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Did OpenAI Stage Its Own Cyber Incident? | Stripe Buying Paypal, Frontier Model Economics, Peptides

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Did OpenAI Stage Its Own Cyber Incident? | Stripe Buying Paypal, Frontier Model Economics, Peptides

More or Less

11 HOURS AGO

Did OpenAI Stage Its Own Cyber Incident? | Stripe Buying Paypal, Frontier Model Economics, Peptides

Did OpenAI Stage Its Own Cyber Incident? | Stripe Buying Paypal, Frontier Model Economics, Peptides

More or Less

More or Less

11 HOURS AGO

Overview Shownote Highlights Transcript Chapters Pins

Shownote

Deep summer check-in from the More or Less squad. Dave is back on Instagram after a year away (thanks to Stagecoach), Jessica reviews Benson Boone's Wanted Man tour, Chris Stapleton's Montana show gets a shoutout, and Sam is traveling with a Yeti cooler fu...

Highlights

In this summer check-in episode, the More or Less crew discusses a mix of personal updates and tech industry news, including OpenAI's reported AI escape, Stripe's potential acquisition of PayPal, and the current state of agentic commerce.

00:00

Stripe missed a huge IPO opportunity.

04:48

Debating biological age measurement

14:45

Frontier AI models are hobbled for security tasks.

27:34

Seeking government protection against open-source rivals is un-American

31:57

Frontier AI as expensive, last-resort weapon systems

44:51

Stripe lacks a compelling narrative for a trillion-dollar valuation.

47:55

Agents lack identity, wallets, and trust.

52:17

Rich people inflation matches their wealth accumulation

52:53

Relative wealth perception stays flat as inflation matches local income levels

54:04

Peptides improved my knee recovery.

56:49

Peptides have become mainstream

Chapters

Episode Trailer

00:00

Dave Returns to Instagram, Sam Turns 43, and More

02:07

OpenAI's AI Escaped Its Sandbox

08:41

The National Guard Analogy

16:43

Sam's Bot Rebellion Theory

31:57

Is Stripe Buying PayPal?

37:44

Why Agentic Commerce Isn't Here Yet

47:48

Peptide Corner

49:40

Rich People Inflation

52:53

Sam's Knee Recovery

54:03

The GLP-1 Playbook

56:47

Transcript

Sam Lessin: Stripe really fucked up. If they had gone public like a normal company, they could have been a truly important generational company. Because they could have used the currency to buy everyone. Brex and all these da da, da, da da, and like, kind ...