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

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