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

(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/ ...