▶ 4:58 · $ANTHROPIC · SpaceX’s $2T Case, Nvidia’s Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?

episode briefing

All-In Podcast

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

2026-05-22 · 11 company · 9 thematic

sentiment

9 bull0 bear2 neu

speakers

gavin baker

Managing partner and CIO of Atreides Management, a technology-focused hedge fund. He previously ran the Fidelity OTC fund for years and is one of the most-followed voices on semiconductors, AI infrastructure and growth tech.

chamath palihapitiya

Founder and CEO of Social Capital and a co-host of the All-In podcast. An early Facebook executive who became a prominent venture and SPAC investor.

quote

“if OpenAI and Anthropic are at call it $100 billion of ARR now with 80%ish gross margins on inference, like the returns are there. And then if we add in and they're growing really fast, if we add in Gemini, we add in Cursor, we add in xAI,…”

—gavin baker

episode shorts · 5

3 Reasons Why College Students Hate AI - David Friedberg

Chamath Rips Cloudflare CEO’s Layoff Memo: “Shut the f**k up. Y…

Chamath Lays Out the Case for SpaceX at $2 Trillion

SpaceX's Unknown Origin Story: Elon Wanted to Back Up Earth

SpaceX is About to Explode: $15B from Anthropic is just the be…

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