THE BESTIES ARE BACK! 🚨 -- China's Robot Olympics and the Optimus Future $TSLA -- $NVDA and $CRM Rip on Big Earnings: Narrative Violations -- Bessent vs. Druckenmiller: Yield Curve Suppression, Debt Spiral, How to Fix? -- Druck's AI WSJ Op-Ed Controversy -- CIA Chief Visits Moscow -- Science Corner: $MRNA Cancer Vaccine (0:00) Bestie intros: Recapping recent interviews and the state of American science (3:31) China's Robot Olympics, Optimus update, Grok Bot (9:05) Nvidia and Salesforce rip after big earnings: AI Capex Bubble and SaaSpocalypse narratives get reversed (33:32) Bessent gets called out by Druckenmiller for bond market interference (1:01:33) AI writing controversy: Druck used AI to write his WSJ Op-ed (1:15:00) CIA Chief visits Moscow, Meta's settlement and new teen rules (1:22:52) Science Corner: Moderna's mRNA cancer vaccine