(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

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Intro Music Credit:
https://rb.gy/tppkzl
https://x.com/yung_spielburg

Intro Video Credit:
https://x.com/TheZachEffect

Referenced in the show:
https://www.bloomberg.com/news/articl...
https://www.anthropic.com/news/build-...
   • Nebraska Republican Mike Flood confronted,...  
https://www.census.gov/library/visual...
https://www.justice.gov/opa/pr/two-ch...
https://www.ft.com/content/6f806f6e-6...

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