Does OpenAI Need a Bailout❓Socialist Mamdani Wins, Filibuster Nuclear Option

All-In Podcast | Does OpenAI Need a Bailout? Mamdani Wins, Socialism Rising, Filibuster Nuclear Option
Nov 7, 2025
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(0:00) Brad Gerstner joins the show!
(0:38) OpenAI's rough week: Altman's controversial comments on BG2, CFO's "federal backstop" faux pas, clarifications
(18:16) Why Jensen Huang said “China is going to win the AI race.”; the need for a federal framework on AI
(30:22) OpenAI's strengths and headwinds: breakout product, trust issues, competition, betting on the AI supercycle
(36:30) Holiday party announcement! allin.com/events for tickets
(39:03) State of the market, consumer is cracking, need for domestic/"main street" wins, is Trump losing the middle class?
(1:05:41) Zohran Mamdani wins NYC, socialism's rise in America, solutions, should Republicans end the filibuster?

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https://www.youtube.com/watch?v=6uYEPfiBMAE
All-In Podcast