Ben Shapiro

Gavin Baker × Ben Shapiro × Phil Deutch

GPT-5 was OpenAI’s first launch that failed to decisively beat rivals, with Grok 4 ahead on key benchmarks, though its router may simplify mainstream AI use.Hyperscaler returns and fully utilized GPUs support continued capex, but power, China’s manufacturing coordination, tariff uncertainty, housing costs, and Apple’s $700 billion buybacks remain critical allocation signals.

Chamath Palihapitiya × Jason Calacanis × David Sacks × David Friedberg × Ben Shapiro

Trump’s Middle East tour paired roughly $2 trillion of Gulf commitments with AI, aviation and defense deals, positioning Saudi Arabia and Qatar as a strategic platform against China’s influence.The China tariff pause and pharma order offer political wins but leave regulatory parity, counterparty verification and drug-development economics unresolved, while the House tax bill raises a sharper debt and Treasury-yield risk.

Chamath Palihapitiya × Ben Shapiro × Antonio Gracias

DOGE’s reported rise in Enumeration Beyond Entry from roughly 300,000–400,000 annual issuances to 2.1 million in 2024 highlights weak identity controls and expanding exposure across benefits and voter files.The tariff package’s conflicting goals of revenue and reshoring leave the end-state unclear, while possible exemptions, a roughly $750 billion–$1 trillion market shock, corporate-credit stress, and Chinese intellectual-property retaliation define the risks to monitor.