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All-In with Chamath, Jason, Sacks & Friedberg

Does OpenAI Need a Bailout? Mamdani Wins, Socialism Rising, Filibuster Nuclear Option

07 Nov 2025

Transcription

Full Episode

0.031 - 14.165 Jason Calacanis

Brad Gerstner's here joining us hot after crashing the stock market and popping the AI bubble. Well done, Brad. We're going to get into it. All of our portfolios, thank you, rolled down 15% this week.

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14.185 - 20.491 Chamath Palihapitiya

Can we ask OpenAI to just put a moratorium on any more public statements or appearances for another couple months?

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20.812 - 29.16 Jason Calacanis

Good job, Brad. You decided you'd be a podcaster. You're like, hey, let me ask a couple of hard questions here. And you popped the AI bubble.

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29.545 - 50.311 Unknown

Yeah, something like that. Do as I say, not as I do. Are we getting into it?

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50.331 - 53.074 David Sacks

Because I think it is interesting, actually. Oh, it's super interesting.

53.094 - 53.695 Chamath Palihapitiya

Super interesting.

53.715 - 77.955 Jason Calacanis

Let's get it. Sam, of course, if you're not in the industry... Sam Altman appeared on the fabulous BG2 podcast last Friday, and it got a little frisky when our fifth bestie here asked what I thought was a completely legitimate question. You know, mundane question. Hey, you're making 13 billion.

78.196 - 80.642 Chamath Palihapitiya

It's actually a softball question, to be honest.

80.662 - 82.126 Jason Calacanis

It was an underhanded pitch.

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