SpaceX's $2T Case, Nvidia's Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?

(0:00) Gavin Baker joins the show!
(0:30) Andrej Karpathy joins Anthropic; hypergrowth and profitability
(12:42) Why Americans have turned on AI, anti-human perception
(27:22) Trump pulls AI EO, US-China AI relationship, dystopian AI layoffs
(45:19) SpaceX S-1 tear down! Breaking down the three major businesses and the case for a $2T valuation
(1:11:22) Nvidia smashes earnings but stock falls, why people are shorting chips
(1:22:25) Market update: Flashing red signals, oil, inflation, yields up
(1:32:45) China trip flops, or was progress made behind the scenes?
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Referenced in the show:
cnbc.com/2026/05/19/anthropic-hires-openai-cof…
github.com/karpathy/autoresearch
github.com/multica-ai/andrej-karpathy-skills/s…
techcrunch.com/2026/05/19/openai-co-founder-an…
wsj.com/tech/ai/mind-blowing-growth-is-about-t…
x.com/i/broadcasts/1dxYljYVREYJX
apnews.com/article/trump-ai-executive-order-ee…
x.com/wallstengine/status/2057378437485216031
x.com/MorePerfectUS/status/2056842597117636890
x.com/lulumeservey/status/2057239284487201043
polymarket.com/event/spacex-ipo-closing-market…
x.com/elonmusk/status/2057228707606196434
sec.gov/Archives/edgar/data/1181412/0001628280…
s201.q4cdn.com/141608511/files/doc_financials/…
ibtimes.co.uk/leopold-aschenbrenner-investment…
polymarket.com/event/may-inflation-us-annual
cnbc.com/2026/05/15/inflation-rate-projected-t…
polymarket.com/event/fed-rate-hike-in-2026
cnbc.com/2026/05/18/treasury-yields-inflation-…
cnbc.com/quotes/US10Y