This podcast episode, airing on October 30th, 2025, features Ben Gilbert and Speaker 7 discussing Meta's recent earnings, comparing Meta's trajectory to Alphabet's, and analyzing Meta's AI investments. They explore the potential impact of AI on social networking and advertising, debate the merits of Mark Zuckerberg's strategies, and examine the competitive landscape between Meta and Google. The hosts also discuss the OpenAI IPO, the role of mission statements, and the implications of selling AI chips to China. The episode includes interviews with Grant LaFontaine, CEO of Whatnot, who discusses the live stream shopping platform and its growth, and with Chris, who offers insights on US-China trade relations and technology policies. Max Junestrand from Legora joins to talk about AI-powered workspace for lawyers, and Lin from Fireworks AI discusses AI inference platforms. The episode concludes with a discussion on AI's role in security and compliance with Christina from Vanta.
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