(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...
Podcast episode
1:50:43
August 9th, 2025