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Breaking down the three major businesses and the case for a $2T valuation\n(1:11:22) Nvidia smashes earnings but stock falls, why people are shorting chips\n(1:22:25) Market update: Flashing red signals, oil, inflation, yields up\n(1:32:45) China trip flops, or was progress made behind the scenes?\n\nFollow Gavin Baker:\nhttps:\/\/x.com\/GavinSBaker\n\nApply for Summit 2026:\nhttps:\/\/allin.com\/events\n\nFollow the besties: \nhttps:\/\/x.com\/chamath\nhttps:\/\/x.com\/Jason\nhttps:\/\/x.com\/DavidSacks\nhttps:\/\/x.com\/friedberg\n\nFollow on X:\nhttps:\/\/x.com\/theallinpod\n\nFollow on Instagram:\nhttps:\/\/www.instagram.com\/theallinpod\n\nFollow on TikTok:\nhttps:\/\/www.tiktok.com\/@theallinpod\n\nFollow on LinkedIn: \nhttps:\/\/www.linkedin.com\/company\/allinpod\n\nIntro Music Credit:\nhttps:\/\/rb.gy\/tppkzl\nhttps:\/\/x.com\/yung_spielburg\n\nIntro Video Credit:\nhttps:\/\/x.com\/TheZachEffect\n\nReferenced in the show:\nhttps:\/\/www.cnbc.com\/2026\/05\/19\/anthropic-hires-openai-cofounder-andrej-karpathy-former-tesla-ai-lead.html\nhttps:\/\/github.com\/karpathy\/autoresearch\nhttps:\/\/github.com\/multica-ai\/andrej-karpathy-skills\/stargazers\nhttps:\/\/techcrunch.com\/2026\/05\/19\/openai-co-founder-andrej-karpathy-joins-anthropics-pre-training-team\nhttps:\/\/www.wsj.com\/tech\/ai\/mind-blowing-growth-is-about-to-propel-anthropic-into-its-first-profitable-quarter-7edbf2f4\nhttps:\/\/x.com\/i\/broadcasts\/1dxYljYVREYJX\nhttps:\/\/apnews.com\/article\/trump-ai-executive-order-ee318f35acc8a2c43e47f3ebf26cb459\nhttps:\/\/x.com\/wallstengine\/status\/2057378437485216031\nhttps:\/\/x.com\/MorePerfectUS\/status\/2056842597117636890\nhttps:\/\/x.com\/lulumeservey\/status\/2057239284487201043\nhttps:\/\/polymarket.com\/event\/spacex-ipo-closing-market-cap-above\nhttps:\/\/x.com\/elonmusk\/status\/2057228707606196434\nhttps:\/\/www.sec.gov\/Archives\/edgar\/data\/1181412\/000162828026036936\/spaceexplorationtechnologi.htm\nhttps:\/\/s201.q4cdn.com\/141608511\/files\/doc_financials\/2027\/Q127\/NVDA-F1Q27-Quarterly-Presentation-FINAL.pdf\nhttps:\/\/www.ibtimes.co.uk\/leopold-aschenbrenner-investment-shift-agi-over-ai-chips-1797606\nhttps:\/\/polymarket.com\/event\/may-inflation-us-annual\nhttps:\/\/www.cnbc.com\/2026\/05\/15\/inflation-rate-projected-to-hit-6percent-in-the-second-quarter-top-economic-forecasters-say.html\nhttps:\/\/polymarket.com\/event\/fed-rate-hike-in-2026\nhttps:\/\/www.cnbc.com\/2026\/05\/18\/treasury-yields-inflation-bond-rout-oil.html\nhttps:\/\/www.cnbc.com\/quotes\/US10Y\n\n#allin 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