Latest / Pod Save the World / Trump’s “Insane” Plan to Reignite the Iran War
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- 2:06Speaker 2: Welcome back to Pod Save the World. I'm Tommy Vitor.
- 2:08Speaker 3: I'm Ben Rhodes.
- 2:09Speaker 1: Welcome to Ben and My Favorite Tradition, where every year
- 2:12Speaker 1: we record on election day. So you get to listen
- 2:14Speaker 1: to a little time capsule of us. We recorded about
- 2:18Speaker 1: 2 p.m.
- 2:19Speaker 2: Pacific time, which.
- 2:21Speaker 1: Means usually it's late enough to have some early vote data.
- 2:24Speaker 1: We've got some turnout, you know, anecdotes, maybe some exit polls.
- 2:30Speaker 1: And it's a nice little time capsule of our mood
- 2:32Speaker 1: in this moment before our hopes are either dashed or,
- 2:35Speaker 1: I don't know, maybe something good will happen for once, Ben.
- 2:38Speaker 4: I'm in Istanbul, Turkey, where it is one o'clock in
- 2:41Speaker 4: the morning. And so it's already Wednesday here. So it's
- 2:44Speaker 4: very strange to not know the results of the election
- 2:47Speaker 4: on Wednesday yet. But I can't decide, Tommy. What's the move?
- 2:51Speaker 4: It depends on how optimistic you are.
- 2:53Speaker 3: Do I.
- 2:54Speaker 4: sleep for a few hours and just wake up to results?
- 2:56Speaker 4: Or do I like eke out and just kind of
- 2:58Speaker 4: pull a bit of an all nighter here?
- 2:59Speaker 2: I don't know.
- 3:00Speaker 1: I mean, I think in a few hours you'll have like,
- 3:04Speaker 1: whenever like Indiana closes, there'll be some bellwether districts that
- 3:06Speaker 1: will give you a sense and what, like three hours
- 3:09Speaker 1: or something like that. So if you can gut it
- 3:11Speaker 1: out for four hours, you'll learn something. I might take
- 3:13Speaker 1: a nap personally, uh, nap for four or.
- 3:16Speaker 2: Five hours, wake up, you'll be a lot better off. But, uh,
- 3:19Speaker 2: Here we are. So you can hear us, the agony
- 3:21Speaker 2: in our voices, the anxiety.
- 3:23Speaker 1: But we've got a great show for you guys today.
- 3:25Speaker 1: We're going to cover a whole bunch of very important stuff.
- 3:27Speaker 1: So there's all these disconcerting reports that Trump is on
- 3:30Speaker 1: the cusp.
- 3:30Speaker 2: Of resuming the war with Iran.
- 3:33Speaker 1: And Israeli Prime Minister Bibi Netanyahu is once again pressuring
- 3:36Speaker 1: him to do so, including by passing along some alarming
- 3:38Speaker 1: new intelligence. I guess The New York Times just reported
- 3:41Speaker 1: like a minute ago that the Israelis passed along intelligence
- 3:45Speaker 1: suggesting that Iran is preparing to use chemical weapons. If
- 3:48Speaker 1: the war continues and that's sort of the new thing,
- 3:51Speaker 1: they're probably, am I telling you this for the first time, Ben?
- 3:54Speaker 3: Yeah, I'm glad I'm in the Middle East, yeah.
- 3:57Speaker 1: I bet you're shocked to learn that Netanyahu is using
- 4:00Speaker 1: WMD Intel to go Trump back into war. We're going
- 4:03Speaker 1: to tell you about the latest on the Israeli elections
- 4:05Speaker 1: and the government formation process. We'll talk about this billion-dollar,
- 4:09Speaker 1: multi-billion-dollar hack on the crypto platform Binance, a bunch of
- 4:12Speaker 1: disconcerting reports out of Ukraine, and then we'll explain why
- 4:16Speaker 1: the latest Chinese Communist Party meeting It was more like
- 4:18Speaker 1: a speed round of Survivor than a political meeting.
- 4:21Speaker 2: It was just a purge fest, Ben.
- 4:23Speaker 3: Yeah.
- 4:24Speaker 4: Boy, you know, you think of China as not having politics,
- 4:28Speaker 4: but they have a more extreme form.
- 4:30Speaker 3: Of politics there.
- 4:32Speaker 4: Yes.
- 4:32Speaker 3: You never know which straw you're going to draw.
- 4:34Speaker 5: Yeah.
- 4:34Speaker 2: Haley Stevens might get kicked out of the Democratic Party.
- 4:37Speaker 1: She's not going to disappear along with like 33 other
- 4:39Speaker 1: generals or whatever.
- 4:42Speaker 2: Yeah.
- 4:42Speaker 3: Jason Turkish. Jason Turkish wouldn't last very long in the CCP.
- 4:46Speaker 2: No, he would not. So I'll tell you all about that.
- 4:48Speaker 1: We're also going to explain this crazy spy story about,
- 4:53Speaker 1: you know, Jensen Wong, the CEO of NVIDIA, potentially having
- 4:57Speaker 1: a relationship of some sort. A lot of reading between
- 5:00Speaker 1: the lines in this New York Times report with someone
- 5:02Speaker 1: connected to Chinese intelligence.
- 5:04Speaker 2: So a wild story there.
- 5:06Speaker 1: So, Ben, regardless of what happens in the midterms, it
- 5:09Speaker 1: does seem like Trump is just hell-bent on going right
- 5:11Speaker 1: back to war with Iran.
- 5:12Speaker 2: Netanyahu, as I mentioned, is pushing for more strikes. Surprise, surprise.
- 5:16Speaker 1: That would help him consolidate his control over the government
- 5:21Speaker 1: at a moment when he is facing this acute threat
- 5:24Speaker 1: from Gadi Eisenkot and the opposition. It could impact the
- 5:28Speaker 1: government formation process. We'll talk about all that in a minute.
- 5:31Speaker 1: On Monday, Trump told Axios, one way or the other,
- 5:33Speaker 1: we will do something, but there is no rush. We
- 5:35Speaker 1: crippled them financially. They have no money, no gasoline, and
- 5:37Speaker 1: their people are getting very tired of it. Now we're
- 5:40Speaker 1: going to play you guys a selection of some of
- 5:42Speaker 1: the things Trump has said recently about Iran that kind
- 5:46Speaker 1: of range from him downplaying the war to threatening a massacre.
- 5:50Speaker 2: So let's listen to that. But I guess a lot
- 5:52Speaker 2: of the base Republicans, you hear them saying they're angry
- 5:56Speaker 2: because they thought you were going to be the no
- 5:58Speaker 2: wars president. Well, I haven't had.
- 6:04Speaker 6: Much of a war, if you think about it.
- 6:06Speaker 5: I mean, what's a war? A war is fighting. Take
- 6:09Speaker 5: a look at World War I, World War II, these were.
- 6:13Speaker 6: When was the last time you saw us fighting with him?
- 6:15Speaker 6: The only reason we're not finished with Iran is I
- 6:18Speaker 6: want to be nice. I want to try and save
- 6:20Speaker 6: all those lives if I can. And they're sitting there
- 6:23Speaker 6: with a very bad, but at some point we're going
- 6:25Speaker 6: to have to.
- 6:26Speaker 5: Give them the hammer. We might have to go after pickaxe,
- 6:29Speaker 5: but that's not a big deal. We can do it
- 6:31Speaker 5: in literally, we can do that in one hour. Okay.
- 6:36Speaker 2: Mr.
- 6:36Speaker 7: President, we know we had to take this little detour
- 6:40Speaker 7: because Iran could not have a nuclear weapon.
- 6:42Speaker 5: Yep, we had to do it. But after the election-
- 6:44Speaker 5: And it's been totally successful.
- 6:45Speaker 2: By the way. Yes, sir.
- 6:47Speaker 7: It's been one of the greatest victories of this administration.
- 6:50Speaker 7: But what's going to happen after the election day, after today?
- 6:53Speaker 7: What's the next moment?
- 6:54Speaker 5: Well, we'll see. Look, I'm not looking to kill lots
- 6:58Speaker 5: of people, but if we have to, we'll have to.
- 7:01Speaker 1: Like I always say, a war is fighting. Very incisive, sir.
- 7:04Speaker 1: By the way, for what it's worth, I'm pretty sure-
- 7:06Speaker 1: The U.S. bombed the Iranians last night, so there has
- 7:08Speaker 1: been fighting. The Wall Street Journal reported that J.D. Vance
- 7:11Speaker 1: sent a letter to a top Iranian hardliner who once
- 7:14Speaker 1: served as commander of the IRGC in its effort to
- 7:16Speaker 1: revive talks.
- 7:17Speaker 2: Vance and Wyckoff reportedly.
- 7:18Speaker 1: Steve Wyckoff, the dumbass golf buddy turned emissary, they reportedly
- 7:22Speaker 1: want to make a deal. A bunch of news outlets
- 7:24Speaker 1: have reported that Scott Besson, Marco Rubio, and CIA director
- 7:27Speaker 1: John Ratcliffe are kind of in like the stay of
- 7:29Speaker 1: the course, keep the economic pressure on camp. But then
- 7:32Speaker 1: we got dumbass fucking secretary of Pound and Beer's Pete Hegsath,
- 7:36Speaker 1: who wants to resume the war. It seems like Trump
- 7:39Speaker 1: might be leaning that direction because it's gone so well
- 7:41Speaker 1: so far, Ben. Just for the record, Iran attacked 35
- 7:44Speaker 1: ships in the Strait of Hormuz in October alone. Sustaining
- 7:48Speaker 1: the escort mission where the U.S. Navy has been protecting
- 7:51Speaker 1: these ships requires 50,000 U.S. troops in the region, 20
- 7:54Speaker 1: Navy ships, two carrier strike groups, and an extra $ 2
- 7:57Speaker 1: to $ 3 billion a month above normal spending.
- 7:59Speaker 2: That's per the Wall Street Journal.
- 8:01Speaker 1: And then finally, Tucker Carlson flipped, like, everybody on Twitter
- 8:05Speaker 1: out this week by reporting that Trump might quote, uh,
- 8:09Speaker 1: maybe within days of launching a nuclear strike on Iran.
- 8:11Speaker 1: And then Netanyahu was pushing to do it. Uh, that
- 8:14Speaker 1: strikes me as a bit unlikely, but, uh, Trump is
- 8:16Speaker 1: a crazy person.
- 8:16Speaker 2: So we don't know.
- 8:17Speaker 1: And again, there were these like limited strikes on Kesham
- 8:19Speaker 1: Island last night and, uh, or Monday night or Tuesday night,
- 8:23Speaker 1: whatever that, whatever day it is Monday night. Uh, and
- 8:25Speaker 1: there have apparently been strikes, uh, between the U S
- 8:28Speaker 1: and Iran for like the last week. So there are
- 8:30Speaker 1: things that are just kind of ramping back up slowly,
- 8:32Speaker 1: but just in the quietly, uh, The head of CENTCOM
- 8:35Speaker 1: was at the White House last week to brief Trump
- 8:37Speaker 1: on military options. Ben, there's so many little pieces here
- 8:41Speaker 1: that just seem like this is a foregone conclusion, but
- 8:43Speaker 1: I don't know.
- 8:43Speaker 2: What are you watching for?
- 8:45Speaker 4: So I got to do the best nerd prep for
- 8:48Speaker 4: this show. Tommy, I mentioned to you before coming on
- 8:50Speaker 4: that I had dinner tonight with the entire Middle East
- 8:52Speaker 4: team for the International Crisis Group, which includes two of
- 8:55Speaker 4: the smartest Iran analysts out there.
- 8:57Speaker 2: Should have just recorded the dinner.
- 8:59Speaker 3: I should have, man.
- 9:01Speaker 4: So, and yeah, I think the mood music, you know,
- 9:05Speaker 4: out here is like a certain sense of grim inevitability
- 9:09Speaker 4: about this.
- 9:10Speaker 3: And they're different pieces. First, I just want to say
- 9:12Speaker 3: one thing.
- 9:13Speaker 4: On those clips, if you couldn't watch it, one of
- 9:17Speaker 4: those times where he talks about he may have to
- 9:18Speaker 4: kill people and bring the hammer down, there's like a,
- 9:20Speaker 4: a three-year-old boy right behind Trump on his father's shoulders.
- 9:24Speaker 4: That's really nice that that child got to experience that
- 9:27Speaker 4: wholesome moment there with his dad. But I will say,
- 9:30Speaker 4: all right, so what's going on in the negotiations? You
- 9:33Speaker 4: have Qatar basically going back and forth to Tehran trying
- 9:38Speaker 4: to negotiate something. That doesn't feel to me like the U.S.
- 9:42Speaker 4: actually negotiating with Iran. That feels like Qatar trying to
- 9:44Speaker 4: furiously avert an escalation because they know that they might
- 9:47Speaker 4: get hit as part of an escalation. And so I
- 9:50Speaker 4: don't really see, okay, Cutter, you know, trying their best.
- 9:54Speaker 3: I'm glad they're doing it.
- 9:55Speaker 5: J.D.
- 9:55Speaker 4: Vance sending a letter. Like this does not feel to
- 9:58Speaker 4: me like some, you know, we're on the same page.
- 10:00Speaker 4: the doorstep of an historic breakthrough here. I mean, I
- 10:03Speaker 4: pray I'm wrong. Like nothing would be better than if
- 10:06Speaker 4: the Qataris pull a rabbit out of a hat and
- 10:07Speaker 4: comes out in two days and the war's over.
- 10:10Speaker 3: But it just doesn't feel that way.
- 10:11Speaker 4: And especially given the Iranians have been bombed twice and
- 10:14Speaker 4: kind of more advanced talks in the past where, um,
- 10:17Speaker 4: literally the Iranian negotiators the last time around were killed
- 10:19Speaker 4: in the middle of this talk. So I don't see
- 10:21Speaker 4: a lot of, I don't know, prospects for an imminent
- 10:24Speaker 4: breakthrough at the negotiating table. Then you see all this
- 10:28Speaker 4: rhetoric anticipating escalation.
- 10:31Speaker 3: You see the U.S.
- 10:32Speaker 4: Kind of doing some of the things to prepare the ground,
- 10:35Speaker 4: including perhaps some of these one-off strikes that we've seen
- 10:38Speaker 4: the last couple of days. Then you see Israeli politics,
- 10:42Speaker 4: which we can get into, but it's obvious that an
- 10:45Speaker 4: escalation in.
- 10:46Speaker 3: Iran would help Bibi Netanyahu politically.
- 10:49Speaker 4: It would just take the emphasis off of the coalition
- 10:53Speaker 4: formation and make it a kind of unity moment.
- 10:56Speaker 3: And we need Bibi, the strong leader, to stand up
- 10:59Speaker 3: to Iran.
- 10:59Speaker 4: I mean, it's a crazy way of thinking, but that's
- 11:01Speaker 4: what his political interests have always been, perpetuate war to
- 11:04Speaker 4: stay in power. And I think that the feeling here
- 11:08Speaker 4: is that the Iranians are quite prepared to escalate too,
- 11:12Speaker 4: that they've spent a lot of time figuring out how
- 11:15Speaker 4: they could impose an even bigger cost on the Gulf
- 11:18Speaker 4: countries in particular, but perhaps Israel as well. Each time around,
- 11:23Speaker 4: you know, they've come back with a different type of
- 11:24Speaker 4: wave of escalation. So what's concerning to me is, and
- 11:27Speaker 4: then we should say we have Chris Murphy, who tragically,
- 11:30Speaker 4: you know, hopefully he's okay. You probably saw the news
- 11:34Speaker 4: of people listening that he had a stroke. You hear
- 11:36Speaker 4: Chris Murphy out there saying he'd been briefed on what
- 11:38Speaker 4: the war plan was, and it was crazy.
- 11:39Speaker 3: It was insane, I think, was his.
- 11:40Speaker 2: Why don't we throw to that clip, actually? Why don't
- 11:42Speaker 2: we play that? Yeah, Chris Murphy had a stroke.
- 11:44Speaker 1: He's like at his kid's hockey game, and all of
- 11:46Speaker 1: a sudden he's feeling something.
- 11:47Speaker 2: So, you know, everyone.
- 11:48Speaker 1: Just— we love the guy personally.
- 11:51Speaker 3: Love that guy. Talk about a Pazza of the World guy, yeah.
- 11:53Speaker 2: Yeah, for sure.
- 11:54Speaker 1: He'd probably been on the show more than any U.S. senator,
- 11:56Speaker 1: and just like an awesome guy, you know, privately and publicly.
- 11:59Speaker 1: But yeah, here's that clip that Ben was mentioning.
- 12:01Speaker 8: In one of these briefings, we did get the chance
- 12:03Speaker 8: to have a fairly detailed conversation about what the war
- 12:07Speaker 8: plan would be if we restarted military operations. You've heard
- 12:12Speaker 8: a preview that it would be a short-duration plan. I
- 12:17Speaker 8: will just say this. Their plan is insane. It won't...
- 12:24Speaker 8: It won't... It will lead to devastating escalation and the likely.
- 12:35Speaker 8: Destruction of our commitment to the rule of law.
- 12:38Speaker 2: I mean, that is a stark warning.
- 12:39Speaker 1: The commitment to the rule of law part, like I'm
- 12:41Speaker 1: not even sure what he's getting at there, like suggesting
- 12:44Speaker 1: there might be war crimes. I mean, then the one
- 12:46Speaker 1: thing I wanted to flag is that I think Democrats
- 12:47Speaker 1: have an opportunity in early December to block a funding
- 12:52Speaker 1: vote on a continuing resolution to keep the government open.
- 12:55Speaker 1: I think they should fight tooth and nail to make
- 12:57Speaker 1: sure that no money goes towards continuing this illegal war.
- 13:00Speaker 1: I mean, that should be like kind of table stakes here.
- 13:03Speaker 2: They should.
- 13:03Speaker 4: I mean, especially if the election results seems to validate
- 13:06Speaker 4: the public wants to know part of this war. And
- 13:08Speaker 4: I think what he's getting at, like, it's hard to
- 13:10Speaker 4: guess at what the military plan is. It seems like
- 13:13Speaker 4: what Murphy's alluding to is the massive bombardment of civilian
- 13:17Speaker 4: infrastructure that the administration was kind of toying with before.
- 13:21Speaker 4: And we know that because Trump used out loud about
- 13:23Speaker 4: blowing up bridges and power plants, which.
- 13:25Speaker 3: Would be war crimes.
- 13:27Speaker 4: And I think what people should recognize what's so crazy
- 13:29Speaker 4: about their plan is that Sure, in their minds, it
- 13:33Speaker 4: might be like, oh, it's four days of airstrikes on
- 13:35Speaker 4: all this civilian infrastructure.
- 13:36Speaker 2: Well, yeah.
- 13:37Speaker 4: And then there's like a whole wave of Iranian reprisals
- 13:40Speaker 4: that could light the entire region on fire again, further
- 13:44Speaker 4: cripple the global economy, somehow precipitate another American response.
- 13:50Speaker 3: I mean, we've lived this in the Iran war before.
- 13:52Speaker 4: They have not learned the lesson that Iran is capable
- 13:54Speaker 4: of retaliation here. I will say the Tucker Carlson thing,
- 13:58Speaker 4: Because nuking Pickaxe Mountain would obviously be the most extreme
- 14:01Speaker 4: war crime that you can engage in. It's strange to
- 14:04Speaker 4: even talk about it. Tucker Carlson does talk to people
- 14:07Speaker 4: inside the administration. You've heard, like I've heard these kinds
- 14:11Speaker 4: of rumors before too about Pickaxe Mountain.
- 14:13Speaker 3: I never know. It's always like second or third hand.
- 14:15Speaker 3: So what do I know?
- 14:16Speaker 1: But also Tucker has been concerned about Trump nuking Iran
- 14:19Speaker 1: since the very beginning, just for what it's worth.
- 14:20Speaker 4: And I will say, Tommy, like I'm reading this and
- 14:23Speaker 4: I'm like, oh shit, like maybe this is plausible. And
- 14:26Speaker 4: then he's like, and Barack Obama opposes the deal with Iran.
- 14:28Speaker 4: I'm like, what would Tucker Carlson knows? Like, I'm pretty
- 14:33Speaker 4: certain that Barack Obama is not being consulted about the
- 14:37Speaker 4: negotiations and weighing in on them. So that made me
- 14:41Speaker 4: think that there was less credibility to the entire rant,
- 14:43Speaker 4: but that's the far end. And I just want to
- 14:47Speaker 4: say this because I can't believe we even have to,
- 14:50Speaker 4: but like, I would hope that the U S military
- 14:52Speaker 4: wouldn't do that. Um, If somehow they did, I hate
- 14:58Speaker 4: that I'm saying this already because we might have to
- 15:00Speaker 4: look through two years of this.
- 15:02Speaker 3: They should just impeach.
- 15:03Speaker 2: Him if he does that.
- 15:04Speaker 4: We shouldn't even have to say that, but.
- 15:09Speaker 3: It's out there.
- 15:10Speaker 4: But look, I think the most likely thing, unfortunately, is
- 15:13Speaker 4: Murphy's scenario of a civilian infrastructure bombardment, an Iranian wave
- 15:17Speaker 4: of escalation and return, and then we're right back where
- 15:20Speaker 4: we were at the height.
- 15:21Speaker 5: Of the war.
- 15:21Speaker 1: Yeah, it is not a righteous or just thing to
- 15:24Speaker 1: nuke a country to prevent them from doing nuclear research.
- 15:27Speaker 1: That's just an insane bit of logic to talk yourself into.
- 15:31Speaker 1: There's also reports, though, that Trump is considering dropping the
- 15:33Speaker 1: mother of all bombs on Pickaxe Mountain, which is a 21,000-pound bomb, which, you.
- 15:39Speaker 2: Know, I talk about this with the guys on PSA.
- 15:41Speaker 1: I mean, it's sort of like the perfect Trump thing
- 15:42Speaker 1: because it sounds impressive, but it will do absolutely nothing strategically.
- 15:47Speaker 1: It would just be like dropping a whole bunch of
- 15:49Speaker 1: bombs at once.
- 15:49Speaker 2: Like, great.
- 15:50Speaker 1: The problem is that all this stuff is underground, like
- 15:52Speaker 1: buried into like, you know, rock. And that's the challenge
- 15:56Speaker 1: is you need some sort of missile that can penetrate
- 15:57Speaker 1: deep into that. And when Trump bombed the other nuclear
- 16:01Speaker 1: facilities in the midnight hammer strike, those massive ordnance penetrator
- 16:06Speaker 1: bombs were able to go through a ventilation shaft. It's
- 16:08Speaker 1: kind of like get to the area where they needed
- 16:10Speaker 1: to be. There's no indication that we've heard, Ben, that
- 16:12Speaker 1: there is some sort of similar opportunity at Pickaxe Mountain.
- 16:17Speaker 2: On that intelligence of the New York Times, here's the report.
- 16:19Speaker 1: Israel has shared intelligence with the United States asserting that
- 16:22Speaker 1: Iran is considering the use of chemical weapons against its adversaries.
- 16:25Speaker 1: Information met with alarm by some American officials and deep
- 16:27Speaker 1: skepticism by others, according to U.S.
- 16:29Speaker 2: And regional officials.
- 16:31Speaker 1: Some American officials see the Israeli intelligence as part of
- 16:33Speaker 1: a pressure campaign by Prime Minister Bibi Netanyahu's government to
- 16:36Speaker 1: persuade the Trump administration to return to major combat operations
- 16:39Speaker 1: against Iran. It's worth noting that Saddam Hussein actually used
- 16:42Speaker 1: chemical weapons against the Iranians. So there's a pretty painful
- 16:45Speaker 1: history there. You know, the story also noted that CENTCOM
- 16:48Speaker 1: has a plan to strike Iran beginning as early as Wednesday.
- 16:53Speaker 2: So, you know, that's wonderful.
- 16:55Speaker 4: Yeah, look, whenever I hear Israeli intelligence passed on to
- 16:59Speaker 4: the United States, I immediately become skeptical because we've seen
- 17:04Speaker 4: this kind of repeated effort to goad the United States
- 17:06Speaker 4: into doing something.
- 17:08Speaker 3: I also, again, like I.
- 17:11Speaker 3: Why would the Iranians do that? Because it would clearly
- 17:14Speaker 3: invite like a massive.
- 17:18Speaker 4: And they have all manner of other ways to escalate
- 17:21Speaker 4: to increase the cost to the United States, the global economy,
- 17:25Speaker 4: to Gulf Arab countries, potentially to Israel itself.
- 17:29Speaker 3: That just doesn't seem that feasible to me.
- 17:34Speaker 4: But at the same time, I guess like I hate
- 17:37Speaker 4: to be an armchair psychologist to Tommy. I'm curious what
- 17:39Speaker 4: you think about this. It does feel to me, though,
- 17:42Speaker 4: like if Trump loses this midterm election and he loses
- 17:46Speaker 4: it potentially handily. Will his psychology compel him to kind
- 17:50Speaker 4: of change the story, show his strength, show that he
- 17:53Speaker 4: doesn't care that these voters didn't like my war? And unfortunately,
- 17:58Speaker 4: that kind of does add up to me that he
- 18:01Speaker 4: will not, particularly if it's a very decisive result against him.
- 18:05Speaker 4: He may want to do something this week just to
- 18:07Speaker 4: show he's still here, he's still in charge, he's still
- 18:09Speaker 4: the commander-in-chief of the military.
- 18:10Speaker 3: And that's kind of alarming, too.
- 18:12Speaker 2: Yeah, I worry about that a lot.
- 18:13Speaker 1: I mean, I think he's going to want to change
- 18:14Speaker 1: the narrative no matter what from a loss to something else.
- 18:17Speaker 1: There's probably no more kind of plug-and-play method than bombing someone,
- 18:22Speaker 1: hopefully without the nuke, without using a nuke.
- 18:25Speaker 2: I also think.
- 18:25Speaker 1: That he's just— his actions, including his Monday press conference at
- 18:31Speaker 1: the Reflecting Pool where he talked about renovations for an
- 18:34Speaker 1: hour— suggests that he doesn't give a shit about politics, really.
- 18:37Speaker 1: And he's concerned about himself making money for his family
- 18:41Speaker 1: and literally burnishing his legacy, including like building monuments to himself,
- 18:46Speaker 1: gilding statues, et cetera. So he is certainly going to
- 18:49Speaker 1: want to be seen as a guy who completed the
- 18:51Speaker 1: war with Iran, whether or not that is possible and
- 18:54Speaker 1: a good idea. So I think it's almost certain that
- 18:56Speaker 1: he's going to resume fighting and probably just not really
- 18:59Speaker 1: care about like gas prices or what it means for J.D.
- 19:02Speaker 2: Vance's political future. He doesn't give a shit about J.D.
- 19:05Speaker 5: Vance.
- 19:05Speaker 4: Yeah, we seem to be entering like late stage autocrat,
- 19:08Speaker 4: both in terms of like, you know, he's going to
- 19:10Speaker 4: be a lame duck and in terms of just his age.
- 19:12Speaker 2: Yeah.
- 19:14Speaker 4: And also like on some level, despite what he says
- 19:19Speaker 4: in all those interviews, he's got to know that he's
- 19:24Speaker 4: headed towards electoral defeat because of Iran, you know, because
- 19:29Speaker 4: The Iranians basically beat him in this war and raised
- 19:31Speaker 4: gas prices. And he may, in the same way that
- 19:35Speaker 4: he wants to punish James Comey, for reasons I still
- 19:38Speaker 4: don't quite understand, he may want to punish them. And
- 19:41Speaker 4: that's a really scary thing to think about, that that's
- 19:44Speaker 4: probably true. That's not even just like you know, a
- 19:46Speaker 4: wild theory. Because that's not the mentality you want of
- 19:49Speaker 4: the President of the United States for the next two years.
- 19:51Speaker 1: No, yeah, the enemy's list is like that Olympic rower, Iran,
- 19:55Speaker 1: and then Comey for the seashells.
- 19:58Speaker 3: Obama for the Cheesecake Factory. Yeah, Obama.
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- 22:48Speaker 2: Let's talk about Israel.
- 22:49Speaker 1: Ben and I recorded an episode up on Friday that's
- 22:52Speaker 1: up on the Pod Save the World YouTube page where
- 22:54Speaker 1: we dug into like kind of the range of government
- 22:56Speaker 1: formation options going forward. We also kind of dug into
- 22:59Speaker 1: like the Arab parties, who they are, their backgrounds, et cetera,
- 23:04Speaker 1: and why they were so successful last week.
- 23:07Speaker 2: So check that out if you want more.
- 23:08Speaker 1: And also please subscribe to Pod Save the World on
- 23:10Speaker 1: YouTube because we usually do breaking news episodes there.
- 23:14Speaker 2: It's free, by the way.
- 23:15Speaker 1: And when you subscribe, when you like the episodes, when
- 23:18Speaker 1: you share the episodes, it really does help us grow
- 23:20Speaker 1: the show and get it in front of more people.
- 23:21Speaker 1: So we'd really appreciate it if you would just subscribe
- 23:24Speaker 1: to Pod Save the World on YouTube and just like
- 23:25Speaker 1: and share and do all the things. But you can
- 23:28Speaker 1: also listen on the podcast and just to kind of
- 23:30Speaker 1: catch people up on.
- 23:31Speaker 2: Where we are.
- 23:32Speaker 1: So post-election, Netanyahu's party, The Likud got 27 seats, and
- 23:36Speaker 1: then Netanyahu's coalition got 53 seats. That's all the parties
- 23:40Speaker 1: that aligned with Netanyahu. The opposition bloc that's led by
- 23:43Speaker 1: the former IDF chief of staff, Gadi Eisenkot, got 48 seats,
- 23:47Speaker 1: which was a disappointment.
- 23:49Speaker 2: And then his party, Yashar, got 21 seats, also a disappointment.
- 23:52Speaker 1: So the real big story from this election was the
- 23:55Speaker 1: Arab parties had huge turnout. They got 19 seats that
- 23:58Speaker 1: divided up between two blocs. There's the Joint List Coalition,
- 24:01Speaker 1: and then there's Rahm. So what happens now is the
- 24:04Speaker 1: president of Israel, Isaac Hertog, he meets with representatives from
- 24:08Speaker 1: all the 11 parties that cleared the threshold to get
- 24:10Speaker 1: a seat in the Knesset. He will then tap the
- 24:13Speaker 1: leader of one of those coalitions, presumably Eisenkot, to form
- 24:16Speaker 1: a government. Eisenkot would get about a month to try
- 24:20Speaker 1: and form a government. He can go back to the
- 24:22Speaker 1: president and get a 14-day extension. But if that doesn't
- 24:24Speaker 1: work out, then the other team gets a shot, presumably Netanyahu.
- 24:29Speaker 1: And then if there's no government formed within 100 days,
- 24:32Speaker 1: they call new elections, which would suck because Netanyahu stays
- 24:35Speaker 1: in charge the whole time. And it will probably benefit
- 24:37Speaker 1: him politically to have another election. So since we recorded
- 24:42Speaker 1: that thing on Friday, the Pod Save the World episode
- 24:45Speaker 1: on YouTube on Friday, all the opposition parties have said
- 24:48Speaker 1: that they back Eisenhower, which is good. He is also
- 24:51Speaker 1: named a negotiating team to begin the talks. And then
- 24:54Speaker 1: I saw this morning, Ben, that one of the parties
- 24:56Speaker 1: in Netanyahu's bloc, it's an ultra-Orthodox party that I think
- 24:59Speaker 1: has seven seats, the United Torah Judaism Party, said they
- 25:02Speaker 1: are currently not going to recommend Netanyahu to Herzog.
- 25:05Speaker 2: So he has a little less support.
- 25:08Speaker 1: Now, during the campaign, Eisenkot said he would not go
- 25:10Speaker 1: into coalition with Arab parties. Then on Saturday, he seemed
- 25:13Speaker 1: to change his mind a bit on that. He released
- 25:16Speaker 1: a statement that included four principles. A couple of them
- 25:19Speaker 1: were recognition of Israel as a Jewish state, mandatory service
- 25:23Speaker 1: for all Israelis, and then recognition of Hamas as a
- 25:25Speaker 1: terrorist group. And then he said, quote, every Knesset member
- 25:28Speaker 1: who is willing to sign on to these principles as
- 25:30Speaker 1: a potential partner on the path to establishing a new
- 25:32Speaker 1: and better government for Israel, the door of.
- 25:34Speaker 2: The government we will form will be open.
- 25:36Speaker 1: To every public representative who accepts these principles and is
- 25:38Speaker 1: ready to rise to the occasion. So Ben, that sure
- 25:42Speaker 1: sounds like he is trying to like open up a
- 25:44Speaker 1: path towards forging a coalition in some form or fashion
- 25:47Speaker 1: with the Arabs parties. It's a little more complicated than that.
- 25:50Speaker 1: But it's, you know, a positive development since we talked last.
- 25:54Speaker 2: Yeah, it is.
- 25:55Speaker 4: And it's good for Eisenkot signaling that openness. I heard,
- 26:01Speaker 4: I talked to the Israel analyst tonight, and there's kind
- 26:05Speaker 4: of an optimistic view, and then there's a pessimistic view, right?
- 26:08Speaker 4: And so the optimistic view is Eisenkot has opened up
- 26:10Speaker 4: this door that, you know, it could be difficult, but
- 26:14Speaker 4: he could either put together some coalition or perhaps peeling
- 26:18Speaker 4: off one of the smaller parties from the Netanyahu bloc
- 26:20Speaker 4: and then bringing in some of these Arab parties. Or
- 26:23Speaker 4: he could form a minority government where maybe the Arab
- 26:28Speaker 4: parties are not fully a part of his coalition, they're
- 26:30Speaker 4: not running ministries and stuff, but they agree to vote
- 26:33Speaker 4: with him on enough things that he can have a
- 26:36Speaker 4: government that survives for some period of time. And frankly,
- 26:40Speaker 4: that government will probably collapse at some point, but at
- 26:42Speaker 4: least gets Netanyahu out of there. And so the optimistic
- 26:45Speaker 4: scenario generally has some role for the Arab parties, unless
- 26:50Speaker 4: he can kind of find some other arithmetic. The pessimistic
- 26:54Speaker 4: scenario is you're already seeing cracks. Like when Eisenkot made
- 26:59Speaker 4: that statement, some people, even within his own party, were like,
- 27:03Speaker 4: I don't know about that. Avedor Lieberman, who's a bit
- 27:05Speaker 4: of a kingmaker, has his own party, has come out
- 27:08Speaker 4: and said, I don't really want to go in a coalition.
- 27:10Speaker 4: And he's been, Eisenkot Block has come out and been like,
- 27:11Speaker 4: I don't really want to be in the coalition with
- 27:13Speaker 4: the Arab parties. And so he may just not be
- 27:16Speaker 4: able to get, he may not be able to maintain
- 27:18Speaker 4: enough support to do anything with the Arab parties. Like
- 27:20Speaker 4: we don't know that yet. But this whole thing hinges
- 27:24Speaker 4: on how racist Israeli politics decides it will be. Because
- 27:27Speaker 4: the math is right there. Like if, you know, in
- 27:30Speaker 4: a country that didn't have like racial hangups, I mean,
- 27:33Speaker 4: I'm sorry, I don't know what else to say about
- 27:36Speaker 4: people that, refuse to enter a coalition with parties that
- 27:39Speaker 4: are Arab, that are clearly not going to be like
- 27:41Speaker 4: the decision makers on major issues anyway. They're going to
- 27:44Speaker 4: be a small part of the coalition. But so that's
- 27:46Speaker 4: kind of where we are. And in that pessimistic scenario,
- 27:51Speaker 4: what happens is Eisenkot just starts to lose control of
- 27:55Speaker 4: the negotiation. And a lot of people validated a point
- 27:57Speaker 4: you made, Tommy, which is he's a general, like he
- 28:00Speaker 4: doesn't know how to do backroom smoke-filled room political horse trading.
- 28:04Speaker 3: Netanyahu's been doing this for 30 years.
- 28:07Speaker 4: This is the first time this guy's been in discussions
- 28:10Speaker 4: like this. So the pessimistic scenario is he kind of
- 28:12Speaker 4: loses control. Some people don't want to go in with
- 28:14Speaker 4: the Arabs. The Arab party started to get, obviously, a
- 28:17Speaker 4: bit put out by that. And there's Netanyahu sitting there.
- 28:20Speaker 4: He's still the caretaker prime minister. And we're either headed
- 28:22Speaker 4: towards another election or somehow Netanyahu kind of creates some
- 28:27Speaker 4: unity government that allows him to preserve his standing.
- 28:29Speaker 3: And this gets to the Iran war point because.
- 28:32Speaker 4: If there's a major escalation of the war in Iran
- 28:35Speaker 4: and there's Iranian missiles coming into, you know, Israel and
- 28:38Speaker 4: Israelis are being killed, like suddenly, you know, and then
- 28:41Speaker 4: I will come out and say, now is not the
- 28:42Speaker 4: time to be even thinking about politics. You know, we
- 28:46Speaker 4: must all unify right now and look at me. I'm
- 28:48Speaker 4: out in front and maybe I'll have the other guys
- 28:51Speaker 4: stand behind me and, you know, just kick the can
- 28:54Speaker 4: and create the appearance of crisis and unity and all
- 28:57Speaker 4: the rest of it. I mean, this isn't like a
- 28:59Speaker 4: hypothetical because we've seen this guy do that before, like
- 29:02Speaker 4: time and again, you know? And so that's why I
- 29:04Speaker 4: think he has every interest to be, you know, in
- 29:07Speaker 4: a craven way. You know, war is not a reason
- 29:09Speaker 4: for you to, you know, anyone to stay in office.
- 29:11Speaker 4: It's a horrible way to stay in office. But like,
- 29:13Speaker 4: I would be shocked if he wasn't really pushing Trump
- 29:16Speaker 4: hard to do something here.
- 29:17Speaker 1: Yeah, I mean, just like Arab parties aren't monolithic. Within
- 29:19Speaker 1: the joint list, there's three different parties. One of them
- 29:22Speaker 1: is kind of like a hardline Palestinian nationalist party that
- 29:25Speaker 1: has some genuinely problematic members and views, right? Like So
- 29:28Speaker 1: I can understand why I think I wouldn't want to
- 29:30Speaker 1: go into coalition with them. But what we're probably talking
- 29:33Speaker 1: about is a handful of these Arab parties that are
- 29:36Speaker 1: more pragmatic and have been in government before voting to
- 29:40Speaker 1: be joining, like officially joining the coalition. And then others,
- 29:43Speaker 1: members of other Arab parties abstaining from the vote and
- 29:46Speaker 1: forming a minority government that is fragile, like you said,
- 29:50Speaker 1: will likely collapse, you know, when like kind of major
- 29:53Speaker 1: issues come to the fore in the Knesset, but would
- 29:55Speaker 1: get rid of Netanyahu. What makes this impossible, the arithmetic
- 29:59Speaker 1: is so hard, the game theory is so hard, because
- 30:02Speaker 1: you have people like Avigdor Lieberman who controls a pretty
- 30:04Speaker 1: important block within the opposition. He has said he won't
- 30:08Speaker 1: go into coalition with Arab parties. He also won't go
- 30:10Speaker 1: into coalition with the ultra-Orthodox, nor will he go into
- 30:13Speaker 1: coalition with Netanyahu.
- 30:14Speaker 2: So it's like, dude, what are you doing here? It's
- 30:17Speaker 2: quite confusing.
- 30:18Speaker 1: And then Netanyahu is obviously stoking this fire. He said
- 30:22Speaker 1: on Monday, the public in Israel does not want a
- 30:25Speaker 1: government that depends on Rahm and the joint list parties
- 30:27Speaker 1: that support terrorism, reject the existence of the Jewish state. Right.
- 30:30Speaker 1: So he's trying to make this, you know, about terror
- 30:33Speaker 1: and et cetera. And so, you know, the question is,
- 30:37Speaker 1: is there a creative idea out there? Anshul Pfeiffer at
- 30:42Speaker 1: The Economist or Pfeffer, we can't, we don't know. Sorry, Anshul,
- 30:45Speaker 1: you're a great reporter, pointed out that only the prime
- 30:49Speaker 1: minister is required to be a member of the Knesset.
- 30:51Speaker 1: So he could actually, Eisenhower could put forward like a
- 30:53Speaker 1: fully technocratic government with like experienced professionals who were not
- 30:57Speaker 1: political in any way to kind of take control of
- 30:59Speaker 1: the ministries. And maybe that could be a way to
- 31:02Speaker 1: make everyone feel good.
- 31:03Speaker 2: Who knows, Ben? Did you see this though?
- 31:06Speaker 1: Earlier this morning, President Trump decided to make a surprising
- 31:10Speaker 1: announcement about the U.S.
- 31:11Speaker 2: Relationship with Israel. Let's watch this.
- 31:14Speaker 5: Now, as far as paying Israel, Nabi Netanyahu and I
- 31:17Speaker 5: have made a deal. that we give Israel $ 4 billion
- 31:20Speaker 5: a year, and we made a deal months ago that
- 31:23Speaker 5: we're stopping, and they're fine with it, because they've become
- 31:28Speaker 5: a very successful country. They don't need it. And we
- 31:31Speaker 5: won't be paying any more Israel. So it's just a
- 31:34Speaker 5: wasted thing, because we've already agreed that by the end
- 31:38Speaker 5: of this year, we won't be paying Israel. Now, we'll
- 31:40Speaker 5: help Israel if they need it. You know, they've been
- 31:42Speaker 5: a great ally, and we've been the greatest of all
- 31:44Speaker 5: allies to many, many countries. We've been great to many countries.
- 31:47Speaker 2: So, Mr.
- 31:47Speaker 1: President, you're saying you're not giving them $ 4 billion worth
- 31:50Speaker 1: of weapons?
- 31:51Speaker 5: We have total control, Brian. We have total control of
- 31:54Speaker 5: the harmless trade. I'm at 99% approval rating in Israel.
- 31:57Speaker 5: Can you believe it? In fact, if people ever got
- 32:00Speaker 5: tired of me in the U.S., I'll move to Israel
- 32:02Speaker 5: and become prime minister.
- 32:03Speaker 2: We're tired of you, sir. Please move. The U.S. provides
- 32:06Speaker 2: Israel with about $ 4 billion a year.
- 32:08Speaker 1: But of course, we provided tens of billions more since
- 32:11Speaker 1: October 7th throughout the Iran war. The current agreement that
- 32:18Speaker 1: stems from the Obama administration that governs how much aid
- 32:21Speaker 1: goes to Israel expires in 2028. So Trump is kind
- 32:24Speaker 1: of like moving that expiration date up a couple of years.
- 32:27Speaker 1: That aid is significant for the Israelis. I think it's
- 32:30Speaker 1: 8% of the Israeli defense budget. But Ben, I was
- 32:34Speaker 1: just like, a surprising thing to do in kind of
- 32:37Speaker 1: a random, like, throwaway Fox & Friends Election Day interview?
- 32:40Speaker 2: What did you make of this?
- 32:41Speaker 4: Well, first of all, weird to do it, if he
- 32:44Speaker 4: was going to do it, given how unpopular aid to
- 32:45Speaker 4: Israel is, just politically, I know I didn't do it
- 32:48Speaker 4: a week ago. That said, they've been preparing the ground
- 32:52Speaker 4: for this for a while. You know who's a big
- 32:54Speaker 4: proponent of this idea? Lindsey Graham, who was, like, about
- 32:56Speaker 4: as hardcore pro-Israel as there is. What this is about, right, is,
- 33:00Speaker 4: because aid matters, but, and we should say, I... And
- 33:05Speaker 4: I have a piece out if people want to check
- 33:06Speaker 4: out New York Review books about Gaza, which I go
- 33:08Speaker 4: through all this. But I think that Obama era MOU
- 33:11Speaker 4: was wrong, you know, like just to point the finger
- 33:14Speaker 4: at our administration. We had just been through a bruising
- 33:16Speaker 4: battle over the Iran deal. And it was kind of
- 33:18Speaker 4: a way to shore up support from senators who were worried.
- 33:21Speaker 4: And it was also kind of a continuation of obviously
- 33:23Speaker 4: giving them the assistance. Another $ 20 billion plus was provided
- 33:28Speaker 4: after October 7th. So they have been getting a lot
- 33:31Speaker 4: of money in recent years. All that said, they don't
- 33:34Speaker 4: really need the money. And this is important as you
- 33:37Speaker 4: watch the debate in the Democratic primary going forward.
- 33:39Speaker 3: The question to me is not just aid. Aid is absurd.
- 33:42Speaker 3: That's low-hanging fruit.
- 33:43Speaker 4: It's going to be easy for people to come out
- 33:45Speaker 4: and say, yeah, we should stop giving them aid. The
- 33:47Speaker 4: question is, do we provide them with all these weapons?
- 33:51Speaker 4: Do we provide them with 2,000-pound bombs that they might
- 33:54Speaker 4: drop on Palestinian refugee camps? Do we do technology transfers
- 33:58Speaker 4: to their military? Do we give them the most sophisticated
- 34:01Speaker 4: systems that we have? Like there's a provision in the
- 34:04Speaker 4: National Defense Authorization Act that would kind of create like
- 34:06Speaker 4: a joint venture in defense technology between the Pentagon and Israel.
- 34:10Speaker 4: I think the play here is going to be, okay,
- 34:14Speaker 4: now that we've taken the easiest thing for people to oppose,
- 34:19Speaker 4: aid away, we're actually going to up the sophistication of
- 34:23Speaker 4: the collaboration. The question is whether you sell these weapons
- 34:26Speaker 4: to Israel, whether you make these technology transfers to Israel.
- 34:30Speaker 4: So this, I think, is them trying to get ahead
- 34:32Speaker 4: of where they see the politics going in the United States.
- 34:38Speaker 3: But I think we should do that.
- 34:40Speaker 4: But it's not getting at the fundamental question of, like,
- 34:43Speaker 4: should we be providing this type of support to a
- 34:46Speaker 4: government that is committing war crimes?
- 34:47Speaker 2: Yeah, it's the U.S.
- 34:48Speaker 1: Policy that we help Israel maintain a qualitative military edge
- 34:52Speaker 1: over its, you know, competitors in the region. And so
- 34:55Speaker 1: will that continue to be the case? It's a very
- 34:57Speaker 1: good point, an important thing to watch. Final thing on this, Ben,
- 35:00Speaker 1: I mean, Netanyahu is alleging fraud. He's saying that the
- 35:04Speaker 1: Arab parties use foreign money from Qatar to steal the election.
- 35:07Speaker 2: It seems pretty specious. And then I saw that Haaretz.
- 35:11Speaker 1: Reported that the Likud, even before the election, was preparing
- 35:15Speaker 1: to accuse Arab parties of stealing the election if the
- 35:17Speaker 1: results show that Netanyahu lost. and that the Likud invested
- 35:21Speaker 1: a bunch of money in some scheme to monitor polling
- 35:23Speaker 1: places in Arab communities. They're also considering not certifying the election.
- 35:29Speaker 1: I think that was reported today. This would be unprecedented
- 35:32Speaker 1: in Israeli history. It's likely the courts would just overturn it. But,
- 35:36Speaker 1: you know, Trump and Netanyahu kind of run on the
- 35:38Speaker 1: same playbook.
- 35:39Speaker 3: The exact same playbook. I like that Qatar is like
- 35:40Speaker 3: the new George Soros.
- 35:43Speaker 4: Netanyahu used to claim this about George Soros, and now
- 35:46Speaker 4: he just says, Qatar, but no, I mean, these Arab parties,
- 35:49Speaker 4: like they're citizens of Israel, like they're allowed to vote.
- 35:52Speaker 4: He's basically calling the fact that citizens of Israel voted
- 35:56Speaker 4: in an election fraud. I mean, it's, it's, it's not
- 35:59Speaker 4: only like Trumpian and it's, you know, absurdity, it's also gross, uh,
- 36:03Speaker 4: because like he's suggesting that they should not have the
- 36:07Speaker 4: right to vote at all, essentially is what he's saying. Um,
- 36:10Speaker 4: and yeah, that gives you a bit of a window
- 36:12Speaker 4: into where, how far to the right Israeli politics has gone.
- 36:15Speaker 2: Yeah, it's nakedly racist.
- 36:17Speaker 1: Speaking of motley coalition meetings, Crooked Con is this weekend.
- 36:21Speaker 1: The official schedule is up on crookedcon.com. There's 25 sessions
- 36:26Speaker 1: on November 7th at the DC Convention Center. Stuff like
- 36:29Speaker 1: Pod Save the World Live with me, with Ben, with
- 36:32Speaker 1: Congressman Jason Crow and Congresswoman Yasemin Ansari. We're going to
- 36:35Speaker 1: talk about the Democratic Party's oversight priorities once.
- 36:38Speaker 2: We hopefully take back the House. Pray to God.
- 36:40Speaker 1: And we're recording this before the election. So You know, anyway,
- 36:44Speaker 1: I'm also going to be hosting a debate on U.S.-Israel policy.
- 36:47Speaker 1: There's tons of great speakers and panelists, Governor Josh Shapiro,
- 36:51Speaker 1: Senator Mark Kelly, Alyssa Slotkin, Wes Moore.
- 36:54Speaker 2: It's going to be amazing.
- 36:55Speaker 1: Today only, we're having a flash sale. $ 30 off your
- 36:58Speaker 1: CrookedCon ticket if you use the code CCMIDTERMS26. That's CCMIDTERMS26.
- 37:05Speaker 1: We'll put it in the episode description. Go to CrookedCon.com
- 37:09Speaker 1: for more information. Pod Save the World is brought to
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- 38:27Speaker 2: Pod Save the World is brought to you by Haya.
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- 39:52Speaker 2: support they deserve. All right, Ben, let's change gears here.
- 39:59Speaker 1: We want to talk about a massive crypto hack that
- 40:01Speaker 1: was essentially a bank heist to the tune of about $ 6. 3 billion,
- 40:06Speaker 1: which would be the largest in history. This hack was
- 40:09Speaker 1: of Binance, the world's largest crypto exchange. North Korea was
- 40:13Speaker 1: reportedly behind the hack. On Tuesday, Binance kind of walked
- 40:17Speaker 1: a bunch of reporters and put out a blog item
- 40:20Speaker 1: about how it all happened. So this hacking group is
- 40:23Speaker 1: called Trader Trader. So T-R-A-D-E-R, T-R-A-I-T-O-R, sort of glued together.
- 40:29Speaker 2: I don't know. Clever.
- 40:31Speaker 1: Someone pretending to be a project manager who was hiring
- 40:34Speaker 1: developers reached out to a Binance engineer in September. They
- 40:39Speaker 1: then put this engineer through two rounds of interviews, including
- 40:41Speaker 1: a live video call. Then they told him to download
- 40:45Speaker 1: an assignment on his work computer and Unfortunately, that assignment
- 40:49Speaker 1: contained malicious code that the hackers then used to compromise
- 40:53Speaker 1: that computer. And then they used the compromised computer and
- 40:57Speaker 1: an internal tool at Binance to take control of two
- 41:00Speaker 1: other computers that could deploy software internally. And then nine
- 41:03Speaker 1: days later, they gained access to a service at Binance
- 41:05Speaker 1: that allowed them to drain what are called hot wallets.
- 41:08Speaker 1: And then they drained those wallets over the course of
- 41:10Speaker 1: several hours and took billions of dollars. The New York
- 41:14Speaker 1: Times reported that the hacker's then move that stolen crypto
- 41:18Speaker 1: through like 12,000 wallets to try to trade it and
- 41:21Speaker 1: hide it and wash it through various ways and prevent
- 41:24Speaker 1: the funds from getting frozen. Binance said they were able
- 41:27Speaker 1: to intercept or freeze 2.85 billion of the 6.3. And
- 41:31Speaker 1: they also said they're going to make the rest of
- 41:34Speaker 1: anyone who was impacted whole. But this was probably the
- 41:38Speaker 1: single largest theft of anything ever. The previous record was
- 41:42Speaker 1: a $ 1. 5 billion hack in February of 2025 of an
- 41:47Speaker 1: exchange in Dubai. North Korea has stolen an estimated $ 7. 6
- 41:51Speaker 1: billion worth of crypto this year alone. This is per Elliptic,
- 41:56Speaker 1: a blockchain analytics firm. That is like a quarter of
- 41:59Speaker 1: their GDP. It's a massive amount of the country's wealth.
- 42:04Speaker 1: The blockchain analytics firm Chainalysis estimated that 89% of crypto
- 42:08Speaker 1: hack losses in 2026 were linked to North Korea, up
- 42:11Speaker 1: from 15% in 2021.
- 42:11Speaker 2: Ben.
- 42:15Speaker 1: Incredible story. It's good to know that the blockchain and
- 42:17Speaker 1: crypto is helping someone. It just happens to be Kim Jong-un,
- 42:19Speaker 1: I guess.
- 42:20Speaker 4: Yeah, there's a bunch of dimensions to this that are
- 42:22Speaker 4: worth people keeping their eye on.
- 42:24Speaker 3: Like, number one, like, crypto has a lot of fucking problems.
- 42:27Speaker 4: And, you know, I'm in my little, you know, national
- 42:30Speaker 4: security nerd corner here. And people in that corner have
- 42:35Speaker 4: been saying for years, crypto is like tailor-made for money washing,
- 42:40Speaker 4: money laundering, like thefts, like, you know, transfers to places
- 42:44Speaker 4: like North Korea. And we're always scolded, like, you don't
- 42:47Speaker 4: get how this is the future of, you know, whatever. No, like,
- 42:50Speaker 4: you create a massive, unregulated, kind of dark money stream. Like,
- 42:54Speaker 4: it's going to become like a place that bad actors
- 42:58Speaker 4: go to steal your money, you know? And precisely because
- 43:01Speaker 4: it's so unregulated, because it's designed to kind of be
- 43:04Speaker 4: beyond the writ of governments, like, this kind of shit happens.
- 43:07Speaker 4: The second point I'd make is, North Korea has gotten
- 43:10Speaker 4: quite sophisticated doing this.
- 43:12Speaker 3: And I was reading a lot about this.
- 43:14Speaker 4: This is before agentic AI enters the chat here.
- 43:21Speaker 3: They don't assess it.
- 43:22Speaker 4: They necessarily were making use of frontier AI capabilities to
- 43:26Speaker 4: do this. One of the things that we know, already know,
- 43:30Speaker 4: that AI is really good at is offensive cyber operations.
- 43:33Speaker 4: We know that because the fucking AI agents themselves have
- 43:36Speaker 4: escaped human control and done offensive cyber operations and hacked
- 43:40Speaker 4: into things. So if you think this is bad now,
- 43:43Speaker 4: what do you think is going to be going on
- 43:44Speaker 4: one year from now, not 10 years from now, two
- 43:46Speaker 4: years from now, when the North Korean hackers can make
- 43:50Speaker 4: use of all these new AI tools to just do
- 43:52Speaker 4: like infinite probing and hacking exercises with AI agents? this
- 43:57Speaker 4: is like a nightmare coming, right? And crypto is just
- 44:00Speaker 4: the most vulnerable mark on the block. I would not
- 44:02Speaker 4: be putting my fucking money in crypto right now. And
- 44:04Speaker 4: then the last thing is, this is real money for
- 44:07Speaker 4: the North Koreans. I mean, this is not like, you know,
- 44:10Speaker 4: they got a million bucks in a bank heist. You know,
- 44:12Speaker 4: this is like, like if they actually pulled off the
- 44:15Speaker 4: bank heist in heat, you know, like, I mean, like
- 44:20Speaker 4: $ 7 billion, $ 10 billion, like what can they buy with that?
- 44:24Speaker 3: A lot of shit.
- 44:25Speaker 2: A lot of weapons, a lot of weapons, what they
- 44:27Speaker 2: could buy. Yeah, and like, look, they didn't get all
- 44:28Speaker 2: of it, right? Like some of it was frozen.
- 44:31Speaker 1: Like, so what happens is the challenge with crypto transactions
- 44:34Speaker 1: is they are like by design irreversible. So it's not
- 44:37Speaker 1: like if, you know, if someone like hacks your bank account,
- 44:39Speaker 1: transfers money to another bank, you can get the bank
- 44:41Speaker 1: to transfer it back. You just can't do that with crypto. Now,
- 44:44Speaker 1: some of the money, especially like the stable coins, the
- 44:47Speaker 1: coins that are like, you know, pegged to the dollar,
- 44:49Speaker 1: they can be frozen by those companies. They can be
- 44:51Speaker 1: rendered useless and kind of like written off on their ledgers.
- 44:55Speaker 1: But other money was like, clearly the North Koreans have
- 44:58Speaker 1: been preparing this for a while and they transferred it
- 45:00Speaker 1: to all these wallets to quickly like wash it in
- 45:02Speaker 1: as many ways as possible to convert it to different currencies.
- 45:06Speaker 1: So they walked away with billions of dollars, like a
- 45:07Speaker 1: ton of money. And to your point, like, Yeah, the
- 45:10Speaker 1: North Koreans were already really good at hacking, right? Like,
- 45:13Speaker 1: everyone remembers the 2014 Sony hack. In 2017, the North
- 45:18Speaker 1: Korean cyber hackers were behind the WannaCry ransomware attack that affected, like, 300,000
- 45:24Speaker 1: computers in 150 countries, including the NHS, the British, you know,
- 45:28Speaker 1: healthcare system. They've robbed, you know, real banks before. Like, so,
- 45:34Speaker 1: you know, this is like a... It's not just... it's
- 45:37Speaker 1: not like the United States where like we have the
- 45:39Speaker 1: NSA that does kind of like these bespoke like Intel operations.
- 45:42Speaker 1: Like this is a huge part of their economy. And
- 45:45Speaker 1: you're right with AI, that part is only going to grow.
- 45:48Speaker 4: Yeah. And I mean, before the crypto people at me, again,
- 45:51Speaker 4: Binance has said they'll make people whole here. But the
- 45:55Speaker 4: point is that this just doesn't feel like a very
- 45:59Speaker 4: safe space to be in right now. Like With AI
- 46:01Speaker 4: coming online, too, and the cyber risk going up, because
- 46:05Speaker 4: North Korea will continue to try to do this.
- 46:06Speaker 3: Other cyber actors will try to do this. And it's
- 46:09Speaker 3: interesting that.
- 46:09Speaker 4: They're just kind of beyond, you can't punish them anymore
- 46:12Speaker 4: because they're basically sanctioned so much that they're cut off
- 46:15Speaker 4: from the US dollar-based economy.
- 46:18Speaker 2: Which is partly why they do this.
- 46:20Speaker 3: Yeah, and so a.
- 46:21Speaker 4: Lot of the debates in terms of how to deal
- 46:23Speaker 4: with this start to get at things like, do you
- 46:26Speaker 4: start your own offensive cyber attacks on the North Koreans
- 46:28Speaker 4: and get in kind of like a cyber war with them,
- 46:30Speaker 4: which is kind of scary to think about too, because
- 46:32Speaker 4: that creates incentives for them to maybe fuck with you
- 46:35Speaker 4: in more direct ways, because they're clearly very good at this.
- 46:37Speaker 4: I mean, one thing that they've clearly done there is
- 46:39Speaker 4: that they've like trained like a generation of hackers. And again,
- 46:44Speaker 4: I think that the thing to watch on this is
- 46:47Speaker 4: how does this evolve as AI.
- 46:49Speaker 3: Becomes more potent?
- 46:50Speaker 4: And then, because then what people say is, well, the
- 46:53Speaker 4: best defense against offensive AI is, cyber taxes, defensive AI.
- 46:57Speaker 4: It's the perfect manifestation of the AI economy where like
- 47:01Speaker 4: an AI company is making the thing that creates the
- 47:04Speaker 4: threat that the AI company then has to be paid
- 47:06Speaker 4: for to defend against the threat. Like it makes you
- 47:09Speaker 4: feel like this whole AI economy is like one big
- 47:11Speaker 4: circle of cash and just everything mandates that we pay,
- 47:13Speaker 4: you know, some tech company more money.
- 47:15Speaker 1: Yeah, I just want to unplug the computer. Let me
- 47:18Speaker 1: do a couple updates from Ukraine. So first on Monday,
- 47:20Speaker 1: President Zelensky tweeted this very disconcerting video saying, quote, We
- 47:24Speaker 1: have intel that Russia is preparing a new massive attack
- 47:27Speaker 1: on our country, primarily targeting energy and logistics. He says
- 47:30Speaker 1: he thinks Russia will be distracted by the U.S.
- 47:32Speaker 2: Midterms.
- 47:33Speaker 1: And then he said, quote, we must not play games
- 47:35Speaker 1: with Russia's oil or gas revenue. We must put pressure
- 47:38Speaker 1: on Russia in such a way that it has no
- 47:39Speaker 1: alternative but to end this war. That last part of
- 47:42Speaker 1: his statement is probably a reference to a Wall Street
- 47:44Speaker 1: Journal report that Jared Kushner and Steve Witkoff are pushing
- 47:48Speaker 1: a deal that would let Russia sell natural gas to
- 47:50Speaker 1: Europe again or to the world again. The way they
- 47:53Speaker 1: would do it, though, is to get around European sanctions.
- 47:56Speaker 1: They would have the sales go through a U.S. intermediary, which,
- 48:00Speaker 1: by the way, what a nice surprise, would allow a
- 48:02Speaker 1: bunch of American investors to make a ton of money.
- 48:05Speaker 1: I'm guessing ones with connections to the Trump administration. And
- 48:09Speaker 1: this natural gas would have to go through a pipeline
- 48:11Speaker 1: that crosses Ukraine. So you're going to need the Ukrainians
- 48:14Speaker 1: to play ball here. Now, none of this makes any sense, Ben.
- 48:17Speaker 1: Ukrainians would make some money off of fees if this
- 48:20Speaker 1: were to ramp back up these natural gas sales. But
- 48:24Speaker 1: they also know that like any Russian money they make
- 48:26Speaker 1: would go towards fueling the war effort.
- 48:27Speaker 2: So it's nuts.
- 48:28Speaker 1: And it doesn't make sense when you think back to
- 48:29Speaker 1: how much time Trump spent chastising the Germans for building
- 48:33Speaker 1: the Nord Stream 2 pipeline from Russia to Germany in
- 48:36Speaker 1: his first term. Currently, I think about 11% of Europe's
- 48:40Speaker 1: natural gas comes from Russia, which is down from 45%
- 48:43Speaker 1: before the war. So the EU has made real efforts
- 48:46Speaker 1: to wean itself off natural gas. They're trying to fully
- 48:50Speaker 1: phase out Russian natural gas by the end of 2027. Similarly,
- 48:54Speaker 1: the New York Times reported that last week, this is
- 48:57Speaker 1: a report from last week, that Trump is considering lifting
- 48:59Speaker 1: sanctions on the Russian direct investment fund. This is, you know,
- 49:03Speaker 1: the Biden administration sanctioned that fund after the invasion of Ukraine.
- 49:08Speaker 1: He called it a slush fund for President Vladimir Putin
- 49:10Speaker 1: that is emblematic of Russia's broader kleptocracy.
- 49:13Speaker 2: So there's a.
- 49:14Speaker 1: Very clear pattern here now of Trump giving Putin whatever
- 49:18Speaker 1: he wants and not getting anything back. And then meanwhile,
- 49:21Speaker 1: on Monday, Russia dropped nine massive glide bombs on a
- 49:24Speaker 1: Ukrainian school that was being used to distribute humanitarian aid.
- 49:29Speaker 1: Nine bombs total killed 33 people. um, including ones who
- 49:33Speaker 1: were in this like brand new, newly reinforced bomb shelter
- 49:37Speaker 1: in the basement that just could not hold up against
- 49:40Speaker 1: that much tonnage. Um, so don't be fooled by these
- 49:43Speaker 1: reports of that, like Melania Trump brokered a ceasefire.
- 49:46Speaker 2: That was total bullshit.
- 49:46Speaker 1: It was one town for a couple of days and
- 49:49Speaker 1: Russia used the time to reinforce its military and now
- 49:52Speaker 1: it was bombing again.
- 49:53Speaker 2: So all bad news for Ukraine right now.
- 49:55Speaker 4: Yeah. I, I, I'm glad that we weren't even credulous
- 49:57Speaker 4: of the Melania Trump boomlet there for 24 hours. Um,
- 50:03Speaker 4: The way you very accurately described this deal just reinforces
- 50:07Speaker 4: that it doesn't benefit anybody except Russia and whatever Americans
- 50:12Speaker 4: make money on the deal. Because the Ukrainians, even though
- 50:15Speaker 4: they ostensibly get revenue, don't want this because they'd rather
- 50:17Speaker 4: Russia be denied revenue than they get some.
- 50:19Speaker 3: The Europeans don't want this.
- 50:22Speaker 4: They're for more sanctions on Russians, even though they're the
- 50:24Speaker 4: ones who would get some gas. So this is literally
- 50:26Speaker 4: just Trump doing something for Putin and whoever else in
- 50:30Speaker 4: his orbit.
- 50:30Speaker 3: Is going to profit off of this.
- 50:31Speaker 4: The only other thing that I thought was interesting in
- 50:33Speaker 4: the Ukraine news this week, Tommy, was it connects to
- 50:37Speaker 4: the Iran story. You know, Witkoff announced a meeting in
- 50:39Speaker 4: Abu Dhabi next week to negotiate the end of the war.
- 50:45Speaker 3: Some people were reading tea leaves.
- 50:46Speaker 4: It's like, oh, does that mean they're not going to
- 50:48Speaker 4: strike Iran? I don't know. Steve Witkoff has also had
- 50:51Speaker 4: meetings scheduled with Iranian negotiators who then got killed.
- 50:53Speaker 3: So I don't read a ton into it.
- 50:56Speaker 4: But, you know, if there is a meeting in Abu Dhabi,
- 50:58Speaker 4: that probably means they're not going to bomb them that day.
- 51:00Speaker 3: But that's all I'd make of that.
- 51:02Speaker 1: Yeah, I mean, I just have no confidence in those
- 51:04Speaker 1: idiots getting anything done.
- 51:05Speaker 3: Yeah, I have no confidence in these.
- 51:09Speaker 8: Guys.
- 51:14Speaker 2: Pod Save the World is brought to you by Quince.
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- 53:04Speaker 1: talk about China. So the Central Committee of China's Communist
- 53:08Speaker 1: Party wrapped up its fifth plenum last week.
- 53:11Speaker 2: This is a four-day meeting.
- 53:12Speaker 1: It's about 370 or so senior CCP officials. These meetings,
- 53:17Speaker 1: mostly rubber stamp decisions that were already made by Chinese
- 53:19Speaker 1: President Xi Jinping and the most senior leaders.
- 53:22Speaker 2: Of the party.
- 53:23Speaker 1: But the one real function of the meetings is personnel engagement.
- 53:26Speaker 1: The meetings are where the CCP formalizes expulsions from the
- 53:29Speaker 1: party and promotes members to empty seats.
- 53:32Speaker 2: And boy, have they been busy with the expulsions.
- 53:35Speaker 1: This plenum ratified the expulsion of 33 senior members from
- 53:38Speaker 1: the party, which was a record. The expulsions include lots
- 53:42Speaker 1: of top military officials. The body that actually commands China's
- 53:46Speaker 1: armed forces is called the Central Military Commission, or CMC.
- 53:49Speaker 1: The CMC has been reduced from seven members down to two,
- 53:53Speaker 1: and one of the two is Xi Jinping. But the
- 53:55Speaker 1: expulsions do not stop just at the military. Xi expelled
- 53:59Speaker 1: a diplomat who was seen as potentially being next in
- 54:01Speaker 1: line to be China's foreign minister. He booted his former
- 54:06Speaker 1: secretary who had worked for him for over a decade.
- 54:09Speaker 1: In some cases, these formal expulsions were the only official
- 54:14Speaker 1: news about the fate of top officials who had just
- 54:17Speaker 1: mysteriously disappeared for months, had not been seen in public
- 54:20Speaker 1: for months, and no one knew where they were. And
- 54:23Speaker 1: it also seems like Xi is just in no rush
- 54:25Speaker 1: to replace these people. The plenum was also record-breaking in
- 54:28Speaker 1: that it had the most empty seats in the post-Mao era.
- 54:32Speaker 1: So only 279 members, full and alternate, there's alternate members
- 54:36Speaker 1: that go to, attended, according to the party statement. In 2022,
- 54:40Speaker 1: when the current committee was named, there were 376 members.
- 54:44Speaker 2: So about almost 100 people were missing. So Ben, what
- 54:47Speaker 2: the hell is going on?
- 54:48Speaker 1: Xi frames the purge as cleaning up corruption, But he's
- 54:52Speaker 1: also accused members of disloyalty and subordination, scheming.
- 54:56Speaker 2: There's all these weird adjectives they use.
- 54:58Speaker 1: He's also been, it seems to be a massive power
- 55:01Speaker 1: play by Xi Jinping as he prepares to secure a
- 55:04Speaker 1: fourth five-year term as party leader.
- 55:07Speaker 2: That would officially happen next year. But Ben, what did
- 55:10Speaker 2: you take away from this?
- 55:11Speaker 1: It seems like a very fun meeting that they had.
- 55:14Speaker 4: I was really struck by this because, yeah, this does
- 55:17Speaker 4: feel like, you know, any analyst you talk to, he's
- 55:20Speaker 4: trying to just kind of further reinforce the full inevitability
- 55:23Speaker 4: of this fourth term, but also that this is not
- 55:28Speaker 4: any longer like a communist party governed country.
- 55:31Speaker 3: It is a Xi Jinping governed country.
- 55:33Speaker 4: Like it is a one man, one rule country in
- 55:37Speaker 4: a way that we hadn't seen in China since, I
- 55:39Speaker 4: don't know, Deng Xiaoping, maybe, or Mao. But also like,
- 55:44Speaker 4: if you look at some of these officials, like I
- 55:46Speaker 4: was looking at it, we've now reached the state because
- 55:49Speaker 4: he's been in power so long, these were the people
- 55:52Speaker 4: that Xi Jinping elevated over time when he purged other people,
- 55:58Speaker 4: you know? So he's just been around so long. He
- 56:00Speaker 4: chose these guys, yeah. Yeah, it'd be like if Obama
- 56:03Speaker 4: like purged, you know, you and me. Like he's purging
- 56:07Speaker 4: his people now, right?
- 56:08Speaker 2: Yeah.
- 56:10Speaker 4: And that to me, there's a kind of, I don't know,
- 56:15Speaker 4: like he can say corruption, he can say whatever he wants.
- 56:18Speaker 4: This is kind of, a paranoid, weird, like Mao kind
- 56:23Speaker 4: of behavior. You know, this is what happened to Xi's dad,
- 56:26Speaker 4: by the way. Like, you know, he got purged and
- 56:28Speaker 4: sent to like a labor camp, you know, after being
- 56:31Speaker 4: a top party official.
- 56:31Speaker 3: So he's kind of repeating the hits there.
- 56:33Speaker 4: And just to tie these stories together today, Tommy, like
- 56:40Speaker 4: I'm very optimistic about these midterms. So just to prove
- 56:44Speaker 4: that I'm not just a pessimist. But we have three men,
- 56:48Speaker 4: three old fucking men, who run the three empires, right?
- 56:52Speaker 4: We've got Donald Trump, Vladimir Putin, and Xi Jinping. And
- 56:57Speaker 4: the psychology of these aging men is not making me
- 57:01Speaker 4: sleep any better at night. You've got Trump preparing to
- 57:04Speaker 4: like escalate and potentially commit war crimes in Iran. You've
- 57:07Speaker 4: got Putin preparing to like make Ukraine uninhabitable in the winter.
- 57:12Speaker 4: You've got Xi Jinping like purging his longtime associates in some,
- 57:16Speaker 4: you know, excessive power play. I just, this habit of
- 57:21Speaker 4: men staying in power into their 70s and 80s, I'd
- 57:24Speaker 4: like to try a different experiment.
- 57:26Speaker 2: Like, please.
- 57:27Speaker 5: Yeah.
- 57:28Speaker 1: Even when we like them, even like Lula da Silva,
- 57:30Speaker 1: it's like, you know what? It would be great if
- 57:31Speaker 1: they figured out a succession plan right away. By the way,
- 57:33Speaker 1: it's something Xi is not even considering. Like, Xi Jinping
- 57:35Speaker 1: is making sure there is no succession plan. So he,
- 57:38Speaker 1: even though there's all these health concerns about him, right? Like,
- 57:40Speaker 1: remember a couple of weeks ago, we were talking about
- 57:41Speaker 1: how he was like holding onto his wife, walking up
- 57:44Speaker 1: and down the stairs and people were saying, oh, look,
- 57:45Speaker 1: he disappeared from a dinner and, you know, wondering if
- 57:47Speaker 1: he was sick.
- 57:48Speaker 2: It's like, nope.
- 57:48Speaker 1: This guy's planning for five more, well, six total if
- 57:51Speaker 1: you count the rest of the time between now and
- 57:53Speaker 1: then years in office. Ben, just to hammer home your
- 57:56Speaker 1: point about, you know, Xi purging his allies, like one
- 57:59Speaker 1: of the top military officials he purged was seen as
- 58:03Speaker 1: one of his closest allies.
- 58:04Speaker 2: Their families knew each other for decades.
- 58:07Speaker 1: This guy was only like one of the few remaining
- 58:08Speaker 1: leaders with actual battlefield experience in the military, and he's gone.
- 58:13Speaker 1: CSIS has tracked more than 100 senior PLA leaders who
- 58:16Speaker 1: either were removed or somehow implicated in this purge, which
- 58:20Speaker 1: just makes you ask questions about like, how ready or
- 58:23Speaker 1: prepared could the Chinese military be? Like, how do you
- 58:25Speaker 1: take Taiwan if you have no one on the CMC
- 58:29Speaker 1: that runs the military?
- 58:31Speaker 2: Who is telling Xi Jinping.
- 58:32Speaker 1: The truth if all of them are even more paranoid
- 58:34Speaker 1: and worried than normal that they might get thrown out
- 58:37Speaker 1: of the place?
- 58:38Speaker 2: So like, you know, yeah, like none of it's good.
- 58:41Speaker 1: None of it makes you feel good about their leadership,
- 58:45Speaker 1: the process, Xi Jinping's mentality.
- 58:48Speaker 3: Yeah, he doesn't seem like a very sentimental guy, Tai.
- 58:51Speaker 4: But I guess if there is good news, you're right
- 58:54Speaker 4: about the Taiwan thing. I mean, like, they keep purging
- 58:57Speaker 4: the senior military officials. Like, that does make it, I guess,
- 59:01Speaker 4: less likely that they're, like, going to do something in
- 59:03Speaker 4: Taiwan next year, you know? I mean, just because, like,
- 59:06Speaker 4: you kind of need your people in place, I would hope.
- 59:09Speaker 4: uh i mean i would hope that nothing happens that's
- 59:11Speaker 4: my objective here but yeah it it i i just
- 59:15Speaker 4: the the man in the high castle never ends well
- 59:17Speaker 4: you know i mean that's how we got the invasion
- 59:19Speaker 4: of ukraine like you know purged everybody and was just
- 59:22Speaker 4: by himself and cooked this up and covid it seemed
- 59:24Speaker 4: like you know and It does feel like Xi is
- 59:26Speaker 4: increasingly isolated from any external opinion that is not.
- 59:30Speaker 3: Can you imagine how sick, if you think Mr.
- 59:32Speaker 4: Trump gets, if you think Natalie Harp is printing out
- 59:35Speaker 4: the good clips, can you imagine the information flow to
- 59:38Speaker 4: Xi Jinping?
- 59:39Speaker 2: It's unimaginable.
- 59:40Speaker 1: Yeah, although his Natalie is now at like a work
- 59:42Speaker 1: camp in Xinjiang somewhere. It's not going so well, worse
- 59:45Speaker 1: than a drink cart or whatever it was. Final story
- 59:48Speaker 1: before Ben and I go and refresh election results. The
- 59:51Speaker 1: New York Times had a piece out about how NVIDIA
- 59:54Speaker 1: CEO Jensen Wang was in some sort of potentially compromising
- 59:57Speaker 1: relationship with a woman who is believed to be a
- 1:00:00Speaker 1: Chinese intelligence asset or maybe even a spy. She's a
- 1:00:03Speaker 1: top executive at Megaspeed, which is a Singapore-based data center
- 1:00:06Speaker 1: company and one of NVIDIA's business partners.
- 1:00:10Speaker 2: She was, according to U.S. intelligence, collecting intel for Beijing.
- 1:00:14Speaker 4: U.S.
- 1:00:14Speaker 1: Officials suspected this was happening She figured she was helping
- 1:00:18Speaker 1: get Chinese companies access to advanced NVIDIA chips and maybe
- 1:00:21Speaker 1: going around American export restrictions. And Intel found that she
- 1:00:27Speaker 1: was probably sending information straight to Beijing, and that prompted
- 1:00:30Speaker 1: a concern about what she knew about NVIDIA and maybe
- 1:00:32Speaker 1: even what she knew about the Trump administration's thinking about
- 1:00:35Speaker 1: China and AI, because Trump talks to Jensen Wang all
- 1:00:38Speaker 1: the time.
- 1:00:39Speaker 2: The story says that some U.S.
- 1:00:40Speaker 1: Officials questioned whether Jensen Wang could have been unaware about
- 1:00:44Speaker 1: her affiliation's Um, uh, and it says that Trump was
- 1:00:48Speaker 1: briefed on this intelligence a year ago and apparently just
- 1:00:51Speaker 1: did nothing about it. Um, and I suspect that, you know,
- 1:00:54Speaker 1: anger over that inaction is probably why this all ended
- 1:00:56Speaker 1: up in the New York times then.
- 1:00:58Speaker 2: Um, but you know, just like a crazy story. I mean,
- 1:01:00Speaker 2: I don't know.
- 1:01:01Speaker 1: I don't know that like we needed like a spy
- 1:01:05Speaker 1: in the bowels of Nvidia to know why, you know,
- 1:01:07Speaker 1: Jensen Wong was pumped to sell a bunch of semiconductors
- 1:01:10Speaker 1: to the, to the Chinese. But, um, I don't know,
- 1:01:13Speaker 1: fascinating piece of reporting there.
- 1:01:15Speaker 4: First of all, I love when these reports kind of
- 1:01:18Speaker 4: hint at the nature of the relationship.
- 1:01:20Speaker 2: I know, I know.
- 1:01:21Speaker 1: Lots of photos of them late at night after conferences.
- 1:01:24Speaker 3: Yeah, yeah. What's going on there?
- 1:01:27Speaker 4: Look, it builds on something we said after the OpenAI story,
- 1:01:32Speaker 4: the Saudi spy at OpenAI with the thumb drive or whatever.
- 1:01:37Speaker 4: These tech companies are clear marks for foreign intelligence and
- 1:01:42Speaker 4: are clearly not taking the precautions that you normally would
- 1:01:46Speaker 4: if you're dealing with the most sensitive technology in some
- 1:01:48Speaker 4: ways in the world today, you know? And I mean,
- 1:01:51Speaker 4: this is the Jensen Wong, like arguably, you know, he's
- 1:01:55Speaker 4: in the top, if we're doing power rankings of the
- 1:01:57Speaker 4: most influential tech leaders, he's in the top three or
- 1:02:01Speaker 4: five right now.
- 1:02:02Speaker 5: Right.
- 1:02:02Speaker 4: Um, this is the guy who's literally sitting at the
- 1:02:04Speaker 4: all in podcasts, like getting Trump on speakerphone to talk
- 1:02:07Speaker 4: about how AI shouldn't be regulated. Um, and so, um,
- 1:02:11Speaker 4: Would you like that guy to be a mark of
- 1:02:13Speaker 4: Chinese intelligence?
- 1:02:13Speaker 3: No, you would not.
- 1:02:14Speaker 4: And the second piece it tells you is that Trump
- 1:02:19Speaker 4: just could give a shit.
- 1:02:21Speaker 3: As long as everybody's.
- 1:02:21Speaker 4: Making money and the AI bubble is keeping the stock
- 1:02:26Speaker 4: market propped up and he's making his cut or his
- 1:02:28Speaker 4: kids are or whoever in his orbit is making some
- 1:02:30Speaker 4: money and, oh, people have relationships, big deal.
- 1:02:34Speaker 3: I mean, it shows a carelessness there. That, you know,
- 1:02:38Speaker 3: is a little frightening, right?
- 1:02:41Speaker 4: Because it makes you wonder, again, if the fucking CEO
- 1:02:45Speaker 4: of NVIDIA is in a relationship like this.
- 1:02:48Speaker 3: What else is going on?
- 1:02:49Speaker 2: What don't we know?
- 1:02:49Speaker 3: These tech companies, like people, I love it.
- 1:02:52Speaker 4: These companies, too, they sometimes come out and they're like,
- 1:02:54Speaker 4: you know, the Chinese are they're stealing our models. They're
- 1:02:57Speaker 4: stealing our intellectual property, you know. Well, I mean, you're
- 1:03:00Speaker 4: making it pretty easy for them to do that.
- 1:03:02Speaker 2: Yeah.
- 1:03:03Speaker 5: Yeah.
- 1:03:03Speaker 1: It doesn't seem like there weren't a lot of hops
- 1:03:05Speaker 1: to get to the very top of, you know, the
- 1:03:08Speaker 1: NVIDIA brain trust.
- 1:03:10Speaker 4: It's always like a little notable, you know, when these guys,
- 1:03:14Speaker 4: a lot of these tech guys are like walking midlife crises,
- 1:03:17Speaker 4: you know?
- 1:03:17Speaker 5: I know.
- 1:03:19Speaker 4: So like, you know, Mark Zuckerberg, we got the weird
- 1:03:21Speaker 4: supplements and the martial arts. Jensen Wong, like you never
- 1:03:25Speaker 4: see him without wearing like a black leather jacket, which
- 1:03:27Speaker 4: is like your, you know.
- 1:03:29Speaker 2: I mean... It's like, buddy, you're just a nerd. Come on, relax.
- 1:03:31Speaker 4: Yeah, like, just be a nerd. Like, just be a nerd.
- 1:03:34Speaker 4: You know, you can get a date. You're worth, like,
- 1:03:36Speaker 4: a trillion dollars. You know, you don't need to wear
- 1:03:38Speaker 4: the black leather jacket.
- 1:03:39Speaker 2: Yeah, this is not a movie. Anyway, crazy story. One
- 1:03:44Speaker 2: we're going to, I'm sure, hear a lot more about.
- 1:03:46Speaker 1: Something, an opportunity for oversight for Democrats going forward is
- 1:03:49Speaker 1: figuring out a lot of these questions and what the
- 1:03:51Speaker 1: hell NVIDIA is about.
- 1:03:52Speaker 3: Which we will talk about at CrookedCon.
- 1:03:54Speaker 1: We'll talk about it at CrookedCon. So we will all
- 1:03:56Speaker 1: see you there. And until then... Fingers crossed on the midterms.
- 1:04:00Speaker 1: Posse of the World is a Crooked Media production. Our
- 1:04:02Speaker 1: show is produced by Ilona Minkowski, Michael Goldsmith, and Anisha Banerjee.
- 1:04:06Speaker 1: Our team includes Matt DeGroat, Ben Hethcote, Jordan Cantor, Kenny Moffitt,
- 1:04:09Speaker 1: David Tolles, and Ryan Young. Our staff is proudly unionized
- 1:04:12Speaker 1: with the Writers Guild of America East.