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

<p>(0:00) Brad Gerstner joins the show!</p> <p>(0:49) OpenAI's rough week: Altman's controversial comments on BG2, CFO's "federal backstop" faux pas, clarifications</p> <p>(18:33) Why Jensen Huang said "China is going to win the AI race."; the need for a federal framework on AI</p> <p>(30:39) OpenAI's strengths and headwinds: breakout product, trust issues, competition, betting on the AI supercycle</p> <p>(36:47) Holiday party announcement! allin.com/events for tickets</p> <p>(39:19) State of the market, consumer is cracking, need for domestic/"main street" wins, is Trump losing the middle class?</p> <p>(1:05:58) Zohran wins NYC, socialism's rise in America, solutions, should Republicans end the filibuster?</p> <p>Join us at the All-In Holiday Spectacular!:</p> <p><a href= "https://allin.com/events">https://allin.com/events</a></p> <p>Follow Brad:</p> <p><a href="https://x.com/altcap">https://x.com/altcap</a></p> <p>Follow the besties:</p> <p><a href="https://x.com/chamath">https://x.c...