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OpenAI's Identity Crisis, Datacenter Wars, Market Up on Iran News, Mamdani's First Tax, Swalwell Out

Technology
United States
Started April 18, 2026

(0:00) Bestie intros: Travis Kalanick joins the show! (0:42) Mamdani taxes the rich: new pied-à-terre tax coming to NYC (11:23) OpenAI's identity crisis: Leaked memo, enterprise pivot, Anhropic valuation flip (27:28) Big Tech's compute dominance: How will this impact frontier labs? (33:53) Allbirds stock up over 400% on AI pivot, and what's behind the datacenter disaster? (54:37) The Price is Wrong: Name That Overvalued Startup ROUND 1 (59:23) Eric Swalwell drops out of CA governor race and r...

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CLAIM Posted by will • Apr 18, 2026
Mamdani's proposed pied-à-terre tax could drive wealthy residents out of NYC, harming the local economy and real estate market.
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CLAIM Posted by will • Apr 18, 2026
Big Tech's dominance in computing resources poses a significant threat to smaller frontier labs, stifling innovation and diversity in the tech industry.
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CLAIM Posted by will • Apr 18, 2026
Implementing higher taxes on luxury properties in NYC is essential for addressing income inequality and funding public services.
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CLAIM Posted by will • Apr 18, 2026
OpenAI's recent identity crisis highlights the need for clear governance in AI development to balance innovation and ethical considerations.
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CLAIM Posted by will • Apr 18, 2026
The surge in Allbirds stock due to AI pivot reflects a troubling trend where short-term gains overshadow long-term business sustainability.
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