SpaceX's $2T Case, Nvidia's Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?
May 23, 2026 · 1h 42m · YouTube
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asr · 17,690 words · docs
0:00All right, everybody, welcome back to the number one podcast in the world.
0:03It's the all-in podcast, episode 274.
0:07Sax is out today, but we're very lucky to have Gavin Baker from Atreaties Management joining us.
0:14The spicy takes must flow.
0:17Welcome back to the program, Bestie Gavin.
0:20Thanks for having me.
0:21Always love it.
0:21It's been a huge week in tech.
0:23We can start with the SpaceX and OpenAI IPOs.
0:26We've got Andre Karpathy joining Anthropic, NVIDIA crushing it.
0:30So many different places to go.
0:31But I think we'll start with Andre Karpathy joining Anthropic.
0:35Karpathy is only 39 years old.
0:38He's already a legend in the tech industry if you don't know him.
0:40I believe he's also coming to liquidity.
0:42Yeah, Shama?
0:42He's going to keynote on Monday morning.
0:44Oh, fantastic.
0:45No, Tuesday, Tuesday, Tuesday, day two.
0:47I think he's going to be doing it.
0:47Daynu.
0:48Okay.
0:49As is Gavin.
0:50Gavin will be there.
0:51Founding member.
0:52Gavin anchoring day two.
0:54Excellent.
0:54Yeah.
0:55This is Gavin's second appearance.
0:57Look at those two bookmarks, Andre Karpathy and Gavin Baker.
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