Does OpenAI Need a Bailout? Mamdani Wins, Socialism Rising, Filibuster Nuclear Option
Published: November 7, 2025
Duration: 1:27:29
(0:00) Brad Gerstner joins the show!
(0:49) OpenAI's rough week: Altman's controversial comments on BG2, CFO's "federal backstop" faux pas, clarifications
(18:33) Why Jensen Huang said "China is going to win the AI race."; the need for a federal framework on AI
(30:39) OpenAI's strengths and headwinds: breakout product, trust issues, competition, betting on the AI supercycle
(36:47) Holiday party announcement! allin.com/events for tickets
(39:19) State of the market, consumer is cracking, need for domestic/"main street" wins, is Trump losing the middle class?
(1:05:58) Zohran wins NYC, socialism's rise in America...