SpaceX's $2T Case, Nvidia's Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?
1h 42m
This week, the All-In crew navigated a whiplash of contradictory signals across markets and policy, from SpaceX's audacious $2 trillion valuation case to Nvidia's unexpected selloff and a broader cultural backlash against AI enthusiasm. The episode captured a pivotal moment where tech's growth narrative collides with economic reality, as Trump's reversal on AI executive orders and emerging bond market concerns suggest the easy money era may finally be hitting resistance. With trillion-dollar bets hanging in the balance alongside shifting political winds, the hosts dissected whether recent market moves signal genuine risk or temporary noise in an otherwise bullish landscape.
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