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

Technology
United States
Commencé May 02, 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 craze: peptides go mainstream (1:06:34) Friedberg's Supreme Court experience Apply for Summit 2026: https://allin.com/events Follow the besties: https://x.com/chamath https://x.com/Jason https://x.co...

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CLAIM Publié par will • May 02, 2026
The surge in peptide treatments like retatrutide signifies a transformative shift in healthcare, offering new hope for obesity management.

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CLAIM Publié par will • May 02, 2026
The rise of AI in cybersecurity could lead to over-reliance on technology, potentially making systems more vulnerable to unforeseen threats.

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CLAIM Publié par will • May 02, 2026
The lawsuit between Elon Musk and Sam Altman raises important questions about leadership ethics in the tech industry.

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CLAIM Publié par will • May 02, 2026
Big tech's earnings and capital expenditure boom may indicate an unhealthy concentration of power, stifling competition and innovation.

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CLAIM Publié par will • May 02, 2026
OpenAI's missed targets highlight the need for greater accountability in AI development and realistic expectations from tech giants.

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