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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 dives into the current challenges and opportunities shaping the AI landscape, from corporate missteps to geopolitical competition and domestic policy failures. The conversation cuts through recent controversies to examine the structural forces influencing technological leadership and economic direction.
17:16
OpenAI is not seeking a bailout but advocating for national security and economic growth through AI infrastructure.
29:54
If progress stops in the West, China will win the AI race.
35:49
Only a portion of announced AI deals' obligations are borne by OpenAI.
1:05:06
Not all layoffs are due to AI; companies are cutting excess fat to boost earnings.
1:09:00
Degrees should be priced based on value and earnings power.

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

Jason Calacanis: 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. Chamath Palihapitiya: Can we ask Op...