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26:01ENAfter the OpenAI Saga: Governance, Incentives, Diffusion Models and Why Your ASP Is My OpportunityHost Sarah Guo, Elad GilIn a host-only episode, Sarah Guo and Elad Gil unpack what OpenAI's leadership turmoil teaches about governance and incentives, then turn to AI video, small teams and the economics of AI investing.
35:37ENPricing the Future: Kalshi's Tarek Mansour on Winning the Right to Trade ElectionsHost Sarah Guo, Elad GilThe Kalshi CEO explains how his regulated exchange beat the CFTC in court, why he sees event contracts as hedging rather than gambling, and why he thinks market prices beat polls and pundits.
33:31ENOpen Source Catches Up, Regulation Can Wait: Sarah Guo and Elad Gil Answer Listener QuestionsHost Sarah Guo, Elad GilTwo AI investors cover open-source models, autonomous agents, whether to regulate AI, where startups can win, and why healthcare innovation is so hard.









