1:20:57enOpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide CrazeAll-In Podcast·May 1, 2026OpenAI’s miss, the AI capex boom, and the Musk lawsuit all point to the same bottleneck: power, not demand, is now deciding the market.日本語に変換
1:20:57en1:20:57en