Sam Altman LIVE on Sora, Hollywood, & the Future of Ads | Bill Peebles, Dylan Patel, Elad Gil, Robby Stein, Morgan Housel, Misha Laskin | TBPN

This podcast episode, broadcast live from the TBPN Ultradome, features a panel of hosts discussing current events and trends in technology, finance, and AI. The hosts analyze a variety of topics, including market bubbles, China's rare earth move and Trump's response, OpenAI's data center project in Argentina, and SoftBank's investments in AI. They also discuss the potential of Sora, OpenAI's new video generation model, and the challenges and opportunities it presents. The episode includes interviews with Sam Altman and Bill Peebles from OpenAI, Elad Gil, and Robby Stein from Google, providing insights into AI development, investment strategies, and the future of search. The hosts also touch on personal anecdotes, listener questions, and various segments, maintaining a conversational and engaging tone throughout the broadcast. Finally, Morgan Housel joins to discuss his new book, "The Art of Spending Money".

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Sam Altman LIVE on Sora, Hollywood, & the Future of Ads | Bill Peebles, Dylan Patel, Elad Gil, Robby Stein, Morgan Housel, Misha Laskin

TBPN

Introduction to the Show and Market Bubble Discussion

Market Sell-Off, China's Rare Earth Move, and AI Developments

Tron Aries Review, SoftBank's Investments, and AI Debt Concerns

Bubble Talk, OpenAI's Energy Consumption, and Megaspeed Investigation

Prediction Market Wars, Copied App Design, and AI Watermarks

Peace Deals, CBS News Memos, and Cloudflare's Rebrand

AI Winters, Creatine Success, and Sora Discussion with Sam Altman and Bill Peebles

Sora Ads, Model Capabilities, and AI Content Detection

Sora as a Consumption Platform, Compute Allocation, and Hollywood's Reaction

Sora's Economy, Location-Based AI, and Advice for Founders

Sora's Naming, Acura NSX, and 911 Debate

Introduction to Elad Gil and Market Analysis

AI Investment and Hyperscaler Preferences

AI's Impact on the Economy and BrainCo

BrainCo's Strategy and the Future of Venture Capital

Introduction to Robby Stein and Google's AI Strategy

AI Mode and Advice for Brands

Publisher Controls and the Future of Content

Introduction to Morgan Housel and the Art of Spending Money

Time, Regret, and Spending Quirks

Private Aviation and Book Recommendations

Introduction to Misha from Reflection and Company Overview

Reflection's Strategy and Goals

Introduction to Dylan Patel and InferenceMAX

Skilled Labor and the Future of InferenceMAX

Trump's Tariffs and Show Conclusion

Sam Altman LIVE on Sora, Hollywood, & the Future of Ads | Bill Peebles, Dylan Patel, Elad Gil, Robby Stein, Morgan Housel, Misha Laskin

TBPN

00:00Introduction to the Show and Market Bubble Discussion

Introduction to the Show and Market Bubble Discussion

07:32Market Sell-Off, China's Rare Earth Move, and AI Developments

Market Sell-Off, China's Rare Earth Move, and AI Developments

15:19Tron Aries Review, SoftBank's Investments, and AI Debt Concerns

Tron Aries Review, SoftBank's Investments, and AI Debt Concerns

23:37Bubble Talk, OpenAI's Energy Consumption, and Megaspeed Investigation

Bubble Talk, OpenAI's Energy Consumption, and Megaspeed Investigation

32:54Prediction Market Wars, Copied App Design, and AI Watermarks

Prediction Market Wars, Copied App Design, and AI Watermarks

41:22Peace Deals, CBS News Memos, and Cloudflare's Rebrand

Peace Deals, CBS News Memos, and Cloudflare's Rebrand

50:28AI Winters, Creatine Success, and Sora Discussion with Sam Altman and Bill Peebles

AI Winters, Creatine Success, and Sora Discussion with Sam Altman and Bill Peebles

57:06Sora Ads, Model Capabilities, and AI Content Detection

Sora Ads, Model Capabilities, and AI Content Detection

1:06:06Sora as a Consumption Platform, Compute Allocation, and Hollywood's Reaction

Sora as a Consumption Platform, Compute Allocation, and Hollywood's Reaction

1:14:24Sora's Economy, Location-Based AI, and Advice for Founders

Sora's Economy, Location-Based AI, and Advice for Founders

1:23:04Sora's Naming, Acura NSX, and 911 Debate

Sora's Naming, Acura NSX, and 911 Debate

1:27:51Introduction to Elad Gil and Market Analysis

Introduction to Elad Gil and Market Analysis

1:35:00AI Investment and Hyperscaler Preferences

AI Investment and Hyperscaler Preferences

1:42:24AI's Impact on the Economy and BrainCo

AI's Impact on the Economy and BrainCo

1:50:00BrainCo's Strategy and the Future of Venture Capital

BrainCo's Strategy and the Future of Venture Capital

1:57:00Introduction to Robby Stein and Google's AI Strategy

Introduction to Robby Stein and Google's AI Strategy

2:04:45AI Mode and Advice for Brands

AI Mode and Advice for Brands

2:15:00Publisher Controls and the Future of Content

Publisher Controls and the Future of Content

2:23:03Introduction to Morgan Housel and the Art of Spending Money

Introduction to Morgan Housel and the Art of Spending Money

2:30:20Time, Regret, and Spending Quirks

Time, Regret, and Spending Quirks

2:37:04Private Aviation and Book Recommendations

Private Aviation and Book Recommendations

2:44:00Introduction to Misha from Reflection and Company Overview

Introduction to Misha from Reflection and Company Overview

2:50:00Reflection's Strategy and Goals

Reflection's Strategy and Goals

2:58:02Introduction to Dylan Patel and InferenceMAX

Introduction to Dylan Patel and InferenceMAX

3:07:01Skilled Labor and the Future of InferenceMAX

Skilled Labor and the Future of InferenceMAX

3:15:31Trump's Tariffs and Show Conclusion

Trump's Tariffs and Show Conclusion