AI Is saving the economy. For now.
NewcomerAugust 08, 202500:37:09

AI Is saving the economy. For now.

GPT-5 has landed! Is it the leap forward OpenAI promised or just an incremental upgrade? Eric Newcomer and Tom Dotan discuss this, how AI capex might be propping up the entire economy, and what Apple’s golden gifts to Trump say about Big Tech’s political bets.

Timestamps:
00:00 - GPT-5's incremental improvement
11:07 - AI Capex concerns
25:23 - The current AI / hard tech moment in SF
29:07 - Tim Apple's big gift