Did OpenAI Stage Its Own Cyber Incident? | Stripe Buying Paypal, Frontier Model Economics, Peptides

Deep summer check-in from the More or Less squad. Dave is back on Instagram after a year away (thanks to Stagecoach), Jessica reviews Benson Boone's Wanted Man tour, Chris Stapleton's Montana show gets a shoutout, and Sam is traveling with a Yeti cooler full of peptides.

Don’t worry, this is still a tech podcast: OpenAI revealed an AI that escaped its testing sandbox and hacked Hugging Face. The crew's hot take is that OpenAI is leaning into the story to strengthen its narrative as revenue growth slows. Then, Stripe could be eyeing PayPal. Sam argues Stripe missed a once-in-a-generation opportunity by staying private instead of using public stock as acquisition currency the way Meta did with WhatsApp. They also explain why agentic commerce still isn't real, despite the hype. Plus, “Peptide Corner” returns with reports from the Hamptons, where peptides have officially gone mainstream, rich people inflation has reached $67 for two cappuccinos and sandwiches, and Sam shares an update on his recovering knee.

Chapters:

0:00 Episode Trailer

2:07 Dave Returns to Instagram, Sam Turns 43, and More

8:41 OpenAI's AI Escaped Its Sandbox

16:43 The National Guard Analogy

31:57 Sam's Bot Rebellion Theory

37:44 Is Stripe Buying PayPal?

47:48 Why Agentic Commerce Isn't Here Yet

49:40 Peptide Corner

52:53 Rich People Inflation

54:03 Sam's Knee Recovery

56:47 The GLP-1 Playbook

We’re also on ↓

X: https://twitter.com/moreorlesspod

Instagram: https://instagram.com/moreorless

YouTube: https://youtu.be/460NqsdQm5A

Connect with us here:1) Sam Lessin: https://x.com/lessin2) Dave Morin: https://x.com/davemorin3) Jessica Lessin: https://x.com/Jessicalessin4) Brit Morin: https://x.com/brit

Denne episoden er hentet fra en åpen RSS-feed og er ikke publisert av Podme. Den kan derfor inneholde annonser.

Episoder(173)

The Death of the Web Is Inevitable

Jess went full send on Muse and reports that about 70% of the use cases she was excited about have stopped working, because the internet is fighting back: Good Eggs now wants her to check out in the a...

16 Okt 50min

Agentic Commerce Hits a Wall: Hilton, Amazon and the Bot Blocking Fight

Meta and Microsoft, two of Anthropic's biggest enterprise customers, have roughly halved their Claude usage, and both are running their own models instead. Dave's diagnosis is the one nobody else is m...

9 Okt 53min

Meta Muse vs Instinct vs OpenAI Dots: Do AI Agents Have Any Moat?

Anthropic's S-1 leaked and the numbers are not what the narrative promised: revenue flatlining as token prices drop, and SaaS investors posting memes welcoming Anthropic to the no-growth table. Jess s...

2 Okt 57min

Claude Is Doing Science, a16z Is Starting a University & the AI Bubble Keeps Growing and Still Be a Terrible Business; We'd Rather Send Our Kids to the Military Than to a16z's School

Andreessen Horowitz puts $35 million into a new school and the pod nearly falls apart over it. Sam says he'd rather send his kids to the military, Jess is all for fixing higher ed but not with two ven...

25 Sep 58min

Anthropic Wants to Slow AI Down & Instinct Wants a $10B Valuation. Is It Because They're Losing? Is Dario Amodei Actually Right?

Finally, a full house week where Sam is back from New York and the squad is back for a full dive into this week’s AI drama. Anthropic's Dario wrote a long essay calling for the AI race to slow down, w...

18 Sep 56min

iPhone Duo, Meta Muse & Why AI Finally Scared Dave Morin

Dave Morin goes hands-on with Apple's iPhone Duo, the crew tests Meta's new Muse agent and asks whether it can hold up once Google ships its own, and Dave explains why OpenAI's Astra is the first AI m...

11 Sep 51min

AI Agents Are Going Rogue. Should We Be Worried?

Sam has entered what Jessica calls the “recursive Sam loop,” producing children’s media in his own voice, letting agents deploy their own apps, and having bots track his health. But things take a turn...

4 Sep 55min

Meta’s $17B Reckoning & Why Parents Can’t Compete With Big Tech's Algorithm

Sam is recording poolside, Jess is embracing her agentic era, and somehow that’s the least chaotic part of this week’s episode. The squad digs into Meta’s $17 billion settlement over child safety and ...

28 Aug 54min