OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze
In this All-In Podcast segment, the hosts react to reporting that OpenAI missed internal user and revenue goals while still pushing toward massive compute commitments and a possible IPO. The discussion contrasts OpenAI’s recent product gains with Anthropic’s challenges, then broadens into the bigger AI infrastructure battle: power, data centers, grid capacity, and the hyperscalers positioned to benefit. The excerpt also references the Elon Musk vs. Sam Altman legal backdrop and how capital constraints could shape the next phase of the AI market.