The Compound and FriendsSleep at Night Portfolio, Big Tech Earnings Week, Spotify Blows Up, Josh on JobyOpenAI skepticism, media smoke
12:57–13:36 · 39s
Josh dismisses negative OpenAI reporting as rumor-fueled, citing denials and litigation motives, and bluntly says he doesn't believe the stories. It’s a sharp, timely take as they link market reactions to contested narratives.