Latest / INSPIRE STORY / #0252_STORY INSPIRE: Joe Lonsdale — Strait of Hormuz, China’s Secret Move on Cuba & the AI Weapons Race

Transcript

#0252_STORY INSPIRE: Joe Lonsdale — Strait of Hormuz, China’s Secret Move on Cuba & the AI Weapons Race · INSPIRE STORY

• 0:05
  Speaker 1: Joe Lonsdale. Welcome back, man.
• 0:08
  Speaker 2: Thanks, Sean.
• 0:09
  Speaker 1: It's been a minute.
• 0:10
  Speaker 2: It's good to be here.
• 0:11
  Speaker 1: Lots of shit going down.
• 0:12
  Speaker 2: I love the new place.
• 0:13
  Speaker 1: Thank you. Thank you. I've been excited to show it
• 0:15
  Speaker 1: to you.
• 0:16
  Speaker 2: It's awesome. It's making me thirsty for a drink, but
• 0:18
  Speaker 2: it's too early.
• 0:19
  Speaker 1: Well, hey, we got plenty to dive into if you
• 0:23
  Speaker 1: change your mind.
• 0:23
  Speaker 3: All right.
• 0:24
  Speaker 2: Maybe we'll grab a cigar later and shoot some stuff.
• 0:26
  Speaker 3: Cool.
• 0:27
  Speaker 1: We'll blow some shit up after this. Love it. But, well, man,
• 0:33
  Speaker 1: you texted me, shit, it feels like maybe six months ago,
• 0:36
  Speaker 1: but we were talking about, you had texted me an
• 0:38
  Speaker 1: article or a tweet or something about Christians being persecuted
• 0:43
  Speaker 1: in Nigeria.
• 0:44
  Speaker 3: Oh, yeah.
• 0:44
  Speaker 1: And you, I believe, invested in a company down there
• 0:49
  Speaker 1: to kind of combat that a little bit. So I
• 0:53
  Speaker 1: was like, hey, come on.
• 0:55
  Speaker 2: A lot of stuff to go over. I mean, listen,
• 0:57
  Speaker 2: I think there's like two things Things we all have
• 1:00
  Speaker 2: to battle for great Americans, and we believe in Western civilization.
• 1:04
  Speaker 2: One is we've got to stop the commies, and two
• 1:06
  Speaker 2: is we've got to stop the radical Islamists. I think
• 1:08
  Speaker 2: those are forces of evil all around the world.
• 1:11
  Speaker 1: Yeah.
• 1:12
  Speaker 2: And it doesn't mean whatever moderate left.
• 1:14
  Speaker 1: I don't mind.
• 1:14
  Speaker 2: I disagree with them. They're not evil. Maybe some moderate Muslims,
• 1:17
  Speaker 2: I think, are good people I work with. But these extremists, man.
• 1:20
  Speaker 2: And by the way, even if we solve everything in
• 1:21
  Speaker 2: the Middle East, let's just pretend everything goes perfectly and
• 1:24
  Speaker 2: we solve so many of the problems. They're obviously not
• 1:26
  Speaker 2: going to solve it all. But let's say you solve
• 1:27
  Speaker 2: a bunch of it. Africa. is gonna be a battleground
• 1:30
  Speaker 2: for this nonsense for sure for the rest of our lives.
• 1:33
  Speaker 2: And man, it is just nasty. You see what they
• 1:36
  Speaker 2: do to the Christians? They'll take 70 of them into
• 1:39
  Speaker 2: a church and they'll slaughter them in the church and
• 1:40
  Speaker 2: they'll rape and they'll pillage and they'll kidnap school girls
• 1:43
  Speaker 2: and it's just on and on and on. Thousands being murdered,
• 1:46
  Speaker 2: very little pushback. Let's stop these bad guys.
• 1:48
  Speaker 1: Fucking crazy, man. I pulled some stats up while you're
• 1:53
  Speaker 1: down here getting pictures and yeah, it said, 388 million
• 1:59
  Speaker 1: persecuted Christians worldwide. 4,849 murdered for their faith.
• 2:02
  Speaker 3: That's in 2026. 72%.
• 2:03
  Speaker 1: 72% of those murders were in Nigeria alone. 163 worshipers
• 2:06
  Speaker 1: abducted from two churches in January of 2026. Shit is
• 2:08
  Speaker 1: definitely popping off there.
• 2:10
  Speaker 3: 8VC.
• 2:24
  Speaker 1: Led $ 11. 8 million investment in Terra Industries. What is Terra Industries?
• 2:32
  Speaker 2: Yeah, and these guys have raised tens of millions more
• 2:34
  Speaker 2: since I backed them. Because once we back them, a
• 2:35
  Speaker 2: lot of people like to get involved. Listen, it's two young,
• 2:38
  Speaker 2: talented Nigerian men. One of them was a physics Olympiad.
• 2:42
  Speaker 2: One of them had already built another company in his
• 2:44
  Speaker 2: early 20s that was successful. And they're building a defense
• 2:48
  Speaker 2: prime for Africa. And obviously, after Palantir, I built a
• 2:52
  Speaker 2: couple other Big defense companies here. I know this space.
• 2:55
  Speaker 1: I have a few.
• 2:56
  Speaker 2: Just a few. I appreciate you interviewing them. They're some
• 2:58
  Speaker 2: great men. I want them to get credit, not me.
• 3:00
  Speaker 2: I try to help them out. And you know, it's
• 3:02
  Speaker 2: like Africa needs stuff too, and it's going to partner
• 3:04
  Speaker 2: with a bunch of our stuff. And listen, these are
• 3:07
  Speaker 2: really talented young men. They were already just trying to
• 3:08
  Speaker 2: get going on it. We thought they deserved some resources
• 3:10
  Speaker 2: and some help. And there's some partnership. I think it's
• 3:13
  Speaker 2: good for us to be partners with the best and
• 3:15
  Speaker 2: the brightest there who are on the side of the
• 3:17
  Speaker 2: good guys.
• 3:18
  Speaker 1: So how did this pop on your radar?
• 3:21
  Speaker 3: You know, we.
• 3:22
  Speaker 2: We see a lot of things going on. I have
• 3:25
  Speaker 2: some old friends. You know, one of my interns built
• 3:29
  Speaker 2: a couple of big companies in Nigeria, who's from actually
• 3:31
  Speaker 2: a big Christian family there, who's a prominent guy, really,
• 3:34
  Speaker 2: really good guy. We have others who kind of track
• 3:38
  Speaker 2: and try to talk to the physics Olympiad winners around
• 3:40
  Speaker 2: the world and see what they're doing. So there's lots
• 3:42
  Speaker 2: of different ways. You kind of see this from a
• 3:44
  Speaker 2: couple of different sources. You see it's real, and then
• 3:46
  Speaker 2: you send people over and get engaged, you know?
• 3:48
  Speaker 1: Did you, I mean, so with Terra, did you... Did
• 3:52
  Speaker 1: you found it? Did you co-found it?
• 3:54
  Speaker 2: This one, we were the first big institutional investor. So
• 3:57
  Speaker 2: we took a big minority stake in the company early.
• 4:00
  Speaker 2: I think it was about a $ 40 million valuation. We
• 4:02
  Speaker 2: bought a quarter of the company, or give or take.
• 4:06
  Speaker 2: And then it since has raised $ 20 million, $ 30 million more,
• 4:09
  Speaker 2: closed some really big contracts. And the idea is we
• 4:13
  Speaker 2: know a lot about this industry. Let's help them. Let's
• 4:15
  Speaker 2: help them scale it up around Africa, have multiple spots,
• 4:18
  Speaker 2: multiple governments they're working with. There's certain things they're going
• 4:21
  Speaker 2: to be the best at. There's certain things America has
• 4:23
  Speaker 2: companies that are going to be the best at. Let's
• 4:24
  Speaker 2: make sure we partner and help them. So if they're building,
• 4:26
  Speaker 2: for example, remote-controlled cars that are already working, which they are,
• 4:29
  Speaker 2: if they want to make those things autonomous, maybe you
• 4:32
  Speaker 2: partner with someone like Overland, right? There's also all sorts
• 4:34
  Speaker 2: of ways you can help them with our stuff as well.
• 4:36
  Speaker 1: Where are they based out of?
• 4:38
  Speaker 2: They're based out of a city, a suburb of Lagos
• 4:41
  Speaker 2: in Nigeria to start with. But then they also have
• 4:43
  Speaker 2: stuff they're doing around East Africa as well. And they're
• 4:45
  Speaker 2: doing multiple places where they're manufacturing.
• 4:47
  Speaker 1: So what else are they doing? And how does this
• 4:50
  Speaker 1: tie into... persecution of Christians?
• 4:53
  Speaker 2: Well, I mean, you have to be able to monitor
• 4:56
  Speaker 2: things going on. You've got to build sentry towers. You've
• 4:57
  Speaker 2: got to build sentry drones. You've got to be able
• 4:59
  Speaker 2: to build defense drones. You've got to be able to
• 5:00
  Speaker 2: build cars and other things that you can drive around
• 5:03
  Speaker 2: autonomously and watch and have guns on them. So you
• 5:06
  Speaker 2: basically need to be able to arm these people cheaply
• 5:09
  Speaker 2: and affordably with a way to see when the bad
• 5:11
  Speaker 2: guys are coming and a way to fight back and
• 5:13
  Speaker 2: a way to deter the bad guys. And it's not
• 5:15
  Speaker 2: just that. It's infrastructure as well that's being attacked by
• 5:18
  Speaker 2: these crazy people. You've got to defend for the country.
• 5:20
  Speaker 2: You've got to be able to defend all sorts of
• 5:22
  Speaker 2: different kind of assets over there. But you want stuff
• 5:26
  Speaker 2: that can help these innocent places defend themselves right now.
• 5:29
  Speaker 2: They don't have any advanced modern military, you know?
• 5:32
  Speaker 1: Yeah, yeah, no, I'm aware. So do you know, do
• 5:36
  Speaker 1: you have a little more context of what's going on
• 5:40
  Speaker 1: on the ground there? Why are they persecuting Christians? Who's
• 5:44
  Speaker 1: defending them?
• 5:45
  Speaker 2: Well, this ties into the war that we're fighting right
• 5:47
  Speaker 2: now in the Middle East. Let's be clear, right? This
• 5:49
  Speaker 2: ties very closely into it. is you have these basically
• 5:52
  Speaker 2: crazy forces around the world that are funding Islamic jihadi terror, right?
• 5:57
  Speaker 2: And that does, unfortunately, like how the extreme Islamists view
• 6:01
  Speaker 2: things is that it's their job for them to dominate
• 6:04
  Speaker 2: and for everyone who's not Muslim to have to basically like,
• 6:08
  Speaker 2: you know, either submit and convert or pay a tax
• 6:11
  Speaker 2: and have Muslim win. And so Nigeria is a country
• 6:14
  Speaker 2: in Africa that's close to 50-50, right? Slightly more Muslims
• 6:18
  Speaker 2: than Christians. So it's a very obvious, very big target
• 6:22
  Speaker 2: for these same jihadis in Iran who are sending out
• 6:24
  Speaker 2: money to do bad things. It's the same types of groups,
• 6:27
  Speaker 2: the Muslim Brotherhood. That's, you know, same ones that run
• 6:30
  Speaker 2: care in the U.S. and try to pretend that they're
• 6:31
  Speaker 2: nice guys when they're not. Those are the same types
• 6:33
  Speaker 2: of people who will go after this and say, this
• 6:35
  Speaker 2: is a chance for us to assert our Islamist dominance.
• 6:38
  Speaker 2: And so it's a very big target to make sure
• 6:40
  Speaker 2: the Christians lose and the Muslims win for them in
• 6:42
  Speaker 2: that country. What are they doing to the Christians.
• 6:45
  Speaker 3: Over there?
• 6:46
  Speaker 2: They're intimidating them. They're trying to scare them into... They're
• 6:49
  Speaker 2: trying to kill them when they're in there. They're trying
• 6:51
  Speaker 2: to take their woman. They're trying to do basically horrible things,
• 6:54
  Speaker 2: you know?
• 6:55
  Speaker 1: I mean, in Syria, I think they were crucifying them.
• 6:58
  Speaker 2: I can't remember if that was Syria or if that
• 7:02
  Speaker 2: was Nigeria. It's all over the Middle East, they've done this.
• 7:05
  Speaker 2: I mean, listen, Lebanon, let's step back for a second.
• 7:08
  Speaker 2: Lebanon was a very safe, Christian-dominated country, right? This is like,
• 7:12
  Speaker 2: Lebanon was one of the success stories still for Christians
• 7:15
  Speaker 2: in the Middle East. It was a relatively peaceful country.
• 7:18
  Speaker 2: place overall. The Constitution built in where it was shared
• 7:22
  Speaker 2: power between kind of moderate, you know, Sunnis and Maronites
• 7:26
  Speaker 2: and others. And what happened with Iran in the 80s
• 7:29
  Speaker 2: when they started just to fund all this kind of
• 7:32
  Speaker 2: nonsense is they funded Hezbollah and they went in and
• 7:34
  Speaker 2: they basically destroyed Lebanon as a safe place for people
• 7:37
  Speaker 2: to live. And they made it a horrible, broken country
• 7:39
  Speaker 2: and they tortured people and they killed people there. They
• 7:42
  Speaker 2: actually not only tortured the people there, we had a
• 7:44
  Speaker 2: CIA chief who was there in the 80s under Reagan
• 7:47
  Speaker 2: and they caught him and they kept him alive for months,
• 7:50
  Speaker 2: skinning him alive, torturing him in every possible way to
• 7:52
  Speaker 2: get his information. And so people say Trump's like convinced
• 7:55
  Speaker 2: to do this recently. Trump saw that happen then. By
• 7:58
  Speaker 2: the way, you see that happen to the CIA chief
• 8:00
  Speaker 2: of America, tortured for months to get all the information. Like,
• 8:03
  Speaker 2: you want to let those guys get away with that?
• 8:05
  Speaker 2: I wouldn't want to let those guys get away with that.
• 8:06
  Speaker 1: When did this happen?
• 8:07
  Speaker 2: This is the 80s under Reagan.
• 8:08
  Speaker 1: Oh, okay. Yeah, yeah.
• 8:10
  Speaker 2: But this is like, so this is why it's such
• 8:11
  Speaker 2: a big deal right now what's happening is because for
• 8:14
  Speaker 2: the first time, Like, that was one of the things
• 8:16
  Speaker 2: that fell when Iran first started projecting its power after
• 8:19
  Speaker 2: taking over, right, in the late 70s, when the crazies
• 8:21
  Speaker 2: came in and slaughtered people and tortured people and took
• 8:23
  Speaker 2: over and started kind of spreading their nastiness. They spread
• 8:26
  Speaker 2: it to Africa, of course, and they have lots of
• 8:28
  Speaker 2: things there. But Lebanon was, like, the first really kind of, like,
• 8:32
  Speaker 2: pretty healthy Christian, like, modern country to fall to this nonsense.
• 8:37
  Speaker 2: And we may be within a month or two of
• 8:38
  Speaker 2: actually cleaning out Hezbollah and taking it back, which is awesome.
• 8:41
  Speaker 1: Interesting. Interesting. So let me give you an introduction here
• 8:46
  Speaker 1: real quick before we get into all the geopolitical shit
• 8:48
  Speaker 1: that's going on in the world. So Joe Lonsdale, co-founder
• 8:53
  Speaker 1: of Palantir Technologies, after Palantir founded Adapar, invested or co-founded
• 8:59
  Speaker 1: multiple U.S. unicorns, billion-dollar companies, Epirus, Palantir, Anduril, Illumio, Synthego, Saronic,
• 9:08
  Speaker 1: Yuga Byte, Asana, co-founding Cicero, organizing dedicated to advancing educational
• 9:13
  Speaker 1: opportunities and policy to transform lives and societies. Co-founder and
• 9:18
  Speaker 1: managing partner of 8VC, venture capital firm that pushes for
• 9:22
  Speaker 1: policies that encourage innovation. Advisor to leading political figures, advocates
• 9:28
  Speaker 1: for a future where technology and policy work hand-in-hand solve
• 9:32
  Speaker 1: our biggest challenges. Welcome back. Thank you, John. Welcome back.
• 9:36
  Speaker 2: Thank you.
• 9:37
  Speaker 1: You know, we got a Patreon. They're the reason I
• 9:41
  Speaker 1: get to sit with you here today. And so they
• 9:42
  Speaker 1: get the opportunity to ask every single guest a question.
• 9:45
  Speaker 1: And this is from Tim. It is being reported that
• 9:49
  Speaker 1: the current data center infrastructure investment, roughly $ 650 billion, will
• 9:54
  Speaker 1: last only three years, after which GPUs can be severely degraded.
• 9:59
  Speaker 1: and will need to be replaced. Traditional infrastructure investments like roads, railroads,
• 10:05
  Speaker 1: and high voltage, which can last for 30 to 50
• 10:08
  Speaker 1: years with less of an investment. Is this level of
• 10:11
  Speaker 1: maintenance for data centers feasible?
• 10:14
  Speaker 2: I don't think they're totally useless after three years. I
• 10:16
  Speaker 2: think the situation, though, is that There's so much better
• 10:20
  Speaker 2: stuff based on the new technology that you're going to
• 10:22
  Speaker 2: want some new stuff for certain workflows. And listen, this
• 10:25
  Speaker 2: is the most dynamic sector now of the US economy.
• 10:27
  Speaker 2: There's trillions of dollars going into it. There are so
• 10:30
  Speaker 2: many smart people from around the world figuring out what
• 10:33
  Speaker 2: new chip designs, what new data center designs, how do
• 10:36
  Speaker 2: you use AI to do every part of it better?
• 10:39
  Speaker 2: How do you do the energy better? I'm getting pitches
• 10:41
  Speaker 2: left and right. And people, top guys around Elon, top
• 10:44
  Speaker 2: guys around Jensen, all these top guys. spending so much
• 10:47
  Speaker 2: money on this. I'm not worried they're not going to
• 10:49
  Speaker 2: figure it out. I think it's a great space that
• 10:52
  Speaker 2: we are spending trillions of dollars. It's going to drive
• 10:54
  Speaker 2: America to the future. I'm super interested to talk about AI,
• 10:57
  Speaker 2: but these guys are figuring out the infrastructure. It's going
• 10:59
  Speaker 2: the right way.
• 11:00
  Speaker 1: How are they going to power all this stuff?
• 11:02
  Speaker 2: I mean, listen, I have friends who are getting the
• 11:05
  Speaker 2: next natural gas turbines that were supposed to go to Turkey,
• 11:07
  Speaker 2: and they're rerouting them and spending a bunch of money
• 11:09
  Speaker 2: to put them in Texas and doing it that way.
• 11:11
  Speaker 2: We have all sorts of LNG massively coming online. We
• 11:14
  Speaker 2: have all sorts of new solar. We have you know,
• 11:17
  Speaker 2: billions of dollars of batteries coming online to make solar
• 11:20
  Speaker 2: work better. I think it's all of the above. I
• 11:22
  Speaker 2: was with Joe Kraft yesterday when we had a political
• 11:25
  Speaker 2: figure over who owns a bunch of coal. I mean, listen,
• 11:27
  Speaker 2: there's every, the solution is all of the above, right?
• 11:30
  Speaker 2: The solution is every possible energy you can get. It's
• 11:32
  Speaker 2: going to keep energy prices, you know, healthy for a while,
• 11:35
  Speaker 2: but it's also going to create and is creating massive
• 11:37
  Speaker 2: investments into energy to make it work, which you look
• 11:40
  Speaker 2: at China, by the way, China has now about, I think,
• 11:42
  Speaker 2: three times the power we have. Starting with 1999, we
• 11:46
  Speaker 2: were about equal. We were way ahead of them obviously
• 11:47
  Speaker 2: in the 80s. I think that's one advantage they have
• 11:51
  Speaker 2: is they've put more of their kind of resources into infrastructure.
• 11:54
  Speaker 2: We're going to need to put more resources into infrastructure.
• 11:55
  Speaker 2: I think a lot of the how well our working
• 11:58
  Speaker 2: class does is going to be tied in part to
• 12:00
  Speaker 2: how much we can build more cheap energy for everyone
• 12:02
  Speaker 2: and bring prices down for everyone. So this is going
• 12:04
  Speaker 2: to be a big fight.
• 12:05
  Speaker 1: I mean, do you know where we're at with the
• 12:06
  Speaker 1: nuclear stuff?
• 12:08
  Speaker 2: There's so many great companies going as fast as they
• 12:10
  Speaker 2: can now.
• 12:10
  Speaker 1: There's a shit ton of good companies.
• 12:12
  Speaker 3: The NRC.
• 12:12
  Speaker 1: I see it. Taylor's got Valor. What is it? Valor. Valor, yeah.
• 12:17
  Speaker 1: JU just started that company.
• 12:18
  Speaker 3: LIS.
• 12:20
  Speaker 1: Laser and Richer.
• 12:20
  Speaker 2: Commonwealth Fusion's building their first fusion plants. They're spending billions
• 12:24
  Speaker 2: of dollars on it, and it's very, very credible now
• 12:27
  Speaker 2: how that fusion part's getting better. The late 2030s is
• 12:29
  Speaker 2: going to be huge. The solar's getting more efficient. There's
• 12:32
  Speaker 2: massive new plants there with batteries. Zach Dell's putting in
• 12:35
  Speaker 2: billions of dollars of batteries in Texas Grid to make
• 12:37
  Speaker 2: it work better and make alternatives there work better. I think,
• 12:41
  Speaker 2: you know, coal itself is getting more efficient, even though
• 12:42
  Speaker 2: we're not supposed to talk about it. Like, I think
• 12:44
  Speaker 2: everyone's doing everything.
• 12:45
  Speaker 1: I can't believe we're fucking talking about coal.
• 12:47
  Speaker 2: I mean, well, I just was with Joe last night,
• 12:48
  Speaker 2: this guy. But, like, I think every level is good. Now, listen,
• 12:53
  Speaker 2: fusion and fission, really fission has been held back by
• 12:57
  Speaker 2: stupid regulation and kind of got pushed 30, 40 years
• 13:00
  Speaker 2: behind where it would be. I think we're gonna catch up.
• 13:02
  Speaker 2: We're gonna do a massive amount of it. I think
• 13:03
  Speaker 2: all of this stuff is good.
• 13:04
  Speaker 1: You think policy's coming around for nuclear? It really is.
• 13:07
  Speaker 2: It really is. Like, even, like, the Texas legislature's putting in, like,
• 13:10
  Speaker 2: bonuses if someone gets a small, you know, plant done there.
• 13:13
  Speaker 2: The NRC is now staffed by people who are no
• 13:15
  Speaker 2: longer completely again. I think we, for the first time
• 13:18
  Speaker 2: in 40 years, started approving, maybe 50 years, by the way,
• 13:21
  Speaker 2: I think, we started approving new designs again. It's, we're
• 13:24
  Speaker 2: actually turning it back on. It's like, it's like we
• 13:26
  Speaker 2: went through this crazy deindustrialization period in the U.S. from
• 13:29
  Speaker 2: 1971 to, like, 2023 or whatever. And something about, like,
• 13:35
  Speaker 2: the Trump revolution, but also something about AI and how
• 13:38
  Speaker 2: AI could be used to unlock productivity growth. It's like
• 13:41
  Speaker 2: we're back. Like, America is now growing again. We're now
• 13:44
  Speaker 2: fixing things again. This is an optimistic time. Our enemies
• 13:46
  Speaker 2: should all be really scared. Like, we are clearly gonna
• 13:48
  Speaker 2: be dominant. This is now the American century again, if
• 13:50
  Speaker 2: we keep it up.
• 13:52
  Speaker 1: Hope you're right. Hope you're right, man. Lots of shit
• 13:56
  Speaker 1: going on in the world right now.
• 13:58
  Speaker 2: Oh, yeah.
• 13:59
  Speaker 3: Iran.
• 14:00
  Speaker 1: China's making moves on Taiwan. Russia, Ukraine's still going up.
• 14:04
  Speaker 1: We purged Maduro out. Cuba's in a fucking crisis.
• 14:07
  Speaker 2: I love it.
• 14:09
  Speaker 1: I love it.
• 14:10
  Speaker 2: It's like leadership, man.
• 14:11
  Speaker 3: Come on.
• 14:11
  Speaker 1: The bad guys are on the run. Where do you
• 14:15
  Speaker 1: want to start?
• 14:16
  Speaker 2: I mean, the Americas, let's just say, I mean, I
• 14:20
  Speaker 2: love what we did in Venezuela.
• 14:21
  Speaker 1: This is awesome.
• 14:22
  Speaker 2: This guy's clearly a criminal. And here's what people don't get.
• 14:26
  Speaker 2: This is really important. When you have a place like Venezuela...
• 14:30
  Speaker 2: that gets taken over by these cartels and these socialists
• 14:34
  Speaker 2: and communists and just bad influences is lots of problems
• 14:38
  Speaker 2: for the US. First of all, they're allying with our adversaries.
• 14:41
  Speaker 2: They're working with Hezbollah and other weapons with them. They're
• 14:44
  Speaker 2: allying with China for energy. They're helping Russia. But then
• 14:47
  Speaker 2: second of all, they're spreading. It's like a virus. They're
• 14:50
  Speaker 2: spreading their ideology all around the rest of Latin America,
• 14:53
  Speaker 2: all around the rest of the world. I was with
• 14:57
  Speaker 2: the conservative president of Colombia who was the guy before
• 15:01
  Speaker 2: this guy. And there were protesters coming into his country,
• 15:04
  Speaker 2: and they were coming from Chile, where they had just succeeded,
• 15:07
  Speaker 2: and just, like, worked, you know, to temporarily turn Chile left.
• 15:09
  Speaker 2: Thank goodness we turned it back, but they turned it
• 15:11
  Speaker 2: very left. And they were funded by Venezuela.
• 15:14
  Speaker 1: They were funded.
• 15:14
  Speaker 2: They had Cuban people involved, and they had Russian technology.
• 15:18
  Speaker 2: It was like, these godfuckers in Russia still think it's
• 15:20
  Speaker 2: the Soviet Union or something, and they're still causing messes
• 15:22
  Speaker 2: around the world. And you know why? Because if they
• 15:25
  Speaker 2: succeed and they make these things go hard left, It's
• 15:28
  Speaker 2: like having bad guys in charge. Who are the bad
• 15:29
  Speaker 2: guys going to partner with and plunder with? They're going
• 15:31
  Speaker 2: to work with the other bad guys.
• 15:36
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• 18:36
  Speaker 2: So it really, and I know some people are like, oh,
• 18:38
  Speaker 2: it's too simple. You're in preschool. No, it really is.
• 18:41
  Speaker 2: There's like the good guys and the bad guys and
• 18:43
  Speaker 2: you want the bad guys to lose. You don't want
• 18:44
  Speaker 2: the far left authoritarian rapists like crazy people to take over.
• 18:48
  Speaker 2: And so Trump actually using a little bit of our authority,
• 18:51
  Speaker 2: a little bit of our strength, a little bit of our, frankly,
• 18:53
  Speaker 2: total dominance, and going in and saying, no, we're not
• 18:55
  Speaker 2: going to allow a crazy bad guy spreading evil and
• 18:59
  Speaker 2: spreading crime to be in charge of this place, three-hour
• 19:01
  Speaker 2: flight from the South Coast. Thank goodness.
• 19:04
  Speaker 1: Thank goodness there's a man in charge. I mean, Mexico
• 19:09
  Speaker 1: is– we've been talking about Mexico for nonstop. It's complicated, yeah.
• 19:14
  Speaker 1: Why haven't we done anything there?
• 19:15
  Speaker 3: Yeah.
• 19:16
  Speaker 2: Well, I think we have done a little bit there.
• 19:17
  Speaker 2: I would have done a lot more there. You know,
• 19:19
  Speaker 2: my wife actually researched a lot of the rules for Texas,
• 19:24
  Speaker 2: what we could do. And we helped sponsor something that
• 19:27
  Speaker 2: got the governor to declare an invasion back when Biden
• 19:29
  Speaker 2: was president. He's a good guy, but he didn't end
• 19:32
  Speaker 2: up acting more than declaring the invasion. If that was
• 19:34
  Speaker 2: me and I was governor, I probably would have bombed
• 19:36
  Speaker 2: a few fentanyl plants, you know.
• 19:38
  Speaker 1: I mean, dude, that's our border.
• 19:40
  Speaker 2: If you put a fentanyl plant next to my border,
• 19:42
  Speaker 2: I'd blow it up. These guys are scared of Trump
• 19:44
  Speaker 2: right now. He's definitely taking some strong actions. You know,
• 19:47
  Speaker 2: I think we saw, was it Puerto Vallarta, where they
• 19:50
  Speaker 2: attacked the Costco in the airport after their leader got killed?
• 19:53
  Speaker 2: I think there's some joint operations right now to put
• 19:55
  Speaker 2: a lot of pressure on the cartels. I think the
• 19:56
  Speaker 2: cartels are laying much lower. A lot of the border
• 20:00
  Speaker 2: crossings were cartels. If you look at the amounts under Biden,
• 20:02
  Speaker 2: it was insane. I think we cut it off under
• 20:04
  Speaker 2: this administration pretty dramatically. So the cartel funding has gone
• 20:07
  Speaker 2: way down because they're not getting paid. to get people
• 20:09
  Speaker 2: across the border right now. And I think they're very
• 20:12
  Speaker 2: scared of the fentanyl stuff. So right now, I think
• 20:16
  Speaker 2: we're very busy, but we are doing a lot there.
• 20:18
  Speaker 2: I think there's a lot more we could do there
• 20:19
  Speaker 2: to go after the cartels. I bet we'll see that.
• 20:23
  Speaker 1: Yeah, I know there's a lot more we could be doing.
• 20:27
  Speaker 1: One thing that... I've just been diving it, because we
• 20:31
  Speaker 1: didn't hear anything about Venezuela forever, and then all of
• 20:33
  Speaker 1: a sudden it popped, and fucking yanking him out.
• 20:37
  Speaker 2: I love it.
• 20:38
  Speaker 3: And.
• 20:39
  Speaker 1: You know, but I've always, I've just been curious, like,
• 20:42
  Speaker 1: why are we going there instead of Mexico? I mean,
• 20:45
  Speaker 1: you're talking about a three-hour flight from Venezuela to the U.S.
• 20:49
  Speaker 1: Mexico's right at our border. Have you heard about the,
• 20:54
  Speaker 1: and the answer that I keep getting is voting fraud.
• 20:57
  Speaker 1: The voting fraud.
• 20:59
  Speaker 2: I've heard a lot of rumors. I've heard a lot
• 21:00
  Speaker 2: of rumors about that. And I believe that there was
• 21:02
  Speaker 2: something they were involved with. I think the voting fraud
• 21:04
  Speaker 2: could have been a part of it. But listen, these guys.
• 21:07
  Speaker 1: Do you understand?
• 21:08
  Speaker 3: I mean.
• 21:09
  Speaker 1: I haven't met anybody that can articulate how the voting
• 21:12
  Speaker 1: fraud is happening through the Smartmatic machines that are affiliated
• 21:15
  Speaker 1: with Bell's Web.
• 21:15
  Speaker 2: I understand in theory how they could have done something
• 21:18
  Speaker 2: illegal with them and been involved. And I think having
• 21:21
  Speaker 2: a state actor helping makes it a lot easier to
• 21:24
  Speaker 2: create a lot of false records and to do a
• 21:26
  Speaker 2: lot of sketchy work. Whether that was true or not,
• 21:29
  Speaker 2: I have to be honest, I don't know enough to know.
• 21:31
  Speaker 2: I could definitely see it being true. I guess the
• 21:33
  Speaker 2: thing I'd say, Sean, is that there's enough other reasons
• 21:35
  Speaker 2: why Venezuela is something where we could act right away,
• 21:38
  Speaker 2: where we could stop them from doing more deals with
• 21:40
  Speaker 2: the Chinese. The Chinese delegation was there when we did it. Like,
• 21:42
  Speaker 2: there was big deals going down with our adversaries right
• 21:45
  Speaker 2: off our coast. And we had caught them sponsoring lots
• 21:48
  Speaker 2: of horrible things around the Americas and working with a
• 21:51
  Speaker 2: lot of other kind of bad forces. So I think
• 21:53
  Speaker 2: the Venezuela-Cuba access then helps us put pressure on Mexico
• 21:57
  Speaker 2: to take more aggressive action there and makes it easier
• 22:00
  Speaker 2: for us to be successful because it turns off a
• 22:02
  Speaker 2: lot of the funding for a lot of the worst elements.
• 22:05
  Speaker 1: What's going on in Cuba? You familiar with that?
• 22:08
  Speaker 2: Yeah, we had all those funny, crazy, far-left idiots there
• 22:11
  Speaker 2: the last couple weeks. I don't know if you saw
• 22:14
  Speaker 2: that at all. It's like these people of us just
• 22:17
  Speaker 2: hate America and hate the West so much. It's just
• 22:20
  Speaker 2: crazy who go there and try to pump it up.
• 22:23
  Speaker 2: Such a failed country. It's been about a year of
• 22:25
  Speaker 2: real extreme problems and real extreme suffering there. It's not
• 22:28
  Speaker 2: clear to me what the exact trigger is going to be,
• 22:31
  Speaker 2: but these people are... the regime is in a huge
• 22:35
  Speaker 2: amount of trouble.
• 22:36
  Speaker 1: I mean, their infrastructure is falling apart right now, correct?
• 22:38
  Speaker 2: It has been for decades, but it's gotten really, really bad.
• 22:41
  Speaker 2: I mean, they're just so desperately poor and everyone's like, oh,
• 22:44
  Speaker 2: the far left's like, oh, it's because you blocked them off.
• 22:46
  Speaker 2: They trade with the rest of the world, by the way.
• 22:48
  Speaker 2: They just don't have property rights and they don't have
• 22:50
  Speaker 2: the incentive for anyone to invest. And, you know, I
• 22:53
  Speaker 2: think a lot of smart people, of course, have fled
• 22:55
  Speaker 2: because why would you want to live in a place
• 22:56
  Speaker 2: where people are making $ 20 a day and everyone's forced
• 22:59
  Speaker 2: to prostitute themselves. And if you do work really hard,
• 23:01
  Speaker 2: you just get the attention of the government guys who
• 23:03
  Speaker 2: steal it from you, right? By the way, this is
• 23:05
  Speaker 2: like human history for 10,000 years, is anyone who works
• 23:07
  Speaker 2: really hard and builds something, if he can't defend it,
• 23:10
  Speaker 2: it just gets taken away by the thugs in charge.
• 23:13
  Speaker 1: Sounds like California.
• 23:16
  Speaker 2: But that's, I mean, that's why we were so miserably
• 23:18
  Speaker 2: poor as a species for thousands and thousands of years.
• 23:20
  Speaker 2: There were no property rights. Like, the Enlightenment in the
• 23:23
  Speaker 2: West is this really important thing we forget to teach
• 23:25
  Speaker 2: kids about. Like, the Enlightenment that led to understanding of
• 23:28
  Speaker 2: these things, led to understanding of why natural rights was
• 23:31
  Speaker 2: so important. And then the battles to get those natural
• 23:34
  Speaker 2: rights and to put, you know, John Locke, like, life, liberty,
• 23:37
  Speaker 2: and property in place. Like, that is core to everything.
• 23:41
  Speaker 2: That's why we have all the nice things we have.
• 23:43
  Speaker 2: And Cuba doesn't have that, right? So, it's a miserable place.
• 23:47
  Speaker 2: And if we can get it back in the right direction,
• 23:49
  Speaker 2: that'd be so good for them and for the world. And,
• 23:51
  Speaker 2: you know, I think Secretary Rubio is really passionate about this.
• 23:54
  Speaker 2: And he's pretty clear he has a plan. I think
• 23:57
  Speaker 2: after Venezuela, this is clearly, it's got to be something
• 23:59
  Speaker 2: that we work on. I don't know how we do it,
• 24:01
  Speaker 2: but I think it's a great thing to do in
• 24:02
  Speaker 2: the next year.
• 24:02
  Speaker 1: Interesting. Interesting.
• 24:05
  Speaker 3: Iran.
• 24:06
  Speaker 1: Yeah. I'm against this.
• 24:08
  Speaker 2: You're against doing anything in Iran?
• 24:10
  Speaker 3: I am.
• 24:11
  Speaker 2: I want to talk to you about this. So let's
• 24:14
  Speaker 2: do the counterfactual. So you agree the U.S. Navy was
• 24:17
  Speaker 2: created to fight back against jihadists in the 1780s. Like,
• 24:20
  Speaker 2: they've been a problem for 200 years, right? First of all.
• 24:23
  Speaker 1: Okay.
• 24:24
  Speaker 2: First of all, you're like, So, I mean, the reason
• 24:26
  Speaker 2: we created the U.S. Navy was because basically, like, you
• 24:29
  Speaker 2: had Islamic forces around the Mediterranean that had been kidnapping originally,
• 24:36
  Speaker 2: you know, tens of millions of Europeans, basically. There were
• 24:38
  Speaker 2: millions of European women who were sex slaves to these
• 24:41
  Speaker 2: people over several hundred years. This had been a thing
• 24:44
  Speaker 2: they'd always done since the foundation of Islam. It's in
• 24:46
  Speaker 2: the Quran. You're allowed to do it to non-Muslim women.
• 24:49
  Speaker 2: And when our ambassador goes and says, listen, we're a
• 24:52
  Speaker 2: new independent country. We're not fighting with you. We have
• 24:54
  Speaker 2: nothing to do with this. We're just having trading ships there.
• 24:57
  Speaker 2: Why are you taking our sailors? Like, we have nothing
• 24:59
  Speaker 2: to do with you. By the way, there's no Israel.
• 25:01
  Speaker 2: There's none of that fucking shit. And you know what
• 25:02
  Speaker 2: they say? They say, it's our right as a superior group.
• 25:07
  Speaker 2: We're the Muslims, and we're going to take them. That's
• 25:10
  Speaker 2: our right, because you're not Muslim. And so we have
• 25:13
  Speaker 2: a right to take you and to take what we want.
• 25:15
  Speaker 2: And that is what our holy book tells us. And
• 25:18
  Speaker 2: this is this conversation. So you look at any American founder,
• 25:20
  Speaker 2: the first 30, 40 years of this country, they're like,
• 25:23
  Speaker 2: these guys are fucking crazy. It's a terrible thing. And
• 25:26
  Speaker 2: then we actually literally created the Navy and we went
• 25:29
  Speaker 2: and we fought back and we fucking bombed their cities.
• 25:32
  Speaker 2: We attacked their cities. We went after the Barbary pirates.
• 25:35
  Speaker 2: We went after the core empires there that were doing
• 25:38
  Speaker 2: this to us and beat the shit out of them.
• 25:40
  Speaker 2: And it was the right thing to do because they
• 25:41
  Speaker 2: were stealing. thousands of our soldiers or thousands of our sailors.
• 25:44
  Speaker 2: You would can't let them get away with that, right?
• 25:46
  Speaker 2: So first of all, it was right to do that,
• 25:48
  Speaker 2: I'd assume you'd say, based on what I said, like
• 25:50
  Speaker 2: 200 years ago, obviously, right? And so listen today, what
• 25:54
  Speaker 2: it is. So you get this, you get a relatively
• 25:57
  Speaker 2: modern country, like conquered and raped by this crazy theocracy,
• 26:00
  Speaker 2: same exact type of guys as 200 years ago. These
• 26:03
  Speaker 2: are guys that are taking what they want, raping, killing,
• 26:08
  Speaker 2: I'm sure you've seen.
• 26:10
  Speaker 1: Joe, you don't have to tell me about how bad
• 26:12
  Speaker 1: Iran is.
• 26:12
  Speaker 2: You agree they're evil. Okay, so you agree they're evil.
• 26:14
  Speaker 1: They killed more of my fucking friends than probably anybody else.
• 26:19
  Speaker 2: Okay, so give that.
• 26:21
  Speaker 1: They fucking hung the dudes off bridges.
• 26:23
  Speaker 2: They're doing it and they're spreading their money to Venezuela.
• 26:27
  Speaker 2: We caught them building things there. We caught them building
• 26:29
  Speaker 2: things all around Africa. Obviously, they destroyed the Christian country
• 26:32
  Speaker 2: of Lebanon. They're doing all sorts of other bad stuff.
• 26:34
  Speaker 2: Now we know, thanks to this war, by the way,
• 26:36
  Speaker 2: we now know they were lying. They did have missiles
• 26:38
  Speaker 2: they were building. They could go 4,000 kilometers. So they're
• 26:40
  Speaker 2: going to have basically crazy jihadis. We know they're building
• 26:43
  Speaker 2: nukes at this point. They had 11 bombs they were
• 26:45
  Speaker 2: going to have. That was their starting point in their negotiations.
• 26:47
  Speaker 2: We have materials for 11 bombs. So Jared and Witkoff.
• 26:49
  Speaker 2: So Jared and Witkoff are sitting there. This administration is
• 26:50
  Speaker 2: sitting there being told, we have 11 bombs you can't
• 26:52
  Speaker 2: get rid of. That's where we are. And now we
• 26:56
  Speaker 2: now know that they could hold all of Europe hostage.
• 26:59
  Speaker 2: And they're obviously working to make that go to the US.
• 27:01
  Speaker 2: They obviously could go to the Eurasia. So we now
• 27:03
  Speaker 2: know they could hold. So you do nothing for 10,
• 27:05
  Speaker 2: 20 years. You have tons of nukes, you have missiles
• 27:10
  Speaker 2: that can go to every Western city, and you have
• 27:12
  Speaker 2: crazy jihadis who don't care if they die in battle
• 27:15
  Speaker 2: as long as they can destroy their Death to America
• 27:17
  Speaker 2: pledge because they're so obsessed with it. This Death to
• 27:20
  Speaker 2: America is just long before any of this stuff in
• 27:22
  Speaker 2: the modern age in Israel. So that's the counterfactual 20
• 27:25
  Speaker 2: years from now. Our kids, our children are in a
• 27:28
  Speaker 2: world where it's the nuclear armed guys with crazy missiles
• 27:32
  Speaker 2: with whatever else AI and China stuff they have that
• 27:34
  Speaker 2: they've now used. By the way, we're way ahead of
• 27:35
  Speaker 2: them right now in AI, way fucking ahead of them
• 27:37
  Speaker 2: in AI. we are not necessarily going to be way
• 27:39
  Speaker 2: ahead of them in 20 years. I don't know where
• 27:40
  Speaker 2: we're going to be, but right now there's a giant gap.
• 27:42
  Speaker 2: Like we are way ahead of them. So it's like,
• 27:44
  Speaker 2: it's like we can move now when we're way ahead
• 27:46
  Speaker 2: and they can hurt us this much, or we could
• 27:48
  Speaker 2: wait till God knows what happens when they're nuclear jihadis
• 27:51
  Speaker 2: who can threaten anywhere in the West. I mean, the
• 27:52
  Speaker 2: thing is I, I a hundred percent agree. It's like
• 27:54
  Speaker 2: risky and dangerous and, and, and tough to act. It's
• 27:58
  Speaker 2: very scary. I think it's much scarier just to let
• 28:01
  Speaker 2: it go for 10, 20 years with these fuckers. That's
• 28:03
  Speaker 2: my point of view.
• 28:04
  Speaker 3: Yeah. I mean, I.
• 28:06
  Speaker 1: Just, I haven't, I've not been presented with any proof
• 28:10
  Speaker 1: that they have those type of weapons. And I haven't,
• 28:13
  Speaker 1: I haven't even seen proof that the, whatever the missile
• 28:16
  Speaker 1: is that they launched is from them. You think, you
• 28:21
  Speaker 1: think there's a false flag launch from Iran? I have
• 28:23
  Speaker 1: no fucking idea. I did not say that. No, I
• 28:25
  Speaker 1: just said there, there hasn't been any proof. And, and
• 28:29
  Speaker 1: it's getting hard. It's just getting hard to believe the administration.
• 28:32
  Speaker 1: I mean, there's been a lot of bait and switches
• 28:34
  Speaker 1: that have happened within a lot of different areas. I mean, The,
• 28:39
  Speaker 1: for example, the interview I threw out yesterday was about
• 28:44
  Speaker 1: glyphosate and all the cancer it's causing. And, you know,
• 28:48
  Speaker 1: I mean, you're familiar with the Maha movement. It was,
• 28:50
  Speaker 1: you know, make America healthy again and we're going to
• 28:53
  Speaker 1: get rid of all this shit. And then they just
• 28:55
  Speaker 1: fucking declared a national security concern for if we don't
• 28:59
  Speaker 1: give the pesticide companies immunity, glyphosate. And they called it
• 29:08
  Speaker 1: a national security concern. Well, for example, Iowa has the
• 29:17
  Speaker 1: most cancer cases out of every state in the fucking USA.
• 29:21
  Speaker 1: You know who uses the most glyphosate?
• 29:22
  Speaker 2: Yeah, obviously the corn.
• 29:24
  Speaker 1: There in Iowa. 618,000 people died of cancer last year
• 29:27
  Speaker 1: in the US. Why are we giving them immunity? But anyways, that's.
• 29:32
  Speaker 2: Just one example. Listen, I think that's a particular one
• 29:35
  Speaker 2: where I think there should be more open debate from
• 29:38
  Speaker 2: the administration on it and discussion of it. I think, listen,
• 29:41
  Speaker 2: I know Brooke Rollins for a long time in the
• 29:43
  Speaker 2: policy world. I think she's a really smart lady. She
• 29:45
  Speaker 2: did some really impressive things fighting the left in Texas
• 29:47
  Speaker 2: when she ran TPPF. She's now the agriculture secretary.
• 29:51
  Speaker 1: That's her call.
• 29:53
  Speaker 2: I think it'd be great to... You should get her
• 29:55
  Speaker 2: on the show. I can invite her. I can text
• 29:56
  Speaker 2: her if you want.
• 29:57
  Speaker 1: Let's see what she says.
• 29:58
  Speaker 2: No, I'm serious. I'm serious. Why not?
• 30:00
  Speaker 1: I don't know.
• 30:01
  Speaker 2: I feel like she'd have a lot of respect for
• 30:03
  Speaker 2: a lot of things you do and a lot of
• 30:04
  Speaker 2: things you've done in your service. So I think that's
• 30:06
  Speaker 2: a fair debate. I'm not an expert on that one,
• 30:08
  Speaker 2: but I think we should be debating it openly, and
• 30:09
  Speaker 2: I'd love to hear the smartest people on both sides.
• 30:11
  Speaker 2: And I think if they're just ignoring it when so
• 30:14
  Speaker 2: many people believe as you do, that's not appropriate. So
• 30:16
  Speaker 2: let's engage on it. That'd be what I'd say.
• 30:18
  Speaker 3: That was.
• 30:20
  Speaker 1: I didn't mean to dive into that.
• 30:21
  Speaker 2: No, that's fair.
• 30:22
  Speaker 1: That's fair.
• 30:23
  Speaker 2: But you're saying you don't trust. You're saying you don't
• 30:24
  Speaker 2: trust someone who comes from.
• 30:26
  Speaker 1: When I saw the release of the Epstein files and
• 30:29
  Speaker 1: how that got butchered and how it continues to get butchered,
• 30:33
  Speaker 1: that shit really pissed me off, man. And then, you know.
• 30:37
  Speaker 2: And by the way, I never met the guy.
• 30:39
  Speaker 3: I agree.
• 30:39
  Speaker 2: He was a slimeball who seemed to know everyone because
• 30:42
  Speaker 2: he was really good at networking and meeting people and
• 30:44
  Speaker 2: tricking them to meet him. I don't think everyone involved
• 30:46
  Speaker 2: was like, messing with kids, like I know.
• 30:48
  Speaker 3: I don't either.
• 30:49
  Speaker 2: Yeah, right, so a lot of these people are just like.
• 30:50
  Speaker 1: But I think it's pretty obvious that some people involved
• 30:52
  Speaker 1: were messing with kids.
• 30:52
  Speaker 2: I think some people were very, at the very least,
• 30:54
  Speaker 2: a lot of people were messing with 21 and 22-year-old girls,
• 30:57
  Speaker 2: and I think some of them might have been underage,
• 30:58
  Speaker 2: and I don't know, because I never met the guy.
• 31:00
  Speaker 2: And he was a bad guy. But these other people,
• 31:03
  Speaker 2: I just don't know. But actually, I'm curious, like what
• 31:06
  Speaker 2: should they do on it to rebuild trust there, actually?
• 31:08
  Speaker 2: That's a tough, that's one I don't really follow at all.
• 31:11
  Speaker 1: What should they do to rebuild trust?
• 31:13
  Speaker 2: Yeah, yeah, how do we.
• 31:13
  Speaker 1: Be transparent. I think that's all anybody wants is just transparency.
• 31:17
  Speaker 1: And they want to see, you know, I mean, we
• 31:20
  Speaker 1: heard it over and over again. We're going to go
• 31:22
  Speaker 1: after these people. We haven't seen, we've heard so much
• 31:26
  Speaker 1: about the voting fraud. We haven't heard fuck all about it.
• 31:28
  Speaker 3: I agree.
• 31:29
  Speaker 2: Why is the DOJ right now and the FBI are
• 31:31
  Speaker 2: both really hurting the reputation of this administration because they're
• 31:34
  Speaker 2: not going after and getting enough arrests right now and
• 31:36
  Speaker 2: getting enough cases. I think that is 100% true. Listen,
• 31:41
  Speaker 2: I was talking to our friends there who are focused
• 31:42
  Speaker 2: on fraud. There's a ton of fraud. We're helping them find.
• 31:45
  Speaker 2: This is my, I'm obsessed with this issue. I think
• 31:46
  Speaker 2: there's way more fraud in this country than anyone realizes.
• 31:49
  Speaker 2: We have to start making more charges and arrests. It's
• 31:52
  Speaker 2: like way too slow. Like someone, I don't know, they
• 31:55
  Speaker 2: can't find the right people to run it. It's embarrassing.
• 31:56
  Speaker 2: That part pisses me off. Yeah.
• 31:58
  Speaker 1: So anyways, it's just all these things that have happened
• 32:01
  Speaker 1: that I'm just, I've lost a lot of trust.
• 32:04
  Speaker 2: You shouldn't trust the bad guys running Iran either. You
• 32:06
  Speaker 2: also agree.
• 32:07
  Speaker 1: I don't trust the bad guys running Iran. And I don't,
• 32:10
  Speaker 1: I don't necessarily think I would be against the war
• 32:13
  Speaker 1: in Iran. If they presented it to you in a
• 32:15
  Speaker 1: different way. If they presented it to me in a
• 32:17
  Speaker 1: different way. But all the stuff you're saying, yes, it's true. Yes,
• 32:21
  Speaker 1: it's my fucking friends that died over there. I saw it.
• 32:25
  Speaker 1: They're my friends. I don't want to send my fucking
• 32:27
  Speaker 1: kid back over there to die for any of this shit.
• 32:32
  Speaker 1: I mean, we spent over 20 fucking years.
• 32:34
  Speaker 2: Yeah, well, I think the way Afghanistan... was run was
• 32:37
  Speaker 2: just a travesty. We wasted trillions of dollars and everyone
• 32:40
  Speaker 2: should be pissed off about it. And so I think
• 32:42
  Speaker 2: that has created distrust that is fair to exist. There
• 32:45
  Speaker 2: should be distrust after we wasted all his lives and
• 32:48
  Speaker 2: all his money with not real Clary Ames. So I
• 32:51
  Speaker 2: 100% agree with that perspective. So I have some mentors
• 32:55
  Speaker 2: who ran British Intelligence 20, 30 years ago. And I
• 32:59
  Speaker 2: know these guys still pretty well because they're always with Palantir.
• 33:01
  Speaker 2: We got to know a bunch of them. they thought
• 33:03
  Speaker 2: we were kind of like an Aboriginal species. They're visiting
• 33:06
  Speaker 2: Silicon Valley versus MI6, right? These guys are cool. And
• 33:11
  Speaker 2: a couple of them have told me that they thought
• 33:13
  Speaker 2: that a lot of the stuff that got us to
• 33:16
  Speaker 2: go into Iraq, because we kind of already wanted to
• 33:18
  Speaker 2: go into Iraq, obviously, but they thought some of the stuff,
• 33:21
  Speaker 2: some of the evidence, including from Chalabi, who was an
• 33:23
  Speaker 2: Iranian spy, purposely came from Iran, even at that time.
• 33:26
  Speaker 2: And what's interesting is even at that time, in my understanding,
• 33:28
  Speaker 2: I went back and looked at it, Like a lot
• 33:30
  Speaker 2: of the top voices out of like our ally in
• 33:33
  Speaker 2: Israel were saying Iran's the big problem, not Iraq. So
• 33:35
  Speaker 2: a lot of people are saying, oh, we fought Iraq
• 33:36
  Speaker 2: for Israel. I don't think that's the case. I think
• 33:39
  Speaker 2: in that particular instance, like Iran was very clever in
• 33:42
  Speaker 2: getting us to focus more on Iraq. And even back then,
• 33:45
  Speaker 2: I think they were the bad guys. So for what
• 33:48
  Speaker 2: it's worth, I think they're clearly the worst. And I'm
• 33:51
  Speaker 2: very happy a lot of them are dead. But I
• 33:53
  Speaker 2: 100% understand where you're coming from, not wanting to trust
• 33:56
  Speaker 2: and not wanting to put more.
• 33:56
  Speaker 1: People over there. Do you think we're fighting Iran for
• 33:59
  Speaker 1: our own benefit, or do you think we're fighting Iran
• 34:01
  Speaker 1: for Israel's benefit?
• 34:02
  Speaker 2: I think it's definitely our own benefit. I think this is...
• 34:05
  Speaker 2: By the way, China is, like, freaking pissed. You know,
• 34:07
  Speaker 2: China sent several billion dollars of stuff with cargo planes
• 34:10
  Speaker 2: to Iran. They were in the process of setting up
• 34:12
  Speaker 2: to help defend them. This is their proxy ally. Like,
• 34:14
  Speaker 2: their allies are Russia and Iran. They want Iran to
• 34:17
  Speaker 2: exist and be able to cause trouble, to, like, distract
• 34:20
  Speaker 2: us and force us to split our forces if we
• 34:22
  Speaker 2: ever have to deal with anything they might want to do.
• 34:24
  Speaker 2: This is like a chess game where they're trying to
• 34:26
  Speaker 2: build this ally And we just smash their ally. And
• 34:29
  Speaker 2: by the way, you know who the strongest military in
• 34:31
  Speaker 2: the world is right now? It's us. Because we're basically
• 34:34
  Speaker 2: deploying all this new technology and all this new AI
• 34:36
  Speaker 2: in ways that no one else is. We're learning how
• 34:38
  Speaker 2: to make interceptors way cheaper. We're learning how to just
• 34:41
  Speaker 2: coordinate all these things we never would have learned before.
• 34:43
  Speaker 2: China has no idea how to do this stuff. Like,
• 34:46
  Speaker 2: I'm not saying you want to fight wars to get better,
• 34:48
  Speaker 2: but this makes us so much stronger to smash their
• 34:51
  Speaker 2: proxy ally, to smash their stuff, and to learn how
• 34:54
  Speaker 2: to use all this technology. Like, this makes them a
• 34:56
  Speaker 2: lot harder to challenge us for the next 20 years.
• 34:58
  Speaker 1: Do you want to talk about how AI is what
• 35:01
  Speaker 1: we're using over there?
• 35:02
  Speaker 2: Yeah, I mean, obviously, from what I can say, and listen,
• 35:05
  Speaker 2: I don't have my full clearances at this point anymore either,
• 35:07
  Speaker 2: but I have a lot of friends on both sides. And,
• 35:09
  Speaker 2: you know, we developed a lot of the targeting stuff
• 35:11
  Speaker 2: at Palantir back in the day, you know, combined with AI, basically.
• 35:16
  Speaker 2: I mean, just think about it. For sake of argument,
• 35:18
  Speaker 2: we know Israel and America both have some of the
• 35:20
  Speaker 2: best hackers. And so let's say you hacked into the
• 35:22
  Speaker 2: street cameras. Let's say you hacked into... logistics in the
• 35:27
  Speaker 2: country and who was sending what where, like what payments
• 35:30
  Speaker 2: are happening, just all sorts of things you basically can view.
• 35:34
  Speaker 2: Look at emails, look where everyone is. It's so much information.
• 35:37
  Speaker 2: How would a person look at these millions of pieces
• 35:39
  Speaker 2: of data and figure out what's going on? AI is really,
• 35:42
  Speaker 2: really good at that. So Palantir and a system like
• 35:45
  Speaker 2: that will create what's called the ontology, like, okay, the concepts,
• 35:49
  Speaker 2: the frameworks, here's the things we care about. Here's how
• 35:51
  Speaker 2: they can possibly relate to each other. And then you
• 35:53
  Speaker 2: take that ontology, you take that structure of how to
• 35:55
  Speaker 2: think about things, and you overlay just insane amounts of
• 35:58
  Speaker 2: information we're able to get in different ways through human intelligence,
• 36:01
  Speaker 2: through signal intelligence, through hacking. And then all of a sudden,
• 36:05
  Speaker 2: it's able to optimize and say, here's this base you
• 36:07
  Speaker 2: didn't know about storing all its munitions. Here's this key
• 36:09
  Speaker 2: part of the command center. Here's this thing over here
• 36:11
  Speaker 2: 300 miles outside of Tehran you never would have thought
• 36:13
  Speaker 2: about that's a backup for the supply for this key
• 36:17
  Speaker 2: part of their missile launchers. Things like that. And all
• 36:20
  Speaker 2: of a sudden, like, so when Israel, in the first
• 36:24
  Speaker 2: start of the war, like, sends 200 planes as a
• 36:27
  Speaker 2: surprise attack and hits, they hit 500 targets in the
• 36:29
  Speaker 2: first 20 minutes, those targets were optimized between the two countries.
• 36:32
  Speaker 2: And here's the things that we know we need to
• 36:34
  Speaker 2: get rid of if we want to stop them from
• 36:36
  Speaker 2: causing us more problems. So, I mean, it's just really,
• 36:39
  Speaker 2: really powerful how smart what we could do is, you know,
• 36:41
  Speaker 2: that we couldn't do before.
• 36:43
  Speaker 1: Interesting. What else should we talk about that's going on
• 36:47
  Speaker 1: over there? Over there?
• 36:49
  Speaker 3: Yeah.
• 36:51
  Speaker 1: You know, it's... What are you worried about with the
• 36:54
  Speaker 1: Strait of Hormuz? You worried about that at all?
• 36:58
  Speaker 2: And this, you know, this is a tough one. I
• 37:00
  Speaker 2: am worried. Listen, I think this is one of those
• 37:01
  Speaker 2: things that could take a few weeks and it could
• 37:04
  Speaker 2: take a few months. And it's really, really hard to
• 37:09
  Speaker 2: stop asymmetric attacks, right? Because, I mean, so the Iranian...
• 37:14
  Speaker 2: And listen, this is... This is one step removed. I
• 37:17
  Speaker 2: don't have the exact information, but you have these mountains
• 37:19
  Speaker 2: that they're firing out of, right? And it's amazing because
• 37:22
  Speaker 2: as far as we could tell, so what'll happen is
• 37:24
  Speaker 2: they have railroads underground that are way under the granite,
• 37:27
  Speaker 2: and they'll take, they have tons of missiles there. It's
• 37:29
  Speaker 2: not about how many missiles they have. It's about how
• 37:30
  Speaker 2: many launchers. And they have launchers, and the launcher will
• 37:32
  Speaker 2: come out, and it'll go out the railroad to an opening,
• 37:35
  Speaker 2: like a cave. It'll fire, and then it'll hurry back in,
• 37:38
  Speaker 2: and we'll see where it fired from. And you could, like,
• 37:40
  Speaker 2: destroy that so they can never use that again for
• 37:42
  Speaker 2: a long time without spending, you know, months digging out
• 37:44
  Speaker 2: because you just bombed the hell out of it. But
• 37:46
  Speaker 2: then they just go out of another cave and another cave.
• 37:49
  Speaker 2: And these guys have apparently built like hundreds of these caves.
• 37:52
  Speaker 2: It's actually impressive.
• 37:53
  Speaker 3: Wow.
• 37:53
  Speaker 2: Right? It's like they've been preparing for 20, 30 years
• 37:56
  Speaker 2: for this. And so they have these mountains that are
• 37:58
  Speaker 2: firing out of. And then you have all along the
• 38:00
  Speaker 2: Strait of Hormuz, you can hide drones, right? You can
• 38:03
  Speaker 2: hide all sorts of things in like hundreds of locations
• 38:06
  Speaker 2: that each time it's a new attack, a new location.
• 38:09
  Speaker 2: So it could take a while to find all of it, right?
• 38:11
  Speaker 2: It's not easy. And it's not. Listen, it's especially bad
• 38:15
  Speaker 2: for Europe, who turned off their energy economy. You want
• 38:19
  Speaker 2: to talk about conspiracies, man, like Europe let Gazprom and
• 38:22
  Speaker 2: Russia fund the green movement and turn off all their
• 38:24
  Speaker 2: goddamn energy, and that's why they're in so much pain
• 38:26
  Speaker 2: right now from this. That's a true conspiracy, by the way, 100%.
• 38:32
  Speaker 2: We've found that it was a ton of Russia money
• 38:34
  Speaker 2: that created the strength of the green parties all around Europe,
• 38:36
  Speaker 2: and their main thing was turning off all their energy.
• 38:38
  Speaker 1: No shit.
• 38:39
  Speaker 3: 100%.
• 38:40
  Speaker 1: 100%.
• 38:41
  Speaker 2: Like, Russia's not dumb. This is great for them, right?
• 38:44
  Speaker 2: It's great for the Middle East, too. The Green Party's
• 38:46
  Speaker 2: are useful idiots, man.
• 38:48
  Speaker 1: Does it bother you that we're low on munitions?
• 38:51
  Speaker 2: There are some munitions we're not low on, and there's
• 38:54
  Speaker 2: some interceptor things that we could use a lot more of. Listen,
• 38:59
  Speaker 2: I think America's going to be in a lot better
• 39:01
  Speaker 2: position after experiencing this. So one of our companies called
• 39:04
  Speaker 2: Chaos has before the best radar that they're monetizing, but
• 39:07
  Speaker 2: the guy running it who helped build EPRAS as well,
• 39:09
  Speaker 2: the EMP company, he's figured out how to do $ 5, 000
• 39:12
  Speaker 2: interceptors now.
• 39:14
  Speaker 1: He just proved it.
• 39:15
  Speaker 2: He just proved it in a bunch of things last month.
• 39:17
  Speaker 2: We're going to make thousands of them this year. We're
• 39:18
  Speaker 2: going to make hopefully hundreds of thousands next year. I mean,
• 39:21
  Speaker 2: America is going to be so strong coming out of
• 39:23
  Speaker 2: this because we're learning and we're iterating and we're getting better.
• 39:26
  Speaker 2: And it definitely bothers me that we had to waste
• 39:28
  Speaker 2: like a million dollars of dollars per shot on some
• 39:31
  Speaker 2: stupid interceptors. That was dumb, but that's because the primes
• 39:33
  Speaker 2: are idiots. We're just going to fix it for them. Totally, honestly,
• 39:36
  Speaker 2: you know.
• 39:36
  Speaker 1: Right on.
• 39:37
  Speaker 2: Let's just make it better.
• 39:41
  Speaker 1: When you're trying to perform at a high level, you
• 39:43
  Speaker 1: start optimizing everything like your training, your nutrition, your mindset.
• 39:49
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• 39:52
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• 39:57
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• 40:00
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• 40:03
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• 41:23
  Speaker 1: versus reality.
• 41:24
  Speaker 3: Did I do it right? What does he do in
• 41:29
  Speaker 3: the movies?
• 41:31
  Speaker 1: Tell me if I'm doing this wrong, because I don't
• 41:32
  Speaker 1: watch any of this. A little flick like that, right?
• 41:35
  Speaker 1: Seems pretty cool. It is pretty f * * *
• 41:37
  Speaker 1: ing cool. Gotta silence it. In another lifetime, I did
• 41:48
  Speaker 1: gun reviews for a living. Proprietary magazines, supposedly the best engineering.
• 41:52
  Speaker 3: In the world.
• 41:53
  Speaker 1: When that breaks, you're. And now we're bringing them back.
• 42:04
  Speaker 1: It does look pretty cool. I gotta admit that. What's
• 42:11
  Speaker 1: China doing during all this? They're in shock.
• 42:15
  Speaker 2: They're in shock. And there's things released internally that said,
• 42:18
  Speaker 2: you know what? It turns out America's a lot stronger
• 42:20
  Speaker 2: than we realize, but they just have to want to
• 42:22
  Speaker 2: use their strength. And their main objective with us is
• 42:26
  Speaker 2: to make us not want to use our strength. And
• 42:28
  Speaker 2: how do you make America not want to use our strength?
• 42:30
  Speaker 2: There's a few things. One is you fund the far left.
• 42:32
  Speaker 2: You fund the people who hate America. That group that's
• 42:35
  Speaker 2: down in Cuba right now saying how great Cuba is,
• 42:37
  Speaker 2: how bad America is, the one hotel that has light
• 42:39
  Speaker 2: in the whole goddamn country, Those people are funded by China.
• 42:42
  Speaker 2: It's the wife of the guy who's been one of
• 42:45
  Speaker 2: the main funders of everything, the Nobel guy who's hiding
• 42:48
  Speaker 2: out in Shanghai. So you have all sorts of Chinese
• 42:50
  Speaker 2: money trying to make us hate ourselves. You have all
• 42:52
  Speaker 2: sorts of, you know, I'm sure they love it when
• 42:55
  Speaker 2: we fight with ourselves in two extreme ways on the right.
• 42:57
  Speaker 2: I think it's totally legit to push back on the war.
• 42:59
  Speaker 2: I respect that. I admire that. But there's people who
• 43:02
  Speaker 2: are actually pushing back on on even America being a
• 43:06
  Speaker 2: world leader and saying we have to share power with China,
• 43:07
  Speaker 2: like Tucker said to that Chinese spy the other day,
• 43:10
  Speaker 2: a few weeks ago on the podcast.
• 43:11
  Speaker 1: I don't think we should be sharing any power with China. Exactly.
• 43:15
  Speaker 1: He's lost it, I think.
• 43:16
  Speaker 2: He's lost it. He's too extreme against us. And so
• 43:19
  Speaker 2: China wants... And you know what they have? They have
• 43:21
  Speaker 2: what's called cognitive warfare. They're very smart about this. They
• 43:24
  Speaker 2: have land, sea, air, cyber. Cognitive is a fifth branch.
• 43:28
  Speaker 3: And they use.
• 43:30
  Speaker 2: all sorts of tactics, they capture whatever data they can.
• 43:32
  Speaker 2: Same way we're capturing data to attack Iran and figure
• 43:34
  Speaker 2: out targets, they're capturing data on everything and everyone going
• 43:38
  Speaker 2: on in the country, building profiles, and trying to figure
• 43:40
  Speaker 2: out what do they do, what do they try, what
• 43:42
  Speaker 2: do they push to make people not love America, to
• 43:45
  Speaker 2: make people not want America to be free and have
• 43:47
  Speaker 2: property rights. Because they know that is how, because it's
• 43:50
  Speaker 2: the only way they're gonna get us at the end.
• 43:52
  Speaker 1: Of the day. They've beefed up presence off the coast
• 43:56
  Speaker 1: of Taiwan Oh, 100%.
• 43:57
  Speaker 2: But they've continued to do that for a long time.
• 43:59
  Speaker 2: That's right.
• 44:00
  Speaker 1: But it's more now since the Iran stuff kicked off, correct?
• 44:03
  Speaker 1: Am I off on this?
• 44:05
  Speaker 2: I think even before the Iran stuff kicked off, I
• 44:08
  Speaker 2: saw they were putting a bunch of ships and doing
• 44:10
  Speaker 2: exercises all around the island. I shouldn't say I'm supposed
• 44:13
  Speaker 2: to go visit briefly in a little bit. It gets
• 44:15
  Speaker 2: a little scary flying on your plane over the Chinese warships. Like, Sean,
• 44:19
  Speaker 2: maybe don't air the episode until after I land.
• 44:23
  Speaker 3: Right on.
• 44:24
  Speaker 1: We'll push it. No, I'm just kidding.
• 44:25
  Speaker 3: But....
• 44:27
  Speaker 1: I mean, how are these chip fabs going in Arizona?
• 44:31
  Speaker 1: You know, I think some parts worked pretty well.
• 44:34
  Speaker 2: I think there's some parts culturally where it's harder for
• 44:36
  Speaker 2: some of the employees to ramp up in the U.S.
• 44:39
  Speaker 2: for some of the types of tasks.
• 44:40
  Speaker 1: I mean, the reason I'm asking, because that's the big
• 44:42
  Speaker 1: fear for.
• 44:42
  Speaker 2: Us, right?
• 44:43
  Speaker 3: Well, I think, yeah.
• 44:44
  Speaker 2: And, you know, Elon announced TerraFab, which is awesome. He's
• 44:47
  Speaker 2: going to try to massively... You see the size of
• 44:49
  Speaker 2: that building? It's like this three or four miles long.
• 44:52
  Speaker 1: Wait, what are you talking about?
• 44:53
  Speaker 2: Elon announced this massive project to do a massive fab
• 44:57
  Speaker 2: for chips in Texas.
• 44:59
  Speaker 1: No shit. I didn't even fucking hear about it.
• 45:01
  Speaker 2: Yeah, it's the last, this is, since we're recording, the
• 45:04
  Speaker 2: last few days, it'll be a couple weeks to go
• 45:05
  Speaker 2: when it comes out. Yeah, no, it's a big project
• 45:08
  Speaker 2: worth talking to people about. It's really cool. And they're
• 45:10
  Speaker 2: going to try to do everything here at massive scale. Listen,
• 45:13
  Speaker 2: I think these things take a while to get. I
• 45:14
  Speaker 2: think China, sorry, I think, well, I call it China,
• 45:17
  Speaker 2: I think Taiwan, which is actually China, right? It's the
• 45:20
  Speaker 2: good China. I think Taiwan has a lot of advantages
• 45:22
  Speaker 2: there from building it for decades. And I think they
• 45:24
  Speaker 2: should be our ally and we should be working with
• 45:26
  Speaker 2: them and we should be, doing some things here and
• 45:29
  Speaker 2: then some things in their ecosystem. I mean, there's stuff
• 45:31
  Speaker 2: that's done by hand by people who are doing it
• 45:34
  Speaker 2: for 20 years, whether it's in Taiwan or Vietnam or
• 45:38
  Speaker 2: other places that you're not just going to like replace
• 45:40
  Speaker 2: right away with robots. And you're not going to be
• 45:41
  Speaker 2: able to pay people like to do a lot of
• 45:44
  Speaker 2: that stuff here. Like I think the high value stuff
• 45:46
  Speaker 2: you could take, the low value stuff, I still think
• 45:47
  Speaker 2: we can work with other countries. Like that's, it's just really,
• 45:50
  Speaker 2: really hard to do it at scale without it. But yeah,
• 45:52
  Speaker 2: but totally, we got to bring more here.
• 45:53
  Speaker 1: I mean, does that worry you? That's what worries me
• 45:57
  Speaker 1: the most. If they do take it, then what the
• 45:59
  Speaker 1: fuck are we going to do in the end?
• 46:00
  Speaker 2: I'm the one who should be more worried about that
• 46:02
  Speaker 2: because I'm building one of these goddamn AI companies. What
• 46:04
  Speaker 2: do you think? No, listen. Obviously, it would slow things down,
• 46:09
  Speaker 2: and obviously, it'd be bad for the world. A lot
• 46:12
  Speaker 2: of the chips are things like if you have a
• 46:14
  Speaker 2: minivan for your kids, the chip opens and closes the
• 46:17
  Speaker 2: door automatically. You'll have to do it by hand instead.
• 46:20
  Speaker 2: There's a lot of the chip stuff. We can swap
• 46:23
  Speaker 2: things in and out. We can keep the key ones.
• 46:25
  Speaker 2: You don't have to Like, a lot of the chips
• 46:27
  Speaker 2: we use are convenient, but they're so cheap that we
• 46:29
  Speaker 2: use a lot more than we need. And there'd be
• 46:31
  Speaker 2: ways to figure it out and to keep things going.
• 46:34
  Speaker 2: And it wouldn't be as big of an economic impact
• 46:37
  Speaker 2: right away, although it would obviously slow down the AI wave,
• 46:39
  Speaker 2: which I don't want. Because that's something we should talk about.
• 46:42
  Speaker 2: I think the AI wave is, like, way better than
• 46:44
  Speaker 2: people realize. It's, like, the coolest thing happening in the
• 46:46
  Speaker 2: world right now.
• 46:47
  Speaker 1: Man, let's do it. I just had Brad Ancott in
• 46:50
  Speaker 1: here with Figure AI.
• 46:52
  Speaker 2: I love it.
• 46:53
  Speaker 1: Our robot in.
• 46:54
  Speaker 3: Yeah.
• 46:54
  Speaker 1: What the f... Dude. It's a whole different world already.
• 46:59
  Speaker 2: There's so much happening, man.
• 47:00
  Speaker 1: What is happening?
• 47:01
  Speaker 2: These kids, I was sitting with one of my old
• 47:04
  Speaker 2: CEOs from 20 years ago. We built something together that
• 47:06
  Speaker 2: we sold. And it was like building back then. We
• 47:10
  Speaker 2: were selling, it's called OpenGov. And it did great. It
• 47:12
  Speaker 2: was a great company. But I was saying, it was
• 47:14
  Speaker 2: like being in a boat and rowing through the dirt
• 47:16
  Speaker 2: with a paddle because it was so freaking hard to
• 47:18
  Speaker 2: build these things sometimes. It was so slow. And now,
• 47:21
  Speaker 2: there's one of my AI CEOs was sitting next to us.
• 47:23
  Speaker 2: And he didn't hear my comment. But he came over.
• 47:25
  Speaker 2: He's like, Joe. We're not just gonna double revenue this quarter,
• 47:27
  Speaker 2: we're gonna triple revenue this quarter. And it's like, holy crap,
• 47:30
  Speaker 2: like this stuff is just like growing and changing and
• 47:33
  Speaker 2: fixing things so fast. And, you know, I think in
• 47:35
  Speaker 2: terms of why people should care, because I think it's
• 47:37
  Speaker 2: a quick argument, like whatever, Joe, it's nice, you're gonna
• 47:39
  Speaker 2: make a lot of money, who cares, you're already rich.
• 47:40
  Speaker 2: Like why should like the 300 million Americans care? I
• 47:43
  Speaker 2: think there's a few really great ones. I think the
• 47:45
  Speaker 2: number one is healthcare. AI is gonna make healthcare like
• 47:48
  Speaker 2: half the cost if we let it. This is really important.
• 47:50
  Speaker 2: Like we can make healthcare so much better, so much cheaper.
• 47:55
  Speaker 2: It's one of those things where it's going to be
• 47:56
  Speaker 2: a big battle, because right now, every state has laws
• 47:58
  Speaker 2: against it because of the scope of practice. But I
• 48:00
  Speaker 2: think we're going to be able to prove some sandboxes.
• 48:02
  Speaker 2: And if we can, that's going to be great. The
• 48:04
  Speaker 2: first of all, that just makes America way wealthier, right,
• 48:06
  Speaker 2: that we don't have our health care debt.
• 48:08
  Speaker 1: Man, I just saw, I think it's Mark Cuban's opening
• 48:11
  Speaker 1: some pharmacy.
• 48:12
  Speaker 2: He's doing great work on the pharma side. Listen, Mark
• 48:14
  Speaker 2: and I don't have the same politics, but I really
• 48:16
  Speaker 2: admire his work on that, because that is a great.
• 48:20
  Speaker 1: If this is gonna take pharmaceuticals, you're gonna be able
• 48:22
  Speaker 1: to get them at cost, if I've read it correctly.
• 48:24
  Speaker 1: There's a ton of, well, there's a ton.
• 48:25
  Speaker 2: So what happens in the old days is the pharma
• 48:28
  Speaker 2: companies are so corrupt that they had laws, they had
• 48:31
  Speaker 2: agreements where you couldn't even tell a patient about a
• 48:34
  Speaker 2: generic option that was way cheaper. And this is like
• 48:36
  Speaker 2: a PBM agreement. So in order to offer my drug
• 48:38
  Speaker 2: over here, you're not even allowed to offer a payment.
• 48:40
  Speaker 2: And so my friends and I went to the Senate
• 48:42
  Speaker 2: and we fought really hard. And we won one battle
• 48:45
  Speaker 2: and lost one battle. The battle we won is you
• 48:47
  Speaker 2: made it so it's now legal for doctors to tell
• 48:49
  Speaker 2: you about any generic, which is really important, by the way.
• 48:52
  Speaker 2: But the other one is they're still not able to
• 48:54
  Speaker 2: share pricing. So they're still able to gag you on pricing.
• 48:57
  Speaker 2: And it's really crazy. So they just hide pricing on
• 49:00
  Speaker 2: all this stuff and don't let anyone share it. So
• 49:02
  Speaker 2: there's no market for a lot of these things. And
• 49:03
  Speaker 2: they just take advantage. And so Mark's getting around that
• 49:06
  Speaker 2: by building his own thing in the middle, which is great.
• 49:09
  Speaker 2: And Trump launched the site too, by the way, which
• 49:11
  Speaker 2: is doing really well. We're just saving people a ton
• 49:12
  Speaker 2: of money. I don't know if you're Trump launched- Trump
• 49:15
  Speaker 2: launched a pharma site. There's like a pharma site you
• 49:16
  Speaker 2: can go on, search Trump's pharma site, and it's a
• 49:18
  Speaker 2: direct-to-consumer thing. And you can get all this stuff way
• 49:20
  Speaker 2: cheaper right now. It's a big deal. He launched it
• 49:22
  Speaker 2: a month ago. Joe Jebbia, who's running design for the government,
• 49:25
  Speaker 2: the Airbnb founder, he designed it all. It works great.
• 49:28
  Speaker 2: So you can go on and do that. So the
• 49:30
  Speaker 2: pharma stuff, Mark Cuban stuff's great. I have a company
• 49:32
  Speaker 2: called Blink Health. It's a cheaper PBM. Like a bunch
• 49:34
  Speaker 2: of us are trying to solve the drug side because
• 49:37
  Speaker 2: that's a big, big thing to make cheaper. There's going
• 49:39
  Speaker 2: to be some drugs that always cost money, by the way,
• 49:40
  Speaker 2: because you want to have innovation, but you want to
• 49:42
  Speaker 2: make the generics and everything cheaper. But then the bigger
• 49:44
  Speaker 2: side of this, man, is the health systems and is
• 49:47
  Speaker 2: primary care. And there's not enough doctors for rural areas.
• 49:51
  Speaker 2: You have to wait weeks sometimes. It's really expensive to
• 49:54
  Speaker 2: go in. There's so many standard things. There's hundreds of
• 49:57
  Speaker 2: chronic conditions. You should just be able to check on
• 50:00
  Speaker 2: the freaking phone and be able to enter the things.
• 50:01
  Speaker 2: And they've already checked you once. Utah is doing a
• 50:04
  Speaker 2: thing where AI can re-prescribe it once you've been prescribed.
• 50:07
  Speaker 2: because it's safe if it's done correctly. And it has
• 50:09
  Speaker 2: to be done safely in a deterministic way. But by
• 50:11
  Speaker 2: the way, this is not like a, oh, AI might
• 50:14
  Speaker 2: mess up type of situation. Like, you can quantify it.
• 50:17
  Speaker 2: You can test the system a million times. You can
• 50:19
  Speaker 2: show that it's safer than doctors. And you should have
• 50:21
  Speaker 2: to show that. It should be regulated in some form, right?
• 50:23
  Speaker 2: There should be some way it's safe. But once you
• 50:25
  Speaker 2: prove it's safe, keeping it out, that's just keeping prices
• 50:29
  Speaker 2: high for the sake of the medical companies. That's bullshit.
• 50:33
  Speaker 1: What are you getting involved in?
• 50:34
  Speaker 2: So we're building some things there, right? We're building a
• 50:37
  Speaker 2: bunch of things in medical AI healthcare, and there's a
• 50:39
  Speaker 2: bunch of great entrepreneurs doing that. That's like a big
• 50:41
  Speaker 2: wave coming. A bunch of our friends are working on that.
• 50:44
  Speaker 2: We got to make it legal. You know, I'll tell
• 50:48
  Speaker 2: you another crazy AI thing that's coming is, have you
• 50:51
  Speaker 2: followed Joby Aviation? It's them and Archer are the two
• 50:54
  Speaker 2: eVTOL companies. So these guys have been, so Joby, we
• 50:58
  Speaker 2: backed 11 years ago to start, and they just got approved.
• 51:02
  Speaker 2: for 12 cities where they're going to be doing, 12
• 51:04
  Speaker 2: states where they're going to be doing takeoff and landing.
• 51:06
  Speaker 2: So you basically can do flying cars in 12 states.
• 51:08
  Speaker 2: It's coming this next year, which is amazing.
• 51:10
  Speaker 3: Next year?
• 51:11
  Speaker 2: It's coming in the next year. It's approved now.
• 51:13
  Speaker 1: So can we buy these cars?
• 51:15
  Speaker 2: It's like Uber. You're going to be like, but you
• 51:17
  Speaker 2: could use it. I've got to check if it's Tennessee.
• 51:19
  Speaker 2: I think it might be. But it's Texas for sure
• 51:22
  Speaker 2: and Utah and a few other ones. I should have
• 51:23
  Speaker 2: checked if it's Tennessee or not. But you can have
• 51:25
  Speaker 2: it come pick you up and take you downtown or something,
• 51:28
  Speaker 2: which would be great. Yeah, we've got to push government.
• 51:30
  Speaker 2: I bet it would be here.
• 51:31
  Speaker 1: I'll check.
• 51:32
  Speaker 2: But here's the thing. So these guys are like the
• 51:33
  Speaker 2: best airplane guys. And they started with the insertion point
• 51:36
  Speaker 2: at Joby at the flying cars, right? They're like these
• 51:38
  Speaker 2: winged things with five rotors. They're building new airplanes too.
• 51:42
  Speaker 2: And they're best aerodynamicists in the world. When you had
• 51:45
  Speaker 2: a new idea and you wanted to iterate, it used
• 51:46
  Speaker 2: to take three months, six months, right? Because that's just
• 51:48
  Speaker 2: how long it takes to do these things and do
• 51:50
  Speaker 2: the work and program it and test it out. Thanks
• 51:52
  Speaker 2: to AI, you can do all that in an afternoon now.
• 51:55
  Speaker 2: So every afternoon, the best guys in the world are
• 51:58
  Speaker 2: doing like three to six months of work. And so
• 52:01
  Speaker 2: here's the thing that people don't realize about AI. It's
• 52:04
  Speaker 2: like we're living like multiple, multiple years in one in
• 52:07
  Speaker 2: terms of progress. So we're taking like the 2020s and
• 52:09
  Speaker 2: the 2030s and the 2040s and we're condensing it into
• 52:13
  Speaker 2: the next few years. And I mean, the breakthroughs we
• 52:17
  Speaker 2: have just on the airplane side, you know, airplanes were
• 52:19
  Speaker 2: basically stuck for 60 years, right? No one believed anything
• 52:21
  Speaker 2: would happen. You're going to start having like way more efficient,
• 52:24
  Speaker 2: way better airplanes coming out in the next few years,
• 52:26
  Speaker 2: thanks to AI. And it's going to be like this
• 52:28
  Speaker 2: shocker where everyone's like, what the heck? These guys actually
• 52:31
  Speaker 2: have hydrogen fuel cells working now. No one's ever got
• 52:33
  Speaker 2: them working on planes. So hydrogen fuel cells, three times
• 52:36
  Speaker 2: more efficient per weight, two times more efficient per conversion energy.
• 52:39
  Speaker 2: So it's six times more efficient for flying as a
• 52:41
  Speaker 2: fuel in the air, which is pretty amazing. And then
• 52:43
  Speaker 2: you have the new shapes of airplanes, new designs of
• 52:45
  Speaker 2: airplanes that we've thought about for years, never really been
• 52:48
  Speaker 2: able to test. And the new designs are multiple times
• 52:50
  Speaker 2: more efficient too. You do the multiplication, six times, even
• 52:53
  Speaker 2: if it's only three, it's 18 times. All of a sudden,
• 52:55
  Speaker 2: air travel's super cheap, way better for everyone in the 2030s, right?
• 52:58
  Speaker 2: So it's just like, The world's in a really good
• 53:01
  Speaker 2: place thanks to this AI. Like this stuff really matters.
• 53:03
  Speaker 1: Yeah, I mean, everybody's really concerned, but I mean, it does,
• 53:06
  Speaker 1: I mean, I've been concerned too. I've been worried, but.
• 53:09
  Speaker 2: It's a lot of change.
• 53:11
  Speaker 1: Yeah, but I mean, I just, I think we're going
• 53:14
  Speaker 1: to be better off when we get on the other
• 53:16
  Speaker 1: end of this. I think we already are better off.
• 53:18
  Speaker 2: I think it's already getting better, but it's going to
• 53:19
  Speaker 2: be a huge leap the next five or 10 years.
• 53:22
  Speaker 2: And listen, I think it's fair to be scared. I'll
• 53:24
  Speaker 2: tell you, if I had to make the other argument,
• 53:26
  Speaker 2: what am I most scared of? I think it's really
• 53:28
  Speaker 2: good that Elon's doing because I think it shifts the
• 53:31
  Speaker 2: Everton window because you don't want just a bunch of
• 53:33
  Speaker 2: woke companies in charge. Listen, I think there's people I
• 53:37
  Speaker 2: respect in Anthropic despite the fight they've had with the
• 53:39
  Speaker 2: department and stuff, but there's some leftists there too. I
• 53:42
  Speaker 2: think OpenAI kind of let themselves be conquered by the left.
• 53:45
  Speaker 2: I think Elon, with what he's done, is kind of
• 53:47
  Speaker 2: pushing everything else to be more rational, basically. Because it
• 53:51
  Speaker 2: would be scary. Let's say you only had woke authoritarian
• 53:53
  Speaker 2: AI things that are all of a sudden ruling against
• 53:56
  Speaker 2: everything you and I believe, that would be bad. So, listen,
• 53:59
  Speaker 2: I think there are things we got to watch for
• 54:01
  Speaker 2: and be careful with, but this stuff is going to
• 54:03
  Speaker 2: make so much wealth for everyone.
• 54:06
  Speaker 1: I mean, how do we.
• 54:07
  Speaker 3: I.
• 54:09
  Speaker 1: Think the big question in my mind is how do
• 54:12
  Speaker 1: we regulate it but remain competitive on the world stage?
• 54:17
  Speaker 2: I think there's certain.
• 54:17
  Speaker 1: Particularly with China.
• 54:19
  Speaker 2: And your next governor here, she's kind of more on
• 54:21
  Speaker 2: the regulation side, right? Blackburn, Senator Blackburn. She's one of
• 54:25
  Speaker 2: the ones who kind of pushes that. And listen, I
• 54:28
  Speaker 2: respect where she's coming from in certain areas. I think
• 54:30
  Speaker 2: you want to protect children for sure. I think that's right.
• 54:33
  Speaker 2: And there could be certain rules on privacy we all
• 54:35
  Speaker 2: agree on that we want to put in place. I
• 54:37
  Speaker 2: think that's fair without breaking everything, right? You know, I
• 54:40
  Speaker 2: think there probably should be some rules about what kind
• 54:43
  Speaker 2: of images you can create about people. You shouldn't just
• 54:45
  Speaker 2: be able to take a picture of a with one
• 54:48
  Speaker 2: of our wives and do whatever they want with it
• 54:50
  Speaker 2: in a video. That's not fair.
• 54:51
  Speaker 1: I don't know.
• 54:51
  Speaker 2: That's kind of messed up, right? It's like, there's probably
• 54:54
  Speaker 2: things like that that we should be protecting for civilized society. I,
• 54:58
  Speaker 2: you know, so I think the best way to do
• 55:01
  Speaker 2: this is to do it nationally. I mean, Congress is
• 55:03
  Speaker 2: so dysfunctional on both sides right now. They're so dysfunctional.
• 55:06
  Speaker 2: Like really what you do is you have moderates work
• 55:08
  Speaker 2: together nationally with some basic, basic things in that we
• 55:11
  Speaker 2: all agree on and then just like let it be
• 55:13
  Speaker 2: free and then come back and revisit if something else
• 55:15
  Speaker 2: is broken. Like that would be my take, you know?
• 55:17
  Speaker 1: So you're pretty much on the... You don't want much
• 55:20
  Speaker 1: regulation at all.
• 55:21
  Speaker 2: I want to protect kids, and I want to protect creators.
• 55:24
  Speaker 2: I think Mark, you know, Senator Blackburn is big on
• 55:26
  Speaker 2: protecting creators. There's probably some rules there that's good, that's
• 55:29
  Speaker 2: fair too. So I think there's basic things you could
• 55:31
  Speaker 2: do for sure, and there's some compromise. But I think
• 55:35
  Speaker 2: right now, the vast majority of regulations in this country,
• 55:38
  Speaker 2: like there's 9 million words per state, Sean, of regulations.
• 55:40
  Speaker 2: 9 million words per state. The vast majority is big
• 55:43
  Speaker 2: companies stopping small companies and stopping new innovative companies. from
• 55:47
  Speaker 2: disrupting their business more efficiently. Like, that is what regulation
• 55:50
  Speaker 2: mostly does. Let's be honest, right? And here's the crazy thing. Like,
• 55:54
  Speaker 2: one type of regulation is licenses. You need licenses to
• 55:56
  Speaker 2: do things, right? So there's a thousand different types of
• 55:59
  Speaker 2: things you might need a license to do. There's only
• 56:02
  Speaker 2: 50 of them that you need a license in every
• 56:03
  Speaker 2: state to do. So right away from the start, 95%
• 56:06
  Speaker 2: of the things that they force licenses for is clearly
• 56:08
  Speaker 2: just protecting their guild because it's perfectly safe to do
• 56:10
  Speaker 2: without a license in another state, right? So most of
• 56:13
  Speaker 2: this stuff is guilds and big companies creating regulations to
• 56:16
  Speaker 2: stop others. And healthcare, by the way, that's exactly what
• 56:20
  Speaker 2: it is. Healthcare costs so much money because we put
• 56:22
  Speaker 2: so many rules that you can't compete. It's literally a
• 56:25
  Speaker 2: crazy amount of rules. You have to spend tens of
• 56:27
  Speaker 2: millions of dollars just to get going and you can't
• 56:29
  Speaker 2: even do a new thing because they've blocked all the
• 56:31
  Speaker 2: new stuff you could do. So, our country, the areas
• 56:34
  Speaker 2: where we have high costs, where everyone suffers, where the
• 56:37
  Speaker 2: middle class, where the working class suffers, is the areas
• 56:39
  Speaker 2: where these guys have put in thousands and tens of
• 56:41
  Speaker 2: thousands of rules. And by the way, That's like good
• 56:43
  Speaker 2: for guys like me. If I just wanted to make
• 56:45
  Speaker 2: tens of billions of dollars, I could put in all
• 56:46
  Speaker 2: sorts of rules and I could afford the fucking lawyers
• 56:49
  Speaker 2: to go follow those rules, right? Like guys in my
• 56:51
  Speaker 2: situation who've built multiple big companies, like we could deal
• 56:54
  Speaker 2: with regulation.
• 56:55
  Speaker 1: We can afford it. We could figure it out.
• 56:57
  Speaker 2: But it crushes any new thing trying to compete. And
• 57:02
  Speaker 2: so it's bullshit. We shouldn't be crushing all these new things.
• 57:04
  Speaker 1: What about AGI?
• 57:07
  Speaker 2: So this is like the, did we create a new
• 57:10
  Speaker 2: God question, right? Because that's like, obviously.
• 57:12
  Speaker 1: It's a fair question, and it's... Didn't Jensen Lang just
• 57:15
  Speaker 1: come out and say, like, we're there?
• 57:18
  Speaker 2: There's AGI, there's ASI, which is, like, general intelligence versus, like,
• 57:22
  Speaker 2: systemic intelligence. There's... I think a lot of people are
• 57:25
  Speaker 2: defining when do we create something that has more intelligence
• 57:28
  Speaker 2: than all of humanity combined and can do things that
• 57:30
  Speaker 2: none of us combined can do. The question is, like,
• 57:33
  Speaker 2: what's the level? I'm not even sure it's the right
• 57:36
  Speaker 2: way to think about it, because it's really more of
• 57:38
  Speaker 2: a tool right now for lots of things. But sure,
• 57:40
  Speaker 2: let's just, you know, I think it's a fair question.
• 57:43
  Speaker 2: Do at some point you create something that has so
• 57:46
  Speaker 2: much more intelligence that's just so far ahead of you
• 57:49
  Speaker 2: all that somehow it takes over. And listen, I think
• 57:52
  Speaker 2: right now I'm much more afraid of what people are
• 57:54
  Speaker 2: going to do with AI. I'm not saying you couldn't
• 57:57
  Speaker 2: somehow create something that would do that. I think you
• 57:59
  Speaker 2: have to be smart. I think that's more of like
• 58:02
  Speaker 2: a 10, 20 year from now question. But it's definitely
• 58:04
  Speaker 2: a question to watch for. And I think as you're
• 58:07
  Speaker 2: building AI, one of the things it does as a
• 58:08
  Speaker 2: tool is helps us analyze and understand what's coming next.
• 58:12
  Speaker 2: And we have to have, it's actually really good there's
• 58:14
  Speaker 2: lots of these companies, because we all need to be
• 58:15
  Speaker 2: using these in different ways to understand and analyze and
• 58:17
  Speaker 2: make sure we're aware of what we're building. It's like,
• 58:20
  Speaker 2: you know, it's true.
• 58:21
  Speaker 1: Yeah, yeah. And you guys are getting in on Palantir.
• 58:25
  Speaker 1: It's getting into corruption, waste, fraud, all that kind of shit, right?
• 58:31
  Speaker 2: I mean, this is that core of the DNA since
• 58:34
  Speaker 2: we started Palantir. You saw PayPal back in the day
• 58:37
  Speaker 2: before Palantir existed. the Chinese and Russian mafia were stealing
• 58:40
  Speaker 2: all our money, right? That was the big thing. And
• 58:42
  Speaker 2: if you hear Elon talk about fraud, he knows it,
• 58:44
  Speaker 2: because he was part of that battle. He was part
• 58:46
  Speaker 2: of that battle to stop that. And he said, like,
• 58:48
  Speaker 2: you know, whoever squeals the loudest, that's because you're turning
• 58:52
  Speaker 2: off their fraud. Like, I remember Peter was at chess
• 58:53
  Speaker 2: club with some Russian guy who was pissed, and he
• 58:55
  Speaker 2: was screaming and yelling, and he was complaining. And it's
• 58:58
  Speaker 2: because Peter was like turning off all of his fraud
• 59:01
  Speaker 2: at work, right? Because he was tied to these mafia guys.
• 59:04
  Speaker 2: So it's like, yeah, this is like core. Like Palantir,
• 59:07
  Speaker 2: when it was first built, it came out of that
• 59:09
  Speaker 2: experience of understanding how to do data investigations based on fraud.
• 59:12
  Speaker 2: And yeah, Palantir is working right now with the SBA,
• 59:14
  Speaker 2: with Kelly Loeffler, who's doing, Administrator Loeffler is doing an
• 59:17
  Speaker 2: amazing job there. Tons of stuff. And HUD, I mean,
• 59:20
  Speaker 2: HUD is just like level one ground level for fraud, right?
• 59:24
  Speaker 2: Just like paying off NGOs for get out the vote purposes,
• 59:27
  Speaker 2: paying off, people in the community, basically, in the inner cities.
• 59:30
  Speaker 2: There's just a lot of nonsense that you're finding, and
• 59:32
  Speaker 2: the question is.
• 59:33
  Speaker 1: There's shit tons of fraud. I mean, I had Nick
• 59:34
  Speaker 1: Shirley come on, talk about all the fraud.
• 59:37
  Speaker 3: Going on up in Minnesota.
• 59:37
  Speaker 2: I think he's done a great job exposing a lot
• 59:39
  Speaker 2: of stuff.
• 59:39
  Speaker 1: You know, with the Somalis, what the... I mean, these
• 59:41
  Speaker 1: tribes are so good. The leering centers.
• 59:43
  Speaker 2: The leering centers, I love it. Look, these tribes are
• 59:46
  Speaker 2: so good because they coordinate. Because, like, you couldn't get... Unfortunately,
• 59:49
  Speaker 2: in Europe, you get, like, a tribe of these, you know,
• 59:51
  Speaker 2: Islamists from wherever, like, 15 of them to go rape
• 59:54
  Speaker 2: the teacher together and not tell anyone.
• 59:55
  Speaker 3: Like, if you.
• 59:56
  Speaker 2: asked 15 of my cousins to go rape a teacher,
• 59:58
  Speaker 2: they'd all like punch you in the face. And like,
• 59:59
  Speaker 2: there's no way they'd all go do something like that.
• 1:00:01
  Speaker 2: But these, man, these tribes from these places are sick.
• 1:00:03
  Speaker 2: And we brought them into this country. There's a lot
• 1:00:05
  Speaker 2: of broken tribes here, unfortunately.
• 1:00:06
  Speaker 1: And yeah, there's.
• 1:00:08
  Speaker 2: Tons of fraud tied. There's tons of fraud tied to
• 1:00:10
  Speaker 2: subcultures around LA that we're finding. It's really unfortunate. We
• 1:00:14
  Speaker 2: got to turn all this stuff off.
• 1:00:15
  Speaker 1: So, I mean, my question, I mean, I got, you
• 1:00:18
  Speaker 1: guys are going over, I keep saying you guys, COVID
• 1:00:22
  Speaker 1: era PPP fraud. Palantir is now helping small business administration
• 1:00:26
  Speaker 1: investigate fraud. You mentioned the HUD, minority contracting abuse. Biden
• 1:00:31
  Speaker 1: nearly tripled the size of the program. Most contracts were
• 1:00:35
  Speaker 1: no bid awarded. So anyways, I mean, this kind of sounds,
• 1:00:39
  Speaker 1: didn't we kind of do this with Doge and it didn't.
• 1:00:41
  Speaker 2: Well, Doge turned off $ 160 billion of stuff. That's not nothing.
• 1:00:45
  Speaker 2: That's pretty good stuff.
• 1:00:46
  Speaker 3: No, no, no, no, no.
• 1:00:46
  Speaker 1: I'm not saying it's not nothing. I'm saying... There's quite
• 1:00:49
  Speaker 1: a lot more to find. We all wanted a lot
• 1:00:50
  Speaker 1: to go.
• 1:00:50
  Speaker 2: There's a lot more to find.
• 1:00:51
  Speaker 1: The full distance.
• 1:00:53
  Speaker 4: Yeah.
• 1:00:53
  Speaker 1: But there was so much fucking pushback.
• 1:00:55
  Speaker 2: Yeah, and it was, like, complicated. I think, listen, I
• 1:00:58
  Speaker 2: think when Doge first started, like, listen, I mean, I
• 1:01:00
  Speaker 2: was there at Mar-a-Lago briefly and with Elon and Vivek
• 1:01:04
  Speaker 2: and others, and they were interviewing people to become the secretaries, right?
• 1:01:09
  Speaker 2: Because Trump had them helping with transition. And so Doge
• 1:01:12
  Speaker 2: right from the start was kind of like tied to
• 1:01:14
  Speaker 2: the boss and tied to the president. And I think
• 1:01:17
  Speaker 2: there had to be a cultural change with how it
• 1:01:19
  Speaker 2: worked with the agencies and worked with the leadership in
• 1:01:21
  Speaker 2: ways they'd be okay with it. But a lot of
• 1:01:22
  Speaker 2: the best people did go into these agencies and keep working.
• 1:01:25
  Speaker 2: It's not like it went away fully, right? All the
• 1:01:26
  Speaker 2: cultures there are still in a lot of these places
• 1:01:29
  Speaker 2: and going. And I love that, listen, the president's put
• 1:01:32
  Speaker 2: the vice president in charge of this, right? And I
• 1:01:34
  Speaker 2: saw him recently. He says this is a big objective
• 1:01:37
  Speaker 2: of his. He's working hard on it. And a lot
• 1:01:40
  Speaker 2: of the grift that comes from fraud, Sean, is how
• 1:01:44
  Speaker 2: the Democratic Party funds its allies. This is just the truth.
• 1:01:47
  Speaker 1: Oh, what?
• 1:01:48
  Speaker 2: This is how the Democratic Party funds its friends and allies.
• 1:01:50
  Speaker 2: It's very good at it, right? We caught huge amounts
• 1:01:53
  Speaker 2: of money going to these things that go to get
• 1:01:55
  Speaker 2: out the vote for the left. And there's hundreds of
• 1:01:58
  Speaker 2: nonprofits in New York State recently came out that are
• 1:02:00
  Speaker 2: funding get out the vote. They're funding candidates, right? And
• 1:02:03
  Speaker 2: so these people will have political power. They'll get money
• 1:02:06
  Speaker 2: for the NGOs. They get money for their businesses with
• 1:02:08
  Speaker 2: Medicaid or whatever else, and they'll give it right back.
• 1:02:12
  Speaker 2: It's like political largesse. They give it right back to
• 1:02:14
  Speaker 2: people benefiting them, and they get more. And it's huge
• 1:02:17
  Speaker 2: amounts of money. So this is why, unfortunately, a lot
• 1:02:19
  Speaker 2: of the left is not on our team for getting
• 1:02:21
  Speaker 2: rid of fraud because it's funding so many of the
• 1:02:23
  Speaker 2: people who vote for them and who support them. And
• 1:02:25
  Speaker 2: this is a huge issue for us to go after
• 1:02:26
  Speaker 2: much harder. We got to turn it off. Sheesh.
• 1:02:29
  Speaker 1: Epi, do you think this... Has this started? Oh, yeah.
• 1:02:33
  Speaker 2: Oh, yeah. Listen, they're finding a bunch of stuff with
• 1:02:35
  Speaker 2: Administrator Loeffler and the SBA. They just announced a bunch
• 1:02:37
  Speaker 2: of stuff in HUD a few weeks ago that they're finding.
• 1:02:40
  Speaker 2: There's just all this stuff and we're turning it off.
• 1:02:42
  Speaker 2: And you said the right thing that's also really getting
• 1:02:44
  Speaker 2: me really annoyed is we should be doing more prosecutions.
• 1:02:46
  Speaker 2: We should be putting more people in jail because you're
• 1:02:48
  Speaker 2: finding stuff that's very clearly fraud and you're turning it
• 1:02:51
  Speaker 2: off and we are not prosecuting. And I think the
• 1:02:53
  Speaker 2: people running the DOJ are not nearly as competent as
• 1:02:56
  Speaker 2: they need to be. I'll just put it out there.
• 1:02:58
  Speaker 1: How the fuck is this gonna change?
• 1:03:00
  Speaker 2: We gotta get more competent people whose job is to
• 1:03:02
  Speaker 2: actually initiate and put people in jail for.
• 1:03:06
  Speaker 1: Breaking the law. How do we do that?
• 1:03:08
  Speaker 3: You....
• 1:03:10
  Speaker 2: Put out the word to hire really competent lawyers?
• 1:03:13
  Speaker 3: I don't know.
• 1:03:13
  Speaker 2: Like, I've built orgs, you've built orgs. It's like, I mean, I'm...
• 1:03:17
  Speaker 2: I know what I.
• 1:03:17
  Speaker 1: Would do, but nobody's doing it.
• 1:03:19
  Speaker 3: What would you do?
• 1:03:20
  Speaker 1: I would fucking fire everybody and bring it to the table.
• 1:03:22
  Speaker 2: You'd replace some new leadership. That seems reasonable to me
• 1:03:25
  Speaker 2: at this point. Listen, by the way, some leadership's really
• 1:03:27
  Speaker 2: good in some of these places, and they are working
• 1:03:28
  Speaker 2: well with us.
• 1:03:30
  Speaker 1: Leffler's doing... Great work.
• 1:03:31
  Speaker 2: Like, there's people in the Department of War doing, I think,
• 1:03:33
  Speaker 2: great work. Like, whether or not you agree with the war,
• 1:03:35
  Speaker 2: these are competent people, right? And so there's, like, places
• 1:03:37
  Speaker 2: where we have very competent leaders that Trump has brought in.
• 1:03:40
  Speaker 2: And there's places where, for whatever reason, I can't tell.
• 1:03:42
  Speaker 2: They're not getting it done. So let's fix it.
• 1:03:45
  Speaker 3: Yeah.
• 1:03:46
  Speaker 2: Yeah.
• 1:03:47
  Speaker 1: Well, I hope it sticks. I really hope that sticks.
• 1:03:51
  Speaker 2: We got to turn this stuff off. We got to
• 1:03:53
  Speaker 2: prosecute it. We got to make sure it can't happen again.
• 1:03:55
  Speaker 2: This drives me crazy, Sean, because we have First of all,
• 1:03:57
  Speaker 2: the government shouldn't be able to give hundreds of billions
• 1:03:59
  Speaker 2: to NGOs. Like, what the heck, right? That's wrong. But
• 1:04:01
  Speaker 2: the problem is if you go to the Senate and
• 1:04:03
  Speaker 2: try to get the votes for that, you need 60 votes,
• 1:04:05
  Speaker 2: you can't get it because the Democrats won't vote against
• 1:04:08
  Speaker 2: funding this stuff. You know what I think we should
• 1:04:10
  Speaker 2: do here to fix that?
• 1:04:11
  Speaker 3: What?
• 1:04:11
  Speaker 2: We should use the NGOs for our objectives. At scale.
• 1:04:15
  Speaker 2: We should say, okay, we're gonna be funding NGOs to
• 1:04:18
  Speaker 2: help free speech in Europe. We're gonna be funding NGOs
• 1:04:20
  Speaker 2: to root out the communists from all the universities around
• 1:04:22
  Speaker 2: the country. We're gonna be funding NGOs to go do
• 1:04:25
  Speaker 2: anti-voter fraud in the cities. We're going to be funding
• 1:04:28
  Speaker 2: NGOs to look at any other NGOs to make sure
• 1:04:30
  Speaker 2: they're not doing anything political. Like, these are all things
• 1:04:32
  Speaker 2: we could do, and the left would hate it. And
• 1:04:34
  Speaker 2: you know what? We might get the votes to turn
• 1:04:35
  Speaker 2: off NGO funding if we actually use them for something
• 1:04:38
  Speaker 2: on our team. I don't know. Just to throw it
• 1:04:41
  Speaker 2: out there, you know? Like, why not be a little
• 1:04:42
  Speaker 2: more aggressive? We're in the generation that wants to fight.
• 1:04:45
  Speaker 2: These old Republicans, man, they don't know how to fight.
• 1:04:47
  Speaker 1: Yeah, I think we've all figured that out.
• 1:04:49
  Speaker 2: We all figured it out.
• 1:04:50
  Speaker 1: Like, come on, guys.
• 1:04:51
  Speaker 2: Like, we need to actually fight and win. Like, because
• 1:04:53
  Speaker 2: there's stuff we're totally aligned on here, but we got
• 1:04:55
  Speaker 2: to be fighting. Why don't we have fighters? It's like
• 1:04:57
  Speaker 2: there's this genteel class of like patricians presiding over some
• 1:05:01
  Speaker 2: kind of decline. I don't get it. Like, come on guys,
• 1:05:03
  Speaker 2: let's fix it.
• 1:05:05
  Speaker 1: So what would we do? Would we start new NGOs?
• 1:05:09
  Speaker 2: I mean, I'm in favor of just turning it all off,
• 1:05:11
  Speaker 2: but because we can't turn it all off, I would
• 1:05:13
  Speaker 2: probably start new ones to bid for the money and
• 1:05:16
  Speaker 2: use it for things on our side while we're in power.
• 1:05:18
  Speaker 2: But I'd want to design them in a way where
• 1:05:21
  Speaker 2: they're going to wind down no matter what, because you
• 1:05:22
  Speaker 2: don't want to create a whole new class of leeches, right?
• 1:05:24
  Speaker 2: That's always a problem. Yeah. Because I am not for
• 1:05:26
  Speaker 2: having tons of leeches on our side like they have
• 1:05:28
  Speaker 2: on their side. They have so many leeches. Just make
• 1:05:30
  Speaker 2: money off this nonsense. There's like whole agencies that we
• 1:05:33
  Speaker 2: turned off that were basically doing nothing and it's other
• 1:05:36
  Speaker 2: than fraud and corruption. And so we don't want that.
• 1:05:39
  Speaker 2: I don't want, that's not our side, but we should
• 1:05:41
  Speaker 2: be fighting back and we should be doing whatever we
• 1:05:43
  Speaker 2: can to get them to be forced to turn these off.
• 1:05:46
  Speaker 1: That's my view. Makes, it does make sense. Does make sense.
• 1:05:50
  Speaker 1: What's going on in Ukraine, Russia these days?
• 1:05:53
  Speaker 2: You know, I really hope that this war has a
• 1:05:56
  Speaker 2: good impact there. If we're honest, like, the three militaries
• 1:05:59
  Speaker 2: that are probably the best in the world right now,
• 1:06:02
  Speaker 2: just from all their practice recently, is probably U.S., Israel,
• 1:06:05
  Speaker 2: and Ukraine.
• 1:06:06
  Speaker 1: Obviously, U.S.
• 1:06:06
  Speaker 2: Is the very best, but Israel and Ukraine have both
• 1:06:08
  Speaker 2: gotten so much better because they've been forced to fight.
• 1:06:09
  Speaker 2: I'm very impressed with the Ukrainians. There's some really, really
• 1:06:13
  Speaker 2: clever innovation that they've created by necessity to save themselves.
• 1:06:16
  Speaker 2: I mean, it's amazing stuff they're doing.
• 1:06:18
  Speaker 1: Give me some examples.
• 1:06:21
  Speaker 4: Like?
• 1:06:21
  Speaker 1: Stuff that's impressing you over there.
• 1:06:23
  Speaker 2: Like figuring out like there's this company sign engineering that
• 1:06:28
  Speaker 2: we're involved with just like doing all of the maps
• 1:06:30
  Speaker 2: of the battlefield for the drones and how to control
• 1:06:32
  Speaker 2: them and how to counter them and knowing what's going
• 1:06:34
  Speaker 2: on and knowing how to hide, knowing how to attack.
• 1:06:37
  Speaker 2: There's all sorts of new things. There's electronic warfare that
• 1:06:39
  Speaker 2: they and others are doing to create like bubbles the
• 1:06:42
  Speaker 2: enemy can't see and then sneak through to turn their
• 1:06:44
  Speaker 2: stuff off during an attack into different ways, jamming them
• 1:06:48
  Speaker 2: in different ways, creating shadows of things that don't actually exist,
• 1:06:50
  Speaker 2: you know. There's all sorts of ways they're producing lots
• 1:06:54
  Speaker 2: of small things at scale that they can use to
• 1:06:57
  Speaker 2: halt the enemy's advance and harass them in ways that
• 1:07:00
  Speaker 2: no one's ever done before. There's literally millions on both
• 1:07:02
  Speaker 2: sides of these drones back and forth. There's controls where
• 1:07:06
  Speaker 2: one person... I've played video games where you control a
• 1:07:08
  Speaker 2: bunch of troops. It's very different in the real world
• 1:07:10
  Speaker 2: controlling hundreds of these things at once and getting really
• 1:07:12
  Speaker 2: freaking good at it with AI plus the person. It's
• 1:07:15
  Speaker 2: kind of cool. It's terrifying, but it's kind of cool.
• 1:07:19
  Speaker 2: But listen, I think we're turning off all the Shaheed
• 1:07:21
  Speaker 2: production right now. Another benefit of the Iranian thing is
• 1:07:26
  Speaker 2: hopefully that turns off a lot of more stuff to Russia.
• 1:07:29
  Speaker 2: Russia's already, by all accounts, from everything I've heard, they're
• 1:07:33
  Speaker 2: in huge budget troubles. They're actually unwilling to project the
• 1:07:36
  Speaker 2: next year of budget in Russia as of the last
• 1:07:38
  Speaker 2: kind of four months.
• 1:07:39
  Speaker 1: Oh, shit.
• 1:07:40
  Speaker 2: Because they can't do it at this rate, so they
• 1:07:42
  Speaker 2: have to just do it month-to-month planning. And so they're
• 1:07:45
  Speaker 2: under a lot of pressure right now. So I think
• 1:07:47
  Speaker 2: turning off the Iranian stuff I think the budget pressure
• 1:07:50
  Speaker 2: they're under, hopefully we come to a good resolution in both.
• 1:07:53
  Speaker 2: I mean, I think, listen, this is a risky thing,
• 1:07:55
  Speaker 2: but hopefully Trump looks really freaking good six months from now.
• 1:07:58
  Speaker 2: And both of those things are in the right place.
• 1:08:00
  Speaker 2: I think there's a chance, a good chance of that.
• 1:08:02
  Speaker 1: I hope so. Right on. Right on. Joe, let's take
• 1:08:05
  Speaker 1: a quick break. When we come back, I want to
• 1:08:08
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• 1:09:18
  Speaker 4: Hi, I'm Sarah Adams, the host of Vigilance Elite's The
• 1:09:22
  Speaker 4: Watch Floor, where we highlight what matters. It became a
• 1:09:26
  Speaker 4: permissive state. Explain to you why it matters, and then
• 1:09:30
  Speaker 4: aim to leave you feeling better informed than you were
• 1:09:34
  Speaker 4: before you hit play. Terrorists, hostile intelligence agencies, Organized crime,
• 1:09:40
  Speaker 4: not everything is urgent. But this show will focus on
• 1:09:45
  Speaker 4: what is need to know, not just what is nice
• 1:09:47
  Speaker 4: to know.
• 1:09:48
  Speaker 3: All right, Joe, we're back from the break.
• 1:09:59
  Speaker 1: We were talking about AGI and ASI. I've not even
• 1:10:02
  Speaker 1: heard of ASI, but could you... I just want to
• 1:10:05
  Speaker 1: dive in a little bit more on what that means.
• 1:10:08
  Speaker 1: Can you explain... Can you explain that to me?
• 1:10:11
  Speaker 2: I think there's a lot of different levels you can
• 1:10:12
  Speaker 2: define of what constitutes the computers being way, way ahead
• 1:10:19
  Speaker 2: of us. And I think there's artificial systemic intelligence. There's
• 1:10:22
  Speaker 2: general intelligence.
• 1:10:23
  Speaker 1: There's lower systemic.
• 1:10:24
  Speaker 2: And one of the questions is, at what point do
• 1:10:28
  Speaker 2: people not even help the AI improve itself, which is
• 1:10:31
  Speaker 2: kind of a scary question. So if you want to compare,
• 1:10:33
  Speaker 2: if chess is the right analogy, if you go back
• 1:10:35
  Speaker 2: to chess, it used to be, Like, people are better
• 1:10:39
  Speaker 2: than the machines, but the machine can help you with tactics, right?
• 1:10:42
  Speaker 2: So there's two types of chess. There's the tactics, which
• 1:10:43
  Speaker 2: is like the next three, five, ten moves. The computers
• 1:10:47
  Speaker 2: are really good at that, even from 1960s, because you
• 1:10:50
  Speaker 2: can see the next ten moves. But people will be
• 1:10:52
  Speaker 2: much better at knowing what's happening way farther ahead, right?
• 1:10:55
  Speaker 1: Position, place.
• 1:10:55
  Speaker 2: So there's things the human mind's better at, and there's
• 1:10:58
  Speaker 2: things the computer is better at. And as the computer
• 1:11:00
  Speaker 2: got better at chess, it got to the point where
• 1:11:02
  Speaker 2: the computer, the best computer was better than the best person.
• 1:11:06
  Speaker 2: But for a long time, If you combine the computer
• 1:11:09
  Speaker 2: and a person, it still made it a lot better,
• 1:11:10
  Speaker 2: because there were still some things that people were better at, right?
• 1:11:13
  Speaker 2: So the people were so much better at position play
• 1:11:15
  Speaker 2: that there would be a.
• 1:11:18
  Speaker 1: Chimera, right?
• 1:11:19
  Speaker 2: Combined, it was better. And then it got to a
• 1:11:21
  Speaker 2: point where the computer is so freaking good, it doesn't
• 1:11:23
  Speaker 2: even get any better if you had a person. It
• 1:11:25
  Speaker 2: doesn't need to help anymore. It's just so far ahead. Damn.
• 1:11:29
  Speaker 2: And that's where it is, obviously, today for a long
• 1:11:31
  Speaker 2: time at this point. And so the question is, like
• 1:11:33
  Speaker 2: with coding right now, for a long time, only people
• 1:11:35
  Speaker 2: did it. And now we're just starting to use the
• 1:11:38
  Speaker 2: computer to do a little bit of things. And the
• 1:11:40
  Speaker 2: computer's gotten so much better in the last couple of
• 1:11:43
  Speaker 2: years that now you're using the computer for a lot.
• 1:11:46
  Speaker 2: Like you're not even writing most code anymore. You have
• 1:11:47
  Speaker 2: like six agents or 10 agents if you're really good.
• 1:11:50
  Speaker 2: Each of them like coding for you and you're telling
• 1:11:52
  Speaker 2: it what to do and you're coming back and testing
• 1:11:54
  Speaker 2: it and telling it to build its own tests. But
• 1:11:56
  Speaker 2: there's still like a person involved coordinating all of this stuff, right?
• 1:12:00
  Speaker 2: The question, I think at what point, at what point
• 1:12:03
  Speaker 2: does the coding thing be the thing that coordinates itself
• 1:12:06
  Speaker 2: at some high level? And at what point, even higher
• 1:12:08
  Speaker 2: level than that, is the whole company basically being coordinated
• 1:12:11
  Speaker 2: for all the tech side by a computer? And at
• 1:12:14
  Speaker 2: what point does all the work on whatever important project
• 1:12:18
  Speaker 2: just get iterated on by a computer instead? Which is
• 1:12:20
  Speaker 2: kind of a scary proposition, right? I don't love this.
• 1:12:26
  Speaker 2: At what point are they just replacing yours and my job?
• 1:12:28
  Speaker 2: And it's silly that obviously computers don't want to listen
• 1:12:31
  Speaker 2: to each other. You know, it's kind of creepy, right? Like,
• 1:12:34
  Speaker 2: they go higher and higher and higher up the conceptual
• 1:12:36
  Speaker 2: abstract stack. And so I think there are different ways of, like,
• 1:12:41
  Speaker 2: saying how you measure it. But, like, you know, a
• 1:12:44
  Speaker 2: lot of my smartest friends who run the AI labs still,
• 1:12:47
  Speaker 2: when I talk to them the last few months, it's like, oh, yeah,
• 1:12:49
  Speaker 2: it won't be until the mid-2030s that, like, we're not
• 1:12:51
  Speaker 2: having people actually help on some of these things. But
• 1:12:54
  Speaker 2: what does that even mean at that point, you know?
• 1:12:56
  Speaker 2: So it's, and at what point is, like, is, like,
• 1:13:00
  Speaker 2: scientific discovery pushed ahead by the computers. I think we're
• 1:13:02
  Speaker 2: just starting to get what looked like scientific breakthroughs from computers.
• 1:13:06
  Speaker 2: But they work really closely with people. Like, at what point,
• 1:13:09
  Speaker 2: is there a point where the breakthroughs are happening with
• 1:13:12
  Speaker 2: the people.
• 1:13:12
  Speaker 1: Not even involved? Holy shit.
• 1:13:16
  Speaker 2: And none of us know the answer. I'd say, like,
• 1:13:18
  Speaker 2: when you talk to the smartest guys, like Dario, who
• 1:13:20
  Speaker 2: runs Anthropic, guys of a few months ago, he thought
• 1:13:24
  Speaker 2: that the next few years of this really fast advancement
• 1:13:28
  Speaker 2: is kind of locked in. We used to have something
• 1:13:29
  Speaker 2: called Moore's Law with chips, where the chips get better,
• 1:13:32
  Speaker 2: double every year and a half. And this is a
• 1:13:35
  Speaker 2: law to predict how the chips kept getting faster and faster.
• 1:13:38
  Speaker 2: And the guys running the chips companies, Intel, all the
• 1:13:40
  Speaker 2: other ones, they'd have all sorts of new tactics and
• 1:13:43
  Speaker 2: new technologies they were building that would let you make
• 1:13:46
  Speaker 2: it twice as small, twice as fast over the next
• 1:13:49
  Speaker 2: couple of years. And they'd kind of always be able
• 1:13:51
  Speaker 2: to see ahead maybe two years, maybe three years. And
• 1:13:54
  Speaker 2: it's always like, wow, how are you going to make
• 1:13:55
  Speaker 2: it smaller? Like, well, we have to solve this and
• 1:13:57
  Speaker 2: this and this problem. And they keep going. And they
• 1:13:59
  Speaker 2: did it for a very long time. And so similarly
• 1:14:02
  Speaker 2: with Dario, with this advanced pace where it keeps getting
• 1:14:04
  Speaker 2: better with new data, new techniques, new tactics, he could
• 1:14:07
  Speaker 2: see very confidently the next couple of years and probably
• 1:14:10
  Speaker 2: a third year of how it keeps getting better, which
• 1:14:12
  Speaker 2: is pretty amazing because the pace right now is doubling
• 1:14:14
  Speaker 2: every few months in terms of what the agent is.
• 1:14:15
  Speaker 1: It's crazy.
• 1:14:16
  Speaker 2: So he could see that going on for at least
• 1:14:18
  Speaker 2: another couple of years.
• 1:14:19
  Speaker 3: He's right.
• 1:14:20
  Speaker 2: That's going to be very, very impressive in three years,
• 1:14:22
  Speaker 2: but it's still not, it would still probably take until
• 1:14:25
  Speaker 2: sometime in the next decade or two to do some
• 1:14:27
  Speaker 2: of these other things, replacing people. The question is, is
• 1:14:30
  Speaker 2: it going to keep getting better or not? And it's
• 1:14:32
  Speaker 2: a fascinating situation.
• 1:14:34
  Speaker 1: It's looking likely.
• 1:14:35
  Speaker 2: You know, it's, I tend to think the universe works
• 1:14:38
  Speaker 2: in asymptotes and not in exponentials. Like the idea of
• 1:14:40
  Speaker 2: a singularity, Sean, is that the thing like starts getting
• 1:14:44
  Speaker 2: better and better and then improves itself faster and faster
• 1:14:46
  Speaker 2: and then just infinitely shoots upward and like the whole,
• 1:14:48
  Speaker 2: everything changes and you've, basically have a god that you've created.
• 1:14:51
  Speaker 2: That's like a secular person's religious view from the tech world,
• 1:14:56
  Speaker 2: that we're just going to change everything with a singularity.
• 1:14:59
  Speaker 2: And I think you have these explosions that hit natural
• 1:15:01
  Speaker 2: limits and then go over. And so my view for
• 1:15:06
  Speaker 2: every other phenomenon I've ever studied is that these things
• 1:15:09
  Speaker 2: don't just go exponential forever. There's limits to the universe
• 1:15:12
  Speaker 2: and how these things work. So maybe it doesn't go exponential.
• 1:15:15
  Speaker 2: I don't know. I think it probably doesn't, but some
• 1:15:18
  Speaker 2: people think it probably does. That's a really big question
• 1:15:20
  Speaker 2: for us for 10, 20 years from now.
• 1:15:22
  Speaker 1: Right on. Right on. Let's talk about some of these
• 1:15:25
  Speaker 1: companies that 8VC is investing in. Yeah, what do you
• 1:15:27
  Speaker 1: want to hear about? I picked a handful here. First
• 1:15:31
  Speaker 1: one I want to talk about is Overland AI.
• 1:15:33
  Speaker 3: I love it.
• 1:15:33
  Speaker 1: I've been kind of following that company for a couple
• 1:15:38
  Speaker 1: of weeks. I just saw it, and then when I
• 1:15:40
  Speaker 1: was getting ready for the interview today, I was like, oh, shit.
• 1:15:43
  Speaker 2: Byron is an impressive man. He's a professor out West
• 1:15:46
  Speaker 2: and he's won the National DARPA contest a bunch of
• 1:15:49
  Speaker 2: times of how you navigate over kind of random terrain, right?
• 1:15:53
  Speaker 2: So this is very different than a self-driving car. The
• 1:15:55
  Speaker 2: problem Elon and Google and those guys are solving is
• 1:15:58
  Speaker 2: driving on roads with people and bikes. And it's a
• 1:16:01
  Speaker 2: hard problem, right? There's a really hard problem, obviously. The
• 1:16:03
  Speaker 2: problem he's solving is like over kind of like random
• 1:16:06
  Speaker 2: 3D terrain, like in a forest. Like if you're going
• 1:16:08
  Speaker 2: to launch an attack or if you're going to defend this,
• 1:16:10
  Speaker 2: you know, If someone had to drive something out back over,
• 1:16:13
  Speaker 2: you know, out behind here where you're shooting, it's like
• 1:16:16
  Speaker 2: that's a different sort of self-driving problem. You need LIDAR
• 1:16:19
  Speaker 2: for sure because you're like measuring ahead where it dips down.
• 1:16:21
  Speaker 2: You might have ditches, you get stuck, you might have rivers,
• 1:16:23
  Speaker 2: you're going around mountains, you're climbing over. So he's the
• 1:16:25
  Speaker 2: best in the world at that. And his vehicles can
• 1:16:28
  Speaker 2: go without humans interfering for days. And this is obviously very,
• 1:16:34
  Speaker 2: very useful for a military to be able to go
• 1:16:36
  Speaker 2: over complex terrain. And originally he was powering all the
• 1:16:40
  Speaker 2: other Primes and all the other vehicles out there, but
• 1:16:42
  Speaker 2: now he's building a bunch of his own.
• 1:16:44
  Speaker 3: Right on.
• 1:16:45
  Speaker 1: What do these vehicles look like? He's doing both.
• 1:16:49
  Speaker 2: Actually, it's interesting. I think the main one that we're
• 1:16:51
  Speaker 2: going to make a lot of are smaller, rugged, all-terrain
• 1:16:56
  Speaker 2: vehicles that can have a bunch of different kind of
• 1:16:58
  Speaker 2: sensors and weapons on them, but they're not for carrying
• 1:17:00
  Speaker 2: people in this particular case there. And they're much, much,
• 1:17:03
  Speaker 2: much cheaper. So a tank is very useful for certain things, but...
• 1:17:07
  Speaker 2: These guys, you probably could have several hundred of them
• 1:17:09
  Speaker 2: for the cost of a fully equipped tank.
• 1:17:12
  Speaker 3: No shit.
• 1:17:12
  Speaker 2: With different sensors, with different weapons, coordinating. I'd be a
• 1:17:15
  Speaker 2: hell of a lot more scared if I was 100
• 1:17:17
  Speaker 2: miles away and there were 300 of these smart things
• 1:17:19
  Speaker 2: coming at me than just a single tank. So there's
• 1:17:21
  Speaker 2: two different types of weapons.
• 1:17:23
  Speaker 1: So is this similar to Saronic?
• 1:17:26
  Speaker 2: It is kind of analogous in the sense that you
• 1:17:29
  Speaker 2: have autonomous Saronics building at scale, autonomous warships. And Saronic's
• 1:17:33
  Speaker 2: first product was a 25-footer. Saronic last year also built,
• 1:17:37
  Speaker 2: as you know, the fastest built big ship since World
• 1:17:40
  Speaker 2: War II. So Saronic is now building at scale 180-footers, 150-footers, 100-footers,
• 1:17:45
  Speaker 2: which is pretty awesome, right?
• 1:17:47
  Speaker 3: Yeah, man.
• 1:17:47
  Speaker 2: I mean, a 180-foot autonomous boat can be more powerful
• 1:17:51
  Speaker 2: than a 400-foot destroyer if it's autonomous, because the destroyer
• 1:17:53
  Speaker 2: has a freaking hotel on it that is 180-foot all weapons.
• 1:17:56
  Speaker 2: So you actually have more weapons on the 180-footer than
• 1:17:58
  Speaker 2: the destroyer.
• 1:17:59
  Speaker 3: Damn.
• 1:17:59
  Speaker 2: Which is pretty cool, right? And by the way, in
• 1:18:02
  Speaker 2: a battle, What's a destroyer do in a battle? It runs.
• 1:18:05
  Speaker 2: It has to run away. It has 500 lives. It's
• 1:18:06
  Speaker 2: going to get wiped out. These guys don't have to
• 1:18:08
  Speaker 2: run away. They can freaking charge, right? And you have
• 1:18:10
  Speaker 2: a lot more of them for the same cost. So, Ceramic,
• 1:18:12
  Speaker 2: what they're doing makes sense. But yeah, it's similar where
• 1:18:14
  Speaker 2: over the land, you're also going to want a lot
• 1:18:16
  Speaker 2: of these things that are autonomous, that are much cheaper
• 1:18:19
  Speaker 2: at scale, go into a territory. If we ever have
• 1:18:22
  Speaker 2: to fight in a jungle, ever have to fight in Ukraine,
• 1:18:24
  Speaker 2: ever have to fight anywhere on the ground, you're going
• 1:18:26
  Speaker 2: to want this stuff.
• 1:18:27
  Speaker 1: Is Ceramic deployed anywhere?
• 1:18:28
  Speaker 2: Cerrone has, but it's because the war is going on.
• 1:18:32
  Speaker 2: We're not able to talk about any of that right now, unfortunately.
• 1:18:36
  Speaker 1: Oh, damn it. Can't wait till we can.
• 1:18:39
  Speaker 2: Yeah, you got to get Dino back. He's a big
• 1:18:40
  Speaker 2: fan of yours. And he's a CL, also, of course.
• 1:18:43
  Speaker 1: Yeah, we had him on.
• 1:18:45
  Speaker 2: Yeah, he loved it.
• 1:18:47
  Speaker 1: But how about Tap? Yeah, that's really cool.
• 1:18:52
  Speaker 2: Jason Spires. He's a really good guy. You know, actually,
• 1:18:55
  Speaker 2: he had an interesting background, he wouldn't mind me saying,
• 1:18:57
  Speaker 2: because he overcame this thing where he grew up really poor,
• 1:19:01
  Speaker 2: and he was dealing marijuana, and they threw him in
• 1:19:03
  Speaker 2: jail for a long time for being good at it.
• 1:19:05
  Speaker 2: And he got out of prison in his 20s, and
• 1:19:06
  Speaker 2: he went to Stanford, and then he went to Palantir
• 1:19:08
  Speaker 2: for a little bit. And I ended up meeting up
• 1:19:11
  Speaker 2: with him, and we helped him as he got this
• 1:19:13
  Speaker 2: thing going. And you kind of root for guys like
• 1:19:15
  Speaker 2: that who had a tough upbringing and didn't hurt anyone.
• 1:19:18
  Speaker 2: He was just really good at selling this stuff. So
• 1:19:20
  Speaker 2: they locked him up. But he's someone I really admire.
• 1:19:24
  Speaker 2: And he obviously turned his life fully around. And he's
• 1:19:27
  Speaker 2: a great entrepreneur. And this is one of the most
• 1:19:28
  Speaker 2: important areas for our country right now. It's called training
• 1:19:31
  Speaker 2: all people. It's how do you get people to get
• 1:19:33
  Speaker 2: great jobs and get them exposed to kind of more
• 1:19:36
  Speaker 2: higher-end vocational training, working with machines that cost millions of dollars.
• 1:19:41
  Speaker 2: It's too expensive to build a school to train someone
• 1:19:44
  Speaker 2: on a semiconductor machine that they might have to work with.
• 1:19:46
  Speaker 2: It costs tons of money. He's built instead with his
• 1:19:48
  Speaker 2: co-founder some amazing VR technology. So the students are actually
• 1:19:52
  Speaker 2: partnered with a bunch of these companies where they'll train
• 1:19:54
  Speaker 2: people in VR, make sure they can get to the
• 1:19:57
  Speaker 2: point where they're actually pretty proficient and learn a bunch
• 1:20:00
  Speaker 2: of different stuff. And then they'll have trainers who've done
• 1:20:02
  Speaker 2: this forever in their company, helping them do it at scale.
• 1:20:05
  Speaker 2: And then once they're good enough, they get to train
• 1:20:07
  Speaker 2: on the real stuff. And so it makes it so
• 1:20:08
  Speaker 2: much more affordable to take huge numbers of Americans and
• 1:20:12
  Speaker 2: get them ready for high-paying jobs. And he's helping tens
• 1:20:15
  Speaker 2: of thousands of people. Hopefully, he'll be helping hundreds of
• 1:20:16
  Speaker 2: thousands of people soon.
• 1:20:18
  Speaker 1: Right on, man.
• 1:20:18
  Speaker 2: Yeah, it's a good thing to do.
• 1:20:20
  Speaker 1: How about Esper? That caught my attention.
• 1:20:24
  Speaker 2: I love it.
• 1:20:24
  Speaker 1: Cloud policy-making software. I love it.
• 1:20:27
  Speaker 2: Malka is an impressive founder. Her parents are from Afghanistan, actually.
• 1:20:30
  Speaker 2: She grew up here. Very pro-liberty lady. She's like, I
• 1:20:33
  Speaker 2: love it. I think you can be American from any
• 1:20:35
  Speaker 2: background if you love liberty and you love our country
• 1:20:37
  Speaker 2: and love our values. And she and my wife became friends, actually,
• 1:20:41
  Speaker 2: because they're both interested in policy and they're both obsessed
• 1:20:44
  Speaker 2: with the regulatory state being really broken and really hurting
• 1:20:46
  Speaker 2: a lot of things in America. It's kind of a
• 1:20:48
  Speaker 2: core conservative value of how you make government less stupid.
• 1:20:51
  Speaker 2: And so what she realized when she started this company
• 1:20:54
  Speaker 2: is that technology and AI can actually make the regulatory
• 1:20:57
  Speaker 2: state work a hell of a lot better. So it's
• 1:21:00
  Speaker 2: a nonpartisan thing, right? No one wants government to be
• 1:21:02
  Speaker 2: dumb because it's pretty dumb sometimes. And so if you're
• 1:21:05
  Speaker 2: going to make, for example, if you're going to make
• 1:21:06
  Speaker 2: a regulation, what's the process to make it, to check
• 1:21:09
  Speaker 2: other states, to learn what's going on, to see what
• 1:21:11
  Speaker 2: the code is? What's the process to review it? What's
• 1:21:13
  Speaker 2: the process to see how it's working? What's the process
• 1:21:15
  Speaker 2: so people in the field know what the regulations are
• 1:21:17
  Speaker 2: so they can intelligently kind of use them and not
• 1:21:19
  Speaker 2: just harass people unnecessarily? So there's a lot of interesting
• 1:21:23
  Speaker 2: tech to make it all that transparent. And she has
• 1:21:25
  Speaker 2: a bunch of states using it to basically make the
• 1:21:28
  Speaker 2: regulations smarter, to get rid of bad regulations. and just
• 1:21:31
  Speaker 2: run that process. It's a profitable company, growing really well,
• 1:21:35
  Speaker 2: working both blue states and red states, and just making
• 1:21:38
  Speaker 2: government less stupid. So I love stuff like that.
• 1:21:41
  Speaker 1: Yeah, and that's awesome. And then the other one that
• 1:21:43
  Speaker 1: really caught my attention was Bedrock. Yeah, this is cool.
• 1:21:47
  Speaker 2: This is cool. Boris, he's also a great lover of liberty.
• 1:21:52
  Speaker 2: Not to get all these people in trouble with their
• 1:21:53
  Speaker 2: other people, but he is. His father was like a
• 1:21:56
  Speaker 2: genius from the Soviet Union who fled here, basically, like
• 1:21:59
  Speaker 2: one of those physicists, I think.
• 1:22:00
  Speaker 3: No shit.
• 1:22:01
  Speaker 2: And Boris was a great entrepreneur. I met him through
• 1:22:03
  Speaker 2: a mentor of mine a long time ago. He's working
• 1:22:05
  Speaker 2: on stuff in AI. And he ended up selling a
• 1:22:07
  Speaker 2: company to Google. And he helped run part of their
• 1:22:10
  Speaker 2: Waymo division. You know, Waymo is the self-driving cars. And
• 1:22:13
  Speaker 2: so these are a bunch of really, really talented guys.
• 1:22:15
  Speaker 2: I mean, it's amazing what Waymo has done. I'm rooting
• 1:22:17
  Speaker 2: for Elon against Waymo with Tesla. But they're obviously both
• 1:22:19
  Speaker 2: comes from great DNA. And his new company, it's autonomous construction,
• 1:22:26
  Speaker 2: autonomous excavation. And this is really, really cool because it's
• 1:22:30
  Speaker 2: First of all, 25% of all the costs right now
• 1:22:32
  Speaker 2: to build something in the U.S. in construction is tied
• 1:22:35
  Speaker 2: to excavation. And second of all, there's tons of things,
• 1:22:38
  Speaker 2: like there's quarries, there's 6,000 quarries where you can never
• 1:22:41
  Speaker 2: basically get enough stuff out of them cheaply enough. Everything's
• 1:22:43
  Speaker 2: really expensive because you never get to hire tons of
• 1:22:45
  Speaker 2: people right away. Then you have to fire them all
• 1:22:47
  Speaker 2: because you can't use it for a while. And you
• 1:22:48
  Speaker 2: can never get enough people for the right jobs. It's
• 1:22:50
  Speaker 2: sloppy and it's like messy and a lot of it's boring.
• 1:22:53
  Speaker 2: And so he actually has, it's working. And he's raised
• 1:22:56
  Speaker 2: a few hundred million more dollars recently since we invested.
• 1:22:59
  Speaker 2: from all sorts of top investors, and they're partnered. They're
• 1:23:02
  Speaker 2: using Caterpillar machines. People love it, and they're actually deployed,
• 1:23:08
  Speaker 2: and it's working. They're doing it in Texas, doing it
• 1:23:09
  Speaker 2: in Alabama. Here's the funny thing. The tech, of course, unfortunately,
• 1:23:12
  Speaker 2: the AI people are in California, but when they do
• 1:23:14
  Speaker 2: stuff in the real world, they always come to the
• 1:23:17
  Speaker 2: center of the country where the states are run well.
• 1:23:20
  Speaker 1: I mean, that's going to change a lot.
• 1:23:21
  Speaker 4: Yeah.
• 1:23:22
  Speaker 2: I mean, so.
• 1:23:26
  Speaker 1: It's not just excavators, right? It's construction.
• 1:23:29
  Speaker 2: It's going to be all sorts of construction stuff. You
• 1:23:31
  Speaker 2: started with excavators. That's a really hard problem with multiple dimensions.
• 1:23:34
  Speaker 2: Like you're digging on a hill and you have different
• 1:23:36
  Speaker 2: kind of dirt coming up. And it's really interesting. You know,
• 1:23:39
  Speaker 2: one of the crazy things is they train on like
• 1:23:41
  Speaker 2: tons and tons of data, which is part of their
• 1:23:42
  Speaker 2: advantage is they partner now with lots of different companies
• 1:23:45
  Speaker 2: getting all the data. And the computer learns what to do.
• 1:23:48
  Speaker 2: And so one of the things to learn how to
• 1:23:49
  Speaker 2: do is when it's done digging and it's waiting, it'll
• 1:23:52
  Speaker 2: go around and use the scooper to clean things up
• 1:23:54
  Speaker 2: nearby and, like, smooth things out.
• 1:23:55
  Speaker 1: Are you serious?
• 1:23:56
  Speaker 2: Because it'll learn from the guys doing it. Isn't that crazy?
• 1:23:58
  Speaker 1: That's wild. I mean, I feel like shit's going to
• 1:24:01
  Speaker 1: get done at least three times. I mean, typically eight hours, what,
• 1:24:05
  Speaker 1: eight hours construction shift to operate that machinery. Think about it, like,
• 1:24:08
  Speaker 1: we have 24 hours a day. That's three times faster.
• 1:24:11
  Speaker 2: I'm always jealous. I'm always jealous of Japan because, like,
• 1:24:14
  Speaker 2: they'll have their roads just like the guys will come
• 1:24:16
  Speaker 2: at night because they respect their other people so much
• 1:24:17
  Speaker 2: in their society and they don't have the weird unions
• 1:24:20
  Speaker 2: that break things. So they just, like, work really hard
• 1:24:22
  Speaker 2: at night, well-paid, and get it done fast, right? So
• 1:24:24
  Speaker 2: you can be on the road again. Now you can
• 1:24:26
  Speaker 2: do it again without having to keep the union guy
• 1:24:27
  Speaker 2: up at night, you know?
• 1:24:28
  Speaker 1: Damn, man.
• 1:24:30
  Speaker 2: No, and by the way, here's the thing. This is
• 1:24:32
  Speaker 2: like a classic Jevons paradox thing, which is really important
• 1:24:35
  Speaker 2: for economics, because a lot of people might see this,
• 1:24:37
  Speaker 2: and their first instinct might be, well, F you, you're
• 1:24:39
  Speaker 2: just getting rid of people's jobs, right? That might be
• 1:24:42
  Speaker 2: the thing they think. And here's what it is. It's
• 1:24:46
  Speaker 2: that when something goes down in cost, you can demand
• 1:24:50
  Speaker 2: for a lot more of it. So the original Jevons Paradox,
• 1:24:52
  Speaker 2: and it's important people understand, this is a key economics concept,
• 1:24:55
  Speaker 2: is they figured out how to make coal plants twice
• 1:24:59
  Speaker 2: as efficient in the 19th century. It's a big deal
• 1:25:01
  Speaker 2: because coal was like the big energy. And so if
• 1:25:03
  Speaker 2: you own a bunch of coal mines, a lot of
• 1:25:05
  Speaker 2: people did, that was a big thing back then, and
• 1:25:07
  Speaker 2: coal plants are twice as efficient, all of a sudden
• 1:25:09
  Speaker 2: everyone's like, oh my God, they're not going to need
• 1:25:10
  Speaker 2: our coal anymore. And you know what happened instead is
• 1:25:13
  Speaker 2: the man for coal went way up because all of
• 1:25:17
  Speaker 2: a sudden, because energy was so much cheaper, It was
• 1:25:19
  Speaker 2: now much more in demand and there's much more uses
• 1:25:21
  Speaker 2: of it. And it's the same thing here. If you
• 1:25:23
  Speaker 2: can build buildings in America for much cheaper, suddenly a
• 1:25:26
  Speaker 2: manufacturing project that you were forced to do in Mexico
• 1:25:29
  Speaker 2: or forced to do in the Philippines or Vietnam or
• 1:25:32
  Speaker 2: wherever else the hell the number is said to do it,
• 1:25:34
  Speaker 2: suddenly it makes a lot more sense to do it
• 1:25:36
  Speaker 2: here because you're building it for much cheaper. And so
• 1:25:38
  Speaker 2: suddenly you're cut. So the amount of economic activity you're
• 1:25:42
  Speaker 2: going to create if we can make these things cheaper,
• 1:25:44
  Speaker 2: it's going to go so up. There's going to be
• 1:25:46
  Speaker 2: so much more stuff that just, Right now, there's all
• 1:25:48
  Speaker 2: this stuff, Sean, that I really want to do here
• 1:25:50
  Speaker 2: as a patriot, and I do. I produce a lot
• 1:25:51
  Speaker 2: of things here. I build things with the ships and
• 1:25:52
  Speaker 2: everything else. But there's a lot of stuff that doesn't pencil. Like, Joe,
• 1:25:55
  Speaker 2: I'm sorry, it doesn't pencil. And you can't just be
• 1:25:57
  Speaker 2: a crazy person. It has to pencil, right? But this
• 1:25:59
  Speaker 2: makes a lot of stuff pencil a hell of a
• 1:26:01
  Speaker 2: lot better in the next few years. So it's going
• 1:26:02
  Speaker 2: to lead to a massive boom in economic activity here.
• 1:26:05
  Speaker 2: It's a very good thing for America.
• 1:26:07
  Speaker 3: Damn, man.
• 1:26:08
  Speaker 1: I mean, what do these machines look like? Are they
• 1:26:10
  Speaker 1: just repurposing?
• 1:26:11
  Speaker 2: They're repurposing Caterpillar machines for now. Caterpillar, by the way,
• 1:26:14
  Speaker 2: is crushing it the last few years. You can imagine
• 1:26:15
  Speaker 2: because of all the construction and data centers and demand
• 1:26:18
  Speaker 2: for their machines around the world. So they're a very profitable,
• 1:26:21
  Speaker 2: massive company. And they love this. They know they can't
• 1:26:23
  Speaker 2: build it themselves. And so they're working really well and
• 1:26:26
  Speaker 2: partnering and figuring out. And we're equipping their machines. And
• 1:26:30
  Speaker 2: you know who else is going to be going into
• 1:26:31
  Speaker 2: this sector as well, as our friend Travis just announced it.
• 1:26:34
  Speaker 1: Have you followed that at all, Travis Kalanick?
• 1:26:36
  Speaker 2: No. So he's the one who built Uber, right? Very famously.
• 1:26:39
  Speaker 2: Amazing entrepreneur. Super hardcore guy in terms of a builder.
• 1:26:43
  Speaker 2: And his latest company, he's renaming Adams. And he's going
• 1:26:46
  Speaker 2: into the world of Adams. You can go. He did
• 1:26:47
  Speaker 2: a whole manifesto online. So Bedrock's my favorite big company
• 1:26:51
  Speaker 2: exists in this space. But in other parts of the space,
• 1:26:53
  Speaker 2: like mining, et cetera, Travis wants to figure out how
• 1:26:56
  Speaker 2: to make the world of Adams work with AI. So
• 1:26:58
  Speaker 2: this is going to be, hopefully, a huge growth area
• 1:27:00
  Speaker 2: for everyone in the next several years.
• 1:27:01
  Speaker 1: Man, that is wild.
• 1:27:03
  Speaker 2: Yeah.
• 1:27:03
  Speaker 1: What are you excited about?
• 1:27:05
  Speaker 2: You know, America is back, man. Like I said, I
• 1:27:07
  Speaker 2: think our country went through something very weird for 50 years.
• 1:27:11
  Speaker 2: All of a sudden, we had way too many lawyers
• 1:27:12
  Speaker 2: from the early 70s. We had this fiat currency. We
• 1:27:14
  Speaker 2: got rid of the gold standard. We had all this
• 1:27:17
  Speaker 2: bureaucracy sprout up. I mean, it was almost like it
• 1:27:20
  Speaker 2: was like, it was almost like the Soviet Union somehow
• 1:27:22
  Speaker 2: infiltrated us. I don't know, something really bad happened where
• 1:27:25
  Speaker 2: our culture went off the rails. Workers weren't paid as much.
• 1:27:29
  Speaker 2: Finance got to be too big relative to workers. I
• 1:27:31
  Speaker 2: think that's a major problem. Still think we got to
• 1:27:33
  Speaker 2: fix that with, you know, there's all these things that
• 1:27:35
  Speaker 2: were broken for 50 years. And suddenly, the airplanes didn't
• 1:27:38
  Speaker 2: get better. Healthcare got more expensive. Everything got broken. Suddenly,
• 1:27:41
  Speaker 2: it's all reversed. Suddenly, healthcare is going to get cheaper.
• 1:27:43
  Speaker 2: Airplanes are going to get better and faster. Like, government's
• 1:27:46
  Speaker 2: going to get less stupid with this AI stuff. All
• 1:27:49
  Speaker 2: this manufacturing is coming back. All of a sudden, we're
• 1:27:51
  Speaker 2: building ships again with Dino. Like, China builds 230 times
• 1:27:53
  Speaker 2: the amount of ships as we can. We're going to
• 1:27:56
  Speaker 2: 100 exit in America the next several years. Like, all
• 1:27:59
  Speaker 2: this stuff. Like he just, you know, he just, he'll
• 1:28:01
  Speaker 2: announce it himself, but he just raised billions more. There's
• 1:28:03
  Speaker 2: all this stuff that's getting funded, all the stuff that's working,
• 1:28:05
  Speaker 2: all the stuff that's growing. Like America is going to
• 1:28:08
  Speaker 2: be by far number one again. And we just got
• 1:28:10
  Speaker 2: to make sure we don't rip ourselves apart. We don't
• 1:28:12
  Speaker 2: let the left get in charge because they'll break it.
• 1:28:14
  Speaker 1: I love to hear that. I love to hear that.
• 1:28:16
  Speaker 1: I got a hot question for you.
• 1:28:18
  Speaker 3: All right. You ready?
• 1:28:20
  Speaker 1: Joe, drone swarms just flew over Barksdale Air Force Base
• 1:28:25
  Speaker 1: for a week straight. This is where we keep nuclear B-52s.
• 1:28:29
  Speaker 1: They resisted jamming, they were custom built, and the military
• 1:28:34
  Speaker 1: couldn't stop them. Your company, Epirus, literally builds the weapons
• 1:28:38
  Speaker 1: designed to solve this problem. So what's actually going on here?
• 1:28:42
  Speaker 1: Is this a real foreign adversary probing our nuclear infrastructure?
• 1:28:46
  Speaker 1: Or is there any chance this is a PSYOP, a
• 1:28:49
  Speaker 1: distraction from what's happening with Iran and everything else right now?
• 1:28:53
  Speaker 2: You know, it's a great question. And I almost texted
• 1:28:55
  Speaker 2: my friends in the Pentagon to ask them about this
• 1:28:57
  Speaker 2: because I was wondering it too. I probably should, huh?
• 1:28:59
  Speaker 2: Although the reason they might not tell me is they
• 1:29:02
  Speaker 2: know I'd probably tell everyone I talk to you. So
• 1:29:05
  Speaker 2: I don't have inside information. I wish I did. Your
• 1:29:10
  Speaker 2: listener's 100% right. Epris can shoot these things down. I
• 1:29:13
  Speaker 2: actually just posted something right before I went on the
• 1:29:15
  Speaker 2: show a couple hours ago. Epris has a new autonomous
• 1:29:18
  Speaker 2: thing where the truck drives autonomously, opens up, and fires
• 1:29:20
  Speaker 2: autonomously at the drones. You put a couple of these
• 1:29:23
  Speaker 2: at the base, they take the drones down right away
• 1:29:25
  Speaker 2: because So anti-jamming is one thing. EPRESS is not just jamming,
• 1:29:28
  Speaker 2: EPRESS is frying the circuits. EPRESS is literally applying like
• 1:29:32
  Speaker 2: an insane amount of energy, all splished into a 10,000th
• 1:29:35
  Speaker 2: of a second, and like using AI and everything to
• 1:29:38
  Speaker 2: get the power to hit the guy, and I tried
• 1:29:39
  Speaker 2: all at once, and the burst just like is a
• 1:29:42
  Speaker 2: cone of energy. It just fries these things. So yes,
• 1:29:44
  Speaker 2: EPRESS 100% could fry these and turn them off. And,
• 1:29:48
  Speaker 2: you know, so if we really need to, maybe they're
• 1:29:49
  Speaker 2: going to adopt it. So let's see. I think that's
• 1:29:52
  Speaker 2: the obvious solution.
• 1:29:53
  Speaker 1: Andy Lowery's coming here on Monday, I think.
• 1:29:55
  Speaker 3: He is? All right.
• 1:29:57
  Speaker 1: He's bringing one.
• 1:29:58
  Speaker 2: Oh, really?
• 1:29:59
  Speaker 1: He's bringing one. We're going to get a walk around.
• 1:30:01
  Speaker 2: Let's get him on.
• 1:30:02
  Speaker 1: We're going to fry the neighbors.
• 1:30:03
  Speaker 2: Andy's the CEO of Epris. Don't fry the neighbors. They'll
• 1:30:06
  Speaker 2: get us in trouble.
• 1:30:07
  Speaker 1: The neighbors' cars.
• 1:30:10
  Speaker 2: The problem is once you fry some of these things,
• 1:30:12
  Speaker 2: you can't turn them back on. They wouldn't be very
• 1:30:13
  Speaker 2: happy with you.
• 1:30:16
  Speaker 1: There's a follow-up. If China takes Taiwan tomorrow and controls TSMC,
• 1:30:21
  Speaker 1: In those chip factories, can we even continue to build
• 1:30:24
  Speaker 1: drones and AI weapon systems? So first of all, that's
• 1:30:29
  Speaker 1: kind of what I was alluding to earlier about, you know,
• 1:30:32
  Speaker 1: if they do take Taiwan, what does that mean? And
• 1:30:33
  Speaker 1: you were talking about repurposing chips.
• 1:30:35
  Speaker 2: Yeah. So first of all, TSMC is part of like
• 1:30:38
  Speaker 2: a massive ecosystem. So a lot of the design, a
• 1:30:41
  Speaker 2: lot of the work, a lot of other things happen
• 1:30:43
  Speaker 2: in America, happen around the world, happen in the SML
• 1:30:46
  Speaker 2: in Europe. You couldn't just take TSMC and just own
• 1:30:49
  Speaker 2: it for yourself. It would stop working because you'd stop
• 1:30:52
  Speaker 2: sending the designs. You'd stop doing the work. It's not
• 1:30:53
  Speaker 2: been around, right?
• 1:30:54
  Speaker 1: I thought it was all centralized.
• 1:30:56
  Speaker 2: No, it's actually really interesting. I think America actually does
• 1:30:58
  Speaker 2: capture more of the profits from the chip ecosystem than
• 1:31:00
  Speaker 2: Taiwan does. This is what people have missed. They definitely
• 1:31:04
  Speaker 2: capture more of the revenue because of the cost. But
• 1:31:06
  Speaker 2: if you look at the actual profits, we're still capturing
• 1:31:09
  Speaker 2: more than they are because we do so much of
• 1:31:10
  Speaker 2: the work. It's a very distributed industry where a lot
• 1:31:13
  Speaker 2: of that's happening. at Lam Research and Applied Materials and
• 1:31:16
  Speaker 2: all these companies that maybe you haven't heard of that
• 1:31:18
  Speaker 2: are in the Silicon Valley that are part of the
• 1:31:21
  Speaker 2: US still. And so they couldn't just take it all away.
• 1:31:24
  Speaker 2: Now that said, they could massively slow down everything in
• 1:31:27
  Speaker 2: global chip production. They could definitely cut off all the
• 1:31:30
  Speaker 2: newest stuff. It would take a long time to redo it,
• 1:31:34
  Speaker 2: which is why we're trying to obviously build what we
• 1:31:36
  Speaker 2: can here. But listen, it would set back AI by
• 1:31:39
  Speaker 2: five or 10 years. Would it stop us from building drones?
• 1:31:40
  Speaker 3: No.
• 1:31:41
  Speaker 2: Like we have another separate problem right now which is
• 1:31:43
  Speaker 2: that we don't do enough rare earth refining, which is
• 1:31:45
  Speaker 2: something the Department of War has done a really good
• 1:31:47
  Speaker 2: job trying to change. There's been at least a couple
• 1:31:49
  Speaker 2: companies they're putting a lot of money into. They're going
• 1:31:52
  Speaker 2: to mine rare earths. They're going to refine rare earths.
• 1:31:54
  Speaker 2: And you need those things to be able to build
• 1:31:55
  Speaker 2: the magnets and the drones motors. Most of the Ukrainian
• 1:31:59
  Speaker 2: drones on both sides involve China and their supply chain,
• 1:32:01
  Speaker 2: which is not good for us. That's a shame right now.
• 1:32:03
  Speaker 2: That's how it works. We've got to fix that. But
• 1:32:06
  Speaker 2: it's not necessarily just a TSMC problem. That's a separate
• 1:32:08
  Speaker 2: problem we've got to fix that we're working on.
• 1:32:14
  Speaker 1: How, I mean, you were talking about Elon, you know, getting,
• 1:32:17
  Speaker 1: diving into this. Tarifab, yeah. How, I mean.
• 1:32:19
  Speaker 2: You got to bring someone on who knows more about
• 1:32:21
  Speaker 2: it because it's a new thing.
• 1:32:22
  Speaker 1: Yeah, yeah. I'm just curious. What is the timeline? Is
• 1:32:27
  Speaker 1: there one?
• 1:32:29
  Speaker 2: I have nothing but respect for Elon as the number
• 1:32:32
  Speaker 2: one builder in the world. I think when you're a
• 1:32:34
  Speaker 2: great entrepreneur, at least if I speak for others as
• 1:32:38
  Speaker 2: well and for my own things where I've built five
• 1:32:40
  Speaker 2: or six pretty big companies, like I think you almost
• 1:32:42
  Speaker 2: have to trick yourself at least for me, into thinking
• 1:32:45
  Speaker 2: it's going to be faster than it is, because otherwise
• 1:32:46
  Speaker 2: you can't get yourself to do it. You know what
• 1:32:48
  Speaker 2: I'm saying? Because when you start one of these companies,
• 1:32:50
  Speaker 2: at least in my experience, maybe I'm just slower, but
• 1:32:52
  Speaker 2: they always take longer. They're always harder. I think Elon
• 1:32:56
  Speaker 2: has done the most amazing things, but he's also made
• 1:32:58
  Speaker 2: predictions where things take longer. And I think that's just
• 1:33:00
  Speaker 2: normal for a great entrepreneur. So I think it's just
• 1:33:02
  Speaker 2: really hard to know how long things are going to take.
• 1:33:04
  Speaker 2: And I think whatever someone guesses is a great entrepreneur,
• 1:33:07
  Speaker 2: you could sometimes maybe add a few more years. And
• 1:33:09
  Speaker 2: so I think this thing takes a while. That said,
• 1:33:13
  Speaker 2: they're going really fast. They have the best people in
• 1:33:14
  Speaker 2: the world, and it's really good for America that they're
• 1:33:16
  Speaker 2: doing it. So I'm rooting for them.
• 1:33:18
  Speaker 1: Is that an Austin Duke?
• 1:33:19
  Speaker 2: Yeah, it actually is.
• 1:33:21
  Speaker 1: Man, that is wild, man.
• 1:33:22
  Speaker 2: It's so cool. We're just finishing our STEM building for
• 1:33:24
  Speaker 2: a new university right next to SpaceX and Boring Company
• 1:33:28
  Speaker 2: right there next to all this stuff. We're going to
• 1:33:30
  Speaker 2: have 30 acres and have this awesome building. They're actually
• 1:33:33
  Speaker 2: helping us. They're going to be doing robotics and electrical
• 1:33:36
  Speaker 2: engineering and all sorts of stuff there. It's a really
• 1:33:39
  Speaker 2: fun area right now.
• 1:33:40
  Speaker 1: Bam. That's cool, man.
• 1:33:41
  Speaker 2: University of Austin. We're crushing it.
• 1:33:43
  Speaker 1: That's cool. What are you guys doing over there at
• 1:33:45
  Speaker 1: University of Austin? We talked about it last time you
• 1:33:47
  Speaker 1: were here.
• 1:33:48
  Speaker 2: Yeah, it's great.
• 1:33:48
  Speaker 1: The third class is joining right now. Oh, shit.
• 1:33:51
  Speaker 2: Peter Thiel has already hired away a few of our
• 1:33:54
  Speaker 2: people from the first two classes and a bunch of
• 1:33:56
  Speaker 2: them online.
• 1:33:57
  Speaker 1: You can go look.
• 1:33:58
  Speaker 2: They're doing all sorts of cool companies, all sorts of
• 1:34:00
  Speaker 2: cool internships with Boring Company and Palantir and all sorts
• 1:34:03
  Speaker 2: of different groups we partner with. Listen, these are amazing
• 1:34:06
  Speaker 2: young people. To have a really top score, Sean, and
• 1:34:09
  Speaker 2: then to turn down an Ivy League or another top
• 1:34:12
  Speaker 2: school and go to a new university, you have to
• 1:34:14
  Speaker 2: be an entrepreneur. You have to have an opinion. You
• 1:34:16
  Speaker 2: have to want to be part of the... Frankly, it's
• 1:34:20
  Speaker 2: the country elite. It's the new elite. It's the people
• 1:34:22
  Speaker 2: who don't want to be part of the old kind
• 1:34:23
  Speaker 2: of broken Harvard-Yale kind of loser mess, like CFR guys
• 1:34:28
  Speaker 2: who predict everything wrong about what's going to happen in
• 1:34:30
  Speaker 2: the Middle East and are just part of the old
• 1:34:32
  Speaker 2: kind of corrupt old guard. They want to be part
• 1:34:34
  Speaker 2: of the builders. They want to be part of the
• 1:34:36
  Speaker 2: actual competent people who think for themselves and don't just
• 1:34:38
  Speaker 2: echo what you're supposed to say. I think it's going
• 1:34:40
  Speaker 2: really well.
• 1:34:41
  Speaker 1: That's awesome, man.
• 1:34:42
  Speaker 3: Yeah.
• 1:34:43
  Speaker 1: Well, Joe, it was awesome catching up, man.
• 1:34:45
  Speaker 2: It's great to see you.
• 1:34:46
  Speaker 1: Love what you're doing. No matter where you're watching The
• 1:35:03
  Speaker 1: Sean Ryan Show from, if you get anything out of
• 1:35:06
  Speaker 1: this at all, anything, please like, comment, and subscribe. And
• 1:35:12
  Speaker 1: most importantly, share this everywhere you possibly can. And if
• 1:35:19
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• 1:35:23
  Speaker 1: and leave us a review.