Episode #181: 07 October 2025

Markets and AI set the tone. A Matt Levine-style rundown of OpenAI’s pact with AMD, including a warrant tied to a potential 10 percent stake and plans for up to 6 gigawatts of compute, coincided with a sharp AMD rally, while earlier out-of-the-money calls flipped deep in the money. Apple discourse resurfaced as DHH argued for a builder at the helm, and Mark Gurman noted OpenAI’s claim of 800 million weekly ChatGPT users amid debate over chatbots versus on-device features. Elon Musk joked that everyone is a prompt. Google watchers pointed to Gemini 3 adding tool calling. Tesla urged votes ahead of its Nov 6 meeting, as some shareholders reported verification hiccups. Perplexity opened a Berlin office. Creators sparred over Sora’s brief no-filter launch window, followed by stricter copyright blocks and user pushback. U.S. politics rounded out the feed, with clips boosting Jack Ciattarelli in New Jersey and a CNN exchange highlighting Stephen Miller’s public safety rebuttal.