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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Intro Music Credit:
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Referenced in the show:
https://www.instagram.com/missthingthepod
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://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
Clips
Showing 10 of 11Transcript preview
First 90 secondsJason Calacanis· Host0:00
Jason, do you wanna tell us about your new favorite podcast?
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.
Speaker 2· Soundbite0:35
Gay name or straight name?
Speaker 3· Soundbite0:37
Gay name or straight name?
Speaker 2· Soundbite0:38
David.
Speaker 3· Soundbite0:39
David, to me, is straight.
Speaker 2· Soundbite0:42
[gasps] Okay.
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."
Speaker 2· Soundbite0:51
Totally. Well, it's so, like- Mm ... the Michelangelo's David.
Speaker 3· Soundbite0:55
Exactly.
Speaker 2· Soundbite0:55
The male ideal. It's like- Yeah ... incredible body.
Speaker 3· Soundbite0:57
Yeah.
Speaker 2· Soundbite0:57
Kinda small [censored]. Sorry.
Speaker 3· Soundbite0:58
Yeah.
Jason Calacanis· Host0:59
Oh. It's a little rough.
David Sacks· Host1:01
[laughs] Oh, boy.
Jason Calacanis· Host1:03
[laughs] It's so great.
David Sacks· Host1:03
What are you watching there, JCal?
Jason Calacanis· Host1:04
They basically nailed these two, but okay, keep going.
David Sacks· Host1:07
[laughs] I don't think Chamath is on their shortlist, but I know Jason will come up at some point.
Speaker 2· Soundbite1:11
Gay name or straight name?
Jason Calacanis· Host1:13
Maybe this is it.
Speaker 3· Soundbite1:14
Chamath.
David Sacks· Host1:15
Let, let on the count of three.
Speaker 3· Soundbite1:17
Yeah.
Speaker 2· Soundbite1:17
Three, two, one. Gay.
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