OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze
May 1, 2026 · 1 h 21 min
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Show notes
() Bestie intros
() OpenAI misses targets, Codex gains on Claude
() AI cybersecurity: a market that's about to explode
() Elon vs Sam Altman lawsuit
() Big tech smashes earnings, Capex explosion
() Vibecoding nightmare: AI deleted someone's codebase
() Retatrutide craze: peptides go mainstream
() Friedberg's Supreme Court experience
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Referenced in the show:
https://www.instagram.com/missthingthepod
https://polymarket.com/event/ipos-before-2027
https://x.com/aakashgupta/status/2049723185617412550
https://arxiv.org/pdf/1803.03635
https://x.com/AISecurityInst/status/2049868227740565890
https://x.com/ns123abc/status/2049527702076449244
https://x.com/ns123abc/status/2049527702076449244
https://www.google.com/finance/quote/CSCO:NASDAQ
https://x.com/chamath/status/2049864100143104420
https://x.com/zerohedge/status/2049895327566561683
https://x.com/lifeof_jer/status/2048103471019434248
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