All-In with Chamath, Jason, Sacks & Friedberg OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze
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May 1, 2026 OpenAI’s growth stumbles while coding tools heat up. The conversation digs into AI cybersecurity, a high-stakes Elon and Sam courtroom clash, and hyperscalers pouring staggering sums into infrastructure. There’s also a wild cautionary tale about AI wiping out a codebase, plus the peptide boom pushing weight-loss drugs into the mainstream.
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Frontier Models Transform Cyber Offense And Defense
- Frontier models now automate multi-step cyber attacks but also enable defenders to find and patch vulnerabilities at scale.
- David Sacks highlights GPT 5.5 Cyber completed AI Security Institute simulation end-to-end, matching Mythos capability and being commercially available.
Use AI To Harden Code Before Hackers Do
- Use AI tools proactively in the hands of white hats to discover and patch vulnerabilities before black hats weaponize them.
- Sacks advises organizations to harden codebases now because models only discover existing bugs, not create them.
Hyperscaler CapEx Is Remaking Big Tech Balance Sheets
- Hyperscalers are shifting from asset-light to asset-heavy, guiding a trillion-dollar-plus CapEx cycle driven by AI infrastructure.
- Jason Calacanis lists Amazon, Microsoft, Google and Meta CapEx pushes, warning free cash flow will be constrained by these investments.