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

5/1/20261 hr 21 min

(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

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https://allin.com/events

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https://x.com/chamath

https://x.com/Jason

https://x.com/DavidSacks

https://x.com/friedberg

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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

https://x.com/AISecurityInst/status/2049868227740565890

https://x.com/ns123abc/status/2049527702076449244

https://www.reuters.com/legal/litigation/openai-trial-pitting-elon-musk-against-sam-altman-kicks-off-2026-04-28

https://x.com/ns123abc/status/2049527702076449244

https://www.google.com/finance/quote/CSCO:NASDAQ

https://x.com/chamath/status/2049864100143104420

https://x.com/zerohedge/status/2049895327566561683

https://x.com/lifeof_jer/status/2048103471019434248

https://x.com/levie/status/2049163935182733396

https://www.foxnews.com/media/carville-tells-dems-quietly-prepare-power-grab-dc-puerto-rico-statehood-supreme-court-packing

Clips

Showing 10 of 11

Transcript preview

First 90 seconds
  1. Jason Calacanis· Host0:00

    Jason, do you wanna tell us about your new favorite podcast?

  2. David Sacks· Host0:03

    [laughs] Oh, it's so good. My feed is now, because, you know, since cancel culture ended, Sax, everybody uses the R word and the F word right now, my entire feed on Instagram is either gay or Down syndrome or bulldogs. It's one of those three. And then I stumbled upon the Miss Thing Pod, Miss Thing, and they do a bit called Gay Name, Straight Name. Here's gay name or straight name for David. This, uh, good news and bad news, Friedberg. Here we go.

  3. Speaker 2· Soundbite0:35

    Gay name or straight name?

  4. Speaker 3· Soundbite0:37

    Gay name or straight name?

  5. Speaker 2· Soundbite0:38

    David.

  6. Speaker 3· Soundbite0:39

    David, to me, is straight.

  7. Speaker 2· Soundbite0:42

    [gasps] Okay.

  8. Speaker 3· Soundbite0:43

    But he has my perfect body. It can be confusing because I'm kind of like, "Are you gay?" And it's like, "No, I just wanna be you, David."

  9. Speaker 2· Soundbite0:51

    Totally. Well, it's so, like- Mm ... the Michelangelo's David.

  10. Speaker 3· Soundbite0:55

    Exactly.

  11. Speaker 2· Soundbite0:55

    The male ideal. It's like- Yeah ... incredible body.

  12. Speaker 3· Soundbite0:57

    Yeah.

  13. Speaker 2· Soundbite0:57

    Kinda small [censored]. Sorry.

  14. Speaker 3· Soundbite0:58

    Yeah.

  15. Jason Calacanis· Host0:59

    Oh. It's a little rough.

  16. David Sacks· Host1:01

    [laughs] Oh, boy.

  17. Jason Calacanis· Host1:03

    [laughs] It's so great.

  18. David Sacks· Host1:03

    What are you watching there, JCal?

  19. Jason Calacanis· Host1:04

    They basically nailed these two, but okay, keep going.

  20. David Sacks· Host1:07

    [laughs] I don't think Chamath is on their shortlist, but I know Jason will come up at some point.

  21. Speaker 2· Soundbite1:11

    Gay name or straight name?

  22. Jason Calacanis· Host1:13

    Maybe this is it.

  23. Speaker 3· Soundbite1:14

    Chamath.

  24. David Sacks· Host1:15

    Let, let on the count of three.

  25. Speaker 3· Soundbite1:17

    Yeah.

  26. Speaker 2· Soundbite1:17

    Three, two, one. Gay.

  27. Speaker 3· Soundbite1:21

    [laughs] I'm seeing, like, Italian sweater, like really kinda like loud- Oh ... vibrant sweater. He, like, wears it to, like, poker

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