OpenAI's GPT-5 Flop, AI's Unlimited Market, China's Big Advantage, Rise in Socialism, Housing Crisis
(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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Referenced in the show:
https://www.bloomberg.com/news/articles/2025-08-08/openai-s-gpt-5-met-with-mixed-reviews-confusion-in-first-day
https://www.anthropic.com/news/build-ai-in-america
https://www.youtube.com/watch?v=whE75zEFBpU
https://www.census.gov/library/visualizations/time-series/demo/historic.html
https://www.justice.gov/opa/pr/two-chinese-nationals-arrested-complaint-alleging-they-illegally-shipped-china-sensitive
https://www.ft.com/content/6f806f6e-61c1-4b8d-9694-90d7328a7b54
Data Centers and Energy with Phil Deutch | E2015
Timestamps:
(0:00) Teaser of today’s Liquidity Summit talk from Phil Deutch.
(1:29) Alex kicks off the show.
(2:11) Jason introduces Phil Deutch at the Liquidity Summit 2024
(3:52) Phil Deutch’s talk “Data Centers & Energy: A First Principles Understanding of Investment Opportunities & Challenges”
(4:39) Data center power demands and the impact on energy demand
(7:30) The complexity of energy generation and distribution
(9:24) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/TWIST
(10:55) Electricity generation in the US, transmission, and distribution challenges
(15:17) Market opportunity for faster electricity delivery and sustainability challenges
(20:08) Vanta - Get $1000 off your SOC 2 at https://www.vanta.com/twist
(21:14) The nuclear power debate, role of AI and batteries in energy management
(25:55) Consumer awareness and recent outages' impact on energy consumption
(29:16) OpenPhone - Get 20% off your first six months at https://www.openphone.com/twist
(30:39) Audience questions on the transition to AI and EV adoption challenges
(34:09) Future innovations in energy: Solar, storage, and the potential for free electricity
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Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland
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