The AI Trade Shows Signs Of Weakness + Team Rubicon CEO Jim Brooks Was Here
About this episode
The episode discusses market trends, AI development concerns, and features an interview with Jim Brooks, CEO of Team Rubicon, about leadership and technology.
Guy Adami and Dan Nathan break down a strange Friday tape: a strong jobs report that sent stocks lower as the market prices out rate cuts — and even flirts with hikes. They dig into the Broadcom-led selloff in semis, Anthropic's call to slow down AI development and what it could mean for the CapEx trade, and Bitcoin getting cut in half at ~$60K alongside the unraveling of the crypto treasury-company trade. Then Guy unloads on the SpaceX IPO and Jamie Dimon's endorsement of the deal, asking whether someone just rang the bell at the top. In the second half, Dan sits down with Jim Brooks, CEO of Team Rubicon, on his path from Navy SEAL to the CIA to the C-suite — and what grit, culture, and leadership look like when you're leading a force of 200,000 volunteers. They close on defense tech, drones, and the future of the space economy. Show Notes Anthropic Urges Global Pause in AI Development, Flags ‘Self-Improvement’ Risk (WSJ) Goldman Sachs expects SpaceX’s AI revenue to increase 100-fold by 2030 (FT) Morgan Stanley Sees SpaceX’s Revenue Reaching $3.4 Trillion in 2040 (WSJ) Elon Musk's near-daily online posts about race are turning off some fans (Washington Post) Musk Leaves…
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