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

You want this thing rewritten in the style of George Carlin? Fine, here’s a Carlin-tinged riff on your rundown and links. No apologies, just a little bite. (0:00) Gavin Baker strolls onto the stage like a guy handing you a coupon for reality. Welcome to the circus, folks. (0:30) Andrej Karpathy jumps from OpenAI shock-cuckoo to Anthropic, chasing hypergrowth with a leash labeled “profitability.” It’s all a big money-hot potato, and someone’s got the mitts. (12:42) Why Americans have turned on AI, that anti-human perception—because apparently thinking is tiring, so let’s replace it with a shiny screen and a voice that tells you what to buy, what to fear, and who to blame. (27:22) Trump yanks the AI executive order like a bad TV remote, the US-China AI tango, and the layoff dystopia—where the robots aren’t taking jobs, they’re taking resumes and leaving a Yelp review for humanity. (45:19) SpaceX S-1 teardown! Break down the three big businesses, throw in a $2 trillion fantasy, and pretend we’re not financing a rocket ship fueled by nostalgia and hype. (1:11:22) Nvidia smashes earnings, stock does the opposite—because in this market, you can deliver a miracle and still get blamed for not delivering dessert on time. Chips? People short them like they’re a bad magician’s trick. (1:22:25) Market update: flashing red like a malfunctioning warning light—oil, inflation, yields climbing like they’re trying to reach the moon before the rocket. (1:32:45) China trip flops, or was there progress hiding in the concessions and the behind-the-scenes handshakes you didn’t hear about because the room is full of spin doctors and smoke machines? Follow Gavin Baker: https://ift.tt/FxgEKNG Apply for Summit 2026: https://ift.tt/td0ZMUn Follow the besties: https://x.com/chamath https://x.com/Jason https://ift.tt/LDlSOsr https://x.com/friedberg Follow on X: https://ift.tt/z9DZ6Yl Follow on Instagram: https://ift.tt/T8nSsJX Follow on TikTok: https://ift.tt/ZasdmN3 Follow on LinkedIn: https://ift.tt/EeboP5r Intro Music Credit: https://rb.gy/tppkzl https://ift.tt/GHP47RL Intro Video Credit: https://ift.tt/zd1Ioj5 Referenced in the show: https://ift.tt/Emx2pbI https://ift.tt/Jhj8pAc https://ift.tt/BUZAhnV https://ift.tt/5VOqdln https://ift.tt/G6M7FDr https://ift.tt/xVDsLvU https://ift.tt/h6OBopD https://ift.tt/oIYXzlb https://ift.tt/HzMSCsI https://ift.tt/EvgIABz https://ift.tt/GIgTV6p https://ift.tt/z2e8hwX https://ift.tt/WrwNy9h https://ift.tt/mL4EtBG https://ift.tt/q4x0bYK https://ift.tt/GswIkoy https://ift.tt/4BwPyTl https://ift.tt/bNBUCPS https://ift.tt/coOzVeQ https://ift.tt/XK80gAi #allin #tech #news Note: If you want it punchier, I can tune the tone further, add a few Carlin-esque jabs at corporate buzzwords, or slap in more of his observational snark.