any of that turns out to make AI by itself a commodity, meaning that's the economic word for meaning it's not worth much, you wouldn't pay much for it, but he also is the best American manufacturer of complicated things. So he can make a car, he can I guess they could make their satellites wherever they make them, and he can make a robot.

So if he makes a RoboTaxi and robots, nobody who's also making AI can compete with him because the part they'll be selling will be the commodity that's worth nothing eventually. The part he's selling will be the super valuable part because Americans can't manufacture but he can. So what is Microsoft going to do if they've developed this AI that's really cool but everybody else makes one and they're all the same and maybe one of them has less censorship so you like it better? I don't know. It seems to me that Musk may have developed one of the best competitive models you'll ever see, which is going to get the AI spend his billions but he'll have robots to put it in and that's the secret sauce. I don't know. We'll see. I don't see Microsoft competing with him on manufacturing. So what are they going to have to sell eventually? Good question.

Well Politico is mentioning what we've all been thinking, that the hurricane Helene since it hit some states that are important to the election electorally speaking, and they also have more Republicans than Democrats, especially Georgia and North Carolina. Politico saying it could change the election result, meaning that there'll be fewer Republicans who can get to the polls. And it happens to be in some of the most important states. And since the elections are always close this could be the difference. It could, the actual hurricane is the difference between who wins the election.

Now that brings us to question number two, which is is FEMA and the Biden administration doing enough or is there any regard to maybe they're not doing enough because they don't want to do enough? In other words are any decisions being made at the leadership level that are making it less likely that Republicans will recover fast enough to vote?

Now we're seeing lots of reports that I don't consider completely credible yet because it's still fog of war. So we're seeing lots of reports of just horrible, horrible behavior by FEMA but also reports that the reports of the horrible behavior are fake. It's way too early to know what's going on. Are there terrible inefficiencies in the system? Well almost certainly. But I imagine that always looks that way. If you could see everything that's happening during a disaster recovery I imagine there would be all kinds of pockets of what looks like incompetence and poor communication. Probably kind of normal because if you go into any war, or you've heard the old thing about your battle plan only lasts until the first bullet is fired and then after that you got to scramble to figure it out. Or I think Mike Tyson says that your strategy for the boxing match goes away after the first punch. I feel like disaster recovery is like that. You got a great plan but then you get there, you go 130 substations for the network are gone and all of our communication. Now what do we do?

So I can't tell from a distance that FEMA is failing or should have done something differently. We can tell for sure that a lot of people are not getting served. It's a little different because there might be some natural obstacles that are just unique to this case. The massive amount and the widespread electrical problem taking out all communication means you can't even find the people who need help. So there's something about this one that's different than a lot of different recoveries. So it looks like incompetence at a level that you almost think is intentional.

How many of you would go so far as to say that based on what you've seen so far in the news or even other reports it looks intentional? Does anybody f