Episode Details
| Title | OpenAI's GPT-5 Flop, AI's Unlimited Market, China's Big Advantage, Rise in Socialism, Housing Crisis |
|---|---|
| Date | 8/9/2025 |
| Podcast | All-In with Chamath, Jason, Sacks & Friedberg ↗ |
Key Insights
Bullish:
- 🟢 $NVDA - NVIDIA's strategy of allowing sales of less powerful GPUs to China is seen as a smart business move that could benefit the company by reducing illegal smuggling while maintaining market position.
- “I do think it was very smart to resume, you know, the h twenties and whatever they're gonna call the kind of despec black well, letting them be sold into China.” - Gavin (1:30:40)
- 🟢 $EV - 🔒
- 🟢 $ENERGY - 🔒
- 🟢 $METAVERSE - 🔒
Bearish:
- 🔻 $AAPL - 🔒