OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze
All-In with Chamath, Jason, Sacks & Friedberg
All-In Podcast, LLC
4.0 • 10.4K Ratings
🗓️ 1 May 2026
⏱️ 81 minutes
🧾️ Download transcript
Summary
(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
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Referenced in the show:
https://www.instagram.com/missthingthepod
https://polymarket.com/event/ipos-before-2027
https://x.com/aakashgupta/status/2049723185617412550
https://arxiv.org/pdf/1803.03635
https://x.com/AISecurityInst/status/2049868227740565890
https://x.com/ns123abc/status/2049527702076449244
https://x.com/ns123abc/status/2049527702076449244
https://www.google.com/finance/quote/CSCO:NASDAQ
https://x.com/chamath/status/2049864100143104420
https://x.com/zerohedge/status/2049895327566561683
https://x.com/lifeof_jer/status/2048103471019434248
Transcript
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| 0:00.0 | Jason, do you want to tell us about your new favorite podcast? |
| 0:03.8 | Oh, it's so good. |
| 0:05.9 | My feed is now because, you know, since cancel culture ended sacks, everybody uses the R word and the F word right now. |
| 0:14.3 | My entire feed on Instagram is either gay or Down syndrome or Bulldogs. |
| 0:20.1 | It's one of those three. |
| 0:21.6 | And then I stumbled upon the Miss Thing pod, Miss Thing, and they do a bit called |
| 0:28.1 | Gay Name Straight Name. |
| 0:29.8 | Here's Gay Name or Straight Name for David. |
| 0:32.5 | Good news and bad news, Freepard. |
| 0:34.6 | Here we go. |
| 0:35.3 | Gay name or straight name. |
| 0:38.5 | David. |
| 0:39.8 | David, to me, is straight. |
| 0:42.5 | Okay. |
| 0:43.4 | But he has my perfect body. |
| 0:46.1 | It can be confusing because I'm kind of like, are you gay? |
| 0:49.6 | And it's like, no, I just want to be you, David. |
| 0:51.6 | Totally. |
| 0:52.3 | Well, it's so like the Michelangelo's David, the male ideal. It's like incredible body. Kind of small. Sorry. Yeah. It's a little rough. What are you watching there, J-Cal? They basically nailed these two. But okay, keep going. I don't think Chimov is on their short list, but I know Jason will come up at some point. |
| 1:11.4 | Gay name or straight name. |
| 1:13.5 | Maybe this is it. |
| 1:14.8 | Chimoth. |
... |
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