OpenAI's Identity Crisis, Datacenter Wars, Market Up on Iran News, Mamdani's First Tax, Swalwell Out
The All-In hosts warn that New York's proposed 3.9% pied-à-terre tax on second homes could crash the luxury real estate market by driving wealthy buyers to other cities, while OpenAI faces an identity crisis as it pivots toward enterprise customers amid concerns that Anthropic's faster growth has flipped secondary market valuations.