08 Oct 2025
3h 28m

Altman's Long-Term Vision, The GPU Bubble, Acquired Hosts Live in The Ultradome | Ben Gilbert & David Rosenthal, David Faugno, Sergiy Nesterenko, Justin Lopas, Ryan Daniels, Zack Ganieany, Yash Rathod, Alex Shieh

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TBPN

The co-hosted podcast features David Rosenthal and Ben Gilbert discussing a range of topics, including Sam Altman's recent interview, the Turing test, and the AI talent wars. They analyze OpenAI's strategies, debate the potential of AI-driven commerce, and examine the economic implications of AI investments. The hosts also interview guests from RAMP, Acquired, 1Password, Filter, Base Power, and Crosby, discussing AI implementation, business models, and recent fundraises. The episode further explores the potential for a GPU-led bubble, the role of big tech companies, and various perspectives on the AI market, combining news analysis with guest insights and personal anecdotes.

Outlines

Part 1: OpenAI and AI Landscape

Part 2: AI Applications and ROI

Part 3: AI Market Dynamics and Research

Part 4: Startup Innovations

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