Kinda Spooky: META, AI, TSLA

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Recorded31 Oct 2025

Publisheromnycontent.com ↗

Handlerec:2103972

Show notes

Katie and Matt discuss Halloween costumes, AI capital spending, hybrid financing, K-cup JVs, investment grade private credit, the metaverse (?!?), the OpenAI reorganization, OpenAI capital needs and governance, Elon Musk’s pay package, Tesla succession and getting cut off at the JPMorgan office pub.See omnystudio.com/listener for privacy information.

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