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ALL-IN POD IS LIVE! 🚨 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 -- Nvidia’s 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?

4:20 pm ET—Mario Murakami shared preliminary data showing altered cerebrospinal fluid drainage from the brain in Craniocervical Instability patients when compared to healthy controls. This dysfunction of CSF flow is a likely driver of neuroinflammation, brain fog, fatigue & dysautonomia due to impaired removal of brain waste products, as per the lab team’s model of disease.






Gavin Baker: "I've been optimistic that the fundamental shortage of wafers, which is really controlled by Taiwan Semi, will prevent a bubble." "If Taiwan Semi did what Jensen wanted, Nvidia could sell $2 trillion of GPUs in 2026 or 2027. But there is a limit where consumers would consume so much that you'd probably be in an overbuild. And you are starting to see companies go to Intel and Samsung. A lot of this may come down to the degree to which Taiwan Semi can maintain a lead over Intel and Samsung and the pace at which they expand capacity. If I were to watch one thing to understand whether there's a bubble, it's Taiwan Semi's capacity decisions. There's a Goldilocks zone where they expand enough to make it hard for Intel or Samsung to emerge as a second source, but they also keep the fundamental constraint on wafers that helps us avoid a bubble."




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