NVIDIA's $1 Trillion Bet on Orbital AI

The "Inference Inflection Point" has arrived, and it’s moving from our pockets to the stars.In Episode 10, Sasha and Melo break down the massive shifts at NVIDIA GTC 2026, where Jensen Huang projected a $1 trillion revenue boom and unveiled Vera Rubin Space-1—solar-powered AI compute modules designed for orbit.While SpaceX hits a 10,000-satellite milestone, they are already filing to launch 1 million more to turn low-Earth orbit into a massive, decentralized data center.Timestamps:0:00 – Intro: Dating AI, Space Nukes, and Pikachu1:19 – Oil hits $103: The Strait of Hormuz Inflation Trap3:48 – NVIDIA GTC 2026: The $1T Revenue Path & Physical AI5:54 – The Pokémon Dataset: How Gamers Built Niantic Spatial9:56 – SpaceX’s 1M Satellite Filing: Kardashev II Ambitions12:11 – xAI & Digital Optimus: Turning Teslas into Compute Nodes14:07 – Meta’s "Year of Efficiency 2.0": 16,000 Layoffs for AI17:26 – NVIDIA's Nemotron 3 + Nemoclaw 20:40 – Tinder & Bumble’s AI Assistants: Fixing Dating Fatigue25:17 – Trump’s WLFI: The $5 Million "Direct Access" Staking Gate29:46 – Nasdaq & NYSE go On-Chain: The $126T Equity Migration32:44 – SEC/CFTC Joint Clarity: BTC, ETH, and SOL are Commodities35:32 – Kai $125 million funding round36:03 – Replit $400 million funding round36:26 – Axiom Math $200 million in Series A funding round36:59 – Frore Systems $143 million Series D funding round at a $1.64 billion post-money valuation37:38 – Surf AI $57 million funding round38:10 – Mastercard buys BVNK ($1.8B): The Crypto Acquisition Record40:13 – Outro