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

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

(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:

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

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