All-In Podcast
All-In Podcast
Industry veterans, degenerate gamblers & besties Chamath Palihapitiya, Jason Calacanis, David Sacks & David Friedberg cover all things economic, tech, political, social & poker.
Jason CalacanisChamath PalihapitiyaDavid SacksDavid Friedberg
PodcastAI
PodcastAI

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

E250 • Nov 7, 2025 • 87 mins

Brad Gerstner joins to discuss OpenAI and Chamath's suggestions, focusing on federal bailouts for AI and public-private partnerships. The episode contrasts China's AI advancements with U.S. regulatory challenges. An All-In holiday extravaganza announcement leads into stock market and economic analysis, touching on Trump's approval ratings, youth unemployment, and AI's societal impact. Corporate efficiency, layoffs, housing regulations, and Mamdani's recent victory are explored. The episode concludes with debates on billionaire bans, city governance, and Founder University's expansion.

Key Points

  • Brad Gerstner's critical questioning of OpenAI's financial commitments led to a viral and somewhat contentious exchange with Sam Altman, highlighting market concerns about the sustainability of AI investments.
  • The discussion emphasized the need for a balanced approach to regulatory frameworks for AI, advocating for a federal standard to avoid fragmented state-level regulations and support competitive innovation.
  • The episode touched on the rising influence of socialist policies in American politics, with Brad Gerstner and the hosts debating the implications of the recent election of a democratic socialist mayor in New York City and the broader socio-economic factors driving this trend.
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