Jensen Huang's Nvidia Situation is Rapidly Becoming the Biggest Political Scandal in Years | The Tom Bilyeu Show

Hey everybody, Tom Bilyeu here. On today’s episode of Impact Theory, we’re diving into what might be the year’s wildest corporate and political scandal: the abrupt fall of Jensen Huang from Nvidia and the ripple effects shaking the very foundation of the global AI economy. As rumors swirl about spy allegations, backroom politics, and cutthroat boardroom maneuvers, the question at the heart of it all is—what the hell is actually going on? The conversation focused on four competing theories—from a political hit job aimed at sabotaging Trump’s pro-AI stance, to China using strategic affairs to destabilize America’s tech leadership, to Wall Street titans like Vanguard and BlackRock orchestrating a founder’s ouster with billions at stake, and yes, even the wildest corporate espionage rumor yet. One concept discussed was how corporate power, national security, and the future of innovation are colliding in ways no one has seen before. We’ll unpack what Jensen’s resignation means for the AI race with China, why Microsoft’s record-setting global outage may signal deeper trouble in the tech world, and why stories of violence and activism—from D. C. shootings to Greta Thunberg’s viral missteps—are reshaping public discourse. The discussion explored whether America’s core institutions can survive the fog of war created by relentless information overload and escalating culture clashes, and what it will take to bring us back to a thriving middle class and a sense of shared purpose. Stay tuned as we challenge the mainstream narrative, break down what’s fact, what’s speculation, and what’s at stake for the economy, culture, and your future in a world on the edge of AI-powered transformation. This is one you don’t want to miss. 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 Thank you to our Sponsors: 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 HeyGen: Create your first three AI videos for free at https://heygen.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.

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• 2:07Tom Bilyeu?

  As new details come in, the Jensen Huang-Nvidia situation is rapidly becoming the biggest political scandal in years, and its potential impact on the economy is needless to say massive. People are crashing out over the global Microsoft outage, but what may have caused the outage is the most shocking part of the story. The DC shooter story is insane. You're never going to guess who he name-checked not long before murdering his landlord. The new Greta Thunberg story is wild. She's facing serious backlash for a shocking comment about climate activism no one expected from her of all people. We've got the footage. You'll see for yourself exactly what went down.

• 2:51Tom Bilyeu?

  Speaking of what went down, schadenfreude abounds as Pete Hegseth gets publicly reprimanded by a guard at the tomb of the unknown soldier. You'll see it for yourself, and the Macron's have sued Candace the Teflon Dawn yet again. This one is new, and you are quite literally not going to believe what they name in the suit. It is insane. All of that and more right now on the Tom Bilyeu Show Live. Welcome, everybody. We are very, very glad to have you guys here. This is one for the ages, man. You are living through something that is going to define the entire next movement of the economy, the AI bubble. All of it is coming to a head right now in real time.

• 3:35Tom Bilyeu?

  As new details flood in, the Jensen Huang-Nvidia situation is truly becoming one of the biggest political scandals possibly of the last decade, and its potential impact on the global economy is staggering. The question is, what the hell is actually going on? Right now, we are in the thick of the fog of war. Nobody knows exactly what's going on, but there are all kinds of theories, conspiracy theories, whirling around, and we're going to go through some of the biggest ones. You guys are going to see there's a lot of there there and a lot of these. It is pretty wild what is happening. In the era where everything happens on camera in real time, it is absolutely wild to actually

• 4:16Tom Bilyeu?

  get to witness all of the political intrigue, whether it's in literally Washington DC or in these Silicon Valley companies. But seeing how power actually plays out in real time, being able to see the chess moves, being able to ask the questions of whose hand is on the chess pieces, all of that, we're all getting to do it in a way that has never happened before in history. So this has been a seriously wild ride. Now, here's the important part. Plenty of CEOs have had affairs and remained in the job. Okay? Jensen Huang nonetheless resigned yesterday as president and chief executive and director of the company that he helped found.

• 4:58Tom Bilyeu?

  Nvidia, before all of this, was the largest company in the world. He was at the helm of one of the, not only most important companies in the world, but the most important company to the most important investing strategy that the entire world is locked into right now. There is almost no escape from AI being a meaningful part of your life. If you have any investments whatsoever, and given how just normal everyday jobs are tied to the health of the overall economy, this one really is the epicenter of something massive. So the fact that people are going after him, that they're trying to remove him from power, if that is indeed what's happening, and it's more than just a guy who had an affair,

• 5:41Tom Bilyeu?

  which I think I'll be able to make the case, even if you don't believe in all of these conspiracy theories, I think it'll be pretty evident by the end of this. This isn't just a guy that tripped on his dick and found himself in trouble, because way too many people have survived things like this. And yes, we are definitely going to talk about the Chinese spy angle of it all for sure, but nonetheless, when you start looking at this through the lens of somebody wanted this guy out of power, it starts to be a lot easier to understand why what's happening is playing out the way that it is. Now, days before, he had admitted to having the romantic relationship with Alice Wong, a former executive at the Singapore data center firm Megaspeed. Right before all of that came out, it looked like Jensen was going to be smooth sailing,

• 6:26Tom Bilyeu?

  but a New York Times report ends up coming out that sort of breaks this whole thing open. A memo had been circulating among senior officials that identified her as an agent of China's Ministry of State Security. But the crazy part about all of that is that the DOJ says that it has not yet determined that she's a spy. Now, that narrative is flying around everywhere. There's like a default assumption that that just is true, that she's been named a spy, that everybody knew it. And so the big controversy becomes, why did Donald Trump do nothing about it? And that narrative now is starting to crumble. And when you look at this through the lens of just power and money and who is going

• 7:08Tom Bilyeu?

  to be advantaged by him getting out, I think this starts to get a little bit clearer. Again, nobody knows what's going on right now, but you're going to see in real time some of these pieces start to be far more questionable than they seem. We're being asked to believe that this is a very straightforward incidence of a guy starts sleeping with Chinese spy, doesn't realize that he's caught up in something, the Trump administration being as corrupt as they are, we're turning a blind eye to this, and that in fact, there's probably something incredibly dubious about the way that Trump is going about his dealings with China. And so everybody's looking at this with a jaundiced eye for very understandable reasons, assuming that that's what this is really about. Backdoor dealings that are going to enrich the Trump family that is somehow not at all

• 7:53Tom Bilyeu?

  going to be good for America. But David Sacks recently had a tweet on exactly this, trying to draw attention to the fact that there is more political intrigue going on behind the scenes than people might matter. Here is his recent tweet.

• 8:06Speaker 02

  Bombshell story, the spy narrative is collapsing already. Is there clear and convincing evidence that Alice Wong was a Chinese spy? AG says no, no conclusions reached. CIA says no, not yet convinced. DNI says no, not entirely accurate and no retort. Ranking Democrat on House Intelligence, incoming chairman says no. Today, at least, I don't know. This was immediately after he was briefed. Who argues otherwise? Anonymous officials tell CNN it's strange credulity to believe that she was not acting as an agent of the Chinese government, simply by virtue of the fact that she is a successful Chinese businesswoman working one of America's most powerful companies. That this is their proof after a year of investigating surveillance that she was a successful Chinese businesswoman? At this point, the only crime that we know for sure happened is the leaking of the classified memo. Who did that and why?

• 8:51Speaker 02

  An investigation should be opened.

• 8:52Tom Bilyeu?

  All right. So the good news is you've got people all over the political spectrum that are calling for investigations, but the question is, as we do these investigations, will we actually get to the truth? Or are we simply going to witness political maneuvering that we're never going to be able to see the fullness of all of this? Now, the good news is that because there are so many different people putting all of these hypotheses forward, we can start teasing them out one by one. So right now... It to me, until yesterday, when he actually resigned, it looked like he might survive the scandal and stay on at the company. And that wouldn't have been surprising. As I was saying before, many key owners and executives at absolutely massive companies

• 9:34Tom Bilyeu?

  have survived affairs, including Elon Musk, Jeff Bezos, Warren Buffett, and Google co-founder and controlling owner of Google, Sergey Brin. So when you look at like Elon has children with one of his employees at Neuralink, you've got Bezos in one of the most famous stories ever, has an affair with his wife, sending dick pics, the whole nine. And he put out a letter basically saying, listen, was this stupid? Sure. Somebody hacked my phone, though. And if you're asking the question of whether or not I'm actually a competent entrepreneur that can be left alone to run this company, ask yourself, if I'm not, how on earth did

• 10:15Tom Bilyeu?

  I create one of the most valuable companies in all of human history and make untold number of people ridiculously wealthy, including out in the public markets where all of you guys are able to take advantage? And so people are like, yes, true. So the fact that Elon has survived this, Bezos has survived this, Bill Gates had all kinds of accusations, most of his, though, were after he was done at Microsoft, but still able to run his mahusive charity and keep that going, spending untold billions of dollars all over the world. So what is it about what happened with Jensen Huang? If the reality of whether Alice Wong is a Chinese spy or not is very up in the air

• 11:00Tom Bilyeu?

  right now, and nobody's coming down, she hasn't been charged with anything. Obviously, China's denying it, but whatever, take that for what it's worth. But that remains to be seen, whether that's real or not. So the fact that even before the investigation has been done, he's stepped down, what exactly is going on? Now, once the second rumor came out, then it was like, uh-oh, now we're in real trouble here in terms of him being able to survive this. Because, so first you have, hey, he's dating a Chinese spy. That starts damaging a lot of his credibility in the minds of people. Then you've got, and he had an affair with one of his employees, so now this is a violation of the company's own policies. And so as all of that starts to come out, pretty clear, he's toast, he ends up resigning.

• 11:45Tom Bilyeu?

  The question is, why? For that, I want you guys to hear directly from our boy, Simon Dixon.

• 11:52Speaker 03

  If I wanted to regime change Jen saying, then what I would do is I would immediately ruin his reputation in the press to get as much leverage as I could, which is why you say Chinese spy from somebody that doesn't work at the company. But then if you want to give the board, remember the structure of a company, you have the executives, which are the founders and the people that run the business. Then you have the board, which were appointed by the shareholders. Then you have the shareholders which own the company. And sometimes you're a founder and a shareholder in the case of Jen Seng Huang. So the, but if you want to actually have a clean way of getting rid of him, then you

• 12:36Speaker 03

  need to have an affair with an actual employee of the company, because then it becomes an ethics and governance charge. And so it happened in that sequence. You have reputational damage, followed by a perfect regime change, followed by a retirement in order to preempt the public, the public announcement.

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• 13:39Tom Bilyeu?

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• 16:36Tom Bilyeu?

  But again, looking at American intelligence, they had a file on Alice Wong for a year. The New York Times reports that Trump was briefed on her potentially being a spy back in October of 25, and that he took no action, and that Marco Rubio drafted a classified memo on the relationship in spring of 26. But through all of that, nothing became public until October 29th, just five days before the midterms. Anonymous officials leaked the electronic surveillance of Alice Wong to the Times. That was not accidental, nor was the timing. And the central charge of that story was about, you guessed it, not Jensen Huang, it's about Trump.

• 17:17Tom Bilyeu?

  So the focus was on Trump, that he had been told and chose to do nothing. And so people letting that sort of speculation just hang out there at a time where Trump is clearly weakened, at a time where Trump has done so much damage to his own reputation through incredibly dodgy dealings and stock trades and things like that, it doesn't take a big reach to go, okay, I could buy that Trump is doing something nefarious here, though nobody is making a specific claim about that yet. Now, after that, Democrats go on to obviously win the midterms in a massive blue wave. In CNBC's voter poll, 56% called AI and data centers a crucial or major factor.

• 17:59Tom Bilyeu?

  Lo and behold, even more leaks then come out after the midterms, after the Trump administration has become weakened. And on November 6th, we get the memo from Rubio's office being leaked. So now you have people, they can smell blood in the water in terms of Trump's approval rating on AI, and I think this is a huge part of the story, you have the Democrats.

• 18:25Tom Bilyeu?

  Obviously wanted to get back into power in Washington. So they're going to do anything that they can to taint this entire administration, to taint the entire Republican Party so that they don't have any chance to get back into office. But they have also made it very clear that a central part of their push is to be leading with an anti-AI stance. And when we had Biden back in office, he obviously had a very anti-AI stance, saying the government needed to control all of that. Now, on November 11th, we get details on a second affair. And on November 12th, amid massive pressure and likely fears of political escalation, Jensen resigns and it becomes known that there's another affair brewing,

• 19:07Tom Bilyeu?

  or another story about an affair, a third affair. And so all of this is creating all of this political pressure. And I think that becomes an interesting part of this story, that it's very possible that Jensen would have been able to survive if all he had to deal with were shareholder concerns. Like that lawsuit was going to be bad enough, but he could probably get on the other side of that. He is very much a singular figure in what at times has been the most valuable company on planet Earth. It would be impossible to make the argument that Jensen doesn't know what he's doing, that anybody that says, oh, but look, he has poor judgment. You can just point to a never ending string of successes that this guy's had over 30 plus years of being the founder

• 19:52Tom Bilyeu?

  and the only operator that has ever run this company with a flat reporting structure that leaves 60 people reporting directly to him, which means all of the things that have led to Nvidia's success, you can really lay at the feet of Jensen Huang, at least knowing what to say yes to and what to say no to. So that, if you don't have this idea of this is about to become a political issue where everybody's getting subpoenas, that Huang, who had been historically protected by Trump, and Trump supposedly did tell him to fight against being removed from the company. But you have Jensen becoming increasingly a way to get at Trump. And when you understand the political pressure that was likely to befall him,

• 20:37Tom Bilyeu?

  being exacerbated a thousandfold if he's not, if he's still at the company, being somewhat reduced, it is definitely not going to go to zero. People are still going to go after him because he is still a way to get to Trump. But as you start piecing that all together, you really, it becomes clear as a potential reason for why this is happening or why it's been so sticky, that this is a political hit job. Now, as Simon Dixon says, the perfect setup for any regime change against the CEO would play out in this way. And understanding that there are different ways that shares can be assigned to a founder. So when you look at somebody like Zuckerberg at Meta,

• 21:19Tom Bilyeu?

  he can't be ousted because he has shares that allow him a majority of the votes. So he can never be outvoted by the shareholders. Jensen Huang doesn't have that. This was a company that was founded long before that idea started gaining traction. And so he was in a position where a simple majority of shareholders would be able to vote him out. So he's in what he will obviously recognize as a very desperate situation. He's not, he doesn't have a way to defend himself through the voting shares. And so if you're in that situation and you know that this is about to become a political attack and you have an opportunity basically to go out on your own terms to try to keep some of the pressure at bay by maintaining a good relationship with Trump, by basically de-emphasizing your role so that you become less

• 22:04Tom Bilyeu?

  of a weapon that people can use against Trump, then you understand why he might want to step down now, acquire a pardon, which Trump has already said he's going to be handing out pardons like candy at the end of his term. So all of that starts to make a lot more sense. Now, the leaks also exposed a fight inside the Trump administration itself. On November 5th, two days after the election, Treasury Secretary Scott Besen confronted Commerce Secretary Howard Lutnick in the White House Situation Room. And according to Axios, Besen just walked up and said, how come MegaSpeed, which is Alice Huang's company, how come MegaSpeed isn't on the entities list? Meaning people that are banned from engaging with US companies.

• 22:45Tom Bilyeu?

  Lutnick said he didn't know and that he was going to look into it. But sources told Axios that Lutnick spent the past year actively undoing other officials' efforts to act against MegaSpeed. So now we're getting tensions within the administration, recognizing that there was a vulnerability that wasn't handled in a very prudent manner. Now, part of the investigation will almost certainly be, okay, but was Lutnick acting under the instructions from Trump? And that is where all of this stuff is going to lead. Now, The New York Times reports that Lutnick's undersecretary had halted an investigation of MegaSpeed

• 23:25Tom Bilyeu?

  after Nvidia itself stepped in to intervene, basically saying, let them keep doing what they're doing. And what are they doing? They are allegedly redistributing the chips that they were purchasing into China. And people are saying that company was kicking off so many red flags. The fact that it was allowed to continue operating is a scandal unto itself. They basically, not overnight, but very rapidly, went from having the world's smallest number of employees to doing billions of dollars in revenue, buying way more chips than anybody can make sense, unless they were diverting them into China. Now, Jensen Huang had personally said that he doesn't see any evidence of diversion going.

• 24:09Tom Bilyeu?

  So you can understand why people are now incredibly skeptical of every word out of Jensen's mouth, because he had said that the relationship that he had with Alice Huang was normal. And the company had said the same thing. There's nothing weird going on here. So when this broke, this was going to be a scandal no matter what. It just went from potentially survivable to absolutely not, if that political theory is correct. Now, the question is, who exactly wants to see Jensen go away? Who benefits from that? Now, if it is the case that the Democrats were the ones behind this, it would certainly be in keeping with their stated policy aims. Back when Biden was president, they made it clear

• 24:54Tom Bilyeu?

  that the government was going to be in control of AI. And that all broke apart when Trump took office. And Trump has been running a let it rip kind of strategy. And once they realized, remember Obama goes and gives that speech and he makes it very clear, hey, Democrats, you need to make AI the thing that you're campaigning on as we go into this upcoming midterm election cycle and going into the presidential election in 28. So they've said it out loud. AI is the thing that we're going to be going after. Now, one of the big weapons that the Democrats have been using is fear. And the person working the hardest to diminish that fear? Jensen Huang. Nobody has been a bigger crusader to let people know, hey, listen,

• 25:39Tom Bilyeu?

  this is not what you think it is. We shouldn't be afraid of China. In fact, we're just making them more reliant on their own stuff. And so we would be in a better position economically as an American company if we're able to sell into China. That also gives us more control because we can control what chips we give them and when. And so that's a far better outcome than if we are simply turning everything over, if we're stopping them from getting anything and turning over the desire for them to build all of their own chips, which is exactly what ended up happening. But is there any truth to all of that? Well, with Jensen out, who did Nvidia hire to run the internal investigation? None other than the attack dog, but Letitia James, one of Trump's biggest enemies,

• 26:23Tom Bilyeu?

  used to take out Cuomo. It's a guy named Jun Kim. Kim was the top deputy of Preet Bharara, I believe is how you pronounce it. It's a Manhattan prosecutor, or sorry, the Manhattan prosecutor that Trump had fired back in 2017. Now, if you remember, Letitia James is the official who sued Trump for fraud and won a $454 million judgment. It was later thrown out on appeal, but nonetheless. And Trump's Justice Department then turned around and indicted her. So nice tit for tat lawfare. But a judge ended up dismissing that case. But nonetheless, there's obviously a massive amount of animosity between these two.

• 27:04Tom Bilyeu?

  On November 3rd, she ended up beating Trump's endorsed candidate to win a third term. So she's still in power. Seven days later, just after winning, the investigator that she personally chose to go after Cuomo now happens to have the Nvidia job, where it's no secret people are trying to use this whole scandal as an indictment of Trump's leadership and proof of his corruption. The tie being basically his loosening of restrictions against China in the AI race. So you've got both Trump and Jensen taking a far more lenient approach to China on this. And if the theory is correct, the Democrats wanting to leverage this as a way to basically

• 27:47Tom Bilyeu?

  stop all of that from happening, re-get control of the narrative around AI, re-get control of AI as a technology itself. It certainly is an interesting turn of events that a very prominent attack dog, legal attack dog used by the Democrats against Trump himself is now the person that's investigating Jensen Huang. Now, if Trump and Huang are allies, and you want to hurt Trump and hurt AI as a whole, the central person that you would target is Jensen Huang. Like, that, that is true. Whether that's what's going on or not is a totally separate question, but that is true. So the fact that he is being pursued in this way and has fallen to something that most other people have not, especially given the growing question marks around whether

• 28:32Tom Bilyeu?

  or not Alice is actually a spy, all of this stuff starts to look like very strong connective tissue for that theory, especially when you consider that on the same day that Jensen left, Ron Wyden and Richard Neal opened an investigation into Trump's approval of Nvidia chip sales to China. So they're just stating exactly what they think happened. Their letter says the deal was approved after Trump learned of Huang's compromised position and after Nvidia donated $26 million towards Trump's projects, including the Ballroom. Elizabeth Warren says Huang still owes Congress answers. Democrats had signaled right after the election that their oversight powers would go towards tech executives close to Trump.

• 29:16Tom Bilyeu?

  So certainly, there is a lot of smoke around that fire. And people that believe this whole thing point to what the Democrats currently can't do, and this would give them a way around that. So right now, any AI law, for the next two years anyway, that would need, that they would want to get passed, would need veto-proof majorities to survive Trump, and they are very unlikely to get that. Investigations, however, are a tool that they do have that they could use to get what they want. Huang, Jensen, was the executive closest to Trump and the industry's strongest voice for a hands-off approach to AI regulation. And his fall ends up removing that voice and hands Democrats a corruption case against Trump. All right.

• 30:00Tom Bilyeu?

  Solid theory may end up being false, but certainly there is a lot there that we're going to be seeing coming to light in the coming weeks and months. But it definitely is not the only theory that's going on right now. Theory two is that it's China that actually wants him gone. Now, the official story says Beijing ran a spy to get more Nvidia chips into China. Believers of that theory say that Beijing's policy actually runs in the opposite direction of that. In September of 25, China's internet regulator banned its tech companies from buying Nvidia's AI chips. After Washington approved the H200, which is one of the chips at the center of this whole drama, Chinese customs agents were told it was not permitted to enter.

• 30:45Tom Bilyeu?

  Beijing, for very understandable reasons, wants their AI industry built on the back of Huawei. Now, Jensen ended up being the obstacle to that. The core argument of this theory is that Chinese developers cut off from American chips would simply speed up domestic alternatives, which, from where Beijing is sitting, that's great. That's exactly what they want. And Jensen has a massive incentive to instead get his chips into the massive market that is China and keep China dependent on American technology. Okay, that would obviously be good for the US. And according to one IDC estimate, Nvidia supplied 34% of China's AI chip shipments in the first half of 2026.

• 31:31Tom Bilyeu?

  But the question is, does China actually gain from Jensen getting the boot? Bloomberg reports the industry's most prominent opponent of chip controls is now gone. With Jensen out, that's it. And that new restrictions on chip exports are going to hurt Nvidia's valuation, and that would certainly hurt the entire US economy at this point. So if you're China, that sounds like a pretty good deal. Hurt Jensen, hurt the company, which will hurt the entire US economy. CNN puts Nvidia's lost market value already at nearly $2 trillion, knocking them out of the position as the world's most valuable company. So you can see why this would be pretty advantageous to China, who is desperately

• 32:14Tom Bilyeu?

  trying to surpass us in terms of AI supremacy. Now, if this is all true, basically, China has put themselves into a position where they win either way. If the affair had stayed a secret, then Beijing had a channel to the man that was shaping American ship policy, and God only knows how many secrets they would be able to get out of him through her. And if it was exposed, as it has been, then it destroys him, it weakens the company, and that weakens the American economy, full stop. Tech journalist Alex, Alex Kantrowitz, that was hard to say, calls Beijing's calculation as close to a win-win as you're ever going to get. All right. Theory three, it's all about the Benjamins, baby. Follow the money.

• 32:58Tom Bilyeu?

  Jensen owned about 3.6% of Nvidia with no special voting shares. Remember, he can be ousted. Vanguard held roughly 9%, so almost three times what Jensen had, and BlackRock held roughly 7%. So a simple majority would be able to remove Jensen. He didn't have nearly enough shares to keep himself in control. And as I was saying earlier, he doesn't have a special kind of share category that would allow him to outvote everybody. So he had turned Nvidia into the leader behind the AI boom, so that certainly isn't lost on anybody. CNBC cites an estimate of $400 billion in obligations to other firms. And basically, Jensen had turned Nvidia into the central bank of AI.

• 33:42Tom Bilyeu?

  That's what people have been calling it. And Bloomberg reported $750 billion in circular deal commitments as of July. In August, Nvidia committed $105 billion to backstop an OpenAI data center. Three people told CNBC, the person behind Jensen on those backstops was his son-in-law, Nico Caprez. Now, the market has completely turned against those moves, led by analysts like Ed Zitron. People have been growing very wary of all the circular financing, all of the backing up, providing backstops for these companies that technically can't really afford these chips.

• 34:24Tom Bilyeu?

  But the play that Jensen was driving inside the company was, well, let's get as many people using our chips as humanly possible. As AI grows, then we're going to have customers for life. We might lose some of these guys, but the chips are going to retain their value. And if you remember, he put out that whole document explaining why he was willing to backstop, I believe it was 25% of the cost of the chips should they go down, because he was saying, we are not seeing these chips go down in the two-to-three-year time horizon like people are saying we should be estimating. We're really seeing them hold value even six years later, which obviously would make it a far more robust investment in these chips.

• 35:06Tom Bilyeu?

  So pushing for more and more of that structure, but the market has decided it's just completely, it's not going to back that game anymore. Of roughly $80 billion in data center bonds that were issued this year, nearly half have been rated as junk. So when the Wall Street Journal reported in July that Nvidia was discussing a backstop as large as $250 billion, the stock fell, fell by 5% in a single day. So people had moved away from the just get this funded at all cost mentality. Chief Financial Officer Colette Cress, who by the way, is now the acting interim CEO, reportedly cut the commitment in half. So basically trying to match what Wall Street was talking about and back off of that.

• 35:50Tom Bilyeu?

  Now, one report says that Jensen belittled her in front of the whole finance team over that idea. Though I will say, I see conflicting arguments there. Some people saying that Jensen actually wanted to back off and was upset that Cress had let it get as far as it did, and other people are reporting the opposite, that she was the one being sensible and he was the one in there that wanted to keep it going. So that will need to come out as these investigations move forward. But Cress is now chief executive, so the board has its first-ever chair as well. And a Jones trading strategist told CNN, the successor will not get the same latitude for these circular deals, and that will give Wall Street and their new mantra around AI more control over the biggest player in the biggest industry on earth.

• 36:34Tom Bilyeu?

  So if you're an incredibly powerful investor like a Vanguard or a BlackRock, and you think that these guys are getting out of pocket, they're handling this in a way that is going to destabilize the entire economy, or probably what they care about a lot more, you're going to destabilize our investments. So we need to get more control over what's going on, and to do that, we've got to get rid of this guy. And so that is the, basically, the follow the money case of all this. Now, the people that believe in this.

• 37:04Tom Bilyeu?

  These are basically the largest shareholders that watched a founder overpledge his balance sheet to customers who they believe are not going to be able to pay. And if you can't override him with your vote, then you have to embroil him in a scandal to ultimately get him booted out so that he doesn't have influence over the company anymore. So again, we're back in Simon Dixon territory here, where if you're trying to regime change, doesn't matter who you are or why you're trying to do it. But if you're trying to do it, then this is exactly how you would play it out. And Dixon has spent months basically saying that investors in this wave of AI are likely going to be cleared out. You've heard me make that argument over and over and over. This is historically what happens.

• 37:48Tom Bilyeu?

  So the first wave of investors into a revolutionary new technology end up getting too far out over their skis, which is Wall Street's now criticism of what's going on at Nvidia. They get too far out over their skis. They end up getting wiped out. And then it's handed over to the next generation of investors who get to take advantage of the infrastructure that got built out on somebody else's risk, essentially. So perhaps now was the time to make a move and just start clearing the way for that next wave of investors. That's sort of where all of that goes. In August, six institutions, including BlackRock, agreed to write debt against Nvidia's AI infrastructure, aiming to mobilize over $500 billion. So if you're looking at this through the lens of Dixon's model,

• 38:30Tom Bilyeu?

  those lenders end up holding the data centers, moving on into that next generation of investors. So their play would be, let's get control of this. Let's start doing it the way that we want with debt that we have structured. And now we're in a position where we can control this and make sure that we secure our investments. All right, that's three. We've got a fourth. Where would we be without a fourth theory about the Jews? This one seems so wild to me. If this one ends up being true, I'm really going to be sad. But nonetheless, I am not at all surprised to see it. But right now, this one just rings absolutely ridiculous to me. But whatever, let's lay it out. Podcaster Ian Carroll says that the ousting of Jensen Huang

• 39:12Tom Bilyeu?

  should be investigated as corporate espionage by Israel. So people that believe in this, they start with Nvidia's basically footprint in Israel. Nvidia bought the Israeli chipmaker Melanox for $6.9 billion. Israel is now home to about 6,000 Nvidia employees and its largest research center outside of the United States. The interim chief executive, our girl, Colette Cress, told the Israeli paper Globes in 2023 that her workday typically begins with meetings with Nvidia's Israeli executives.

• 39:49Tom Bilyeu?

  So within hours of the resignation, Israeli outlets were naming Israelis as possible permanent successors, including Nvidia's chief technology officer, Michael Kagan and Apple's Johnny Srugi. Commentator James Lee puts it all together with a bit of a motive. And he said that Jensen backed open sourced AI models. And Lee argues that interests seeking tighter control over AI infrastructure could not have that because they obviously want closed sources. And Jensen has been a massive proponent of OpenAI, not OpenAI the company, but like open source AI. And the reason for that should be obvious. He doesn't care whether it's OpenAI, Anthropic, doesn't matter to him.

• 40:32Tom Bilyeu?

  He just wants AI to go as far and wide as possible because to do AI well, you're going to need his chips. So if you've got to take that you want this to be closed sourced, then you're not going to be very happy about that. Now, people who believe that this is all a Jewish space laser conspiracy, basically their whole case is that whoever runs Nvidia controls the hardware under every AI system. And two of the names in the succession race are Israeli. No one has produced any evidence tying an Israeli official or agency for that matter, to the leaks or to the board's vote. But nonetheless, there you have it. People putting forward the idea that this is actually, what did he say, Israeli corporate espionage?

• 41:17Tom Bilyeu?

  So that one seems to hold the least amount of credence to me. And honestly, if she begins her day speaking to Israeli developers, that would make all the sense in the world, given time zones. So it's not like she's doing it because these are the most important people in the world and I dance to whatever tune they sing. It's just, yeah, they're going to be up. And so when my day starts presumably quite early, those are going to be the people that I touch base with because I'm going to lose contact with them later in the day. But whatever, it never is going to stop somebody from putting that hypothesis forward as that has really gripped people's minds. Fraud is a volume business. The bad guys work down a list and the list is sorted by who is easiest to find. Data brokers are legitimate companies that collect your address,

• 42:02Tom Bilyeu?

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• 42:40Tom Bilyeu?

  Go to incogni.com/impact and use code IMPACT for 60% off an annual plan. It's risk free with a 30 day money back guarantee. Incogni is spelled I-N-C-O-G-N-I.com/impact. And again, be sure to use code IMPACT. Right now, there's a promise in somebody's notebook that your company is about to break. That's where today's sponsor, Pipe Drive, comes in. It's an intelligent AI powered sales CRM loved by growing sales teams. I've worked with plenty of sales teams. Deals die in between calls and Pipe Drive fixes exactly that. During the call, it records and takes notes.

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• 44:05Speaker 01

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• 44:50Speaker 01

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• 45:06Speaker 02

  Well done. You got through four of them. He was ripping.

• 45:09Tom Bilyeu?

  Bro, this, there are going to be more before this is done. The only thing I can say with a fair degree of certainty is whatever's really going on, we don't know the full extent of it yet and it is going to keep coming out. This is going to get bigger long before it goes away. And he's set to testify before Thanksgiving, I think on the 17th or 18th. So yeah, buckle up, man. That one's going to be wild. And when you've got Republicans and Democrats that are looking at Trump some type of way, people are going to hit him hard, man. And given that this guy has a history of like, is it good for me? This one could break real bad.

• 45:46Speaker 02

  There's a couple of things you said up top I kind of want to tease out. In the first theory, Jensen believes that we are, we should be able to sell chips into China. There's a video of him going around that chips aren't like cars. You can't just switch chip to chips. Computing is different. We can establish a market share. We should be selling into the world, not just to America. Do you believe that we should be selling Nvidia chips to China?

• 46:09Tom Bilyeu?

  The best thing to do here is to lay out the for and against.

• 46:14Tom Bilyeu?

  We need to win the AI race. Americans have fallen off. Americans, as by way that they're voting and talking, are afraid of AI and China is not afraid of AI. We need to do something to ensure that we have an advantage. Now, trying to cockblock people is usually not the play. Usually, the play is what Elon Musk talks about, which is, ah, use my patents, I don't give a shit. I'm going to constantly outperform you. I'm going to aggregate more aggressive people that are smarter than your, uh, less smart, less aggressive people, and we're just gonna build, build, build, build, build. And we're gonna out innovate, and we're gonna create better systems, and we're gonna do this faster and better than you. And ultimately, in the final analysis, that really is the only way to win.

• 46:59Tom Bilyeu?

  So this goes my whole thing, never tell somebody to slow down so that you can lead. However, when it comes to a race this important, I think the right answer is to throttle their chip access just enough to keep them dependent, because if you deny them too much, then they do what they did now, which is, alright, fuck it, we'll build our own chips. So we should have kept them close enough that they felt like, okay, we're better off just taking what we can get from these guys, trying to do the things that they're already doing, by the way, which is innovate in other areas, like algorithms, distillation, things like that, so they could be way more efficient. And then just let the US run into the energy block that we know is coming.

• 47:39Tom Bilyeu?

  We're, we're going to crash headlong into a wall because we're dumb and we have not been producing energy. It is one of the great crimes against our own country that we have committed. It's absolutely wild. It is so disheartening to see, uh, and China just hasn't made that mistake. And so if I'm China, I look at that and I go, I probably would have fallen for it if they had given me enough chips to string me along. So that would probably have been the better play. Give them just enough to be behind us, but enough that they're engaged.

• 48:11Speaker 02

  And then now with Jensen, kinda like a free agent, you know, I'm in football mode right now. Should it be that somebody else should snatch him up, start a company, should Elon hire him?

• 48:19Tom Bilyeu?

  A thousand percent. This is one of the greatest entrepreneurs of our generation. He is unbelievably good at building chip companies. And when you understand how hard chip manufacturing is, dude, it's crazy. And Elon has talked about this. He's like, no, no, no, hold on, because people try to give him credit for like, you're the only one doing this. He's like, I'm not the only one doing this. There are other people that are doing this or doing this incredibly well. This is incredibly difficult. TSMC is one of the most extraordinary companies on the planet. What they've been able to pull off is unbelievable. So when you think that Jensen Huang is one of the few people that have been able to pull this off at scale, that he's also been able to guide the company in a direction that was so smart, so forward-facing,

• 49:05Tom Bilyeu?

  that's not the kind of person that you just cut loose. Now, I think Elon might be a little slow to make that move, because if there's gonna be a ton of political heat on Jensen, and there's already a ton of political heat on Elon, I don't know that he needs to make a super team of people that Americans, uh, are looking at with a jaundiced eye. So would he be wise to snatch him up and not let him go somewhere else? Yes, would I let this cool down six months a year before I do anything official? Probably. But if I had to make a move to get a hold of him, I probably would. He's building the terra fab factory, and I can only imagine how much better and faster that would go if he was able to plug Jensen in. The question becomes, how well do they work together?

• 49:49Tom Bilyeu?

  The, these are gonna be two very big egos, um, that may find themselves clashing over how to do things. But dude, yeah, like Jensen is unbelievably good at what he does. And so somebody is going to snatch him up unless he just decides he doesn't want to work anymore. So, yeah.

• 50:10Speaker 02

  Out of the four theories, is there one that kinda resonates the most with you?

• 50:13Tom Bilyeu?

  Jewish space lasers, obviously. No, I'm kidding. I, I think that this is basically follow the money and the political hit job. I think both of those are gonna end up being true. You just have to follow the incentives. Who benefits from this? And so even if they don't coordinate, they want the same thing, and so they're likely to move in lockstep with each other. Uh, and so they'll benefit each other. So when the person calls you up that says they have inside information, and this then gives you the political ammunition that you need, you're gonna take it and run with it. So, yeah, those two, most likely, some more fleshed out version of that becomes the real play. I think the China of it all, like, I win no matter what happens. Yeah, exactly. So they're gonna be a passive player in this.

• 50:54Tom Bilyeu?

  Do I think that it's possible that Alice Wong was working with the Chinese government? Absolutely. Do I think that the Chinese-

• 51:01Speaker 02

  You said impossible or that she was?

• 51:03Tom Bilyeu?

  Possible, possible, possible. The way that the Chinese system is set up, if you wanna be a successful entrepreneur, and as a reminder, she's in Singapore, she's a Chinese national, but she's in Singapore, so keep that in mind. So not exactly building a company inside of China, she's building it in Singapore. But the odds that she has connections into China are very, very, very high. So there, I would say, okay, that they're finding something out, even if just by osmosis, is probably pretty high. That she would be privy to things that, uh, around Jensen and decision-making that other people wouldn't be, that's obviously extraordinarily high. So there's probably something there.

• 51:45Tom Bilyeu?

  But I don't think you would see as many of our intelligence agencies be as, um, non-committal as they're being if this was like a slam dunk, yeah, a hundred percent, she's just relaying information back. So, yeah, that one feels a little bit weaker, and then the Jewish one just seems patently ridiculous.

• 52:05Speaker 02

  Got it. There was somebody in the chat that had that, that asked, what does winning this AI, like, race even look like at this point? And my follow-up with that would be like, based on what's going on, how does this infect our standing in the AI race? And then the follow-up to that, what does winning the AI race even look like?

• 52:21Tom Bilyeu?

  Okay, so, uh, will it affect? Yes, it certainly could. So if Nvidia continues to tumble and they put a CEO in place that doesn't know what he's doing, and then Nvidia doesn't possibly ever recover, or doesn't recover for a very long time, obviously, that's just gonna slow the whole AI world down, full stop. If this causes investors to go from cautious to like outright hesitant, that will speed up the deflation of the AI bubble, which will most likely push the economy into, um, a recession. Hopefully not a depression, but it would certainly push us into a recession. That's likely to cause you a couple of years of delay at minimum. And if China doesn't run into that, then China now has a double whammy.

• 53:06Tom Bilyeu?

  They're able to now catch up with us because we've slowed down. So I doubt that they would move faster, but we would have slowed down. And then another possibility in that is that we just run into the energy wall. And that it's like now a double whammy. The economy slowed down, we're in recession, and we realized, oh, nobody was kidding when they said that we weren't making enough energy, and now we're just not able to meet the demands of compute to keep growing this. And so the models stall out because we're not able to build the bigger and bigger data centers that they're going to need in order to have the breakthroughs. So you put together a recession with a technology slowed down by losing its key piece of leadership that's got them here.

• 53:47Tom Bilyeu?

  And it creates a sort of all bets are off scenario where you don't know exactly what's going to happen and how this is gonna play out.

• 53:53Speaker 02

  Yeah. And now my favorite-

• 53:55Tom Bilyeu?

  Oh, and what does winning look like? So I didn't answer that. What does winning look like? Winning looks like, when people talk about it, what they're saying is artificial superintelligence. So we need to race to AGI so that it can self-improve, which we're already getting close. Anthropic just sounded the alarm and said, hey, this is now self-improving to the point that we're worried. They're always worried, but they are raising that specific flag now and saying that their frontier models are reaching that point. Given some of the things that have come out and what AI can do, I'm not at all surprised that the bleeding-edge models that are,

• 54:28Tom Bilyeu?

  you know, not nerfed, that they would be able to do that, because the nerfed models are so powerful. I would not be surprised. So if we are approaching AGI, and a lot of people are saying AGI comes in 2027, so you're, let's say, somewhere between eight to 12 months away from AGI, then you only have to answer the question, how fast is a fast takeoff? And so does the fast takeoff happen over six months a year? And so in 2028, we actually get ASI? So that means you're talking about less than a two-year horizon, or roughly two-year horizon for the winner in this race to be decided, right at the time where we slide into a recession, slow down, and give China a chance to catch back up.

• 55:13Tom Bilyeu?

  So the timing certainly isn't ideal. But if we get artificial superintelligence in a way that can be controlled, now you are smarter, uh, by orders of magnitude than any other country on planet Earth, which means that you can, uh, hack their electrical grid, you can shut down their, uh, payment systems, you can, um, hack their banking sector. I mean, just like, what you could do would be, imagine you have a nuke that has no, like, radiation fallout. And so you just say, everything in your country is frozen. Imagine we could do it to Iran. You, you can't launch a ship because we can turn all of your ships off. We just turn them off. We turn off your ships, we turn off your banking, you wanna pay your people, but you can't. You can't even talk to your people.

• 55:58Tom Bilyeu?

  We've shut down all communications. Your phones don't work, your banking doesn't work. Like, you're literally back to the Stone Ages. So that's where, if, if AI continues to develop to the point where it actually gets to artificial superintelligence, which is what people may mean when they say win,

• 56:17Tom Bilyeu?

  then it, you have the single most powerful weapon that's ever been invented.

• 56:20Speaker 02

  So it's a weapons race?

• 56:21Tom Bilyeu?

  It's always been an arms race.

• 56:23Speaker 02

  Got it. This is my favorite question of it. Lisa posed it to us earlier, shout out to Lisa for the inspiration.

• 56:28Tom Bilyeu?

  Is she in the chat?

• 56:28Speaker 02

  She's not in the chat, this is just her question, I stole it. Can you not have sex, masturbation included, for the rest of your life for half of eighty-five billion dollars?

• 56:40Tom Bilyeu?

  Well, the funny thing is, man, there were a lot of people in this house yesterday being like, I would never touch my dick again.

• 56:48Speaker 02

  You can only wash it. You can wash it in pee. That's the only thing you could do.

• 56:52Tom Bilyeu?

  Can you wash it like real hard and fast?

• 56:55Speaker 02

  There's no more secretions coming out. The only thing out is urine. I put it in the chat. For half of 85 billion, could you do it?

• 57:02Tom Bilyeu?

  Uh, well, here's the, the honest answer for me is I wouldn't. I'm in a very different position than a lot of people. So I wouldn't do it because I've got enough money and I would want to protect my relationship with my wife. My wife and I are both bonding hyper responders, so I wouldn't do it. I wouldn't take that bet. But I understand anybody who would.

• 57:22Speaker 04

  Right? Oh, easiest yes in my life. Like you could still have relationships.

• 57:27Speaker 02

  No, you can't.

• 57:28Speaker 04

  The end all.

• 57:29Tom Bilyeu?

  No, you can. He can be in the friend zone forever.

• 57:32Speaker 04

  That's not the friends.

• 57:32Speaker 02

  You're gonna kiss a bunch of girls, you're gonna get all, bother them and say, okay, I have to stop now and then go home with blue balls?

• 57:38Speaker 04

  I was raised Catholic.

• 57:43Speaker 02

  That was great. That was good. That was great.

• 57:45Speaker 04

  But I mean, like, it's life-changing money. It's generational money, right? I could still adopt. I could still, there's nothing against me like, uh, doing, what is it called? In vitro fertilization. I'm sure you could pull something like that.

• 57:57Speaker 02

  You can't have no more sperm leaves your body.

• 57:59Speaker 04

  I thought you could get it from your bones. Isn't like there's something with like, you get it from the marrow in your bone.

• 58:04Tom Bilyeu?

  It's on its way.

• 58:05Speaker 04

  Yeah. So like, again, it's like, if I could have, if I couldn't have a relationship, then yeah, no, I'm not doing it. I want a relationship, but I could live without the sex life. Who cares? Like honestly, and I'm not just saying this, say that, like, that's a lot, that's life-changing money.

• 58:19Tom Bilyeu?

  Who, you're going straight to hell with truth. That's wild.

• 58:22Speaker 02

  Gee, Eric, yes, yes?

• 58:28Tom Bilyeu?

  You're struck dead by God instantly for doing so.

• 58:31Speaker 02

  Yes.

• 58:33Speaker 02

  The next ejaculation is death. That's it.

• 58:35Tom Bilyeu?

  It explodes. It's just done.

• 58:40Speaker 02

  I can't do it either. I feel like, like, what's the point of money if you can't exploit, like, experience life? Like, this is the money brain, like, yes, I got it. I got every car I wanted. I got every house I wanted. I can vacation. I could travel. I got all the baddies, but I can't touch them. What like?

• 58:53Tom Bilyeu?

  You can touch them. You just.

• 58:54Speaker 02

  It's the, um.

• 58:55Tom Bilyeu?

  It's like chewing food to spit it back out.

• 58:57Speaker 02

  Midas curse, like, the guy that, every time you touch turns into gold, but now you can't touch anybody. It's like, yes, you had, now you just have a bunch of gold around you. And it's like, that's not life.

• 59:05Speaker 04

  I just hang out with asexuals, learn how to be asexual.

• 59:09Speaker 02

  And no disrespect to the asexuals. The things I like to do make me horny and that might, that's gonna put me in a lot of awkward situations.

• 59:16Speaker 04

  I think it's just because it's the money, honestly. Like, it really is just the generational wealth that would be for my future family, my family now. Like, it is just a life changer.

• 59:26Speaker 02

  Can't just be having all the sex for me.

• 59:27Tom Bilyeu?

  Well, hold on, don't worry because all that money is gonna be taxed away in a wealth tax, so.

• 59:31Speaker 04

  But the point is, if I have 85, what is it, half of a billion?

• 59:35Speaker 02

  Half of 85 billion, yeah.

• 59:37Speaker 04

  Half of 85 billion and it gets taxed, I probably still walk away with a billion something. Like, I'm gonna be fine. And I would make charities, I would make video games, I would make books. Like, I would, I would just have so much fun.

• 59:49Tom Bilyeu?

  All right, well, I hope Ryan takes it. I'm here for the video games.

• 59:52Speaker 02

  Chat, 38% said yes, 63% said no. Shout out to the chat.

• 59:56Tom Bilyeu?

  Chat, I'm with you.

• 59:57Speaker 02

  Shout out to chat, holding the line.

• 59:59Tom Bilyeu?

  Let's go.

• 1:00:00Speaker 02

  Cool. All right, we got some super chats.

• 1:00:01Tom Bilyeu?

  Sexier More Important Than Billions said, Michael B. Gellner. I'm with you, brother. I'm with you.

• 1:00:06Speaker 04

  Put that on a shirt.

• 1:00:07Speaker 02

  We made up money. God made sex. I'm just saying, I'll take that. I'll take that bet.

• 1:00:11Tom Bilyeu?

  He is undefeated.

• 1:00:12Speaker 04

  That's the one argument that's now changing. The Catholics coming out. Marushia Dark says, just following up to see if Tom watched the Theo T3 videos I sent and reacts. Theo told me he'd be happy to talk to you about AI. If you'll have him on, just reach out. If your team hasn't tried T3 code yet, it's a game changer.

• 1:00:31Tom Bilyeu?

  I haven't yet. T3 code. What's T3 code?

• 1:00:34Speaker 02

  Super technical. I'll follow up with you. Marushia, that's gonna be the lump that gets us over the edge. If he can send over interview clips, that might help, but he just sent me a bunch of like, technical breakdowns. The guy was talking about the change in code and it's like, Python is dead. This is CS.

• 1:00:48Tom Bilyeu?

  Oh, yeah, yeah, yeah. We talked about that.

• 1:00:49Speaker 02

  It's super, super technical. So I feel like you more like the philosophical, the large, how this impact your life.

• 1:00:54Tom Bilyeu?

  I need to understand it first, then we can go deep. Give me, give me some high level so I get what the anchor is.

• 1:01:00Speaker 04

  Uh, next up, from native the south, I happen to watch your deep dive on the cost of healthcare before going to an open enrollment benefits meeting at work. Low intensity rage the whole time. Everything just floods more dollars into the system.

• 1:01:12Tom Bilyeu?

  That is true. Yeah. That's real timing right there with that watch. Yeah. There is a way to fix it. We just have to find a way to convince people to take that path. Yeah, it's gonna be interesting.

• 1:01:25Speaker 02

  From like, first principles, if we like, were building a new Kaizen world called Earth. Yeah. And then we built inside of Earth, a country called America. And inside of this hypothetical country, inside of Kaizen, inside of Kaizen Earth, inside of Kaizen Earth, uh, country named America. We were like, hey, how should we handle healthcare? And we started at first principles. You don't think there's a logical way that mathematically, we can find a way that people can have access to healthcare? People don't go bankrupt. People have incentives to stay healthy and everybody's not paying 38,000 per household each.

• 1:01:59Tom Bilyeu?

  So there's a part of all this that you're leaving out, which is that I've got to program the AI. If you force me to program the NPCs to act like real humans, you're gonna end up back where we are now. But what's interesting about where we are now is it's a blip in time. The far more interesting question is where were we a thousand years ago and where will we be? Probably don't have to go a thousand years, but where will we be in 250 years in, in the future? And when you start asking questions like that, then you realize, oh, where we're at now is a temporary blip. Culture never stands still. Culture is always moving and reacting to the generations that came before it. And so we'll go through the, the like, likely, if I'm gonna be glib for a second, the likely way that this plays out is,

• 1:02:42Tom Bilyeu?

  we go through pain and suffering, we destroy a whole bunch of wealth, we reset the system and we start over. This is the Minecraft problem. This is the two-week problem. You play for a while, it gets boring, you reset, it's fun again. And so this is why you guys absolutely must watch Godzilla minus one. I'm telling you right now, in terms of what the West needs to do, they've got to understand we have to reset our psychology. Where the thing that people are grappling, grappling with, calling it late-stage capitalism, is really late-stage culture of success. And you get to this point where nobody's alive anymore that understood how hard it was to get here. And so we just get confused. When you see what happened to Japan for real, for real, after World War II,

• 1:03:24Tom Bilyeu?

  that was a reset and it was grueling. And when you hear about those first years back, it's people starving to death, like, it's wild. It's prostitutes lined up along the streets and GIs, um, paying the women for sex is one of the ways that people avoided starving to death. But like, imagine them lining up to get a GI to pay them. Can you imagine the horror that we would feel from a modern context, actually seeing that play out? The GIs in the fucking camo, just like fucking loading them up in vehicles. People would be grossed out of their minds. But they went through all of that and came out the other side as this incredible country. But they were the villains of World War II.

• 1:04:08Tom Bilyeu?

  But that buildup is the part that people enjoy. But where you end up is inevitable because of the way that we as NPCs are coded. And so it is, if I were remaking it, everything would come down to that. What little nudges am I going to give the characters to see how they will actually play out this civilization? Because if I make them, um, so focused on survival, procreation, uh, that the only way to get them there was through the evolutionary force of trying to overaccumulate assets so you could survive a winter, you'll be right back where we are now. This is why I am trying to get people to look at their life through the evolutionary lens of biology.

• 1:04:51Tom Bilyeu?

  Once you're looking at it through the lens of biology, all this shit makes sense.

• 1:04:55Speaker 04

  Next up, thank you for the $50 super chat, Carlito. Carlito says, favorite $50 super chat. Couple weeks ago, you said the people know about the corruption because of the velocity of information. I think that's true, but I would argue that people have known at least since the 60s. But life was good, economy was good, so they'd look the other way.

• 1:05:14Tom Bilyeu?

  That's all true for sure, but think about how in-your-face it is now. It, it is a level of, we see all of it. There's a reason that the Vietnam War changed warfare forever, because it was the first war that was in our living rooms, but even that was an absolute fraction of what we could have seen. Were it in the social media age where everybody has a phone. So it, it's just orders of magnitude different. And I think that the way that it's deranging culture, uh, speaks to just how different it is, because it isn't just real information, it's misinformation. It's, uh, people that actually believe what they're saying, but they're wrong. Uh, it's people wielding the truth in a malicious way. It's people wielding lies in a malicious way.

• 1:06:00Tom Bilyeu?

  And so the informational warfare is so abundant. Before, it was just as, all those statements would be true in terms of how people use information maliciously. There's only like one or two narratives and then people just all were like, okay, cool, this is the way that it is. And there's actually a sanity to that, but.

• 1:06:19Tom Bilyeu?

  In a world where it all exists, wanting for ignorance is the wrong play. So we are going to find out how we make peace with all of this information and what it does to change our behaviors.

• 1:06:30Speaker 04

  My favorite conspiracy theory about this like direction of information is that the part of the reason that people are pushing AI so hard in the government and at the top 1% is because they understand that we all have phones and we all have access to this information. And so putting as much fake information that looks real out there makes it easier for them to hide like they once did back in the day.

• 1:06:52Tom Bilyeu?

  That'll be very interesting to see if overwhelmed is just the strategy that people run.

• 1:06:56Speaker 02

  When it's too much information you check out.

• 1:06:58Tom Bilyeu?

  Yeah, the good news is that there will be a much larger group of informed people because they'll be able to have access to that data. So, uh, yeah, it is better to be sure, but it has a deranging quality that we have to figure out.

• 1:07:14Speaker 04

  Last super chat from now comes from Serge, says China and AI video 2930. I don't know what exactly the video they're referencing, but it says four French thinkers become uh, one American bumper sticker coming from you. That surprised me. None of them actually taught the truth, uh, that the truth is simply the made up lies of whoever is in power.

• 1:07:32Tom Bilyeu?

  I didn't understand the second part. So I think he's referring to the video that we just saw, the deep dive. He's one of the four people that watched it. Thank you.

• 1:07:40Speaker 02

  The four, the four French thinkers that came to America.

• 1:07:43Tom Bilyeu?

  Yeah, that I know who he's referencing. I'm trying to figure out what he's saying with the final part. If he's saying I oversimplified their breakdown.

• 1:07:51Speaker 02

  None of them actually taught the truth is simply quote unquote, the made up lies of whoever is in power.

• 1:07:55Speaker 04

  Yeah, it was a quote from the video.

• 1:07:57Tom Bilyeu?

  Oh, oh, oh, uh, I'm gonna need to hear how you think they framed it because they absolutely put forward that everything is about a press depressor, that they control the wherever people are being taught the controlling narrative, the culturally controlling narrative. You get to basically dictate what people are going to believe and that people have used what they teach as a method to keep the power structure in place. I can't fathom you interpret that any other way. So you may not have liked the exact words that I used.

• 1:08:37Tom Bilyeu?

  Hopefully I can get you to agree with what I just said is self-evidently true about French theory, about critical theory. If I can't, then I guess we're starting from scratch and we'd have to do some sort of back and forth battle of video essays, but yeah, I, I certainly stand by what I wrote. So there we have it. And which by the way, I want that to be one of the things I talk about the most. I think this is such a big deal. Getting people to understand how critical theory has taken over and rotted people's brains is absolutely critical. And I would love for some of you guys to join me in reading Not Stolen. Be so curious to hear your takes. That book is pretty inflammatory. I think people are going to have a hard time reconciling what they've been taught since they were a kid.

• 1:09:22Tom Bilyeu?

  Uh, and that book, because it forces you to confront human nature.

• 1:09:26Speaker 02

  Tom, Bill, you book club?

• 1:09:28Tom Bilyeu?

  We've talked about it. I, I can't fathom it. It's just, I don't need another thing to do. That, that is the hard reality. But when I'm really into something that I think you guys will uh, find fascinating, even if you hate it, I will certainly mention it. We can certainly talk about it. But uh, what's really interesting is the deep dive that I just did, which I really like. And lays out uh, exactly what we're talking about right here as a part of why I think we're um, on a path to lose the AI race to China. And by the way, I was doing an audit. I think part of the reason that video, because it's not performing well. I think part of the reason that video is not performing well is people, when they hear AI and China race right now, if you don't talk about Jensen and what just happened, people are like, what the fuck? Uh, that's my latest hypothesis. And I was taking a very different approach.

• 1:10:12Tom Bilyeu?

  Cause it was written before all of this played out. Timing is everything, as they say.

• 1:10:17Speaker 02

  Not stolen, the truth about European colonialism in the new world. A renowned historian debunks current distortion and miss about European colonialism in the new world and restores a much needed balance to our understanding of the past.

• 1:10:29Tom Bilyeu?

  Yep. Read it. Read it.

• 1:10:32Speaker 04

  That's it for super chat for now.

• 1:10:33Tom Bilyeu?

  It's good.

• 1:10:34Speaker 02

  Cool. Uh, all right. We have to talk. I want to say shout out to all the people that have Microsoft Teams. I hate it just as much as you hate it, but I know for the last day and a half, you've been having a day off on YouTube. So maybe you're watching this while your, your teams is down and you can't get your Excel spreadsheet.

• 1:10:48Tom Bilyeu?

  Somebody called it an adult snow day.

• 1:10:51Speaker 02

  We love it.

• 1:10:51Tom Bilyeu?

  I thought that was pretty bang on. Uh, all right, everybody. People are absolutely crashing out over the global Microsoft outage. But what caused it? That is the interesting part of this story. So on November 12th, just before 1pm Eastern, Microsoft's email system just fell over on its face. Outlook went down, Teams, Copilot, SharePoint, they all went down as well. Within about an hour, Down Detector had complaints from 74 countries. More than 18 hours later, Microsoft still hadn't brought it all the way back. And I want to know, can you guys verify, are they still down?

• 1:11:28Speaker 04

  If they are still down.

• 1:11:29Speaker 02

  Saying it's back up.

• 1:11:30Tom Bilyeu?

  That is wild. Well, so less, as of this morning, anyway, less things were down. But it still wasn't all the way back up. So I'm very curious to know if they're all the way back up or not. But this is absolutely wild. Now, Microsoft says that it has no evidence that this is a hack. But I will say that does not rule out that this is a hack. I think this is going to be one of the biggest questions. Is, is this a new era of AI that is finding zero day exploits that it can go in and just absolutely batter? That question must be answered definitively. Now, it may be true that there's, nope, nope, it's not that. We just uh, uploaded a config file, which is what they're claiming, and that broke the whole system.

• 1:12:09Tom Bilyeu?

  But boy, oh, boy, what the fuck is happening to Microsoft if a config file can take them offline for a full day? That is the craziest shit I've ever heard in my life. So even if that ends up being the final answer, kids, you've got some splaining to do as to why your whole system is this weak. But anyway, they said this is, there's no evidence of a hack. So uh, they don't know what the cause is. But right now, the lead that they're putting forward is a network configuration change that went live supposedly right as the trouble was starting. But when this first started happening, they were saying, no, we didn't make any changes that time with this. So it's a bit of a backtrack for them in terms of that. They said that they've rolled it back and that they're, you know, expecting to get this back online.

• 1:12:54Tom Bilyeu?

  But there's actually a problem with getting these kinds of systems back up and running, which we'll talk a little bit about later. But the objection to like that sort of view of all of this is if it was just a bad change that broke it, undoing the change then should fix it and it hasn't. And the question becomes, why not? Microsoft says the software that sets up secure connections is the thing that got overwhelmed. So it will, people will like ping the servers, then they fail their automated health checks. And then that they basically have to pull it offline because it's not going to be able to provide a secure connection. And their traffic lands on the servers that remain. And then those end up getting overwhelmed as well because now they have additional traffic.

• 1:13:38Tom Bilyeu?

  Meanwhile, every device running Outlook or anything else keeps retrying the servers like, hey, hey, hey. Like I'm here, I'm checking. Am I good? Am I good? And at that point, you get into like this positive feedback loop that just feeds on itself. And removing the original trigger ultimately doesn't end up stopping it. And so we're going to see if Microsoft is actually going to be able to update its way out of this problem. That is the bigger question. And the company hasn't confirmed whether that's going to work all the way, if they're going to have to push something further. But it does explain why engineers are restarting the servers and trying to add capacity,

• 1:14:19Tom Bilyeu?

  which is what they're saying is going to be the thing that really helps fix this is we just have to bring on more capacity to ease the burden on all the ones uh, that are going through it. Now CrowdStrike, uh, back in 2024 had a similar crash. I think it was actually a little bit worse. So it crashed 8.5 million computers, it grounded flights. But for a cloud service that 430 million people use, this is one of the biggest and longest outages on record. Facebook's 2021 blackout lasted about six hours. Microsoft's own outage in January ran about 10. This one is closing in on 24 hours. So we shall see.

• 1:14:59Tom Bilyeu?

  Now, again, the question becomes, how is it possible that a single failure at one company basically wipes out uh, email and a bunch of other services across 74 countries?

• 1:15:10Tom Bilyeu?

  That will have to be answered. And the question is, was it vibe coding? That's obviously one of the things that people put forward is yeah, these assholes fired a bunch of people and now they're paying the price for it. So you guys and all of your fucking dumb AI vibe coding, you're to blame. Microsoft is saying that that definitively is not the problem. But we'll see. But I want you guys to hear some of the ways that people are reacting to this. I was pretty surprised by the way that people coming at this.

• 1:15:34Speaker 05

  People all around America are rejoicing right now after what just happened at Microsoft and it is insane. Let's check this out, guys.

• 1:15:41Speaker 06

  To the youth and the young adults that have not started working yet, and you're not understanding why everyone is rejoicing over the fact that Outlook and Teams is down. This is our snow day as an adult.

• 1:15:54Speaker 07

  Whoever has hacked Microsoft, um, my Excel is still working. So can you try that again? Just maybe a little differently this time? Thanks. I will put money down that the Outlook outage was caused by a zero day.

• 1:16:10Speaker 02

  100% and Microsoft freaks the out and then they blow everything up because it's a zero day. Guarantee it.

• 1:16:17Speaker 04

  Huge shout out to Microsoft for laying off a quarter of their workforce, you know, just vibe coding, everything, leading to the great outlook outage of 2026. Amazing work just just goes to show you where all the value of your company comes from. Workers, workers created that value, not not billionaires, workers.

• 1:16:34Tom Bilyeu?

  So, look, I get it. The adult snow day thing. Ha ha. It's cute. Makes me sad that people dislike their jobs so much. Boy, do I pray that each and every one of you is able to find a job that gives you meaning and purpose and that you're driving towards something that actually matters. There are companies out there where you could align yourself with where you're doing something you actually care about. So that always makes me sad. It is ridiculous to me that people post this stuff. Your employers are likely to see this. That's not going to make them smile on you. So keep that in mind as you decide what you're going to post out into the universe. And then this guy talking about the he's talking about a Marxist theory called the labor theory of value. It is so economically illiterate. Now, to make out like workers aren't incredibly important, incredibly

• 1:17:19Tom Bilyeu?

  valuable, and should be treated like jewels and should be treated like something that matters immensely in a company. And my advice to any entrepreneur out there is to find people that you respect, get them in your company, get them excited about what they're doing, give them enough autonomy that they can really like get better, they can make mistakes, they can grow. It's an incredible relationship when it works well. So I don't ever want anyone to think that human labor is not one of the most important things in any company. But people are starting to get very delusional, especially in a technologically driven society that all value comes from human labor. It just doesn't work like that. It's a fundamental misunderstanding of this concept I've

• 1:18:00Tom Bilyeu?

  talked to you guys about before called velocity made good. There is a reason that somebody like a Jensen Huang can do something and is not easily replaceable. There's a reason that somebody like Steve Jobs is not easily easily replaceable. We ran that experiment, worked in the company, made it absolutely massive. They fired him, it tanked, they brought him back, becomes the most valuable company on planet earth and is as of today. So this is not like a, oh, you can just exchange this decision maker at the top and everything's going to be exactly the same. It doesn't work like that. Even bringing Tim Cook in, he's taken a fundamentally different approach and is doing something that quite honestly, I don't even think that Steve Jobs could have

• 1:18:38Tom Bilyeu?

  done by himself, which is turn the company into just an absolute cash cow that is focused entirely on logistics, using global supply chains. I mean, really brilliant. And what Tim Cook did for the value of the company is incredible. Now, I think under his leadership, it started moving in the wrong direction, will ultimately die, but nonetheless, recognize what he does well. Now, when you understand that that their velocity made good is not something that is going to happen from what we'll call the frontline people that are, you know, really in the trenches doing the thing, who are obviously critical and should be treated like the jewels that they are and should

• 1:19:19Tom Bilyeu?

  be respected for the work that they do bring. But just like when executives lose sight of how important the team is, when the team loses sight of how important good executives are, of course, there can be terrible executives, as there can be terrible frontline employees. But when you lose sight of the value that each other bring, then we devolve into madness. Marxism is that madness personified. And so seeing a slide back into that where it is people who fundamentally do not understand how to start and grow a company, when they start banging the drum, that the only reason that these companies make any money is because a person is adding an amount of value that they are not getting credit for. And that certainly will be true in some cases, but for the most

• 1:20:02Tom Bilyeu?

  part, it is that the synergies created by a company in totality between the executives, the vision, oftentimes the founder and the employees put together, that creates this excess profit. And so whenever one group is like, it's only me, that is absurd. And that's the whole Marxist mentality. It's only the workers and the other guys don't matter. And so let us just take over this company and vote for how we want to run it. That will devolve into madness. If you don't believe me, go start a company like that today. There's absolutely nothing stopping people from doing that. So why don't they do that? Well, they do, they try, and those companies fail because that is not a way to capture velocity in a direction. That's a way to get the kind of

• 1:20:44Tom Bilyeu?

  whipsawing that we see in the political arena here in America. When you've got democracy, you've got all this infighting, all this back and forth madness. And it has its upside, there's no doubt about that. But there are problems if you try to run a company like that. So again, ask yourself the question, if there is absolutely not a single law on planet earth that is stopping people from doing the worker owned cooperatives, why aren't there more of them? And I'm not saying there's zero, but I'm saying it is a vanishingly small minority. And it's because people don't actually understand what makes a company function. And that will forever be distressing as this country

• 1:21:24Tom Bilyeu?

  marches more and more towards socialism, which definitionally will not work. And by the way, again, could be run at local levels, just like that right now today. And they don't because they always fail.

• 1:21:40Speaker 02

  Um, that was an interesting turn from the Microsoft thing. Um, yeah, because it was like outage, crash out, spies, hacking, Marxist labor, uh, theory of labor. Um,

• 1:21:53Tom Bilyeu?

  Any, any beef with it?

• 1:21:54Speaker 02

  No, no, no. So like, you know how we say like things can, um, I'm thinking of the word that you use. I'm trying to like read or spot.

• 1:22:01Tom Bilyeu?

  Talking about velocity made good?

• 1:22:03Speaker 02

  No, no, no. How things can break bad and get perverted.

• 1:22:06Tom Bilyeu?

  Distortions.

• 1:22:10Speaker 02

  When the left and right go really, really wide.

• 1:22:13Tom Bilyeu?

  Populism.

• 1:22:13Speaker 02

  No, they get.

• 1:22:14Tom Bilyeu?

  Pathological.

• 1:22:15Speaker 02

  Pathological.

• 1:22:16Tom Bilyeu?

  There we go.

• 1:22:18Speaker 02

  America was built on like individual rights and one man can do it all.

• 1:22:25Tom Bilyeu?

  I don't think anybody would say that, but individual rights to be sure.

• 1:22:28Speaker 02

  Yeah, you get what I'm saying. Like you could do anything.

• 1:22:29Tom Bilyeu?

  The maverick spirit. Yeah.

• 1:22:31Speaker 02

  Can that selfishness then get perverted into like exploitation?

• 1:22:35Tom Bilyeu?

  Of course.

• 1:22:36Speaker 02

  Okay, so.

• 1:22:36Tom Bilyeu?

  This, this is why I am not a libertarian.

• 1:22:39Speaker 02

  You got it.

• 1:22:40Tom Bilyeu?

  I love me some government, but I know government's tendency is to become a parasite.

• 1:22:45Speaker 02

  To become just as bad.

• 1:22:47Tom Bilyeu?

  Become exploitative. Yep.

• 1:22:48Speaker 02

  Pathology can break bad and all those things. Yeah.

• 1:22:50Tom Bilyeu?

  Yeah. So the founders of this country had a very shrewd insight, which is that sometimes I'll be in power, sometimes I won't. I need to build the system that keeps my enemies in check. And therefore I need to accept that I will be kept in check to ensure that my enemies will be kept in check. That is the only smart system. Once you say, I'm so right that we should execute Elon Musk, then you've gone full retard. And that's where it's like, boys and girls, you so that your enemies are held in check, the people that you are utterly convinced are wrong, you need to be held in check because odds are you could be wrong, or at a minimum, doing something that the other half of the country finds absolutely abhorrent. And whenever somebody's like, no, no, no, no,

• 1:23:34Tom Bilyeu?

  no, they don't understand. My way is the right way. That, that person has gone off a cliff. In my own marriage, when my wife and I will collide, I will say, listen, I don't know that my way is right. It's just my way. So tell me what you think we should be doing. I want to hear it because even if in the final analysis, I think I'm right, I fully understand that this is just the thing that aligns with me. Now, one of us has to have a leadership role. And so if we just cannot come to terms, I'll make a decision for us and I will move us forward with our best interest at heart. But I'm not foolish enough to think that I'm just right and there's no way that I could be wrong. I believe what I believe. It's not necessarily the quote unquote right way, but

• 1:24:16Tom Bilyeu?

  it's my way. And so we're going to do it. And same for my wife. It's not that her way is right. Her way is her way. And sometimes it's like doing things her way is the right answer because both of us need to feel equally valuable in the relationship. And if it's always my way, either person saying that, that's a fucking nightmare. And so I don't understand how people in a country get to the point where they're like, everything's got to be my way. And when you don't see bipartisan legislation, you are officially in a position where everybody's saying it's got to be my way. And it's just fucking stupid.

• 1:24:46Speaker 02

  And we are in the thick of those things right now. All right, we have to roll over to DC because this shooter story has gotten a little bit crazier than I initially seen. I was like, oh, mass shooter, huh? It's a Thursday in America. And then it just kept getting deeper and deeper. So let's start jumping to it.

• 1:25:03Tom Bilyeu?

  Yeah, the DC shooter story is insane. And you're never going to guess who he name checked multiple times not long before murdering his landlord at point blank range. Shortly before 8:00 AM on November 12th, police say that Dr. Matt Lambert walked into the gym on the ground floor of the Washington DC condo building that he lives in and shot the building's manager, James Stewart, dead. At 8:06 AM, an ex-account tied to Lambert posted screenshots of a mold report with one line. My manifesto is an engineering report. Then he fired a rifle from his balcony, wounded four more people, and killed himself after an hour-long standoff. All right, so Lambert was a 55-year-old physician.

• 1:25:48Tom Bilyeu?

  And he had been fighting the HOA since 2024 over leaks and black mold in a penthouse that he had bought for 1.1 million dollars. He sued in March of 25. And by last December, he told a reporter he'd spent nearly $200,000 on lawyers and engineers. I feel his pain. That's gnarly. And some of it he had to borrow against his retirement. So his resentment was like peak, peak, peak levels. And he kept reaching for one name, basically. On October 1st, he posted about, quote, "Months of Luigi tactics, delay, deny, defend", which were what he, what Luigi Mangione had written on the bullets that he used to kill

• 1:26:28Tom Bilyeu?

  the healthcare CEO, whose name I'm forgetting right now. In December, he had joked to that reporter about the Luigi Three. He also told a neighbor that he knew Stewart's routine, that he'd be in the gym around 8:00 AM. Now, whatever this ends up coming out to be, we will have to see in the fullness of time. But please tie the motive to the mold fight and they're not yet mentioning Mangione, but I certainly will. And this is a direction that the country is going where we feel like violence is a justified way of handling your disputes. And that is the kind of thing culturally that ends up happening when people start making jokes about

• 1:27:11Tom Bilyeu?

  people getting killed and finding it funny, as long as the person is on the other side of the fence. And listen, I don't mind an edgy joke. But when we're getting into this territory where we're celebrating the Luigi Mangione's, the Lindsay Clancy's of the world, like we have officially lost the plot. And so this is the kind of thing that it doesn't matter if you're on his side or against him. Everybody should be just soundly saying, killing somebody that you have a dispute with, even if that dispute is legal in nature, very costly, is not the solution. This guy's life is over, like literally over. If he had done it and not killed himself, he'd still be going to prison forever.

• 1:27:52Tom Bilyeu?

  Same with our boy Tyler Robinson, that likely shot Charlie Kirk, that will come out in the trial, one way or the other. But like, all of that stuff is absolutely ridiculous for more and more people to believe that killing somebody is the right way to solve a disagreement. And when we see it ratcheting up in the political realm, this just gets really, really unhinged. And I'm super surprised, like, let's say that somebody shot Mom Donnie, right? Everybody knows I'm not a fan of Mom Donnie. I would be fucking outraged. That, that is crazy town, man. You can't invite that kind of violence into your life. That would be absolutely horrific, horrific. Why would we want to live in a country where people think that that's the right way?

• 1:28:35Tom Bilyeu?

  If we can't beat somebody with ideas, then so be it. We lost that fight. That's that. That's bad on us. That's not bad on them. Mom Donnie should be fighting for the ideas that he believes in. That's absolutely true. So, yeah, anyway, this is all crazy to me. I absolutely cannot believe that this is the kind of thing. You're gonna see people clapping for this guy. It's wild.

• 1:28:56Speaker 02

  Do you think this is like a political, like, I feel like I haven't seen like the same amount of

• 1:29:04Speaker 02

  hype around it as the Luigi case?

• 1:29:06Tom Bilyeu?

  This one? No, no, no. First of all, it's too young. Will it capture that imagination? No, because this guy's not attractive. Luigi Mangione was young and good-looking, and that is going to make a story go way, way, way far.

• 1:29:17Speaker 02

  Also, the dude's had a million-dollar penthouse. I feel like you're kinda, I, I don't know if you're the Robin Hood-esque character as Luigi was prescribed to be.

• 1:29:25Tom Bilyeu?

  Yeah, that's part of it. Although I think Luigi came from a wealthy family. He certainly went to an Ivy League school, so that part, he's in the elite, as they say. But yeah, why some stories catch fire and others don't is always a fascinating thing. But nonetheless, when you look at Tyler Robinson, you look at Luigi Mangione, you look at this guy. These are people that are the people that have tried to kill Trump. These are people with ideology. They are convinced that they're the right person or that they are right and that violence is justified. When you look at the polling and more and more people think that violence is a legitimate way to solve an issue, I think it was David Pacman

• 1:30:07Tom Bilyeu?

  who was talking about, not saying that he supported it, but he was talking about how more and more Democrats are buying guns because they don't want all the guns in the hands of Republicans, meaning we expect some sort of collision and we want to make sure that we're well armed. Like, this is where we're headed. And so little things like this, people just need to take a beat to say, that is absolutely ridiculous. That is the world's worst way to solve a problem. I get it, that's brutal. Spending hundreds of thousands of dollars on legal bills is nasty. Nobody wants to do it. I've been there. I understand. But nonetheless, killing someone else and then yourself is just a ridiculous way to go about it. And seeing more and more people be, seeing more and more people parse the world that that is a reasonable way to handle the situation is crazy.

• 1:30:52Speaker 02

  Yeah, I don't know.

• 1:30:54Speaker 02

  I guess I'm, I'm not putting it in the same bucket, but yes, solving your problems with gun violence is a terrible thing to do.

• 1:31:02Tom Bilyeu?

  You don't put it in the same bucket. So for you, there's daylight between this guy killing his landlord and Luigi Mangione killing the healthcare CEO. What is that daylight?

• 1:31:12Speaker 02

  No, I think solving your issues with gun violence is wrong.

• 1:31:15Tom Bilyeu?

  You said, wouldn't put it in the same bucket?

• 1:31:17Speaker 02

  Because you said, this is just like Luigi.

• 1:31:19Tom Bilyeu?

  That's what I'm saying. So what's the difference between this guy and Luigi?

• 1:31:22Speaker 02

  Because I feel like Luigi got sympathy because of the healthcare situation.

• 1:31:25Tom Bilyeu?

  So you're just talking about the sympathy factor?

• 1:31:27Speaker 02

  Yeah, yeah. There's no sympathy for this guy because I'm in a 1.1 million-dollar penthouse and your landlord's mad. Somebody in the chat literally said, how come we just didn't grab some vinegar and some bleach and just solve it himself? But, you know, if you can afford a million-dollar penthouse, I'm assuming you can afford a handyman, but if you're...

• 1:31:40Tom Bilyeu?

  Why don't the vast majority of people in the healthcare system that are suffering from controllable diseases stop eating sugar?

• 1:31:48Speaker 02

  Tom, come on, Tom. Tom, come on.

• 1:31:51Speaker 04

  That's not even what happened to Luigi. Luigi had a back problem.

• 1:31:54Speaker 02

  Come on, Tom. Seriously, come on. Okay, so if controllable diseases are not the things that bankrupt people. Cancer is the thing that bankrupts people. Remission is the thing that bankrupts people.

• 1:32:06Tom Bilyeu?

  You are aware of the research saying that cancer is almost certainly tied to what you eat, right? Many forms, not all forms, but many forms of cancer are diet-related. There's increasing research. I won't say it's like hardcore facts.

• 1:32:17Speaker 02

  You are a survivor of something and you have the most strictest diet.

• 1:32:20Tom Bilyeu?

  Yes, like I just said, not all forms. And by the way, I'm very open to that there is something I'm doing in my lifestyle that makes that a me problem.

• 1:32:28Speaker 02

  Got it.

• 1:32:29Tom Bilyeu?

  So you know me, personal responsibility. But what I'm saying, let, let's go down the road. So I agree with the point that this guy should not go and kill somebody, especially if it's a problem that he could have done something about himself. But assume that he couldn't, assume that the black mold had become, like infested the apartment so much that there was nothing he could do, assume that the leak is coming from somewhere that's not in his apartment and this is outside of his control. I'm saying none of that matters. It doesn't matter to me that people can or can't solve their own problems in the healthcare system. Shooting somebody is fucking absurd. It's absolutely ridiculous.

• 1:33:06Speaker 02

  Shooting somebody is wrong.

• 1:33:07Tom Bilyeu?

  And so I'm just saying, if you're going to point at this guy and say, well, this is stupid, not because he chose violence, this is stupid because this was an easy problem and he should have solved it himself. Then it's like, okay, well then, the number of people that do go bankrupt over shit that they could control, for sure. That's, why aren't we pointing at them? I'm not saying point a finger at them.

• 1:33:28Speaker 02

  You don't solve your problem with a gun.

• 1:33:30Tom Bilyeu?

  Agreed, agreed, agreed. But you're saying that there is a difference in reaction to this. And I'm saying that I have a feeling that there are still plenty of scenarios where people would put forward that, yeah, this is justified. So I'm deeply concerned that you have anybody that chooses this path and that there's a growing number of people that think violence is the right answer. That's it. If we both agree on that, phenomenal. But I don't think you have to downplay this case or be like, yeah, yeah, this one's absurd for a different reason. I'm bringing this up specifically because this is increasing.

• 1:34:11Speaker 02

  You're saying we're having more gun violence is increasing?

• 1:34:13Tom Bilyeu?

  We're having more people think violence is the right answer. That, that is the thing that should worry people. That this guy then went and did it is obviously the most troubling when somebody actually carries it across the finish line. But when the attitude is, this is a, an acceptable way to parse this, you're gonna see more and more of this stuff. It's going to continue to ratchet up. I'm always trying to get people to back off of belief systems that are self-defeating. The belief system that these systems are going to be taken down through violence, that these systems are going to be solved through socialism, that the government is gonna make these problems go away, like that's all a level of absurdity.

• 1:34:53Tom Bilyeu?

  And getting people to back off of, I'm so right that, of course, we should have socialism, which is a dictatorship. We should put that in place because my side will get this right. They won't. And so that idea is the thing that I am deeply troubled by.

• 1:35:11Speaker 02

  Okay, let's go over to Greta Thunberg. She's getting some slack because she forgot about a protest that she started.

• 1:35:18Tom Bilyeu?

  This is crazy. All right, if you guys don't know this, Greta Thunberg is in hot water. She's getting a ton of backlash for a response that she had to the actual climate activism going on in her name, by the way. Nobody expected this out of her. You gotta watch this clip.

• 1:35:37Speaker 01

  This is all wrong.

• 1:35:39Tom Bilyeu?

  What's happening right now?

• 1:35:40Speaker 02

  I shouldn't be up here. Split this split.

• 1:35:42Speaker 01

  I should be back in school on the other side of the ocean.

• 1:35:47Speaker 01

  Yet you all come to us young people for hope. How dare you?

• 1:35:54Speaker 01

  You have stolen my dreams and my childhood with your empty words. That on a day where it's Fridays for Future demonstration in Berlin. Is it?

• 1:36:10Speaker 05

  Really? Yeah. They still do that?

• 1:36:21Tom Bilyeu?

  Okay, so that's the organization that she started, which was the Climate Activism Fridays for Future group. They were holding a climate protest in Berlin that same day. And she had started it back in 2018 when she was 15. And to now have gotten millions of students behind her, walking out of schools as a part of all that protest, and for her to have so forgotten about it that she didn't even know that there was an event going on, she didn't even know that they were still doing it, that she thought it was the funniest thing ever, that people were still doing it, is pretty wild. And to see somebody jump from one cause to another is pretty jarring. The clip ended up blowing up on X, and the reaction

• 1:37:05Tom Bilyeu?

  obviously has been pretty brutal. Critics say that it confirms what they suspected all along, that climate was just like her acting up, that this is really about an activist that's in search of a problem more than it is somebody who's identified a real issue and is trying to solve it. Now, the new thing that she's on, obviously, is Gaza. And so Thunberg has put Gaza at the center of her current activism since late 2023. But we were asked to believe that the climate emergency was a crisis that was existential for the entire globe, and now she's asking, people are still doing that? It is pretty wild. This is where we are all going to have to begin to think through these problems from

• 1:37:47Tom Bilyeu?

  first principles to figure out, okay, is somebody trying to tap into my emotions? Okay, if they're trying to tap into my emotions, what's really going on there? What are the likely outcomes of this? Because the climate is something that we need to take seriously. We should be focused on innovation to make sure that we do protect the planet from ourselves, left to our own devices. Corporations certainly will pollute and pollute and pollute. If you look at Africa, I can't believe this is true, but one of the big problems that they have when charity will go over and build a well, they'll dump trash in it. So it's like, okay, kids, this is, this is getting pretty wild. So we absolutely need to be saved from ourselves in some very real ways. And so having people paying attention to this, recognizing that

• 1:38:29Tom Bilyeu?

  a lot of what we do will end up causing problems for us. And so putting guardrails, putting restrictions is wonderful. But when we're asked to believe that the world is going to end, and therefore, we have to make emergency changes that, I don't know how many of the people believe the things that they're saying, or if they just know that it's a good emotional hook. And so when you see stuff like this, you start going, oh, that was just a good emotional hook. Now, look, I forgive her for everything when she was a 15-year-old. The fact that people got mad at her when she was so young, I found very startling. But the fact that people rallied behind her when she was so young, I also found startling. So this is one of those things. Europe has shot itself in the face from an energy policy. America is trying to race to catch up with Europe with stupid

• 1:39:13Tom Bilyeu?

  energy policies. And so all of that stuff is terrifying in the name of something that will be managed and overcome through innovation and innovation alone. Otherwise, your only option is to move backwards from a population standpoint, which is, it is misanthropic on its face. It is anti-human. It's so crazy to me. I can't believe that people even take that stance when they've seen what innovation can do. So, yeah, this one's jarring. Look, she's still very young. How old is she, like 23? So your brain doesn't even stop developing till you're 25. I'm not going to go on some tirade about her. She's young. She's going to learn a lot of this stuff the hard way. She's spent her life in the limelight. However,

• 1:39:54Tom Bilyeu?

  people need to be very thoughtful when people are leveraging emotion to get you to think about an issue. And if you stop at that emotion and then enact whatever you're going to do based on that emotion, you're going to create problems for yourself. Certainly, if you're taking that energy into the ballot box, you're going to be creating problems politically for everybody. What people need to be doing is they need to figure out, okay, what's really going on? What's going to be the right way to get out of this? All of your chanting and everything should be around mechanism. What is the mechanism by which we're going to fix this? And that certainly isn't Greta Thunberg's issue. This is my whole beef with Israel, Gaza. I want to hear what people are actually putting forward as the mechanism. And the second people talk about mechanism there, at least the conversation

• 1:40:35Tom Bilyeu?

  gets far more useful. I think it gets far more farcical, but at least it's a useful conversation to be had about, okay, what does actual post-war look like? It's the exact same question that's being asked right now by Jared Kushner and Steve Witkoff in Russia and Ukraine. Is they're trying to get Europe involved in direct conversations with Ukraine and Russia around what does post-war look like? Because if we can't navigate that, then this really isn't going to end. We might get a temporary ceasefire, but we're going to be right back in the same hot water. But anyway, mechanism, mechanism, not emotion, mechanism. How exactly are we going to fix this? And if the answer is decrease human population, yo, immediate distrust.

• 1:41:22Speaker 02

  As like a solution for climate change?

• 1:41:24Tom Bilyeu?

  Yes.

• 1:41:24Speaker 02

  Oh, wow. That's a good turn.

• 1:41:28Tom Bilyeu?

  But that is one of the big ideas that are put forward. So, less energy, less people. Those are the two big drumbeats.

• 1:41:37Speaker 02

  Do you believe in like climate change?

• 1:41:39Tom Bilyeu?

  I believe for sure that the climate is changing at all times. There's no doubt about that. I am such a headline-level person when it comes to the climate, that the most, I will say, is the headlines that make the most sense to me are, call it Bjorn Lomborg, who we had on the show. So I did enough research to be able to get through an interview with him, and found his arguments pretty compelling, which are basically this: climate, the climate is changing, it's changing in ways that matter, and it's changing in ways that we can have impact on. It is not an immediate emergency. The numbers of people are feeding you are largely bullshit. And if you look at how we're actually going to get out of this, it's going to be through innovation. It is not going to be through population reduction or

• 1:42:23Tom Bilyeu?

  acting like the world is about to catch fire in 10 years.

• 1:42:29Speaker 02

  Yeah. I got nothing for that. I feel like the world's gonna be fine. It's gonna be us that die.

• 1:42:34Tom Bilyeu?

  The world? Well, that is for sure.

• 1:42:36Speaker 02

  Yeah, Earth's gonna keep spinning regardless.

• 1:42:37Tom Bilyeu?

  But you think we're gonna die?

• 1:42:40Speaker 02

  If we are on the current trajectory that we are, eventually, all planets die.

• 1:42:44Tom Bilyeu?

  Yes, that's not how I took your initial statement. You just mean eventually we'll die off. Heat death of the universe.

• 1:42:50Speaker 02

  Heat death of the universe, poverty, healthcare, insurance.

• 1:42:52Tom Bilyeu?

  Those are pretty different, you know?

• 1:42:54Speaker 02

  Everybody dies, B. People die every day.

• 1:42:57Tom Bilyeu?

  Ain't that the truth, Drew? Sometimes you are an absolute impenetrable box of, I just can't even peer inside to figure out what's actually happening with the words that eject out of your mouth. This would be one of those times.

• 1:43:11Speaker 02

  It'd be like that.

• 1:43:11Tom Bilyeu?

  That and Haiti. I know better now.

• 1:43:14Speaker 02

  I have, you know, boundaries are important.

• 1:43:16Tom Bilyeu?

  There you go.

• 1:43:18Speaker 02

  All right. He said, Pete Hegseth got yelled at on the steps. I keep hearing about the story, but I didn't actually see the yelling. So I'm curious to see like what they're actually referring to. So watch your screens, check it out.

• 1:43:49Tom Bilyeu?

  Okay, now, in fairness to Hegseth here, he's not the one that I think triggered it. It was the person who laughed. I don't even know if he was the one that said the thing that made her laugh, but maybe. I've been to the Tomb of the Unknown Soldier, and it is a place of tremendous reverence. So the fact that these guys were even talking like that, I'll admit, the vibe when you're there is fucking heavy. And you're in the middle of a gigantic cemetery, and it's just rows and rows and rows of crosses, and all people who've died for this country. And then you get to that tomb, which is for all the soldiers that died from the beginning of America until today, that we don't know

• 1:44:33Tom Bilyeu?

  who they are. Obviously, they're not all buried there, but to represent them. And you see the eternal flame burning. There's really something heavy about it. And for Pete Hegseth to be there when people aren't giving it the seriousness, the weight, the reverence that it deserves, is a, it's, I love that it's gone viral, to remind people of the sacrifices that people have made for this country. And so he's responding in the only way that you can respond now, which is to commend this guy for doing what he did, to reinforce the love and respect for all the troops. That's the only right response

• 1:45:15Tom Bilyeu?

  right now. He's not defending himself or anything like that. So that at least is smart. But yes, I would like to think that when he's there, he's the one that is telling people to have that deep reverence. It's not his personality, and so, you know, the odds of actually getting that are effectively zero. But, yeah. So he's getting his lumps, justly deserved, and...

• 1:45:38Speaker 02

  What's like the, is it like an indoor tomb, or is it like?

• 1:45:41Tom Bilyeu?

  It's outdoor, no, literally right there. And those guys will march up and down, guarding it. Rain, snow, sleet. I don't know if there's any weather conditions that they go in, maybe a lightning storm or something, because especially since they have bayoneted weapons. That's possible, so I don't want to say there's never a time. But I'm pretty sure, like barring something extreme, you're gonna have a soldier there guarding that tomb. And it, this is a big part of my whole thing. America needs to love itself. America needs to have reverence for the people that built this country. America needs to want to show respect to those who have fallen to give us this life. And the fact that

• 1:46:25Tom Bilyeu?

  we're not getting that from, that sense of reverence from our top brass is distressing.

• 1:46:30Speaker 02

  Yeah. It's a travesty what we do to our veterans, especially with the number one military in the world. We brag about our military, we rely on our military, we threaten other countries with our military, and we treat our vets like shit. He did end up getting like an award or something, too. I'm trying to pull...

• 1:46:46Tom Bilyeu?

  The guy who yelled.

• 1:46:47Speaker 02

  Yeah.

• 1:46:47Tom Bilyeu?

  I think he gave him a commendation.

• 1:46:49Speaker 02

  Yeah.

• 1:46:49Tom Bilyeu?

  Not sure what the exact one was.

• 1:46:51Speaker 02

  So it did take balls to kind of yell at your boss in that way. And so, respect to both the soldier and to Pete Hegseth, calling a spade a spade.

• 1:46:59Tom Bilyeu?

  Yeah, and I like to think you don't get to be that guy with such a ceremonial duty unless you're the kind of guy that isn't gonna put up with that bullshit.

• 1:47:09Speaker 02

  Yeah, and he said he honored it. He honored him for that. Received the Joint Service Commendation Medal. That was what he got rewarded with for yelling. So shout out to that. Okay, we got some supers.

• 1:47:21Tom Bilyeu?

  Yes, we do.

• 1:47:22Speaker 02

  First up, hold on, I lied. We got one more story. Candace Owens.

• 1:47:26Tom Bilyeu?

  Yeah.

• 1:47:26Speaker 02

  I almost forgot about my boo.

• 1:47:27Tom Bilyeu?

  Yeah, this is crazy.

• 1:47:30Speaker 02

  Again, another one. I don't understand how people keep messing with her. I don't, I think they should have like found out the first time, but.

• 1:47:35Tom Bilyeu?

  Well, here's the thing. So it's the whole idea that the process is the punishment. So they just want to keep her in court. And since the, the last one didn't get thrown out, but it got diminished. I think they removed Candace personally. The lawsuit, though, if my understanding is correct, is still ongoing. So that's not like she doesn't have more headaches there. But this is a brand new one. It, it is. It is designed basically to bankrupt her. That they'll just keep going until she spent, you know, maybe a few million dollars on this. Dude, that is, you don't want to be spending post-tax dollars on this kind of shit. This is rough.

• 1:48:12Speaker 02

  Is there anything you can do about that? I feel like that's a bully tactic. That's crazy that that's like legal. I just keep suing you over and over and over and over again.

• 1:48:18Tom Bilyeu?

  This is why American courts need reform. Because there should be some kind of thing where it's like, if you lose, you pay the other side's legal fees. That'll make people really stop and go, do I want to do this? We need to do something because the, the amount of litigation in the United States is absolutely criminal.

• 1:48:38Speaker 02

  But with this one, the Macron's have sued Owens and two businesses associated with her in July 2025 in a Delaware court over what they call her live field campaign of global humiliation. Including the false claim that Francis, first lady was born a male. In this new lawsuit, the Macron sued over Owens's use of a Brigitte doll they called grotesque. Instead was used by the podcast as a prop to ridicule her appearance.

• 1:48:58Tom Bilyeu?

  Okay, hold on, let's, let's slow down on that beat. The lawsuit is about a doll. That's why I was like, bro, you're not going to believe like what this actual suit is about. Now, at one point, I don't know if you can scroll across, at one point, they show in the video, the doll. It looks like ET with like the wig on. If you can zoom in, yep. She's getting sued over that. That's what this lawsuit is. How wild is that? That's some petty shit. This is, this is.

• 1:49:25Speaker 02

  The president of France, the president of France. What are we doing? Presidents suck now. When did presidents suck? Like, I thought presidents were supposed to be cool. It's supposed to be like an important city, like office.

• 1:49:36Tom Bilyeu?

  I don't know that they've been cool for a while.

• 1:49:39Speaker 02

  This is literally people lighting things on fire outside of your office, but let me sue that person.

• 1:49:45Tom Bilyeu?

  Somebody, yeah. In another country over a doll making fun of my wife. It's wild. The lady doth protest too much. That, that is the most interesting take on this. Like, do I think that she was born a man? I don't have any reason to believe that. However, boy, does she go hard in the paint. Like, you're, you're making this a bigger and bigger story every time you do this. But their hope is that they can just break her financially. And so it's going to be this ride, this game of chicken between whether she makes more money doing this stuff. And then spends, you know, whatever. Eighty percent of it on her legal bills, but it's 20% profitable.

• 1:50:25Tom Bilyeu?

  And she clearly has a personality that absolutely thrives in confrontation. So this is just not the one. She's not the one, man. I, like you said, I don't know why people keep going after her of all people.

• 1:50:38Speaker 02

  He missed it, but yes. All right. Now we got super chats. Sorry about that.

• 1:50:42Speaker 04

  Hank Marquardt, apologies if I mispronounced your last name. How do we get beyond existing power structures to reach abundance? Regulators, Big Pharma, and capital holders with opposing incentives?

• 1:50:56Tom Bilyeu?

  Okay, I'll give you the answer of what I think is going to happen and then I'll get us back to the sort of core pillar of why I'm doing the show. Okay, so what I think is really going to happen is pain and suffering. It will hurt so much. Through bloodshed, either revolution, authoritarian rule, something like that. There will be so much pain in the system that people will hit the reset button. It'll be bloody and traumatic for everybody. It'll be like Japan post-World War II. It, it will be a level of pain and suffering that when I say that you guys think recession or maybe depression. No, no, no. That's not enough to get people to flip the tables. You're, you're going to hit a level of pain and suffering that is people dying, starving, like killing each other, that type of pain.

• 1:51:36Tom Bilyeu?

  Then we'll reset and then there'll be another extended period. Maybe we get 50 years. Maybe we get 100 years on the build backup.

• 1:51:44Tom Bilyeu?

  But it's unknown. Typically, when a country becomes backwater status, they stay there for 100 years. So it's entirely possible you're a backwater for 100 years like China or Argentina and then you get your 100-year run-up. So yeah, that, that won't be fun. None of us will get to see the sort of glorious upswing. That's the most likely way that this plays out. Now. What, how do we derail that? How do we put ourselves in a position where we don't have to go, just because it's the most likely, doesn't mean it's going to happen? Let's be very clear about that. Because that's just looking backwards at history. So looking forward at what we might be able to do.

• 1:52:25Tom Bilyeu?

  So one of the key things is we've got to get people back to the middle. We've got to get people to understand that the other side has valuable wants and desires. That yes, we may not like the things that they say or vote for or whatever. But we have to find a path forward that everybody can get behind. We have to build a thriving middle class. So you can't have a system that works for the wealthy and for nobody else, even if more people are getting wealthy by the day, which actually is true. The middle class got pushed up and down. At last check, I'm almost certain I'm remembering this correctly, that slightly more people have gone up than down. So even with that, you just, you need a thriving middle class. They need to be the thing that everybody focuses on. People need to want to sell to them.

• 1:53:07Tom Bilyeu?

  They need to be the holders of the, you know, a core amount of wealth. Like, all of that stuff has to be true. So then you start going, okay, mechanistically, what are the things that put us in that situation? So antitrust is going to be a big one. Reducing the tax burden on people so that we're not hemorrhaging monies, that people are keeping more of their money. Fixing things like healthcare so that innovation makes it cheaper over time. Right now, it's stuck in basically a tax ruling from the 1940s. That has made it a part of something they expect their employer to do. Which means that the only people buying insurance literally don't care about the price. So you've got to get people out of that. So there's price pressure. So you get competition. Same reason you don't want monopolies. You need that competition.

• 1:53:51Tom Bilyeu?

  We have to tell ourselves, every media company on planet Earth. Sorry, every media company in the West needs to tell a positive story about the West, to the West, so that the West starts believing in itself again. We've got to stop the absurd tribal-based fighting. So all the race bullshit's got to go. We've just got to start looking at what are the things that bring us back together, get us cooperating. Make us sort of fall in love with ourselves and each other again as a nation-state. So getting back under the nation-state banner instead of tribal banners. So again, critical theory's got to go. We've got to take back over the education system. The education system has to teach pro-Western, pro-enlightenment, pro-scientific method. That's just got to be top to bottom. We've got to get back into meritocracy ultra-aggressively.

• 1:54:35Tom Bilyeu?

  And if we do all of that from a cultural standpoint, then the, the politics will take care of itself. But if we don't do that and everybody is actually fighting over a shrinking pie and the ultra wealthy really are running away with the system that was designed to allow people who understand asset ownership to just absolutely clobber the people that don't. If we allow all of that to happen, the infighting will never stop and people will naturally put themselves into tribes. You won't even necessarily have to encourage it. So yeah, those really are the things.

• 1:55:07Speaker 02

  So we don't have that AI age of abundance narrative anymore?

• 1:55:10Tom Bilyeu?

  I mean, look, that may end up being real, but it, it is going to cause stress in the system before it delivers the age of abundance. And so that always gets tricky. But yeah, AI could really drive deflation. Innovation-led deflation, which is good deflation. It could really drive that. That would be a miracle. That would alleviate a lot of pressure in the system. And so lord knows, I believe that we should be going whole hog on AI in a safe fashion with restraints, like actual engineering-based restraints on the models. But we, we should really want the innovation that AI is going to bring. The problem is from a

• 1:55:50Tom Bilyeu?

  a cultural place, we're just not there.

• 1:55:53Speaker 02

  Shoot over the request?

• 1:55:55Tom Bilyeu?

  Let's go.

• 1:55:58Speaker 04

  There's a couple more super chats.

• 1:55:59Speaker 02

  Yeah.

• 1:55:59Speaker 04

  Oh, okay, keep going. Michael Beaver Barrett, so thank you for the $50 super chat.

• 1:56:04Tom Bilyeu?

  Let's go.

• 1:56:05Speaker 02

  Thank you for the $50. I did not hear the applause or the, oh.

• 1:56:08Tom Bilyeu?

  There we go. There we go. Thank you.

• 1:56:10Speaker 04

  Says CC rejected a couple of previous super chats. Here's to cover. Have a great weekend. Credit card.

• 1:56:16Tom Bilyeu?

  Oh, got it, got it. I was thinking, because we used to have somebody named CC here. So I was like, wait, what?

• 1:56:23Speaker 04

  Serge says, "You mistake how some US academics misused LACAN and others for those thinkers taught."

• 1:56:30Tom Bilyeu?

  Start over, start over.

• 1:56:32Speaker 04

  You mistake how some US academics misused LACAN and others for those-

• 1:56:37Tom Bilyeu?

  Like LACAN Wiley?

• 1:56:38Speaker 04

  L A C A N is what it says.

• 1:56:39Speaker 02

  No, LACAN, the French guy.

• 1:56:41Tom Bilyeu?

  Oh, oh, oh, LACAN, okay, yep, yep.

• 1:56:43Speaker 04

  I'm LACANian psychoanalyst, yet I hate the oppressor oppressed narrative for its destructive effects on society. Love the show, by the way.

• 1:56:51Tom Bilyeu?

  So then what would be really helpful? So if you think I'm getting something wrong, which I'm very open to, send me a link in Discord, if you would, of something that you think will help me better understand this. I'm all for it, all for it. Anytime somebody has something where they're just telling me I'm dumb is never helpful to anybody, me or you guys, but saying, "Hey, here's a thing that contains some information that would be useful." If it really is a better meaning, that it's closer to having predictive validity, I will adopt it immediately. So by all means, please send it over in Discord, that'd be amazing. And thank you, by the way, I think that's your second super chat to try to help me get smarter, which I'm very grateful for.

• 1:57:31Speaker 04

  Luke Adam Miller says, "Tom, Greta posted a pic of an emaciated Israeli hostage of Hamas being forced to dig his own grave, claiming it was an innocent Palestinian forced to dig his own grave by the IDF. Not her only shameless lie, stay legendary."

• 1:57:47Tom Bilyeu?

  Yeah, I mean, we get into really messy stuff with that, and I'm sure that there are absolute atrocities on both sides of that conflict. So the way that I want to interface with that is just like, okay, how do we really move forward? You have two groups that absolutely hate each other and have shown an absolute unending willingness to kill each other en masse. And so now what? Now what do we do? And so talking from that perspective as negotiating a peaceful settlement to a longstanding war, like imagine you have a war that's been going on for 80 years. It's like, you're not going to unwind that easily. And the solutions that I hear being put forward are largely childish. And that's where I'm just like, okay, nobody's serious. So I would love to see that approach that way.

• 1:58:32Tom Bilyeu?

  I'm sure we can find all kinds of things to shit on her for. I will forgive her trespasses, as I hope others forgive their trespasses against me.

• 1:58:42Tom Bilyeu?

  So that I'm not super worried about. But I do think that overall, there are a lot of people trying to get everybody to think through Israel, Palestine, or the climate issue from an emotional place. That's what I really want to push back on. That's why I wanted to talk about her flipping and being so flippant about, oh, people are still doing that, and cackling like a hyena, far less so people can make fun of her, and far more so we can go, parsing this stuff emotionally is stupid. And she very quickly went from, "It's going to destroy the whole world," to, "Oh, I'm not even thinking about that anymore." Yes, exactly. And so the people that are doing this, that are trying to drum up that kind of tribal emotional reasoning,

• 1:59:27Tom Bilyeu?

  it's always going to be like that. And so you can't take them seriously, but it doesn't mean that the issue isn't serious. But you've got to boil down to, okay, what's the mechanism? What's the cause and effect? How do we think up from first principles? If we can do that, then we can actually start addressing some of these things. It's not like they don't have a point. It's not like there isn't an absolute, like, just tragedy of biblical proportions going on in Gaza. It's just a question of what is really causing it and what's the actual way to get out of it? And if your narrative is oversimplified and it's just like, well, Jews are evil, then it's like, oh, Jesus Christ, we're going to be here forever. So if, on the other hand, we can start actually mapping out what's really going on, how we've ended up here, so that we can understand how we get out, then we might be able to actually make some progress.

• 2:00:11Speaker 04

  Garrett Garmin says, "Happy Friday, y'all. Shout out to the IT team. Tom, my daughter keeps asking if she can play Kaizen. Can you help me?"

• 2:00:17Tom Bilyeu?

  Oh, bro, I actually can help you, so say more words. Okay, so I've been fantasizing over the last few days that I do something like, and you guys, I really want your feedback. I sort of have a mental model that there's like four of you that are a part of this community that care about the video game stuff. But there might be more, maybe there's more. I would love to know of you, who are gamers? So let us know now would be great.

• 2:00:44Speaker 02

  Yeah.

• 2:00:45Tom Bilyeu?

  Put up a survey. In fact, oh my God, I can't believe I've never thought of this. Please put up a survey that says, "How many of you would like to play test Kaizen? Either you or your kids." I'm way interested in kids. That actually is a target market. But I'll take, if you're a gamer, I will certainly take feedback from adults as well. I would love to know how many people are actually into it, that'd be huge. So please do tell me. So if there's enough people, what I might start doing is some sort of dev log. The only reason I've been putting off dev logs is to do them well. You really have to treat it like a high-quality piece of content. I don't have the bandwidth to do that right now. That's like a deep into 27 plan. By the summer, I'll be doing that as like a high-value piece of content.

• 2:01:27Tom Bilyeu?

  But I thought we might be, we might benefit from having a small group of people that, I'm not trying to grow just off on X or maybe Twitch or something, where I show the game, show what we're doing, let some people play it, let you guys watch me play it, get your feedback, so that I can start hearing more voices. That would be very interesting. Absolute bonus points. I will make it completely G-rated, family-friendly, because I really want, if your kids are watching and giving feedback, that'll mean even more to me. So anyway, not something I'm committed to, but I would really love the answer to that question. So we can certainly get your daughter access is the long and the short of it.

• 2:02:09Speaker 04

  And then we have another super chat from Hank, who says, "I meant AI. Pharma blocks cures. National security tags on patents and regulators blocking advancements." And that was in reference to the earlier super chat about power structures.

• 2:02:24Tom Bilyeu?

  Yeah, it all exists. And so if we're going to, regulation is the easiest one to unwind. Trump has been trying to do a lot of the regulatory unwinding, but you have a money in politics problem with lobbyists, with the companies. Ironically, the bad news is they're in some ways the right people to write the legislation, but 100% the wrong people to write the legislation, because they understand it, but they have a just wicked motive. And so, yeah, like how you work around that isn't going to be easy. It is possible, and we absolutely must find that solution, but that's the conundrum. Boy, do I love spending time with this community. You guys are amazing. Thank you so much. Like and subscribe if you haven't, by the way, it really does help the show. We've been growing recently, and I thank you guys entirely for that.

• 2:03:09Tom Bilyeu?

  So please do share, it would make a big difference. You guys are awesome. All right, I'm doing another AI masterclass Thursday, December 10th at 11:00 AM Pacific. Link is in the description. It is free as the day is long. I'll show you how to launch a company using AI. All right, guys, have a wonderful weekend. We will see you on Monday. And until then, 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. 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.

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