All-In with Chamath, Jason, Sacks & Friedberg OpenAI's GPT-5 Flop, AI's Unlimited Market, China's Big Advantage, Rise in Socialism, Housing Crisis
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Aug 9, 2025 
Guests Phil Deutch of NGP Energy Technology Partners and Gavin Baker, Managing Partner at Atreides Management, dive into the underwhelming reveal of GPT-5 and its implications for OpenAI's future. They explore the unlimited market potential of AI and the energy challenges that accompany it. The conversation turns to China's advantages in renewable energy and the rising influence of socialism on domestic policies. Additionally, they analyze the effects of tariff strategies and Apple's stagnation in innovation, offering keen insights into the evolving economic landscape.
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GPT‑5 Misses Anticipated Leap
- GPT‑5 delivered incremental gains and did not decisively beat Grok4 on several benchmarks.
- Benchmark saturation makes leaderboard improvements harder to interpret.
Auto‑Model Selection For Better UX
- Let the system auto‑route users to the best underlying model to simplify the interface.
- Remove the burden of choosing model names from nontechnical users.
AI Investments Are Showing ROIC
- Hyperscaler AI spending has increased reported return on invested capital, not just costs.
- Early revenue acceleration (ads, Copilot) shows tangible economic value from AI investments.
