OpenAI's Identity Crisis, Datacenter Wars, Market Up on Iran News, Mamdani's First Tax, Swalwell Out

<p>(0:00) Bestie intros: Travis Kalanick joins the show!</p> <p>(0:42) Mamdani taxes the rich: new pied-à-terre tax coming to NYC</p> <p>(11:23) OpenAI's identity crisis: Leaked memo, enterprise pivot, Anhropic valuation flip (27:28) Big Tech's compute dominance: How will this impact frontier labs?</p> <p>(33:53) Allbirds stock up over 400% on AI pivot, and what's behind the datacenter disaster?</p> <p>(54:37) The Price is Wrong: Name That Overvalued Startup ROUND 1</p> <p>(59:23) Eric Swalwell drops out of CA governor race and resigns from Congress: Who knew what and when? Impact of the Democratic Machine</p> <p>(1:10:31) State of the market: Confusing indicators, pricing in Iran peace, AI's mixed results, inflated valuations</p> <p>(1:26:31) The Price is Wrong: Name That Overvalued Startup ROUND 2</p> <p>Apply for Summit 2026:</p> <p><a href= "https://allin.com/events">https://allin.com/events</a></p> <p>Follow Travis:</p> <p><a href="https://x.com/travisk">https://x.com/travisk</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.texastribune.org/2025/01/22/austin-texas-rents-falling"> https://www.texastribune.org/2025/01/22/austin-texas-rents-falling</a></p> <p><a href= "https://www.cnbc.com/2026/04/13/openai-touts-amazon-alliance-in-memo-microsoft-limited-our-ability.html"> https://www.cnbc.com/2026/04/13/openai-touts-amazon-alliance-in-memo-microsoft-limited-our-ability.html</a></p> <p><a href= "https://polymarket.com/event/gpt-5pt5-released-on">https://polymarket.com/event/gpt-5pt5-released-on</a></p> <p><a href= "https://www.ft.com/content/04ac7917-940b-4606-be5f-9eb895a7d982">https://www.ft.com/content/04ac7917-940b-4606-be5f-9eb895a7d982</a></p> <p><a href= "https://x.com/RihardJarc/status/2044725910566220095">https://x.com/RihardJarc/status/2044725910566220095</a></p> <p><a href= "https://x.com/RoundtableSpace/status/2041897604708233650">https://x.com/RoundtableSpace/status/2041897604708233650</a></p> <p><a href= "https://x.com/chamath/status/2043811625967530056">https://x.com/chamath/status/2043811625967530056</a></p> <p><a href= "https://x.com/pmarca/status/2042742413098450998">https://x.com/pmarca/status/2042742413098450998</a></p> <p><a href= "https://www.reuters.com/business/allbirds-shares-jump-over-400-plans-pivot-ai-sneakers-2026-04-15"> https://www.reuters.com/business/allbirds-shares-jump-over-400-plans-pivot-ai-sneakers-2026-04-15</a></p> <p><a href= "https://www.wsj.com/business/data-centers-are-a-gold-rush-for-construction-workers-6e3c5ce0"> https://www.wsj.com/business/data-centers-are-a-gold-rush-for-construction-workers-6e3c5ce0</a></p> <p><a href= "https://x.com/zerohedge/status/2043520934930239860">https://x.com/zerohedge/status/2043520934930239860</a></p> <p><a href= "https://x.com/APompliano/status/2041946174677217733">https://x.com/APompliano/status/2041946174677217733</a></p> <p><a href= "https://x.com/IAPolls2022/status/2041589297489305717">https://x.com/IAPolls2022/status/2041589297489305717</a></p> <p><a href= "https://www.tmz.com/2026/04/13/tmzdc-staff-starts-today">https://www.tmz.com/2026/04/13/tmzdc-staff-starts-today</a></p> <p><a href= "https://www.nbcnews.com/politics/elections/eric-swalwell-drops-bid-california-governor-sexual-misconduct-allegati-rcna277009"> https://www.nbcnews.com/politics/elections/eric-swalwell-drops-bid-california-governor-sexual-misconduct-allegati-rcna277009</a></p> <p><a href= "https://x.com/great_martis/status/2044454944808571015">https://x.com/great_martis/status/2044454944808571015</a></p> <p><a href= "https://x.com/GlobalMktObserv/status/2044059352466690501">https://x.com/GlobalMktObserv/status/2044059352466690501</a></p> <p><a href= "https://x.com/mattcerminaro/status/2044546097230626819">https://x.com/mattcerminaro/status/2044546097230626819</a></p> <p><a href= "https://www.politico.com/news/2026/04/13/influencers-allegations-eric-swalwell-00869517"> https://www.politico.com/news/2026/04/13/influencers-allegations-eric-swalwell-00869517</a></p> <p><a href= "https://x.com/JoeBiden/status/1815080881981190320">https://x.com/JoeBiden/status/1815080881981190320</a></p> <p><a href= "https://x.com/TimRunsHisMouth/status/1815088017847333273">https://x.com/TimRunsHisMouth/status/1815088017847333273</a></p> <p><a href= "https://www.npr.org/2024/07/08/nx-s1-5032737/biden-tells-democrats-stop-speculation"> https://www.npr.org/2024/07/08/nx-s1-5032737/biden-tells-democrats-stop-speculation</a></p>