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

OpenAI's Code Red, Sacks vs New York Times, New Poverty Line?

E253 • Dec 6, 2025 • 74 mins

The episode kicks off with a warm welcome and a recap of recent events, before diving into OpenAI's "Code Red" situation and its implications for AI market dynamics. A historical and present-day analysis of AI competition follows. Reflections on a recent Vegas trip segue into a critique of a New York Times article on David Sacks. The discussion then shifts to the influence of experts in government, examining the new poverty line, cost of living, and tax laws. Economic systems and the rise of socialism in the U.S. are explored, alongside strategies to address economic disparity. The episode also delves into technological innovations and their societal impacts, wrapping up with a merchandise promotion and closing remarks.

Key Points

  • OpenAI is facing intense competition from companies like Google Gemini, Anthropic, and xAI, leading Sam Altman to call a "Code Red" to refocus efforts on improving their core product, ChatGPT.
  • The escalating cost of living, particularly in terms of housing and childcare, is challenging the traditional measures of poverty, suggesting that the real poverty line could be significantly higher than current estimates.
  • David Sacks faced a controversial New York Times article accusing him of conflicts of interest in his government role, but he and the hosts argue it was a biased hit piece aimed at discouraging experienced professionals from public service.
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Speakers

Jason Calacanis

Host • 29%

Chamath Palihapitiya

Host • 21%

David Friedberg

Host • 28%

David Sacks

Host • 22%

Transcript

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