OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze

(0:00) Bestie intros
(3:05) OpenAI misses targets, Codex gains on Claude
(20:02) AI cybersecurity: a market that's about to explode
(31:03) Elon vs Sam Altman lawsuit
(41:00) Big tech smashes earnings, Capex explosion
(52:44) Vibecoding nightmare: AI deleted someone's codebase
(58:33) Retatrutide craze: peptides go mainstream
(1:06:34) Friedberg's Supreme Court experience
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Referenced in the show:
instagram.com/missthingthepod
wsj.com/tech/ai/openai-misses-key-revenue-user…
polymarket.com/event/ipos-before-2027
x.com/aakashgupta/status/2049723185617412550
arxiv.org/pdf/1803.03635
x.com/AISecurityInst/status/2049868227740565890
x.com/ns123abc/status/2049527702076449244
reuters.com/legal/litigation/openai-trial-pitt…
x.com/ns123abc/status/2049527702076449244
google.com/finance/quote/CSCO:NASDAQ
x.com/chamath/status/2049864100143104420
x.com/zerohedge/status/2049895327566561683
x.com/lifeof_jer/status/2048103471019434248
x.com/levie/status/2049163935182733396
foxnews.com/media/carville-tells-dems-quietly-…