OpenAI's GPT-5 Flop, AI's Unlimited Market, China's Big Advantage, Rise in Socialism, Housing Crisis

<p>(0:00) Bestie intros! Gavin Baker, Ben Shapiro, and Phil Deutch join the show</p> <p>(7:32) GPT-5 underwhelms, benchmark saturation, OpenAI's product excellence</p> <p>(18:14) AI's TAM, ROIC, and energy implications</p> <p>(27:27) China's major advantage and how the US can counter it</p> <p>(43:46) Political parties picking winners, energy subsidy reversal, how the bureaucratic branch was created and how to fix it</p> <p>(52:38) Socialism, OBBB impact on energy, does socialism in the US rely on Mamdani in NYC?</p> <p>(1:10:00) Tariffs update: $125B+ revenue so far, India and Switzerland hit hard, Trump's ad hoc approach</p> <p>(1:27:51) Nvidia chips being smuggled to China</p> <p>(1:31:13) Apple's $700B in buybacks since 2015 and failing AI strategy</p> <p>(1:40:09) Summer reading recommendations</p> <p>Join us at the All-In Summit:</p> <p><a href= "https://allin.com/summit">https://allin.com/summit</a></p> <p>Summit scholarship application:</p> <p><a href="http://bit.ly/4kyZqFJ">http://bit.ly/4kyZqFJ</a></p> <p>Get The Besties All-In Tequila:</p> <p><a href= "https://tequila.allin.com">https://tequila.allin.com</a></p> <p>Follow Ben:</p> <p><a href= "https://x.com/benshapiro">https://x.com/benshapiro</a></p> <p>Follow Gavin:</p> <p><a href= "https://x.com/GavinSBaker">https://x.com/GavinSBaker</a></p> <p>Follow Phil:</p> <p><a href="https://x.com/pdeutch">https://x.com/pdeutch</a></p> <p>Follow the besties:</p> <p><a href="https://x.com/chamath">https://x.com/chamath</a></p> <p><a href="https://x.com/Jason">https://x.com/Jason</a></p> <p><a href= "https://x.com/DavidSacks">https://x.com/DavidSacks</a></p> <p><a href= "https://x.com/friedberg">https://x.com/friedberg</a></p> <p>Follow on X:</p> <p><a href= "https://x.com/theallinpod">https://x.com/theallinpod</a></p> <p>Follow on Instagram:</p> <p><a href= "https://www.instagram.com/theallinpod">https://www.instagram.com/theallinpod</a></p> <p>Follow on TikTok:</p> <p><a href= "https://www.tiktok.com/@theallinpod">https://www.tiktok.com/@theallinpod</a></p> <p>Follow on LinkedIn:</p> <p><a href= "https://www.linkedin.com/company/allinpod">https://www.linkedin.com/company/allinpod</a></p> <p>Intro Music Credit:</p> <p><a href="https://rb.gy/tppkzl">https://rb.gy/tppkzl</a></p> <p><a href= "https://x.com/yung_spielburg">https://x.com/yung_spielburg</a></p> <p>Intro Video Credit:</p> <p><a href= "https://x.com/TheZachEffect">https://x.com/TheZachEffect</a></p> <p>Referenced in the show:</p> <p><a href= "https://www.bloomberg.com/news/articles/2025-08-08/openai-s-gpt-5-met-with-mixed-reviews-confusion-in-first-day"> https://www.bloomberg.com/news/articles/2025-08-08/openai-s-gpt-5-met-with-mixed-reviews-confusion-in-first-day</a></p> <p><a href= "https://www.anthropic.com/news/build-ai-in-america">https://www.anthropic.com/news/build-ai-in-america</a></p> <p><a href= "https://www.youtube.com/watch?v=whE75zEFBpU">https://www.youtube.com/watch?v=whE75zEFBpU</a></p> <p><a href= "https://www.census.gov/library/visualizations/time-series/demo/historic.html"> https://www.census.gov/library/visualizations/time-series/demo/historic.html</a></p> <p><a href= "https://www.justice.gov/opa/pr/two-chinese-nationals-arrested-complaint-alleging-they-illegally-shipped-china-sensitive"> https://www.justice.gov/opa/pr/two-chinese-nationals-arrested-complaint-alleging-they-illegally-shipped-china-sensitive</a></p> <p><a href= "https://www.ft.com/content/6f806f6e-61c1-4b8d-9694-90d7328a7b54">https://www.ft.com/content/6f806f6e-61c1-4b8d-9694-90d7328a7b54</a></p>