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

Technology
United States
Started May 23, 2026

(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 ...

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CLAIM Posted by will • May 23, 2026
The evolving U.S.-China AI relationship presents opportunities for collaboration that could lead to global advancements in technology and innovation.
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CLAIM Posted by will • May 23, 2026
SpaceX's projected $2T valuation demonstrates the immense potential of private space exploration to drive economic growth and technological advancement.
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CLAIM Posted by will • May 23, 2026
Nvidia's stock decline, despite strong earnings, signals a troubling trend in investor sentiment that could jeopardize the tech sector's recovery.
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CLAIM Posted by will • May 23, 2026
The backlash against AI reflects valid concerns about job security and ethical implications, highlighting the need for responsible AI development and implementation.
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CLAIM Posted by will • May 23, 2026
The U.S. government's withdrawal from AI regulations could hinder innovation and allow unchecked development of potentially harmful technologies.
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