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

About this episode

The episode discusses OpenAI's missed targets, the competition between Codex and Claude, the lawsuit involving Elon Musk and Sam Altman, and the rise of peptides in mainstream health.

(0:00) Bestie intros (3:05) OpenAI misses targets, Codex gains on Claude (20:02) AI cybersecurity: a market that's about to explode (31:03) Elon vs Sam Altman lawsuit (41:00) Big tech smashes earnings, Capex explosion (52:44) Vibecoding nightmare: AI deleted someone's codebase (58:33) Retatrutide craze: peptides go mainstream (1:06:34) Friedberg's Supreme Court experience Apply for Summit 2026: https://allin.com/events Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect Referenced in the show: https://www.instagram.com/missthingthepod https://www.wsj.com/tech/ai/openai-misses-key-revenue-user-targets-in-high-stakes-sprint-toward-ipo-94a95273 https://polymarket.com/event/ipos-before-2027 https://x.com/aakashgupta/status/2049723185617412550 https://arxiv.org/pdf/1803.03635…

People in this episode

Hosts: Chamath, Jason, David Sacks, Friedberg

Topics covered

• OpenAI performance
• AI cybersecurity
• Elon Musk vs Sam Altman lawsuit
• Big tech earnings
• Peptide trends

Keywords

• OpenAI
• Codex
• Claude
• Elon Musk
• Sam Altman
• AI cybersecurity
• Big Tech
• peptides
• Retatrutide

Mentioned in this episode

Organizations: OpenAI, Codex, Claude, Big Tech

Products: Retatrutide

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