OpenAI's Identity Crisis, Datacenter Wars, Market Up on Iran News, Mamdani's First Tax, Sw
(0:00) Bestie intros: Travis Kalanick joins the show!
(0:42) Mamdani taxes the rich: new pied-à-terre tax coming to NYC
(11:23) OpenAI's identity crisis: Leaked memo, enterprise pivot, Anthropic valuation flip
(27:28) Big Tech's compute dominance: How will this impact frontier labs?
(33:53) Allbirds stock up over 400% on AI pivot, and what's behind the datacenter disaster?
(54:37) The Price is Wrong: Name That Overvalued Startup ROUND 1
(59:23) Eric Swalwell drops out of CA governor race and resigns from Congress: Who knew what and when? Impact of the Democratic Machine
(1:10:31) State of the market: Confusing indicators, pricing in Iran peace, AI's mixed results, inflated valuations
(1:26:31) The Price is Wrong: Name That Overvalued Startup ROUND 2
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Referenced in the show:
https://www.texastribune.org/2....025/01/22/austin-tex
https://www.cnbc.com/2026/04/1....3/openai-touts-amazo
https://polymarket.com/event/gpt-5pt5-released-on
https://www.ft.com/content/04a....c7917-940b-4606-be5f
https://x.com/RihardJarc/statu....s/204472591056622009
https://x.com/RoundtableSpace/....status/2041897604708
https://x.com/chamath/status/2043811625967530056
https://x.com/pmarca/status/2042742413098450998
https://www.reuters.com/busine....ss/allbirds-shares-j
https://www.wsj.com/business/d....ata-centers-are-a-go
https://x.com/zerohedge/status/2043520934930239860
https://x.com/APompliano/statu....s/204194617467721773
https://x.com/IAPolls2022/stat....us/20415892974893057
https://www.tmz.com/2026/04/13..../tmzdc-staff-starts-
https://www.nbcnews.com/politi....cs/elections/eric-sw
https://x.com/great_martis/sta....tus/2044454944808571
https://x.com/GlobalMktObserv/....status/2044059352466
https://x.com/mattcerminaro/st....atus/204454609723062
https://www.politico.com/news/....2026/04/13/influence
https://x.com/JoeBiden/status/1815080881981190320
https://x.com/TimRunsHisMouth/....status/1815088017847
https://www.npr.org/2024/07/08..../nx-s1-5032737/biden
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