OpenAI's GPT-5 Flop, AI's Unlimited Market, China's Big Advantage, Rise in Socialism, Housing Crisis
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What jokes and banter kick off the episode and who joins the show?
I just want to let Freeberg know. He told me to stop taking my nicotine patches because I had brought too much energy. Freeberg, you see what I got here? Nick, blur that out. See what I got. Okay, we're not doing we're
not doing
promotions.
We're
not doing any
of these promotions. What you need to know is he sent me my own flavors. Jason is trying to make a side. Just so the rest of you guys know, Jason's trying to pay side
hustle. I have no
He's trying to turn the show into an infomercial and he's trying to get paid personally.
Let your winners ride. Rainman David Sack. And instead we open source it to the fans and they've just gone. Love you at nice queen of Kino.
All right, everybody, welcome back to the number one podcast in the world, the all in podcast. And we were supposed to take off this week, but no. Your independent moderate moderator said no. Descratziod taking a week off. No weeks off. So I told my besties, we're out gallivanting. We're doing a show on Friday with or without y'all. Of course, David Freeberg showed up. How you doing, Davy? I'm here. You're here. But you weren't gonna come at first. You were a little frustrated that the other boys took the week off. Well, I was
annoyed. We were gonna record yesterday. Yes. I had gotten a docket, which we're supposed to do. What are we gonna talk about? I read it. I mentally prepared. I drank some coffee. I get dressed in a t-shirt and I get in front of my computer. And then your co-hosts bail. And they're like, no, I can't. Your co-host too. I can't. I'm in this country. I can't. I'm on this boat. And um how many hours slash minutes of notice did they
give us? Oh, it was like five minutes before we were supposed to record. It was ninety minutes before. Ninety minutes before the show. That's true professionalism. But Freeburg, a consummate professional, is here and we've got a full docket for everybody. Also with us. My God, Gavin Baker is here. He's at the beach, I'm sure. Enjoying a little recreation, but you decided, hey Let me get in here. Help J Cow. Let's lock the show down. Take a little time out from the beach and do an episode of all in. Thank you for doing that.
Always happy to help. I should say that I'm working hard at the beach.
I mean, it was supposed to be an easy, breezy summer. We had like a busy couple of years, but we're post-election. Everything was supposed to slow down. We get into a groove. It's never been busier, right?
Uh well, we're just we're in the still in the thick of public company earnings. Right. Which is always busy.
Yeah. And of course, uh, for those who don't know, Gavin is the managing partner and CIO of a treaties. He invests in private companies, public companies, or just public? Uh public and private. Public and private. So that makes you a crossover fund. With us as well today, my guy, fellow broadcaster. Ben Shapiro, host of the Ben Shapiro show, co-founder of The Daily Wire, which uh, gosh, makes a mountain of money and has a new book coming out. In September: Lions and Scavengers: The True Story of America and her critics. You gendered America, Ben, in your subtitle, A Bold Move. What's the book about and why are you writing it?
So basically, the the concept of the book is that we're watching civilization break down between people who want to build and people who want to tear down. And you saw that pretty clearly, I think, in the last election cycle, but you're seeing it all over the world. People who actually are innovators, people who want to build social fabric, uh, people who want to defend the civilization, then people who aren't interested in getting rid of borders, people who want to destroy businesses, people who are not interested in the foundations of Western civilization and see them as fundamentally bad. It's really that contrast. And see I knew that you had
Something you wanted to say because the book business for a podcast, or especially one as successful as you are now, you know, right behind us, number two in the rankings there. I kid, he's ahead of us. But we're manifesting. We're right there, right with Ben Shapiro and True Crime.
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Chapters
7 chapters
1
What jokes and banter kick off the episode and who joins the show?
0:00–27:12
2
Why do the hosts consider GPT‑5 a flop and how does it compare to GPT‑4 and Grok‑4?
27:12–39:52
3
How are benchmark saturation and new AI evaluation metrics changing the competitive landscape?
39:52–59:21
4
Why is the United States lagging behind on Gen 4 nuclear reactors and clean energy?
59:21–1:12:17
5
How do the hosts argue that socialism leads to ever‑greater government intervention?
1:12:17–1:24:27
6
What is the impact of the new Trump‑era tariffs on U.S. revenue and trade policy?
1:24:27–1:35:40
7
Why are NVIDIA GPUs being smuggled to China and what does it mean for the chip market?
1:35:40–1:50:38
Speakers
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