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

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

All-In with Chamath, Jason, Sacks & Friedberg

Nov 07
All-In with Chamath, Jason, Sacks & Friedberg

All-In with Chamath, Jason, Sacks & Friedberg

Nov 07
OverviewShownoteHighlightsTranscriptChaptersPins

Shownote

(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 framewor...

Highlights

In this episode, Brad Gerstner joins the discussion amid growing concerns about AI's economic and political implications. The conversation kicks off with a critical look at OpenAI’s recent controversies and expands into broader themes around U.S. competitiveness, market dynamics, and shifting political tides.
09:10
OpenAI is not seeking a government bailout but regulatory support for infrastructure.
29:48
Stopping AI progress would lead to China winning the AI race
36:07
Only a portion of announced deal obligations is borne by OpenAI, with flexible cost matching to revenue.
1:05:23
Not all layoffs can be attributed to AI; CEOs are cutting excess fat to boost earnings.
1:05:58
Zohran Mamdani's win signals a turning point in urban politics driven by economic discontent.

Chapters

Brad Gerstner joins the show!
00:00
OpenAI's rough week: Altman's controversial comments on BG2, CFO's "federal backstop" faux pas, clarifications
00:49
Why Jensen Huang said “China is going to win the AI race.”; the need for a federal framework on AI
18:33
OpenAI's strengths and headwinds: breakout product, trust issues, competition, betting on the AI supercycle
30:39
Holiday party announcement! allin.com/events for tickets
36:47
State of the market, consumer is cracking, need for domestic/"main street" wins, is Trump losing the middle class?
39:19
Zohran wins NYC, socialism's rise in America, solutions, should Republicans end the filibuster?
1:05:58

Transcript

David Sacks: Brad Gerstner is here, joining us hot after crashing the stock market and popping the AI bubble. Well done, Brad. We're going to get into it. All of our portfolios, thank you, rolled down 15% this week. Jason Calacanis: Can we ask OpenAI to j...