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