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

2026-05-22 · 102 min · 40 entities

episode page audio

Asserted relationships

→ references Yung Spielburg person

0.77

evidence rules-v4
Link in episode "SpaceX's $2T Case, Nvidia's Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?": https://x.com/yung_spielburg
→ references Allinpod company

0.77

evidence rules-v4
Link in episode "SpaceX's $2T Case, Nvidia's Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?": https://linkedin.com/company/allinpod
→ references Autoresearch product

0.77

evidence rules-v4
Link in episode "SpaceX's $2T Case, Nvidia's Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?": https://github.com/karpathy/autoresearch
→ discusses Technology company

0.40

evidence rules-v4
Feed category: Technology
→ discusses Business concept

0.40

evidence rules-v4
Feed category: Business
→ discusses Entrepreneurship concept

0.40

evidence rules-v4
Feed category: Entrepreneurship
→ hosted by All-In Podcast, LLC company

0.40

evidence rules-v4
Feed author/publisher: All-In Podcast, LLC
→ references Tppkzl website

0.38

evidence rules-v4
Link in episode "SpaceX's $2T Case, Nvidia's Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?": https://rb.gy/tppkzl
→ references @Theallinpod website

0.38

evidence rules-v4
Link in episode "SpaceX's $2T Case, Nvidia's Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?": https://tiktok.com/@theallinpod
→ references Events website

0.38

evidence rules-v4
Link in episode "SpaceX's $2T Case, Nvidia's Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?": https://allin.com/events
→ references Quotes website

0.38

evidence rules-v4
Link in episode "SpaceX's $2T Case, Nvidia's Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?": https://cnbc.com/quotes/US10Y
→ references Spacex Ipo Closing Market Cap Above website

0.38

evidence rules-v4
Link in episode "SpaceX's $2T Case, Nvidia's Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?": https://polymarket.com/event/spacex-ipo-closing-market-cap-above
→ references Fed Rate Hike In person

0.38

evidence rules-v4
Link in episode "SpaceX's $2T Case, Nvidia's Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?": https://polymarket.com/event/fed-rate-hike-in-2026
→ references Andrej Karpathy Skills person

0.38

evidence rules-v4
Link in episode "SpaceX's $2T Case, Nvidia's Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?": https://github.com/multica-ai/andrej-karpathy-skills/stargazers
→ references Trump Ai Executive Order Ee318f35acc8a2c43e47f3ebf26cb459 website

0.38

evidence rules-v4
Link in episode "SpaceX's $2T Case, Nvidia's Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?": https://apnews.com/article/trump-ai-executive-order-ee318f35acc8a2c43e47f3ebf26cb459
→ references Spaceexplorationtechnologi website

0.38

evidence rules-v4
Link in episode "SpaceX's $2T Case, Nvidia's Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?": https://sec.gov/Archives/edgar/data/1181412/000162828026036936/spaceexplorationtechnologi.htm
→ references NVDA F1Q27 Quarterly Presentation FINAL website

0.38

evidence rules-v4
Link in episode "SpaceX's $2T Case, Nvidia's Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?": https://s201.q4cdn.com/141608511/files/doc_financials/2027/Q127/NVDA-F1Q27-Quarterly-Presentation-FINAL.pdf
→ references Leopold Aschenbrenner Investment Shift Agi Over Ai Chips website

0.38

evidence rules-v4
Link in episode "SpaceX's $2T Case, Nvidia's Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?": https://ibtimes.co.uk/leopold-aschenbrenner-investment-shift-agi-over-ai-chips-1797606
→ references May Inflation Us Annual person

0.38

evidence rules-v4
Link in episode "SpaceX's $2T Case, Nvidia's Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?": https://polymarket.com/event/may-inflation-us-annual
→ references Treasury Yields Inflation Bond Rout Oil website

0.38

evidence rules-v4
Link in episode "SpaceX's $2T Case, Nvidia's Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?": https://cnbc.com/2026/05/18/treasury-yields-inflation-bond-rout-oil.html

Entities found in this episode

websites 20

mentioned Tppkzl website

0.45

evidence rules-v4
Link in episode "SpaceX's $2T Case, Nvidia's Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?": https://rb.gy/tppkzl
mentioned @Theallinpod website

0.45

evidence rules-v4
Link in episode "SpaceX's $2T Case, Nvidia's Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?": https://tiktok.com/@theallinpod
mentioned Events website

0.45

evidence rules-v4
Link in episode "SpaceX's $2T Case, Nvidia's Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?": https://allin.com/events
mentioned Quotes website

0.45

evidence rules-v4
Link in episode "SpaceX's $2T Case, Nvidia's Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?": https://cnbc.com/quotes/US10Y
mentioned Spacex Ipo Closing Market Cap Above website

0.45

evidence rules-v4
Link in episode "SpaceX's $2T Case, Nvidia's Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?": https://polymarket.com/event/spacex-ipo-closing-market-cap-above
mentioned Trump Ai Executive Order Ee318f35acc8a2c43e47f3ebf26cb459 website

0.45

evidence rules-v4
Link in episode "SpaceX's $2T Case, Nvidia's Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?": https://apnews.com/article/trump-ai-executive-order-ee318f35acc8a2c43e47f3ebf26cb459
mentioned Spaceexplorationtechnologi website

0.45

evidence rules-v4
Link in episode "SpaceX's $2T Case, Nvidia's Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?": https://sec.gov/Archives/edgar/data/1181412/000162828026036936/spaceexplorationtechnologi.htm
mentioned NVDA F1Q27 Quarterly Presentation FINAL website

0.45

evidence rules-v4
Link in episode "SpaceX's $2T Case, Nvidia's Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?": https://s201.q4cdn.com/141608511/files/doc_financials/2027/Q127/NVDA-F1Q27-Quarterly-Presentation-FINAL.pdf
mentioned Leopold Aschenbrenner Investment Shift Agi Over Ai Chips website

0.45

evidence rules-v4
Link in episode "SpaceX's $2T Case, Nvidia's Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?": https://ibtimes.co.uk/leopold-aschenbrenner-investment-shift-agi-over-ai-chips-1797606
mentioned Treasury Yields Inflation Bond Rout Oil website

0.45

evidence rules-v4
Link in episode "SpaceX's $2T Case, Nvidia's Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?": https://cnbc.com/2026/05/18/treasury-yields-inflation-bond-rout-oil.html
references Tppkzl website

0.38

evidence rules-v4
Link in episode "SpaceX's $2T Case, Nvidia's Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?": https://rb.gy/tppkzl
references @Theallinpod website

0.38

evidence rules-v4
Link in episode "SpaceX's $2T Case, Nvidia's Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?": https://tiktok.com/@theallinpod
references Events website

0.38

evidence rules-v4
Link in episode "SpaceX's $2T Case, Nvidia's Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?": https://allin.com/events
references Quotes website

0.38

evidence rules-v4
Link in episode "SpaceX's $2T Case, Nvidia's Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?": https://cnbc.com/quotes/US10Y
references Spacex Ipo Closing Market Cap Above website

0.38

evidence rules-v4
Link in episode "SpaceX's $2T Case, Nvidia's Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?": https://polymarket.com/event/spacex-ipo-closing-market-cap-above
references Trump Ai Executive Order Ee318f35acc8a2c43e47f3ebf26cb459 website

0.38

evidence rules-v4
Link in episode "SpaceX's $2T Case, Nvidia's Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?": https://apnews.com/article/trump-ai-executive-order-ee318f35acc8a2c43e47f3ebf26cb459
references Spaceexplorationtechnologi website

0.38

evidence rules-v4
Link in episode "SpaceX's $2T Case, Nvidia's Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?": https://sec.gov/Archives/edgar/data/1181412/000162828026036936/spaceexplorationtechnologi.htm
references NVDA F1Q27 Quarterly Presentation FINAL website

0.38

evidence rules-v4
Link in episode "SpaceX's $2T Case, Nvidia's Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?": https://s201.q4cdn.com/141608511/files/doc_financials/2027/Q127/NVDA-F1Q27-Quarterly-Presentation-FINAL.pdf
references Leopold Aschenbrenner Investment Shift Agi Over Ai Chips website

0.38

evidence rules-v4
Link in episode "SpaceX's $2T Case, Nvidia's Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?": https://ibtimes.co.uk/leopold-aschenbrenner-investment-shift-agi-over-ai-chips-1797606
references Treasury Yields Inflation Bond Rout Oil website

0.38

evidence rules-v4
Link in episode "SpaceX's $2T Case, Nvidia's Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?": https://cnbc.com/2026/05/18/treasury-yields-inflation-bond-rout-oil.html

persons 8

mentioned Yung Spielburg person

0.90

evidence rules-v4
Link in episode "SpaceX's $2T Case, Nvidia's Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?": https://x.com/yung_spielburg
references Yung Spielburg person

0.77

evidence rules-v4
Link in episode "SpaceX's $2T Case, Nvidia's Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?": https://x.com/yung_spielburg
mentioned Fed Rate Hike In person

0.45

evidence rules-v4
Link in episode "SpaceX's $2T Case, Nvidia's Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?": https://polymarket.com/event/fed-rate-hike-in-2026
mentioned Andrej Karpathy Skills person

0.45

evidence rules-v4
Link in episode "SpaceX's $2T Case, Nvidia's Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?": https://github.com/multica-ai/andrej-karpathy-skills/stargazers
mentioned May Inflation Us Annual person

0.45

evidence rules-v4
Link in episode "SpaceX's $2T Case, Nvidia's Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?": https://polymarket.com/event/may-inflation-us-annual
references Fed Rate Hike In person

0.38

evidence rules-v4
Link in episode "SpaceX's $2T Case, Nvidia's Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?": https://polymarket.com/event/fed-rate-hike-in-2026
references Andrej Karpathy Skills person

0.38

evidence rules-v4
Link in episode "SpaceX's $2T Case, Nvidia's Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?": https://github.com/multica-ai/andrej-karpathy-skills/stargazers
references May Inflation Us Annual person

0.38

evidence rules-v4
Link in episode "SpaceX's $2T Case, Nvidia's Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?": https://polymarket.com/event/may-inflation-us-annual

companys 6

mentioned Allinpod company

0.90

evidence rules-v4
Link in episode "SpaceX's $2T Case, Nvidia's Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?": https://linkedin.com/company/allinpod
references Allinpod company

0.77

evidence rules-v4
Link in episode "SpaceX's $2T Case, Nvidia's Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?": https://linkedin.com/company/allinpod
mentioned All-In Podcast, LLC company

0.70

evidence rules-v4
Feed author/publisher: All-In Podcast, LLC
mentioned Technology company

0.50

evidence rules-v4
Feed category: Technology
discusses Technology company

0.40

evidence rules-v4
Feed category: Technology
hosted by All-In Podcast, LLC company

0.40

evidence rules-v4
Feed author/publisher: All-In Podcast, LLC

concepts 4

mentioned Business concept

0.50

evidence rules-v4
Feed category: Business
mentioned Entrepreneurship concept

0.50

evidence rules-v4
Feed category: Entrepreneurship
discusses Business concept

0.40

evidence rules-v4
Feed category: Business
discusses Entrepreneurship concept

0.40

evidence rules-v4
Feed category: Entrepreneurship

products 2

mentioned Autoresearch product

0.90

evidence rules-v4
Link in episode "SpaceX's $2T Case, Nvidia's Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?": https://github.com/karpathy/autoresearch
references Autoresearch product

0.77

evidence rules-v4
Link in episode "SpaceX's $2T Case, Nvidia's Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?": https://github.com/karpathy/autoresearch

Episode description as stored

(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? Follow Gavin Baker: https://x.com/GavinSBaker Apply for Summit 2026: https://allin.com/events Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect 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