NVIDIA Earnings, Nano Banana 2, Block Cuts 20% of Workforce | Kenn Ricci, Howard Marks, Yash Patil, Scott Morton, Fan-Yun Sun, Adam Draper & Doug Bernauer, Sammy Azdoufal

The hosts analyze NVIDIA's earnings, noting its continued strength in supporting the U.S. economy despite a recent stock sell-off, and explore the potential shift from chip bottlenecks to energy bottlenecks. They discuss Jensen Huang's defense of SaaS companies against the "SaaSpocalypse" narrative, and examine Citadel's report on the "2026 global intelligence crisis" which challenges labor displacement assumptions. The episode includes an interview with Sam, who hacked DJI robo vacuums, and Kenn Ricci, chairman of FlexJet, who shares insights on his early career and the evolution of fractional jet ownership. They touch on topics from the TSA potentially shutting down pre-check to Apple acquiring rights to air Drive to Survive. The hosts also discuss the recent layoffs at Block and their implications for the tech industry.