# The AI Trade Shows Signs Of Weakness + Team Rubicon CEO Jim Brooks Was Here

Page: https://stenobird.com/podcast/riskreversal-pod-1366742/the-ai-trade-shows-signs-of-weakness-team-rubicon-ceo-jim-brooks-was-here
Text version: https://stenobird.com/podcast/riskreversal-pod-1366742/the-ai-trade-shows-signs-of-weakness-team-rubicon-ceo-jim-brooks-was-here.md
Podcast: [RiskReversal Pod](https://stenobird.com/podcast/riskreversal-pod-1366742)
Published: 2026-06-08T09:00:00+00:00
Episode link: https://traffic.megaphone.fm/RRM9148260275.mp3
Audio file: https://traffic.megaphone.fm/RRM9148260275.mp3
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JSON: https://stenobird.com/v1/public/podcasts/riskreversal-pod-1366742/episodes/the-ai-trade-shows-signs-of-weakness-team-rubicon-ceo-jim-brooks-was-here
Duration seconds: 4646

## Resource

Guy Adami and Dan Nathan break down a strange Friday tape: a strong jobs report that sent stocks lower as the market prices out rate cuts — and even flirts with hikes. They dig into the Broadcom-led selloff in semis, Anthropic's call to slow down AI development and what it could mean for the CapEx trade, and Bitcoin getting cut in half at ~$60K alongside the unraveling of the crypto treasury-company trade. Then Guy unloads on the SpaceX IPO and Jamie Dimon's endorsement of the deal, asking whether someone just rang the bell at the top. In the second half, Dan sits down with Jim Brooks, CEO of Team Rubicon, on his path from Navy SEAL to the CIA to the C-suite — and what grit, culture, and leadership look like when you're leading a force of 200,000 volunteers. They close on defense tech, drones, and the future of the space economy. Show Notes Anthropic Urges Global Pause in AI Development, Flags ‘Self-Improvement’ Risk (WSJ) Goldman Sachs expects SpaceX’s AI revenue to increase 100-fold by 2030 (FT) Morgan Stanley Sees SpaceX’s Revenue Reaching $3.4 Trillion in 2040 (WSJ) Elon Musk's near-daily online posts about race are turning off some fans (Washington Post) Musk Leaves Investors Starstruck at Dimon’s SpaceX Extravaganza (Bloomberg) —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal. Before making any investment or trade, evaluate its suitab…

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