ALL-IN POD IS LIVE! ๐จ
Massive show
Gavin Baker (
@GavinSBaker) subs in for Sacks to talk:
-- Andrej Karpathy Joining Anthropic: Impact on the AI Race?
-- SpaceX S-1 Breakdown: The $2T Case, Elon Web Services, Datacenters in Space
-- Nvidiaโs Big Beat and Shock Selloff
-- Why America Has Turned on AI
-- Trump Pulls AI Order
-- Market Update: Inflation, Bond Crisis?
-- Did the US-China Summit Flop?
(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! Three major businesses and the case for $2T
(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?