OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze
All-In with Chamath, Jason, Sacks & Friedberg
00:00
Power Becomes AI’s Bottleneck
Chamath Palihapitiya argues AI demand is not the problem; power, grid equipment, and project delays are the real constraints shaping OpenAI and Anthropic.
Play episode from 08:29
Transcript
