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OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze

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OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze

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(0:00) Bestie intros (3:05) OpenAI misses targets, Codex gains on Claude (20:02) AI cybersecurity: a market that's about to explode (31:03) Elon vs Sam Altman lawsuit (41:00) Big tech smashes earnings, Capex explosion (52:44) Vibecoding nightmare: AI ...

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