Phil Deutch

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.