Kind: captions
Language: en
the Doge Chronicles continue as they spy
a missing $4.7 trillion at the treasury
sparking calls for an audit of Fort Knox
the president of Argentina gets in on
the meme coin game and it does not go
well Trump says if you save your country
you committed no crime but I think we
might benefit from some additional
context on that grock 3 drops and Elon
thinks it's on track to win a Nobel
Prize meta proving AI can read mines and
energy dominance gets an EO Ashley St
Clair gets an Elon baby and Germany does
its best impression of the modern
gestapo as they arrest people for you
guessed it memes Drew believe it or not
this is real life we are here man 4.7
trillion like that's not a small number
yeah that's crazy we should clarify
exactly what that means so uh everything
that the government spends just as in
your own house you have a field in which
you can say this is what this
expenditure is for and 4.7
trillion doll worth of stuff has nothing
written there so they made that an
optional field I want you to imagine
when you sign up for an account like
it's all required Drew like you got to
give them everything the security code
your address all that stuff and the US
Treasury made it optional to say what
the expense was for and the number that
that racks up to is $4.7 trillion that's
so crazy now I don't know over what
period of time that is uh but even if
that's from the beginning of time Drew
that's a lot of money I can't tell if
there's like a level of ignorance or if
this is just really like they don't know
like I I'm it's it's getting it's
getting ridiculous because I know it's
one thing to cancel a contract it's one
thing to make the u-turn on Dei but
filling in a budget item I feel like
that wouldn't be that hard so do you
think that the government is just this
is its first time being under the
spotlight or do you think it's just this
level of incompetence well I think it's
both I think it's this level of
incompetence and because nobody's put a
spotlight on it and thus made the demand
that we're going to make this better and
then uh because that demand has never
been made then it's just allowed to go
on and on and on and on and on now
listen the government is insanely
complicated and I do not want this to
sound like it's easy but there is an
idea in business called velocity made
good it is the thing when people talk
about why are some entrepreneurs like
Elon Musk able to do just incredible
things and other entrepreneurs are not
able to get their company going
something like 96% of all business
business has failed to reach is it a
million dollars it it's a distressingly
low number and velocity made good is a
nautical term and it comes from angling
your sails in a way that you're able to
capture the energy of the wind and point
Your Vessel in as close to a straight
line as where you're trying to go you
often have to tack back and forth in
order to get the wind and get the
momentum going but the idea being that
there's a big difference between
generating a bunch of energy so running
the government like there's just a lot
of money flowing through the system and
actually generating momentum like
accurate directional momentum based on
that energy and when you
see that level of incompetence of not
doing something as simple as marking
down what exactly is this expense for
you begin to understand why everybody
thinks of the government is this
incredibly plotting thing that it's like
the DMV at scale that this is not a
well-run organization there's no
evolutionary pressure for the
organization to run well because unlike
a business which you either can pay your
employees or you cannot the government
has two tools at its disposal that will
make sure that it can always pay its
employees no matter how incompetent the
employee is no matter how incompetent
the government is they can by force
extract money from you known as taxes
they can literally put you in prison if
you don't and they can print money so
even if they're not able to create an
environment in which the people can be
so productive that they make more money
than we spend for all of our government
services they can just make money up out
of thin air which people have heard me
talk a lot about um and not only is that
horrible in that it makes the rich
richer and the poor poorer without
asking people's permission but you also
end up with a government that is wildly
inefficient and becomes the Barnacles on
the turtle that end up drowning the
turtle it's ridiculous and I I'm more
nervous about it because I feel like the
more we uncover from government we're
going to see that it's one thing to
expose the media it's one thing to see
show that okay 60 Minutes was lying but
it's another thing to show that wait the
government isn't as efficient and isn't
as honest and like lied to me about the
drones in Jersey but like at least make
sure like the the the systems are right
at least make like at least make sure
we're not running on analog like I'm
starting to figure out that like maybe
our defense system is still a green
screen like back in the day like it's
I'm just nervous what else do is
covering as they continue this process
which is why I think it is a very good
idea that we're doing this it's also why
you're hearing the um people that are
not in power I always for some reason I
feel weird saying the Democrats because
I don't want to make them the villain
this is all a part of the human psyche
and when the Republicans aren't in power
they do the exact same thing but when
the team that isn't in power is just
squawking about all of this stuff now I
do think it's twofold I think one
they're not in power and so they're
going to be against everything that
Republicans do but then two when you
look at the um DC voted something like
992 or 94% for kamla Harris so there is
a way of doing business that the current
Democratic party has embraced that is uh
very much bigger government spending
more money and it is a philosophy that I
think is absolutely horrific for the
American people so very interesting that
once you make it a national election
you've got a very different outcome than
when you look at the one area that's
going to be most
uh benefited from a tremendous amount of
the government uh sorry they're going to
benefit tremendously from the government
being as big as possible and pumping a
lot of money through the system it tells
you that the government itself as an
organism is completely out of step of
the rest of the nation uh and so seeing
people now that happen to go under the
moniker of the Republicans adopting what
back in the 90s under Clinton was the
same strategy which by the way was
winning they took us from at the time
the biggest deficit to the big get
Surplus and my hope is that we're able
to do that again well Elon seen one
empty budget item he wants to make sure
something else isn't empty there's been
a call on Twitter to have him audit Fort
Knox um it started with the exchange
from Zero Hedge on Twitter he said it
would be great if Elon Musk could take a
look inside Fort Knox just to make sure
the
4580 tons of us gold is there last time
anyone looked was 50 years ago in
1974 then Elon responded surely it's
reviewed at least every year it should
it isn't yeah I'm going be honest that
goes out there I don't think it's there
what's your do you think we still got it
no I don't think we got it either my my
instinct is that we have loaned that
money out it's not that I think it was
stolen it's that the way that you can
loan it out to somebody who can loan it
out to somebody you can loan it out to
somebody um kind of like how Banks do
like yeah yeah it's called
rehypothecation I think uh so it's crazy
people just don't understand the nature
of the financial system that so much of
it is essentially vaporware it's you
have on your books that somebody owes
you uh a brick of gold and therefore you
count it as I have this asset but when
there's you know eight people in a row
that all say that they have that same
asset shout out to Peter Schiff uh who
gave the example of imagine you have a
um candy bar and you loan that candy bar
out to somebody who loans that candy bar
out to somebody who finally eats it and
now you've got a whole bunch of people
that are like wait where's my candy bar
and so now the person who ate it it's
got to go buy another candy bar to repay
to repay to repay to repay so um my gut
instinct I don't know this this is pure
conjecture but my gut instinct is some
very distressing percentage of that gold
is not physically in Fort Knox which is
how the system works so I don't want
people to be like oh my God this is
fraud this is theft it this is the
system and
you're now potentially seeing because
what's happening right now there this is
going to be a very complicated answer
and so I want everybody to understand
this is only one reason amongst many
others why this is happening but right
now there's like a bunch of people just
doing a run on gold uh and so you get a
literal you have the potential for a
literal run on gold where you can have
enough people put in their IOU for that
candy bar only for everybody down the
line to be like wait wait wait wait wait
wait there is no candy bar till you
finally get to the guy who's like damn I
ate it but I'm gonna have to go like buy
a new one and if they're unable to get
it now you have a whole bunch of people
that are like wait a second where the
the asset that I have is your debt and
that person is saying I can't pay that
debt and so this is exactly how Banks
collapse I think it' be people will be
freaked out just as when they look at
Commercial Banking they'll realize that
most small Banks and let me scrap that
every Bank on planet Earth is
functionally
insolvent and that's why Bank runs are
always this looming fear and the reality
is just not everybody needs their money
all at once but the second people have a
reason to say I want my money back uh if
enough people do it at once you run into
banking crisis and this was the whole
thing this is what about a year ago when
uh Silicon Valley Bank went under uh
so if we find that we have that with
Fort Knox you're going to have a lot of
people um feel very insecure and you
never want people feeling insecure about
the banking system I was going to save
this for for a conspiracy corner but
since we're talking about it I'm going
to bring it up now this is coming from
Walker America on X he said here's
what's going to happen Elon pushes Trump
to audit Fort Knox then the audit
reveals that there's less than 500 tons
of gold the what's supposed to be in
there is
44580 I don't think it's 44,000 right
it's 4,800 something yeah
4,580 um Trump realizes China and Russia
have way more gold than the us but very
little Bitcoin Trump issues EO for
strategic Bitcoin Reserve citing
National Security money printer
go and US buys as much Bitcoin as a
Market will sell price of gold collapses
in BTC terms China and Russia realized
Trump got to jump on them and start
trying to acquire bitcoin price of gold
collapses further Peter shiff is
admitted to a
mental what do what's your take uh I
mean that's a bitcoiner so it's like
look that's that is a plausible scenario
like if those you know between each of
those points there's probably seven
steps that have to happen so um but it
it is a very plausible chain of events I
just doubt very much you're to see
anything like that it'll be a bunch of
fractl trees so it'll be like um you
audit it and there's less gold but it's
not 500 uh Trump realizes that China
Russia and a bunch of central banks have
been buying up gold and but very little
Bitcoin maybe he looks at our strategic
Reserve or looks at the amount of
Bitcoin we have and goes let's make it a
strategic Reserve but he doesn't turn on
the printer because I like to think
myself and a whole lot of other people
would start screaming holy hell if he's
printing money and I don't give a
if he's doing it to buy Bitcoin because
now you are saying dear poor people
you we're going to buy a bunch of
Bitcoin and we're just going to take the
purchasing power from you that would be
so
outrageous uh wow would myself and a lot
of other people be
excruciatingly angry uh that that's the
kind of thing that that I yell and
scream about that I go to Washington d i
DC stand on somebody's lawn uh saying yo
this is up uh so yeah I really
like step five alone would be would
unleash holy hell from a lot of people
um and it it is literally the most
cynical thing in the universe to say
money print to buy Bitcoin because that
makes it sound like Americans are just
going to default uh be advantaged by it
which they're not and even if like look
I want to see America win but if you let
me think about this would the global
poor get battered the global poor
doesn't directly own US debt but their
country does it just seems like it could
be devastating
um it's immoral to do so whether it ends
up being devastating outside of the us
or not it's immoral and I would have to
hear so much more about like what is the
US doing uh with the Bitcoin that it
buys because look there
is there is a fantasy that you could
spin about we're going to do this it'll
become part of this Strategic Wealth
fund not strategic The Sovereign wealth
fund for the us and we can make this
good for Americans it's too
risky it that feels like Sam bankin
freed to me no no no don't worry I know
I'm spending your money but I'm going to
spend it in good ways now the bad news
is I think if you count the receipts Sam
actually did it like if they had just
left him the alone he would have
been able to pay everybody back but
everybody agrees you can't do
that and so if you can't do it at the
company level you should not be able to
do it at the country level it's just as
risky so um ipso facto that's
where oh if you guys were here for the
EPO prep you would be in on that inside
joke which
reminder to join us live for episode
prep Tuesdays Thursdays and Fridays at
8: a.m.
awesome next in AI news grock 3 released
it showed some of its benchmarks
dominating deep seek Gemini and 03 mini
um and Elon made a interesting
Assumption of what he sees a future of
AI happening Earth and Mars Transit can
occurs every 26 months the next we're
currently in a Transit window
approximately the next one would be uh
November of next year um roughly all
right stop it for a sec I want to make
sure that I know um what the fields
metal is but I'm almost certain it is
for novel
Solutions uh to mathematics which if I'm
correct I'm just going to search on
Gro um if I'm correct about that all
right the fields medal is a prestigious
International award given to
mathematicians under the age of 40 for
their outstanding contributions to the
field of mathematics often describes as
Nobel Prize of mathematics it was first
awarded in 1936 and is presented every
four years at the international okay uh
so this is for doing something that
hasn't been done like you've got a
breakthrough or an insight into
mathematics that um that is really
helping to shape the entire field of
mathematics now imagine that's coming
from AI now imagine how scalable that is
so you can just scale AI scale scale
scale scale scale uh to give you an idea
um Jensen hang at uh Nvidia has made for
$500 something that runs their entire AI
so now how many of those can you spin up
a million more so now more in fact so
now you're dealing with something where
you can put that level of intelligence
especially as the inference side of this
gets better so the model hard part
inference far easier certainly cheaper
uh and if you have a million people who
are capable of winning the fields medal
dude this is how things start advancing
really quickly so you put them all like
in a room type thing yeah so imagine
like when I've said look AI on a long
enough timeline drives energy cost to
zero but when I say that I mean it's
going to have to have breakthroughs and
the reason that I get um very excited
about anybody who talks about AI should
be maximally truth seeking meaning
getting to the physics of things like
actually understanding the nature of
mathematics understanding the nature of
physics now you can have breakthroughs
that we haven't had before and
breakthroughs unlock things they make
things possible that weren't previously
possible so now you you really do enter
an age of abundance if we're able to do
that so um anyway hit play because Elon
goes on to make a he makes a crazy claim
I think
but I so I so wanted the other guy to
answer that like whether it's does he
really think it's GNA happen that fast
pause it for a second because look Elon
is notoriously terrible at timelines but
even if he's off by a factor of five off
of his outside estimate of two years
that's only 10 years man in 10 years in
10 years to have a million five million
10 million of these brains capable of uh
generating those kind of insights it
will require inference to get very good
but whoa that that's crazy advancement
that's 20,000 years of advancement in in
an afternoon like really I I mean that
literally so crazy I'm looking forward
to it because I actually want to see the
problems gets off now like I like that
AI can order me a pizza I like that it
can stay on hold for me but now it's
like okay if you can win the fields
medal if you can get the Nobel Peace
Prize I need six of you to get together
in the room and teach us how we can get
the Mars I need 60 to get into a room
and teach us how we can drive like how
we can have clean water in third world
countries like let's actually start
turning the corner with the intelligence
so I'm excited for that part of it if
winning the medal means that they will
then be able to solve those novel
problems they will be able to I want you
to imagine this is the AI in Africa
that's going to teach you how to do
clean water uh you get access to uh an
iPad that whatever like I'm not saying
those are free but you can get an
outdated one that's pretty cheap access
a a model that's open source which my
boy emod mostak is working as furiously
as he can to make sure that every
everybody everywhere all at once has
access to AI you go and say how do you
build a well boom it gives you the
answers and then you go okay 17 of those
parts we don't have here please scour
the web for the cheapest version of that
and it will give it to you or connect me
with the NOS that'll donate the money
whatever whatever whatever and now
you're able to be self-sufficient it
teaches you how to do it it helps you
find the cheapest parts or recycle
things like you give it a photo of like
here's a broken down moped that we have
how do we turn this into clean water it
will actually be able to do that not
today but like when you've got if this
is true and a few years from now let's
just go all the way to 10 10 years from
now you've got something capable of
winning the fields medal dude show it a
picture of the 17 pieces of rusty metal
that you have and it's going to tell you
exactly what you need to do what to look
for for the highest likelihood of
striking water I mean it's just nuts and
I know you're excited for this next
announcement cuz then Elon also threw
his hat into to the game development
ring so where we're going to see that
progress on you know solving physics
problems solving math problems it seems
like he also wants to scale grock to
solve help him develop video games which
is going to definitely help with the
Kaizen project we hope so I don't know
what he's going to do so I don't know if
he's going to close Source this uh with
grock anyway he said every time we get a
fully stable version we'll open source
the previous version so once grock is
fully stable grock 3 is fully stable
then they'll release grock 2 so he said
he thinks that it'll be stable I think
within six months uh so six months from
now grock 2 becomes open source I mean
that's if he does that on the gaming
side that would be absolutely
mindblowing now again I don't know
exactly what their approach is going to
be are they making really basic games so
the example that they gave was a mixture
of um what's it bejweled and Tetris um
and that kind of stuff is a very simple
form of gaming so I don't know if that's
what he's trying to do like solve
release simple problems or if he's going
to get it to create a physics engine
inside of the game because if you get uh
all your rendering handled and your
physics engine uh if you can create rig
animate um drop into a physics engine
all with
AI dude anybody that's try to develop a
game understands it takes a whole lot of
people a whole lot of time and if you
could just go um give me a physics
engine that matches fortnite with the
Aesthetics of Elden ring whatever and
now it's like boom you get the
characters move just like they move in
fortnite but you have the difficult sort
of puzzle solving against the enemies
you have an Elden ring or the scale of
the world like whatever you want to tell
it oh my God Drew if it's doing it based
on physics that's the thing like anybody
that and I found this here at impact
Theory people's base assumption is oh I
try it for five minutes it doesn't give
me an output that I can just copy and
paste AI is broken no no no you've got
to go in you've got to work with it
you've got to understand its weaknesses
you have to know what it does well what
it does poorly work around it know how
you combine different AIS know how you
bring your own intelligence your own
taste to it um to really make it great
but over a weekend I went from like dude
the AI is trash it can't output anything
usable visually to like hold the
phone now I'm able to get this really
close to things that would take us let's
say a week to do I'm in a single prompt
that's nuts so if they're able to not
only make that kind of physics engine
which I'll make as a standin for all the
different elements that I just laid out
uh and they open source it or like with
Unreal Engine the way that they charge
is basically they only make money if
you're making money uh now you're
getting into something where you can
generate incredible games very fast
iterate on them to make them deeper and
deeper and deeper let your own community
Through ugc fractal those things so that
they can do like a branching Leaf off of
that um it's it's going to be an
incredible moment for micro communities
because you'll be able to have a micro
community that is as content rich as
only the biggest games are now we'll get
back to the show in a moment but first
let's talk about a reality many business
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that's why I'm excited about Opus clip
their clip anything AI tool is changing
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turn turn them into social ready Clips
our social team at impact theory has
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it's interesting to see the future of
gaming with AI but they're already
starting because we just seen uh this
Massimo tweet that shows researchers
placed a thousand AI agents inside a
Minecraft server and they develop their
own civilization with government culture
and economy run by California based
startup Altera the project that had AI
agents collaborating to create virtual
societies crazy this is like this is the
part that kind of gives me the heebie
gbes with AI is that like why he GBS is
it duplicating
what humans do which is create
government culture economy or is that
the best way that things have been done
so I'm trying to figure out are they
just kind of copying us with their own
free will or is that like the super
intelligent thing to do inside of this
like platform okay here's how I know
we're living in a
simulation when you start building a
game you realize you're just trying to
replicate everything in the world even
if you want to make it alien so um the
temperature of the planet is wildly
different and therefore the Flora and
the fauna are wildly different um maybe
you even come up with something
different than DNA but you have to have
you you suddenly realize that the way
the world is is how you have to build it
so meaning you keep wanting to push the
intelligence deeper and deeper I want to
be surprised I want to be surprised and
so you start going like this is one
thing we're doing in Project kaisen
which is the video game we're building
you start saying okay I want my whole
thing is I played fortnite and Minecraft
obsessed with both of those games um and
I tried to make a biome inside of
fortnite uh inside of uh Minecraft where
I took a mountain biome and made it a
plains biome because different things
happen in those places and so I thought
oh if I cut down all the trees and make
it like a planes biome it will trigger
planes biome like stuff happening and uh
I realized it doesn't work they've
obviously put somewhere deep in the code
once you're a mountain biome that's it
forever no matter what surface looks
like you are mountain biome period in
story I was very disappointed by that
because I wanted to terraform I wanted
to cause all this Downstream chain of
things to happen just like we can in
real life so in real life uh if you
plant a bunch of trees it's going to
change the ecology around you so
Greening of the deserts we've seen
people do this kind of thing uh playing
in fortnite I beat it and I just get an
umbrella very disappointing I want the
thing that I win to really matter so
okay cool we're trying to bring those
two things together and so now you start
saying I want to push that intelligence
down as far as I can I want to be
surprised I want things to happen that I
never would have predicted and so you
start going okay well what if things
mated right so the reason that humans
use sex for mating instead of cloning
because we could have there are
organisms that clone so why don't humans
clone because you realize that
um as you drive this stuff deeper and
deeper deeper down you end up with a
gazillion microbes living in your gut
now you don't really think about it in
your day-to-day life but if you're
programming this thing and you're trying
to push the intelligence down as far as
you can you start saying well I want
different things to happen if this
creature eats this thing versus this
thing and I want different things to
happen if they live in this region they
encounter these microbes and they eat
this thing and so then what different
cultures will arise maximum I want to be
maximally surprised right and to to get
that kind of I never would have imagined
this you've got to push that
intelligence down as far as you can all
the way to like humans you're
essentially a bunch of cells competing
antigon
this Tom Drew and you this for period of
time and and then you die right
so as you start doing game development
you just constantly are going back to
well what do we do what do we do what do
we do how far down can you push the
intelligence to get these incredible
beautiful surprising things like space
travel and you just go oh my God you're
you're literally by thinking from first
principles you literally find yourself
replicating this world now not one for
one but you find yourself going oh these
questions have already been answered and
the answer is the world that I see and
so when I look at something like
this they're not necessarily trying to
build civilizations but as you code the
AI you're saying to yourself okay well
how do I get the AI to do things that
are functional and they don't just like
walk into a wall forever so then you
start going okay well I've got to give
them incentives they've got to want one
thing over another okay well what thing
should they want you start saying well
if they don't cooperate they'll just
kill each other so okay we've got to
have some way of getting them to
cooperate and so now all the sudden
you're like oh my God I'm Reinventing
organisms it's crazy now I get
it we have the uh frame of reference of
a human and so there's a lot of our
assumptions that just come from what we
already are yeah
but buddy like even think about you want
to build the
universe okay well for uh how do you get
atoms to
coales you want them to replicate like
that's going to be more interesting you
want a high change environment right so
it's like well how do you get a high
change environment in a way that yields
something interesting and so you start
coding all these rules and that's why
when people look at the universe they go
hold on a second there are certain
variables that are so precise that if
those variables are changed even by a
tiny like
00000000000000 1% like the whole
universe falls apart that's so precise
no way this is somebody click clacking
on a keyboard somewhere now that's
obviously not literally true
but it does make you wonder so anyway to
answer the actual question you asked
when you're trying to push that
intelligence lower you end up realizing
that we function like the very things
that when you're just trying to create
something interesting
emerges um so they're emergent
properties through I was going to push
on the Creator thing please cuz it's
like you said it seems like there's
somebody behind everything like just
cliit claen or maybe there's somebody
who put it all together in the beginning
yeah like God yes yeah yeah yeah look
okay I'm not religious I don't believe
in God now when I say that what I mean
is the the vision that people have
captured in religious texts oh yeah is
almost certainly not
accurate let me give you one stat why I
think that's true nowhere in the Bible
does it say you're not living in a
locally real
universe but that is true and we can
prove it meaning a a very simplistic way
of saying this that it's going to make
all the physicists roll in their
Graves uh but is to say that you don't
render the universe unless you're
looking at it so if you were the only
person in the universe and you turn away
from something that thing is literally a
probability Cloud okay quantum physics
when you look at it then now it has to
collapse down into a single position so
it goes from super position to like a
known measure measured position uh
that's not mentioned in the Bible in a
different way it's not called physics
and it's not called probability clouds
and it's called only thing I push back
on there's clearly something we why
something instead of nothing that's the
imate question right we exist we know
there's something even if I'm a dream in
somebody else's head I know it exists
uh so I don't think we've captured it in
the right way and I don't want my
imagination limited by the very useful
thing that is religion but set that
aside I want to remain open to what the
real answer is so I stand in awe of the
universe knowing there's something some
we could call it a creator whatever I
just don't think that humans know what
that thing is have you seen a Men In
Black I think they nailed it at the end
when at the end when they say that our
whole galaxy just a marble in a very big
like I think it was our whole universe
wasn't it yeah yeah like it like that
it's crazy bro um% well it's not all
Sunshine In Rainbows in AI World um this
is a rendering from that imitate Studio
ji's iconic classical style um people
hate it the comments aren't aren't nice
and k smear myself in butter and just
watch this over and over and over not
everybody likes this Drew but I do this
is so incredible get the butter Drew I
didn't need that visual cuz we didn't
need this we didn't need to get we all
need we didn't need the
butter but especially the butter uh this
is amazing but this is going back to
what we said off camera
like it art is supposed to inspire other
art so can you own a art style like is
that supposed to be you or is that the
ultimate compliment that people want to
duplicate it get why people are Furious
it there is a guy named uh mé Kuser who
we worked with back on neon future the
comic book and he did some art for Steve
Aoki and
I breathtaking that dude is unbelievably
talented M and I won't lie uh over the
weekend he sent me some stuff that he's
doing with AI and I was a little sad
that this was no longer him like
painstakingly making these incredible
works of art now he'll be the first to
tell you he's just stealing from '90s
anime he's just literally his style is
'90s anime style but like there is
something a little different about it
and I couldn't love his style anymore if
I tried I mean just
unbelievable uh so I'm glad that he was
able to learn from '90s anime artists
and turn that into something new there's
no doubt 90s anime people look at him
and be like bro you're just like ripping
us off which he would also admit um but
he put enough on it that it's beautiful
and knowing that a human did it and all
that I there is a part of me that still
responds to that so I get where people
are coming from of like you don't want
to see somebody now be able to go dear
AI make me that thing that looks exactly
like mé
Kuser just like people are saying hey I
hate that AI is able to make something
like Mia would make it which is the
style that we were showing there from
Studio ji and so I get it the reason
that I want to smear myself in butter
because I am so turned on by this is
that it unleashes a level of efficiency
so there is a uh 4 second shot from one
of um miyazaki's films I don't remember
which one that took an animator a year
to do and I I understand the human
impulse to be like this is such a work
of art that that they would suffer and
work that hard to create that thing but
the reality is when I watch it it goes
by in 4 seconds and like whatever so I
would much rather people be able to tell
stories that get inside my soul and make
me see the world differently and so I
want to unleash them to where it becomes
about taste it becomes about commentary
it becomes about doing the thing to me
that I want it to do which is to
manipulate my brain chemistry give me an
Insight make me feel something that's
what I want and so I get the sideshow of
it all is like oh this was made by a
human and it was really hard and there
is something there there is value in
that but um the vitriol of this I think
misses the point and the same people
that get mad seeing anime in particular
being
so Faithfully recreated are the ones
that are like you got to pay animators
more there's no money there's no money
there's no money to pay them more like
this is why all the animators U
specifically in anime have to do
everything in
consortiums because it's this Niche
beautiful incredibly painstaking
incredibly expensive art form
and you can't have your cake and eat it
too you can either grind the humans into
the dirt because it is so hard to do
that you just have to pay them like
essentially less than minimum wage to
work 36 hours a day uh so we can all
like consume this like candy and
I'm going to bet some of the people
squawking the loudest watch this at
like 1.5 some of them even watch it at
2x because part of anime culture is to
just take in every episode that you can
so it's like listen I think think the
far wiser way to look at it is this is
going to unleash creativity and now an
artist who would have otherwise like
toiled in obscurity for 20 years not
been able to make ends meet is now going
to be able to tell these breathtaking
stories so I would love to see some way
where when people's work is so clearly
being aped like this literally just
looks like it's straight out of
miyazaki's DNA uh get financially
rewarded for that in some way or that
this becomes open I don't know we have
to think about what the final answer is
but being mad that people are doing it
is the wrong take aggressively yeah I
just wish we could get into people's
brains sometimes but that's what meta is
trying to do now hey crazy they just
published two papers showing that they
can decode thoughts into text with
80% accuracy Drew it's 2025 will you
read that sentence again please 80%
accuracy is crazy to me they can read
80% like and it's not invasive I that
like I hid the I hid the lead there with
that like it's not like they have to
drill into your mind and like plant
something you're just wearing sensors
and they can get it 80% like that's
better than Siri sometimes like this is
crazy Siri is a
just emotionally intellectually crippled
child like good Lord Siri needs an
upgrade big time um I know we got what
everything that elon's doing with
neuralink but I feel like this could be
a game changer I'm thinking about you
know kids that can't uh are kids who are
like late speech I'm thinking about kids
who might be on the Spectrum people who
might be neuro neurologically divergent
This can essentially be a way to
communicate with them straightforward
with like this can this can change lives
like this is kind of crazy this is crazy
yeah th this one's going to be big so
they're calling it thought to action so
you think a thing and then the it's as
if you typed on the keyboard or move the
mouse or whatever it it's this is going
to be um truly unbelievable but it also
gets dystopian really fast so um this is
one of those ones where we're going to
have to have some kind of laws about how
this can be used against you so just
like you have the right to um plead the
fifth and say I'm not going to do
anything that's self-incriminating you
should have the right to refuse to let
this be used on you and because man oh
like oh like in like a confession type
situation or like interrogation put the
thing on him show him images say
whatever whatever and see how they
respond that that is uh that gets
dystopian and dark very very very fast
so look this stuff isn't all upside we
do have to be thoughtful this is going
to require some like imagine somebody
hacking into that like woof uh I do
not need somebody hacking into a stream
of my thinking not a fan uh but being
able to have something like this that
allows
um I mean it could allow things like if
you can do it on humans you can do it on
pets like imagine being able to
effectively communicate with your pet
like this is nuts like the dog they're
looking at you their tails vibrating
like crazy and the AI is like oh they
want the ball they want the food they
you know whatever whatever oh my God but
okay so like I know when I think I say
it in my head and then I kind of there's
that like process do you think dogs are
talking in their head no definitely not
so you think it's just like silence I
have you you said read the dogs have you
ever gotten into a flow state like when
you're just like logged in yeah you're
just doing the thing you're not thinking
Bruce Le has a quote uh I kick to the
point where I don't think kick I just
kick so I think that's where animals are
they're they're having a as far as I can
tell they're having a very rich
emotional life they are in fact my
daughter was um she was hurt last night
like emotionally hurt and she did a
naughty thing and so she got locked up
and when I let her out she was just sad
and she made me come pick her up and
then took her uh into the bedroom to see
her mommy and then it was like slowly
she warmed up and want to kisses and I'm
like this dog is having an emotional
experience so it's not like they're
thinking in English although they may
know words like I know that treats my
dogs know that word so they possibly are
thinking something like that but um it's
more just imagery emotion feeling but to
a scanner it's just pattern so it's not
like the scanner sees words the pattern
just or the scanner just sees a pattern
that it knows oh every time you think
that you then type this cool I now know
that pattern represents the word
whatever whatever when they're playing a
video game the neurolink guys I know
when you think this way you want to move
left or you want to move right whatever
whatever so it would be like that anyway
I didn't mean to make this about uh
telepathy with dogs but just there are
incredible applications there are also
very dark Sinister applications that we
will need to protect ourselves from all
right and this one you kind of threw on
my radar um in world affairs and
politics news Trump tweeted yesterday or
a couple days ago he who saves his
country does not violate any law yikes
yeah it's this like saves makes it weird
for me bro I'm going to need some
definitions I'm goingon to need some
context cuz let me tell you I am the
biggest Trump is not Hitler Trump is not
Hitler I cannot say that emphatically
enough Trump is not Hitler but this is
the of logic that gets people in trouble
Hitler would have said well I save my
country what what the problem is
everybody you just stuff a few million
people into into concentration camps you
uh gas a few we're good right the
outcome bro so you got to be real
careful with that so uh look I love a
lot of things about Donald Trump I am
very excited about what he's doing to
the government and at the same time I
trust him as far as I can throw
him and not even that he's lying though
I'm sure every politician ever
has lied
non-stop uh it's that this is flawed
thinking and you have to be
psychotically careful this is why I say
people need to distrust themselves uh
and trumpish just a guy who does not
distrust himself so I have enough
distrust for the both of us Donald uh so
this is where I want people to
understand I'm not on a team like
somebody put in the comment section
yesterday Tom you're rapidly losing your
um say leftist your left credentials
something like like card uh you can have
it so I'm not trying to be on a team I'm
trying to say that it is it is
figureoutable whether given um action
leads to positive outcome or not we've
seen people run this experiment before
where it's like only the outcome matters
nope bad first of all who the gets
to do the read on the outcome so anyway
that level of thinking is problematic uh
I don't think it's Unique to him in any
way shape or form but that's the kind of
that we have to be on the lookout
for 234 million views holy people
felt some kind of way about this damn so
uh yeah yeah this is the one that you
look out for drew that is the one that
you watch out for this is why we want
checks and balances in our government
yay uh if this is the
um the like downside everything's
trade-offs so we get a guy like Trump
not afraid to go in break break things
move fast like finally fight for the
average American worker love him for it
and if the downside is there's also
parts of his thinking that are insane
and could cause real problems
that's where we go that's why the
founders of this country we're like hey
we have to protect against this kind of
so uh I don't think he's evil but I
do think that that is a uh dysfunctional
way to think I'm just glad that he has
the right to think it and that we
Embrace free speech
where in other countries not so much
Germany just had a 60 Minutes uh special
last week that just aired that literally
is following them arresting people for
memes they post tweets they post online
activity
it I I I can't make sense of it because
it's one thing again we talked about
this last week with the Kanye uh tw
Twitter rant where it's like okay it's
one thing to go calls for violence like
I I tweeted they're going to assassinate
Elon Musk because of after the Pentagon
AI might have read that like I'm trying
to assassinate Elon Musk I got blocked
cool I'll be in Twitter jail I'll take
that L but the things that they're
cracking down on on like memes and
they're like Jo like it seems as if it's
it's one thing to say the Nazi should
come back let's go burn a village down
it's nothing to just reare like a
picture like is it there has to be a
line here right like this can't be
normal this is weird this is so far from
the line this is crazy this this isn't
sliding towards totalitarianism this is
totalitarianism it's look it's degrees
of it's not like they run the whole
country in this sort of um hamfisted way
but this is terrible this isn't bad
thinking this is bad policy this is
aggressively bad policy and uh there
somebody said we don't have the clip but
somebody said uh the Holocaust is
because of free speech please that
is the craziest ever that is a
moronic thing to say what happens is it
goes like this you have free speech and
in the world of free speech you start
putting forward hateful rhetoric or you
start saying hey we should crack down on
people that are posting memes that we
think are mean or hurtful or whatever
and so then people go o I really like
that idea yes we should take Free Speech
away from people and then you Institute
a totalitarian government to make sure
that people don't have Free Speech but
let's be clear it was not the free
speech that forced people to show up at
your door uh rage your house and put you
in jail for what you said it was the
fact that they use free speech to then
get in a position where they could take
it away from you so this is the messy
reality of being a human there are
always in a human society there are
always going to be problems like this
this is why at impact Theory we have
something that we call principles this
is a ralio concept where you give
everybody dots you say whatever you
think is true so the entire company can
criticize me and say I'm doing a bad job
as a CEO that's perfectly fine nobody's
going to get fired for that I I need
people that help me remove my blind
spots and I say you can say anything you
want you can campaign for anything you
want the only thing that you can't do is
actually eliminate principles so no
matter how much you hate it principles
is going to stay so it's foundational
it's Bedrock it's not going anywhere
even if all of you vote and say we hate
this it's got to go nope it's the one
hard and fast so because it is the thing
from which all of the other good things
spring so this is why freedom of speech
matters so much is so foundational now
I'm perfectly happy with the limitations
that we have no incitement for violence
Terror recruitment blah blah blah
fine however this is getting stupid in
the UK is doing this Germany is
doing this this is nuts and this is
exactly how you get people to shut up
and not say what they think is true and
if you want to know where that goes
watch the HBO uh docu series
Chernobyl oh my goodness such a good
show unbelievable unbelievable and
that's what happens when you force
everybody to lie talk about a pump and
dump um he retweeted the Libra coin it
went up then he sold off yeah left a
bunch of bag holders you talked about
the dangers of uh meme coins already um
is he in the wrong for this do you think
that like you live by the meme coin you
die by the mem coin meme coin I think
meme coins should be legal I think
everybody should be able to do what they
want with mem coins but if you with
meme coins this is their nature meme
coins is gambling meme coins is gambling
on culture I believe you should
absolutely be able to gamble on culture
I think you should be able to gamble on
anything you want and does that mean
that the that people who are either
extremely emotionally reactive meaning
they get very excited they can't stop
themselves from taking an action or they
don't have the cognitive horsepower and
therefore are going to get uh themselves
in trouble is that going to happen yes
it is um do I think that Meme coin
should have some regulation around it
yeah light touch but I I think it is
pretty disgusting that the way it works
when you have money printing is you must
buy Assets in order to get ahead they've
created a I'm glad I'm glad this is what
I'm about to say is a good thing uh a
whole bunch of very smart people over
the last whatever 100 plus years have
created the capitalist system of like
the stock markets and things like that
as a function of raising Capital so
basically saying I know people are going
to gamble let me gam let let me let them
gamble so that companies can acquire
that capital and do incredible things
with it it's beautiful it has pulled
people out of poverty it is just
gorgeous in the
extreme but when people start acting
like they have no responsibility in that
system that's where we have the problem
so we both have uh they're forcing you
into the system by inflating your money
away uh they won't acknowledge it as
gambling which is why I beat this
drum to the point where my
community gets mad uh that I refer to it
as gambling case and point with
uh meme coins now should a president uh
lose sight of the fact that they are the
president and their words carry extra
weight I think that they should have an
internal locus of uh they should have an
internal value set that says yeah I I
shouldn't do that if I were him I'd be
like bro don't do it just like Trump
should not have done should not not not
from a I don't think it should be
illegal fine do it but a it's
just it's not a good look it's not a
good look like I was going to wear a
white glove today and I knew people
would have a stroke I think it looks
cool and I am going to do it at some
point if for no other reason than troll
people but there's a difference between
something that's just bad taste versus
something that should be illegal so
there should probably be disclosures of
some kind so people know what it is who
owns what blah blah blah but guys meme
coins is quite literally a thing you do
to catch the pump and get out before the
dump that that is the game of meme coins
that's what they are they are they are
tied to nothing it's just a very not
true they are tied to cultural energy
and you're saying I have a better read
on this cultural energy than the next
person I'm a big influencer and I can
get people to be really excited about
this thing and I get them excited and
then I'm going to either slowly or
quickly uh get out and so what I don't
understand is how people keep acting
like that's not the game so
anyway I had my early experience with
all this where I thought that uh nfts
which aren't meme coins but that that
kind of thing was going to attract
collectors and I just learned oh cool it
doesn't attract collectors it attracts
gamblers now I know um and the world
just has to wake up this is the reality
so I think it's a bad look for elay uh
it's at least at my distance I don't
fall him super closely it's the first
thing that I was like a I hate
everything about that um but again don't
think it should be illegal I think he's
right in that you want to with meme
coins good luck you're probably going to
lose your money like 95% of people I
think this is a if this isn't literally
true this is so close that we'll just
call it directionally accurate 95% of
people lose their money 5% make their
money yeah all my meme coins are read so
I might be in that
you're you're trying you have to pay so
deep attention to culture you've got to
be in all the private groups about what
people are talking about what they see
moving so that you can move fast it's
the game I don't like it I'm not going
to play it but whatever I think people
should be able to but I also think they
should own their L's speaking of owning
L's hey let's just watch this let's dis
no context no context so brutal let's
just watch it
I didn't hear the background noise the
first time
[Applause]
yeah wow
okay all okay all right everything about
this makes me sad it makes me sad okay
let's walk through why this makes me sad
okay cheating on your spouse I think is
horrible MH what makes love the
wonderful thing that it is marriage
committed relationship what makes it
wonderful is that life is hard and
you're now going to have a partner in
all the ways that that word carries
weight you're going to have a partner
that is going to help you you're going
to help them uh you've got somebody for
whom at least until you have kids you're
their number one
and it's one of the primary mechanisms
by which we bring kids into this world
one of the greatest gifts that you can
give to
humanity
uh when you betray that trust
by the ultimate betrayal for both men
and women for different reasons is
uh for women it's it's more hardcore if
it's emotional but to have an affair for
men it's more uh painful if it's sexual
but having that Affair is it takes the
foundation upon which all of that like
joint living and the sacrifices that you
make for each other and all the
compromis you have to do and it
recontextualizes it and it says oh wow
all those times that I really thought
this person was giving me a look that
said I'm special to them I'm their
number one it wasn't real like it was a
performance and once you make a
performance of your own Narrative of
what your life was that that is a deep
pit so I hate that I also hate that she
just wants to punish him so she is in a
moment of vitriol Vengeance and read man
search for meaning there is there's an
incredible moment in that book where
alitz gets
liberated and they're walking out of the
camp and the guy that wrote the book
said he was talking to one of his fellow
prisoners who said by the end of tonight
I will have the blood of German soldiers
on my hands meaning I'm going to go
murder somebody today I'm not waiting a
week or ath today and he was like that's
the wrong response the the guy that
wrote the book yeah and he's like if if
you give into that if you let your hate
Define you and you go seek Vengeance
that's what you're telling yourself is
the most important if on the other hand
you instead go look for those who you
love and you immediately begin to
reconnect to love again to seek the
beauty um you've got a shot of getting
on the other side of this yeah and so I
get her Devastation and I get the
impulse for vengeance I have the impulse
for vengeance this is where I say don't
trust yourself so I hate that about it
um I also hate that they're trying to
stay
together and
so he's allowing himself he he made this
mistake but he's allowing himself to be
torn down and humiliated by the person
that he's living this life with for
reasons I understand but he's allowing
himself to be
diminished as uh an act of penance to be
punished but it won't work because what
she's leaning into is the Vengeance the
hatred the anger and the only way a
couple's ever going to get to the other
side of this is if you can forgive and
like actually let it go now I'll be
honest this is just
me I think you break something that
can't be unbroken when Fidelity is
involved and I don't understand why
somebody would want to try to move
forward in that context I would just say
devastating but the thing that makes the
relationship worth all the sacrifices is
forever gone now if people have done it
and gotten on the other side great
they're just not they don't have the
same frame of reference I have yeah so I
love it and if people have been able to
do it and their lives are amazing I'm
totally here for it I certainly don't
have any moral judgment but when I look
at these to I'm just like this is going
to be horrendous for the next
God knows how many years this is not
going to be a loving marriage this is
going to be her essentially testing how
much pain and humiliation will he
tolerate and she will someday realize it
will never quench what she feels it's
never going to help yeah because what
she wants is somebody that loves her and
will sacrifice for her and be there for
her and all of that and it's just she's
never going to get that by punishing him
so anyway I just hate hate hate
everything about that um yeah I feel
like this entire video could be summed
up as like an emotional decision like
yes you got your licks off yes he's
walking around embarrassed yes you're
yelling at everybody but you look messy
like we would call this in the culture
like you look like a goofy because now
you're aaring dirty laundry in front of
other people and you think you're making
him look bad but you're pushing his baby
you're getting in the same car you're
driving home so you did all that just to
embarrass your man you did all that just
like so you're burning down your house
so to your point it's like what you
actually want this is not going to give
to you um and from his perspective maybe
he you know is trying to stay for the
kids maybe he's trying to do it like
maybe he thinks of pentant there's some
Noble thing on the other side of that
fence but as somebody who has like
walked away from a relationship and like
we had to figure out the kid situation
and all
that that's not going to be satisfactory
cuz now he's just going to be a shell of
himself for the rest of his life and
he's going to be that guy that comes
home sits on the couch watches TV and
emotionally checks out and I don't yeah
I don't see the happy Sunshine healthy
relationship result from this it just it
doesn't make sense to me no way hard
pass man well shout out to him good luck
hope they figure it out no doubt that's
all I got all right did we cover
everything in the intro though that
would be my only thing I want to make
sure I know we have precious little time
but if we miss something from the intro
baby mama that's the only thing missing
oh okay there it is uh so really fast on
the Elon baby
mama okay oh man never thought I have
you'll say those words on the show in
that order I I love that people have
kids I think it's amazing I don't think
there's anything to celebrate in
somebody having as many children with as
many different people seemingly as
possible um yeah that doesn't land for
me but I'm not a baby out with the
bathwater guy so I may take what works
discard the rest I will not be taking
relationship advice from Elon uh however
as an entrepreneur woo we as a
government auditor he's got my vote but
as a
father as a partner maybe not so much
maybe not so much so there it is teach
your own do what you're going to do uh
actions have consequences
them are all the the truths and then
somebody said the fact that the
announcement came over Valentine's Day
weekend means that Elon was somewhere
else and she just decided to just torch
it be Petty wow uh you know there it is
boys and girls look at that billionaires
just like us all right we all have that
one crazy exgirlfriend AR they just you
know just like the just got eight of
them so you know it's all right
collecting them at this point okay
everybody speaking of things you should
be collecting if you haven't already
subscribed make sure you do that make
sure you're joining us live for episode
prep at 800 a.m. Pacific time Tuesday
Thursday and Friday we spent about 4
hours uh engaging with you guys prepping
for the episode so if there's stuff you
want to see us cover that is how you're
going to be a part of it and until next
time my friends be legendary take care
peace here is the brutal truth about
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Doge dives into the IRS and people freak
out Trump ratchets up saying Canada will
have to become the 51st state and I
freak out someone bombed the Chernobyl
nuclear facility but conspiracies