SpaceX’s $2T Case, Nvidia’s Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?
- May 22, 2026
- 1:42:00
- Full Episode
(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: 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
Brief Summary
Gavin Baker discusses AI advancements, SpaceX IPO, and Nvidia's earnings with the hosts, analyzing tech's future amidst rising inflation and geopolitical tensions.
Key points
- The Shift in AI Development. A reflection on how the landscape of AI has evolved over the past decade.
- Skepticism About Technology. The mid-20th century skepticism about technology stems from knowledge disparities and economic narratives.
- AI's Psychological Impact. AI challenges human-centric views and evokes deep psychological responses.
- Existential Race in AI. The urgency of AI development is likened to historical arms races.
- Investment in Safety. A small investment in police technology could drastically improve public safety.
- SpaceX's Record-Breaking IPO. SpaceX aims to raise $75 billion in the largest IPO ever, surpassing previous records.
Episode highlights
- The Shift in AI DevelopmentA reflection on how the landscape of AI has evolved over the past decade.“We’re in a different inning than we were 10 years ago.”2:20May 22, 2026
- Skepticism About TechnologyThe mid-20th century skepticism about technology stems from knowledge disparities and economic narratives.“It's pretty obvious why this has got such a backlash.”20:45May 22, 2026
- AI's Psychological ImpactAI challenges human-centric views and evokes deep psychological responses.“There’s something about AI that’s very not human-centric.”22:24May 22, 2026
- Existential Race in AIThe urgency of AI development is likened to historical arms races.“We are in this existential race.”29:21May 22, 2026
- Investment in SafetyA small investment in police technology could drastically improve public safety.“If you gave the Las Vegas Police Department 30-40 million a year, it would be the safest city in America.”36:41May 22, 2026
- SpaceX's Record-Breaking IPOSpaceX aims to raise $75 billion in the largest IPO ever, surpassing previous records.“This will be the largest IPO ever by more than double.”45:20May 22, 2026
- The Importance of Backup SystemsDiscussing the need for alternative communication networks to ensure progress.“It’s good to have a backup.”57:51May 22, 2026
- Space-Based Data Centers FeasibilityThe idea of establishing data centers in space is considered feasible.“The idea of putting data centers in space seems completely doable.”59:01May 22, 2026
