Video summary
The podcast opens with a sharp critique of current political figures, specifically targeting Senator Elizabeth Warren's endorsement of Zohran Mamdani and his platform to raise taxes on New York City's wealthy residents. The host argues that such policies are economically illiterate, noting that raising taxes will simply drive high-income earners and businesses away from the city toward locations like Austin or Dallas, thereby reducing revenue rather than increasing it. This argument is extended to a broader cultural observation about how politicians often prioritize populist rhetoric designed to make voters feel good over practical economic solutions. The discussion highlights a stark demographic shift illustrated by data showing that home ownership rates for married 30-year-olds have plummeted from roughly 50% in 1950 to approximately 5% today, suggesting that current policies may be actively dismantling the traditional family structure and middle-class stability. The conversation then shifts to extreme ideological positions held by groups like the Democratic Socialists of America (DSA), which are described as advocating for "family abolition." The host details shocking statements made at a DSA meeting where marriage was equated to prostitution based on contract duration, children were framed as state property rather than belonging to parents, and abortion services were proposed within churches. These views are presented not just as radical but as indicative of an authoritarian mindset that believes the government should control every aspect of human life because it assumes its own infallibility. This connects back to a historical analysis by Jordan Peterson regarding R.J. Rummel's estimate that governments killed 260 million people in the 20th century, illustrating how leaders who believe they know best and demand implicit trust often lead societies toward catastrophic outcomes through totalitarian control disguised as benevolence. A significant portion of the episode is dedicated to economic theory regarding fiat currency versus a gold standard, featuring insights from Ray Dalio. While acknowledging that returning to a full gold standard immediately is unlikely due to current debt levels, Dalio suggests that history shows cycles where governments eventually devalue their currencies so much that they are forced to re-link money to assets like gold or real growth. The host and guest discuss the "growth versus pain" dichotomy facing the nation: either achieve massive economic expansion through deregulation and AI-driven productivity gains, or face a painful reset involving mass unemployment and debt defaults. This analysis is paired with warnings about algorithmic surveillance in Europe scanning encrypted messages to protect children, which serves as an example of how elites use control mechanisms like censorship to regain dominance over the narrative once social media breaks their previous frame-control strategies. The discussion also covers political maneuvering regarding redistricting in Texas and across other states, where Democrats are protesting Republican gerrymandering while simultaneously engaging in similar practices when they hold power. The host argues that both sides of the aisle treat politics as a pure game of power rather than serving constituents, leading to escalating tactics like Governor Greg Abbott removing Democrat legislators from office for refusing special sessions. This behavior is framed as part of a larger trend where politicians act more like marketers selling feelings and narratives than problem solvers, utilizing "entertain me clown" rhetoric that disconnects policy from reality. The segment concludes with a look at the rapid advancement of AI and automation, citing an example of a McDonald's franchise owner who reduced staff to five people using technology, potentially eliminating hundreds of thousands of jobs nationwide within years if this trend continues across all industries. Finally, the podcast explores how these technological shifts will reshape human experience through virtual worlds and interactive media, drawing parallels between Ozzy Osbourne inventing modern metal music and AI creating personalized narratives that adapt in real-time to user engagement. The host expresses concern about a potential "nuclear winter" for those unprepared for job displacement but sees hope in new frontiers like nuclear fusion energy and space exploration on Mars as places where people can find purpose again when the physical world becomes too easy or meaningless. The episode closes with relationship advice, emphasizing that emotional escalation must be met with logic and de-escalation rather than passive submission to toxicity, warning against relationships where one partner seeks to belittle the other under the guise of "happy wife, happy life," which ultimately metastasizes into a destructive dynamic akin to cancer.
Read the full video transcript
Trump sends nuclear subs towards Russia
and Trump tells Putin to end the war or
face secondary sanctions. Senator Warren
goes on record as not understanding the
economy at all. Ray Dalio says he could
see us returning to a gold standard. You
tell you that one. The Democratic
Socialists of America want to abolish
the family. You heard that right. And
Texas Democrats have dipped out of the
state to stop redistricting. That and
more as we get into it.
>> So this is Senator Warren on CNBC today.
She recently has been promoting and
endorsing Zohran Mamdani. He is the
infamous now socialist candidate in New
York City.
This is her on CNBC Market Alert. You
mentioned Mamdani and you were on New
York sort of talk
speaking on behalf of him to a certain
extent. You know, I wonder though often
we see this and this is a local
election. New York does not operate in a
vacuum. It competes with other cities
and so this idea of somehow raising
taxes on the wealthiest New Yorkers who
by the way I would point out pay roughly
15% of their income right now between
city and state. Raising taxes on them
will simply drive them away. Shouldn't
the focus of a mayor be on delivering
services to the constituents of the city
and doing that by raising the most
revenue as possible without chasing
businesses
and the high income taxpayers out of the
city cuz they can go to Austin. They can
go to Dallas. They can go to Atlanta.
They can go to Nashville. This is your
issue. It's a national issue not a local
issue.
>> The issue is affordability.
>> What would you say to the response to
that before we even hear her answer that
a mayor should kind of focus on those
local services versus it being a
national issue
of kind of the taxing the rich argument.
Well, so on that I'm not even sure what
he's trying to do. New York is obviously
the most important city in America. It
is the financial center not just of
America but the world. I mean look,
China is obviously competing with us now
but it it is such an incredibly
important place that whatever they do is
going to matter
certainly across the country and
potentially internationally. So that
like whatever, but
yes, as a mayor, you need to be thinking
locally regardless of whether this
reverberates or not.
But if people want to know why we're
paying attention so much to that as a
local politician, same way I feel about
California. When I see Newsom do
something, I don't think of it as a
local issue. I think of it as okay, this
is he's the de facto leader of the
Democratic Party in terms of he's got
the biggest state in the union full stop
and he's
running a very much left-leaning
Democratic playbook that all the other
Democratic leaders are going to be
looking at. So that's not weird to me to
treat that as a a broader issue. And
Mondani, because he's so tied to the
DSA, which we're going to talk more
about today,
to me it's it's all eyes on that race as
a proxy for understanding where
Americans are.
And all right, let's hear Elizabeth
Warren's response. The issue is
affordability. Do you know how many
working families are chased out of New
York City every day because they can't
afford housing, they can't afford
groceries, they can't afford child care?
What Zolan is saying is I want people to
be able to afford to live in New York
City. That's what keeps it a vibrant
city. That's what makes people want to
live
>> Nobody disagrees with that, Senator, but
raising taxes in order to do it? Why is
that the answer? Oh dear, are you
worried that billionaires are going to
go hungry? No, I'm worried that they're
going to leave and spend their money
elsewhere.
>> they've threatened to do that over and
over and over.
>> have. They've left. I mean, and Goldman
Sachs, when they create new jobs, they
do it in Dallas. And Blackstone won't
build a new headquarters. I could go on
and on. You want to have a workable
city. You want to have a city that's
vibrant. You want to have a city where
the streets are full, where there are
things for sale 24 hours a day, then you
need people who can live here and work
here.
>> that right now, by the way. I would
point out New York is New York is is
thriving. So, right now, it's doing
pretty well, actually.
>> do you think they're doing well? Because
a lot of people are struggling to pay
for housing, a lot of people are
struggling to pay for groceries, and I
got to tell you, mommies and daddies who
are facing $25,000
a year to pay for child care, Those are
national issues. I mean, I know they are
the local state, but you can't use New
York City city Yes, but if you deal with
them in that way, by what is always your
backup, just tax them more, they will
leave.
>> Mondaire is putting forward ideas. Think
of it as like when um
Vivek was running for office. He wasn't
in office, but he was bringing a
conversation forward, same with Yang.
Uh part of the reason that people will
run for office, even if they don't think
they can win, is they can sway the
national conversation. And if people
don't think that people are swayed by
the things that they hear, they are out
of their [ __ ] minds. Like humans are
uh pinballs in in a big way, in that we
are This is my take. We are automata,
but we respond to ideas. And so, when
you have somebody that's aggressively
putting out those ideas, it's going to
have an impact, especially if it's
aligned with what's actually happening
in culture. And I think Mondaire is
aligned with what's happening in
culture. I think this is uh the fight.
Uh it's arguably, depending on how you
count culture in terms of importance, I
think it is one of the most important
fights that we're in.
Uh even though politics and culture
reinforce each other, and at any one
time you could say that culture's being
influenced by politics or vice versa,
ultimately politics is downstream of
what people believe, and what people
believe is controlled by culture. So, uh
yeah, we're we're in a cultural fight.
There's delusion over taxes. We just
heard Senator Warren um explain that she
has no idea what actually happens in
reality,
uh as evidenced by history, when you
start cranking up the taxes. Fully
acknowledging that the mayor of New York
is not going to be the one to up the
taxes. But let's do that next step cuz I
think what a lot of people are saying is
like, "Okay, well, the billionaires can
leave. That's going to open up
opportunities for us. What are they What
would the city of New York lose? How
would they not benefit from people
fleeing?" Like give me the second and
third
>> leave, what happens?
>> If yeah, if billionaires leave
>> pay for things. You're uh you have to
start neglecting things. So, if you
carry over uh the private sector to the
public sector and you say, "Okay, let's
look at what happened to the Bronx."
Like when people think of the Bronx it's
like, "Oh my god, it's like this really
hard place." It did not have to be this
really hard place. It became this really
hard place because of rent controls. And
so, they went in and they said to the
owners of those buildings, "You're not
going to be able to raise the rents."
And the building owners are like, "Well,
hold on a second. The plumber's not
going to suddenly charge me less because
rents are controlled. Uh if I need to do
physical repairs, the contractors aren't
going to charge me less. So, the
building costs don't change, but now
you're telling me that I can't make
enough money to cover it." And so, they
start not repairing things. So, if you
want to watch New York fall into a state
of disrepair, they'll start cutting
things like police departments, fire
departments, uh social work. Like you
just start cutting all the things that
cost money. So, you start looking at
your P&L as a city and you go, "What can
we afford? What can we not afford?" And
unlike the federal government, which can
just print money ad nauseam, the local
governments can't do that. Now, they'll
appeal to the federal government for
sure, but then the money's still going
to be printed and sent to them. So,
either way you look at it, it's like do
New Yorkers have to pick up the bill?
Are we picking up the bill nationwide?
Like does somebody in Arkansas really
want to be footing the bill for poor
decisions in New York City? So, it's
going to cause a row to use a British
phrase where people are going to be
like, "The hell is going on?" So, and in
the world's financial center for you to
not be able to generate the tax revenue
that you need is literally ridiculous.
But I do want to bring up the chart that
was circulating around the internet.
This one chart has 26 million views and
pretty much I I say it's a chart that
broke the internet.
>> Yes. So while we're talking about mom
Donny, we're talking about tax not
taxing the rich, we're talking about how
the economy is booming but it feels
broken. This kind of graph really
it encapsulates how people are feeling
at least about it.
>> Oh, this this is not emotion. People are
right and this graph is uber powerful.
It's not even the most important
statistic.
Uh so but let's drink this one in. So
this is estimated percentage of
30-year-olds who are both married and
homeowners starting in 1950 and going to
today. Uh so we were at 50% in 1950.
We're at like what looks like 5% now. I
mean it's just it is
it it's a cliff. It falls off a cliff
starting in 1990. It really makes me
want to look up what policy changed in
1990 cuz it had a horrifying effect. Uh
it was already declining. But 1990 is a
cliff. Yeah. So policy has
impact. Th- this is why we have to be
careful. All right, the stat that I
think though is even more important than
that.
You're in a high-inflation environment.
You must own assets.
10% of Americans own 95%
of the assets.
95%.
So the stat that people normally talk
about is, "Well, 60% of Americans are in
the stock market, Tom. What the problem
is?" The problem is having like a small
401k that's not going to do virtually
anything for you, not understanding it,
not investing in it more and more and
more and more and more. Uh not being
able to own your home
is very different than oh, I make money
at this [ __ ] thing.
And most people don't make money because
they don't understand it. And so they're
I mean they make some money but it's
very small. It's very passive. Uh what I
am realizing as I get older is there are
two beats.
Beat number one, learn how to make
money.
Beat number two, learn how to invest
money.
If you know how to make money, great. I
was never going to be broke because I
know how to make money.
But, I learned
now I had all this money and I was like,
I have no idea how to invest, like none.
Mhm. And so, now you're uh beholden to
other people.
Now that I'm learning how investing
works, I'm like, oh my god. This is
exactly how you just outperform the vast
majority of humanity. This is how the
flywheel gets started because if you
both know how to make money and you know
how to invest money, ooh buddy, like
you're in a you're in an awesome place.
And if you are patient and you don't
mind making your money over 20 years,
bro.
Nothing's guaranteed in life, but that
gets pretty close. It just takes me back
to your deep dive about how a lot of
times we want people to increase the tax
on the rich,
but it's not necessarily to benefit the
poor, to make things more affordable.
It's just so that way they can
quote-unquote feel it as well.
>> want to punish the rich. Once you
understand that, then it all makes
sense. It's like, okay, why is Senator
Warren clamoring for something that she
knows isn't going to work? Because she
wants to see them punished. And she
knows the people that are voting for her
want to see them punished. And so, her
going on and banging the pots and pans
about like, we're going to tax these
guys, we're going to soak them. Oh, you
worried billionaires aren't going to be
able to eat? It's like, that's populist
rhetoric. That's not somebody who
actually cares about making a solution
to the problem.
>> Mhm. That's somebody who's just like, I
know what people want to hear. I know
what they want to feel. I'm going to
make them feel that and I'm going to get
reelected. And the bad news is marketing
101. Marketing is about making people
feel what you want them to feel when you
want them to feel it. That's what
marketing is. And so, politicians,
especially in a populist moment, are
just marketers. And in the age of
personal branding, you get a Jasmine
Crockett who's very good at being
outlandish and getting coverage and
saying things that make the people that
support her feel the way they want to
feel. It literally doesn't matter if
it's tied to reality. It's just does it
make me feel the way that I want to
feel. Look, I
I really enjoy Asmongold and part of the
reason that I enjoy him is he's
outlandish and funny.
And I'm like, it doesn't even matter if
he's making any sense.
Just entertain me, clown. Mhm. And so,
that that gets rough when you see graphs
like that and you realize, "Oh, policy
matters." But we're in entertain me
clown territory and the policies cascade
off of entertain me clown. So, it's
like, "Oh my god. Like, we're making
people laugh. We're memeing them into
voting for things that just make no
sense."
>> I I have I have one more thing. I'm
sorry. Because when we pulling up the
graph again,
um shout out to my DJs,
um
we look at the home ownership of it all
and we see the cliff that falls out, but
we are not talking about the married
part of this. And I think that the
family breakdown is so so important. And
then that's when we jump over to what
the DSA that DSA meeting as well as the
um Vivek um town hall I want to go into.
Horizon wanted to perform abortions at a
church. Hold on, cuz he's already said
something so outrageous. He said, "I"
Pause.
Uh the audio's hard to hear.
Just for a framing device, this guy
says, "By the time it's all said and
done, I want to see abortions happening
in churches."
Okay? Just so people hear what's being
said. Bye. The only difference between
marriage and prostitution is the price
and the duration of the contract.
>> We can fight for family abolition. We
can imagine family abolition. Because we
have seen black women endure it. Because
we have seen
>> Pause, please.
We we got to take these one by one.
>> The only difference between marriage and
prostitution is a price and duration of
the contract, yeah, quote unquote.
>> Dude, this this is people who have this
wildly antagonistic
view of
partnerships, of compromise, of the
human experience. Kids belong to the
state, not to the parents.
A wife is
in a prostitution arrangement with her
husband just to get access to resources.
I mean, this is
we are all trapped inside of a frame of
reference. And so, when they look at the
world, they are looking at the world
through that lens.
And when you start making policy based
on that lens, that the family is
dangerous, that you want the government
in every aspect of your life, that it
should be totalitarian in the complete
way that it envelops you. Politics?
Bro. Like, okay, I'm not religious, but
if somebody said, "I want God to envelop
every aspect of my life." I'd be like,
"I get it. Now, what your God calls for
is going to determine whether that takes
you somewhere positive or negative, but
at least that's like a spiritual thing."
When you insert government, which is
simply about control, basically. Or
organization of people. That's what it
is.
>> Yeah, you're saying like, "I'm putting
the the notion of control
to an ideology at the center of
everything in my life." This is
wild. Let's keep going. But, you know,
it is to me it is the the institution of
marriage can only exist alongside the
criminalization of sex workers. Children
whose parents are unable to provide
either housing, food, or safety are
treated as if they have committed a
crime.
>> Okay, pause.
So, because we've seen, I believe she
said black people and indigenous people
abolish the family, we We it can work.
Can someone please point to me where
that has happened? And where it's
yielding great results.
Uh so that's crazy. And then
um
the she just said something about
marriage. Um marriage can only uh exist
because
>> make sex work illegal. Hold on a second.
I am not with my wife because I'm like
it's at least free sex.
That's nuts. Like if if prostitutes were
legal, I would just be with prostitute
that Risky sexual behavior doesn't turn
you on to you don't want to just get a
random every day from a street corner?
That's that's that's why you're married.
Help the the best use of help ever. What
is happening? All right, keep going.
So kids themselves are treated as if
they have committed a crime if they're
not born into a family that can support
them. In addition to abolition of family
policing, you argue for abolition of the
family in general
and say that the institution of the
family acts as part of the the carceral
system in the way that it reinforces
children as property. I think the left
is constantly surprised at how few
people are
you know ready It reinforces children as
property. Um I don't want to keep
dunking on them. They pretty much repeat
the same thing. If let's let's let's act
like right is for a second time. What
has to be true for people to not just
say this but to practice it, organize a
tie in a hall, get together, mask up and
talk about this in like 2025. Like You
have to be authoritarian. You believe
that you're always right. You believe
you're smarter than other people that
you see the truth in a way that they
don't. Um that you should be trusted
implicitly to create the system. Jordan
Peterson had a great insight on this
that I thought was shocking in how
accurate it feels. Mhm. Which is he
goes, "Okay, the 20th century alone,
um R.J. Rummel um who is a political
scientist and author and professor
uh wrote wrote
called democide, I believe, and it's
about how many people were killed by
their own governments. And in the 20th
century alone, he estimates that
governments killed 260 million people.
>> Jeez. It's actually more than 260
million. So, it's like, uh
and Jordan Peterson's insight was,
"Okay, you look back at the 20th
century, you see 260 million people dead
at the hands of their own government,
and you say, 'Well, but communism could
still work. That wasn't real communism.'
And he said, "Well, what they mean when
they say that is,
'If I were running things, then this
would have worked out.'" The level of
delusion that it takes to be like,
"Bro,
give me the keys. I got you. Like, this
is all going to be fine." It
It's just like, this is one of those
where I understand why people have an
immediate revulsion to politicians who
want to run. Because like, anybody that
wants that is going to score so high on
things like narcissism.
So, people say that you always hate the
person that's most like you. This could
be why people on the left hate Trump so
much. Is it just the same phenomenon?
It's like, I know best. Give me the
keys. I can't be wrong. Let's go. Let's
go.
>> And that's who Trump is, and then that's
what we're seeing the Yeah, so they're
mad. Cuz like, that's me. I'm the one.
I'm better than him. I know it's more.
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back to the show. Moving on, we got to
talk about this Trump's
thing of it all. So, it started with
Trump tweeting this out last week
based on highly provocative statements
of the former president of Russia,
Dmitry Medvedev, who is now the deputy
chairman of the Security Council of the
Russian Federation, I have ordered two
nuclear submarines to be positioned in
the appropriate regions just in case
these foolish and inflammatory
statements are more than just that.
Words are very important can often lead
to unintended consequences. I hope this
will not be one of those instances.
Thank you for your attention to this
matter.
Then he gave
Russia a deadline of Friday, August 8th
to come up with a ceasefire with
Ukraine.
Putin,
through exclusive sources, talked to
Reuters and said that he's not worried
about
any of the sanctions ultimatum or
anything that's happening. He's going to
keep going through this war until he
captures these four regions in Ukraine
that he thinks belongs to Russia. So,
I'm at an impasse with my feelings right
now because I understand Trump's need to
end the war. I understand that he has
to, you know, hedge his bets by moving
the submarines into those regions.
But you have the Russian you have
Medvedev saying, you know, we're not
upholding to any UN sanction, any NATO
treaties. We can fire whatever missiles
we want to get to our end goal. And then
you have Putin saying, I don't care
about the sanctions. You can sanction
any oil people 100% doesn't matter to
me. I want these four territories.
Is that do you start a negotiation with
that? Is that negotiating with a
terrorist? Like it's Not worried about
negotiating with a terrorist or anything
like that. It's just you you are in the
position that you're in from a realist
lens. Putin is going to do whatever he
wants to do up until he incurs either
internal pushback from their
value standpoint. So, they hit a moral
wall that they're not willing to cross.
>> Similar like what Israel's doing now,
where like they're having pressure to
Well, that's external stuff. So, you're
only worried about the internal. So, you
either hit
>> own people are like uprising revolution
type of
>> Correct. So, every society believes
certain things are acceptable and
unacceptable. So, you're going to do the
Vietnam War until enough people go,
"This is morally repugnant. We've lost
the will for this." And people know when
you go up against the US that you can
usually wear them down because the
people in America have a value system
that says war is ugly, war is horrible,
and we don't want to be in them.
And so, it's just a question of like
with Afghanistan, do you have to wait 20
years?
But, you're going to be able to wear our
appetite for that war to nothing, and
then we're going to pull out. So, Russia
either hits an internal thing, probably
not because he's a dictator.
So, then that leaves sufficient force
from the outside. And so, if I'm Putin,
I'm going to signal as loud and clearly
as I can, these are the things that I'm
going to do. So, now everybody doesn't
have to wonder like, "Am I a madman or
what?" Even if I am, I'm not going to
signal that. So, they don't have to
wonder whether they're up against a
madman. They're just going to be They're
what they will run up against in their
countries in terms of support for them,
Europe, America, either funding or
directly putting troops on the ground
against him, against what Putin is
saying, "I just want these four areas."
So, people go, "Uh
Uh they were USSR. Like, do we really
like feel like we need to fight for
that? I don't know." And so, it'll give
people enough of that I don't know that
like he'll probably uh be able to do it
unless Ukraine can stop them militarily.
Now, Trump is a fascinating wildcard
because he just from the perspective of
"Girl, nobody gets to talk to me like
that." Like, he'll do things just
because he doesn't like the way that
you're handling the negotiation. And so,
he Trump is walking around
in a way that's like, "Okay, I am the
biggest, baddest world leader on the
stage. Everybody's going to treat me as
such. If you don't treat me as such,
then I'm going to draw a line in the
sand." Now,
you want a world leader that does that.
And I expect to catch flak for that
statement. But then I will point
everybody to China. And I swear to God,
if people go to bat for China, and
they're like, "Yeah, but that's China,
bro. Like, you can't like what do we
have to do?" And they're reaching Yeah,
[ __ ] This is how people act.
And so, when it's your country, don't be
[ __ ] surprised. So,
he you want somebody that draws lines.
Now, if they draw stupid lines, then you
play dumb games and win play stupid
games, win stupid prizes. So, he needs
to be very careful. But the fact that
he's got swagger, the fact that he's
willing to draw boundaries, I'm here
for. Now, when you start playing with
nuclear nuclear escalation, everybody
needs to be very careful. Here's where I
don't trust myself. If I'm being
completely honest, I am so convinced
that they're not going to launch nuclear
weapons on either side, that this is all
theater, this is all posturing. It
doesn't Putin knows, if you do anything
tactically nuclear, you trigger
everybody freaks out. Everybody freaks
out.
>> Everybody goes nuclear.
>> Dude, the EU is all like, "Yep, we're
funding this war to the high [ __ ]
heavens. We are pointing all of our
nuclear weapons at him. We are moving
everything right to the [ __ ] border."
Like, this is one where I with nuclear,
I worry about a mistake. I don't worry
about intentional firing. He is not
going to intentionally fire. I don't
think he would intentionally fire even
if he thought I'm about to lose. I just
don't think he would. I don't think he
has enough disdain for his people that
he'd be like, "Yeah, I'm going to kill
40 million of them." I just don't think
he would. Now, again, I don't trust
myself. I don't want to make policy. So,
let's be very clear. This is why I don't
run for [ __ ] office. So, I don't want
anybody to be confused. I'm not a rule
for me and not for thee. People should
not trust themselves nearly as much as
they do. You want to take everything on
the masses. I'm not going to lie about
how I feel, but I also don't think
people should go, "Well, because Tom
thinks it and feels it, I should feel
the same way." It's not how this game
should work, but that is how I view the
situation. Do you think that the four
territories that people Putin is saying,
"I just want these and I'll be good." Is
that legitimate or is that kind of like
a Napoleon, once I just get this next
territory, I'm good?
>> How rich are you going to let him get?
How weak is Europe going to be? How much
do we stand up to him? He will take over
the whole world if he does not run into
sufficient stop.
>> So, he's just talking.
>> America will take over the whole world
if we don't run into uh sufficient
pressure. China will take over the whole
world if we don't run into sufficient
pressure. This is a human thing. This is
why I'm saying, please, for the love of
God,
look at realpolitik. If you've never
encountered it, I've done a deep dive on
realpolitik. Type Tom Bilyeu
realpolitik, the video will come up.
This is how the world works. Everything
else is confusion.
Every leader will keep pushing until
they hit one of two things.
Internal value systems of the country
say stop
or you meet a force from the outside
that you're like, "This sucks." Yeah.
The reason Alexander conquered the
entire world is that's what these people
do. Uh the reason that Genghis Khan
conquered the entire world was that's
what these people do. They keep going
until they hit a force that they cannot
overcome. Like it That is the world. If
you start reading about Xi Jinping, it
is going to scare the life out of you
because he simply he holds these little
um meetings and he says to the
Politburo,
"This is what we have to tell the world
right now." Mhm.
And then as soon as they get strong,
he's like moves the goal post. This is
what we tell the world right now.
And then when they get stronger, this is
what we tell them. There will be a day
if they're not stopped where Xi Jinping
goes, and now we're taking Taiwan. Like
that that isn't a question. And anybody
that thinks that's a question does not
understand human psychology, does not
understand realpolitik, doesn't
understand history. So, it all this
information is there for anybody that
wants it. So, Putin will take these
first four because he has a story that
he can tell about that that's going to
be very good for his country. And then
ambition will grow in the Eden, and if
that works and he's recouped, he's
licked his wounds, he sees a succession
plan or feels like he can see himself
living for another 15, 20 years,
whatever, he's going to go, "Okay, cool.
Like we need to regroup for a minute. We
need to let our economy boom. Everybody
gets fat and happy again." Then once
they're fat and happy, we'll see. And if
in the interim, EU is like now spending
3 to 5% of their GDP on military, he'll
be like, "Okay, now's probably not the
time." But if the EU gets [ __ ] eaten
alive by unchecked immigration, they
have just value problem up, down, left,
right, B, A, select, start, and they're
like just in total disarray, then he's
going to be like, "Poland looks pretty
tasty right now." So, the Dude, I just
can't say it enough.
People will go as far as internal values
allow them. So, the the country's
appetite for the war.
And if there's unchecked You're watching
it happen in Israel right now. Guess how
far Israel's going to go. Until they're
checked.
That's it.
I I don't understand the confusion. And
by the way, guess how far Hamas would
go.
Until they're checked. So, it's just
that Israel [ __ ] people up when people
come to play. But that's the game. All
right, keeping up with international
news, Tommy Robinson got arrested again.
Um he was detained last night for um
some social media post and cited on the
S179 online safety act. Um, that reads
without reasonable excuse sent a message
conveying information known to be false
intending at the time of sending the
message or the information in it to
cause non-trivial psychological or
physical harm to a likely audience. And
then S127
Communications Act, a person is guilty
of an offense if he A sends by means of
a public electronic communications
network a message or other matter that
is grossly offensive or of an incident
indecent, obscene, or menacing character
or B because that any such messages or
matter be so sent. How dumb do you have
to be to make that a law? How is it
possible that the country that gave us
1984
is becoming 1984? Like it's wild, man.
So, yeah, I don't understand. If you
don't have freedom of speech, you don't
have the ability to think.
You get two-tier policing. You get all
these crazy like resentments bubbling up
under the surface. Again, people are so
convinced they're right that the
government does not want to hear
dissenting voices. The reality is you
need dissenting voices to figure out
what's actually true, what's actually
working. Uh, and they don't want it. And
so, it was startling to me to find out
that America is the only country that
I'm aware of
that actually enshrined freedom of
speech in writing in their constitution.
Everybody else, they kind of allude to
it. There's like a spirit of it, but
they don't actually have it. The UK does
not have freedom of speech very clearly.
And they're arresting something like 35
people a day for tweets.
Dude, you're in trouble.
>> it's just getting it's just getting
worse because chat control is a plan
that was dead and now revived and this
is another proposal from the EU.
They would force apps like WhatsApp,
Signal, and Telegram to scan every
message, photo, and video starting in
October, even if encrypted. France
flipped to support. 19 of the 27 member
states are now backing it. Germany's
undecided, but if Berlin falls, mass
surveillance becomes law by mid-October.
The excuse, stopping CSAM. The reality,
total algorithmic surveillance and the
end of private messaging in Europe. So,
they already have the laws, and now
they're scanning texts, uh, even
encrypted, at platforms to get it. So,
it just seems like a pipeline for that.
>> That law I just read. Dude, this this is
imagine. Imagine
being arrested for something that you DM
a friend.
Now, I know people are going to say,
"No, no, no, that's not what this says."
Ask does it make it possible? You
already arrest people for what they post
publicly,
and now you're making sure that you can
scan what they're doing privately. Why?
For what? Yeah, for what reason?
>> They're they're going to say it's to
protect kids.
I love protecting kids. Amazing. But, it
is going to be used for all manner of
thing.
So,
oh, man, you you get what you vote for.
You get what you vote for. It's a
non-trivial psychological thing to me,
cuz I mean, in America, it's, you know,
unless you're inciting violence, you're
pretty much good. So,
>> know why you have to put that?
>> Why? Because humans
at an individual level will do the
dumbest things possible. And if you have
to cater to every person who might be
upset by something that you say, you
will never be able to say anything. It
it is bananas. Also, you don't know if
I'm trolling you, or if I'm saying, "No,
no, no, I'm really bothered by that."
And honestly, who cares? Get tough.
Like, you for real, for real, for real,
the way that the human mind works, if
you never encounter distress, you do not
develop the ability to deal with that
stress. And so, you've got to get tough,
man. This is my whole some people need
to to chased by lions hypothesis. Like,
you just need things to be hard. Like,
you need people to go through hard
things. And because we've had easy
money, I can't believe how much this
matters. Because we've had easy money,
because we've been money printing, all
of that, people legitimately
don't understand that money growing on
trees would actually be harder than what
we do.
And so, the joke that people used to put
forward to try to illustrate that
money's actually hard to make just isn't
true.
It'd be way harder to make money grow on
trees than it would be to print it. We
just make it out of thin air. And so,
because of that, it just feels like,
well, this is a law of nature. This is
how life is. Cities work, and streets
are awesome, and we're safe.
Nope, that's not how the world works. We
did a whole lot of crazy stuff to make
sure that we could create this world,
uh and
it will go away.
Yeah, what Why do you think that is? Is
it the internet? Is it social media?
Because there are certain things that we
take for granted. Even in America, free
speech is being under is being attacked.
And we don't realize until we see
stories like this that like
even calling Trump a dictator on media,
you have that's a freedom. That's a
right. That's something that you can't
do in other countries. Even if you say
he's the worst, and you say he's a PDF
file, and you say all these other
things,
that's you have that privilege. That's
something that not everybody can do
across other parts of the world. So, but
even that is now
disinformation, misinformation. We
people should only say these one things.
I should be able to throw the means of
production. I like there just seem to be
this like
>> Warm up your James Burnham finger for
me.
So, uh James Burnham gives the ultimate
breakdown of what is happening right
now, which is the elites forever have
been able to control the things that we
see and believe. I mean, dude, forever.
Uh people think that there's something
called objective truth, and there is,
but it's physics. Everything else is
interpretation. Given that we don't even
understand physics well, it's it's just
true. Humans don't know how to interface
with what is objectively true, which
means anybody who realizes, oh, I just
need to control the way you see this
thing. Doesn't matter what the thing is.
I just need to control the way you see
it. I need to control the frame. That
they're going to win. And so you get
very smart people who understand, oh,
this is a game of frame control and then
I can manipulate people as much as I
want.
Uh, and forever they've been able to do
that. Social media is breaking that. So
they need that control again. And so now
they're using censorship and all of that
to get the control back. And they will
either they're either too dumb to
recognize that um, they're actually
driven by resentment and control. Uh, or
they're just malevolent enough to not
care that they're driven by a resentment
and control. But the reality is they
want control. They think they know best.
They want control over you. And so um,
they they somehow have a failure of
imagination and don't realize that will
be used against them. So all these
people are trying to put rules in place
that they think that they can use to um,
keep you in check. You the pleb, you the
peasant, you the dumbass. Like we're
going to keep you in check. This is why
Sam Harris, who I love and think is
brilliant and I'm so glad he exists in
the world. I was so distressed to see
that
he he has encountered the same fact that
I have encountered, which is that many
people in the world are dumb. And many
people in the world are dumber than him.
And from that he extrapolated, and so
these people need to have certain things
pre-filtered, pre-masticated because I,
Sam Harris, do not want to live in a
world where they get to be manipulated
and then vote. And I'm saying, bro, you
want to manipulate them too. You just
think you that your manipulation is for
their own good in the right direction.
And I'm like, you can't do that. And so
I am prepared to live in a world where
people that are by every measure that
you could possibly measure dumber than
me.
And the reason that I'm That's not me
saying I'm at the top. I'm just saying
there is a percentage of people that
will from a numbers perspective be far
larger than one.
And so they will be able to uh, outweigh
whatever vote I have. And I'm perfectly
willing to accept that I'm going to live
in that world because that is the only
check against tyranny. And once you
understand, you're the one that we have
to worry about. I'm the guy we have to
worry about. We everyone has to worry
about themselves going, "No, no, no, I
got this. And now just let me be in
control for a minute." And maybe partly
because I get to do that in companies
and I'm like, "Yeah, no one gets to tell
me what to do. I can do whatever the
[ __ ] I want." And I see sometimes it
works and sometimes it doesn't. And so
in business I'm like, "Ah, I need to
like get people's information. I need
them to say the things that they think
that I'm doing or dumb." And boy, oh
boy,
uh going up in the marketplace has just
taught me super valuable lessons. No
matter how smart I think I am, uh I'm
never going to be able to outwit the
collective. And so I try to
always think through every problem in
life through that lens.
Texas Governor Greg Abbott has taken
emergency action to begin removing
the from office the derelict, {quote}
{unquote}, Democrat Texas House members
who refused to show up for a special
session. For those people not paying
attention, what's happening in Texas
right now is Governor Abbott is
proposing to redistrict the uh region.
What that means is he's going to
basically draw new political maps in
order to increase the amounts of House
members that the Republican side would
gain. The way they know this is they'll
basically expand red territories and
shrink blue territories. Um this is a
practice called gerrymandering or
redistricting. In 2019, a Supreme Court
um called it beyond the reach of federal
courts for gerrymandering and then
>> Technically, they didn't strike it down.
They said, "We won't stop it." So
they're saying this is a state thing, do
your thing. And they pushed it down. So
they upheld a local court's uh decision
which then led to a uh
whole avalanche of district redic- uh
redistricting. Um now let's take it to
Sean Hannity who broke it down by the
numbers just how big
>> uh, 1950.
Uh, just how big um, the difference will
be. So, hold on really fast. What What
he's going to walk through here is
basically
um,
the way to understand why gerrymandering
matters is that depending on how you
draw the lines, you can make it such
that in your state, you're let's say
that more people lean right. So, let's
say 42% of people in your state vote for
Republicans. But, in the state
legislator legislature, you have uh, 17%
of them are actually they have a seat.
So, they draw the lines just in such a
way that you like isolate all of the
people that vote the other way into one
space. So, they might win by like 98% in
that one district rather than diffusing
it across multiple districts which would
have given them a majority in several
other districts. So, you get very clever
with your lines which if you're looking
at your screen, you can see how they
like
like make these weird weird shapes
uh, in order to ensure that all the
people who were already going to vote
red, they collapse down into one area.
And all the people that were going to
vote blue, you know, depending on who's
doing the lines. Like obviously in
Texas, they're trying to make it so that
red's everywhere. Uh, so both sides are
just as guilty. It's just a question of
who's in power and is able to pull it
off. All right. With that, Sean Hannity
now walks through like, "Okay, they
voted like the 42 and 70% example. They
voted 42% but they only have 70% of the
seats." He's going to walk you through
I'm pretty sure it's state by state or a
bunch of states anyway. Remember, one
very very important pertinent fact that
they won't tell you. Democrats across
the country are up in arms over
so-called gerrymandering in the state of
Texas. This is the exact same practice
not only carried out by Democrats in
deep blue states for decades, but it has
been mastered by Democrats. Matter of
fact, let's look at the numbers. The
numbers don't lie. Let's start with
Gavin Newsom's socialist utopia of
California. Republicans, they won 39%
of the House vote, meaning for Congress.
But they only got 17% of the seats. In
Connecticut, look at this. Republicans
won 40% of the House vote. Zero seats.
Illinois, where Texas Democrats are now
camping out. They have perhaps the most
gerrymandered map in the nation. Take a
look at that. In 2024, Republicans, they
won a very respectable 47% of the
statewide House vote. They only have 18%
of the seats. In Maryland, Republicans
got 35% of the statewide House vote.
>> think we get the idea
that this has been happening,
will be happening,
is a thing, but the question is, is this
going to escalate? Is Abbott actually
going to arrest people? And I think I
made my thoughts very clear on everybody
going straight to arresting people. I
think it's a bad look.
But
it does seem that we just keep wanting
to flirt with this. Now, again, because
I'm so
I haven't been in politics for very
long. I don't know if this is like
everybody always threatened to arrest
everybody back to like the 1960s or if
this really is the recent phenomenon
that it feels like. This feels like it's
escalating. I hate the way that they're
both sides. Like one, don't run from the
vote.
Two, don't make your first attempt
always to arrest people. Like if you
want to put a reasonable amount of time
on it, say, "Look guys, we get it.
You want to draw attention to this
issue, understand. Do your thing. This
is how politics works. But
if you're gone for more than whatever.
Whatever is reasonable. I don't know
enough about how these votes take place.
If there's like some certain amount of
time that they can Uh, like if they
stall it for two weeks and then you
can't vote for any more or something
like that. Obviously, I wouldn't want
them to be outside of that, but So, this
this is also similar to the Supreme
Court appointee. So, I remember back in
the I want to say it was like the '80s
where Joe Biden, when he was just a
senator, blocked a Republican
a Republican's nomination for the
Supreme Court. Um, he ended up getting
over past. He tried to um uh, when they
take over the filibuster
>> filibuster. He tried to filibuster,
ended up getting overruled. The
Republican Republican nominee got in
there. So, uh, Obama tried to have a
a Senate a Supreme Court Justice, his
got blocked. Trump's got blocked. So,
then we kind of keep doing this
tit-for-tat thing. The thing that I'm
I'm frustrated with this is
this entire argument is how why I like
why I hate politics, why I think the red
team blue team is all just a
distraction, and while like they don't
actually care about you, although they
might say tax the rich, they might say
things that make you feel like they're
paying attention to you, they're not.
This is a game of power, and this is a
100% a power game. And it's just now
that the red team is in power, we're
going to do as much as we can to
redistrict and draw these lines, and the
Democrats skipping town are the same
things the Republican did when the
Democrats tried to do it. So, I I I know
that yes, this is a a both sides thing,
and yes, it happens, but it's at some
point we have to say, "Okay, guys, this
is the game rules of the game. Now,
let's work within that as opposed to
every time the other side gets into
power, we're trying to make special
exceptions to the rule." It's like we're
playing basketball and then one team
wins and says, "Okay, now we can only
take shots from this line." And then the
next team can't make it, so then they
win and say, "Okay, now you can only
dribble the ball two times and pass it
back." It's like that's you should be
able to beat me at this game, but we
agree that this is the game, this is the
rules, now let's operate it versus
everybody trying to like lawfare some
special exceptions over and over and
over again.
So, how did the 10-year rule get set in
the first place?
That was one of those like historical
things that was just
>> It was just like this is how we do it.
>> This is how it's always been done.
>> it's documented anywhere or anything
think it's
>> constitutionally or anything like that.
>> Yeah, I mean, look, I I'm with you. Like
when you've got a settled set of rules
and this is how we do things, um I'm all
I love when people adhere to like these
are the common practices, the whole idea
of British common law. I love it. I love
it. I love it. Um we're not in that
moment. So, this is a populist moment.
Everybody believes that they're fighting
I mean, you hear all the time Donald
Trump is an existential threat to
democracy, blah blah. So, um I think
both sides are being extremely unwise.
This will be used against Republicans in
the future. So, as long as they
understand that, as long as they
understand
when, not if, when you find yourself out
of power, they're going to do it to you.
And so, I hope it's worth it. Yeah. But
>> Uh thank you um Tristan Thomas. Before
they would only do redistricting after
the census. So, that's why it was every
10 years or whatever like that. Uh
thank you um for articulating that. Um
but yeah, man. They it's it's happening
all the time. They break the rules and
since the other times they break the
rules it's gone. All right, let's get
back to the gold standard.
Let's go. This is let's uh hear from Ray
Dalio, the man himself. It used to be
the case that the US dollar was backed
by gold.
And the US government said, "If you
don't like these pieces of paper, we'll
give you gold." And ultimately, we we
ended that. We're never going to go back
to that, presumably, right? Probably
presumably, that's right. But not if you
watch these gold
these cycles.
That because you have the devaluation,
then um people feel don't have
confidence in the fiat system over a
period of time. And through history,
they've uh at that point, the way that
works is you print all this money, then
you pay the debt with the cheap money,
and that but nobody wants to hold it.
So, then they go back and link it again.
It is conceivable that you can see uh a
re-linking of gold to money, but that's
way in the future.
>> First of all, Ray is a national
treasure. We need to protect him at all
costs.
It is
It's really interesting to watch him
talk about this stuff because he is
the depth of knowledge that he has about
how the economy works may quite
literally be unparalleled.
And
he's like talking at this first grade
level all the time. Like walking people
through he's like
you know, whatever 75 years old now and
I just want to like pay it forward and I
want people to understand how it works.
And he can just do it ad nauseam just
over and over and over and over and
over.
But this kid is a gangster. Do not for
one second forget there is no human
alive that has ever made more money
betting on he understands where we're at
in the monetary cycle.
Nobody.
And so here he is like this soft-spoken
old man like it's like this guy's a
savage.
So the fact that he's saying that we
in the future
will probably I mean technically said we
probably won't but then went on to say
yes this is exactly what happens this is
a cycle.
What he's trying to hedge against is I
think like me he holds hope that we'll
find a way to back off the precipice at
least for
you know, I mean his time frames give us
like another
You've got like another 50-year shot to
like be at the upper edge of where he's
like no country's ever made it beyond
this. But if we could punt for 50 years
I'd be ecstatic.
Cuz that certainly would get us on the
other side of the yeah. Okay so it
sounds like he's saying the cat maybe
out the bag but it's not like a
toothpaste out of the tube situation.
Like the cat you can capture and throw
it back in the bag.
>> Yeah. It would it would scratch around
it would be bumpy it would be a messy
ride but you could get a cat back in.
But so
I feel like we were I love that analogy.
That's what I was trying to like where's
the toothpaste you can't re-toothpaste
it. You're getting scratched.
>> Yeah you see But yeah.
I don't I don't think we can though cuz
like
Fiat going to Fiat. Like we're addicted
already. Like
>> Fiat going to Fiat, there's no doubt
about that. Uh here's how it would
happen. Right now growth is your only
option. And so you cannot count on the
Republicans, you cannot count on the
Democrats to balance the budget. They're
not going to do it. So given that no
one's going to balance the budget, your
two options are growth or pain.
Both of those will reset the system. But
the hope being that we
get enough growth. I I had really held
out hope in the beginning that Trump
would slow the spend, but he does not
show any signs of slowing the spend.
But he is doing things that could
unleash growth. We haven't unleashed
enough yet that I'm confident that it
will work, but the timing of him
deregulating with AI maybe. That that's
your only shot. Like that's the thing
that allows me to sleep at night is
okay. Like maybe maybe we grow our way
out of this.
That seems like it's an optimistic way
that we can I almost never talk about it
for that reason cuz I think people need
to really focus on this is what's
happening. It's happening today. Once I
realized okay, we probably can't save
everybody, but we can save individuals,
then I'm just going to make that my
pitch. Don't worry about saving
everybody.
Save yourself, save your family, save
your friends, and whatever change
happens will ripple out from there.
Uh and I'm sure this is exactly what
people in crypto have been trying to get
me on board with forever, which is
crypto's a lifeboat.
I hate the analogy of a lifeboat cuz a
whole lot of people are going to die in
that very very cold water. And so yes,
I'm glad that I have a boat, but boy oh
boy, I don't like that there aren't
enough boats for everybody. So Okay, so
we have the growth versus pain option.
What does a pain option actually look
like? We default on our debt. We owe
people a [ __ ] ton of money, but like
mass unemployment.
um I so I understand like physical pain,
but from a fiat perspective would we
eventually be able to
default on our loans, get loan
forgiveness, and then we'll have a fresh
bill of credit? Like where how would we
restart from a financial system's
perspective, not necessarily the
unemployment pain to the individual
perspective?
>> So once you default on your debt, the
whole game becomes how do you reconvince
people to invest in you?
Uh it took Argentina 100
years.
Just to give you an idea of what's at
stake. Uh same thing, the story of
Uganda absolutely fascinating. So Idi
Amin comes in because of some
shenanigans that the British were doing,
Indians which made up less than 1% of
the total population of Uganda uh
controlled 90% of businesses.
Damn. Jeez. So Idi Amin goes, "Fuck
these kids.
They're getting out." And so he boots
50,000 of the like 80,000 Indians. And
overnight,
their economy collapsed.
And it was like, "Whoops."
It's been 50 years. Their GDP is still
stuck at $1,000 per person. To give you
an idea, America is at like 86,000. So
we're almost 86 times
better from a GDP per capita perspective
than Uganda 50 years after they were
doing way better than they're doing now.
So you've got Argentina, "Whoops, [ __ ]
up." 100 years. Uganda, "Whoops, [ __ ]
up." 50 years, still not back. Who the
[ __ ] knows? Like those guys aren't
exactly showing signs of repair. Uh so
ah it's like you play with this one at
your peril. Now, UK though, they did
like a slow managed decline. And so uh
World War II didn't look fun, but they
come out of it. They feel good as a
nation. We're We're not in a great place
financially, but we're here
to go through the '80s. They finally get
austerity measures going cuz they had
just I mean the pound is worth like some
fraction of a cent from what it was
before World War II, but at least I just
brush it out, right? Over 70, 80 years
and they finally get some fiscal
discipline, but they're sort of a
not backwater. They're not that bad, but
like God, man, they they literally used
to run the world. And so for America to
have the equivalent fall would be
freakish. Like I can't Where is England
from a GDP perspective? Are they even in
the top 10? I don't know, man. So it's
like
it's not the game that you want to play.
Japan in the '80s, look at every movie
in the '80s. It was always we're going
to be Die Hard. His wife's company is
owned by Japanese. Back to the Future,
his dad works for the Japanese. It's
like everyone just thought in the '80s
we're going to get taken over by the
Japanese because their economy was just
go go going.
And then it was like, whoops, that's
right. The US dollar is the reserve
currency. US starts putting
a stick in their spokes and all of a
sudden they stagnate for 40 years. So
it's like, bro, this the economic game
is hard. Once you get knocked off, if
you don't have the right tools, getting
back up is brutal. And so if we default,
we lose reserve currency status and we
no longer have the tools to get back.
And so it's like it is such a dangerous
game. That's why this is like, bro,
we're talking about a potential 100
years of being like in in a very bad
place. Nobody ever You can recover as
like a regional thing,
but you can have a hard time like
getting back to where you were. Okay.
Um
Give us the canary in the coal mine.
Like what's the one thing
>> Housing. Huh? Housing.
So, if the if another housing market
goes, that's when it's time to
>> no. If you want to know are things bad
>> specifically, Tom. Like, you know, but
like, what is like, okay, Lisa, grab
your favorite things, gas up the private
jet. Like, what's the one thing that
you're like, yes, we are now collapsing.
It's it's too late. It's over. It's a
really good question.
Um almost certainly it would be
violence. So, if More revolution,
uprising.
>> Yeah, like if you start if you see
um
a couple politicians
get dragged into the street murdered
and people are like, word then bye.
Um there's certain tax decisions that
they can make that would make me leave
California. I might not leave America,
but I would beeline to a state that I
think will be on the right side of
economic history.
Um Texas, Tennessee, Florida. Like,
those are the ones that like, if this
all goes to hell in a handbasket, they
at least have first principle thinking
on economics. Mhm. Um so, go there.
Business-friendly would be the quick way
to shorthand that. Um but yeah, those
would be like the early signals. And I
mean, look, unfortunately, we're already
starting to see some of them. The fact
that people cheered for
uh Luigi Mangione, that is that was a
very distressing signal about where
culture is.
Um but that wasn't like
And like, the New York shooter,
apparently like a BlackRock CEO got hit
or like a BlackRock executive.
>> Uh executive, yeah. Something like that.
People were certainly here for it. But
that that'll be interesting to see. I
think he was suffering from mental
illness. He himself said, I'm suffering
from mental illness. Uh so, that one I
won't lay at the feet of where culture
is, but um
the place where it scares me is the UK
has had
uh a politician executed.
Um but it the society didn't get behind
it. They tried to bury it, but they
didn't get behind it. Um,
Minnesota, obviously, if that like
people had really been like, "Oh my god,
this is amazing." Like that's where I'd
be like, "Oh [ __ ] Like we're really
start starting to go."
Um,
that's my cue. We'll be back to the show
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now, let's get back to the show. All
right, let's talk about AI. We've been
talking about this thing all day, now
let's actually jump into it. Genie 3.
This was a Google DeepMind release.
Google DeepMind just dropped Genie 3.
It's It's funny. I was watching a
keynote that the CEO of Perplexity did,
and I forgot his name, and he threw
shade at Google a little bit. And he was
like, "There are seven Google
institutions that are all releasing AI
that it gets confusing sometimes." And
like the crowd kind of laughed. But it's
true, like Yeah. Because there's a
Google team, there's a DeepMind team,
there's a coding team, there's the
notebook team. But uh,
so the team that does
VO3 isn't even the one that does Genie
3. It's crazy, but I say all that to say
Genie 3 is an interactive 3D world
pretty much assembler that just allows
from a prompt. So you type in a prompt,
it creates a 3D world and allows you to
interact with it. So this first example
that's on the screen now, a guy
navigating to a car and then walking
around to the neighborhood. Um there was
another example um
where yeah like you're you're painting a
wall like
This is I know this seems kind of like
bare-bones examples, but the fact that
all of this yeah it's just it's made up
from a prompt that's just kind of crazy.
>> doesn't If people are seeing bare-bones
when they look at this, this is
this is a shot across the bow to
life as you know it from a content
creation standpoint.
The only problem left to solve in AI is
consistency. Mhm. And the fact that
they're able to make a world
through it's it's not a video. It's a
world that you can navigate, you can
look around, and it has consistency
where you can put a mark on a wall and
you come back and the mark is still
there from a prompt. Yeah. Dude, that
Okay, I would like to remind everybody
that I get it. I see the parts where
this is terrible.
Can I please remind everybody of where
we were? Like what was it two
Christmases ago? So we're about to hit
the third Christmas with ChatGPT. I
think that's correct. Came out right
before Christmas.
>> Yeah, 2022. And we're all of us sitting
around being like, "Oh my god, this is
wild. This is the most insane thing."
And then you make a couple puppies like
wearing a top hat and you're like,
"Well, it's not that cool." Yeah. And
now, two and a half years later
you can prompt a world with persistence.
Peop- people there there's something so
weird
>> vibe coding, not to mention all the
spin-off companies that now do AI
things. There is something so weird
about the way that humans just
acclimate.
That's nothing. That's ugly. Looks like
AI. What the [ __ ] Like it can Did you
see that I send you? There's a video. It
is like 3 minutes long. It is a single
shot of AI.
I didn't know that.
>> 3 minutes long. Because all you have to
do is create a video, grab the last
frame, say start from this frame, and
now do this, grab the last frame, and
now do this, and you can just extend
literally he could have made a 3-hour
movie. Now, of course, it's awkward, it
looks like AI, there are places where
the character starts to look weird.
We've gotten here in 2 and 1/2 years.
This is improving at 300%
not a made-up number 300% year-over-year
according to Sam Altman who is one of
the people closest to this. Elon Musk is
trying to slap Sam Altman around. He's
got the biggest AI cluster ever created.
So, if Sam and his rinky-dink setup is
300% year-over-year, what's Elon and xAI
going to be? We 350? 400? Dude, this is
going so fast that as somebody spending
a tremendous amount of money developing
video games, I am like, "Thank God I
have a rule in my life that says at all
times you are moving forward. It is very
okay to make mistakes. The only mistake
would be to stand still." Because if I
saw a persistent world where I'm like,
"Oh, 3 years ago that would have taken
me uh 18 months and cost $3 million and
it's now a [ __ ] prompt." So, I get
most people are just going to freeze.
They're just going to be like, "Uh this
changing too fast. I don't want to be
part of this."
So, right now you can already vibe code
some really basic like think of it as a
dungeon crawler.
Uh
it's so insane.
I remember when the guy, and this is
what
4 months ago? When the guy I think that
may be a literal number. The guy coded
the airplane game and like multiple
people could play it and he like vibe
coded the whole thing. It was very
blocky, but it was like, yeah, it was an
air combat game that multiple people
from around the world could sign on and
play and he vibe coded that thing.
That's only 4 months ago. And you've now
got XAI putting out this dungeon crawler
stuff which I mean look, it looks like
Super Nintendo.
But we went from
it doesn't exist 3 years ago to 6-ish
months ago. It's like these super blocky
things to now it like looks like a Super
Nintendo dungeon crawler. It's like,
bro, 6 months, 6 months.
Uh, keeping the AI train going, 11 Labs
music um just released a crazy
iteration. This basically is promptable
AI music and lyrics, history, uh,
classical, um layered, uh, nothing was
off the table and this is like the
compilation video that they released.
Are we at 2x or normal speed? Uh,
normal.
You got to you got to soak it in. That's
what I'm saying.
This is AI generated.
100% promptable.
Remember, this is the terrible version
of this
and it is only going to get better.
The thing that excites me about AI is
that once you remove like that barrier
to entry because it's so hard to do the
thing,
the novel ways that people will find to
tell stories will be radical. Like
things will move so fast, you'll have so
much more variety in your world. Um,
that's really exciting. There was I
recently came across like this guitar
player kid who I don't even know how to
describe what he plays. I think there is
a name for it, but um
it's like
this highly
technologically like it's a kid who grew
up with cyberpunk as an aesthetic
bringing it back to like
rock music? I don't I wouldn't know how
to explain it. Um
it's utterly fascinating. It feels
almost alien.
And that's what happens when you get
like these super deep niches online
where people start exploring, they start
reinforcing each other, and it can just
spread like wildfire, but you need that
first idea that's like really bizarre. I
was watching a micro documentary on the
impact that Ozzy Osbourne had on the
music industry, and he goes from Black
Sabbath to basically inventing modern
metal. And
he leaves Black Sabbath and and just
starts being Ozzy Osbourne himself, and
it's really fascinating to watch or to
listen to the last song he records as
part of Black Sabbath, and then the
first song that he records as Ozzy
Osbourne. And people saw it, and they
were just like I don't Rick Rubin said,
and I quote, I don't even know what the
music industry would look like if it
wasn't for Ozzy Osbourne. Because it
takes that one person to do, you know,
him and Randy Rhoads together, and they
create essentially a new genre of music.
Cuz you give people this new sound that
when you remember that wait, Ozzy was
like a part of the like '60s and '70s
vibe. Like it feels old, but then from
one album to the next he sounds modern.
And so it's like, oh [ __ ] like he
literally invented that sound. Like he
gave that first taste. Now people have
taken it somewhere new, but you need
that first person to make you go, oh,
I've never heard anything like that. I
want to play with that. AI is going to
do that at the speed of light. It's
going to introduce you to gameplay
you've never seen before.
Um, physics inside of a a game world
that you've never seen before. Novels
written from a perspective that's
shocking and you've never encountered
anything like that before. That like
imagine a book that is changing itself
based on the sentence that you reread
twice. And it knows you reread it twice
because of how long you linger in a
certain area and it's got a camera
that's watching your eyes and it knows
right oh, you reread that part. I know
what you're lingering on. I get the
people that lingered on that when I show
them this next, they really respond. And
so you're reading the thing and you're
like go how it feels alive. And if you
reread the book a second time, you're
going to linger on things differently
and so now the story unfolds
differently. Yo, literally I'm freaking
myself out right now because I guarantee
things like that are going to happen.
That's a world that I'm excited about.
How you were talking about that it's
going to create new fractions of like
information, uh,
it reminded me of kind of the story the
showrunner fable AI tool that is
launching the AI for Netflix for AI
where it literally we create a world, we
create an ending and you might say I
don't like that ending and then you kind
of go and like change it and do things
like that.
Uh, I was literally talking to my friend
and she was talking about I want to say
she was talking about improv or
something like that. I forgot what she
was talking about she
like it's like watching a movie but it
listens to you when you like shout out
things and I love that. And I assume
like she was just saying it in a
different context on something very
minimum but that's what made me think
like oh, there is a market for this
interactive media. Like you like this
thing, you like where it's going, you
laugh at this part. Okay, let's make it
a little bit more funny. You cry at this
part, let's make it a little bit more
sad. I was watching Cousin Vinny uh, for
the first time yesterday and uh, super
funny movie um, young Danny DeVito
Marisa Tomei and there was a certain
part that was serious but just because
of the time that passed and the nature I
love Joe Pesci just for the record.
>> What I who I say? J- you said Danny
DeVito.
>> Oh, yes Joe Pesci, sorry. Joe Pesci.
Um I was like, Danny DeVito, I remember.
Uh
But yeah, there was a part where like I
laughed, but it was like a more serious
part, but like that the eyebrow was
moved So, I can kind of see this like
organic twisting of content going
forward that it literally relies on you
to complete it, and it becomes more of a
unique experience versus this everybody
look at this thing that I've done and
you're going to like it versus like what
do you want? Let me give it to you and
let me kind of serve you individually.
So, it feels unsettling cuz I'm so used
to the first way, but it's also in a
sense
um
kind of rejuvenating cuz like, okay,
well, if it is very unique to me, then
maybe it'll be the perfect content, and
maybe it'll finally be something that I
like, or you know, you start to get
excited about the possibilities, but I
think the vast majority of people just
like now aren't going to want to be
creators. They just want to watch, but
these tools are going to let creators
make things that are really, really
tailored so that it'll be like your
friend group will be like,
um watch the Drew variant of House of
Cards, whatever. And it's like, oh, yo,
the Drew variant? The Drew variant?
Like, don't get the other one. Like, the
Drewski variant is terrible. You want
the Drew variant. The Drew variant,
right? It'll be like that. And so,
you'll go and you'll find you do the
search and you'll look at it and be
like, oh [ __ ] five star. It'll be like
180,000 reviews, and you're like, oh
damn, I guess this is the one. And so,
there will be like all these different
versions of something that people will
get into. It's going to be incredible.
And when I think about like from a game
perspective, one of the reasons that and
look, there's a lot of controversy in
the field right now about live service
games. Hopefully, I can make people a
believer that when done well,
it's better, but the reason that I like
game development is that it's iterative.
The world is forever growing. And you
can certainly like if people want to
know that like I want this, you know,
opening sequence locked in time forever,
you can do like a time stamp or
whatever, and here's the game,
as it was then. But,
the worlds get bigger and bigger and
more complex, and there's more content.
I forget what game is Baldur's Gate,
maybe? Maybe not, I don't know. Anyway,
one of those early MMO RPGs that like 15
years later, they're still building it.
They're still adding new content. That
is my fantasy. That is what I want
Kaizen to be, where it's like 15 years
of just more additive content that
stacks. It's not like it's not just the
reset. Like, I love the reset part of
um
Fortnite. I don't want to get rid of
that. Long explanation for how we're
doing that in Kaizen.
So, you want some things that are like,
it's this season, it's unique to this.
But, you also want an amount of the
world that's that's there, it's going to
be there forever, and it's getting
bigger, and it's just like
I think that's incredible. So, with AI
and the fact you can iterate so fast,
and then if users can build, you really
are moving towards Ready Player One.
That was the thing I found the most
interesting, was you you're exploring a
universe.
And because so much of it is made by
players, essentially,
it's going to be incredible. Yeah. Um
and Hunter Biden, of all people, kind of
grounds us on the other side of AI and
the harsh reality of automation.
In-N-Out is fine. You don't tip it at
In-N-Out.
>> I do. What, you tipping it at In-N-Out?
>> Yeah, they have to wear those hats. You
know what that feels like? Did you Did
Serious Conversation I met somebody that
is in the
uh you know, owns fast food franchises.
He has McDonald's for his 55 people.
Mhm. Okay?
He went all AI.
Oh my god.
>> Okay? It's about a $2 million investment
per McDonald's, okay? He only employs
five people now. Oh.
So, his margins go up by like 27%.
And he'll make back the $2 million
investment in under like 18 months. Mhm.
Think about this. There's about like
13,500
McDonald's in the United States of
America. I did the math.
If every one of them went down to five
from 55, lost 50 on average 50 jobs,
it's 600 like 70,000 jobs in America.
>> That's just McDonald's.
And it's just McDonald's.
That's what I'm saying, man. And that's
Not only is that just one company in one
industry,
it's going to be a whole lot of
industries.
Most companies in most industries
are going to won't be 100%, but there
will be a very meaningful percentage.
Now, those people are still going to
need money for now.
And I think we're going to see a
mahoosive influx of people starting
their own companies. They It'll be like
contracting, but with bigger upside.
Mhm. Like it's a certainty. And that's
just McDonald's. You think that, Burger
King, Wendy's, Taco Bell, I mean, across
the board?
>> Mhm. You're talking
what, like probably
3 and 1/2 million jobs in the um
in the in the fast-food industry alone.
>> Okay. Pause it. So, we lost about 2
million jobs in high-skilled
manufacturing, and that made it
impossible for the average worker to
improve their wages.
Imagine 3 and 1/2 million. Jeez.
That's one industry. I'm telling you,
like this This is going to hit like a
asteroid.
Like this is not going to be a small
effect. This is uh nuclear winter for
people who are not prepared.
And yeah, we're We need to be ready for
it. And a big way to be ready for it is
one, understand the system, understand
how much money they're going to print,
understand that you need to own assets,
uh on and on and all the things that we
talk about. But if people don't treat
this as an asteroid whose impact will be
felt over the next 7 years,
then
ooh boy, you're going to get caught off
guard.
Mhm. It will AI with e- easily within
the next 5 years, if not 3 years. So, I
have I've flipped my thinking about this
whole AI thing. You're either going to
have a mass extinction event Mhm. or
it's going to be really good
with a rough patch in the middle.
Because if between
supercomputing
power, which we're we're there already,
okay? Like quantum computer.
We're not a quantum computer. And
deploying AI is like
how is it that we don't figure out the
uh commercialization of nuclear fusion
within the next like 5 years? You will.
These are already coming back on board.
So, pause for a sec. There There was an
announcement, it's in the spreadsheet.
There was an announcement that we're
bringing on like 15, I want to say, uh
something for version four, uh
something for uh nuclear reactors. Is it
right there? Oh, I think you were so
close.
Unfortunately, that's one about nuclear
war. So, there there will be two.
Anyway, uh we're already bringing this
on board. Yep. America is re-
nuclearizing here.
Uh how many of them?
Three next generation. Gen four
reactors. Only three. Okay, so I made up
the 15 number. I apologize, I was way
off. Uh but hopefully that is the
beginning of something because but these
are coming online by next summer. I
think you're going to find the data
centers that you just have to have it.
And so, given that Trump is in office,
given that you really are in a race
against China for energy uh to power the
AI, I think you're going to see more
more and more of those spun up. And if
we do that, a limitless source of power
without any um uh carbon emission or
waste at all.
Like like it's like
I mean it's like
you know, we just save the earth
basically.
>> that's where everybody kind of is is
that this is going to be the best thing
ever or it's going to be a
long long long winter. It was the best
of times, it was the worst of times.
That is exactly what's going to happen.
Uh if you want a thing,
it's going to be amazing.
If you want self-respect, it's going to
be
a bloodbath.
Ooh, what do you mean by that?
>> Because people get self-respect from
making progress towards something that
matters to them and others and they will
have no idea how to do that. That's why
I'm telling you like a big part of this
is going to be
um
building virtual worlds. People are
either going to on Mars go to Mars
because they want to reset the game on
hard mode because things just got too
easy and it's not fun anymore. Uh
but that's really only for people that
will have a deep understanding of why
they feel the profound disease. I think
people when they go into everything's
too easy, everything comes to
uh free, that they derail in a different
way and they become mouse utopia and
it's like we just turn on each other.
Um so assuming that we can get through
that, I think this is where people turn
to virtual experiences where it's like,
"Okay, cool. I want to go on the
greatest adventures ever without putting
my body at physical risk." And that's
where I think this gets extraordinary
where you're like, "Yo, I'm really
invested in this thing like going on
these quests." Um
and just not risking your physical body.
Because in a world of abundance,
that risk becomes a choice. Going to
Mars,
there will be plenty of people that
choose it. It's crazy that this is a
real conversation.
Uh many people will choose it, but you
really are putting yourself at risk. And
so my gut instinct is, "Okay, I can go
live this like really isolated, really
difficult, scary life on Mars, but I get
a terraform a planet and be a part of
that and I'll be one generation of
people that make this a thing. That's
going to appeal to a lot of people.
Um or I can go on these insane
adventures.
Uh and I think a lot of people are going
to choose that. Um I love when Tom gives
us relationship advice cuz he's one of
the one non-toxic relationships in my
life. Um so I saw this and it
immediately made me think of you. I was
like, okay, I want to know what Tom
reacts would be cuz we were traveling at
the time.
>> Oh god, I really hope Lisa's still in
the feed because I'm going to need to
say some things and people need to
understand this is where people are
going to be like, we got to get Lisa out
of there.
Uh I promise you what I'm going to say
is real, but okay. All right. There's no
audio. It's it's like it's Yeah, the the
audio is correct. So for those of you
not looking at your phones, uh there was
a guy at a bar with his wife and he
he is being
>> she is like [ __ ] chewing into him
about something. He's got his eyes like
scrunched closed and his hand like
pressed into his face. This is a man
who's not having a good time.
>> Yeah.
Uh okay.
Oh god, here we go.
This is somebody who has never been
checked.
Mhm. She needs to be checked. Not
physically. I am not talking physical at
all. I have never once, and I mean never
once uh
used physical intimidation on my wife,
put a hand on my wife. Bad game. Bad
game. You're going to scare them and
that like that's game over. Uh but for
sure
you need to lead.
You need to make it abundantly clear
that hey listen,
I've upset you. I understand that and I
want to parse through that, but the
escalation that you're doing right now
is not helpful. You need to back down,
you need to get control of your
emotions. At this point like you're
going ham, this does not make sense. And
so, if Lisa were going at me like this,
I would literally admittedly I have a
mode, my wife [ __ ] despises it where
I don't have emotion.
You are now talking to a logic center.
And I do that partly to diffuse the
escalatory emotions where it's like,
nope, that's not going to get us where
we want to go. I have registered I've
triggered something. This matters. Your
emotions indicate we have a problem.
Cool. I accept that. I accept that I
have a responsibility in this. We're
going to get to that. But you need to
de-escalate immediately.
And then I'm going to go into cool,
what's our goal? Where are we trying to
get to? Where did we derail? What did I
do? I'm going to listen, I'm going to
articulate your position back to you.
But if you're attacking me, if you're
using my insecurities against me or
anything like that, like that zero
tolerance policy.
We are going to end that
uh whether it's this conversation ends
until that or if I have to make this
conversation only about that thing,
about that as a tactic, I'm going to do
that. And so, we're going to say, right
now you're trying to belittle me and I
don't do that. I will not be belittled
in this relationship. And so, you're
going to need to right now justify why
as a tactic you would ever do that. What
you hope to get Dude, it it is shocking.
When you make people say their values
out loud, what are you trying to do? Do
you want me to feel small? Like when you
ask that directly and the person either
has to say, yes, I want you to feel
small. Then it's like, okay, that is a
horrible weapon to wield. Now, before we
get and we will get to how grotesque
that is to want me to feel small
I want to understand
how did we get here? What have I done? I
don't want you to feel this way. The way
you're feeling right now is bad. It's
negative.
But man, listen, I really wish Lisa were
here to speak for herself so people can
understand. I would expect her to do the
same if I were acting emotional. Now, I
think she will agree I don't do that,
but
this is one where
you
he has let this behavior get here, and
we cannot play this game. Like this
you do this to yourself. So,
dear young man, you have let this
problem metastasize.
You cannot let people talk to you like
that. You cannot let people treat you
like that. Uh yeah, so this is a game I
would not play.
Oof.
Uh yeah, this is bad.
This is bad.
>> That's misery. I don't understand why
people allow themselves to get into a
relationship like that. Uh so,
uh
I don't want to make blanket statements,
but there are certainly types of people
where their toxicity Remember, women are
violent in a different way than men. So,
men act a fool physically. Women act a
fool from a relationship standpoint, and
they will try to undermine you, tear you
down,
uh and so this is where we have to say,
"Okay, just as I will never be
physically intimidating to you, I'm not
going to tolerate you trying to um
belittle me, demean me, make me smaller.
Th-
That That is a as hard of a pass as I
would expect you to take on me if I were
physically
uh aggressive to you, I will be taking
to you for using female violence against
me." And so, uh
there is a type of person that much like
Putin, they're just going to go until
they hit sufficient resistance. He is
not resisting. He is not meeting this
challenge. He is shutting down. And so,
she's just going to keep going, keep
going, keep going, keep going, keep
going, and she becomes that kid in
Walmart who's like, "I know if I throw a
fit, you'll give me what I want." And
so, he buys into the most [ __ ]
[ __ ] statement a human can ever buy
into, which is happy wife, happy life.
So, he's just trying to get back to
neutral. So, he's like, "I'm going to
shut down. I'm going to hibernate until
she's done. And then I'm going to come
back." And this is just going to keep
happening. And she By the way, this
works. She'll nudge him and nudge him
and nudge him and nudge him and nudge
him uh into where she wants him to be.
And this is why people refer to it as
henpecking. This is a [ __ ]
catastrophe. And just like a hen can
literally peck something to death,
a certain type of woman who goes un
rebutted uh will continue to escalate
until she has metastasized into pure
cancer.
Um cool. All right, that's all I got.
>> All right. Everybody, thank you guys so
much for being here. We will be back on
Friday at 6:00 a.m. Pacific per usual.
Until then, my friends, be legendary.
Take care. Peace.
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