I sat down with @DivesTech to break down the Jensen Huang controversy and what it means for Nvidia, China, and the entire AI industry. We also discuss Anthropic’s IPO, OpenAI, $TSLA, $SPCX, $PLTR, $CRWV, $META, and whether the AI bull market can survive this moment. YouTube: Spotify: Apple: TIMESTAMPS: 0:00 - Intro 0:56 - Will Jensen Huang remain Nvidia CEO? 4:57 - What this means for China & US chip exports 9:03 - The spy story: what’s really going on? 16:10 - The most resilient bull market ever? 21:33 - Anthropic IPO & falling valuation 23:12 - Frontier models vs. their partners 27:12 - OpenAI going public 30:26 - Marvell merger, leverage & AI’s first-phase winners 35:21 - CoreWeave, Nebius & Palantir 37:36 - SpaceX, Tesla & the midterm fallout 41:11 - Cybercab, robotics & China’s lead 43:30 - Still bullish on AI? 45:08 - Meta’s comeback

Imagine investing in a $1.3 trillion company only to discover that one share you can't buy controls 50.1% of the shareholder vote. Here's who actually calls the shots at Anthropic:

When I got married, I was shocked there was no good way for my wife and I to manage our household finances as a team. That is why I am so passionate about making @cfosilvia the best place for spouses to work together to build generational wealth. We recently launched the ability for couples to share access to the same Silvia account, so each partner can see the family's assets and accounts, while also sharing one chat history with the AI. We also launched Silvia Legacy so the account ownership can be handed off to a spouse if the original account owner is unable to continue managing the household finances. You and your spouse shouldn't have to manage your family's wealth separate from each other. It should be easy to work together to achieve your collective goals. Managing your household finances and investments is now a team sport. Give Silvia a try for free:

I met two 25 year old guys yesterday who are killing it marketing software on social media. They kept referring to anything uncool as "unc" At some point, I realized "unc" is their version of my generation's "boomer" quip. The more things change, the more they stay the same.

I talked with @TEXASOL61 to break down why volatility is showing up everywhere, what it means for bitcoin, and whether investors now need AI to win. We also discuss decentralizing AI and the energy grid, tokenization, BlackRock’s push into crypto, and the US debt problem. YouTube: Spotify: Apple: TIMESTAMPS: 0:00 - Intro 1:10 - What AI can learn from bitcoin decentralization 4:07 - Securing data & the first party data boom 9:41 - Energy grid, demand management & Base Power 16:43 - Why volatility is everywhere 20:27 - Do you need AI to invest now? 22:48 - Public meets private markets & tokenization 26:54 - Bitcoin is backed by compute 29:42 - BlackRock, tokenization & the future of lending 33:42 - US debt crisis & consumer lending 37:11 - Politics, affordability & misinformation 43:43 - What’s next for Arch Public?”

Today we are launching the ability to share access to your @cfosilvia account with a spouse or partner. You can both see your accounts, your assets, and your conversations in a single account. Managing household finances should be a team sport. Try it:

Jensen Huang reportedly had an affair with a Chinese spy. I wouldn’t be surprised if that marks the bottom of the AI sell-off. What doesn’t destroy a bull market only makes it stronger.

Anthony Pompliano invested 90-95% of his money in Bitcoin at $3,200 in 2018… “When bitcoin:native dropped in 2018, I pretty much took 90 to 95% of all the money I had to my name, and I put it in Bitcoin at $3,200.”

I sat down with iConnections CEO @rbiscardi to break down how pensions, endowments, and sovereign wealth funds are thinking about AI, data centers, Anthropic, and the venture comeback. We also discuss what’s holding back institutional bitcoin adoption and whether private credit has real issues or not. YouTube: Spotify: Apple: TIMESTAMPS: 0:00 - Intro 1:29 - How institutional money is reacting to the midterms 4:44 - Texas data center slowdown 8:51 - SpaceX orbital data centers 12:02 - Anthropic, OpenAI & the venture comeback 19:45 - What institutions really think of bitcoin 23:32 - Regulation, custody & the Binance hack 27:08 - Is private credit fear overblown? 32:35 - Why institutions move slower 34:50 - TomorrowX Summit in Austin

Today we are launching the ability to share access to your @cfosilvia account with a spouse or partner. You can both see your accounts, your assets, and your conversations in a single account. Managing household finances should be a team sport. Try it:

Militaries around the world are investing billions into missiles, drones, robots, and autonomous submarines, yet the greatest threat on the battlefield remains female spies soliciting undisciplined men. Story as old as time.

Everyone is talking about the Trump interview for what was said by the President, but more people should be acknowledging how good @Douthat60 is as an interviewer. Hall of Fame performance from Ross.