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Altman's Long-Term Vision, The GPU Bubble, Acquired Hosts Live in The Ultradome | Ben Gilbert & David Rosenthal, David Faugno, Sergiy Nesterenko, Justin Lopas, Ryan Daniels, Zack Ganieany, Yash Rathod, Alex Shieh

14 snips
Oct 8, 2025
Karim Atiyeh, Co-founder and CTO of Ramp, discusses innovative AI agents that automate financial operations, enhancing efficiency and tackling fraud detection. David Faugno, CEO of 1Password, highlights a partnership for secure credential sharing tailored for AI. Ben Gilbert and David Rosenthal delve into their podcast’s history and meticulous research methodology for storytelling about iconic companies. Justin Lopas shares insights on Base Power's new battery factory in Austin, while Alex Shieh introduces his anti-fraud startup merging AI with investigative journalism.
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INSIGHT

OpenAI Has Passed One Definition Of The Turing Test

  • Sam Altman claims "by the popular conception, we kind of have passed [the Turing test]."
  • Hosts argue OpenAI's progress deserves grace but should tone down hype on social media.
INSIGHT

OpenAI Betting Revenue To Fund Compute Scaling

  • Sam Altman expects OpenAI revenue to fund massive compute and supply-chain deals.
  • Hosts debate whether affiliate, agent commerce, and API will scale revenue to cover trillion-dollar commitments.
ADVICE

Give Agents Tools And Strong Payment Guardrails

  • Give agents the right tools and integrations (email, calendar, web browsing) so they can perform end-to-end finance workflows.
  • Build guardrails and authorizer-level controls before enabling agent payments.
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