Jessica kicks things off with Brit’s five-hour Brit-chella extravaganza—red latex, Light Balance blackout choreo, Ke$ha surprise, and more. The crew checks in on Jessica’s IG detox, TikTok's new "self control badges", ChatGPT launching group chats, Google Gemini taking the lead, and why “just be Google” might be the winning AI brand strategy as AI melts into UX. Sam calls 2026 OpenAI’s make-or-break year and trashes their consumer subscription thesis; Jessica argues ad/commerce is the only viable lane. Markets stay frothy (Nvidia), hyperscaler debt risk rises, the White House preempts 50-state AI chaos, and Coinbase x Kalshi turns prediction markets into a spectator sport. Meme corner closes the loop and a possible Femme-etiquette school spinoff make its debut.
Chapters:
00:37 Intro and Brit-Chella Recap
10:33 Jessica’s Instagram detox check-in and what changed
15:59 TikTok’s anti screen-time badges
17:48 ChatGPT launches group chats; why Meta missed its chance
20:51 Google Gemini takes the lead in the AI race
23:37 OpenAI’s monetization problem; no one buys the consumer story
29:14 Just be Google — higher brand credibility, revenue streams, and distribution
39:33 Breaking: Nvidia earnings are still growing
43:14 White House EO to preempt state AI regulation; why federal matters
48:06 Coinbase and Kalshi prediction markets, culture, and compliance
53:12 Meme Corner: RIP 6–7, hello 41
56:03 Make SF Dress Up Again: Femme-Etiquette School
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1) Sam Lessin: https://x.com/lessin
2) Dave Morin: https://x.com/davemorin
3) Jessica Lessin: https://x.com/Jessicalessin
4) Brit Morin: https://x.com/brit
