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

2025-08-09 · 111 min · 27 entities

episode page audio

Asserted relationships

→ references Yung Spielburg person

0.77

evidence rules-v4
Link in episode "OpenAI's GPT-5 Flop, AI's Unlimited Market, China's Big Advantage, Rise in Socialism, Housing Crisis": https://x.com/yung_spielburg
→ references Allinpod company

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evidence rules-v4
Link in episode "OpenAI's GPT-5 Flop, AI's Unlimited Market, China's Big Advantage, Rise in Socialism, Housing Crisis": https://linkedin.com/company/allinpod
→ discusses Technology company

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evidence rules-v4
Feed category: Technology
→ discusses Business concept

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evidence rules-v4
Feed category: Business
→ discusses Entrepreneurship concept

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evidence rules-v4
Feed category: Entrepreneurship
→ hosted by All-In Podcast, LLC company

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evidence rules-v4
Feed author/publisher: All-In Podcast, LLC
→ references Tppkzl website

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evidence rules-v4
Link in episode "OpenAI's GPT-5 Flop, AI's Unlimited Market, China's Big Advantage, Rise in Socialism, Housing Crisis": https://rb.gy/tppkzl
→ references @Theallinpod website

0.38

evidence rules-v4
Link in episode "OpenAI's GPT-5 Flop, AI's Unlimited Market, China's Big Advantage, Rise in Socialism, Housing Crisis": https://tiktok.com/@theallinpod
→ references Summit website

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evidence rules-v4
Link in episode "OpenAI's GPT-5 Flop, AI's Unlimited Market, China's Big Advantage, Rise in Socialism, Housing Crisis": https://allin.com/summit
→ references tequila.allin.com website

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evidence rules-v4
Link in episode "OpenAI's GPT-5 Flop, AI's Unlimited Market, China's Big Advantage, Rise in Socialism, Housing Crisis": https://tequila.allin.com/
→ references Content website

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evidence rules-v4
Link in episode "OpenAI's GPT-5 Flop, AI's Unlimited Market, China's Big Advantage, Rise in Socialism, Housing Crisis": https://ft.com/content/6f806f6e-61c1-4b8d-9694-90d7328a7b54
→ references Build Ai In America person

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evidence rules-v4
Link in episode "OpenAI's GPT-5 Flop, AI's Unlimited Market, China's Big Advantage, Rise in Socialism, Housing Crisis": https://anthropic.com/news/build-ai-in-america
→ references Visualizations website

0.38

evidence rules-v4
Link in episode "OpenAI's GPT-5 Flop, AI's Unlimited Market, China's Big Advantage, Rise in Socialism, Housing Crisis": https://census.gov/library/visualizations/time-series/demo/historic.html

Entities found in this episode

websites 12

mentioned Tppkzl website

0.45

evidence rules-v4
Link in episode "OpenAI's GPT-5 Flop, AI's Unlimited Market, China's Big Advantage, Rise in Socialism, Housing Crisis": https://rb.gy/tppkzl
mentioned @Theallinpod website

0.45

evidence rules-v4
Link in episode "OpenAI's GPT-5 Flop, AI's Unlimited Market, China's Big Advantage, Rise in Socialism, Housing Crisis": https://tiktok.com/@theallinpod
mentioned Summit website

0.45

evidence rules-v4
Link in episode "OpenAI's GPT-5 Flop, AI's Unlimited Market, China's Big Advantage, Rise in Socialism, Housing Crisis": https://allin.com/summit
mentioned tequila.allin.com website

0.45

evidence rules-v4
Link in episode "OpenAI's GPT-5 Flop, AI's Unlimited Market, China's Big Advantage, Rise in Socialism, Housing Crisis": https://tequila.allin.com/
mentioned Content website

0.45

evidence rules-v4
Link in episode "OpenAI's GPT-5 Flop, AI's Unlimited Market, China's Big Advantage, Rise in Socialism, Housing Crisis": https://ft.com/content/6f806f6e-61c1-4b8d-9694-90d7328a7b54
mentioned Visualizations website

0.45

evidence rules-v4
Link in episode "OpenAI's GPT-5 Flop, AI's Unlimited Market, China's Big Advantage, Rise in Socialism, Housing Crisis": https://census.gov/library/visualizations/time-series/demo/historic.html
references Tppkzl website

0.38

evidence rules-v4
Link in episode "OpenAI's GPT-5 Flop, AI's Unlimited Market, China's Big Advantage, Rise in Socialism, Housing Crisis": https://rb.gy/tppkzl
references @Theallinpod website

0.38

evidence rules-v4
Link in episode "OpenAI's GPT-5 Flop, AI's Unlimited Market, China's Big Advantage, Rise in Socialism, Housing Crisis": https://tiktok.com/@theallinpod
references Summit website

0.38

evidence rules-v4
Link in episode "OpenAI's GPT-5 Flop, AI's Unlimited Market, China's Big Advantage, Rise in Socialism, Housing Crisis": https://allin.com/summit
references tequila.allin.com website

0.38

evidence rules-v4
Link in episode "OpenAI's GPT-5 Flop, AI's Unlimited Market, China's Big Advantage, Rise in Socialism, Housing Crisis": https://tequila.allin.com/
references Content website

0.38

evidence rules-v4
Link in episode "OpenAI's GPT-5 Flop, AI's Unlimited Market, China's Big Advantage, Rise in Socialism, Housing Crisis": https://ft.com/content/6f806f6e-61c1-4b8d-9694-90d7328a7b54
references Visualizations website

0.38

evidence rules-v4
Link in episode "OpenAI's GPT-5 Flop, AI's Unlimited Market, China's Big Advantage, Rise in Socialism, Housing Crisis": https://census.gov/library/visualizations/time-series/demo/historic.html

companys 6

mentioned Allinpod company

0.90

evidence rules-v4
Link in episode "OpenAI's GPT-5 Flop, AI's Unlimited Market, China's Big Advantage, Rise in Socialism, Housing Crisis": https://linkedin.com/company/allinpod
references Allinpod company

0.77

evidence rules-v4
Link in episode "OpenAI's GPT-5 Flop, AI's Unlimited Market, China's Big Advantage, Rise in Socialism, Housing Crisis": https://linkedin.com/company/allinpod
mentioned All-In Podcast, LLC company

0.70

evidence rules-v4
Feed author/publisher: All-In Podcast, LLC
mentioned Technology company

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evidence rules-v4
Feed category: Technology
discusses Technology company

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evidence rules-v4
Feed category: Technology
hosted by All-In Podcast, LLC company

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evidence rules-v4
Feed author/publisher: All-In Podcast, LLC

concepts 5

mentioned Business concept

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evidence rules-v4
Feed category: Business
mentioned Entrepreneurship concept

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evidence rules-v4
Feed category: Entrepreneurship
discusses Business concept

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evidence rules-v4
Feed category: Business
discusses Entrepreneurship concept

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evidence rules-v4
Feed category: Entrepreneurship
mentioned GPT concept

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evidence rules-v4
GPT

persons 4

mentioned Yung Spielburg person

0.90

evidence rules-v4
Link in episode "OpenAI's GPT-5 Flop, AI's Unlimited Market, China's Big Advantage, Rise in Socialism, Housing Crisis": https://x.com/yung_spielburg
references Yung Spielburg person

0.77

evidence rules-v4
Link in episode "OpenAI's GPT-5 Flop, AI's Unlimited Market, China's Big Advantage, Rise in Socialism, Housing Crisis": https://x.com/yung_spielburg
mentioned Build Ai In America person

0.45

evidence rules-v4
Link in episode "OpenAI's GPT-5 Flop, AI's Unlimited Market, China's Big Advantage, Rise in Socialism, Housing Crisis": https://anthropic.com/news/build-ai-in-america
references Build Ai In America person

0.38

evidence rules-v4
Link in episode "OpenAI's GPT-5 Flop, AI's Unlimited Market, China's Big Advantage, Rise in Socialism, Housing Crisis": https://anthropic.com/news/build-ai-in-america

Episode description as stored

(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 (18:14) AI's TAM, ROIC, and energy implications (27:27) China's major advantage and how the US can counter it (43:46) Political parties picking winners, energy subsidy reversal, how the bureaucratic branch was created and how to fix it (52:38) Socialism, OBBB impact on energy, does socialism in the US rely on Mamdani in NYC? (1:10:00) Tariffs update: $125B+ revenue so far, India and Switzerland hit hard, Trump's ad hoc approach (1:27:51) Nvidia chips being smuggled to China (1:31:13) Apple's $700B in buybacks since 2015 and failing AI strategy (1:40:09) Summer reading recommendations Join us at the All-In Summit: https://allin.com/summit Summit scholarship application: http://bit.ly/4kyZqFJ Get The Besties All-In Tequila: https://tequila.allin.com Follow Ben: https://x.com/benshapiro Follow Gavin: https://x.com/GavinSBaker Follow Phil: https://x.com/pdeutch 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