Kinda Spooky: META, AI, TSLA

31/10/2025 29 min
Kinda Spooky: META, AI, TSLA

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Episode Synopsis

Katie and Matt discuss Halloween costumes, AI capital spending, hybrid financing, K-cup JVs, investment grade private credit, the metaverse (?!?), the OpenAI reorganization, OpenAI capital needs and governance, Elon Musk’s pay package, Tesla succession and getting cut off at the JPMorgan office pub.See omnystudio.com/listener for privacy information.