(0:00) Brad Gerstner joins the show!
(0:38) OpenAI's rough week: Altman's controversial comments on BG2, CFO's "federal backstop" faux pas, clarifications
(18:16) Why Jensen Huang said “China is going to win the AI race.”; the need for a federal framework on AI
(30:22) OpenAI's strengths and headwinds: breakout product, trust issues, competition, betting on the AI supercycle
(36:30) Holiday party announcement! allin.com/events for tickets
(39:03) State of the market, consumer is cracking, need for domestic/"main street" wins, is Trump losing the middle class?
(1:05:41) Zohran Mamdani wins NYC, socialism's rise in America, solutions, should Republicans end the filibuster?

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Intro Music Credit:
https://rb.gy/tppkzl
https://x.com/yung_spielburg

Intro Video Credit:
https://x.com/TheZachEffect

Referenced in the show:
https://www.cnbc.com/2025/10/29/alpha...
https://www.cnbc.com/2025/10/29/meta-...
https://www.bloomberg.com/news/articl...
https://www.wsj.com/video/openai-want...
  / urn:li:activity:7392049356012507136  
https://x.com/DavidSacks/status/19864...
https://x.com/sama/status/19865143774...
https://www.ft.com/content/53295276-b...
https://x.com/nvidianewsroom/status/1...
https://www.aipanic.news/p/the-ai-exi...
https://fred.stlouisfed.org/series/LE...
https://x.com/MorningBrew/status/1986...
https://x.com/chamath/status/19860767...
https://polymarket.com/event/new-york...
https://www.nbcnews.com/politics/2025...
https://x.com/JDVance/status/19860991...
https://x.com/houmanhemmati/status/19...

#allin #tech #news