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Back to episode — Episode 2964 CWSA 09/20/25

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If you're keeping track, what was the number I gave you the other day from Grok? 30 oil refineries in Russia. And now this would be a handful so far that have been attacked. I don't know if they're operational or not, but they've been attacked. And the estimate that some people said was if half of the oil refineries went offline, Russia's economy would be in serious trouble. Yeah. 20% so far. But…

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r company, but only three people in the world, they're technical, but there are only three of them. You just pick one of them. And I have, let's say, 100 million to pick from. On average, who's going to be able to pick a better tech person? Just numbers. There's no opinion or subjectivity whatsoever. So when I see America seem to ignore the numbers, the only way that would make sense is if you believe that you could pick one of those three Americans and get a better work product than any one of the hundred million brilliant IIT university graduates. That's crazy.

And also I feel like if you never worked with the smartest Indian-American workers, you wouldn't quite understand just how smart they are. They're not ordinary smart. You know, I consider myself a really smart American. I was valedictorian, went to a good college, went to a good graduate school. I'm easily in the top 2% of educated capable Americans. I'm not anywhere near a lot of the Indian tech people. There is a whole different level of smart. Now there are also a whole different level of smart Americans but again it's a numbers problem. For every one American who is just extraordinarily capable, way more than me. For every one of those, how many do you think are in India? And now they may be priced out of our possibility.

So I'm going to be open-minded on this one. I believe that the

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administration has probably done his homework and they have probably created a situation and a structure and incentive system that would favor American workers. Will it be too damaging in the long run? It might be. I think Bindu Reddy is giving us a caution that we should watch out for. But it's also reversible. So I think you run it for six months or a year and then you have the big companies com…

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