OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze

(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

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Referenced in the show:

https://www.instagram.com/missthingthepod

https://www.wsj.com/tech/ai/openai-misses-key-revenue-user-targets-in-high-stakes-sprint-toward-ipo-94a95273

https://polymarket.com/event/ipos-before-2027

https://x.com/aakashgupta/status/2049723185617412550

https://arxiv.org/pdf/1803.03635

https://x.com/AISecurityInst/status/2049868227740565890

https://x.com/ns123abc/status/2049527702076449244

https://www.reuters.com/legal/litigation/openai-trial-pitting-elon-musk-against-sam-altman-kicks-off-2026-04-28

https://x.com/ns123abc/status/2049527702076449244

https://www.google.com/finance/quote/CSCO:NASDAQ

https://x.com/chamath/status/2049864100143104420

https://x.com/zerohedge/status/2049895327566561683

https://x.com/lifeof_jer/status/2048103471019434248

https://x.com/levie/status/2049163935182733396

https://www.foxnews.com/media/carville-tells-dems-quietly-prepare-power-grab-dc-puerto-rico-statehood-supreme-court-packing