OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze
From All-In with Chamath, Jason, Sacks & Friedberg
Published 5/1/2026
From All-In with Chamath, Jason, Sacks & Friedberg
Published 5/1/2026
(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…
