All-In with Chamath, Jason, Sacks & FriedbergOpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide CrazeAI’s Real Bottleneck: Power
8:29–10:02 · 93s
Chamath reframes OpenAI’s misses as a pure supply issue, arguing the entire AI industry is constrained by electrical power, not demand—setting up a dramatic shift toward whoever controls energy.