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China Isn't Rising. It's Peaking — And That's Why War Is Coming

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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.
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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 what the best in the world are doing differently. Every elite athlete has a pregame ritual. LeBron's is well documented. Tom Brady's is legendary. The best performers on the planet do not leave performance to chance. They prepare down to the last detail. Sleep, nutrition, how they warm up. Every variable is locked in before the moment arrives. I apply that same logic to my brain. Before every interview, before every deep dive, I sit down to write. 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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 into an ad. 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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.