Not Investment Advice 236: Sora, Open AI Commerce, AI Deals (AMD, xAI, Nvidia), AI vs. Dotcom Bubble, Debasement Trade & Polymarket Deal
Oct 8, 2025
Zaid Admani, creator and podcaster known for The Rundown, joins to discuss a diverse range of topics in AI and commerce. He shares insights on Sora’s AI-generated videos and the ethical concerns around likeness permissions. They explore OpenAI's launch into commerce and the implications of AI making purchases for users. Zaid also analyzes the dynamics of major AI deals with companies like Nvidia and AMD, questioning if these partnerships reflect genuine value or merely circular accounting. The conversation dives into broader economic themes, including the future of jobs in an AI-driven world.
AI Snips
Chapters
Books
Transcript
Episode notes
Worry About Deepfakes Hitting Older People
- Zaid describes feeling scared for older generations who may not spot hyper-real AI videos as fake.
- He worries that within years nothing might feel believable anymore and that his parents are especially vulnerable.
Likeness Is The Viral Spark
- Sora's viral traction came from hyper-realistic likenesses of famous people, which made the app explode in reach.
- The hosts note that once a famous likeness appears, audiences will assume many future clips are AI-generated.
Use Sora Selectively As A Creative Tool
- Try Sora briefly but expect high churn; most users will try then stop, while a few creators will build durable use.
- If you create, focus on novel prompts and avoid copyrighted likenesses to reduce moderation hits.
