Lula Defeats Bolsonaro in Brazil, Netanyahu's Nuke Post, and Trump Hits On Nicki Minaj | The Tom Bilyeu Show

Welcome to Impact Theory! Elon Musk says debt markets have nearly shut off for AI companies without outside revenue, and he predicts a wave of neocloud deaths. CoreWeave’s bonds now yield almost 16%, and Apollo’s chief economist Torsten Slok argues AI has delivered almost no financial payoff outside of tech. We dig into why big companies are stalling on AI while small ones race ahead, and whether AI or quantum computing could ever threaten Bitcoin. Then we turn to Brazil, where Lula came back from a first-round loss to win the runoff after a Supreme Court justice extended voting by two hours. Flávio Bolsonaro is refusing to concede and seeking an annulment. Next, Netanyahu reposts AI imagery of a nuclear blast over Tel Aviv on the eve of Israel’s election, France cracks down on a weekend of riots, and Ukraine strikes another major Russian refinery as Trump blames Kyiv for oil prices. We react to Trump’s viral Nicki Minaj comments at a Michigan rally, a voter attacking Abdul El-Sayed’s name, and what it all means for the midterms. After Super Chats, we break down Robert Reich’s call to nationalize SpaceX and Starlink, surging U. S. bankruptcies, Canada’s Starlink snub, and the Ethan Klein H3 infidelity fallout. Note: This episode contains opinion and commentary on developing stories, including the disputed Brazilian election, Israel’s election, the H3 allegations, and the Cornell 7 case. Views expressed are the hosts’ own, and some claims discussed remain contested or unconfirmed. What's up, everybody? It's Tom Bilyeu here: Want my help starting a business? Join me here inside Zero To Founder https://tombilyeu.com/zero-to-founder?utm_campaign=Podcast%20Offer&utm_source=podca[%E2%80%A6]d%20end%20of%20show&utm_content=podcast%20ad%20end%20of%20show Sign up for my AI Masterclass: AI Masterclass https://tombilyeu.com/ai-masterclass?utm_campaign=Live%20Masterclass&utm_source=podcast&utm_medium=evergreen Follow Me: Instagram:https://www.instagram.com/tombilyeu/ Tik Tok:https://www.tiktok.com/@tombilyeu?lang=en Twitter:https://twitter.com/tombilyeu YouTube:https://www.youtube.com/@TomBilyeu Tailor Brands: Check out Tailor Brands to launch your business starting at $0 + state fees: https://bit.ly/TailorBrandsSept Quince: Free shipping and 365-day returns at https://quince.com/impactpod Pipedrive: Get more leads and grow your business. Go to https://www.pipedrive.com/impact and get started with a 30-day free trial. Incogni: Take your personal data back with Incogni! Use code IMPACT at the link below and get 60% off an annual plan: https://incogni.com/impact See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Speaker names marked ? are inferred from speaking time and the show’s known hosts — they are not voice-verified.

• 0:01Speaker 00

  Whoever says saving money is hard doesn't know that new customers who bundle and save with Progressive save hundreds because switching your home and auto insurance is better than cutting down on the things you love, like those ice lattes that help you get ready to face the day. So, switch your home and auto to Progressive and see if you could save and keep sipping away. Get your quote today at progressive.com. Progressive Casualty Insurance Company affiliates and other insurers, not available in all states.

• 0:29Tom Bilyeu?

  Let's talk about the moment your side hustle becomes a real business. Now, I see way too many founders stay stuck running their business like it's a hobby and then they wonder why nothing ever feels real. It doesn't feel real because it's not. I've helped thousands of entrepreneurs build real businesses through Impact Theory University and the first step in the path to building a legit business is registering it. And Taylor Brands will help you do just that in a few clicks. An LLC, a limited liability company, is an official business structure. It's inexpensive to form and very simple to maintain. It's how you open a business bank account. It's how customers know they're dealing with a

• 1:10Tom Bilyeu?

  real company. And Tailor Brands doesn't stop at the filing. Their dashboard tracks what comes next based on what your business actually needs. So, EIN number, registered agent, licenses and permits, bookkeeping, business banking. I tell every founder the same thing. Just make it official. Click the link in the show notes to check out Tailor Brands and get started on your business today. This is a paid advertisement. The AI debt situation is getting more unstable by the day. Elon's recent revelation calls future investment into AI into question. And Apollo's chief economist hammers basically the entire AI industry with an absolutely shocking claim that we're going to be going

• 1:54Tom Bilyeu?

  into. And speaking of shocking, the way that the Brazilian presidential election unfolded is now a global scandal. In his own presidential runoff, Netanyahu has posted something on X that is absolutely unhinged. The riots in France were hammered down this weekend, but not just by the police. We're taking bets on how far this is going to escalate. Trump's rallies are getting truly insane. You want to talk about escalation? His most recent comments on Nicki Minaj are going hyper viral. You've got to hear them for yourselves. And the Ethan Klein H3H3 infidelity fiasco continues to get worse as new information

• 2:35Tom Bilyeu?

  comes out. And we've got all of that and more right now on the Tom Bilyeu Show Live. Welcome, everybody. All right. You guys like me and you're paying attention to what's going on in the realm of AI debt. That situation is just getting more wacky by the day. Elon's recent revelation about capital drying up is calling into question future AI investments into data centers. All right. Elon posted on X that over the past few weeks, debt markets have, and this is a direct quote, "almost entirely shut off," at least to any company without substantial revenue streams that come from outside of AI data centers. So,

• 3:16Tom Bilyeu?

  this is people looking at what's going on and going, okay, we've gotten way out over our skis here. We've got to start actually getting back to valuations that make a lot more sense. We're not just going to fuel something because it has AI in the name. We're not just going to take debt on with somebody or loan money out to somebody because they're building a Neo cloud. All of that stuff has got to get grounded in something more real. And to be honest, I think that this is probably a very reasonable move. Now, Elon's prediction is that because of this, because the Neo clouds are now under much more scrutiny, 200 of them, roughly, the companies that borrow billions to buy GPUs

• 3:58Tom Bilyeu?

  and then just rent them out as computing power to the AI labs, those Neo clouds are heading for what he called "guppy level death and consolidation." So, basically, all of the little guys are going to get gobbled up by the larger companies or just outright die off if they're not attractive enough for people to continue to lend money to and nobody wants to buy them. So, this is the kind of thing that happens in these cycles. I don't think anybody's going to be super surprised to see that there's a lot of consolidation going on, but it matters when exactly this is happening, what's driving it. Now, none of this means that no one is investing in AI data centers anymore. That certainly isn't

• 4:41Tom Bilyeu?

  true and you can expect to see more and more of that. In fact, the whole reason that Elon brought up this topic in the first place when he was being filmed is specifically because he was actually announcing that SpaceX has been able to close $40 billion in additional debt financing so that they can buy more chips. But obviously, it's very big news that the investment cycle is starting its consolidation phase now on the back of the AI narrative beginning to get questionable, let's say. And so, what we're witnessing now in the near future, anyway, is likely to be the first real casualties of AI investing. So, this is something that we've been talking about for a while. It's inevitable. Not all

• 5:23Tom Bilyeu?

  of these companies are going to win. Unfortunately, this is a tale as old as time. You get a bunch of investment pouring in. It will be measured in billions, if not trillions of dollars that just, poof, they go away because they were the bets that were just placed on the wrong horses. Now, that whole analysis from Elon Musk is apparently being echoed by the market because CoreWeave, Nebius and Eren all fell more than 4% in pre-market trading this morning alone. CoreWeave, which has been experiencing distress now for a while, they're like the poster child for this phenomenon. We've been talking about them for a couple of weeks. Their stock dropped 25% the week of October 12th and the cost

• 6:04Tom Bilyeu?

  of insuring their debt against default blew past 1,100 basis points. Yikes. At that level, you can just officially say that they're in distress. Now, by Wall Street standards, what that implies is a roughly 60% chance of defaulting within the next five years. Not ideal if you're CoreWeave. Certainly not ideal if you're the owner of their bonds, which, speaking of which, the bonds that they issued back in April are now yielding almost 16%. Good Lord. That is massive. That is people that do not have faith that they're going to avoid catastrophe. So, if you want somebody to hold CoreWeave debt,

• 6:48Tom Bilyeu?

  you are going to pay for that privilege. Now, all of this feels like a continuation of a trend that people have been trying to slowly reduce their exposure to AI to a far more defensible position. Now, just a few days ago, the Financial Times was reporting that CalPERS, which is the largest public pension fund in the US at roughly $640 billion, cut the number of shares that it directly holds in the magnificent seven by a full 26% just in the first half of this year. So, its deputy chief investment officer said "public stocks are expensive." Talk about the understatement of the year and obviously,

• 7:31Tom Bilyeu?

  it's all concentrated in a very small handful of names that could underperform. So, their fund is moving money into private equity instead, which, by the way, private equity is like a whole thing over here. Boy, am I tempted to do a whole diatribe on that. For now, I will just say it is a way for investors who are plugged into the global elites, if you will, where so much more money is being made now than in private markets. So, watching them bounce out of the public markets for the private markets, I certainly have growing concern about how long companies stay there. Anyway, we are seeing money migrate out of

• 8:12Tom Bilyeu?

  the public markets because things have gotten pretty unhinged. This is not something that I think people should ignore. This is definitely something to pay attention to. It's something to be thoughtful about in your own investment strategy. Where are you? How exposed to AI are you? How exposed to AI debt are you? How many of these Neo clouds are going to become super generic commodified things that just are not going to be able to survive? Especially when you consider that Goldman Sachs' prime brokerage data showed that hedge funds staged their biggest exit from tech stocks on record. So, a lot of people are moving. Now, honestly, I'm hoping that all of this is like non-panic movement and that

• 8:54Tom Bilyeu?

  it helps to keep the bubble in check without causing any kind of gigantic meltdown. You want to see an orderly migration where people assess their situation and say, okay, cool, I'm overexposed. I've over-indexed on this. Those sort of big early wins have probably already been had and so now I'm going to rotate out of this. That at least is a sensible way to approach this. And if it happens slowly enough over a long enough period of time, you're less likely to get something that is really a devastating shock to the system. Now, that's just me sort of fingers crossing and being very optimistic, but I certainly hope that that's what we're watching. Now, having said that, Torsten Slok, who's the

• 9:38Tom Bilyeu?

  chief economist at Apollo, which is one of the largest private credit managers in the world, so this guy is very close to what's happening in private credit, he's getting more and more negative on, I'll say, AI as a whole. Now, if he's right, it would obviously mean the death at some rate, maybe slowly if I get my way over time, but nonetheless, the death of the AI narrative as this only up phenomenon. All right. So, what is Slok actually saying? His take is that AI has delivered, I quote, "zero financial payoff" to corporate America outside of tech. Now, that is a very bold statement. That seems

• 10:20Tom Bilyeu?

  insane from where I'm sitting because for us, AI has been utterly transformative to our business on the game development side. It's been impactful on the other side, to be sure, but on the game development side, it's been completely revolutionary. Now, it's possible that Slok would clock that as basically us being a tech company. I don't think of it like that, but certainly I would understand the logic. So, it'll be very interesting to see how this plays out, but the fact that we can be at this stage in this whole investment thesis and you've got very credible voices going, look, this is wonderful in terms of what it's doing to tech, but you go outside of that and it's just not really doing anything.

• 11:05Tom Bilyeu?

  So, his analysis is that revenue per worker is rising, but only for the magnificent seven, which are all tech companies, and is flat for the other 493 companies in the S&P 500.

• 11:20Tom Bilyeu?

  Profit margins also seem to show that same split. So his read is basically that mainstream companies don't need the latest model. Not only do they not need the latest model, they're proving right now in real time, they're not willing to pay for the most cutting edge model. And they're starting to treat AI token spending as a cost center that's simply a drag on their margins, rather than something that's delivering a source of growth. Now, because you guys show up here religiously, and by the way, thank you. Uh, this may not seem like, uh, some completely unknown thing. We've been talking about this for a while, but to the outside world, I think that they're still blind to this idea.

• 12:03Tom Bilyeu?

  So when you start putting these two things together, uh, things really do, from a long term perspective of the heat that's been on AI, it starts to look shaky. It doesn't mean that AI is not a real technology. It doesn't mean that it isn't going to, over time, integrate itself and be the revolution that everybody's expecting it to be. But you've got the Neo clouds borrowing today to build the compute that we're supposedly going to need right now. And the hyperscalers are spending hundreds of billions of dollars to buy all of that compute. But the revenue that would justify all of it would need to be coming in a lot faster than it's coming in from corporate America. And so we're just not seeing that, not yet.

• 12:47Tom Bilyeu?

  And Sloc's data is saying that that money, who knows when it's going to show up? And if we don't know when it's going to show up, then what's that going to do to everybody's investment thesis? Now, a bubble can run a very long time on borrowed money and a whole lot of hope and a whole bunch of hype, but it really can't run forever on that. Eventually, the revenues have to become very real, or this reveals itself to be a house of cards and that crumbles. With that in mind, though, it is absolutely hilarious watching all of us in society skitch out between, this is going to take every job, change everything, everybody's going to be on UBI, and psych, just kidding, this is a big nothing burger. So therein lies that debate.

• 13:30Tom Bilyeu?

  And that's the thing that's going to keep this interesting in the markets, is you're going to have some people that say, no, no, no, these guys are crazy. This is going to happen. It's going to be the biggest thing ever. I've got the timing right. I'm all in. And then other people saying, nope, I'm going to bet against this. I'm going to short it. Uh, we've heard all kinds of, uh, massive, highly credible investors saying that. So now it's becoming a narrative that has, uh, a lot of counterweight on both sides. So it will be interesting to see how this plays out. And I will say, just be careful out there, boys and girls. You know my stance. The more you can diversify, the better off you will be. It took, what, 24, 26 years, somewhere in there? Uh, I think 24 for the markets to rebound from the dot com bubble burst.

• 14:13Tom Bilyeu?

  So if AI looks anything like that, that's a long time to have your money trapped. You might still come out the other side just fine, but ooh buddy, quarter decade or a quarter century, that, that is a long time to have your money tied up in the stock market.

• 14:27Speaker 02

  Yeah. We are already getting people in the chat, like, I'm at a small business and we use it, or I'm at a medium sized business and we were able to scale it too. So what do you think this person is getting? I don't want to say wrong, but maybe are they over indexing on the market and not on the actual implementation? Like, how are they this far off of their AI take, you think?

• 14:45Tom Bilyeu?

  I don't want to say they're getting it wrong either. I think this really is a tale of two realities. And what we're seeing is corporate America, which has a ton. So people talk about the deep state in, uh, the government. All they mean is this is a very real phenomenon of human beings in a system that are resistant to change. And because they're so entrenched, it becomes very difficult, even if something is radical and amazing, if you're trying to put it into your company and you're getting that rejection signal, people are pushing back, they're slow to adopt it, or they maliciously comply. If you guys remember this from like four months ago, there was like all that malicious compliance of people token maxing. And you had all these companies saying, hey, we really want you to use AI more. And so people were like, oh, yeah?

• 15:30Tom Bilyeu?

  You want to see us use AI more? Say less. And they were just racking up these insane bills. Amazon had the surprise, $500 million, like, we just went and like spent all this money on these tokens. And they were like, holy shit, half a billion dollars, like unexpectedly? That's not the kind of expense that you don't want to see coming. So, uh, I think that's a big part of the story, that the big companies already, if you're putting it in and they're taking the costs up, but these aren't people that are eager to work themselves out of a job. You've got people that are spending the money, but not getting the result for it, which is why I see the other side of this debate, which is smaller companies that are like, holy shit.

• 16:12Tom Bilyeu?

  When I have a group of people that are actually in on this, and it isn't, like, we've signaled to everybody here as loud as I can, bro, I am not interested in firing a single person. What you guys can do with AI, now we can act like we're a company two or three times our size, because we're able to move so much faster. But like on the gaming side, just hiring somebody, when we say, this role will use AI, because we're going after a creative director for Kaizen, merely saying that this involves AI, you're losing 90% of the candidate, 95% of the candidates? It's crazy. And one of the first things I have to do when they come in the door for the interview is be like, hey, you do understand that we use AI.

• 16:54Tom Bilyeu?

  And so getting them to say, basically take a stance, yes, I think AI is an incredible extender of human capabilities. That's like, it is hard to find people that say that. And so when you think about, these companies are staffed with those people who are just all 100% absolutely terrified that they're going to lose their job, or that their job won't have the meaning, like watching people respond in the game industry to, um, the head, Tim Sweeney, the head of, um, Epic Games, is absolutely fascinating. So they make Fortnite, the number of people that like flood his feed every time he says something positive about AI, or we're going to move the development, um, they're making themselves essentially an AI-first pipeline, uh, at Fortnite, at Unreal Engine.

• 17:39Tom Bilyeu?

  The next version of Unreal Engine, which for people that don't know, just undergirds so many of the games out in the world. And remember, the video game industry is absolutely massive. Uh, it dwarfs the film and TV industry, just to give people a little perspective. So absolutely juggernaut. He's one of the biggest of the big in the space, and even he is just in the comments. People go absolutely ballistic every time he talks about this. So there is, we're living through a ton of cultural pushback. And so I think big companies are going to be affected by that a lot more than small companies. So it becomes this tale of two cities where big companies, you can see in the numbers, they're not getting more productive. And small companies are like, what? Like, how's that possible?

• 18:21Tom Bilyeu?

  Because they're actually updating their pipelines, they're getting people that are completely bought into this, they're far more nimble. And yeah, it is, uh, it is extremely bizarre to be both a practitioner, somebody who's using it in our business, and somebody who's commenting on this stuff. So I'm watching like the arguments on both sides of this. It is wild and is just historically consistent. This is how people respond, whether it's to, uh, looms, which absolutely revolutionized the textile industry, and people didn't want anything to do with it. Now, of course, like looms are the only reason that you can get inexpensive clothes. So it is inevitable, from where I'm sitting, that it's going to take over.

• 19:03Tom Bilyeu?

  Um, but yeah, you're going to see, you're going to continue to see pushback. So it'll be interesting to see how the average corporation deals with this. Do they just get knocked off their position by a young upstart that uses AI? That would be historically consistent. It normally isn't that the old companies revolutionize themselves, they just get eliminated. Like the, the new people come in, like it, Microsoft fumbled the bag so hard with the internet. That's why Internet Explorer just got absolutely demolished by Chrome. They didn't see the internet coming. And so Google like really leaned into that and made all of their stuff just internet first, obviously.

• 19:45Tom Bilyeu?

  Uh, and so that's how they end up getting all, not all, but the vast majority of the advertising dollars all went to Google, because Microsoft was just not prepared to, to see it coming. You just, yeah, anyway, old people going to old people. We're hitting pause for a moment, but there's plenty more ahead, so don't go anywhere. There's a reason Quince sells cashmere for $60, and it isn't the cashmere. It's real 100% Mongolian cashmere. It's the same stuff luxury labels charge a fortune for. Quince just works directly with ethical factories and cuts out the middleman. So there's no need for a markup and no logo tax. The $60 goes to the actual sweater, not the fancy name on the tag.

• 20:29Tom Bilyeu?

  That's why everything they make runs 50 to 80% less. And it's not just the cashmere. I ordered a few things myself, their fleece joggers, a couple of their tees, which I wear obsessively. First thing I noticed was the quality, soft, well-made, built to hold up. They make down jackets and wool outerwear now too. So upgrade your stuff to things you'll actually wear. Find your next fall favorites at Quince. Download the Quince app for app exclusive offers, or go to quince.com. Get free shipping on your order and 365 day returns, now available in Canada and the UK too. And when Quince asks where you heard about them, let them know it was Impact Theory. It's the best way to support the show.

• 21:14Tom Bilyeu?

  Every deal has an expiration date, but not this one. I've been a ButcherBox customer for years and years. Their chicken breast is my go-to protein source. And right now, you can get it for free in every box for life. ButcherBox delivers 100% grass-fed beef, organic chicken, wild-caught seafood, and more, all sourced to standards they actually tell you about. They've already done the research and made the tough sourcing decisions, so all you have to decide is what's for dinner. If you're looking for an easier way to get great meals on the table, you've got to try ButcherBox.

• 21:52Tom Bilyeu?

  Go to butcherbox.com/impact to get $20 off your first box, plus chicken breast in every box for life, or filet, or New York strips for a year, with free shipping always. That's butcherbox.com/impact. Be sure to use our link so they know that we sent you.

• 22:15Tom Bilyeu?

  Thanks for sticking around. Let's get right back into the action.

• 22:18Speaker 02

  Stepping out of the private sector, let's go into the public sector for a bit because, for example, Sweden's government just banned ChatGPT and Claude. We still have all these regulatory

• 22:27Tom Bilyeu?

  Yes, but not AI, just OpenAI and Claude. So that may be a different part of the story, but sorry, keep going.

• 22:35Speaker 02

  No, the reason I'm asking is on the private sector, I think that a lot of the politicians wanted to slow or ban it. But in the public sector, they're getting called, no, it's cool. Let it keep rocking. This is important. It's good for our economy, things like that. Now that we're starting to see that, okay, there might not be as much distribution of wealth and growth in the economy now that the AI story isn't quite what it seems. Large and medium corps aren't seeing the gains that they think token spending is down. Would that now give more life, you think, for the public sector in those bans and slowdown calls that now get louder? Because they don't have that money incentive to kind of shut that discourse down. Like, I just, I'm worried that

• 23:17Speaker 02

  we're now at a point where like, oh, okay, AI isn't super transformative. It's transformative in these certain industries. It's going to take a little bit more time. And then Bernie Sanders is going to sweep. I was like, yeah, see, I told you. That's why we need to slow it down and figure it out. You get what I mean?

• 23:29Tom Bilyeu?

  I do. It will be interesting. I'll play devil's advocate to what you're putting forward and say it might do the exact opposite because they're losing their crisis. When AI is coming on and it's actually doing harm, if jobs were being replaced en masse, I think they would have a lot more energy. Now, all the hacking stuff might come to your aid and then they go, not only is there not the economic benefit that we thought we were going to see, but look, the technology is though so powerful that it's allowing like this massive uptick in hacking. And so, yeah, shut it all down. So that certainly is a possibility.

• 24:08Tom Bilyeu?

  My instinct, though, is that unless something really unhinged happens from a hacking perspective, that you'll see that energy get deflated because corporations will be like, what exactly are you pushing back against? It isn't eliminating jobs. You're not able to point to anything. We don't have everybody having to subsist on UBI. This is extending capabilities where it's used and where it's not used, then there's no problem. So it will be interesting. I think you would need something really big on the hacking side for this to work to the benefit of somebody like Bernie Sanders. Barring that, I think it will deflate their energy.

• 24:48Speaker 02

  I have to ask because this original tweet that Elon did was in response to Chamath, and Chamath had a crazy spicy hot take last week that I think we haven't spent enough time on. And that was his take that Bitcoin will go to zero because he thinks AI eventually will be able to hack it. He's getting some like, yeah, maybe, some absolutely, that's ridiculous. Has your respect to Bitcoin changed with the evolution of AI? Like, or do you share his?

• 25:14Tom Bilyeu?

  AI is not the one that I worry about. Quantum computing would be the one that has long posed a threat to this. So to the Bitcoin community, I say this, you guys know you have a threat on the horizon in the form of quantum computing. Now, if it's true that you also have a threat in the form of AI, it's the same idea that there will be a way to brute force your way through this, either by running an unimaginable amount of calculations per second on the quantum side, or by detecting patterns that make that form of encryption still hackable by today's computers. You know you have a threat that's going to force you to update your protocol. If you don't update the protocol, then yes, you can expect people to bounce out of that.

• 26:00Tom Bilyeu?

  And the great irony is before we started rolling, you brought up a story that we didn't cover last week, which was that gold is now being manufactured. And it's, look, that one is, I think, the same with AI and with the current state of quantum computing. That yes, one day we may be able to so master the rules of the universe that we actually can turn. It's not lead. I forget what they're actually turning into gold. But they are able to make actual gold in a laboratory setting. But it is the most miniscule amounts. So same idea. Quantum computing is making advancements.

• 26:39Tom Bilyeu?

  The ability for AI to hack a normal, like, basically, it's able to decode binary so and find like things in the interactions between software and hardware. It's able to map things out that we haven't been able to do. So it's like better than a human, but that's a far cry from being able to hack the Bitcoin network. So ultimately, it is just a computation question, which is why someone like Chamath would say, hey, if this is just a computation question and you thought that your, I forget the name of the hash that they use, but you thought that that encryption was just beyond the reach of normal computing for the foreseeable future.

• 27:23Tom Bilyeu?

  It may not be, and you may be misreading how difficult this is going to be of a of a problem to solve by new technology, whether AI or quantum computers. So you better address it. But it is an addressable problem. It is already on the minds of that community. Now, whether they'll be able to get their shit together and actually make a change to the protocol, that's a bigger question. And so we'll see if they're able to do it in time. But right now, I wouldn't say like, oh, my God, somebody's on the, you know, verge of hacking this.

• 27:50Speaker 02

  Got you. Got you. Okay, we got to jump over to Brazil because there's a lot of interesting things with their election that just wrapped up last night.

• 27:58Tom Bilyeu?

  Interesting is a very nice way to say it.

• 28:01Tom Bilyeu?

  Yeah. So kids, buckle up. The way the Brazilian presidential election unfolded has become an actual global scandal. If you guys haven't been paying attention to this whole thing, I'll speed run it for you. On October 4th, Flavio Bolsonaro won the first round of Brazil's presidential election by 2.2 million votes. Now, we covered this at the time. It was a big deal. It wasn't the world's biggest margin. It wasn't like he just completely trounced.

• 28:30Tom Bilyeu?

  What's the guy's name? Yula Fula?

• 28:31Speaker 02

  Lula.

• 28:32Tom Bilyeu?

  Lula, thank you. It's not like he absolutely just battered this kid, but everybody was like, yeah, the energy is with Bolsonaro. Now, the way that their elections run, just because you win the first round, doesn't mean that you're going to win the presidential vote. So keep that in mind as we go into what just happened. So the poll average had him, this is Bolsonaro, had him going into the runoff, obviously. There was no first round runner up. So it was going to come down to just him and Lula. Three weeks later, though, Lula ends up beating him by 4.4 million votes. So people like, wait a second, hold the phone.

• 29:12Tom Bilyeu?

  Especially given that something very unprecedented happened while the polls. I can't even say while they were open. We're going to get to that in a second. But on polling day, you had something completely unprecedented happen. So what happened was polls were supposed to close at 5:00 PM. Now, Lula's campaign spent the afternoon asking for an extension, and they were citing bus shortages in Salvador and Sao Paulo. And these are cities that are likely to vote for Lula. The Electoral Court sat on the request. They didn't move on it. Its own prosecutors were opposing it. Then at 5:01 PM, one minute after voting ended,

• 29:56Tom Bilyeu?

  Supreme Court Justice Cristiano Zanin stepped around the Electoral Court and ordered every polling station in Brazil to stay open for two more hours. Zanin was Lula's personal defense lawyer. So, yeah, this sounds way too similar to things that we've seen happen here in the US. Lula put him on the Supreme Court himself. Now, no court had ever extended voting in Brazil's history ever. And a big part of what's going to play out is which of the polling stations ended up staying open. Because this is rumored, this is headline level, we're going to need more time to pass before we figure all this out. But one of the things that was being said was by saying to keep them open, it only applied

• 30:41Tom Bilyeu?

  to ones that were still already open. But they were all supposed to shut at 5:00 PM. So is it possible that some of them were told, hey, stay open, we have an announcement coming? And then that's why the announcement came at 5:01 was specifically for polling stations that were likely to favor Lula were the only ones that stayed open and the vote continued. Now, how true that ends up being, how precise it was to people or states that were likely to vote for Lula? I don't know yet. This stuff is still up in the air. This is very much happening in real time. So take that for what it's worth. But all of this stuff is incredibly dodgy and you've got

• 31:26Tom Bilyeu?

  Bolsonaro's camp just up in absolute arms. So looking at some of the specifics, poll workers in Brasilia had gone home. Machines in Rio were switched off and couldn't be restarted. So nobody knows how many stations actually were able to reopen, but there is that early data coming out that this was selectively

• 31:50Tom Bilyeu?

  affecting different areas. And so, yeah, we'll see. But Flavio Bolsonaro is refusing to concede and is seeking an annulment of the vote. So he's talking about changing the rules of the game while the game is being played, obviously is completely corrupt and should be disallowed. So Trump is now joining the whole, the election is rigged rhetoric here, saying that Brazil just ran the Joe Biden playbook.

• 32:19Tom Bilyeu?

  Take that for what it's worth. Um, so yeah, we'll see what happens. But Flavio's campaign asked for an extension too, which is pretty ironic citing rain in the south. Now, the bus shortage really does seem to be real. And there was an electoral judge who found at least 75 buses held in garages and ordered the arrest of Salvador's mobility secretary. So this is getting pretty wild. And the mayor who runs Salvador is a Bolsonaro ally. Uh, so yeah, we'll, we'll have to see how this one plays out, but it, it is going to be very, very messy. Taking a short break, but there's more Impact Theory after. Stay tuned. Let me be very honest. I've worked with a lot of sales teams. Prep is the first thing

• 33:03Tom Bilyeu?

  to go when the calendar starts filling up. That's where today's sponsor, Pipe Drive, comes in. It's an intelligent AI-powered sales CRM that's loved by growing sales teams. Pipe Drive just launched meeting intelligence that's built right into the CRM. Before every call, it pulls deal history, emails, and past conversations into one brief. During the call, it records and takes notes, and after it, it drafts your CRM updates to review and approve. Nobody on your team walks in cold ever again. Switch to a CRM built by salespeople for salespeople and join the over 100,000 companies already using Pipe Drive. My link gets you an exclusive 30 days free instead of the usual 14 day trial,

• 33:47Tom Bilyeu?

  so make sure that you use it. No credit card or payment is needed. Just head to pipedrive.com/impact to get started. Again, that's pipedrive.com/impact and you can be up and running in just minutes. Now, let's get back to the show.

• 34:03Speaker 00

  Everyone talks about how challenging it is to raise kids, but what about protecting them? Outlet covers, kitchen cabinet locks, baby gates. Where do you even start? Well, protecting your home and auto is a great place to start. Progressive offers customized coverage options so you can be sure you have the right coverage. They're basically the baby gates of insurance. Get a quote at progressive.com. Progressive Casualty Insurance Company, affiliates and other insurers. Not available in all states.

• 34:33Speaker 03

  Mississippi is breaking new ground for business at a historic pace. Amazon, XAI, Toyota, Milwaukee Tool, and GE Aerospace have all tapped into our deep talent pool, prime geographic location, and welcoming communities. This is bigger than mega sites. Mississippi offers a thriving business ecosystem with affordability, greater collaboration with energy partners, and record-breaking speed to market. Looking to expand? Break new ground at mississippi.org.

• 35:03Tom Bilyeu?

  Thanks for staying tuned. Now, let's get back to it.

• 35:07Speaker 02

  Um, just want to highlight that both campaigns did ask for the campaign, uh, did ask for the extension. When I first heard this story, it was framed as in, he was losing, then it closed, then the polls closed, then they opened it up four minutes later, and then he won. So it seemed kind of like a one-sided thing.

• 35:23Tom Bilyeu?

  There is a little bit there. So they were both saying that, hey, we should extend this. Uh, and so what's going to be litigated is, was there any sort of backroom communication that went something like, hey, guys, selectively, uh, keep your polls open for a few minutes longer. Everybody else did what they were supposed to do, which is close at 5 o'clock. Cause by law, they're supposed to shut down. 5 o'clock, done, finished. So the fact that they made the announcement at 5:01, there was a certain number of stations that closed up and just left. And so now, if it ends up being true, that the ones that remained

• 36:03Tom Bilyeu?

  open were selectively areas that are more likely to vote in Bolsonaro's, or, um, Lula's favor, then that's going to be just absolutely scandalous. Scandalous. But we have to wait and see how that all, um, plays out. So some of the places that closed were more likely to be voting for Bolsonaro. Bolsonaro was ahead at like the halfway point. Bolsonaro was pulling, um, ahead. The prediction markets had him at, uh, I forget what the percent, 60, 70%, something like that, likelihood of winning. And so then for it to just completely fit, flip and reverse, uh, as we went later, it is weird. I will just say that. So we need the real evidence to come out, but watching the global response to this has been very

• 36:45Tom Bilyeu?

  interesting and really does break along party lines, which shows you that the left was all pulling for Lula, and then the right were all pulling for Bolsonaro. So seeing all the different world leaders, and it was funny because on my timeline, because I try to follow both sides, you've got literally back-to-back tweets being like, oh my God, congratulations, Lula, democracy is preserved, followed by, this is a rigged election, democracy has fallen. So it was like, yeah, welcome to populism.

• 37:14Speaker 02

  That's hilarious. And then the final split is Lula won by 51.7% of the vote. Uh, Bolzario won 48.2.

• 37:23Tom Bilyeu?

  Bolsonaro.

• 37:24Speaker 02

  Bolsonaro, sorry. Uh, 48.2. So we'll keep counting. There's been some talk about, uh, acknowledging the victory. There's been some talks about appeal. We haven't heard anything yet, but because the disparity, 4.3 million votes was so great, some people are saying it's less likely for this to be overthrown, recounted, anything like that.

• 37:41Tom Bilyeu?

  Yeah, yeah, we'll see. We'll see.

• 37:42Speaker 02

  Wild. And we're gonna do the same thing in a week from now. So everybody get ready for CNN and, you know, Trump got a new plan. He might extend the voting polls in Alabama and Mississippi.

• 37:51Tom Bilyeu?

  Don't you dare.

• 37:52Speaker 02

  Who knows? Maggie just got a new tactic downloaded. Let's see. Uh, okay. Keeping up with, keeping up with the international, um, election crowd, uh, Benjamin Netanyahu, um, dealing with his own runoff election, tweeted a nuclear attack in Israel. Um, this is a very long tweet and it's in Hebrew. Uh, ever since you said that, like, watch what English, what, uh, language he's speaking to, because that's the audience that he's talking to.

• 38:19Tom Bilyeu?

  Yeah, yeah.

• 38:20Speaker 02

  I've kind of been noticing that, so.

• 38:21Tom Bilyeu?

  I love that you're like, uh, congratulations, or I'm sorry about whatever happened, but there's no way that I'm reading.

• 38:25Speaker 02

  Yeah, no reading, no way I'm reading all this.

• 38:26Tom Bilyeu?

  That's hysterical. Well, boys and girls, Israel votes tomorrow, and Netanyahu posted something on X that is completely unhinged. It is a nuclear bomb detonating on Tel Aviv. Two days out from the election, uh, you've got him posting AI imagery of a mushroom cloud. Obviously, this guy is trying to get everybody on board that, hey, I'm going to be the guy that's going to keep us all safe. He's trying to get everybody to think about the, uh, threat that Iran poses. And the post warns directly about that. And he warned about electing a leader who can't confront Iran risks as a second Holocaust. Uh, now technically, he's not the one that wrote it. He was amplifying a, a right-wing activist

• 39:08Tom Bilyeu?

  named Yuval Bloomberg. Uh, so keep that in mind. But he is the one that reposted it on his own account. Now, the problem, Netanyahu told the United Nations last month that Israel and the US devastated Iran's nuclear weapons program. In March, he said that Iran could no longer threaten Israel's existence. My, how words come back to haunt. So now he's campaigning on the exact opposite, saying that, yo, we gotta be really careful. Uh, the guy that's running against him, Gadi Eisenkot, the former army chief that's leading the polls, called him hysterical. Uh, Naftali Bennett said he's telling voters they'll all die if he loses, which is basically what he's saying. Uh, so yeah, pretty wild. Channel

• 39:52Tom Bilyeu?

  12 reported that White House officials were alarmed that the image could push Tehran into a miscalculation. I don't know about that. Uh, hours later, Trump re-endorsed Netanyahu anyway, and said, quote, "We have to finish the job," which I don't expect that to go, uh, and be very popular here in the US, but nonetheless, he's, I think he's given up on the midterms at this point. He's not running for election again. Praise Jesus.

• 40:13Speaker 02

  Does it work?

• 40:14Tom Bilyeu?

  See, that's where you use that one. Uh, on the street, thousands marched in, uh, Rabin Square to, um, basically show opposition, very peacefully, but to show opposition to Netanyahu. Uh, it was the last big rally before the vote. Um, you had a lot of people that had like families impacted by October 7th there. I think they were the ones leading, uh, the whole protest. And basically their demand is an independent state commission, uh, into the October 7th attack, which Netanyahu's government has refused to establish since it happened. A lot of people think that Netanyahu was playing games by funding Hamas,

• 40:56Tom Bilyeu?

  uh, and, you know, the whole thing about we can control the height of the flame, uh, and that that kind of, um, problem actually would work to their benefit, uh, by showing how unstable Palestine is, by showing that Iran is constantly trying to destabilize Israel, uh, that they really do hate them and want to see them fall. So people want to see like what really happened here. Um, seems like a pretty catastrophic mistake on behalf of the government that allowed this to happen. So, um, you can expect that to, to continue to be a thing until finally there's some sort of truth and reconciliation. It was just way too big of an event for people not to look into. Um, so yeah, Eisenkot himself showed up, by the way, uh, and got chants of the, quote, "The next prime minister going."

• 41:40Tom Bilyeu?

  So, uh, we'll see what happens. But the polls, they, uh, the final survey shows 54 seats for the opposition bloc and 49.5 for Netanyahu. So this would be the end, at least for now. He's gone sort of in and out of power, but, uh, the end of Netanyahu's, uh, current political ambitions. We'll see what happens.

• 41:57Speaker 02

  Yeah, and a lot of people showed out. It says, um, protests, over 100,000 people are out there to support it. So it should be interesting. Do you think Netanyahu, it's a rap for him? Like Hamas?

• 42:07Tom Bilyeu?

  It seems like it. Just going at the polls, I don't, you know, I'm not super involved in what's going on in, um, Israel, Israeli politics. So, um, I could be misreading. I'm just at the headline level, but at the headline level, it does seem like people want change. Um, so I'd be more surprised if he held on to power than if he didn't. Um, so we'll see. It wouldn't be shocking. It's not like there's, you know, massive, uh, gap between the two, but not knowing, um, Eisenkot's exact politics, I don't know if he's, um, I mean, given that he's in the IDF, I would imagine that he's, um, not exactly soft on any of that. Uh, so yeah, I, it wouldn't be at all surprising to see them go to another

• 42:52Tom Bilyeu?

  person who's promising, listen, I'm going to take care of it, but in a rational way. I would never let something like this happen to Israel again. Um, but I don't know what his language is around, whether he's looking to normalize with Palestine, um, or what. So that I, I couldn't say.

• 43:06Speaker 02

  Cool, cool. And France is still going crazy. Um, this is what like week two of protests? This thing's been going on for a while now.

• 43:15Tom Bilyeu?

  Longer. It's been going on since September. Yeah, this, this is pretty interesting. Now, the violent, the violence level is a lot lower, but the riots in France were hammered down this weekend. Uh, and not just by the police, by the way, if you're watching this stuff unfold, it's been pretty interesting watching to see who exactly is colliding with who. Seventy thousand police, um, hit the streets of France on October 24th, and they were joined by right-leaning, some are calling them nationalists. I think we'll need to see, um, as more reporting comes out, what was really going on. But you had helicopters, you had armored vehicles, you had water cannons, uh, you had people just like absolutely beating the life, uh, out of the protesters with these batons. If you're looking at your screen right now, seeing somebody in a bunny costume, literally

• 43:59Tom Bilyeu?

  a bunny costume, getting beat with a baton. Now, I don't know if these are, uh, like hard rubber batons, or if they're just sticks, but peeps be getting it, man. Uh, hitting a lot of knees, hitting a lot of heads, defensive forearms, but like they're not playing around. This weekend was really about stopping the riots from getting started again, which is part of the reason why the violence was actually lower. So, um, yeah, if, if you guys have been paying attention to just how much of the country had burned, uh, I wasn't exactly sad to see this all shut down. Uh, and you are gonna have to hit some bunnies, uh, with your batons. It's, yeah, anyway, I don't know how serious I'm supposed to take somebody in a bunny outfit, uh, but given how much has been

• 44:42Tom Bilyeu?

  torched, how much looting there's been, at some point, the only reasonable response is to shut this shit down with violence. So, now Macron's orders supposedly were very specific. Keep protesters out of city centers, away from the shops, so that they can't continue to gut them, and marches were banned outright in places like Lyon, Nice, and Mont Pelerin, excuse me. Uh, Paris got partial curfews and a march corralled to the southern, southeastern edge of the city, 110,000 people, uh, and they were just like backed into a corner with nowhere left to go. Now, by the government's math, it worked. So 410,000 protesters nationwide, uh, but that was a decline from the 550,000

• 45:26Tom Bilyeu?

  that we had saw previously. Uh, 1,300 arrests over the weekend, 53 officers were hurt, 75 fires, 24 shops looted, but that was a lot smaller than what we'd been seeing before. So, uh, we'll see if we get something more positive coming out of this. Um, but yeah, I don't, I don't think this is over, but if they continue to clamp down, I think this is at least going to be forced to be a negotiation at the level of policy, rather than people continuing to storm the streets. But this is, we've covered this before, we're actually gonna go deeper into like what's really driving this. Um, cause part of the angle that I've left off, um, is the whole immigration angle

• 46:06Tom Bilyeu?

  of this. Uh, and I, despite my continued championing that this is less about that directly, um, and more about why people wanted it in the first place, why unchecked immigration was allowed to happen, which is why you see so many native French people, meaning white Europeans out there doing the exact same thing. Yes, of course, you can find video after video of people who are clearly not ethnically French, uh, but we're talking second, third generation, man. At some point, like clocking these guys as migrants is the wrong answer. You've gotta understand what's happening to your culture, uh, which will be not unfamiliar to you guys, but we're gonna be

• 46:47Tom Bilyeu?

  going deeper on that. There, there are several theories about what's going on in France that I think are worthy detailing on their own. So we're gonna go through that towards the, uh, later half of the show. But, um, I think it is important that the police shut this down. You have to stop this from being a violent riot, even though that is the French way. It's just completely asinine. These guys are shooting themselves in the face. It is absolutely, uh, the height of lunacy, the way that they're running their country. You do not have to be a genius. You don't even have to agree, uh, with anybody's policies, left or right, to see that you're making life worse for your own people. And so even though you guys are winning over and

• 47:27Tom Bilyeu?

  over and over, uh, that you keep fighting for things that the victory is making your life worse. It, it's so wild. Uh, so yeah, anyway, emotional reasoning will get you poor logical outcomes, and that is what France is doing.

• 47:43Speaker 02

  Yeah, keeping it international, jumping over to Ukraine now. They just did another attack on the Avzenik Oil Refinery. This is one of Russia's largest fuel production facilities. So, you just said something about making your life harder and, um, the win kind of isn't what you think it is. Do you think this will then kind of fuel Trump's rage because hitting the oil refineries, creating the bottleneck, which is making oil supply, oil, uh, and energy prices go up globally? So Trump was trying to get him to stop hitting Russia's infrastructure. Ukraine is still hitting it. It seems like they're just doing their own thing now at this point.

• 48:20Tom Bilyeu?

  Well, the Russia-Ukraine war should not get absorbed into US politics. We need to keep our eyes locked firmly on what is actually happening in Russia-Ukraine. I'll get to the Trump of it all in a minute, cause I think Trump is just trying to move the blame from himself. Uh, the energy shock is largely, it's not exclusively, but it is largely a phenomenon of Trump invading Iran, or not invading, but attacking. And so that is, uh, those are two separate issues. So, what's going on in Russia-Ukraine is Russia invaded a sovereign nation. Now, um, I heard Konstantin Kissin pose this question. I thought it was really brilliant. It's the right way to

• 49:01Tom Bilyeu?

  look at this. What happens every time Russia gets a strong leader? They push westward. And that's exactly what you're seeing. So you had, by my clock, you had weak leadership in the US, certainly in the form of Biden, and that gave them the green light. And Putin has admitted this, but listen, Putin will say whatever he needs to, to get Trump on his side and manipulate him. But nonetheless, Putin has admitted that were Trump in office, he probably wouldn't have ever moved on Ukraine. Uh, so you've got him reading the West as being in a weakened position. He obviously is a strong man leader for Russia, and so he's going to push westward, as is the Russian want. Uh, Putin has talked openly about the fact that the dissolution of the USSR was

• 49:46Tom Bilyeu?

  the greatest tragedy, uh, of the 20th century. So this is somebody who wants to see that all put back together. So nobody should be surprised that he is expansionist. Now, I also think it is a true provocation that the West, in the form of NATO, was pushing back against that historical trend of the fact that Russia routinely moves on their Western flank. So the fact that you had so many nations wanting to join NATO was not like they were just trying to be dicks. They actively want protection against being invaded at a moment where there's a strong man leader and weak Western influence. So all of that is the thing I don't want to get

• 50:27Tom Bilyeu?

  lost in this. Now, you've got Ukraine standing up for themselves, and I like to believe that any of us would react in the same way if our country got invaded, that we would be strong, that we would push back, we would not give up easily, we would be willing to fight. And is it a great tragedy? Yes, of course. The loss of life is absolutely grotesque. Uh, we've talked about the fact that this has gone on longer than World War I, not as many casualties, not by a lot, but nonetheless, it's drug on for a very long time. A lot of people have died, and hadn't the negotiations happened years ago, Ukraine probably would have ended up in a better position. Now, there've been plenty of debates about, um, what happened in those early days when they could

• 51:08Tom Bilyeu?

  have negotiated, uh, and saved a lot of this, and Europe seemed to be meddling, especially Boris Johnson. But Ukraine has come out and said they wouldn't have signed that anywhere, or people speaking on behalf of Ukraine is probably a better way to say that, have come out and said the odds that Ukraine would have signed that agreement is virtually nil anyway. And I, again, hope that we can all understand why a country would want to fight for its sovereignty. But Elon had put out a tweet that people feel like kind of encapsulated what could have happened in the early days, which was basically a hold a referendum in the contested territory, because part of what Putin was saying is that, listen, there's a part of Ukraine that views themselves as Russian,

• 51:49Tom Bilyeu?

  and they want to be a part of Russia. And Elon's tweet was, they should have, and he sent this years ago, uh, they should just let them vote, and then if they vote to be a part of Ukraine, then Putin backs off. Now, I don't think Putin would have backed off, so I think that's naivete on Musk's part, but whatever. So that was his thing. Let them do that, and then, you know, whatever territories it is that he holds, I think he was saying Crimea, you just have to write it off, stop arguing about it, uh, and then do the vote on the contested part, and then, um, settle things out there so that we don't have years of what we ended up having, which is death on both sides. So people are now, you know, it's easy for us not being Ukrainian to say,

• 52:32Tom Bilyeu?

  yeah, you should have just accepted that you've lost that territory. It is what it is. Move on. So, I don't know, that feels decidedly unfair, and I doubt that I would respond in that way, uh, in the same position. Having said that, we have a sobriety that they don't have. And if your ultimate goal is the reduction of lives lost, at some point, it really would be better to say, okay, cool, we've lost that territory, but we are not going to, um, demilitarize, we're not going to back off of our relations with Europe or the US, like we're going to beef up our military presence to make sure that we're never attacked again. So, uh, that I think is, is just a, it's a non-starter. And I have a bad feeling that this is gonna go on for years more.

• 53:18Speaker 02

  This was POTUS, Trump asking about it right before his rally, which we'll get to that next, about the situation in Russia-Ukraine.

• 53:25Speaker 04

  Well, the only deal we made with Russia, frankly, they released oil into the world. Right. They didn't give us oil, they gave the oil to the world. And that was a very good thing. And the only thing we're talking about with Russia is we just got a man back that Biden was unable to get back. He should have never been detained. And I got him back by asking Vladimir Putin to have him back. And I gave nothing in return because Putin thought it was a reasonable request.

• 53:51Tom Bilyeu?

  Given that you'd already pre-authorized the removal of sanctions on my oil. Yeah, let's not let that get lost. Yeah, okay, so the Trump of it all. I think what you're looking at here is Trump understands to give his administration any chance to retain any number of seats in the House and the Senate, that he's got to show that he's not the one to blame for the higher gas prices and hey, this would all come down if we just let Russia sell their oil and we could get Zelensky to stop hitting the refineries. But Zelensky insists on hitting the refineries, you got to get rid of that guy, we've got to get somebody that's looking to make a deal in there.

• 54:32Tom Bilyeu?

  And the reality is that even with what Russia has promised to sell in, it's like only a little over 1% of the global market. So it's not going to have a big impact on anything other than the narrative. And so this is, this is that thing that we're watching play out where the volume and velocity of information allows a lot more people to be aware of the game that's actually being played. And so it's a lot less effective than this would have been 40 years ago where you could more or less control the narrative in the press. And now it's just like social media accounts run with this and you're seeing such a big fracture on the right itself that there's no containment.

• 55:14Tom Bilyeu?

  People are all too ready, willing, and able to point out what is factually accurate, which is even this play by Putin just isn't going to affect global prices. So, yeah, I think that that's all a distraction. We need to stay focused on what is actually going on. And that is what we just walked through with the Russia-Ukraine conflict and more importantly, that the world is rebalancing, that you now have two global powers, it is a multipolar world, Russia's trying to reassert itself to have dominance would be what it wants, but I doubt it's thinking of that sort of in the short term. But part of the reason that you've got more and more countries in Europe telling their

• 55:56Tom Bilyeu?

  populace to be ready for war is that they don't plan to back down in Ukraine, they plan to use it as a frontline of Europe and say, no, no, no, you, you're not marching any closer, we are absolutely not letting you take this over. We know that as the world balance changes, we, Europe, have to be unified against you, Russia's trying to have regional power, you're teamed up with China, this is really a US v China, destabilizing the global order situation. And in that destabilization, you know, sort of all bets are off. And the classic world order is basically coming to an end. The world order that we had post-World War II is just being moved around.

• 56:36Tom Bilyeu?

  And so what's happening in Iran is also a part of this grand play that everybody's making to have control of their region now that the US is backing off of being the, the one global superpower.

• 56:50Speaker 02

  Yep, and then this is after that press conference on the tarmac, Trump went over to Michigan for a campaign rally, really trying to fight that Said surge that's happening in Michigan right now for Senate. But this is what he said about one of his representatives, I don't even know what Nikki does in the administration anymore, but this was just funny.

• 57:13Tom Bilyeu?

  I think you have to start.

• 57:14Speaker 04

  By the way, I looked at one hell of a beautiful ass before, Nicki Minaj.

• 57:21Tom Bilyeu?

  Nikki, get up, let us see that ass.

• 57:23Speaker 04

  That's hard to miss.

• 57:27Speaker 04

  That's stand-up.

• 57:29Tom Bilyeu?

  It's so wild.

• 57:30Speaker 04

  That's hard to miss.

• 57:32Speaker 02

  Let me see your ass, Nikki, stand up real quick. Look at that, America, look at that.

• 57:35Tom Bilyeu?

  Just one spin, Nikki, one spin.

• 57:37Speaker 02

  Look at America.

• 57:38Tom Bilyeu?

  That's America's ass right there.

• 57:40Speaker 04

  Okay, I'm gonna get back to my story, Nikki, I hope Nikki was.

• 57:43Tom Bilyeu?

  This is crazy. So when I first heard about this, I actually stopped the video after like four seconds because I was like, we, we've already heard the story about him talking about the guy's ass. And then I was like, oh my God, this is him talking about another ass. I was like, what the fuck is happening?

• 58:00Speaker 02

  He's on an ass tour.

• 58:01Tom Bilyeu?

  So this is wild. And so there's actually, if you extend the clip, this is one of the rare times where extending the clip makes it worse because he starts out and he's like, you know, I don't often look at asses, at least not a man, but sometimes the women. I was like, Jesus Christ, man, like get it together. So I don't know if he's just doing so many things.

• 58:26Speaker 02

  Oh, here it is, here it is.

• 58:27Tom Bilyeu?

  He's pun shrunk.

• 58:30Speaker 04

  And I didn't like it, but I'm, I'm looking at him up and down and I'm studying him and then I made the mistake, I told, in fun, I said, I looked at his ass and I've never done that with a man before, it's true.

• 58:48Speaker 04

  Off the record, women yes, men no, okay?

• 58:51Speaker 02

  Off the record.

• 58:52Tom Bilyeu?

  Bro.

• 58:53Speaker 02

  You grabbed a pussy on the record.

• 58:54Tom Bilyeu?

  Yeah, right? Gee, easy with the fucking buttons over there. Yeah, this is, this is unhinged. It is amusing if it weren't the President of the United States. And I thought, okay, we don't have a lot of like footage from the early days of presidents going out and doing stump speeches. This is going to live forever, Drew.

• 59:20Speaker 02

  Nikki was out there like, my people, look at that ass over there, my fault, I'm focused, let's free to slay.

• 59:25Tom Bilyeu?

  Dude, like now, back then it would have been, look at those ankles, yeah. This is, this is going to live forever. There's gonna be like a thing in the Smithsonian that just loops like 30 minutes of the most insane shit that this guy has said. That's wild. I'm not even sure that is gonna make the highlight reel, that's the crazy part.

• 59:46Speaker 02

  Somebody said, has he ever complimented Melania's ass like this?

• 59:49Tom Bilyeu?

  I know, I was thinking like, Jesus Christ, Melania is somewhere like, just what, rolling her eyes? I mean, she knows this about him, there's no universe in which she doesn't.

• 59:58Speaker 02

  For the life of an escort, allegedly.

• 1:00:00Tom Bilyeu?

  Oh!

• 1:00:00Speaker 02

  She won. Like Melania can't be mad anymore, she's a movie star, she had the number one documentary on Amazon that one week, she is living in the White House.

• 1:00:10Tom Bilyeu?

  Ryan Snort is everything on that.

• 1:00:13Speaker 02

  Famous, come on, you can't, come on, pretty woman didn't get a better deal than that, come on.

• 1:00:19Tom Bilyeu?

  Drew is firing shots.

• 1:00:21Speaker 02

  No, okay, but I remember I had this conversation with Rushi Adar last year, he, Trump was talking crazy on the, on the like rally tra, on the trail. And people are saying, but this is why we like Trump, he's so relatable, he's so one of us. He says something, he's not presidential, he's not all stiff like those other guys, he says funny things, he makes me laugh, he has comedic timing.

• 1:00:40Tom Bilyeu?

  Right.

• 1:00:41Speaker 02

  So to me, this isn't like a new relegation, this is not a surprise, this is what, this is the Trump that the people who like Trump like, right? Like, this is a fastball down the middle, to me, it seems like.

• 1:00:51Tom Bilyeu?

  Yes, this is definitely him chumming the waters for his base, for sure. So yes, Trump has comedic timing, he knows what his audience likes, and you can see from the people behind him at the rally, people thought it was hilarious, they're laughing, and if you're going to a Trump rally, to your point, you are the center of the bullseye. Yes, there's no doubt about that. But, ooh buddy, like what was sort of cute at first, it just, like this is not gonna help the people that he's campaigning for, it's not going to help them get elected. And so this is one of those times where I am routinely shocked by people that don't rise to the moment.

• 1:01:31Tom Bilyeu?

  And they don't go, I get what gear I have to be in at this time, because hiding in there somewhere is a gear that he can go into where he can be serious and presidential and like get the thing done. But then the entertainer in him just keeps coming out and he can't stop it. And so he's got a mental map that it's like, no, no, no, this is the very thing that got me here. And he can't understand that, yeah, but at some point the tide turned and you've got to start doing something different. And so, yeah, that's where I'm just like, whatever, these personalities, okay, so you guys all know, I believe that we're all automata. It is one of the beliefs that I hold that makes people very uncomfortable. But when I watch stuff like this, I'm like, for real, for real, like we're automata.

• 1:02:15Tom Bilyeu?

  And the way that he is coded inside the matrix, he like can't get outside of his coding. And when you watch people rise to that level, it's such a like crystallized, extreme personality and they, they really can't stop themselves. And so it's like, even though this is clearly not the time for that, so you, this is the time where he needs to like, okay, this is all sinister, what I'm about to say is merely effective, it is not morally what I wish he would do. But if you're a wolf's howling in the background, guy giving him advice, what you pull him aside and you say is, listen, this has got to be about the issues, we've got to be on

• 1:02:56Tom Bilyeu?

  message, you've got some real Senate seats that are being contested that we absolutely cannot let them win, we need to talk about what are we putting in the attack ads, we've got to be just on that like a missile, you've got to be in these states talking about the things that we see the polling on and we see that it's effective. And I promise, there's no polling that's like, we love hearing Trump talk about Nicki Minaj's ass. That, no, hard pass. And so he's just not on message, none of this is like coming across as somebody who really understands, I've got to do something for the good of the party to make sure that they live on beyond me. Now, the reason that he can't do that is, is that isn't him. And so you begin to realize that this is, and people have been talking about this for

• 1:03:38Tom Bilyeu?

  a while, this is not a novel insight, but that Trump didn't take over the, the Republican Party, he made a new party that sort of for a while now has just replaced it. And so if you compare Trump to Rubio, to me, that's the difference between the party of Trump and the Republican Party. And they're two very different things, they feel different, they talk about different things, they prioritize different things. And so it's interesting that Rubio's been able to live inside of that, but if you were to see that swap out, you'd see a return to what all say is the Republican Party that I recognize growing up.

• 1:04:14Tom Bilyeu?

  But what we're seeing is Trump not thinking about what's good for the party, what's going to make sure that we get candidates in office so that when I leave, that it continues to move forward, that we have an economic philosophy that's coherent, that moves forward, that we have a philosophy of immigration, what's going to be better for the American people, that that live forward. That's not what you see. What you see is a guy that's like, just entertaining, thinking about how, it's not even like that. He's operating on like pure id. It's all instinct. It's all timing and just playing to the crowd instead of having like a strategy that he should actually be pushing forward. Because even if he were just thinking legacy, like what do you want your legacy to be? That you're funny? Or do you want

• 1:04:56Tom Bilyeu?

  your legacy to be that you're actually able to drive an agenda? So, yeah, from that perspective, this is just like, even just from be a high functioning political operative that is trying to secure your legacy, this isn't the play.

• 1:05:15Speaker 02

  Is there something to him knowing his audience though? Because I'm gonna play this clip about a Michigan voter talking about El Said. And I don't want to put too much at the feet of Trump when the voting populace is more caught up on things like this. And I'll play this video and we get to it.

• 1:05:34Speaker 05

  Abdul's barely out there. He doesn't even say his real name. Like, why can't you share your real name?

• 1:05:41Speaker 06

  What is his real name? His real name is Dr. Abdul El Said.

• 1:05:46Speaker 05

  You didn't see where he said it's Mohammed? It's Abdul Mohammed El Said?

• 1:05:50Speaker 06

  Yeah, but my name is Richard Paul Gaseford, but I always

• 1:05:52Speaker 05

  But he's running for the Senate. He should write his full name on there.

• 1:05:56Speaker 06

  Well, what is Mike Rogers' middle name?

• 1:05:58Speaker 05

  But Mohammed's not his middle name.

• 1:06:04Speaker 02

  So it's like, do I have to give you like, a lecture about policy when I could just be like, he's Mohammed, and then?

• 1:06:10Tom Bilyeu?

  Okay, so here's the bad news. I know exactly what you mean. The bad news is, this is the kind of thing that I would have been like, okay, morally, I hate it, but at least it's good advice. Like, go beat the Muslim drum, Trump. You're gonna be able to get a certain amount of Americans terrified, worried about the other. And so, that's a great attack ad, great attack message. Go beat that drum. He lied about being a doctor. He's not one of us. He's Muslim. He's got a scary name. Like, go beat that drum. That at least would be Trump on message. But we are not talking about Trump, talking anything about immigration, or anything about socialist economic policies. What we're talking about is him commenting on

• 1:06:55Tom Bilyeu?

  Nicki Minaj's ass, precisely because he knows the base that's in the room, and he's not at all thinking about like, actual, the game of politics. And so, he said over and over, I'm not on the ballot. The problem is, he's acting like he's not on the ballot. He's acting like I'm showing up to a backyard barbecue, and I just need to entertain you guys because I'm not on the ballot. So, when you peg him as somebody who's like, I've already lost the midterms, there's no way around this, I need to start terraforming everybody's minds, so that I can be like, I didn't lose, these shit-ass candidates lost. Look at me, people love me. They don't like these loser candidates. And that's where I'm like, oh god, like, this

• 1:07:35Tom Bilyeu?

  is somebody who's just thinking about, what is it like to be me in the room, right now? Not actually playing a long-term strategic game. Now, remember, I started this diatribe by saying, he's like, in full NPC mode of just not being able to rise to the moment. He's got like, a certain worldview. He is so trapped inside of it, he can't see that it's not delivering the outcome. His polls are going down, down, down. If his polls are going up, up, up, and he kept doing this, then I'd be like, yeah, I get it, his polls are going up. But his polls are like, dropping out from under him. So, yeah, it's wild. And when you look at the historic's of what happens when a president is that far down in the polls,

• 1:08:17Tom Bilyeu?

  how many of the seats flip? It's basically all of them. Like, the historical records in this moment are just, yeah, the opposition party ends up gobbling up the available seats.

• 1:08:30Speaker 02

  Excuse me, crazy.

• 1:08:32Tom Bilyeu?

  And, just to address this, like, that kind of stuff is, for anybody, like, if Ryan is trying to put a case together of like, bro, this is racism, plain and simple, grab this clip. Because, the, what's Mike Rogers' middle name? The unsaid part is, but he's white, bro, what the problem is?

• 1:08:50Speaker 02

  The middle name doesn't matter.

• 1:08:52Tom Bilyeu?

  Yeah, I don't care about his middle name, it's gonna be Timmy or something. Yeah, fucking terrible. Terrible.

• 1:08:57Speaker 02

  Are you feeling, how are you feeling going into the midterms? With early voting happening, we're literally a week away between like, in-person voting. Do you feel like it's still Republicans are probably gonna get swapped?

• 1:09:10Tom Bilyeu?

  It feels like, looking at the evidence, they're going to get bludgeoned about the head, neck, and chest. They're gonna be bleeding from the skull, have all kinds of hemorrhage problems. And, the reality is, as a body populace, or a body politic, we must punish any administration that isn't doing what they said they were going to do. So, I don't know how Trump doesn't get punished for the record. So, now, I obviously am mortified, because I know so much of the energy is radical in nature, so much of the energy is gonna go to the DSA. But you can't like, in good conscience, go just give them more chances. So, I will fully expect that they're going to lose a lot of seats.

• 1:09:57Speaker 02

  Got it, we shall see. Alright, we got a gang of supers.

• 1:10:00Speaker 07

  Yes, we do. We got seven to go through. First up, from

• 1:10:02Tom Bilyeu?

  Thank you guys, that's wonderful.

• 1:10:04Speaker 07

  Says, Tom said he wants user-driven story content for Kaizen. I suggest looking at Realm World, Cult of the Lamb, and the Nemesis system, as they all make this a core feature. Linked vids talking about each in the Reacts channel.

• 1:10:16Tom Bilyeu?

  Nemesis system, I've never even heard of them. Thank you. That is wonderful. I will absolutely do that. If somebody slacks me that, that would be amazing.

• 1:10:24Speaker 07

  Marusha Dark again, thank you for the 40 total.

• 1:10:26Tom Bilyeu?

  Yeah, and just for the help.

• 1:10:28Speaker 07

  Curious your thoughts on my tweet from this morning, entitled "A Dark Prediction." You're not the only one shouting into the void. Also, have you read or listened to Brave New World?

• 1:10:37Tom Bilyeu?

  Yep, I read a Brave New World way back in the day, but I haven't seen the tweet. What is the tweet?

• 1:10:42Speaker 07

  Uh, I could go pull it up.

• 1:10:43Tom Bilyeu?

  Yeah, pull it up. Marusha.

• 1:10:45Speaker 02

  I think, I thought it was, you're not the only one shouting into the void.

• 1:10:48Tom Bilyeu?

  That's the whole tweet?

• 1:10:49Speaker 07

  No, there's a full, he had apparently a whole thing. Um, it's too long to read right now. I can send it to you.

• 1:10:55Tom Bilyeu?

  Yeah, give me just like, a summation if you can, and then we'll respond. But a Brave New World is the, there's two potential outcomes from AI. You've got Palantir rules the world, and it is 1984. And then you have, everybody's on UBI, and they're numbed out on drugs, and that is a Brave New World. It was really fascinating that both of those books got written, looking at different aspects of how a state can go wrong. And you can take one as the left-leaning, a Brave New World, what their dystopia looks like, and then the right-leaning one of 1984. I mean, I suppose any authoritarian can be left or right, but how you end up getting clamped down on, and thought becomes a crime, and all of that.

• 1:11:40Tom Bilyeu?

  And both are dark, and both are extraordinarily in keeping with what I know about the human condition. So, it just depends on which direction we push people. Do we clamp down on them? You'll get 1984. Do we give them everything they could ever want and make everything easy? You get a Brave New World.

• 1:11:56Speaker 02

  Brave New World was on my next list, after Atlas Truck, of my, this is the things that conservatives want me to read, so that I can become a conservative.

• 1:12:05Tom Bilyeu?

  It's not gonna make you conservative, but you will go, yeah, this is what I know about humans. And you will get a very large percentage of the populace that will numb out, for sure.

• 1:12:15Speaker 07

  To summarize, I sent it to you if you want to read the full thing, but it's basically just, AI is gonna take over, you know, everything. Your biology and psychology will become completely naked and exposed.

• 1:12:26Tom Bilyeu?

  Okay, well, here, it depends on the timeline, but I think this is an inevitability, if the technology does not asymptote. So, if AI continues to get smarter and smarter and smarter and smarter and smarter, what it's going to do is offer the promise of, hey, I can help you be smarter. Would you like to be smarter? Yes. I can help you live forever. Would you like to live forever? Yes. Hey, I can help you run faster. Would you like to run faster? Yes. Better vision? Yes, please. Like, it will just keep getting upgraded, biologically or through cyborg implants. That, keep in mind, this is already happening right now, today. So, you can already do a brain-computer interface, right now,

• 1:13:08Tom Bilyeu?

  today. That exists. There are humans running around. The low-level version, which is still miraculous, is a cochlear implant. The high-level ones are the guys playing video games through thought alone, speech through thought alone. You've got people controlling exoskeletons through thought alone, robotic arms through thought alone. This is happening right now, today. This is not a thing off in the future. So, now imagine, 50 years, 100 years of progress, okay? So, not gonna play out in five years, not gonna play out in 10 years, because you're interfacing with biology, it's gonna be very complicated. But, if you stretch that out to 100 years. Barring some, again, if the technology stalls out, then that becomes irrelevant. But if it doesn't stall out, that is inevitable.

• 1:13:53Tom Bilyeu?

  So, yeah, I don't expect that to be super popular. This is exactly why I wrote Neon Future, the comic book. Is all about what does the society look like when some people reject technology because they consider it unholy in some ways? Probably an easy way to think about it. And then other people go, but this has made my life better. And so therefore I embrace the technology. What does that divide look like? And so I'm a techno optimist, so you'll forgive me for taking a look. The villains are the people that are clamping down on people who've integrated technology. But that is actually what I expect to happen.

• 1:14:31Speaker 02

  In going on integrated technology, Cyberpunk, Edgerunners, season two drops.

• 1:14:36Tom Bilyeu?

  Dude, season one was so dope.

• 1:14:38Speaker 02

  Season one was so good. I don't know what happened with season two. I think their budget.

• 1:14:40Tom Bilyeu?

  Oh, it's not good.

• 1:14:41Speaker 02

  The animation is weird. There was, I watched the first episode, there was three scenes when there was a still image of no action for six seconds on the screen.

• 1:14:50Tom Bilyeu?

  As an anime fan, I'm so used to that. I wouldn't even.

• 1:14:52Speaker 02

  No, no, no, but usually it's like a tea mug or like.

• 1:14:56Tom Bilyeu?

  It's got steam.

• 1:14:57Speaker 02

  The autumn breeze or something like that. Nah, this was like the back of some dude's head. And I'm like.

• 1:15:02Tom Bilyeu?

  Interesting.

• 1:15:03Speaker 02

  Yeah, like, so it was artistic, I guess, but I was like, they must have ran out of budget or something. There was a fight scene that was voiced over. And then you see in the back of another person, like you see like the side of the wall instead of the scene. I was like, I don't know if they had the animation budget to.

• 1:15:16Tom Bilyeu?

  I'll need to see it.

• 1:15:18Speaker 02

  Right, yes, just the first episode, you'll see what I'm talking about.

• 1:15:20Tom Bilyeu?

  One of the best moments in all of anime, and I'm ready to fight over this one, is the elevator scene in Neon Genesis Evangelion. I don't remember how long it lasts. It is completely silent and static for, I don't know, man, 15 seconds, 20 seconds. It's crazy.

• 1:15:36Speaker 02

  Okay.

• 1:15:37Tom Bilyeu?

  Crazy.

• 1:15:37Speaker 02

  And you might appreciate it.

• 1:15:38Tom Bilyeu?

  But it was so good. I was like, yo, these fucking guys like have balls. That whole show is unbelievable. Do not let your kids watch it. That shit is heavy as fuck. I cannot believe it is an animation aimed at kids, but wow, it's so good. And that was my, that was the thing that made me fall in love with anime. Because I realized, oh, the, they, the Japanese do not treat animation as for kids. They treat it as an art style and you can do something for adults, for kids and everything in between. Phenomenal, phenomenal.

• 1:16:11Speaker 02

  Nice. Now, I remember you were talking about season one, but yeah, definitely check it. It's easy, interesting.

• 1:16:16Speaker 07

  Native the South says, I'm curious how Ryan's take on the Cornell seven has evolved. By the way, you do a great job, Ryan. Thank you, Native the South. Um, I mean, they're rapists and she agreed to a threesome. Seven people came in and she didn't give consent for seven people, so she was raped.

• 1:16:31Tom Bilyeu?

  Okay, quick question. Oh, God, I, I've researched this and have not wanted to talk about it. Here we go.

• 1:16:40Tom Bilyeu?

  Do you know that she did not have sex with all seven of them?

• 1:16:44Speaker 07

  That is not what I've heard. She agreed to a consensual threesome and then as the process went on, um, she didn't want to do it anymore. And they were, the door being blocked, they were stopping her from leaving. And there were texts sent to a group chat saying, come fuck her. So she was raped.

• 1:17:01Tom Bilyeu?

  Yeah, there are, um, oh, God. Do we want, you asked for Ryan's opinion, I'm gonna remain silent. I will just say that.

• 1:17:08Speaker 07

  I don't think chat agrees with me anyway, so.

• 1:17:10Tom Bilyeu?

  I encourage you guys to do research on it. You don't need me to predigest this, just go do the research. There is so much information out there now. Uh, you'll be able to separate some of the early rumors from the timeline of, basically, if you pay attention to what the woman herself says. She essentially walks people through the timeline and how things change, obviously not on purpose. It's just she wrote about it, tweeted about it, or not tweeted, but, uh, text about it. Uh, there's police reports and then how things change over time. Just go look in her own words, um, how things evolved, make your own decision. It is, it is something as a culture, we are gonna have to come to grips with, um, as to what.

• 1:17:54Speaker 02

  I feel like you're, you're teasing me right now because you told me everything about your take, except your take. So is it, is it that like consent can be removed and that was a part that is the?

• 1:18:06Tom Bilyeu?

  It, so here, my really raw, naked.

• 1:18:10Speaker 02

  Yeah.

• 1:18:11Tom Bilyeu?

  Um, assessment of the situation without getting lost in the debate is.

• 1:18:22Tom Bilyeu?

  We have gotten to the point as a society where we act like sex is not this really important thing.

• 1:18:31Tom Bilyeu?

  Sex is fun, it's amazing, but it is also socially high risk. It carries other, um, health consequences. So there are taboos around it for a reason. There's a reason that men and women are evaluated differently. And I think what ended up happening in this is that you had guys being, um, not protective of the situation, like prob, the, the guys who tried to come in and say, hey, we should probably stop. Um, that's the right response, but it is infantilizing somebody's decisions.

• 1:19:15Tom Bilyeu?

  She has stated publicly or in, in things that other people have put forward. So we've seen the text messages, basically, uh, where she said, this was all consensual, we're adults here. Um, we're all making our own decisions, nothing is illegal, like actually saying that. Um, and then when people started basically slut shaming her, she's like, yeah, I know, but people need to grow up and be adults. Now, there was like all of this sort of back and forth in the act itself where she was, I think, more trying to have a relationship with one guy. And then that became a threesome and she was open to it, but then other people start coming in.

• 1:20:01Tom Bilyeu?

  Now, the overall read is like, if she told somebody no, then they stopped. But was there, should she have had to say no? Was there like some weirdness that was building in the room? That is gonna have to come out in a court of law. But by her own retelling, by her own sworn statements, that this was at first, not something that she considered illegal or problematic in any way. And then as she began getting ostracized, she started to feel different. And then the narrative starts changing and people start saying that she was victimized.

• 1:20:42Tom Bilyeu?

  Now, she at first said, well, they're just saying that because in any group sex encounter, people just assume the woman is a victim. But then like it really started heating up and she wants to go to the Halloween party. And they tell her not to come. And then she starts growing more negative, moving more towards that, yeah, maybe something bad did happen, maybe this really was rape. And so her own internal narrative of what happened changed. And so this is where I'm just like, humans are a very fascinating creature where of, with your own actions and your own history, you can change what it was.

• 1:21:21Tom Bilyeu?

  And you can go from, no, I was fine, these were all my own choices, to actually, no, wait a second, I was manipulated, this was rape. And so that is a thing that we have to contend with, both the seriousness of sex and trust me, this is not me being prudish. That, that is not my read on the situation, but this got out of hand. And this got out of hand either because, uh, she wasn't ready for how she would feel about it herself. She wasn't ready for the public backlash, whatever. It got out of hand because people started coming in the room that never should have been walking into the room in the first place. And she was, she felt fine, I'm putting up my boundaries and my boundaries are being respected enough that I still feel comfortable in the situation.

• 1:22:03Tom Bilyeu?

  But maybe she never should have been in that situation in the first place and like, it's weird that people are just sort of wandering in. There's so many things that will all have to be parsed out. Where Ryan and I disagree pretty vehemently is the very thing that this isn't for me is cut and dry. And where we were in a more stable place as a society was when there was a little more social repression. Uh, again, I'm so not prudish, I'm sad that we're finding ourselves here. Sexual adventurism sounds fantastic until we start hitting things like this.

• 1:22:42Tom Bilyeu?

  And so it's just watching this unfold, I'm like, there are so many landmines in this that we're probably better off pumping the brakes, taking a bit of a step back and saying, okay, some of these boundaries, even though they're just socially, uh, applied, um, are applied for a reason. And so women being a little bit more standoffish, I think will serve them well. They don't have any, they're not morally bad people if they decide that they want to have all the orgies in the world. I love it the most, like have fun, it's yay, but damn, like there are waters being muddied here that clearly as a society, we're not ready for yet. And so this is gonna just destroy all of the people involved.

• 1:23:27Tom Bilyeu?

  Their public lives are going to, it have already been irreparably damaged. Nobody is winning coming out of this. And so, um, I think what we have to have is a real conversation and this is where I weep that Jordan Peterson is MIA. While I understand there are a lot of people that hate his take, when he was talking about socially enforced monogamy, I was like, oh, he's right. People fucking hated him for it and they made it sound like he was trying to, um, maids, A Maid's Tale, what's that show called?

• 1:24:02Speaker 02

  Handmaid's Tale.

• 1:24:02Tom Bilyeu?

  Handmaid's Tale, thank you. Uh, that he's trying to Handmaid's Tale women, which was not at all, uh, what he was doing, in my opinion. But that was something where he was the first person to put on the table. Some of this just has to be enforced through social mores and we, we need to have that conversation.

• 1:24:23Speaker 02

  Interesting. Thank you for the full take. That helps give it context and color. We're in the middle of super chats.

• 1:24:28Speaker 07

  Uh, yes. Mediator Drew says for Thursday, it would be great to know how your AI agent based system would apply to a 501(c)(3) nonprofit service. Looking forward to Thursday and thank you for your good works.

• 1:24:38Tom Bilyeu?

  What's happening on Thursday?

• 1:24:40Speaker 02

  Your AI masterclass.

• 1:24:42Tom Bilyeu?

  Oh, oh, but he said to Drew.

• 1:24:44Speaker 02

  No, his name was.

• 1:24:45Speaker 07

  No, Mediator Drew's his name.

• 1:24:46Tom Bilyeu?

  I was trying to make that all make sense for you. I'm like, wait, what? Got it. It would be great to know how your AI agent basis.

• 1:24:54Speaker 07

  Apply to a 501(c)(3) nonprofit. So like if you wanted to apply the agent system that you're pitching during your classes to a non-

• 1:25:00Tom Bilyeu?

  Oh, oh, oh. How can a nonprofit use AI? Got it.

• 1:25:03Speaker 07

  That's what they want to know on Thursday.

• 1:25:04Tom Bilyeu?

  Got it, got it. Probably better that I speed run it here because unless he's there and re-asks a question, which if you're there and ask that question because we do an open Q and A at the end, I'll happily answer this again. Uh, but the super speedrunny version is that, uh, it doesn't matter. AI is simply intelligence itself. So you now have a thought partner. You have somebody that can build your pitch decks. You have somebody that can help you put together, um, how you're going to raise capital, um, how to deploy that capital effectively, assessing the groups that you want to give your money to, all of that stuff. Um, so yeah, uh, that would be a wonderful use. It's just intelligence.

• 1:25:41Speaker 07

  Steve L A moth elevate. I think I said that right. Oh, Steve Lamath elevate. I apologize if that's your last name. I run a small business in the real estate space, doing around 2 million revenue with a team of 10.

• 1:25:54Tom Bilyeu?

  Nice.

• 1:25:55Speaker 07

  AI adoption is still so small, maybe 5% of the market. AI is finally transforming our business and doing real work. AI revs will go up with adoption.

• 1:26:03Tom Bilyeu?

  So agree. Yeah. That's just literally true. That's how these things play out.

• 1:26:08Speaker 02

  Yeah.

• 1:26:09Tom Bilyeu?

  So yeah, we're maybe not seeing it in the big stuff yet because for the reasons that I laid out earlier, but yes, inevitable. And for anybody making ground level contact with this stuff, if you put them on something good and you're there working with them, you're not just like, go do a thing. You're actively engaging with it, pointing out when it's doing something stupid. It's really unbelievable. Unbelievable.

• 1:26:31Speaker 02

  And thank you for the big super chat. We appreciate it.

• 1:26:33Tom Bilyeu?

  Yeah, no doubt.

• 1:26:35Speaker 07

  Didn't even see that. My bad.

• 1:26:36Speaker 02

  No, all good.

• 1:26:36Speaker 07

  Jimena Cortez says, Tom, how did you become so well spoken? I want to improve the way I communicate thoughts and admire how you do it. Is this something you actively practiced? If so, what did you do?

• 1:26:48Tom Bilyeu?

  Yeah. So, uh, from the time I was about 14, I was actively trying to be a comedian for years. And so I would stand in front of a mirror with a literal two, uh, um, hairbrush and I would perform acts. And so that was probably the beginning of it. The real honest answer is I'm highly verbal. I always have been, even as a kid. Um, words were always the thing that my mind was good at producing. So you've got natural inclination meets an unimaginable amount of practice, even while my brain was still developing. And then now I've been in front of a camera for 10 years, actively recording content, week in and week out.

• 1:27:32Tom Bilyeu?

  And I would say certainly on topic specific things, doing a live show three days a week has been utterly transformative. Um, I've recently started guesting again on other people's shows and I'm reminded at how easily I can talk about these topics now because all of us spend so much time, um, talking about it. So it's really about number of hours that you put into something. And if you have a natural inclination towards it, that's going to help a lot. But just do the thing a lot, like a lot, a lot, a lot more than you think you're going to have to do. Um, actively either practicing or speaking in some sort of public fashion, I have put

• 1:28:14Tom Bilyeu?

  30,000 hours. I mean, it's, it's going to be, and this obviously my, over my whole life, an unimaginable amount of practice. So do the thing a lot. And then by the way, I read, I think a lot more than people realize, read and like research because a lot of it's YouTube videos. But like a lot, a lot, a lot, a lot, a lot. Uh, I work on average 93 hours a week and a lot of that is research. So just knowing the topic helps.

• 1:28:40Speaker 02

  Did you ever do impressions?

• 1:28:43Tom Bilyeu?

  I don't think so. Yes, I lied to you. I used to do, when I was young, and I will not do it for you here now.

• 1:28:50Tom Bilyeu?

  Uh, but I used to do Ace Ventura impression.

• 1:28:52Speaker 02

  Somebody literally said it in the chat. You do a Jim Carrey impression, don't you?

• 1:28:56Tom Bilyeu?

  No, I wondered if he's heard me say that before, uh, I'll discount it because I have said it before. But if he literally has never heard me say that before, that there's something very telling in that.

• 1:29:04Speaker 02

  That's.

• 1:29:05Tom Bilyeu?

  Uh, but yes, I used to go hard in the paint. I could do like entire scenes from that movie.

• 1:29:10Speaker 02

  That's funny.

• 1:29:11Tom Bilyeu?

  Yes. He, for somebody my age, that kid was goaded. I laughed until I thought I was going to rupture my spleen the first time I saw Ace Ventura Pet Detective. That, that is like my kind of comedy. Uh, so yeah.

• 1:29:25Speaker 07

  Uh, I'll also add, just writing is good. Like if you journal, that's a good way to, to improve your, your words.

• 1:29:30Tom Bilyeu?

  Facts.

• 1:29:31Speaker 07

  But last super chat for now, Dubious Zebra says, Tom, you once said Trump's style may work in backroom deals. Can you explain? Can't see how playground insults, empty threats, in line would ever work in business. Deal killers. Did Quest ever close deals using Trump tactics?

• 1:29:46Tom Bilyeu?

  No, that is for sure. Uh, on the quest thing. So the reason that I say that I can see it is I, in business, I see people try to big dog other people all the time. And it is, um, it's effective on one layer. So if you have a bunch of powerful friends and you are getting together and you bully each other to be sure, but in a way that you still feel a certain long-term loyalty to that person. So you're able to get a lot of things done. What ends up happening, especially with guys, is a pecking order gets established and there's a certain amount that you accept from somebody because they can do a thing for you.

• 1:30:24Tom Bilyeu?

  And so if Trump, if people believe that Trump can help me with something and he doesn't cross certain lines, they'll let it go. Uh, and then in a back room, because everybody's jockeying for position, like it's really ludicrous. The, you guys know the whole Trump handshake thing, how he like jerks people and like whose hands on top? That shit plays out in business meetings all the fucking time. Now it isn't everybody. In fact, I'll say it's a minority. But there's like 10% of these alpha guys that are really trying to prove something and they really do all that dickheady bullshit. And so, uh, the number of times where you'll see a business negotiation happening where one has more leverage over the other, they act like it.

• 1:31:03Tom Bilyeu?

  And so it, the reason that people talk about, you want to put yourself in a win-win situation is that there's a very strong contingent of people. They don't act like that. And they really do try to go in and bully and play their leverage and push people around. Again, it's not everybody. It's a minority, but you see it really frequently. And so even if, call it 80, 90% of the bulk of people in that world are, call it normal. You do see people that run the other strategy that you run into with frequency and it works. Now it doesn't work all the time. And as you're pointing out, it has a very big downside in that when that person topples, they go fast and they go hard because people want them to lose.

• 1:31:42Tom Bilyeu?

  But yes, I have seen a distressing amount of that behind the scenes. It's not my strategy, but it is certainly a strategy. Uh, yeah. And the more you do business, the more you're going to see that. Now the worst is when somebody really, really competent deploys that strategy. Ironically, they can get away with it more than the next person because people are like, well, they can do a thing I can't do. So I'm going to put up with some shit because they're going to take me farther. And so you'll see that one as well. It's pretty rough. I've seen also people get broken by that. It's really nasty. And yeah. Anyway, I'll stop there, but I, yeah.

• 1:32:22Speaker 07

  That's it for super chats.

• 1:32:23Speaker 02

  Cool. All right. We got to jump over to Robert Rake. And the reason I'm bringing this up is because there's been a lot of talk lately, him, Karen Swisher, uh, Jennifer Welsh, they all have been talking about going after Elon Musk. And it seems kind of like a coordinated effort now to bring Musk into the middle of politics from the democratic perspective versus Trump or policy or something like that. So.

• 1:32:44Tom Bilyeu?

  Well, in fairness, Elon did a cannonball into the center of American politics. So in many ways he's done this to himself, but uh, it started back when there was a California senator, was it Barbara Boxer? I don't remember, but somebody, uh, said to Musk, he can fuck off or whatever. Um, when he was still had Tesla headquartered here in California and he just wrote back message received. And then proceeded over the next couple of years to migrate to Texas. Um, so politicians have been aimed at him for a while. Now though, to your point, the rhetoric is really dialing up and these guys are getting like, um, Kara Swisher basically endorsing locking him up.

• 1:33:26Tom Bilyeu?

  Yeah, and now this, what you guys are about to hear is full-blown unhinged, but we'll let him say it for himself.

• 1:33:34Speaker 04

  We've got to defund Musk. And when I say defund Musk, you know, 75% of his wealth is dependent on taxpayers, who are buying Starlink systems for the National, for the Department of Defense. Defund Musk. I mean this. If we, if we have a democratic administration and, and the Democrats ought to be starting this, not just with oversight hearings, but also starting, laying the groundwork for nationalizing Starlink and, and SpaceX. Nationalize it. It should be a public corporation. We should not ever have that kind of power in one person's hands, one private person's hands. I mean, Musk is buying, trying to buy the senator from Texas.

• 1:34:19Tom Bilyeu?

  That's less crazy.

• 1:34:19Speaker 04

  Why would we, why should we allow this?

• 1:34:21Tom Bilyeu?

  We shouldn't.

• 1:34:22Speaker 04

  Seriously.

• 1:34:23Speaker 05

  Well, we shouldn't. And then this week, people started talking about, oh, Musk is gonna be held accountable. And he said, live by the sword, die by the sword.

• 1:34:31Speaker 04

  Well, that was, that was in X on, on one of his.

• 1:34:35Tom Bilyeu?

  You can pause it. I don't know why I was jumping in to clarify. Yes, it was on X, but, uh, so he's trying to make clear the very real truth that everybody needs to wake up to, which is that if you live by the sword, you will die by the sword. So if you're gonna go after him and other political opponents, guess what they're gonna do? They're gonna go after you. It is so fucking stupid that people cannot see this coming a mile off. We need to get money out of politics, but you're not gonna get money out of politics by legally pursuing the politicians that put money into politics. You're just asking them to go after the Soros family and all of the things that they're doing and all of the other donors. Like, what the fuck are you guys doing? People on the left and the right are courting money non-stop. What we need to do is put policies in place and make it impossible for money to go into politics,

• 1:35:19Tom Bilyeu?

  not to persecute the people that are using the system that we have created. This is asinine and will turn all of America into the Hatfields versus the McCoys. People need to snap the fuck out of it. This is so stupid. These guys are so ignorant. I don't understand how these guys cannot see that which I do will come back to haunt me. Bro, like, people just are, this is NPC territory. I do not understand what these guys are thinking. How, how do you not understand that this will come back around to bite you in the ass? This is so wild to me. So, yes, get money out of politics, do it at a systemic level. We have to change the policy to make sure that we can't have money pouring into politics.

• 1:36:01Tom Bilyeu?

  We need people on both sides to point out the moral catastrophe that this has become, absolutely. But if you wanna just make it worse, now start pursuing your opponent legally or with lawsuits. Jesus Christ, this is so dumb and self-defeating.

• 1:36:17Speaker 02

  Um, let's jump in on the nationalization thing, cuz I think we get that critique a lot from Elon Musk, is that a lot of his companies are based on taxpayer funding, government subsidies, federal contracts, things like that.

• 1:36:29Tom Bilyeu?

  Yes.

• 1:36:29Speaker 02

  Um, taking Tesla off the side, cuz that's the only true consumer product. If what Robert is saying is right, 75% of Starlink revenue is tied to federal or government, um, contracts, is nationalizing that, that crazy?

• 1:36:44Tom Bilyeu?

  Yes.

• 1:36:45Speaker 02

  Okay.

• 1:36:45Tom Bilyeu?

  Like crazy.

• 1:36:46Speaker 02

  Explain the mechanism for it.

• 1:36:47Tom Bilyeu?

  In burning, uh, gigantic letters writ large across the sky. Like, I, I don't know what people are thinking. So you had satellite launches, nationalized, you had NASA doing all this shit. You had your entire rocket industry nationalized for god knows how many years. How'd that go for you? You moved backwards. You started innovating literally in reverse. We were making things slower and more expensive, and you had the free market do what the free market does, which is it finds a brilliant person somewhere that wants to selfishly build something. And hey, maybe they wanna do some good, but I don't even need you to believe in that. They just wanna get rich. You can think of it that way. Fine. And then they do what the government was unable to do for decade after decade after decade.

• 1:37:33Tom Bilyeu?

  Now, when, when he talks about this government funding, I wanna reach through the screen and like slap him around. Dude, the government is saying, there is a thing that we want. I need someone to make this thing. And so we, the government, are going to pay someone to make this thing. Starlink and SpaceX are doing something no one else has been able to do, not just in the US, around the fucking world. And so now, the parasitic government, the US government is a fucking parasite. People need to understand that. It started small, yay, and was amazing, cuz we should not be looking for no government. But you now have a parasite that just grows bigger and bigger and bigger and just takes and takes and takes.

• 1:38:14Tom Bilyeu?

  And we're now saying, hey, the government that wants a thing and is paying somebody to do it, and oh, by the way, one guy on the fucking planet, it's not like there's a dude in China doing this. One guy on the fucking planet has been able to aggregate the talent and build this thing up and create this stuff. We're now going to nationalize that when we were unable to do it for decade after decade after decade after decade, with all of the money fleeced from the American people. We still couldn't fucking do it. The free market delivered it. Now we wanna take it over because we don't like money in politics? Get money out of politics by not being a dumb fuckhead, which is exactly what these guys are doing. Get it out at the policy level. You don't start shooting the people that put money into politics. That's fucking retarded.

• 1:38:58Tom Bilyeu?

  So all of this is just absolutely asinine. These are people that do not build. All they do is fucking commentate. And because they do not understand the absolute unparalleled historic, uh, contributions that Elon's companies have made to technology, they, they're just like making it as if this is some trivial thing that won't fall to shit after they nationalize it. It is, it is ignorant to the human condition. It is ignorant to the way that governments become parasites inevitably. And i- it's so frustrating to see these guys make out like, he's just doing this easy thing and he's fleecing the government for all this money, instead of realizing the government's gonna buy it from somebody.

• 1:39:41Tom Bilyeu?

  Why do they buy it from him? Because he makes the best shit. I think he represents 90 to 95% of all tonnage put into space. Dude, think about how many other countries there are. He still puts out 90 to 95% of all the tonnage. What the fuck? So I, yeah, this, this is so stupid. It is so self-defeating that when I see stuff like this, I see us racing to being like Europe, to being the same pro-regulation, pro-government, and pro-death country that all those dumbasses are. They have moved themselves backwards so far.

• 1:40:27Tom Bilyeu?

  England used to rule the world. The Dutch used to rule the world. Spain used to be everywhere. These guys have lost the ability to build, to innovate. The entire industrial revolution, to which you essentially owe all of modern life, so that your wife doesn't die in childbirth, uh, so that you're not working back-breaking labor in a fucking mine somewhere. All of it was started by England. And now, they're like some, like, low-level, G20, sure, but like, these guys are just on the decline. France on the decline. Canada, Jesus, falling off a cliff.

• 1:41:08Tom Bilyeu?

  It, it is so crazy. And remember, Canada wants to be a, like, honorary member of Europe. So if you wanna know why I bring them up when I talk about Europe, that's why. Um, it's so crazy, man. It is so crazy. Shooting yourself in the face.

• 1:41:23Speaker 02

  Yeah. Um, and just for the reminder, this is our second election across a billion dollars in individual contributions.

• 1:41:32Tom Bilyeu?

  Get money out of politics.

• 1:41:33Speaker 02

  Yeah. It's hard to, somebody just said that in the chat. It's so hard to get money out of politics when there's so much money coming in.

• 1:41:38Tom Bilyeu?

  Yeah, and they want it. That's the problem. When it's the other side, then you scream about it. When it's your own side, you just try to take as much as you can, as quietly as you can.

• 1:41:47Speaker 02

  And for the record, that billion dollars is split up between parties, so it's no means going to one person, one party versus the other. So this is a both-sides problem. Everybody in politics is getting paid, and that's the money that we wanna get out.

• 1:41:58Tom Bilyeu?

  So wild.

• 1:41:59Speaker 02

  Yeah. All right. Uh, we need to jump through economic case really quick because according to Bull Theory, there's a tweet that we have that went out last, yesterday, Americans are going bankrupt at an alarming rate. Nearly 470,000 bankruptcy cases were filed in the US in just the first seven months of 2026. Up 11% from last year. Small businesses' bankruptcies have surged, staggering 46% in a single year. Rising living costs, expensive loans, and mounting credit card debt are pushing more Americans into financial trouble. And with inflation rising again, the pressure on households and small businesses could get even worse. Daily reminder, Spirit has also went out of business, and that's why all your airfare prices are going up.

• 1:42:37Tom Bilyeu?

  Yeah. Yeah, I mean, listen, when you look at who is likely to be living paycheck to paycheck, it is a startling number of people. You've got people that are making like $500,000 a year that still consider themselves living paycheck to paycheck. People are not saving an appropriate amount of money. People on the bottom side of the K are in such a brutal position, given the inflation, that just to stay afloat, they're having to take things out on credit. So I'm not surprised by this. The reality that we're seeing defaults in home loans, we're seeing defaults in car loans hit record numbers. So yeah, unfortunately, when you're relying on all your financial instruments to carry the economy, you're not in a good place. This is why we

• 1:43:18Tom Bilyeu?

  absolutely must get a thriving middle class back. Yeah, that just, all eyes need to be on the middle class. What do you actually have to do to get the middle class back? You're gonna have to return manufacturing back. Some things are going to get more expensive because you need to be doing things here on your soil that would be cheaper to do elsewhere, but you need to control your own destiny. And I know the corporations are not gonna want to hear this, but you've got to put power back in the hands of the workers. It just is what it is. And so, getting in a position where you can make your workers more productive with AI, but pay them a better wage, that really needs to be the key. Now, to do that, you can't have shit-ass workers

• 1:44:03Tom Bilyeu?

  that you're just throwing more money at. These have to be highly trained workers, which means we need to stop betraying people at the level of what we're doing at the education. Education has to be awesome. It can't just be free. It's gotta be amazing. And it is not. We throw more and more money at the problem, get worse and worse results. You've got to get rid of the unions there. They are just absolutely strangling it to death. You've got to be focused on making sure that if a student can't pay their student loans, that they can go bankrupt. So they can declare bankruptcy, so that the people that are loaning them money stop fucking loaning them money. So that people get real when they decide if they're gonna go to college, that it's something that the marketplace actually wants, and we're not just pumping out a bunch of overproduced elites.

• 1:44:45Tom Bilyeu?

  It's really like we've been making so many bad decisions for so long, that unfortunately, history says the only thing that will turn this tide is enough pain and suffering. We will turn around, but it will only come after people have really gotten hurt. And then they'll be so angry, they will force discipline, they will force austerity. But until we get to that point, it just isn't going to happen. And if you don't get austerity and discipline, then you can tax everybody into oblivion and it won't solve your problem. Just ask Europe.

• 1:45:17Speaker 02

  And keeping the train moving. Excuse me. Canada, Ontario premieres Doug Ford. This was dude I was talking junk about Trump earlier this year. Just canceled Elon Musk's Starlink contract and banned all US companies from government contracts in response to Trump economic war with Canada. People forget them tariff wars are still going on. It's done, it's gone, Ford said. We won't award contracts to people who enable and encourage economic attacks on our province and on our country.

• 1:45:43Tom Bilyeu?

  Okay, so the only bad thing is, this is all true, but it's actually from 2025. So the guy that put that this is breaking news, shame on him. This is not breaking news. But yes, it's a current trend that's continuing. The relationship between the US and Canada is souring. Canada sees themselves as a part of Europe, and so they're gonna continue to ally themselves with Europe and China and move away from the US. All the smack that Trump talks just makes this worse and worse and worse. If Trump, that, anybody watching their screen there just got a preview of coming events. So yeah, yes, all true, but people just going for headlines with that one.

• 1:46:26Speaker 02

  Uh, copy. Thank you for the community note live. Um, all right, I'm gonna slightly pass this ball to Ryan, because I feel like you have watched more H3 than I ever have.

• 1:46:36Speaker 07

  Oh, I know more stuff about him, but I hate H3H3, to be transparent.

• 1:46:40Speaker 02

  Oh, really?

• 1:46:41Speaker 07

  Yeah, he's a, he's an interesting character that's evolved over the last decade, but what about it?

• 1:46:47Tom Bilyeu?

  I'll give you guys a breakdown of the like, what's happening. So H3H3 is a massive podcast. If you guys aren't in the social commentary space, you may not have heard of him, but it's an absolutely massive podcast. Some people are clocking his empire somewhere in the neighborhood of $100 million. He's become very famous because he's very litigious. He sued a lot of people, basically put people in positions to take advantage of him in a way that they absolutely shouldn't. I mean, just blatant people trying to take money out of this guy's mouth. But then he gets very theatrical and sues them, and so that's turned a lot of people off. So his name is Ethan Klein, and this whole like infidelity fiasco is really out of hand. Now, when you're

• 1:47:31Tom Bilyeu?

  looking at what's confirmed on October 22, he posted that the H3 podcast was going on indefinite hiatus. Just hours later, his wife, Hilla Klein, posted a statement on Instagram, and she's basically just completely distraught. Says her husband of 14 years had been having an affair for more than six months. She says that she had raised concerns and he was being very dismissive and was like, what are you talking about? This is crazy. Then she caught him in a lie. Then he finally starts admitting, okay, well, yes, but it was like just a kiss. And then, okay, it wasn't just a kiss, it was like emotional cheating, but that's it. And then finally, that becomes

• 1:48:12Tom Bilyeu?

  an admission of like this full six-month affair. They're now separated, she's moved out, she has their three sons, ages seven, four, and two. Now, the response has been wild, because this guy is on camera talking about infidelity, like a whole bunch, saying, it's so grotesque, I can't believe that people do this. Do we have those clips?

• 1:48:32Speaker 02

  I have a couple.

• 1:48:32Tom Bilyeu?

  Because when you know what ends up being true, like the fact that this guy has popped off about this so much is part of what's making this absolutely blow up. I mean, pockets of the internet, like this is basically all they're talking about. This is the lead story over on Philip DeFranco. I mean, this is absolutely massive, because for so much time, he was saying people that cheat on their wives are grotesque. Anyway, if we have the clips, we'll play them, but.

• 1:48:58Speaker 07

  There's also context of the whole reason we're able to do this show here and react to things is because of a precedent he set back in the day. So when I say I hate H3H3, I hate the new era with this podcast, I stopped watching around then. But back in the day, he was the react guy. He'd call people out. He would be like, hey, this is a thing you shouldn't be doing. It basically got him into a court case where he rightfully fought for fair use for YouTube. And then he went on this crazy podcast streak after October 7, where he started becoming more of a Zionist. His wife was in the IDF, it's a whole story. And he started then using that lawsuit that he did back in the day by putting one of his videos, I forget specifically how it worked, but they basically made it copyrighted to a point where if you reacted to it, he could sue

• 1:49:40Speaker 07

  you for reacting to the video. And then he started targeting creators without all this money, because the context of the $100 million is his wife's clothing brand, so not their podcast. His wife's clothing brand is what made them the money, which is why this is such a big thing, because technically, which both of them suck, they're both Zionists, they're awful people, but they both, it's Hila who basically shot H3 into what it is because of Teddy Fresh, which is the clothing brand.

• 1:50:05Speaker 02

  Got it.

• 1:50:05Tom Bilyeu?

  Yeah. Very interesting. Now, some of the details in there might be a little contested. So for instance, when he, the lawsuit that he put these smaller creators into, was they said on camera, I'm going to react to this video, so don't go watch it on his channel, watch it on mine. That was a big part of what he got them for. And then they weren't reacting, they were just letting it play. So instead of doing fair use, where somebody's actually responding to it, making it a novel piece of content by adding their own thing on top, they were like, at one point, one of them spent like, let's say it was a 30-minute broadcast, she spent 18 of the minutes like smoking, and that was it. And so that's where he ended up getting him, but he was so like over

• 1:50:50Tom Bilyeu?

  the top that people started backlashing on it a bit. So, and I don't know what ended up happening if those cases got dismissed, or if they.

• 1:50:57Speaker 07

  They got dismissed. One went through and he forced someone to make like a hostage-style apology video to Asmongold, for whatever reason. But the rest of them got dropped, because they were all like, basically, the judge was like, you're doing the same thing a person did to you a decade ago, which I don't know how long ago his original case was.

• 1:51:16Speaker 02

  All right, let's get to these clips, because he was talking spicy about cheaters in this one.

• 1:51:20Speaker 06

  Again, I just hate men who have kids. They fucking put their wife through childbirth.

• 1:51:29Speaker 06

  They deliver you two beautiful children.

• 1:51:34Speaker 03

  And then you go and cheat on them, bro. Fuck that.

• 1:51:37Tom Bilyeu?

  That's a good take.

• 1:51:38Speaker 03

  It's so fucked up.

• 1:51:39Speaker 05

  Yeah, and she probably believed in this like image of there's a perfect couple.

• 1:51:44Tom Bilyeu?

  Yeah, alas, though, that's your man. He did it. Now, there was the woman that he cheated on was with, uh, sorry, the woman that he cheated on his wife with was also on the show, Drew. That image keeps popping up. I'm not sure what's happening right now. Uh, yes, thank you. Alleged. Allegedly.

• 1:52:04Speaker 07

  I mean, it's like all sorts of point to it, but. It is still alleged.

• 1:52:08Tom Bilyeu?

  Yes. Thank you, Brian. The, the allegations are such that the woman that he allegedly had the affair with was also an employee. Now, the reason that people are running with and saying that this is probably true is that he,

• 1:52:30Tom Bilyeu?

  all the people that work for them unfollowed one of the other employees. And so they seem to be taking Hila's side and unfollowing this other woman. And there's like all this sort of weirdness about things that those two have said on camera. And so you start piecing it all together and it looks pretty rough. But it's, yeah, it's, um, it is terrible to watch people throw their marriages away. It is really crazy. As somebody who's been married now, it'll be 25 years this coming summer.

• 1:53:04Tom Bilyeu?

  It is wild to me that people can't just like, like Lisa and I have both said, listen, uh, it's very possible that one day we break up, but the one thing that we will never do is cheat on each other. And the fact that people go and pop off and then still do it, that, that shit is so wild. But nonetheless, it, it is a thing that is in keeping with the human mind. You see this stuff all the time. Guys are so, like, if you're gonna take a guy down, it's gonna be with sex. It's crazy.

• 1:53:34Speaker 07

  Did y'all see the thing one, thing two thing from all this?

• 1:53:37Tom Bilyeu?

  Yeah, thing one and thing two?

• 1:53:38Speaker 07

  Yeah.

• 1:53:39Tom Bilyeu?

  Yeah, for Halloween. So wife and alleged mistress. He, the way people frame it is he had them dress up as thing one and thing two. And then someone on camera says that, uh, when Dr. Seuss was writing that story, because I think it's a Dr. Seuss story, uh, that it was him writing about his wife and his side piece. And so the guy makes that comment on camera, and if the allegations end up being true, it's literally his wife and his side piece. Wild, wild.

• 1:54:10Speaker 02

  Um, you want to send a request, uh, to share the screen? And then let's jump into this last super chat.

• 1:54:16Speaker 07

  Last super chat comes from John Doe, says, "Re, Money and Politics. There seems to be a game afoot where politicians are following the populist movement. They're making a cynical gamble. They'll no longer be relevant when their turn, uh, comes around to be against the wall."

• 1:54:33Tom Bilyeu?

  Yeah, uh, I think that's populism by definition is you're in a situation where we summon a politician who's naturally like that. It's not like Rubio is gonna suddenly be a populist leader. I don't think that's a gear that he, um, relies on. So he either will or won't get elected. And if he gets elected, then it will be the first direction of travel where we're moving out of a populist moment. Um, so yeah, guys that are likely to come to power in a moment like that, they're just naturally like that. And then every incentive pushes them further in that direction, much to my dismay. All right, we have any, uh, super chats?

• 1:55:15Speaker 07

  No more super chats.

• 1:55:16Tom Bilyeu?

  All right, next, AI Masterclass coming up Thursday, November 5th at 1:00 PM Pacific. If you want to see how tactically on the ground AI can actually help you build a business cheaper and faster than ever before, uh, join me. I'll be telling you all about how we use it here at Impact Theory. I'll tell you guys how you can use it. It is incredible. The link is in the description to sign up. It's free, free, free. So don't charge you guys anything. Come and join me Thursday, November 5th at 1:00 PM Pacific. All right, everybody. We'll see you on Wednesday. Tell them, my friends, be legendary. Take care. Peace. Let's talk about a pattern that is guaranteed to be killing your progress. You know what you need to do. You need consistent nutrition. We all do. You need vitamins, probiotics, greens. We all know that we should be doing more of it.

• 1:56:01Tom Bilyeu?

  When your morning gets chaotic, you skip it. When you travel, you skip it. When your routine breaks, everything tends to break and that inconsistency compounds against you every single day. AG1 is designed to solve the execution problem. One scoop, eight ounces of water, and you're done. You're getting 75 plus ingredients, vitamins and minerals, pre and probiotics, nutrient-dense superfoods, everything that used to require six, seven different supplements, and perfect planning now happens in one drink that takes about 30 seconds to make. Right now, AG1 is giving you $87 worth of free gifts with your first subscription. You get a welcome kit, travel packs, vitamin D3 plus K2, and flavor samples.

• 1:56:45Tom Bilyeu?

  Click the link in the show notes or visit drinkag1.com/impact to claim this offer.

• 1:56:51Speaker 06

  Rubrik is the security and AI operations company built for what happens after an attack hits, not just the moments before. AI has turned the threat landscape into quicksand, moving too fast for any human to fully predict. That's why an agentic cyber resilience platform matters. Automated recovery, clean data, a business that keeps moving no matter what hits. One platform, not a patchwork of stitched-together tools and gaps. Don't wait for the next attack. Secure and accelerate your business at rubrik.com. Again, rubrik.com.