Welcome to Impact Theory! OpenAI told investors its annualized revenue was near $50 billion, far short of the roughly $70 billion investors expected. That miss helped wipe about $370 billion from Oracle, Nvidia, Broadcom, Micron, and AMD in a single session, while the Firmus data center IPO in Australia was pulled. We break down whether this is a healthy correction or the start of an AI bubble popping, and why private credit and mega-IPOs put everyday investors at risk. Next, OpenAI says Iran-linked operatives used ChatGPT to invent fake Western journalists and got nearly 100 propaganda pieces published in U.S. outlets. That leads into the dead internet theory and how we verify what’s real online. Then the Trump administration freezes green card access for Microsoft and seven other major H-1B employers, and we debate what it means for American workers, foreign talent, and housing. We also cover the pro-Palestinian backlash against Mayor Zohran Mamdani after the October 7th memorial, Pete Hegseth’s plan to live stream an execution by firing squad, and Palmer Luckey’s idea of using oxytocin to save marriages. We wrap with your Super Chats on global debt, the yen carry trade, and wage parity for H-1B workers. Note: This episode contains opinion and commentary on developing stories, including AI market valuations, foreign influence operations, immigration policy, the Israel-Palestine conflict, and capital punishment. Views expressed are the hosts’ own, and some claims discussed remain contested or unconfirmed. Sign up for my AI Masterclass:  https://tombilyeu.com/ai-masterclass?utm_campaign=TBS-Livestream&utm_source=youtube&utm_medium=social Check us out wherever you get your podcasts: Spotify:https://open.spotify.com/show/1nARKz2vTIOb7gC9dusE4b?si=a8daffd2bf1f48fd Apple: https://podcasts.apple.com/us/podcast/tom-bilyeus-impact-theory/id1191775648 Do you need my help STARTING a business? Join me here inside ZERO TO FOUNDER: (https://tombilyeu.com/zero-to-founder) Get the exact systems, mindset shifts, and principles that built a $1B brand delivered straight to your inbox every week. Subscribe for free (https://tombilyeu.com) Check out our Video game - Project Kyzen: (https://projectkyzen.io/) Catch Me Streaming on Twitch -  (https://twitch.tv/tombilyeu) Link to IT discord: https://discord.gg/TZKJ2etPbT Tom's Favorite Things List:  https://amzn.to/41Ftt7e For Business inquiries: connect@impacttheory.com FOLLOW TOM: Instagram: https://www.instagram.com/tombilyeu Twitter: https://x.com/TomBilyeu YouTube: https://www.youtube.com/@TomBilyeu impact theory,tom bilyeu,openai,ai bubble,stock market,tech stocks,oracle,nvidia,firmus ipo,data centers,private credit,kevin warsh,iran,ai propaganda,chatgpt,dead internet theory,h-1b,green card,jd vance,microsoft,american workers,zohran mamdani,october 7th,pro palestinian protest,pete hegseth,execution,death penalty,firing squad,palmer luckey,oxytocin,marriage,political news,live news