Does OpenAI Need a Bailout? Mamdani Wins, Socialism Rising, Filibuster Nuclear Option
All-In with Chamath, Jason, Sacks & Friedberg
All-In Podcast, LLC
4.2 • 7.1K Ratings
🗓️ 7 November 2025
⏱️ 87 minutes
🧾️ Download transcript
Summary
(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, solutions, should Republicans end the filibuster?
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Referenced in the show:
https://www.cnbc.com/2025/10/29/alphabet-google-q3-earnings.html
https://www.cnbc.com/2025/10/29/meta-q3-earnings-report-2025.html
https://www.linkedin.com/feed/update/urn:li:activity:7392049356012507136/
https://x.com/DavidSacks/status/1986476840207122440
https://x.com/sama/status/1986514377470845007
https://www.ft.com/content/53295276-ba8d-4ec2-b0de-081e73b3ba43
https://x.com/nvidianewsroom/status/1986221177099194484
https://www.aipanic.news/p/the-ai-existential-risk-industrial
https://fred.stlouisfed.org/series/LES1252881600Q
https://x.com/MorningBrew/status/1986464568470888935
https://x.com/chamath/status/1986076707196162068
https://polymarket.com/event/new-york-city-mayoral-election
https://www.nbcnews.com/politics/2025-elections/new-york-city-mayor-results
Transcript
Click on a timestamp to play from that location
| 0:00.0 | Brad Gersner's here joining us hot after crashing the stock market and popping the AI bubble. |
| 0:06.5 | Well done, Brad, we're going to get into it. |
| 0:09.7 | All of our portfolios, thank you. |
| 0:12.0 | We're all down 15% this week. |
| 0:14.0 | Can we ask Open AI to just put a moratorium on any more public statements or appearances for another couple months? |
| 0:20.7 | Good job, Brad. |
| 0:21.8 | You decided you'd be a podcaster. |
| 0:23.6 | You're like, hey, let me ask a couple of hard questions here. |
| 0:25.6 | And you pop the AI bubble. |
| 0:29.5 | Yeah, something like that. |
| 0:30.7 | Do as I say, not as I do. |
| 0:33.7 | Let your winners ride. |
| 0:36.6 | Rain Man David Sauc |
| 0:37.9 | And it's said |
| 0:41.6 | We open source it to the fans |
| 0:43.1 | And they've just gone crazy with it |
| 0:44.7 | Love you as queen of Kinwa |
| 0:47.0 | Are we getting into it? |
| 0:50.3 | Because I think it is interesting actually |
| 0:51.8 | It's super interesting |
| 0:52.8 | Super interesting |
| 0:53.5 | Let's get it. |
... |
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