Anthropic's $2T IPO, Zuck's AI Manifesto, Nvidia's $500B AI Bet, Grok's Comeback

SpaceX investment update and a recap of the Rahm Emanuel interview, then turns to Anthropic’s IPO buzz, revenue ramp, and what a public offering could look like. The discussion moves through AI’s growth outlook, data center buildouts, power constraints, and the gap between media narratives and operational reality. It also covers open source adoption, Zuckerberg’s AI manifesto, centralized versus decentralized control, regulation, job displacement, and why some AI fears miss the mark. The back half hits NVIDIA’s financing tactics, Amazon’s legal issues, socialism versus capitalism, Grok and xAI, Workday’s acquisition, and Summit announcements.