Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare
(0:00) The Besties welcome Brad Gerstner! (3:48) Economic fallout of the Iran War, escalation scenarios, impact on midterms (19:18) Off ramp strategies, Gulf state involvement, the China angle (27:05) Anthropic and OpenAI scaling revenue faster than any company ever (46:11) AI's PR disaster, open source's future (1:07:51) Washington passes "Millionaire Tax," Howard Schultz bails for Miami Follow Brad: https://x.com/altcap Take the survey: https://allin.com/survey Apply for Liquidity: https://allinliquidity.com Apply for Summit: https://theallinsummit.com Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on …
ʻAʻole i kākau ʻia kēia ʻanuʻu
Hoʻohana i STT.ai e hoʻololi i kēia ʻāpana me AI. E loaʻa i ka huaʻōlelo pololei me ka ʻike ʻana i ka mea kākau, nā manawa, a me ka hoʻouna ʻana i nā ʻano like ʻole.