
OpenAI's Identity Crisis, Datacenter Wars, Market Up on Iran News, Mamdani's First Tax, Swalwell Out
Descripción del Episodio
(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 resigns from Congress: Who knew what and when? Impact of the Democratic Machine
(1:10:31) State of the market: Confusing indicators, pricing in Iran peace, AI's mixed results, inflated valuations
(1:26:31) The Price is Wrong: Name That Overvalued Startup ROUND 2
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Referenced in the show:
https://www.texastribune.org/2025/01/22/austin-texas-rents-falling
https://polymarket.com/event/gpt-5pt5-released-on
https://www.ft.com/content/04ac7917-940b-4606-be5f-9eb895a7d982
https://x.com/RihardJarc/status/2044725910566220095
https://x.com/RoundtableSpace/status/2041897604708233650
https://x.com/chamath/status/2043811625967530056
https://x.com/pmarca/status/2042742413098450998
https://www.reuters.com/business/allbirds-shares-jump-over-400-plans-pivot-ai-sneakers-2026-04-15
https://www.wsj.com/business/data-centers-are-a-gold-rush-for-construction-workers-6e3c5ce0
https://x.com/zerohedge/status/2043520934930239860
https://x.com/APompliano/status/2041946174677217733
https://x.com/IAPolls2022/status/2041589297489305717
https://www.tmz.com/2026/04/13/tmzdc-staff-starts-today
https://x.com/great_martis/status/2044454944808571015
https://x.com/GlobalMktObserv/status/2044059352466690501
https://x.com/mattcerminaro/status/2044546097230626819
https://www.politico.com/news/2026/04/13/influencers-allegations-eric-swalwell-00869517
https://x.com/JoeBiden/status/1815080881981190320
https://x.com/TimRunsHisMouth/status/1815088017847333273
https://www.npr.org/2024/07/08/nx-s1-5032737/biden-tells-democrats-stop-speculation
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