Video summary
The central argument presented is that conflict between the United States and China is not driven by a rising Chinese power, but rather by its inevitable decline, which creates a desperate "now or never" mentality reminiscent of Imperial Germany and Imperial Japan before World War II. As China's strategic window for achieving its ambitions closes, the transcript warns that this demographic urgency could push Beijing toward preventive war to secure its interests before it is too late. This perspective suggests that the aggressor in any future confrontation will be the nation that perceives its decline first and acts out of fear of losing its position, rather than one seeking expansion from a place of strength.
Evidence for this rapid decline points to a severe population collapse, with China's population peaking in 2022 and shrinking due to the legacy of the One Child Policy, high living costs, and increased female empowerment. By 2050, the number of women of childbearing age is projected to plummet from roughly 105 million to just 58 million, exacerbating an economic crisis marked by overbuilding with millions of empty homes and pension funds expected to run dry by 2035. To mask these weaknesses, China may be inflating population data while simultaneously weaponizing its control over critical minerals like gallium and germanium, forcing the global market to build independent supply chains as its domestic consumer base shrinks.
In response to this demographic and economic pressure, China is reportedly shifting from routine military drills to serious war preparation, including constructing massive replica cities of Taipei, Washington D.C., and US naval bases in the Gobi Desert for practicing decapitation strikes and rapid conquest. The strategic importance of Taiwan is highlighted as a critical flashpoint, given that it produces over 90% of the world's most advanced computer chips; an invasion there would disrupt the modern economy and trigger a global depression. American commanders have reportedly set a timeline for potential conflict by 2027, aligning with orders from Chinese leadership to prepare its military, suggesting that visible signs of China's economic trouble may accelerate the push toward seizing this vital territory.
Ultimately, the transcript concludes that while both superpowers face economic challenges, China's authoritarian nature prevents internal checks and balances, making a runaway decline far more dangerous than the slight economic flattening seen in the US. The speaker notes that no country has successfully reversed such a demographic collapse without drastic social changes, warning that this issue is becoming a global problem as 97% of countries are projected to fall below replacement birth rates by 2100. Despite attempts by both nations to conceal their economic troubles, the combination of China's desperate need to act before its window closes and the high stakes involved in controlling Taiwan creates a volatile situation where war becomes an increasingly likely outcome of strategic desperation rather than strength.
Read the full video transcript
China and the US are almost certainly
going to end up in war precisely because
China is declining. Their decline makes
our collision inevitable. Now, the crazy
thing is that actually stands in
opposition to what I've been putting
forward, which is Thusidity's trap,
which is precisely because China's
rising and the US is declining. That's
why we're going to end up in a
collision. Now, the bad news is both of
them predict that we're going to
collide. But they're very different
arguments. And given what we've been
seeing in the economic data coming out
of China, it might actually be true that
it's the decline of China that's
dangerous. Let's take a look.
>> China is collapsing.
>> China's population dropping. The world's
second largest economy's growth
prospects are diminishing.
>> For 20 years, the world has been told
the opposite. That China is growing so
fast, building so much, and taking
control of so many critical industries
that it's only a matter of time before
it wins the century. But that story
ignores this line. For 70 years, China's
population moved in one direction, up.
Then in 2022, it stopped and began to
fall. For the first time since, a famine
killed tens of millions of people in the
1960s, China is shrinking, and this time
it may be impossible to reverse. This
line changes everything because from
this point on, every year gives China
fewer workers, taxpayers, consumers, and
young people to carry out its ambitions.
The longer it waits, the weaker it gets.
A rising power can wait. A dying one
can't. And the Chinese Communist Party
knows its window is closing. It knows
the China of 10 years from now will be
older, smaller, and weaker than the
China of today. which means anything it
still intends to accomplish will have to
happen while it still can. And it has
already started building for it. Deep in
the Chinese desert, inside Asia's
biggest military complex, China is
constructing something on a scale that
is impossible to ignore. What is being
built here reveals exactly how seriously
Beijing is preparing for what comes
next. the largest military training base
in Asia, where China has built a replica
city, a full-size copy of the center of
Taiwan's capital, Taipei. And at the
heart of it stands a building around 136
m long with a central tower painted red
and white that matches almost exactly
Taiwan's presidential office. And
they're not even trying to hide it. In
2015, Chinese state television literally
broadcast the footage of soldiers
storming the mock building and taking
the fake capital.
>> Dude, imagine that they had one that was
the White House. We'd feel some type of
way.
>> Yes, I feel some type here now. How do
you recreate my capital just cuz y'all
bored? Y'all have free too much free
time. What is happening right now?
That's wild.
>> Got to reunify China.
>> Added a replica of Taiwan.
>> There's no problem with authoritarian
leaders. Judicial Juan, a building
matching Taiwan's Defense Reserve
Command. And between the fake
presidential office and the fake
judicial huan, they dug a tunnel. The
analysts who study these images have a
name for the kind of operation you
practice on a target like this. A
decapitation strike, killing or
capturing a country's leadership in the
first hours of a war before the outside
world has worked out what is happening.
And it's not just this site. In 2024,
satellite analysts found a second
replica hundreds of kilometers away of
the exact same government district in
the Tacan desert. China built a fulls
size mockup of a Taiwanese naval base,
parked a destroyer-shaped target at the
dock, and put a missile straight through
the middle of it. And somewhere else, it
laid out the outline of an American
aircraft carrier and a replica of the US
Navy's main base in Japan. Piece by
piece, China is building every target it
would have to hit on the first morning
of a war for Taiwan. Now, Beijing calls
these routine drills. No one in
particular, but I don't know who they
expect.
>> These are just routine drills, Drew.
We've done an exact replica of your uh
Navy base. We've done a replica of your
capital. But this isn't about you. Don't
be so narcissistic. I don't know what
you're trying to fight China. I'm tell
you that right now. I want no problem.
Like we can't even get through Iran and
they they building fake cities to
practice on. No way. No way. No way.
>> It would not it would not be a good
time. It would not be a good
>> I don't want those problems at all.
>> To understand why it's being built, we
need to follow China's collapse step by
step. And it begins with the one child
policy. For 35 years, China ran the most
aggressive population control program in
human history. The one child policy.
forced sterilizations, mandatory
abortions, fines that could wipe out a
family because
>> I don't know how many people are aware
of that kind of thing. But when we talk
about um why Tom do you fear a
authoritarian rule, this is precisely
why when the government can tell you uh
when you can and can't have children,
when the government can roll up on you
and force you to have an abortion, when
the government can roll up and get you
sterilized, how every alarm bell ever
doesn't go off in your head. I I don't
understand. And everybody that I think
pushes these agendas forward that says
you know we need to look for China look
to China for inspiration they are
ignoring the fact that it is inevitable
that at some point things start moving
in the wrong direction. And when you
don't have people that can pull you back
from that brink, uh when you don't
create a system that can actually offer
checks and balances within the system
itself, when you don't actually styy a
lot of the things that people are trying
to do, then you can get this runaway
effect where it starts going in the
wrong direction. Now,
I think the one child policy period of
China is a a glowing example of how
China finally started moving in the
right direction. So it can get so much
worse than that that when that starts
looking good, you know you've got a
problem. And that is how far bad the
authoritarian of it all can break. So
just man, as you think about the
collision that the US is going to be
having where more and more people on the
far left start saying not Nordic model
but instead Chinese model, keep in mind
some of the absolute atrocities that
China is doing now recent history and
then long term.
>> Real quick, if we're the number one
economy, they're the number two economy.
They're going down. We're having a
slight decline, but it's not like we're
dropping down four negative 4% GDP or
anything. So is it maybe that can en
help our gap and not make Thus trap a
thing?
>> There are reports that China may be off
in terms of their total population by
hundreds of millions of people that they
they've either blinded themselves to
because they put such incentives on
local uh people to over report because
that's how they get uh resources
allocated to them. So there's an
incentive structure to over report. And
then on the global stage, they don't
want people to know that their um
population is declining. That's just a
sign of weakness. So they've got reasons
why um internally they're incentivized
to lie and why globally they're
incentivized to lie. You put those two
incentives together and odds are they
are lying. It's just a question of by
how much. Okay. So if we have this
psychological energy that we're growing,
we're getting big, uh, but we put this
policy in place that actually changed
that, but nobody really noticed because
there was so much cultural belief that
we're just getting bigger and bigger and
bigger and actually we start softening
and softening and softening. You start
doing this overbuild of housing
specifically because you think in terms
of like more population, more
population, more population, but that
more population actually isn't coming.
And so you've started declining without
realizing it, but your economy is
growing. And so the reason that I would
say that China isn't necessarily going
to decline faster than the US is that
their economy is still growing faster
than the US. So right now, whatever lead
we may have, because people debate
whether we're number one or they're
number one. Uh but
>> no matter how you shake it or bake it,
right now China is growing faster. And
so over time, if they're not already
number one, odds are that they will
catch up to us unless their decline like
just completely eats that up. Now, their
rate of growth is declining.
>> So, the direction of travel that they're
going in is bad, but they're still at
like whatever four 4.5% growth with us
at our 1.2 or whatever horrific number
uh we were in at at last check. It's
like we're definitely in a worse
position now. We're sort of flattish.
They're declining at a faster rate.
So, we'll see who can stabilize first.
Can America get growing first? We're
both betting very large on um AI. So,
we'll see who ends up winning that race.
Um but understanding the why their
mental image of themselves is so
different than the reality is going to
be important to understanding this
decline. And it it's the same idea that
makes Thusidities trap Thusidities trap,
which is that psychologically you can't
deal with decline and that's what ends
up causing the conflict. Um, so this is
like in some ways a cousin instead of a
mirror image of that which is saying
yes, that's true. It is the decline, but
you need the decline um of whoever is
going to be the aggressor. So the
aggressor will only become aggressive
when they're declining. So if America
still sees itself as no no no no we've
got a shot then they're not going to be
the aggressor. If China looks at it and
goes uhoh our window is closing then
they are likely to be the aggressor.
>> Got it. Jing was convinced China would
not have enough food, jobs or homes for
everyone. So it decided to cap families
at one child by force and it worked. A
billion people were told exactly how
many children they were allowed to have
and they obeyed. Then Beijing looked at
this line, saw where it was heading, and
panicked. So it did a complete 180 and
started begging its people to have more
kids. It came as bribes, cash for
babies, longer maternity leave, tax
breaks, housing subsidies, even
propaganda about the joy of a big
family. But the line kept falling, which
is interesting because remember this is
one of the most controlling states on
Earth and it could force its people to
stop having children, but it couldn't
convince them to start again. So why
won't they? Well, the numbers simply
don't add up. In China today, raising
one child to the age of 18 costs around
seven times what the average person
earns in a year. One of the highest
ratios on Earth, and that is before
university. Part of it is housing.
Apartments in cities like Shanghai and
Beijing that cost more than a young
couple could ever hope to save. And part
of it is school, which in China is not
really about learning. It's probably
best described as a war. Everything
funnels toward one exam you take at age
18, the Gaoka. This single test
literally shapes the rest of your life.
So parents pour thousands into private
tutoring to buy their kid an edge
because every other parent is doing
exactly the same. And falling behind is
just not an option. This education arms
race got so expensive that in 2021 the
government banned most private tutoring
outright.
>> How wild is that? Like they so want you
to have kids and people are getting so
psychotic about how expensive they're
making the kids. It's not like China's
making the kids expensive,
>> but they're spending so much money
trying to make sure that their kid gets
ahead that even when you try to ban
tutors outright, like they just keep
going hard in the paint just to make
children cheaper. It didn't work. But
here's the part that matters most. Even
if China fixed every one of those issues
tomorrow, this line would still not turn
around. And the reason is math so
simple, it's almost stupid. To make a
baby, you need a woman of childbearing
age, roughly 20 to 34. So, the number of
a country can,
>> I apologize,
>> possibly have is kept part by how many
women it has in that age bracket. Right
now, China has about 105 million of
them. By 2050, it will have around 58
million. Nearly. Bro, that drop is
crazy. Half of them gone. And nothing
can stop that because those women
already exist or rather they don't. The
mothers of 2045 are the baby girls being
born right now in
>> Okay, so here's something that he leaves
out that I think is really important. So
this is something that uh most people
especially in the west they do not want
to confront. So absolutely if you don't
have the women you're that nothing else
matters after that point. But part of
the reason that we don't have the women,
part of the reason that people stop
having kids at the rate that they were
having them before is there's really one
thing that you can do if you want to
just completely decimate uh your birth
rate, and that is to educate women.
I'm going to let that sit for a minute.
Now, educating women is awesome. I love
it the most. Women should have every
ability to get as much education as
humanly possible. But there is a
knock-on effect to that reality that
people are not facing. When you combine
birth control, which nature's way of
getting you to do something or not doing
something is a super blunt instrument.
It only has pleasure and pain. So it
wants you to have kids. That's the whole
point of evolution. Have kids that
survive long enough to have kids. That's
what we are optimized to do. That one
simple thing. Everything else is just an
accuchant around getting you to have
kids that survive long enough to have
kids. Period. So sex is going to be one
of the things that we find most
pleasurable. So you think about it, if
you were going to rank order things,
like orgasm is going to be pretty high
on the list of things that feel good.
And that is nature's way of saying, "I
got you, bitch." And so you're going to
get pregnant. And that's just all of
that sexual energy, especially when
you're young and dumb. You're at your
most fertile. You have like no
prefrontal cortex to stop you from
happening. So you want to have sex all
the time. And you do. and there's
nothing that's going to stop you from
getting pregnant because you're young
and contraception doesn't exist, at
least not from an evolutionary
perspective. Now, you add to that that
all of that can happen, but people can
now stop themselves from getting
pregnant and then you educate a woman.
Now, the reason that that becomes
problematic is all of a sudden she
realizes, "Oh my god, I have a whole lot
of other interests." and you're not in
the tribe separating her out and putting
her with the other women and just
raising the kids and that becomes the
thing that they do and like Afghanistan
is doing right now you make sure that
they can't get educated because
education is options education is
knowledge education is a vision of a
different world the thing that I might
be fascinated by whatever that is and so
you take that away and now all of a
sudden you channel all of their energy
right back in line with the evolutionary
desire to raise kids and so it's like
Cool. That's my outlet. It's how I
generate meaning and purpose. It's how I
get that sense of progress. It's how I
invest in the future. It's how I prove
to myself, to the world, that I really
matter. And evolution is squeezing that
woman's brain when she has a kid to
invest in that child. So before having a
kid, they might be on the fence. After
having a kid, if they don't end up
killing the kid from postpartum
depression, yikes, too early. You've got
all of that energy now being funneled
into the kid so that it's like, man,
this is what I was meant to do. This
deep sense of fulfillment and now you
get the propaganda machine where all the
women that have kids are telling the
next generation of girls, you don't
understand. It's going to be the most
amazing thing. It's incredible. You're
going to love the most. Okay. So, when
you lay that out, this is why developed
nations cannot get their birth rates
moving in the right direction again. And
it's one of those, it may just be this
is the cycle that we go in that in times
of plenty when things are good, we
rightly educate women. We give them all
the options in the world. The birth rate
declines and then that societyy's going
to weaken over time because they're not
passing their values on to their kids.
And then whatever group is passing their
values on to their kids and having a lot
of children, they're going to be the
dominant group. We'll be right back to
the show, but first let's talk about
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In fact, Ryan, will you look this up? It
does Islam have the highest birth rate
of all religions, or is there somebody
that beats them?
>> Because boy oh boy, I would not be
surprised if Islam has the um highest
birth rate, which Ryan's going to tell
us if that's a fact or fiction.
>> Uh yes, they have about 2.9 to 3.1
children per family. And that's sorted
by religion. So there's no other
religion that meets it or
>> uh this is just answering. Let me find
full rel
>> because I'd be curious if they're doing
that by nation like oh here are um
Muslim nations versus the religion of
Islam because I want to know like what
religion.
>> So Muslims have the this is globally so
this is the whole world. Uh Muslims 2.9
to 3.1 Christians 2.6 to 2.7 Hindus 2.4
Jews
>> so they really are at the top. Okay. So,
they've got a value system that is
pushing that. Now, I'm definitely out
over my skis to say this, but I boy, I
wouldn't be too surprised uh that as you
go more fundamentalist, so the nations
that are more fundamentalist Islam, that
they are probably going to have lower
education rates for women. And so now
you create a funnel where even when
you're looking at the religion uh on a
global scale, they're already able to
get their um followers to be excited
about having kids and having kids. So
big win. And then if they're also
restricting uh education of women on the
more extreme end, obviously I want to be
very clear, this is on the extreme end.
But if you're seeing that on the extreme
end, now you've got the double whammy,
which may almost certainly is the very
thing that gives them the highest birth
rate the world over. So now, if you're
China and you don't have that leverage
and you're putting your Muslims in a
concentration camp, uh, woo
buddy, you're back in that same old
problem that we in the West have been
facing for a while, which is times of
plenty. Educate the life out of women,
get birth control rolling, and now
you've got yourself a birth rate
problem. And they are suffering from
exactly that. And it is very hard to
reverse that unless you reverse the
things that led to that which are birth
control and an educated female populace.
Uh-oh. This record low year. And a
mother who was never born cannot have
the daughter who would come after her.
That is why this line only points down.
And here is the uncomfortable truth. No
country that has fallen this far has
ever found the way back.
that's obviously not true. So, I don't
know what the real statistic is, but if
that were true, China after uh 45
million people died in their self-made
famine, uh they wouldn't have started
growing again, which they obviously did.
But anyway, that that stat, which you're
going to hear all the time, uh it's got
to be drawn from something. It's like
without dramatic changes to the social
contract or I don't know what it's going
to be. Um, but anyway, it's obviously
not true, but I'm sure it points at
something that is
>> state facing this tightens its grip on
the population with more control to know
exactly what everyone is searching for
and texting. But you don't need to live
under a surveillance state for someone
to be quietly building a
>> By the way, this is the most subtle move
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video. Now, back to that falling line
because as it drops, China gets
desperate. And that desperation is
already impacting you whether you've
noticed it or not. It starts in the
factories. See, China built enough
industry to supply a planet that keeps
expanding forever. And now the market
inside its own borders is shrinking.
There are not enough young people left
to buy the stuff.
>> The market outside of their borders is
shrinking as well, which is going to be
a bigger and bigger problem for them as
they go.
>> So all those products China built its
entire economy to sell have to go
somewhere. So they go to you. China
exports the
>> By the way, this is a bigger problem
than people realize. So China dumping
its goods on the rest of the world is
going to uh cause manufacturing problems
for them. I think he goes into that in a
second. So I'll just say that. Uh and
then it's also going to um drive the
cost of the goods down which obviously
is bad for competition in the home
country. Uh so yeah this is the fact
that they are dumping products on the
rest of the world to try to make up for
their own flagging economy is not good
at prices nothing else on earth can
match and the factories in your country
cannot compete with a nation dumping its
surplus just to survive. There's
literally a fight breaking out right now
over Chinese electric cars and steel.
Chinese cars are taking over everywhere
they're allowed to. And that is really
bad for Western car makers and bad for
the economy of those countries. But it's
still not the thing I am most worried
about because while yes, China makes
things, it also controls the raw
materials the modern world is built
from. For the 19 of the 20 most
strategic minerals on the planet, China
is the number one refiner with around
70% of the global market. Gallium and
Germanmanium are the perfect examples.
We use them in cars and phones and also
in military radar and satellites. China
refineses around 98% of the world supply
of both. And a declining China knows
exactly what that is worth. In 2025, it
started turning those materials into a
weapon, slapping export controls on them
and spiking prices outside China to as
much as six times what they were inside
it. But that leverage does have a shelf
life. All right. So, when people talk
about deglobalization, they're like,
"Hey, this world is going to be
deglobalized in like 3 years." This is
exactly what they're talking about.
They're talking about US tariffs and us
starting to get more protectionists.
They're talking about China starting to
put export controls. Everybody's going
to weaponize the advantages that they
built up during the era of globalism. So
yeah, things are about to get weird. So
think about that. Um, man, this is like
a PSA to anybody that watches this show
that's involved in any element of the
government, man. We've got to make
things here. Period. End of story.
>> China cannot squeeze those supplies
forever because every restriction gives
the rest of the world another reason to
go and build its own. the qu just as
when we in the US put capital controls
on other countries other countries race
to gold trying to get out from under the
US dollar US debt which creates problems
for ourselves so everybody remembers
second and third order consequences
danger here is the one nobody can build
around and it comes from what China has
stopped buying for 30 years China was
the engine of the entire global economy
it bought about half the world's steel
and 3/4 of its iron ore it poured more
concrete in 3 years than the United
states poured in the whole 20th century.
Entire countries like Australia, Brazil,
and Germany build their prosperity on
selling to China and it's endless
construction boom and a lot of that
concrete went into empty cities because
okay, sit with that for a second.
They've built empty cities. I remember
hearing um that China would in a single
month build a city the size of
Pittsburgh. And I was like, what? Like
that doesn't even make sense. I was
like, "How do you move people in that
fast?" Like, "How is it that their
population is literally moving around
that quickly that every month you can
pump out a Pittsburgh?" It's like, "It's
nonsensical." Well,
>> and it was nonsensical. It was literally
grow at all costs. It was build build.
There'll be the demand to meet it. And
there is no demand to meet it. When you
start putting the housing crisis that
they are having now inside of this
reality of the misread of the demography
and where this was going that cultural
energy just pushing them ever forward
building an economy that just assumes an
only up phenomenon but you don't have
only up and by the way uh everybody
around the world is basically using
imported uh immigrants to try to make up
for the fact that they have a low birth
rate but China doesn't exactly seem to
be getting on that bus. So when you put
some of your population in concentration
camps, people get a little bit more
hesitant about rolling up on you. So
this is where it's like, man, I don't
know what the what the thinking was. And
I will come back to the statement I made
earlier about when you have
authoritarian rule, you start getting
these weird distortions, and they can
amplify over time. They may take time to
play out, but when they break bad, they
break really bad. In China, construction
counts as growth the moment the concrete
is poured. whether anyone moves in or
not and local officials got promoted for
hitting growth targets. So they built a
lot more than they needed which is
>> this is why I say you show me the
incentive structure that a government
organization is making and I will tell
you whether this is headed in the right
direction or not. You don't want to put
pressure on people to lie to you. You
want to make sure that you're getting as
close to ground truth as humanly
possible. has led to China now sitting
on somewhere between 65 and 80 million
empty homes. The people who were
supposed to fill those cities are the
children who will never be born. Now
that boom is over permanently. Chinese
still demand has already peaked and
turned down. And when the biggest
customer the world has ever had stops
buying, it's not only China that feels
it. It's every country that fed it. And
China cannot simply spend its way out of
this because its money is already spoken
for. According to Beijing's own top
research institute, the national pension
fund is projected to run dry right
around 2035. So China,
>> it's the same problem that everybody
that has a Ponzi scheme structure like
social security. It's like if you don't
have new young kids in a growing
fashion, you have an old people problem
and you will just start burning through
your capital. So yeah, on this one, you
guys should look at that. And even
though they're talking about China's
pension fund, you might as well see us.
We have the same problem
>> is in deep trouble and so are we. Its
unsolvable problem is quietly becoming
the world's problem. By 2100 the United
Nations projects China to fall to around
630 million people less than
>> that assumes by the way that their
numbers right now are correct and they
probably aren't. So that number is
probably lower than
>> half of today and that is the bottom I
promised you. Except it isn't because I
have been lying to you a little bit
because this was never really just about
this Chinese line of population
collapse. Look at this. More than half
of every country on Earth is already
below the birth rate needed to replace
itself. And by the end of this century,
according to the largest study of this
ever done, 97% of countries are
projected to be below that line too. And
there is no known way back up. But here
is
>> there is a known way. Yeah. Start
humping.
>> Start start humping and stop educating
your women. Oh god. It's not my
recommendation.
It's just that's where the data that's
where the data leads. Now, I do want to
say because I know that I'm going to get
called out for this. Uh could be just
correlated. Maybe educating women has
nothing to do with the causation. No,
no, no. There's here's the thing. Now,
it's like, okay, I put it out on the
table. I acknowledge that that's
possible. Now, I will just say between
birth control and giving people options,
there's no way it's just correlated. No
way. If a woman is like, "Well, my only
option is kids." Then they're going to
have kids and then the their brain will
get squeezed by evolution when they have
that child and they'll be like unlike
anything they've ever done. They'll be
so happy and then they're going to want
to have more and yay.
>> It's like ransom though. Like do you
want parents in that situ? Well, I guess
all that I have to have a kid. Like
wouldn't shouldn't it be a bit more
their choice like their autonomy? Like
it shouldn't just be like
>> true
>> that's my only way out. Some people need
to be chased by a lion. Sometimes to do
the right thing, you quote unquote right
thing, you you have to have the external
pressure or you're not going to do it. I
didn't have kids because first of all,
none of this occurred to me. It was
like, oh, have kids, don't have kids.
Like, yeah, like it would be cool. Uh,
I've always explained it to people. I
really want kids. Like, I really want
kids. The only thing I want more than to
have kids is to not have kids. And I
don't mean that to be cheeky. I mean
that like it's just a balancing act. and
the things that I would have to give up
to get this incredible wonderful thing.
I'm just not willing to give up. I I
just want those things a little bit
more. Now, I know that if I had the
first one, then I'd be like, "Oh my god,
this is incredible." Like, now I want to
have more because nature will do its
thing. But because I don't have kids,
there's no sense of loss. It's not a
sense of absence. And so, because my
wife also didn't want to have kids, it
was just like, "Oh, okay." Like, no
problem. But my wife assumed she wanted
kids until when she became an
entrepreneur. And then she was like, "I
have another way to express myself in
the world, and I have another way to
find meaning and purpose. I have another
way to contribute. And so, I love doing
this thing." And so, it was just always
like, "Oh, should we have kids today?"
"No, I want to keep doing this a little
bit longer. Should we have kids today?"
"No, I want to keep doing this a little
bit longer." That's what we were both
saying. There was never a day where
we're like, "I we're not having kids."
There was a day where Lisa was like,
"Oh, I guess I don't really want kids."
But it was like it's just so subtle and
so slow because there were so many other
things that we could do to be fulfilled.
Now, if you had asked if when when Lisa
was a housewife, she was miserable. She
masked it. I didn't realize she was
unhappy. She thought to be a good wife,
she just needed to support me and that
it was going to be temporary and then
we're going to make movies and it was
all going to be good. And so anyway, if
in that period, if she had no vision of
go make movies, then she would have
said, "Let's get pregnant." Because when
we first got married, she was like,
"Okay, do we start having kids now?" And
I was like, "Hey, slow your roll. We're
going to have kids." Cuz when we got
together, we both were like, "Yeah,
we're going to have kids 100%. we're
going to have kids, but like give me two
years. And then it was like in the two
years I was like, "Okay, well, now I'm
sort of getting my feet under me in
business. Give me like two years. It's
all I need. 18 months, two years. It's
not going to be long." Dude, at one
point, Drew, I actually bought 5 years
later, give me two years. Literally, I
bought every baby book you can imagine.
And I was reading them dutifully because
we were going to be like, I can't
remember if it was like starting in
January, we're going to start trying,
but I was like, "Okay, we're I'm really
going to read all the stuff. I want to
be ready." That's how close we got to
having kids. And then because Lisa found
another way to like express herself. Now
that's truly anecdotal and obviously
just one thing. But when I really look
at the the incentives, the things that
make somebody choose that path. Um when
she was a housewife and stuck there, if
she didn't think she was ever going to
have another outlet, then having kids
would have been like, "This will be
amazing. It'll be an incredible thing
for me to do and to contribute and to
pour myself into something." And so, uh,
again, just going back to what are the
incentives both evolutionarily and from
that sense of like I want to do
something, I want to contribute, I want
to matter. It's like if she's just
staying at home and cooking and cleaning
for me, she's going to be like, ah, like
what what am I even doing? And so, you
need that existential question of like,
why do I matter? Why am I doing this?
And then the answer becomes, I'm going
to have a child.
>> All right, I got to put something else
on the table.
>> Cuz what I hear with the population, the
clap, the collapse is we don't have a
replacement population. And we don't
have people that can take these jobs. We
have people that can shovel that snow,
whatever it may be.
>> Isn't that the whole technically? But
yeah.
>> Yeah. But isn't that the AI um
productivity promise too? Like the
answers.
>> If we just robot our way out of this, we
don't need as many people. We can just
replace with a robot.
>> Thousand%.
>> Got it. Okay.
>> Now that's a GDP thing where it's Well,
it's also if we Japan's whole thing is
okay, we've got all these old people.
How are we physically going to take care
of them? That's why they're so early on
robotics. They're like, I legitimately
need them in the old folks home or in
their house. I need a robot to be able
to help them around because we just
don't have people that are going to take
care of these people. So few people had
kids. Uh so they've got that problem.
But then you've got the GDP problem
which is like I need economic actors
that don't take 18 years to bring
online. And that's where people are
putting a lot of hope in AI where AI can
go out into the economy with or without
a body and start doing economic things.
And that could be transformational and I
think it will certainly help with some
of the problem. And this will become
when when that happens and we're looking
back we're going to say yeah necessity
was the mother of invention. Part of the
reason that we had to push this forward
was the arms race of it all between us
and China. The other part was we all had
demographic challenges. We tried
bringing cheap labor in until the end of
time. That creates instability in the
society. So let's pump the brakes on
that and let's start bringing in AI. I'm
just saying maybe we can invest in
figure, some of these other optimists,
some of these other robot companies
instead of pulling women out of
education and putting them in
re-education camps and
>> deeducation camps. True. Don't be
ridiculous.
>> We can't educate them at all. We got to
take their education away.
>> Yes. And by the way, I want to make sure
it is said loud and clear. I want women
to be able to get educated. I am just
telling you from a cause and effect
perspective what is likely to be uh the
cause of the decline. Just like I want
people to have access to birth control,
I want women to have access to all the
education in the universe. I want them
to be able to pursue the life they want
to live unimpeded.
There's a knock on effect to all of
that. And
>> I want them to be happy, but
no. But no, I I am the one I didn't have
kids. So there's no way I'm going to
point fingers at other people. Like a
thousand% enjoy your time out of the
kitchen. Put shoes on, ladies. Walk
around. No need to be barefoot.
>> However, there is a there are
>> the body. However,
>> and to say I think
Am I wrong? I'm not wrong. That's the
problem.
>> Sad to report. I am sad to report in the
chat right now.
>> That's just the way it is. The way it
is. There are consequences.
>> Okay, back to our video.
>> What's the difference? China is the
first superpower to walk into that
future while armed, authoritarian, and
openly preparing to settle its greatest
territorial ambition. The most dangerous
power is almost never a rising one. It's
a peaking one. Look at history. Imperial
Germany in 1914, Imperial Japan in the
1930s, Russia in 2022. Every one of them
gambled the instant it sensed its window
closing. And China is walking into that
exact moment right now.
>> By the way, he gives some really sort of
just cursory glances, but I did a bunch
of research to find out how true this
is. It's very true. Uh so in the decades
leading up to 1914, Germany had enjoyed
a massive industrial and military base.
But by 1912, um German leaders realized
they were peaking. They looked east, saw
Russia rapidly industrializing, building
strategic railways, expanding its
military. The German generals calculated
that by 1917 Russia's military capacity
would permanently eclipse Germany. So
the closing window theory Germans uh
chief of staff Helmouth von Moldki
famously declared 1914 and this is a
quote we must wage a preventive war in
order to defeat the enemy while we still
have a chance of victory. So think about
that with Taiwan man that starts to get
wild. So Germany didn't launch World War
I out of hubris which is what you
normally hear. They launched it out of
sheer panic that basically their um
their chance of victory was closing.
They had that strategic window and it
was going to close forever. Um so same
thing with Japan. Like this was crazy.
So, Japan ended up attacking the US
because it saw itself as a declining
power. Because in the late 1930s, Japan,
they were uh they were a dominant
regional power, but its economy was
heavily reliant on Western um sources,
especially US oil, by the way, which I
didn't realize. When the US, UK, and the
Netherlands imposed a total oil embargo
in August of 1941, they did it to halt
Japan's expansion. And that literally
put a like mathematical countdown on the
Imperial Japanese Navy. And so there was
a whole bunch of reasons because uh
Japan had signed like a treaty with uh
Italy and Germany. And so as soon as
they did that, the US um in exact
opposite of what Japan was expecting,
instead of it being like a warning, the
US was like, "Oh, okay. This is all just
one big war. we're going to have to
close these guys off uh from an oil
perspective because as soon as they sign
that we know they're part of the
problem. We don't want them expanding
into China because that's just, you
know, part of the same big war. And so
Japan now goes, "Okay, we got to get
into this." Their own military
calculated that they only had 18 to 24
months of oil reserves. So the Japanese
leaders knew that trying to fight the US
was like super risky, but waiting meant
complete quiet economic suffocation. So
it's like, "Okay, we got to get in this
bad boy. We got to get in here. we got
to do our thing. And so they chose to
strike Pearl Harbor. Whoops. Uh but they
had this now or never mentality because
basically they were just going to run
out of gas. Similar things in Russia. So
this guy is making a actually really
profound point. He goes quite quickly
past it, but it actually uh there is a
lot of historical credibility to the
fact that people really do strike when
they feel like uhoh, we're now in
decline. The fact that Japan struck the
US because they were worried that they
were racing towards weakness. That's
crazy to me. I didn't realize that.
>> Its ambition has an address. Taiwan, an
island off China's coast that builds
more than 90% of the world's most
advanced computer chips. Take Taiwan and
China takes the last piece of the
machine the modern economy runs on. A
war there will instantly trigger a
global depression. American commanders
have already put a date on the calendar
of this invasion. A date by which
China's own leader has ordered his
military to be ready by 2027.
>> All right. So, my man knows how to end a
video very abruptly.
>> That was a very well put together video.
>> Say get out. Yeah. So, I didn't know
this guy before. OBF. Go check out your
boy OBF.
>> Yeah.
>> OBF on YouTube.
>> Obfyt.
All right. Get after it. That was dope,
man. Uh, great video.
>> Thanks, Oliver.
>> Very, very important. Uh, if true, given
the decline that we actually do see now
starting to come out of, uh, China's
economy, their inability to hide it
anymore, uh, may accelerate that push
towards Taiwan. If you like this
conversation, check out this episode to
learn more. What we're looking at right
now is we have a world where the two
biggest economies are both in economic
trouble. Both are trying to hide it.
both are hiding it in um ways that at
least kick off some visible signs.