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Transcript

Code Red

AI panic, media drama, and a growing island of misfit tech collide.

This week, Sam Altman shutters side quests to chase speed, reliability, and personalization, and we ask whether he’s a deals guy or a wartime leader in a world where Gemini 3 and Anthropic are catching up. From there we get into the Olivia Nuzzi saga, the New York Times vs David Sachs accountability drama, and another round of Silicon Valley vs East Coast media grievance airing. We close on Bending Spoons’ island of misfit apps, DealBook’s new CEO archetypes in a media world running out of leverage, and Good Product featuring Waymos and Japanese toilets as the most dependable robots in everyday life.

Chapters:

  • 00:00 Open

  • 00:39 Welcome

  • 07:54 OpenAI Code Red

  • 22:56 Sachs vs NYT

  • 30:02 Olivia Nuzzi Saga

  • 35:07 DealBook Summit

  • 45:16 Bending Spoons

  • 50:24 The Distribution Trap

  • 01:03:33 Good Product

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