Issue No. 17Sunday, April 26, 202676 episodes · 195 articles
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TechAll-In Podcast

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

With Chamath Palihapitiya, Jason Calacanis, David Sacks, David Friedberg · Sunday, April 26, 2026

This episode covers OpenAI's financial struggles contrasting with its product successes, the escalating legal battle between Elon Musk and OpenAI, and the massive AI infrastructure investments by hyperscalers. Discussions also delve into the dual nature of AI in cybersecurity, the breakthrough health benefits of the new drug Retatrutide, and the practical challenges highlighted by AI agent failures in software development.

AI's Real Choke Point: Power, Not Demand

OpenAI battles massive compute debt while GPT 5.5 wins product praise. But All-In hosts agree: the core AI market constraint is power, not user demand.

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