Episode 3033 CWSA 12/01/25
Tim Walz goes full . . . you know. And other fun stuff in the news. ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 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.
Come on in. It is good to see you again. I tell you, it feels like it's been forever, even though it was only yesterday. But that's how much I missed you. Oh, wait a second. Whoa. What is that? Hold on. Oh, no. Oh, no. Ah, it's okay. It's just the Dilbert calendar. It was so amazing that I thought,…
View segment →good. 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. But if you'd like to take a chance of elevating your experience up to levels that nobody can even understand with their tiny shiny human brains, a…
View segment →that makes everything better. It's called the simultaneous sip. And it happens now. Extraordinary. All right, let's see what's happening. Is there anything that I've been saying for years that is now the subject of scientific revelation? Yes. According to Eric Nolan on X post, did you know that par…
View segment →Now, there might be some obvious exceptions, like if you're buying something that only has one ingredient, you know, it's not necessarily soy, but if you have anything that has multiple ingredients in it, oh yeah, you're eating soy. So I don't know if the soybeans and the soy oil have the same impac…
View segment →d. So if you can get one, you know, if it's within your financial and or other abilities, you should definitely get one because you're going to be competing against people who don't have one. And maybe you're lucky and you get an employer who genuinely doesn't care. There are more of them every day.…
View segment →think there's a whole level where this prediction thing can go up a level. They just have to give us a way to know who's been good at it in the past. Well, Trump is teasing that he's already picked the replacement for Jerome Powell to be the head of the Fed. We don't know who that will be, but he's…
View segment →for your government you get an entire network of all the smartest people in Silicon Valley, Naval just being let's say the tip of the spear there of smart people. You get all of that for free. And nobody ever talks about that because Sachs, if you looked at his, let's call it a rolodex even though t…
View segment →. 8%. That's pretty impressive. So I'm going to say all bets are off. We don't know how big that could get. I still don't see a path to get all the way to no income tax and tariffs do everything, but I'm not going to rule it out now. So I'm moving from, well, there's no way that's going to work to I…
View segment →, but over time you're going to attract the people who know if I were the mayor of this smaller city, I'll bet I could direct these contracts to my friends, and I'll bet they would find some way to repay me that was not easily trackable. So over time our system largely guarantees because we don't do…
View segment →sked the question, does Minnesota have a problem with gangs roaming the streets? So Klobuchar's answer was quote, "Every state has a problem with crime." Really, does every state have a problem with that kind of crime? Because that was a pretty specific question. The question that was not asked is,…
View segment →ot necessarily true that Moore's law holds, but rather than have an unpredictable bumpy ride toward better chips, if you treat it like it's super predictable, then everybody can make their plans and say, "Okay, well, I need this one now, but in two years I know I'll have to upgrade." I think it's ju…
View segment →good laser beam defense system, it would look like Babylon 5. What were the shadows? Was that the name of the aliens that had these laser beams out of their ships? If you've never seen Babylon 5, you don't know what I'm talking about. But it seems to me that one good laser defense system could take…
View segment →s okay. If that sounds like a criticism, it's the opposite. If you're starting with the assumption that there's a God of the Christian Bible, I think you've picked a really good lifestyle. I think you have an advantage in life and I'm all for you embracing that for the rest of your life, teaching yo…
View segment →a hypothesis. They said, "Scott, you know, first of all, it's not a hypothesis technically." All right, but is that really an argument? It is what it is if I call it a hypothesis or not. So I think we will forever be on different sides of whether a simulation hypothesis is credible or not and I don'…
View segment →Come on in. It is good to see you again. I tell you, it feels like it's been forever, even though it was only yesterday. But that's how much I missed you.
Oh, wait a second. Whoa. What is that? Hold on. Oh, no. Oh, no. Ah, it's okay. It's just the Dilbert calendar. It was so amazing that I thought, well, what can it be? But if you're not done shopping, get your Dilbert calendar from amazon.com. It's the only place you can get it.
All right, now that I've done that little sales pitch, I guess we'll have to get serious. I got a show for you today. Wow. So good.
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. But if you'd like to take a chance of elevating your experience up to levels that nobody can even understand with their tiny shiny human brains, all you need for that is, you know, say it, say it, a cup or mug or a glass or tankard or a canteen, jug or flask, a vessel of any kind. Fill it with your favorite liquid. I like coffee. And join me now for the unparalleled pleasure, the dopamine hit of the day, the thing that makes everything better. It's called the simultaneous sip. And it happens now.
Extraordinary. All right, let's see what's happening. Is there anything that I've been saying for years that is now the subject of scientific revelation? Yes. According to Eric Nolan on X post, did you know that participating in activist groups is linked to increased narcissism and psychopathy over time? Well, it turns out that according to science, if you happen to already be a narcissist or a psychopath, you're more likely to get involved in activist groups. But not only does it work in that direction, but if you are not especially narcissistic or psychopathic, being involved in one of those activist groups might turn you into one. So it's a sort of a two-way thing.
Now, does that sound like something that surprises you? Totally no, because you're probably in the same bubble I am. And conservative thinkers have been saying this for years. I mean, several years. When was the first time Jordan Peterson told you that the cluster B personalities tend to be on the left and they tend to be in activist groups? So we kind of saw that one coming. No big surprise there.
Well, did you know according to the University of California Riverside that soybean oil has a hidden fat-derived molecule that might fuel obesity? In other words, soybean oil makes you fat. I don't think it happens to every single person, but there's a lot of it. Have you ever done an experiment where you go to the grocery store and try to find any packaged item, has to be packaged, that doesn't have soy in it? Have you ever done that experiment? You could start at the end of the shelves for whatever section you're on. Doesn't matter what section. Then pick up the first package you see and see if there's any soy product in it. There will be. Then put it back, go to the very next thing next to it. There's soy. I once looked for probably an hour to see if I could find one damn thing that didn't have soy in it. Now, there might be some obvious exceptions, like if you're buying something that only has one ingredient, you know, it's not necessarily soy, but if you have anything that has multiple ingredients in it, oh yeah, you're eating soy. So I don't know if the soybeans and the soy oil have the same impact, but beware.
Akira the Dawn has released a little preview of another piece of music that features me as the vocalist. It's so funny to hear myself say that, that I'm the least musical person in the world. Yeah, I play a little bit of drums. That's about it. But to live in a world in which Akira the Dawn has incorporated my podcast voice as sort of a layer in his music, it's kind of really innovative and fun. And I guess he's going to drop the album that would have a number of songs that he put together like that that would feature my voice and his music. So that's coming December 19th. But there's a preview if you want to see one of the new ones that's on my feed or you can find it on Akira the Dawn's feed.
Anyway, did you know, well you're going to know in a moment, that according to Newsmax, Mark Swanson is writing that according to a poll 63% say a four-year degree is not worth the cost, and that more than six in 10 registered voters think a four-year degree is not worth the cost according to a new NBC News poll. Now, so the respect, I guess that's the right word, for a four-year degree is sort of at an all-time low or at least in modern times it's low.
Do you think that that is, first of all, a good representation of reality? I think it is a good representation of what people think about the college degree. But do you think they're just being influenced by the fact that it's too expensive? And if you ask somebody who doesn't have one, what are they going to say? If I did not have a four-year degree and you asked me today how important is it, I'd probably say totally unimportant. Yeah, you shouldn't get one. And then I'd go off and get one. So I had an advantage.
So here's my advice. It's probably not essential that you get a four-year degree, but it's a competitive world. So if you can get one, you know, if it's within your financial and or other abilities, you should definitely get one because you're going to be competing against people who don't have one. And maybe you're lucky and you get an employer who genuinely doesn't care. There are more of them every day. But the odds of running into somebody who does care, maybe because they have one themselves or they went to the same school or whatever, it's pretty high. So I would say from a maybe a logical perspective, it's not as necessary as it used to be. But if you're looking at it from a strategic employee perspective, yeah, you should get one if you can do it without burdening yourself financially for the rest of your life. Now, you don't want to do it at all costs. You want to do it at a reasonable cost for your resources. But yeah, I would definitely play the advantage if you have the option.
You know what Polymarket is? It's one of those betting sites. It's the big betting site. Well, apparently the betting sites are more accurate than opinion polls. So once people put their money on it, they're way better at predicting than if you just say, "Hey, what do you think?" So I guess one of the founders or the CEO was talking about that. And so keep an eye on Polymarket because it's going to tell you more than opinion.
However, it makes me ask this question. Don't you think that if you had some way to know who had been really good at predicting in the past that you'd like to see just those people predicting the next thing? Wouldn't that be a lot better? Why would I take the average of people who are terrible at predicting? Meaning that they didn't win anything, you know, because you could see if they ever won anything on Polymarket. Why would I want to see the average of the people who never were right mixed in with the average of the people who were right most of the time? What the hell good is that? Wouldn't it make a lot more sense if you could go to Polymarket and say, "Show me the people who have been right more than 60% of the time on whatever topic it is." Of course that would be better.
How about if it's something that maybe is a new category or something, wouldn't you like to see the people who were the most well-informed? Why would I take the average of people who were poorly informed on the topic? Let's say the topic is crypto. Do I really need to see my idiot, well I won't say that, but do I want to see my plumber's opinion on crypto mixed in with David Sachs' opinion? No. No, I just want to see David Sachs' opinion. I don't want to see my plumber's opinion on crypto. So I think there's a whole level where this prediction thing can go up a level. They just have to give us a way to know who's been good at it in the past.
Well, Trump is teasing that he's already picked the replacement for Jerome Powell to be the head of the Fed. We don't know who that will be, but he's sort of hinting by being coy about it that Kevin Hassett is likely to be picked. That's not confirmed, but that's what the smart people think. Now, Kevin Hassett is already in the administration. I don't know his exact job, but it's something economic. And I'm pretty sure he would take the job. I think he was asked and he said the generic answer, which is he would do what the president wants him to do, which is sort of a yes. But apparently the markets are poised to love it if he gets picked because he's a lower those interest rates kind of a guy, and markets love that. So if Kevin Hassett does get picked, there's likely to be a bump in the market.
Now, keep in mind I do not give financial advice. So there are lots of other variables. So maybe he gets selected on one day, but it's the same day that some other thing falls apart. So it doesn't mean the markets will definitely go up, but apparently they'll be at least friendly to him and likely to go up.
Now, in other news, speaking of David Sachs, the New York Times had a hit piece about him and he's pushing back on it pretty hard. And the New York Times tried to make the argument that he had some kind of conflict of interest on AI or crypto and that his own investments somehow blah blah blah. Well, apparently that does not stand up to scrutiny and there's some idea that the New York Times is just a hit piece basically, meaning not too reliable.
Now, the funny thing is if you were to compare the credibility of the New York Times to the credibility of David Sachs, which one's more credible? It's not really even close. It's Sachs. If you were to look at his lifetime of whatever he's said in public compared to a lifetime of what the New York Times has reported to be true, I'm pretty sure he would win if there were some way to actually compare those things.
But I did notice that Naval Ravikant, who I mention often, he posted about that, about the New York Times hit piece. He said, "There are lies, damn lies, and New York Times headlines." Now, Naval, who I sometimes refer to as the smartest person in the world, but let's call him the wisest person we know. So he's famously non-political, but this is a little bit political. Not really. It's more about one person, but he's got one little toe in that domain, which is unusual. He usually stays completely away from the political nonsense and deals with weightier life issues etc.
But here's the thing this made me think about. Do you remember when Bill Clinton was running for office and he famously said that if you elect him you get Hillary for free? And before we knew who Hillary really was, that seemed to me at the time like a good deal. I thought to myself, "Wow, really? If you get Bill Clinton as president," which at the time I have to confess I was supporting Bill Clinton. And so I thought that was a good idea. And then when you see how capable Hillary is, I thought, well, that's actually a pretty good argument. Two for one. You know, who hates that? Now, it turns out Hillary was not really the one you'd want to get for free, but we didn't know that at the time. So it seemed like a good idea.
Likewise, when you vote for Trump, you get me for free. Think about it. Would I be doing what I'm doing if Trump were not the president or earlier when he was running for president? Not really. I mean, I became, if you can call me political, I guess you could. I only became political because Trump specifically was a persuader and that was my angle in. And so you got me for free. I literally wouldn't be involved except that Trump is the key player. And so you get whatever value you think I might add in reframing things or helping with messaging, whatever, is free. I'm not charging anybody anything. I mean, obviously I monetize some of my feeds, but in terms of politics, nobody's paying me for that. I don't have any kind of job. You get me for free.
And then I see that Naval commenting on Sachs, they know each other, and it occurred to me that when you hire David Sachs for your government you get an entire network of all the smartest people in Silicon Valley, Naval just being let's say the tip of the spear there of smart people. You get all of that for free. And nobody ever talks about that because Sachs, if you looked at his, let's call it a rolodex even though that's an old term, he could call almost anybody and get a second opinion on anything. He's just really well connected, but also has a great reputation in the investment tech community. And you get all of that for free. Nobody ever talks about that. Isn't that funny? Because that's really worth a lot. The fact that he is one phone call away from an intense network of the smartest people in the world. And he could contact me if he ever wanted to. I follow him on X. I think he follows me back. So you get me for free too if there was anything that I could ever add to what he's doing. I doubt it because it's not like I know much about crypto or AI compared to him.
Anyway, so don't forget what you get for free.
Elon Musk was doing a podcast recently where he had lots of quotable moments. We'll talk about a few of them. One of them was so Elon has predicted that money won't have any value in the future and instead it will be energy. So energy will be the true currency. And because Bitcoin can only be created with energy because the computer has to do a lot of crunching to create a new Bitcoin and the ones that we have were created by energy, that Bitcoin is, let's see what did he say? He said long-term I think money disappears as a concept. Money disappears.
How would you like to be the richest person in the world, Elon Musk, and know that almost certainly money will become worthless? He's going to go from the richest person on the entire planet to, "Oh, you want a new car? I want a new car. We can both have a robot go build us one." I'm simplifying a little bit, but Elon predicts a world where the AI and the robots will make essentially everything you want close to free and it doesn't matter who you are, it'll just all be sort of free. Now, that's a very optimistic prediction.
But he takes it further and I like having this to cling to. I don't know if it's true, but he predicts that quote I think the future we probably won't have money. Energy and power generation will become the de facto currency. That part I agree with completely and I've said the same thing. I believe that energy is the new money. And maybe Bitcoin is just the stand-in for the energy. But he did say that the only way out of debt in the future, the only way, literally the only way, there's not a second way to escape our debt burden, you know our 38 trillion or whatever it will be by the time we start turning it around. The only way that that will get remediated is if the world of robots and AI is so stimulative that it makes even our $38 trillion debt seem small.
Now, I might not be doing the best job of explaining it, but did that make sense? That essentially an entirely new economy is about to emerge and it will very quickly just swamp in size the entire existing economy. So it might be 10 times it, 100 times it. We don't really know. It's uncharted territory. But that world according to Elon Musk, the smartest person you know, is the only way out. Otherwise, we're literally doomed. We're doomed. So let's hope that the robots and the AI make a lot of money.
Now, here's the part I don't fully understand. How could it be that money is worthless at the same time that we're making so much extra money from robots and AI that it compensates for our debt or pays it down or minimizes it? I feel like there's something missing. Like it can't be true that the AI and robots become this substitute for money at the same time everybody can have everything. Or could it be that all the people who hold the debt wouldn't care if they never got paid back because everybody can have everything for free? So I haven't quite figured out how that all fits together, but I love hearing that there's at least one possibility that the smartest person you know, who isn't Naval, that the smartest person you know aside from Naval thinks that there is a way out. Not guaranteed. I don't even know if he's going as far as to say it's most likely. He didn't say that, but at least there's some possibility. And that's more than I thought we had, honestly.
Well, speaking of that, according to Zero Hedge, our tariff revenue has surged to a new high. So $31.4 billion in October. So that's just from tariffs. And what percentage of our total tax revenue do you think that is? Well, I asked AI ChatGPT and apparently the amount that we collect in income tax per month, a recent month October, is a little over $400 billion. So now we're up to something like 8% of our entire incoming revenue from taxes. About 8% of it is tariffs. Now that's 8% we weren't getting before. So it's on top of the $400 billion. And I have to admit, I didn't think the tariffs would ever get to 8%. And so Trump is teasing that maybe he would get rid of income tax and have only tariffs someday if the tariff number kept going up. I don't see how that's possible, but if I'm being honest, I also didn't see that tariffs would ever reach 8% of our monthly tax revenue. To me, that's a lot. 8%. That's pretty impressive. So I'm going to say all bets are off. We don't know how big that could get. I still don't see a path to get all the way to no income tax and tariffs do everything, but I'm not going to rule it out now. So I'm moving from, well, there's no way that's going to work to I don't know. Maybe. Maybe.
Let's talk about Mark Kelly, Senator Kelly, who as you know is part of what we're calling the seditious six. One of the six Democrats who did the video saying that the military should not obey illegal orders. So he goes on Meet the Press yesterday and he was asked by the Meet the Press host if he would refuse an order if he had been in the military and he had been asked to attack the Venezuelan drug boats, would he consider that an illegal order? That is a good question. So if you're thinking that NBC is going to give him softballs, well that wasn't a softball. That question was exactly the question I wanted to be asked. Would you interpret this as an illegal order if you had been asked to blow up one of these Venezuelan narco boats?
Well, here's what Kelly said. Rather than answer the question, he avoided the question. He had just said that it's sort of common sense and any reasonable person can certainly tell the difference between an illegal order in the military and a legal one. And then when he's asked to give a specific example, is this legal or illegal, he changed the subject and he reinterpreted it by saying, "Well, the news story recently about Hegseth alleges that there was a secondary attack on one boat, the first one I think, that killed the survivors." So he said, "Well, you know, we're really talking about that second order." But he didn't really answer the question at all.
Now, how can he have it both ways? How can it be that a reasonable person can definitely look at a real world situation and they would definitely know what is legal and what isn't? So there'd be no real ambiguity in the real world. But he couldn't answer the very first question. He had to avoid the question because he couldn't answer it. And you know what? I don't know the answer to the question either. So even if you take the story about Hegseth to be true, and by the way I don't think that is at all confirmed, that's an allegation, a whistleblower thing. I don't know that that will ever be confirmed that there was a standing order of some kind that you had to kill all the people in the boat. I don't know. I'm not assuming that the allegations will be proven. But let's say they were just to take this question to its logical conclusion.
What if you were in the military, you took out the boat and you said, "Okay, that part's legal because they're terrorists and I've got the legal authority to do it." But then there are these two alleged survivors and then suppose you had the question of do you take them out too or do you try to rescue them? To which I say how does that work with terrorists in general? If you were in an airplane over land and you spotted some terrorists, be they al-Qaeda or someone else, and you knew that's who it was, so you knew that it was al-Qaeda and they weren't in the act of doing a terrorist thing, but they were definitely preparing for it. So let's say they were loading bombs onto a truck, and you knew that they had bad intentions for those bombs. Could you kill those terrorists from the air if all you knew is that it's al-Qaeda and they were preparing some bombs? To which I say, I don't know, but I think it would be legal.
So I asked ChatGPT, is it illegal for the military to kill a terrorist who is preparing a terror act? What do you think the AI said? I asked ChatGPT in this case, not Grok. Grok had some issues this morning, so I was using ChatGPT. What do you think in the comments? You tell me. Do you think that AI said, "Oh, it's totally legal to kill a terrorist if they're in the act of preparing a terror act." Well, here's what it said. It said, "In general, under international law and the laws of armed conflict, it is not necessarily illegal for a military to target and kill a terrorist who is actively preparing an imminent terror attack." And then it goes on and explains it.
Now we are soundly into gray area here, right? If we have already declared the narco boats are terrorists because they're delivering a weapon of mass destruction to our shores, that makes them terrorists who are in the act, right in the middle of the act of doing the terror thing which is delivering these drugs to our shores. So even though two of them survived the first attack, if they were al-Qaeda and they were on land and they were loading bombs onto a truck, you don't think we'd kill any survivors if we had to if it took a second shot? I think we would. And it doesn't feel like that would be illegal to me.
Now, I'm not in the military, so I'll never have to make that decision. But are you telling me that the average person in the military or I'll say it a different way, are you telling me that every person in the military or almost every person would have the same opinion about what I just described? Would they? To me, it seems obvious that people would have different opinions. So if it's obvious that people could have different opinions about are these terrorists in the act of a terror attack or are they not, I think Mark Kelly's argument just falls apart because if I can't answer the question, are you telling me that just being in the military would have helped me? I doubt it. Do you think that they had a training class that covered that exact situation? I doubt it. I doubt they had any training that was specific to that. And I don't think that the generic understanding of what's legal and the generic understanding of what a terrorist is gets you there. I think that's a genuine gray area.
So to Kelly's argument that anybody in the military would know the difference between a legal and an illegal act, that doesn't even feel like it's close to being true. I feel like most of the things in the real world are messy and that there would be just all kinds of gray area. This is just an obvious one. And we didn't even have to look for a weird example, right? I'm literally taking the example that's the headline in the news right now. If the headline that's in the news right now, even that one, we can't decide if that's a clear case of illegality or not, what's the next one going to be?
Anyway, terrible argument, but it's getting more interesting because apparently there is some existing law that I believe has not been used maybe for decades or hundreds of years, but there's some law that says that it is a felony with up to 10 years in prison for anyone quote with intent to interfere with, impair, or influence the loyalty, morale, or discipline of the US military or naval forces. It is literally a felony for what the six Democrats even made that video because don't you think that they would have known that that would have an impact on interfering or impairing or influencing the loyalty, morale, or discipline? I feel like you can make the case. I don't know that any jury would necessarily convict people for free speech. Probably free speech would win, I'm guessing. But this is a real risk if you were one of the people telling the military that maybe they're going to be getting illegal orders more than they've ever gotten before. I don't know. That looks pretty sketchy.
Also another Elon Musk ism coming from his recent podcast. I would love to give credit to who was interviewing him because I got a lot of good stuff, but I did not see it in what I was looking at. So I apologize. If one of you knows who this podcast was with, put it in the comments so at least the other people can see it. I want to give him a shout out because he did a really good job getting some good stuff.
So Elon Musk was talking about what DOGE and the DOGE experience taught him. He said it was like a very interesting side quest, which is a funny way to put it. He said fraudsters necessarily will come up with a very sympathetic argument. They're not going to say, "Give us money for fraud." He went on. It's going to be like, "Save the baby pandas NGO," which is like, "Who doesn't want to save the baby pandas? They're adorable." But then it turns out no pandas are being saved in this thing. It's just corruption essentially. And then you're like, "Well, can you send us a picture of the panda?" And they're like, "No." And he goes, "Okay, well, how do we know it's going to be pandas then?" And that does pretty well capture my understanding of what our government and the NGOs and where all our own money is going.
I did not know that before DOGE. My entire understanding of the country, the debt, the government, all of that changed radically when I learned what Elon Musk is describing is actually the normal way we're operating. If this had been a one-off, like well, there was that one time the bad people pulled one over on us. No, it's not one time. It's the only way it works. It's a universal effect. It's not the exception. It's the way everything works. I didn't know that. I mean, that would be beyond my most cynical, skeptical view of how anything works. I had no idea.
I did know, to my small credit, I did know that at the city level 100% of things are corrupt. I've been saying that for a while. The city, the people who are allocating money, your tax money for city services, of course they're corrupt. Maybe not day one, maybe not the first person who ever gets the job, but over time you're going to attract the people who know if I were the mayor of this smaller city, I'll bet I could direct these contracts to my friends, and I'll bet they would find some way to repay me that was not easily trackable. So over time our system largely guarantees because we don't do any real audits in government, it largely guarantees it's going to be corrupt. You just have to wait a little while. The only question is have you waited long enough for the corrupt people to get in and never leave? Because why would you ever leave? I mean, once you get in there, if you're gonna stay, you're gonna stay.
So DOGE completely changed my view of the world. And that's a big deal because I think the same happened with other people.
Speaking of Tim Walz, governor of Minnesota. So Minnesota Department of Human Services, I guess there are 480 employees who have signed on to the idea that the hundreds of millions of dollars that have been stolen by mostly Somali-related gangs who were pretending to have saved the panda and other charitable things, but really they were just completely corrupt. And they stole hundreds of millions. And you wonder how is that even possible? How do you steal hundreds of millions over a lengthy period of time and nobody catches you? Nobody, there's no red flag.
Well, according to 480 people in the Department of Human Services in Minnesota, Tim Walz was in fact informed on multiple occasions about all the red flags of corruption. And instead of looking into it and stopping the corruption, what do you think he did? Take a guess. Tim Walz, who is a Democrat, not only a Democrat, but the one that Kamala Harris thought would be a good choice for her number two, her vice president. What do you think he did the multiple times that credible people said, "Hey, it looks like they're stealing gigantic amounts of our money. Maybe we should look into this." What do you think he did?
Well, I wasn't there, but according to the Department of Human Services, 480 people, he retaliated against the whistleblowers. The worst thing a human can do if you're in government is to punish the whistleblowers. Now, what did they say? They said he disempowered the Office of Legislative Auditor. So they at least had some handwaving at an audit, but he disempowered it so they wouldn't be effective. He allowed agencies to disregard their own audit findings. Okay, well you can do the audit and you can find problems, but then we're going to ignore them. And then he retaliated against the whistleblowers. So it seems like Minnesota was a Ukraine Zelensky level corruption. We're not talking about small dollars. We're not talking about a governor guided a contract to his cousin. We're talking about enormous organized theft. And I can't believe that Walz had no benefit from that. Like why would he try so hard to keep the criminals in power? I don't know.
It also makes me wonder if that's the reason he was chosen as vice president. You know how we speculate that the people who rise to the top at the Democrat side, we speculate that it's only because they are criminals and that the other people who are also criminals want to make sure that they have some kind of blackmail against them. But really it's just a big criminal enterprise. So the people who are themselves criminal make sure that they only choose as their running mate in this case another criminal so that if that criminal ever decided to turn them in, they would then themselves be turned in. So you've got this mutually assured destruction thing. And I would have said honestly a few years ago I would have said that's nonsense and that just sounds like conspiracy thinking. It's like come on. Come on Scott. Do you really think that Kamala picked for her vice president the most criminal person they could find because that's the person they could control? Really Scott? Do you think that actually happened in the real world? Yes, I don't have proof, but come on. I mean, it's just starting to look so obvious that the Democrat party is just a large criminal organization that depends on having people in it who aren't willing to talk or turn in the other people who are in it. It doesn't look like that's necessarily the case on the Republican side, but I wouldn't rule it out. There could be some pockets of that on both sides.
So Trump was asked about Tim Walz and he said that Tim was quote the seriously governor of Minnesota, that he does nothing either through fear, incompetence or both. Trump wrote that in a Truth Social. So then Kristen Welker of Meet the Press asked Tim Walz about Trump's statement that he was quote seriously. And Walz said we cannot allow this to be normalized. You can't use that language. Well, you can, but you shouldn't. He said, well, you know, here I'm going to agree with Tim Walz. I don't think that Trump should have called him seriously because I don't think there's anything serious about that guy. Okay, you were going to do it if I didn't. I don't love the use of that word. I understand why people don't want it to be used. There are too many people who have genuine disabilities etc. So it's not my first choice, but I like free speech. And I do enjoy when Trump entertains his base because it is pretty entertaining while he's doing his job. You know, Trump is the only president who can have an entire floor show of entertainment. And that's what I would call this. It's like a floor show of great entertainment just to watch how people react. Just to watch how Meet the Press handled it, just to make the dumbest Democrats obsess on it, just to make them think of whatever is the least important thing that's happening in the world and get them to treat it like it's the most important. That's funny. And the fact that the base, I'm pretty sure that the Republican base thinks it's just funny. Now, a lot of people probably are where I am, which is I wouldn't use the word in public. I mean, not the way he used it. I wouldn't do it, but I don't care that he did because Trump is a unique character who oversteps the bounds of polite conversation routinely. Once you get used to it, it doesn't seem like the end of the world. It just feels like he's doing a bit. And the bit is how angry can I make them? How much time can I make them spend talking about that and not about my policy. So I kind of love that he does it. It's very funny.
So CNN and Brian Stelter was not happy that the White House has a page on the internet dedicated to all the hoaxes that come out of the media. And so Brian Stelter was saying that the White House has launched a web page that targets reporters. Well, does it target reporters or does it report when reporters are hoaxing and fake? Well, I would argue it's the latter. But then Brian Stelter says he thinks that Trump is doing it, in other words that the page exists for the purpose of quote delegitimizing the media. To which I say, yeah. Yeah, that's exactly why they do it. You didn't discover this. That's the whole point of it is to delegitimize the media. But was the media legitimate before that page went up or is the page a response to the fact that the media is not legitimate? Well, you know my opinion. If the media had been legitimate, then I would not be in favor of a page that incorrectly said that they had had lots of hoaxes. But because the hoaxes that are listed are genuinely hoaxes or at least fake news, if they weren't genuine examples and if there were not lots of them and if they were not spread across multiple media, well then I'd say that's going too far. It's wasting my tax dollars. Why are you putting up this page of lies? But that's not what's happening. The hoax page that the White House put up is because there are a whole bunch of hoaxes. Yeah, he is delegitimizing the media. Is that bad? No, delegitimizing hoaxers is exactly what we need. So thank you for that.
All right. So Amy Klobuchar, Democrat, she was also on CNN and CNN asked her this question. Does Minnesota have a problem with gangs roaming the streets? Now, that would be her state. So what do you think she said to the question, does Minnesota have a problem with gangs roaming the streets? Because apparently that is a problem. But what would Amy Klobuchar say? Because if she says yes, gangs are roaming the streets that would suggest that maybe Trump is doing the right thing by sending the National Guard. So she can't really agree with something that I think is just observably true. And it would be the reason that CNN even asked the question, does Minnesota have a problem with gangs roaming the streets? So Klobuchar's answer was quote, "Every state has a problem with crime." Really, does every state have a problem with that kind of crime? Because that was a pretty specific question. The question that was not asked is, "Does Minnesota have crime?" Nobody asked that. Of course every state has crime. They're talking specifically about gangs roaming the streets. I don't know if you've ever been to Hawaii. Do you know what you never see in Maui? Gangs roaming the streets. Now, does that mean there's no crime? Well, even in Maui, which is very safe, there's a little bit of crime. I've never seen any, but I'm sure it's there. What about Alaska? What about Rhode Island? Is there a big problem in Rhode Island with the gangs roaming the streets?
All right. Well, so Klobuchar was not really finding a high ground and she was not really reframing it like Steve Jobs did when his phone had that problem with the antenna. You've heard me tell that story before. She just changed the subject, which is pretty much all you need to know about that.
Well, there's more news from Venezuela. Apparently, prior to Trump closing the airspace above Venezuela or declaring that it was closed, he had a conversation, which we didn't know about till now, with Maduro, a phone conversation I guess. And Maduro was apparently asking for some assurances that he would get some kind of, I think he and his family or maybe some of his top people would get pardons or I don't know what the right word is, but basically not be held responsible for, global amnesty. He wanted global amnesty for all of his alleged crimes and I think for some other people around him. Trump said, "Nope." Apparently it was a hard no. So nope. No amnesty. And Trump told him allegedly that his only option is to leave, to just literally get out of Venezuela and abandon his position. Or something very bad was about to happen. And we don't have to spell it out, but have you noticed that a big part of our navy is sitting off of your coast? Did you know that we have a lot of military assets that are within striking distance? And Trump has already said that the ground war against Venezuela is imminent. So Trump is apparently doing the Trumpian thing where he has the upper hand and he's giving up nothing. He's basically saying, "Would you like to be alive tomorrow? That's all you have to decide because there's one way you can do it. You have to leave right away with no assurances."
Do you think if he left with no assurances, Maduro, do you think if he left that we would leave him alone because hey, well, he's gone now? Well, I don't think he thinks that would happen and I don't think so either. I've got a feeling if he leaves the safety of Venezuela, it's not going to make him more safe. I feel like he might be doomed in every scenario, but he might be able to live a little bit longer if he leaves Venezuela. So Trump is giving him really no good choices or choices that would look good to him. I think Maduro tried to negotiate that he would still have some control over the Venezuelan military. Well, obviously that's a hard no. No, how about you have no control over the military and you just leave. So things are coming to a head there. And apparently after that conversation, which did not result in an agreement for anything, that's when Trump decided to close the airspace over Venezuela with military means. So Maduro's probably had a really bad weekend because he's deciding which way he wants to die or maybe be jailed for life. But the one thing that's not going to happen, I believe that Trump has removed from him any illusion he might have had that he can sort of keep the status quo, still be in charge. He's either going to be taken out militarily, that seems to be the clear indication here, or he can leave the country and be exposed to all manner of risks once he's outside of his little bubble. And those are his only choices. So given that he only has those choices and given that I'm sure Trump and the military will keep squeezing so that he knows that this is not a bluff. And by the way, this is not a bluff. You could tell the difference, right? And even we can tell the difference of what would be a bluff and what is okay, this is just going to happen. This is in the category of definitely not a bluff. I'm pretty sure that Maduro is not going to be there in a year. Maybe a month from now anything could happen, but I think pretty soon. Pretty soon. So we'll keep an eye on that.
Here's a thing I've been wondering about with AI. So Sam Altman, you all know him, creator, founder of ChatGPT, OpenAI, he argued in a blog post that he wrote earlier this year that the intelligence of an AI model roughly equals the log of the resources used to train and run it. So in other words that you could predict how smart your AI would be based on the inputs. If you gave it more input there would be some reliable way to know how much smarter it got from that input. And that there might be a predictable equation there. Now he's calling it the log of the resources used to train and run it. So that would be the equation essentially to predict. And then I saw an article that was sort of compared to Moore's law. You all know Moore's law with microchips. The idea that the number of circuits on a chip would double every x amount and that therefore the chips would get faster in a predictable way across decades. And then we observe that sure enough Moore's law has held amazingly over decades.
Now did you ever wonder why Moore's law works? How in the world did Gordon Moore know that the technology would increase at just this rate to get the doubling that he had predicted every x whatever? How did he know that? And what makes that necessarily true? And I still don't know the answer to that. So I asked Grok, you know, what's the logic behind Moore's law? We do observe that it seems to have been predictable. It did seem to predict from many years ago. It did predict where we would be now. So it's not nothing. I mean, it predicts. And I've told you before that the closest you can get to understanding reality is if your worldview accurately predicts. And this does. So that's not nothing. That's a lot. But why does it work? And Grok said the logic behind it is that the number of transistors on a microchip roughly doubles every two years while costs stay the same or drop. To which I say, why do the number of transistors on a microchip roughly double every two years? What is the law of physics or any other law that makes that true? And there's no real answer to that.
So here's what I think. I think it's marketing. If you were in the microchip business and you wanted to make sure that you could sell the upgrade forever, it's like, well, we got a great chip this year, but wait till you see what we have next year. So buy it this year. Next year you're going to want to get that doubling. Or two years from now you're going to want to get that doubling. So you better buy the new one. Oh wait, now we have another doubling. So I don't know this to be true, but for a long time I've suspected that we're being completely bamboozled by what is just marketing and that the marketing pretends that Moore's law is true and then the technology people design to that truth. So in other words, it's not necessarily true that Moore's law holds, but rather than have an unpredictable bumpy ride toward better chips, if you treat it like it's super predictable, then everybody can make their plans and say, "Okay, well, I need this one now, but in two years I know I'll have to upgrade." I think it's just marketing. Am I wrong? Because it's weird that if you even look for why the law applies, there's not really an answer to it. They just sort of observe that it does. I think it's marketing.
All right. But if I'm wrong about that, I would find that interesting. So let me know if you have a better idea what's going on. And it makes me wonder if the AI has the same situation that maybe we're wanting to make it look like it's predictable, but maybe it's not.
Well, over in Israel, Netanyahu has officially asked for a presidential pardon for what are his alleged corruptions. So he and his wife, Netanyahu and his wife, are being accused of accepting more than $260,000 worth of luxury goods including cigars, jewelry, and champagne from billionaires in exchange for political favors and maybe some favorable coverage from Israeli media outlets which is sort of separate.
Now, let me give you my take on that. I don't know if this is true. I mean, Netanyahu would say it's political lawfare and it's not based on anything real. But how much do you think Netanyahu could earn if he were out of office and giving speeches? What do you think would be the market value of one speech by Netanyahu if he were out of office tomorrow? I think it would be over $100,000, wouldn't it? So when you say that over some amount of time he allegedly accepted $260,000 worth of luxury goods, including things like cigars and champagne. Does that mean that some billionaire invited him to his house and they had expensive cigars and champagne and then maybe the billionaire asked him for a favor when they were done? Is that what he's being accused of? Because that's not much of a crime. I mean, I'm not even sure it is a crime. Can you not enjoy expensive cigars and expensive alcohol with somebody who is a billionaire who might also want something? But isn't that true of everybody? Everybody who talks to a politician wants something. So it's a pretty small crime if the two sights to see is first of all goods like champagne. I mean, how much is, what are we talking about? Is Netanyahu gonna sell out Israel for a really good bottle of alcohol? I don't think so. Is Netanyahu going to sell out Israel because he got good cigars? Like, how good are these cigars?
So let me be clear. I'm not defending Netanyahu and I don't know what he did or didn't do, but I'm just commenting that his income potential just as being who he is is way bigger than this. So even if he had done exactly what they said, how much influence would this have on his decisions given that he could make way more money than that with a few speeches? I don't know. It does feel like it's small ball. And we'll see if he gets the pardon. I would bet against it. But it doesn't seem like the biggest problem in the world, even if he did exactly what they said.
All right. Also in Israel, according to AFP, they killed 40 Hamas fighters in Gaza who are in tunnels. Don't you wonder how many terrorists are left in those tunnels? It does seem to you that it's going to be sort of that Japanese World War II thing where there's going to be somebody in a tunnel that stays there for 20 years. I don't know how that would eat, but they're still in tunnels now. So 40 of them got killed. Apparently their assumption that there's still some number of people still in tunnels while the Israeli army controls the surface. Below the surface, there might be this whole civilization of not that many at this point, but maybe dozens of people who are just figuring out how to get out of the tunnel without dying.
And then Israel apparently has now deployed for the first time their Iron Beam laser defense system for shooting down missiles and drones. And I guess that's just going into operation now. And it makes me wonder if they had that up and running during the worst of the attacks, how much difference would it make? And how much of a difference is it going to be when any country that's attacked with drones and missiles has a laser defense system? Because if it works, everybody's going to have one, right? At least all our allies will have one. I feel like that could change everything because right now anybody who could send a deadly drone into enemy territory would have an advantage because they could send lots of drones until you overwhelmed the defenses. But if you had a really good laser beam defense system, it would look like Babylon 5. What were the shadows? Was that the name of the aliens that had these laser beams out of their ships? If you've never seen Babylon 5, you don't know what I'm talking about. But it seems to me that one good laser defense system could take out an awful lot of drones and missiles over time. Maybe version 1.0 is not the be all end all, but assuming some rate of progress of improving the laser beams, maybe the advantage will go back to the ground and maybe the drones won't have as much advantage, but then the drones will get better. So we'll see.
I saw a post by Mike Cernovich today. He said that focusing on Islam hides the real problems. He said, "NGOs who steal our money to bring in low IQ people who can't function in the US." And he says about IQ, that's what you're not supposed to notice, IQ and civilization. I've made a similar point over time, which is if we can't treat IQ like it really matters, how could we really survive? Because IQ is probably among the top variables that you should consider with not just immigration but hiring almost anything. IQ should be like right at the top of things that will predictably make a difference. And it feels to me that even though Trump is provocative when he talks about Tim Walz being, I feel like we may be entering a point where you can talk about IQ without being called a racist because you know that's what's going to happen, right? So we might be on the verge of something good if we just can talk about it. Can you just let us talk about it without getting cancelled? You don't have to agree with us, us being whoever would have the same opinion as me and in this case Mike Cernovich, but you don't have to agree with us, but can we even talk about it because it seems pretty darn important to me that the smarter the people you bring in, the better your country is going to be. So maybe we're seeing a little bit of movement in that direction.
Let me just skip that story.
Oh, also Elon Musk was asked in the podcast I was talking about earlier about simulation theory and he went on and explained his view that statistically speaking we're more likely a simulation than not. And of course a lot of people don't agree with that and you probably know that I believe that we're a simulation and I like being on the same side as Elon Musk because it's sort of a philosophy slash logic slash IQ question.
And here's what I realized. You can't really have a debate about simulation with someone who is religious. Not because they're wrong. And I have to say this really carefully. I'm not religious. So when I look at it, I'm just looking at how do I calculate the odds of this versus the odds of that? But I'm unencumbered by a religious starting place. But and I also remind you that I'm very pro-religion. I just don't happen to be a believer. I think that the people who are believers have a clear advantage in life. It's a lifestyle hack. I think it makes you and your family more successful. So I'm very pro Christianity. Very pro. I just can't get there with my own belief system.
So my take is if you argue the simulation, the idea that we're literally programmed by some other entity, that you can't have that conversation really with a believer because the believer has to start with a conclusion and then reason backwards because nothing's going to talk you out of believing in your God. Like that's not going to happen because somebody said, "Well, what about the simulation?" You're not going to abandon your religion. So if you're already starting with the end point, there is a God. God made us. There's nowhere to go on that. And that's okay. If that sounds like a criticism, it's the opposite. If you're starting with the assumption that there's a God of the Christian Bible, I think you've picked a really good lifestyle. I think you have an advantage in life and I'm all for you embracing that for the rest of your life, teaching your kids, spreading the word. All for it. But let's not pretend that you're starting from zero and you're trying to logic your way into the simulation or logic your way out of Christianity. It's not the right domain. You know, if you didn't get there by logic, and I don't think most people get there by logic. You can't be talked out of it with logic. You've heard that before, right? You can't talk somebody out of something that they talked themselves into. I want to say irrationally, but that sounds like an insult and that's not what's intended. I mean, belief and faith are their own domain. Logic and facts, very important, but separate domain. They can often work together. It doesn't mean that if you have a religious belief it doesn't mean that you're somehow unable to do reason. Of course you can fit them together very well. But having a debate with somebody who's starting with the answer, I've never seen that work. And again, I want to be as complimentary to religious people as I can because I think you have a clear advantage in life. And I'm all for it.
And I also noted, and this got people pretty worked up, that when people debate the simulation theory with me, their arguments sound to me like word salad. Now, if you don't know me and you haven't followed me for a while, that would sound like I said I know the answer and you don't. That's not what I'm saying. I'm saying that to my ears it sounds like word salad, but there are two possibilities as somebody pointed out in the comments. One possibility is that I have the right answer and the people who have the wrong answer are confused and so it sounds like word salad. But the other possibility that's exactly equally possible is that the problem's on my end. Will you give me that? Will you give me that I'm completely aware that the reason it might sound like word salad is because my brain isn't quite processing things correctly because that would feel the same to me. So when I say it sounds like word salad, don't take that to mean I'm right and you're wrong because I don't know. I don't know who is right. I just know what it sounds like.
And I would also say that a lot of people argue the consciousness argument and they say, "But Scott, you can't get a digital being to have a consciousness and yet humans have a consciousness. So therefore you lose the argument because if these digital beings don't have a consciousness, well they're obviously not what we are because we've got a consciousness." To which I say that depends how you define consciousness. If I get to define it the way I think is a good definition of consciousness, you could definitely give that to a digital being. If you have a different definition of what consciousness is, it's entirely possible that nobody could program whatever your version is. So sometimes you think you're arguing from a common understanding, but I think that consciousness, we never really agree what that is. So I can't really have a debate with you about whether a digital being has consciousness if you don't think consciousness means the same thing that I do. So you kind of can't get there from here.
Debating the simulation hypothesis and then I saw somebody else attack my description of it as a hypothesis. They said, "Scott, you know, first of all, it's not a hypothesis technically." All right, but is that really an argument? It is what it is if I call it a hypothesis or not. So I think we will forever be on different sides of whether a simulation hypothesis is credible or not and I don't mind that we don't have to agree on everything all the time.
All right ladies and gentlemen that is all I wanted to say for today. Kind of a fun day in the news. We'll keep an eye on the stock market and see what happens today. But I'm going to say a few words privately to my beloved subscribers on Locals who I don't spend enough time with. But the rest of you, I will see you tomorrow. I hope you got something out of this and have a wonderful Monday.
All right, Locals. I'm going to be with you in
Come on in.
It is good to see you again.
I tell you, it feels like it's been forever, even though it was only yesterday.
But that's how much I missed you.
Oh, wait a second.
Whoa.
What is that?
Hold on.
Oh, no.
Oh, no.
Ah, it's okay.
It's just the Dilbert calendar.
It was so amazing that I thought, well, what can it be?
But if you're not done shopping, get your Dilbert calendar from amazon.com.
It's the only place you can get it.
All right, now that I've done that little sales pitch, I guess we'll have to get serious.
I got a show for you today.
Wow.
So good.
Good morning everybody and welcome to the highlight of human civilization.
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All right, let's see what's happening.
Um, is there uh anything that I've been saying for years that is now the subject of scientific revelation?
Yes.
According to Eric Nolan on Cypost, did you know that participating in activist groups is linked to increased narcissism and psychop psychopathy over time?
Well, it turns out that uh according to science, um if you happen to already be a narcissist or a psychopath, you're more likely you're more likely to get involved in uh in activist groups.
But not only does it work in that direction, but if you are not especially narcissistic or psychopathic, uh being involved in one of those uh activist groups might turn you into it.
So, it's a sort of a two-way thing.
Now, does that sound like something that surprises you?
Totally.
No, because you're probably in the same bubble I am.
And conservative thinkers have been saying this for years.
I mean, several years.
When was the first time Jordan Peterson uh told you that uh the what is it?
The cluster B personalities tend to be on the left and they tend to be in activist groups.
So, we kind of saw that one coming.
No big surprise there.
Well, did you know according to the University of California Riverside that the soybean oil, the oil, the soybean oil has a hidden fat derived molecule that might fuel obesity.
In other words, uh soybean oil makes you fat.
I don't think it happens to every single person, but uh there's a lot of it.
Have you ever done an experiment where you go to the grocery store and try to find any packaged item has to be packaged that doesn't have soy in it?
Have you ever done that experiment?
You you could start at the end of the shelves for whatever section you're on.
Doesn't matter what section.
Then pick up the first package you see and and see if there's any soy product in it.
There will be.
Then put it back.
go to the very next thing next to it.
There's soy.
I I once looked like for probably an hour to see if I could find one damn thing that didn't have soy in it.
Now, there might be some obvious exceptions, like if you're buying something that only has one ingredient, you know, it's not necessarily soy, but if you have anything that has multiple ingredients in it, oh yeah, you're eating soy.
So, I don't know if the soy beans and the soy oil have the same impact, but beware.
Well, Aira the Dawn um has released a little preview of another piece of music that features me uh as the vocalist.
It's so funny to hear myself say that, that uh that I'm the least musical person in the world.
Yeah, I play a little bit of drums.
That's about it.
But uh to to live in a world in which Kira the Dawn has incorporated my podcast voice as sort of a a layer in his music.
It's kind of really innovative and fun.
And I guess he's going to drop the album that would have a number of songs that he put together like that that would feature my my voice and his music.
So that's coming December 19th.
But there's a preview if you want to see one of the new ones that's on my feed or you can find it on Akira the Dawn's feed.
Anyway, um did you know well you you're going to know in a moment that uh according to Newsmax Mark Swanson's writing that uh according to a poll 63% pled say a four-year degree is not worth the cost.
um and that more than six and 10 registered voters think a four-year degree is not worth the cost according to new NBC News poll.
Now, so the the respect I guess that's the right word for a four-year degree is sort of at an all-time low or at least in the modern in modern times it's low.
Do you think that that is first of all a good representation of reality?
I think it is a good reputation good representation of what people think about the college degree.
But do you think they're just being influenced by the fact that it's too expensive?
And if you ask somebody who doesn't have one, what are they going to say?
>> >> If I did not have a four-year degree and you asked me today, uh, how important is it?
I'd probably say, totally unimportant.
Yeah, you shouldn't get one.
And then I'd go off and get one.
So, I had an advantage.
So, here's my advice.
It's probably not essential that you get a four-year degree, but it's a competitive world.
So, if you can get one, you know, if it's within your financial and or other abilities, you should definitely get one because you're going to be competing against people who don't have one.
And, you know, maybe you're lucky and you get an employer who genuinely doesn't care.
you know, there are more of them every day, but the odds of running into somebody who does care, you know, maybe because they have one themselves or they went to the same school or whatever, it's pretty high.
So, I would say from a maybe a logical perspective, it's not as necessary as it used to be.
But if you're looking at it from a strategic um employee perspective, yeah, you should get one.
If you can do it without burdening yourself financially for the rest of your life.
Now, you don't want to do it at all costs.
You want to do it at a, you know, reasonable cost for your resources.
But yeah, I would definitely I would definitely play the advantage if you if you have the option.
Um, you know what Poly Market is?
It's a one of those betting sites.
It's the big betting site.
Well, apparently, um, the betting sites are more accurate than opinion polls.
So, once people put their money on it, they're way better at predicting than if you just say, "Hey, what do you think?" Um, so the uh I guess one of the founders or the CEO was talking about that and uh so keep an eye on poly market because it's going to tell you more than opinion.
However, it makes me ask this question.
Don't you think that if you had some way to know who had been really good at predicting in the past that you'd like to see just those people predicting the next thing?
Wouldn't that be a lot better?
Why would I take the average of people who are terrible at predicting?
Meaning that they didn't win anything, you know, because you could see if they ever won anything on Poly Market.
Why would I want to see the average of the people who never were right mixed in with the average of the people who were right most of the time?
What the hell good is that?
Wouldn't it make a lot more sense if you could go to Poly Market and say, "Show me the people who have been right more than 60% of the time on whatever topic it is." Of course, that would be better.
How about um if it's something that maybe is a new category or something, wouldn't you like to see the people who were the most well-informed, why would I why would I take the average of people who were poorly informed on the topic?
Let's say the topic is crypto.
Do I really need to see, you know, my idiot?
Well, I won't say that, but um do I want to see my plumbers's opinion on crypto mixed in with David Sachs opinion?
No.
No, I just want to see David Sax's opinion.
I don't want to see my plumbers's opinion on crypto.
So, I think there's a whole level where this prediction thing can can go up a level.
Uh they just have to give us a way to know who's been good at it in the past.
Well, Trump is teasing that he's already picked the replacement for Jerome Powell to be the head of the Fed.
We don't know who that will be, but he's sort of hinting by being koi about it that uh Kevin Hasset is likely to be picked.
That's that's not confirmed, but that's what the smart people think.
Now, Kevin Hasset is already in the administration.
I don't know his exact job, but it's something economic.
And um I'm pretty sure he would take the job.
I think he was asked and he said the generic answer, which is, you know, he would do what the president wants him to do, which is sort of a yes.
Um but apparently the markets are poised to love it if he gets picked because he's a lower lower those interest rates kind of a guy.
and markets love that.
So, if Kevin Hasset does get picked, um there there's likely to be a bump in the market.
Now, keep in mind, I do not give financial advice.
So, there are lots of other variables.
So, maybe he gets selected on one day, but it's the same day that some other thing falls apart.
So, it doesn't mean the markets will definitely go up, but uh apparently they'll be at least friendly to him um and likely to go up.
Now, in other news, speaking of David Sachs, New York Times had a hit piece about him and uh he he's he's pushing back on it pretty hard.
And the the New York Times tried to make the argument that he had some kind of uh conflict of interest on AI or crypto and that his own investments somehow blah blah blah.
Well, apparently that does not stand up to scrutiny and there's some some idea that the New York Times is, you know, it's just a headpiece basically, meaning not too uh not too reliable.
Now, the funny thing is, if you were to compare the credibility of the New York Times to the credibility of David Sachs, which one's more credible?
It's not really even close.
It's Sachs.
If you were to look at his lifetime of, you know, whatever he's said in public, um, compared to a lifetime of what the New York Times has reported to be true, I'm pretty sure he would win if there were some way to actually compare those things.
But I did notice that uh, Naval Ravocant, who I mention often, um, he posted about that, about the New York Times hit piece.
He said, "There are lies, damn lies, and New York time headlines." Now, Naval, who I sometimes refer to as the smartest person in the world, um, but let's call him the wisest person we know.
So, he's famously non-political, but this is a little bit political.
Not really.
It's more about one person, but it, you know, he's he's got one little toe in that domain, which is unusual.
He he usually stays completely away from the the political nonsense and you know deals with weightier you know life issues etc.
But here's the thing this made me that made me think about this.
Um do you remember when Bill Clinton was running for office and he famously said that if you elect him you get Hillary for free.
And before we knew before we knew who Hillary really was, that seemed to me at the time uh like a good deal.
I thought to myself, "Wow, really?
If if you get, you know, if you get Bill Clinton as president, which at the time, I have to confess, I I was supporting Bill Clinton." And so I thought that was a good idea.
And then when you see how uh capable Hillary is, I thought, well, that's actually a pretty good argument.
Two for one.
You know, who hates that?
Now, it turns out Hillary was not really the one you'd want to get for free, but we didn't know that at the time.
So, it seemed like a good idea.
Likewise, when you when you vote for Trump, you get me for free.
Think about it.
Would I be doing what I'm doing if Trump were not the president or earlier um when he was running for president?
Not really.
I mean, I I became, if you can call me political, I guess you could.
I only became political because Trump specifically was a persuader and you know that was my angle in and so you got me for free.
I literally wouldn't be involved except that Trump is the key player.
And so you get whatever value you think I might add and reframing things or helping with messaging, whatever, is free.
I'm not charging anybody anything.
I mean, obviously I monetize some of my feeds, but in terms of politics, nobody's paying me for that.
I don't have any kind of job.
You get me for free.
And then I see that you know Naval commenting on Sachs they know each other and it occurred to me that when you hire David Saxs for your government you get an entire network of all the smartest people in Silicon Valley naval just being let's say the tip of the spear there of smart people.
You get all of that for free.
And nobody ever talks about that because, you know, Sachs, if you looked at his, let's call it a rolodex, even though that's an old term, he could call almost anybody and get a second opinion on anything.
He He's just really wellconed, but also has a great reputation um in the investment tech community.
And you get all of that for free.
Nobody ever talks about that.
Isn't that Isn't that funny?
Because that's really worth a lot.
That the fact that he, you know, he's one phone call away from an intense network of the smartest people in the world.
Um, and he could contact me if he ever wanted to.
I I follow him on X.
I think he follows me back.
So, you get me for free, too.
if if there was anything that I could ever add to what he's doing.
I doubt it because it's not like I know much about crypto or AI compared to him.
Anyway, so don't forget what you get for free.
Um Elon Musk was doing a podcast recently where he had lots of uh quotable moments.
Um we'll talk about a few of them.
One of them was uh so Elon has predicted that money won't have any value in the future and instead it will be energy.
So energy will be the true currency.
And because Bitcoin can only be created with energy because the computer has to do a lot of crunching to create create a new Bitcoin and the ones that we have were created by energy that uh Bitcoin is uh let's see what did he say?
He said uh long-term I think money disappears as a concept.
Money disappears.
How would you like to be the richest person in the world, Elon Musk, and know that almost certainly money will become worthless?
He's going to go from the richest person on the entire planet to, "Oh, uh, you want to you want a new car?
I want a new car.
We can both have a robot go build us one." I'm simplifying a little bit, but uh but uh Elon predicts a world where the AI and the robots will make essentially everything you want close to free and it doesn't matter who you are, it'll just all be sort of free.
Now, that's a very optimistic prediction.
Um but he takes it further and uh I I like having this to cling to.
I don't know if it's true, but he predicts that uh quote uh uh I think the future we probably won't have money.
Energy and power generation will become the de facto currency.
That part I agree with completely and I've said the same thing.
I I believe that energy was is the new money.
Uh and maybe Bitcoin is just the, you know, the standin for the energy.
But uh he did say um that the only way out of debt in the future the only way literally the only way there there's not a second way to escape our debt burden you know our 38 trillion or whatever it will be by the time we start turning it around.
The only way that that will get remediated is if the world of robots and AI is so stimulative that it makes even our $ 38 trillion debt seem small.
Now, I might not be doing the best job of explaining it, but did that make sense?
that essentially an entirely new economy is about to emerge and it will very quickly just swamp in size the entire existing economy.
So it might be 10 times it, 100 times it.
We don't really know.
It's uncharted territory.
But uh that world according to Elon Musk, the smartest person you know is the only way out.
Otherwise, we're literally doomed.
We're doomed.
So, uh let's hope that the robots and the AI make a lot of money.
Now, here's the part I don't fully understand.
How could it be that money is worthless at the same time that we're making so much extra money from robots and AI that it compensates for our debt or pays it down or or minimizes it?
I I feel like there's something missing.
Like it can't be true that that the AI and robots become this substitute for money.
at the same time, everybody can have everything.
Or or could it be that all the people who hold the debt um wouldn't care if they never got paid back because everybody can have everything for free?
So, I haven't quite figured out how that all fits together, but I love hearing that there's at least one possibility that the smartest person, you know, who isn't who isn't Naval, uh, that the smartest person, you know, aside from Naval, thinks that there is a way out.
Not guaranteed.
Uh, I don't even know if he's going as far as to say it's most likely.
He didn't say that, but at least there's some possibility.
And that's more than I thought we had, honestly.
Well, speaking of that, um, according to Zero Hedge, our tariff revenue has surged to a new high.
So, 31.4 billion in October.
So, that's just from tariffs.
And uh what percentage of our total uh tax revenue do you think that is?
Well, I asked uh AI chat GPT and apparently our the amount that we collect in income tax per month a recent month October is a little over 400 billion.
So now we're up to something like 8% of our entire uh incoming revenue from taxes.
About 8% of it um is tariffs.
Now that's 8% we weren't getting before.
So it's, you know, it's on top of the 400 million billion 400 billion.
And I have to admit, I didn't think the tariffs would ever get to 8%.
And so Trump is, you know, teasing that maybe he would get rid of income tax and have only tariffs someday if if the tariff number kept going up.
I don't see how that's possible, but if I'm being honest, I also didn't see that um tariffs would ever reach 8% of our monthly tax revenue.
To me, that's a lot.
8%.
That's pretty impressive.
So, I'm going to say all bets are off.
Um, we don't know how big that could get.
I still don't see a path to get all the way to no income tax and tariffs do everything, but I'm not going to I'm not going to rule it out now.
So, I'm move I'm moving from, well, there's no way that's going to work to I don't know.
Maybe, maybe.
Uh let's talk about Mark Kelly, Senator Kelly, who as you know is part of what we're calling the sedicious sex.
Uh one of the six Democrats who did the video saying that the military should uh should not obey illegal orders.
So, he goes on Meet the Press yesterday and uh he was asked by the Meet the Press host if he would refuse an order uh if he had been in the military and he had been asked to attack the Venezuelan drug boats, would he consider that an illegal order?
That is a good question.
So, if you're thinking that NBC is going to give him a softballs, well, that wasn't a softball.
That that that question was exactly the question I wanted to be asked.
Would you interpret this as an illegal order if you had been asked to blow up one of these Venezuelan narco boats?
Well, here's what Kelly said.
Rather than answer the question, he avoided the question.
Huh?
He had just said that it's sort of common sense and any reasonable person can certainly tell the difference between an illegal order in the military and a and a legal one.
And then when he's asked to get a specific example, is this legal or illegal?
He changed the subject and he reinterpreted it by saying, "Well, the news story recently about Hagsath uh alleges that there was a a secondary attack on one boat, the first one, I think, that killed the survivors." So, he said, "Well, you know, we're really talking about, you know, that second order." But he didn't really answer the question at all.
Now, how can he have it both ways?
How can it be that a reasonable person can definitely look at a real world situation and they would definitely know what is legal and what isn't?
So, there'd be no real ambiguity in the real world.
But he couldn't answer the very first question.
He had to avoid the question because he couldn't answer it.
And you know what?
I don't know the answer to the question either.
So, even if you take the the story about Heg Seth uh to be true, and by the way, I don't think that is at all uh confirmed, that that's an allegation, a whistleblower thing.
I don't know that that will ever be confirmed that there was a there was a standing order of some kind that you had to kill all the people in the boat.
I don't know.
Uh, I'm not assuming that that's a real I'm not assuming that the allegations will be proven now.
But let's say they were just to take this this question to its logical conclusion.
What if you were in the military, you took out the boat and you said, "Okay, that part's legal because they're they're terrorists and uh you know, I've got the legal authority to do it." But then there are these two alleged two survivors and then suppose you had the question of do you take them out too or do you try to rescue them because they they live to which I say how does that work with terrorists in general?
If you were in an airplane over land and you spotted some terrorists, be they al-Qaeda or someone else, and you knew that's who it was, so you knew that it was al-Qaeda and they weren't in the they weren't in the act of doing a terrorist thing, but they were definitely preparing for it.
So, let's say they were loading bombs onto a truck, and you knew that they had bad intentions for those bombs.
Could you kill those terrorists from the air if all you knew is that it's al-Qaeda and they were preparing some bombs?
To which I say, I don't know, but I think it would be legal.
So I asked Chad GBT, is it illegal for the military to kill a terrorist who is preparing a terror act?
What do you think the AI said?
I asked chat GBT in this case, not Grock.
Grock had some issues this morning, so I was using chat GPT.
What do you think in the comments?
You tell me.
Do you think that AI said, "Oh, it's totally legal to kill a terrorist if they're in the act of preparing a terror act." Well, here's what it said.
He said, "In general, under international law and the laws of armed conflict, it is not necessarily illegal not necessarily illegal for a military to target and kill a terrorist who is actively preparing an imminent terror attack.
And then it goes on and explains it.
Now we are we are soundly into gray area here, right?
If I if we have declared that the the terrorists I'm sorry if we have already declared the government that the narco boats are terrorists because they're delivering a weapon of mass destruction to our shores.
that makes them terrorists who are in the act right in the middle of the act of doing the terror thing which is delivering these drugs to our shores.
So even though two of them, you know, survived the first attack, if they were al-Qaeda and they were on land and they were loading bombs onto a truck, you don't think we'd kill any survivors if we had to if it took a second shot?
I think we would.
And it doesn't feel like that would be illegal to me.
Now, I'm not in the military, so I'll never have to make that decision.
But are you telling me that the average person in the military or I'll say it a different way.
Are you telling me that every person in the military or, you know, almost every person would have the same opinion about what I just described?
Would they?
To me, it seems obvious that people would have different opinions.
So, if it's obvious that people could have different opinions about are these terrorists in the act of a terror attack or are they not?
Uh, I think Mark Kelly's argument just falls apart because I if I can't answer the question, are you telling me that just being in the military would have helped me?
I doubt it.
Do do you think that they had a training class that covered that you exact situation?
I doubt it.
I doubt they had any training that was specific to that.
And I don't think that the generic understanding of what's legal and the generic understanding of what a terrorist is.
I don't think that gets you there.
I I think that's a genuine gray area.
So, to Kelly's argument that anybody in the military would know the difference between a legal and an illegal act, that doesn't even feel like it's close to being true.
I feel like most of the things in the real world are messy and that there would be just all kinds of gray area.
This is just an obvious one.
And it, you know, we didn't even have to look for a weird example, right?
I'm literally taking the example that's the headline in the news right now.
If if the headline that's in the news right now, even that one, we can't decide if that's a clear case of illegality or not, what's the next one going to be?
Anyway, terrible argument, but it's getting more interesting because apparently there is some existing law that I believe has not been used maybe for I don't know decades or hundreds of years, but there's some law that says that it uh it's a felony with up to 10 years in prison for anyone quote with intent to interfere with, impair, or influence the loyalty, morale, or discipline of the US military or naval forces.
is uhoh is literally a felony for what the uh arguably, you know, court would have to decide, I guess, but it looks like a felony that the six Democrats even made that video cuz don't you think that they would have known that that would have uh an impact on interfering or impairing or influencing the loyalty, morale, or discipline.
I I feel like you can make the case.
I don't know that any, you know, jury would necessarily convict people for free speech.
You know, probably free speech would win, I'm guessing.
But this is a real risk if you were one of the one of the people telling them the military that, you know, maybe they're going to be getting illegal orders more than they've ever gotten before.
I don't know.
That looks pretty pretty sketchy.
Uh, also another Elon Musk um ism coming from his recent podcast.
I would love to give credit to who was interviewing him because I got a lot of good stuff, but I did not see it in what I was looking at.
So, I apologize.
If one of you knows who this podcast was with, put it in the comments so at least the other people can see it.
I want to give him a shout out because he did a really good job getting some good stuff.
So Elon Mus was talking about what Doge and the Doge experience taught him.
He said it was uh like a very interesting side quest, which is a funny way to put it.
He said fraudsters necessarily will come up with a very sympathetic argument.
They're not going to say, "Give us money for fraud." Uh, he went on.
It's going to be like, "Save the baby pandas NGO," which is like, "Who doesn't want to save the baby pandas?
They're adorable." Uh, but then it turns out no pandas are being saved in this thing.
It's just corruption essentially.
And then you're like, "Uh, well, can you send us a picture of the panda?" And they're like, "No." >> >> and he goes, "Okay, well, how do we know it's going to be pandas then?" And that does pretty well capture my understanding of what our government and the NOS's and where all our own money is going.
I did not know that before Doge.
My entire understanding of the country, the the debt, the government, all of that changed radically when I learned what Elon Musk is describing is actually the normal way we're operating.
If this had been a a oneoff, like, well, there was that one time the band people pulled one over on us.
No, it's not one time.
It's the only way it works.
It's a universal effect.
It's not the exception.
It's the way everything works.
I didn't know that.
I mean, that would be beyond my most cynical, skeptical view of how anything works.
I had no idea.
I did know, to my small credit, I did know that at the city level 100% of things are corrupt.
I've been saying that for a while.
um the city, the people who are allocating money, your tax money for city services, of course they're corrupt.
you know, maybe not day one, maybe not the first person who ever gets the job, but over time, you're going to attract the people who know, you know, if I were the mayor of this smaller city, uh, I'll bet I could direct these contracts to my friends, and I'll bet they would find some way to repay me that was not easily trackable.
So over time, our system largely guarantees because we don't do any real audits in government.
It largely guarantees it's going to be corrupt.
You just have to wait a little while.
You know, the the only question is, have you waited long enough for the corrupt people to get in and never leave?
Because why would you ever leave?
I mean, once you get in there, if you're gonna stay, you're gonna stay.
So Doge completely changed my view of the world.
And that's a big deal because I think same happened with other people.
Speaking of Tim Walsh, governor of uh Minnesota.
So Minnesota Department of Human Services, I guess there are 480 employees who have signed on to the idea that uh the hundreds of millions of dollars that have been stolen by mostly Somali related gangs um who were pretending to have saved the panda and other charitable things, but really they were just completely corrupt.
And they sold they they stole hundreds of millions.
And uh you wonder how is that even possible?
How do you how do you how do you steal hundreds of millions over a lengthy period of time and nobody catches you?
Nobody there's no red flag.
Well, according to 480 people in the Department of Human Services in Minnesota, Tim Walsh was in fact informed on multiple occasions about all the red flags of corruption.
And instead of looking into it and and stopping the corruption, what do you think he did?
Take a guess.
Tim Walson, who is a Democrat, not only a Democrat, but the one that Kla Harris thought would be good choice for her number two, her vice president.
What What do you think?
What do you think he did the multiple times that credible people said, "Hey, it looks like they're stealing gigantic amounts of our money.
Maybe we should look into this." What do you think he did?
Well, I wasn't there, but according to the Department of Human Services, 480 people, he retaliated against the whistleblowers.
The worst thing a human can do if you're in government is to punish the whistleblowers.
Now, what' they say?
They said, uh, he disempowered the Office of Legislative Auditor.
Oh, so they at least had some handwaving at an audit, but he disempowered it, so they wouldn't be effective.
Uh, he allowed agencies to disregard their own audit findings.
Oh, okay.
Well, you can do the audit and you can find problems, but then we're going to ignore them.
And uh and then he he retaliated against the whistleblowers.
So that it it seems like Minnesota was a Ukraine um Zalinski level corruption.
We're not talking about small dollars.
We're not talking about, you know, a governor guided a contract to his cousin.
We're talking about enormous organized theft.
And I can't believe that Walsh had no no benefit from that.
Like why would he try so hard to keep the criminals in in uh in power?
I don't know.
It also makes me wonder if that's the reason he was chosen as vice president.
You know how we speculate that uh the people who rise to the top at the Democrat side, we speculate that it's only because they are criminals and that the other people who are also criminals want to make sure that they have, you know, some kind of blackmail against them.
But really, it's just a big criminal enterprise.
So the people who are themselves criminal make sure that they only choose as their running mate in this case another criminal so that if that criminal ever decided to turn them in, they would then themselves be turned in.
So you've got this mutually assured destruction thing.
And I would have said honestly a few years ago I would have said that's nonsense and that that just sounds like conspiracy thinking.
It's like come on.
Come on Scott.
Do you really think that Kamla picked for her vice president the most criminal person they could find because that's the person they could control?
Really Scott?
Do you think that actually happened in the real world?
Yes, I don't have proof, but come on.
I mean, it's just starting to look so obvious that the Democrat party is just a large criminal organization that depends on having people in it who aren't willing to talk to turn in the other people who are in it.
It doesn't look like that's necessarily the case on the Republican side, but I wouldn't rule it out, right?
There could be some pockets of that on both sides.
So, um Trump was asked about uh Tim Walls and he said uh that Tim was quote the seriously governor of Minnesota that he does nothing either through fear, incompetence or both.
Uh Trump wrote that in a truth social.
So then Kristen Welker of uh Meet the Press a asked Tim Walsh about Trump's statement that he was quote um seriously And Wal said we cannot allow this to be normalized.
You can't use that language.
Well, you can, but you shouldn't.
He said, um, well, you know, here I'm going to agree with Tim Walson.
Um, I don't think that Trump should have called him seriously because I don't think there's anything serious about that guy.
Okay, you were going to do it if I didn't.
Um, I don't love the use of that word.
I I understand why people don't want it to be used.
It's, you know, there there are too many people who have genuine, you know, disabilities, etc.
So, it's not my first choice, but I like free speech.
And I do enjoy when Trump entertains his base because it is pretty entertaining uh while he's doing his job.
You know, Trump is the only president who can have an entire floor show of entertainment.
And that's what I would call this.
It's like a floor show of great entertainment just to watch how people react.
Just to watch how Meet the Press handled it, just to make the dumbest Democrats obsess on it, just to make them think of whatever is the least important thing that's happening in the world and and get them to treat it like it's the most important.
That's funny.
and and the fact that the the base I'm pretty sure that the Republican base thinks it's just funny.
Now, a lot of people probably are where I am, which is I wouldn't use the word in public.
I mean, not the way he used it.
I wouldn't do it, but I don't care that he did because, you know, Trump is a unique character who oversteps the bounds of, you know, polite conversation routinely.
Once you get used to it, it doesn't seem like the end of the world.
It just feels like he's doing a bit.
And the bit is how angry can I make them?
how how much time can I make them spend talking about that and not about me, you know, not about me policy-wise.
So, I kind of love that he does it.
It's very funny.
Um, so CNN and uh Brian Stelter uh was not happy that the White House has a page on the internet dedicated to all the hoaxes that come out of the media.
And uh so uh Brian Stelter was saying that uh the White House has launched a web page that targets reporters.
Well, does it target reporters or does it report when reporters are hoaxing and you know fake?
Well, I would I would argue it's the latter.
But then Brian Stelter says uh he thinks that Trump is doing it, in other words, that the page exists for the purpose of quote delegitimizing the media.
To which I say, uh yeah.
Yeah, that's exactly why they do it.
You didn't discover this.
That's the whole point of it is to delegitimize the media.
But was the media legitimate before that page went up or is the page a response to the fact that the media is not legitimate?
Well, you know my opinion.
If the media had been legitimate, then I would not be in favor of a page that, you know, incorrectly said that they had had lots of hoaxes.
But because the hoaxes that are listed are genuinely hoaxes or at least you know fake news.
If they weren't genuine examples and if there were not lots of them and if they were not spread across multiple you know media well then I'd say you know that's going too far.
It's wasting my tax dollars.
You know why are you putting up this page of lies?
But that's not what's happening.
the the the hoax page that the White House put up is because there are a whole bunch of hoaxes.
Yeah, he is delegitimizing the media.
Is that bad?
No, delegitimizing hoaxers is exactly what we need.
So, thank you for that.
All right.
So, uh, Amy Clolobachar, Democrat, um, she was also on CNN and CNN asked her this question.
Does Minnesota have a problem with gangs roaming the streets?
Now, that would be her state.
So, what do you think she said to the question, does Minnesota have a problem with gangs roam roving the street?
Because apparently that is a problem.
But what would Amy Clolobachar say?
Because if she says yes, gangs are roaming the streets that would suggest that maybe Trump is doing the right thing by sending the National Guard.
So, she can't really agree with something that I think is just observably true.
Um, and it would be the reason that uh CNN even asked the question, does Minnesota have a problem with gangs roping the roaming the streets?
So, Cloverar's answer was quote, "Every state has a problem with crime." Uh, really, does every state have a problem with that kind of crime?
Because that was a pretty specific question.
The question that was not asked is, "Does Minnesota have crime?" Nobody asked that.
Of course, every state has crime.
They're talking specifically about gangs roaming the streets.
I don't know if you've ever been to Hawaii.
Do you know what you never see in Maui?
Gangs roaming the streets.
Now, does that mean there's no crime?
Well, even in Maui, which is very safe, there's a little bit of crime.
I've never seen any, but I'm sure it's there.
What about uh Alaska?
What about Rhode Island?
Is there a big problem in Rhode Island with the the gangs roaming the streets?
All right.
Well, so um Clolobachar was not really finding a high ground and she was not really reframing it like Steve Jobs did when his phone was had that uh problem with the antenna.
Uh you've heard me tell that story before.
She just changed the subject, which is pretty much all you need to know about that.
Well, there's uh more news from Venezuela.
Apparently, u prior to Trump closing the airspace above Venezuela or declaring that it was closed, um he had a conversation, which we didn't know about till now, with Maduro, now phone conversation, I guess.
And Maduro was apparently asking for um some assurances that he would get some kind of a that I think he and his family or maybe some of his top people would get pardons um or I don't know what the right word is, but basically not be held responsible for global amnesty.
He wanted global amnesty for all of his alleged crimes and uh I think for some other people around him.
Trump said, "Nope." Apparently, it was a hard no.
So, nope.
No embassy.
And Trump told him allegedly that uh his only option is to leave to just literally get out of Venezuela and abandon his position.
Or something very bad was about to happen.
And we don't have to spell it out, but have you noticed that a big part of our navy is sitting off of your coast?
Did you know that we have a lot of military assets that are within striking distance?
And Trump has already said that the ground war against Venezuela is imminent.
So Trump is apparently um doing the Trumpian thing where he has the upper hand and he's giving up nothing.
Um he's basically saying, "Would you like to be alive tomorrow?
That's all you have to decide because there's one way you can do it.
You have to leave right away with no asurances.
Do you think if he left with no asurances?
Maduro, if he do you think if he left that we would leave him alone because hey, well, he's gone now.
Well, I don't think he thinks that would happen and I don't think so either.
I've got a feeling if he leaves the safety of Venezuela, um, it's not going to make him more safe.
I feel like he might be doomed in every scenario, but he might be able to live a little bit longer if he leaves Venezuela.
So, Trump is giving him really no good choices or or choices that would look good to him.
I think I think Maduro tried to negotiate that he would still have some control over the Venezuelan military.
Well, obviously that's a hard no.
No, how about you have no control over the military and you just leave.
So things uh things are coming to a head there.
And apparently after that conversation, which did not result in a an agreement for anything, that's when Trump decided to close the airspace over Venezuela um with military means.
So Maduro's probably had a really bad weekend because he's deciding which way he wants to die or maybe be jailed for life.
But uh the one thing that's not going to happen, I believe that Trump has removed from him any illusion he might have had that he can sort of keep the status quo, still be in charge.
He's either going to be taken out militarily, that seems to be the clear indication here, or he can leave the country and be exposed to all manner of risks once he's outside of his little bubble.
uh and those are his only choices.
So given that he only has those choices and given that I'm sure Trump and the military will keep squeezing so that he knows that this is not a bluff.
And by the way, this is not a bluff.
Yeah, you you could you know the difference, right?
And even we can tell the difference of what would be a bluff and what is okay, this is just going to happen.
This is in the category of definitely not a bluff.
I'm pretty sure that Maduro is not going to be there in a year.
You know, maybe a month from now, you anything could happen, but I think pretty soon, pretty soon.
So, we'll keep an eye on that.
Here's a uh here's a thing I've been wondering about with AI.
So Sam Alman uh you all know him creator of founder of uh chat GBT open AI he so he argued in a blog post that he wrote earlier this year that uh the intelligence of an AI model uh roughly equals the log of the resources used to train and run it.
So in other words that you could you could predict how smart your AI would be based on the inputs.
You know if you gave it more input there would be some reliable way to know how much smarter it got from that input.
And uh and that there might be a predictable um equation there.
Now he's calling it the uh the log of the resources used to train and run it.
So that would be the the equation essentially to to predict.
And then it was I saw an article that was sort of compared to Moore's law.
You all know Moore's law with microchips.
Uh the idea that the number of uh I don't know circuits on a chip would double every x amount and that therefore the chips would get faster in a predictable way across decades.
And then we observe that sure enough Moore's law has held amazingly over decades.
Now did you ever wonder why Moore's law works?
How in the world did Gordon Moore know that the technology would increase at just this rate to get the doubling that he had predicted every x whatever?
How did he know that?
And what makes that necessarily true?
And I still don't know the answer to that.
So I asked Grock, you know, what's the logic behind Moore's law?
We do observe that it seems to have been predictable.
You know, it did seem to predict from many years ago.
It did predict where we would be now.
So it's not nothing.
I mean, it predicts.
And I've told you before that the closest you can get to understanding reality is if your worldview accurately predicts.
And this does.
So that's not nothing.
That's that's a lot.
But why why does it work?
And Grock said the logic behind it is that the number of transistors on a microchip roughly doubles every two years.
Well, costs stay the same or drop.
To which I say, why why do the number of transistors on a microchip roughly double every two years?
Why what what is the law of physics or any other law that makes that true?
And there's no real answer to that.
So here's what I think.
I think it's marketing.
If you were in the microchip business and you wanted to make sure that you um could sell the the upgrade forever, it's like, well, we got a great chip this year, but wait till you see what we have next year.
So, buy it this year.
Next year, you're going to want to get that doubling.
Or two years from now, you're going to want to get that doubling.
So, you better buy the new one.
Oh, wait.
Now we have another doubling.
So, I don't know this to be true, but for a long time, I've suspected that we're being completely bamboozled by what is just marketing and that the marketing pretends that Moore's law is true and then the technology people design to that truth.
So in other words, it's not necessarily true that Moore's law holds, but rather than have a an unpredictable bumpy ride toward better chips.
If you treat it like it's super predictable, then everybody can make their plans and say, "Okay, well, I need this one now, but in two years, I know I'll have to upgrade." I think it's just marketing.
Am I wrong?
Because it's weird that if you even look for why why the law applies, there's not really an answer to it.
They just sort of observe that it does.
I think it's marketing.
All right.
But, uh, if I'm wrong about that, I would find that interesting.
So, let me know if if you have a better idea what's going on.
And it makes me wonder if the AI has the same situation that uh maybe we're, you know, we want to make it look like it's predictable, but maybe it's not.
Well, over in Israel, Netanyahu has officially asked for a presidential pardon for what are his alleged uh corruptions.
So he and his wife Netanyahu and his wife are being um accused of accepting more than $260,000 worth of luxury goods including cigars, jewelry, and champagne from billionaires in exchange for political favors and maybe uh some favorable coverage from Israeli media outlets uh which is sort of separate.
Now, let me give you my take on that.
I don't know if this is true.
I mean, Netanyahu would say it's political lawfare and it's, you know, not based on anything real.
But how much do you think Netanyahu could earn if he were out of office and giving speeches?
What what do you think would be the market value of one speech by Netanyahu if he were out of office tomorrow?
I think it would be over $100,000, wouldn't it?
So when you say that over some amount of time he allegedly accepted $260,000 worth of luxury goods, including things like cigars and champagne.
Does that mean that some billionaire invited him to his house and they had expensive cigars and champagne and then maybe the billionaire asked him for a favor when they were done?
Is is that what he's being accused of?
Because that's not much of a crime.
I mean, I'm not even sure it is a crime.
Can you not enjoy expensive cigars and expensive alcohol with somebody who is a billionaire who might also want something?
But isn't that true of everybody?
Everybody who talks to a politician wants something.
So it's a pretty small crime if the two sight to see is first of all you know goods like champagne.
I mean, how much is, you know, what are we talking about?
It is Netanyahu gonna sell out Israel for a really good bottle of alcohol?
I don't think so.
Is Netanyahu going to sell out Israel because he got good cigars?
Like, how good are these cigars?
So, let me be clear.
I'm not uh I'm not defending Netanyahu and I don't know what he did or didn't do, but I'm just commenting that his income potential just as being who he is is way bigger than this.
So even if he had done exactly what they said, how much influence would this have on his decisions given that he could make way more money than that with a few speeches?
I don't know.
does feel like it's small ball.
Um, and we'll see if he gets the pardon.
I would bet against it.
Um, but it doesn't seem like the biggest problem in the world, even if he did exactly what they said.
All right.
Um, also in Israel, according to AFP, they killed 40 Hamas fighters in Gaza who are in tunnels.
Don't you wonder how many how many terrorists are left in those tunnels?
It does doesn't it seem to you that it's going to be sort of that uh Japanese World War II thing where there's going to be somebody in a tunnel that stays there for 20 years.
I don't know how that would eat, but uh they're still in tunnels now.
So 40 of them got killed.
Um, apparently their assumption that there's still some number of people still in tunnels while the Israeli army controls the surface.
Um, below the surface, there might be this whole civilization of not that many at this point, but maybe dozens of people who are just figuring out how to get out of the tunnel without dying.
And then uh Israel apparently has now deployed for the first time their iron beam laser defense system for shooting down missiles and and drones.
And I guess that's just going into operation now.
And it makes me wonder if they had that up and running um during the the worst of the attacks, how much a difference would it make?
And how much of a difference is it going to be when uh any country that's attacked with drones and missiles has has a laser defense system?
Because if it works, everybody's going to have one, right?
At least all our allies will have one.
Um, I feel like that could change everything because right now the anybody who could send a deadly drone into enemy territory would have an advantage because they could send lots of drones until you know you overwhelmed the defenses.
But if you had a really good laser beam defense system, um, it would look like Babylon 5.
What were the shadow?
Was that the name of the aliens that had these laser beams out of their ships?
If you've never seen uh if you've never seen Babylon 5, you don't know what I'm talking about.
But it seems to me that one good laser defense system could take out an awful lot of uh drones and missiles over time.
Maybe version 1.0 I know is not, you know, not the be all end all, but assuming, you know, some rate of progress of improving the laser beams, uh maybe the advantage will go back to the ground and maybe the drones won't have as much advantage, but then the drones will get better.
So, we'll see.
Um I saw a post by Mike Cernovich today.
He said that uh focusing on Islam hides the real problems.
He said, "NOS's who steal our money to bring in low IQ people who can't function in the US." And he says about IQ, that's what you're not supposed to notice, IQ and civilization.
Um, I've I've made a similar point um over time, which is if we can't treat IQ like it really matters, how could we really survive?
because IQ is probably among the top variables that you should consider with not just immigration but hiring almost anything.
Uh IQ should be like right at the top of things that will predictably make a difference.
And it it feels to me that even though Trump is provocative when he talks about Tim Walls being I feel like we may be entering a point where you can talk about IQ without being called a racist because you know that's what's going to happen, right?
So we might be on the verge of something good if we just can talk about it.
Can you just let us talk about it without getting cancelled?
You don't have to agree with us, us being, you know, whoever would have the same opinion as me and in this case, Mike Cernovich, but you don't have to agree with us, but can we even talk about it because it seems pretty darn important to me that uh the the smarter the people you bring in, the better your country is going to be.
So maybe we're seeing a little bit of movement in that direction.
Um, let me just skip that story.
Oh, also Elon Musk um was asked in the podcast I was talking about earlier about simulation theory and he went on and explained his view that uh statistically speaking we're more likely a simulation than not.
And uh of course a lot of people don't agree with that and you probably know that uh I believe that we're a simulation and uh I like being on the same side as Elon Musk because it's sort of a philosophy slashlogic slashiq question.
Um and here's what I realized.
You can't really have a debate about simulation with someone who is religious.
Not because they're wrong.
And and I have to say this really carefully.
I'm not religious.
So when I look at it, I'm just looking at uh how do I calculate the odds of this versus the odds of that?
But I'm I'm unencumbered by um a religious starting place.
But and I also remind you that I'm very pro- relligion.
I just don't happen to be a believer.
I think that the people who are believers have a clear advantage in life.
It's a it's a lifestyle, you know, hack.
I think it makes you and your family more successful.
So, I'm very pro Christianity.
Very pro.
I just, you know, can't get there with my own belief system.
So my my take is if if you argue the simulation, the idea that we're uh literally programmed by some other entity, that you can't have that conversation really with a believer because the believer has to start with a conclusion and then and then reason backwards because nothing's going to talk you out of believing in your God.
Like that's not going to happen because somebody said, "Well, what about the simulation?" You're not going to abandon your religion.
So if you're already starting with the end point, there is a God.
God made us.
There's no nowhere to go on that.
And that's okay.
All right.
If that sounds like a criticism, it's the opposite.
If if you're starting with the assumption that there's a, you know, God of the Christian Bible, I think you've picked a really good lifestyle.
I think you have an advantage in life and I'm all for you embracing that for the rest of your life, teaching your kids, spreading the word.
All for it.
But let's not pretend that you're starting from zero and and you're trying to logic your way into the simulation or logic your way out of Christianity.
It's not it's not the right domain.
You know, if you didn't get there by logic, and I don't think most people get there by logic.
You can't be talked out of it with logic.
You've heard that before, right?
You can't talk somebody out of something that they talk themselves into.
I want to say irrationally, but that sounds like an insult and that's not what's intended.
I mean, belief and faith are their own domain.
You know, logic and facts, very important, but separate domain.
They can often work together.
It doesn't mean that you're, you know, if if you have a religious belief, it doesn't m it doesn't mean that you're somehow, you know, unable to do reason.
Of course, you can you you can fit them together very well.
But having a a debate with somebody who's starting with the answer, I've never seen that work.
And again, I want to be as complimentary to religious people as I can because I think you have a clear advantage in life.
And uh I'm all for it.
Um and I also noted, and this got people pretty worked up, uh that when people debate the simulation theory with me, their arguments sound to me like word salad.
Now, if you don't know me and you haven't followed me for a while, that would sound like I said, I know the answer and you don't.
That's not what I'm saying.
I'm saying that to my ears it sounds like word salad, but there are two possibilities as somebody pointed out in the comments.
One possibility is that I have the right answer and the people who have the wrong answer are, you know, confused and so it sounds like word salad.
But the other possibility that's exactly equally possible is that the problems on my end.
Will you will you give me that?
Will you give me that I'm completely aware that the reason it might sound like word salad is because my brain isn't quite, you know, processing things correctly because that that would feel the same to me.
So when I say it sounds like word salad, don't take that to mean I'm right and you're wrong because that I don't know.
I don't know who is right.
I just know what it sounds like.
And I would also say that a lot of people argue the consciousness argument and they say, "But Scott, you can't get a digital being to have a consciousness and yet humans have a consciousness.
So therefore, you lose the argument because if if these digital beings don't have a consciousness, well, they're obviously not what we are because we've got a consciousness." To which I say that depends how you define consciousness.
If I get to define it the way I think is a good definition of consciousness, you could definitely give that to a digital being.
If you have a different definition of what consciousness is, it's entirely possible that nobody could program whatever your version is.
So sometimes you think you're arguing from, you know, a common understanding, but I think that consciousness, we never really agree what that is.
So I can't really have a debate with you about whether a digital being has consciousness if you don't think consciousness means the same thing that I do.
So you kind of can't get there from here.
um debating the simulation hypothesis and then I saw somebody else uh attack my description of it as a hypothesis.
They said, "Scott, you know, first of all, it's not a hypothesis technically." All right, but is that really an argument?
It is what it is if I call it a hypothesis or not.
So um I I think we will forever be in uh you know on different sides of whether a simulation hypothesis is credible or not and I don't mind that we don't have to agree on everything all the time.
All right ladies and gentlemen that is all I wanted to say for today.
Uh kind of a fun day in the news.
We'll keep an eye on the stock market and see what happens today.
But I'm going to say a few words privately to uh my beloved subscribers on locals who I don't spend enough time with.
But the rest of you, I will see you tomorrow.
I hope you got something out of this and uh have a wonderful Monday.
All right, locals.
I'm going to be with you in
Come on in. It is good to see you again.
I tell you, it feels like it's been
forever, even though it was only
yesterday. But that's how much I missed
you. Oh, wait a second. Whoa. What is
that? Hold on. Oh, no. Oh, no.
Ah, it's okay. It's just the Dilbert
calendar.
It was so amazing that I thought, well,
what can it be? But if you're not done
shopping, get your Dilbert calendar from
amazon.com. It's the only place you can
get it.
All right, now that I've done that
little sales pitch,
I guess we'll have to get serious. I got
a show for you today. Wow. So good.
Good morning everybody and welcome to
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It's called Coffee with Scott Adams and
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All right, let's see what's happening.
Um, is there uh anything that I've been
saying for years that is now the subject
of scientific revelation?
Yes.
According to Eric Nolan on Cypost, did
you know that participating in activist
groups is linked to increased narcissism
and psychop psychopathy
over time? Well, it turns out that uh
according to science,
um if you happen to already be a
narcissist or a psychopath, you're more
likely [laughter]
you're more likely to get involved in uh
in activist groups. But not only does it
work in that direction, but if you are
not especially narcissistic or
psychopathic,
uh being involved in one of those uh
activist groups might turn you into it.
So, it's a sort of a two-way thing.
Now, does that sound like something that
surprises you? Totally. No, because
you're probably in the same bubble I am.
And conservative thinkers have been
saying this for years. I mean, several
years. When was the first time Jordan
Peterson
uh told you that uh the what is it? The
cluster B personalities tend to be on
the left and they tend to be in activist
groups. So, we kind of saw that one
coming. No big surprise there.
Well, did you know according to the
University of California Riverside that
the soybean oil, the oil, the soybean
oil has a hidden fat derived molecule
that might fuel obesity.
In other words, uh soybean oil makes you
fat.
I don't think it happens to every single
person, but uh there's a lot of it. Have
you ever done an experiment where you go
to the grocery store and try to find any
packaged item has to be packaged that
doesn't have soy in it? Have you ever
done that experiment? You you could
start at the end of the shelves for
whatever section you're on. Doesn't
matter what section. Then pick up the
first package you see and and see if
there's any soy product in it. There
will be. Then put it back. go to the
very next thing next to it. There's soy.
I I once looked
like for probably an hour to see if I
could find one damn thing that didn't
have soy in it. Now, there might be some
obvious exceptions, like if you're
buying something that only has one
ingredient, you know, it's not
necessarily soy, but if you have
anything that has multiple ingredients
in it, oh yeah, you're eating soy.
So, I don't know if the soy beans and
the soy oil have the same impact, but
beware. Well, Aira the Dawn
um has released a little preview of
another piece of music that features me
uh as the vocalist.
[clears throat] It's so funny to hear
myself say that, that uh that I'm the
least musical person in the world. Yeah,
I play a little bit of drums. That's
about it. But uh to to live in a world
in which Kira the Dawn has incorporated
my podcast voice as sort of a a layer in
his music. It's kind of really
innovative and fun. And I guess he's
going to drop the album that would have
a number of songs that he put together
like that that would feature my my voice
and his music. So that's coming December
19th. But there's a preview if you want
to see one of the new ones that's on my
feed or you can find it on Akira the
Dawn's feed. Anyway,
um did you know
well you you're going to know in a
moment that uh according to Newsmax Mark
Swanson's writing that uh according to a
poll 63% pled say a four-year degree is
not worth the cost.
um and that more than six and 10
registered voters think a four-year
degree is not worth the cost according
to new NBC News poll.
Now, so the the respect
I guess that's the right word for a
four-year degree is sort of at an
all-time low or at least in the modern
in modern times it's low. Do you think
that that is
first of all a good representation of
reality?
I think it is a good reputation good
representation of what people think
about the college degree. But do you
think they're just being influenced by
the fact that it's too expensive? And if
you ask somebody who doesn't have one,
what are they going to say?
>> [clears throat]
>> If I did not have a four-year degree
and you asked me today, uh, how
important is it? I'd probably say,
totally unimportant.
Yeah, you shouldn't get one. And then
I'd go off and get one. So, I had an
advantage. So, here's my advice.
It's probably not essential that you get
a four-year degree,
but it's a competitive world. So, if you
can get one, you know, if it's within
your financial and or other abilities,
you should definitely get one
because you're going to be competing
against people who don't have one. And,
you know, maybe you're lucky and you get
an employer who genuinely doesn't care.
you know, there are more of them every
day, but the odds of running into
somebody who does care, you know, maybe
because they have one themselves or they
went to the same school or whatever,
it's pretty high. So, I would say from a
maybe a logical perspective, it's not as
necessary as it used to be. But if
you're looking at it from a strategic
um employee perspective, yeah, you
should get one. If you can do it without
burdening yourself financially for the
rest of your life. Now, you don't want
to do it at all costs. You want to do it
at a, you know, reasonable cost for your
resources. But yeah, I would definitely
I would definitely play the advantage if
you if you have the option. Um, you know
what Poly Market is? It's a one of those
betting sites. It's the big betting
site. Well, apparently, um, the betting
sites are more accurate than opinion
polls.
So, once people put their money on it,
they're way better at predicting than if
you just say, "Hey, what do you think?"
Um, so the uh I guess one of the
founders or the CEO was talking about
that and uh
so keep an eye on poly market because
it's going to tell you more than
opinion. However,
it makes me ask this question. Don't you
think that if you had some way to know
who had been really good at predicting
in the past
that you'd like to see just those people
predicting the next thing?
Wouldn't that be a lot better?
Why would I take the average of people
who are terrible at predicting?
Meaning that they didn't win anything,
you know, because you could see if they
ever won anything on Poly Market. Why
would I want to see the average of the
people who never were right mixed in
with the average of the people who were
right most of the time? What the hell
good is that? [laughter]
Wouldn't it make a lot more sense if you
could go to Poly Market and say, "Show
me the people who have been right more
than 60% of the time on whatever topic
it is." Of course, that would be better.
How about um if it's something that
maybe is a new category or something,
wouldn't you like to see the people who
were the most well-informed,
why would I why would I take the average
of people who were poorly informed on
the topic? Let's say the topic is
crypto.
Do I really need to see, you know, my
idiot? Well, I won't say that, but um do
I want to see my plumbers's opinion on
crypto
mixed in with David Sachs opinion?
No. No, I just want to see David Sax's
opinion. I don't want to see my
plumbers's opinion on crypto.
So, I think there's a whole level
where this prediction thing can can go
up a level. Uh they just have to give us
a way to know who's been good at it in
the past.
Well, Trump is teasing that he's already
picked the replacement for Jerome Powell
to be the head of the Fed. We don't know
who that will be, but he's sort of
hinting by being koi about it that uh
Kevin Hasset is likely to be picked.
That's that's not confirmed, but that's
what the smart people think. Now, Kevin
Hasset is already in the administration.
I don't know his exact job, but it's
something economic. And
um I'm pretty sure he would take the
job. I think he was asked and he said
the generic answer, which is, you know,
he would do what the president wants him
to do, which is sort of a yes. Um but
apparently the markets are poised to
love it if he gets picked because he's a
lower lower those interest rates kind of
a guy. and markets love that. So, if
Kevin Hasset does get picked,
um there there's likely to be a bump in
the market. Now, keep in mind, I do not
give financial advice.
So, there are lots of other variables.
So, maybe he gets selected on one day,
but it's the same day that some other
thing falls apart. So, it doesn't mean
the markets will definitely go up, but
uh apparently they'll be at least
friendly to him um and likely to go up.
Now, in other news, speaking of David
Sachs, New York Times had a hit piece
about him and uh he he's he's pushing
back on it pretty hard. And the the New
York Times tried to make the argument
that he had some kind of uh conflict of
interest on AI or crypto and that his
own investments somehow blah blah blah.
Well, apparently that does not stand up
to scrutiny
and there's some some idea that the New
York Times is, you know, it's just a
headpiece basically, meaning not too uh
not too reliable. Now, the funny thing
is, if you were to compare the
credibility of the New York Times
to the credibility of David Sachs, which
one's more credible?
It's not really even close.
It's Sachs. If you were to look at his
lifetime of, you know, whatever he's
said in public, um, compared to a
lifetime of what the New York Times has
reported to be true, I'm pretty sure he
would win if there were some way to
actually compare those things.
But I did notice that uh, Naval
Ravocant, who I mention often, um, he
posted about that, about the New York
Times hit piece. He said, "There are
lies, damn lies, and New York time
headlines."
Now, Naval, who I sometimes refer to as
the smartest person in the world, um,
but let's call him the wisest person we
know. So, he's famously non-political,
but this is a little bit political. Not
really. It's more about one person, but
it, you know, he's he's got one little
toe in that domain, which is unusual. He
he usually stays completely away from
the the political nonsense and you know
deals with
weightier you know life issues etc. But
here's the thing this made me that made
me think about this.
Um do you remember when Bill Clinton was
running for office and he famously said
that if you elect him you get Hillary
for free.
And before we knew before we knew who
Hillary really was, that seemed to me at
the time uh like a good deal. I thought
to myself, "Wow, really? If if you get,
you know, if you get Bill Clinton as
president, which at the time, I have to
confess,
I I was supporting Bill Clinton." And so
I thought that was a good idea. And then
when you see how uh capable Hillary is,
I thought, well, that's actually a
pretty good argument. Two for one. You
know, who hates that? Now, it turns out
Hillary was not really the one you'd
want to get for free,
but we didn't know that at the time. So,
it seemed like a good idea. Likewise,
when you when you vote for Trump, you
get me for free.
Think about it. Would I be doing what
I'm doing if Trump were not the
president or earlier um when he was
running for president? Not really. I
mean, I I became, if you can call me
political, I guess you could. I only
became political because Trump
specifically
was a persuader and you know that was my
angle in and so you got me for free. I
literally wouldn't be involved except
that Trump is the key player. And so you
get whatever value you think I might add
and reframing things or helping with
messaging, whatever, is free. I'm not
charging anybody anything. I mean,
obviously I monetize some of my feeds,
but in terms of politics, nobody's
paying me for that. I don't have any
kind of job. You get me for free. And
then I see that you know Naval
commenting on Sachs they know each other
and it occurred to me that when you hire
David Saxs for your government you get
an entire network of all the smartest
people in Silicon Valley naval just
being let's say the tip of the spear
there of smart people. You get all of
that for free. And nobody ever talks
about that because, you know, Sachs, if
you looked at his, let's call it a
rolodex, even though that's an old term,
he could call almost anybody and get a
second opinion on anything. He He's just
really wellconed, but also has a great
reputation um in the investment tech
community. And you get all of that for
free. Nobody ever talks about that.
Isn't that Isn't that funny? Because
that's really worth a lot. That the fact
that he, you know, he's one phone call
away from an intense network of the
smartest people in the world.
Um, and he could contact me if he ever
wanted to. I [clears throat and snorts]
I follow him on X. I think he follows me
back. So, you get me for free, too. if
if there was anything that I could ever
add to what he's doing. I doubt it
because it's not like I know much about
crypto or AI compared to him. Anyway, so
don't forget what you get for free.
Um Elon Musk was doing a podcast
recently where he had lots of uh
quotable moments. Um we'll talk about a
few of them. One of them was uh so Elon
has predicted that money won't have any
value in the future and instead it will
be energy. So energy will be the true
currency. And because Bitcoin
can only be created with energy because
the computer has to do a lot of
crunching to create create a new Bitcoin
and the ones that we have were created
by energy that uh Bitcoin is uh let's
see what did he say? He said uh
long-term I think money disappears as a
concept.
Money disappears. How would you like to
be the richest person in the world, Elon
Musk, and know that almost certainly
money will become worthless?
He's going to go from the richest person
on the entire planet to, "Oh, uh, you
want to you want a new car? I want a new
car. We can both have a robot go build
us one." I'm simplifying a little bit,
but uh but uh Elon predicts a world
where the AI and the robots will make
essentially everything you want close to
free and it doesn't matter who you are,
it'll just all be sort of free. Now,
that's a very optimistic prediction.
Um but he takes it further and uh I I
like having this to cling to. I don't
know if it's true, but he predicts that
uh quote uh uh I think the future we
probably won't have money. Energy and
power generation will become the de
facto currency. That part I agree with
completely and I've said the same thing.
I I believe that energy was is the new
money. Uh and maybe Bitcoin is just the,
you know, the standin for the energy.
But uh he did say um that the only way
out of debt in the future the only way
literally the only way
there [clears throat] there's not a
second way to escape our debt burden you
know our 38 trillion or whatever it will
be by the time we start turning it
around. The only way that that will get
remediated is if the world of robots and
AI is so stimulative
that it makes even our $ 38 trillion
debt seem small. Now, I might not be
doing the best job of explaining it, but
did that make sense? that essentially an
entirely new economy is about to emerge
and it will very quickly just swamp in
size the entire existing economy. So it
might be 10 times it, 100 times it. We
don't really know. It's uncharted
territory. But uh that world
according to Elon Musk, the smartest
person you know is the only way out.
Otherwise, we're literally doomed. We're
doomed. So,
uh let's hope that the robots and the AI
make a lot of money. Now, here's the
part I don't fully understand.
How could it be that money is worthless
at the same time
that we're making so much extra money
from robots and AI that it compensates
for our debt or pays it down or or
minimizes it? I I feel like there's
something missing.
Like it can't be true that
that the AI and robots become this
substitute for money. at the same time,
everybody can have everything.
Or or could it be that all the people
who hold the debt
um wouldn't care if they never got paid
back because everybody can have
everything for free?
So, I haven't quite figured out how that
all fits together, but I love hearing
that there's at least one possibility
that the smartest person, you know, who
isn't who isn't Naval, uh, that the
smartest person, you know, aside from
Naval, thinks that there is a way out.
Not guaranteed. Uh, I don't even know if
he's going as far as to say it's most
likely. He didn't say that, but at least
there's some possibility. And that's
more than I thought we had, honestly.
Well, speaking of that, um,
according to Zero Hedge, our tariff
revenue has surged to a new high. So,
31.4 billion in October. So, that's just
from tariffs. And uh what percentage of
our total uh tax revenue do you think
that is? Well, I asked uh AI chat GPT
and apparently our the amount that we
collect in income tax per month a recent
month October is a little over 400
billion.
So now we're up to something like 8%
of our entire uh incoming revenue from
taxes. About 8% of it
um is tariffs. Now that's 8% we weren't
getting before. So it's, you know, it's
on top of the 400 million billion 400
billion. And I have to admit, I didn't
think the tariffs would ever get to 8%.
And so Trump is, you know, teasing that
maybe he would get rid of income tax and
have only tariffs someday if if the
tariff number kept going up. I don't see
how that's possible,
but if I'm being honest, I also didn't
see that um tariffs would ever reach 8%
of our monthly tax revenue.
To me, that's a lot. 8%. That's pretty
impressive. So, I'm going to say all
bets are off. Um, we don't know how big
that could get. I still don't see a path
to get all the way to no income tax and
tariffs do everything, but I'm not going
to I'm not going to rule it out now. So,
I'm move I'm moving from, well, there's
no way that's going to work to I don't
know. Maybe, maybe.
Uh let's talk about Mark Kelly, Senator
Kelly, who as you know is part of what
we're calling the sedicious sex. Uh one
of the six Democrats who did the video
saying that the military should uh
should not obey illegal orders. So, he
goes on Meet the Press yesterday and uh
he was asked by the Meet the Press host
if he would refuse an order uh if he had
been in the military and he had been
asked to attack the Venezuelan drug
boats, would he consider that an illegal
order?
That is a good question.
So, if you're thinking that NBC is going
to give him a softballs, well, that
wasn't a softball. That that that
question was exactly the question I
wanted to be asked. Would you interpret
this as an illegal order if you had been
asked to blow up one of these Venezuelan
narco boats? Well, here's what Kelly
said. Rather than answer the question,
he avoided the question. Huh?
He had just said that it's sort of
common sense and any reasonable person
can certainly tell the difference
between an illegal order in the military
and a and a legal one. And then when
he's asked to get a specific example,
is this legal or illegal? He changed the
subject and he reinterpreted it by
saying, "Well, the news story recently
about Hagsath uh alleges that there was
a a secondary attack on one boat, the
first one, I think, that killed the
survivors."
So, he said, "Well, you know, we're
really talking about, you know, that
second order." But he didn't really
answer the question at all. Now, how can
he have it both ways? How can it be that
a reasonable person can definitely look
at a real world situation and they would
definitely know what is legal and what
isn't? So, there'd be no real ambiguity
in the real world. But he couldn't
answer the very first question.
He had to avoid the question because he
couldn't answer it. And you know what? I
don't know the answer to the question
either. So, even if you take the the
story about Heg Seth uh to be true, and
by the way, I don't think that is at all
uh confirmed, that that's an allegation,
a whistleblower thing. I don't know that
that will ever be confirmed that there
was a there was a standing order of some
kind that you had to kill all the people
in the boat. I don't know. Uh, I'm not
assuming that that's a real I'm not
assuming that the allegations will be
proven now. But let's say they were
just to take this this question to its
logical conclusion. What if you were in
the military, you took out the boat and
you said, "Okay, that part's legal
because they're they're terrorists
and uh you know, I've got the legal
authority to do it." But then there are
these two alleged two survivors
and then suppose you had the question of
do you take them out too or do you try
to rescue them because they they live to
which I say how does that work with
terrorists in general? If you were in an
airplane over land and you spotted some
terrorists, be they al-Qaeda or someone
else, and you knew that's who it was, so
you knew that it was al-Qaeda and they
weren't in the they weren't in the act
of doing a terrorist thing, but they
were definitely preparing for it. So,
let's say they were loading bombs onto a
truck, and you knew that they had bad
intentions for those bombs. Could you
kill those terrorists from the air if
all you knew is that it's al-Qaeda
and they were preparing some bombs?
To which I say, I don't know, but I
think it would be legal. So I asked Chad
GBT, is it illegal for the military to
kill a terrorist who is preparing a
terror act?
What do you think the AI said? I asked
chat GBT in this case, not Grock. Grock
had some issues this morning, so I was
using chat GPT. What do you think in the
comments? You tell me. Do you think that
AI said, "Oh, it's totally legal to kill
a terrorist if they're in the act of
preparing a terror act."
Well, here's what it said.
He said, "In general, under
international law and the laws of armed
conflict, it is not necessarily illegal
not necessarily illegal for a military
to target and kill a terrorist who is
actively preparing an imminent terror
attack. And then it goes on and explains
it. Now we are we are soundly into gray
area here, right? If I if we have
declared that the the terrorists I'm
sorry if we have already declared the
government that the narco boats are
terrorists because they're delivering a
weapon of mass destruction to our
shores.
that makes them terrorists who are in
the act
right in the middle of the act of doing
the terror thing which is delivering
these drugs to our shores. So even
though two of them, you know, survived
the first attack, if they were al-Qaeda
and they were on land and they were
loading bombs onto a truck, you don't
think we'd kill any survivors if we had
to if it took a second shot?
I think we would. And it doesn't feel
like that would be illegal to me. Now,
I'm not in the military, so I'll never
have to make that decision. But are you
telling me that the average person in
the military or I'll say it a different
way. Are you telling me that every
person in the military or, you know,
almost every person would have the same
opinion about what I just described?
Would they? To me, it seems obvious that
people would have different opinions.
So, [snorts] if it's obvious that people
could have different opinions about are
these terrorists in the act of a terror
attack
or are they not?
Uh, I think Mark Kelly's argument just
falls apart
because I if I can't answer the
question, are you telling me that just
being in the military would have helped
me? I doubt it.
Do do [clears throat] you think that
they had a training class that covered
that you exact situation?
I doubt it. I doubt they had any
training that was specific to that. And
I don't think that the generic
understanding of what's legal and the
generic understanding of what a
terrorist is. I don't think that gets
you there. I I think that's a genuine
gray area.
So,
to Kelly's argument that anybody in the
military would know the difference
between a legal and an illegal act, that
doesn't even feel like it's close to
being true. I feel like most of the
things in the real world are messy and
that there would be just all kinds of
gray area. This is just an obvious one.
And it, you know, we didn't even have to
look for a weird example, right? I'm
literally taking the example that's the
headline in the news right now.
If [laughter and clears throat] if the
headline that's in the news right now,
even that one, we can't decide if that's
a clear case of illegality or not,
what's the next one going to be? Anyway,
terrible argument, but it's getting more
interesting because apparently there is
some existing law that I believe has not
been used maybe for I don't know decades
or hundreds of years, but there's some
law that says that it uh it's a felony
with up to 10 years in prison for anyone
quote with intent to interfere with,
impair, or influence the loyalty,
morale, or discipline of the US military
or naval forces. is uhoh is literally a
felony
for what the uh arguably, you know,
court would have to decide, I guess, but
it looks like a felony that the six
Democrats even made that video cuz don't
you think that they would have known
that that would have uh an impact on
interfering or impairing or influencing
the loyalty, morale, or discipline.
I I feel like you can make the case. I
don't know that any, you know, jury
would necessarily convict people for
free speech. You know, probably free
speech would win, I'm guessing. But this
is a real risk if you were one of the
one of the people telling them the
military that, you know, maybe they're
going to be getting illegal orders more
than they've ever gotten before.
I don't know. That looks pretty pretty
sketchy.
Uh, also another Elon Musk
um ism coming from his recent podcast. I
would love to give credit to who was
interviewing him because I got a lot of
good stuff, but I did not see it in what
I was looking at. So, I apologize. If
one of you knows who this podcast was
with, put it in the comments so at least
the other people can see it. I want to
give him a shout out because he did a
really good job getting some good stuff.
So Elon Mus was talking about what Doge
and the Doge experience taught him. He
said it was uh like a very interesting
side quest,
which is a funny way to put it. He said
fraudsters necessarily will come up with
a very sympathetic argument. They're not
going to say, "Give us money for fraud."
Uh, he went on. It's going to be like,
"Save the baby pandas NGO," which is
like, "Who doesn't want to save the baby
pandas? They're adorable." Uh, but then
it turns out no pandas are being saved
in this thing. It's just corruption
essentially. And then you're like, "Uh,
well, can you send us a picture of the
panda?" And they're like, "No."
>> [laughter]
[gasps]
>> and [clears throat] he goes, "Okay,
well, how do we know it's going to be
pandas then?"
And that does pretty well capture my
understanding of what our government and
the NOS's and where all our own money is
going. I did not know that before Doge.
My entire understanding
of the country, the the debt, the
government, all of that changed
radically when I learned what Elon Musk
is describing is actually the normal way
we're operating. If this had been a a
oneoff, like, well, there was that one
time the band people pulled one over on
us. No, it's not one time. It's the only
way it works.
It's a universal effect. It's not the
exception. It's the way everything
works. I didn't know that. I mean, that
would be beyond my most cynical,
skeptical view of how anything works. I
had no idea. I did know, to my small
credit, I did know that at the city
level
100% of things are corrupt. I've been
saying that for a while.
um the city, the people who are
allocating money, your tax money for
city services, of course they're
corrupt. you know, maybe not day one,
maybe not the first person who ever gets
the job, but over time, you're going to
[clears throat] attract the people who
know, you know, if I were the mayor of
this smaller city, uh, I'll bet I could
direct these contracts to my friends,
and I'll bet they would find some way to
repay me that was not easily trackable.
So over time, our system largely
guarantees because we don't do any real
audits in government. It largely
guarantees it's going to be corrupt. You
just have to wait a little while. You
know, the the only question is, have you
waited long enough for the corrupt
people to get in and never leave?
Because why would you ever leave? I
mean, once you get in there, if you're
gonna stay, you're gonna stay.
So Doge completely changed my view of
the world. And that's a big deal because
I think same happened with other people.
Speaking of Tim Walsh, governor of uh
Minnesota. So Minnesota Department of
Human Services, I guess there are 480
employees who have signed on to the idea
that uh the hundreds of millions of
dollars that have been stolen by mostly
Somali related gangs um who were
pretending to have saved the panda and
other charitable things, but really they
were just completely corrupt. And they
sold they they stole hundreds of
millions. And uh you wonder how is that
even possible? How do you how do you how
do you steal hundreds of millions over a
lengthy period of time and nobody
catches you? Nobody there's no red flag.
Well, according to 480 people in the
Department of Human Services in
Minnesota, Tim Walsh was in fact
informed on multiple occasions about all
the red flags of corruption. And instead
of looking into it and and stopping the
corruption, what do you think he did?
Take a guess.
Tim Walson, who is a Democrat, not only
a Democrat, but the one that Kla Harris
thought would be good choice for her
number two, her vice president. What
What do you think? What do you think he
did the multiple times that credible
people said, "Hey, it looks like they're
stealing gigantic amounts of our money.
Maybe we should look into this." What do
you think he did? Well, I wasn't there,
but according to the Department of Human
Services, 480 people, he retaliated
against the whistleblowers.
The worst thing a human can do if you're
in government is to punish the
whistleblowers.
Now, what' they say? They said, uh, he
disempowered the Office of Legislative
Auditor. Oh, so they at least had some
handwaving at an audit, but he
disempowered it, so they wouldn't be
effective. Uh, he allowed agencies to
disregard their own audit findings. Oh,
okay. Well, you can do the audit and you
can find problems, but then we're going
to ignore them.
And uh and then he he retaliated against
the whistleblowers. So that
it it seems like
Minnesota was a Ukraine
um Zalinski level corruption. We're not
talking about small dollars. We're not
talking about, you know, a governor
guided a contract to his cousin. We're
talking about enormous
organized
theft.
And I can't believe that Walsh had no no
benefit from that. Like why would he try
so hard to keep the criminals in in uh
in power? I don't know. It also makes me
wonder if that's the reason he was
chosen as vice president.
You know how we speculate
that uh the people who rise to the top
at the Democrat side, we speculate that
it's only because they are criminals and
that the other people who are also
criminals want to make sure that they
have, you know, some kind of blackmail
against them. But really, it's just a
big criminal enterprise. So the people
who are themselves criminal make sure
that they only choose as their running
mate in this case another criminal
so that if that criminal ever decided to
turn them in, they would then themselves
be turned in. So you've got this
mutually assured destruction thing. And
I would have said honestly a few years
ago I would have said that's nonsense
and that that just sounds like
conspiracy thinking. It's like come on.
Come on Scott. Do you really think that
Kamla picked for her vice president the
most criminal person they could find
because that's the person they could
control? Really Scott? Do you think that
actually happened in the real world?
Yes, [laughter]
I don't have proof, but come on. I mean,
it's just starting to look so obvious
that the Democrat party is just a large
criminal organization
that depends on having people in it who
aren't willing to talk to turn in the
other people who are in it. It doesn't
look like that's necessarily the case on
the Republican side, but I wouldn't rule
it out, right? There could be some
pockets of that on both sides.
So, um Trump was asked about uh Tim
Walls and he said uh that Tim was quote
the seriously governor of
Minnesota
that he [clears throat] does nothing
either through fear, incompetence or
both. Uh Trump wrote that in a truth
social. So then Kristen Welker of uh
Meet the Press a asked Tim Walsh about
Trump's statement that he was quote um
seriously
And Wal said we cannot allow this to be
normalized. You can't use that language.
Well, you can, but you shouldn't. He
said,
um, well, you know, here I'm going to
agree with Tim Walson. Um, I don't think
that Trump should have called him
seriously because I don't think
there's anything serious about that guy.
Okay, you were going to do it if I
didn't. Um, I don't love the use of that
word. I I understand why people don't
want it to be used. It's, you know,
there there are too many people who have
genuine,
you know, disabilities, etc. So, it's
not my first choice, but I like free
speech. And I do enjoy [snorts]
when Trump entertains his base because
it is pretty entertaining uh while he's
doing his job.
You know, Trump is the only president
who can have an entire floor show of
entertainment. And that's what I would
call this. It's like a floor show of
great entertainment just to watch how
people react. Just to watch how Meet the
Press handled it, just to make the
dumbest Democrats obsess on it, just to
make them think of whatever is the least
important thing that's happening in the
world and and get them to treat it like
it's the most important. That's funny.
and and the fact that the the base I'm
pretty sure that the Republican base
thinks it's just funny. Now, a lot of
people probably are where I am, which is
I wouldn't use the word in public. I
mean, not the way he used it. I wouldn't
do it, but I don't care that he did
because, you know, Trump is a unique
character who oversteps the bounds of,
you know, polite
conversation
routinely. Once you get used to it,
[laughter]
it doesn't seem like the end of the
world. It just feels like he's doing a
bit. And the bit is how angry can I make
them? how how much time can I make them
spend talking about that and not about
me, you know, not about me policy-wise.
So, I kind of love that he does it. It's
very funny.
Um,
so CNN and uh Brian Stelter uh was not
happy that the White House has a page on
the internet dedicated to all the hoaxes
that come out of the media. And uh so uh
Brian Stelter was saying that uh the
White House has launched a web page that
targets reporters. Well, does it target
reporters or does it report
when reporters are hoaxing and you know
fake? Well, I would I would argue it's
the latter. But then Brian Stelter says
uh he thinks that Trump is doing it, in
other words, that the page exists for
the purpose of quote delegitimizing the
media.
To which I say, uh yeah.
Yeah, that's exactly why they do it. You
didn't discover this. That's the whole
point of it is to delegitimize
the media. But was the media legitimate
before that page went up or is the page
a response to the fact that the media is
not legitimate?
Well, you know my opinion. If the media
had been legitimate,
then I would not be in favor of a page
that, you know, incorrectly said that
they had had lots of hoaxes.
But because the hoaxes that are listed
are genuinely hoaxes or at least you
know fake news.
If they weren't genuine examples and if
there were not lots of them and if they
were not spread across multiple you know
media well then I'd say you know that's
going too far. It's wasting my tax
dollars. You know why are you putting up
this page of lies?
But that's not what's happening. the the
the hoax page that the White House put
up is because there are a whole bunch of
hoaxes. Yeah, he is delegitimizing the
media.
Is that bad?
No, delegitimizing hoaxers
is exactly what we need. So, thank you
for that.
All right. So, uh, Amy Clolobachar,
Democrat, um, she was also on CNN and
CNN asked her this question. Does
Minnesota have a problem with gangs
roaming the streets? Now, that would be
her state. So, what do you think she
said to the question, does Minnesota
have a problem with gangs roam roving
the street?
Because apparently that is a problem.
But what would Amy Clolobachar say?
Because if she says yes,
gangs are roaming the streets that would
suggest that maybe Trump is doing the
right thing by sending the National
Guard. So, she can't really agree
with something that I think is just
observably true. Um, and it would be the
reason that uh CNN even asked the
question, does Minnesota have a problem
with gangs roping the roaming the
streets? So, Cloverar's answer was
quote, "Every state has a problem with
crime."
Uh,
really,
does every state have a problem with
that kind of crime? Because that was a
pretty specific question. The [snorts]
question that was not asked is, "Does
Minnesota have crime?"
Nobody asked that. Of course, every
state has crime. They're talking
specifically about gangs roaming the
streets.
I don't know if you've ever been to
Hawaii.
Do you know what you never see in Maui?
Gangs roaming the streets. Now, does
that mean there's no crime? Well, even
in Maui, which is very safe, there's a
little bit of crime. I've never seen
any, but I'm sure it's there. What about
uh Alaska?
What about Rhode Island?
Is there a big problem in Rhode Island
with the the gangs roaming the streets?
All right. Well, so um Clolobachar was
not really finding a high ground and she
was not really reframing it like Steve
Jobs did when his phone was had that uh
problem with the antenna.
Uh you've heard me tell that story
before. She just changed the subject,
which is pretty much all you need to
know about that.
Well, there's uh more news from
Venezuela. Apparently,
u prior to Trump closing the airspace
above Venezuela or declaring that it was
closed, um he had a conversation, which
we didn't know about till now, with
Maduro, now phone conversation, I guess.
And Maduro was apparently asking for
um some assurances that he would get
some kind of a that I think he and his
family or maybe some of his top people
would get pardons
um or I don't know what the right word
is, but basically not be held
responsible for global amnesty. He
wanted global amnesty for all of his
alleged crimes and [snorts] uh I think
for some other people around him.
Trump said, "Nope." Apparently, it was a
hard no. So, nope. No embassy. And Trump
told him allegedly
[snorts] that uh his only option is to
leave to just literally get out of
Venezuela and abandon his position. Or
something very bad was about to happen.
And we don't have to spell it out, but
have you noticed that a big part of our
navy is sitting off of your coast? Did
you know that we have a lot of military
assets that are within striking
distance? And Trump has already said
that the ground war against Venezuela
is imminent.
So Trump is apparently
um doing the Trumpian thing where he has
the upper hand and he's giving up
nothing. Um he's basically saying,
"Would you like to be alive tomorrow?
That's all you have to decide because
there's one way you can do it. You have
to leave right away with no asurances.
Do you think if he left with no
asurances? Maduro, if he do you think if
he left that we would leave him alone
because hey, well, he's gone now. Well,
I don't think he thinks that would
happen and I don't think so either. I've
got a feeling if he leaves the safety of
Venezuela,
um, it's not going to make him more
safe. I feel like he might be doomed in
every scenario, but he might be able to
live a little bit longer if he leaves
Venezuela. So, Trump is giving him
really no good choices or or choices
that would look good to him. I think I
think Maduro tried to negotiate that he
would still have some control over the
Venezuelan military. Well, obviously
that's a hard no.
No, how about you have no control over
the military and you just leave.
So things uh things are coming to a head
there.
And apparently after that conversation,
which did not result in a an agreement
for anything, that's when Trump decided
to close the airspace over Venezuela um
with military means. So Maduro's
probably had a really bad weekend
because he's deciding which way he wants
to die or maybe be jailed for life. But
uh the one thing that's not going to
happen, I believe that Trump has removed
from him any illusion he might have had
that he can sort of keep the status quo,
still be in charge. He's either going to
be taken out militarily, that seems to
be the clear indication here, or he can
leave the country and be exposed
[snorts] to all manner of risks once
he's outside of his little bubble.
uh and those are his only choices. So
given that he only has those choices and
given that I'm sure Trump and the
military will keep squeezing so that he
knows that this is not a bluff. And by
the way, this is not a bluff.
Yeah, you you could you know the
difference, right? And even we can tell
the difference of what would be a bluff
and what is okay, this is just going to
happen. This is in the category of
definitely not a bluff. I'm pretty sure
that Maduro is not going to be there in
a year. You know, maybe a month from
now, you anything could happen, but I
think pretty soon, pretty soon. So,
we'll keep an eye on that.
Here's a uh here's a thing I've been
wondering about with AI. So Sam Alman uh
you all know him creator of founder of
uh chat GBT open AI he so he argued in a
blog post that he wrote earlier this
year that uh the intelligence of an AI
model uh roughly equals the log of the
resources used to train and run it. So
in other words that you could you could
predict how smart your AI would be based
on the inputs. You know if you gave it
more input there would be some reliable
way to know how much smarter it got from
that input. And uh and that there might
be a predictable
um equation there. Now he's calling it
the
uh the log of the resources used to
train and run it. So that would be the
the equation essentially to to predict.
And then it was I saw an article that
was sort of compared to Moore's law. You
all know Moore's law with microchips. Uh
the idea that the number of uh I don't
know circuits on a chip would double
every x amount and that therefore the
chips would get faster in a predictable
way across decades.
And then we observe that sure enough
Moore's law has held amazingly over
decades.
Now did you ever wonder why Moore's law
works? How in the world did Gordon Moore
know that
the technology would increase at just
this rate
to get the doubling that he had
predicted every x whatever? How did he
know that? And what makes that
necessarily true?
And [snorts] I still don't know the
answer to that. So I asked Grock, you
know, what's the logic behind Moore's
law? We do observe that it seems to have
been predictable. You know, it did seem
to predict from many years ago. It did
predict where we would be now. So it's
not nothing. I mean, it predicts. And
I've told you before that the closest
you can get to understanding reality is
if your worldview accurately predicts.
And this does. So that's not nothing.
That's that's a lot. But why why does it
work? And Grock said the logic behind it
is that the number of transistors on a
microchip roughly doubles every two
years. Well, costs stay the same or
drop. To which I say, why why do the
number of transistors on a microchip
roughly double every two years?
Why what what is the law of physics
or any other law that makes that true?
And there's no real answer to that.
So here's what I think. I think it's
marketing.
If you were in the microchip business
and you wanted to make sure that you um
could sell the the upgrade forever, it's
like, well, we got a great chip this
year, but wait till you see what we have
next year. So, buy it this year. Next
year, you're going to want to get that
doubling. Or two years from now, you're
going to want to get that doubling. So,
you better buy the new one. Oh, wait.
Now we have another doubling. So, I
don't know this to be true, but for a
long time, I've suspected that we're
being completely bamboozled by what is
just marketing and that the marketing
pretends that Moore's law is true and
then the technology people design to
that truth. So in other words, it's not
necessarily true that Moore's law holds,
but rather than have a an unpredictable
bumpy ride toward better chips. If you
treat it like it's super predictable,
then everybody can make their plans and
say, "Okay, well, I need this one now,
but in two years, I know I'll have to
upgrade."
I think it's just marketing.
Am I wrong?
Because it's weird that if you even look
for why why the law applies, there's not
really an answer to it. They just sort
of observe that it does. I think it's
marketing.
All right. But, uh, if I'm wrong about
that, I would find that interesting. So,
let me know if if you have a better idea
what's going on. And it makes me wonder
if the AI has the same situation
that uh maybe we're, you know, we want
to make it look like it's predictable,
but maybe it's not.
Well, over in Israel, Netanyahu has
officially asked for a presidential
pardon for what are his alleged
uh corruptions.
So he and his wife Netanyahu and his
wife are being um accused of accepting
more than $260,000
worth of luxury goods including cigars,
jewelry, and champagne from billionaires
in exchange for political favors and
maybe uh some favorable coverage from
Israeli media outlets
uh which is sort of separate.
Now, let me give you my take on that.
I don't know if this is true. I mean,
Netanyahu would say it's political
lawfare and it's, you know, not based on
anything real. But how much do you think
Netanyahu could earn if he were out of
office and giving speeches? What what do
you think would be the market value of
one speech by Netanyahu if he were out
of office tomorrow?
I think it would be over $100,000,
wouldn't it? So when you say that over
some amount of time he allegedly
accepted $260,000 worth of luxury goods,
including things like cigars and
champagne.
Does that mean that some billionaire
invited him to his house and they had
expensive cigars and champagne
and then maybe the billionaire asked him
for a favor when they were done?
Is is that what he's being accused of?
Because that's not much of a crime. I
mean, I'm not even sure it is a crime.
Can you not enjoy expensive cigars and
expensive alcohol
with somebody who is a billionaire who
might also want something? But isn't
that true of everybody? Everybody who
talks to a politician wants something.
So it's a pretty small crime if the two
sight to see is first of all you know
goods like champagne. I mean, how much
is, you know, what are we talking about?
It is Netanyahu gonna sell out Israel
for a really good bottle of alcohol? I
don't think so. Is Netanyahu going to
sell out Israel because he got good
cigars? Like, how good are these cigars?
So, let me be clear.
I'm not uh I'm not defending Netanyahu
and I don't know what he did or didn't
do, but I'm just commenting that his
income potential just as being who he is
is way bigger than this. So even if he
had done exactly what they said, how
much influence would this have on his
decisions given that he could make way
more money than that with a few
speeches? I don't know. does feel like
it's small ball.
Um, and we'll see if he gets the pardon.
I would bet against it.
Um, but it doesn't seem like the biggest
problem in the world, even if he did
exactly what they said.
All right.
Um, also in Israel, according to AFP,
they killed 40 Hamas fighters in Gaza
who are in tunnels.
Don't you wonder how many how many
terrorists are left in those tunnels?
It does doesn't it seem to you that it's
going to be sort of that uh Japanese
World War II thing where there's going
to be somebody in a tunnel that stays
there for 20 years.
I don't know how that would eat, but uh
they're still in tunnels now. So
[snorts] 40 of them got killed. Um,
apparently their assumption that there's
still some number of people still in
tunnels while the Israeli army controls
the surface. Um, below the surface,
there might be this whole civilization
of not that many at this point, but
maybe dozens of people who are just
figuring out how to get out of the
tunnel without dying.
And then uh Israel apparently has now
deployed for the first time their iron
beam laser defense system for shooting
down missiles and and drones. And I
guess that's just going into operation
now. And it makes me wonder if they had
that up and running um during the the
worst of the attacks,
how much a difference would it make? And
how much of a difference is it going to
be
when uh any country that's attacked with
drones and missiles has has a laser
defense system? Because if it works,
everybody's going to have one, right? At
least all our allies will have one. Um,
I feel like that could change everything
because right now the anybody who could
send a deadly drone into enemy territory
would have an advantage because they
could send lots of drones until you know
you overwhelmed the defenses. But if you
had a really good
laser beam defense system,
um, it would look like Babylon 5. What
were the shadow? Was that the name of
the aliens that had these laser beams
out of their ships?
If you've never seen uh [snorts]
if you've never seen Babylon 5, you
don't know what I'm talking about. But
it seems to me that one good laser
defense system could take out an awful
lot of uh drones and missiles over time.
Maybe version 1.0 I know is not, you
know, not the be all end all, but
assuming, you know, some rate of
progress of improving the laser beams,
uh maybe the advantage will go back to
the ground and maybe the drones won't
have as much advantage, but then the
drones will get better. So, we'll see.
Um I saw a post by Mike Cernovich today.
He said [snorts] that uh focusing on
Islam hides the real problems. He said,
"NOS's who steal our money to bring in
low IQ people who can't function in the
US." And he says about IQ, that's what
you're not supposed to notice, IQ and
civilization.
Um,
I've I've made a similar point um over
time, which is if we can't treat IQ like
it really matters,
how could we really survive?
because IQ is probably among the top
variables that you should consider with
not just immigration but hiring almost
anything. Uh IQ should be like right at
the top of things that will predictably
make a difference.
And it it feels to me that even though
Trump is provocative when he talks about
Tim Walls being I feel like we
may be entering a point where you can
talk about IQ without being called a
racist because you know that's what's
going to happen, right? [snorts] So we
might be on the verge of something good
if we just can talk about it. Can you
just let us talk about it without
getting cancelled? You don't have to
agree with us, us being, you know,
whoever would have the same opinion as
me and in this case, Mike Cernovich, but
you don't have to agree with us, but can
we even talk about it because it seems
pretty darn important to me that uh the
the smarter the people you bring in, the
better your country is going to be. So
maybe we're seeing a little bit of
movement in that direction.
Um,
let me just skip that story. Oh, also
Elon Musk um was asked in the podcast I
was talking about earlier about
simulation theory and he went on and
explained his view that uh statistically
speaking we're more likely a simulation
than not. And uh of course a lot of
people don't agree with that and you
probably know that uh I believe that
we're a simulation and uh I like being
on the same side as Elon Musk
because it's sort of a philosophy
slashlogic
slashiq question.
Um and here's what I realized.
You can't really have a debate about
simulation with someone who is
religious.
Not because they're wrong. And and I
have to say this really carefully. I'm
not religious.
So when I look at it, I'm just looking
at uh how do I calculate the odds of
this versus the odds of that? But I'm
I'm unencumbered by um a religious
starting place. But and I also remind
you that I'm very pro- relligion. I just
don't happen to be a believer. I think
that the people who are believers have a
clear advantage in life. It's a it's a
lifestyle, you know, hack. I think it
makes you and your family more
successful. So, I'm very pro
Christianity. Very pro. I just, you
know, can't get there with my own belief
system. So
my my take is if if you argue the
simulation, the idea that we're uh
literally programmed by some other
entity, [snorts]
that you can't have that conversation
really with a believer because the
believer has to start with a conclusion
and then and then reason backwards
because nothing's going to talk you out
of believing in your God. Like that's
not going to happen because somebody
said, "Well, what about the simulation?"
You're not going to abandon your
religion. So if you're already starting
with the end point, there is a God. God
made us.
There's no nowhere to go on that. And
that's okay. All right. If that sounds
like a criticism, it's the opposite. If
if you're starting with the assumption
[snorts]
that there's a, you know, God of the
Christian Bible,
I think you've picked a really good
lifestyle. I think you have an advantage
in life and I'm all for you embracing
that for the rest of your life, teaching
your kids, spreading the word. All for
it. But let's not pretend that you're
starting from zero and and you're trying
to logic your way into the simulation or
logic your way out of Christianity. It's
not it's not the right domain. You know,
if you didn't get there by logic, and I
don't think most people get there by
logic. You can't be talked out of it
with logic. You've heard that before,
right? You can't talk somebody out of
something that they talk themselves
into.
I want to say irrationally, but that
sounds like an insult and that's not
what's intended. I mean, belief and
faith are their own domain. You know,
logic and facts, very important, but
separate domain. They can often work
together. It doesn't mean that you're,
you know, if if you have a religious
belief, it doesn't m it doesn't mean
that you're somehow, you know, unable to
do reason. Of course, you can you you
can fit them together very well. But
having a a debate
with somebody who's starting with the
answer, I've never seen that work.
And again, I want to be as complimentary
to religious people as I can because I
think you have a clear advantage in
life. And uh I'm all for it.
Um
and I also noted, and this got people
pretty worked up, uh that when people
debate the simulation theory with me,
their arguments sound to me like word
salad.
Now, if you don't know me and you
haven't followed me for a while, that
would sound like I said, I know the
answer and you don't. That's not what
I'm saying. I'm saying that to my ears
it sounds like word salad, but there are
two possibilities as somebody pointed
out in the comments. One possibility is
that I have the right answer and the
people who have the wrong answer are,
you know, confused and so it sounds like
word salad. But the other possibility
that's exactly equally possible is that
the problems on my end.
Will you will you give me that? Will you
give me that I'm completely aware that
the reason it might sound like word
salad is because my brain isn't quite,
you know, processing things correctly
because that that would feel the same to
me. So when I say it sounds like word
salad, don't take that to mean I'm right
and you're wrong because that I don't
know. I don't know who is right. I just
know what it sounds like. And I would
also say that a lot of people argue the
consciousness argument and they say,
"But Scott, you can't get a digital
being to have a consciousness and yet
humans have a consciousness. So
therefore, you lose the argument because
if if these digital beings don't have a
consciousness, well, they're obviously
not what we are because we've got a
consciousness." To which I say
that depends how you define
consciousness. If I get to define it the
way I think is a good definition of
consciousness, you could definitely give
that to a digital being. If you have a
different definition
of what consciousness is, it's entirely
possible that nobody could program
whatever your version is. So sometimes
you think you're arguing from, you know,
a common understanding, but I think that
consciousness, we never really agree
what that is. So I can't really have a
debate with you about whether a digital
being has consciousness if you don't
think consciousness means the same thing
that I do. So you kind of can't get
there from here. um debating the
simulation hypothesis and then I saw
somebody else uh attack my description
of it as a hypothesis. They said,
"Scott, you know, first of all, it's not
a hypothesis technically." All right,
but is that really an argument? It is
what it is if I call it a hypothesis or
not. [snorts]
So
um I I think we will forever be in uh
you know on different sides of whether a
simulation
hypothesis
is credible or not and I don't mind that
we don't have to agree on everything all
the time. All right ladies and gentlemen
that is all I wanted to say for today.
Uh kind of a fun day in the news. We'll
keep an eye on the stock market and see
what happens today. But I'm going to say
a few words privately to uh my beloved
subscribers on locals who I don't spend
enough time with. But the rest of you, I
will see you tomorrow. I hope you got
something out of this and uh have a
wonderful Monday. All right, locals. I'm
going to be with you in