OpenAI's GPT-5 Flop, AI's Unlimited Market, China's Big Advantage, Rise in Socialism, Housing Crisis
All-In with Chamath, Jason, Sacks & Friedberg
All-In Podcast, LLC
4.2 • 7.1K Ratings
🗓️ 9 August 2025
⏱️ 111 minutes
🧾️ Download transcript
Summary
(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
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Referenced in the show:
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.ft.com/content/6f806f6e-61c1-4b8d-9694-90d7328a7b54
Transcript
Click on a timestamp to play from that location
| 0:00.0 | I just want to let Freeberg know. |
| 0:01.6 | He told me to stop taking my nicotine patches because I had brought too much energy. |
| 0:05.5 | Freeburg, you see what I got here? |
| 0:06.8 | Nick, blurted that out. See what I have here? We're not doing, we're not doing promotions for this. We're not doing any of these promotions. What you need to know is he sent me my own flavors. Jason's trying to make a side hustle. Just so the rest of you guys know, Jason's trying to get paid. |
| 0:02.3 | It's not a side hustle. |
| 0:03.2 | I have no interesting. |
| 0:04.7 | He's trying to show into an infomercial, Jason's trying to get paid. It's not a side hustle. I have no interest. |
| 0:21.7 | He's trying to show into an infomercial and he's trying to get paid personally. |
| 0:25.5 | Spreiber, I'm selling this on eBay. |
| 0:27.2 | If anyone wants to get about eBay site, it's welcome. |
| 0:32.7 | Let your winners ride. |
| 0:35.8 | Rain Man, David Saug. |
| 0:40.0 | And it said, we open source it to the fans, and they've just gone crazy with it. |
| 0:43.9 | Love you, my nice. |
| 0:44.9 | Queen of Kinwa. |
| 0:46.4 | I'm going all in. |
| 0:47.9 | All right, everybody, welcome back to the number one podcast in the world, the all in podcast. |
| 0:52.6 | And we were supposed to take off this week. But no, your |
| 0:56.5 | independent, moderate moderator said, no. Disgracad taking a week off, no weeks off. So, |
| 1:03.9 | I told my besties, we're out gallivanting. We're doing a show on Friday with and without you all. Of course, David |
| 1:13.0 | Freeberg showed up. How you doing, Davey? I'm here. You're here, but you weren't going to come |
| 1:19.9 | at first. You were a little frustrated that the other boys took the week off. I was annoyed. We were |
... |
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