On this week’s episode of Being Exponential, we unpack why stocks keep climbing even after U.S.–Iran missile strikes and a steep drop in oil prices, plus the latest whispers of a July rate cut. We revisit our nuclear-vs-natural-gas thesis for powering AI datacenters, explore defense-AI crossover opportunities, and explain why Cathie Wood’s ARK Innovation ETF is breaking out. Then, we break down Tesla’s Austin robotaxi debut—its triumphs and blunders—assess HIMS stock after the Novo Nordisk split, spotlight AI’s role in insurance with Lemonade and Oscar, and reveal why rare-earth magnets could drive the next robotics boom. Finally, we consider how self-driving cars will reshape our daily lives.

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