The AI trade is back—Nvidia, Broadcom, and CoreWeave are surging. But a hidden clause in Congress’s reconciliation bill could reshape the future of AI regulation. Anthropic CEO Dario Amodei is sounding the alarm.

We’re also joined by Replit CEO Amjad Masad to talk about the rise of “vibe coding,” the risk of “vibe hacking,” and where AI-native software development is headed.

Plus: Tesla shares sink as Elon Musk clashes publicly with President Trump over policy—and we break down what’s at stake as Tesla’s robotaxi rollout nears.

Finally, Gene Munster joins to preview Apple’s WWDC and weigh in on whether this is the moment Siri finally gets serious about AI.