AI Sovereignty Wars, Palantir-Nvidia Dea...

(0:00) Bestie intros: Happy Fourth of July!

(0:21) Palantir-Nvidia open source deal, Alex Karp's CNBC "Crashout"

(33:52) Update on the AI jobs debate

(50:24) Anthropic's Fable 5 available after export restrictions lifted

(59:06) SCOTUS upholds birthright citizenship, striking Trump's EO

(1:21:30) Newsom's "balanced budget" and how California's dire fiscal situation could break apart the Union

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Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

Referenced in the show:

https://blogs.nvidia.com/blog/palantir-secure-ai-us-agencies-nemotron-open-models

https://x.com/PalantirTech/status/2072326189079757277

https://www.theinformation.com/articles/anthropic-blindsides-business-partners?rc=f8fu8f

https://www.google.com/finance/quote/FIG:NYSE

https://x.com/DavidSacks/status/2072673187666813226

https://x.com/chamath/status/2072665199786561713

https://x.com/quxiaoyin/status/2072428278976074115

https://x.com/chamath/status/2072390507628540213

https://www.justice.gov/usao-cdca/pr/chinese-national-pleads-guilty-running-birth-tourism-scheme-helped-aliens-give-birth-us

https://www.pbs.org/newshour/politics/democratic-socialist-melat-kiros-defeats-longtime-house-incumbent-in-colorado-primary

https://x.com/GavinNewsom/status/2070496029280276571

https://www.ocregister.com/2026/02/27/these-charts-show-how-californias-budget-has-skyrocketed

https://x.com/JeanneIves/status/2072165726526308719

https://polymarket.com/event/democratic-presidential-nominee-2028