(0:00) Brad Gerstner joins the show! (0:49) OpenAI's rough week: Altman's controversial comments on BG2, CFO's "federal backstop" faux pas, clarifications (18:33) Why Jensen Huang said "China is going to win the AI race."; the need for a federal framework on AI (30:39) OpenAI's strengths and headwinds: breakout product, trust issues, competition, betting on the AI supercycle (36:47) Holiday party announcement! allin.com/events for tickets (39:19) State of the market, consumer is cracking, need for domestic/"main street" wins, is Trump losing the middle class? (1:05:58) Zohran wins NYC, socialism's rise in America, solutions, should Republicans end the filibuster? Join us at the All-In Holiday Spectacular!: <a href= "https://allin.com/events">https://allin.com/events</a> Follow Brad: <a href="https://x.com/altcap">https://x.com/altcap</a> Follow the besties: <a href="https://x.com/chamath">https://x.com/chamath</a> <a href="https://x.com/Jason">https://x.com/Jason</a> <a href= "https://x.com/DavidSacks">https://x.com/DavidSacks</a> <a href= "https://x.com/friedberg">https://x.com/friedberg</a> Follow on X: <a href= "https://x.com/theallinpod">https://x.com/theallinpod</a> Follow on Instagram: <a href= "https://www.instagram.com/theallinpod">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href= "https://www.tiktok.com/@theallinpod">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href= "https://www.linkedin.com/company/allinpod">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl">https://rb.gy/tppkzl</a> <a href= "https://x.com/yung_spielburg">https://x.com/yung_spielburg</a> Intro Video Credit: <a href= "https://x.com/TheZachEffect">https://x.com/TheZachEffect</a> Referenced in the show: <a href= "https://www.cnbc.com/2025/10/29/alphabet-google-q3-earnings.html">https://www.cnbc.com/2025/10/29/alphabet-google-q3-earnings.html</a> <a href= "https://www.cnbc.com/2025/10/29/meta-q3-earnings-report-2025.html"> https://www.cnbc.com/2025/10/29/meta-q3-earnings-report-2025.html</a> <a href= "https://www.bloomberg.com/news/articles/2025-11-05/apple-plans-to-use-1-2-trillion-parameter-google-gemini-model-to-power-new-siri"> https://www.bloomberg.com/news/articles/2025-11-05/apple-plans-to-use-1-2-trillion-parameter-google-gemini-model-to-power-new-siri</a> <a href= "https://www.wsj.com/video/openai-wants-federal-backstop-for-new-investments/4F6C864C-7332-448B-A9B4-66C321E60FE7"> https://www.wsj.com/video/openai-wants-federal-backstop-for-new-investments/4F6C864C-7332-448B-A9B4-66C321E60FE7</a> <a href= "https://www.linkedin.com/feed/update/urn:li:activity:7392049356012507136/"> https://www.linkedin.com/feed/update/urn:li:activity:7392049356012507136/</a> <a href= "https://x.com/DavidSacks/status/1986476840207122440">https://x.com/DavidSacks/status/1986476840207122440</a> <a href= "https://x.com/sama/status/1986514377470845007">https://x.com/sama/status/1986514377470845007</a> <a href= "https://www.ft.com/content/53295276-ba8d-4ec2-b0de-081e73b3ba43">https://www.ft.com/content/53295276-ba8d-4ec2-b0de-081e73b3ba43</a> <a href= "https://x.com/nvidianewsroom/status/1986221177099194484">https://x.com/nvidianewsroom/status/1986221177099194484</a> <a href= "https://www.aipanic.news/p/the-ai-existential-risk-industrial">https://www.aipanic.news/p/the-ai-existential-risk-industrial</a> <a href= "https://fred.stlouisfed.org/series/LES1252881600Q">https://fred.stlouisfed.org/series/LES1252881600Q</a> <a href= "https://x.com/MorningBrew/status/1986464568470888935">https://x.com/MorningBrew/status/1986464568470888935</a> <a href= "https://x.com/chamath/status/1986076707196162068">https://x.com/chamath/status/1986076707196162068</a> <a href= "https://polymarket.com/event/new-york-city-mayoral-election">https://polymarket.com/event/new-york-city-mayoral-election</a> <a href= "https://www.nbcnews.com/politics/2025-elections/new-york-city-mayor-results"> https://www.nbcnews.com/politics/2025-elections/new-york-city-mayor-results</a> <a href= "https://x.com/JDVance/status/1986099131845136594">https://x.com/JDVance/status/1986099131845136594</a> <a href= "https://x.com/houmanhemmati/status/1980499276229931034">https://x.com/houmanhemmati/status/1980499276229931034</a>

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