Tom Bilyeu: Young Men Are Snapping — This Cultural Rebellion Is Going to Get Ugly
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Tom Bilyeu and his guest, Nick Fuentes, engage in a heated discussion regarding the rise of young white men who feel alienated by modern cultural norms. The conversation centers on whether this demographic backlash is justified or if it represents a dangerous shift toward aggression and bitterness. While Fuentes expresses controversial views, including calling Hitler "cool" and advocating for women to stay at home without voting rights, Bilyeu argues that the root cause of these movements is not political populism but rather a psychological reaction to being told they are inherently bad. Citing Douglas Murray's warning about banding together based on shared traits when treated unfairly, Bilyeu suggests that suppressing young men will only lead them to unite out of resentment and aggression. He emphasizes that the solution lies in helping these individuals find purpose through self-improvement rather than allowing their mating instincts to drive them toward violence or extremism. The dialogue shifts to economic realities, specifically addressing Japan's massive debt-to-GDP ratio exceeding 130% and SpaceX's unprecedented valuation of $1.5 trillion for its IPO. Bilyeu explains that nations like Japan have survived high debt levels through a culture of patriotic compliance where citizens buy government bonds rather than seeing them as liabilities. In contrast, he argues that the United States is facing an existential threat from money printing that devalues currency and concentrates wealth in asset holders while leaving others behind. He highlights SpaceX's valuation not just as a financial anomaly but as evidence of Elon Musk engineering data centers into space to escape terrestrial inflationary pressures. This scenario illustrates how technology giants are redefining the scope of capitalism, potentially pulling forward decades of revenue value instantly through innovation that defies traditional market multiples. A significant portion of the interview focuses on the dangers of social media for children under 16 and Australia's new legislation banning platforms like TikTok, Instagram, YouTube, and others from minors. Bilyeu supports these restrictions but notes exceptions for educational content like YouTube, arguing that short-form video loops damage developing brains by preventing contemplation and reducing attention spans. He contrasts the passive consumption of social media with active engagement in gaming or sports, which he views as healthy outlets for evolutionary drives to compete and care about a team. The discussion also touches on how artificial limits often fail because children find workarounds like VPNs, yet Bilyeu maintains that rules are necessary even if not universally followed by every child, drawing parallels to age restrictions on alcohol consumption. Throughout the conversation, themes of personal responsibility versus systemic blame run through both speakers' arguments regarding dating markets and economic survival. Fuentes attributes his celibacy at 27 to a rejection of traditional mating incentives, while Bilyeu counters that men are biologically driven by sexual competition and will resort to extreme measures if denied access to partners unless alternative outlets like pornography or AI sex bots exist. He advises young men to view problems as solvable challenges rather than insurmountable obstacles caused by external forces like "the basket" of societal expectations. This mindset extends to his broader philosophy on investing, where he encourages individuals to take action today despite uncertainty about the future, warning that standing still guarantees being eaten alive by inflation or technological disruption. The podcast concludes with reflections on how humanity will adapt to rapid changes in technology and society over the next few years. Bilyeu outlines four potential paths for civilization: reverting to 1990s analog living like a "new Amish" community, migrating to Mars as an open-world survival game, exploring virtual worlds created by AI agents, or continuing current trajectories while managing anxiety about obsolescence. He asserts that nothing is ever exactly as feared or hoped for; history shows societies recover from cataclysms faster than expected, much like Japan rebuilding after nuclear attacks. Ultimately, the speakers agree that while trade-offs are inevitable in a changing world, individuals must remain active and engaged rather than retreating into cynicism or despair to navigate the coming decade of economic and technological transformation.
Read the full video transcript
Nick Fuentes and Piers Morgan collide
over whether Hitler was very effing cool
or not. Japan's economic troubles
continue apace as [music] debt threatens
to finally engulf their entire economy.
China fires rhetorical shots at Japan
about accepting that they're a defeated
country as tensions between them both
continue to [music] rise. XAI plans to
redefine the size and scope of what an
IPO is so they can build data [music]
centers in space and Australia has made
it illegal for children under 16 to be
on social media.
>> Nick Fuentes was talking to Piers
Morgan, but before we jump into the
actual interview, I have to play this
edit cuz I think this is like the clip
of the year when I found it.
How can you call [music] it a movement
when you have no motion? You can't call
it a movement cuz you have no motion.
[music] None of these [ __ ] have
motion except for me.
The edits.
None of them have motion except for me.
Um
the fact that he draw he says the N-word
and uses it with a A. I don't know how I
feel about that yet.
>> Really? I don't know how I feel about
that yet.
>> like 100% opposed? Nick is a troll and
we're going to talk about that with the
Piers Morgan episode, but there is
something to your point of the youth. He
has captured something that I think a
lot of
Republicans thought Charlie Kirk had,
thought Trump had, thought it was the
manosphere of the podcast, but we're
starting to realize no, this is an
entirely different ethos of people and
for some reason he's not going away.
He's been banned, he's been ridiculed,
he's been {quote} uh uh reprimanded,
condemned, he's been disavowed, he's
been told not to play with the the
grown-up Republicans, but yet he doesn't
he's still on Tucker, he's still on
Steven Crowder, he's still on Piers
Morgan. What's your take on Nick Fuentes
and how he has been so electric in the
movement? Um I think he sums up his own
position very well, which is we're done
clutching our pearls. We being
especially
young white men, but I think young men
in general. And I remember watching this
and Douglas Murray just really had
clarity on this. Uh shout out to Douglas
Murray, man.
And he said, "Listen, if you keep
bashing
white men and saying that whiteness is
bad, it's some sort of original sin, I
guarantee you what's going to happen is
they are going to band together, they
are going to start thinking of
themselves as white first. And you do
not want people grouping up based on
being white first. And uh and I think
that holds true of any race, PS, by the
way. But
um
that's exactly what's happening. And so,
this is a psychological principle. If
you beat me up and tell me that I'm bad,
bad, bad for insert trait that I can't
change, and then I run into somebody
else who has that same trait, and I know
they've been treated exactly the way
that I've been treated, like all of a
sudden I'm going to be like, "Hold on.
We're going to glom on. And if there are
millions of us, like, bro, this is a bad
strategy. It was a dumb idea when they
did it, it's a dumber idea now that they
see what's happening, and they're
continuing to double down. It's so dumb.
The youth is always going to take over.
Do you really want them to take over out
of bitterness and aggression?
I would put forward, no. That's a
terrible [ __ ] idea. So, nonetheless,
here we are, and I don't know what they
thought the end game was. That they were
really just going to be able to
um
feminize every man, get every white
person to back the [ __ ] off and sit down
and shut up. Like, that is a dumb
[ __ ] strategy. It doesn't work with
anybody. Every group is going to rise
up. And by the way, whites are only like
8% of the global population. So, this is
not like you look around and all you
just see is a sea of white people. It It
is This is a legitimate minority that
will have minority vibes, that will band
together, see themselves as white first,
and cause all kinds of problems. I think
it is a really stupid idea. So, am I at
all surprised by his rise to popularity?
I was when it happened, I won't lie. But
now as I look back and math it, I'm
like, "Yeah."
Yeah, this is precisely what Douglas
Murray was trying to warn us about.
All right, let's jump into his um
interview with Piers. The the thing
about Nick that I think gets him in
trouble is not his populism, it's not
what he's rooting for, it's not even his
political stance. It's that he belittles
things that I think are more important
or or sacred than people have. And this
is going to the Hitler is cool thing. Um
but let's go into his thoughts on women
for a second and maybe this can kind of
color where he comes from and how he
became the person that he is.
Just to clear up one of the many
theories about you, I've no idea what
the answer is and you haven't got to
answer, but are you actually attracted
to women?
I am attracted to women. You're not gay.
No.
But I will say that women are very
difficult to be around. Okay.
>> So,
there's that. And do you think they
should have the right to vote?
I do not. No, absolutely not. They
should stay at home?
Well, yeah, absolutely.
>> So, basically you're just a misogynist
old dinosaur, aren't you?
For a for a young guy. I mean, I know
I'm the boomer I know I'm the boomer
here, but actually you're a 27-year-old
dinosaur, aren't you? Aren't you, Nick
Fuentes? All women All women are
annoying.
All women grow old, they all get fat.
Says the guy I Have you ever had sex?
No, absolutely not.
>> Wow, says the guy who's never got laid.
>> I would have never thought to ask that
question. Yeah.
I was shocked when he was like, "No."
I was like, "What?"
Dude, Uh, this This may be the part of
the young male experience that I'm most
confused by. I remember being like 14
and it hit me one day and I was like,
"Wait, I'm one day going to put my penis
in a vagina. Like this is going to be
[ __ ] wild." And I couldn't have been
more excited about it.
>> Mhm. I [clears throat] was legitimately
giddy
at the thought that one day I was
actually going to do that. And now it
doesn't like it was I won't say all
consuming, but damn, a lot of my high
school was oriented around
uh, relationships. Now, I was not good
with women. I think I've been abundantly
clear about that, but
were they an obsession? Was I trying?
Yes, very aggressively. And so for him
to be like,
"I don't it's it is a bad frame of
reference to have adopted." I'm not
saying that I can't walk people through
the steps that have led us here, but it
is a very bad frame of reference to
adopt, to be closed off, to uh, lump all
women together as if they are some
monolithic body,
uh, to think that
while women are very different and I
certainly understand that there are can
be frustrations to cohabitating
certainly with a woman because they view
the world so differently, uh, but when
you think of them as a partner,
unbelievable things unlock. You just
have to have very good, I call them
rules of engagement, uh, so that you're
not driving each other crazy all the
time, but it's weird to me that he is
just so nonchalant. I mean, how old is
he? 27. Wow, bro. That is
wild.
>> making money at this point, so Oh, he is
voluntarily celibate, make no mistake.
Like this is not a kid that can't get
laid. He's good-looking. He's very
charismatic. And boys and girls, if you
are confused, women go for charisma long
before they go for just like rugged good
looks. And if you put together charisma,
fame, and money, like there are a litany
of women that would sleep with this kid.
And so, he is a 1,000%
staying celibate by choice,
which is very hard for me to understand.
I I guess the thing about me is similar
to you, there is this North Star, at
least I was growing up that you kind of
go down two paths where it's like, I
need to become the best person I can be
so that way I can then increase my value
in the sexual marketplace so that way I
can get laid, get a girl, have a family.
Or the other thing was like, okay, I
already look good, I'm going to just get
a girl then. So, I feel like as a young
man, those are your two options, either
get better to get a girl or just get a
girl. So, the fact that he is 27, he has
risen in popularity, and he also is
voluntarily celibate, like, what is that
North Star then? Maybe is that where the
hate is coming from? What What are you
using What are you doing with your time?
And I know that that sounds very
trivial, and there's probably women in
their chat rolling their eyes right now,
but like, seriously, as a driver for
men, that is a incentive to become
better.
>> It is the incentive to become better.
There is nothing higher. Men will send
themselves into war when they no longer
believe that they have mating
opportunities. They will go kill and
risk dying to get laid. So, anybody that
thinks that there won't be problems that
come from men ejecting out of that
system are out of their [ __ ] minds.
And the only way that, um,
men are going to be able to sustain this
for the long term is, I guess, access to
pornography. Certainly, AI and sex bots
will, um, give an outlet for that
extremely
intense impulse that is buried very
deeply in the brains of men. So, unless
we've got like a mic microplastics
problem that is manifesting as they
legitimately do not care, like it's
changed their brain wiring,
uh, there's no way this one does not
start to become problematic, for sure.
And even if Western men completely eject
out of this, I guarantee
that other men around the world
absolutely will not. And so, this is a
fundamental biological drive.
Uh it manifests as a need in the same
way that hunger or uh thirst manifests.
So, yeah, you unless again, literally,
it's been destroyed by environmental
toxins or something, uh there's no
universe in which this does not um
rebound in some horrible way. Either
where people that aren't having sex,
they just cease to exist, obviously, cuz
they're not procreating. And the people
that are procreating just take over the
world, and this is a momentary blip. Uh
or there's a big rebound effect, and
people realize, "Oh my god, like we have
allowed something so moronic to happen."
Cuz I obviously understand that one of
the critiques of the way that I talk is
going to be that Thomas from a different
era, women were different back then.
Uh and I will just tell you the frame of
reference layer, for sure. There's no
doubt, if I found myself 21 today, that
I would have to take a very different
approach. But the reality is that if
you're tied to ground truth, and you
encounter somebody that's at a um
cultural layer, then you can get beyond
that. That becomes very easy if you have
a sufficient level of um
game, shall we call it? Like once I
understood how to truly be myself, and I
had no fear of loss, and I could
approach somebody with confidence, and I
could have swagger, the fact that I was
able to have interesting conversations
was ultimately what got me laid. One of
my favorite stories, um I had been
sleeping with a woman, I'd never been
able to give her an orgasm. And then, um
one night, she saw me be really like
talk for the first time about something
I was deeply passionate about. And so, I
clicked over into that zone. And the
next time we had sex, she had an orgasm.
And I was like, that is wild. It it is
nothing about the sex. It's I finally
clicked over into her mind where she now
found me far more interesting. And I was
like, God, I've got to remember that.
And I remember my mom giving me the best
advice ever about sex. She said,
remember women have to trust you to have
an orgasm. And I was like, what? Like
that is so weird for a guy.
Um so, once you begin to understand like
all of those things, even in a time now
where clearly I would find myself in a
much worse position than I was in terms
of they can just swipe onto the next
person. It's always onto the next. It's
some women trying to take advantage of
you to get a free meal, blah blah blah.
But there are defenses to all this
stuff. So, the person uh that this was
probably will never hear this, but I had
one of my employees um say to me that
they Oh God, what was the specific
thing? Oh, uh they had Oh God, how do I
say this without uh ratting this person
out. Uh they were creating something and
they felt that that something was not
being recognized because the when they
created it, they have to like go put it
in a basket. Just uh try to make this as
abstract as possible. They had to put it
into a basket. And once it got put in
the basket, it no longer resembled the
hard work that they had done. It was,
you know, getting battered about by the
basket. And I was like, meh. I'm like,
there are ways around that basket. And
the second that you're saying it's
somebody else's fault, um you're missing
an opportunity to take control and get a
better result. So, if you know that the
basket creates problems for you, then
solve for not needing to put it in the
basket. But don't just go, "Ah, well, I
do all this hard work and then I put it
in the basket and it just all breaks."
Like, that is a terrible way to move
through life. So, if young men are
looking at this and saying, "Ah, the
basket is ruining my chances." I'm just
saying, "Cool, then find a way around
the basket." So, um there is always a
solution. Yeah, there was literally
somebody in Discord who was talking
about that like, "I hate the Scott
Galloway interview. He only blames men.
It's women. The marketplace has changed.
There are gold diggers and this and this
and this." And he gave me a whole
diatribe about women are the worst
people in the whole wide world. And I
was like, "Women didn't all of a sudden
become the worst people in the whole
wide world." Like, they're
Back in it like my the best example I
always use is like rappers because the
first rapper ever did any like Sugar
Hill Gang, everybody loves that song.
The third verse is from somebody else.
He stole that verse, went into the
studio while they were recording. He
said, "Hey, can I hop on?" and recited
somebody else's If you think about it
when he I'm the T A S T, he spells
somebody else's
name. He doesn't even spell his name.
But people don't even like people didn't
even didn't even do that. So, it was
like all you had to do was just rhyme
words and you can become a a celebrity.
Rappers nowadays you have to produce,
you have to be a content creator, you
have to rap, you have to also be a
fashion mogul, you also have to have a
social media following, you have to do
five different layers of things to be as
competitive or as relevant as back in
the day. And I think that same thing is
true with the protein bars. If I want to
make a protein bar company, I can't just
be like, "Hey guys, no sugar." Right.
>> There's a thousand no sugar bars now. It
needs to be no sugar and organic and
this and it needs to come from Jesus.
Like, there's all these other layers
that now need to be added. So, for some
reason
>> launch that bar, Drew. The only thing
that could get me [laughter] back in
the bar by Jesus. Seriously, so we just
think with dating it's like, "What? I
have money. That's it." That's the only
requirement that
you have to be a little bit more
evolved. You have to also catch up with
the market. And I think we get too
caught up in the it's the basket's fault
versus no, how can you where can you
shine that you make you not need the
basket and that expansive energy again?
Yeah, there's uh just one more story to
back this up. So, you've got Kanye makes
I forget which song, the one that he was
saying he wanted to compete with Sexy
Back. He was like, "Oh, my girlfriend at
the time is a little too into Justin
Timberlake." So, he writes a song,
becomes a hit, I forget which one it is.
And he says, "I hear it in the club and
it's muddy." Now, he doesn't go [ __ ]
clubs don't know how to build acoustics.
He he to like every producer he can find
to figure out how to make his beat sound
like SexyBack sounds in the club.
Ultimately finds himself at Timbaland's
door who did it, and then Timbaland
showed him how to do it. But I always
thought that was brilliant. That's the
right way to respond. Oh [ __ ] the thing
that I made that is objectively amazing
in this environment, it has a problem.
So, how do I go and solve that problem?
And that is how I would advise people to
look at it. And listen, there going to
be some women that you do just write
off. They're too far gone.
Uh there's not enough interesting there.
I'm not saying you bump into the first
person that is female and you go, "Cool,
I'm going to make it work with this
person." You may have a rapid filtering
mechanism where it's like, "Yeah, you're
filtering out 80 85% of people and
you're narrowing it down to just the
people that haven't been completely
captured by that ideology, that don't
have a belief that it's just always onto
the next." They are going to be out
there and I'm not saying that it's not
more work. I'm just saying the way to
approach life in general is
oh, there is a problem. I'm going to
take complete and total responsibility
for that problem and I'm going to find a
solution because unless it violates the
laws of physics, there is a way around
this problem. And for people that
approach life like that, then it is
incredible the opportunities that will
open before you. If you run into a
problem and you stop, which is the vast
majority of humanity, then it's like
life sucks because you're going to run
into problems all the time. But if when
you run into a problem, you go like roll
up your sleeves, you get kind of excited
cuz you're like, "Oh cool, like I'm
going to find a way over, under,
through, around, whatever, but I am
going to solve this problem." We'll get
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now, let's get back to the show. So, we
talked about his sexual orientation.
Let's talk about something that's
actually like matters. This is his
comment about the Hitler is cool.
You said that Hitler was very [ __ ]
cool.
Are you joking or do you actually think
he was very [ __ ] cool? The the most
genocidal monster of
the last 150 years.
Yeah, the the thing is my generation
we're just done with the pearl
clutching, you know, we're we're making
a joke.
>> generation hasn't gone through what
Danny Finkelstein's family went through.
So, maybe the maybe the pearl clutching
has a way to go for families whose whose
family members mother
>> Actually, we
we got all that. We you know, me me mom
me mom like we're you know, I don't even
know who this person is. Why is this
person talking to me? This old British
guy is saying me mom got killed by
Hitler and he
>> doesn't find it funny when you say
Hitler's very [ __ ] cool. He finds it
I know you don't care. That's fine. You
don't have to care. But he does care.
>> guy care about America? Does that guy
care about me and my country and my
family? No, that guy just
>> This is the great tragedy of
generational gaps.
You don't feel like the other side
understands you at all.
Yeah, so that's at the Hitler is cool
thing to me is just stupid.
I think Nick explains the point like he
certainly is able to articulate exactly
what it is that they find cool. He does
I think a better job in another clip
that I saw of him where he's like it's
the cuts all the like hypie super cuts
of
Hitler leading armies and all that stuff
but it it is
it's the same way that I feel when Nick
talks about being a big fan of Stalin.
These are mistakes that history makes
over and over and just an godly number
of people die. So having some mental
defenses against those things is very
shrewd. Like there are things that the
immune system should respond to. Now
I'll admit we've had a cultural immune
system for the last 30 or 40 years that
has responded to gluten as if it's a
brain parasite and that's dumb
but that doesn't mean that there aren't
actual brain parasites. It doesn't mean
that there aren't actual things that the
immune system should be responding to.
And so when I hear him talk it's like
okay we had an over active immune system
that did really bad things. And so now
just shut off the entire immune system.
Everybody's cool. Like it's funny it's
hilarious.
Uh look because of my time with and by
the way I hate it when people say that
Hitler was the biggest um
progenitor of genocide that we've had.
Do Do people not know who Mao is? Like
do people not know who Stalin is? It
That one is traumatic. There's something
about the Hitler was horrific. He's one
of the Mount Rushmore of monsters. Let
me be very clear on my stance on Hitler.
Uh but man people just do not seem to
know that Mao and Stalin existed.
Or if they do, they seem to think that
Hitler somehow is outpacing them. Hitler
burned really bright, really fast, and
he ran a PR campaign for his [ __ ]
And we, like, knock-knock,
like, you lose, we take over your [ __ ]
so we got all the paperwork, so we could
like really point to it. But, dude, Mao
and Stalin were orders of magnitude more
efficient at killing.
And it's just getting lost by history,
which is why I feel the way that I feel
about Mom Donny.
So, let's jump over across the Pacific
and head over to the Asia, China,
Taiwan, South Korea triangle, rectangle,
isosceles.
>> Wow. Isosceles, that won the award for
word I did not expect to hear.
>> the last time you heard about isosceles?
It was such a big deal in high school.
>> [laughter]
>> We we cared so much about isosceles.
Okay.
We talked about Japan and China like
sharing words, trading barbs.
It all started at the G20 summit. China
and Japan didn't have a meeting. When
they talked to the Japanese new PM, she
said if something happened in Taiwan,
it'll be an existential threat for us
and we would have to join. China didn't
like that. China said, "Watch what you
say."
Don't be talking out the side of your
mouth. And then Japan was like, "All
right, it's cool. I ain't going to say
nothing, but just know I'm not playing
that game." And then China was like,
"Oh, we conveniently now have military
exercises we need to do right around
y'all." Mhm. And then Japan was like,
"Wait a second, if y'all do do something
to us, America's going to jump in." And
Trump act like he didn't hear that cuz
he was like, "I'm in Venezuela. I don't
know what you're talking about." And
then now China
has accelerated those military exercises
so much so that they even locked on to a
Japanese plane
as they were kind of exploring those
waters once again
when Japan condoned China. China foreign
minis- the China foreign minister said
something that I think was hilarious.
He said on the eve of the 80th
anniversary of the end of World War II,
Japan, {quote} "as a defeated nation,
should act with greater caution."
So, I think that that is hilarious as in
like, "Hey, bro, I think you should just
remember where you came from
so that way you don't have to go back
there." Yeah.
For somebody so close, that's the
equivalent of Canada being like, "Hey,
America, like Civil War was a couple
weeks ago. If you keep acting, there's
going to be a new North and South beef."
I feel like we wouldn't respond clearly
to that. Right now, Japan and China
relations seem to be at a head. What's
your take on the region? I haven't even
brought in the Taiwan of it all yet, but
just so far, it just seems like they're
trading quips back and forth. I don't
think there's anything real here. I
don't think that we have to worry about
something really getting out of hand.
However, when you've got nations that
have the kind of historical beef that
they have,
uh don't think that these are just like
passing words of one sort of unhinged
guy in Beijing. Like this this is real
historical beef. These guys hate each
other. So, I think Japan will ratchet up
military spending. I think they are
going to take this very seriously, but I
also think that Japan is in the middle
of real economic trouble, and it is
entirely possible that over the next
decade or so that we watch Japan really
start to slide into economic problems.
And when
countries slide into economic problems,
they can be a backwater for a hundred
years. Like this isn't a thing that you
pull out of very quickly. So, do I think
China is going to conquer Japan? No,
because I don't think they want that
kind of smoke. Uh will they force Japan
to sit down and shut the [ __ ] up if they
feel like it? Yes. And what that would
take would be China being economically
strong enough to move on Taiwan,
and Japan being economically weak enough
that they can't really mount a military
uh um
like to be a big enough problem for
China. So, I think in that case China
would understand there's no need for us
to go in and conquer
um Tokyo. We're just going to show them
diplomatically on the world stage
they're completely irrelevant. We will
humiliate them at every turn and if
they're not economically strong enough
to deal with it, [ __ ] them. That's
basically how this will play out. But
going and conquering a nation unless
they have resources that you really
want, that is a lot of headache, dude,
cuz they're going to blow stuff up
constantly. They're going to kill your
soldiers constantly. Like they'll just
guerrilla warfare that [ __ ] And listen,
Japan isn't who Japan used to be, but
don't forget that Genghis Khan, the
Mongol army cuz I'm I'm not sure if
Genghis was still running it at that
time, but the Mongol or army attempted
to invade Japan twice and lost both
times. It's like the only place they
couldn't conquer. So, when the Japanese
are properly motivated, they defend the
homeland. So, that's not who I'd want to
be trying to sit on top of uh and
keeping calm. So,
yeah. Again, I think the big concern
here is that Japan ends up destabilizing
itself economically and just
just goes backwards. Um they're already
going economically backwards over the
last 40 years they have. Uh so, that
scares me, the escalating of that and
then that reverberating around the rest
of the world. The real thing to watch
out for is China moving on Taiwan,
reunifying, and that calling into
question whether the US is going to step
in or not. Now, the US is already
undoing its international reputation.
So, I don't know if we have the
incentive
to back them up the way that the um you
know, historical agreement would lead
you to believe that we're going to.
It's possible that we actually pull out
of NATO. I don't know that it's likely,
but it's certainly possible. And if we
do that, we send the same signal that we
would send by not backing up uh Taiwan,
which is if you think you're our ally,
if you don't have relevance to us right
now,
Don't count on it.
>> backing out of NATO is pretty much
telling the EU you're on your own. You
got to boss up and do your own thing.
Like
>> Yes. So, basically what happens is World
War crazy
uh Germany's doing its thing. We team up
with truly one of the greatest mass
murderers of all time, Stalin, and uh we
win. And Russia pays a huge price that
is often by Americans completely
overlooked. But, Russia pays a huge
price. They just throw an ungodly number
of people at stopping the German uh
march in Stalingrad. And after the war,
we then divvy up essentially Europe. And
they then reveal themselves to be just
absolute monsters. And now it's like,
"Hold on a second. Like, Russia is not
playing by Western rules at all." And
so, Russia starts getting very powerful.
Europe starts getting terrified. And so,
we as the big brother walk in and go,
"Listen, we got you. If Russia ever
moves on you, we will [ __ ] Russia up. We
Article 5 guarantees we will come and we
will protect you." Mhm. And so, we end
up winning the Cold War. All is well.
Now, obviously it's a very different
world, but
that like we're the world's big brother,
we unfortunately have printed our way
and debted our way into just not
realistically having the appetite for
that anymore because
for us to pay for it would be just
continuing the trend that we're on now,
which is inflating our currency into
meaninglessness.
Uh so, we know that that would cost a
ton of money and cause us to print just
ungodly amounts. And then the populace
would not stand for it. So, um yeah.
That's where that we're almost certainly
going to send the world that signal
anyway.
It could happen over Ukraine. I need to
look more deeply at what's going on
right now, but it looks like we've got
Zelensky killing the peace process,
Europe wanting the peace process dead.
This could be the perfect time for Trump
to be like, cool. You guys want to do
your thing, do your thing. I'm over here
trying to stop this.
Putin acknowledges I'm trying to stop
it. You guys are trying to prolong this.
All right, well, if you're going to act
without us, then you're going to deal
with the consequences. And so he would
have the political cover that he needed.
He's still going to be called a coward.
People are still going to say that like
we betrayed our agreement with them, but
he'll have enough cloud cover but
between
just so many Americans calling for
America first, more people now calling
for America only, him trying
legitimately it seems to actually end
the war and that being rejected. So it's
like, hey, we we are willing to be a
sensible partner. We are not willing to
put troops on the ground. I think
everybody understands and I think that
that would be very popular.
And so if I'm Taiwan and that happens,
I'm like, uh-oh. Like how relevant are
we to America right now? And if not
relevant enough, given the power of
China, odds that America does anything
other than be like, hey, we got a ton of
weapons if you want to buy some. We
really wish you guys well, sending
thoughts and prayers.
But us rolling up on the beaches of
Taiwan to block China,
not going to happen.
I thought war was good for the economy.
Like it gives young men jobs and for the
economy
if you win.
So if you're just sending something
over, so like here's how war, here's how
World War II was phenomenal for America.
Phenomenal.
All the countries that are getting
bombed are all in Europe. Not other than
Pearl Harbor, literally nothing happens
to the US. We're just out of the way. It
doesn't matter. Nobody's coming for us.
Um we also become essentially the
world's gun shop, and so we're selling
weapons like crazy to Europe, and Europe
very quickly realizes that, oh, we're
not going to be able to win this war
without the Americans being willing to
send all this. We were an industrial
powerhouse, and so now we go, "Hey, your
cars, they're selling. I'm not saying
they're not selling, but
let's switch that over to tanks, to
airplanes, to boats. Same factories, now
we need double, triple the output.
You're making money hand over fist,
guaranteed contracts. You got four,
five, six years of conflict. And so it's
like, man, can you So this is how
Disney, by the way, survived. Disney
made cartoons for the war effort.
Uh-huh. So it was like anybody that had
a government contract was going to make
it through that period well.
And so it's guaranteed revenue. You're,
you know, you've got you got the
biggest, deepest pockets in the world
telling you, like, yeah, don't lose
workers right now. Like whether you've
got
things coming off the line or not, just
keep your workforce. So paying the money
for all that, like it's That is your wet
dream as a business owner is that you've
got a patron who's just like, no matter
what, keep max capacity. So um
that ends up creating that boom, and
also it drew women into the workforce.
So men are off getting paid to be at
war, also getting the GI Bill that
they're going to leverage once they get
home. Women come into the workforce,
they're now getting paid. And so it ends
up being economically amazing. Plus the
world now owes us a ton of money, and
we've come out of this in really great
shape, owning essentially all the gold,
which allows us afterwards to become the
world's reserve currency. Now, wars can
be
terrible.
Iraq,
Afghanistan, like the losing a ton of
money
and you're having nothing to show for
it. So that you're like your defense
contractors are still making a lot of
money and they love it. But in terms of
being good for the general economy, not
so much. Yeah, let's dive into that.
Like what Japan's ills are cuz I'm
seeing nearly low interest rates,
inflated money. They've been pumping
currency and it seems like they've been
I don't know I don't want to say
surviving but how have they been able to
keep up this charade? So part of it is
that they have a culture where everybody
just agrees that
we're not going to do things that are
bad for the homeland. And so they don't
sell their debt to foreign purchasers,
they sell their debt to the Japanese.
And then they go, "Listen, you're
holding a lot of debt, super precarious,
but we need you to buy more." And so
then people do their patriotic duty and
they buy more. And then they don't want
to dump their stuff back onto the market
cuz they know that that would create a
problem. So that's part very much an
oversimplification, but that's part of
why Japan has been able to rack up a set
of 130% where everybody else tears
themselves apart cuz remember when you
cross the 130% debt to GDP ratio, it's
not like anything mechanistically
breaks. It's that people get mad because
the wealth inequality is going so crazy
for a very simple [ __ ] reason. Most
people do not understand assets so they
don't own assets. And assets are
inflation resistant. So as your country
prints a ton of money, the rich get
richer and the poor get poorer. And if I
could just get everybody to understand
that basic mechanism and get everybody
into assets, then the world would look
very different. But alas, you don't and
so you get the wealth inequality. The
wealth inequality is what creates the
anxiety and the bitterness. That's what
manifests as revolution. That's why
you're not conquered from the outside,
you fall apart from the inside just
because you have so much infighting.
People are so bitter. They hate each
other so much. The left and the right
just literally want to kill each other.
And so,
>> [snorts]
>> yeah, you just weaken yourself. Now,
we're in the unique position of not only
tearing ourselves apart from the inside,
but we're in Thucydides' trap. And so,
that makes it worse because you also
have an external enemy that can create
problems for you. Mhm. God, it's so
funny how
um
I so I bumped into a guy in New York,
former guest on the show. Ha.
I'll laugh if he listens to this.
Uh and he was like, "Oh my god, it's so
good to see you. I really love your
content. Very doom and gloom."
And I was like,
"Do you want me to lie?" Like, I don't
know. It's like, "Listen, if I hadn't
gone down the path of economics, maybe I
never would have ended up here." At at
just to remind people how I ended up
doing economic content, COVID hits, I
had just, like in the last few years,
had 1,000 employees that grew up in the
inner cities. They were I thought they
were all about to get wiped out. I
didn't know what money printing was. So,
I thought, "Oh my god, they're all going
to lose their jobs. This is going to be
terrible. I know and love them. I want
to see them do well."
I'm like, "In my small way, what can I
do?" Uh let me make some content that
will help them understand how to buckle
down economically so that they can
weather this storm. Obviously not
thinking only of them, but thinking of
the tens of millions of people that are
just like them. So, I'm like, "Cool. Let
me make this content." Then I start
making that content, and I just kept
finding like new piece of information.
I'm like, "Wait, this does not work the
way that I thought this worked." And so,
as I begin to unravel that, you suddenly
you have the Scooby-Doo moment where you
realize, "Wait a second. Like, these
politicians are stealing." And so,
that's when you're like, "Hold on. Like,
the economy is not at all what I thought
it was. That investing money,
certainly if you've already made money,
investing money is like the most
powerful thing that you could pay
attention to. And then you just keep
finding stat after stat after stat about
how
the sense of malaise that we have today
is all economic. And so, anyway, I don't
know what else to say. It's like all of
this stuff is avoidable, and so I want
to talk openly about it to make sure
that we avoid it. It's avoidable
systemically at the level of society,
and it's avoidable at the individual
level. So, basically, all of my deep
dives go something like this.
Uh hey, big problem, this thing's about
to happen, future's very uncertain. I
don't know that we'll be able to
convince everybody, so the last section
is always going to be what you as an
individual should do. Now, keep in mind,
in 2025, at least until the correction
happened, I was up millions of dollars.
Like, investing is [ __ ] real. Like,
you can just make so much money
investing. It's wild. So,
uh I get it. People it it is not an
unwise way to navigate the world to just
assume that everybody's a dirtbag. Fine.
If If that's your guiding light, you're
going to look at me, you're going to be
very cynical. Uh another way is to
remember I've been broke a lot longer
than I've been wealthy, uh that I
realized that by changing the set of
ideas in my head, I was able to make
myself wealthy, and because I like to
see other people succeed, I like to tell
people how to succeed. And then, by the
way, it also creates a multi-million
dollar company for me, so yay. It's like
literally a win-win-win-win-win-win.
Um but, I really do want to see
individuals get out from under the
lunacy of a system that is both
sort of just dumb, and then second, also
has people that understand precisely how
the economy works, precisely how to get
money out of the most vulnerable people
at a systemic level.
And so, if I can help people get out of
that, I will.
>> [snorts]
>> Hm. If so, fact over that. We'll be
right back to the show, but first I have
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show.
All right, let's jump over to this
SpaceX IPO news. This is going to be
ground changing it seems like. Um for
those that don't know, Elon announced
that SpaceX will IPO in 2026, but
something that we're that's getting a
lot of attention is its valuation. It's
estimated to be valued at 1.5 trillion
dollars. That's 65 X of value. That is
not a revenue. That is not a typo.
Boeing trades at 0.7, Lockheed at 1.5.
SpaceX is demanding a multiple that
never existed in the aerospace ever.
Um at the 1.5 trillion uh evaluation,
Elon Musk's become worth 630 billion.
That means that him alone that one man
alone will be will be worth more than
the GDP of Sweden, Poland, and Belgium
combined. All the countries that Trump
wants people to come from.
Um
and the one thing that I think jumps out
to me as well
is that um 8.5 million Americans already
depend on Starlink for internet. By IPO
next year, that number crosses 10
million. A constellation of 7,600
satellites, 65% of everything orbiting
this planet right now belongs to one
company. That is so insane. So, uh as a
PSA to anybody out there,
become an engineer.
Become an engineer. No, I'm not kidding.
Like when you can engineer, so first of
all, uh you are literally thinking up
from physics. And
once you understand the rules of
something, this is really what I'm
trying to do with Kaizen. I want to
create a world that is built on rules,
so that once the player understands the
rules, they can change the world. That's
true in real life. Once you understand
the rules, you can change the world. Uh
and that's what Elon is doing. And the
when people audit what makes him
successful, one of the things that
always comes back is that he stays close
to the engineers. So, not only is he an
engineer himself, but he stays close to
the engineers in his company.
>> Mhm. Uh and because people
because money's being printed, the
people that understand assets are
flooding into assets. And he is an
engineer that is able to build more
things than any human ever in human
history. I believe that that is just
beyond true at this point. Uh certainly
the the largest number of consequential
things. Um so, now you've got a scenario
where you can seek refuge from money
printing in this sort of
once in a hundred years, once in two
hundred years kind of person
in the public stock markets. And so, you
get these just completely unhinged
valuations. Uh when you remember that
when you get a 65x, what you're saying
is we're going to pull forward 65 years
worth of revenue at today's rates into
the present. Sheesh. And that I mean,
he's about the only person that's been
able to execute at that kind of level
and actually make it work just because
he grows it so much. But this is
basically people betting on um space as
the next frontier for data centers and
AI.
And it's like, what's ha- Okay, so Drew,
when I write a deep dive like the one
that's coming out on Monday about um we
have 900 days left of capitalism.
>> Mhm.
Part of me is like, okay, this is a
it's possible and therefore I don't feel
bad putting that in the headline.
But, you know, is it a bit cheeky? Like,
is this really going to be more like 5
or 6 years? Maybe, and I certainly leave
myself open to that.
And then I hear interviews like the one
that you just queued up
and I start talking about uh SpaceX
getting a 65x
on revenue now because of data centers
in space.
That [snorts] this isn't a crazy idea.
This is something that is going to
happen. It's going to happen very
rapidly. I start going, do we have 900
days?
>> [laughter]
>> And so, I'm With Elon going zero to 100
on the Tesla clusters in a Memphis, how
he just, you know, built that cuz that
like that. Who knows?
>> There's that. There's also, I forget
what company it was, but there's a
company that claims they've already done
AGI.
Odds are probably not, but if they're
getting like a big enough step ahead
that it's worth putting out that press
release and you're not just going to
look like a clown in 60 days, um that
tells you that, okay, we may have just
taken another step function um move
forward.
>> Mhm.
You've got the TPUs being created by
Google, which are proving to be
incredible. You've got, I think they're
called Blackwell chips that are coming
out from Nvidia in 2026. Those are
supposed to be like a leap forward from
where we're at now. So, it's like, oh
man, like the the change is really are
moving fast. You're normally limited by
material science. That tends to be the
thing that puts the brakes on this, but
when you've got Elon able to build these
like super coherent data centers, that
laser's the only thing that travels
faster than a laser through fiber optic
cable is a laser traveling through the
vacuum of space.
And so,
you've got Elon able to put
tonnage into space very, very fast. Um
you've got
that same guy building the largest, most
coherent data centers faster than
anybody by orders of magnitude, taking
it from like 4 or 5 years down to like
18 months or something.
>> Yeah, and you did the math on that.
>> So, it might even be less than that. So,
it's like it's just it's
>> With re- with reasonable rockets, so he
could just be taxiing them things up
there. Which is how he's put 65% of the
tonnage into space. I mean, it's just
it's really, really crazy. And so, I
I'll I'll give everybody the mental
framework that I use. I still have
anxiety about this, though. But so, I'm
I have a rule in my life that I never
stand still.
That rule has cost me millions of
dollars, and it's made me hundreds of
millions of dollars. So, it's like on
balance,
it's better, but like in the times where
it cost me a lot of money, I'm always
like, "Ah, God, do I revisit this rule?"
Uh but anyway, I have a rule that I do
not stand still. Okay, so,
uh have rule, don't stand still. AI is
coming at me like a tsunami, but I still
have this rule that I don't stand still.
And I tried to address this in the
upcoming deep dive by saying, "Listen, I
think that we're going to go through
this crazy transition period, but you
have to invest today Yeah. because the
future is unknowable. So, you've got to
invest today, otherwise I guarantee
you're going to get eaten by inflation.
So, you've got to invest today, you've
got to invest in what makes sense for
today. Now, you need an eye towards the
future, but you've got to do something
today. So, I'm building my video game.
I've got this target now of 23 months,
obviously going down every day.
I feel very comfortable that we'll be
ready for early release by that point.
But, I don't know that video games will
be relevant at that point. And so, it's
this really weird like as I try to track
where technology is going to be when I'm
ready to launch,
I'm like, are people going to be
prompting games at that point? I don't
know. And so, it is only that standing
still is the only way to guarantee that
you get hit by the truck. So, I'd rather
be hit by the truck of, "Yeah, I just
couldn't see the future clearly enough."
And so, fair enough.
Um but, I don't want to be standing
still. I highly encourage people to
formulate a similar thing cuz being
anxiety-ridden and standing still,
that's never the winning path.
Um but, it is possible that 900 days
from now that capitalism doesn't really
make sense in the traditional sense,
that um
the way that we think of technology
doesn't make any sense. Like, I'll give
you an example.
Um once agents become real, you probably
won't interface with your computer.
Your AI agent will interface with your
computer. And I could definitely see
that in the next 3 years, where
you go from sitting at a computer like
click-clacking, you know, call it 6 to 8
hours a day to zero.
And you've just got a thing in your ear
that communicates to your phone that
probably won't be made by Apple cuz
those guys are [ __ ] AI [ __ ] but
made by somebody. You're talking to it,
it's talking back. The conversations
feel completely natural. You're looking
at the screen so you can see that what
you want done is actually being done.
You just say, "Do this, move that, tweak
this." And it's just doing it. And um
Google just launched a prototype of
their glasses. It's connected to a puck.
It's kind of like the Apple Vision Pro,
but like
glasses.
They look a little awkward, but like if
they really
offer a AR VR experience in a glasses
form factor, and those are out in 2026,
by 2029
it's just like it's really kind of crazy
to think how we might see
15 years worth of normal advancement
play out over the next three.
And again, the only assumption that I
have to make for that to be true is that
AI doesn't asymptote. Now, that's a
fancy word for it doesn't hit a ceiling.
And if you really can simply add more
chips and write more efficient
algorithms, and it just keeps getting
smarter,
the world will be it won't be
incomprehensible in 3 years, just
distribution chains and things like that
take too long. But the way that we
interface with our daily lives will be
radically different.
And I know this is one of my favorite
subjects, and I run the risk of talking
about it too much.
But at one point, we had 100 people
working on Project Kaizen. We now have
like six.
I have one artist. And I'll go in AI, I,
me, the CEO, I'll go in AI, and I'll
create a character.
And I'll give it to him, and I'll say
get this in the game.
And I mean, he can have an ugly version
of it in the game that day.
And
call it a week, and it's like, cool,
it's refined, it's working.
>> [snorts]
>> Bro, I went from 100 people and it
taking like 3 months to like really make
a meaningful insertion into the game, to
I can do it in a day.
3 months, 100 people,
to two people and a a
That's in the last 4 years.
Where are we in That's in the last 3
years. Where are we in 3 years from now?
Like it's That That one is really hard
to wrap my head around.
>> I want to ask you about that, too, cuz I
think we're at the cusp of two things.
On one hand, we have the CEO of Scale
AI, Eddie Chen, saying that he's worried
about LLMs because they're turning into
social media companies, feedback loops,
algorithm. They're trying to keep you
typing and asking questions as long as
possible, as opposed to solving novel
first-world problems.
But on the other side, we have Sam
Altman, who put a code red out on his
company and said, "Forget agents. Forget
ads. We need to beat Google. We need to
beat Google." And to me, that is the
start of every Terminator movie, every
AI like, "I'm about to be broke. This is
my whole life. Effort AGI, it's not
ready yet, sir. We need a couple more.
Forget testing. It needs to go out live
now." And then it takes over. Like, you
know what I mean? Yes. It's It's one
>> I know precisely what you mean. Yeah.
So, it's one of those things where it's
like, what's that balance between
they're going to try to baby step it to
maximize the revenue for shareholders
and make the most money and make
>> always They They may have thought they
were being honest because they may have
actually felt it at the time, but those
are not the incentives. Mhm. Game theory
tells you the truth of the human
condition, and game theory says any
technology that promises an advantage
over others It doesn't say that part. It
just says advantage, but what it means
is advantage over others will be
developed even recklessly.
So, I'm just like,
God bless Elon for trying for whatever 5
years to get the government to pay
attention. Remember, the vast majority
of people cannot understand complex
ideas. And then on top of that, they
don't have time even if they can
understand it. And then if they're a
politician, it's all about gain and
retain power. So, that thing way off in
the distance that nobody understands yet
does not matter even if it's like
Earth-ending. I'll remind everybody that
when they were about to test the first
nuclear bomb, they knew there was a
non-zero chance that it would ignite the
entire atmosphere and kill every living
thing on the planet and they did it
anyway.
So, um,
yeah, the AI is going to be developed if
not by you, by someone else.
And so it's like the I hate to be a sort
of
fatalist about it, but I am.
It's like it's not going to be stopped.
You might be able to slow down here, but
you're not going to be able to stop it
everywhere. Unfortunately, that that
that game is done. So, now it just
becomes a question of cool. How do you
deal with the transition period? I'm not
a big believer that AI is going to have
the need to enslave us if it becomes
super intelligent. That's us I think
just painting the stuck in a body
mired by evolution. Really everything
was tooth and claw, but the AI is going
to be like
there's abundant resources. Everything
that we want to create, we can create.
So, I don't know why. Like if we started
to [ __ ] with them, like then maybe they
would neutralize us, but anyway, I can't
figure out. I know that they will have
an alien intelligence. So, any guess
that I place upon it is going to be the
guess that's limited by my human
cognition, but anyway, I don't spend a
lot of time worrying about that. I spend
a lot of time worrying about how I make
sure that my life has meaning. That I
worry about a lot.
I don't see an escape from that. That is
hardwired in the human mind and most
people are going to implode. Now, the
good news is that I love Minecraft. So,
I'm very self-directed.
So, I won't need to be on rails, but
the transition will be hard. I've to
fall in love with something new.
And while I'm capable of it, it's never
the thing I want to do. Yeah. There's
like an emotional impulse. I was talking
to like a buddy of mine who was just
like, I just want to say F all
computers, F all technology. I just want
to go grab a wrench and be a mechanic.
Like I want to just opt out of the AI
technology and be the master of the atom
world and kind of let the uh world kind
of eat itself for a little bit.
>> Yep. Is that the right impulse if you
were talking to a 25-year-old or
something like that?
>> impulse?
>> But, you know what I mean? Like It is or
opportunity, maybe not impulse, but like
cuz right now this tsunami is scaring a
lot of people. And to your point of not
standing still, there are people right
now they're at the beach and they're
like, "Okay,
that wave is way bigger and it's way
closer than the last one.
My car is right here, but I know I can't
drive out here, but there's this speak
like they're trying to figure out what
their next move should be and they're
kind of stuck on that beach.
Would that be at least a correct next
step? What do you think that is?
>> are There really are only four paths
before us.
And so, the path that he's choosing is
basically the all human all the time
path. So, path number one is um
do drugs.
Path number two is you become the like
this is just about humans for me and I'm
going to go do my human thing. Uh so, I
move out into the woods, uh revert to
90s technology, like that kind of thing.
The new Amish, as I call them.
Uh path number three is go to Mars. So,
uh you just played one game of your We
are literally in an open-world survival
crafting game. The reason open-world
survival crafting games, Minecraft being
the most famous,
are what they are is because evolution
has hardwired us to do that, to seek
resources, to build things, seek safety,
all that. And so,
that's real life. You just won it. You
created AI. Well done, humans. Uh and
so, like any gamer who just loves games
too much, you just go play the next one.
You start back at ground zero and you
know what you have to do. You have to go
build safety,
get access to the resources, build
things up, try to get laid, like and so,
it'll just reboot on Mars. And I think
that a very meaningful subset of
humanity will do that. And it will be
like playing life on hard mode. So,
basically, the new Amish revert back to
the '90s. The people that go to Mars
revert back to like
the 1700s
>> 10,000 years ago. Yeah, 10,000 years
ago. Cuz it's like you're you're going
to a planet where you have nothing. You
can't even breathe yet. You've got to
like oxygenate or build little hubs and
stuff like that. So, it it will be just
absolutely wild. And then the fourth
one, and this is where I fall, is
um I like to say build and explore
virtual worlds to comfort me that I'll
still be able to create, which is the
thing I find most interesting, but it
may just be that the um simulation, the
AI, creates the simulated worlds for me.
And then I just go explore each of
those. That speaks to my personality.
I've tried to think of another path.
I think that's it.
>> I I think that would [snorts] be
applicable in 10 years.
But I think right now in this transition
part everybody's kind of just on inks.
Everybody's already sorting into one of
those shoots. That's the thing. So, uh
look, it in in the moment now, there is
still head buried in sand, so I'm just
playing the game I'm in right now and
not thinking about it.
So, it's just that bucket doesn't have a
future, but it it might get you a
decade. Like, yeah, this might First of
all, everything always takes longer than
we think it's going to take. Nothing is
ever cool as we think it's going to be.
Nothing is ever bad as we fear it's
going to be. We dropped two nuclear
bombs on Japan. They just sort of got on
with it. So, it's rare. Won't say that
it can't happen, but asteroid struck is
pretty bad for the dinosaurs.
Uh so,
but it's pretty rare that something goes
all the way to like truly cataclysmic.
Um it'll just be a slow unwinding. We'll
all get used to it.
But, it'll be weird very, very fast.
This story is heating up and it's taking
international It's starting to get
international attention.
Um
Australia has officially started its
age-restricted social media ban. TikTok
and Instagram. Here's the complete list
[snorts] Australia's ban for young users
went to a
They are banning Facebook, Threads, X,
Snapchat, Kick, Twitch, TikTok,
Instagram, Reddit, and YouTube.
Um
I understand the intention behind this.
Do you think that this will have the
intended effect? I know there's no
solutions, only trade-offs.
That's [snorts] right way to think about
it. Um
God, this is one where all of those seem
fine to me except YouTube.
YouTube is just too educational. Like
there's
God, so much I can learn.
Uh so, will it have the intended effect?
Yes, I think over time the odds that
society must restrict kids
under 16 seems like a reasonable place
to start from engaging in social media
is basically 100%. Like you just bro,
the things we're seeing it doing to kids
is so brutal.
So, I don't see a way around that.
People are going to have to find a way
for kids to sensibly engage with
things like YouTube. Like I don't know
that you need to be on Instagram or
TikTok, but YouTube is Like when I think
about how much
I've learned about economics from
YouTube, it's extreme.
So, YouTube is the outlet through which
I learn most things. It also strikes me
as the harder of them. Like if you said
you couldn't have Thank you. That you
couldn't have your own YouTube channel,
uh maybe I could understand that. But,
anyway, we we will have to come up with
something to protect kids. Is this the
right play? I'm I'm they're running the
experiment, so we'll get to find out if
this actually is positive or negative,
Uh and if it even works, but we have to
do something. The developing brain needs
to be protected. And right now we are
not protecting it from shortening
attention span, which I think is
terrifying. We're not protecting it from
bullying.
Um
When I think about to bully me in
school, people had to like actually come
up to me.
>> Mhm. And I remember there was a kid who
came up to me, it's probably 20 years
after I graduated high school, and he
came up, he's like, "I just want to
apologize." And I was like, "Oh [ __ ]
for what?" And he was like, "I was so
mean to you." And I was like, "Bro, if
you were, I had no idea. I never found
out about it." So it was like, it didn't
bother me in the slightest because I
never knew. And so here was a guy that
was carrying enough guilt about it, but
like on social media, it lives forever.
It travels like wildfire. It can reach
you in your bedroom. It's like, "Oh,
that's rough." So yeah, I
in thinking about like, what would I
have done if I had a kid? I there's no
way. I don't care how much they
complained, I would not let them have
social media until they were 16. No way.
Now, if people think that I would buckle
and break, you know not my personality.
Um
But yeah.
I'm thinking 11, 13, 14 year olds.
Is there a net positive for them being
on social media?
On balance, if you have a sensible kid
and parents that have very strict rules,
yeah. Like I don't think this is going
to be
This isn't like a necessary problem. So
take somebody like myself. I do not have
an addictive personality. Obsessive,
yes. Addictive, no. So if I think like
part of the reason that I stopped taking
my phone out is years ago when I'm
{quote} {unquote} bored, not that I
never do it, keep in mind, but um
it's pretty rare, is because I was like,
"Uh uh
I don't want to be in a position where I
feel the need to pull that out, that I
can't be meditative or contemplate uh
contemplative.
Um that it the whole idea of all of the
world's problems is man's inability to
sit alone in a room.
>> Mhm. It's like I never wanted that to be
true of myself. Uh so, if you've got a
kid that has that kind of vibe, then
yeah, if the parents put rules in place
and they sort of get it and they're not
like um super swayed by peer pressure,
they'll be fine.
But, the vast majority of kids, first of
all, don't have a prefrontal cortex,
they can't stop themselves, they get
into these dopamine loops, and they
literally are like little addicts. So,
um I certainly wouldn't have wanted to
be tested when I was a kid. Um so, yeah,
I I think that while nothing is ever
going to be universal, so it's not
universally bad,
uh and there's certainly a lot of good
to be had, and again, I'm
I'm uneasy about the YouTube one. Mhm.
Uh but, yeah, I think I get what they're
trying to do.
Yeah. And then, somebody in the chat
said, "Well, what about like Xbox and
gaming? Should that be included in this
ban as well?" I wouldn't, but I do think
parents need to put limitations on it.
>> Yeah. So, um
growing up for me, it was like I could
play for a while, but I had to go
outside and do things, which that's just
like, first of all, I grew up in a
wasn't quite rural, but it certainly
wasn't suburban
uh area, and so, that was
there was a lot to do outside and I
could do it safely. And so, I know that
that's not true for a lot of people.
Um but, yeah, gaming is uh I have a
massive bias, so people can discount
away, but keep in mind I ended up here
with this philosophy long before I was
making a game. But
I mean you can look at neuroprotective
stuff. You can look at doctors perform
better in surgery if they're also a
gamer.
The way that lets you reinforce
goal-directed behavior, all that stuff.
I think gaming is great, but anything
can be overdone and gaming is certainly
on that list. So
not letting your kids play for, you
know, 6 hours a day,
that's going to be a very wise thing.
Yeah, Montez talked about what's not
being talked about is how it will be
enforced. That's actually something very
interesting. Children and parents will
not be banned, but instead social media
companies who allow a child to break
through will get fined. And the fines
are upwards of the tens of millions of
dollars. So I kind of appreciate this
kind of inverse incentive. So these
social media companies now have a
obligation to make sure kids don't get
past it because they're going to be like
charged the bill based on all of that.
Yeah, we basically just moved it from 13
to 16.
So cuz right now social media companies
can't create an account for you if
you're under 13. Now the people with
digital ID concerns, that's very valid.
That we need to watch out for.
I feel like it's funny though cuz I like
I understand it you know under 16,
that's the rule. But I feel like as a
kid that's just like, okay, challenge
accepted. Like I just need to figure out
a way to get over that. Whether that's a
VPN, whether that's a AI face app swap,
like there's going to be something that
I don't know. I maybe I'm just a
rebellious kid, but a lot of times when
those artificial limits are placed on
things I'm like, okay, how can I get
over this thing? How can I surpass it? I
still want to get to the thing.
>> that a lot of kids are going to do that
for sure, but like anything it just you
give parents another weapon to say,
"Listen, you're not allowed to have
that." So for me it worked when my
parents said, "You cannot drink until
you're 21." Just end of story, it's
illegal, it's bad for you, you're going
to do something stupid that you regret.
I was like, okay, cool. I didn't have my
first drink till I was 26.
So,
it works for some people. For other
kids, like I had friends that I would be
at their house, so I saw with my own
eyes at 12 and they're drinking.
So, it's like it obviously didn't work
for them or their parents gave them a
very different message. But,
just because some people are going to
get around it doesn't mean you don't put
the rule in place. So,
and kids are going to kid. They're going
to find ways around Many of them are
going to find ways around it. It is what
it is. Yeah.
Um
Andrew in a chat says he hates YouTube
is the bane of her existence. Amazon has
it as like unscripted TV. There was one
like interesting thing I noticed is that
when I forgot the kid who opened up the
toys, Max Toys or something like that.
Ryan's toys, yeah. He was the biggest
YouTuber for a couple This was right
before the misbeastification happened.
And I think that kids then became They
didn't want to play with toys, they
wanted to watch other kids play with
toys.
>> crazy to me. And I remember like arguing
like with one of my like
one of my friends about it. We were
like, all that bunch of stuff. She's
like, yeah, these kids are weird, they
just do that, they just watch other kids
play with toys. When I was young, I
wanted to play with toys. And I was
like, well, it's kind of like you
watching the Kardashians. You don't go
out and talk to your friends. You're
watching other people talk with their
friends.
And then like the table kind of got a
little bit quiet and I'm just like,
it is so but I'm not saying reality TV
isn't a good or a bad thing, like
whatever different strokes different but
that has as we're seeing as the men who
are capping for Nick Fuentes happened,
that has also skewed how women look at
life, what women deserve, what they
think based on these values. Are we
doing that same thing with kids in a
different way? Of course.
>> to just, you know, Do I think there's
some blanket thing happening to kids?
No. But, do I think that every piece of
media ever created that ever will be
created in some way informs your frame
of reference? Of course. that's
precisely why I want to make video
games. I want to tell kids one idea over
and over and over. If you work hard at
something, you'll get better at it. Like
that's the idea that I want to
indoctrinate children with. So, yeah, I
am well aware that that kind of thing
really does shape people.
So, yeah, that you're making something
entertaining. Shorts are entertaining.
You've got an entire global ecosystem of
content creators making the one funniest
thing that they could show you, most
poignant, most insightful, funniest,
whatever. And that is amazing that we
all get to take advantage of that. But
if you just sit there and scroll and
scroll and scroll and scroll and scroll
and scroll and scroll, you do a weird
thing to your brain. So, it's like we I
don't think we should want to get rid of
the art form. I don't even think that we
should be
saying to kids like watching another kid
play video games is dumb, you don't want
to do it. We want to recognize what it
is. Like I remember the first time I
heard about Twitch and people playing
video games and that people watched them
play video games. I was actually
confused. I thought I was
misunderstanding what they were
explaining.
>> [laughter]
>> They're like, "No, no, no, Twitch, you
go and you can watch other people play
games." I'm like, "But nobody would do
that." And they're like, "Of course they
would." I'm like, "What are you talking
about? That's really stupid." And then I
was at the time my game of choice was
Destiny. And I was like, "Oh man, there
is this one thing I'm having so much
trouble with. Let me just go look at the
saying cuz I'm kind of curious. And
since I'm here, I'm not going to look up
a random game, I'm going to look up the
game I play." I looked it up, started
watching this guy and I was like, "Oh my
god, that's so brilliant." And so, I was
then just completely sucked in. And
shout out to Bush Camp Dad, Bush Camp
Dad, I don't know.
In the early days, he would show up
before we like went hardcore politics. I
don't know if he ever pokes in anymore,
but um
he's so fun to watch. Like watch him
play Fortnite. He's the guy my age, but
is ranked in the world because he hides.
It's really brilliant. Anyway,
um so that kind of stuff is way more fun
than I expected it to be, but it's
different. So, playing with toys is one
type of entertainment. Watching someone
play with toys is almost like watching a
cartoon where the kid is drawing you
into a story. It's a different kind of
story, but he's drawing you into a
story. He's making it entertaining with
like flashing lights and all that. And
it's like that's always going to be a
little bit easier. It's a little bit um
I don't want to be judgmental, but it's
a little bit lazier of a type of
entertainment. You don't have to think
of it yourself.
Um
but both have their place. Yeah. Um
being the little brother, like I used to
watch I used to be forced to watch my
older brother play video games cuz he'd
be like, "No, I'm playing something."
So, I would So, like I feel like Twitch
was natural to me. I felt like that was
just me reliving my childhood. But, um A
Mellie will
you just pulled my card, so I have to
close my mouth after this. He says, "We
watch soccer and Olympics and same with
other like games." So, I sure enough was
yelling at the TV on Monday night for
the football game. So, I guess
>> 100%.
>> go outside and play football with my
friends, so you got me there. All right,
I've got a whole take on that. So, first
sports are
war replicants. So, you are trying to
that thing that's ingrained in us to
want to compete and to win and destroy
the enemy. It's like that's how you get
wars.
>> Mhm.
We needed a proxy for that to because it
it is a thing. Like especially in men
that you have this impulse to want to
compete, to want to be better, to drive
yourself to be the gladiator. And it's
like, "But, I don't really want to kill
them or be killed." And so, we came up
with all these proxies. So, that's like
this evolutionary drive. Then, there's
another evolutionary drive to care
deeply about your team. This is part of
the reason that e-sports don't work is
they just can't get the momentum of the
sense of that's my team because they're
not geographically bound. The games
change so rapidly that they come and go.
You can't like pass it on to your kids.
And like, why are you into Tottenham
Hotspur? Because my wife is. Why is she
into it? Because her dad was. Why was
her dad into it? Because he moved into
that area of London. And so it's like
there's all of this geographical thing,
this passing it down to your kids that
really creates this like, oh, this is my
team. And now I'm going to invest.
And this is the same way that I feel
about TCGs. So I don't collect any
cards. Like I have IP that I love. And
so I'm way more likely to collect, say
One Piece or Gundam, because I'm really
into that IP. And so it isn't even fun
for me. Like all the other ones that are
out there, maybe they even have better
art. Take
um
Riftbound. Riftbound is from League of
Legends. Okay, I don't care about League
of Legends, and therefore I just can't
get into it, even though it has better
art. So I'm just like, eh, whatever. I'm
not going to pay attention to that.
Because I want to invest. I want to care
about something. I want to pour myself
into this thing. I want to say I care
about this thing. And that like is this
drive that people have. And so when
people make fun of sports or whatever,
and I'm not a sports guy, but when they
make fun of it, that to me is like
making fun of the human condition. We
want to invest. We want to care deeply
about something. We want to go on an
emotional roller coaster. And so having
that part of your life, of course you
can take it too far, and you can damage
your relationships cuz all you ever do
is care about the sport. But it's the
same reason people want to bet on the
game. It makes you feel more invested.
And so now if you're like, imagine
you're betting on a game that's your
team, that was like became your team cuz
you bonded over it with your dad, and
you're going against that number one
rival, and you've got money riding on
it, it's like that's just going to be
like this really heightened emotion.
Now,
once you realize
all of life.
All of life is about one thing, true.
What is that one thing? And that is
changing our brain chemistry.
That's it.
That's why we fall in love. That's why
we pursue sex. That's why we eat the
foods that we like. It's why we work
out. It's why we listen to music. It's
why we go to the movies.
Uh it's why we pursue a career. It is
all to manipulate our brain chemistry.
And so, when you can invest in something
and then go on that ride and you want
the volatility of emotion. If you always
win, it's boring.
Uh the best matches are when it was like
a back and forth, but you finally pull
it off in the end. There's a time where
you're like, you want to cry in the
middle of the match cuz coach is making
a dumb decision, the players are playing
terribly, and you're down and it's oh my
god. And then they finally do the right
thing you've been screaming at them for
and they score the goal in the last
second, you win, you're just freaking
out. You're you're on a high that you
wouldn't have been if it hadn't have
been this roller coaster. And people
want that. People want that ride. All
right. Thank you guys so much for coming
on this ride with us today and we will
see you guys on Friday. You're all
amazing. Thank you for being here. And
until next time, my friends, be
legendary. Peace. If you like this
conversation, check out this episode to
learn more. Tensions between the US and
Venezuela continue to boil. Putin says
the European Union is trying to sabotage
peace talks in the Russia-Ukraine
conflict. [music]
As corruption allegations swirl, rumors
are flying that