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

All right, everybody, welcome back to the number one podcast in the world. It's the All-in Podcast, episode 274. Sachs is out today, but we're very lucky to have Gavin Baker from Atreides Management joining us. The spicy takes must flow. Welcome back to the program, Bestie Gavin.

Thanks for having me. Always love it. It's been a huge week in tech. We can start with the SpaceX and OpenAI IPOs. We've got Andre Karpathy joining Anthropic, Nvidia crushing it.

So many different places to go, but I think we'll start with Andre Karpathy joining Anthropic. Karpathy is only 39 years old. He's already a legend in the tech industry if you don't know him. I believe he's also coming to Liquidity, yeah, Chema? He's going to keynote on Monday morning.

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