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Episode
OpenAI's GPT-5 Flop, AI's Unlimited Market, China's Big Advantage, Rise in Socialism, Housing Crisis
Views
417K
1.1× the show’s average
Episode417K
Show avg370K
Published
15mo ago
Aug 9, 2025
Length
1h 51m
show avg 1h 19m
From the show
Chapters
Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect Referenced in the show: https://www.bloomberg.com/news/articles/2025-08-08/openai-s-gpt-5-met-with-mixed-reviews-confusion-in-first-day https://www.anthropic.com/news/build-ai-in-america https://www.youtube.com/watch?v=whE75zEFBpU https://www.census.gov/library/visualizations/time-series/demo/historic.html https://www.justice.gov/opa/pr/two-chinese-nationals-arrested-complaint-alleging-they-illegally-shipped-china-sensitive https://www.ft.com/content/6f806f6e-61c1-4b8d-9694-90d7328a7b54 #allin #tech #news
- 0:00Bestie intros! Gavin Baker, Ben Shapiro, and Phil Deutch join the show
- 7:32GPT-5 underwhelms, benchmark saturation, OpenAI's product excellence
- 18:14AI's TAM, ROIC, and energy implications
- 27:27China's major advantage and how the US can counter it
- 43:46Political parties picking winners, energy subsidy reversal, how the bureaucratic branch was created and how to fix it
- 52:38Socialism, OBBB impact on energy, does socialism in the US rely on Mamdani in NYC?
- 1:10:00Tariffs update: $125B+ revenue so far, India and Switzerland hit hard, Trump's ad hoc approach
- 1:27:51Nvidia chips being smuggled to China
- 1:31:13Apple's $700B in buybacks since 2015 and failing AI strategy
- 1:40:09Summer reading recommendations
Mentioned
Names dropped
SA
Sam Altman
friend of the pod Sammy the Bull Alman dropped GPT5 and uh two openweight models.
DR
Dave Ricks
The CEO of Eli Lily, Dave Ricks, Alibaba's co-founder Joe Sai also owns the Nets.
DK
Dara Khosrowshahi
My guy Dra from Uber with the $200 billion market cap.
RH
Rene Haas
We got the ARM CEO Renee Circles co-founder Jeremy Alair.
JA
Jeremy Allaire
We got the ARM CEO Renee Circles co-founder Jeremy Alair.
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