The Best One Yet 🚨 “Sam-mergency” — OpenAI’s Code Red. American Eagle’s Anti-AI. Waymo’s safety report. +Wall Street Wrapped
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Dec 4, 2025 Waymo claims their cabs are 90% safer than human-driven cars, yet they’ve introduced a wild NYC cab mode! American Eagle’s stock surged after celebrity partnerships and a compelling anti-AI pledge. Sam Altman sounded the alarm with a code red at OpenAI, as competitors like Anthropic pose a growing threat. The hosts also dive into the quirky world of AI racing, comparing it to Mario Kart, and explore how Waymo's assertive driving could change urban transport.
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First-Mover Disadvantage In AI
- OpenAI declared a company-wide "Code Red" because competitors like Google and Anthropic are catching up fast.
- The hosts argue there is no first-mover advantage in AI and being first can be a disadvantage.
Refocus On Core Products
- OpenAI halted non-core projects and told teams to double down on ChatGPT to regain competitiveness.
- The hosts present this as an explicit corrective: focus resources on core, high-impact products.
AI Race Is A Mario Kart Sprint
- Anthropic and Google are rapidly replicating and improving OpenAI's best features.
- The episode compares the AI race to Mario Kart where being second can be strategically better than being first.