OpenAI's SORA 2 Drops + WE CALLED THE BUBBLE TOP + Shopping Agents Win
Hosts Matt Perrott and Scott Wilcox discuss signs of an AI market bubble, including Alex Wang's $14B exit from Scale AI and the return of SPACs, while analyzing OpenAI's Sora 2 video model and its integration with Stripe and Shopify for agentic commerce. They explore the rise of generalized robotics through Dyna Robotics, the cost advantages of Tesla's Robotaxi and Gigafactory China, and Jensen Huang's energy arbitrage strategy at Nvidia. The episode concludes with founder advice on hiring, building in public, and maintaining a personal operating system.