All In With AI

In this episode of Being Exponential, we unpack the week’s biggest moves at the intersection of geopolitics, tech and markets. First, MP Materials seals blockbuster rare-earth deals with the Pentagon and Apple—what does this mean for the next generation of humanoid robots (and your portfolio)? Then, we tackle the surprise spike in June inflation and the latest trade-war saber-rattling—why our AI-driven productivity thesis still points to a second-half market rally.

On the tech front, we share our first impressions of Musk’s Grok 4, debate the impact of Trump’s greenlight for Nvidia chip sales to China, and dissect Meta’s and Amazon’s eye-watering commitments to AI compute. We also survey the robotaxi race—Tesla’s Austin and San Francisco expansions versus Uber & Baidu’s global rollout—and ask whether Bitcoin’s sprint to $120K signals a new crypto bull market.

Tune in for actionable insights on MP, QS, AIRO, AMPX and RCAT, plus our roadmap for navigating exponential change in 2025 and beyond. Press play and get ahead of the curve!