Because that's what Bradley argues retail investors will be banking on if they buy OpenAI stock if it goes public as early as this fall. Taking a careful walk through the numbers, he set it up as a classic conflict between math and mythology. Does a debt-laden company with massive annual losses and hard-core competitors deserve to be instantly admitted to the ranks of giants like Apple, Microsoft and Amazon? Plus, Bradley recounts his epic weekend stroll down Broadway, from the Bronx to the Staten Island Ferry, and imagines what a Mamdani-esque ticker tape parade might look like if his prediction of the Knicks in six comes true.

This episode was taped at P&T Knitwear at 180 Orchard Street — New York City’s only free podcast recording studio.

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