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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Intro Music Credit:

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Referenced in the show:

https://www.cnbc.com/2026/05/19/anthropic-hires-openai-cofounder-andrej-karpathy-former-tesla-ai-lead.html

https://github.com/karpathy/autoresearch

https://github.com/multica-ai/andrej-karpathy-skills/stargazers

https://techcrunch.com/2026/05/19/openai-co-founder-andrej-karpathy-joins-anthropics-pre-training-team

https://www.wsj.com/tech/ai/mind-blowing-growth-is-about-to-propel-anthropic-into-its-first-profitable-quarter-7edbf2f4

https://x.com/i/broadcasts/1dxYljYVREYJX

https://apnews.com/article/trump-ai-executive-order-ee318f35acc8a2c43e47f3ebf26cb459

https://x.com/wallstengine/status/2057378437485216031

https://x.com/MorePerfectUS/status/2056842597117636890

https://x.com/lulumeservey/status/2057239284487201043

https://polymarket.com/event/spacex-ipo-closing-market-cap-above

https://x.com/elonmusk/status/2057228707606196434

https://www.sec.gov/Archives/edgar/data/1181412/000162828026036936/spaceexplorationtechnologi.htm

https://s201.q4cdn.com/141608511/files/doc_financials/2027/Q127/NVDA-F1Q27-Quarterly-Presentation-FINAL.pdf

https://www.ibtimes.co.uk/leopold-aschenbrenner-investment-shift-agi-over-ai-chips-1797606

https://polymarket.com/event/may-inflation-us-annual

https://www.cnbc.com/2026/05/15/inflation-rate-projected-to-hit-6percent-in-the-second-quarter-top-economic-forecasters-say.html

https://polymarket.com/event/fed-rate-hike-in-2026

https://www.cnbc.com/2026/05/18/treasury-yields-inflation-bond-rout-oil.html

https://www.cnbc.com/quotes/US10Y