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    Artwork for All-In with Chamath, Jason, Sacks & Friedberg
    Episode

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

    All-In with Chamath, Jason, Sacks & Friedberg · May 22, 2026 · 1 h 42 min
    Episode page

    (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…

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