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!:

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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

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19 Sep 20201h 24min

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E7: California's collapse, how SPACs are opening the markets for growth stocks & more

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Follow the crew: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://bio.fm/the...

31 Jul 20201h 34min

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Follow the crew: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://bio.fm/the...

11 Jul 20201h 32min

E4: Politicizing the pandemic, Police reform, Biden's ideal VP, Twitter vs. Facebook on free speech & more with David Sacks & David Friedberg

E4: Politicizing the pandemic, Police reform, Biden's ideal VP, Twitter vs. Facebook on free speech & more with David Sacks & David Friedberg

Follow @chamath: https://twitter.com/chamath Follow @jason: https://twitter.com/Jason https://linktr.ee/calacanis 0:01 Jason checks in on Chamath, Sacks & Friedberg, opening up their social circles, o...

20 Jun 20201h 18min

E3: Modern Cold War between US & China, economic recovery, potential mass migration out of San Francisco, pandemic politicization & more with David Sacks & David Friedberg

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Follow @chamath: https://twitter.com/chamath Follow @jason: https://twitter.com/Jason https://linktr.ee/calacanis 0:01 Jason & Chamath intro David Sacks & David Friedberg 1:15 Everybody gives their ...

21 Mai 20201h 6min

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Follow @chamath: https://twitter.com/chamath Follow @jason: https://twitter.com/Jason https://linktr.ee/calacanis 0:01 Jason & Chamath catch us up on their quarantines 1:20 Chamath intros David Sacks...

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