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

Episoder(347)

Epstein Files, Is SaaS Dead?, Moltbook Panic, SpaceX xAI Merger, Trump's Fed Pick

Epstein Files, Is SaaS Dead?, Moltbook Panic, SpaceX xAI Merger, Trump's Fed Pick

(0:00) Besties intros: Brad Gerstner joins the show (3:16) Epstein Files (15:45) SaaS stocks crash out (35:11) Moltbook panic (47:37) Trump selects Kevin Warsh as new Fed Chair, replacing Jerome Powel...

7 Feb 1h 19min

ICE Chaos in Minneapolis, Clawdbot Takeover, Why the Dollar is Dropping

ICE Chaos in Minneapolis, Clawdbot Takeover, Why the Dollar is Dropping

(0:00) Bestie intros + quick Davos recap (9:55) ICE chaos in Minneapolis: aftermath and reactions to the two recent deaths (45:54) Clawdbot takeover: Jason demos his OpenClawd instances, Kimi K2.5, en...

30 Jan 1h 30min

The Future of Everything: What CEOs of Circle, CrowdStrike & More See Coming in 2026

The Future of Everything: What CEOs of Circle, CrowdStrike & More See Coming in 2026

(0:00) Intro (0:50) Circle CEO Jeremy Allaire on stablecoins post-GENIUS Act, interest rate impact, growth in 2026, and the future of money in an AI world (52:33) CrowdStrike CEO George Kurtz on cyber...

25 Jan 2h 14min

Dr. Mehmet Oz on Fixing American Healthcare + Fraud | Live from Davos

Dr. Mehmet Oz on Fixing American Healthcare + Fraud | Live from Davos

(0:00) The Besties introduce Dr. Oz (3:26) Trump's vision for healthcare in America (13:26) AI & self-directed healthcare (30:10) The future of GLP-1s and affordability (35:06) The Medical Fraud Crisi...

24 Jan 1h 5min

Coinbase CEO's Top 3 Crypto Trends for 2026 + More from Davos!

Coinbase CEO's Top 3 Crypto Trends for 2026 + More from Davos!

(0:00) Intro (0:37) Coinbase CEO, Brian Armstrong on Crypto Adoption (38:51) Cerebras CEO, Andrew Feldman on Compute Power (1:18:50) Gecko Robotics CEO, Jake Loosararian on AI and Physical Robots This...

23 Jan 1h 35min

Inside America's AI Strategy: Infrastructure, Regulation, and Global Competition

Inside America's AI Strategy: Infrastructure, Regulation, and Global Competition

(0:00) Introducing David Sacks and Michael Kratsios, moderated by Maria Bartiromo (1:21) The cost of infrastructure build-out, energy challenges (12:41) Where AI will be most impactful (22:39) The Chi...

23 Jan 47min

Under Secretary of State Sarah B. Rogers on dismantling the "Censorship Industrial Complex"

Under Secretary of State Sarah B. Rogers on dismantling the "Censorship Industrial Complex"

(0:00) Jason and Sacks welcome Sarah B. Rogers! (2:22) Free speech, EU censorship, OSA/DSA overreach? (13:44) Censorship on mass migration policies, major fines against US companies, the DSA as a "cen...

22 Jan 45min

Microsoft CEO Satya Nadella on AI's Business Revolution: What Happens to SaaS, OpenAI, and Microsoft? | LIVE from Davos

Microsoft CEO Satya Nadella on AI's Business Revolution: What Happens to SaaS, OpenAI, and Microsoft? | LIVE from Davos

(0:00) Jason and Sacks welcome Microsoft CEO Satya Nadella (1:31) Future of AI copilots and agents, impact on white collar work (8:01) How Microsoft has scaled revenue and profits with flat headcount ...

21 Jan 32min

Populært innen Business og økonomi

stopp-verden
dine-penger-pengeradet
e24-podden
rss-penger-polser-og-politikk
rss-borsmorgen-okonominyhetene
pengepodden-2
utbytte
pengesnakk
finansredaksjonen
morgenkaffen-med-finansavisen
tid-er-penger-en-podcast-med-peter-warren
livet-pa-veien-med-jan-erik-larssen
rss-sunn-okonomi
okonomiamatorene
lederpodden
rss-markedspuls-2
rss-fa-makro
boligbobla
rss-andelige-tanker-med-camillo
lederskap-nhhs-podkast-om-ledelse