Back to All-In Podcast
OpenAI's Identity Crisis, Datacenter Wars, Market Up on Iran News, Mamdani's First Tax, Swalwell Out
4/17/2026
•
1 hr 30 mins
Topics
New York's Proposed Pied-a-Terre Tax
Starts at 0:54
OpenAI's Identity Crisis
Starts at 11:23
Market Competition in AI
Starts at 21:14
Hyperscaler Dominance
Starts at 28:36
Data Center Developments
Starts at 30:15
Public Sentiment on AI and Data Centers
Starts at 41:00
The Future of Data Centers
Starts at 46:00
AI Industry Spokespeople
Starts at 53:19
Startup Valuations and Overvaluations
Starts at 55:00
Eric Swalwell's Political Troubles
Starts at 60:00
Market Reactions to Conflict in Iran
Starts at 72:01
AI Efficiency Boom
Starts at 77:58
Change Management in Large Enterprises
Starts at 80:30
Market Valuations and AI
Starts at 82:34
Limitations of AI Agents
Starts at 85:21