SpaceX's $2T Case, Nvidia's Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?
May 22, 2026 · 1 h 42 min
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Show notes
() Gavin Baker joins the show!
() Andrej Karpathy joins Anthropic; hypergrowth and profitability
() Why Americans have turned on AI, anti-human perception
() Trump pulls AI EO, US-China AI relationship, dystopian AI layoffs
() SpaceX S-1 tear down! Breaking down the three major businesses and the case for a $2T valuation
() Nvidia smashes earnings but stock falls, why people are shorting chips
() Market update: Flashing red signals, oil, inflation, yields up
() China trip flops, or was progress made behind the scenes?
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Referenced in the show:
https://github.com/karpathy/autoresearch
https://github.com/multica-ai/andrej-karpathy-skills/stargazers
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
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