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Zuckerberg vs OpenAI I TCAF 112



On episode 112 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Alex Kantrowitz to discuss the big tech landscape, AI competition, augmented reality, Michael Lewis and SBF, and much more!

Today’s show is brought to you by Birddogs. Visit: https://birddogs.com/compound or enter promo code COMPOUND for a free white-tech dad hat with every purchase!

More from Alex:
https://x.com/Kantrowitz

00:00 – Cold Open
11:44 – Intro
14:37 – The Metaverse
25:47 – A.I.
39:08 – Software or Hardware?
41:57 – Microsoft Copilot
45:29 – The A.I. Labor Market
49:03 – Zuckerberg Vs. Sam Altman
53:29 – Is OpenAI Overrated?
01:00:20 – SBF, FTX, and Michael Lewis
01:15:06 – Big Tech
01:21:33 – Favorites

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20 Comments

  4. laura cronk

    I have to disagree with Josh about SBF. As a woman and a fairly experienced investor, I did find him charming. I am usually good at spotting a liar and didn't get that at all. Am reading Number go up. It's all unbelievable. I still love Josh even thought I disagree!!! Good thoughts Michael on that topic. Michael Lewis's books are great!

  10. Thabo Hermanus

    Totally enjoyed this as usual. Since I am so young, when will you be coming up with the 80⚡️20 T-shirt?

  12. Rick Baum

    i understand why facebook is great indicator for a lot of industries, but calling zuck a great at pivoting and building is bizarre. Meta is trash and in decline. they missed the boat

  15. Nick Longo

    Hey I got the killer app for this. It's called "Dateless Saturday Night in Old Times Square." I got more.

  19. Larry Gerry

    Micheal Lewis should be criticised. He basically wrote a book praising SBF and did not change his view.

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