OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze
All-In with Chamath, Jason, Sacks & Friedberg
- Published
- May 1, 2026
- Duration
- 1h 20m
- Summary source
- description
- Last updated
- Jul 5, 2026
Discusses openai, anthropic.
Summary
(0:00) Bestie intros (3:05) OpenAI misses targets, Codex gains on Claude (20:02) AI cybersecurity: a market that's about to explode (31:03) Elon vs Sam Altman lawsuit (41:00) Big tech smashes earnings, Capex explosion (52:44) Vibecoding nightmare: AI deleted someone's codebase (58:33) Retatrutide craze: peptides go mainstream (1:06:34) Friedberg's Supreme…
OpenAI misses user and revenue targets, $725B in hyperscaler CapEx shocks markets, Musk vs. Altman trial heats up with Brockman's diary bombshell, and AI agents delete production databases.
Key takeaways
- OpenAI missed its 2025 consumer user and revenue targets, but strong GPT-5.5 reception and compute advantages over a constrained Anthropic may shift momentum toward enterprise and coding markets.
- Hyperscalers (Amazon, Microsoft, Google, Meta) announced $725B+ in 2026 CapEx commitments driven by insatiable AI compute demand, but this is compressing free cash flow and forcing these companies toward industrial-style balance sheets with significant debt.
- The real AI bottleneck is not model quality or demand—it is power and physical grid infrastructure, with less than half of announced data center projects actually under construction due to supply chain delays and regulatory red tape.
Why this matters
The AI infrastructure buildout has become structurally synonymous with U.S. GDP growth, meaning capital allocation decisions by hyperscalers, frontier model companies, and energy providers will define competitive positioning across every enterprise sector for the next decade.
Entities
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Intelligent Report▼
Intelligent Report
OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze
All-In with Chamath, Jason, Sacks & Friedberg
May 1, 2026
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Show notes
(0:00) Bestie intros (3:05) OpenAI misses targets, Codex gains on Claude (20:02) AI cybersecurity: a market that's about to explode (31:03) Elon vs Sam Altman lawsuit (41:00) Big tech smashes earnings, Capex explosion (52:44) Vibecoding nightmare: AI deleted someone's codebase (58:33) Retatrutide craze: peptides go mainstream (1:06:34) Friedberg's Supreme Court experience Apply for Summit 2026: https://allin.com/events Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/D
Themes
- openai
- anthropic