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🚨HUGE EPISODE! All four besties PLUS Travis Kalanick joins to break down: -- OpenAI's identity crisis: leaked memo, enterprise pivot -- Anthropic's valuation flip and compute issues -- Big Tech's compute monopoly -- Datacenter wars, PR disaster -- Allbirds goes memestock after AI pivot -- Market update: pricing in Iran peace, confusing signals, AI's mixed results -- Mamdani taxes the rich -- Swalwell out: the impact of the Democratic Machine (0:00) Bestie intros: Travis Kalanick joins the show! (0:42) Mamdani taxes the rich: new pied-à-terre tax coming to NYC (11:23) OpenAI's identity crisis: Leaked memo, enterprise pivot, Anthropic valuation flip (27:28) Big Tech's compute dominance: How will this impact frontier labs? (33:53) Allbirds stock up over 400% on AI pivot, and what's behind the datacenter disaster? (54:37) The Price is Wrong: Name That Overvalued Startup ROUND 1 (59:23) Eric Swalwell drops out of CA governor race and resigns from Congress: Who knew what and when? Impact of the Democratic Machine (1:10:31) State of the market: Confusing indicators, pricing in Iran peace, AI's mixed results, inflated valuations (1:26:31) The Price is Wrong: Name That Overvalued Startup ROUND 2

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