SpaceX 2万亿美元估值理由，英伟达意外抛售，美国对AI态度转变，特朗普撤销AI行政令，债券危机？｜All-In with Chamath, Jason, Sacks & Friedberg

(0:00) Gavin Baker加入节目！(0:30) Andrej Karpathy加入Anthropic；超高速增长与盈利能力 (12:42) 美国人为何对AI转变态度，反人类认知 (27:22) 特朗普撤销AI行政令，中美AI关系，反乌托邦式AI裁员 (45:19) SpaceX S-1文件拆解！三大业务详解及2万亿美元估值理由 (1:11:22) 英伟达业绩超预期但股价下跌，做空芯片的原因 (1:22:25) 市场更新：红色警报信号、石油、通胀、收益率上升 (1:32:45) 中国之行失败，还是幕后取得进展？关注Gavin Baker：https://x.com/GavinSBaker 申请2026年峰会：https://allin.com/events 关注好友：https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg 关注X：https://x.com/theallinpod 关注Instagram：https://www.instagram.com/theallinpod 关注TikTok：https://www.tiktok.com/@theallinpod 关注LinkedIn：https://www.linkedin.com/company/allinpod 开场音乐来源：https://rb.gy/tppkzl https://x.com/yung_spielburg 开场视频来源：https://x.com/TheZachEffect 节目中提及：https://www.cnbc.com/2026/05/19/anthropic-hires-openai-cofounder-andrej-karpathy-former-tesla-ai-lead.html https://github.com/karpathy/autoresearch https://github.com/multica-ai/andrej-karpathy-skills/stargazers https://techcrunch.com/2026/05/19/openai-co-founder-andrej-karpathy-joins-anthropics-pre-training-team https://www.wsj.com/tech/ai/mind-blowing-growth-is-about-to-propel-anthropic-into-its-first-profitable-quarter-7edbf2f4 https://x.com/i/broadcasts/1dxYljYVREYJX https://apnews.com/article/trump-ai-executive-order-ee318f35acc8a2c43e47f3ebf26cb459 https://x.com/wallstengine/status/2057378437485216031 https://x.com/MorePerfectUS/status/2056842597117636890 https://x.com/lulumeservey/status/2057239284487201043 https://polymarket.com/event/spacex-ipo-closing-market-cap-above https://x.com/elonmusk/status/2057228707606196434 https://www.sec.gov/Archives/edgar/data/1181412/000162828026036936/spaceexplorationtechnologi.htm https://s201.q4cdn.com/141608511/files/doc_financials/2027/Q127/NVDA-F1Q27-Quarterly-Presentation-FINAL.pdf https://www.ibtimes.co.uk/leopold-aschenbrenner-investment-shift-agi-over-ai-chips-1797606 https://polymarket.com/event/may-inflation-us-annual https://www.cnbc.com/2026/05/15/inflation-rate-projected-to-hit-6percent-in-the-second-quarter-top-economic-forecasters-say.html https://polymarket.com/event/fed-rate-hike-in-2026 https://www.cnbc.com/2026/05/18/treasury-yields-inflation-bond-rout-oil.html https://www.cnbc.com/quotes/US10Y