OpenAI's GPT-5 Flop, AI's Unlimited Market, China's Big Advantage, Rise in Socialism, Housing Crisis
from All-In with Chamath, Jason, Sacks & Friedberg
by All-In Podcast, LLC
Published: Sat Aug 09 2025
Show Notes
(0:00) Bestie intros! Gavin Baker, Ben Shapiro, and Phil Deutch join the show
(7:32) GPT-5 underwhelms, benchmark saturation, OpenAI's product excellence
()AI's TAM, ROIC, and energy implications
()China's major advantage and how the US can counter it
()Political parties picking winners, energy subsidy reversal, how the bureaucratic branch was created and how to fix it
()Socialism, OBBB impact on energy, does socialism in the US rely on Mamdani in NYC?
()Tariffs update: $125B+ revenue so far, India and Switzerland hit hard, Trump's ad hoc approach
()Nvidia chips being smuggled to China
()Apple's $700B in buybacks since 2015and failing AI strategy
()Summer reading recommendations
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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