Episode 2732 CWSA 01/27/25
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.
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…
View segment →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…
View segment →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…
View segment →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…
View segment →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…
View segment →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…
View segment →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…
View segment →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…
View segment →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…
View segment →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…
View segment →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…
View segment →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…
View segment →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…
View segment →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…
View segment →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…
View segment →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…
View segment →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…
View segment →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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