Andrew Ross Sorkin

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476 appearances 1 recordings 1 series first heard Oct 2025 last heard 31 Oct

Andrew Ross Sorkin’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in Oct 2025 with 1.

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Prof G Markets · Are We Reliving 1929? Parallels to Today’s Market Mania — ft. Andrew Ross Sorkin · 31 Oct 2025 podcast

We're happy to lend you money, but you're gonna have to pay us a lot more for that risk.

you describe it?

Okay, so if I could write about today, what I would want to do is try to recreate the scenes where Sam Altman

is putting together the transaction, not with Jensen Wong, but actually uh maybe with Lisa Su, who runs AMD.

Because you would see both of them either on a phone call or probably on a Zoom, maybe in a room together.

I d I don't know the specifics of how it all happened.

But I I think you you'd get to see the conversation.

You'd get to understand the motivations that Sam desperately wants this build out, feels like he really needs uh, you know, to buy all of this compute.

You have Lisa Sewitt AMD desperate to get into this sort of chip game, which

She's losing to NVIDIA.

And so so her motivations are, I need to get into this.

And how how is how are they going to make a deal?

In this case, they create this sort of odd circular transaction where, you know

OpenAI gets, you know, warrants in AMD, knowing that if they announce this deal likely, I'd love to see that conversation, we think that the warrants are going to be worth a lot more because of this connection between the two.

And then that's going to create value, which open AI can use effectively as cash at some point to pay for the chips that it otherwise couldn't afford to buy.

I would want to see that conversation.

And then I would want to see some conversation after it where, you know, Sam is briefing, you know, President Trump and Scott Bessent on it.

And then maybe the breakfast that Scott Bessent has um with, you know, Powell, you know, once a week they have lunch together or breakfast together.

So I yeah, I would be trying to tell those stories as a way of sort of bringing you inside.

of today's economy and trying to understand, you know, how much anxiety all these individuals really have or don't have in these moments.

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