Kind: captions
Language: en
bology details China's potential plan
for disempowering the US supposed audio
Advance badmouthing Elon Sparks debate
Bernie and AOC continue to draw crowds
but some accuse them of astroturfing
special Envoy Steve witkoff says Putin's
not a bad guy Vance backs him up the
prime minister of Greenland accuses us
diplomatic trip of being an abusive
demonstration of power Hundai pledges 20
billion in investments in the US and
Michael sailor buys even more BTC at the
low low price of 86k and change Drew I
just want to welcome Jen Alpha to a
world where you're growing up in a cold
war it's good times so fun it it's funny
because now Us in Russia are finally
starting to see eye to eye and then
China's like okay we'll be the bad guys
now we'll be in the cool word spot so
like we're just we're angry with that
everybody the US and Russia seeing eye
to eye is a big part of the debate but
we will get there we got to start with
this leaked audio um over the weekend a
leged leaked audio of JD Vance surfaced
and it's been floating around some
people I have disputed it as AI some
people say they don't want to give it
attention and acknowledge it let's let
the chat and the audience decide here we
go that he's doing he getting criticized
in the media and he says that he's
helping and he's he's making us look bad
he's making me look bad and I'll tell
you this and he would like if I said but
he's not in he is from South Africa it
is cospl is this great American
leader in a room that has the portrait
of some of the greatest men that ever
went this country and he has the
audacity to act like he is an elected
official I am an elected official I am
the important one in this situation not
him so if he wants to take the economy
and his
cars maybe that he deserves the more I
hear this the more I become convinced
that this is fake and uh I really want
it to be fake I'll be really honest
because having an elected official talk
like that mortifies me to my absolute
core uh you had a really good take which
is that this is so precisely on talking
points for the people that dislike the
Trump Administration it just seems too
fake uh so anyway I hope in the fullness
of time it becomes just absolutely
self-evident that this is fake but
speaking to if you're going to fake
something like this it is absolutely
brilliant to make it feel like the
microphone is really far away so that
you're all your brain is already going
oh this is probably real because
otherwise they would make it sound great
and it disguises the fact that you can
tell with AI still if the voice is a
little bit off but it becomes a lot
harder the first time I listened to it I
thought it was real and I'll be honest
my brain just said oh this is real and
so I was shocked mortified all of that
uh and was very excited to hear people
saying this might actually be fake which
again for all of us on team Trump
against team Trump please don't want
your own country to fail like that's
crazy and this would be an internal fail
state for Vance that would be just
beyond mortifying the reason that the
more I listen to it the more I think
it's fake is some of the weird emphasis
that he puts on things doesn't feel real
to me going through it the um this is
making me look bad and this triggers my
alarm Bells from I'm being manipulated
standpoint and really makes me want to
see the injection of the blockchain here
so that algorithms that either surface
or don't surface this kind of material
can say this is exactly who posted this
this is where this originates because
you would with the blockchain be able to
say this piece of audio originated here
and if you either see that it's
originating in a lot of places probably
fake news uh if you see that it
originated from um
a very uncredible Source also fake news
because if this is like a whistleblower
or whatever the odds are that they're
going to be able to work with an
institution like take the New York Times
because they're nice and controversial
some people think that they're just a
propaganda arm but at the same time they
have a lot of credibility that an
average person posting on X is like I
found this um that they're not going to
have or even like a an X account that
has a reputation to protect where
they're not going to want to surface
this stuff that I think is going to be
increasingly important because it is is
going to become easier and easier to
fake this stuff and be absolutely
indistinguishable from reality does it
matter that it's fake though cuz I feel
like for things like this the cat is
already out of the bag people have heard
this and they're already reinforcing
their preconceived notions oh I knew
Elon is an elect F I knew he was causing
beef I knew JD Vance especially with his
performance with zalinsky in the White
House this audio did match JD's energy
in that meeting of you didn't have you
ever said thank you you supposed to
respect us so I kind of I'm worried
personally that this audio whether it's
fake or real or not it just kind of adds
feel to that fire already it certainly
will do that but the reason I think in
the long term you've got to be combating
this stuff you can't just say well it's
bad and it's just going to burn
everything down and I guess it is what
it is and admittedly I had some of that
energy in chat today where I was just
like God this is so hard you can't
really sway people uh but I do think
that over time you are going to get
people to have a stronger filtering
mechanism some people won't and of
course uh shout out to Bo who Lees or at
least one point did believe the Earth is
flat uh so you can get people that will
derange there's no doubt about that but
I think that uh just as I really want to
believe that Flat Earth is losing steam
please for the love of God uh I want to
believe that as people begin to say well
what where's where does this originate
from because I know the blockchain can
track stuff like that that they'll at
least start asking the right questions
but there is damage that's done there's
no doubt about that on the other side of
the aisle allegedly Bernie and aocc have
been faking their crowd size because
Mario n Nall it's a terrible last name
it's very hard to say um it's a great
last name shout out to the N fall family
um there's been a massive Bernie Bernie
Sanders in ALC rally in Denver turns out
it wasn't as Grassroots as advertised
despite claims with 34,000 attendees GPS
data analysis reveals the real number
was closer to 20,000 still big but not
record-breaking more revealing a
whopping 84% of those devices have shown
up nine or more other protests including
antifa BLM events Pro Hamas and pro
Palestinian demonstrations and Kamala
Harris campaign stops over 30% had
attended 20 or more data analysts say
the crowd was anything but organic the
majority were tied to activist networks
like disruption project indivisible
Democratic Socialist of America rise and
resist and troublemakers all reportedly
funded by act blue and some receiving
backing via US Aid Optics over
authenticity The Playbook hasn't changed
just the
targets okay so there's a lot going on
here first of all you are always being
spun and
positioned uh this tweet being a prime
example of that when he says data
analyst say uh that is making it sound
like oh all data analysts that look at
this have a problem so many as Sin are
hiding within that statement alone and
I'm sure if we went line by line in the
Tweet we'd find other places like that
so everybody be careful the game here is
to make up your own mind to make sure
that you're seeking disconfirming
evidence whenever you hear something go
figure out what is the the opposite side
say uh anytime that I hear something
that I oh man it just feeds into what I
already believe about the world I'm
headed straight to Ai and asking it the
people who disagree with this thing that
I agree with what do they say because I
want to know the best argument against
the thing that I'm tempted to just Auto
bolt on to my own Ideology Now the
reason that I do that is because I prize
utility I want things that have high
predictive validity that when I believe
this thing am I more or less likely to
uh be able to understand how this is
going to play out in the real world and
that to me is something that will serve
everybody if you're like okay wait a
second I'm not trying to be on a team
here I'm first just trying to figure out
how does the world actually work then
once I figure out how the world actually
works hopefully we can all get on team
humans thriving but everything that
you're being fed intentionally or
otherwise is spun to match somebody's
worldview and I think
and I think Mario's channel is a great
Channel I think he surfaces a lot of
stuff however I think that implying in
any way shape or form that 20,000 people
does not represent something real unless
these people are being directly paid at
which point if you're paying people you
can completely distort things they will
go against their own beliefs and so
you'll have no sense of what is this
other than people respond to financial
incentives but if this is 20,000 people
that are going around the country on
their own dime because they really
believe in this thing that tells you
something uh now if the data that he's
putting forward is accurate and 84% of
these people have shown up I think he
said at least at nine of these rallies
okay that that is a very meaningful
piece of data that you will want to take
in as you try to map what is actually
true you're going to want to be aware
that this is the same people over and
over going to all of these riots so they
may be the very loud very aggressive
representatives of something that is
ultimately Fringe you 100% need to be
aware that that could be the case but I
think that a view that has high
predictive validity is that whoever is
in power lives and dies by their tactics
and their results whoever is out of
power gets to emotionally whip people up
Trump whipped everybody up with emotion
and call it nakedly just propaganda when
he wasn't in power but now it's tactics
and results and when the left was in
power they were uh tactics and results
and people voted against them and so
once you begin to map out okay I get the
political game the person that's in
power is playing a very different game
than the people that are out of power
now both of them are going to try to
manipulate me for sure um but they're
being judged on very different
scorecards so the left if I were
advising them is playing the right game
you want to get everybody caught up in
the emotional sentiment you want to
paint a picture that you're not alone if
you feel this way there's a lot of
people who feel this way because people
that are on the bubble they want to fit
in they want to read the moment right I
cannot help but right now and maybe I
just need to get closer to it and over
time I'll realize it's not true but
right now I have this uh a sense that
I'm out of step with culture right now
that my whole thing about hey uh own the
results of your own life is just people
are not here for that that that is not a
popular message
and my thing is like uh if if I'm out of
Step I'm out of Step but the only way
for me to get in step with as I perceive
it
now would be
to get on the emotional bandwagon and do
the very thing I have asked my wife
never to do if I'm ever knocked to my
knees as the average American is right
now I don't want you to get on your
knees with me put your arm around me and
tell me everything is going to be fine
what I want you to do is extend a hand
pick me up brush my shoulders off and
remind me of what I'm capable of that's
that's what I can offer the American
people like you are capable of the
extraordinary and even if the world is
working against you and trying to hold
you down which if you grant me only that
printing money will destroy the vast
majority of people's Financial lives uh
it is working against you actively but
the only way to turn things around is to
go okay I have to
outperform that abuse it isn't to just
want someone some to tell you it's not
your fault that just it it does not lead
to human flourishing so anyway all of
that to say you're being spun all the
time start trying to map out what's
really going on I think there really is
an AOC burning movement that is driven
by that is the emotion right now do not
try to handwave that away don't try to
say well it's only 20,000 it's not
34,000 it's like hey there's a real
thing going on here don't try to
handwave away that this is the same
20,000 people they will have a lot of
Silent people that that are getting
caught up in that emotion that you can
see um echoing through a whole bunch of
other things not the least of which is
Gary economics which is really um
capturing that Vibe
well far more important to say
everybody's spinning me and so now I
just want to understand what what is the
tension between the Trump Administration
and the left out of power like what what
is that tension what do they point to
what are the real things that each side
represent it's interesting having these
two articles back to back because from
one side to me they're the same tactic
just in a different lens where one
person is trying to use manipulation on
the right to show that there's descent
among the right another using
manipulation on the left to show that
there's descent along the left and to
your point 20,000 is still 20,000 that's
still 20,000 people that are fighting
back and if those people did go to nine
rallies those are now a motivated 20,000
which to me is even worse because
somebody that comes oh yeah I got to see
Trump today and goes home and stays home
until November that's not as powerful as
somebody is going from a protest to a
rally from a protest to a valy they're
out in the streets they're engaged
they're talking to people they're making
their base hypothetically bigger so I
just to this kind of felt like a gotcha
tweet like ah they're lying but 20,000
people were outside in the code in
Colorado yelling at two people who are
not in office right now they're holding
a rally three years early like there's
still something there and that shouldn't
be a poo poo to your point so agre and
now I want to put a really fine point on
what I think this is I think that the
Democratic party whoever is responsible
for what's going on with the Bernie AOC
tour they are very specifically saying
Bernie is going to be I think 87 years
old the next time he's available for
office he's not going to run we need to
take that juice that he has all the
Goodwill that he has as the populace
leader of the left and we want to put it
onto AOC so I think what we're watching
right now is the left realizing we have
to give the people on the left in the
Democratic party a leader to get behind
and that person is going to be AOC and
so we're taking the next four years to
really transfer all of that Goodwill
from Bernie to AOC so I have a feeling
that that map of it all is going to have
high predictive validity over what
you're about to see we'll find out time
will tell well internally while we're
going back and forth there has been a
couple tweets over this weekend that
shows our external threat being China in
their latest tech innovation um I feel
like this uh meme tweeted by shamat
really kind of highlights what's coming
yeah let we need to describe this for
people that are just listening so uh the
image is of a gigantic Dam with cracks
in it and behind the dam is I mean what
is that like 3,000 ft of water built up
and the only thing stopping it from
absolutely demolishing the West so the
water is labeled as China's Tech
Innovation the dam is the five stages of
grief and then the West is the town that
is going to get absolutely obliterated
when the water breaks through the dam
now calling it the five stages of grief
is funny but the real thing is um
labeling the damn B tweet thread because
if bology is right about what China is
about to do to break that Dam
apart
um it it is a an extraordinar
extraordinary Playbook that China would
be wise to implement if their goal is to
win against the west and so let us read
that breakdown China seeks to com
commoditize their compliments so over
the following months I expect a complete
Blitz of Chinese open source AI models
for everything from computer vision to
robotics to image generation why I'm
just inferring this from public
statements but their apparent goal is to
take out profit out of AI software since
they have money on AI enabled Hardware
basically they want to do to US tech the
last stronghold what they already did to
us manufacturing namely copy it optimize
it scale it and then wreck the Western
original with low prices I don't know if
they'll succeed but here's the logic
number one First China noticed that deep
seeks release temporarily knock1
trillion do off of US tech market caps
pause for there for a second uh don't
fail to understand how catastrophic a
trillion dollars in value evaporating
effectively instantaneously is now some
of it will bounce back for sure uh but
China is paying attention China did see
that and it will update their
thinking number two second China's core
competency is exporting physical widgets
more than it is software third China's
other core competency is exporting
things at such massive scale that all
foreign producers are bankrupt and they
win the market see what they're doing
the German and Japanese cars for example
this is byd being the number one
exported car in the last 2 years fourth
China is well aware that it lacks Global
Prestige as it's historically been a
copycat with deep seek becoming the
number one in AI is now something they
can actually consider possibly
achievable and a matter of national
pride fifth deep seek has gone viral in
China and its open source nature means
that everyone can rapidly integrate it
down to the level of local officials and
obscure comp companies and they are
doing so and posting the results for
praise on WeChat six finally while deep
seek has obscure
number six finally while deep seek was
obscured before recent events it's now a
household name and the found founder
leang Wang Fang has met both with G and
also with number two in China Lee Yang I
think it's Lee Kang Kang I thought that
was a widen oh maybe it is maybe I don't
know I'll just bite my tongue Lee q i i
a n g they likely have unlimited
resources now so if you put all that
together China thinks it has an
opportunity to hit us tech companies
boost its Prestige help its internal
economy and take the margins out of AI
software globally at least at the model
level this is a brilliant Playbook to
run
and the thing that I really want people
to understand is Lucidity trap is real
there is an inevitable confrontation
that is going to play out between the US
and China and that confrontation looks
something like the following um we China
are a rising power we are going to be
acknowledging as that Rising power you
the US have tried to keep us out of
things like we block China the reason
that they did deep seek the way that
they did it was that we block them from
getting access to some of the best chips
in the world those chips are made in
Taiwan the very place that China has
said Taiwan belongs to China uh it is a
uh one state and we are going to
reintegrate with Taiwan they have said
it many times that is on the agenda so
you can imagine if they can do what B is
saying and by mass-producing this stuff
take out the financial incentive for the
us to continue to build this stuff then
they can bankrupt essentially the entire
AI industry and become the leaders
here's where people have to understand
the difference between training a model
and inference so training the model is
for me when I talk about AI uh if it has
an upper bound on intelligence then this
is all going to stall out and we never
get to the post capitalist Utopia
nobody's more aware the second you say
Utopia you should question yourself than
than I am I'm hyper aware of that but
nonetheless uh that being the idea that
AI is going to make things so much
better but for that you need Super
intelligence for super intelligence to
happen there has to be essentially no
upper bound to how intelligent AI can
get you can get more intelligence at the
level of inference but you're not going
to come to understand the laws of
physics for instance so that model where
we're just doing this through through
inference is what I call the ca
intelligence model now it's entirely
possible that China breaks the financial
incentive for any company quite frankly
to continue to pursue things at the
level of training I think that that
would be that alone even if it didn't
cause China to win that would be
catastrophic for what AI could do the
reason is training a model going through
all that data having all the chips that
you need need to go and effectively
learn the rules of how the world
actually works um that is
extraordinarily expensive now once
somebody trains the model and this is
the conventional wisdom on how deep seek
work though nobody knows for sure was
that they basically just asked chat GPT
a whole bunch of questions because I
think a couple years ago if you asked
deep seek it may not even have been that
long ago mhm if you asked deep seek what
are you it would say I'm chat GPT
because basically it was saying oh cool
you guys go spend all the money on the
very expensive um training model and
then we're just going to query that
already intelligent system about how the
world works and then we distill it to
far fewer parameters now that's great
for all the builders in the world I mean
as somebody who wants to build an AI
infused toy I'm like oh amazing like
I'll just use deep seek or llama great
they've uh managed to further compress
all the knowledge of how the world Works
down to something really small
but if now all the either they basically
just make it free and so now it's about
all the things that are built on the
back of that and nobody wants to fund
the learning models because they know is
if we spend the billions and billions
and billions of dollars that it takes to
train this model and then other people
will just come along very quickly after
the fact query it and now Drive the cost
of the the presentable monetizable
intelligence that's the right way to
think about it that they can drive the
cost of the monetizable intelligence
down to effectively nothing why would I
spend the money over here and so it it
could end up stalling out just from that
if what bology is saying which is that
plus if they're even better at the
further distillation of the intelligence
now it's like if there's no money in
training the model anymore now it's just
a race to who can be the best at
distilling what we already know and if
they can just outpace and beat the us
because they proveen over and over and
over that that's what they're good at is
you uh get more efficient and you do
this at scale and if from a cultural
standpoint the US just can't keep up
with that and then China becomes the
deao standard for Monet the monetizable
level of intelligence then we just lost
the AI race and that is not a position
that we want to be in when you remember
thus CD's trap is real and that you have
a rising power and a declining power and
they will collide and if you lose the
technological race You by definition
lose the military race and if we lose
the military race to our FUSD trap uh
dance partner then that I don't want to
say game over because I don't want to be
overly hyperbolic but you don't want to
be in that position you don't want to be
uh Ukraine in the Russia Ukraine analogy
you might be able to sty them you might
be able to stop them but oh dear God you
don't want to be in that position where
you don't have the might to just
absolutely beat them back uh that would
not be in a good position I don't want
to be in a global negotiation with other
powers saying hey they shouldn't be
allowed to keep that much of California
so um that is that is the hard reality
of an adversary that you can't Forstall
with economic and Military might we'll
get back to the show in a moment but
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and now let's get back to the
show it's it's crazy cuz it seems like a
foregone conclusion almost at this point
with the Sixpoint breakdown because with
them now having unlimited resources I'm
guessing backed by the government how do
we compete because China is so top down
when we're kind of individuals and Echo
Chambers arguing about crowd sizes like
what is our bounce back how do we
overcome that all right this is a really
brilliant point that you made during the
live and I will once again encourage
everybody to come to the lives when we
film these uh what you were saying
earlier was a an elongated version of
that and the pitch goes something like
this okay we're all Freedom loving
people and so we're about deregulating
and just let people do what they're
going to do but we're going up against
China that has maximum efficiency
because the government can just tell you
you now do this uh the government can
just give money to deep SE can be like
you now have an unlimited pocketbook
your sole goal in the universe is to
make sure that there's no money in
training these models so that we can now
Corner the market in being efficient at
extracting the wisdom from these models
and how on Earth could we possibly
compete the Biden administration's whole
stick was yeah we're going to out China
China and we're also going to get
involved in AI now and we're going to
through regulatory capture we're going
to make sure there's only two or three
companies we're going to back them we're
going to make sure that they have the
support that they need we're going to
make sure that they're not being um
challenged by all these upstarts it's
like you guys are going to be the ones
we're going to make sure that we have
control make sure this doesn't get away
from us make sure that we can use it as
a weapon against China and we're going
to direct all the funds now the problem
is if you try to out China China you
will lose you want to be a maximum
American version and show why we've
become over the last 250 years we've
become the America that is the dominant
Global superpower and the way that we
have gotten here is by saying Innovation
is a game where you incentivize
individual creators to go out get people
excited paint a vision uh do crazy
things that everybody else thinks is
crazy that the government would
otherwise try to shut down uh because
like they were doing with AI they just
get scared or whatever and so they don't
want to see that stuff going forward
unless it's under their control we were
the exact opposite of that and we were
like uh the whole battle that played out
from I mean really it's really been
going on since like the late 1800s early
1900s like is this going to be a
Socialist Communist world where it's top
down control we make sure everybody's
well taken care of and these um
upid um billionaires as we would say
today that that we keep them on a tight
leash and we don't let them run Riot
because they're evil and they're just
likely to take us in a negative
direction or do we say yo you have to
run the risk that some people really win
this game of capitalism but you want to
let them innovate you want to give them
as much Freedom as humanly possible and
let them do their thing up until until
now doing that has been the obvious
answer now a wrench got thrown into the
last call it 150ish years of that debate
and that was China going sometimes top
down sometimes capitalism and we're now
about to find out if the uh red light
Greenlight game that they play is going
to end up being better and the honest
answer is no one knows yet and that is
this cold war this cold war is do you
give people maximum Freedom here in the
west specifically in the US and really
deregulate and let let these crazy
innovators from all over the world come
here on that Trump gold card pay your $5
million get in the door get into a very
Tech friendly regulatory environment
innovate innovate innovate uh make a ton
of money but also like do this
incredible stuff for the world or is
China right and it's like hey jackma we
don't like the way you're talking so
we're going to disae you for disappear
you for a couple years and when you come
back you're going to be a very different
human and we'll let people go for a bit
and then we're going to clamp down on it
and this is why I really want Americans
to lean into being American lean into
the ideas of freedom and liberty and
build and innovate and create and do not
let authoritarian top- down rule um you
will be a terrible version of that
anyway because we've attracted over the
last 250 years far too many Freedom
loving people and so we'll just tear
ourselves apart from the inside uh and
also as one extraordinarily biased human
I think it's a worse play to try to
control people from the top down I don't
think it works and in the long run I
think we will be in a much better
position than China even though right
now not going to lie what they did in
the 90s and early 2000s pretty
breathtaking it's interesting to see
where this plays out because I kind of
see the chess board moving a little bit
right now and we're so caught in our
internal divisions that we're not really
seeing the Rises and The the sentiment
change outside of the US there is the
bricks Nation they're forming their own
Coalition China has been Mr World
Ambassador setting up on this yeah
setting up uh setting up Partnerships
and initiatives with other countries so
I think that convincing the rest of the
world that they're the bad guys Allah
World War II Hitler and you guys should
join us the us so we can go fight them I
don't know if that's going to gain much
theme so I feel like if it ever turns to
that point china will probably end up
being the russan we would end up being
the Ukraine where we're on on our heels
backpedaling trying to defend ourselves
versus being the bully and the number
one superpower that we've been used to
these last 100 150 years yeah I mean
this is an excruciatingly important
moment where the us is going to have to
decide who are we and are we playing to
win or do we have so much
success that now we can afford to be
guilty and we can pull ourselves apart
from the inside and the bad news is that
when you look back at all the empires
that have risen and Fallen they follow a
really predictable pattern and that is
you are the hardest core [ __ ]
around and you fight your way to the top
you build a really killer economy you
ride on the back of Innovations often
times wartime innovations that then work
their way through the culture you become
exceptional
um powerful by generating debt uh your
debt begins to balloon which is letting
you do all this amazing stuff and have
this Empire and go conquesting and then
you uh realize uhoh we're going to have
to print money because if we don't we're
our economy is going to be in trouble
and so now you print to deal with your
debt and you get to the point where
you're now in uh a position where
internally you've had so much success
for so long you start feeling guilty you
open your borders you let people come in
you realize uh oh we have to print more
money to take care of all the people
that we've allowed to come into our
borders and now all of a sudden the
spiral is out of control you
hyperinflate your currency and your
Empire just starts piece by piece
breaking apart you sell it off you lose
it etc etc until you are a shell of your
former glory you need look no farther uh
than less than 100 years ago to what
happened to the UK and uh they used to
be the dominant Global force on planet
Earth believe they built the largest
Empire geographically that had ever in
all of human history ever been built and
now they are just a tiny ass Island a
little more than that not a lot so um
this this is a thing that loops and
loops and loops and loops and I don't
know if the human mind is capable of
avoiding this Loop to make matters more
interesting I'm not going to say worse
for the first time Russia and us are
actually on the same page about
something for the first time in years
the White House and the Kem are openly
demonstrating their mutual attraction
then JD Vance and by the way if I'm not
mistaken that is Steve Rosenberg quoting
a Russian newspaper yeah so it was a
Russian newspaper that said the US and
Russia are demonstrating their mutual
attraction after hearing Steve wit
Coff's interview we'll get into value
sets here in a second I know you want to
talk about JD Vance uh first so let's do
that uh JD Vance responded this morning
tweeting Steve wickoff is a great guy an
incredible job the people sniping at him
are mad that he's succeeding where they
failed for 40 years turns out a lot of
diplomacy bur boils down to a simple
skill don't be an idiot I just wanted to
ask a simple question is this good for
diplomacy or is this us making
validating a dictator like what's your
take on Russia us relations the only way
to answer that question is to ask people
what their value system is because
everybody's locked inside of a frame of
reference that is made up of their
biology ology their beliefs and their
values if you believe hey I don't care
if NATO comes right up to your border if
you invade a Sovereign Nation bad on you
and I'm going to respond
aggressively if on the other hand you
believe hey like in uh the Bay of Pigs
I'm not going to allow there to be
nuclear weapons from Russia brought to
Cuba that is a hard line absolutely not
I don't care that that's not my
territory you are now in my hemisphere
you have crossed a line and I will
respond
aggressively and we got on the Cuban
Missile Crisis excuse me for calling it
Bay pigs C Cuban Missile Crisis and we
walked right up to pressing the button
for nuclear war because we're like this
this is a red line and we are not going
to back
down depending on which of those two
stances you take if you're like you
can't invade a Sovereign Nation no
matter what then that's one energy if
you're hey you can't invade a pow's um
sphere of influence that's going to be a
different energy and you're going to see
people here in the US if nowhere else
respond based on that base assumption
because some people look at Putin and
they say this guy's an evil dictator he
invaded a Sovereign Nation cool you now
know what base assumption they have or
what value system they're operating
under uh that you may not uh invade a
Sovereign Nation no matter what they're
doing on their land so if they want to
bring um nuclear missiles right across
your border then it is what it is if on
the other hand you say um I can't read
Putin's mind so I don't know if he's an
imperialist that just wants to expand uh
all I know is that we said we wouldn't
move NATO any closer and we kept doing
it and so therefore I get why he's
responding the way that he's responding
now you have their values system both of
those people are going to be able to
make compelling Arguments for why they
see what they see and this is why
listening to one side or one person is
not going to save you you have to look
at both sides and go what do I believe
to be true or in this case what do I
believe ought to be true and so people
are going to try to walk that gray area
of like well hold on um I don't think
that you should be able to move nuclear
weapons onto that border but I don't
think that Trump is imperialist I think
that he really has a reason to be afraid
and I think that this is crazy that that
we were moving closer um and I just
believe that he is uh pushing back
because he doesn't want to see that any
closer and so I also don't think you
should be able to invade a Sovereign
Nation um but the reality is I don't
think you should be able to invade a
Sovereign Nation if your goal is to take
over I believe you should if you know
that there's a legitimate threat to your
own sovereignty and so now we're in this
gray area dance of well he's just trying
to protect his own sovereignty and so H
welcome to the reality of great power
politics it's never going to be clear
nobody's ever going to know what's in
his heart maybe both things are in his
heart and it's like I just need an
excuse I am expansionist but I wasn't
going to expand until you gave me that
reason and so then it's like okay well
if he he is doing it because he wants to
be expansionist but we did give him the
reason to do it now where you where do
you fall at some point you have to
recognize that the law becomes a bright
line and you just say either you can't
invade a Sovereign Nation or uh whatever
your bright line is but you have to draw
a line somewhere at some point and say
now I'm Gonna Stand 10 to down on this
value system and then to make us even
more of a hypocrite I'm also seeing
thinking of the 20 2001 wars in the
Middle East the war on terror we were in
Afghanistan we were in Iraq we were in
uh Pakistan chasing weapons of ma
destructions that we found out wasn't
necessarily there extracting resources
doing other things where technically
we're invading a Sovereign Nation on the
hunt to get terrorist but it's one of
Iraq was never that uh I get what you're
saying though here's the thing you're
only a hypocrite if you're saying no no
no we'd never invade a Sovereign Nation
and then you do it if your thing is if
you [ __ ] with me I will reign Unholy
hell down on you you're not being
hypocrite you might be being evil but
you're not being a hypocrite if your
secret value is uh you are going to do
good deals with us in terms of access to
oil and if you [ __ ] with us we will come
in and we will absolutely Stomp the [ __ ]
out of you you're not being a hypocrite
you might be being evil but you're not
being a hypocrite this is where dude if
we could get politicians to State their
values we would live in a very different
world but the reality is the one thing
they're not going to do is State their
values um and thus we live in a world of
spin that's not quite true they will
sometimes State values that they know
are popular but they're not going to
draw hard and fast lines and they're
going to avoid it 99 times out of 100
okay now I'm GNA throw another thing in
there let's talk about Greenland because
the Prime Minister slam the highly
aggressive visit by us officials
including uh first second lady Usha
Vance so the Greenland prime minister
mute B edgi called the US delegation
trip to the island highly aggressive
interview interview with a greenlandic
newspaper on Sunday and raised
particular objection to Walter's visit
what is the National Security adviser
doing in Greenland the only purpose is
to demonstrate power over us igid said
his mere presence in Greenland will no
doubt fuel American belief in Trump's
Mission and their pressure will increase
could this be kind of also in that ethos
of not an invasion some people are
talking about we're bringing Navy ships
there I don't think we're going to go
into war to take
Greenland but it is a little dicey that
we're making this pressure and we're
showing up we like hey you guys should
do this yeah this comes down to what is
your value system and if your value
system is hey these are sovereign
Nations uh Greenland is a I believe a
territory of
Denmark uh and given that this is a its
own Sovereign Nation that is tied to
Denmark um we shouldn't be engaging with
this in any way shape or form and
whatever pressure we're going to put on
them should be purely diplomatic if we
think that there's National Security
interests in Greenland then we should be
working with Denmark and Greenland to
get the things that we need we shouldn't
be making these overtures like Hey we're
going to get this one way or the other
uh and that's not the right way to play
it but that's a value system if your
value system is America is going to
protect its interests and we will do
whatever it takes including all the way
we will pressure Greenland
diplomatically first and if we're not
able to get this done through diplomatic
channels we will go all the way to boots
on the ground
uh and that's just how it's going to be
and everybody has to understand that we
are um we are at war with a cold war
with China that could escalate into a
hot War China and Russia are in cahoots
and so hard and fast line Greenland you
are going to play
ball that's a values question that's uh
what do we think are going to be the
second and third order consequences of
that is it going to make America Better
or Worse we live in an era where there's
going to be a battle between cover
stories everybody saying they understand
what's really going on but the reality
is that the motivations are so
complicated and so intertwined with a
lot of things that the vast majority of
humans will not know all of the
variables that are at play um that it
just becomes a propaganda war of what
can you convince the American people to
get behind and I will take us back to
what you said about um Iraq
was in the final analysis if we cannot
all agree that that was just all a bunch
of Lies
and if they weren't lies in the
beginning we very rapidly found out that
they were lies and that they didn't have
weapons of mass
destruction and we still did it anyway
and we stayed there for a very very long
time and this is the nature of these
games what people are actually playing
for I think this is the belief that has
the highest utility is uh attaining and
maintaining power period end of story
full stop simple as you are trying to
win like you want your team to be in the
best position you'll often give people a
friendly cover story but the reality is
this is a game of
power well we shall see I feel like it's
it's it's getting interesting because so
many things are happening at once I feel
like one domino in one area can top of
the whole like puzzle the craziest thing
about all of this all of these things
have always been happening we just
didn't have the ability to hear about
them this goes back to the yeah the
ability to control the narrative which
has been true up until what 2007
until 2007 you really could control the
narrative and now that's just gone
there's no way so it's now people are
going to battle ideas you've got a
president who negotiates part of his
negotiation strategy is out in the
public and that has effects so when you
call something is about to happen to a
stock position that has an impact on the
actual stock position this is the whole
idea of shorting that you can short
something and the mere fact that you are
shorting it makes the price go down and
so you get all these weird battles and
the the one of recent memory was the
GameStop short squeeze
where people on Reddit realized oh my
God we can actually through social media
we can come together and absolutely [ __ ]
these guys up and they did and they
destroyed I mean an actual hedge fund
got obliterated because they never
counted on a group organizing via social
media to do something that economically
was not in their best interest but they
did it anyway just to be like [ __ ] you I
think given the amount of information
and how rapidly it travels so volume and
velocity of information you create these
rogue waves of cultural beliefs that
will pop up so fast and dissipate so
fast that it is
extremely it is impossible to accurately
map how people are going to respond to
what's happening and so how all this
plays out over time I don't know but
watching Russia and the Ukraine has been
utterly fascinating because right now
the Trump Administration is trying to
change the narrative it went from I mean
again maybe just the bias of my own
algorithm but it went from seeming like
everybody agreed that Russia was the bad
guy yeah um to now it's like well maybe
Russia's not the bad guy maybe zalinsky
brought this on himself it's like yo so
even
if that's true people should be looking
at this going then how did they trick me
in the beginning to get me to believe
that Russia was a bad guy and if this is
not true how is it that they're making a
very substantive percentage of people
switch to oh maybe Russia's not so bad
after all it's like whoa so uh people
need to be persuadable by facts I don't
want people to be unpersuadable that is
for sure but whoa the things that
persuade us are almost always emotional
in nature and that worries
me we'll get back to the show in a
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the show well some other people are
doing some persuading and that is
Hyundai or Hundai H Hundai Hyundai or
hyai which is how my uh very Western
American uh mind always thinks of it
when I see it um they just announced a
$2 billion investment in the US later
today including 5.8 billion for a steel
plant in Louisiana and this brings
Trump's total proposed Investments from
external companies to 2
trillion.
two like that's a substantial amount
2.02 trillion 2.02 trillion between
apple soft bank and some and now Hyundai
and some others and I think uh the
Taiwanese manufacturing company I I
always forget the call letters SMC yeah
um so yeah they're calling this a trump
effect so is this going to play out in
time that's going to be the question but
it really given how many companies are
making promises to invest in the US
there is something going on there again
I would not handwave this one away it is
very much a game of chicken there's no
doubt about that and uh I buy into
Howard letnik breakdown of tariffs do
not cause inflation inflation is very
much caused by money printing but
tariffs can cause certain Goods to go up
in price and when you have something
like a mango where it cannot be made in
the US you would be wise to
make that um something that you exclude
tariffs on but things like cars
semiconductors those are things that we
can make in the US and so putting
pressure on companies to come and make
them here in the US to an extent
certainly to the tune of $ 2.02 trillion
of promised Investments it's very
different than Investments already made
but promised Investments that's not
nothing man that that is a very
substantive uh investment that if those
end up being factories that create jobs
especially in manufacturing something
very positive could come out of that for
the average American who is who we
should all be going to bat for um but
it's a game of chicken because if it
raises prices too
much and takes too long if we make it to
midterms and people don't see cost going
down jobs going up no bueno Trump will
lose a house lame duck dunzo at the end
of four years meaning Republicans Trump
better be done at the end of [ __ ]
four years yeah no no of that term three
stuff uh in other news micro strategies
company strategy has did another Bitcoin
bid they have acquired
6911 Bitcoins for total of $
5841 million at $84,000 per um the total
price of Bitcoin today I believed it hit
88 uh yes it hit 88,500 um up
2.75% um and still still Rising so
strategy now holds what was it 2.9% of
total Bitcoin 2.4% 2 point7 percent yeah
2.4% of all total Bitcoin um are you
bullish how do you feel about this uh
strategy acquisition nothing about what
micro strategy is doing influences my
belief about the future of Bitcoin which
is entirely predicated on my thesis that
the future will be more digital than the
past uh and that one of the most
important things to make digital is
money and the last place that I and I
should be very careful with my
definitions I need a place to store my
wealth the smartest place to store my
wealth is in a digital asset that cannot
be
inflated uh not be inflated is the most
important part of that digital speaks to
my thesis on just the future is just
going to be digital digital digital as
far as the I can see uh so I think that
Michael sailor and micro strategy or
strategy now uh they agree with that so
they're making all these Investments but
the reality is that's not why I think
that this is um a
longterm wise place to park your wealth
this is a wise place to park your wealth
because of the thesis they are simply an
echo of that thesis now it's a volatile
asset so it's going to go up or down
like that is whatever t