๐จ POD UP!
-- OpenAI misses targets, but Codex gains on Claude
-- Elon vs Sam Altman trial, Brockman's diary
-- Why AI cybersecurity is the next major market
-- Hyperscalers show huge revenue and bigger Capex
-- Retatrutide and peptides go mainstream
(0:00) Bestie intros
(3:05) OpenAI misses targets, Codex gains on Claude
(20:02) AI cybersecurity: a market that's about to explode
(31:03) Elon vs Sam Altman lawsuit
(41:00) Big tech smashes earnings, Capex explosion
(52:44) Vibecoding nightmare: AI deleted someone's codebase
(58:33) Retatrutide craze: peptides go mainstream
(1:06:34) Friedberg's Supreme Court experience