OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze
All-In with Chamath, Jason, Sacks & Friedberg
00:00
AI Demand Looks More Real Than 2000
David Sacks argues this boom differs from the dark-fiber era because GPUs are fully utilized, cloud growth is strong, and AI now drives broad economic productivity.
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