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Episode
OpenAI’s User Growth Miss, Musk vs. Altman In Court, Prediction Market Ban
Views
13K
0.7× the show’s average
Episode13K
Show avg17K
Published
4mo ago
May 4, 2026
Length
57m
show avg 53m
From the show
Chapters
Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) OpenAI misses revenue and user projections, per WSJ 2) Why can't ChatGPT break the 1 billion user mark? 3) Is consumer AI not working? 4) Ranjan makes the case for consumer AI 5) Musk vs. OpenAI at trial 6) Potential outcomes of the case 7) Musk admits distillation? 8) Cloud services crush earnings 9) U.S. Senators ban themselves from trading prediction markets 10) CBS Sports' shameless gambling article
- 0:00Intro
- 1:02OpenAI misses user and revenue targets
- 2:59Is OpenAI an enterprise or consumer company?
- 6:35AI app growth starts to flatten
- 8:53Why consumer AI apps haven’t broken out
- 17:27Is OpenAI shifting from weakness or strength?
- 22:38Musk vs. OpenAI in court
- 31:11Elon admits AI distillation is standard practice
- 40:31Big Tech earnings and the AI cloud boom
- 46:16Are AI companies making YOLO bets?
- 50:31Senators ban themselves from prediction markets
- 52:39The dark side of sports betting coverage
Mentioned
Names dropped
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