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  1. All-In Podcast1h 51m

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

    Gavin Baker, Ben Shapiro, Phil Deutch, Jason Calacanis, David Sacks, Friedberg

    Co-hosts Jason Calacanis and David Sacks led a full roster of guests, including Ben Shapiro and Gavin Baker, in a discussion spanning OpenAI's GPT-5 release, China's energy expansion, and U.S. tariff revenue trends that have hit $127 billion in early 2025. The panel analyzed the economic implications of artificial intelligence, with debates centering on whether productivity gains will materialize as rapidly as infrastructure investments while addressing geopolitical risks like Nvidia GPU smuggling and state-sponsored capitalism. Additionally, the hosts critiqued Apple's innovation stagnation, examined the "imperial presidency" versus administrative overreach, and concluded with a diverse lineup of summer book and television recommendations from the featured experts.

  2. All-In Podcast1h 44m

    Yen Carry Trade, Recession odds grow, Buffett cash pile, Google ruled monopoly, Kamala picks Walz

    Buffett, Kamala, Walz, Chamath, Friedberg, Jason Calacanis, David Sacks

    Following a Bank of Japan interest rate hike that triggered a $20 trillion unwind of the yen carry trade and caused significant global equity losses, the central bank paused further tightening to stabilize markets amid growing concerns over US debt sustainability and a likely recession. Simultaneously, Berkshire Hathaway reduced its Apple concentration by over half while a federal court ruled Google maintained an illegal search monopoly, prompting debates over potential structural remedies and political bias in search results. The episode also examined the strategic risks of Kamala Harris selecting Tim Walz as her vice-presidential running mate and the ongoing controversies surrounding the 2024 US election landscape.