SpaceX’s $2T Case, Nvidia’s Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?

Andrej Karpathy’s move to Anthropic to lead a pre-training team focused on recursive self-improvement signals a shift toward AI models capable of autonomous advancement. This development occurs alongside the upcoming SpaceX IPO, which aims for a $1.75 trillion valuation, driven by the massive growth of Starlink and the emergence of "Elon Web Services" as a critical compute provider for AI firms. While AI integration into corporate workflows and consumer browsers sparks public concern, industry leaders emphasize the technology's potential for breakthroughs in drug discovery and productivity. Meanwhile, Nvidia’s record-breaking financial performance and the ongoing geopolitical tensions between the U.S. and China underscore the strategic importance of AI infrastructure. Despite macroeconomic headwinds and rising global interest rates, the U.S. maintains a competitive edge through energy self-sufficiency and a robust, innovation-driven AI ecosystem.