(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: <a href= "https://allin.com/summit">https://allin.com/summit</a> Summit scholarship application: <a href="http://bit.ly/4kyZqFJ">http://bit.ly/4kyZqFJ</a> Get The Besties All-In Tequila: <a href= "https://tequila.allin.com">https://tequila.allin.com</a> Follow Ben: <a href= "https://x.com/benshapiro">https://x.com/benshapiro</a> Follow Gavin: <a href= "https://x.com/GavinSBaker">https://x.com/GavinSBaker</a> Follow Phil: <a href="https://x.com/pdeutch">https://x.com/pdeutch</a> Follow the besties: <a href="https://x.com/chamath">https://x.com/chamath</a> <a href="https://x.com/Jason">https://x.com/Jason</a> <a href= "https://x.com/DavidSacks">https://x.com/DavidSacks</a> <a href= "https://x.com/friedberg">https://x.com/friedberg</a> Follow on X: <a href= "https://x.com/theallinpod">https://x.com/theallinpod</a> Follow on Instagram: <a href= "https://www.instagram.com/theallinpod">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href= "https://www.tiktok.com/@theallinpod">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href= "https://www.linkedin.com/company/allinpod">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl">https://rb.gy/tppkzl</a> <a href= "https://x.com/yung_spielburg">https://x.com/yung_spielburg</a> Intro Video Credit: <a href= "https://x.com/TheZachEffect">https://x.com/TheZachEffect</a> Referenced in the show: <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> <a href= "https://www.anthropic.com/news/build-ai-in-america">https://www.anthropic.com/news/build-ai-in-america</a> <a href= "https://www.youtube.com/watch?v=whE75zEFBpU">https://www.youtube.com/watch?v=whE75zEFBpU</a> <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> <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> <a href= "https://www.ft.com/content/6f806f6e-61c1-4b8d-9694-90d7328a7b54">https://www.ft.com/content/6f806f6e-61c1-4b8d-9694-90d7328a7b54</a>

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