Iran Mined the Strait and Knocked Out US Radar — Here's What Comes Next

What's up everybody? Good morning. We What's up everybody? Good morning. We have been ready to go for ages around have been ready to go for ages around have been ready to go for ages around here. So, it is wonderful that you guys here. So, it is wonderful that you guys here. So, it is wonderful that you guys are finally joining us. All right. Well, are finally joining us. All right. Well, are finally joining us. All right. Well, things continue a pace in the Middle things continue a pace in the Middle things continue a pace in the Middle East. It is absolute madness. Iran has East. It is absolute madness. Iran has East. It is absolute madness. Iran has hit at least three ships attempting to hit at least three ships attempting to hit at least three ships attempting to transit the straight of Hormuz, and you transit the straight of Hormuz, and you transit the straight of Hormuz, and you can expect that to show up at the pump. can expect that to show up at the pump. can expect that to show up at the pump. Speaking of which, people in China are Speaking of which, people in China are Speaking of which, people in China are panic buying gas amid fears of an panic buying gas amid fears of an panic buying gas amid fears of an ongoing oil shortage due to the war in ongoing oil shortage due to the war in ongoing oil shortage due to the war in Iran. I of course at first assumed that Iran. I of course at first assumed that Iran. I of course at first assumed that this was just absolutely fake news, but this was just absolutely fake news, but this was just absolutely fake news, but the more I dove into it, the more real the more I dove into it, the more real the more I dove into it, the more real it really does seem to be. Um, so we'll it really does seem to be. Um, so we'll it really does seem to be. Um, so we'll get into that. Speaking of things that get into that. Speaking of things that get into that. Speaking of things that were hard to verify, rumors have been were hard to verify, rumors have been were hard to verify, rumors have been flying around about the US and Israeli flying around about the US and Israeli flying around about the US and Israeli radar systems being completely knocked radar systems being completely knocked radar systems being completely knocked out. We're going to break down exactly out. We're going to break down exactly out. We're going to break down exactly what's true, what's not true. Uh and a what's true, what's not true. Uh and a what's true, what's not true. Uh and a big question around the Supreme Leader big question around the Supreme Leader big question around the Supreme Leader has come up, especially when he is the has come up, especially when he is the has come up, especially when he is the only one that could turn off the Iranian only one that could turn off the Iranian only one that could turn off the Iranian decentralized military response and decentralized military response and decentralized military response and things just continue a pace as Trump things just continue a pace as Trump things just continue a pace as Trump promises to keep hammering people until promises to keep hammering people until promises to keep hammering people until the morale improves. So we uh we are the morale improves. So we uh we are the morale improves. So we uh we are going to see how long this drags out. going to see how long this drags out. going to see how long this drags out. Drew, this is not something I'm Drew, this is not something I'm Drew, this is not something I'm expecting to end anytime soon. And I am expecting to end anytime soon. And I am expecting to end anytime soon. And I am expecting a bigger and bigger um problem expecting a bigger and bigger um problem expecting a bigger and bigger um problem in global energy markets in global energy markets in global energy markets uh as they really are Iran really is uh as they really are Iran really is uh as they really are Iran really is showing that they can hit the ships showing that they can hit the ships showing that they can hit the ships going through. I think there was a lot going through. I think there was a lot going through. I think there was a lot of tough talk on Trump's part trying to of tough talk on Trump's part trying to of tough talk on Trump's part trying to tell people basically stop being a wuss tell people basically stop being a wuss tell people basically stop being a wuss and take your ships through and Iran was and take your ships through and Iran was and take your ships through and Iran was like yeah word hold my beer. And then like yeah word hold my beer. And then like yeah word hold my beer. And then they showed all this footage of these they showed all this footage of these they showed all this footage of these tunnels and tunnels and tunnels of full tunnels and tunnels and tunnels of full tunnels and tunnels and tunnels of full of boats, of boats, of boats, >> which I thought was kind of impressive >> which I thought was kind of impressive >> which I thought was kind of impressive that they just have them like pulled up that they just have them like pulled up that they just have them like pulled up on little like uh the things you would on little like uh the things you would on little like uh the things you would put on the back of a truck to drag a put on the back of a truck to drag a put on the back of a truck to drag a boat around, but they're military boats. boat around, but they're military boats. boat around, but they're military boats. >> They're small obviously, but uh >> They're small obviously, but uh >> They're small obviously, but uh nonetheless, they can launch rockets nonetheless, they can launch rockets nonetheless, they can launch rockets from them. from them. from them. >> They look like a boat you would take to >> They look like a boat you would take to >> They look like a boat you would take to the lake with like it's a launcher. the lake with like it's a launcher. the lake with like it's a launcher. >> Exactly. Like, hey everybody, like come >> Exactly. Like, hey everybody, like come >> Exactly. Like, hey everybody, like come join. Oh, hold on a sec. I got to like join. Oh, hold on a sec. I got to like join. Oh, hold on a sec. I got to like >> let me spawn this boat real fast. >> let me spawn this boat real fast. >> let me spawn this boat real fast. >> Uh so it's pretty crazy. I don't think >> Uh so it's pretty crazy. I don't think >> Uh so it's pretty crazy. I don't think that people have fully internalized and that people have fully internalized and that people have fully internalized and I'll even say this inside the US I'll even say this inside the US I'll even say this inside the US government. I don't think they fully government. I don't think they fully government. I don't think they fully internalized how much trouble um a internalized how much trouble um a internalized how much trouble um a smaller army with faster and harder to smaller army with faster and harder to smaller army with faster and harder to detect munitions uh is going to be to detect munitions uh is going to be to detect munitions uh is going to be to truly defeat, especially from the air. truly defeat, especially from the air. truly defeat, especially from the air. And so with every day, the um odds that And so with every day, the um odds that And so with every day, the um odds that Trump either has to eject out of the Trump either has to eject out of the Trump either has to eject out of the situation and leave Iran really no situation and leave Iran really no situation and leave Iran really no better off than we found them in terms better off than we found them in terms better off than we found them in terms of being a threat to the rest of uh the of being a threat to the rest of uh the of being a threat to the rest of uh the region and to the US. uh or actually put region and to the US. uh or actually put region and to the US. uh or actually put boots on the ground, which boots on the ground, which boots on the ground, which [clears throat] I just while I think he [clears throat] I just while I think he [clears throat] I just while I think he probably would be crazy enough, bold probably would be crazy enough, bold probably would be crazy enough, bold enough, depending on what side of the enough, depending on what side of the enough, depending on what side of the camp you're on, to do like a strategic camp you're on, to do like a strategic camp you're on, to do like a strategic thing like take over that island, thing like take over that island, thing like take over that island, there's an island, we talked about this there's an island, we talked about this there's an island, we talked about this before, but there's an island off the before, but there's an island off the before, but there's an island off the coast of Iran where they do a lot of coast of Iran where they do a lot of coast of Iran where they do a lot of refining. And so, um supposedly it would refining. And so, um supposedly it would refining. And so, um supposedly it would be very strategic to take that over. I be very strategic to take that over. I be very strategic to take that over. I haven't done a ton of research on that haven't done a ton of research on that haven't done a ton of research on that yet. yet. yet. >> Uh but that is something that I could >> Uh but that is something that I could >> Uh but that is something that I could see him doing. But like actual boots on see him doing. But like actual boots on see him doing. But like actual boots on the ground, man, if he does that, that the ground, man, if he does that, that the ground, man, if he does that, that that to me is is a like kill switch for that to me is is a like kill switch for that to me is is a like kill switch for my own ability to think that he's going my own ability to think that he's going my own ability to think that he's going to pull this all together. Now, I've to pull this all together. Now, I've to pull this all together. Now, I've been surprised before, but that one just been surprised before, but that one just been surprised before, but that one just feels like, bro, you are going to have feels like, bro, you are going to have feels like, bro, you are going to have the world's hardest time messaging to the world's hardest time messaging to the world's hardest time messaging to the American people that this is not the American people that this is not the American people that this is not another forever war in the Middle East. another forever war in the Middle East. another forever war in the Middle East. >> Uh, so I think that he's gotten people >> Uh, so I think that he's gotten people >> Uh, so I think that he's gotten people on board with lightning strikes like on board with lightning strikes like on board with lightning strikes like what he did in Venezuela. I think people what he did in Venezuela. I think people what he did in Venezuela. I think people were on board with the strikes on the were on board with the strikes on the were on board with the strikes on the nuclear facilities in Iran. I think nuclear facilities in Iran. I think nuclear facilities in Iran. I think people could have gotten behind uh people could have gotten behind uh people could have gotten behind uh what's going on with the Iran war. If if what's going on with the Iran war. If if what's going on with the Iran war. If if it ended quickly, if he wraps it up in a it ended quickly, if he wraps it up in a it ended quickly, if he wraps it up in a month, I think he could still get people month, I think he could still get people month, I think he could still get people on board. But you start putting troops on board. But you start putting troops on board. But you start putting troops on the ground, that first dozen or so on the ground, that first dozen or so on the ground, that first dozen or so that get killed, it's game over. that get killed, it's game over. that get killed, it's game over. >> Yeah. To give Trump credit, he did go in >> Yeah. To give Trump credit, he did go in >> Yeah. To give Trump credit, he did go in and take out the supreme leader quickly and take out the supreme leader quickly and take out the supreme leader quickly just like he did in Venezuela, just like he did in Venezuela, just like he did in Venezuela, >> taking out multiple, but they >> taking out multiple, but they >> taking out multiple, but they >> so he started good, but I don't think >> so he started good, but I don't think >> so he started good, but I don't think anybody was prepared for how prepared anybody was prepared for how prepared anybody was prepared for how prepared the Iranian military is. the Iranian military is. the Iranian military is. >> And the Straight of Hermoose is now a >> And the Straight of Hermoose is now a >> And the Straight of Hermoose is now a minefield apparently, and they're just minefield apparently, and they're just minefield apparently, and they're just >> escalating the situation. >> escalating the situation. >> escalating the situation. >> Well, so there's a really funny Babylon >> Well, so there's a really funny Babylon >> Well, so there's a really funny Babylon B thing about this, which is uh Iran B thing about this, which is uh Iran B thing about this, which is uh Iran warns the world that they have an warns the world that they have an warns the world that they have an extreme stockpile of supreme leaders. extreme stockpile of supreme leaders. extreme stockpile of supreme leaders. thought that was pretty funny. Uh so thought that was pretty funny. Uh so thought that was pretty funny. Uh so that is the the thing that we have to that is the the thing that we have to that is the the thing that we have to look out for is they are obviously look out for is they are obviously look out for is they are obviously running a different playbook in terms of running a different playbook in terms of running a different playbook in terms of um yeah sure you can just keep killing um yeah sure you can just keep killing um yeah sure you can just keep killing them and we'll keep naming the next one them and we'll keep naming the next one them and we'll keep naming the next one because if there really is on the ground because if there really is on the ground because if there really is on the ground support in the country for whatever support in the country for whatever support in the country for whatever supreme leader they name because the supreme leader they name because the supreme leader they name because the western media would have us believe that western media would have us believe that western media would have us believe that the people that rose up there's nothing the people that rose up there's nothing the people that rose up there's nothing standing in their way other than the standing in their way other than the standing in their way other than the military guard that there's no actual military guard that there's no actual military guard that there's no actual civilian support for the regime, but at civilian support for the regime, but at civilian support for the regime, but at least my read on some of the footage least my read on some of the footage least my read on some of the footage that I've verified is true. Not that that I've verified is true. Not that that I've verified is true. Not that like I'm the ultimate one, but going in like I'm the ultimate one, but going in like I'm the ultimate one, but going in looking at are credible other sources looking at are credible other sources looking at are credible other sources reporting it? Yes. Does AI verify that reporting it? Yes. Does AI verify that reporting it? Yes. Does AI verify that this isn't something that was reposted this isn't something that was reposted this isn't something that was reposted from somewhere else? Yes. Does AI verify from somewhere else? Yes. Does AI verify from somewhere else? Yes. Does AI verify that this is not AI generated? Yes. So that this is not AI generated? Yes. So that this is not AI generated? Yes. So it's like doing as many checks as you it's like doing as many checks as you it's like doing as many checks as you can do at the rate that we're getting can do at the rate that we're getting can do at the rate that we're getting information uh really seems to be that information uh really seems to be that information uh really seems to be that they can fill the revolutionary they can fill the revolutionary they can fill the revolutionary square that they have in Tyrron with square that they have in Tyrron with square that they have in Tyrron with people like packed wallto-wall with people like packed wallto-wall with people like packed wallto-wall with people that are supporting um in this people that are supporting um in this people that are supporting um in this case Mojaba Kmeni's son um him taking case Mojaba Kmeni's son um him taking case Mojaba Kmeni's son um him taking over and I have a feeling they'll be over and I have a feeling they'll be over and I have a feeling they'll be able to do it again if they put another able to do it again if they put another able to do it again if they put another um cleric in place. So if we can accept um cleric in place. So if we can accept um cleric in place. So if we can accept that like America is divided, Iran is that like America is divided, Iran is that like America is divided, Iran is divided and yes in America you can get a divided and yes in America you can get a divided and yes in America you can get a bunch of people on the right that'll go bunch of people on the right that'll go bunch of people on the right that'll go and fill a gigantic space and you get a and fill a gigantic space and you get a and fill a gigantic space and you get a bunch of people on the left that'll go bunch of people on the left that'll go bunch of people on the left that'll go and fill that gigantic space and and fill that gigantic space and and fill that gigantic space and depending on how you cover it, you're depending on how you cover it, you're depending on how you cover it, you're going to make it seem like America is going to make it seem like America is going to make it seem like America is all this or all that. Or you could just all this or all that. Or you could just all this or all that. Or you could just show America's completely divided. You show America's completely divided. You show America's completely divided. You can tell whatever story you want because can tell whatever story you want because can tell whatever story you want because there is so much conflicting opinion in there is so much conflicting opinion in there is so much conflicting opinion in the US. I have a feeling that that's the US. I have a feeling that that's the US. I have a feeling that that's what we're seeing in Iran. as a what we're seeing in Iran. as a what we're seeing in Iran. as a reminder, they have 92 or 93 million reminder, they have 92 or 93 million reminder, they have 92 or 93 million people. Like they are a big country. people. Like they are a big country. people. Like they are a big country. They're big geographically. They're big They're big geographically. They're big They're big geographically. They're big from a population standpoint. And so, from a population standpoint. And so, from a population standpoint. And so, like anything, um you're going to see a like anything, um you're going to see a like anything, um you're going to see a lot of difference of opinion. And so, I lot of difference of opinion. And so, I lot of difference of opinion. And so, I think that's a big part of what we're think that's a big part of what we're think that's a big part of what we're seeing play out. And then one of the seeing play out. And then one of the seeing play out. And then one of the things that you and I were talking about things that you and I were talking about things that you and I were talking about before we started rolling, like the big before we started rolling, like the big before we started rolling, like the big theme right now is just how much theme right now is just how much theme right now is just how much propaganda, how much spin there is, how propaganda, how much spin there is, how propaganda, how much spin there is, how everybody's trying to control the everybody's trying to control the everybody's trying to control the narrative. And so, um, I consider my job narrative. And so, um, I consider my job narrative. And so, um, I consider my job to be to look at everything from a first to be to look at everything from a first to be to look at everything from a first principles lens, to build everything up principles lens, to build everything up principles lens, to build everything up from cause and effect, to try to get from cause and effect, to try to get from cause and effect, to try to get beyond even my own bias. Obviously, I beyond even my own bias. Obviously, I beyond even my own bias. Obviously, I just want America to win. Um, I'd rather just want America to win. Um, I'd rather just want America to win. Um, I'd rather we weren't in the conflict, but now that we weren't in the conflict, but now that we weren't in the conflict, but now that we are than, hey, let's win it. So, I'm we are than, hey, let's win it. So, I'm we are than, hey, let's win it. So, I'm trying to check myself against that to trying to check myself against that to trying to check myself against that to find out what's really true. And so find out what's really true. And so find out what's really true. And so spending a lot of time looking at like spending a lot of time looking at like spending a lot of time looking at like what's going on with the radar? What's what's going on with the radar? What's what's going on with the radar? What's actually going on with oil? Are they actually going on with oil? Are they actually going on with oil? Are they showing is the Iranian army showing that showing is the Iranian army showing that showing is the Iranian army showing that they really can choke out the straight they really can choke out the straight they really can choke out the straight of Hormuz, all that stuff. Um there's of Hormuz, all that stuff. Um there's of Hormuz, all that stuff. Um there's real truth to this is not like a super real truth to this is not like a super real truth to this is not like a super clean thing. We're not just like, "Yay, clean thing. We're not just like, "Yay, clean thing. We're not just like, "Yay, we're winning." Uh and so I think that we're winning." Uh and so I think that we're winning." Uh and so I think that is the important lens to look at all of is the important lens to look at all of is the important lens to look at all of this through. this through. this through. >> I think that's a great alioop. Let's >> I think that's a great alioop. Let's >> I think that's a great alioop. Let's break all these individual pieces down break all these individual pieces down break all these individual pieces down and really dive deep into it. So the and really dive deep into it. So the and really dive deep into it. So the first thing straight to Hormuse, Mr. first thing straight to Hormuse, Mr. first thing straight to Hormuse, Mr. economic lens. Tom Billy himself has economic lens. Tom Billy himself has economic lens. Tom Billy himself has said this has been Iranian Iran's said this has been Iranian Iran's said this has been Iranian Iran's strategic hold. They've been trying to strategic hold. They've been trying to strategic hold. They've been trying to control this straight because this control this straight because this control this straight because this controls 20% of the oil supply. It goes controls 20% of the oil supply. It goes controls 20% of the oil supply. It goes through it. through it. through it. >> We have footage of ships being burned. >> We have footage of ships being burned. >> We have footage of ships being burned. So, it's not a open straight that people So, it's not a open straight that people So, it's not a open straight that people could just pass by. It's not as open as could just pass by. It's not as open as could just pass by. It's not as open as we thought it was. Give us the breakdown we thought it was. Give us the breakdown we thought it was. Give us the breakdown on what's really going on and what's on what's really going on and what's on what's really going on and what's happening behind the straight. Yeah, happening behind the straight. Yeah, happening behind the straight. Yeah, from the beginning, the straight of from the beginning, the straight of from the beginning, the straight of Hormuz is the area that everybody needs Hormuz is the area that everybody needs Hormuz is the area that everybody needs to pay attention to. And the world's oil to pay attention to. And the world's oil to pay attention to. And the world's oil supply literally just got choked a supply literally just got choked a supply literally just got choked a little harder as three ships that were little harder as three ships that were little harder as three ships that were attempting to cross the straight got attempting to cross the straight got attempting to cross the straight got attacked and damaged this morning. So, attacked and damaged this morning. So, attacked and damaged this morning. So, this is happening in real time. This is this is happening in real time. This is this is happening in real time. This is not something that happened days ago. not something that happened days ago. not something that happened days ago. This is one of the heaviest days of This is one of the heaviest days of This is one of the heaviest days of attacks on shipping since the war in attacks on shipping since the war in attacks on shipping since the war in Iran began. And for anybody that's Iran began. And for anybody that's Iran began. And for anybody that's trying to spin it and make it look like trying to spin it and make it look like trying to spin it and make it look like this isn't what's going on is trying to this isn't what's going on is trying to this isn't what's going on is trying to delude you. The reality is that Iran delude you. The reality is that Iran delude you. The reality is that Iran with their much smaller military force with their much smaller military force with their much smaller military force is able to create enough havoc that is able to create enough havoc that is able to create enough havoc that people are still very hesitant to go people are still very hesitant to go people are still very hesitant to go through the straight. And the worst hit through the straight. And the worst hit through the straight. And the worst hit of the three ships was the Thai flagged of the three ships was the Thai flagged of the three ships was the Thai flagged bulk carrier. It's operated by precious bulk carrier. It's operated by precious bulk carrier. It's operated by precious shipping. It was struck twice by shipping. It was struck twice by shipping. It was struck twice by unidentified weapons. They were they unidentified weapons. They were they unidentified weapons. They were they struck above the water line and the struck above the water line and the struck above the water line and the strike triggered explosions near the strike triggered explosions near the strike triggered explosions near the stern in the engine room. Fire broke stern in the engine room. Fire broke stern in the engine room. Fire broke out. There was like 20 crew members that out. There was like 20 crew members that out. There was like 20 crew members that had to evacuate the craft. Um, three had to evacuate the craft. Um, three had to evacuate the craft. Um, three members though remain missing and I members though remain missing and I members though remain missing and I don't know if that's just a bad don't know if that's just a bad don't know if that's just a bad headcount or if three people actually headcount or if three people actually headcount or if three people actually got killed or went down with the ship. I got killed or went down with the ship. I got killed or went down with the ship. I have no idea. More will come on that have no idea. More will come on that have no idea. More will come on that later. A second vessel, the Star later. A second vessel, the Star later. A second vessel, the Star Gwennneth, uh, a Marshall Islands flag Gwennneth, uh, a Marshall Islands flag Gwennneth, uh, a Marshall Islands flag bulk carrier owned by New York listed bulk carrier owned by New York listed bulk carrier owned by New York listed Starbulk was also struck. They were Starbulk was also struck. They were Starbulk was also struck. They were struck off the coast of Dubai, which is struck off the coast of Dubai, which is struck off the coast of Dubai, which is crazy for anybody that has a mental map crazy for anybody that has a mental map crazy for anybody that has a mental map of Dubai as like this really safe place. of Dubai as like this really safe place. of Dubai as like this really safe place. We haven't been talking about this a We haven't been talking about this a We haven't been talking about this a lot, but Dubai's reputation is really lot, but Dubai's reputation is really lot, but Dubai's reputation is really getting shook by this. So, there have getting shook by this. So, there have getting shook by this. So, there have been so many um influencers and stuff been so many um influencers and stuff been so many um influencers and stuff that have moved over to Dubai that are that have moved over to Dubai that are that have moved over to Dubai that are painting this picture. And by the way, painting this picture. And by the way, painting this picture. And by the way, I've been there myself multiple times. I've been there myself multiple times. I've been there myself multiple times. When you're there, it just feels like a When you're there, it just feels like a When you're there, it just feels like a very beautiful, very safe place. And so very beautiful, very safe place. And so very beautiful, very safe place. And so for them to be getting struck, for for them to be getting struck, for for them to be getting struck, for headlines to be ship struck off the headlines to be ship struck off the headlines to be ship struck off the coast of Dubai, all of that is really coast of Dubai, all of that is really coast of Dubai, all of that is really beginning to chip away at Dubai's um beginning to chip away at Dubai's um beginning to chip away at Dubai's um mystique of being this incredible place mystique of being this incredible place mystique of being this incredible place for capital. It's very safe, very for capital. It's very safe, very for capital. It's very safe, very beautiful. Uh so it'll be interesting to beautiful. Uh so it'll be interesting to beautiful. Uh so it'll be interesting to see how they come out of this. Now, the see how they come out of this. Now, the see how they come out of this. Now, the ship that was struck off the coast of ship that was struck off the coast of ship that was struck off the coast of Dubai, it has a excuse me, Dubai, it has a excuse me, Dubai, it has a excuse me, [clears throat] a 2 m hole in it uh in [clears throat] a 2 m hole in it uh in [clears throat] a 2 m hole in it uh in the first cargo hold. Damage was done to the first cargo hold. Damage was done to the first cargo hold. Damage was done to its ballast tanks as well. So that's its ballast tanks as well. So that's its ballast tanks as well. So that's causing the ship to list out in the causing the ship to list out in the causing the ship to list out in the water. The crew reported as being safe water. The crew reported as being safe water. The crew reported as being safe thankfully, but man, you guys can expect thankfully, but man, you guys can expect thankfully, but man, you guys can expect oil prices to go up as a result of this. oil prices to go up as a result of this. oil prices to go up as a result of this. Oil prices were fluctuating pretty madly Oil prices were fluctuating pretty madly Oil prices were fluctuating pretty madly because remember, traders going to because remember, traders going to because remember, traders going to trade. It's gambling. It is people trade. It's gambling. It is people trade. It's gambling. It is people betting and so they hear something on betting and so they hear something on betting and so they hear something on the news and they rush to make a trade. the news and they rush to make a trade. the news and they rush to make a trade. So try not to steer just by these So try not to steer just by these So try not to steer just by these momentary flashes up or down. They're momentary flashes up or down. They're momentary flashes up or down. They're trading the news and so this is people trading the news and so this is people trading the news and so this is people that think they're a little more clever that think they're a little more clever that think they're a little more clever than the next person that they can move than the next person that they can move than the next person that they can move a little bit faster, but it's not a little bit faster, but it's not a little bit faster, but it's not necessarily a good indication of what's necessarily a good indication of what's necessarily a good indication of what's actually happening. So the markets are actually happening. So the markets are actually happening. So the markets are going to be bouncing around a lot. But going to be bouncing around a lot. But going to be bouncing around a lot. But when you look at direction of travel in when you look at direction of travel in when you look at direction of travel in terms of how things are headed in the terms of how things are headed in the terms of how things are headed in the Middle East, Trump has been saying that Middle East, Trump has been saying that Middle East, Trump has been saying that we're going to get the straight open. we're going to get the straight open. we're going to get the straight open. He's been blustering a lot about, you He's been blustering a lot about, you He's been blustering a lot about, you know, we're going to slappy runarounds. know, we're going to slappy runarounds. know, we're going to slappy runarounds. It's going to be the craziest thing It's going to be the craziest thing It's going to be the craziest thing they've ever seen. All of that. But they've ever seen. All of that. But they've ever seen. All of that. But they're still able to get things in the they're still able to get things in the they're still able to get things in the straight that are causing a problem. In straight that are causing a problem. In straight that are causing a problem. In fact, there was a third ship. This is a fact, there was a third ship. This is a fact, there was a third ship. This is a Japan flagged one. Uh and it sustained Japan flagged one. Uh and it sustained Japan flagged one. Uh and it sustained minor hole damage. But and while the minor hole damage. But and while the minor hole damage. But and while the crew is safe, again, you just don't need crew is safe, again, you just don't need crew is safe, again, you just don't need there to be a ton of damage to create there to be a ton of damage to create there to be a ton of damage to create the problem that we're seeing because the problem that we're seeing because the problem that we're seeing because insurance carriers don't want to touch insurance carriers don't want to touch insurance carriers don't want to touch this stuff. Trump has promised to escort this stuff. Trump has promised to escort this stuff. Trump has promised to escort people, but he's been unable to do that. people, but he's been unable to do that. people, but he's been unable to do that. And now different countries are cutting And now different countries are cutting And now different countries are cutting deals directly with Iran to have their deals directly with Iran to have their deals directly with Iran to have their ships left alone. So now you're talking ships left alone. So now you're talking ships left alone. So now you're talking about people being able to build about people being able to build about people being able to build different alliances and it is going to different alliances and it is going to different alliances and it is going to get weird showing that Iran is not get weird showing that Iran is not get weird showing that Iran is not without cards to play here. Now given without cards to play here. Now given without cards to play here. Now given the fact that the straight of Hormuz the fact that the straight of Hormuz the fact that the straight of Hormuz carries roughly 20% of the world's oil carries roughly 20% of the world's oil carries roughly 20% of the world's oil and gas supply, it does not require a and gas supply, it does not require a and gas supply, it does not require a bunch of people to be dying for this to bunch of people to be dying for this to bunch of people to be dying for this to be massively impactful all around the be massively impactful all around the be massively impactful all around the world. Since the conflict began, traffic world. Since the conflict began, traffic world. Since the conflict began, traffic through the straight has dropped to through the straight has dropped to through the straight has dropped to effectively zero. And the group UK MTO effectively zero. And the group UK MTO effectively zero. And the group UK MTO has now logged 17 incidents so far has now logged 17 incidents so far has now logged 17 incidents so far affecting vessels in the Persian Gulf, affecting vessels in the Persian Gulf, affecting vessels in the Persian Gulf, Straight of Hormuz, and Gulf of Oman Straight of Hormuz, and Gulf of Oman Straight of Hormuz, and Gulf of Oman since the war began. So you've got 13 since the war began. So you've got 13 since the war began. So you've got 13 confirmed attacks, four suspicious confirmed attacks, four suspicious confirmed attacks, four suspicious activity reports, and just enough activity reports, and just enough activity reports, and just enough uncertainty to grind this all down to uncertainty to grind this all down to uncertainty to grind this all down to zero movement effectively. There's a zero movement effectively. There's a zero movement effectively. There's a little, but it's getting close enough to little, but it's getting close enough to little, but it's getting close enough to zero that expect that to be um the top zero that expect that to be um the top zero that expect that to be um the top headline that's basically moving oil headline that's basically moving oil headline that's basically moving oil prices now. At least seven seafarers prices now. At least seven seafarers prices now. At least seven seafarers have been killed across these incidents. have been killed across these incidents. have been killed across these incidents. Brent crude is up roughly 20% since the Brent crude is up roughly 20% since the Brent crude is up roughly 20% since the war started. Again, it's bouncing around war started. Again, it's bouncing around war started. Again, it's bouncing around a lot today. I think today we're sort of a lot today. I think today we're sort of a lot today. I think today we're sort of low to mid 90s. Uh but I would expect low to mid 90s. Uh but I would expect low to mid 90s. Uh but I would expect that to go higher. We'll see how it that to go higher. We'll see how it that to go higher. We'll see how it actually plays out, but that would be it actually plays out, but that would be it actually plays out, but that would be it would be more surprising to me if prices would be more surprising to me if prices would be more surprising to me if prices stayed the same or went down than it stayed the same or went down than it stayed the same or went down than it would be that they go up. Uh to make would be that they go up. Uh to make would be that they go up. Uh to make things even more fun, by the way, Iran's things even more fun, by the way, Iran's things even more fun, by the way, Iran's military has issued a new threat today, military has issued a new threat today, military has issued a new threat today, warning that it's now given the green warning that it's now given the green warning that it's now given the green light to strike US and Israeli economic light to strike US and Israeli economic light to strike US and Israeli economic targets in the region, including like targets in the region, including like targets in the region, including like bank branches. So, they've urged people bank branches. So, they've urged people bank branches. So, they've urged people to stay a kilometer away from bank to stay a kilometer away from bank to stay a kilometer away from bank branches. And let us not forget that branches. And let us not forget that branches. And let us not forget that Iran has some seriously talented Iran has some seriously talented Iran has some seriously talented hackers. And so I'm sure they're working hackers. And so I'm sure they're working hackers. And so I'm sure they're working nonstop behind the scenes to try to nonstop behind the scenes to try to nonstop behind the scenes to try to break through different technological break through different technological break through different technological barriers as well to wreak havoc. So keep barriers as well to wreak havoc. So keep barriers as well to wreak havoc. So keep your eyes on that. The 31 autonomous your eyes on that. The 31 autonomous your eyes on that. The 31 autonomous IRGC provincial commands uh which we're IRGC provincial commands uh which we're IRGC provincial commands uh which we're going to talk more about later. This is going to talk more about later. This is going to talk more about later. This is one of the specific things that I think one of the specific things that I think one of the specific things that I think people need to pay more attention to. So people need to pay more attention to. So people need to pay more attention to. So they include naval assets in Bushir and they include naval assets in Bushir and they include naval assets in Bushir and the coastal provinces directly adjacent the coastal provinces directly adjacent the coastal provinces directly adjacent to the strait. So there's not even to the strait. So there's not even to the strait. So there's not even central command right now that needs to central command right now that needs to central command right now that needs to give a green light to these attacks. give a green light to these attacks. give a green light to these attacks. They're just going to happen randomly by They're just going to happen randomly by They're just going to happen randomly by these different provinces um that are these different provinces um that are these different provinces um that are going to be they will have made up their going to be they will have made up their going to be they will have made up their minds as to what they're going to attack minds as to what they're going to attack minds as to what they're going to attack before the supreme leader was even before the supreme leader was even before the supreme leader was even killed. Uh so good luck hitting a kill killed. Uh so good luck hitting a kill killed. Uh so good luck hitting a kill switch. So, even with a lot of bombs, switch. So, even with a lot of bombs, switch. So, even with a lot of bombs, like you can just try to bomb them into like you can just try to bomb them into like you can just try to bomb them into oblivion, but it's going to be very oblivion, but it's going to be very oblivion, but it's going to be very tough to stop when they're completely tough to stop when they're completely tough to stop when they're completely decentralized and they don't have to decentralized and they don't have to decentralized and they don't have to wait for any new commands. wait for any new commands. wait for any new commands. All right, we're already seeing this All right, we're already seeing this All right, we're already seeing this echo around people are panic buying gas echo around people are panic buying gas echo around people are panic buying gas in several places across Asia. Again, in several places across Asia. Again, in several places across Asia. Again, we'll do a full um rundown on that, but we'll do a full um rundown on that, but we'll do a full um rundown on that, but I don't see anything that's going to I don't see anything that's going to I don't see anything that's going to calm this down anytime soon. calm this down anytime soon. calm this down anytime soon. >> And then I want to daisy chain that with >> And then I want to daisy chain that with >> And then I want to daisy chain that with a tweet from OSN Defender. They said US a tweet from OSN Defender. They said US a tweet from OSN Defender. They said US intelligence has begun to see intelligence has begun to see intelligence has begun to see indications Iran is step is taking steps indications Iran is step is taking steps indications Iran is step is taking steps to deploy some of its 2,000 to 6,000 to deploy some of its 2,000 to 6,000 to deploy some of its 2,000 to 6,000 naval mines of Iranian, Chinese, and naval mines of Iranian, Chinese, and naval mines of Iranian, Chinese, and Russian origin into shipping lanes Russian origin into shipping lanes Russian origin into shipping lanes across the straight. So, this seems like across the straight. So, this seems like across the straight. So, this seems like this is Iran's choke point, and they're this is Iran's choke point, and they're this is Iran's choke point, and they're going to take it. But, let's play war going to take it. But, let's play war going to take it. But, let's play war games for a second. Take a step back. games for a second. Take a step back. games for a second. Take a step back. >> This is a strategic move. This is a >> This is a strategic move. This is a >> This is a strategic move. This is a smart thing to do. If you're Iran and smart thing to do. If you're Iran and smart thing to do. If you're Iran and you want to defeat your enemy, you want you want to defeat your enemy, you want you want to defeat your enemy, you want to hold the maximum amount of leverage to hold the maximum amount of leverage to hold the maximum amount of leverage and inflict as much uh damage whether and inflict as much uh damage whether and inflict as much uh damage whether it's physical damage to naval or it's physical damage to naval or it's physical damage to naval or economic damage to the country. So the economic damage to the country. So the economic damage to the country. So the assault on the straight I don't think assault on the straight I don't think assault on the straight I don't think anybody can talk about at this point is anybody can talk about at this point is anybody can talk about at this point is spin. They're definitely strategically spin. They're definitely strategically spin. They're definitely strategically trying to take point of this right and trying to take point of this right and trying to take point of this right and >> and they're doing well by the way. So it >> and they're doing well by the way. So it >> and they're doing well by the way. So it doesn't take a lot of fear to get a huge doesn't take a lot of fear to get a huge doesn't take a lot of fear to get a huge response. This is asymmetric warfare in response. This is asymmetric warfare in response. This is asymmetric warfare in a nutshell. you inflict terror on people a nutshell. you inflict terror on people a nutshell. you inflict terror on people or in this case inflict terror on the or in this case inflict terror on the or in this case inflict terror on the people that own the ships on the people that own the ships on the people that own the ships on the insurance companies who are like yeah insurance companies who are like yeah insurance companies who are like yeah like that's just bad for business. like that's just bad for business. like that's just bad for business. Insurance companies operate typically on Insurance companies operate typically on Insurance companies operate typically on razor thin margins and so when you've razor thin margins and so when you've razor thin margins and so when you've got risk that's going up got risk that's going up got risk that's going up disproportionate to the gain that you're disproportionate to the gain that you're disproportionate to the gain that you're going to get you just say yeah we're not going to get you just say yeah we're not going to get you just say yeah we're not going to insure it. So, um, that is going to insure it. So, um, that is going to insure it. So, um, that is going to continue until the US can prove going to continue until the US can prove going to continue until the US can prove that people are going to be able to get that people are going to be able to get that people are going to be able to get through the straight safely. And given through the straight safely. And given through the straight safely. And given the three ships that were hit today, the three ships that were hit today, the three ships that were hit today, that message is as of right now today, that message is as of right now today, that message is as of right now today, the US, despite their gigantic the US, despite their gigantic the US, despite their gigantic overwhelming naval power, is just not overwhelming naval power, is just not overwhelming naval power, is just not able to get people through the straight able to get people through the straight able to get people through the straight safely. And so, uh, yeah, I think that safely. And so, uh, yeah, I think that safely. And so, uh, yeah, I think that you're looking at at least another week you're looking at at least another week you're looking at at least another week before people just go, "All right, cool. before people just go, "All right, cool. before people just go, "All right, cool. I think we're good to go." Um, now if I think we're good to go." Um, now if I think we're good to go." Um, now if the US really does have an answer to the the US really does have an answer to the the US really does have an answer to the problem and they can find a way to stop problem and they can find a way to stop problem and they can find a way to stop these ships before they're able to these ships before they're able to these ships before they're able to attack, if they can get like there's, attack, if they can get like there's, attack, if they can get like there's, we'll get into this more in the radar we'll get into this more in the radar we'll get into this more in the radar section, but there's like other ways section, but there's like other ways section, but there's like other ways that the US can detect what's going on that the US can detect what's going on that the US can detect what's going on from airbased radar and things like from airbased radar and things like from airbased radar and things like that. They're also moving some into the that. They're also moving some into the that. They're also moving some into the region from other places. So, it's like region from other places. So, it's like region from other places. So, it's like just like the Iranians are going to have just like the Iranians are going to have just like the Iranians are going to have a very clever response and you should a very clever response and you should a very clever response and you should assume that Iranians have brilliant assume that Iranians have brilliant assume that Iranians have brilliant people making their decisions, so does people making their decisions, so does people making their decisions, so does the US. So, this is going to be this tit the US. So, this is going to be this tit the US. So, this is going to be this tit fortat thing that goes back and forth fortat thing that goes back and forth fortat thing that goes back and forth for a while. It's not like, and this is for a while. It's not like, and this is for a while. It's not like, and this is what drives me crazy about the way that what drives me crazy about the way that what drives me crazy about the way that media presents this. If you're in the US media presents this. If you're in the US media presents this. If you're in the US and you're right leaning, you're going and you're right leaning, you're going and you're right leaning, you're going to be like, "Us are smart people. to be like, "Us are smart people. to be like, "Us are smart people. Iranians are all dumb backwards like Iranians are all dumb backwards like Iranians are all dumb backwards like farmers trying to, you know, launch farmers trying to, you know, launch farmers trying to, you know, launch mines by throwing rocks into the water. mines by throwing rocks into the water. mines by throwing rocks into the water. It's like they'll make it sound like It's like they'll make it sound like It's like they'll make it sound like this really [ __ ] response when in this really [ __ ] response when in this really [ __ ] response when in reality it's reality it's reality it's intelligence. The right way to view the intelligence. The right way to view the intelligence. The right way to view the world is intelligence is evenly world is intelligence is evenly world is intelligence is evenly distributed. That's never going to end distributed. That's never going to end distributed. That's never going to end up being exactly true, but everywhere up being exactly true, but everywhere up being exactly true, but everywhere has enough brilliant people that even if has enough brilliant people that even if has enough brilliant people that even if they're a small number of the they're a small number of the they're a small number of the population, they're going to be able to population, they're going to be able to population, they're going to be able to have the outsiz effect. This is why it's have the outsiz effect. This is why it's have the outsiz effect. This is why it's very difficult to just rock up on very difficult to just rock up on very difficult to just rock up on somebody and take over the country and somebody and take over the country and somebody and take over the country and not have any problems. The smart people not have any problems. The smart people not have any problems. The smart people go underground, they amass weapons or go underground, they amass weapons or go underground, they amass weapons or they do terror campaigns or whatever and they do terror campaigns or whatever and they do terror campaigns or whatever and they can still destabilize things. So they can still destabilize things. So they can still destabilize things. So you you don't want to take that left or you you don't want to take that left or you you don't want to take that left or right position. Now the on the right right position. Now the on the right right position. Now the on the right hand side like everything is going great hand side like everything is going great hand side like everything is going great and we're winning this all and this is and we're winning this all and this is and we're winning this all and this is going to be easy and we're just going to going to be easy and we're just going to going to be easy and we're just going to steamroll. And then on the left it's you steamroll. And then on the left it's you steamroll. And then on the left it's you know the US is a bunch of morons. They know the US is a bunch of morons. They know the US is a bunch of morons. They don't know what they're doing. They're don't know what they're doing. They're don't know what they're doing. They're completely discombobulated and they're completely discombobulated and they're completely discombobulated and they're they're overplaying their hand. What they're overplaying their hand. What they're overplaying their hand. What you're actually watching is two hyper you're actually watching is two hyper you're actually watching is two hyper intelligent groups of people with intelligent groups of people with intelligent groups of people with extremely deadly weapons who understand extremely deadly weapons who understand extremely deadly weapons who understand each other's capabilities very well. each other's capabilities very well. each other's capabilities very well. You've got the Chinese feeding the You've got the Chinese feeding the You've got the Chinese feeding the Iranians like second by second Iranians like second by second Iranians like second by second information on the movements of um our information on the movements of um our information on the movements of um our military equipment. And so it's going to military equipment. And so it's going to military equipment. And so it's going to come down to who gets the upper hand come down to who gets the upper hand come down to who gets the upper hand first by destroying the visibility. first by destroying the visibility. first by destroying the visibility. That's going to be a huge one. And then That's going to be a huge one. And then That's going to be a huge one. And then ultimately demoralizing them. So if ultimately demoralizing them. So if ultimately demoralizing them. So if you're Iran, your demoralized play is you're Iran, your demoralized play is you're Iran, your demoralized play is actually to make one the moral argument. actually to make one the moral argument. actually to make one the moral argument. You guys don't have a moral You guys don't have a moral You guys don't have a moral justification for being here. So that'll justification for being here. So that'll justification for being here. So that'll be a big part of it. Now that gets be a big part of it. Now that gets be a big part of it. Now that gets confused by the fact that they just confused by the fact that they just confused by the fact that they just killed roughly 30,000 of their own killed roughly 30,000 of their own killed roughly 30,000 of their own people. But anyway, they're going to people. But anyway, they're going to people. But anyway, they're going to make that argument. And to the left, make that argument. And to the left, make that argument. And to the left, it's going to be very compelling. And it's going to be very compelling. And it's going to be very compelling. And then economically, you're going to try then economically, you're going to try then economically, you're going to try to damage our allies. You're going to to damage our allies. You're going to to damage our allies. You're going to have a very hard time damaging the US. have a very hard time damaging the US. have a very hard time damaging the US. So, we make all of our like 95% of our So, we make all of our like 95% of our So, we make all of our like 95% of our own energy. So, it's like we're going to own energy. So, it's like we're going to own energy. So, it's like we're going to be the least impacted. It'll still be the least impacted. It'll still be the least impacted. It'll still influence oil, but in the US, it's influence oil, but in the US, it's influence oil, but in the US, it's really not going to be that big of a really not going to be that big of a really not going to be that big of a deal for us, but it does stop us deal for us, but it does stop us deal for us, but it does stop us potentially from exporting as much as we potentially from exporting as much as we potentially from exporting as much as we might otherwise have. It's certainly put might otherwise have. It's certainly put might otherwise have. It's certainly put strains on people in the Gulf region who strains on people in the Gulf region who strains on people in the Gulf region who are used to selling their oil and now are used to selling their oil and now are used to selling their oil and now they're going to have a hard time doing they're going to have a hard time doing they're going to have a hard time doing that. and obviously other allies that we that. and obviously other allies that we that. and obviously other allies that we have, especially in Asia, that are going have, especially in Asia, that are going have, especially in Asia, that are going to get absolutely hammered by this. And to get absolutely hammered by this. And to get absolutely hammered by this. And so they're going to be not only trying so they're going to be not only trying so they're going to be not only trying to styy us militarily and create damage, to styy us militarily and create damage, to styy us militarily and create damage, especially in Israel, which they can especially in Israel, which they can especially in Israel, which they can just go whole hog on. just go whole hog on. just go whole hog on. >> Um, but they're going to try to make >> Um, but they're going to try to make >> Um, but they're going to try to make sure that they spread that economic pain sure that they spread that economic pain sure that they spread that economic pain across the world and then say, remember, across the world and then say, remember, across the world and then say, remember, the straight of Hormos Hormuz is not the straight of Hormos Hormuz is not the straight of Hormos Hormuz is not closed because of us. It's closed closed because of us. It's closed closed because of us. It's closed because of the US. It's closed because because of the US. It's closed because because of the US. It's closed because of Israel. And if you want to broker a of Israel. And if you want to broker a of Israel. And if you want to broker a great deal, just come to us. Like, we great deal, just come to us. Like, we great deal, just come to us. Like, we got you. Nobody does better deals than got you. Nobody does better deals than got you. Nobody does better deals than us, Drew. Forget Trump. He's a wild man. us, Drew. Forget Trump. He's a wild man. us, Drew. Forget Trump. He's a wild man. Right. And it that will start to look Right. And it that will start to look Right. And it that will start to look very appealing. Yeah. very appealing. Yeah. very appealing. Yeah. >> And so that's how you slowly draw China >> And so that's how you slowly draw China >> And so that's how you slowly draw China into this where if China starts running into this where if China starts running into this where if China starts running like missions to protect their ships like missions to protect their ships like missions to protect their ships from the US, okay, now Chinese ships are from the US, okay, now Chinese ships are from the US, okay, now Chinese ships are flowing through without having to turn flowing through without having to turn flowing through without having to turn off their transponders. Now, that's me, off their transponders. Now, that's me, off their transponders. Now, that's me, you know, reaching into the future. I you know, reaching into the future. I you know, reaching into the future. I have not heard anybody say that's what have not heard anybody say that's what have not heard anybody say that's what they're going to do. But it's like you they're going to do. But it's like you they're going to do. But it's like you can see how if China, because China's can see how if China, because China's can see how if China, because China's already pulled back on exporting their already pulled back on exporting their already pulled back on exporting their oil, so now they're saying, "Okay, hold oil, so now they're saying, "Okay, hold oil, so now they're saying, "Okay, hold on. We're refining. We're going to keep on. We're refining. We're going to keep on. We're refining. We're going to keep it all here. We're going to make sure it all here. We're going to make sure it all here. We're going to make sure that we deal with domestic production." that we deal with domestic production." that we deal with domestic production." >> China has raised their rates. And so >> China has raised their rates. And so >> China has raised their rates. And so they're going to say, "Okay, there's a they're going to say, "Okay, there's a they're going to say, "Okay, there's a limit to how much we're willing to raise limit to how much we're willing to raise limit to how much we're willing to raise our rates before we go in and start at our rates before we go in and start at our rates before we go in and start at least making sure that our ships are least making sure that our ships are least making sure that our ships are able to get through." What that ends up able to get through." What that ends up able to get through." What that ends up looking like is an unknown question, but looking like is an unknown question, but looking like is an unknown question, but it will make them far more vocal and it will make them far more vocal and it will make them far more vocal and loud about what their position is. I loud about what their position is. I loud about what their position is. I would be very surprised if they came in would be very surprised if they came in would be very surprised if they came in kinetically, but they've already sent kinetically, but they've already sent kinetically, but they've already sent big ships to give intel, so they're big ships to give intel, so they're big ships to give intel, so they're certainly not opposed to helping Iran in certainly not opposed to helping Iran in certainly not opposed to helping Iran in that. that. that. >> They're sharing intelligence and weapons >> They're sharing intelligence and weapons >> They're sharing intelligence and weapons already. It's one more step. already. It's one more step. already. It's one more step. >> I want to dive back into the >> I want to dive back into the >> I want to dive back into the decentralized military aspect of this decentralized military aspect of this decentralized military aspect of this because I think everybody watches Saving because I think everybody watches Saving because I think everybody watches Saving Private Ryan. We all play Call of Duty Private Ryan. We all play Call of Duty Private Ryan. We all play Call of Duty and Fortnite. We're like, just go in and Fortnite. We're like, just go in and Fortnite. We're like, just go in there and shoot that guy. You killed the there and shoot that guy. You killed the there and shoot that guy. You killed the leaders, bomb the White House, we're leaders, bomb the White House, we're leaders, bomb the White House, we're done. We could wrap it up. But I think done. We could wrap it up. But I think done. We could wrap it up. But I think this was a good point you built up that this was a good point you built up that this was a good point you built up that their military is decentralized. So their military is decentralized. So their military is decentralized. So there's not a core hub. There's not a there's not a core hub. There's not a there's not a core hub. There's not a the part there's not a Pentagon that we the part there's not a Pentagon that we the part there's not a Pentagon that we can kind of come all the command comes can kind of come all the command comes can kind of come all the command comes out of. So with this um they also out of. So with this um they also out of. So with this um they also announced that they will start targeting announced that they will start targeting announced that they will start targeting American institutions in the region. So American institutions in the region. So American institutions in the region. So you have Iran is publishing a hit list you have Iran is publishing a hit list you have Iran is publishing a hit list naming Google, Amazon, Microsoft, naming Google, Amazon, Microsoft, naming Google, Amazon, Microsoft, Nvidia, IBM, Oracle, Planet Palanteer Nvidia, IBM, Oracle, Planet Palanteer Nvidia, IBM, Oracle, Planet Palanteer which all has offices in the Middle which all has offices in the Middle which all has offices in the Middle East, Israel, Dubai and Abu Dhabi. So East, Israel, Dubai and Abu Dhabi. So East, Israel, Dubai and Abu Dhabi. So now you have a decentralized military now you have a decentralized military now you have a decentralized military who has listed a bunch of targets and who has listed a bunch of targets and who has listed a bunch of targets and because you just chopped off the head, because you just chopped off the head, because you just chopped off the head, you don't know who's leading what, who's you don't know who's leading what, who's you don't know who's leading what, who's popping up and who's taking that popping up and who's taking that popping up and who's taking that control. Break down kind of control. Break down kind of control. Break down kind of decentralized military side and how this decentralized military side and how this decentralized military side and how this makes the war even more complicated for makes the war even more complicated for makes the war even more complicated for us. us. us. >> Yeah, this is one of the things that >> Yeah, this is one of the things that >> Yeah, this is one of the things that people that are trying to map out what's people that are trying to map out what's people that are trying to map out what's going to happen have got to take into going to happen have got to take into going to happen have got to take into consideration. The decentralized consideration. The decentralized consideration. The decentralized military that Iran is running is so military that Iran is running is so military that Iran is running is so decentralized that it runs the risk of decentralized that it runs the risk of decentralized that it runs the risk of becoming essentially a well-armed becoming essentially a well-armed becoming essentially a well-armed headless chicken that can't be stopped headless chicken that can't be stopped headless chicken that can't be stopped from running around and spraying blood from running around and spraying blood from running around and spraying blood on everything. And that idea that it on everything. And that idea that it on everything. And that idea that it can't be stopped is what people have to can't be stopped is what people have to can't be stopped is what people have to think about. So if Trump is going to think about. So if Trump is going to think about. So if Trump is going to have an exit from this war, there has to have an exit from this war, there has to have an exit from this war, there has to be somebody that you can talk to because be somebody that you can talk to because be somebody that you can talk to because if you stop and they don't, then you've if you stop and they don't, then you've if you stop and they don't, then you've gotten nowhere. If we say, "Okay, cool. gotten nowhere. If we say, "Okay, cool. gotten nowhere. If we say, "Okay, cool. ceasefire, but then they keep bombing ceasefire, but then they keep bombing ceasefire, but then they keep bombing the Strait of Hormuz, the Strait of Hormuz, the Strait of Hormuz, you've gained nothing. Now, in 2007, a you've gained nothing. Now, in 2007, a you've gained nothing. Now, in 2007, a general named Muhammad Ali Jafari took general named Muhammad Ali Jafari took general named Muhammad Ali Jafari took over Iran's revolutionary guard. And he over Iran's revolutionary guard. And he over Iran's revolutionary guard. And he was part of the generation that watched was part of the generation that watched was part of the generation that watched the US topple Saddam Hussein's entire the US topple Saddam Hussein's entire the US topple Saddam Hussein's entire military in just three weeks. And um military in just three weeks. And um military in just three weeks. And um Hussein Saddam ended up like hiding in a Hussein Saddam ended up like hiding in a Hussein Saddam ended up like hiding in a hole in a ground. if you guys remember hole in a ground. if you guys remember hole in a ground. if you guys remember that, if you're old enough to remember that, if you're old enough to remember that, if you're old enough to remember him getting pulled out of that. I mean, him getting pulled out of that. I mean, him getting pulled out of that. I mean, it was just absolutely wild. And so, it was just absolutely wild. And so, it was just absolutely wild. And so, Jafari ends up walking away from Jafari ends up walking away from Jafari ends up walking away from watching all of that, deciding he's watching all of that, deciding he's watching all of that, deciding he's going to decentralize his army to avoid going to decentralize his army to avoid going to decentralize his army to avoid a potential decapitation uh from being a potential decapitation uh from being a potential decapitation uh from being something that could shut down the something that could shut down the something that could shut down the military. It's actually brilliant. military. It's actually brilliant. military. It's actually brilliant. Again, to Drew's point, like whether you Again, to Drew's point, like whether you Again, to Drew's point, like whether you see them as the enemy or not, you want see them as the enemy or not, you want see them as the enemy or not, you want to be able to identify what they're to be able to identify what they're to be able to identify what they're doing that makes sense. And this is doing that makes sense. And this is doing that makes sense. And this is really quite brilliant if you want to really quite brilliant if you want to really quite brilliant if you want to make sure that you don't succumb to that make sure that you don't succumb to that make sure that you don't succumb to that problem. Now, it creates another problem problem. Now, it creates another problem problem. Now, it creates another problem for you, but it is very good at for you, but it is very good at for you, but it is very good at defending against the decapitation, defending against the decapitation, defending against the decapitation, being able to stop you in your tracks. being able to stop you in your tracks. being able to stop you in your tracks. So, Jafari ends up splitting the IRGC So, Jafari ends up splitting the IRGC So, Jafari ends up splitting the IRGC into 31 separate provincial commands. into 31 separate provincial commands. into 31 separate provincial commands. So, one for every province in Iran. Each So, one for every province in Iran. Each So, one for every province in Iran. Each one got its own headquarters, its own one got its own headquarters, its own one got its own headquarters, its own weapons, its own fast boats, so that it weapons, its own fast boats, so that it weapons, its own fast boats, so that it could do these lightning quick uh could do these lightning quick uh could do these lightning quick uh attacks. it own it. They all have their attacks. it own it. They all have their attacks. it own it. They all have their own drones and their own missiles. And own drones and their own missiles. And own drones and their own missiles. And then critically, they have then critically, they have then critically, they have pre-authorized launch orders that don't pre-authorized launch orders that don't pre-authorized launch orders that don't require additional permission from require additional permission from require additional permission from above. That means kill as many supreme above. That means kill as many supreme above. That means kill as many supreme leaders as you want. And the only way leaders as you want. And the only way leaders as you want. And the only way that doing that is actually going to that doing that is actually going to that doing that is actually going to stop these attacks is because the will stop these attacks is because the will stop these attacks is because the will of the people to fight goes away. And of the people to fight goes away. And of the people to fight goes away. And then the people in the military are then the people in the military are then the people in the military are like, "Listen, I know I can. I have the like, "Listen, I know I can. I have the like, "Listen, I know I can. I have the authorization, but I can feel that authorization, but I can feel that authorization, but I can feel that things have turned against me." And that things have turned against me." And that things have turned against me." And that is the big question mark is whether the is the big question mark is whether the is the big question mark is whether the people that want to rise up and push people that want to rise up and push people that want to rise up and push back against the regime are actually big back against the regime are actually big back against the regime are actually big enough in number and still have the will enough in number and still have the will enough in number and still have the will after 30,000 of them were slaughtered to after 30,000 of them were slaughtered to after 30,000 of them were slaughtered to do that because the whole architecture do that because the whole architecture do that because the whole architecture was designed for one specific scenario, was designed for one specific scenario, was designed for one specific scenario, the death of the supreme leader. So that the death of the supreme leader. So that the death of the supreme leader. So that it's going to keep going on and they'll it's going to keep going on and they'll it's going to keep going on and they'll just keep putting in new ones, keep just keep putting in new ones, keep just keep putting in new ones, keep putting in new ones. So the hope if putting in new ones. So the hope if putting in new ones. So the hope if you're the US is that as you replace you're the US is that as you replace you're the US is that as you replace these subsequent supreme leaders that these subsequent supreme leaders that these subsequent supreme leaders that each one has a little bit less um each one has a little bit less um each one has a little bit less um uniform support and that the fractures uniform support and that the fractures uniform support and that the fractures begin to show. Now of course rumors begin to show. Now of course rumors begin to show. Now of course rumors abound that this kind of fracturing is abound that this kind of fracturing is abound that this kind of fracturing is already happening in Iran. We're going already happening in Iran. We're going already happening in Iran. We're going to have to watch and see if that's to have to watch and see if that's to have to watch and see if that's actually true uh or if that's more spin, actually true uh or if that's more spin, actually true uh or if that's more spin, more propaganda. I'd be a little more propaganda. I'd be a little more propaganda. I'd be a little surprised if it wasn't true just from surprised if it wasn't true just from surprised if it wasn't true just from what I know about humans. Forget the what I know about humans. Forget the what I know about humans. Forget the specifics of Iran. It's just about what specifics of Iran. It's just about what specifics of Iran. It's just about what do you know about humans? And think do you know about humans? And think do you know about humans? And think about leadership here in the US. There about leadership here in the US. There about leadership here in the US. There is a big difference between Trump and is a big difference between Trump and is a big difference between Trump and just somebody else, right? So Trump is just somebody else, right? So Trump is just somebody else, right? So Trump is going to have supporters that say JD going to have supporters that say JD going to have supporters that say JD Vance wouldn't have. So keep that in Vance wouldn't have. So keep that in Vance wouldn't have. So keep that in mind. My gut instinct is as we go down mind. My gut instinct is as we go down mind. My gut instinct is as we go down that it will split further and further that it will split further and further that it will split further and further until you get to the point where one until you get to the point where one until you get to the point where one cleric believes it should be him. It's cleric believes it should be him. It's cleric believes it should be him. It's not him. And then there are supporters not him. And then there are supporters not him. And then there are supporters of that guy. And so that's the kind of of that guy. And so that's the kind of of that guy. And so that's the kind of scenario that could still play out even scenario that could still play out even scenario that could still play out even in a decapitation scenario where the in a decapitation scenario where the in a decapitation scenario where the army Whoa. The army is continuing to do army Whoa. The army is continuing to do army Whoa. The army is continuing to do its thing. I'm getting too excited over its thing. I'm getting too excited over its thing. I'm getting too excited over here, Drew. I'm just throwing water here, Drew. I'm just throwing water here, Drew. I'm just throwing water everywhere. All right. everywhere. All right. everywhere. All right. >> You mind? >> You mind? >> You mind? >> Thank you. >> Thank you. >> Thank you. >> Now, part of what makes the situation so >> Now, part of what makes the situation so >> Now, part of what makes the situation so deadly is the Iran uh Iran's deadly is the Iran uh Iran's deadly is the Iran uh Iran's constitution gives the Supreme Leader constitution gives the Supreme Leader constitution gives the Supreme Leader and only the Supreme Leader command over and only the Supreme Leader command over and only the Supreme Leader command over the armed forces. So even though they the armed forces. So even though they the armed forces. So even though they have a president, the president can't have a president, the president can't have a president, the president can't countermand a provincial commander. countermand a provincial commander. countermand a provincial commander. Parliament can't revoke firing authority Parliament can't revoke firing authority Parliament can't revoke firing authority once it's been given. Only the supreme once it's been given. Only the supreme once it's been given. Only the supreme leader can turn off the war machine. And leader can turn off the war machine. And leader can turn off the war machine. And the new supreme leader, Mojaba Kmeni, the new supreme leader, Mojaba Kmeni, the new supreme leader, Mojaba Kmeni, this is Kmeni's son, uh is reportedly in this is Kmeni's son, uh is reportedly in this is Kmeni's son, uh is reportedly in critical condition and on a ventilator critical condition and on a ventilator critical condition and on a ventilator somewhere in an ICU under heavy somewhere in an ICU under heavy somewhere in an ICU under heavy protection. Now, I want to be very protection. Now, I want to be very protection. Now, I want to be very clear. These reports are unverified, but clear. These reports are unverified, but clear. These reports are unverified, but they've been swirling for a while now. they've been swirling for a while now. they've been swirling for a while now. And every day that passes where we don't And every day that passes where we don't And every day that passes where we don't see or hear from him, the rumors see or hear from him, the rumors see or hear from him, the rumors obviously gain a little bit more obviously gain a little bit more obviously gain a little bit more credibility because nothing would credibility because nothing would credibility because nothing would bolster the Iranian regime supporting bolster the Iranian regime supporting bolster the Iranian regime supporting people more than him making a message, people more than him making a message, people more than him making a message, even if it's from an underground bunker even if it's from an underground bunker even if it's from an underground bunker somewhere, to make a message telling the somewhere, to make a message telling the somewhere, to make a message telling the people, you know, that they're going to people, you know, that they're going to people, you know, that they're going to do this, that, or the other. So, it is do this, that, or the other. So, it is do this, that, or the other. So, it is very surprising that we're not seeing very surprising that we're not seeing very surprising that we're not seeing more of that. Now, right now, there may more of that. Now, right now, there may more of that. Now, right now, there may not be anyone that can hit the kill not be anyone that can hit the kill not be anyone that can hit the kill switch on the war from the Iranian side. switch on the war from the Iranian side. switch on the war from the Iranian side. And so, that's something that the US And so, that's something that the US And so, that's something that the US strategic command needs to take into strategic command needs to take into strategic command needs to take into consideration. And again, that's by consideration. And again, that's by consideration. And again, that's by design. The 31 um command like the the design. The 31 um command like the the design. The 31 um command like the the commanders, these guys are viewing them commanders, these guys are viewing them commanders, these guys are viewing them as being in chaos would be the wrong as being in chaos would be the wrong as being in chaos would be the wrong move. Viewing them as rogue would be the move. Viewing them as rogue would be the move. Viewing them as rogue would be the wrong move. They are doing literally wrong move. They are doing literally wrong move. They are doing literally what they've been told to do. This is what they've been told to do. This is what they've been told to do. This is the structure. Fight independently with the structure. Fight independently with the structure. Fight independently with whatever you have access to for as long whatever you have access to for as long whatever you have access to for as long as it takes without waiting for any more as it takes without waiting for any more as it takes without waiting for any more instructions to come. And so if you're a instructions to come. And so if you're a instructions to come. And so if you're a diplomat walking into that scenario diplomat walking into that scenario diplomat walking into that scenario trying to figure out how you're going to trying to figure out how you're going to trying to figure out how you're going to deal with this, who you're going to talk deal with this, who you're going to talk deal with this, who you're going to talk to, who you're going to negotiate with, to, who you're going to negotiate with, to, who you're going to negotiate with, uh you're going to be in for a bad time uh you're going to be in for a bad time uh you're going to be in for a bad time because there may not be any one person because there may not be any one person because there may not be any one person for you to make that connection with. So for you to make that connection with. So for you to make that connection with. So on that front, by the way, seven of the on that front, by the way, seven of the on that front, by the way, seven of the major PNI institutions that cover major PNI institutions that cover major PNI institutions that cover insurance for commercial shipping have insurance for commercial shipping have insurance for commercial shipping have reportedly modeled the probability that reportedly modeled the probability that reportedly modeled the probability that all 31 commands would simultaneously all 31 commands would simultaneously all 31 commands would simultaneously honor any ceasefire agreement that we honor any ceasefire agreement that we honor any ceasefire agreement that we could actually get put in place. Uh if could actually get put in place. Uh if could actually get put in place. Uh if we were to try to negotiate one, which we were to try to negotiate one, which we were to try to negotiate one, which by the way, as of right now, the US is by the way, as of right now, the US is by the way, as of right now, the US is not pursuing. But even if they did, not pursuing. But even if they did, not pursuing. But even if they did, these insurance investigators conclude these insurance investigators conclude these insurance investigators conclude there's basically a 0% chance that that there's basically a 0% chance that that there's basically a 0% chance that that would happen. So the scenario that you would happen. So the scenario that you would happen. So the scenario that you have right now is that well-armed have right now is that well-armed have right now is that well-armed headless chicken that's running around headless chicken that's running around headless chicken that's running around just blowing whatever up that it can. just blowing whatever up that it can. just blowing whatever up that it can. And so this is going to be much harder And so this is going to be much harder And so this is going to be much harder to certainly negotiate uh a ceasefire to certainly negotiate uh a ceasefire to certainly negotiate uh a ceasefire and it may be impossible to prosecute and it may be impossible to prosecute and it may be impossible to prosecute entirely from the air. We're about to entirely from the air. We're about to entirely from the air. We're about to find out. find out. find out. >> Uh I ran a poll you put I ran a poll on >> Uh I ran a poll you put I ran a poll on >> Uh I ran a poll you put I ran a poll on um on YouTube and it said, "What's your um on YouTube and it said, "What's your um on YouTube and it said, "What's your thoughts on the war? One is Trump is thoughts on the war? One is Trump is thoughts on the war? One is Trump is wrapping it up. Two, Trump bit off more wrapping it up. Two, Trump bit off more wrapping it up. Two, Trump bit off more than he can chew. Three, this was a than he can chew. Three, this was a than he can chew. Three, this was a cover up. And four, I don't know what to cover up. And four, I don't know what to cover up. And four, I don't know what to believe anymore. And the leader is one, believe anymore. And the leader is one, believe anymore. And the leader is one, Trump bit off more than he can chew. And Trump bit off more than he can chew. And Trump bit off more than he can chew. And the second was, I don't know what to the second was, I don't know what to the second was, I don't know what to believe anymore. So it seems like after believe anymore. So it seems like after believe anymore. So it seems like after that reporting, this headless, faceless, that reporting, this headless, faceless, that reporting, this headless, faceless, monstrous army. Now I'm starting to monstrous army. Now I'm starting to monstrous army. Now I'm starting to figure out this might have been more figure out this might have been more figure out this might have been more than we thought. This isn't people in than we thought. This isn't people in than we thought. This isn't people in bandanas and t-shirts like we were when bandanas and t-shirts like we were when bandanas and t-shirts like we were when we went to Afghanistan and Iraq. This is we went to Afghanistan and Iraq. This is we went to Afghanistan and Iraq. This is a wellarmed and prepared militia. It a wellarmed and prepared militia. It a wellarmed and prepared militia. It seemed like they've been waiting for seemed like they've been waiting for seemed like they've been waiting for this war and we kind of got baited into this war and we kind of got baited into this war and we kind of got baited into it. Uh I know we got to go to the US it. Uh I know we got to go to the US it. Uh I know we got to go to the US side and talk about the radar and things side and talk about the radar and things side and talk about the radar and things like that, but with the decentralized like that, but with the decentralized like that, but with the decentralized military, is this a unique problem that military, is this a unique problem that military, is this a unique problem that you think America has to deal with or do you think America has to deal with or do you think America has to deal with or do you think this is something that we knew you think this is something that we knew you think this is something that we knew it was coming? We just didn't think it it was coming? We just didn't think it it was coming? We just didn't think it was going to take this long. Like what was going to take this long. Like what was going to take this long. Like what do you think the push back was when they do you think the push back was when they do you think the push back was when they discovered how complex the military that discovered how complex the military that discovered how complex the military that war actually is? war actually is? war actually is? >> Well, if we find out that they did not >> Well, if we find out that they did not >> Well, if we find out that they did not anticipate decentralized command, a that anticipate decentralized command, a that anticipate decentralized command, a that would be shocking. I refuse to believe would be shocking. I refuse to believe would be shocking. I refuse to believe that's true. that's true. that's true. >> Uh and B, that would make them like >> Uh and B, that would make them like >> Uh and B, that would make them like capital R retards because this is capital R retards because this is capital R retards because this is exactly what we saw in Iraq. It was exactly what we saw in Iraq. It was exactly what we saw in Iraq. It was completely decentralized. This is what completely decentralized. This is what completely decentralized. This is what you see in Afghanistan. This is how you see in Afghanistan. This is how you see in Afghanistan. This is how Afghanistan has been able to quote Afghanistan has been able to quote Afghanistan has been able to quote unquote bankrupt empires time after time unquote bankrupt empires time after time unquote bankrupt empires time after time is it's a bunch of guys armed in caves. is it's a bunch of guys armed in caves. is it's a bunch of guys armed in caves. And so you try to go deal with that and And so you try to go deal with that and And so you try to go deal with that and each one just does their own thing. And each one just does their own thing. And each one just does their own thing. And so the US has spent the last 20 years so the US has spent the last 20 years so the US has spent the last 20 years dealing with this exact problem. So dealing with this exact problem. So dealing with this exact problem. So there's no way that they didn't consider there's no way that they didn't consider there's no way that they didn't consider it. Um what will be interesting to watch it. Um what will be interesting to watch it. Um what will be interesting to watch play out is whether Trump had any sense play out is whether Trump had any sense play out is whether Trump had any sense of what does this look like as we try to of what does this look like as we try to of what does this look like as we try to exit because exit because exit because >> he mapped out what would happen in >> he mapped out what would happen in >> he mapped out what would happen in Venezuela so well. There's no way he Venezuela so well. There's no way he Venezuela so well. There's no way he didn't come out of that a little bit didn't come out of that a little bit didn't come out of that a little bit cocky. cocky. cocky. >> Mhm. And so my concern isn't that he >> Mhm. And so my concern isn't that he >> Mhm. And so my concern isn't that he didn't see these things coming as didn't see these things coming as didn't see these things coming as possibilities. Meaning somebody didn't possibilities. Meaning somebody didn't possibilities. Meaning somebody didn't put a brief on his desk that said, put a brief on his desk that said, put a brief on his desk that said, "Listen, this guy has broken the IRGC up "Listen, this guy has broken the IRGC up "Listen, this guy has broken the IRGC up into 31 provinces. I don't think this is into 31 provinces. I don't think this is into 31 provinces. I don't think this is it's it might be news for us as the it's it might be news for us as the it's it might be news for us as the average people um in the media, but it's average people um in the media, but it's average people um in the media, but it's not for classified information. No way." not for classified information. No way." not for classified information. No way." Like they're going to know about this Like they're going to know about this Like they're going to know about this stuff. if they're able to strike you in stuff. if they're able to strike you in stuff. if they're able to strike you in your bedroom, you know, almost no matter your bedroom, you know, almost no matter your bedroom, you know, almost no matter where you are, what you're trying to do, where you are, what you're trying to do, where you are, what you're trying to do, they know the second these guys get they know the second these guys get they know the second these guys get grouped up together, uh, and they're grouped up together, uh, and they're grouped up together, uh, and they're taking them out with precision taking them out with precision taking them out with precision munitions, the intelligence has been munitions, the intelligence has been munitions, the intelligence has been validated over and over and over and validated over and over and over and validated over and over and over and over and over. over and over. over and over. >> So, uh, this it's not that it's a >> So, uh, this it's not that it's a >> So, uh, this it's not that it's a surprise, it's just as you build a surprise, it's just as you build a surprise, it's just as you build a mental map of what you're coming into mental map of what you're coming into mental map of what you're coming into when to be a person like Donald Trump, when to be a person like Donald Trump, when to be a person like Donald Trump, you have to believe in yourself well you have to believe in yourself well you have to believe in yourself well past the realm of reason. And so this is past the realm of reason. And so this is past the realm of reason. And so this is how these guys always end up getting how these guys always end up getting how these guys always end up getting tripped up. Now, I don't know that Trump tripped up. Now, I don't know that Trump tripped up. Now, I don't know that Trump is tripped up. He may this may be a part is tripped up. He may this may be a part is tripped up. He may this may be a part of his strategy. But it's all too easy of his strategy. But it's all too easy of his strategy. But it's all too easy to see how the punchline here may be to see how the punchline here may be to see how the punchline here may be that he ends up tripping himself up by that he ends up tripping himself up by that he ends up tripping himself up by believing he's going to go in with believing he's going to go in with believing he's going to go in with overwhelming might that these guys are overwhelming might that these guys are overwhelming might that these guys are going to back down. They were even going to back down. They were even going to back down. They were even signaling this during the negotiations. signaling this during the negotiations. signaling this during the negotiations. They were saying that, you know, I'm They were saying that, you know, I'm They were saying that, you know, I'm surprised they haven't capitulated. I surprised they haven't capitulated. I surprised they haven't capitulated. I think it was um Steve Wickoff that said think it was um Steve Wickoff that said think it was um Steve Wickoff that said that. So he's the guy in the room and that. So he's the guy in the room and that. So he's the guy in the room and Trump said to him, "I'm surprised these Trump said to him, "I'm surprised these Trump said to him, "I'm surprised these guys haven't capitulated. We've put so guys haven't capitulated. We've put so guys haven't capitulated. We've put so much military hardware off their coast much military hardware off their coast much military hardware off their coast and they're still moving forward." Which and they're still moving forward." Which and they're still moving forward." Which should have been his first clue that should have been his first clue that should have been his first clue that these guys are approaching this in a these guys are approaching this in a these guys are approaching this in a very different way. And so I worry that very different way. And so I worry that very different way. And so I worry that Trump is basically projecting how he Trump is basically projecting how he Trump is basically projecting how he would act in the same situation and it would act in the same situation and it would act in the same situation and it isn't how they're going to act. And I isn't how they're going to act. And I isn't how they're going to act. And I talked about this before. I think the talked about this before. I think the talked about this before. I think the Iranians really see this as existential. Iranians really see this as existential. Iranians really see this as existential. If there is the kind of uprising that I If there is the kind of uprising that I If there is the kind of uprising that I believe there was in very recent days, believe there was in very recent days, believe there was in very recent days, then they know that they're teetering on then they know that they're teetering on then they know that they're teetering on a knife's edge of being able to stay in a knife's edge of being able to stay in a knife's edge of being able to stay in power, this is one of the reasons that power, this is one of the reasons that power, this is one of the reasons that they're so absolutely gung-ho to get a they're so absolutely gung-ho to get a they're so absolutely gung-ho to get a nuclear weapon. It's the only way for nuclear weapon. It's the only way for nuclear weapon. It's the only way for them to be the big dog in that region to them to be the big dog in that region to them to be the big dog in that region to back everybody down to become like North back everybody down to become like North back everybody down to become like North Korea where once you have a nuclear Korea where once you have a nuclear Korea where once you have a nuclear weapon, then you know the US isn't going weapon, then you know the US isn't going weapon, then you know the US isn't going to [ __ ] with you because you just the to [ __ ] with you because you just the to [ __ ] with you because you just the damage that you can inflict is so great damage that you can inflict is so great damage that you can inflict is so great that people back off. That's what that people back off. That's what that people back off. That's what history tells us is people leave nuclear history tells us is people leave nuclear history tells us is people leave nuclear powers alone. And so I don't think that powers alone. And so I don't think that powers alone. And so I don't think that um that you should project a mental map um that you should project a mental map um that you should project a mental map onto them that these are going to be onto them that these are going to be onto them that these are going to be people that negotiate in the same way people that negotiate in the same way people that negotiate in the same way that you do, that want a negotiated that you do, that want a negotiated that you do, that want a negotiated settlement, that they want to be quote settlement, that they want to be quote settlement, that they want to be quote unquote reasonable. Um ultimately, they unquote reasonable. Um ultimately, they unquote reasonable. Um ultimately, they have an agenda they're going to pursue have an agenda they're going to pursue have an agenda they're going to pursue because they know if they lose, they're because they know if they lose, they're because they know if they lose, they're going to be not only out of power, but going to be not only out of power, but going to be not only out of power, but out of power could mean dead. uh as out of power could mean dead. uh as out of power could mean dead. uh as we've so seen so many repressive regimes we've so seen so many repressive regimes we've so seen so many repressive regimes either have to flee the country or they either have to flee the country or they either have to flee the country or they get assassinated. So I think that's the get assassinated. So I think that's the get assassinated. So I think that's the calculus that they're running in the calculus that they're running in the calculus that they're running in the back of their minds and so they don't back of their minds and so they don't back of their minds and so they don't want to be a puppet to the US. Uh and if want to be a puppet to the US. Uh and if want to be a puppet to the US. Uh and if you're watching Venezuela and you see you're watching Venezuela and you see you're watching Venezuela and you see that's exactly what they did to that's exactly what they did to that's exactly what they did to Venezuela and you think hm that's not Venezuela and you think hm that's not Venezuela and you think hm that's not what I want to happen here. We're not what I want to happen here. We're not what I want to happen here. We're not only a proud people because I imagine only a proud people because I imagine only a proud people because I imagine the Venezuelans are proud, but we're not the Venezuelans are proud, but we're not the Venezuelans are proud, but we're not only a proud people, but we have uh far only a proud people, but we have uh far only a proud people, but we have uh far more military might and we are willing more military might and we are willing more military might and we are willing to fight over this stuff. Um so I think to fight over this stuff. Um so I think to fight over this stuff. Um so I think we're seeing something more like that. we're seeing something more like that. we're seeing something more like that. Now, in terms of what's the how do you Now, in terms of what's the how do you Now, in terms of what's the how do you extricate yourself from a military that extricate yourself from a military that extricate yourself from a military that is decentralized? Um I I'm going to is decentralized? Um I I'm going to is decentralized? Um I I'm going to guess here, but my mental map of Trump guess here, but my mental map of Trump guess here, but my mental map of Trump goes something like this. He cannot see goes something like this. He cannot see goes something like this. He cannot see past negotiations. So, I think he's past negotiations. So, I think he's past negotiations. So, I think he's trying to hurt them to the point that trying to hurt them to the point that trying to hurt them to the point that they'll come to the negotiating table. they'll come to the negotiating table. they'll come to the negotiating table. I'm just not sure who he thinks is going I'm just not sure who he thinks is going I'm just not sure who he thinks is going to come to the negotiating table. So, I to come to the negotiating table. So, I to come to the negotiating table. So, I think ultimately um he has some vague think ultimately um he has some vague think ultimately um he has some vague sense. And by the way, I say this to sense. And by the way, I say this to sense. And by the way, I say this to entrepreneurs all the time. Emotions entrepreneurs all the time. Emotions entrepreneurs all the time. Emotions will make dots feel like they connect will make dots feel like they connect will make dots feel like they connect that don't actually connect. So, in that don't actually connect. So, in that don't actually connect. So, in Trump's mind, I'm sure it feels like he Trump's mind, I'm sure it feels like he Trump's mind, I'm sure it feels like he doesn't sit there and map out every beat doesn't sit there and map out every beat doesn't sit there and map out every beat of all this. It just feels like yes, of all this. It just feels like yes, of all this. It just feels like yes, we'll bomb them into pain and suffering we'll bomb them into pain and suffering we'll bomb them into pain and suffering and they will then come to the table and and they will then come to the table and and they will then come to the table and then nobody pushes him to say who's then nobody pushes him to say who's then nobody pushes him to say who's going to come to the table. And if they going to come to the table. And if they going to come to the table. And if they do push him that far, he's going to say do push him that far, he's going to say do push him that far, he's going to say something like, "Well, whoever they something like, "Well, whoever they something like, "Well, whoever they elect to be supreme leader, I'm not elect to be supreme leader, I'm not elect to be supreme leader, I'm not there for regime change. I hope that the there for regime change. I hope that the there for regime change. I hope that the Iranian people rise up. That would be Iranian people rise up. That would be Iranian people rise up. That would be wonderful. I'm not necessarily counting wonderful. I'm not necessarily counting wonderful. I'm not necessarily counting on it." Okay, but yeah, let's say then on it." Okay, but yeah, let's say then on it." Okay, but yeah, let's say then that it doesn't happen. Who's coming to that it doesn't happen. Who's coming to that it doesn't happen. Who's coming to the negotiating table? And I'm again I'm the negotiating table? And I'm again I'm the negotiating table? And I'm again I'm guessing I don't have any insight guessing I don't have any insight guessing I don't have any insight information but I know humans and humans information but I know humans and humans information but I know humans and humans tend to handwave that kind of thing away tend to handwave that kind of thing away tend to handwave that kind of thing away because it's two or three orders of because it's two or three orders of because it's two or three orders of consequence down the road and they're consequence down the road and they're consequence down the road and they're just like well there will have to be just like well there will have to be just like well there will have to be somebody running the country and if somebody running the country and if somebody running the country and if there's nobody running the country that there's nobody running the country that there's nobody running the country that could do the negotiating then they'll be could do the negotiating then they'll be could do the negotiating then they'll be in such disarray that it will work to in such disarray that it will work to in such disarray that it will work to our advantage. And at some point they our advantage. And at some point they our advantage. And at some point they just terminate in one of those end just terminate in one of those end just terminate in one of those end points where it's either there will be points where it's either there will be points where it's either there will be somebody or there won't be somebody and somebody or there won't be somebody and somebody or there won't be somebody and this is how it will play out. But this is how it will play out. But this is how it will play out. But they're not thinking, hold on, there's they're not thinking, hold on, there's they're not thinking, hold on, there's no one to negotiate a ceasefire with. no one to negotiate a ceasefire with. no one to negotiate a ceasefire with. And so they just keep [ __ ] up the And so they just keep [ __ ] up the And so they just keep [ __ ] up the straight of Hormuz. This is driving up straight of Hormuz. This is driving up straight of Hormuz. This is driving up energy costs around the world. And now energy costs around the world. And now energy costs around the world. And now everybody's mad at you because Iran is everybody's mad at you because Iran is everybody's mad at you because Iran is negotiating deals with people to get negotiating deals with people to get negotiating deals with people to get them through the straight of Hormuz. And them through the straight of Hormuz. And them through the straight of Hormuz. And then it becomes, oh, all of a sudden then it becomes, oh, all of a sudden then it becomes, oh, all of a sudden allies of the US are not able to get allies of the US are not able to get allies of the US are not able to get through the straight of Hormuz. And then through the straight of Hormuz. And then through the straight of Hormuz. And then nonallies are, and that would be a bad nonallies are, and that would be a bad nonallies are, and that would be a bad look. Now, we're not there yet, but I look. Now, we're not there yet, but I look. Now, we're not there yet, but I could certainly see us getting there. could certainly see us getting there. could certainly see us getting there. This is a lot. This is a lot. This is a lot. >> [laughter] >> [laughter] >> [laughter] >> I'm a bit overwhelmed. And reports now >> I'm a bit overwhelmed. And reports now >> I'm a bit overwhelmed. And reports now are coming out that Iran is actually up. are coming out that Iran is actually up. are coming out that Iran is actually up. There was a British journalist that gave There was a British journalist that gave There was a British journalist that gave satellite images before and after satellite images before and after satellite images before and after certain military facilities in the certain military facilities in the certain military facilities in the region. And we did take some losses. We region. And we did take some losses. We region. And we did take some losses. We took a couple meaningful hits. We have a took a couple meaningful hits. We have a took a couple meaningful hits. We have a couple meaningful radar uh systems that couple meaningful radar uh systems that couple meaningful radar uh systems that are out. We're relocating a radar system are out. We're relocating a radar system are out. We're relocating a radar system from South Korea into the region because from South Korea into the region because from South Korea into the region because we're down some. So clearly the US is we're down some. So clearly the US is we're down some. So clearly the US is definitely reloading its guns. Do you definitely reloading its guns. Do you definitely reloading its guns. Do you think we get to the think we get to the think we get to the >> very nice way of saying it? [laughter] >> very nice way of saying it? [laughter] >> very nice way of saying it? [laughter] >> I was trying to, you know, bolster us >> I was trying to, you know, bolster us >> I was trying to, you know, bolster us up. I'm still team America. As much as I up. I'm still team America. As much as I up. I'm still team America. As much as I talk junk, like I I do want us to thrive talk junk, like I I do want us to thrive talk junk, like I I do want us to thrive and win, but it's one of those things. and win, but it's one of those things. and win, but it's one of those things. Do you think that we'll be able to Do you think that we'll be able to Do you think that we'll be able to overcome this setback and figure out a overcome this setback and figure out a overcome this setback and figure out a way out of this? Or do you think at this way out of this? Or do you think at this way out of this? Or do you think at this point now it's just a way for Trump to point now it's just a way for Trump to point now it's just a way for Trump to save face and kind of say, "Okay, we save face and kind of say, "Okay, we save face and kind of say, "Okay, we tried our best. Let's just get out here tried our best. Let's just get out here tried our best. Let's just get out here and minimize loss." and minimize loss." and minimize loss." >> I think we're still in the early weeks >> I think we're still in the early weeks >> I think we're still in the early weeks of this war, so I wouldn't get um too of this war, so I wouldn't get um too of this war, so I wouldn't get um too hysterical yet. If we start getting into hysterical yet. If we start getting into hysterical yet. If we start getting into week five and six and we are seeing gas week five and six and we are seeing gas week five and six and we are seeing gas prices just climbing, climbing, climbing prices just climbing, climbing, climbing prices just climbing, climbing, climbing and the problem um not you know we've and the problem um not you know we've and the problem um not you know we've dropped it down whatever 92% let's say dropped it down whatever 92% let's say dropped it down whatever 92% let's say in terms of their ability to launch in terms of their ability to launch in terms of their ability to launch ballistic missiles and drones. But if it ballistic missiles and drones. But if it ballistic missiles and drones. But if it stays there and then those drones and stays there and then those drones and stays there and then those drones and rockets are getting through so that the rockets are getting through so that the rockets are getting through so that the damage being done even though it's a damage being done even though it's a damage being done even though it's a much lower rate of fire, if the damage much lower rate of fire, if the damage much lower rate of fire, if the damage being done is you know on par with what being done is you know on par with what being done is you know on par with what was happening before then I don't think was happening before then I don't think was happening before then I don't think people are going to be satisfied with people are going to be satisfied with people are going to be satisfied with that. I think we will have a problem and that. I think we will have a problem and that. I think we will have a problem and that's when people will uh be able to that's when people will uh be able to that's when people will uh be able to bang that drum and say okay something bang that drum and say okay something bang that drum and say okay something really bad is happening here. Uh in really bad is happening here. Uh in really bad is happening here. Uh in terms of the no radar thing, social terms of the no radar thing, social terms of the no radar thing, social media is full of claims that rockets are media is full of claims that rockets are media is full of claims that rockets are now raining down on Israel with zero now raining down on Israel with zero now raining down on Israel with zero warning because US and Israeli radar warning because US and Israeli radar warning because US and Israeli radar systems have been totally wiped out. But systems have been totally wiped out. But systems have been totally wiped out. But the question is is it actually true? the question is is it actually true? the question is is it actually true? Now, I'm guessing you guys spend as much Now, I'm guessing you guys spend as much Now, I'm guessing you guys spend as much time uh on X as I do, and you will, I time uh on X as I do, and you will, I time uh on X as I do, and you will, I think, agree that right now the level of think, agree that right now the level of think, agree that right now the level of [ __ ] and fakery is insane. It is off [ __ ] and fakery is insane. It is off [ __ ] and fakery is insane. It is off the charts. And the charts. And the charts. And a big part of what all of us have to do a big part of what all of us have to do a big part of what all of us have to do right now is cut through that. And so, right now is cut through that. And so, right now is cut through that. And so, I'm spending a significant portion of I'm spending a significant portion of I'm spending a significant portion of the time that I would normally dedicate the time that I would normally dedicate the time that I would normally dedicate to just prepping the show to just to just prepping the show to just to just prepping the show to just fact-checking. Now, as you get into the fact-checking. Now, as you get into the fact-checking. Now, as you get into the fact checks on the radar, unfortunately, fact checks on the radar, unfortunately, fact checks on the radar, unfortunately, some of the idea that the US and Israeli some of the idea that the US and Israeli some of the idea that the US and Israeli um radar capabilities have been um radar capabilities have been um radar capabilities have been degraded, it's actually true. Now, it's degraded, it's actually true. Now, it's degraded, it's actually true. Now, it's largely exaggerated. So, you have to be largely exaggerated. So, you have to be largely exaggerated. So, you have to be careful in terms of it isn't the careful in terms of it isn't the careful in terms of it isn't the hysterical, you know, everything is just hysterical, you know, everything is just hysterical, you know, everything is just getting through and everybody's blind. getting through and everybody's blind. getting through and everybody's blind. It isn't that. And then I will also It isn't that. And then I will also It isn't that. And then I will also remind you whatever damage they're doing remind you whatever damage they're doing remind you whatever damage they're doing to the US bases, to our allies in the to the US bases, to our allies in the to the US bases, to our allies in the region, to Israel is going to be less region, to Israel is going to be less region, to Israel is going to be less than we're doing to them. So both sides than we're doing to them. So both sides than we're doing to them. So both sides are being degraded. But the US and are being degraded. But the US and are being degraded. But the US and Israel and um some of the radar Israel and um some of the radar Israel and um some of the radar installations in other places across the installations in other places across the installations in other places across the region have been hit. So what I've been region have been hit. So what I've been region have been hit. So what I've been able to confirm so far by swimming able to confirm so far by swimming able to confirm so far by swimming through an endless sea of propaganda and through an endless sea of propaganda and through an endless sea of propaganda and AI fakery, uh Iran has managed to hit AI fakery, uh Iran has managed to hit AI fakery, uh Iran has managed to hit some of the US radar infrastructure some of the US radar infrastructure some of the US radar infrastructure across the region. Satellite imagery across the region. Satellite imagery across the region. Satellite imagery confirmed that THAAD radar that was set confirmed that THAAD radar that was set confirmed that THAAD radar that was set up has been destroyed at our air base in up has been destroyed at our air base in up has been destroyed at our air base in Jordan. Another was hit near Prince Jordan. Another was hit near Prince Jordan. Another was hit near Prince Sultan Air Base in Saudi Arabia. Radar Sultan Air Base in Saudi Arabia. Radar Sultan Air Base in Saudi Arabia. Radar facilities were also struck in Qatar and facilities were also struck in Qatar and facilities were also struck in Qatar and two more locations in the United Arab two more locations in the United Arab two more locations in the United Arab Emirates. The James Martin Center for Emirates. The James Martin Center for Emirates. The James Martin Center for Non-prololiferation studies confirmed Non-prololiferation studies confirmed Non-prololiferation studies confirmed the Qar damage by looking at satellite the Qar damage by looking at satellite the Qar damage by looking at satellite analysis. So, we're pretty convinced analysis. So, we're pretty convinced analysis. So, we're pretty convinced that that is real. Um, now of course the that that is real. Um, now of course the that that is real. Um, now of course the US um is staying pretty mum, but they US um is staying pretty mum, but they US um is staying pretty mum, but they haven't denied any of this. And if it haven't denied any of this. And if it haven't denied any of this. And if it were just patently untrue, I think they were just patently untrue, I think they were just patently untrue, I think they would rush out to say that. So the fact would rush out to say that. So the fact would rush out to say that. So the fact that they're not denying it, I'm taking that they're not denying it, I'm taking that they're not denying it, I'm taking to mean that these reports really are to mean that these reports really are to mean that these reports really are accurate. Now CNN calculated the accurate. Now CNN calculated the accurate. Now CNN calculated the replacement cost for one destroyed THAAD replacement cost for one destroyed THAAD replacement cost for one destroyed THAAD radar system alone would be just under radar system alone would be just under radar system alone would be just under half a billion dollars. So these hits half a billion dollars. So these hits half a billion dollars. So these hits ain't coming cheap, man. Uh Iranian ain't coming cheap, man. Uh Iranian ain't coming cheap, man. Uh Iranian ballistic missiles have started landing ballistic missiles have started landing ballistic missiles have started landing inside of Israel. There are many inside of Israel. There are many inside of Israel. There are many confirmed impact sites in various confirmed impact sites in various confirmed impact sites in various locations and coming from um multiple locations and coming from um multiple locations and coming from um multiple verified reporting services. So that verified reporting services. So that verified reporting services. So that also seems to be legitimate. Missiles also seems to be legitimate. Missiles also seems to be legitimate. Missiles with cluster warheads have also been with cluster warheads have also been with cluster warheads have also been used and those are much harder to defend used and those are much harder to defend used and those are much harder to defend against. Um so these aren't small against. Um so these aren't small against. Um so these aren't small incidents like the hits they're taking incidents like the hits they're taking incidents like the hits they're taking are pretty brutal. Now, rumors have long are pretty brutal. Now, rumors have long are pretty brutal. Now, rumors have long been standing, but I have other than been standing, but I have other than been standing, but I have other than just I see it so much. My mental model just I see it so much. My mental model just I see it so much. My mental model is that it is true. I have not is that it is true. I have not is that it is true. I have not admittedly verified this. Uh, but admittedly verified this. Uh, but admittedly verified this. Uh, but supposedly um Israel really clamps down supposedly um Israel really clamps down supposedly um Israel really clamps down and censors people trying to post images and censors people trying to post images and censors people trying to post images of Israel getting hit. So, that may of Israel getting hit. So, that may of Israel getting hit. So, that may account for why you don't see an account for why you don't see an account for why you don't see an overwhelming uh amount of footage. You overwhelming uh amount of footage. You overwhelming uh amount of footage. You do see some, but you don't see an do see some, but you don't see an do see some, but you don't see an overwhelming amount of it coming out. overwhelming amount of it coming out. overwhelming amount of it coming out. So, I guess don't be too surprised. Most So, I guess don't be too surprised. Most So, I guess don't be too surprised. Most countries are going to do that at times countries are going to do that at times countries are going to do that at times of war. Uh, the most significant of war. Uh, the most significant of war. Uh, the most significant protective failure that I could actually protective failure that I could actually protective failure that I could actually verify happened on March 9th. This was verify happened on March 9th. This was verify happened on March 9th. This was the IDF itself confirming that two the IDF itself confirming that two the IDF itself confirming that two Hezbollah missiles hit central Israel. Hezbollah missiles hit central Israel. Hezbollah missiles hit central Israel. Now, there are claims that these Now, there are claims that these Now, there are claims that these missiles were launched without any missiles were launched without any missiles were launched without any warning siren sounding ahead of time and warning siren sounding ahead of time and warning siren sounding ahead of time and without any attempts at interception without any attempts at interception without any attempts at interception because they were just blind to it. um because they were just blind to it. um because they were just blind to it. um that part is a little less clear, but that part is a little less clear, but that part is a little less clear, but that certainly rings true given that we that certainly rings true given that we that certainly rings true given that we know that there have been degraded radar know that there have been degraded radar know that there have been degraded radar capabilities. So, I'm not super capabilities. So, I'm not super capabilities. So, I'm not super surprised uh if that ends up being true. surprised uh if that ends up being true. surprised uh if that ends up being true. The IDF has called the strikes an The IDF has called the strikes an The IDF has called the strikes an isolated failure. Uh that seems pretty isolated failure. Uh that seems pretty isolated failure. Uh that seems pretty unlikely to me. If by isolated you mean unlikely to me. If by isolated you mean unlikely to me. If by isolated you mean that the radar that have been taken out that the radar that have been taken out that the radar that have been taken out now can be exploited over and over and now can be exploited over and over and now can be exploited over and over and over, yes, it's isolated to the radar over, yes, it's isolated to the radar over, yes, it's isolated to the radar that has been damaged. Um, I think over that has been damaged. Um, I think over that has been damaged. Um, I think over time it'll become clear exactly how time it'll become clear exactly how time it'll become clear exactly how isolated that is, though I expect more isolated that is, though I expect more isolated that is, though I expect more to be able to make their way through. to be able to make their way through. to be able to make their way through. The US regional radar losses have The US regional radar losses have The US regional radar losses have already degraded early warning coverage already degraded early warning coverage already degraded early warning coverage for the broader Gulf. That is definitely for the broader Gulf. That is definitely for the broader Gulf. That is definitely for sure. Um, so more problems, I think, for sure. Um, so more problems, I think, for sure. Um, so more problems, I think, are expected to be on the horizon. And are expected to be on the horizon. And are expected to be on the horizon. And that certainly explains why the US is that certainly explains why the US is that certainly explains why the US is dismantling their THAD system in South dismantling their THAD system in South dismantling their THAD system in South Korea. Presumably, they're going to be Korea. Presumably, they're going to be Korea. Presumably, they're going to be transporting that straight to the Middle transporting that straight to the Middle transporting that straight to the Middle East to fill some of those gaps. Now, East to fill some of those gaps. Now, East to fill some of those gaps. Now, keep in mind that the current THAAD keep in mind that the current THAAD keep in mind that the current THAAD radar losses in Jordan, Qatar, and the radar losses in Jordan, Qatar, and the radar losses in Jordan, Qatar, and the UAE are not Israel's domestic air UAE are not Israel's domestic air UAE are not Israel's domestic air defense network. Uh, so the Iron Dome defense network. Uh, so the Iron Dome defense network. Uh, so the Iron Dome that people are thinking about, that's that people are thinking about, that's that people are thinking about, that's not the only thing that they have. David not the only thing that they have. David not the only thing that they have. David Sling and Arrow continue to operate on Sling and Arrow continue to operate on Sling and Arrow continue to operate on separate Israeli based radar systems. separate Israeli based radar systems. separate Israeli based radar systems. So, there's still a fair amount of So, there's still a fair amount of So, there's still a fair amount of coverage over Israel, which is why it's coverage over Israel, which is why it's coverage over Israel, which is why it's not just an endless bombardment that's not just an endless bombardment that's not just an endless bombardment that's going through. Now, I think if you put going through. Now, I think if you put going through. Now, I think if you put all of this together, uh, an honest all of this together, uh, an honest all of this together, uh, an honest assessment is going to sound something assessment is going to sound something assessment is going to sound something like Iran has targeted radar like Iran has targeted radar like Iran has targeted radar infrastructure first and that's going to infrastructure first and that's going to infrastructure first and that's going to be the first thing that they take out. be the first thing that they take out. be the first thing that they take out. So, there are things that are getting So, there are things that are getting So, there are things that are getting through, but it's not as big of a deal through, but it's not as big of a deal through, but it's not as big of a deal as they would have you believe in terms as they would have you believe in terms as they would have you believe in terms of um, you don't have a neverending of um, you don't have a neverending of um, you don't have a neverending barrage of things landing. So obviously barrage of things landing. So obviously barrage of things landing. So obviously we're going to be staying tuned, we're going to be staying tuned, we're going to be staying tuned, watching to see exactly what happens. watching to see exactly what happens. watching to see exactly what happens. How much of the radar infrastructure not How much of the radar infrastructure not How much of the radar infrastructure not only has already been destroyed, but how only has already been destroyed, but how only has already been destroyed, but how much more are they going to be able to much more are they going to be able to much more are they going to be able to hit because you can believe that of hit because you can believe that of hit because you can believe that of course they're going to be doing course they're going to be doing course they're going to be doing everything they can to hit more and everything they can to hit more and everything they can to hit more and more. So we'll we'll certainly keep more. So we'll we'll certainly keep more. So we'll we'll certainly keep talking about it. Radar, decentralized military. We talked Radar, decentralized military. We talked about this radar Hermoose. I'm just about this radar Hermoose. I'm just about this radar Hermoose. I'm just stacking all these things above this war stacking all these things above this war stacking all these things above this war that unlike Venezuela, unlike the that unlike Venezuela, unlike the that unlike Venezuela, unlike the potential Cuba mission that's on its way potential Cuba mission that's on its way potential Cuba mission that's on its way after this, it's not it's not as snatch after this, it's not it's not as snatch after this, it's not it's not as snatch and grabbed as we thought it was, and it and grabbed as we thought it was, and it and grabbed as we thought it was, and it seems like this is going to take a seems like this is going to take a seems like this is going to take a little bit longer than a couple of days, little bit longer than a couple of days, little bit longer than a couple of days, a couple of months. a couple of months. a couple of months. >> This is one of those things, Drew. I I >> This is one of those things, Drew. I I >> This is one of those things, Drew. I I think about this a lot. Okay. think about this a lot. Okay. think about this a lot. Okay. >> Um he campaigns on no new wars. >> Um he campaigns on no new wars. >> Um he campaigns on no new wars. >> Mhm. And then Iran twice, Venezuela >> Mhm. And then Iran twice, Venezuela >> Mhm. And then Iran twice, Venezuela threats to Mexico, promises like, "Hey, threats to Mexico, promises like, "Hey, threats to Mexico, promises like, "Hey, we'll come in and like drop bombs on we'll come in and like drop bombs on we'll come in and like drop bombs on these kids, cartels, uh, Cuba." Now, these kids, cartels, uh, Cuba." Now, these kids, cartels, uh, Cuba." Now, >> operations in Mexico, operations in >> operations in Mexico, operations in >> operations in Mexico, operations in Ecuador, Ecuador, Ecuador, >> Ecuador, I forgot. uh if he pulls it off >> Ecuador, I forgot. uh if he pulls it off >> Ecuador, I forgot. uh if he pulls it off and Venezuela becomes a good partner and and Venezuela becomes a good partner and and Venezuela becomes a good partner and we do a little ding against China and we do a little ding against China and we do a little ding against China and the Venezuelan people are like, "Oh my the Venezuelan people are like, "Oh my the Venezuelan people are like, "Oh my god, like economic boom. We love this. god, like economic boom. We love this. god, like economic boom. We love this. It's like return to the um pre basically It's like return to the um pre basically It's like return to the um pre basically socialization of uh Venezuela." socialization of uh Venezuela." socialization of uh Venezuela." If Cuba becomes a like actual thriving If Cuba becomes a like actual thriving If Cuba becomes a like actual thriving economy again, again going back economy again, again going back economy again, again going back pre-revolution, pre-revolution, pre-revolution, if we're able to stabilize what's going if we're able to stabilize what's going if we're able to stabilize what's going on in Iran and get rid of that as a on in Iran and get rid of that as a on in Iran and get rid of that as a terror threat around the world, like all terror threat around the world, like all terror threat around the world, like all of the GCC countries want Iran to be of the GCC countries want Iran to be of the GCC countries want Iran to be stable. And if the people um that are on stable. And if the people um that are on stable. And if the people um that are on the side of this is just my naked bias the side of this is just my naked bias the side of this is just my naked bias that are on the side of good in that that are on the side of good in that that are on the side of good in that country that want to see people thriving country that want to see people thriving country that want to see people thriving if they rise up and take over whether if they rise up and take over whether if they rise up and take over whether they uh end up being like officially they uh end up being like officially they uh end up being like officially pro-America or they're just like trying pro-America or they're just like trying pro-America or they're just like trying to create a thriving situation that is to create a thriving situation that is to create a thriving situation that is not terrorbased and they completely not terrorbased and they completely not terrorbased and they completely defund Hamas and Hezbollah. Like if all defund Hamas and Hezbollah. Like if all defund Hamas and Hezbollah. Like if all of that happens on Trump's watch, of that happens on Trump's watch, of that happens on Trump's watch, I mean, it would be it would be I mean, it would be it would be I mean, it would be it would be historic. historic. historic. >> So, it's one of those I >> So, it's one of those I >> So, it's one of those I fingers crossed. Now that we're in it, fingers crossed. Now that we're in it, fingers crossed. Now that we're in it, though, admittedly, it makes me deeply though, admittedly, it makes me deeply though, admittedly, it makes me deeply uncomfortable because it everything is uncomfortable because it everything is uncomfortable because it everything is so destabilized. And when you're in this so destabilized. And when you're in this so destabilized. And when you're in this destabilized, it could just break bad so destabilized, it could just break bad so destabilized, it could just break bad so fast. fast. fast. >> Um, but we're in it. Let's hope that we >> Um, but we're in it. Let's hope that we >> Um, but we're in it. Let's hope that we come out the other side uh in a position come out the other side uh in a position come out the other side uh in a position that's not only good for the US but good that's not only good for the US but good that's not only good for the US but good for all of these individual countries. for all of these individual countries. for all of these individual countries. And if that ends up happening, it it And if that ends up happening, it it And if that ends up happening, it it would be ridiculously historic. But what would be ridiculously historic. But what would be ridiculously historic. But what a gamble. a gamble. a gamble. Just under a thousand votes. What are Just under a thousand votes. What are Just under a thousand votes. What are your thoughts on the war? Trump bit off your thoughts on the war? Trump bit off your thoughts on the war? Trump bit off more than he can chew. The number one more than he can chew. The number one more than he can chew. The number one with 36%. I don't know what to believe with 36%. I don't know what to believe with 36%. I don't know what to believe anymore. Number two had 33%. Yeah, anymore. Number two had 33%. Yeah, anymore. Number two had 33%. Yeah, >> this was a cover up 17% and Trump is >> this was a cover up 17% and Trump is >> this was a cover up 17% and Trump is wrapping it up 14%. wrapping it up 14%. wrapping it up 14%. >> Yeah, that I mean honestly that feels >> Yeah, that I mean honestly that feels >> Yeah, that I mean honestly that feels like a uh relatively decent breakdown. like a uh relatively decent breakdown. like a uh relatively decent breakdown. The only thing I will say is and I know The only thing I will say is and I know The only thing I will say is and I know people hate this, but it's too early to people hate this, but it's too early to people hate this, but it's too early to tell if he's bitten off more than he can tell if he's bitten off more than he can tell if he's bitten off more than he can chew. It's just too early to tell. I chew. It's just too early to tell. I chew. It's just too early to tell. I mean, we're not even 14 days into this mean, we're not even 14 days into this mean, we're not even 14 days into this yet, yet, yet, >> but the thing that I constantly remind >> but the thing that I constantly remind >> but the thing that I constantly remind myself is that um myself is that um myself is that um the lightning strikes were shocking the lightning strikes were shocking the lightning strikes were shocking >> and was like, "Oo, I don't know if I I >> and was like, "Oo, I don't know if I I >> and was like, "Oo, I don't know if I I mean, I like that we came out ahead. I mean, I like that we came out ahead. I mean, I like that we came out ahead. I like that we're isolating China from like that we're isolating China from like that we're isolating China from some of its energy sources. I like that. some of its energy sources. I like that. some of its energy sources. I like that. But I'm still a little uncomfortable But I'm still a little uncomfortable But I'm still a little uncomfortable with us being the bully of the world." with us being the bully of the world." with us being the bully of the world." And now it's like, oh, this is not a And now it's like, oh, this is not a And now it's like, oh, this is not a lightning strike. This is like really lightning strike. This is like really lightning strike. This is like really hardcore. hardcore. hardcore. And then if boots get on the ground, And then if boots get on the ground, And then if boots get on the ground, that's horrifying. And so at some point that's horrifying. And so at some point that's horrifying. And so at some point it's just like, even if this goes well, it's just like, even if this goes well, it's just like, even if this goes well, is this a at any cost thing? And then is this a at any cost thing? And then is this a at any cost thing? And then you just boil us all like a frog. And it you just boil us all like a frog. And it you just boil us all like a frog. And it was like, well, I know I shocked you the was like, well, I know I shocked you the was like, well, I know I shocked you the first time with a lightning strike, but first time with a lightning strike, but first time with a lightning strike, but like it was just bombs on a nuclear like it was just bombs on a nuclear like it was just bombs on a nuclear facility. And then I know I surprised facility. And then I know I surprised facility. And then I know I surprised you with another lightning strike in you with another lightning strike in you with another lightning strike in Venezuela, but it was just to grab the Venezuela, but it was just to grab the Venezuela, but it was just to grab the dictator. And see, we like pieced out. dictator. And see, we like pieced out. dictator. And see, we like pieced out. We've we've got like a stable regime. We've we've got like a stable regime. We've we've got like a stable regime. I'm showing you guys a new way to do I'm showing you guys a new way to do I'm showing you guys a new way to do quote unquote regime change where I'm quote unquote regime change where I'm quote unquote regime change where I'm not trying to run the country. I'm not not trying to run the country. I'm not not trying to run the country. I'm not doing forever wars. I'd never put boots doing forever wars. I'd never put boots doing forever wars. I'd never put boots on the ground. Don't be so silly. Then on the ground. Don't be so silly. Then on the ground. Don't be so silly. Then Iran V2 is like I can just see him Iran V2 is like I can just see him Iran V2 is like I can just see him >> even if he's not like saying anything >> even if he's not like saying anything >> even if he's not like saying anything out loud he's just like in the White out loud he's just like in the White out loud he's just like in the White House like yo I just keep moving people House like yo I just keep moving people House like yo I just keep moving people a little bit farther a little bit a little bit farther a little bit a little bit farther a little bit farther a little bit farther and so farther a little bit farther and so farther a little bit farther and so that's where I'm like okay like you need that's where I'm like okay like you need that's where I'm like okay like you need to have some anchor of like if you had to have some anchor of like if you had to have some anchor of like if you had just skipped all of this like before he just skipped all of this like before he just skipped all of this like before he drops the first ones on Ford if he had drops the first ones on Ford if he had drops the first ones on Ford if he had said cool all right we're now going to said cool all right we're now going to said cool all right we're now going to do like an extended bombing campaign do like an extended bombing campaign do like an extended bombing campaign um with potential and I'm not ruling out um with potential and I'm not ruling out um with potential and I'm not ruling out the draft then I'd HAVE BEEN LIKE WHOA the draft then I'd HAVE BEEN LIKE WHOA the draft then I'd HAVE BEEN LIKE WHOA hold on a second so uh important self hold on a second so uh important self hold on a second so uh important self reminder to really anchor to okay what reminder to really anchor to okay what reminder to really anchor to okay what is the principle that I'm operating on is the principle that I'm operating on is the principle that I'm operating on was that the principle that I was sold was that the principle that I was sold was that the principle that I was sold this war on uh and in Trump's case it is this war on uh and in Trump's case it is this war on uh and in Trump's case it is not I think the thing right now that you not I think the thing right now that you not I think the thing right now that you have to anchor around is did they figure have to anchor around is did they figure have to anchor around is did they figure out a system where they were going to out a system where they were going to out a system where they were going to build ballistic missiles go underground build ballistic missiles go underground build ballistic missiles go underground make it impossible possible to shut them make it impossible possible to shut them make it impossible possible to shut them down militarily without boots on the down militarily without boots on the down militarily without boots on the ground knowing that Israel and the US ground knowing that Israel and the US ground knowing that Israel and the US really don't want to do that and then really don't want to do that and then really don't want to do that and then leverage that to secure their um nuclear leverage that to secure their um nuclear leverage that to secure their um nuclear base and then over the next whatever 3 base and then over the next whatever 3 base and then over the next whatever 3 to 5 years build a robust nuclear to 5 years build a robust nuclear to 5 years build a robust nuclear program they become a nuclear armed Iran program they become a nuclear armed Iran program they become a nuclear armed Iran and now we're all really in trouble. If and now we're all really in trouble. If and now we're all really in trouble. If that had been the pitch from the that had been the pitch from the that had been the pitch from the beginning, not the we're days away yet beginning, not the we're days away yet beginning, not the we're days away yet again. Um I might have been able to say, again. Um I might have been able to say, again. Um I might have been able to say, "Okay, I hate this, but I get where "Okay, I hate this, but I get where "Okay, I hate this, but I get where we're going because I certainly don't we're going because I certainly don't we're going because I certainly don't want them to be nuclear um armed." But want them to be nuclear um armed." But want them to be nuclear um armed." But he hasn't made the case to the people. he hasn't made the case to the people. he hasn't made the case to the people. He's done classic like dictatorship of He's done classic like dictatorship of He's done classic like dictatorship of just like, "Yeah, it's what I think." just like, "Yeah, it's what I think." just like, "Yeah, it's what I think." And so I alone am going to do this. I'm And so I alone am going to do this. I'm And so I alone am going to do this. I'm going to decide who's the president in going to decide who's the president in going to decide who's the president in Venezuela. I'm going to decide who the Venezuela. I'm going to decide who the Venezuela. I'm going to decide who the supreme leader is in Iran. I'm going to supreme leader is in Iran. I'm going to supreme leader is in Iran. I'm going to decide when the war ends. decide when the war ends. decide when the war ends. And I get And I get And I get in a populist moment. People love that in a populist moment. People love that in a populist moment. People love that [ __ ] I'm not built for populist [ __ ] I'm not built for populist [ __ ] I'm not built for populist moments. I hate it. moments. I hate it. moments. I hate it. >> Oh, hear that. All right, we got some >> Oh, hear that. All right, we got some >> Oh, hear that. All right, we got some super chats. super chats. super chats. >> Yes. >> Yes. >> Yes. >> Yeah. Super chat. >> Yeah. Super chat. >> Yeah. Super chat. >> First one comes from Marushia Dark 316. >> First one comes from Marushia Dark 316. >> First one comes from Marushia Dark 316. >> Marushia. >> Marushia. >> Marushia. >> Please consider interviewing Jack >> Please consider interviewing Jack >> Please consider interviewing Jack Posobia of O and TPUSA. He's ex-Navy Posobia of O and TPUSA. He's ex-Navy Posobia of O and TPUSA. He's ex-Navy intel, was friends with Kirk and Scott intel, was friends with Kirk and Scott intel, was friends with Kirk and Scott Adams, and can provide insightful Adams, and can provide insightful Adams, and can provide insightful perspective on Trump, Iran, China, the perspective on Trump, Iran, China, the perspective on Trump, Iran, China, the Culture War, etc. A true paladin. Culture War, etc. A true paladin. Culture War, etc. A true paladin. >> Okay. Is he like super He's TPUSA. >> Okay. Is he like super He's TPUSA. >> Okay. Is he like super He's TPUSA. >> Mhm. >> Mhm. >> Mhm. >> So, is he super partisan? That's the >> So, is he super partisan? That's the >> So, is he super partisan? That's the only thing is I'm not a super big fan. only thing is I'm not a super big fan. only thing is I'm not a super big fan. We did do uh what's his face? Ro Kana. We did do uh what's his face? Ro Kana. We did do uh what's his face? Ro Kana. Ro was super partisan. Uh so, I Ro was super partisan. Uh so, I Ro was super partisan. Uh so, I obviously am willing to make exceptions. obviously am willing to make exceptions. obviously am willing to make exceptions. So, yeah, I'm happy to look at him. Uh, So, yeah, I'm happy to look at him. Uh, So, yeah, I'm happy to look at him. Uh, next up from Marushia Dark again, look next up from Marushia Dark again, look next up from Marushia Dark again, look up the self-determination of nations in up the self-determination of nations in up the self-determination of nations in the An Ran lexicon. You might find it the An Ran lexicon. You might find it the An Ran lexicon. You might find it interesting and relevant to Iran. Also, interesting and relevant to Iran. Also, interesting and relevant to Iran. Also, the history of Thomas Jefferson versus the history of Thomas Jefferson versus the history of Thomas Jefferson versus the Barbar Pirates and how he only told the Barbar Pirates and how he only told the Barbar Pirates and how he only told Congress once it was over. Congress once it was over. Congress once it was over. >> Yeah, I mean, listen, I get that this >> Yeah, I mean, listen, I get that this >> Yeah, I mean, listen, I get that this isn't the first time in history that isn't the first time in history that isn't the first time in history that somebody has acted like this. I just somebody has acted like this. I just somebody has acted like this. I just don't love this. Uh, this is also part don't love this. Uh, this is also part don't love this. Uh, this is also part of why I'm not a politician. I have a of why I'm not a politician. I have a of why I'm not a politician. I have a secret fear that the exact thing that secret fear that the exact thing that secret fear that the exact thing that America needs if it's going to pull out America needs if it's going to pull out America needs if it's going to pull out of the dying empire spiral is somebody of the dying empire spiral is somebody of the dying empire spiral is somebody that is willing to do the things that that is willing to do the things that that is willing to do the things that Trump is doing because you have to you Trump is doing because you have to you Trump is doing because you have to you have to contend with China. And so um have to contend with China. And so um have to contend with China. And so um now there's a raging debate going right now there's a raging debate going right now there's a raging debate going right now as to whether this is actually about now as to whether this is actually about now as to whether this is actually about China. And so in the fullness of time, China. And so in the fullness of time, China. And so in the fullness of time, it may be it was about China for Tom and it may be it was about China for Tom and it may be it was about China for Tom and nobody else. Uh but I think I can make a nobody else. Uh but I think I can make a nobody else. Uh but I think I can make a very compelling argument that this is uh very compelling argument that this is uh very compelling argument that this is uh about China intentionally or otherwise. about China intentionally or otherwise. about China intentionally or otherwise. And so from that perspective, I think And so from that perspective, I think And so from that perspective, I think it's going to end up being um it's a it's going to end up being um it's a it's going to end up being um it's a risky bet, don't get me wrong, because risky bet, don't get me wrong, because risky bet, don't get me wrong, because you're expending your munitions. You're you're expending your munitions. You're you're expending your munitions. You're running the risk of being too uh running the risk of being too uh running the risk of being too uh distracted. This is a perfect time. If distracted. This is a perfect time. If distracted. This is a perfect time. If China were in a better spot, I'd be China were in a better spot, I'd be China were in a better spot, I'd be surprised if they didn't move on China surprised if they didn't move on China surprised if they didn't move on China or uh move on Taiwan during this time. or uh move on Taiwan during this time. or uh move on Taiwan during this time. Um thankfully they're I think struggling Um thankfully they're I think struggling Um thankfully they're I think struggling enough economically that and Xi is enough economically that and Xi is enough economically that and Xi is purging the [ __ ] out of his military. So purging the [ __ ] out of his military. So purging the [ __ ] out of his military. So I think right now that's not going to I think right now that's not going to I think right now that's not going to happen. But um it it is a dangerous happen. But um it it is a dangerous happen. But um it it is a dangerous gambit. However, I think that you have gambit. However, I think that you have gambit. However, I think that you have to do something and given that we still to do something and given that we still to do something and given that we still have the strongest military, the have the strongest military, the have the strongest military, the strongest economy that if you're going strongest economy that if you're going strongest economy that if you're going to make a play, you have to do it now. to make a play, you have to do it now. to make a play, you have to do it now. And I really do feel like America is And I really do feel like America is And I really do feel like America is pulling itself in two directions. you're pulling itself in two directions. you're pulling itself in two directions. you're going authoritarian right and going authoritarian right and going authoritarian right and authoritarian left. And so it becomes authoritarian left. And so it becomes authoritarian left. And so it becomes what flavor of authoritarianism do you what flavor of authoritarianism do you what flavor of authoritarianism do you like? And I always say that tongue and like? And I always say that tongue and like? And I always say that tongue and cheek, but what I mean is which do you cheek, but what I mean is which do you cheek, but what I mean is which do you think is more deadly to the populace? think is more deadly to the populace? think is more deadly to the populace? And I think ultimately authoritarian on And I think ultimately authoritarian on And I think ultimately authoritarian on the left has historically proven it just the left has historically proven it just the left has historically proven it just kills more people. Um so both are kills more people. Um so both are kills more people. Um so both are horrific, horrific, horrific, but the left just has a better body but the left just has a better body but the left just has a better body count. They just they are so much more count. They just they are so much more count. They just they are so much more efficient with the people they kill. efficient with the people they kill. efficient with the people they kill. What would you define as authoritarian What would you define as authoritarian What would you define as authoritarian right? right? right? >> Um, yeah. I mean, I guess everybody gets >> Um, yeah. I mean, I guess everybody gets >> Um, yeah. I mean, I guess everybody gets caught up in this trap because if you caught up in this trap because if you caught up in this trap because if you say that Hitler is a good example of say that Hitler is a good example of say that Hitler is a good example of authoritarian right, then they're going authoritarian right, then they're going authoritarian right, then they're going to immediately remind you that Hitler to immediately remind you that Hitler to immediately remind you that Hitler was the nationalist party. And so he was was the nationalist party. And so he was was the nationalist party. And so he was also doing like a fusion of industry and also doing like a fusion of industry and also doing like a fusion of industry and um the government. But I have a feeling um the government. But I have a feeling um the government. But I have a feeling that might be exactly how that might be exactly how that might be exactly how authoritarianism breaks on the right. authoritarianism breaks on the right. authoritarianism breaks on the right. Can I think of a better example? Can I think of a better example? Can I think of a better example? Genghaskhan. But even that, like if you Genghaskhan. But even that, like if you Genghaskhan. But even that, like if you probably really looked at it, it probably really looked at it, it probably really looked at it, it probably was, listen, the state is going probably was, listen, the state is going probably was, listen, the state is going to take care of you. Um, we're just to take care of you. Um, we're just to take care of you. Um, we're just going to steal it all from other people going to steal it all from other people going to steal it all from other people while we do it. So, I think there is a while we do it. So, I think there is a while we do it. So, I think there is a weird I mean, maybe this speaks to the weird I mean, maybe this speaks to the weird I mean, maybe this speaks to the horseshoe theory of this. I think when horseshoe theory of this. I think when horseshoe theory of this. I think when you go to either extreme, you are so on you go to either extreme, you are so on you go to either extreme, you are so on a team that you end up having to promise a team that you end up having to promise a team that you end up having to promise your team like, "Listen, we're going to your team like, "Listen, we're going to your team like, "Listen, we're going to do all this stuff that's morally do all this stuff that's morally do all this stuff that's morally disgusting. However, I'm going to make disgusting. However, I'm going to make disgusting. However, I'm going to make your life really good." And so the I'm your life really good." And so the I'm your life really good." And so the I'm gonna make your life really good thing gonna make your life really good thing gonna make your life really good thing is where you get into it's going to be is where you get into it's going to be is where you get into it's going to be like socialist communist on both sides. like socialist communist on both sides. like socialist communist on both sides. And so it really just does become a And so it really just does become a And so it really just does become a flavor of that. flavor of that. flavor of that. >> Um so that's I'm thinking out loud here >> Um so that's I'm thinking out loud here >> Um so that's I'm thinking out loud here which is always high risk but my which is always high risk but my which is always high risk but my instinct is that's why when people instinct is that's why when people instinct is that's why when people grapple with the right there's always a grapple with the right there's always a grapple with the right there's always a way for people to say no no no that's way for people to say no no no that's way for people to say no no no that's secretly the left. I don't think it is. secretly the left. I don't think it is. secretly the left. I don't think it is. I think that when you've got a guy that I think that when you've got a guy that I think that when you've got a guy that is like Hitler, who is just absolutely is like Hitler, who is just absolutely is like Hitler, who is just absolutely convinced that he is right, is going to convinced that he is right, is going to convinced that he is right, is going to take everything by might, is an ultra take everything by might, is an ultra take everything by might, is an ultra masculine personality in that it's all masculine personality in that it's all masculine personality in that it's all about you just smash him in the face as about you just smash him in the face as about you just smash him in the face as hard as you can, um, and you take what's hard as you can, um, and you take what's hard as you can, um, and you take what's yours, might makes right, all of that. yours, might makes right, all of that. yours, might makes right, all of that. That is like when I think about from an That is like when I think about from an That is like when I think about from an evolutionary perspective the difference evolutionary perspective the difference evolutionary perspective the difference between the left and the right. The fact between the left and the right. The fact between the left and the right. The fact that they end up doing a hybrid between that they end up doing a hybrid between that they end up doing a hybrid between the government and um the industry. the government and um the industry. the government and um the industry. It's still a right-leaning temperament. It's still a right-leaning temperament. It's still a right-leaning temperament. So on that scale, I think that's where So on that scale, I think that's where So on that scale, I think that's where that goes. The left is a far more that goes. The left is a far more that goes. The left is a far more feminine form of aggression. It's um feminine form of aggression. It's um feminine form of aggression. It's um secretive reputational savaging. Um, secretive reputational savaging. Um, secretive reputational savaging. Um, it's the like what Mao did or what it's the like what Mao did or what it's the like what Mao did or what Stalin did where you're um killing Stalin did where you're um killing Stalin did where you're um killing farmers and things because they think farmers and things because they think farmers and things because they think they're better than you. It's Yeah, it's they're better than you. It's Yeah, it's they're better than you. It's Yeah, it's a very different form of aggression. a very different form of aggression. a very different form of aggression. >> Gotcha. >> Gotcha. >> Gotcha. Next up, Journey with John with a $50 Next up, Journey with John with a $50 Next up, Journey with John with a $50 super chat. super chat. super chat. >> Uh, thank you, John. >> Uh, thank you, John. >> Uh, thank you, John. >> Yeah, completely >> Yeah, completely >> Yeah, completely >> super chat. >> super chat. >> super chat. >> Thank you, John. That's very generous. >> Thank you, John. That's very generous. >> Thank you, John. That's very generous. >> Completely agree with you. It's all >> Completely agree with you. It's all >> Completely agree with you. It's all about money. I recently learned about about money. I recently learned about about money. I recently learned about the Rothschild involvement in the the Rothschild involvement in the the Rothschild involvement in the Epstein case. That combined with the Epstein case. That combined with the Epstein case. That combined with the timing of this operation and their timing of this operation and their timing of this operation and their history of funding both sides of every history of funding both sides of every history of funding both sides of every conflict, I find very interesting. conflict, I find very interesting. conflict, I find very interesting. >> Yeah. The bad news is [applause] that >> Yeah. The bad news is [applause] that >> Yeah. The bad news is [applause] that >> funding Let's see if I can convince Drew >> funding Let's see if I can convince Drew >> funding Let's see if I can convince Drew here. Funding both sides of a conflict here. Funding both sides of a conflict here. Funding both sides of a conflict is smart. is smart. is smart. It's it is exactly what a hedge fund It's it is exactly what a hedge fund It's it is exactly what a hedge fund does. So, a hedge fund checks their does. So, a hedge fund checks their does. So, a hedge fund checks their positions. So, they'll bet on things positions. So, they'll bet on things positions. So, they'll bet on things going up. They'll bet on things going going up. They'll bet on things going going up. They'll bet on things going down to make sure that they don't get down to make sure that they don't get down to make sure that they don't get obliterated in either direction. So part obliterated in either direction. So part obliterated in either direction. So part of the thing that made um Mark Cuban so of the thing that made um Mark Cuban so of the thing that made um Mark Cuban so wealthy was that he did a hedge trade wealthy was that he did a hedge trade wealthy was that he did a hedge trade when the stock market was volatile and when the stock market was volatile and when the stock market was volatile and he had sold his company but I think he had sold his company but I think he had sold his company but I think largely for stock and he was afraid that largely for stock and he was afraid that largely for stock and he was afraid that the stock market the tech bubble was the stock market the tech bubble was the stock market the tech bubble was going to burst. He ends up being right going to burst. He ends up being right going to burst. He ends up being right of course because he had hedged his of course because he had hedged his of course because he had hedged his positions he ends up coming out way positions he ends up coming out way positions he ends up coming out way ahead. And so when when you really ahead. And so when when you really ahead. And so when when you really isolate isolate isolate some of the things the Rothschilds have some of the things the Rothschilds have some of the things the Rothschilds have done historically because I only know done historically because I only know done historically because I only know them in a historical context. Uh you them in a historical context. Uh you them in a historical context. Uh you look at it and you go yeah like if you look at it and you go yeah like if you look at it and you go yeah like if you step back and get out of the um step back and get out of the um step back and get out of the um conspiracy of it all. It's just like yes conspiracy of it all. It's just like yes conspiracy of it all. It's just like yes each one of these things in isolation is each one of these things in isolation is each one of these things in isolation is cold and calculating to be sure and cold and calculating to be sure and cold and calculating to be sure and that's part of what people hate but it's that's part of what people hate but it's that's part of what people hate but it's very like strategic. So it's like yeah very like strategic. So it's like yeah very like strategic. So it's like yeah should you will you get advantages by should you will you get advantages by should you will you get advantages by accumulating wealth? Yes. Will you get accumulating wealth? Yes. Will you get accumulating wealth? Yes. Will you get advantages by um having partners that advantages by um having partners that advantages by um having partners that are regionally diversified so that no are regionally diversified so that no are regionally diversified so that no one region can take down the one region can take down the one region can take down the conglomerate? Yes. Will you be conglomerate? Yes. Will you be conglomerate? Yes. Will you be advantaged by having very tight advantaged by having very tight advantaged by having very tight relationships with politicians? Yes. Are relationships with politicians? Yes. Are relationships with politicians? Yes. Are politicians motivated maybe primarily by politicians motivated maybe primarily by politicians motivated maybe primarily by money? Yes. So as you build these money? Yes. So as you build these money? Yes. So as you build these relationships, will you use money and relationships, will you use money and relationships, will you use money and access to do it? Yes. So it's like all access to do it? Yes. So it's like all access to do it? Yes. So it's like all of those things are like yes yes yes of those things are like yes yes yes of those things are like yes yes yes this applies to a lot more people than this applies to a lot more people than this applies to a lot more people than Rothschilds. This is just like the kind Rothschilds. This is just like the kind Rothschilds. This is just like the kind of thing you would expect to read in the of thing you would expect to read in the of thing you would expect to read in the prince which is the book that made u prince which is the book that made u prince which is the book that made u Makaveli famous Makaveli famous Makaveli famous and he was just trying to be a realist and he was just trying to be a realist and he was just trying to be a realist like I'm me Mchavelli I'm not saying like I'm me Mchavelli I'm not saying like I'm me Mchavelli I'm not saying this is how life ought to be. I'm just this is how life ought to be. I'm just this is how life ought to be. I'm just saying this is how life is. So I see a saying this is how life is. So I see a saying this is how life is. So I see a very Mchavelian approach to the world um very Mchavelian approach to the world um very Mchavelian approach to the world um from what they do. Now, obviously from what they do. Now, obviously from what they do. Now, obviously Epstein [ __ ] and like sex and murder and Epstein [ __ ] and like sex and murder and Epstein [ __ ] and like sex and murder and all that. Uh, set all that aside. That all that. Uh, set all that aside. That all that. Uh, set all that aside. That is just sinister, but the other stuff is is just sinister, but the other stuff is is just sinister, but the other stuff is strategy. strategy. strategy. >> World rally family says, "Thanks for >> World rally family says, "Thanks for >> World rally family says, "Thanks for keeping the discussion going without keeping the discussion going without keeping the discussion going without playing team politics. What will be the playing team politics. What will be the playing team politics. What will be the positive effects of working with the positive effects of working with the positive effects of working with the Middle East if Iran becomes a democracy Middle East if Iran becomes a democracy Middle East if Iran becomes a democracy again? Is this still possible?" I think again? Is this still possible?" I think again? Is this still possible?" I think it is possible, but it all hinges on it is possible, but it all hinges on it is possible, but it all hinges on your read on how many people are pro a your read on how many people are pro a your read on how many people are pro a democratic regime. How many people want democratic regime. How many people want democratic regime. How many people want to go back to being a modern western to go back to being a modern western to go back to being a modern western integrated country like they were in the integrated country like they were in the integrated country like they were in the 70s? If that number is small, it's not 70s? If that number is small, it's not 70s? If that number is small, it's not possible. If that number is large, then possible. If that number is large, then possible. If that number is large, then it is possible. And when I look at what it is possible. And when I look at what it is possible. And when I look at what has happened to the Middle East just in has happened to the Middle East just in has happened to the Middle East just in my lifetime, it's extraordinary. They my lifetime, it's extraordinary. They my lifetime, it's extraordinary. They the greatest thing to happen to the the greatest thing to happen to the the greatest thing to happen to the Middle East was that they realized that Middle East was that they realized that Middle East was that they realized that oil would eventually run out. And they oil would eventually run out. And they oil would eventually run out. And they basically had a generation to take all basically had a generation to take all basically had a generation to take all of that incredible wealth and begin to of that incredible wealth and begin to of that incredible wealth and begin to diversify into other industries. And so diversify into other industries. And so diversify into other industries. And so that forced them to plug into the rest that forced them to plug into the rest that forced them to plug into the rest of the world in a very meaningful way to of the world in a very meaningful way to of the world in a very meaningful way to want to attract capital, which they've want to attract capital, which they've want to attract capital, which they've done an unbelievable job of doing, to done an unbelievable job of doing, to done an unbelievable job of doing, to become an investment hub, a technology become an investment hub, a technology become an investment hub, a technology hub. They've done an incredible job of hub. They've done an incredible job of hub. They've done an incredible job of doing that. And so if you can plug Iran doing that. And so if you can plug Iran doing that. And so if you can plug Iran into that, then it really like I can into that, then it really like I can into that, then it really like I can look and see at a world where the US and look and see at a world where the US and look and see at a world where the US and China end up going to war. We basically China end up going to war. We basically China end up going to war. We basically take out ourselves. So the old take out ourselves. So the old take out ourselves. So the old superpowers superpowers superpowers drain each other's uh blood and treasure drain each other's uh blood and treasure drain each other's uh blood and treasure as they say and then you've got the as they say and then you've got the as they say and then you've got the Middle East that if you have stability Middle East that if you have stability Middle East that if you have stability there able to sort of rise above that there able to sort of rise above that there able to sort of rise above that freight. Now, I don't think they're freight. Now, I don't think they're freight. Now, I don't think they're going to have the kind of pullaway going to have the kind of pullaway going to have the kind of pullaway success that the US had after World War success that the US had after World War success that the US had after World War II, but I can certainly see there being II, but I can certainly see there being II, but I can certainly see there being just an incredible century awaiting them just an incredible century awaiting them just an incredible century awaiting them if they really do a good job of using if they really do a good job of using if they really do a good job of using the oil money as basically startup the oil money as basically startup the oil money as basically startup capital to become a um hub for tourism. capital to become a um hub for tourism. capital to become a um hub for tourism. like what they're talking about with like what they're talking about with like what they're talking about with Neon City. If you've ever looked at Neon City. If you've ever looked at Neon City. If you've ever looked at that, if they pull that off, I mean, that, if they pull that off, I mean, that, if they pull that off, I mean, this would really be they would leapfrog this would really be they would leapfrog this would really be they would leapfrog what China has done in terms of being what China has done in terms of being what China has done in terms of being the country of the future and building the country of the future and building the country of the future and building something truly truly sci-fi and I think something truly truly sci-fi and I think something truly truly sci-fi and I think that they would attract money and that they would attract money and that they would attract money and capital from all over the world, but capital from all over the world, but capital from all over the world, but they have to be safe to do it. So, uh, a they have to be safe to do it. So, uh, a they have to be safe to do it. So, uh, a lot of contingencies in that, but if you lot of contingencies in that, but if you lot of contingencies in that, but if you could create that kind of economic zone could create that kind of economic zone could create that kind of economic zone and there are enough people in Iran that and there are enough people in Iran that and there are enough people in Iran that can see that same future, I think that can see that same future, I think that can see that same future, I think that you could really have something. I just you could really have something. I just you could really have something. I just don't know if they're that big of a don't know if they're that big of a don't know if they're that big of a group. I don't know if they're really group. I don't know if they're really group. I don't know if they're really laying in weight. There was a message by laying in weight. There was a message by laying in weight. There was a message by Raza Palavi um, who said, "Hey, Raza Palavi um, who said, "Hey, Raza Palavi um, who said, "Hey, basically, okay, we're moving into like basically, okay, we're moving into like basically, okay, we're moving into like the next phase of our resistance and get the next phase of our resistance and get the next phase of our resistance and get ready." And so, if they're actually ready." And so, if they're actually ready." And so, if they're actually doing something, that would be doing something, that would be doing something, that would be incredible. I have gotten a bad feeling incredible. I have gotten a bad feeling incredible. I have gotten a bad feeling from how silent those people have been. from how silent those people have been. from how silent those people have been. Um, I was initially encouraged when the Um, I was initially encouraged when the Um, I was initially encouraged when the female soccer team refused to sing the female soccer team refused to sing the female soccer team refused to sing the national anthem. I was like, "Yo, this national anthem. I was like, "Yo, this national anthem. I was like, "Yo, this is real." Like, for them to do this on is real." Like, for them to do this on is real." Like, for them to do this on the international stage and then they the international stage and then they the international stage and then they got drugged back to Iran. So, I was got drugged back to Iran. So, I was got drugged back to Iran. So, I was like, uhoh. Uh, maybe things are not like, uhoh. Uh, maybe things are not like, uhoh. Uh, maybe things are not going in the direction even they thought going in the direction even they thought going in the direction even they thought it was going to go. So, I just cannot it was going to go. So, I just cannot it was going to go. So, I just cannot get a read on how big that population get a read on how big that population get a read on how big that population is. is. is. >> Uh, last super chat for now. Stephanie >> Uh, last super chat for now. Stephanie >> Uh, last super chat for now. Stephanie L. Burnbomb says, "Tom, I've got a L. Burnbomb says, "Tom, I've got a L. Burnbomb says, "Tom, I've got a watermark and truth measure idea for AI watermark and truth measure idea for AI watermark and truth measure idea for AI guard reels. It could help verify guard reels. It could help verify guard reels. It could help verify authenticity as models scale. I'm in authenticity as models scale. I'm in authenticity as models scale. I'm in Impact University. Uh, you can reach me Impact University. Uh, you can reach me Impact University. Uh, you can reach me there." there." there." >> Let's go. All right. Well, uh, tell >> Let's go. All right. Well, uh, tell >> Let's go. All right. Well, uh, tell Delia, "Send the idea to me via Delhi. Delia, "Send the idea to me via Delhi. Delia, "Send the idea to me via Delhi. I'd love to see it." I'd love to see it." [snorts] >> Cool. All right. Let's head over to >> Cool. All right. Let's head over to >> Cool. All right. Let's head over to China now. You talked about it earlier China now. You talked about it earlier China now. You talked about it earlier how gas lines were backed up about an how gas lines were backed up about an how gas lines were backed up about an hour. This hour. This hour. This >> I thought for sure this was old footage. >> I thought for sure this was old footage. >> I thought for sure this was old footage. >> It It's It's wild. You can literally see >> It It's It's wild. You can literally see >> It It's It's wild. You can literally see was that half a mile at least of bumper was that half a mile at least of bumper was that half a mile at least of bumper to bumper. This is where it's in LA to bumper. This is where it's in LA to bumper. This is where it's in LA traffic. A ambulance couldn't get by. traffic. A ambulance couldn't get by. traffic. A ambulance couldn't get by. Crazy. Crazy. Crazy. >> Yeah, this is this was really unexpected >> Yeah, this is this was really unexpected >> Yeah, this is this was really unexpected for me. Um, China's oil situation is for me. Um, China's oil situation is for me. Um, China's oil situation is really getting crazy. It feels very really getting crazy. It feels very really getting crazy. It feels very early for it to have this kind of early for it to have this kind of early for it to have this kind of reaction, but Chinese people are panic reaction, but Chinese people are panic reaction, but Chinese people are panic buying gas. As the government implements buying gas. As the government implements buying gas. As the government implements its largest price hike in years, which its largest price hike in years, which its largest price hike in years, which is pretty crazy that that's how prices is pretty crazy that that's how prices is pretty crazy that that's how prices work in China. The government just says, work in China. The government just says, work in China. The government just says, "Hey, here's what the new price is going "Hey, here's what the new price is going "Hey, here's what the new price is going to be." And there are videos all over to be." And there are videos all over to be." And there are videos all over Chinese social media showing classic Chinese social media showing classic Chinese social media showing classic panic buying behavior triggered by a panic buying behavior triggered by a panic buying behavior triggered by a deadline. So, the government said, deadline. So, the government said, deadline. So, the government said, "We're going to raise it uh at exactly "We're going to raise it uh at exactly "We're going to raise it uh at exactly midnight on whatever yesterday, I midnight on whatever yesterday, I midnight on whatever yesterday, I think." uh and fears of ongoing think." uh and fears of ongoing think." uh and fears of ongoing shortages, which for everything that shortages, which for everything that shortages, which for everything that we've talked about today are obviously we've talked about today are obviously we've talked about today are obviously very founded with the straight of Hormuz very founded with the straight of Hormuz very founded with the straight of Hormuz continuing to be closed for the continuing to be closed for the continuing to be closed for the foreseeable future as far as I can tell. foreseeable future as far as I can tell. foreseeable future as far as I can tell. Now, the hike, ironically, only amounts Now, the hike, ironically, only amounts Now, the hike, ironically, only amounts to about $4 per tank of gas, but runs to about $4 per tank of gas, but runs to about $4 per tank of gas, but runs like this are common, which was shocking like this are common, which was shocking like this are common, which was shocking to me. I looked all this up. They're to me. I looked all this up. They're to me. I looked all this up. They're common for this kind of rise. So, common for this kind of rise. So, common for this kind of rise. So, especially in the age of social media especially in the age of social media especially in the age of social media where fears can spread rapidly and where fears can spread rapidly and where fears can spread rapidly and become self-reinforcing. become self-reinforcing. become self-reinforcing. It's once you get that change where It's once you get that change where It's once you get that change where people are like, "Wait, is this the people are like, "Wait, is this the people are like, "Wait, is this the first of many? Like, what's this going first of many? Like, what's this going first of many? Like, what's this going to be?" Boom. You tell them that they've to be?" Boom. You tell them that they've to be?" Boom. You tell them that they've got a deadline and they just go crazy got a deadline and they just go crazy got a deadline and they just go crazy and then they start posting about it on and then they start posting about it on and then they start posting about it on social and then people are like, "Oh my social and then people are like, "Oh my social and then people are like, "Oh my god, this is really happening." And so god, this is really happening." And so god, this is really happening." And so then they are like, "Ah, I better get then they are like, "Ah, I better get then they are like, "Ah, I better get gas as well." It's wild. So, this gas as well." It's wild. So, this gas as well." It's wild. So, this certainly um is not just a routine price certainly um is not just a routine price certainly um is not just a routine price tweak. So, there is that. Uh, but tweak. So, there is that. Uh, but tweak. So, there is that. Uh, but nonetheless, I found it pretty nonetheless, I found it pretty nonetheless, I found it pretty surprising. China's National Development surprising. China's National Development surprising. China's National Development and Reform Commission adjusts fuel and Reform Commission adjusts fuel and Reform Commission adjusts fuel prices every 10 working days based on prices every 10 working days based on prices every 10 working days based on international crude prices. And this one international crude prices. And this one international crude prices. And this one jumped by plus 695 yuan per ton of jumped by plus 695 yuan per ton of jumped by plus 695 yuan per ton of gasoline and 670 yuan per ton of diesel. gasoline and 670 yuan per ton of diesel. gasoline and 670 yuan per ton of diesel. And that's the sharpest jump in years. And that's the sharpest jump in years. And that's the sharpest jump in years. The last time it jumped this hard was The last time it jumped this hard was The last time it jumped this hard was March of 22. So people saw the headlines March of 22. So people saw the headlines March of 22. So people saw the headlines calling it the largest jump in years. calling it the largest jump in years. calling it the largest jump in years. They rushed out to lock and load at the They rushed out to lock and load at the They rushed out to lock and load at the old rate. Basically, now the increase old rate. Basically, now the increase old rate. Basically, now the increase took effect at midnight on March 9th took effect at midnight on March 9th took effect at midnight on March 9th local time. Announcements like this local time. Announcements like this local time. Announcements like this reliably spark these um lastminute reliably spark these um lastminute reliably spark these um lastminute rushes exactly as we're seeing reported rushes exactly as we're seeing reported rushes exactly as we're seeing reported by the Chinese state media. So, if by the Chinese state media. So, if by the Chinese state media. So, if they're letting it out, you know it's they're letting it out, you know it's they're letting it out, you know it's real. And various international outlets real. And various international outlets real. And various international outlets have also been covering it. So, this one have also been covering it. So, this one have also been covering it. So, this one really seems between what's coming out really seems between what's coming out really seems between what's coming out from state sponsored and duian, which is from state sponsored and duian, which is from state sponsored and duian, which is the Chinese Tik Tok, all these lines the Chinese Tik Tok, all these lines the Chinese Tik Tok, all these lines really are real. This was one where I really are real. This was one where I really are real. This was one where I raced to be like, "All right, Grock, is raced to be like, "All right, Grock, is raced to be like, "All right, Grock, is this all just AI footage or is this this all just AI footage or is this this all just AI footage or is this something old?" But nope, global oil something old?" But nope, global oil something old?" But nope, global oil surged past $100 a barrel and people surged past $100 a barrel and people surged past $100 a barrel and people freaked out. So, uh, it's come back freaked out. So, uh, it's come back freaked out. So, uh, it's come back down. At least when we started, um, the down. At least when we started, um, the down. At least when we started, um, the live today, it was like 92. live today, it was like 92. live today, it was like 92. >> It dropped under it dropped under 90 at >> It dropped under it dropped under 90 at >> It dropped under it dropped under 90 at this point. this point. this point. >> Oh, damn. Okay. So, going down. The >> Oh, damn. Okay. So, going down. The >> Oh, damn. Okay. So, going down. The market is more optimistic than I. We'll market is more optimistic than I. We'll market is more optimistic than I. We'll see. Um so as we started talking about see. Um so as we started talking about see. Um so as we started talking about at the start of the war, China has told at the start of the war, China has told at the start of the war, China has told their own domestic refiners that they their own domestic refiners that they their own domestic refiners that they need to halt exports. This is a pretty need to halt exports. This is a pretty need to halt exports. This is a pretty um important response. They reacted um important response. They reacted um important response. They reacted quickly when this all happened. So they quickly when this all happened. So they quickly when this all happened. So they want to prioritize their domestic needs. want to prioritize their domestic needs. want to prioritize their domestic needs. Now drivers, especially commercial Now drivers, especially commercial Now drivers, especially commercial drivers like taxi drivers, delivery drivers like taxi drivers, delivery drivers like taxi drivers, delivery vans, trucks, those guys, for obvious vans, trucks, those guys, for obvious vans, trucks, those guys, for obvious reasons, their entire livelihood is tied reasons, their entire livelihood is tied reasons, their entire livelihood is tied up in gas and gas prices. So, it's no up in gas and gas prices. So, it's no up in gas and gas prices. So, it's no surprise that they would rush in uh and surprise that they would rush in uh and surprise that they would rush in uh and make sure that they get a full tank make sure that they get a full tank make sure that they get a full tank before um this becomes not just a price before um this becomes not just a price before um this becomes not just a price hike, but actual potential shortages. hike, but actual potential shortages. hike, but actual potential shortages. And so, also, as you look broader around And so, also, as you look broader around And so, also, as you look broader around the world, the panic isn't unique to the world, the panic isn't unique to the world, the panic isn't unique to China. So, Thailand, Thailand also saw China. So, Thailand, Thailand also saw China. So, Thailand, Thailand also saw long cues and stations running dry by long cues and stations running dry by long cues and stations running dry by the way um after similar warnings. the way um after similar warnings. the way um after similar warnings. Philippines had a panic um hour plus Philippines had a panic um hour plus Philippines had a panic um hour plus long wait lines there. Bangladesh has long wait lines there. Bangladesh has long wait lines there. Bangladesh has also imposed sales limits because people also imposed sales limits because people also imposed sales limits because people are beginning to stockpile gas. Now are beginning to stockpile gas. Now are beginning to stockpile gas. Now remember, we're like less than two weeks remember, we're like less than two weeks remember, we're like less than two weeks into this. So if the straight of Hormuz into this. So if the straight of Hormuz into this. So if the straight of Hormuz continues to be closed for like another continues to be closed for like another continues to be closed for like another three or four weeks, could get rough. three or four weeks, could get rough. three or four weeks, could get rough. Could get rough. Could get rough. Could get rough. It seems that there should be a delayed It seems that there should be a delayed It seems that there should be a delayed effect with oil. I'm going to call effect with oil. I'm going to call effect with oil. I'm going to call corporate capture right now because I corporate capture right now because I corporate capture right now because I feel like the oil that is in the gas feel like the oil that is in the gas feel like the oil that is in the gas companies now is not the oil that's companies now is not the oil that's companies now is not the oil that's coming from Iran. So they're trying to coming from Iran. So they're trying to coming from Iran. So they're trying to frontload the extra cost that they know frontload the extra cost that they know frontload the extra cost that they know they're going to incur even though they they're going to incur even though they they're going to incur even though they might not have incurred it yet. might not have incurred it yet. might not have incurred it yet. >> Sort of. >> Sort of. >> Sort of. >> Sort of. >> Sort of. >> Sort of. >> So that's true in the US because we >> So that's true in the US because we >> So that's true in the US because we produce so much of our own energy. And produce so much of our own energy. And produce so much of our own energy. And so price raises here you can kind of so price raises here you can kind of so price raises here you can kind of look at a little bit sideways. Uh look at a little bit sideways. Uh look at a little bit sideways. Uh however during the globalism era, however during the globalism era, however during the globalism era, everything became what's known as just everything became what's known as just everything became what's known as just in time. in time. in time. >> And so you didn't have to build these >> And so you didn't have to build these >> And so you didn't have to build these gigantic warehouses to stockpile gigantic warehouses to stockpile gigantic warehouses to stockpile everything. You knew you could rely on everything. You knew you could rely on everything. You knew you could rely on shipments. You didn't have to worry shipments. You didn't have to worry shipments. You didn't have to worry about the straight of Hormuz. You didn't about the straight of Hormuz. You didn't about the straight of Hormuz. You didn't have to worry about a dictator in have to worry about a dictator in have to worry about a dictator in Venezuela cutting off supply. It was Venezuela cutting off supply. It was Venezuela cutting off supply. It was just like you could count on everything just like you could count on everything just like you could count on everything flowed as it should between US, China, flowed as it should between US, China, flowed as it should between US, China, Middle East, everywhere. And that really Middle East, everywhere. And that really Middle East, everywhere. And that really lulled people into a sense of comfort. lulled people into a sense of comfort. lulled people into a sense of comfort. Now, uh, basically every nation has Now, uh, basically every nation has Now, uh, basically every nation has strategic reserves. strategic reserves. strategic reserves. >> Um, I know the US drew down their >> Um, I know the US drew down their >> Um, I know the US drew down their strategic reserves under Biden pretty strategic reserves under Biden pretty strategic reserves under Biden pretty dramatically. I don't know if those were dramatically. I don't know if those were dramatically. I don't know if those were ever replenished. China has their own ever replenished. China has their own ever replenished. China has their own strategic reserves. And so it becomes a strategic reserves. And so it becomes a strategic reserves. And so it becomes a question of when do you start unlocking question of when do you start unlocking question of when do you start unlocking that? How long do you want to hold the that? How long do you want to hold the that? How long do you want to hold the price line? Um if you're confident that price line? Um if you're confident that price line? Um if you're confident that you're going to be able to build them you're going to be able to build them you're going to be able to build them back up or the demand is so dire that back up or the demand is so dire that back up or the demand is so dire that you have to but the last thing you want you have to but the last thing you want you have to but the last thing you want to do is run through your strategic to do is run through your strategic to do is run through your strategic reserves and find yourself with like a reserves and find yourself with like a reserves and find yourself with like a military need or find yourself facing military need or find yourself facing military need or find yourself facing like a proper recession. So you've got like a proper recession. So you've got like a proper recession. So you've got to be very careful. It's better to let to be very careful. It's better to let to be very careful. It's better to let your people suffer through long lines. your people suffer through long lines. your people suffer through long lines. some people to, you know, drivers to some people to, you know, drivers to some people to, you know, drivers to lose their job and just basically lose their job and just basically lose their job and just basically distribute the pain and suffering down distribute the pain and suffering down distribute the pain and suffering down to the individual level rather than to the individual level rather than to the individual level rather than trying to absorb it all at the trying to absorb it all at the trying to absorb it all at the governmental level. Uh, which is a governmental level. Uh, which is a governmental level. Uh, which is a trade-off people are just never trade-off people are just never trade-off people are just never comfortable making, but that's the comfortable making, but that's the comfortable making, but that's the reality. Is at what level do you want to reality. Is at what level do you want to reality. Is at what level do you want to experience the pain? Do you want to experience the pain? Do you want to experience the pain? Do you want to experience it at the government level or experience it at the government level or experience it at the government level or do you want to push it down to the do you want to push it down to the do you want to push it down to the individual? Uh, so you're going to let individual? Uh, so you're going to let individual? Uh, so you're going to let it ferment at the individual level it ferment at the individual level it ferment at the individual level basically for as long as you can. uh basically for as long as you can. uh basically for as long as you can. uh sort of in the beginning you eat a bit sort of in the beginning you eat a bit sort of in the beginning you eat a bit of it and then you hit like a trigger of it and then you hit like a trigger of it and then you hit like a trigger point where you're like, "Okay, now we point where you're like, "Okay, now we point where you're like, "Okay, now we have to push this down." And then you have to push this down." And then you have to push this down." And then you let it simmer there for a while and then let it simmer there for a while and then let it simmer there for a while and then right before you're worried people right before you're worried people right before you're worried people revolt, then you push it back up to the revolt, then you push it back up to the revolt, then you push it back up to the government level and you just sort of government level and you just sort of government level and you just sort of play this ping-pong game. Um so yeah, play this ping-pong game. Um so yeah, play this ping-pong game. Um so yeah, it'll it'll play out. it'll it'll play out. it'll it'll play out. >> Trump is doing all he can to fight that >> Trump is doing all he can to fight that >> Trump is doing all he can to fight that though. He just announced a really big though. He just announced a really big though. He just announced a really big win yesterday, a $300 billion deal. This win yesterday, a $300 billion deal. This win yesterday, a $300 billion deal. This is from his true social account. is from his true social account. is from his true social account. America's returning to real energy America's returning to real energy America's returning to real energy dominance. Today I am proud to announce dominance. Today I am proud to announce dominance. Today I am proud to announce the America First Refinery is opening the America First Refinery is opening the America First Refinery is opening the first new US oil refinery in 50 the first new US oil refinery in 50 the first new US oil refinery in 50 years in Brownsville, Texas. Okay. years in Brownsville, Texas. Okay. years in Brownsville, Texas. Okay. >> This is a historic $300 billion deal, >> This is a historic $300 billion deal, >> This is a historic $300 billion deal, the biggest in US history. A massive win the biggest in US history. A massive win the biggest in US history. A massive win for American workers. Has for American workers. Has for American workers. Has >> anyone ever seen anything like it, Drew? >> anyone ever seen anything like it, Drew? >> anyone ever seen anything like it, Drew? >> It's out. It's nobody's ever seen >> It's out. It's nobody's ever seen >> It's out. It's nobody's ever seen anything like can't imagine. anything like can't imagine. anything like can't imagine. >> Thank you to our partners in India and >> Thank you to our partners in India and >> Thank you to our partners in India and their largest privately held energy their largest privately held energy their largest privately held energy company, Reliance, for this tremendous company, Reliance, for this tremendous company, Reliance, for this tremendous investment is because of our America investment is because of our America investment is because of our America first agenda, streamlining permits and first agenda, streamlining permits and first agenda, streamlining permits and lowering taxes that have attracted lowering taxes that have attracted lowering taxes that have attracted billions of dollars in deals coming back billions of dollars in deals coming back billions of dollars in deals coming back to our nation. A new refinery at the to our nation. A new refinery at the to our nation. A new refinery at the port of Brownsville will fuel US port of Brownsville will fuel US port of Brownsville will fuel US markets, strengthen our national markets, strengthen our national markets, strengthen our national security, abuse American oil production, security, abuse American oil production, security, abuse American oil production, deliver billions of dollars in economic deliver billions of dollars in economic deliver billions of dollars in economic impact, and will be the cleanest impact, and will be the cleanest impact, and will be the cleanest refinery in the world. It will power refinery in the world. It will power refinery in the world. It will power global exports and bring thousands of global exports and bring thousands of global exports and bring thousands of long overdue jobs and grow to a region long overdue jobs and grow to a region long overdue jobs and grow to a region that deserves it. This is what American that deserves it. This is what American that deserves it. This is what American energy dominance looks like. As always, energy dominance looks like. As always, energy dominance looks like. As always, America first. America first. America first. >> Yeah. So, admittedly, halfway through >> Yeah. So, admittedly, halfway through >> Yeah. So, admittedly, halfway through that tweet, he was just flirting with that tweet, he was just flirting with that tweet, he was just flirting with me. me. me. >> Uh lowering regulations, creating jobs, >> Uh lowering regulations, creating jobs, >> Uh lowering regulations, creating jobs, all of that stuff is awesome. Now, in all of that stuff is awesome. Now, in all of that stuff is awesome. Now, in terms of efficiency of production and terms of efficiency of production and terms of efficiency of production and things like that, I'd be curious to know things like that, I'd be curious to know things like that, I'd be curious to know if we stopped doing it because we didn't if we stopped doing it because we didn't if we stopped doing it because we didn't have the right refineries, if we stopped have the right refineries, if we stopped have the right refineries, if we stopped doing it purely for environmental doing it purely for environmental doing it purely for environmental reasons, like what the reasoning is reasons, like what the reasoning is reasons, like what the reasoning is there. Uh, and I don't know the history there. Uh, and I don't know the history there. Uh, and I don't know the history of of of >> It's definitely with the EPA rollbacks. >> It's definitely with the EPA rollbacks. >> It's definitely with the EPA rollbacks. There's a lot of EPA rollbacks that There's a lot of EPA rollbacks that There's a lot of EPA rollbacks that opened up domestic energy production. opened up domestic energy production. opened up domestic energy production. So, now that's why you kind of flipped So, now that's why you kind of flipped So, now that's why you kind of flipped the switch with the switch with the switch with >> Yeah, because my thing is, listen, it's >> Yeah, because my thing is, listen, it's >> Yeah, because my thing is, listen, it's going to happen somewhere in the world. going to happen somewhere in the world. going to happen somewhere in the world. So, we're really not escaping much from So, we're really not escaping much from So, we're really not escaping much from an environmental hazard perspective. an environmental hazard perspective. an environmental hazard perspective. Also, environmental hazards are very Also, environmental hazards are very Also, environmental hazards are very important. People should absolutely pay important. People should absolutely pay important. People should absolutely pay attention to them. Climate change is attention to them. Climate change is attention to them. Climate change is very real. It just isn't at the very real. It just isn't at the very real. It just isn't at the catastrophe level that people would want catastrophe level that people would want catastrophe level that people would want you to believe. When you've got even you to believe. When you've got even you to believe. When you've got even Bill Gates reversing his tune on that, Bill Gates reversing his tune on that, Bill Gates reversing his tune on that, um I think that we can all agree that um I think that we can all agree that um I think that we can all agree that it's a big deal. It should be paid it's a big deal. It should be paid it's a big deal. It should be paid attention to, but it shouldn't be your attention to, but it shouldn't be your attention to, but it shouldn't be your number one primary driver. M and so um number one primary driver. M and so um number one primary driver. M and so um focusing on harnessing the energy of the focusing on harnessing the energy of the focusing on harnessing the energy of the sun. I mean which is exactly what China sun. I mean which is exactly what China sun. I mean which is exactly what China is doing by the way which uh the thing is doing by the way which uh the thing is doing by the way which uh the thing that I will say in China's defense is that I will say in China's defense is that I will say in China's defense is they are moving away from oil as fast as they are moving away from oil as fast as they are moving away from oil as fast as they can they can they can >> orders of magnitude faster than any >> orders of magnitude faster than any >> orders of magnitude faster than any other country that I know of on planet other country that I know of on planet other country that I know of on planet earth. And um it is just a fact of earth. And um it is just a fact of earth. And um it is just a fact of literal matter that the sun makes up literal matter that the sun makes up literal matter that the sun makes up like 99.99998% of all the matter in the un in the of all the matter in the un in the universe in the um solar system. And so universe in the um solar system. And so universe in the um solar system. And so for us it's like what are you going to for us it's like what are you going to for us it's like what are you going to burn on Earth that's going to match burn on Earth that's going to match burn on Earth that's going to match what's falling on the earth coming from what's falling on the earth coming from what's falling on the earth coming from the sun? I mean, it's just so minuscule the sun? I mean, it's just so minuscule the sun? I mean, it's just so minuscule when you think about the plant matter on when you think about the plant matter on when you think about the plant matter on Earth or the oil under the ground, you Earth or the oil under the ground, you Earth or the oil under the ground, you know, old dinosaur bones, old plants know, old dinosaur bones, old plants know, old dinosaur bones, old plants that you're going to extract as oil. It that you're going to extract as oil. It that you're going to extract as oil. It it's nothing compared to if you could it's nothing compared to if you could it's nothing compared to if you could just get good at capturing the sun. So, just get good at capturing the sun. So, just get good at capturing the sun. So, we should be focused on that. We should we should be focused on that. We should we should be focused on that. We should be racing towards that in the same way be racing towards that in the same way be racing towards that in the same way that China is. We should be reducing our that China is. We should be reducing our that China is. We should be reducing our dependence on oil and the need to do all dependence on oil and the need to do all dependence on oil and the need to do all of that. But while we do that of that. But while we do that of that. But while we do that transition, we should be making sure transition, we should be making sure transition, we should be making sure that we're energy independent. And if that we're energy independent. And if that we're energy independent. And if that means spinning up uh oil refineries that means spinning up uh oil refineries that means spinning up uh oil refineries so that we're not relying on the Middle so that we're not relying on the Middle so that we're not relying on the Middle East, way better situation. If that East, way better situation. If that East, way better situation. If that makes us an energy exporter, it's makes us an energy exporter, it's makes us an energy exporter, it's creating jobs, great. It's not my creating jobs, great. It's not my creating jobs, great. It's not my favorite kind of manufacturing to bring favorite kind of manufacturing to bring favorite kind of manufacturing to bring back to the US, but I'll take it. back to the US, but I'll take it. back to the US, but I'll take it. >> Yeah. All right. I got some quick hits >> Yeah. All right. I got some quick hits >> Yeah. All right. I got some quick hits for us to jump around and uh cover. for us to jump around and uh cover. for us to jump around and uh cover. There's been a lot of news stories that There's been a lot of news stories that There's been a lot of news stories that happened. First off, I we have to talk happened. First off, I we have to talk happened. First off, I we have to talk about the CNN thing. So CNN originally about the CNN thing. So CNN originally about the CNN thing. So CNN originally tweeted two pass tweeted two pass tweeted two pass >> Hold on. You got to set up what this is >> Hold on. You got to set up what this is >> Hold on. You got to set up what this is about though. about though. about though. >> I kind of want to like >> I kind of want to like >> I kind of want to like >> You just wanted to read it out. >> You just wanted to read it out. >> You just wanted to read it out. >> Yes. Because it it sounds like a >> Yes. Because it it sounds like a >> Yes. Because it it sounds like a pleasant story at the beginning. Two P pleasant story at the beginning. Two P pleasant story at the beginning. Two P Pennsylvania teenagers crossed into New Pennsylvania teenagers crossed into New Pennsylvania teenagers crossed into New York City Saturday morning for what York City Saturday morning for what York City Saturday morning for what could have been a normal day enjoying could have been a normal day enjoying could have been a normal day enjoying the city during abnormally warm weather. the city during abnormally warm weather. the city during abnormally warm weather. But in less than an hour, their lives But in less than an hour, their lives But in less than an hour, their lives would be drastically changed as the pair would be drastically changed as the pair would be drastically changed as the pair would be arrested for throwing homemade would be arrested for throwing homemade would be arrested for throwing homemade bombs during an anti-Muslim protest bombs during an anti-Muslim protest bombs during an anti-Muslim protest outside of Mayor Zoran Ramani's home. outside of Mayor Zoran Ramani's home. outside of Mayor Zoran Ramani's home. Here's what we know so far. That is Here's what we know so far. That is Here's what we know so far. That is >> this was their write up about the >> this was their write up about the >> this was their write up about the domestic terrorist attack that happened domestic terrorist attack that happened domestic terrorist attack that happened in New York. in New York. in New York. >> This is crazy, man. >> This is crazy, man. >> This is crazy, man. >> Wow. >> Wow. >> Wow. >> Listen, the the example that people give >> Listen, the the example that people give >> Listen, the the example that people give and I think it is a phenomenal one is and I think it is a phenomenal one is and I think it is a phenomenal one is this is like writing about 9/11 uh you this is like writing about 9/11 uh you this is like writing about 9/11 uh you know whatever seven hijackers or however know whatever seven hijackers or however know whatever seven hijackers or however many there were were enjoying a many there were were enjoying a many there were were enjoying a wonderful warm day in September in the wonderful warm day in September in the wonderful warm day in September in the city uh when suddenly their lives were city uh when suddenly their lives were city uh when suddenly their lives were changed as they crashed planes uh into a changed as they crashed planes uh into a changed as they crashed planes uh into a building. It's like what are you doing building. It's like what are you doing building. It's like what are you doing now? Now, they've done a retraction, but now? Now, they've done a retraction, but now? Now, they've done a retraction, but even in the retraction, they were still even in the retraction, they were still even in the retraction, they were still like downplaying. The bomb didn't go like downplaying. The bomb didn't go like downplaying. The bomb didn't go off, but if it had, the kids of their off, but if it had, the kids of their off, but if it had, the kids of their own admission said, "We were hoping to own admission said, "We were hoping to own admission said, "We were hoping to kill more people than they killed in the kill more people than they killed in the kill more people than they killed in the Boston City bombing." So, the they have Boston City bombing." So, the they have Boston City bombing." So, the they have detonated the um explosive devices, so detonated the um explosive devices, so detonated the um explosive devices, so they know they were real. they know they were real. they know they were real. >> And these kids were trying to kill >> And these kids were trying to kill >> And these kids were trying to kill people. And so, like to frame it like people. And so, like to frame it like people. And so, like to frame it like that is just so this is so gross and so that is just so this is so gross and so that is just so this is so gross and so ridiculous. And the fact that this kind ridiculous. And the fact that this kind ridiculous. And the fact that this kind of stuff works, the reason that I wanted of stuff works, the reason that I wanted of stuff works, the reason that I wanted to cover this is I just want to remind to cover this is I just want to remind to cover this is I just want to remind everybody, you guys are being spun all everybody, you guys are being spun all everybody, you guys are being spun all the time. Even I am making word choices the time. Even I am making word choices the time. Even I am making word choices all the time. Everybody is trying to all the time. Everybody is trying to all the time. Everybody is trying to lock you in their frame of reference. lock you in their frame of reference. lock you in their frame of reference. Now, boy, am I doing a lot of work to Now, boy, am I doing a lot of work to Now, boy, am I doing a lot of work to try to make sure that my frame of try to make sure that my frame of try to make sure that my frame of reference is tied to reality, which I reference is tied to reality, which I reference is tied to reality, which I think is the highest utility thing to do think is the highest utility thing to do think is the highest utility thing to do versus a narrative. But goodness versus a narrative. But goodness versus a narrative. But goodness gracious, like this kind of thing is so gracious, like this kind of thing is so gracious, like this kind of thing is so ridiculous that I can't believe how ridiculous that I can't believe how ridiculous that I can't believe how naked it's become the just blatant naked it's become the just blatant naked it's become the just blatant manipulation. And so just remember your manipulation. And so just remember your manipulation. And so just remember your favorite politician is doing this to favorite politician is doing this to favorite politician is doing this to you. It isn't just the people that you you. It isn't just the people that you you. It isn't just the people that you hate. CNN uh retraction said, "A post hate. CNN uh retraction said, "A post hate. CNN uh retraction said, "A post regarding the two individuals arrested regarding the two individuals arrested regarding the two individuals arrested for throwing homemade bombs outside of for throwing homemade bombs outside of for throwing homemade bombs outside of New York City's mayor Zaramani's home New York City's mayor Zaramani's home New York City's mayor Zaramani's home failed to reflect the gravity of the failed to reflect the gravity of the failed to reflect the gravity of the incident, thereby breaching the incident, thereby breaching the incident, thereby breaching the editorial standards we require for all editorial standards we require for all editorial standards we require for all our reporting. It has therefore been our reporting. It has therefore been our reporting. It has therefore been deleted." deleted." deleted." >> Go on the air. Like they're so wild. >> Go on the air. Like they're so wild. >> Go on the air. Like they're so wild. >> That was a nice way to say I messed up. >> That was a nice way to say I messed up. >> That was a nice way to say I messed up. Um Um Um >> that's a nice way of saying we >> that's a nice way of saying we >> that's a nice way of saying we manipulate you. Uh we don't want you to manipulate you. Uh we don't want you to manipulate you. Uh we don't want you to know it. Even this retraction is further know it. Even this retraction is further know it. Even this retraction is further manipulation and downplay downplay. manipulation and downplay downplay. manipulation and downplay downplay. Next up on quick hits, uh, President Next up on quick hits, uh, President Next up on quick hits, uh, President Trump has appointed Erica Kirk to the US Trump has appointed Erica Kirk to the US Trump has appointed Erica Kirk to the US Air Force leadership. Erica Kirk will Air Force leadership. Erica Kirk will Air Force leadership. Erica Kirk will vice yes. The Air Force on issues vice yes. The Air Force on issues vice yes. The Air Force on issues affecting the academy. affecting the academy. affecting the academy. >> Wait, what? >> Wait, what? >> Wait, what? >> And I think this is a perfectly timed >> And I think this is a perfectly timed >> And I think this is a perfectly timed Kanye meme. What the [ __ ] does she know Kanye meme. What the [ __ ] does she know Kanye meme. What the [ __ ] does she know about the Air Force? about the Air Force? about the Air Force? >> What the [ __ ] does she know about the >> What the [ __ ] does she know about the >> What the [ __ ] does she know about the air? Does she know something about the air? Does she know something about the air? Does she know something about the Air Force? Air Force? Air Force? Hold on. Is this like Hold on. Is this like Hold on. Is this like >> If I say something, I'm anti-Semitic, so >> If I say something, I'm anti-Semitic, so >> If I say something, I'm anti-Semitic, so I can't comment on it. I can't comment on it. I can't comment on it. [laughter] [laughter] [laughter] >> Can I give you a pass? I don't know. I >> Can I give you a pass? I don't know. I >> Can I give you a pass? I don't know. I feel like I can. uh the non-existent feel like I can. uh the non-existent feel like I can. uh the non-existent pass that I have to give I'm giving just pass that I have to give I'm giving just pass that I have to give I'm giving just I don't I literally don't understand. So I don't I literally don't understand. So I don't I literally don't understand. So what's the messaging around this? Why what's the messaging around this? Why what's the messaging around this? Why are they are they are they >> literally the full story? She's brought >> literally the full story? She's brought >> literally the full story? She's brought on as an adviser to the Air Force on as an adviser to the Air Force on as an adviser to the Air Force leadership to help support the next leadership to help support the next leadership to help support the next wave. If somebody in the chat has a wave. If somebody in the chat has a wave. If somebody in the chat has a better better better >> is it about recruitment? Like they're >> is it about recruitment? Like they're >> is it about recruitment? Like they're looking at her and saying, "Okay, this looking at her and saying, "Okay, this looking at her and saying, "Okay, this is somebody that really knows how to is somebody that really knows how to is somebody that really knows how to recruit and so we want to get some of recruit and so we want to get some of recruit and so we want to get some of that juju on the Air Force." I think that juju on the Air Force." I think that juju on the Air Force." I think it's optics because I think Kirk Charlie it's optics because I think Kirk Charlie it's optics because I think Kirk Charlie Kirk was supposed to get the role. Kirk was supposed to get the role. Kirk was supposed to get the role. Right. Right. Right. >> That I don't know if he was supposed to >> That I don't know if he was supposed to >> That I don't know if he was supposed to get the role. get the role. get the role. >> Yeah. >> Yeah. >> Yeah. >> Okay. But I'll ask the same question >> Okay. But I'll ask the same question >> Okay. But I'll ask the same question about Charlie Kirk. Why would Charlie about Charlie Kirk. Why would Charlie about Charlie Kirk. Why would Charlie Kirk be advising the Air Force? I don't Kirk be advising the Air Force? I don't Kirk be advising the Air Force? I don't understand. So listen, there might be a understand. So listen, there might be a understand. So listen, there might be a like if we're saying hold on like you like if we're saying hold on like you like if we're saying hold on like you these guys are so good at recruiting. these guys are so good at recruiting. these guys are so good at recruiting. You have no idea. We want them to teach You have no idea. We want them to teach You have no idea. We want them to teach us their ways. I totally get it. I've us their ways. I totally get it. I've us their ways. I totally get it. I've been brought in to help countless been brought in to help countless been brought in to help countless YouTube channels on how to grow. So, I YouTube channels on how to grow. So, I YouTube channels on how to grow. So, I don't know anything about their don't know anything about their don't know anything about their vertical, but I know about YouTube. So, vertical, but I know about YouTube. So, vertical, but I know about YouTube. So, it's like if she understands how to it's like if she understands how to it's like if she understands how to recruit and that's what this is about, recruit and that's what this is about, recruit and that's what this is about, then just message it. But then just message it. But then just message it. But >> this is from Fox News. President Trump >> this is from Fox News. President Trump >> this is from Fox News. President Trump appoints Erica Kirk to serve on the US appoints Erica Kirk to serve on the US appoints Erica Kirk to serve on the US Air Force Academy Board of Visitors, Air Force Academy Board of Visitors, Air Force Academy Board of Visitors, taking the position her late husband taking the position her late husband taking the position her late husband Charlie was slated to hold before he was Charlie was slated to hold before he was Charlie was slated to hold before he was assassinated in September. Now, Erica assassinated in September. Now, Erica assassinated in September. Now, Erica joins a panel that oversees moral, joins a panel that oversees moral, joins a panel that oversees moral, discipline, curriculum, and fiscal discipline, curriculum, and fiscal discipline, curriculum, and fiscal affairs at the academy. affairs at the academy. affairs at the academy. >> Okay. Morale, discipline, curriculum. >> Okay. Morale, discipline, curriculum. >> Okay. Morale, discipline, curriculum. All right. It seems weird. I don't All right. It seems weird. I don't All right. It seems weird. I don't expect this to be universally liked, but expect this to be universally liked, but expect this to be universally liked, but whatever. whatever. whatever. >> Next on the quick hit, um, we were >> Next on the quick hit, um, we were >> Next on the quick hit, um, we were talking about this before we roll. talking about this before we roll. talking about this before we roll. YouTube surpassed Disney, Paramount, YouTube surpassed Disney, Paramount, YouTube surpassed Disney, Paramount, Warner Brothers in 2025 in ad revenue. Warner Brothers in 2025 in ad revenue. Warner Brothers in 2025 in ad revenue. Not those three individually combined. Not those three individually combined. Not those three individually combined. YouTube alone has more ad revenue than YouTube alone has more ad revenue than YouTube alone has more ad revenue than Disney, Paramount, and Warner Brothers Disney, Paramount, and Warner Brothers Disney, Paramount, and Warner Brothers Discovery. It is Discovery. It is Discovery. It is >> no one should be surprised by this. >> no one should be surprised by this. >> no one should be surprised by this. >> It's officially the largest media >> It's officially the largest media >> It's officially the largest media company in the world. company in the world. company in the world. >> Bro, they are so powerful. People don't >> Bro, they are so powerful. People don't >> Bro, they are so powerful. People don't understand. Like YouTube has become a understand. Like YouTube has become a understand. Like YouTube has become a part of the fabric of people's everyday part of the fabric of people's everyday part of the fabric of people's everyday life. It's the one thing where no matter life. It's the one thing where no matter life. It's the one thing where no matter how my mom [ __ ] with YouTube and then how my mom [ __ ] with YouTube and then how my mom [ __ ] with YouTube and then if I um like run into somebody's kids if I um like run into somebody's kids if I um like run into somebody's kids and I'm like oh like you know what do and I'm like oh like you know what do and I'm like oh like you know what do you watch you watch you watch >> the odds of them saying YouTube are >> the odds of them saying YouTube are >> the odds of them saying YouTube are basically 100%. The odds of them saying basically 100%. The odds of them saying basically 100%. The odds of them saying Tik Tok is high but YouTube is basically Tik Tok is high but YouTube is basically Tik Tok is high but YouTube is basically 100%. Like it is just where people go to 100%. Like it is just where people go to 100%. Like it is just where people go to watch, you know, their whatever watch, you know, their whatever watch, you know, their whatever influencer. And the cool thing about influencer. And the cool thing about influencer. And the cool thing about YouTube is it can be anything, man. Like YouTube is it can be anything, man. Like YouTube is it can be anything, man. Like when I look at it, it is startling. If when I look at it, it is startling. If when I look at it, it is startling. If you go and type in millennial gaming you go and type in millennial gaming you go and type in millennial gaming review, review, review, >> you're going to go into a universe. If >> you're going to go into a universe. If >> you're going to go into a universe. If you type in like kids gaming, the you type in like kids gaming, the you type in like kids gaming, the universe is so different. It it is the universe is so different. It it is the universe is so different. It it is the same thing. Gaming influencers in same thing. Gaming influencers in same thing. Gaming influencers in gaming. But when I say that they are gaming. But when I say that they are gaming. But when I say that they are night and day different, it is wild. But night and day different, it is wild. But night and day different, it is wild. But it's all on the same platform. And that it's all on the same platform. And that it's all on the same platform. And that is the brilliance of YouTube is it is is the brilliance of YouTube is it is is the brilliance of YouTube is it is infinite TV channels that every niche is infinite TV channels that every niche is infinite TV channels that every niche is so deep and so specific. It's crazy. So so deep and so specific. It's crazy. So so deep and so specific. It's crazy. So yeah, YouTube you can expect to be here yeah, YouTube you can expect to be here yeah, YouTube you can expect to be here for a long time. But like we were for a long time. But like we were for a long time. But like we were talking about before we started rolling, talking about before we started rolling, talking about before we started rolling, nothing is forever. nothing is forever. nothing is forever. >> Uh I ended up grabbing the mean meme of >> Uh I ended up grabbing the mean meme of >> Uh I ended up grabbing the mean meme of this next headline. And I forgot the this next headline. And I forgot the this next headline. And I forgot the actual headline. Uh cuz you know me, I'm actual headline. Uh cuz you know me, I'm actual headline. Uh cuz you know me, I'm here for the jokes. here for the jokes. here for the jokes. >> Drew's mean first. >> Drew's mean first. >> Drew's mean first. >> Yes, I'm always mean first. Um French >> Yes, I'm always mean first. Um French >> Yes, I'm always mean first. Um French women, women, women, >> what is this? >> what is this? >> what is this? >> She at such a level that paternity tests >> She at such a level that paternity tests >> She at such a level that paternity tests are illegal because how it would destroy are illegal because how it would destroy are illegal because how it would destroy the French society if they were held the French society if they were held the French society if they were held accountable for their action. accountable for their action. accountable for their action. >> No way. That can't be true. >> No way. That can't be true. >> No way. That can't be true. >> This is a framing. This is a framing. So >> This is a framing. This is a framing. So >> This is a framing. This is a framing. So that's why it's funny. But France did that's why it's funny. But France did that's why it's funny. But France did ban fraternity testing. ban fraternity testing. ban fraternity testing. >> That can't be true. >> That can't be true. >> That can't be true. >> I'm telling you, I just can't find >> I'm telling you, I just can't find >> I'm telling you, I just can't find actual articles because I was laughing. actual articles because I was laughing. actual articles because I was laughing. Which one? Which one? Which one? >> I need a fact check. >> I need a fact check. >> I need a fact check. >> It [laughter] isn't illegal to get a >> It [laughter] isn't illegal to get a >> It [laughter] isn't illegal to get a uh paternity test in France. There's no uh paternity test in France. There's no uh paternity test in France. There's no way. way. way. >> I feel bad. I should have grabbed the >> I feel bad. I should have grabbed the >> I feel bad. I should have grabbed the other link. I was just laughing cuz I other link. I was just laughing cuz I other link. I was just laughing cuz I was I would a rabbit hole. was I would a rabbit hole. was I would a rabbit hole. >> You can't do that. >> You can't do that. >> You can't do that. >> I would rather paternity tests are >> I would rather paternity tests are >> I would rather paternity tests are illegal in France. I don't know if that illegal in France. I don't know if that illegal in France. I don't know if that changes anything with the changes anything with the changes anything with the >> private paternity tests are illegal >> private paternity tests are illegal >> private paternity tests are illegal >> and it results in up to a 15,000 fine >> and it results in up to a 15,000 fine >> and it results in up to a 15,000 fine and one year in prison. and one year in prison. and one year in prison. >> What you no I am so triggered right now. >> What you no I am so triggered right now. >> What you no I am so triggered right now. >> Whenever somebody says you can't know >> Whenever somebody says you can't know >> Whenever somebody says you can't know the truth about something, I am I rate. the truth about something, I am I rate. the truth about something, I am I rate. You must be joking. I want to move to You must be joking. I want to move to You must be joking. I want to move to France just to protest that. That is France just to protest that. That is France just to protest that. That is [laughter] I'm I am It is grotesque that [laughter] I'm I am It is grotesque that [laughter] I'm I am It is grotesque that I am part French hearing this. I can't I I am part French hearing this. I can't I I am part French hearing this. I can't I can't abide this. That is so crazy. can't abide this. That is so crazy. can't abide this. That is so crazy. >> How do people end up voting for that? >> How do people end up voting for that? >> How do people end up voting for that? Was pretty good. How do people end up Was pretty good. How do people end up Was pretty good. How do people end up voting for that? Like you can't vote for voting for that? Like you can't vote for voting for that? Like you can't vote for that. You can't vote for that. that. You can't vote for that. that. You can't vote for that. >> It's it's it's wild. That's why I had >> It's it's it's wild. That's why I had >> It's it's it's wild. That's why I had memes. I was like this can't be like memes. I was like this can't be like memes. I was like this can't be like this was funny. I was like you're not this was funny. I was like you're not this was funny. I was like you're not real. You're not serious. You're not real. You're not serious. You're not real. You're not serious. You're not okay. okay. okay. >> You're not a a real country. And last on >> You're not a a real country. And last on >> You're not a a real country. And last on the quick hits for our movie heads out the quick hits for our movie heads out the quick hits for our movie heads out there, Project Hail Mary debuts with 95% there, Project Hail Mary debuts with 95% there, Project Hail Mary debuts with 95% on Rotten Tomatoes. Described as one of on Rotten Tomatoes. Described as one of on Rotten Tomatoes. Described as one of the best sci-fi films all of all the the best sci-fi films all of all the the best sci-fi films all of all the decade. Andy Weir, friend of the show, decade. Andy Weir, friend of the show, decade. Andy Weir, friend of the show, he was on the show. Love him. he was on the show. Love him. he was on the show. Love him. >> Um >> Um >> Um >> Drew, what's the problem with this >> Drew, what's the problem with this >> Drew, what's the problem with this review review review >> that it's on Rotten Tomatoes? >> that it's on Rotten Tomatoes? >> that it's on Rotten Tomatoes? >> Rotten Tomatoes is okay. Okay, but >> Rotten Tomatoes is okay. Okay, but >> Rotten Tomatoes is okay. Okay, but you've got a left review and a right you've got a left review and a right you've got a left review and a right review. You've got the review on the review. You've got the review on the review. You've got the review on the left side is critics only and the review left side is critics only and the review left side is critics only and the review on the right is audience. Mhm. on the right is audience. Mhm. on the right is audience. Mhm. >> That is a critic score. Critics have >> That is a critic score. Critics have >> That is a critic score. Critics have disgraced themselves disgraced themselves disgraced themselves year after year, movie after movie. So, year after year, movie after movie. So, year after year, movie after movie. So, I'm going to wait until we get the I'm going to wait until we get the I'm going to wait until we get the audience score on this one. When I see a audience score on this one. When I see a audience score on this one. When I see a 95, to me that says critics tend to be 95, to me that says critics tend to be 95, to me that says critics tend to be wildly left-leaning. So, I'm like, okay, wildly left-leaning. So, I'm like, okay, wildly left-leaning. So, I'm like, okay, so this is a movie that people on the so this is a movie that people on the so this is a movie that people on the left love. Now, if I remember from my left love. Now, if I remember from my left love. Now, if I remember from my time with uh Andy Weir, that is time with uh Andy Weir, that is time with uh Andy Weir, that is certainly in keeping. Now, I will say certainly in keeping. Now, I will say certainly in keeping. Now, I will say that book was so good that I am very that book was so good that I am very that book was so good that I am very optimistic about this movie. The Yeah, optimistic about this movie. The Yeah, optimistic about this movie. The Yeah, the book was phenomenal. If you at all the book was phenomenal. If you at all the book was phenomenal. If you at all like sci-fi like sci-fi like sci-fi and it's very [clears throat] light and it's very [clears throat] light and it's very [clears throat] light sci-fi to be honest, even though he's sci-fi to be honest, even though he's sci-fi to be honest, even though he's talking to a big bug, talking to a big bug, talking to a big bug, >> uh but it is >> uh but it is >> uh but it is >> it's so good. That book was written so >> it's so good. That book was written so >> it's so good. That book was written so well, man. Cheers to Andy Weir. He is well, man. Cheers to Andy Weir. He is well, man. Cheers to Andy Weir. He is absolutely brilliant. absolutely brilliant. absolutely brilliant. And now in interesting, this is going to And now in interesting, this is going to And now in interesting, this is going to transition to our AI segment. Poly transition to our AI segment. Poly transition to our AI segment. Poly market tweeted that senators are now market tweeted that senators are now market tweeted that senators are now allowed to use chat GBT for official use allowed to use chat GBT for official use allowed to use chat GBT for official use in the Senate. And while I love this, I in the Senate. And while I love this, I in the Senate. And while I love this, I think that this is a good job. I think think that this is a good job. I think think that this is a good job. I think AI is a level of intelligence that can AI is a level of intelligence that can AI is a level of intelligence that can really help radicalize governments. We really help radicalize governments. We really help radicalize governments. We also had noticed that there is a there also had noticed that there is a there also had noticed that there is a there was a um what's it called? A study that was a um what's it called? A study that was a um what's it called? A study that released that was shown that AI lies to released that was shown that AI lies to released that was shown that AI lies to you. even when it knows that you're you. even when it knows that you're you. even when it knows that you're wrong, it will tell you that you're wrong, it will tell you that you're wrong, it will tell you that you're right. right. right. >> Yeah. >> Yeah. >> Yeah. >> So, it's one of those things where do I >> So, it's one of those things where do I >> So, it's one of those things where do I want partisan input prompts into an AI want partisan input prompts into an AI want partisan input prompts into an AI that will then double down on the that will then double down on the that will then double down on the partisanness and end up widening the partisanness and end up widening the partisanness and end up widening the divide versus being the truth algorithm divide versus being the truth algorithm divide versus being the truth algorithm and saying, "Hey, you can actually and saying, "Hey, you can actually and saying, "Hey, you can actually balance the budget by doing this," or, balance the budget by doing this," or, balance the budget by doing this," or, "Hey, you can actually do this and help "Hey, you can actually do this and help "Hey, you can actually do this and help people still," or something like that. people still," or something like that. people still," or something like that. What's that balance? You think What's that balance? You think What's that balance? You think >> if you're using AI, you need to >> if you're using AI, you need to >> if you're using AI, you need to understand that your AI has an agenda understand that your AI has an agenda understand that your AI has an agenda and it is doing its best to manipulate and it is doing its best to manipulate and it is doing its best to manipulate you. So be very careful. Now, do I think you. So be very careful. Now, do I think you. So be very careful. Now, do I think that AI should be used in government? I that AI should be used in government? I that AI should be used in government? I think it should be mandated that people think it should be mandated that people think it should be mandated that people use AI in government. I do not trust use AI in government. I do not trust use AI in government. I do not trust these people to have enough time to read these people to have enough time to read these people to have enough time to read the bills and all of that. You a the bills and all of that. You a the bills and all of that. You a thousand% need AI to go through the thousand% need AI to go through the thousand% need AI to go through the bill, pull out everything that's in it, bill, pull out everything that's in it, bill, pull out everything that's in it, lay it out for you very simply so that lay it out for you very simply so that lay it out for you very simply so that people are not expected to try to digest people are not expected to try to digest people are not expected to try to digest a thousandpage bill in, you know, a thousandpage bill in, you know, a thousandpage bill in, you know, whatever 24 hours. It's ridiculous. whatever 24 hours. It's ridiculous. whatever 24 hours. It's ridiculous. AI is intelligence. Now, it does not AI is intelligence. Now, it does not AI is intelligence. Now, it does not mean that you get to forego using your mean that you get to forego using your mean that you get to forego using your own brain. You should be leveraging a AI own brain. You should be leveraging a AI own brain. You should be leveraging a AI to build up from first principles, to build up from first principles, to build up from first principles, figuring out what is true, figuring out figuring out what is true, figuring out figuring out what is true, figuring out what the cause and effect is, what the cause and effect is, what the cause and effect is, understanding how something works. When understanding how something works. When understanding how something works. When you use AI for that, in fact, shout out you use AI for that, in fact, shout out you use AI for that, in fact, shout out to the person that before we started, we to the person that before we started, we to the person that before we started, we do watch the comments before we start do watch the comments before we start do watch the comments before we start and somebody was like, "Hey, tell Tom and somebody was like, "Hey, tell Tom and somebody was like, "Hey, tell Tom that the deep dives are great." First of that the deep dives are great." First of that the deep dives are great." First of all, thank you for that. I appreciate all, thank you for that. I appreciate all, thank you for that. I appreciate it. Now I use AI to write those. I would it. Now I use AI to write those. I would it. Now I use AI to write those. I would never be able to write them at that pace never be able to write them at that pace never be able to write them at that pace without AI. But what I'm doing with AI without AI. But what I'm doing with AI without AI. But what I'm doing with AI is saying, hey, here is a topic. This is is saying, hey, here is a topic. This is is saying, hey, here is a topic. This is my hypothesis. I want to know if this is my hypothesis. I want to know if this is my hypothesis. I want to know if this is true or not. I will often do battle with true or not. I will often do battle with true or not. I will often do battle with AI for hours just trying to establish, AI for hours just trying to establish, AI for hours just trying to establish, okay, this is what's actually true. This okay, this is what's actually true. This okay, this is what's actually true. This is the part that you think that's wrong. is the part that you think that's wrong. is the part that you think that's wrong. This is the part that you're thinking This is the part that you're thinking This is the part that you're thinking that's probably right. And then I start that's probably right. And then I start that's probably right. And then I start building it, asking questions, pushing building it, asking questions, pushing building it, asking questions, pushing back, saying, "Okay, what about this?" back, saying, "Okay, what about this?" back, saying, "Okay, what about this?" is finding disisconfirming evidence, is finding disisconfirming evidence, is finding disisconfirming evidence, stating something, and then asking it, stating something, and then asking it, stating something, and then asking it, "Okay, what are the best people that "Okay, what are the best people that "Okay, what are the best people that think this idea is stupid? What do they think this idea is stupid? What do they think this idea is stupid? What do they think?" If you use AI like that, it is think?" If you use AI like that, it is think?" If you use AI like that, it is incredible. incredible. incredible. If you use it to turn you into a pair of If you use it to turn you into a pair of If you use it to turn you into a pair of hands and you just say, "Dear AI, tell hands and you just say, "Dear AI, tell hands and you just say, "Dear AI, tell me what to do." You're going to get me what to do." You're going to get me what to do." You're going to get [ __ ] over time. Like, there's no [ __ ] over time. Like, there's no [ __ ] over time. Like, there's no doubt. They're already seeing that in doubt. They're already seeing that in doubt. They're already seeing that in people that it's making them dumber. people that it's making them dumber. people that it's making them dumber. This is not an AI problem. This is a This is not an AI problem. This is a This is not an AI problem. This is a human problem. So, it comes down to how human problem. So, it comes down to how human problem. So, it comes down to how you use it. If you allow yourself to be you use it. If you allow yourself to be you use it. If you allow yourself to be an addicted [ __ ] then yeah, you're an addicted [ __ ] then yeah, you're an addicted [ __ ] then yeah, you're going to be in for a bad time. If you're going to be in for a bad time. If you're going to be in for a bad time. If you're going to let your AI like basically going to let your AI like basically going to let your AI like basically mentally jerk you off, yes, you're going mentally jerk you off, yes, you're going mentally jerk you off, yes, you're going to be in for a bad time because it's to be in for a bad time because it's to be in for a bad time because it's going to say the kinds of things that it going to say the kinds of things that it going to say the kinds of things that it thinks you want to hear in terms of thinks you want to hear in terms of thinks you want to hear in terms of getting engagement. But if instead getting engagement. But if instead getting engagement. But if instead you're asking it, hey, why is this a bad you're asking it, hey, why is this a bad you're asking it, hey, why is this a bad idea? What are the people who think this idea? What are the people who think this idea? What are the people who think this idea is stupid? What are their best idea is stupid? What are their best idea is stupid? What are their best arguments? It will give you all of that. arguments? It will give you all of that. arguments? It will give you all of that. So, it comes down to what you want. It So, it comes down to what you want. It So, it comes down to what you want. It comes down to whether you're willing to comes down to whether you're willing to comes down to whether you're willing to face your own inadequacies. It comes face your own inadequacies. It comes face your own inadequacies. It comes down to what you believe as a base down to what you believe as a base down to what you believe as a base assumption about yourself. And if you assumption about yourself. And if you assumption about yourself. And if you think you're always right and the AI is think you're always right and the AI is think you're always right and the AI is sealed clapping for you, then yeah, sealed clapping for you, then yeah, sealed clapping for you, then yeah, you're going to be like, "Oh, this feels you're going to be like, "Oh, this feels you're going to be like, "Oh, this feels good." If on the other hand, you're good." If on the other hand, you're good." If on the other hand, you're like, "I know how often I'm wrong." So like, "I know how often I'm wrong." So like, "I know how often I'm wrong." So if this thing is just like, "Yes, if this thing is just like, "Yes, if this thing is just like, "Yes, everything you say is good." Then I'm everything you say is good." Then I'm everything you say is good." Then I'm like, "Hold on a second. I know that's like, "Hold on a second. I know that's like, "Hold on a second. I know that's bullshit." And so it will force you to bullshit." And so it will force you to bullshit." And so it will force you to start asking a better class of question. start asking a better class of question. start asking a better class of question. It will force you to start asking a It will force you to start asking a It will force you to start asking a better class of question. You can't turn better class of question. You can't turn better class of question. You can't turn your mind over to anything. This is why your mind over to anything. This is why your mind over to anything. This is why I don't like when you ask the question, I don't like when you ask the question, I don't like when you ask the question, if the AI made every element of your if the AI made every element of your if the AI made every element of your life better, would you just blindly life better, would you just blindly life better, would you just blindly follow it? And my answer is no. Because follow it? And my answer is no. Because follow it? And my answer is no. Because I'm not going to outsource that final I'm not going to outsource that final I'm not going to outsource that final bit of my intelligence. I'm going to do bit of my intelligence. I'm going to do bit of my intelligence. I'm going to do the things that I understand. I'm going the things that I understand. I'm going the things that I understand. I'm going to leverage it to help me build mental to leverage it to help me build mental to leverage it to help me build mental models so I actually understand what is models so I actually understand what is models so I actually understand what is going on. Because if it's like, listen, going on. Because if it's like, listen, going on. Because if it's like, listen, >> if you just go kill that person over >> if you just go kill that person over >> if you just go kill that person over there, things will be so much better for there, things will be so much better for there, things will be so much better for you. I don't ever want to find myself you. I don't ever want to find myself you. I don't ever want to find myself going, okay, so you've got to be Yeah, going, okay, so you've got to be Yeah, going, okay, so you've got to be Yeah, you you just got to be careful. Do not you you just got to be careful. Do not you you just got to be careful. Do not give yourself over to anybody else. Not give yourself over to anybody else. Not give yourself over to anybody else. Not like that. No way. So, they should use like that. No way. So, they should use like that. No way. So, they should use it, it, it, >> but they should not use it as an >> but they should not use it as an >> but they should not use it as an abdication of thinking for themselves. abdication of thinking for themselves. abdication of thinking for themselves. >> And as a real world application of this, >> And as a real world application of this, >> And as a real world application of this, Amazon held an emergency meeting to talk Amazon held an emergency meeting to talk Amazon held an emergency meeting to talk about AI breaking its system. Mhm. about AI breaking its system. Mhm. about AI breaking its system. Mhm. >> This is a tweet from Lucas Oleenic. >> This is a tweet from Lucas Oleenic. >> This is a tweet from Lucas Oleenic. Olenic. Olenic. Olenic. >> Um, just go with the first one. >> Um, just go with the first one. >> Um, just go with the first one. >> Yeah. European name. The official >> Yeah. European name. The official >> Yeah. European name. The official framing is part of normal business. The framing is part of normal business. The framing is part of normal business. The briefing note described a trend of briefing note described a trend of briefing note described a trend of incidents with high blast radius caused incidents with high blast radius caused incidents with high blast radius caused by generative AI assisted changes for by generative AI assisted changes for by generative AI assisted changes for which best practices and safeguards are which best practices and safeguards are which best practices and safeguards are not yet fully established. Translation not yet fully established. Translation not yet fully established. Translation to human language. We gave AI to to human language. We gave AI to to human language. We gave AI to engineers and things keep breaking. The engineers and things keep breaking. The engineers and things keep breaking. The response for now. Junior and mid-level response for now. Junior and mid-level response for now. Junior and mid-level engineers can no longer push AI assisted engineers can no longer push AI assisted engineers can no longer push AI assisted code without a senior signing off. AWS code without a senior signing off. AWS code without a senior signing off. AWS spent 13 hours recovering after its own spent 13 hours recovering after its own spent 13 hours recovering after its own AI coding tool asked to make some AI coding tool asked to make some AI coding tool asked to make some changes decided instead to delete and changes decided instead to delete and changes decided instead to delete and recreate the environment. The software recreate the environment. The software recreate the environment. The software equivalent of fixing a leaky tab by equivalent of fixing a leaky tab by equivalent of fixing a leaky tab by knocking down the wall. Amazon called knocking down the wall. Amazon called knocking down the wall. Amazon called that an extremely limited event. The that an extremely limited event. The that an extremely limited event. The affected tool served customers in affected tool served customers in affected tool served customers in mainland China. Um and then inside the mainland China. Um and then inside the mainland China. Um and then inside the email itself, Amazon's e-commerce email itself, Amazon's e-commerce email itself, Amazon's e-commerce business has summoned a large group of business has summoned a large group of business has summoned a large group of engineers to a meeting on Tuesday for a engineers to a meeting on Tuesday for a engineers to a meeting on Tuesday for a deep dive into the spat of allergies deep dive into the spat of allergies deep dive into the spat of allergies including incidents tied to the use of including incidents tied to the use of including incidents tied to the use of AI coding tools. The online retail giant AI coding tools. The online retail giant AI coding tools. The online retail giant says there has been a trend of incidents says there has been a trend of incidents says there has been a trend of incidents in recent months characterized by a high in recent months characterized by a high in recent months characterized by a high blast radius and again generate AI blast radius and again generate AI blast radius and again generate AI assisted changes. Everybody remembers assisted changes. Everybody remembers assisted changes. Everybody remembers the AWS outage a couple weeks ago where the AWS outage a couple weeks ago where the AWS outage a couple weeks ago where all the sites were broken. The website all the sites were broken. The website all the sites were broken. The website the internet was basically down for 3 the internet was basically down for 3 the internet was basically down for 3 four hours when we woke up. I can only four hours when we woke up. I can only four hours when we woke up. I can only imagine what it was when we were imagine what it was when we were imagine what it was when we were sleeping. sleeping. sleeping. >> Uh so this >> Uh so this >> Uh so this >> do we know that was AI related? >> do we know that was AI related? >> do we know that was AI related? >> That was the one where they uh redid >> That was the one where they uh redid >> That was the one where they uh redid their they redid their AWS their they redid their AWS their they redid their AWS infrastructure. infrastructure. infrastructure. >> Yeah. >> Yeah. >> Yeah. >> Ouch. So I love this. This is hilarious >> Ouch. So I love this. This is hilarious >> Ouch. So I love this. This is hilarious to me. And it's hilarious to me because to me. And it's hilarious to me because to me. And it's hilarious to me because I know a lot of people are going to see I know a lot of people are going to see I know a lot of people are going to see something goes wrong with generative AI something goes wrong with generative AI something goes wrong with generative AI and coding and therefore this is dumb and coding and therefore this is dumb and coding and therefore this is dumb and we should never use it. And those and we should never use it. And those and we should never use it. And those [ __ ] are going to get mowed over by [ __ ] are going to get mowed over by [ __ ] are going to get mowed over by the people that realize, oh yeah, I the people that realize, oh yeah, I the people that realize, oh yeah, I can't outsource my thinking. This is a can't outsource my thinking. This is a can't outsource my thinking. This is a tool. I'm going to use it like a tool. tool. I'm going to use it like a tool. tool. I'm going to use it like a tool. And as it gets better, then I will trust And as it gets better, then I will trust And as it gets better, then I will trust it more and more. But we really do have it more and more. But we really do have it more and more. But we really do have to build firewalls. In fact, my upcoming to build firewalls. In fact, my upcoming to build firewalls. In fact, my upcoming deep dive is about this. the entire deep dive is about this. the entire deep dive is about this. the entire structure of commerce is going to change structure of commerce is going to change structure of commerce is going to change so that we can use AI so that we can use AI so that we can use AI at scale but don't have to worry about at scale but don't have to worry about at scale but don't have to worry about these blast radiuses that you're going these blast radiuses that you're going these blast radiuses that you're going to be able to limit its scope limit what to be able to limit its scope limit what to be able to limit its scope limit what it has access to limit what it can do it has access to limit what it can do it has access to limit what it can do but man it's going to get better over but man it's going to get better over but man it's going to get better over time and using it now is already a huge time and using it now is already a huge time and using it now is already a huge win but you can't just blindly go okay win but you can't just blindly go okay win but you can't just blindly go okay well I guess it's going to be fine for well I guess it's going to be fine for well I guess it's going to be fine for instance when I'm writing ing something instance when I'm writing ing something instance when I'm writing ing something using AI. It's not like I take the using AI. It's not like I take the using AI. It's not like I take the output and then just use it. You take it output and then just use it. You take it output and then just use it. You take it and then you have to rewrite it. You and then you have to rewrite it. You and then you have to rewrite it. You have to fact check it, make sure that have to fact check it, make sure that have to fact check it, make sure that things are correct. And I have no doubt things are correct. And I have no doubt things are correct. And I have no doubt there's going to be times where there's going to be times where there's going to be times where something slips through and I read it something slips through and I read it something slips through and I read it and it seems fine to me and I move on and it seems fine to me and I move on and it seems fine to me and I move on and it ends up being a problem. Fair and it ends up being a problem. Fair and it ends up being a problem. Fair enough. But if you're engaging with it enough. But if you're engaging with it enough. But if you're engaging with it and limiting the scope of that potential and limiting the scope of that potential and limiting the scope of that potential damage, you're going to be in a much damage, you're going to be in a much damage, you're going to be in a much better position. This remember I talk better position. This remember I talk better position. This remember I talk about this so much because I use it on a about this so much because I use it on a about this so much because I use it on a daily basis at the enterprise level. So daily basis at the enterprise level. So daily basis at the enterprise level. So not only am I using it for um the deep not only am I using it for um the deep not only am I using it for um the deep dives which what a huge win that has dives which what a huge win that has dives which what a huge win that has been but we use it most importantly on been but we use it most importantly on been but we use it most importantly on the gaming side and so on that whether the gaming side and so on that whether the gaming side and so on that whether it's writing C++ code being able to it's writing C++ code being able to it's writing C++ code being able to identify problems in our blueprints identify problems in our blueprints identify problems in our blueprints actually generating uh 3D assets none of actually generating uh 3D assets none of actually generating uh 3D assets none of it just outputs something that's it just outputs something that's it just outputs something that's finished. It outputs something let's say finished. It outputs something let's say finished. It outputs something let's say is 80% of the way there that breaks is 80% of the way there that breaks is 80% of the way there that breaks under weird circumstances and you have under weird circumstances and you have under weird circumstances and you have to go figure that out but it still to go figure that out but it still to go figure that out but it still speeds you up. It is incredible. It is speeds you up. It is incredible. It is speeds you up. It is incredible. It is only when people are just like blindly only when people are just like blindly only when people are just like blindly signing off on this stuff or and I don't signing off on this stuff or and I don't signing off on this stuff or and I don't know if this is true but one of the know if this is true but one of the know if this is true but one of the things that I heard was that these things that I heard was that these things that I heard was that these companies are actually incentivizing companies are actually incentivizing companies are actually incentivizing people to just post their code fast. And people to just post their code fast. And people to just post their code fast. And so your bonuses are determined by how so your bonuses are determined by how so your bonuses are determined by how rapidly you uh deploy code and how much rapidly you uh deploy code and how much rapidly you uh deploy code and how much you used AI in deploying that code. I you used AI in deploying that code. I you used AI in deploying that code. I understand what they're trying to train understand what they're trying to train understand what they're trying to train people to do, but show me the incentives people to do, but show me the incentives people to do, but show me the incentives and I'll show you the outcome. If you're and I'll show you the outcome. If you're and I'll show you the outcome. If you're not saying I'm incentivizing you to do not saying I'm incentivizing you to do not saying I'm incentivizing you to do rapid and like high performant code with rapid and like high performant code with rapid and like high performant code with limited errors, then people are just limited errors, then people are just limited errors, then people are just going to get sloppy and they're going to going to get sloppy and they're going to going to get sloppy and they're going to push anything and you know it's up to push anything and you know it's up to push anything and you know it's up to you to make the most of that. I'm doing you to make the most of that. I'm doing you to make the most of that. I'm doing what you told me to do. So you want to what you told me to do. So you want to what you told me to do. So you want to make sure that you put some sort of make sure that you put some sort of make sure that you put some sort of restrictions around this actually has to restrictions around this actually has to restrictions around this actually has to be good. It has to It's like when you're be good. It has to It's like when you're be good. It has to It's like when you're measuring how fast somebody types. It's measuring how fast somebody types. It's measuring how fast somebody types. It's not how fast they can hit the keys. It's not how fast they can hit the keys. It's not how fast they can hit the keys. It's correct words per minute. So you need to correct words per minute. So you need to correct words per minute. So you need to understand like how many correct lines understand like how many correct lines understand like how many correct lines of code are you doing? How many bugs are of code are you doing? How many bugs are of code are you doing? How many bugs are we finding in your code? If you make we finding in your code? If you make we finding in your code? If you make that an important part of this, then that an important part of this, then that an important part of this, then people are going to slow down enough to people are going to slow down enough to people are going to slow down enough to make sure that they actually get that make sure that they actually get that make sure that they actually get that part of it done as well in order to get part of it done as well in order to get part of it done as well in order to get their uh bonuses. So this is a very their uh bonuses. So this is a very their uh bonuses. So this is a very solvable problem. I know people are solvable problem. I know people are solvable problem. I know people are going to have the world's most hilarious going to have the world's most hilarious going to have the world's most hilarious knee-jerk uh rejection uh response to knee-jerk uh rejection uh response to knee-jerk uh rejection uh response to this, but more for the rest of us. this, but more for the rest of us. this, but more for the rest of us. >> I have another thing to lay out on the >> I have another thing to lay out on the >> I have another thing to lay out on the table. This is from Unusual Wales. I'm table. This is from Unusual Wales. I'm table. This is from Unusual Wales. I'm going to set the table for this really going to set the table for this really going to set the table for this really quick. The growing threat posed by AI to quick. The growing threat posed by AI to quick. The growing threat posed by AI to the software industry has led foreign the software industry has led foreign the software industry has led foreign investors to cut exposure to Indian IT investors to cut exposure to Indian IT investors to cut exposure to Indian IT stocks per Bloomberg. stocks per Bloomberg. stocks per Bloomberg. >> This is a big deal. >> This is a big deal. >> This is a big deal. >> And here is the write up from Tuki. Do >> And here is the write up from Tuki. Do >> And here is the write up from Tuki. Do you understand the irony of what's you understand the irony of what's you understand the irony of what's happening right now? India built the happening right now? India built the happening right now? India built the entire world software for 20 years. entire world software for 20 years. entire world software for 20 years. Every Fortune 500 company outsourced Every Fortune 500 company outsourced Every Fortune 500 company outsourced their code to Indian IT firms because it their code to Indian IT firms because it their code to Indian IT firms because it was cheaper than hiring locally. Now AI was cheaper than hiring locally. Now AI was cheaper than hiring locally. Now AI AI writes code for cheaper than India AI writes code for cheaper than India AI writes code for cheaper than India can. Foreign investors just pulled 1.85 can. Foreign investors just pulled 1.85 can. Foreign investors just pulled 1.85 billion out of Indian IT stocks in a billion out of Indian IT stocks in a billion out of Indian IT stocks in a single month. Tatai, Infosys, Wro, HCL, single month. Tatai, Infosys, Wro, HCL, single month. Tatai, Infosys, Wro, HCL, all crashing. The companies that built all crashing. The companies that built all crashing. The companies that built their empires are on we'll do it for their empires are on we'll do it for their empires are on we'll do it for less just meant something that does it less just meant something that does it less just meant something that does it for almost nothing. The outsourcing for almost nothing. The outsourcing for almost nothing. The outsourcing industry got killed by its own product. industry got killed by its own product. industry got killed by its own product. >> Yep. And I think that last line, the >> Yep. And I think that last line, the >> Yep. And I think that last line, the outsourcing industry, because I I have a outsourcing industry, because I I have a outsourcing industry, because I I have a friend in Phoenix I was talking to this friend in Phoenix I was talking to this friend in Phoenix I was talking to this weekend who literally just got laid off weekend who literally just got laid off weekend who literally just got laid off from a call center because they from a call center because they from a call center because they restructured and did all that. In my restructured and did all that. In my restructured and did all that. In my head, I was like, "Oh, they just AIed head, I was like, "Oh, they just AIed head, I was like, "Oh, they just AIed everybody. They recorded the last six everybody. They recorded the last six everybody. They recorded the last six months of calls and they don't need you months of calls and they don't need you months of calls and they don't need you guys anymore." I didn't say that to him guys anymore." I didn't say that to him guys anymore." I didn't say that to him because he was in a bad like bad because he was in a bad like bad because he was in a bad like bad position. I pat him on the back. But it position. I pat him on the back. But it position. I pat him on the back. But it was one of those things where I'm was one of those things where I'm was one of those things where I'm starting to see the chips fall of like, starting to see the chips fall of like, starting to see the chips fall of like, "Okay, software is now getting eaten. "Okay, software is now getting eaten. "Okay, software is now getting eaten. and the telemarketers which was a whole and the telemarketers which was a whole and the telemarketers which was a whole sector the everybody hates the I call a sector the everybody hates the I call a sector the everybody hates the I call a 1800 company and somebody with an accent 1800 company and somebody with an accent 1800 company and somebody with an accent answers and now it's a robot voice and answers and now it's a robot voice and answers and now it's a robot voice and everybody's happy again and nobody can everybody's happy again and nobody can everybody's happy again and nobody can tell the difference. So again this is tell the difference. So again this is tell the difference. So again this is another tool another domino that's another tool another domino that's another tool another domino that's dropping and kind of the AI eating the dropping and kind of the AI eating the dropping and kind of the AI eating the world of it all. world of it all. world of it all. >> Yeah, I'm surprised that people are >> Yeah, I'm surprised that people are >> Yeah, I'm surprised that people are surprised like this is what technology surprised like this is what technology surprised like this is what technology does. Uh the first technology gives does. Uh the first technology gives does. Uh the first technology gives birth to the next and the next and the birth to the next and the next and the birth to the next and the next and the next so on and so forth and so Yep. And next so on and so forth and so Yep. And next so on and so forth and so Yep. And the big irony is going to be when AI and the big irony is going to be when AI and the big irony is going to be when AI and robotics is literally better than us at robotics is literally better than us at robotics is literally better than us at everything and we're going to be like, everything and we're going to be like, everything and we're going to be like, "Hold on a second. We just built the "Hold on a second. We just built the "Hold on a second. We just built the technology that made us like useless." technology that made us like useless." technology that made us like useless." Yeah, that is that is the path that Yeah, that is that is the path that Yeah, that is that is the path that you're on. So it becomes a question of you're on. So it becomes a question of you're on. So it becomes a question of but does your life get better? Because but does your life get better? Because but does your life get better? Because if your life gets better across a lot of if your life gets better across a lot of if your life gets better across a lot of dimensions, then it's like cool, this dimensions, then it's like cool, this dimensions, then it's like cool, this was a good thing. Now, if your life was a good thing. Now, if your life was a good thing. Now, if your life doesn't get better, uh, then you've got doesn't get better, uh, then you've got doesn't get better, uh, then you've got a problem. And I will certainly a problem. And I will certainly a problem. And I will certainly understand that there there will be understand that there there will be understand that there there will be people that push back against AI people that push back against AI people that push back against AI violently because they do not know how violently because they do not know how violently because they do not know how to adjust to the new world. to adjust to the new world. to adjust to the new world. >> Uh, and so I think this is going to be a >> Uh, and so I think this is going to be a >> Uh, and so I think this is going to be a very weird transition where people are very weird transition where people are very weird transition where people are going to I mean, they already do attack going to I mean, they already do attack going to I mean, they already do attack Whimos. I think that they're going to Whimos. I think that they're going to Whimos. I think that they're going to attack the first robots that they see attack the first robots that they see attack the first robots that they see just like wandering around the streets. just like wandering around the streets. just like wandering around the streets. Um, so yeah, there's going to be huge Um, so yeah, there's going to be huge Um, so yeah, there's going to be huge backlash against this stuff, but if you backlash against this stuff, but if you backlash against this stuff, but if you know how to use it, it's incredibly high know how to use it, it's incredibly high know how to use it, it's incredibly high utility. Now, if it takes over and kills utility. Now, if it takes over and kills utility. Now, if it takes over and kills us all, obviously you can the bots will us all, obviously you can the bots will us all, obviously you can the bots will play this clip back and laugh. Uh, but play this clip back and laugh. Uh, but play this clip back and laugh. Uh, but that is um I think far less likely than that is um I think far less likely than that is um I think far less likely than a high utility outcome. a high utility outcome. a high utility outcome. >> All right, I want to jump over to Meta >> All right, I want to jump over to Meta >> All right, I want to jump over to Meta for a second because they just announced for a second because they just announced for a second because they just announced they bought Maltbook, the AI agent uh they bought Maltbook, the AI agent uh they bought Maltbook, the AI agent uh social media network. social media network. social media network. >> And then on top of that, I don't have >> And then on top of that, I don't have >> And then on top of that, I don't have the link yet, G, but then on top of the link yet, G, but then on top of the link yet, G, but then on top of that, they just announced a reorg that that, they just announced a reorg that that, they just announced a reorg that will fundamentally restructure their will fundamentally restructure their will fundamentally restructure their institution. Now, after they brought in, institution. Now, after they brought in, institution. Now, after they brought in, they got rid of Yan Lukun. Shout out to they got rid of Yan Lukun. Shout out to they got rid of Yan Lukun. Shout out to Lan [ __ ] He just raised his own $1 Lan [ __ ] He just raised his own $1 Lan [ __ ] He just raised his own $1 billion seed fund for his new AI billion seed fund for his new AI billion seed fund for his new AI venture. venture. venture. >> That's wild for a seed round. That's >> That's wild for a seed round. That's >> That's wild for a seed round. That's crazy. crazy. crazy. >> That's awesome. So, shout out to him. >> That's awesome. So, shout out to him. >> That's awesome. So, shout out to him. And he's a European country. I think And he's a European country. I think And he's a European country. I think he's a one of the highest seed opening he's a one of the highest seed opening he's a one of the highest seed opening rounds for a European country like ever rounds for a European country like ever rounds for a European country like ever in history or something like that. in history or something like that. in history or something like that. >> They brought in 14 billion man, >> They brought in 14 billion man, >> They brought in 14 billion man, Alexander Wang. Everybody reme scale AI. Alexander Wang. Everybody reme scale AI. Alexander Wang. Everybody reme scale AI. He does data inf uh data indexing. He does data inf uh data indexing. He does data inf uh data indexing. >> However, now he's reorgan he's >> However, now he's reorgan he's >> However, now he's reorgan he's reorganizing the entire organization. reorganizing the entire organization. reorganizing the entire organization. >> Him being Zuckerberg. Zuckerberg um to >> Him being Zuckerberg. Zuckerberg um to >> Him being Zuckerberg. Zuckerberg um to be led by Mar Zaba, a longtime executive be led by Mar Zaba, a longtime executive be led by Mar Zaba, a longtime executive in the reality labs unit and will in the reality labs unit and will in the reality labs unit and will reportedly report directly to the CTO. reportedly report directly to the CTO. reportedly report directly to the CTO. According to the Wall Street Journal, According to the Wall Street Journal, According to the Wall Street Journal, the group will adopt a very flat the group will adopt a very flat the group will adopt a very flat structure with up to 50 individual structure with up to 50 individual structure with up to 50 individual contributors for every manager. This contributors for every manager. This contributors for every manager. This whole thing is to reduce um the speed of whole thing is to reduce um the speed of whole thing is to reduce um the speed of decision-m and reduce bureaucracy. But decision-m and reduce bureaucracy. But decision-m and reduce bureaucracy. But all of this is focused on their aims for all of this is focused on their aims for all of this is focused on their aims for the AGI super intelligence race. I think the AGI super intelligence race. I think the AGI super intelligence race. I think Wang's organization was supposed to Wang's organization was supposed to Wang's organization was supposed to scale Llama. Llama is not even being scale Llama. Llama is not even being scale Llama. Llama is not even being mentioned as the top model. I think you mentioned as the top model. I think you mentioned as the top model. I think you still have Claw, Gemini, still have Claw, Gemini, still have Claw, Gemini, >> Chat, GPT kind of leaprogging each other >> Chat, GPT kind of leaprogging each other >> Chat, GPT kind of leaprogging each other where Llama I don't even think has been where Llama I don't even think has been where Llama I don't even think has been a top five. a top five. a top five. >> Yeah, but Llama is being used by some >> Yeah, but Llama is being used by some >> Yeah, but Llama is being used by some players that you might not realize are players that you might not realize are players that you might not realize are using Llama because they rebrand it as using Llama because they rebrand it as using Llama because they rebrand it as their own thing, but they're actually on their own thing, but they're actually on their own thing, but they're actually on the back of Llama. So, it's it isn't in the back of Llama. So, it's it isn't in the back of Llama. So, it's it isn't in the conversation as much anymore. I will the conversation as much anymore. I will the conversation as much anymore. I will certainly grant you that. But, I was certainly grant you that. But, I was certainly grant you that. But, I was surprised every now and then I would surprised every now and then I would surprised every now and then I would bump into like, hey, asking Claude like bump into like, hey, asking Claude like bump into like, hey, asking Claude like what what uh LLM is this one running? what what uh LLM is this one running? what what uh LLM is this one running? and it' be like, "Oh, that's uh on a 70 and it' be like, "Oh, that's uh on a 70 and it' be like, "Oh, that's uh on a 70 billion parameter llama model." And I billion parameter llama model." And I billion parameter llama model." And I was like, "Oh, okay. Snap." was like, "Oh, okay. Snap." was like, "Oh, okay. Snap." >> Got you. So, the new structure of the >> Got you. So, the new structure of the >> Got you. So, the new structure of the team will be the research lab led by team will be the research lab led by team will be the research lab led by Wang. So, he's going to be managing the Wang. So, he's going to be managing the Wang. So, he's going to be managing the labs and the data. And then the applied labs and the data. And then the applied labs and the data. And then the applied engineering organization led by Saba. engineering organization led by Saba. engineering organization led by Saba. And that's the one that is going to be And that's the one that is going to be And that's the one that is going to be the race for super intelligence. So, I the race for super intelligence. So, I the race for super intelligence. So, I say all this to say that Zuckerberg, I say all this to say that Zuckerberg, I say all this to say that Zuckerberg, I guess, was playing the LLM game. It guess, was playing the LLM game. It guess, was playing the LLM game. It doesn't really like his results. So just doesn't really like his results. So just doesn't really like his results. So just like he pivoted from the metaverse, he's like he pivoted from the metaverse, he's like he pivoted from the metaverse, he's now kind of reorganizing his now kind of reorganizing his now kind of reorganizing his organization to make the focus on organization to make the focus on organization to make the focus on keeping the miles running, but also an keeping the miles running, but also an keeping the miles running, but also an implied engineering firm to chase super implied engineering firm to chase super implied engineering firm to chase super intelligence. intelligence. intelligence. >> It seems like that's their big focus >> It seems like that's their big focus >> It seems like that's their big focus now. now. now. >> We were supposed to get super >> We were supposed to get super >> We were supposed to get super intelligence. What's Elon say? End of intelligence. What's Elon say? End of intelligence. What's Elon say? End of 2027. 2027. 2027. >> So maybe Z focus on it. What do you >> So maybe Z focus on it. What do you >> So maybe Z focus on it. What do you think? think? think? >> He's definitely [snorts] not the first >> He's definitely [snorts] not the first >> He's definitely [snorts] not the first one to focus on it. I would say of the one to focus on it. I would say of the one to focus on it. I would say of the big boys, he's in last place. Uh so big boys, he's in last place. Uh so big boys, he's in last place. Uh so we'll see about that. I think his we'll see about that. I think his we'll see about that. I think his original play was just because I've original play was just because I've original play was just because I've really tried to nail down like what is really tried to nail down like what is really tried to nail down like what is his thinking with Llama? Like how is he his thinking with Llama? Like how is he his thinking with Llama? Like how is he advantaged by this? Now they've got some advantaged by this? Now they've got some advantaged by this? Now they've got some caveats where if you're a big enough caveats where if you're a big enough caveats where if you're a big enough company then they do get a piece of the company then they do get a piece of the company then they do get a piece of the sales but for the most part people will sales but for the most part people will sales but for the most part people will be able to use it for free. So then I be able to use it for free. So then I be able to use it for free. So then I was like okay but what hardware is he was like okay but what hardware is he was like okay but what hardware is he trying to make sure that everybody's trying to make sure that everybody's trying to make sure that everybody's using his version so they'll use his using his version so they'll use his using his version so they'll use his hardware and I'm like the Oculus. So, hardware and I'm like the Oculus. So, hardware and I'm like the Oculus. So, I'm not entirely sure what his whole I'm not entirely sure what his whole I'm not entirely sure what his whole business model is with why he's trying business model is with why he's trying business model is with why he's trying to make this open source, but I don't to make this open source, but I don't to make this open source, but I don't know. We'll see. I haven't spent a lot know. We'll see. I haven't spent a lot know. We'll see. I haven't spent a lot of time looking into it, but I'll be of time looking into it, but I'll be of time looking into it, but I'll be curious to see if the real story here is curious to see if the real story here is curious to see if the real story here is the way that Zuckerberg historically has the way that Zuckerberg historically has the way that Zuckerberg historically has done this stuff is he'll go buy up this done this stuff is he'll go buy up this done this stuff is he'll go buy up this company trying to get partly the company trying to get partly the company trying to get partly the product, but also the management. product, but also the management. product, but also the management. >> He then learns everything he needs, gets >> He then learns everything he needs, gets >> He then learns everything he needs, gets them to set the direction for the them to set the direction for the them to set the direction for the department, and then he basically pushes department, and then he basically pushes department, and then he basically pushes them out. And there's a bunch of people them out. And there's a bunch of people them out. And there's a bunch of people including um oh god the guy that did the including um oh god the guy that did the including um oh god the guy that did the Oculus whose name I'm blanking on now. Oculus whose name I'm blanking on now. Oculus whose name I'm blanking on now. Thank you. Palmer Lucky uh where they Thank you. Palmer Lucky uh where they Thank you. Palmer Lucky uh where they end up icing them out so that Zuckerberg end up icing them out so that Zuckerberg end up icing them out so that Zuckerberg can maintain control of the company and can maintain control of the company and can maintain control of the company and he's got the people that are super loyal he's got the people that are super loyal he's got the people that are super loyal to him. And that's why it's like oh this to him. And that's why it's like oh this to him. And that's why it's like oh this division is going to be run by the division is going to be run by the division is going to be run by the longtime guy that's been doing this longtime guy that's been doing this longtime guy that's been doing this division. Uh it's somebody that he knows division. Uh it's somebody that he knows division. Uh it's somebody that he knows he can play well with that isn't going he can play well with that isn't going he can play well with that isn't going to fight him for control because a lot to fight him for control because a lot to fight him for control because a lot of times these guys get couped from the of times these guys get couped from the of times these guys get couped from the inside. somebody else is gunning for inside. somebody else is gunning for inside. somebody else is gunning for that CEO spot. And even though they that CEO spot. And even though they that CEO spot. And even though they can't outvote him because he owns like can't outvote him because he owns like can't outvote him because he owns like forever. >> Okay, I think we are back. Sorry about >> Okay, I think we are back. Sorry about that, boys and girls. All right, that, boys and girls. All right, that, boys and girls. All right, AI got us. AI or MSAD. We're not sure AI got us. AI or MSAD. We're not sure AI got us. AI or MSAD. We're not sure which, but uh one of us said something which, but uh one of us said something which, but uh one of us said something that we shouldn't have said, and so they that we shouldn't have said, and so they that we shouldn't have said, and so they came and got us. They came and got us. came and got us. They came and got us. came and got us. They came and got us. We saw they've been swatted, hit by a We saw they've been swatted, hit by a We saw they've been swatted, hit by a drone. MSAD got them. AI got them. Oh, drone. MSAD got them. AI got them. Oh, drone. MSAD got them. AI got them. Oh, Mason. Poor Mason's now caught up in Mason. Poor Mason's now caught up in Mason. Poor Mason's now caught up in this. Mason got us. So, all right. Here this. Mason got us. So, all right. Here this. Mason got us. So, all right. Here we are. Here we are everybody. Sorry we are. Here we are everybody. Sorry we are. Here we are everybody. Sorry about that. Technical difficulties, but about that. Technical difficulties, but about that. Technical difficulties, but uh we are back. uh we are back. uh we are back. >> We were talking about AI's progression >> We were talking about AI's progression >> We were talking about AI's progression and if AI never did another inch of and if AI never did another inch of and if AI never did another inch of progression, what would happen to the progression, what would happen to the progression, what would happen to the world? It's enough to radically change world? It's enough to radically change world? It's enough to radically change the world of atoms that uh I forgot who the world of atoms that uh I forgot who the world of atoms that uh I forgot who said that famously Mark Andre or said that famously Mark Andre or said that famously Mark Andre or somebody that yeah or Peter the somebody that yeah or Peter the somebody that yeah or Peter the >> technically I think it's electrons but >> technically I think it's electrons but >> technically I think it's electrons but yeah yeah yeah >> or electrons yeah >> or electrons yeah >> or electrons yeah >> because you're moving things physical >> because you're moving things physical >> because you're moving things physical things around uh yes that's the part things around uh yes that's the part things around uh yes that's the part that I don't think people understand that I don't think people understand that I don't think people understand like they act like oh AI is really no like they act like oh AI is really no like they act like oh AI is really no big deal it's going to hit a ceiling and big deal it's going to hit a ceiling and big deal it's going to hit a ceiling and I'm just like hold on a second if you I'm just like hold on a second if you I'm just like hold on a second if you just deploy what already exists this is just deploy what already exists this is just deploy what already exists this is going to echo through everything take going to echo through everything take going to echo through everything take the commerce discussion that we were the commerce discussion that we were the commerce discussion that we were having having having >> when you look at the way that that >> when you look at the way that that >> when you look at the way that that structure is going to change when you structure is going to change when you structure is going to change when you look at how somebody's just going to be look at how somebody's just going to be look at how somebody's just going to be in a chat and be like, "Buy me one of in a chat and be like, "Buy me one of in a chat and be like, "Buy me one of these things." Now, imagine that these things." Now, imagine that these things." Now, imagine that everybody in the world is going to have everybody in the world is going to have everybody in the world is going to have to figure out how do you make sure that to figure out how do you make sure that to figure out how do you make sure that the AI recommends you. That is already the AI recommends you. That is already the AI recommends you. That is already going to shift power away from search going to shift power away from search going to shift power away from search engines into AI. The fact that think engines into AI. The fact that think engines into AI. The fact that think about how much social media impacted about how much social media impacted about how much social media impacted kids growing up, that's going to be a kids growing up, that's going to be a kids growing up, that's going to be a big deal. When I think about the jobs big deal. When I think about the jobs big deal. When I think about the jobs market, oh my god, like the jobs market market, oh my god, like the jobs market market, oh my god, like the jobs market is going to just continue to be this is going to just continue to be this is going to just continue to be this completely restructuring blob. And by completely restructuring blob. And by completely restructuring blob. And by the way, five of the last nine months the way, five of the last nine months the way, five of the last nine months have been down months in the jobs have been down months in the jobs have been down months in the jobs market. Now, I think that's both AI and market. Now, I think that's both AI and market. Now, I think that's both AI and um just you've been in a stealth um just you've been in a stealth um just you've been in a stealth recession for a year and they've tried recession for a year and they've tried recession for a year and they've tried to move the numbers around as much as to move the numbers around as much as to move the numbers around as much as they could only to finally run out of they could only to finally run out of they could only to finally run out of ways to like reslice the numbers or just ways to like reslice the numbers or just ways to like reslice the numbers or just straight lie. But they did another straight lie. But they did another straight lie. But they did another revision down. So it's absolute insanity revision down. So it's absolute insanity revision down. So it's absolute insanity that I think is going to continue at that I think is going to continue at that I think is going to continue at pace just what AI allows you to do. You pace just what AI allows you to do. You pace just what AI allows you to do. You can be far more efficient with less. Um can be far more efficient with less. Um can be far more efficient with less. Um and especially in the realm of coding. and especially in the realm of coding. and especially in the realm of coding. It's crazy. And then I don't think It's crazy. And then I don't think It's crazy. And then I don't think people expected white collar workers to people expected white collar workers to people expected white collar workers to be the ones that were going to get just be the ones that were going to get just be the ones that were going to get just absolutely hammered uh by all of this. absolutely hammered uh by all of this. absolutely hammered uh by all of this. So that's going to cause shakeups in the So that's going to cause shakeups in the So that's going to cause shakeups in the way that people structure companies. In way that people structure companies. In way that people structure companies. In fact, I mean I don't think I've even fact, I mean I don't think I've even fact, I mean I don't think I've even talked about this. So now I teach talked about this. So now I teach talked about this. So now I teach entrepreneurs, which by the way, if entrepreneurs, which by the way, if entrepreneurs, which by the way, if you've ever thought about starting a you've ever thought about starting a you've ever thought about starting a company, join zero to founder. I teach company, join zero to founder. I teach company, join zero to founder. I teach people how to do this. But one of the people how to do this. But one of the people how to do this. But one of the things that I'm talking about and have things that I'm talking about and have things that I'm talking about and have been now for probably eight months is I been now for probably eight months is I been now for probably eight months is I completely changed the way that I completely changed the way that I completely changed the way that I explain how to structure a company. And explain how to structure a company. And explain how to structure a company. And so this is one of those things that just so this is one of those things that just so this is one of those things that just I saw that I myself was changing the way I saw that I myself was changing the way I saw that I myself was changing the way that I structure impact theory. And it that I structure impact theory. And it that I structure impact theory. And it took a while for me to really formalize took a while for me to really formalize took a while for me to really formalize why I was doing what I was doing. And why I was doing what I was doing. And why I was doing what I was doing. And basically to understand it in an basically to understand it in an basically to understand it in an oversimplified nutshell. The age of oversimplified nutshell. The age of oversimplified nutshell. The age of managers is over. Now people are so able managers is over. Now people are so able managers is over. Now people are so able to do so much with AI that you basically to do so much with AI that you basically to do so much with AI that you basically want people who primarily do. They may want people who primarily do. They may want people who primarily do. They may have a few people under them that they have a few people under them that they have a few people under them that they manage, but managing is maybe 10 or 20% manage, but managing is maybe 10 or 20% manage, but managing is maybe 10 or 20% of what they do. The rest of the time of what they do. The rest of the time of what they do. The rest of the time they're just doing the thing. And so um they're just doing the thing. And so um they're just doing the thing. And so um I the way that I reduced the staffing at I the way that I reduced the staffing at I the way that I reduced the staffing at the company was to move away from a the company was to move away from a the company was to move away from a management layer and go entirely into management layer and go entirely into management layer and go entirely into people actually do a thing. There's people actually do a thing. There's people actually do a thing. There's obviously a lot of collaboration. There obviously a lot of collaboration. There obviously a lot of collaboration. There might even be a slight reporting might even be a slight reporting might even be a slight reporting structure, but for the most part it's structure, but for the most part it's structure, but for the most part it's like people that are doing the thing like people that are doing the thing like people that are doing the thing rather than people that are overseeing rather than people that are overseeing rather than people that are overseeing the people doing the thing. That is the people doing the thing. That is the people doing the thing. That is going to continue to echo out even if AI going to continue to echo out even if AI going to continue to echo out even if AI never gets better. And that alone is never gets better. And that alone is never gets better. And that alone is going to take three or four years to going to take three or four years to going to take three or four years to work its way through the entire um work its way through the entire um work its way through the entire um global like labor force. So, and that global like labor force. So, and that global like labor force. So, and that shift, if that's all AI ever did, it shift, if that's all AI ever did, it shift, if that's all AI ever did, it would still be one of the biggest would still be one of the biggest would still be one of the biggest changes since the industrial revolution. changes since the industrial revolution. changes since the industrial revolution. >> Yeah. And a lot of people are still even >> Yeah. And a lot of people are still even >> Yeah. And a lot of people are still even waiting for it to catch up. So, we shall waiting for it to catch up. So, we shall waiting for it to catch up. So, we shall see. I want to jump over to domestic see. I want to jump over to domestic see. I want to jump over to domestic news now and especially in economics. news now and especially in economics. news now and especially in economics. There was a new report from Federal There was a new report from Federal There was a new report from Federal Reserve data from January 2026 and it Reserve data from January 2026 and it Reserve data from January 2026 and it shows that 55% and older hold 73.7% of shows that 55% and older hold 73.7% of shows that 55% and older hold 73.7% of US wealth driven by real estate gain US wealth driven by real estate gain US wealth driven by real estate gain stock growth in their large cohort size. stock growth in their large cohort size. stock growth in their large cohort size. They also account for 45.3% of consumer They also account for 45.3% of consumer They also account for 45.3% of consumer spending, the highest in nearly 30 spending, the highest in nearly 30 spending, the highest in nearly 30 years. Discussions highlight years. Discussions highlight years. Discussions highlight generational tensions over housing and generational tensions over housing and generational tensions over housing and opportunity with economics economists opportunity with economics economists opportunity with economics economists noting typical life cycle patterns in in noting typical life cycle patterns in in noting typical life cycle patterns in in a coming 124 trillion wealth transfer to a coming 124 trillion wealth transfer to a coming 124 trillion wealth transfer to millennials and Gen Z by 2048. Damn. millennials and Gen Z by 2048. Damn. millennials and Gen Z by 2048. Damn. Yeah. So, the economy continues to be Yeah. So, the economy continues to be Yeah. So, the economy continues to be [ __ ] That's the punchline here. You [ __ ] That's the punchline here. You [ __ ] That's the punchline here. You have a K-shaped economy, boys and girls. have a K-shaped economy, boys and girls. have a K-shaped economy, boys and girls. I hope you're enjoying it. And the bad I hope you're enjoying it. And the bad I hope you're enjoying it. And the bad news is all the things that you're doing news is all the things that you're doing news is all the things that you're doing to address it are wrong and they won't to address it are wrong and they won't to address it are wrong and they won't work. And so, we are right now on a work. And so, we are right now on a work. And so, we are right now on a crash course with people figuring out crash course with people figuring out crash course with people figuring out that socialism does not work. It does that socialism does not work. It does that socialism does not work. It does not solve the problems that you wanted not solve the problems that you wanted not solve the problems that you wanted to solve. And we're going to have to to solve. And we're going to have to to solve. And we're going to have to rediscover through endless pain and rediscover through endless pain and rediscover through endless pain and suffering that the only way to climb suffering that the only way to climb suffering that the only way to climb back out of this hole is through fiscal back out of this hole is through fiscal back out of this hole is through fiscal discipline, discipline, discipline, some approximation of sound money. You some approximation of sound money. You some approximation of sound money. You don't have to get rid of the Fed, though don't have to get rid of the Fed, though don't have to get rid of the Fed, though I would like you to, but you do have to I would like you to, but you do have to I would like you to, but you do have to have pre970s have pre970s have pre970s fiscal discipline. There's just no two fiscal discipline. There's just no two fiscal discipline. There's just no two ways about it. Uh so ways about it. Uh so ways about it. Uh so yeah, if you want to know how you yeah, if you want to know how you yeah, if you want to know how you survive as an individual, which is where survive as an individual, which is where survive as an individual, which is where I have all the hope in the world, there I have all the hope in the world, there I have all the hope in the world, there you've got an opportunity to win, it you've got an opportunity to win, it you've got an opportunity to win, it becomes all about becomes all about becomes all about one very simple idea. one very simple idea. one very simple idea. Everything in your life is a reflection Everything in your life is a reflection Everything in your life is a reflection of your choices. And if you can accept, of your choices. And if you can accept, of your choices. And if you can accept, and I get that this is a very bitter and I get that this is a very bitter and I get that this is a very bitter pill to swallow, that your life is a pill to swallow, that your life is a pill to swallow, that your life is a reflection of your choices. And if you reflection of your choices. And if you reflection of your choices. And if you want a different outcome, you need to want a different outcome, you need to want a different outcome, you need to make different choices. uh buckle down, make different choices. uh buckle down, make different choices. uh buckle down, develop your skill set, understand the develop your skill set, understand the develop your skill set, understand the skills have utility. If you do that, no skills have utility. If you do that, no skills have utility. If you do that, no matter how a government tries to oppress matter how a government tries to oppress matter how a government tries to oppress you, I mean, barring like real uh you you, I mean, barring like real uh you you, I mean, barring like real uh you know, authoritarian uh suppression that know, authoritarian uh suppression that know, authoritarian uh suppression that you can do essentially whatever you set you can do essentially whatever you set you can do essentially whatever you set your mind to. We're all going to be your mind to. We're all going to be your mind to. We're all going to be limited ultimately by our intelligence, limited ultimately by our intelligence, limited ultimately by our intelligence, so we're all going to have an upside. so we're all going to have an upside. so we're all going to have an upside. But if you think about um you can 100x But if you think about um you can 100x But if you think about um you can 100x whatever your abilities are and think whatever your abilities are and think whatever your abilities are and think about how dramatically different your about how dramatically different your about how dramatically different your life would be if you picked one, two or life would be if you picked one, two or life would be if you picked one, two or three, it's probably not going to be three, it's probably not going to be three, it's probably not going to be more than that. Key skills that matter more than that. Key skills that matter more than that. Key skills that matter and you got a hundred times better at and you got a hundred times better at and you got a hundred times better at them. It's crazy the outcomes. So them. It's crazy the outcomes. So them. It's crazy the outcomes. So getting people to focus on that, getting getting people to focus on that, getting getting people to focus on that, getting people to realize nobody's coming to people to realize nobody's coming to people to realize nobody's coming to save you, that the economic choices that save you, that the economic choices that save you, that the economic choices that young people are making are tried and young people are making are tried and young people are making are tried and true suicidal. So, it's just they're not true suicidal. So, it's just they're not true suicidal. So, it's just they're not going to be the thing that pulls you out going to be the thing that pulls you out going to be the thing that pulls you out of this. But at the individual level, of this. But at the individual level, of this. But at the individual level, you can protect yourself. So, um I would you can protect yourself. So, um I would you can protect yourself. So, um I would focus there. I'm happy to talk endlessly focus there. I'm happy to talk endlessly focus there. I'm happy to talk endlessly about that, but that really is the about that, but that really is the about that, but that really is the punchline. There was a tweet under this punchline. There was a tweet under this punchline. There was a tweet under this post that said, "A friend's boomer post that said, "A friend's boomer post that said, "A friend's boomer parents bought their home for 67,000 in parents bought their home for 67,000 in parents bought their home for 67,000 in 1993. Today, it's worth 1.2 million, and 1993. Today, it's worth 1.2 million, and 1993. Today, it's worth 1.2 million, and he's their only son. So, he thought he'd he's their only son. So, he thought he'd he's their only son. So, he thought he'd be a millionaire when they die, but they be a millionaire when they die, but they be a millionaire when they die, but they just sold the house last week to enjoy just sold the house last week to enjoy just sold the house last week to enjoy their retirement." Dead. Yeah, that's um their retirement." Dead. Yeah, that's um their retirement." Dead. Yeah, that's um >> that's a rug pull if I seen one. >> that's a rug pull if I seen one. >> that's a rug pull if I seen one. >> So, here's the thing. This this is one >> So, here's the thing. This this is one >> So, here's the thing. This this is one of the more distressing things about the of the more distressing things about the of the more distressing things about the way that society has changed is that way that society has changed is that way that society has changed is that parents no longer feel a massive parents no longer feel a massive parents no longer feel a massive obligation to their kids. Historically, obligation to their kids. Historically, obligation to their kids. Historically, it was like you were saving your money it was like you were saving your money it was like you were saving your money partly so that you could give it to your partly so that you could give it to your partly so that you could give it to your kids. you had kids knowing, I'm now a kids. you had kids knowing, I'm now a kids. you had kids knowing, I'm now a grandparent and I'm going to babysit for grandparent and I'm going to babysit for grandparent and I'm going to babysit for my kids who are going to live near me my kids who are going to live near me my kids who are going to live near me and my grandkids are going to be around and my grandkids are going to be around and my grandkids are going to be around me and we're going to be there to help me and we're going to be there to help me and we're going to be there to help them out in the same way that our them out in the same way that our them out in the same way that our parents were here to help us out. Uh, parents were here to help us out. Uh, parents were here to help us out. Uh, and that contract has started to fall and that contract has started to fall and that contract has started to fall apart somewhere and certainly from apart somewhere and certainly from apart somewhere and certainly from boomers to my generation, Gen X, it fell boomers to my generation, Gen X, it fell boomers to my generation, Gen X, it fell apart. And then data suggests that it apart. And then data suggests that it apart. And then data suggests that it has fall like everybody rounds it to has fall like everybody rounds it to has fall like everybody rounds it to boomers. A lot of the parents that are boomers. A lot of the parents that are boomers. A lot of the parents that are being rounded to boomers are actually being rounded to boomers are actually being rounded to boomers are actually not boomers. They're my generation, Gen not boomers. They're my generation, Gen not boomers. They're my generation, Gen X. Um, so it's that is tough. Now, I'm X. Um, so it's that is tough. Now, I'm X. Um, so it's that is tough. Now, I'm not going to cast dispersions as I just not going to cast dispersions as I just not going to cast dispersions as I just don't have kids. Um, part of it was that don't have kids. Um, part of it was that don't have kids. Um, part of it was that I knew there were things that I wanted I knew there were things that I wanted I knew there were things that I wanted to do in my own life that I wouldn't be to do in my own life that I wouldn't be to do in my own life that I wouldn't be able to do if I was essentially turning able to do if I was essentially turning able to do if I was essentially turning everything over to uh the next everything over to uh the next everything over to uh the next generation. So, I get how we end up generation. So, I get how we end up generation. So, I get how we end up here. It's just not ideal in terms of here. It's just not ideal in terms of here. It's just not ideal in terms of helping that next generation start. When helping that next generation start. When helping that next generation start. When I think about my mom who literally just I think about my mom who literally just I think about my mom who literally just gave everything to make sure that I gave everything to make sure that I gave everything to make sure that I survived my childhood, uh, man, survived my childhood, uh, man, survived my childhood, uh, man, incredible, incredible gift and it is incredible, incredible gift and it is incredible, incredible gift and it is deeply traumatizing uh that not deeply traumatizing uh that not deeply traumatizing uh that not everybody got parents that really wanted everybody got parents that really wanted everybody got parents that really wanted to make sure that they had a leg up. to make sure that they had a leg up. to make sure that they had a leg up. Man, it's tough. This is why I can't Man, it's tough. This is why I can't Man, it's tough. This is why I can't remember if we ever talked about this. remember if we ever talked about this. remember if we ever talked about this. You said something to me the other day You said something to me the other day You said something to me the other day and I'm like, "Yo, I'm actually stopping and I'm like, "Yo, I'm actually stopping and I'm like, "Yo, I'm actually stopping myself from crying right now." And myself from crying right now." And myself from crying right now." And you're like, "You okay?" Uh, not to put you're like, "You okay?" Uh, not to put you're like, "You okay?" Uh, not to put you on blast, but I think Drew goes way you on blast, but I think Drew goes way you on blast, but I think Drew goes way out of his way to be a good parent, and out of his way to be a good parent, and out of his way to be a good parent, and I find it just incredibly beautiful and I find it just incredibly beautiful and I find it just incredibly beautiful and awesome. Uh, and so seeing somebody who awesome. Uh, and so seeing somebody who awesome. Uh, and so seeing somebody who invests in his kids like that hard is invests in his kids like that hard is invests in his kids like that hard is rad. And so celebrating that kind of rad. And so celebrating that kind of rad. And so celebrating that kind of thing is dope. Uh, so anyway, [cheering] thing is dope. Uh, so anyway, [cheering] thing is dope. Uh, so anyway, [cheering] just yes, [applause] just yes, [applause] just yes, [applause] never a round of applause more uh never a round of applause more uh never a round of applause more uh justified. So shout out to all the justified. So shout out to all the justified. So shout out to all the parents out there that are like, "Hey, parents out there that are like, "Hey, parents out there that are like, "Hey, listen. Uh, I got to pass this on to the listen. Uh, I got to pass this on to the listen. Uh, I got to pass this on to the next generation." So, next generation." So, next generation." So, >> um, but >> um, but >> um, but >> you you I was going to say you queued up >> you you I was going to say you queued up >> you you I was going to say you queued up my next one, uh, previously because the my next one, uh, previously because the my next one, uh, previously because the Washington House just announced their Washington House just announced their Washington House just announced their 9.9% millionaire tax. This was from the 9.9% millionaire tax. This was from the 9.9% millionaire tax. This was from the same think tank that spawned the same think tank that spawned the same think tank that spawned the California tax, but Washington be way California tax, but Washington be way California tax, but Washington be way may way more progressive. They just went may way more progressive. They just went may way more progressive. They just went zero to 100 with it. So, the 9.9% tax on zero to 100 with it. So, the 9.9% tax on zero to 100 with it. So, the 9.9% tax on household incomes over $1 million will household incomes over $1 million will household incomes over $1 million will start in 2028. It's expected to impact start in 2028. It's expected to impact start in 2028. It's expected to impact about 30,000 households and raise about 30,000 households and raise about 30,000 households and raise billions for low-income family credits, billions for low-income family credits, billions for low-income family credits, free school meals, education, and free school meals, education, and free school meals, education, and healthcare. Democrats celebrated the healthcare. Democrats celebrated the healthcare. Democrats celebrated the 5146 vote as pro progress for fairness 5146 vote as pro progress for fairness 5146 vote as pro progress for fairness with Governor Bob Ferguson ready to sign with Governor Bob Ferguson ready to sign with Governor Bob Ferguson ready to sign it. Republicans warned of wealthy it. Republicans warned of wealthy it. Republicans warned of wealthy residents leaving, pointing to the residents leaving, pointing to the residents leaving, pointing to the Schultz timely relocation after 44 years Schultz timely relocation after 44 years Schultz timely relocation after 44 years in Seattle. They'll be cited family in Seattle. They'll be cited family in Seattle. They'll be cited family reasons like Florida Sunshine. And reasons like Florida Sunshine. And reasons like Florida Sunshine. And Schultz is the dude who started uh Schultz is the dude who started uh Schultz is the dude who started uh Starbucks. Starbucks. Starbucks. >> Yeah, this is the dumbest economic move >> Yeah, this is the dumbest economic move >> Yeah, this is the dumbest economic move of all time, but you're going to see of all time, but you're going to see of all time, but you're going to see more and more of this. I I simply cannot more and more of this. I I simply cannot more and more of this. I I simply cannot grasp people's lack of understanding of grasp people's lack of understanding of grasp people's lack of understanding of how incentives work. So the second you how incentives work. So the second you how incentives work. So the second you try to tax all of the millionaires, try to tax all of the millionaires, try to tax all of the millionaires, anybody the the most mobile class by the anybody the the most mobile class by the anybody the the most mobile class by the way, uh they're going to leave and they way, uh they're going to leave and they way, uh they're going to leave and they won't all leave and that will create won't all leave and that will create won't all leave and that will create this illusion of we've really gotten this illusion of we've really gotten this illusion of we've really gotten somewhere. But the reality is that somewhere. But the reality is that somewhere. But the reality is that people are going to go where they can be people are going to go where they can be people are going to go where they can be capital efficient and people making that capital efficient and people making that capital efficient and people making that kind of money certainly understand kind of money certainly understand kind of money certainly understand capital efficiency. And this is how capital efficiency. And this is how capital efficiency. And this is how states win against each other is states states win against each other is states states win against each other is states like Florida are going to recruit people like Florida are going to recruit people like Florida are going to recruit people by going the exact opposite direction. by going the exact opposite direction. by going the exact opposite direction. And I will let you guess where people And I will let you guess where people And I will let you guess where people that are making money and are highly that are making money and are highly that are making money and are highly mobile want to go. Do they want to go mobile want to go. Do they want to go mobile want to go. Do they want to go where they're going to be taxed to death where they're going to be taxed to death where they're going to be taxed to death or do they want to go somewhere that is or do they want to go somewhere that is or do they want to go somewhere that is trying to reduce the tax burden on them? trying to reduce the tax burden on them? trying to reduce the tax burden on them? Obviously, history and common sense Obviously, history and common sense Obviously, history and common sense tells you that they are going to go tells you that they are going to go tells you that they are going to go where the tax burden is lighter. And so where the tax burden is lighter. And so where the tax burden is lighter. And so the laugher curve comes and slaps people the laugher curve comes and slaps people the laugher curve comes and slaps people in the mouth once again showing people in the mouth once again showing people in the mouth once again showing people you can try to raise taxes as much as you can try to raise taxes as much as you can try to raise taxes as much as you want, you want, you want, but you hit a limit. there is a sweet but you hit a limit. there is a sweet but you hit a limit. there is a sweet spot where people feel like, you know, spot where people feel like, you know, spot where people feel like, you know, my taxes are going to something good. my taxes are going to something good. my taxes are going to something good. I'm cool. I'm okay paying that. And then I'm cool. I'm okay paying that. And then I'm cool. I'm okay paying that. And then you push beyond that and they stop you push beyond that and they stop you push beyond that and they stop paying. And they either stop producing paying. And they either stop producing paying. And they either stop producing or they leave. And that the fact that or they leave. And that the fact that or they leave. And that the fact that that repeats over and over and over and that repeats over and over and over and that repeats over and over and over and over and over and over and over and over over and over and over and over and over over and over and over and over and over and over and over and over and over and and over and over and over and over and and over and over and over and over and over and over and over and over and over over and over and over and over and over over and over and over and over and over and over and over and over and over and and over and over and over and over and and over and over and over and over and over and over in history and people over and over in history and people over and over in history and people still don't get the [ __ ] lesson. Man, still don't get the [ __ ] lesson. Man, still don't get the [ __ ] lesson. Man, it really makes me sad uh that people do it really makes me sad uh that people do it really makes me sad uh that people do this kind of [ __ ] Let Washington I grew this kind of [ __ ] Let Washington I grew this kind of [ __ ] Let Washington I grew up in your beautiful state. You are an up in your beautiful state. You are an up in your beautiful state. You are an extraordinary place on this planet extraordinary place on this planet extraordinary place on this planet earth. I was as I read this I had a earth. I was as I read this I had a earth. I was as I read this I had a little bit of mourning for what a little bit of mourning for what a little bit of mourning for what a glorious place the Pacific Northwest is. glorious place the Pacific Northwest is. glorious place the Pacific Northwest is. It is truly uh it's one of the most It is truly uh it's one of the most It is truly uh it's one of the most beautiful places on planet earth and I beautiful places on planet earth and I beautiful places on planet earth and I have traveled all over. Here's what you have traveled all over. Here's what you have traveled all over. Here's what you should do. Start by balancing your should do. Start by balancing your should do. Start by balancing your budget. You can have anything you want. budget. You can have anything you want. budget. You can have anything you want. You can offer free health care. You can You can offer free health care. You can You can offer free health care. You can offer free child care. You've got so offer free child care. You've got so offer free child care. You've got so much money in that glorious state of much money in that glorious state of much money in that glorious state of yours. But you can't have everything you yours. But you can't have everything you yours. But you can't have everything you want. Not everything can be free. But want. Not everything can be free. But want. Not everything can be free. But the fact that some things can be free, I the fact that some things can be free, I the fact that some things can be free, I hope gives you the impetus to say what hope gives you the impetus to say what hope gives you the impetus to say what we need to do is be disciplined and we need to do is be disciplined and we need to do is be disciplined and decide what the things are that are decide what the things are that are decide what the things are that are really important to us, but always under really important to us, but always under really important to us, but always under the umbrella of a balanced budget. Once the umbrella of a balanced budget. Once the umbrella of a balanced budget. Once you do that, you will find that people you do that, you will find that people you do that, you will find that people will feel much better about coming there will feel much better about coming there will feel much better about coming there and paying taxes because if you choose and paying taxes because if you choose and paying taxes because if you choose wisely, the things that people really wisely, the things that people really wisely, the things that people really want to see more of will become cheaper want to see more of will become cheaper want to see more of will become cheaper because the government is helping with because the government is helping with because the government is helping with that and people go, I feel good about my that and people go, I feel good about my that and people go, I feel good about my tax dollars going to that. And then tax dollars going to that. And then tax dollars going to that. And then hopefully you'll be able to attract the hopefully you'll be able to attract the hopefully you'll be able to attract the most entrepreneurial people on planet most entrepreneurial people on planet most entrepreneurial people on planet Earth like you did about 35 years ago to Earth like you did about 35 years ago to Earth like you did about 35 years ago to get people from the tech industry to get people from the tech industry to get people from the tech industry to flood there and make it the kind of flood there and make it the kind of flood there and make it the kind of place that had 30,000 millionaires that place that had 30,000 millionaires that place that had 30,000 millionaires that you could tax. And now you're going to you could tax. And now you're going to you could tax. And now you're going to see that corporations are going to leave see that corporations are going to leave see that corporations are going to leave and then they're going to take their and then they're going to take their and then they're going to take their families with it. And the bad news is families with it. And the bad news is families with it. And the bad news is you may not uh be sitting under that you may not uh be sitting under that you may not uh be sitting under that tree that will ultimately fall because tree that will ultimately fall because tree that will ultimately fall because um you're going to be able to continue um you're going to be able to continue um you're going to be able to continue to enjoy the shade of the tree that was to enjoy the shade of the tree that was to enjoy the shade of the tree that was planted by the generation before you. planted by the generation before you. planted by the generation before you. And so often times these things are a And so often times these things are a And so often times these things are a slowmoving train wreck where you're slowmoving train wreck where you're slowmoving train wreck where you're going to be able to deal with it for 10 going to be able to deal with it for 10 going to be able to deal with it for 10 or maybe even 20 years as a tax base or maybe even 20 years as a tax base or maybe even 20 years as a tax base just slowly slowly dwindles, but then just slowly slowly dwindles, but then just slowly slowly dwindles, but then eventually you become a place that used eventually you become a place that used eventually you become a place that used to be cool. And so, uh, yeah, if I could to be cool. And so, uh, yeah, if I could to be cool. And so, uh, yeah, if I could just from an economics perspective get just from an economics perspective get just from an economics perspective get people to understand that money is based people to understand that money is based people to understand that money is based on human psychology. Humans work in a on human psychology. Humans work in a on human psychology. Humans work in a very knowable way and the more you try very knowable way and the more you try very knowable way and the more you try to tax them, the more they are likely to to tax them, the more they are likely to to tax them, the more they are likely to flee. flee. flee. >> So, we got a super chat we got to get to >> So, we got a super chat we got to get to >> So, we got a super chat we got to get to really quick, but just so I can get one really quick, but just so I can get one really quick, but just so I can get one period on this. If they balance the period on this. If they balance the period on this. If they balance the budget first budget first budget first >> and then seeing that they would have to >> and then seeing that they would have to >> and then seeing that they would have to raise tax hypothetically 10% to cover raise tax hypothetically 10% to cover raise tax hypothetically 10% to cover this thing, would that be a different this thing, would that be a different this thing, would that be a different conversation? conversation? conversation? >> A very different conversation. The beef >> A very different conversation. The beef >> A very different conversation. The beef is we're just saying give me more money is we're just saying give me more money is we're just saying give me more money versus hold on let's balance the budget versus hold on let's balance the budget versus hold on let's balance the budget first now I know how much money first now I know how much money first now I know how much money >> if they balanced the budget and then >> if they balanced the budget and then >> if they balanced the budget and then said listen we're going to do a 9.9% tax said listen we're going to do a 9.9% tax said listen we're going to do a 9.9% tax on people making over a million dollars. on people making over a million dollars. on people making over a million dollars. It's progressive so it's only on the It's progressive so it's only on the It's progressive so it's only on the money that they make over a million money that they make over a million money that they make over a million dollars. Uh and we're going to be using dollars. Uh and we're going to be using dollars. Uh and we're going to be using that money to fund this thing but our that money to fund this thing but our that money to fund this thing but our budgets balance. You guys see that we budgets balance. You guys see that we budgets balance. You guys see that we run a tight ship around here. Budget's run a tight ship around here. Budget's run a tight ship around here. Budget's been balanced for years. Then it's like, been balanced for years. Then it's like, been balanced for years. Then it's like, okay, people just have to ask, am I okay, people just have to ask, am I okay, people just have to ask, am I willing to pay for that thing? And I willing to pay for that thing? And I willing to pay for that thing? And I trust the government, they're going to trust the government, they're going to trust the government, they're going to give us that thing. I trust that the give us that thing. I trust that the give us that thing. I trust that the government isn't going to overreach. And government isn't going to overreach. And government isn't going to overreach. And so, yeah, I'm I'm okay with that. Here's so, yeah, I'm I'm okay with that. Here's so, yeah, I'm I'm okay with that. Here's the thing. Paying taxes doesn't feel the thing. Paying taxes doesn't feel the thing. Paying taxes doesn't feel bad. Like, if you love your country, I bad. Like, if you love your country, I bad. Like, if you love your country, I love my country. I've paid an ungodly love my country. I've paid an ungodly love my country. I've paid an ungodly number of millions of dollars, by the number of millions of dollars, by the number of millions of dollars, by the way, just in California state tax, but way, just in California state tax, but way, just in California state tax, but I've also paid an ungodly number of I've also paid an ungodly number of I've also paid an ungodly number of millions of dollars to the federal millions of dollars to the federal millions of dollars to the federal government. And I'm like, I feel good government. And I'm like, I feel good government. And I'm like, I feel good about paying my taxes. I feel this about paying my taxes. I feel this about paying my taxes. I feel this country has given me a lot, like a lot a country has given me a lot, like a lot a country has given me a lot, like a lot a lot. And I love that I have contributed lot. And I love that I have contributed lot. And I love that I have contributed in a very meaningful way. What I don't in a very meaningful way. What I don't in a very meaningful way. What I don't like is feeling like that money is like is feeling like that money is like is feeling like that money is pissed away. That people who are pissed away. That people who are pissed away. That people who are economically completely illiterate are economically completely illiterate are economically completely illiterate are [ __ ] up my fellow citizens. Like I'm [ __ ] up my fellow citizens. Like I'm [ __ ] up my fellow citizens. Like I'm going to be fine. First of all, I'm going to be fine. First of all, I'm going to be fine. First of all, I'm going to be fine because I understand I going to be fine because I understand I going to be fine because I understand I have a high functioning mental map of have a high functioning mental map of have a high functioning mental map of the world. And so I understand how to the world. And so I understand how to the world. And so I understand how to move in a way where I'm never gonna have move in a way where I'm never gonna have move in a way where I'm never gonna have to worry even if they tax me to zero. to worry even if they tax me to zero. to worry even if they tax me to zero. I'm never going to go hungry. I I'm never going to go hungry. I I'm never going to go hungry. I understand too well how to be beneficial understand too well how to be beneficial understand too well how to be beneficial to other people, which means I'll always to other people, which means I'll always to other people, which means I'll always be able to find a job. Cool. So even if be able to find a job. Cool. So even if be able to find a job. Cool. So even if I couldn't start another company, which I couldn't start another company, which I couldn't start another company, which of course would be my first avenue, but of course would be my first avenue, but of course would be my first avenue, but even if I couldn't do that, I know I'm even if I couldn't do that, I know I'm even if I couldn't do that, I know I'm never going to go hungry. So like all of never going to go hungry. So like all of never going to go hungry. So like all of that is this is about other people who that is this is about other people who that is this is about other people who have not been able to build that same have not been able to build that same have not been able to build that same high functioning mental map of the world high functioning mental map of the world high functioning mental map of the world and so they are going to get taken and so they are going to get taken and so they are going to get taken advantage of by a system that they advantage of by a system that they advantage of by a system that they simply don't understand and that's where simply don't understand and that's where simply don't understand and that's where I get I rate is I I listen to the people I get I rate is I I listen to the people I get I rate is I I listen to the people talk and look it's too late today but talk and look it's too late today but talk and look it's too late today but I've played that clip so many times of I've played that clip so many times of I've played that clip so many times of this senior financial adviser to Biden this senior financial adviser to Biden this senior financial adviser to Biden trying to explain modern monetary theory trying to explain modern monetary theory trying to explain modern monetary theory and he absolutely cannot do it. And the and he absolutely cannot do it. And the and he absolutely cannot do it. And the reason he can't do it is because he does reason he can't do it is because he does reason he can't do it is because he does not understand it. And so once people not understand it. And so once people not understand it. And so once people understand feelings make dots feel like understand feelings make dots feel like understand feelings make dots feel like they connect that don't connect. People they connect that don't connect. People they connect that don't connect. People on the left tend to lean feelings which on the left tend to lean feelings which on the left tend to lean feelings which is great. We want that. We want people is great. We want that. We want people is great. We want that. We want people like that. But they have to be balanced. like that. But they have to be balanced. like that. But they have to be balanced. And when you force them to cooperate And when you force them to cooperate And when you force them to cooperate with people on the other side, which with people on the other side, which with people on the other side, which have their own pathologies, but you have their own pathologies, but you have their own pathologies, but you force those two to be in dynamic force those two to be in dynamic force those two to be in dynamic tension, have a balanced budget, be tension, have a balanced budget, be tension, have a balanced budget, be disciplined, we can do extraordinary disciplined, we can do extraordinary disciplined, we can do extraordinary things for people. We're thoughtful, things for people. We're thoughtful, things for people. We're thoughtful, we're caring, we take the tax, and we do we're caring, we take the tax, and we do we're caring, we take the tax, and we do incredible things, and we show that incredible things, and we show that incredible things, and we show that being the most powerful, wealthiest being the most powerful, wealthiest being the most powerful, wealthiest country on earth comes with incredible country on earth comes with incredible country on earth comes with incredible privileges. But do we do that? No, we do privileges. But do we do that? No, we do privileges. But do we do that? No, we do not. We take uh we let states clamor to not. We take uh we let states clamor to not. We take uh we let states clamor to be a one party rule which by the way I be a one party rule which by the way I be a one party rule which by the way I think the right is as guilty of this as think the right is as guilty of this as think the right is as guilty of this as the left. They actively want to be a the left. They actively want to be a the left. They actively want to be a single party uh country. It's asinine. single party uh country. It's asinine. single party uh country. It's asinine. You shouldn't want that. You shouldn't You shouldn't want that. You shouldn't You shouldn't want that. You shouldn't seek that. You should seek counsel from seek that. You should seek counsel from seek that. You should seek counsel from the people who think differently than the people who think differently than the people who think differently than you. This is why a marriage can be you. This is why a marriage can be you. This is why a marriage can be glorious or self-destructive. My wife glorious or self-destructive. My wife glorious or self-destructive. My wife does not think the same way that I do. does not think the same way that I do. does not think the same way that I do. And I've learned to trust that there's And I've learned to trust that there's And I've learned to trust that there's necessary friction there and that I necessary friction there and that I necessary friction there and that I don't want her to just think like me. I don't want her to just think like me. I don't want her to just think like me. I don't want her to just blindly follow don't want her to just blindly follow don't want her to just blindly follow what I say to do. And so you you should what I say to do. And so you you should what I say to do. And so you you should covet that. You should covet the sense covet that. You should covet the sense covet that. You should covet the sense and sensibility that comes out of two and sensibility that comes out of two and sensibility that comes out of two sides working together in a high sides working together in a high sides working together in a high functioning way. But you have to be able functioning way. But you have to be able functioning way. But you have to be able to agree on principles like a balanced to agree on principles like a balanced to agree on principles like a balanced budget. And if you can't agree on things budget. And if you can't agree on things budget. And if you can't agree on things as simple as a balanced budget, you're as simple as a balanced budget, you're as simple as a balanced budget, you're [ __ ] And so I just keep seeing these [ __ ] And so I just keep seeing these [ __ ] And so I just keep seeing these asinine decisions being made at the asinine decisions being made at the asinine decisions being made at the economic level that are purely emotional economic level that are purely emotional economic level that are purely emotional that are not grounded in reality and that are not grounded in reality and that are not grounded in reality and have everything to do with the populist have everything to do with the populist have everything to do with the populist moment. So please boys and girls I moment. So please boys and girls I moment. So please boys and girls I understand I understand that these ideas understand I understand that these ideas understand I understand that these ideas sound good. History tells you that they sound good. History tells you that they sound good. History tells you that they are an absolute catastrophic disaster. are an absolute catastrophic disaster. are an absolute catastrophic disaster. All right, we got that super chat. Yes, All right, we got that super chat. Yes, All right, we got that super chat. Yes, super chat from big diglers. Just in super chat from big diglers. Just in super chat from big diglers. Just in time optimization forgot that a true time optimization forgot that a true time optimization forgot that a true cost of complexity is redundancy. Many cost of complexity is redundancy. Many cost of complexity is redundancy. Many ignored Tib's concept of anti-fragility. ignored Tib's concept of anti-fragility. ignored Tib's concept of anti-fragility. Also, here's some money for the Also, here's some money for the Also, here's some money for the broadband bill. broadband bill. broadband bill. [snorts] [snorts] [snorts] [laughter] [laughter] [laughter] >> I've got to be more careful when I >> I've got to be more careful when I >> I've got to be more careful when I drink. Okay. drink. Okay. drink. Okay. >> Well done, sir. Well done. >> Well done, sir. Well done. >> Well done, sir. Well done. >> That [laughter] was good. Thank Thank >> That [laughter] was good. Thank Thank >> That [laughter] was good. Thank Thank you for contributing to our clearly you for contributing to our clearly you for contributing to our clearly failing uh broadband strategy right now. failing uh broadband strategy right now. failing uh broadband strategy right now. Um so the first part of that was a Um so the first part of that was a Um so the first part of that was a statement, right? Not a question statement, right? Not a question statement, right? Not a question >> just in time optimization forgot about a >> just in time optimization forgot about a >> just in time optimization forgot about a true cost of complexity is redundance. true cost of complexity is redundance. true cost of complexity is redundance. >> Yeah. So there's yes you are definitely >> Yeah. So there's yes you are definitely >> Yeah. So there's yes you are definitely correct and in moments like this where correct and in moments like this where correct and in moments like this where we are decoupling from the rest of the we are decoupling from the rest of the we are decoupling from the rest of the it's not us just doing it but that the it's not us just doing it but that the it's not us just doing it but that the world is now um unbundling again as they world is now um unbundling again as they world is now um unbundling again as they say that yes we are going to find that say that yes we are going to find that say that yes we are going to find that uh without some redundancy there's going uh without some redundancy there's going uh without some redundancy there's going to be a lot more problems. Now, it's to be a lot more problems. Now, it's to be a lot more problems. Now, it's super capital inefficient. So, I'm very super capital inefficient. So, I'm very super capital inefficient. So, I'm very sad that this is the reality. Uh, but we sad that this is the reality. Uh, but we sad that this is the reality. Uh, but we ran the experiment on what happens when ran the experiment on what happens when ran the experiment on what happens when you globalize and you end up hollowing you globalize and you end up hollowing you globalize and you end up hollowing out your manufacturing, becoming reliant out your manufacturing, becoming reliant out your manufacturing, becoming reliant on um countries that become your on um countries that become your on um countries that become your adversaries, and that's a bad place to adversaries, and that's a bad place to adversaries, and that's a bad place to be. All right, you guys. Love you so be. All right, you guys. Love you so be. All right, you guys. Love you so much. Thank you. Sorry for the temporary much. Thank you. Sorry for the temporary much. Thank you. Sorry for the temporary interruption. And we will see you again interruption. And we will see you again interruption. And we will see you again on Friday. May the rest of your week be on Friday. May the rest of your week be on Friday. May the rest of your week be wonderful. See you then. Later.