Does OpenAI Need a Bailout? Mamdani Wins, Socialism Rising, Filibuster Nuclear Option

Brad Gerstner's here joining us hot after crashing the stock market and popping the AI bubble. Well done, Brad, when we get into it. All of our portfolios, thank you, were all down 15% this week. Can we ask OpenAI to just put a moratorium on any more public statements or appearances for another couple months? Good job good job, Brad. You you decided you'd be a podcaster. You're like, hey. Let me ask a couple of hard questions here, and you pop up in the AI bubble. Yeah. Something like that. Do as I say, not as I do. And let your winner ride. Rain man David Cyrus. And it said we open sourced it to the fans, and they've just gone for a reason with it. Love you, West. Are we getting into it? Because I think it is interesting, actually. Oh, it's super interesting. Super interesting. Let's get into it. Sam, of course, if you're not in the industry, Sam Altman appeared on the fabulous BG two podcast last Friday. And, it got a little frisky when our fifth bestie here asked what I thought was a completely Totally legitimate. You know, mundane question. Hey. You're making 13,000,000,000? It's actually a a a softball question, to be honest. It was an underhanded pitch. The way that it was asked, I think you did a very reasonable job of asking a good question in a very fair way. So let's just show this clip here, and then I I wanna go behind the pod with you, Brad. So I think the single biggest question I've heard all week and and hanging over the market is, you know, how can a company with 13,000,000,000 in revenues make 1,400,000,000,000.0 of spend commitments? You know? And and and you've heard the criticism, Sam. We're doing well more revenue than that. Second of all, Brad, if you wanna sell your shares, I'll find you a buyer if you don't feel free. I I just Enough. Enough. Like, you know, people are Enough? I I think there's a lot of people who would love to buy OpenAI shares. I don't I don't think you want to sell myself. Including myself. People who talk with a lot of, like, breathless concern about our compute stuff or whatever, they would be thrilled to buy shares. So I think we we could sell, you know, your shares or anybody else's to some of the people who are making the most noise on Twitter, whatever, about this very quickly. We do plan for revenue to grow steeply. Revenue is growing steeply. We are taking a forward bet that it's gonna continue to go grow. There are not many times that I want to be a public company, but one of the rare times it's appealing is when those people are writing these ridiculous open AI's about to go out of business and, you know, whatever. I would love to tell them they could just short the stock, …