Does OpenAI Need a Bailout? Mamdani Wins, Socialism Rising, Filibuster Nuclear Option

Does OpenAI Need a Bailout? Mamdani Wins, Socialism Rising, Filibuster Nuclear Option

(0:00) Brad Gerstner joins the show!

(0:49) OpenAI's rough week: Altman's controversial comments on BG2, CFO's "federal backstop" faux pas, clarifications

(18:33) Why Jensen Huang said "China is going to win the AI race."; the need for a federal framework on AI

(30:39) OpenAI's strengths and headwinds: breakout product, trust issues, competition, betting on the AI supercycle

(36:47) Holiday party announcement! allin.com/events for tickets

(39:19) State of the market, consumer is cracking, need for domestic/"main street" wins, is Trump losing the middle class?

(1:05:58) Zohran wins NYC, socialism's rise in America, solutions, should Republicans end the filibuster?

Join us at the All-In Holiday Spectacular!:

https://allin.com/events

Follow Brad:

https://x.com/altcap

Follow the besties:

https://x.com/chamath

https://x.com/Jason

https://x.com/DavidSacks

https://x.com/friedberg

Follow on X:

https://x.com/theallinpod

Follow on Instagram:

https://www.instagram.com/theallinpod

Follow on TikTok:

https://www.tiktok.com/@theallinpod

Follow on LinkedIn:

https://www.linkedin.com/company/allinpod

Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

Referenced in the show:

https://www.cnbc.com/2025/10/29/alphabet-google-q3-earnings.html

https://www.cnbc.com/2025/10/29/meta-q3-earnings-report-2025.html

https://www.bloomberg.com/news/articles/2025-11-05/apple-plans-to-use-1-2-trillion-parameter-google-gemini-model-to-power-new-siri

https://www.wsj.com/video/openai-wants-federal-backstop-for-new-investments/4F6C864C-7332-448B-A9B4-66C321E60FE7

https://www.linkedin.com/feed/update/urn:li:activity:7392049356012507136/

https://x.com/DavidSacks/status/1986476840207122440

https://x.com/sama/status/1986514377470845007

https://www.ft.com/content/53295276-ba8d-4ec2-b0de-081e73b3ba43

https://x.com/nvidianewsroom/status/1986221177099194484

https://www.aipanic.news/p/the-ai-existential-risk-industrial

https://fred.stlouisfed.org/series/LES1252881600Q

https://x.com/MorningBrew/status/1986464568470888935

https://x.com/chamath/status/1986076707196162068

https://polymarket.com/event/new-york-city-mayoral-election

https://www.nbcnews.com/politics/2025-elections/new-york-city-mayor-results

https://x.com/JDVance/status/1986099131845136594

https://x.com/houmanhemmati/status/1980499276229931034

Jaksot(350)

Solana's Anatoly Yakovenko on Crypto's Next Era: Quantum, AI, and the Future of Money

Solana's Anatoly Yakovenko on Crypto's Next Era: Quantum, AI, and the Future of Money

(0:00) Introducing Solana Co-Founder Anatoly Yakovenko (0:55) Crypto under Trump vs Biden, stablecoin boom, what it means for US treasuries (5:56) Traditional exchanges using blockchain vs crypto-nati...

18 Syys 202525min

Uber CEO Dara Khosrowshahi on self-driving's future, changing business model, job displacement

Uber CEO Dara Khosrowshahi on self-driving's future, changing business model, job displacement

(0:00) Introducing Uber CEO Dara Khosrowshahi (0:59) Uber's self-driving business: partnerships, market size, LiDAR vs computer vision, safety, distribution (8:14) How self-driving impacts Uber's busi...

17 Syys 202525min

The College Crisis: Heads of Dartmouth & Berkeley Debate the Decline of US Universities

The College Crisis: Heads of Dartmouth & Berkeley Debate the Decline of US Universities

(0:00) Introducing Dartmouth President Sian Beilock and Berkeley Chancellor Rich Lyons (1:14) The student loan burden (8:03) DEI at US universities (13:56) Administrative bloat (16:12) Trump vs the Iv...

16 Syys 202537min

Tulsi Gabbard on Russiagate Hoax Evidence and How She's Reforming Politicized Intelligence Agencies

Tulsi Gabbard on Russiagate Hoax Evidence and How She's Reforming Politicized Intelligence Agencies

(0:00) Introducing Tulsi Gabbard, US Director of National Intelligence (1:21) The Russiagate Hoax Conspiracy and the dangers of highly politicized intelligence agencies (17:31) Russian interference in...

15 Syys 202541min

Robinhood CEO Vlad Tenev on tokenizing stocks, expanding access to private shares, fintech's future

Robinhood CEO Vlad Tenev on tokenizing stocks, expanding access to private shares, fintech's future

(0:00) Introducing Vlad Tenev (0:51) Jason tells his story of investing in Robinhood (3:17) Tokenizing securities, offering tokenized shares in OpenAI and SpaceX, controversy (7:29) Operating under Tr...

15 Syys 202526min

Google DeepMind CEO Demis Hassabis on AI, Creativity, and a Golden Age of Science | All-In Summit

Google DeepMind CEO Demis Hassabis on AI, Creativity, and a Golden Age of Science | All-In Summit

(0:00) Introducing Sir Demis Hassabis, reflecting on his Nobel Prize win (2:39) What is Google DeepMind? How does it interact with Google and Alphabet? (4:01) Genie 3 world model (9:21) State of robot...

12 Syys 202531min

Elon Musk on DOGE, Optimus, Starlink Smartphones, Evolving with AI, Why the West is Imploding

Elon Musk on DOGE, Optimus, Starlink Smartphones, Evolving with AI, Why the West is Imploding

(0:00) Introducing Elon Musk, and reflecting on his DOGE experience (2:47) Optimus: Progress and potential, the "hands problem" (12:20) Tesla: AI5 chips, impact on FSD (16:50) SpaceX: Vision for Starl...

10 Syys 202544min

Palantir CEO Alex Karp: Why the West is Destroying Itself, Data Empire, Skeptics, How to Win

Palantir CEO Alex Karp: Why the West is Destroying Itself, Data Empire, Skeptics, How to Win

(0:00) Introducing Palantir CEO Alex Karp (1:10) Understanding Palantir's fans and haters (8:40) Palantir's work at the border, data collection and surveillance, built-in protections (20:02) Israel/Pa...

9 Syys 202540min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
psykopodiaa-podcast
mimmit-sijoittaa
rss-rahapodi
pomojen-suusta
rss-rahamania
ostan-asuntoja-podcast
rss-myyntikoulu
herrasmieshakkerit
rahapuhetta
salkunrakentaja-podi
juristipodi
rss-bisnesta-bebeja
rss-set-for-life-sijoita-ja-vaurastu
rss-draivi
taloudellinen-mielenrauha
lakicast
rss-lahtijat
rss-ammattipodcast
rss-merja-mahkan-rahat