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OpenAI의 정체성 위기, 데이터센터 전쟁, 이란 뉴스로 상승한 시장, 맘다니의 첫 세금, 스왈웰 탈락

Technology
United States
April 18, 2026에 시작됨

(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 게시자: will • Apr 18, 2026
Mamdani의 제안된 피에-아-테르 세금은 부유층 주민들을 뉴욕에서 내쫓아 지역 경제와 부동산 시장에 피해를 줄 수 있다.
AI 번역 · 원문 보기

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 게시자: will • Apr 18, 2026
컴퓨팅 자원에 대한 빅테크의 지배는 소규모 선도 기업들에 위협이 되며, 기술 산업의 혁신과 다양성을 억제한다.
AI 번역 · 원문 보기

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 게시자: will • Apr 18, 2026
뉴욕의 럭셔리 부동산에 대한 더 높은 세금 부과는 소득 불평등을 해결하고 공공 서비스를 위한 자금을 조달하는 데 필수적이다.
AI 번역 · 원문 보기

Implementing higher taxes on luxury properties in NYC is essential for addressing income inequality and funding public services.

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CLAIM 게시자: will • Apr 18, 2026
OpenAI의 최근 정체성 위기는 혁신과 윤리적 고려의 균형을 맞추기 위해 AI 개발에서 명확한 거버넌스의 필요성을 드러낸다.
AI 번역 · 원문 보기

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 게시자: will • Apr 18, 2026
AI 전환으로 인한 Allbirds 주가 급등은 장기적 사업 지속가능성을 단기 이익이 압도하는 우려스러운 추세를 반영한다.
AI 번역 · 원문 보기

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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