OpenAI未达预期、Codex与Claude之争、Elon诉Sam案、超大规模云巨头业绩爆发、肽类热潮｜All-In with Chamath, Jason, Sacks & Friedberg

(0:00) 主持人开场 (3:05) OpenAI未达目标，Codex赶超Claude (20:02) AI网络安全：即将爆发的市场 (31:03) Elon诉Sam Altman案 (41:00) 大型科技公司财报亮眼，资本支出激增 (52:44) Vibe编码噩梦：AI删除了某人的代码库 (58:33) Retatrutide热潮：肽类进入主流 (1:06:34) Friedberg的最高法院经历申请2026年峰会：https://allin.com/events 关注主持人：https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg 关注X账号：https://x.com/theallinpod 关注Instagram：https://www.instagram.com/theallinpod 关注TikTok：https://www.tiktok.com/@theallinpod 关注LinkedIn：https://www.linkedin.com/company/allinpod 开场音乐致谢：https://rb.gy/tppkzl https://x.com/yung_spielburg 开场视频致谢：https://x.com/TheZachEffect 节目中提及：https://www.instagram.com/missthingthepod https://www.wsj.com/tech/ai/openai-misses-key-revenue-user-targets-in-high-stakes-sprint-toward-ipo-94a95273 https://polymarket.com/event/ipos-before-2027 https://x.com/aakashgupta/status/2049723185617412550 https://arxiv.org/pdf/1803.03635 https://x.com/AISecurityInst/status/2049868227740565890 https://x.com/ns123abc/status/2049527702076449244 https://www.reuters.com/legal/litigation/openai-trial-pitting-elon-musk-against-sam-altman-kicks-off-2026-04-28 https://x.com/ns123abc/status/2049527702076449244 https://www.google.com/finance/quote/CSCO:NASDAQ https://x.com/chamath/status/2049864100143104420 https://x.com/zerohedge/status/2049895327566561683 https://x.com/lifeof_jer/status/2048103471019434248 https://x.com/levie/status/2049163935182733396 https://www.foxnews.com/media/carville-tells-dems-quietly-prepare-power-grab-dc-puerto-rico-statehood-supreme-court-packing