OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze

<p>(0:00) Bestie intros</p> <p>(3:05) OpenAI misses targets, Codex gains on Claude</p> <p>(20:02) AI cybersecurity: a market that's about to explode</p> <p>(31:03) Elon vs Sam Altman lawsuit</p> <p>(41:00) Big tech smashes earnings, Capex explosion</p> <p>(52:44) Vibecoding nightmare: AI deleted someone's codebase</p> <p>(58:33) Retatrutide craze: peptides go mainstream</p> <p>(1:06:34) Friedberg's Supreme Court experience</p> <p>Apply for Summit 2026:</p> <p><a href= "https://allin.com/events">https://allin.com/events</a></p> <p>Follow the besties:</p> <p><a href="https://x.com/chamath">https://x.com/chamath</a></p> <p><a href="https://x.com/Jason">https://x.com/Jason</a></p> <p><a href= "https://x.com/DavidSacks">https://x.com/DavidSacks</a></p> <p><a href= "https://x.com/friedberg">https://x.com/friedberg</a></p> <p>Follow on X:</p> <p><a href= "https://x.com/theallinpod">https://x.com/theallinpod</a></p> <p>Follow on Instagram:</p> <p><a href= "https://www.instagram.com/theallinpod">https://www.instagram.com/theallinpod</a></p> <p>Follow on TikTok:</p> <p><a href= "https://www.tiktok.com/@theallinpod">https://www.tiktok.com/@theallinpod</a></p> <p>Follow on LinkedIn:</p> <p><a href= "https://www.linkedin.com/company/allinpod">https://www.linkedin.com/company/allinpod</a></p> <p>Intro Music Credit:</p> <p><a href="https://rb.gy/tppkzl">https://rb.gy/tppkzl</a></p> <p><a href= "https://x.com/yung_spielburg">https://x.com/yung_spielburg</a></p> <p>Intro Video Credit:</p> <p><a href= "https://x.com/TheZachEffect">https://x.com/TheZachEffect</a></p> <p>Referenced in the show:</p> <p><a href= "https://www.instagram.com/missthingthepod">https://www.instagram.com/missthingthepod</a></p> <p><a href= "https://www.wsj.com/tech/ai/openai-misses-key-revenue-user-targets-in-high-stakes-sprint-toward-ipo-94a95273"> https://www.wsj.com/tech/ai/openai-misses-key-revenue-user-targets-in-high-stakes-sprint-toward-ipo-94a95273</a></p> <p><a href= "https://polymarket.com/event/ipos-before-2027">https://polymarket.com/event/ipos-before-2027</a></p> <p><a href= "https://x.com/aakashgupta/status/2049723185617412550">https://x.com/aakashgupta/status/2049723185617412550</a></p> <p><a href= "https://arxiv.org/pdf/1803.03635">https://arxiv.org/pdf/1803.03635</a></p> <p><a href= "https://x.com/AISecurityInst/status/2049868227740565890">https://x.com/AISecurityInst/status/2049868227740565890</a></p> <p><a href= "https://x.com/ns123abc/status/2049527702076449244">https://x.com/ns123abc/status/2049527702076449244</a></p> <p><a href= "https://www.reuters.com/legal/litigation/openai-trial-pitting-elon-musk-against-sam-altman-kicks-off-2026-04-28"> https://www.reuters.com/legal/litigation/openai-trial-pitting-elon-musk-against-sam-altman-kicks-off-2026-04-28</a></p> <p><a href= "https://x.com/ns123abc/status/2049527702076449244">https://x.com/ns123abc/status/2049527702076449244</a></p> <p><a href= "https://www.google.com/finance/quote/CSCO:NASDAQ">https://www.google.com/finance/quote/CSCO:NASDAQ</a></p> <p><a href= "https://x.com/chamath/status/2049864100143104420">https://x.com/chamath/status/2049864100143104420</a></p> <p><a href= "https://x.com/zerohedge/status/2049895327566561683">https://x.com/zerohedge/status/2049895327566561683</a></p> <p><a href= "https://x.com/lifeof_jer/status/2048103471019434248">https://x.com/lifeof_jer/status/2048103471019434248</a></p> <p><a href= "https://x.com/levie/status/2049163935182733396">https://x.com/levie/status/2049163935182733396</a></p> <p><a href= "https://www.foxnews.com/media/carville-tells-dems-quietly-prepare-power-grab-dc-puerto-rico-statehood-supreme-court-packing"> https://www.foxnews.com/media/carville-tells-dems-quietly-prepare-power-grab-dc-puerto-rico-statehood-supreme-court-packing</a></p>