Episode Appearances
All-In with Chamath, Jason, Sacks & Friedberg · Apr 17, 2026
OpenAI's Identity Crisis, Datacenter Wars, Market Up on Iran News, Mamdani's First Tax, Swalwell Out
“Leaked four-page memo criticizing Anthropic's revenue accounting and positioning; signaled OpenAI's enterprise/agent platform pivot”
OpenAI vs Anthropic competitive dynamics and growth rate comparisonEnterprise AI revenue models and metered token pricingData center infrastructure constraints and NIMBY opposition
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Big Technology Podcast · Apr 4, 2026
OpenAI buys TBPN, SpaceX’s $2 Trillion IPO?, Iran Disables Amazon Infrastructure
“Former Slack executive; taking over commercial responsibilities from Bright Light Cap”
OpenAI Media Strategy and TBPN AcquisitionAI Narrative and Public Perception ManagementSpaceX IPO Valuation and Capital Markets Impact
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35 West · Feb 12, 2026
Why Investment Uncertainty Is Holding Mexico Back
“Professor of Political Science at ITAM and CSIS non-resident senior associate; primary expert analyzing Mexico's governance and investment crises”
Mexico Tax System Unpredictability and Retroactive TaxationUSMCA 2026 Mandatory Review and Renegotiation RiskJudicial Reform and Captured Judiciary Impact on Commercial Disputes
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