OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze
All-In with Chamath, Jason, Sacks & Friedberg
00:00
Hyperscalers Resemble Industrial Giants
Chamath Palihapitiya says AI is pushing software leaders into asset-heavy, debt-funded infrastructure businesses and suggests investors follow where hyperscaler dollars are flowing.
Play episode from 43:31
Transcript
