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

The episode delves into several significant tech and economic topics, including the implications of Andrej Karpathy joining Anthropic to advance AI self-improvement, the public's growing skepticism towards AI, and the detailed financial breakdown of SpaceX's S-1 filing, featuring the emergence of Elon Web Services. The hosts also analyze Nvidia's record-breaking earnings and the "cross-sectionally inefficient" AI market, alongside a broader discussion on the geopolitical AI race between the US and China, touching on potential regulatory frameworks and global stability.