SpaceX's $2T Case, Nvidia's Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?
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What are the implications of Andrej Karpathy joining Anthropic?
All right, everybody, welcome back to the number one podcast in the world. It's the All In podcast. Episode 274 sacks us out today, but we're very lucky to have Gavin Baker from Atreides Management joining us. The spicy takes must flow. Welcome back to the program, Bestie Gavin. Thanks for having me. Always love it. It's been a huge week in tech. We can start with the SpaceX and OpenAI IPOs. We've got Andrej Karpathy joining Anthropic, NVIDIA crushing it. So many different places to go, but I think we'll start with Andrej Karpathy joining Anthropic. Karpathy is only 39 years old.
Why have Americans turned against AI?
He's already a legend in the tech industry if you don't know him. I believe he's also coming to Liquidity, yeah, Shema? He's going to keynote on Monday morning.
Oh, fantastic. No, Tuesday, Tuesday, Tuesday, day two, I think he's keynoting. Day two, okay.
As is Gavin. Gavin will be there. Founding member of- Gavin anchoring day two as well.
Excellent, yeah. This is Gavin's second appearance. Hey, look at those two bookmarks, Andre Carpathy and Gavin Baker. Oh, yeah, you know. Liquidity pulls in the stars.
Obviously, Andre was a founding member of OpenAI.
What does Trump's withdrawal of the AI executive order mean for the US-China AI relationship?
He led the self-driving team. Also, hold on.
Gavin is going to help us judge the best ideas section as well. Excellent. I don't know if you know that, Gavin, but you're a judge.
I'm up for anything, man. I'm easy. Yes.
Karpathy also coined the term vibe coding. He recently built Autoresearch. I think we talked about that here a bit. That's an open source training tool. It helps AI models improve themselves by running five-minute experiments. That got over 82,000 stars on GitHub. He did that as a weekend experiment, and all these civilians started building their own recursive LLMs. Really inspiring. And the Andre Karpathy skills is a tool based on his set of principles for Claude code. And somebody just released that.
How does SpaceX justify a $2 trillion valuation?
And so that's just pretty crazy when you think about it. He's going to be in charge of a new pre-training team at Anthropic. The focus obviously being recursive self-improvement. In other words, they're going to have Claude improve itself. And they've already talked a little bit about that. AI, improving AI over at Anthropic. What's your take on this? Is this super important in 2026? Obviously, Karpathy is super well respected. He's obviously one of the true talents in the space. But hey, we're in a different inning than we were, say, 10 years ago when he was at Tesla or five years ago when he co-founded OpenAI.
You know what's interesting? If you go back to Google, the culture of Google, which they got right, was the singular technical talents there, they were singled out and they were called Google fellows. I don't know if you guys remember this, like I'm at single Sridhar Ramaswamy, Jeff Dean, These guys are stars. And what's interesting is if you track what folks, particularly Jeff Dean, I guess now because the other two aren't there anymore, but what they did inside of Google, it's like wave upon wave, they were at the foot of those waves. What's interesting about Andres, he's been at the wave upon wave of AI. He was probably the first person that really commercialized the Richard Sutton bitter lesson essay.
when he was leading FSD at Tesla, which was really about the brute force computation. And I remember him telling me this story. I don't know if he said this publicly or not, but where he spent a portion of his time, I want to say a quarter of his time labeling data. Could you imagine like 2016, 17, like hand labeling video data from Tesla's. So he did that. Then he's co-founder of OpenAI. He's a star.
Why did Nvidia's stock fall despite smashing earnings?
And he's an exceptional human being. And he's super curious. And Then what he's done as a kind of a free agent is also quite impressive. So I think that this is a really important deal. I think he's one of these really curious people that can be sent off and they'll just go and invent new things. And I think this idea of recursive self-learning puts these models on a combination of overdrive and autopilot. And so if you put those two things together, I think that you start to, you could potentially live out this idea that there's an order of magnitude improvement on a yearly basis.
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Chapters
8 chapters
1
What are the implications of Andrej Karpathy joining Anthropic?
0:00–0:38
2
Why have Americans turned against AI?
0:38–1:07
3
What does Trump's withdrawal of the AI executive order mean for the US-China AI relationship?
1:07–1:48
4
How does SpaceX justify a $2 trillion valuation?
1:48–3:34
5
Why did Nvidia's stock fall despite smashing earnings?
3:34–4:26
6
What are the current market signals indicating?
4:26–5:28
7
What were the outcomes of the recent China trip by tech CEOs?
5:28–7:13
8
How does the bond crisis impact the economy?
7:13–1:41:46
Speakers
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Elon Musk & Gwynne Shotwell on AI Risks and Peer Review, Starship, Terafab, SpaceX/Tesla Merger
Jensen Huang: The Doomer Hoax, Superintelligence Is Here, and The Future of AI (ft. President Trump)
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