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Episodes Episode #2732

Episode 2732 CWSA 01/27/25

Episode #2732 Jan 27, 2025 1:24:46 33,287 views

Trump and the Panama Canal, and lots more fun ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ If you would like to enjoy this same content plus bonus content from Scott Adams, including micro-lessons on lots of useful topics to build your talent stack, please see scottadams.locals.com for full access to that secret treasure.

Opening General Commentary

The stock market's down a little bit. NVIDIA's taking an 11% hit this morning, but it's popping all around, so we'll see how it ends. Let's call up some comments here so I can see what you're up to. Good morning. Can't keep a good man down, or me either. One good man or me. Hold on. All right, here…

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SimultaneousSip General Commentary

eed is a Chemex, an Aeropress, a Stanley, a canteen, a jug or a flask, a vessel of any kind. Fill it with your favorite liquid. I like coffee. Join me now for the unparalleled... oh wait, I said that wrong. It was a tough few days. Who knows what's going to happen? Sip. Let's start by explaining th…

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MainContent Health & Biohacking

ape. Luckily I'm not dead, but I know the worst thing that you could ever hear is somebody describing their health problems. But mine were kind of funny, so I just have to tell you anyway. About a few weeks ago I had this problem where I had some kind of stomach flu, not sure what it was, and at th…

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NewsReaction Politics as Persuasion

ay. But I'm like, so I go back to DoorDash. I go, all right, and I try to order bananas and then something went wrong because my brain wasn't working again. But I successfully put in the order and I have to wait a few hours. I'm like, oh, if only that banana would come, everything would start gettin…

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NewsReaction Media & Fake News

t this time for already a year because he's done so much? Like time doesn't make sense anymore. But here's another one. Doesn't it sound like this didn't come from this era when you hear that somebody wants to dismantle white supremacy? Which two months ago was sort of normal, but now it just feels…

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NewsReaction Politics as Persuasion

one of the things Marc Andreessen said, he was dumping on Larry Fink, the head of BlackRock. And he said that Larry Fink fell for every idea in the world. Those are his words. Of course I'm much too nice to use that, but I'm quoting because apparently it's semi-approved at the moment. So he was sayi…

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MainContent AI & Technology

migration. And lots of people say some of them are involved in child trafficking, sex trafficking. And the only thing I know for sure is why are there so many of them and why do they cost so much and why are we funding them? It couldn't possibly be a good idea. So I'm pretty sure that nearly all of…

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MainContent Two Movie Screen

harder to get stuff there. There'll be retaliation, etc. And then you have the separate problem that if you just become the tariff country, wouldn't it cause other people to find workarounds and not sell things to you? Or would it cause people to... there would be some confusion if you tried to use…

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MainContent General Commentary

s really real and fair I guess I see what bad things I did. Not one. Do you think that Trump really believed that was a fair election? If I had been in his place I don't think I would have. Now I don't know if it was fair or not. I just know that nobody else knows. And it looked like it was sending…

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MainContent AI & Technology

d by the way, Stephanie. How is any of that real? Even Elon, when he commented about the person leading Mars named Elon, even Elon said how is this real? How could it possibly be real? Now I'll tell you how it could be real. Think of all the books that have ever been written. All the books that hav…

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MainContent AI & Technology

high. The dollar amounts would be gigantic and it would be world transforming if we could just make batteries let's say 20 times better. You know pick a number. It would change everything. And sure enough every day there's a new breakthrough. I don't think any one of these are necessarily going to b…

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NewsReaction Politics as Persuasion

ted that lab to make some good stuff if you thought it was just a cold. Well they've been working hard. They made the common cold or something no worse than the common cold. Anyway the Houthis in Yemen that were disrupting all the ship traffic in the Red Sea by shooting them with missiles they said…

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MainContent Cognitive Reframing

some people could come back just not the Hamas fighters. And maybe you'd have to. It could be that it would just recreate the problem. So if we decided never to do that, not we but if they decided never to do that it wouldn't be unconscionable. It would just be a practical decision. All right so th…

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MainContent Politics as Persuasion

ll the time every day. I use it several times and every time I'm impressed. It just it doesn't fail. It's just so good. Anyway their valuation went from not much to 9 billion and I guess that gives them the confidence to put together a bid for TikTok. And their bid would do something to keep the ex…

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NewsReaction Economics & Finance

dsey Graham said that he thinks there's a good chance the Supreme Court will uphold the banning of illegal foreign people using it for let's say gaming the system. So I don't know if Lindsey Graham has a good handle on what the Supreme Court will do but he's a serious guy and there's a serious argum…

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NewsReaction AI & Technology

re going to rule in a way that doesn't rock the boat too much? I don't know. I don't think that they would be oblivious to the impact on the country and just look at the law but they're kind of supposed to right? It's sort of their job just to look at the law and not worry too much about the externa…

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Closing General Commentary

u enjoyed it. I'm feeling a lot better and I still can't walk too well on that one leg but that'll be fine by the end of the day. And I'm going to say hi to the Locals people privately. Locals I'm coming at you in 30 seconds. Everybody else I'll see you tomorrow same time same place unless I get a t…

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The stock market's down a little bit. NVIDIA's taking an 11% hit this morning, but it's popping all around, so we'll see how it ends. Let's call up some comments here so I can see what you're up to. Good morning. Can't keep a good man down, or me either. One good man or me. Hold on. All right, here we go. Perfect.

Good morning, everybody, and welcome to the highlight of human civilization. It's called Coffee with Scott Adams, and you've never had a better time in your life, especially since you missed it yesterday. Oh, you've got a whole bunch of pent-up coffee enjoyment coming up. It's going to be better than normal. If you'd like to take it up to levels that nobody can even understand with their tiny shiny human brains, all you need is a Chemex, an Aeropress, a Stanley, a canteen, a jug or a flask, a vessel of any kind. Fill it with your favorite liquid. I like coffee. Join me now for the unparalleled... oh wait, I said that wrong. It was a tough few days. Who knows what's going to happen? Sip.

Let's start by explaining the mystery of where I was for the last day. I know it's very, very unusual for me to miss a day of work. Very unusual. So if I do, you can assume I'm either dead or in bad shape. Luckily I'm not dead, but I know the worst thing that you could ever hear is somebody describing their health problems. But mine were kind of funny, so I just have to tell you anyway.

About a few weeks ago I had this problem where I had some kind of stomach flu, not sure what it was, and at the same time, by terrible luck, I had this severe injury that I didn't know where it came from that affected my left hip so that I couldn't even walk. It was just screaming pain whenever I walked. So I had two problems at the same time. Either one individually would have been like the worst thing that happened to you, but boy, you put them together and that's a bad time.

Now this was a few weeks ago. Then the other day on Friday I get that stomach flu back, you know, with all the shakes and aches and pains and everything bad, and my other leg, my other leg got the problem that had now healed from the first time. So how in the world do I get two, probably either coronavirus or virus or norovirus, whatever, it doesn't matter. How in the world do I get it twice in a row? That's combined with the exact injury, except it's the other leg. How's that even possible?

Well, I finally figured out what it was. The leg problem is because of the way I was sleeping. So apparently when I lay on my side I do something with my leg that puts it in a bad position. So when I wake up I'm in screaming pain and it takes hours or sometimes days to get back to normal so I can even just walk. So yesterday I couldn't put anything in my body, which meant that I couldn't have coffee or anything else. So I've got a coffee headache, I've got all the symptoms of a flu, and I've got screaming pain in one of my legs.

Now when I say screaming I mean actually literally. It would have been bad to be my neighbor because about every hour I'd wake up and scream with every step. Now you're saying to yourself, that's really bad, that's really bad. So I'm uncaffeinated, I'm sick, and I need a banana because I think a banana is the only thing I could possibly get down. Sometimes you just know what you might be able to eat, and I think if I get the banana I can get the coffee on top of it maybe and it wouldn't be so bad and then I'd at least feel better.

And I'm like, all right, I need a banana. So I limped to my kitchen, oh, with every step. And for the one time, this is very rare, I have no bananas. I almost always have a banana. It's like my most basic thing I keep. So I go to order one to be delivered. Not one, you know, a bunch of bananas. So I get on Amazon to get my banana because I'm so out of it that I couldn't tell the difference between Amazon and DoorDash. I confuse them because they both bring groceries to me. But I forgot that Amazon is the one that brings it to you the next day. No, I needed it right away. I need that banana. I really need a banana.

So I get on Amazon. I'm like, oh, banana. How interface? And I put some stuff in a basket and then it disappeared and I'm in some other mode because I guess Amazon has more than one way to buy groceries that somehow got mixed up, the two ways. So every time I would add something and then I think I was done, I'd be ready to send, there would be no send button. There was no buy button. And then I'd end up in some other mode. And so I think Amazon has at least three different ways to buy groceries. So I couldn't figure it out. But I finally figured it out and put in the order and then it tells me it's going to be there tomorrow. And I'm like, what? Oh shit, I'm on Amazon. I need DoorDash.

So I'd already ordered it. So now I've got a bunch of stuff coming that I don't need that should be sometime today. But I'm like, so I go back to DoorDash. I go, all right, and I try to order bananas and then something went wrong because my brain wasn't working again. But I successfully put in the order and I have to wait a few hours. I'm like, oh, if only that banana would come, everything would start getting better. If I could get the banana. I just need one banana. That's all I need.

Finally DoorDash comes. He delivers my bananas, except apparently I had somehow ordered one banana. That's right. Now I know the difference between a bunch and a single banana, and I was pretty sure I hit the bunch, but apparently I hit the single banana. So I got one banana, which would have been enough except it was green. So that's like no banana.

So I said, damn it, I am not going to be beaten. So I suffer through trying to figure out how to order properly again. Second DoorDash right after the first one. And finally I'm happy to report that after all that banana business I finally got a nice bunch of bananas. They were all green, so I still had no bananas. So that was my third attempted banana delivery, all failures. But I had some other fruit that was along with it. Got back in it.

So I thought to myself, if I could just wait this out like the other time that one of my legs was in screaming pain and I had flu-like symptoms, you know, I knew I waited it out. It's just really painful. Just wait it out and then I went to sleep. Sleep through one of my many naps, probably 10 naps that day. And I woke up and I had reinjured my other leg. That's right. Now I had two legs that gave me screaming pain anytime I tried to walk. Basically totally disabled. Couldn't stand up, couldn't walk. Ow. So it just got worse anyway. But at least I could look at my screens and entertain myself. No, there's something about the weird flu thing that makes it impossible to look at a screen. Like I tried, but every time I did it's like, oh, headache. Oh. So it was about the worst two days you could ever have. But I'm back. I can barely walk, but it'll be fine. We're 80% better.

Let's talk about Ben and Jerry's. Ben and Jerry, who are no longer directly associated with Ben and Jerry's, it's owned by Unilever I believe, but Ben and Jerry themselves have gone full woke and maybe the company too. So they just dropped a DEI-themed ad declaring they'll never stop fighting to dismantle white supremacy and end the climate crisis.

Now are you all having this Trump time distortion thing that I am, where it seems like Trump must have been president this time for already a year because he's done so much? Like time doesn't make sense anymore. But here's another one. Doesn't it sound like this didn't come from this era when you hear that somebody wants to dismantle white supremacy? Which two months ago was sort of normal, but now it just feels like, what? What are you, from the past? Am I the only one having that feeling that somehow just even reading it, like really, dismantle white supremacy? What year is this? It's not 2025, is it?

Anyway, my question to Ben and Jerry's is, do they still sell vanilla? Because I feel like that's a little bit white supremacist. Vanilla. You should get rid of vanilla.

But here's what I think is going to happen, whether it's Ben and Jerry's or Costco or somebody else. It seems to me that somebody is going to buy one share in their parent company, Unilever, which is not a US company, so you'd have to buy something called an ADR, but I think you can do it. I think it works. I'm not positive. So maybe Ben and Jerry's isn't the first place to start. But what's going to happen is some shareholder is going to buy one share just to press them on the DEI. And they're going to say, I'm suing you for these policies that are clearly bad for stockholders. Because now that the government under Trump has declared that DEI is literally racist, how can a company keep doing it without being accused of literally being racist? So it's a pretty big risk for all the companies. Sooner or later somebody's going to sue one of them and say you better get rid of this now that it's government labeled racism. It's pretty risky to have that still going on if you've got stockholders.

As Cory DeAngelis points out in an article in Fox News, the next place for Trump to ban DEI would be the schools. The schools need to stop the DEI now. I assume even though the schools are mostly locally run that the government has enough influence through funding or something else that they could ban it in schools. That's really, really important because if we don't kill it in school we're dead because it'll just be another generation of DEI idiots. So yeah, Cory DeAngelis is right on this one. Schools got to be next, and colleges too.

I was watching Marc Andreessen. I think he was talking to Lex Fridman. And I am so impressed with Marc Andreessen. Transformative, what would you say? I think he's emerging from a business leader to maybe a social and political leader. But I knew he was smart, Marc Andreessen, but I didn't know how smart he was. And now that I'm listening to him talk, oh my God, my God, he's smart. Like just crazy smart. And he's smart in exactly the way the country needs, which is he can explain the most complicated things in the simplest, completely understandable ways. And he seems to have priorities straight, etc.

Now I didn't realize that he was advising Trump. I don't know if he's advising him on specific topics or more generally. I'm not sure. But wow. When you hear that Trump is being advised by, you know, Elon Musk, Marc Andreessen, you know, like this is crazy. This is the best advice any human ever received. Like how are we so lucky? It's amazing.

But anyway, one of the things Marc Andreessen said, he was dumping on Larry Fink, the head of BlackRock. And he said that Larry Fink fell for every idea in the world. Those are his words. Of course I'm much too nice to use that, but I'm quoting because apparently it's semi-approved at the moment. So he was saying that the DEI and the ESG and the zero point whatever. So yeah, I love to see a hugely important business figure just take a big old run at BlackRock and Larry Fink's head. Just call him out as being basically an idiot who has not been helping and has probably been greatly hurting and doing it on the backs of the shareholders, both in his company and otherwise. So that's good.

As you know, Tulsi Gabbard is up for the DNI job, head of DNI. She has to be confirmed. And over on MSNBC we're watching as John Brennan is saying what a bad pick she would be for the DNI. Now as other people noted, and I often tell you, if you know the story you don't know anything. If you know the players, well, you might know a lot. And this is one of those. If all you knew is that somebody who used to head the CIA said that Tulsi Gabbard was not the right one for the job, you'd say, oh well, that's a very qualified person and a serious qualified person at that. So if somebody serious and qualified says she's not good for the job, you're like, huh, well I should take that pretty seriously.

However, if you know the players it looks pretty different, doesn't it? And most of you who are listening know the players by now. John Brennan, he's the guy who pushed the Russia collusion and the Hunter laptop letter. He is the signal of what you should do the opposite of. And the fact that he appears on MSNBC to spew his stuff, as somebody on X who goes by the name gofun gofun gon says, quote, "I love MSNBC. They give us insight into what the intelligence agencies want us to believe." Well, not the agencies in general, but certainly some elements of them and the worst ones I think.

So yes, that's exactly what I do when I watch MSNBC. I watch it for the humor because it's so stupid. Literally I watch it for the humor. And the other thing is that it does signal to you what the dark intelligence people want you to believe that isn't true. So it's really useful. Again, if you didn't know the players you would just turn it on and think it was news and then you'd say, oh, there's some news. But if you know that they seem to be, and I don't know the details, but it seems to be... all right, I might have to turn off the comments here, but we'll see how it goes. I'll tell you what, I'll just cover the comments with the Locals people. That way I don't have to look at them all. So I can still see the comments but just Locals. Those of you who are being bad in the comments, don't be bad anymore.

Big question for me is when do all the NGOs get defunded? Is that going to happen this week? Now the NGOs are the non-government organizations, which I thought was sort of a limited sort of thing, not that big. But you know, they had something to do with, I don't know, some secret plan for censoring America. And they seem to be deeply involved in assisting illegal immigration. And lots of people say some of them are involved in child trafficking, sex trafficking. And the only thing I know for sure is why are there so many of them and why do they cost so much and why are we funding them? It couldn't possibly be a good idea. So I'm pretty sure that nearly all of these need to be shut down immediately because they seem to be working against the interests of America while we're funding them. How in the world did we get in a situation where we're funding these unlimited number of entities that are actually trying to, seemingly, I mean if you just looked at what they're doing it looks like they're trying to destroy America. How in the world are we letting that go on? I've got a feeling that Trump's getting ready to put the hammer down.

And yesterday apparently Elon Musk suggested tongue in cheek that the English Channel, the water between England and France, should be renamed to the George Washington Channel. Now I saw one commenter who was terribly incensed that he would suggest that the English Channel would be renamed to the George Washington Channel. How do you not know he's joking? How does somebody read that and not know that's obviously just a meme? Think about what it would be like to be one of the people who doesn't know how jokes work. Like I don't know, that looks real to me. Anyway, that's funny.

Well, Trump is pushing his idea of a tariff-funded economy instead of just taxes. I don't see any way that he could get to a tariff-only economy. But if it got to a point where taxes didn't have to go up because tariffs were handling it, maybe. But you know if there's tariffs also your expenses go up. So I don't know how to net that out. I'm not sure if anybody does. But it is true that we used to have a tariff-funded economy when things were simpler. And it could be that it's easier to raise taxes than it is to raise tariffs because all the obvious reasons. It makes it harder to get stuff there. There'll be retaliation, etc. And then you have the separate problem that if you just become the tariff country, wouldn't it cause other people to find workarounds and not sell things to you? Or would it cause people to... there would be some confusion if you tried to use it as a weapon if it was also your normal way of doing business. But I suppose you could still crank it up if you wanted to turn it into a weapon. So I guess I would say I'm not 100% sure this is a good idea. But I know that doing what we have been doing is a bad idea because what we have been doing is heading toward a cliff. So we better do something. And I would be way more open to non-standard and even big changes than I would have been ordinarily. So I don't know. I'd love to see somebody smarter tell me if this is a good idea or a bad idea to have a tariff-funded economy.

Well, Trump is going to sign some executive order on developing AI that is free from ideological bias. So AP News is reporting that now. I don't know what that means. Apparently Trump wants to remove any burdensome government oversight. And he also wants to get rid of the racism that's built into the current AIs, anti-white racism primarily. And this would be good presumably to help America have AI leadership. I'm not sure if we have that right now, but it would be in better shape. And yeah, so Trump says we must develop AI systems that are free from ideological bias or engineered social agendas. And we also want it free from red tape.

I wonder though, I think what Biden had in mind was everything had to run past the government before it was approved to be released. And I wonder if that helped at all or even would help in the future. I don't know. The argument for not having the government get involved is pretty strong because wherever we did it, it seems to work better than whenever the government's involved. How in the world could the government evaluate AI? That doesn't even seem like it makes sense, does it? Like do you think the best people are going to be looking at the AI algorithms in the government? I don't know. So getting the government out of that seems to make more sense than not.

At one point it seemed so dangerous that we couldn't release AI without the government oversight. But now that there are going to be so many AIs from so many different places, we'll talk about that. I don't think there's any way to stop AI. So if the only thing we do is our own industries but there's going to be the same amount of AI out there no matter what because it'll just come from other places. This makes sense to me to get rid of the regulations.

Yeah, somebody said that David Sacks might be the adviser on this one, so I would trust him.

You may have seen a clip of Bill Maher on his show. What's he called his show? Not Real Time, the one he does in his man cave there with Matt Gaetz. And this was really frustrating to me because Bill Maher got into the January 6th thing and wanted to really nail Matt Gaetz on it. Now Gaetz of course is one of the best communicators in the game and knows a lot about the January 6 stuff of course. So this was like so interesting to me. I'm like, oh, finally somebody's going to give a good argument to Bill Maher about January 6 because it's never been done. It's never been done. Nobody capable has ever explained January 6 to a Democrat. I've never seen it. And I thought finally you've got a superstar communicator. This is good.

And then Gaetz made the mistake that is unrecoverable in terms of a debate. He went, your side does it too. That's the losing argument. Let me tell you why. And this is exactly the way it went with Maher and Gaetz. Basically I'll just summarize this. This is not their exact words but the way it went was Bill Maher said January 6 was bad, you know, blah blah blah, January 6 insurrection bad. Matt Gaetz said but you realize the Democrats have also questioned a lot of elections. He's already lost the argument. Lost at that point. You can't win because then Maher says yes but they're not equivalent. And then this is what the Democrats do. Bill Maher said, and if you say they are equivalent you're a hack. That's right. He didn't say the argument is better this way. He said if you make that argument you're a hack. And then Maher started getting really mad and talking over him like he couldn't possibly listen to any explanation.

But to be fair, Gaetz's argument was terrible. And I hate to say it but getting all over a terrible argument isn't a mistake. It was a terrible argument. Say you do it too because it wasn't equivalent. I mean you can't compare what happened on January 6 to somebody saying I'm not sure this was a fair election or challenging it in the courts. These are not equivalent, right?

So let me tell you how to win this argument. You lose from the first moment unless you establish the following thing. Here's the way I do it. If it were me I would say, you know Bill, I'm sure you're aware that there are two narratives. There's your narrative. And then I would explain it so that it was clear I understood it. Your narrative is it was an insurrection. They're trying to overthrow the country. And importantly, importantly, they knew they lost the election. So that's Bill's narrative. Then I would say I'm not sure you're aware of what the other narrative is because it doesn't really come through. And the other narrative is there is no way to know who won any election. And if you think that Trump knew that he lost you'd have to explain why half of the country didn't know it because they thought that the election looked rigged. They saw too many irregularities. Now they could have been wrong but they were operating under the assumption that the election had been stolen. And if they were operating under that they were operating as patriots, meaning that they were trying to fix something that had gone terribly wrong.

Now when you look at the American Revolution, the reason that we don't get mad at the American revolutionaries for the violence they created, violence they started, is because they had a good reason and they were seeking freedom and independence. And if you win then you get to be the good guys in history and say that that violence was totally justified. So the thing you have to sell is the idea that nobody can tell an election is fair.

Now what would happen if you said that? Well if you're a Democrat they will start yelling at you that you're a hack. So you're going to have to somehow settle them down enough so you can explain. You know there's no way to know that any American election is fair. There really isn't. The only thing you can know is it's complicated. Other people were involved and maybe somebody told you it was fair. But in order to think that the American election systems are fair you would have to say that they're the only thing in America that is. Because we've seen over the last few years quite vividly Department of Justice was lawfare. FBI was totally corrupt at the leadership level. We've seen that our health care system was completely messed up during the pandemic. We've seen that science is a mess. There's as much fraud as there is science in the science itself. And you could just go down the line. Every part from, you know, we just talked about NGOs. Almost every part of American institutions are clearly obviously corrupt. But the elections are not the most complicated things that you and I couldn't possibly look into. You're telling me that nobody could hack an election? It's the only unhackable system in the world? These are ridiculous assumptions.

So if you want to win the J6 thing don't talk about J6. Talk about whether elections can be known who won. You can't. And don't leave that place. Because if you're arguing about whether it's good or bad to be fighting against cops don't get into that argument. If you're trying to save a country it's good, right? If you're trying to overthrow a country it's bad. So you don't even have to talk about what happened on January 6 because it all depends on what you think they were doing.

Now have you noticed that it's been how many years now since January 6? Four years. So four years from January 6 and we've seen exactly zero interviews with a January 6er who thought the election was real. None. None. Fifteen hundred people went to jail. Not one of them has said, you know, once I realized the election was really real and fair I guess I see what bad things I did. Not one. Do you think that Trump really believed that was a fair election? If I had been in his place I don't think I would have. Now I don't know if it was fair or not. I just know that nobody else knows. And it looked like it was sending the signals that it was rigged. You know if you go to bed and you're winning and you wake up and you lost and something like, I don't remember the number, is it 18 out of 19 bellwethers went the wrong direction? If your bellwethers go the wrong direction and there's a last minute come from behind hard to explain win, yeah that's every signal in the world. Beyond that you don't even have to see the signals. If you know that the other side had been saying that they're trying to stop Hitler and you see what things they did to try to stop what they thought was Hitler, rigging an election would be the least dramatic thing. The lawfare is way worse than rigging the election. Way worse. So we know they did things way worse than rigging an election. That's pretty established. So rigging an election would just be normal business if they really thought they were stopping Hitler.

You probably heard this story on if you're on X but I saw a post by Stephanie Tyler and she describes the following. So there are a number of older books that are hard to explain their existence unless time travel is real or we live in a simulation. So courtesy of Stephanie Tyler I will summarize a little bit.

So it starts like this. Nikola Tesla dies. So back when Tesla was the man he dies and the only person allowed to access his safe, the one containing all his most secret inventions, is somebody named John G. Trump, a brilliant MIT scientist and, oh by coincidence, Donald Trump's uncle, who conveniently says, ah, there's nothing to see in there. Now if this were the only coincidence it would be really weird, wouldn't it? What are the odds that Nikola Tesla dies and Donald Trump's uncle is the one who has access to his secrets? That's so weird.

But it gets weirder. In 1958 there was something called Trackdown I think that must have been a TV show featuring a con man named Walter Trump. And Walter Trump was trying to sell people a magic wall to save them from the end of the world. Okay, now what are the odds that there would be a book about somebody named Trump who really wants a wall? Okay, that's a coincidence too. But we're not done.

1953, Wernher von Braun, the head of the rocket program, the father of rocket science, published a book about humans colonizing Mars led by a guy named Elon. Elon, E-L-O-N. So the guy that the father of rockets thought would be the leader on Mars was named Elon.

Okay it gets weirder. Even before that in the 1890s, Ingersoll Lockwood, author, writes about a story about Baron Trump, that's the actual name, Baron Trump, a kid from Castle Trump going on wild adventures with a guide named Don. What? And then writes a book called The Last President where chaos breaks out in America after the election of an outsider. What?

And then you fast forward to now. We have Elon Musk who runs a company named Tesla named after Tesla and is obsessed with getting us to Mars and is not only working with Trump but quite literally got him elected and has even visited his magic wall. That's what Stephanie Tyler says. This is really good thread by the way, Stephanie. How is any of that real? Even Elon, when he commented about the person leading Mars named Elon, even Elon said how is this real? How could it possibly be real?

Now I'll tell you how it could be real. Think of all the books that have ever been written. All the books that have ever been written. Don't you think that if you could search all the books that have ever been written you would find a whole bunch of these? These meaning not just stuff about Tesla or Elon but a whole bunch of coincidences. Hey that book predicted this and that book predicted that. And the answer is this is like the Bible Code. Remember when there was a, I always use this example because it's so good, there was a claim that there were secret patterns in the Bible that if you just did things like look at the second letter of every sentence and you know stuff like that that there would be a secret message predicting the future. And there were a bunch of them, a whole bunch of them in the Bible. And then somebody had the idea to run the same algorithm against War and Peace, just a random book, and it was full of codes. So you could take any book that's a good size and you can find a whole bunch of coincidences that appear to predict the future. And I think this is one of those situations where instead of looking at all the sentences in a big book you're looking at all the books. And if you could selectively pick just the books you wanted to show people, probably this is one of thousands of different amazing coincidences you could artificially create. Or we're part of a simulation. Pick one.

All right, well the big news of course that's moving the markets is this Chinese AI called DeepSeek. Now some of you watching this are going to say I do not care about this technology but this one's really important. This isn't like just a nerdish story. This is civilization-altering kind of stuff. And I think there's still some mystery about how it was developed but the things we know is that they somehow, China got a hold of a bunch of NVIDIA chips that they weren't supposed to have access to because they would be denied to our adversarial countries. But somehow they got them. And but they didn't get many compared to how many the United States has for its big AI projects. But they had enough combined with some really clever engineering that they built something that's just as good as the big AIs.

Now the big part of the story is that they innovated way beyond what the experts were expecting and faster. It wasn't beyond what I expected because I literally predicted that this was going to happen. That there would be a super cheap alternative that would pop up and that it would hurt NVIDIA stock. Which is why I told you a while ago that I sold my NVIDIA stock is because I was expecting a fairly quickly a competitor.

Now you might say Scott how in the world did you guess this when seemingly nobody else was guessing it when I have no skills whatsoever in this domain? And the answer is just pattern recognition and economics. So if you have a background in economics it helps. But when you see this many dollars involved, the AI dollars are beyond anything we've seen really. So there's immense amount of money involved. But also if you don't get in the AI game soon enough and you're a big country it's an existential risk. So you're essentially engineering for your life. If you put people in the situation of engineering for their life to try to save their country you're going to do better than somebody who's just working for money.

In the United States we have great engineers obviously or we wouldn't have the AI that we have. But they're largely working for money and they're under the impression that they're leading in AI and maybe they are. That's a completely different incentive. And I would argue that wars have taught us that when you get in a war the innovation goes through the roof because you're trying to live. So when you're engineering yourself to try to survive suddenly you get really clever. And you've seen this a million times in a million different contexts.

So given the amount of money involved and that it's an existential risk to China and other countries I predicted that somebody would find a really clever engineering workaround and they would do it pretty quickly. And it happened. It happened almost exactly when I thought it would, you know, not long after I sold the stock.

And so what we know right now is, I want to tell you a little bit, this might be a little too nerdy for you but I'll try to make it interesting. I saw a post by Morgan Brown who was in the AI space. This was on X describing what they got right. So let me just run through this. And by the way again if you think this is a nerd story about some technology you're missing the big point. This is everything. If this thing is real and it can compete with the big expensive AIs we're in a lot of trouble. Yeah America just went from dominance to uh oh like just overnight.

So let me give you the rundown so you're educated on this. First of all in America at the moment if you were one of those regular AIs like OpenAI or Anthropic it might cost you a hundred million just on computer resources to train something. A hundred million. And they need massive data centers and thousands of GPUs that cost $40,000 a piece. But if you were this little, it's called DeepSeek, that's the name of the new AI, the cheap one, it only costs them $5 million. So five instead of 100 million. And it can match or in some ways I guess beat the current version of the OpenAI product and some others. A little better than some others.

And they rethought everything from the ground up. So here's some examples. Traditional AI likes to write everything with 32 decimal places. The cheap one said what if we just use eight decimal places and it'll be close enough. And it uses 75% less memory. So they gain 75% of memory just by saying huh we could just take a little off of this. Be a little less, fewer decimal places.

Then there's some kind of multi-token system. So normal AI reads like a first grader. It reads sort of in order. The cat sat. So it sees each word in order, one at a time apparently. This new one, the cheap one, reads whole phrases at once. So if it reads a whole phrase just like something else would read one word at a time. If it reads a whole phrase apparently it's two times faster and 90% as accurate. Now do you know what they copied? That's speed reading. They put speed reading into the model. I think I've described before because I learned speed reading when I was a kid. You don't look at words. You look at the sentence and your brain picks out the important words in the sentence. And instead of going ba ba ba each word you just look at it and you just know what it says. Now it takes practice but obviously the AI can get it a lot faster. So it's basically treating a sentence like a word.

And then it became much more proficient. Here's another trick. They built an expert system instead of one massive AI trying to know everything. So apparently it has lots of expertise built in but it only wakes up, to use the technical term, it only wakes up the expert it needs. So it's not always looking at every expert at everything. It just wakes up the part of the model that's relevant to the question I guess.

And traditional models have 1.8 trillion parameters active all the time whereas this cheap one has only 37 billion active at once. So that's a big difference.

All right so here's the results. So instead of costing 100 million to train it's 5 million. Instead of needing 100,000 GPUs it might need less than 2,000. The API costs are 95% cheaper. And it can run on a regular computer, a high-end computer but one that you could buy for gaming etc. So that's a big deal. It's all open source which is why stocks in the other companies are falling. And let's see and they don't need a billion dollar data center etc.

And apparently DeepSeek did it with a team of fewer than 200 people. And I read something else separately, this is not from Stephanie or Morgan, but separately I saw that they did something where they cleverly trained it with incentives in a way better than regular AI. But anyway those are things you need to know. Lots of clever, clever engineering. But when you see how clever the engineering was that's the difference between engineering for your life and just engineering. Because it seems to me that every one of these clever moves were available to all of our AI people weren't they? But I think our AI people were saying no we have to hit the maximum. So instead of saying well if I cut some corners it'll be 90% as good I think the American way is it's got to be the best one.

Now what are the odds that this cheap one will destroy the entire AI industry in the United States? I think low. And here's why. I think NVIDIA won't fall to zero. It'll take a hit and I think it'll just make it back eventually during the year. My guess is that NVIDIA is still a good stock. That's my guess. But you know I would just be guessing so don't buy it because I said so. There's definitely a bigger risk than there was last week. So if you think NVIDIA is the same stock as it was a week ago it's definitely not. Definitely not the same stock it was a week ago. But that doesn't mean it's in trouble.

Here's why. As the experts say the very next version of OpenAI and our other AIs will probably be better than this DeepSeek. Will DeepSeek be able to keep up? We don't know. We're going to have to see. It might be such a fast follower that nothing we can do gets out ahead of it but we'll have to find out.

The other thing I think is that, and I've been waiting for this, I think the government, I don't know if a Trump government would do it but I think the government is going to make it hard for other AIs to compete. You remember Marc Andreessen told us he was in a meeting in which some intelligence people said to the AI tech people don't bother funding more AIs because we're only going to let a few big ones survive in the United States so we can basically have control over it. Well I feel like there will be artificial barriers put in place that might even make it illegal to use this open source one. I mean it may be as simple as that.

Here's what I predict. In fairly short order somebody's going to find some code in that DeepSeek thing because remember it's open that looks suspicious or it has a back door somehow or it's got some kind of thing that isn't completely predictable. And then the rumor will start and it might not be true but the rumor will start that it's like a virus and you can't let it free in America. And it might not be true but the government out of caution will say all right we're going to ban it. You can't use this cheap one because you know we're not sure it's good. We're not sure it's safe. So I kind of expect that to happen.

So if you add the fact that the US is going to try to stay ahead and you know we don't know if DeepSeek can reach the next level of, we don't even know if it can reach the next level of AI which is AGI, you know more of a general intelligence. But we also don't know if the American companies can. They say they're going to be there by two years but I'm not so sure. So we'll see. So lots of questions about this but it doesn't mean the end of AI in America.

Now I make similar predictions. Now you probably wonder why do I keep talking about battery technology and the reason is it's the same as this AI. I'm expecting a huge breakthrough in battery technology because the stakes are so high. The dollar amounts would be gigantic and it would be world transforming if we could just make batteries let's say 20 times better. You know pick a number. It would change everything. And sure enough every day there's a new breakthrough. I don't think any one of these are necessarily going to be the one but now there's according to Interesting Engineering there's a new aluminum battery that contains over 99% of its capacity after 10,000 cycles. Now that doesn't mean that that's going into production anytime soon but that's the scale of improvements that people are looking at in batteries. I think you could make the same prediction with batteries that I made with AI. So much money involved, so much at stake that somebody's going to engineer some kind of battery that you just get blown away by. Something you didn't even think was possible I think is coming.

According to the Amuse account on X the Trump administration is going to go after trying to figure out where the billions that were sent to Ukraine ended up. So the FBI and the DOJ they launched this big investigation into where it went and I think we're going to find out some terrible things about where all that money went. It definitely didn't all go to useful weapons and stuff. We'll find out.

In other news the new CIA director Ratcliffe is going to have the CIA evaluate if China intentionally started the pandemic according to the Daily Wire. Now did China intentionally start the pandemic? Here's where they could save a lot of time and money in the CIA by simply asking me. Scott, did China intentionally release a virus in their own major city? No. And we're done here.

Now a lot of people have been giving me a hard time about this on X today after I said it on X. And people saying Scott, Scott how do you explain X? How do you explain Y? How do you explain this other thing? To which I say I don't have to. Nobody releases a deadly virus in their own city first if they have a clever plan to take down the rest of the world. A clever plan to take down the rest of the world would be releasing it in Chicago. Now that would be a good plan. Or London. That would be a good plan. Or better yet multiple places at once but all of them ones who don't have a big connection to China directly. Nobody releases a virus, a deadly virus, in their own country to take down other countries. Nobody. Ever. Ever. Ever.

Now the response I got to that is Scott you don't understand that China doesn't value human life. Okay I don't want to go all woke on you but that's just racist. That's not an opinion. That's just racist. Because even if you said they didn't value human life and they do, they do value human life. I'm not going to accept Chinese are the only people who don't value human life. That's ridiculous. I mean that's really ridiculous. But even if they didn't value human life they wouldn't release it in their own city. There is no rational argument for why they do that.

And then somebody else said but they're not rational. Yes they are. They're like one of the most rational places ever. If they weren't rational they would have already made a move on Taiwan. They would have done everything different if they weren't rational. Everything China does you might not like it but you can see the glaring common sense to it from their perspective. So no you do not have to study this. Nobody releases a deadly virus in their own city first when you could release it somewhere else.

Now that we know that the virus came from the lab and therefore was part of a weaponization or at least gain of function which sounds like weaponization this might explain some of the mysteries that I had during the pandemic. I was trying to understand why. But and the problem is that I knew it was from the lab from the first weeks. You know I told you a friend of mine showed me the Google Map long before it was in the news. Nobody in the news had heard of it. He said you know it's right across the street from the Wuhan lab of I don't know what with the perfect name for exactly this. And as soon as I saw that I was like oh obviously they're just saying it came from the wet market but clearly that would be too big of a coincidence that the lab that does this exact work is across the street. So I knew it was weaponized or at least gain of function which would end up looking like the same thing.

And so when people said Scott don't get the shots it's just a cold, if you thought it was just a cold it would be ridiculous to get a shot wouldn't it? If it was just a cold why would you take a chance on a new medicine in the form of a shot? That'd be crazy. But if you knew that it was a gain of function and therefore unpredictable wouldn't it be at least a toss up that if you took some kind of technology that was designed to minimize its impact on you, the shot. Now again you didn't know if it'd work. You don't know what the side effects are. There's a big risk. We all agree that no matter what else it was a risk to take the shot. But it was also a pretty big risk to be completely unprotected and get a weaponized virus especially since you didn't know what the long-term effects were. The long so-called long COVID.

So if you thought it was a slam dunk decision probably you thought it was also a cold and that means you probably didn't know that it came from a weaponized lab. But what I'm seeing is people who knew it came from a gain of function lab meaning either accidentally or intentionally weaponized and you still said it was a cold. You must have really not trusted that lab to make some good stuff if you thought it was just a cold. Well they've been working hard. They made the common cold or something no worse than the common cold.

Anyway the Houthis in Yemen that were disrupting all the ship traffic in the Red Sea by shooting them with missiles they said that they're going to stop doing that as long as the ceasefire in Gaza holds. Okay apparently the ships that would use the Red Sea have decided that's not good enough. They don't trust the Houthis to not attack them and they shouldn't because I don't think that by the time you send your ship into the Red Sea it could be five minutes from the ceasefire falling apart. So yeah it would be pretty dangerous to assume that they're not going to shoot you because of a ceasefire that you know may not hold.

But it really made me wonder is that really what the Houthis care about? The only thing that they care about is Gaza? Did we know that before or are they just pretending that's the thing they care about so that they have a reason to stop doing it? I was pretty sure now obviously they're backed by Iran so whatever Iran wants is what the Houthis are doing. But did Iran just say to the Houthis stand down as long as the ceasefire holds? Because that would almost suggest that they really mostly cared about Gaza. That doesn't seem completely right does it? So there's something about this that doesn't add up.

But the first thing that makes me wonder is apparently Trump has suggested that let me find his exact words here. Trump has suggested for Gaza that they clear out the whole thing. Basically take all the people in Gaza, relocate them temporarily or permanently, and then fix whatever is Gaza and then decide later if anybody can come back. Now that's pretty dramatic but I think he's talking to Jordan and Egypt about taking the Gaza residents. Not that the Gaza residents want to go to either of those places but where they are now is probably not so cool.

But here's what's wrong with that. Egypt and Jordan are not our enemies am I right? I mean Egypt and Jordan are sort of, Jordan especially is somebody we work with all the time. Why would we send Hamas because the Hamas people are a big part of the Gazans who are moved anywhere. Why would we move a whole bunch of Hamas fighters into an ally or somebody that we at least would like to work with like Egypt? That doesn't make sense does it? Wouldn't it make more sense to tell Iran they have to take them because Iran's the one that broke it. If you broke it you bought it.

Let me just float this idea. So this is in the context of the bad idea concept. If you haven't heard this before the bad idea is when you suggest a bad idea just to brainstorm and then people say that's a stupid idea Scott but you remind me of something that would work. So I'm going to give you the bad idea. The stupid embarrassing one. You know because I have that superpower. I have no shame so I can do embarrassing ideas that maybe just you think of a better one and then that's the goal.

All right suppose Trump and I guess Netanyahu say here's what we want to do. Iran is the one who's backing Hamas. Iran is the one who is the main sponsor. Iran is the one that broke it. They're all going to Iran. And then Iran says whoa hold on we're Shia and they're Sunni and you know it doesn't work. And we say we don't care. You've been backing them. They're yours. So if you want them to have a good life open up some space in Iran. Take care of them. Yeah you're the one who got us in this situation. It's not ours to fix. So why don't you do something really good for the Gazans and build a really nice safe place for them in Iran. We promise that if we get in a fight with Iran we won't even bomb them. You know they'll be nice and safe. So Iran why don't you take them back?

And here's the thing of course Iran is going to say no. At least in minute one they're going to say no. Of course they're going to say no. But the framing is kind of smart. The framing would be you broke it you bought it and that's the end of the story.

Now would this be a terrible tragedy to the Gazans? Yes it would be a terrible tragedy if they didn't think they could go back. But I wouldn't rule out that somebody carefully vetted could come back once Gaza is rebuilt into something. I wouldn't take any of the Hamas fighters back but it does seem like you could probably do enough vetting that some people could come back just not the Hamas fighters. And maybe you'd have to. It could be that it would just recreate the problem. So if we decided never to do that, not we but if they decided never to do that it wouldn't be unconscionable. It would just be a practical decision.

All right so that's the question. We should tell Iran they have to take them because it's their problem not anybody else's.

The chief of the IMF, the International Monetary Fund, over at Davos I think was saying according to Breitbart that Europe should be more like the US. And I think this is all from Trump. I don't think they would have even said this before. So the European economy as you know has lagged behind the US by quite a bit. They've invented practically nothing. And so the head of the IMF said the time has come for Europe to collectively look across the Atlantic and follow the US lead as it grows in confidence daily under the leadership of President Donald Trump. No I think that's maybe Breitbart's take on it but the actual quote is the United States has a culture of confidence. Europe has a culture of modesty, Georgieva said. I guess she's the head of the IMF. Quote, my advice to my fellow Europeans is more confidence. Believe in yourself and most importantly tell others that you do.

Okay do you think that the problem, do you think that the big problem between Europe and the United States is confidence? Do you think maybe they got that backwards? Do you know what would make Europe confident? Winning. Winning makes you confident. You know what makes you not confident? Losing. Losing to somebody else. So could it be that their real problem is structural meaning that they have red tape like crazy. They have government in everybody's pockets. They don't have basically everything's wrong. They don't have I don't think they have the venture capital structure that we have in this country. If you fixed all the structural wouldn't Europe have success and wouldn't success make them confident? Probably. I don't think that we that America somehow raised a bunch of confident people independent of success. There are people like me who are confident before they're successful but I think I was just born that way. I don't think it has anything to do with America. Don't you think there's some confident people being born in Europe? Like none? What they have some kind of weird genetic defect that affects all the nationalities in all of Europe? They all have the low confidence genetic defect? Or do the schools teach them not to be confident? It seems more likely that there's a structural problem and if they fix that the confidence would follow. But that's just speculation anyway.

What else is happening? According to Michael Shellenberger the CIA under Biden broke the law by not releasing its analysis of the Wuhan lab. So I guess the CIA already had that opinion that it was probably the Wuhan lab that was the source of the leak. But by not releasing it which would be their job if it weren't for Trump the truth may not have come out. All right that's interesting. So we do need to look into that.

Meanwhile Britain has a firefighting robot that can spray 2,000 liters of water in a minute according to Interesting Engineering. Huh. A robot that can spray 2,000 liters of water. Well luckily there was a video so I could see that the robot was not a humanoid robot because if it had been a humanoid robot that could shoot 2,000 liters of water the question I would ask is where is the water coming out of? Because I just imagine this robot. Now never mind. You could do the joke in your own head. I don't have to explain it.

Did you know that John McAfee who died a few years ago allegedly by his own hand is back in the form of AI? So I guess his X account which I think is managed by his widow says yeah this is real. It's really an AI of John McAfee. I guess it talks like him. You know it has his attitude and everything. And he's launching a crypto coin. Of course he is. So that's interesting. I wonder what software they're using for that because I kept wanting to make an AI me but I don't think the software is there yet.

In other news Perplexity, the app, it's an AI app that I keep telling you is great and it is great. You should use it. It's one of the best things honestly. You know I tried a whole bunch of AI apps and every time I got disappointed. It's like oh I thought it would do something more than that. But when I tried the Perplexity app for searching and asking questions oh my God did they nail that. They nailed that like just about nothing I've ever seen. So in terms of execution a big shout out to the Perplexity AI team. You guys are geniuses. My God the just the quality of the app because I use it. I use it all the time every day. I use it several times and every time I'm impressed. It just it doesn't fail. It's just so good.

Anyway their valuation went from not much to 9 billion and I guess that gives them the confidence to put together a bid for TikTok. And their bid would do something to keep the existing stockholders in it somehow but would give the United States, the government of America, it would give them 50% of the benefit if it goes public I guess. So there could be several hundred billion dollars at stake here if it goes public and if it goes public under the new form. So it's more of a merger situation than a purchase I guess. They wouldn't purchase the algorithm so they'd have to invent their own algorithm. But again if it was anybody but Perplexity that said they were going to reinvent the algorithm that was so good you know you'd say huh can they do that? But once I've seen what they did with Perplexity they certainly have the skill. Whatever they're doing is really really right. So yeah maybe they can. So I don't know if this is going to work out but it's a complicated kind of proposal and they may have answered all the questions. You know that it's a long ways from it getting done. You know if I had to bet I'm not sure I'd bet for it but that's a real interesting offer. Real interesting offer.

Did you know how many children are born to illegal immigrants in the United States? According to Just the News Nicholas Bazy writes that in 2023 there were a quarter million children born to illegal immigrants to use their phrase. That's a lot.

Now of course the birthright citizenship thing is working through the courts, will probably end up in the Supreme Court. And here's what I have discovered in this two movies on one screen situation. If you're a Democrat the only thing that you've been told by your news is that it clearly says in the Constitution that birthright citizenship exists and if you're born here that's the end of the story. Would you agree that if you're a Democrat that's all you've heard? All you heard is it's in the Constitution. Done. What else is there to say?

But if you're a Republican you didn't hear that. If you're Republican you heard a completely different story in which the person who originally tweaked the language in the birthright citizenship part of the Constitution he said directly and in his own words it was not intended for aliens or non-citizens. It wasn't intended for them.

Now here's where it gets interesting. The Supreme Court has a lot of originalists on it, conservatives who want to interpret things the way they were originally meant to be interpreted. Lindsey Graham said that he thinks there's a good chance the Supreme Court will uphold the banning of illegal foreign people using it for let's say gaming the system. So I don't know if Lindsey Graham has a good handle on what the Supreme Court will do but he's a serious guy and there's a serious argument for it.

The argument against it, well let me say this. If the only thing the court looked at was what was the original intent it's actually a slam dunk. It's a slam dunk that they did not intend foreigners to come in and have a baby and make it an American. That seems to be clear if you go with the original argument. And it all has to do with what the word jurisdiction meant. And I'm still not clear about how that's important in the story but apparently if we know that the person who wrote it said I meant it to be this and not that that's pretty clear. So we'll see.

But the precedent of doing it to include anybody who is here for any reason is so long that I don't know if the Supreme Court is going to say you know it's been too long. You know it's too much precedent. Maybe. But what's different is the risk is completely different now and I don't know to what extent the Supreme Court takes that into consideration. So let's say they had a situation where if they rule one way they think they're right in terms of the Constitution but it would clearly be really dangerous for the country itself. Would they do it or would they say we don't want to destroy the country so we're going to rule in a way that doesn't rock the boat too much? I don't know. I don't think that they would be oblivious to the impact on the country and just look at the law but they're kind of supposed to right? It's sort of their job just to look at the law and not worry too much about the externals. But I think they have to as human beings.

All right yeah they certainly rocked the boat with abortion but really they just kicked it to the states which isn't that much. I mean that isn't that much.

What's this? Born in USA: Rethinking Birthright Citizenship in the Wake of 9/11. John Eastman. So John Eastman wrote about this.

All right just looking at your comments. That's all I got for today's show. I hope you enjoyed it. I'm feeling a lot better and I still can't walk too well on that one leg but that'll be fine by the end of the day. And I'm going to say hi to the Locals people privately. Locals I'm coming at you in 30 seconds. Everybody else I'll see you tomorrow same time same place unless I get a third virus.

stock market's uh down a little bit nvidia's taking 11% hit this morning but it's popping all around so we'll see how it ends Let's uh call up some comments here so I can see what you're up to good morning can't keep a good man down or me either one good man or me hold on all right here we go perfect good morning everybody and welcome to the highlight of human civilization it's called coffee with Scott Adams and you've never had a better time in your life especially since you missed it yesterday Oho you've got a whole bunch of pen up coffee enjoyment coming up it's going to be better than normal if you'd like to take it up to levels that nobody can even understand when they're tiny shiny human brains all you need is a CER marro glass a tanker chel Stein a canteen Jugger flask a vessel of any kind fill it with your favorite liquid I like coffee join me now for the unparallel oh wait I said that man it was a tough few days who knows what's going to happen sip this well let's start by explaining the mystery of where I was for the last day I know it's very very unusual for me to miss a day of work very unusual so if I do you can you can assume I'm either dead or in bad shape luckily I'm not dead but I know the worst thing that you could ever hear is somebody describing their health problems but mine were kind of funny so I just have to tell you anyway so about a few weeks ago I had this problem where I had some kind of stomach flu not sure what it was and at the same time by terrible luck I had this severe injury that I didn't know where it came from that affected my left hip so that I couldn't even walk and it was just screaming pain whenever I walked so I had two problems at the same time either one individually would have be like the worst thing that happened to you but boy you put them to together and that's a bad time now this was a few weeks ago then the other day on Friday I get that stomach flew back you know with all with all the shakes and aches and pains and everything bad and my other leg my other leg got the problem that had now healed from the first time so how in the world do I get two probably either Corona virus or virus us or Nora virus whatever it doesn't matter how in the world do I get it twice in a row that's combined with the exact injury except it's the other leg how's that even possible well I finally figured out what it was the leg problem is because the way I was sleeping so apparently when I laid on my side I do something with my leg that puts it in a bad position so when I wake up I'm in screaming pain and it takes just hours or sometimes days to get a normal so I can even just walk so yesterday I couldn't put anything in my body which meant that I couldn't have coffee or anything else so I've got a coffee headache I've got all the symptoms of a flu and I've got screaming pain in one of my legs now when I say screaming I mean actually literally you it would have been bad to be my neighbor because about every hour I'd wake up and scream oh with every step now you're saying to yourself that's really bad that's really bad so I'm I'm I'm uncopied I'm sick and and I need a banana because I think a banana is the only thing I could possibly get down sometimes you just know what you might be able to eat and I think if I get the banana I can get the coffee on top of it maybe and it wouldn't be so bad and then I'd at least feel better and I'm like all right I need a banana so I limped to my kitchen oh oh oh with every step and for the one time this is very rare I Have No Bananas I almost always have a banana it's like my most basic thing I keep so I go to order one to be delivered not one you know bunch of bananas so I get on Amazon to get my banana because I'm so out of it that I couldn't tell the difference between Amazon and door Dash I confuse them because they both bring groceries to me but I forgot the Amazon is the one that brings it to you the next day no I needed it right away I need that banana I really need a banana so I I get on Amazon I'm like oh banana how interface wait and I and I put some stuff in a basket and then it disappeared and I'm in some other mode because I guess Amazon has more than one way to buy groceries that somehow can mixed up the two ways so every time I would add something and then I think I was done I'd be ready to send there would be no send button there was no buy button and then I'd end up in some other mode and I so I think Amazon has at least three different ways to buy groceries so I couldn't figure it out but I finally figured it out and put in the order and then it tells me it's going to be there tomorrow and I'm like what oh sh I'm on Amazon I need door Dash so I'd already ordered it so now I've got a bunch of stuff coming that I don't need that should be sometime today but I'm like so I go back to Door Dash I go all right and I try to order bananas and then something went wrong because my brain wasn't working again but I I successfully put it in the order and I have to wait if few hours I'm like oh if only that banana would come my everything would start getting better if I could get the banana I just need one banana that's all I need finally door Dash comes he delivers my bananas except apparently I had somehow ordered one banana that's right now I know the difference between a bunch and a single banana and I was pretty sure I hit the bunch but apparently I hit the single banana so I got one banana which would have been enough except it was green so that's like no banana so I said damn it I am not going to be beaten so I suffer through trying to figure out how to order properly again second door Dash right after the first one and finally I'm happy to report that after all that banana business I finally got a nice bunch of banana bananas they were all green so I still had no bananas so that was my third attempted banana delivery all failures but I had some other fruit that that was along with it got back in the got back in it so I thought to myself if I could just wait this out like the other time that one of my legs was in screaming pain and I had a flu like symptoms you know I knew I weighed it out it's just really painful just weighed it out and then I went to sleep sleep to one of my many naps probably 10 naps that day and I woke up and I had reinjured my other leg that's right now I had two legs that gave me screaming pain anytime I tried to walk basically totally disabled couldn't stand up couldn't walk ow so it just got worse anyway but at least I could you know look at my screens and entertain myself no there's something about the weird flu thing that makes it impossible to look at a screen like I tried but every time I did it's like oh headache oh so it was about the worst two days you could ever have but I'm back I can barely walk but it'll be fine we're we're 80% better let's talk about Ben and Jerry's so Ben and Jerry who are no longer directly associated with Ben and Jerry it's owned owned by Unilever I believe but the the Ben and Jerry themselves have going full woke and maybe the company too and uh so they're so they just dropped a Dei themed ad declaring they'll never stop fighting to dismantle white supremacy and end the climate crisis now are you all having this Trump uh time Distortion thing that I am where it seems like Trump must have been pre president this time for already a year because he's done so much like like time doesn't make sense anymore but here's another one doesn't it sound like this didn't come from this era when you hear that somebody wants to dismantle white supremacy which two months ago was sort of normal but now it just feels like what what are you from the past am I the only one having that feeling that that that somehow just even reading it like really dismantle was Supremacy what year is this it's not 2025 Is It Anyway my question to Ben and Jerry's is do they still sell vanilla because I feel like that's a little bit way supremacist vanilla you should get rid of vanilla but uh here's what I think is going to happen whether it's Ben and Jers or Costco or somebody else it seems to me that somebody is going to buy one share in their parent company uh unil lever which is a uh it's a it's not a US company so you'd have to buy something called an ADR but I think you can do it I think it works I'm not positive so maybe Ben and Jerry's isn't the the first place to start but what's going to happen is some shareholder is going to buy one share just to press them on the Dei and they're going to say I'm suing you for these policies that are clearly bad for stockholders because now that the government under Trump has declared that Dei is literally racist how can a company keep doing it without being accused of literally being racist so it's pretty big risk for all the companies sooner or later somebody's going to sue one of them and say you better get rid of this now that it's government approved or not government approved but government labeled racism it's pretty risky to have that still going on if you've got stockholders as Cory d'angelus points out in a article in Fox News uh the next place for Trump to ban Dei would be the schools the schools need to stop the Dei now I assume even though the schools are mostly locally run that the government has enough influence through funding or something else that they could ban it in schools that's really really important because if we don't kill it in school we're dead because it'll just be another generation of Dei idiots so yeah Cory d'angelus is right on this one school's got to be next in colleges too I was watching Mark andreon I think he was talking to LAX fredman and uh I am so impressed with Mark andreon um let's say um trans what would you say I think he's emerging from a business leader to um maybe a social and political leader but I knew he was smart Mark Andre but I didn't know how smart he was and now that I'm listening to him talk oh my God my God he's smart like just crazy smart and he's smart in exactly the way the country needs which is he can explain the most complicated things in the simplest completely understandable ways and he seems to have priorities straight Etc now I didn't realize that he was he was advising Trump I don't know if he's advising him on specific topics or more generally I'm not sure but wow when you hear that Trump is being advised by you know Elon Musk Mark Andre you know like it this is crazy this is the best advice any human ever received like how are we so lucky it's amazing but anyway one of the things Mark andrion said he was dumping on Larry Fink the uh the head of Black Rock and he said he said that Larry Fink fell for every idea in the world those are that's his words of course I'm much too nice to you that RW but I'm quoting because apparently it's semi- approved at the moment so he was he was saying that the Dei and the ESG and and the zero point whatever so uh yeah i' love to see a hugely important business figure just take a big old right on Black Rock and Larry fing head just say and just call him out as being basically an idiot who who has not been helping and it's probably been greatly hurting and doing it on the backs of the shareholders um both in his company and otherwise so that's a good that's good uh as you know tulsy gabard is is up for the dni job head of dni she has to be confirmed and uh over on MSNBC we're watching uh we're watching as John Brennan is saying what a bad pick she would be for the dni now as other people noted and I often tell you if you know the story you don't know anything if you know the players well you might know a lot and this is one of those if all you knew is that somebody used to had the CIA said that telsey gabard was not was not the right one for the job you'd say oh well that that's a very qualified person and a serious qualified person at that so if somebody's serious and qualified says she's not good for the job you're like H huh well I should take that pretty seriously however if you know the players looks pretty different doesn't it and most of you who are listening know the players by now John Brennan he's the guy who pushed the Russia collusion and the the hunter laptop letter he he's he is the signal of what you should do the opposite of and the fact that he appears on MSNBC to spew his stuff uh as uh as somebody on X who goes by the name gofun gofun gon says quote I love MSNBC they give us insight into what the intelligence agencies want us to believe well not not the agencies in general but certainly some elements of them and the worst ones I think so yes that's exactly what I do when I watch MSNBC I watch it for the the humor because it's so stupid literally I watch it for the humor and the other thing is that it does signal to you what the dark intelligence people want you to believe that isn't true so it's really useful again if he didn't know the players you would just turn it on and you think it was news and then you'd say oh there's some news but if you know that they seem to be and I don't know the details but seems to be um all right I might have to turn off the comments here but we we'll see how it goes I'll tell you what I'll just cover the comments with the locals people that way I don't have to look at them all right um so I can still see the comments but just locals th those of you are being bad in the comments don't be bad anymore all right um big question for me is when do all the NOS get defunded is that going to happen this week now the ngos are the non-government organizations which I thought was sort of a limited sort of thing not that big but you know they had something to do with I don't know some secret plan for censoring America ANS and they seem to be deeply involved in assisting illegal immigration and lots of people say they're some of them are involved in you know child trafficking sex trafficking and the only thing I know for sure is why are there so many of them and why do they cost so much and why are we funding them it couldn't possibly be a good idea so I'm pretty sure that nearly all of these need to be shut down immediately because they seem to be working against the interests of America while we're funding them how in the world did we get in a situation where we're funding these unlimited number of of entities that are actually trying to seemingly I mean if you just looked at what they're doing it looks like they're trying to destroy America how in the world are we letting that go on I I've got a feeling that Trump's getting ready to put the hammer down and that um yesterday apparently Elon Musk suggested tongue and cheek that the English Channel the the water between England and France should be renamed to the George Washington Channel now uh I I saw one commenter who was terribly incensed that he would suggest that the English Channel would be renamed to the George Washington Channel how do you not know he's joking how does somebody read that and not know that's obviously just a meme think about what it would be like to be one of the people who doesn't know how jokes work like I don't know that looks real to me anyway that's funny well Trump is pushing his idea of a tariff funed economy instead of just taxes I don't see any way that he could get to a tariff only economy but if it got to a point where taxes didn't have to go up because tariffs were handling it maybe but you know if there's tariffs also your expenses go up so I don't know how to net that out I'm not sure if anybody does but it it is true that we used to have a tariff funded economy when things were simpler um and it could be that it's easier to raise taxes than it is to raise tariffs because all the obvious reasons makes harder to get stuff there'll be retaliation Etc and then you have the the separate problem that if you just become the Tariff country uh wouldn't it cause other people to you know find a work arounds and not sell things to you or would it cause people to um there there would be some confusion if you tried to use it as a weapon if it was also your normal way of doing business but I suppose you could still crank it up if you wanted to turn it into a weapon so I guess I would say I'm not 100% sure this is a good idea but I know that doing what we we have been doing is a bad idea because what we have been doing is heading toward a cliff so we better do something and uh I would be way more open to more open to let's say non-standard and even big changes than I would have been ordinarily so I don't know I'd love to see somebody smarter tell me if this a good idea or a bad idea to have a tariff funed economy well Trump is signing uh going to sign some executive order on developing AI that is free from IDE ideological bias so AP news is reporting that now I don't know what that means um apparently Trump wants to remove you know any burdensome government oversight but uh and we would ALS he also wants to get rid of the racism that's built into the current AIS anti-white racism primarily um and this would be good presumably to help America uh have ai leadership I'm not sure if we have that right now but it would' be in better shape and uh yeah so Trump says we must develop AI systems that are free from ideological bias or engineered social agendas and we also want it free from red tape I wonder though does I think what Biden had in mind was everything had to run past the government before it was approved to be U released and I wonder if that helped at all or even would help in the future I don't know that the the argument for not having the government get involved is pretty strong because wherever that wherever we did it it seems to work better than whenever the governments involved how in the world could the government evaluate AI that doesn't even seem like make sense does it like do you think the the best people are going to be looking at the AI algorithms in the government I don't know so getting the government out of that seems to make more sense than not um at one point it seems so dangerous that we couldn't release AI without you know the government oversight but now that there are going to be so many AIS from so many different places we'll talk about that um I don't think there's any way to stop AI so if the only thing we do is our own Industries but there's going to be the same amount of AI out there no matter what because it'll just come from other places this makes sense to me to get it does make sense to get rid of the uh regulations uh yeah somebody said that David Sachs might be the adviser on this one so I would trust him um you may have seen a clip of Bill Mah on uh on his show uh what's he called his show um not real time the one he does in his man cave there with Matt Gates and this was really frustrating to me because uh Bill Mah got into the January 6th thing and wanted to you know really nail Matt Gates on it now Gates of course is one of the best communicators in the game and knows a lot about the January 6 stuff of course so this was like so interesting to me I'm like oh finally somebody's going to give a good argument to Bill Maher about the January 6 because it's never been done it's never been done nobody capable has ever explained January 6 to a Democrat I've never it and I thought finally you know you you've got a super staric Communicator um this is good and then Gates made the mistake that is unrecoverable in terms of a debate he went your side does it too that's that's the losing argument let me tell you why and this is exactly the way it went with uh with maren Gates basically I'll just summarize this this is not their exact word but the way it went was Bill Mar said January 6 was bad you know blah blah blah January 6 Insurrection bad Matt Gat said but you realize the Democrats have also questioned a lot of Elections he's already lost the arguments lost at that point you can't win because then Mar says yes but they're they're not equivalent and then this is what the Democrats do Bill Mor said and if you say they are equivalent you're a hack that's right he didn't say the argument is better this way he said if you make that argument you're hack and then then Mara started getting really mad and talking over him like he couldn't possibly listen to any explanation but to be fair to be fair gas's argument was terrible and I hate to say it but getting all over a terrible argument isn't isn't a mistake it was a terrible argument say you do it too cuz it wasn't equivalent I mean you you can't compare you know what happened on January 6 to somebody saying I'm not sure this was a fair election you know or or challenging it in the courts these are not equivalent right so let me tell you how to win this argument you you lose from the first moment unless you establish the following thing here's the way I do it if it were me I would said you know Bill I'm sure you're aware that there are two narratives there's your narrative and then I would explain it so that it was clear I understood it your narrative is it was an Insurrection they're trying to overthrow the country and importantly importantly they knew they lost the election so that's that's bills narrative then always said I'm not sure you're aware of what the other narrative is because it doesn't really come through and the other narrative is there is no way to know who won any election and if you think that Trump knew that he lost you'd have to explain why half of the country didn't know it because they thought that the election looked rigged they saw too many irregularities now they could have been wrong but they were operating under the assumption that the election had been stolen and if they were operating under that they were operating as Patriots meaning that they were trying to fix something that had gone terribly wrong now when look at the American Revolution the reason that we don't um we don't get mad at the American revolutionaries for the violence they created violence they started it is because they had a good reason and they were seeking freedom and Independence and uh if you win then you get to be the good guys in right history and say that that violence was totally justified so the thing you have to sell is the idea that nobody can tell an election is fair now what would happen if you said that well if you're a Democrat they will start yelling at you that you're a hack so you're going to have to somehow settle them down enough so you can explain you know there's there's no way to know that any American election is fair there really isn't the only thing you can know is it's complicated other people were involved and maybe somebody told you it was fair but in order to think that the American election systems are fair you would have to say that they're the only thing in America that is because we've seen over the last few years quite vividly Department of Justice was lawfare FBI was totally corrupt at the leadership level we've seen that our Health Care system was completely messed up during pandemic we've seen that science is a mess there's as much fraud as there is science in the in the science itself and you could just go down the line every part from you know we just talked about NOS almost every part of American institutions are clearly obviously corrupt but the elections are not the most complicated things that you and I couldn't possibly look into you're telling me that that nobody could hack an election it's the only unhackable system in the world these are ridiculous assumptions so if you want to win the j6 thing don't talk about j6 talk about whether elections can be known who won you can't you and don't leave that place because if you're arguing about whether it's good it's good or bad to be fighting against cops don't get into that argument if if you're trying to save a country it's good right if you're trying to overthrow a country it's bad so you don't even have to talk about what happened on January 6 because it all depends on what you think they were doing now have you noticed that it's been how many years now since January 6 four years so four years from January 6 and we've seen exactly zero interviews with a January sixer who thought the election was real none none 1,500 people went to jail not one of them has said you know once I realized the election was really real and fair I guess I see what bad things I did not one do do you think that Trump really believed that was a fair election if I had been in his place I don't think I would have now I don't know if it was fair or not I just know that nobody else knows and it looked it looked like it was sending the signals that it was rigged you know if you go if you go to bed and you're winning and you wake up and you lost and you and something like I don't remember the number is it 18 out 19 bellweather went the wrong direction if your bell weathers go the wrong direction and there's a last minute come from behind hard to explain when yeah that's every signal in the world beyond that you don't even have to see the signals if you know that the other side had been saying that they're trying to stop Hitler and you see what things they did to try to stop what they thought was Hitler rigging an election would be the least dramatic thing the lawfare is way worse than rigging the election way worse so we know they did things way worse than rigging election that's pretty established so rigging election would just be normal business if they really thought they were stopping Hiller you probably heard this story on if you're on X but uh I I saw a post by Stephanie Tyler and she describes the following so there are a number of older books that that are hard to explain their existence unless time travel is real or we live in a simulation so courtesy of Stephanie Tyler I will summarize a little bit so it starts like this Nicola Tesla dies so back when Tesla was the man he dies and the only person allowed to access is safe the one containing all his most secret inventions is somebody named John G Trump a a brilliant MIT scientist and oh by coincidence Donald Trump's Uncle who who conveniently says Ah there's nothing to see in there now if this if this were the only coincidence it would be really weird wouldn't it what are the odds that Nicola Tesla dies and Donald Trump's uncle is the one who has access to his secrets that's so weird but it gets weirder in 1958 there was a something called track down I think that must have been a TV show featuring a con man named Walter Trump and Walter Trump was trying to sell people a magic wall to save them from the end of the world okay now what are the odds that there would be a book about somebody named Trump who really wants a wall okay that's a coincidence too but we're not done 1953 uh wner Von braa you the head of the rocket program uh the father of rocket science published a book about humans colonizing Mars led by a guy named Elon Elon e l n so the guy that the father of rockets thought would be the leader on Mars was named Elon okay it gets weirder in the even before that in the 1890s uh ingol Lo wood author writes about a story about Baron Trump that's the actual name Baron Trump a kid from the a kid from quote Castle Trump going on wild adventures with a guide named Dawn what uh and then writes a book called the last president where chaos breaks out in America after the election of an outsider what and then um so and then you fast forward to now we have Elon Musk who runs a company named Tesla named after Tesla and is obsessed with getting us to Mars and is not only working with Trump but quite literally got him elected and and has even visited his magic wall that's what Stephanie Tyler says this is really good thread by the way Stephanie uh how is any of that real e even Elon when he commented about the person leading Mars named Elon even Elon said how is this real how how could it possibly be real now I'll tell you how it could be real think of all the books that have ever been written all the books that have ever been written don't you think that if you could search all the books that have ever been written you would find a whole bunch of these these meaning not just stuff about Tesla or Elon but a whole bunch of coincidences hey that book predicted this and that book predicted that and the answer is this is like the Bible Code remember when there was a I always use this example because it's so good uh there was a claim that there were secret patterns in the Bible that if you just did things like look at these second letter of every sentence and you know stuff like that that there would be a secret message predicting the future and there were a bunch of them whole bunch of them in the Bible and then somebody had the idea to run the same algorithm against War and Peace just random book and it was full of codes so you could take any book that's a a good size and you can find a whole bunch of coincidences that appear to predict the future and I think this is one of those situations where instead of looking at all the sentences and big book you're looking at all the books and if you could selectively pick just the books you wanted to show people probably this is one of you know thousands of different amazing coincidences you could artificially create or we're part of a simulation pick one all right well the big news of course is moving the markets is this uh Chinese AI called Deep seek now some of you watching this are going to say I do not care about this technology but this one's really important this isn't like just a nerdish story this is civilization altering kind of stuff and I think there's still some mystery about how it was developed but the uh the things we know is that they somehow China got a hold of uh a bunch of Nvidia chips that they weren't supposed to have access to because they would be denied to our adversarial countries but somehow they got them and but they didn't get many compared to how many the United States has for its big AI produ uh projects um but they had enough combined with some really clever engineering that they buil something that's just as good as the big AIS now the big part of the story is that they innovated Way Beyond what the experts were expecting and faster it wasn't beyond what I expected because I literally predicted that this was going to happen that there would be a super cheap alternative that would pop up and that it would hurt Nvidia stock which is why I told you a while ago that I sold my Nvidia stock is because I was expecting a fairly quickly um a competitor now you might say Scott how in the world did you guess this when seemingly nobody else was guessing it when I have no skills whatsoever in this domain and the answer is just pattern recognition and economics so if you have a background in economics it helps but when you see this many dollars involved the the AI dollars are beyond anything we've seen really so there's immense amount of money involved but also if you don't get in the AI game soon enough and you're a big country it's an existential risk so you're essentially engineering for your life if you put people in the situation of engineering for their life to try to save their country you're going to do better than somebody who's just working for money in the United States we have great Engineers obviously or we wouldn't have the AI that we have but they're largely working for money and they're you're under the impression that they're leading in Ai and maybe they are um that's a completely different incentive and I would argue that Wars have taught us that when you get in a war The Innovation goes to the roof because you're trying to live so when you're engineering yourself to try to survive suddenly you get really clever and you've seen this a million times in a million different contexts so given the amount of money involved and that it's an existential risk to China and other countries I predicted that somebody would find a really clever engineering workaround and they would do it pretty quickly and it happened it happened almost exactly when I thought it would you know not long after I sold the stock and so what we know right now is I want to tell you a little bit this might be a little too nerdy for you but I'll try to make it interesting I saw a post by Morgan Brown who was in the AI space this was on X describing what they got right so let me just run through this so and by the way again if you think this is a nerd story about some technology you're missing the big point this is everything if if this thing is real and it can compete with the big expensive AIS we're in a lot of trouble yeah America just went from dominance to uh oh like just overnight so let me give you the rundown so you're educated on this um first of all in America at the moment if you were one of those uh regular AIS like open AI or anthropic it might cost you a hundred million just on Computer Resources uh to train something hundred million uh and they need massive data centers and thousands of gpus that cost 40,000 a piece but if you were uh this little it's called Deep seek that's the name of the new AI the cheap one it only costs them $5 million so five instead of 100 million and it can match or in some ways I guess beat the current version of uh the open AI product and some others a little better than some others and they rethought everything from the ground up so here's some examples traditional AI uh likes to write everything with 32 decimal places the cheap one said what if we just use eight decimal places and to be close enough and it uses 75% less memory so they gain 75% of memory just by saying huh we could just take a little off of this be a little less fewer fewer decimal places uh then there's some kind of multi- toen system so normal AI reads like a first grader it reads sort of in order the cat sat so it sees each word in order um one at a time apparently this new one the cheap one reads whole phrases at once so if it reads a whole phrase just like it something else would read one word at a time if it reads whole phrase apparently it's two times faster and 90% is accurate now do you know what they copied that's speed reading they they put speed reading into the model I think I've described before because I learned speed reading when I was a kid you don't look at words you look at the sentence and you brain picks out the important words in the sentence and instead of going ba baah ba each word you just look at it and you just know what it says now it takes practice but obviously the AI can get it a lot faster so it's basically treating a sentence like a word and then it became much more proficient here's another trick uh they built an expert system instead of one massive AI trying to know everything so apparently it has lots of expertise built in but it only wakes up to you know to use the technical term it only wakes up the expert in needs so it's not always looking every expert at everything it just wakes up the part of the model that's relevant to the question I guess um and traditional models have 1.8 trillion parameters active all the time whereas this cheap one has only uh 37 billion active at once so that's a big difference all right so here's the results so instead of costing 100 million to train it's 5 million instead of uh instead of needing 100,000 gpus it might need less than 2,000 the API costs are 95% cheaper and it can run on a regular computer a high-end computer but one that you could buy for gaming Etc so that's a big deal um it's all open source which is why stocks and the other companies are falling and let's see and they don't need a billion dollar data center Etc all right and apparently deep seek did it with a team of fewer than 200 people and I I read something else separately this is not from Stephanie or Morgan but uh separately I saw that they did something where they cleverly trained it with incentives and a way better than regular AI but anyway those are things you need to know lots of clever clever engineering but when you see how clever the engineering was that's the difference between engineering for your life and just engineering because it seems to me that every one of these clever moves were available to all of our AI people weren't they but I think our AI people were saying no we you know we have to hit the maximum so instead of saying well if I cut some Corners it'll be 90% as good I I think the American way is it's got to be the best one now what are the odds what are the odds that uh this cheap one will destroy the entire AI industry in the United States I think low and here's why I think Nvidia won't fall to zero um it'll take a hit and I think it'll just it'll just make it back eventually during the year my guess is that Nvidia is still a good stock that's my guess but you know I would just be guessing so don't don't buy it because I said so there's definitely a bigger risk than there was last week so if you if you think Nvidia is the same stock as it was a week ago it's definitely not definitely not the same stock it was a week ago but that doesn't mean it's in trouble here's why um as the experts say the very next version of open Ai and and our other AIS will probably be better than this deep seek will deep seek be able to keep up we don't know we're GNA have to see it might it might be such a fast follower that nothing we can do gets out of it but we'll have to find it out the other thing I think is that um and I've been waiting for this I think the government I don't know if a trump government would do it but I think the government is going to make it hard for other AIS to compete you remember Mark andreon told us he was in a meeting in which uh some intelligence people said to the AI uh AI tech people uh don't bother don't don't bother funding more AIS because we're only going to let a few big ones survive in the United States so we can basically have control over it well I feel like there will be artificial barriers put in place that might even make it illegal to use this open source one I mean it may be as simple as that here here's what I predict in Fairly short order somebody's going to find some code in that deep seek thing because remember it's open that looks suspicious or or it has a back door somehow or or it's got some kind of thing that isn't completely predictable and then the rumor will start and it might not be true but the rumor will start that it's like a virus and you can't let it free in America and it might not be true but the government and of caution will say all right we're going to ban it you can't use this cheap one because you know we're not sure it's good we're not sure it's safe so I kind of expect that to happen so if you add the fact that the us is going to try to stay ahead and you know we don't know if deep seek can reach uh the next level of we don't even know if it can reach the next Lev of AI which is Agi you know more of a general intelligence um but we also don't know if the American companies can they say they're going to be there by you know two years but I'm not so sure so we'll see so lots of questions about this but it doesn't mean the end of uh the end of AI in America now I make similar predictions now you probably wonder why do I keep talking about Battery Technology and the reason is it's the same as this AI I'm I'm expecting a huge breakthrough in Battery Technology because the stakes are so high the dollar amounts would be gigantic and it would be World transforming if we could just make batteries let's say 20 times better you know pick a number uh it would change everything and sure enough every day there's a new breakthrough I I don't think any one of these are necessarily going to be the one but now there's a according to interesting engineering there's a new aluminum battery that contains over 99% of its capacity after 10,000 Cycles now that's that's doesn't mean that that's going into production anytime soon but that's a Cy that's the scale of improvements that people are looking at in batteries I think you could make the same prediction with batteries that I made with AI so much money involved so much at stake that somebody's going to engineer some kind of battery that you just get blown away by so something you didn't even think was possible I think it's coming according to the amuse account on X the uh Trump Administration is going to go after uh trying to figure out where the billions that were sent to Ukraine ended up so the FBI and the doj they launched this big investigation into where it went and I think we're going to find out some terrible things about where all that money went it definitely didn't all go to you know useful weapons and stuff we'll find out in other news the new CIA director Ratliff uh is going to have the CIA evaluate if China intentionally started the pandemic according to the Daily wire now did China intentionally start the pandemic here's where they could save a lot of time and money in the CIA by simply asking me Scott did China intentionally release a virus in their own major city no and we're done here now a lot of people have been giving me a hard time about this on X today after I said it on X and people saying Scott Scott how do you explain X how do you explain Y how do you explain this other thing to which I say I don't have to nobody releases a deadly virus in their own City first if they have a clever plan to take down the rest of the world a clever plan to take care take down the rest of the world would be releasing it in Chicago now that would be a good plan or London that would be a good plan or or better yet multiple places at once but all of them ones who don't have a big connection to China directly nobody nobody releases a virus a deadly virus in their own country to take down other countries nobody ever ever ever now the response I got to that is Scott you don't understand that China doesn't value human life okay I don't want to go all woke on you but that's just racist that's not an opinion that's just racist because even if you said they didn't value human life and they do they do value human life I'm not going to I'm not going to accept Chinese are the only people who don't value human life that's ridiculous um I mean that's really ridiculous but even if even if they didn't value human life they wouldn't release it in their own City there is no there is no no rational argument for why they do that and then somebody else said but they're not rational yes they are they're like one of the most rational places ever if they were if they weren't rational they would have all already made a move on Taiwan they would have done everything different if they weren't rational everything China does you might not like it but you can see the glaring you know Common Sense to it from their their perspective so no you do not have to study this nobody releases a deadly virus in their own City first when you could release it somewhere else um now that we know that the virus came from the lab and therefore was part of a weaponization or at least gain a function which sounds like weaponization um this might explain some of the Mysteries that I had during the pandemic I was trying to understand understand why but and the problem is that I knew it was from the lab from the first weeks you know I told you friend of mine showed me the uh Google Map long before it was in the news uh nobody nobody in the news had heard of it um he said you know it's right across the street from the Wuhan lab of I don't know what with the perfect name for exactly this and as soon as I saw that I was like oh obviously they're just saying it came from the wet Market but clearly that would be too big of a coincidence that the lab that that does this exact work is across the street so I knew it was weaponized uh weaponized or at least gain a function which would end up looking like the same thing and so when people said Scott don't get the shots it's just a cold if you thought it was just a cold it would be ridiculous to get a shot wouldn't it if it was just a cold why would you take a chance on a new a new medicine in the form of a shot that'd be crazy but if you knew that it was a gain of function and therefore unpredictable wouldn't it be at least a toss up that if you took some kind of technology that was designed to minimize its impact on you the shot now again you didn't know if it' work you don't know what the side effects are there's a big risk we all agree that no matter what what else it was a it was a risk to take the shot but it was also pretty big risk to be completely unprotected and get a weaponized virus especially since you didn't know what the long-term effects were the long so-called long Co so um if you thought it was a slam dunk decision probably you thought it was also a cold and that means you probably didn't know that it came from a weaponized lab but what I'm seeing is people who knew it came from a a gain of function lab meaning either accidentally or intentionally weaponized and you still said it was a cold you you must have really not trusted that lab to make some good stuff if you thought it was just a cold well they've been working hard they made the common cold or something no worse than the common cold anyway the hoodies in Yemen that were disrupting all the ship traffic in the Red Sea by shooting them with missiles they said that they're they're going to stop doing doing that as long as the ceasefire in Gaza holds okay apparently the ships that would use the Red Sea have decided that's not good enough they don't trust the hoodies to not attack them and they shouldn't because I don't think that you know by the time you send your by the time you send your ship into the Red Sea it could be five minutes from the ceasefire falling apart so yeah it would be pretty dangerous to assume that they're not going to shoot you because of a ceasefire that you know may not hold but I really made me wonder is that really what the hoodies care about the only thing that they care about is Gaza did we know that before or are they just pretending that's the thing they care about so that they have a reason to stop doing it I I was pretty sure now obviously they're backed by Iran so whatever Iran wants is what the hoodies are doing but did Iran just say to the hoodies stand down as long as the ceasefire holds because that would almost suggest that they really mostly cared about Gaza that doesn't seem completely right does it so there's something about this that doesn't add up um but the first thing that makes me wonder is apparently Trump has suggested that uh let me find his exact words here tropus suggested for Gaza that they clear out the whole thing um basically take all the people in Gaza relocate them temporarily or permanently and then fix whatever is Gaza and then decide later if anybody can come back now that's pretty dramatic but I think he's talking to Jordan and Egypt about taking the uh Gaza res not that the Gaza residents want to go to either of those places but where they are now is probably not so cool but here's what's wrong with that Egypt and Jordan are not our enemies am I right I mean Egypt and Jordan are sort of to you know Jordan especially is somebody we work with all the time why would we send Hamas because the Hamas people are a big part of you know they're going to be part of the gazin who who are uh moved anywhere why why would we move a whole bunch of Hamas Fighters into an ally or somebody that we at least would like to work with like Egypt that doesn't make sense does it wouldn't it make more sense to tell Iran they have to take them because Iran's the one that broke it if you broke it you bought it I would let me just float this idea so this is in the context of the bad idea concept if you haven't heard this before the bad idea is when you suggest a bad idea just to brainstorm and then people say that's a stupid idea Scott but you remind me of something that would work so I'm going to give you the bad idea the stupid embarrassing one you know because I I have that superpower I have no shame so I can I can do embarrassing ideas that maybe just you think of a better one and then that's the goal all right suppose Trump and I guess Netanyahu say here's what we want to do Iran is the one who's backing Hamas Iran is the one who is the main sponsor Iran is the one that broke it they're all going to Iran and then Iran then Iran says whoa hold on hold on uh we're you know we're Shia and they're Sunni and you know doesn't work and we say we don't care you've been backing them they're yours so if you want them to have a good life open up some space in Iran take care of them yeah you're the one who got us in this situation it's not ours to fix so why don't you do something really good for the Gins and build a really nice safe place for them in Iran we promise that if we get in a fight with Iran we won't even bomb them you know they'll be nice and safe so Iran why don't you take him back and here's the thing of course Iran is going to say no at least in minute one they're going to say say no of course they're going to say no but the framing is kind of smart the framing would be you broke it you bought it and that's the end of the story now would this be a terrible tragedy to the Gins yes it would be a terrible tragedy if they didn't think they could go back but I wouldn't rule out that somebody carefully vetted could come back you know once Gaza is rebuilt into something I wouldn't take any of the homas fighters back but it does seem like you could probably you know do enough fetting that some people could come back just not the Hamas Fighters and maybe you'd have to I you know it could be that it would just recreate the problem so if if we decided never to do that not we but if they decided never to do that it wouldn't be you know unconscionable it would just be a practical decision um all right so that's the question we should tell Iran they have to take them because it's their problem not anybody else's um the the chief of the IMF the international monetary fund over at Davos I think was saying according to Breitbart that uh Europe should be more like the US and I think this is all from Trump like you know I don't think they would have even said this before but uh so the European economy as you know has lagged behind the US by quite a bit they've invented practically nothing and uh so the head of the IMF said the time has come for Europe to collectively look across the Atlantic and follow the US lead as it grows in confidence daily under the leadership of President Donald Trump no I think that's maybe breitbart's take on it but the actual quote is the United States has a culture of confidence Europe has a culture of modesty georgeva said I guess she's the head of the IMF uh quote my advice to my fellow Europeans is more confidence believe in yourself and most most importantly tell others that you do okay do you think that the problem do you think that the big problem between Europe and the United States is confidence do you think maybe they got that backwards do you know what would make Europe confident winning winning winning makes you confident you know what makes you not confident losing losing to somebody else so could it be that their real problem is structural meaning that they have red tape like crazy they have government in everybody's pockets they don't have basically everything's wrong uh they don't have I don't think they have the venture capital structure that we have in this country if you fixed all the structural wouldn't Europe have success and wouldn't success make them conf confident probably I I don't think that we that America somehow raised a bunch of confident people independent of success there are people like me who are confident before they're successful but I think I was just born that way I don't think it has anything to do with America don't you think there's some confidence people being born in Europe like none what they have some kind of some kind of weird genetic defect that affects all the all the nationalities in all of Europe they all have the low confidence genetic defect or do the schools teach them not to be confident it seems more likely that there's a structural problem and if they fix that the confidence would follow but that's just speculation anyway um what else is happening according to Michael shellenberger uh the CIA under Biden broke the law and not releasing its analysis of the Wuhan lab so I guess the CIA already had that opinion that it was probably the Wuhan lab that was a source of leak but by not releasing it which would be their job uh if it weren't for Trump the truth may not have come out all right that's interesting so we do need to look into that meanwhile Britain has a firefighting robot that can spray 2,000 liters of water in a minute according to interesting engineering huh a robot that can fire spray 2,000 lers of water well luckily there was a video so I could see that the robot was not a humanoid robot because if it had been a humanoid robot that could shoot 2,000 lers of water the question I would ask is where is the water coming out of because I just imagine this robot now never mind you could do the joke in your own head I don't have to explain it did you know that John Mc.

Afee who died a few years ago allegedly by his own hand um he is back in the form of AI so I guess his ex account which I think is managed by his his widow uh says yeah this is real it's really an AI of John Mc.

Afee I guess it talks like him you know it has it has his attitude and everything and he's launching a crypto a crypto coin of course he is um so that's interesting I wonder what software they're using for that because I kept wanting to make an aim me but I don't think the software is there yet in other news perplexity the the app it's an AI app that I keep telling you is great and it is great you should use it's it's one of the best things honestly you know I tried a whole bunch of AI apps and every time I got disappointed it's like Oh I thought it would do something more than that but when I tried the perplexity app for searching and asking questions oh my god did they nail that they nailed that like just about nothing I've ever seen so in terms of execution a big shout out to the perplexity AI team you guys are geniuses my God the the just the quality of the app because I use it I use it all the time every day I use it several times and every time I'm impressed it just it doesn't fail it's just so good anyway uh their valuation went from not much to 9 billion and I guess that gives them the confidence to put together a bid for Tik Tock and their bid would do something to um keep the existing stockholders in it somehow but would give the United States the government of the America it would give them 50% of the benefit if it goes public I guess so there could be several hundred billion dollars a stake here if it if it goes public and if it goes public under the new form so it's more of a merger situation than a than a purchase I guess they wouldn't purchase the algorithm so they'd have to invent their own algorithm but again if it was anybody but perplexity that said they were going to reinvent the algorithm that was so good you know you'd say h can they do that but once I've seen what they did with perplexity they certainly have the skill whatever they're doing is really really right so yeah maybe maybe they can so I don't know if this is going to work out but it's a complicated kind of proposal and they may have answered all the questions you know that it's a long ways from it getting done you know if I had to bet I'm not sure I'd bet for it but that's a real interesting offer real interesting offer did you know how many uh children are born to illegal immigrants in the United States according to just the news Nicholas bazy writes that in 2023 the were a quarter million children born to illegal immigrants to use their phrase um that's a lot now of course the birthright citizenship thing is working through the courts will probably end up in the Supreme Court and here's what I have discovered in this two movies on one screen situation if you're a Democrat the only thing that you've been told by your news is that it clearly says in the Constitution that Birthright citizenship exists and if you're born here that's the end of the story would you agree that if you're a Democrat that's all you've heard all you heard is it's in the Constitution done what what else is there to say but if you're a republican you didn't hear that if you're Republican you you heard a completely different story in which uh the person who originally tweaked the language in the the birthright citizenship part of the Constitution he said directly and in his own words it was not intended for uh aliens or non non-citizens it wasn't intended for them now here's where it gets interesting the Supreme Court has a lot of originalists on it conservatives who want to interpret it interpret things the way they were originally meant to be interpreted uh Lindsey Graham said that he thinks there's a good chance the Supreme Court will uh uphold the Banning of illegal um of foreign people using it for let's say gaming the system so I don't know if lindsy Graham has a good uh has a good handle on what the Supreme Court will do but he's a serious guy and and there's a serious argument for it the argument against it well let me say this if the only thing the court looked at was what was the original intent it's actually a slam dunk it's a slam dunk that they did not intend uh foreigners n to come in and have a baby and make it an American that seems to be clear if you go with the original argument um and it all has to do with what the word jurisdiction meant and I'm still not clear about how that's important in the story but apparently if we know that the person who wrote it said I mean it to be this and not that that's pretty clear so we'll see but the precedent of doing it uh to include anybody who is here for any reason is so long that I don't know if the Supreme Court is going to say you know it's been too long you know it's too much precedent maybe maybe but what's different is the the risk is completely different now and I don't know to what extent the Supreme Court takes that into consideration so let's say they had a situation where if they rule one way they think they're right in terms of the Constitution but it would clearly be really dangerous for the country itself would they do it or would they say we don't want to destroy the country so we're going to rule in a way that you know doesn't Rock the Boat too much I don't know you know I I don't think that they would be oblivious to the impact on the country and just look at the law but they're kind of supposed to right it's sort of their job just to look at the law and not worry about the too much about the externals but but I think they have to as as human beings uh all right yeah they certainly rocked the boat with abortion but really they just caked it to the states which isn't that much I mean that isn't that much what's this uh born in USA rethinking birth R CIP in the wake of 911 John Eastman so John Eastman wrote about this all right all right just looking at your comments uh that's all I got for today's show I hope you enjoyed it I'm feeling a lot better and uh I still can't walk too well on that one leg but that'll be fine by the end of the day and I'm going to I'm going to say hi to the uh locals people privately locals I'm coming at you in 30 seconds everybody else I'll see you tomorrow same time same place unless I get a third virus e e e e e e e e e e e e e e e e e e e for

stock market's uh down a little bit

nvidia's taking 11% hit this morning but

it's popping all around so we'll see how

it

ends Let's uh call up some comments here

so I can see what you're up

to good

morning can't keep a good man

down or me either

one good man or me hold on

all right here we go

[Music]

[Music]

perfect good morning everybody and

welcome to the highlight of human

civilization it's called coffee with

Scott Adams and you've never had a

better time in your life especially

since you missed it yesterday Oho you've

got a whole bunch of pen up coffee

enjoyment coming up it's going to be

better than normal if you'd like to take

it up to levels that nobody can even

understand when they're tiny shiny human

brains all you need is a CER marro glass

a tanker chel Stein a canteen Jugger

flask a vessel of any kind fill it with

your favorite liquid I like coffee join

me now for the unparallel oh wait I said

that man it was a tough few

days who knows what's going to happen

sip this

well let's start by explaining the

mystery of where I was for the last day

I know it's very very unusual for me to

miss a day of work very unusual so if I

do you can you can assume I'm either

dead or in bad shape luckily I'm not

dead but I know the worst thing that you

could ever hear is somebody describing

their health problems but mine were kind

of funny so I just have to tell you

anyway so about a few weeks ago I had

this problem where I had some kind of

stomach flu not sure what it

was and at the same time by terrible

luck I had this severe injury that I

didn't know where it came from that

affected my left hip so that I couldn't

even walk and it was just screaming pain

whenever I walked so I had two problems

at the same time either one individually

would have be like the worst thing that

happened to you but boy you put them to

together and that's a bad time now this

was a few weeks

ago then the other day on Friday I get

that stomach flew back you know with all

with all the shakes and aches and pains

and everything

bad and my other leg my other

leg got the problem that had now healed

from the first time so how in the world

do I get two probably either Corona

virus or virus us or Nora virus whatever

it doesn't matter how in the world do I

get it twice in a

row that's

combined with the exact injury except

it's the other leg how's that even

possible well I finally figured out what

it

was the leg problem is because the way I

was sleeping so apparently when I laid

on my side I do something with my leg

that puts it in a bad position so when I

wake up I'm in screaming pain and it

takes just hours or sometimes days to

get a normal so I can even just walk so

yesterday I couldn't put anything in my

body which meant that I couldn't have

coffee or anything

else so I've got a coffee

headache I've got all the symptoms of a

flu and I've got screaming pain in one

of my legs now when I say screaming I

mean actually

literally you it would have been bad to

be my neighbor because about every hour

I'd wake up and scream

oh with every

step now you're saying to yourself

that's really bad that's really bad so

I'm I'm I'm uncopied I'm sick and and I

need a

banana because I think a banana is the

only thing I could possibly get down

sometimes you just know what you might

be able to eat and I think if I get the

banana I can get the coffee on top of it

maybe and it wouldn't be so bad and then

I'd at least feel better and I'm like

all right I need a banana so I limped to

my kitchen oh oh oh with every step and

for the one time this is very rare I

Have No Bananas I almost always have a

banana it's like my most basic thing I

keep so I go to order one to be

delivered not one you know bunch of

bananas so I get on Amazon

to get my banana because I'm so out of

it that I couldn't tell the difference

between Amazon and door Dash I confuse

them because they both bring groceries

to me but I forgot the Amazon is the one

that brings it to you the next

day no I needed it right away I need

that banana I really need a banana so I

I get on Amazon I'm like oh banana how

interface wait and I and I put some

stuff in a basket and then it

disappeared

and I'm in some other mode because I

guess Amazon has more than one way to

buy groceries that somehow can mixed up

the two ways so every time I would add

something and then I think I was done

I'd be ready to send there would be no

send button there was no buy button and

then I'd end up in some other mode and I

so I think Amazon has at least three

different ways to buy groceries so I

couldn't figure it out but I finally

figured it out and put in the order and

then it tells me it's going to be there

tomorrow and I'm like what oh

sh I'm on Amazon I need door Dash so I'd

already ordered it so now I've got a

bunch of stuff coming that I don't

need that should be sometime

today but I'm like so I go back to Door

Dash I go all right and I try to order

bananas and then something went wrong

because my brain wasn't working again

but I I successfully put it in the order

and I have to wait if few hours I'm like

oh if only that banana would come my

everything would start getting better if

I could get the banana I just need one

banana that's all I need finally door

Dash comes he delivers my

bananas except apparently I had somehow

ordered one

banana that's right now I know the

difference between a bunch and a single

banana and I was pretty sure I hit the

bunch but apparently I hit the single

banana so I got one

banana which would have been enough

except it was

green so that's like no

banana so I said damn it I am not going

to be beaten so I suffer through trying

to figure out how to order properly

again second door Dash right after the

first one and finally I'm happy to

report that after all that banana

business I finally got a nice bunch of

banana

bananas they were all green so I still

had no

bananas so that was my third attempted

banana delivery all failures but I had

some other fruit that that was along

with it got back in the got back in it

so I thought to myself if I could just

wait this out like the other time that

one of my legs was in screaming pain and

I had a flu like symptoms you know I

knew I weighed it out it's just really

painful just weighed it out and then I

went to sleep

sleep to one of my many naps probably 10

naps that day and I woke up and I had

reinjured my other leg that's right now

I had two legs that gave me screaming

pain anytime I tried to walk basically

totally disabled couldn't stand up

couldn't walk

ow so it just got

worse

anyway but at least I could you know

look at my screens and entertain myself

no there's something about the weird flu

thing that makes it impossible to look

at a screen like I tried but every time

I did it's like oh headache oh so it was

about the worst two days you could ever

have but I'm back I can barely walk but

it'll be fine we're we're 80% better

let's talk about Ben and Jerry's so Ben

and Jerry who are no longer directly

associated with Ben and Jerry it's owned

owned by Unilever I believe

but the the Ben and Jerry themselves

have going full woke and maybe the

company too and uh so they're so they

just dropped a Dei themed ad declaring

they'll never stop fighting to dismantle

white supremacy and end the climate

crisis now are you all having this Trump

uh time Distortion thing that I am where

it seems like Trump must have been pre

president this time for already a year

because he's done so much like like time

doesn't make sense anymore but here's

another

one doesn't it sound like this didn't

come from this era when you hear that

somebody wants to dismantle white

supremacy which two months ago was sort

of

normal but now it just feels like what

what are you from the

past am I the only one having that

feeling that that that somehow just even

reading it like really dismantle was

Supremacy what year is this it's not

2025 Is

It Anyway my question to Ben and Jerry's

is do they still sell

vanilla because I feel like that's a

little bit way supremacist

vanilla you should get rid of

vanilla but uh here's what I think is

going to happen whether it's Ben and

Jers or Costco or somebody else it seems

to me that somebody is going to buy one

share in their parent company uh unil

lever which is a uh it's a it's not a US

company so you'd have to buy something

called an ADR but I think you can do it

I think it works I'm not positive so

maybe Ben and Jerry's isn't the the

first place to start but what's going to

happen is some shareholder is going to

buy one

share just to press them on the Dei and

they're going to say I'm suing you for

these policies that are clearly bad for

stockholders because now that the

government under Trump has declared that

Dei is literally

racist how can a company keep doing it

without being accused of literally being

racist so it's pretty big risk for all

the companies sooner or later somebody's

going to sue one of them and say you

better get rid of this now that it's

government approved or not government

approved but government labeled

racism it's pretty risky to have that

still going on if you've got

stockholders as Cory d'angelus points

out in a article in Fox News uh the next

place for Trump to ban Dei would be the

schools the schools need to stop the Dei

now I assume even though the schools are

mostly locally run that the government

has enough influence through funding or

something else that they could ban it in

schools

that's really really important because

if we don't kill it in

school we're dead because it'll just be

another generation of Dei

idiots so yeah Cory d'angelus is right

on this one school's got to be next in

colleges

too I was watching Mark andreon I think

he was talking to LAX

fredman and uh I am so impressed with

Mark andreon

um let's

say um trans what would you say I think

he's emerging from a business leader

to um maybe a social and political

leader but I knew he was

smart Mark

Andre but I didn't know how smart he was

and now that I'm listening to him talk

oh my God my God he's smart like just

crazy smart and he's smart in exactly

the way the country needs which is he

can explain the most complicated things

in the simplest completely

understandable ways and he seems to have

priorities straight Etc now I didn't

realize that he was he was advising

Trump I don't know if he's advising him

on specific topics or more generally I'm

not sure but wow when you hear that

Trump is being advised by you know Elon

Musk Mark

Andre you know like it this is

crazy this is the best advice any human

ever received like how are we so lucky

it's amazing but anyway one of the

things Mark andrion said he was dumping

on Larry Fink the uh the head of Black

Rock and he said he said that Larry Fink

fell for every idea in the

world those are that's his words of

course I'm much too nice to you that RW

but I'm quoting because apparently it's

semi- approved at the moment so he was

he was saying that the Dei and the ESG

and and the zero point whatever so

uh yeah i' love to see a hugely

important business figure just take a

big old right on Black Rock and

Larry fing head just say and just call

him out as being basically an idiot who

who has not been helping and it's

probably been greatly hurting and doing

it on the backs of the

shareholders

um both in his company and

otherwise so that's a good that's good

uh as you know tulsy gabard is is up for

the dni job head of dni she has to be

confirmed and uh over on MSNBC we're

watching uh we're watching as John

Brennan is saying what a bad pick she

would be for the dni

now as other people noted and I often

tell you if you know the story you don't

know anything if you know the players

well you might know a lot and this is

one of those if all you knew is that

somebody used to had the CIA said that

telsey gabard was not was not the right

one for the job you'd say oh well that

that's a very qualified person and a

serious qualified person at that

so if somebody's serious and qualified

says she's not good for the job you're

like H huh well I should take that

pretty

seriously

however if you know the

players looks pretty different doesn't

it and most of you who are listening

know the players by now John Brennan

he's the guy who pushed the Russia

collusion and the the hunter laptop

letter he

he's he is the signal of what you should

do the opposite of and the fact that he

appears on MSNBC to spew his stuff uh as

uh as somebody on X who goes by the name

gofun gofun gon says quote I love MSNBC

they give us insight into what the

intelligence agencies want us to

believe well not not the agencies in

general but certainly some elements of

them and the worst ones I think

so yes that's exactly what I do when I

watch MSNBC I watch it for the the humor

because it's so stupid literally I watch

it for the humor

and the other thing is that it does

signal to you what the dark intelligence

people want you to believe that isn't

true so it's really useful again if he

didn't know the players you would just

turn it on and you think it was news and

then you'd say oh there's some news but

if you know that they seem to be and I

don't know the details but seems to

be

um all right I might have to turn off

the comments here but we we'll see how

it goes I'll tell you what I'll just

cover the comments with the locals

people that way I don't have to look at

them all

right um so I can still see the comments

but just locals th those of you are

being bad in the comments don't be bad

anymore all

right

um big question for me is when do all

the NOS get defunded is that going to

happen this week now the ngos are the

non-government

organizations which I thought was sort

of a limited sort of thing not that big

but you know they had something to do

with I don't know some secret plan for

censoring America ANS and they seem to

be deeply involved in assisting illegal

immigration and lots of people say

they're some of them are involved in you

know child trafficking sex

trafficking and the only thing I know

for sure

is why are there so many of them and why

do they cost so much and why are we

funding them it couldn't possibly be a

good idea so I'm pretty sure that nearly

all of these need to be shut down

immediately because they seem to be

working against the interests of America

while we're funding them how in the

world did we get in a situation where

we're funding these unlimited number of

of entities that are actually trying to

seemingly I mean if you just looked at

what they're doing it looks like they're

trying to destroy America how in the

world are we letting that go on I I've

got a feeling that Trump's getting ready

to put the hammer down and

[Music]

that

um yesterday apparently Elon Musk

suggested tongue and cheek that the

English Channel the the water between

England and France should be renamed to

the George Washington

Channel now uh I I saw one commenter who

was terribly incensed that he would

suggest that the English Channel would

be renamed to the George Washington

Channel how do you not know he's

joking how does somebody read that and

not know that's obviously just a

meme think about what it would be like

to be one of the people who doesn't know

how jokes work like I don't know that

looks real to me anyway that's

funny well Trump is pushing his idea of

a tariff funed economy instead of just

taxes I don't see any way that he could

get to a tariff only economy but if it

got to a point where

taxes didn't have to go up because

tariffs were handling it maybe but you

know if there's tariffs also your

expenses go up so I don't know how to

net that out I'm not sure if anybody

does but it it is true that we used to

have a tariff funded economy when things

were

simpler um and it could be that it's

easier to raise taxes than it is to

raise tariffs because all the obvious

reasons makes harder to get stuff

there'll be retaliation Etc and then you

have the the separate problem that if

you just become the Tariff

country uh wouldn't it cause other

people to you know find a work arounds

and not sell things to you or would it

cause people

to um there there would be some

confusion if you tried to use it as a

weapon if it was also your normal way of

doing business but I suppose you could

still crank it up if you wanted to turn

it into a weapon so I guess I would say

I'm not 100% sure this is a good idea

but I know that doing what we we have

been doing is a bad idea because what we

have been doing is heading toward a

cliff so we better do something and uh I

would be way more open

to more open to let's say

non-standard and even big changes than I

would have been ordinarily so I don't

know I'd love to see somebody smarter

tell me if this a good idea or a bad

idea to have a tariff funed

economy well Trump is signing uh going

to sign some executive order on

developing AI that is free from IDE

ideological bias so AP news is reporting

that now I don't know what that

means um apparently Trump wants to

remove you know any burdensome

government

oversight but uh and we would ALS he

also wants to get rid of the racism

that's built into the current AIS

anti-white racism

primarily

[Music]

um and this would be good presumably to

help America uh have ai leadership I'm

not sure if we have that right now but

it would' be in better

shape and uh yeah so Trump says we must

develop AI systems that are free from

ideological bias or engineered social

agendas

and we also want it free from red tape I

wonder

though does I think what Biden had in

mind was everything had to run past the

government before it was approved to be

U

released and I wonder if that helped at

all or even would help in the future I

don't know that the the argument for not

having the government get involved is

pretty strong because wherever that

wherever we did it it seems to work

better than whenever the governments

involved how in the world could the

government evaluate

AI that doesn't even seem like make

sense does it like do you think the the

best people are going to be looking at

the AI algorithms in the

government I don't

know so getting the government out of

that seems to make more sense than not

um at one point it seems so dangerous

that we couldn't release AI without you

know the government oversight but now

that there are going to be so many AIS

from so many different places we'll talk

about that um I don't think there's any

way to stop AI so if the only thing we

do is our own

Industries but there's going to be the

same amount of AI out there no matter

what because it'll just come from other

places this makes sense to me to get it

does make sense to get rid of the uh

regulations uh yeah somebody said that

David Sachs might be the adviser on this

one so I would trust him

um you may have seen a clip of Bill Mah

on uh on his show

uh what's he called his show um not real

time the one he does in his man cave

there with Matt

Gates

and this was really frustrating to me

because uh Bill Mah got into the January

6th thing and wanted to you know really

nail Matt Gates on it now Gates of

course is one of the best

communicators in the game and knows a

lot about the January 6 stuff of course

so this was like so interesting to me

I'm like oh finally somebody's going to

give a good argument to Bill Maher about

the January 6 because it's never been

done it's never been done nobody capable

has ever explained January 6 to a

Democrat I've never it and I thought

finally you know you you've got a super

staric

Communicator um this is good and then

Gates made the mistake that is

unrecoverable in terms of a

debate he went your side does it

too that's that's the losing argument

let me tell you why and this is exactly

the way it went with uh with maren Gates

basically I'll just summarize this this

is not their exact word but the way it

went was Bill Mar said January 6 was bad

you know blah blah blah January 6

Insurrection bad Matt Gat said but you

realize the Democrats have also

questioned a lot of Elections he's

already lost the arguments lost at that

point you can't win because then Mar

says yes but they're they're not

equivalent and then this is what the

Democrats do Bill Mor said and if you

say they are equivalent you're a

hack that's right he didn't say the

argument is better this way he said if

you make that argument you're hack and

then then Mara started getting really

mad and talking over him like he

couldn't possibly listen to any

explanation but to be fair to be fair

gas's argument was

terrible and I hate to say it but

getting all over a terrible argument

isn't isn't a mistake it was a terrible

argument say you do it too cuz it wasn't

equivalent I mean you you can't compare

you know what happened on January 6 to

somebody saying I'm not sure this was a

fair election you know or or challenging

it in the courts these are not

equivalent right so let me tell you how

to win this

argument you you lose from the first

moment unless you establish the

following thing here's the way I do it

if it were me I would said you know Bill

I'm sure you're aware that there are two

narratives there's your narrative and

then I would explain it so that it was

clear I understood it your narrative is

it was an Insurrection they're trying to

overthrow the country and importantly

importantly they knew they lost the

election so that's that's bills

narrative then always said I'm not sure

you're aware of what the other narrative

is because it doesn't really come

through and the other narrative is there

is no way to know who won any

election and if you think that Trump

knew that he lost you'd have to explain

why half of the country didn't know it

because they thought that the election

looked rigged they saw too many

irregularities now they could have been

wrong but they were operating under the

assumption that the election had been

stolen and if they were operating under

that they were operating as Patriots

meaning that they were trying to fix

something that had gone terribly wrong

now when look at the American Revolution

the reason that we don't um we don't get

mad at the American revolutionaries for

the violence they created violence they

started it is because they had a good

reason and they were seeking freedom and

Independence and uh if you win then you

get to be the good guys in right history

and say that that violence was totally

justified so the thing you have to sell

is the idea that nobody can tell an

election is fair

now what would happen if you said that

well if you're a Democrat they will

start yelling at you that you're a hack

so you're going to have to somehow

settle them down enough so you can

explain you know there's there's no way

to know that any American election is

fair there really isn't the only thing

you can know is it's complicated other

people were involved and maybe somebody

told you it was fair but in order to

think that the American election systems

are fair you would have to say that

they're the only thing in America that

is because we've seen over the last few

years quite vividly Department of

Justice was lawfare FBI was totally

corrupt at the leadership level we've

seen that our Health Care system was

completely messed up during pandemic

we've seen that science is a

mess there's as much fraud as there is

science in the in the science itself and

you could just go down the line every

part from you know we just talked about

NOS almost every part of American

institutions are clearly obviously

corrupt but the elections are not the

most complicated things that you and I

couldn't possibly look into you're

telling me that that nobody could hack

an election it's the only unhackable

system in the

world these are ridiculous assumptions

so if you want to win the j6 thing don't

talk about j6 talk about whether

elections can be known who

won you can't you and don't leave that

place because if you're arguing about

whether it's good it's good or bad to be

fighting against

cops don't get into that argument if if

you're trying to save a country it's

good right if you're trying to overthrow

a country it's bad so you don't even

have to talk about what happened on

January 6 because it all depends on what

you think they were doing now have you

noticed that it's been how many years

now since January 6 four years

so four years from January 6 and we've

seen

exactly zero interviews with a January

sixer who thought the election was

real

none none 1,500 people went to jail not

one of them has said you know once I

realized the election was really real

and fair I guess I see what bad things I

did not

one do do you think that Trump really

believed that was a fair

election if I had been in his place I

don't think I would have now I don't

know if it was fair or not I just know

that nobody else knows and it looked it

looked like it was sending the signals

that it was

rigged you know if you go if you go to

bed and you're winning and you wake up

and you

lost and you and something like I don't

remember the number is it 18 out 19

bellweather went the wrong direction if

your bell weathers go the wrong

direction and there's a last minute come

from behind hard to explain when yeah

that's every signal in the world beyond

that you don't even have to see the

signals if you know that the other side

had been saying that they're trying to

stop Hitler and you see what things they

did to try to stop what they thought was

Hitler rigging an election would be the

least dramatic thing the lawfare is way

worse than rigging the election way

worse so we know they did things way

worse than rigging election that's

pretty established so rigging election

would just be normal business if they

really thought they were stopping

Hiller you probably heard this story on

if you're on X but uh I I saw a post by

Stephanie Tyler and she describes the

following so there are a number of older

books that that are hard to explain

their existence unless time travel is

real or we live in a simulation so

courtesy of Stephanie Tyler I will

summarize a little bit so it starts like

this Nicola Tesla dies so back when

Tesla was the man he dies and the only

person allowed to access is safe the one

containing all his most secret

inventions is somebody named John G

Trump a a brilliant MIT scientist and oh

by coincidence Donald Trump's

Uncle who who conveniently says Ah

there's nothing to see in

there now if this if this were the only

coincidence it would be really weird

wouldn't it what are the odds that

Nicola Tesla dies and Donald Trump's

uncle is the one who has access to his

secrets that's so weird but it gets

weirder in 1958 there was a something

called track down I think that must have

been a TV show featuring a con man named

Walter Trump and Walter Trump was trying

to sell people a magic wall to save them

from the end of the

world okay now what are the odds that

there would be a book about somebody

named Trump who really wants a

wall okay that's a coincidence too but

we're not

done 1953 uh wner Von braa you the head

of the

rocket program uh the father of rocket

science published a book about humans

colonizing Mars led by a guy named

Elon Elon e l n so the guy that the

father of rockets thought would be the

leader on Mars was named

Elon okay it gets weirder in the even

before that in the

1890s uh ingol Lo wood author writes

about a story about Baron

Trump that's the actual name Baron Trump

a kid from the a kid from quote Castle

Trump going on wild adventures with a

guide named

Dawn

what uh and then writes a book called

the last president where chaos breaks

out in America after the election of an

outsider what

and

then

um so and then you fast forward to now

we have Elon Musk who runs a company

named Tesla named after Tesla and is

obsessed with getting us to Mars and is

not only working with Trump but quite

literally got him elected and and has

even visited his magic wall that's what

Stephanie Tyler says this is really good

thread by the way

Stephanie uh how is any of that real e

even Elon when he commented about the

person leading Mars named Elon even Elon

said how is this real how how could it

possibly be

real now I'll tell you how it could be

real think of all the books that have

ever been

written all the books that have ever

been written don't you think that if you

could search all the books that have

ever been written you would find a whole

bunch of these these meaning not just

stuff about Tesla or Elon but a whole

bunch of

coincidences hey that book predicted

this and that book predicted that and

the answer is this is like the Bible

Code remember when there was a I always

use this example because it's so good uh

there was a claim that there were secret

patterns in the Bible that if you just

did things like look at these second

letter of every sentence and you know

stuff like that that there would be a

secret message predicting the future and

there were a bunch of them whole bunch

of them in the Bible and then somebody

had the idea to run the same algorithm

against War and Peace just random book

and it was full of codes so you could

take any book that's a a good size and

you can find a whole bunch of

coincidences that appear to predict the

future and I think this is one of those

situations where instead of looking at

all the sentences and big book you're

looking at all the

books and if you could selectively pick

just the books you wanted to show people

probably this is one of you know

thousands of different amazing

coincidences you could artificially

create or we're part of a simulation

pick one all right well the big news of

course is moving the markets is this uh

Chinese AI called Deep seek now some of

you watching this are going to say I do

not care about this

technology but this one's really

important this isn't like just a nerdish

story this is civilization altering kind

of

stuff and I think there's still some

mystery about how it was developed but

the uh the things we know is that they

somehow China got a hold of uh a bunch

of Nvidia chips that they weren't

supposed to have access to because they

would be denied to our adversarial

countries but somehow they got them and

but they didn't get many compared to how

many the United States has for its big

AI produ uh

projects um but they had enough combined

with some really clever

engineering that they buil something

that's just as good as the big

AIS now the big part of the story is

that they innovated Way Beyond what the

experts were expecting and

faster it

wasn't beyond what I expected because I

literally predicted that this was going

to happen that there would be a super

cheap alternative that would pop up and

that it would hurt Nvidia stock which is

why I told you a while ago that I sold

my Nvidia stock is because I was

expecting a fairly

quickly um a competitor now you might

say Scott how in the world did you guess

this when seemingly nobody else was

guessing it when I have no skills

whatsoever in this domain and the answer

is just pattern recognition and

economics so if you have a background in

economics it helps but when you see this

many dollars involved the the AI dollars

are beyond anything we've seen really so

there's immense amount of money involved

but also if you don't get in the AI game

soon enough and you're a big country

it's an existential risk so you're

essentially engineering for your

life if you put people in the situation

of engineering for their life to try to

save their country you're going to do

better than somebody who's just working

for money in the United States we have

great Engineers obviously or we wouldn't

have the AI that we have

but they're largely working for money

and they're you're under the impression

that they're leading in Ai and maybe

they are um that's a completely

different incentive and I would argue

that Wars have taught us that when you

get in a war The Innovation goes to the

roof because you're trying to live so

when you're engineering yourself to try

to survive suddenly you get really

clever and you've seen this a million

times in a million different contexts so

given the amount of money involved and

that it's an existential risk to China

and other countries I predicted that

somebody would find a really clever

engineering workaround and they would do

it pretty quickly and it happened it

happened almost exactly when I thought

it would you know not long after I sold

the stock and so what we know right now

is I want to tell you a little bit this

might be a little too nerdy for you but

I'll try to make it interesting I saw a

post by Morgan Brown who was in the AI

space this was on X describing what they

got right so let me just run through

this so and by the way again if you

think this is a nerd story about some

technology you're missing the big point

this is everything if if this thing is

real and it can compete with the big

expensive

AIS we're in a lot of

trouble yeah America just went from

dominance to uh oh like just overnight

so let me give you the rundown so you're

educated on this um first of all in

America at the moment if you were one of

those uh regular AIS like open AI or

anthropic it might cost you a hundred

million just on Computer Resources uh to

train something hundred

million uh and they need massive data

centers and thousands of gpus that cost

40,000 a

piece but if you were uh this little

it's called Deep seek that's the name of

the new AI the cheap one it only costs

them $5

million so five instead of 100 million

and it can match or in some ways I guess

beat the current version of uh the open

AI product and some others a little

better than some others and they

rethought everything from the ground up

so here's some examples traditional

AI uh likes to write everything with 32

decimal places the cheap one said what

if we just use eight decimal places and

to be close enough

and it uses 75% less memory so they gain

75% of memory just by saying huh we

could just take a little off of this be

a little less fewer fewer decimal

places uh then there's some kind of

multi- toen system so normal AI reads

like a first grader it reads sort of in

order the cat sat so it sees each word

in order um one at a time apparently

this new one the cheap one reads whole

phrases at once so if it reads a whole

phrase just like it something else would

read one word at a time if it reads

whole phrase apparently it's two times

faster and 90% is

accurate now do you know what they

copied that's speed

reading they they put speed reading into

the model I think I've described before

because I learned speed reading when I

was a kid you don't look at words you

look at the sentence and you brain picks

out the important words in the sentence

and instead of going ba baah ba each

word you just look at it and you just

know what it says now it takes practice

but obviously the AI can get it a lot

faster so it's basically treating a

sentence like a

word and then it became much more

proficient here's another

trick uh they built an expert system

instead of one massive AI trying to know

everything so apparently it has lots of

expertise built in but it only wakes up

to you know to use the technical term it

only wakes up the expert in needs so

it's not always looking every expert at

everything it just wakes up the part of

the model that's relevant to the

question I

guess

um and traditional models have 1.8

trillion parameters active all the time

whereas this cheap one has only uh 37

billion active at once so that's a big

difference

all right so here's the results so

instead of costing 100 million to train

it's 5 million instead of uh instead of

needing 100,000 gpus it might need less

than 2,000 the API costs are 95% cheaper

and it can run on a regular computer a

high-end computer but one that you could

buy for gaming Etc so that's a big deal

um it's all open

source which is why stocks and the other

companies are

falling and let's

see and they don't need a billion dollar

data

center Etc all right and apparently deep

seek did it with a team of fewer than

200

people and I I read something else

separately this is not from Stephanie or

Morgan but uh separately I saw that they

did something where they cleverly

trained it with incentives and a way

better than regular AI

but anyway those are things you need to

know lots of clever clever engineering

but when you see how clever the

engineering

was that's the difference between

engineering for your life and just

engineering because it seems to me that

every one of these clever moves were

available to all of our AI people

weren't they but I think our AI people

were saying no we you know we have to

hit the maximum so instead of saying

well if I cut some Corners it'll be 90%

as good I I think the American way is

it's got to be the best

one now what are the odds what are the

odds that uh this cheap one will destroy

the entire AI industry in the United

States I think low and here's why I

think Nvidia won't fall to zero um it'll

take a hit and I think it'll just it'll

just make it back eventually during the

year my guess is that Nvidia is still a

good stock that's my guess but you know

I would just be guessing so don't don't

buy it because I said

so there's definitely a bigger risk than

there was last week so if you if you

think Nvidia is the same stock as it was

a week ago it's definitely not

definitely not the same stock it was a

week ago but that doesn't mean it's in

trouble here's why um as the experts say

the very next version of open Ai and and

our other AIS will probably be better

than this deep seek will deep seek be

able to keep up we don't know we're GNA

have to see it might it might be such a

fast follower that nothing we can do

gets out of it but we'll have to find it

out the other thing I think is that um

and I've been waiting for this I think

the government I don't know if a trump

government would do it but I think the

government is going to make it hard for

other AIS to compete you remember Mark

andreon told us he was in a meeting in

which uh some intelligence people said

to the AI uh AI tech people uh don't

bother don't don't bother funding more

AIS because we're only going to let a

few big ones survive in the United

States so we can basically have control

over it well I feel like there will be

artificial barriers put in place that

might even make it illegal to use this

open source one I mean it may be as

simple as that here here's what I

predict

in Fairly short order somebody's going

to find some code in that deep seek

thing because remember it's open that

looks

suspicious or or it has a back door

somehow or or it's got some kind of

thing that isn't completely predictable

and then the rumor will start and it

might not be true but the rumor will

start that it's like a virus and you

can't let it free in America and it

might not be true but the government and

of caution will say all right we're

going to ban it you can't use this cheap

one because you know we're not sure it's

good we're not sure it's safe so I kind

of expect that to happen so if you add

the fact that the us is going to try to

stay ahead and you know we don't know if

deep seek can reach uh the next level of

we don't even know if it can reach the

next Lev of AI which is Agi you know

more of a general

intelligence um but we also don't know

if the American companies can they say

they're going to be there by you know

two years but I'm not so sure so we'll

see so lots of questions about this but

it doesn't mean the end of uh the end of

AI in

America now I make similar predictions

now you probably wonder why do I keep

talking about Battery Technology and the

reason is it's the same as this

AI I'm I'm expecting a huge breakthrough

in Battery Technology

because the stakes are so high the

dollar amounts would be gigantic and it

would be World transforming if we could

just make batteries let's

say 20 times better you know pick a

number uh it would change everything and

sure enough every day there's a new

breakthrough I I don't think any one of

these are necessarily going to be the

one but now there's a according to

interesting engineering there's a new

aluminum battery that contains over 99%

of its capacity after 10,000 Cycles now

that's that's doesn't mean that that's

going into production anytime soon but

that's a Cy that's the scale of

improvements that people are looking at

in batteries I think you could make the

same prediction with batteries that I

made with AI so much money involved so

much at stake that somebody's going to

engineer some kind of battery that you

just get blown away by so something you

didn't even think was possible I think

it's

coming according to the amuse account on

X the uh Trump Administration is going

to go after uh trying to figure out

where the billions that were sent to

Ukraine ended up so the FBI and the doj

they launched this big investigation

into where it

went and I think we're going to find out

some terrible things about where all

that money went it definitely didn't all

go to you know useful weapons and stuff

we'll find out in other news the new CIA

director

Ratliff uh is going to have the CIA

evaluate if China intentionally started

the pandemic according to the Daily wire

now did China intentionally start the

pandemic here's where they could save a

lot of time and money in the CIA by

simply asking

me Scott did China intentionally release

a virus in their own major

city

no and we're done here now a lot of

people have been giving me a hard time

about this on X today after I said it on

X and people saying Scott Scott how do

you explain X how do you explain Y how

do you explain this other thing to which

I say I don't have

to nobody releases a deadly virus in

their own City first if they have a

clever plan to take down the rest of the

world a clever plan to take care take

down the rest of the world would be

releasing it

in

Chicago now that would be a good plan or

London that would be a good plan or or

better yet multiple places at once but

all of them ones who don't have a big

connection to China directly nobody

nobody releases a virus a deadly virus

in their own country to take down other

countries nobody ever ever ever now the

response I got to that is Scott you

don't understand that China doesn't

value human

life okay I don't want to go all woke on

you but that's just

racist that's not an opinion that's just

racist because even if you said they

didn't value human life and they do they

do value human life I'm not going to I'm

not going to accept Chinese are the only

people who don't value human life that's

ridiculous

um I mean that's really ridiculous but

even if even if they didn't value human

life they wouldn't release it in their

own

City there is no there is no no rational

argument for why they do that and then

somebody else said but they're not

rational yes they are they're like one

of the most rational places ever if they

were if they weren't rational they would

have all already made a move on Taiwan

they would have done everything

different if they weren't rational

everything China does you might not like

it but you can see the glaring you know

Common Sense to it from their their

perspective so no you do not have to

study this nobody releases a deadly

virus in their own City first when you

could release it somewhere

else

um now that we know that the virus came

from the lab and therefore was part of a

weaponization or at least gain a

function which sounds like

weaponization

um this might explain some of the

Mysteries that I had during the

pandemic I was trying to understand

understand why but and the problem is

that I knew it was from the lab from the

first weeks you know I told you friend

of mine showed me the uh Google Map long

before it was in the news uh nobody

nobody in the news had heard of it um he

said you know it's right across the

street from the

Wuhan lab of I don't know what with the

perfect name for exactly this and as

soon as I saw that I was like oh

obviously they're just saying it came

from the wet Market but clearly that

would be too big of a coincidence that

the lab that that does this exact work

is across the street so I knew it was

weaponized uh weaponized or at least

gain a function which would end up

looking like the same thing and so when

people said Scott don't get the shots

it's just a

cold if you thought it was just a cold

it would be ridiculous to get a shot

wouldn't it if it was just a cold why

would you take a chance on a new a new

medicine in the form of a shot that'd be

crazy but if you knew that it was a gain

of function and therefore

unpredictable wouldn't it be at least a

toss

up that if you took some kind of

technology that was designed to minimize

its impact on you the shot now again you

didn't know if it' work you don't know

what the side effects are there's a big

risk we all agree that no matter what

what else it was a it was a risk to take

the shot but it was also pretty big risk

to be completely

unprotected and get a weaponized virus

especially since you didn't know what

the long-term effects were the long

so-called long Co

so um if you thought it was a slam dunk

decision probably you thought it was

also a cold and that means you probably

didn't know that it came from a

weaponized lab but what I'm seeing is

people who knew it came from a a gain of

function lab meaning either accidentally

or intentionally weaponized and you

still said it was a

cold you you must have really not

trusted that lab to make some good stuff

if you thought it was just a cold well

they've been working hard they made the

common cold or something no worse than

the common

cold anyway the hoodies in Yemen that

were disrupting all the ship traffic in

the Red Sea by shooting them with

missiles they said that they're they're

going to stop doing doing that as long

as the ceasefire in Gaza

holds okay apparently the ships that

would use the Red Sea have decided

that's not good enough they don't trust

the hoodies to not attack them and they

shouldn't because I don't think that you

know by the time you send your by the

time you send your ship into the Red Sea

it could be five minutes from the

ceasefire falling apart so yeah it would

be pretty dangerous to assume that

they're not going to shoot you because

of a ceasefire that you know may not

hold

but I really made me wonder is that

really what the hoodies care about the

only thing that they care about is

Gaza did we know that before or are they

just pretending that's the thing they

care about so that they have a reason to

stop doing it I I was pretty sure now

obviously they're backed by Iran so

whatever Iran wants is what the hoodies

are doing but did Iran just say to the

hoodies stand down as long as the

ceasefire holds because that would

almost

suggest that they really mostly cared

about Gaza that doesn't seem completely

right does it so there's something about

this that doesn't add

up um but the first thing that makes me

wonder is apparently Trump has suggested

that uh let me find his exact words here

tropus suggested for Gaza that they

clear out the whole

thing um basically take all the people

in Gaza relocate them temporarily or

permanently and then fix whatever is

Gaza and then decide later if anybody

can come back now that's pretty

dramatic but I think he's talking to

Jordan and Egypt about taking the uh

Gaza res

not that the Gaza residents want to go

to either of those places but where they

are now is probably not so

cool but here's what's wrong with that

Egypt and Jordan are not our

enemies am I

right I mean Egypt and Jordan are sort

of to you know Jordan especially is

somebody we work with all the time why

would we send

Hamas because the Hamas people are a big

part of you know they're going to be

part of the gazin who who are uh moved

anywhere why why would we move a whole

bunch of Hamas Fighters into an ally or

somebody that we at least would like to

work with like Egypt that doesn't make

sense does it wouldn't it make more

sense to tell Iran they have to take

them because Iran's the one that broke

it if you broke it you bought

it I would let me just float this idea

so this is in the context of the bad

idea concept if you haven't heard this

before the bad idea is when you suggest

a bad

idea just to brainstorm and then people

say that's a stupid idea Scott but you

remind me of something that would work

so I'm going to give you the bad idea

the stupid embarrassing one you know

because I I have that superpower I have

no shame so I can I can do embarrassing

ideas that maybe just you think of a

better one and then that's the goal all

right suppose

Trump and I guess Netanyahu say here's

what we want to do Iran is the one who's

backing Hamas Iran is the one who is the

main sponsor Iran is the one that broke

it they're all going to

Iran and then Iran then Iran says whoa

hold on hold on uh we're you know we're

Shia and they're Sunni and you know

doesn't work and we say we don't care

you've been backing them they're yours

so if you want them to have a good life

open up some space in Iran take care of

them yeah you're the one who got us in

this situation it's not ours to fix so

why don't you do something really good

for the Gins and build a really nice

safe place for them in Iran we promise

that if we get in a fight with Iran we

won't even bomb them you know they'll be

nice and safe so Iran why don't you take

him back and here's the thing of course

Iran is going to say no at least in

minute one they're going to say say no

of course they're going to say no but

the framing is kind of smart the framing

would be you broke it you bought it and

that's the end of the

story now would this be a terrible

tragedy to the

Gins

yes it would be a terrible tragedy if

they didn't think they could go back but

I wouldn't rule out that somebody

carefully vetted could come back you

know once Gaza is rebuilt into something

I wouldn't take any of the homas

fighters back but it does seem like you

could probably you know do enough

fetting that some people could come back

just not the Hamas Fighters and maybe

you'd have to I you know it could be

that it would just recreate the problem

so if if we decided never to do that not

we but if they decided never to do that

it wouldn't

be you know unconscionable it would just

be a practical decision

um all right so that's the question we

should tell Iran they have to take them

because it's their problem not anybody

else's um the the chief of the IMF the

international monetary fund over at

Davos I think was saying according to

Breitbart that uh Europe should be more

like the

US and I think this is all from Trump

like you know I don't think they would

have even said this before but uh so the

European economy as you know has lagged

behind the US by quite a bit they've

invented practically nothing and uh so

the head of the IMF said the time has

come for Europe to collectively look

across the Atlantic and follow the US

lead as it grows in confidence daily

under the leadership of President Donald

Trump no I think that's maybe

breitbart's take on it but the actual

quote is the United States has a culture

of confidence Europe has a culture of

modesty georgeva said I guess she's the

head of the IMF uh quote my advice to my

fellow Europeans is more confidence

believe in yourself and most most

importantly tell others that you

do okay do you think that the

problem do you think that the big

problem between Europe and the United

States is

confidence do you think maybe they got

that backwards do you know what would

make Europe

confident winning winning winning makes

you confident you know what makes you

not confident

losing losing to somebody else so could

it be that their real problem is

structural meaning that they have red

tape like crazy they have government in

everybody's pockets they don't have

basically everything's wrong uh they

don't have I don't think they have the

venture capital structure that we have

in this country if you fixed all the

structural wouldn't Europe have success

and wouldn't success make them conf

confident probably I I don't think that

we that America somehow raised a bunch

of confident people independent of

success there are people like me who are

confident before they're

successful but I think I was just born

that way I don't think it has anything

to do with

America don't you think there's some

confidence people being born in Europe

like none what they have some kind of

some kind of weird genetic defect that

affects all the all the nationalities in

all of Europe they all have the low

confidence genetic defect or do the

schools teach them not to be confident

it seems more likely that there's a

structural problem and if they fix that

the confidence would follow but that's

just

speculation

anyway um

what else is

happening according to Michael

shellenberger uh the CIA under Biden

broke the law and not releasing its

analysis of the Wuhan lab so I guess the

CIA already had that opinion that it was

probably the Wuhan lab that was a source

of leak but by not releasing it which

would be their job uh if it weren't for

Trump the truth may not have come

out all right that's interesting so we

do need to look into that

meanwhile Britain has a firefighting

robot that can spray 2,000 liters of

water in a minute according to

interesting

engineering huh a robot that can fire

spray 2,000 lers of water well luckily

there was a video so I could see that

the robot was not a humanoid robot

because if it had been a humanoid robot

that could shoot 2,000 lers of water the

question I would ask is where is the

water coming out

of because I just imagine this robot now

never mind you could do the joke in your

own head I don't have to explain

it did you know that John McAfee who

died a few years ago allegedly by his

own hand um he is back in the form of AI

so I guess his ex account which I think

is managed by his his widow uh says yeah

this is real it's really an AI of John

McAfee I guess it talks like him

you know it has it has his attitude and

everything and he's launching a crypto a

crypto coin of course he is um so that's

interesting I wonder what software

they're using for that because I kept

wanting to make an aim me but I don't

think the software is there

yet in other news perplexity the the app

it's an AI app that I keep telling you

is great and it is great you should use

it's it's one of the best things

honestly you know I tried a whole bunch

of AI apps and every time I got

disappointed it's like Oh I thought it

would do something more than that but

when I tried the perplexity app for

searching and asking questions oh my god

did they nail that they nailed that like

just about nothing I've ever seen so in

terms of execution a big shout out to

the perplexity AI team you guys are

geniuses

my God the the just the quality of the

app because I use it I use it all the

time every day I use it several times

and every time I'm impressed it just it

doesn't fail it's just so good

anyway uh their valuation went from not

much to 9 billion and I guess that gives

them the confidence to put together a

bid for Tik Tock and their bid would do

something to um keep the existing

stockholders in it somehow but would

give the United States the government of

the America it would give them

50% of the benefit if it goes public I

guess so there could be several hundred

billion dollars a stake here if it if it

goes public and if it goes public under

the new form so it's more of a merger

situation than a than a purchase I guess

they wouldn't purchase the algorithm so

they'd have to invent their own

algorithm but

again if it was anybody but perplexity

that said they were going to reinvent

the algorithm that was so good you know

you'd say h can they do that but once

I've seen what they did with

perplexity they certainly have the

skill whatever they're doing is really

really right so yeah maybe maybe they

can so I don't know if this is going to

work out but it's a complicated kind of

proposal and they may have answered all

the questions you know that it's a long

ways from it getting done you know if I

had to bet I'm not sure I'd bet for it

but that's a real interesting offer real

interesting

offer did you know how many uh children

are born to illegal immigrants in the

United States according to just the news

Nicholas bazy writes that in 2023 the

were a quarter million children born to

illegal immigrants to use their

phrase um that's a

lot now of course the birthright

citizenship thing is working through the

courts will probably end up in the

Supreme Court and here's what I have

discovered in this two movies on one

screen situation if you're a Democrat

the only thing that you've been told by

your news is that it clearly says in the

Constitution that Birthright citizenship

exists and if you're born here that's

the end of the story would you agree

that if you're a Democrat that's all

you've heard all you heard is it's in

the Constitution done what what else is

there to say but if you're a republican

you didn't hear that if you're

Republican you you heard a completely

different story in which uh the person

who

originally tweaked the language in the

the birthright citizenship part of the

Constitution he said directly and in his

own words it was not intended for uh

aliens or non non-citizens it wasn't

intended for them now here's where it

gets interesting the Supreme Court has a

lot of originalists on it conservatives

who want to interpret it interpret

things the way they were originally

meant to be

interpreted uh Lindsey Graham said that

he thinks there's a good chance the

Supreme Court will uh uphold the Banning

of illegal um of foreign people using it

for let's say gaming the system so I

don't know if lindsy Graham has a good

uh has a good handle on what the Supreme

Court will do but he's a serious guy and

and there's a serious argument for it

the argument against it well let me say

this if the only thing the court looked

at was what was the original intent it's

actually a slam dunk it's a slam dunk

that they did not intend uh foreigners n

to come in and have a baby and make it

an American that seems to be clear if

you go with the original argument um and

it all has to do with what the word

jurisdiction meant and I'm still not

clear about how that's important in the

story but apparently if we know that the

person who wrote it said I mean it to be

this and not that that's pretty clear

so we'll see but the precedent of doing

it uh to include anybody who is here for

any reason is so long that I don't know

if the Supreme Court is going to say you

know it's been too long you know it's

too much precedent

maybe maybe but what's different is the

the risk is completely different

now and I don't know to what extent the

Supreme Court takes that into

consideration so let's say they had a

situation where if they rule one way

they think they're right in terms of the

Constitution but it would clearly be

really dangerous for the country

itself would they do it or would they

say we don't want to destroy the country

so we're going to rule in a way that you

know doesn't Rock the Boat too much I

don't know you know I I don't think that

they would be oblivious to the impact on

the country and just look at the law but

they're kind of supposed to right it's

sort of their job just to look at the

law and not worry about the too much

about the externals but but I think they

have to as as human

beings uh all

right yeah they certainly rocked the

boat with abortion but really they just

caked it to the states which isn't that

much I mean that isn't that

much what's this

[Music]

uh born in USA rethinking birth R CIP in

the wake of 911 John Eastman so John

Eastman wrote about

this all

right all right just looking at your

comments uh that's all I got for today's

show I hope you enjoyed it I'm feeling a

lot better and uh I still can't walk too

well on that one leg but that'll be fine

by the end of the day

and I'm going to I'm going to say hi to

the uh locals people

privately locals I'm coming at you in 30

seconds everybody else I'll see you

tomorrow same time same

place unless I get a third

virus

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