Amy Coney Barrett Threatened, NYC Data Center Ban, OpenAI vs Apple| PBD Podcast #833

Patrick Bet-David and the Home Team discuss Amy Coney Barrett revealing she needed a bulletproof vest after the Dobbs leak, inflation's biggest drop since 2020, New York's AI data center ban, and much more. --- ✍️ PRE VAULT NETWORKING EVENT: https://bit.ly/4wQIe5k 🎟️ SECURE YOUR 2026 VAULT TICKETS: https://bit.ly/4xU2SCW 🧢 SHOP THE BLACK & GOLD FUTURE LOOKS BRIGHT HAT: https://bit.ly/4pe7gZh 🦁 SPONSOR THE VAULT 2026: https://bit.ly/4mFBPpw Ⓜ️ CONNECT ON MINNECT: https://bit.ly/4kSVkso Ⓜ️ PBD PODCAST CIRCLES: https://bit.ly/4mAWQAP 👔 BET-DAVID CONSULTING: https://bit.ly/4lzQph2 🥃 BOARDROOM CIGAR LOUNGE: https://bit.ly/4pzLEXj 🇰 KALSHI: http://kalshi.com/pbd SUBSCRIBE TO: @VALUETAINMENT @ValuetainmentComedy ABOUT US: Patrick Bet-David is the founder and CEO of Valuetainment Media. He is the author of the #1 Wall Street Journal bestseller “Your Next Five Moves” from Simon & Schuster and a father of two boys and two girls. He currently resides in Fort Lauderdale, Florida.

• 0:15Speaker 00

  My handshake is better than anything I ever signs, right here.

• 0:19Speaker 00

  You are a one of one?

• 0:20Speaker 01

  My son's right, man.

• 0:21Speaker 00

  I don't think I've ever said this before.

• 0:27Speaker 00

  So, so let me, let me get this straight. If you choose to become the Supreme Court Justice.

• 0:31Speaker 02

  Yes.

• 0:31Speaker 00

  How much risk do you have with that job?

• 0:33Speaker 02

  Huge.

• 0:34Speaker 00

  Huge. So imagine you go in choosing to have one of the most difficult jobs. You're hated. It's controversial. It's difficult. Then when you get death threats, you start siding with the other side and your voting record changes?

• 0:46Speaker 02

  That's not.

• 0:47Speaker 00

  If that's a job you got, then don't be a Supreme Court Justice. If you become a president or if you become a vice president, you say, I'm getting too many threats. If you become a military guy and you go to war and you're saying, hey, man, these enemies are trying to kill me. That's the job. Don't do the job. Go take a different job. Anyways, it's one of the top stories. I got a lot of thoughts on that with Amy Coney Barrett. Numbers came out, the fact that after she got the threats, she talked about how incredibly devastating it is, the types of threats she's getting that she has to go home with a, what do you call it? With a, a, a bulletproof vest and explain to her sons that she's taken off. And I get that, but guess what? That's the job. That's the job. And we'll get into that story. I got a lot of thoughts on that specific story. Anyways, good to be with you guys.

• 1:27Speaker 00

  IBM stock drops 25% in a single day. Apparently the worst day they've had in how many years, Tom? 50, 60 years? They've never had a single day like this. IBM. And there's a, there's a tie with that story and H1B visas that they're mainly starting to hire, their numbers, when I share it with you, I'm like, wait a minute, the numbers dropped like that? Yes, they had a certain expectation. I'm hitting, I think, 16.1 billion dollars. They fell short by like $2 billion on the markets. Like what happened here? This was a little weird. We'll address that. Amy Coney Barrett for sure. Spain beat France. Not gonna lie to you. I was hurt. I didn't like it. I was rooting for Mbappe. I'll just say it. I think Spain's the most boring team in the World Cup so far. And every time I say that, they're

• 2:11Speaker 00

  the Spurs of the 90s. They're the Cleveland Cavaliers of the 18. Craig Elo, Mark Price, Brad Doherty, Tim Duncan, Derek, what was the guys then? Parker. Just a very boring, boring, boring team Spain is, but they're fricking good. They're very good. And Argentina beat England. Uh, had to call my friend, man, Paul, you know, he was all like ready for $20,000 tickets, all this stuff. And you know, we, you know, talking to, you know, I'm suggesting him a couple of different sponsors to reach out to, to go through this challenging time with England. But there's a lot of story with Bellingham at the end, slapping one of the players. Argentina holding the sign that they're not supposed to have

• 2:53Speaker 00

  a political message. The scene where Bellingham said something to Messi and Messi's like, oh, really? Okay. No problem. Look what I'm gonna do. We can't even play that clip because the clip on X was taken down because anything with them are taken it down. But it's leading to Spain, Argentina. It's what it is. And there's a picture of Messi, Vinny just showed us this morning of Lamín Lamar when he was a baby and he's like almost giving him a bath, you know? And so I don't know what's gonna end up happening.

• 3:19Speaker 02

  He's his daddy.

• 3:19Speaker 00

  Yeah, at that time, but we'll see. And the interviews Messi's been doing, the stuff he's been saying, it's phenomenal. Trump's got a speech he's giving tonight.

• 3:27Speaker 02

  Yep.

• 3:27Speaker 00

  A lot of people are speculating on what happened. They're saying this speech was leaked to Wall Street Journal. Of course, all those leaks always happen accidentally. Nobody would ever leak the story to get headline and marketing and stuff that comes to it. Some of the things that they're gonna be talking about is foreign, uh, uh, you know, countries colluding in our elections.

• 3:49Speaker 02

  No.

• 3:49Speaker 00

  And some real, you know, real decisions and maybe even an executive order tonight. And we were hoping we can talk about it as well as the movie Odyssey, but it's not out yet. And so as much as we want to trash Odyssey, some people are saying it's a good movie. I don't know. I'm gonna go watch it. I'm gonna go watch it. Vinny told me it's like a 17 hour movie. Here we go again. One of these long three hour movies that you go and you have to prepare.

• 4:10Speaker 02

  P breaks.

• 4:11Speaker 00

  By the way, when they do three hour movies or commercials, like two hours as well? Like do they, do they do one hour of commercials for three hour movies?

• 4:17Speaker 02

  Yeah.

• 4:17Speaker 00

  It's like a four hour, it's a full day you're committing to. The drive, the food, the parking, the, you know?

• 4:21Speaker 02

  Too much.

• 4:22Speaker 00

  Anyways, we'll see, we'll see with that. But Trump is giving a speech tonight. Open AI, apparently it's corporate espionage is taking place between OpenAI and Apple. And guess who is defending Apple? A guy who's a trillionaire is defending Apple. Not surprised because of Sam Altman. But apparently this is some really ugly, ugly, nasty stuff that OpenAI is doing. We have to address this. Then a same-sex couple, this is a Vinny story. Vinny's bothered by this. A same-sex couple that paid for a surrogate to have a kid and apparently the kid comes out in a way they're not happy about it with some health issues. And they're trying to sue the girl, if I'm not mistaken. Am I saying that correctly? Am I roughly there?

• 5:07Speaker 02

  Yeah. They're suing her because there's a birth defect that they didn't.

• 5:11Speaker 00

  With the kid.

• 5:11Speaker 02

  Sign up for.

• 5:12Speaker 01

  They wanted her to abort the defective kid so they could go have another surrogate with a perfect kid.

• 5:18Speaker 00

  And she said, that's just not what I'm gonna do.

• 5:20Speaker 01

  Yeah. And by the way, I'm not stretching that. That's exactly what.

• 5:23Speaker 00

  Wow. We'll, we'll talk about that. Taco Bell, by the way, if you guys been eating a Taco Bell, right? You're a kid with Taco Bell, the whole situation with this one new virus that, uh, we spent 45 minutes this morning, honestly, they were trying to teach me how to pronounce this word, because this is gonna be another one of those moments where you guys question my English as my fifth language and I welcome you to do it. It's gonna be okay. But I'd love to see how you pronounce it. To all the perfect people out there that think they speak perfect English, you go in and say this word. What is it? Cyclosporosis?

• 5:51Speaker 02

  Cyclosporiasis.

• 5:53Speaker 00

  Did I say it correctly or no?

• 5:54Speaker 02

  Poriassis.

• 5:55Speaker 00

  Go ahead, Adam. Go ahead. I'm gonna give you, I'm gonna give you the thumbs up. You got that one. All right, whatever, man. It's, it is what it is. I'm taking Hooked on Phonics and I'm taking other classes, but we're getting there. Eventually we'll, we'll figure this thing out. Then AI data centers, something happened with AI data centers in New York, where they're the first state that's saying the screw, you know, the hell with AI data centers. So what does that really mean? We'll address that. And last but not least, if you're in the military, you're 30 years old and you have low T. There's a guy named Pete Heck said, that wants to increase your T. Okay? He wants to increase your testosterone level, especially if you're in the military. He wants a bunch of jacked, benching, two plates, 20 times type of guy squatting, three plates, big legs, you know?

• 6:36Speaker 02

  Yeah.

• 6:36Speaker 00

  Big arms. He wants those types of guys. So he's kind of like the old school Russian style of, you know, in Russia, most of the military guys, you would look at those Russians, you knew. That was like a picture perfect commercial for, you know, testosterone or sipping it or TRT or any of that stuff. Yeah. And that was just a woman, Tom. You're funny.

• 6:55Speaker 00

  Anyways, with that being said, uh, before we get into the stories, uh, every year we do this one event. It's a very, very special event. Very, very special event. We allow business owners and people to come into our headquarters where we give you a tour and we make introductions for people to do business together. Last year, we did the pre Vault Conference Networking Event. We're doing it again this year at our property. Now I'll let you know how to do it. It'll be June 29th at 6:00 PM to 8:00 PM. Then some of the folks afterwards will go to our private cigar lounge to network with each other, smoke cigars, have drinks, et cetera, et cetera. I want you to watch what happened here last year at our networking event that we did at our property. Go for it.

• 8:05Speaker 00

  There you go.

• 8:06Speaker 02

  There you go.

• 8:07Speaker 00

  Incredible event it was last year. So here's how it works. Anybody that's got a general ticket and a platinum ticket, you're invited. And you'll be networking with each other. Executives, our staff's gonna give you a tour to enter our property. Anybody that has a founder ticket, the great Tom Ellsworth's gonna give you a tour. If you're CEO, I will personally give you a tour, take you to the studio. Behind this, you know, you're gonna see stuff that nobody sees. The executive floor, our engineers, tech room, all of it. New things that we're building. You'll get a glimpse of all that stuff that's taking place. So one, if you bought the tickets, just simply go to the link below and register. It's very easy. There's a QR code for you to go out there and register and verify that you have bought a ticket. They'll know. Number two, if you've not bought a ticket and you

• 8:52Speaker 00

  want to be a part of this, a lot of deals get done. It's networking pre the Vault Conference. It's our Super Bowl that we do every year at MGM Grand Arena, August 31st through September 3rd, where we go through this 296-page manual together over a four-day period. So if you haven't yet bought a ticket, like, man, I gotta go, I gotta go, I gotta go. Go to Vault2026.com. Get yourself a ticket. Worst case scenario, coming as a general to network with others. It'll be a great event. Two hours of meeting a lot of great people to do business with. You are one contact, one relationship away from changing your life. And for those guys that are going to the Vault Conference, Jerry Rice, Joe Montana, Logan Paul, Dan Martel, Stephen Barlett from the Dire CEO. And we can't wait to see you guys there. June 29th, 6:00 PM. Make sure you get yourself a ticket or go register at

• 9:36Speaker 00

  the link below. With that being said, let's get right into it. First story I want to get into is Amy Coney Barrett. Amy Coney Barrett tells the world that she's been getting threats and the world sympathizes. A lot of conservatives do. It's not an easy job to be Supreme Court Justice, especially when you have to vote a certain way. But this report comes out, this tweet, if you want to first show the numbers, then we'll go to the clip. And then I want you to see what other Supreme Court Justice said when they were trying to scare the crap out of him and saying, even if it kills me, I'm not letting you guys do this on the face of a previous president, Joe Biden, in the video. I want you to watch this. Let me read it to you. Amy Coney Barrett's record.

• 10:13Speaker 00

  Tells a troubling story, okay? If you can zoom in a little bit to the right. Before Dobbs, she voted with conservative position in 81% of unanimous cases. Since then, that number was dropped sharply into the 50 to 60% range. A lot of people say, why? Including on major cases involving birthright citizenship. You know what birthright citizenship? It's stuff that liberals would even agree with. So, birthright citizenship and election procedures. You know, the whole voter ID stuff that was going through as well? And administrative power where she has sided with Chief Justice Roberts and the liberals. The Dobbs leak triggered violent threats and protests aimed directly at Supreme Court justices.

• 10:58Speaker 00

  If the threat of violence or intimidation can move a justice, vote on fundamental issues. We have a constitutional crisis on our hands, and I agree with this tweet. Judicial independence is not optional. It is the foundation of the rule of law. When justice appears, to bend under pressure, public trust collapses, and the entire system is at risk. Can I give a respect to this tweet of this person? Can you go to the name of the person so I can give him a shout out? I just want to make sure the right person, Roscoe, Roscoe Smith. Is that the sixth? I think it's Roscoe Smith, the fourth? Can you go back to the tweet, please? So, as you go and you go through this, this cannot be allowed to stand, etc., etc. Look at the left. You look at the left, it's how the votes were, 81%.

• 11:42Speaker 00

  Then it drops to 59, 57, and 50. And then this video comes out where she's talking about the threats she got. That one time, she had to go home with a vest on. Not this one. It's the other one where she does the Fox interview. If you don't have it, I think if you go below that, you should find it. When you see this clip of her, when she's out there, if you just, do you have it? Or you want to go, no, not this one. There's one of her being interviewed on Fox, Amy Coney Barrett, where she's being interviewed on Fox, and she's explaining the threats that she got. And by the way, all you have to do is, here, let me just send it to you from here. If you don't have it, I just send it to you if you want to pull it up. Okay?

• 12:26Speaker 00

  She explains how it's scary for her. She explains how she had to go, there you go. She explains how she had to go to her family and her son. Watch this. This is tough, folks. I'm totally sympathizing with her in that she's gone through this. Watch this.

• 12:39Speaker 03

  So, I thought I would just share a little bit about how the threats have affected me and my family personally. They have required me to, my children, to think about and see things that children should not have to see or think about. One example is when threats to my life were particularly intense a few years ago, around the time of the Dobbs leak. My security detail sent me home with a bulletproof vest, and I carried it into my house, put it into my bedroom, dropped it down on a table, turned around, and my 12-year-old son was standing in the doorway of my bedroom, and he wanted to know what it was and why I had it. And I didn't know how to respond because maybe I lack imagination, but I didn't expect that performing this service was going to put me in the position of explaining to my

• 13:24Speaker 03

  children what a bulletproof vest was and why I had to wear one. It's also been reported in the news that roughly six weeks ago, I was the victim of a swatting incident. At that point, my teenage son, one of my teenage sons, opened the door to go out with friends and saw in our street, it was full of police cars, who had responded to a false report of gunshots and raised voices in my home. I was very, very grateful that I had Supreme Court police outside my home because they were able to stop and meet with and explain to the county police that it had been a false alarm, and so the police did not actually attempt to enter our home.

• 14:05Speaker 00

  You can pause it right there. So, by the way, devastating. This should not be happening. Nobody should have to go through this, especially Amy, who is only in her early 50s. You can tell she's very young, and she's got seven kids. Her and her husband have seven kids together, starting from 25 to 22, 18, 15, 13, and 12. I believe they have seven kids. If I'm not mistaken, it's six or seven kids. Big family. This shouldn't happen. However, don't take the job. Don't take the job because watch what happened when they tried to push another guy for the same job, and look how he reacted. Look at the difference. Go for it.

• 14:39Speaker 04

  I'd rather die than withdraw.

• 14:41Speaker 00

  Look at Joe Biden, how he looks at him.

• 14:43Speaker 04

  If they're gonna kill me, they're gonna kill me.

• 14:48Speaker 00

  Just watch this. Wait for it.

• 14:51Speaker 05

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• 17:04Speaker 04

  So, you'd still like to serve on the Supreme Court? I'd rather die than withdraw from the process.

• 17:09Speaker 00

  I don't like bullies. Listen. Say it. Look at Biden.

• 17:15Speaker 04

  Not for the purpose of serving on the Supreme Court, but for the purpose of not being driven out of this process.

• 17:23Speaker 00

  Wait for it.

• 17:25Speaker 04

  I would not be scared. I don't like bullies.

• 17:28Speaker 00

  Bingo.

• 17:29Speaker 04

  I've never run from bullies. I never cry uncle, and I'm not gonna cry uncle today, whether I want to be on the Supreme Court or not.

• 17:38Speaker 00

  So, I thought. I love him. So, you see the difference there? So, here's the thing. So, one could sit there and say, well, why don't you sympathize with her? We do, but this is a very, very important job. If you want to go to my Twitter account, what I said about it, I mean, I'll just pull it up here on what I have, is if this job comes with threats, this job is risky, this job has a lot of pressure, this job isn't for everybody, but if you're scared for your life, then quit. My suggestion, Amy Coney Barrett should resign and step out of the way. You should. And by the way, we shouldn't judge her for it. It shouldn't be like, she's a quitter, she's...

• 18:23Speaker 00

  No, no. If you realize, you're in a, I had a guy one time, he told me this, and I'll come to you guys because I want to hear your thoughts. And to me, this is the most important story. You know why this is the most important story? What have we learned the last six years? Who has all the power in America? Supreme Court. There is no story bigger than this, in my opinion. If all of a sudden they scared the crap out of you, go from 81% conservative to 50%, step the hell out of the way. Yep. One time a guy who was on my board, he said to me, he says, Pat, I can't do these board meetings anymore. I said, why not? He says, because I'm getting anxiety. I said, really? He says, I'm, I'm not even comfortable presenting in front of the board. It makes me really nervous. I said, no problem. Let's have a meeting. I said, which, which part of it? And we had a cordial conversation, one of the best employees I've ever had in my life, by the way.

• 19:08Speaker 00

  Phenomenon, one of the best employees I've ever had in my life. But we sat down, we had a conversation, we removed the responsibility, gave it to somebody else. And he crushed the responsibilities that were left with him.

• 19:18Speaker 00

  That's okay. It's okay if Amy Coney Barrett says this is too much pressure. Resign. But if you're gonna vote in a different way because they're scaring you, you're impacting the people who this is going to affect for the next few decades. Few decades. Few decades. Yesterday, Rogan and Vance were speaking, and one of the things that came up was that Rogan said, it's almost as if Democrats want to be able to cheat. Cause who has a hard time giving IDs out? Joe was saying this, very common sense conversation with Vance. And he says, you know, even during, what do you call it? Covid, they wanted me to have a vaccine card, ID card. I think he's saying something like that. What's the big deal?

• 20:01Speaker 00

  These are the types of things that Amy Coney Barrett impacts? I'm sorry, I, I have a very hard time. Call me black and white, whatever you want to call me, this job's not for everybody. Get a Josh Hawley in there.

• 20:14Speaker 00

  Get, get, get a Cruz in there. Get a, who's the guy I like the most? Trey Gowdy, get a Trey Gowdy in there. Get, get some of these guys in there. Who, by the way, if Trey says, I don't want to do, cause I talked to Trey once, too much pressure, don't do it. But get somebody in there that wants the job and knows the threats that comes with it. I'll pause, I've been going on rant for a while. Tom, your thoughts on this?

• 20:32Speaker 01

  Well, first, I got some facts for people.

• 20:35Speaker 01

  Threats against senators, congressmen, and Supreme Court justices. Apparently, the FBI investigates twenty-some threats that may be credible threats a week. In other words, lunatic sends an email, or they intercept something. But nothing comes of it. The person was just blowing off steam, make some comments. That, that seems pretty regular. Do you know how many actual assassination attempts against Supreme Court justices there have been? Three. The first happened in 1889, and it was Supreme Court Justice Stephen Field. He was tracked and being stalked, and so he hired a security guard.

• 21:15Speaker 01

  And at a train station in California, he was attacked by the stalker and the security guard, 1889, with a Colt 45, shot him dead. It was a bona fide assassination attempt. The next one would happen a hundred years later. Harry Blackmun. Who's Harry Blackmun? The author of Roe v. Wade. In 1985, a bullet was fired through a window of his house from an assailant outside that fled, but it was a bona fide assassination attempt. Apparently, the guy was trying to follow the shadow of him. You know, even if you have the curtains pulled, Pat, they can see your shadow walking. He was, he was trying to make the hit. So it wasn't just a drive-by, it was a bona fide attempt. And he was the Roe v. Wade author.

• 22:00Speaker 01

  You know when the next one happened? 2022. It was Brett Kavanaugh. Brett Kavanaugh, Nick Rosky, traveled from California, had a Glock, pepper spray, map of Kavanaugh's house, overview of a police detail, zip ties. So he was ready to do it. Apparently, he had a mental breakdown, and he called 911 on himself, Pat. So, thank goodness, whatever happened there. Now, Dobbs leak happened in early 2022, before the Kavanaugh. This guy was triggered by Dobbs and went to Kavanaugh's house. And Amy Coney Barrett, when was she confirmed? October of 2020. Remember, remember what went down with that?

• 22:45Speaker 01

  Is that Trump, 45, got her done just two weeks before the election. And it resolved the controversy for the Senate, but the Senate got her done 2020 for the election. Why do I bring this up? She knew she was coming into a really hot time. And a really intense time, not only for America, but to be on the Supreme Court. And then to see what's happened with Kavanaugh, that was a bona fide threat. That could have gone very, very badly. And I agree with you. Look, if the situation is just so intense right now, and there is no shame in saying,

• 23:27Speaker 01

  I can't put my, and by the way, imagine her with all those children. How do I get security for every school, every date, every athletic event they go to, to protect all of my children and my family? And it may just be something that she says, I can't do it. But what's interesting, we're entering into a time now, thanks to Dobbs and other things, we've only had three of those full attempts on record, and one, the bodyguard, 1889, shot the guy. But we live in a different world now.

• 23:56Speaker 00

  Vinny?

• 23:57Speaker 02

  And, and mother, she's the only female SCOTUS, correct? All the ones, Katanji Brown and all the other ones, they're all left, they're all Democrats, correct?

• 24:04Speaker 01

  Oh, yeah, she's the only conservative female.

• 24:06Speaker 02

  So she's the only one, and it's like, and it's sad, but I mean,

• 24:09Speaker 01

  There was Sandra Day O'Connor.

• 24:10Speaker 02

  And Tom, how many times, how, I, I've been on this podcast, Pat, for what, four years now? It, is it just me? I'm not saying the other side, the Republican conservative side, isn't violent. There's crazy people everywhere. But when it comes to this type of stuff, it's as if it's only coming from one side. The Supreme Court exists for what?

• 24:30Speaker 01

  It's not as if. Keep on your thought, but I gotta interrupt you and say, it's not as if, it is.

• 24:35Speaker 02

  Okay, thank you, Tom. It's, what's its job, Tom, Supreme Court? Uphold the Constitution, not to bend to intimidation, okay? If a violent threat could change the way that you're deciding rules, Pat, then the mob has the power of the law, and that cannot freaking happen. That's why I love that you said, with all due respect, you can't take the heat, you have to get out of the kitchen. And I feel so bad for, you think, you think we're happy that her 12-year-old has to sit there and go, hey, what's that? And she's like, oh, it's a bulletproof vest, because they want to kill mommy. Okay, but if fear's influencing your judgment, you have no business to be in the highest court in the country. You made a great point, I think it was like two weeks ago, Pat, where you're like, at the end of the day, with all the noise and all the fluff, when it comes down to these people, they're making the decisions.

• 25:17Speaker 02

  And when it comes to the serious ones, they're kind of leaning towards the, the right decision. With the decisions, Tom, are six, you know, six-three or whatever, whatever the number is. But we cannot let these people win. And how many times, Tom? Every time we're trying to do something to help the country, interfering with the ICE agents, murdering of Charlie Kirk, God rest his soul, even on their own side. Remember Melissa Hortman? She tried to vote against giving illegals healthcare. They shot and killed her at her house. And who's doing it? You think a Republican did it? No, it's people of, of the same freaking party, Pat. So if that kind of behavior succeeds in changing Supreme Court decisions, then the rule of law is under attack. And we have, we can't, we can't do it, and I'm sorry.

• 25:57Speaker 01

  And the Senate election is more important than ever.

• 25:59Speaker 02

  Put DeSantis, get a DeSantis in there.

• 26:01Speaker 00

  This job is a risky job.

• 26:02Speaker 02

  Yeah.

• 26:03Speaker 00

  This is not for everybody. I fully understand Amy. I get it. If she was my wife, I would say, babe, hey, if you're going and kids are not safe, and this is what's happening, hey, let's figure something out. So, Adam, your thoughts?

• 26:18Speaker 11

  Well, PBD, I think it's actually a very important discussion. We don't really talk about the Supreme Court all that often. Trump gets all the media attention, Iran, everything that's going on. But I think you bring up a very interesting conversation. So, I, we may be respectfully being a little unfair to her. Because if you look at her voting record, she's actually pretty damn conservative. I mean, the way that it goes, Tom kind of broke it down. There's nine justices at the Supreme Court. You have the conservative wing and the liberal wing. The conservatives by far are Clarence Thomas, he's like 10 out of 10 conservative. And then you got Alito, who's like right behind him. Interestingly enough, the next conservative, if you, if you look at their voting record, goes Gorsuch,

• 27:00Speaker 11

  then Amy Coney Barrett, then Kavanaugh, having a beer with him would be fun. Then, what they call like center-right, Judge, Justice Roberts. And then, center-right, then you have this huge wide gap between the three female liberal judges, Elena Kagan, Katanji Brown Jackson, sorry, Ms. Jackson, and Sotomayor, who's like the most liberal Obama inductee ever. But here's what I see. I see six conservatives, legit, some are center-right, and three liberals. I understand this is a tough job. And, you know, PBD, you always say, what's the number one job of a mom? A mama bear? Safety and security of her kids.

• 27:44Speaker 11

  If she feels threatened for her kids, maybe she could consider stepping down. But as far as what she's done for the country, as far as her voting rights, abortion, affirmative action, Second Amendment, religious liberties, parents not transing their kids, she's been pretty damn conservative, so I'll tip my cap to her on that.

• 28:00Speaker 02

  But the Dobbs, Pat, the Dobbs decision though was Roe v. Wade.

• 28:03Speaker 00

  I think, I think Adam missed the first three minutes of the, the clip that we had. Where the main analysis is how it changed. So maybe you went on chat, GPT, and said, who's the most conservative? After Dobbs, it changed. Guy, after Dobbs, it changed. Dobbs was what year? Did you see the dates? So she may have been very conservative pre.

• 28:28Speaker 02

  Nope.

• 28:29Speaker 00

  After Dobbs, June 2022, she got in October of 20. After that, she dropped off. So, you know, if, if, if that, when you see numbers like that happen because of an event that takes place, I'm gonna sit there and have serious conversations with you. And see, and by the way, how often has a Supreme Court Justice stepped down, stepped down and resigned? How many times has that happened in the past where they just, and not, not because of anything controversial, for family reasons, for non-controversial reasons? How many times have Supreme Court justices resigned for non-controversial reasons?

• 29:06Speaker 02

  Yeah, normally it's just age, right?

• 29:07Speaker 00

  I don't know if it's happened or not, but guess what? This may be a good time for us to consider this. Okay, there's been 116 different people that have served the Supreme Court. 107 are no longer serving, 109, which make nine. So if you mean true resignations, not retirement, zoom in a little bit. John Jay, well, that's a long time ago, 1795.

• 29:30Speaker 01

  Yeah.

• 29:30Speaker 00

  Oliver Ellsworth.

• 29:31Speaker 01

  Tom's, Tom's, Tom's great, great uncle.

• 29:33Speaker 00

  Surprise.

• 29:34Speaker 01

  Chief Justice.

• 29:35Speaker 11

  Wow, Tom, your great-grandfather.

• 29:37Speaker 00

  Charles Evan Hughes, 1916, to run for president. Abe Fordus, 1969, amid ethics controversy, I'm not looking for that. So the short answer is, most left through retirement, genuine resignations are uncommon. Well, let this be the first one. Let this be the first one. Or get hardcore security and go back to the way you truly vote, not letting the other people scare the crap out of you. Where, you know, when it comes down to, Birthright citizenship, it's that complicated of an issue for you to vote against for. That's not, you know, or, you know, voter ID or other things. Anyway, so to me, the biggest concern with the story is her way of voting changed after Dobbs.

• 30:21Speaker 00

  Because the threats that she got. And that cannot happen. You can't have something like that happen. Adam.

• 30:27Speaker 11

  I hear you loud and clear. Yes, I did hear the first three minutes, sir. I'm just asking a simple question. You know, they say like correlation doesn't necessarily mean causation. Did it actually change after that? Or did the cases change?

• 30:39Speaker 00

  I just showed you the numbers.

• 30:41Speaker 11

  What's that?

• 30:42Speaker 00

  I just showed you the numbers right there.

• 30:44Speaker 11

  No, meaning, did the cases change to the point where she's like, because, look, here's what I know. And this is not the hill I'm gonna die on, I promise you this. Her mentor is who? Anton Scalia. Very conservative guy. What they basically say about this lady, this conservative justice, is that she's reliably, reliably conservative, but she's unpredictable. They actually want that in a justice where they're not just voting across party lines.

• 31:08Speaker 00

  I don't have a problem with unpredictability. Is it fair to say that the Dobbs decision was the most controversial decision we had the last 20 years?

• 31:15Speaker 11

  The last 50 years.

• 31:17Speaker 00

  Is it fair to say, so, so how many people were furious over the Dobbs decision? A lot of people. Well, guess what? Scared the crap, maybe it scared the crap out of her. You know, and then you're laying in bed at night with your husband saying, babe, I don't know if this is that worth it. You know, maybe let's pump the brakes a little bit. Maybe let's, it's not worth to have the risk for the kids. You don't think those types of conversations happen at night when you're laying next to your wife and your husband like, hey, oh, let's change it? You don't think they're doing it? Of course that conversation took place.

• 31:46Speaker 11

  Hundred percent.

• 31:46Speaker 00

  Of course it did.

• 31:47Speaker 01

  Do you think?

• 31:48Speaker 11

  And they're at home talking about Kavanaugh. How was work today?

• 31:51Speaker 00

  Yeah.

• 31:51Speaker 11

  Brett Kavanaugh, a guy was at his house. He was armed. He had everything he had.

• 31:54Speaker 00

  His job sucks. Don't take the job. It sucks. Oh my God. You know, the president got, there was assassination attempt on him. He's the freaking president. Oh my God, you know, such and such. They tried to foul him. Hey, did you see the Detroit Pistons try to hurt Michael Jordan? Yes, don't come through the middle. Oh my God, that's, that's just not, yeah. It kind of what happens when you get that, that kind of a, so, yeah, to me, I'm just, I'm, I, I, I think, I think it's something that she ought to consider and, and move on and have her life. Where I'm at with this. Okay, let's go to the next story.

• 32:28Speaker 11

  The Senate is vital in November.

• 32:29Speaker 00

  Next story. Tonight, Trump's speech. A lot of people are saying, what's the guy gonna be talking about? You know, what's he gonna be saying? All of a sudden, he's giving a speech on Thursday. Yesterday, he puts a tweet out about Iran released a girl that was a hostage is over here now. And he says, hey, this was a good move. This was under Biden, but now it's this. And then they bombed him. There's attacks, all this stuff that's going on. So what is the speech gonna be about? Well, apparently the speech is, yeah, right there, Iran has allowed an American citizen who was wrongfully detained in December of 2024, for the president of sleepy Joe Biden to leave the country. She is now safely outside of Iran and is in good condition. The United States of America appreciates this gesture of goodwill from Iran. Okay. So where's that going with? Let me, let me read this to you so we kind of have an idea.

• 33:10Speaker 00

  So, Trump is to address Iran. Wait, do you guys see my glasses are? And here, here we go. Trump to address Iran election integrity in primetime speech tonight. This is an Axios story. President Trump primetime speech Thursday night from the White House is slated to include election integrity, an update on Iran, whether, whatever else he seems important to him. A senior advisor to tell Axios, it will be a potpourri, the dough ever available to reporters. Trump hasn't given many primetime direct to camera speeches from the White House. He wants to do more of them. The advisor said Trump announced on Truth Social on Monday that he plans to give a speech

• 33:53Speaker 00

  to the nation on Thursday at 9:00 PM Eastern Standard Time. The specifics beyond that were in the White House and the expect topics are less certain, but two issues are on top of mind. Iran election integrity. Tom, what do you know about the speech tonight?

• 34:06Speaker 01

  So, this wasn't leaked. The White House wants to make sure that people know that those are going to be the two core things. And they're trying to get out in front of all the armchair quarterbacking, which I think is smart. I think it's smart for the president to let a reliable news outlet, you know, know that the general outline of what he's going, because you want, you know, Americans to tune in. What's he gonna talk? I'm talking about Iran. I'm talking about election integrity. And I think what's, what's really coming up here is also is to talk, if he's gonna talk about election integrity, he's got to talk about what everybody has been talking about the last week. Even people that are moderate and not necessarily

• 34:49Speaker 01

  a full conservative have been on CNBC talking about, now we know this was an absolute fraud. What do you networks say about it? Chamath was on saying that on CNBC, calling the networks out. So I think this is, this is good news to hear. It makes me want to tune in and hear what my president has to say about election integrity, about November. How are we gonna keep November lined up? And then also we hear about Georgia, that maybe Ossoff and Warnock, maybe they were, maybe they weren't. Maybe there's some oddities. I'm gonna call them oddities so we don't get a letter that were in the electoral system there. And maybe they would have won, maybe they wouldn't, who knows? But Georgia, a little iffy. I love the fact he's gonna be talking about it, but overall,

• 35:34Speaker 01

  I want him to be talking about somewhere in this is not only talk about Iran and not only talk about the election, but also talk about affordability. I want to see that.

• 35:43Speaker 00

  Interesting you're saying that because Ossoff says Trump has Georgia election obsession. He said Trump fears losing the midterms and will reheat debunked election conspiracy theories to deny his 2020 defeat and attack voting rights. He argued that renewed fraud claims would force Collins to embrace theories that have performed poorly in general election. Trump's obsession with Georgia election revealed his fury that black voters were instrumental to his defeat, Ossoff said, while seeking support for voter protection and an FBI investigation in Fulton County is ongoing. A judge recently rejected a Justice Department subpoena seeking extensive personal information about thousands of Fulton County election workers and volunteers, calling it a staggering overreach. A judge said the statute of limitations has expired and a request covered

• 36:25Speaker 00

  and unjustifiably broad, period. Adam, your thoughts on this?

• 36:30Speaker 11

  So, the, the speech is gonna be tonight, correct?

• 36:32Speaker 01

  9:00 PM.

• 36:33Speaker 11

  Okay, so we don't know exactly what he's gonna say. But you know the one thing that I, I find interesting? We talk about Iran, we talk about the United States. You know who we don't often talk about the most? Are Iran's neighbors. So we often hear about, you know, Israel, US versus Iran. Here's what I think Trump is doing. I think he's basically saying, hey, guys, Oman, UAE, Bahrain, Kuwait, Saudi, Lebanon, Syria, all these countries, it says, you gotta pick a side at this point, guys. Because, you know, they say clean up your neighborhood, clean up your house before you start telling other people what to do. This neighborhood has basically been abducted by Iran's radical philosophy. And what Trump has done is made all these Middle Eastern Arab countries pick a side.

• 37:18Speaker 11

  So what have we seen conclusively? We've seen countries like the UAE aligned fully with America and almost Israel. They signed the Abraham Accords. Bahrain, Jordan, Kuwait, Saudi even. My opinion is some of these countries are gonna recognize Israel is actually not the bad guy. Iran is the bad guy. We should really, really consider signing the Abraham Accords. And let's do everything in our power to basically snuff out Iran, the easy way or the hard way. But at the end of the day, Iran's gotta go, the IRGC's gotta go, and the Middle Eastern countries gotta step up in order to do it.

• 37:52Speaker 00

  Benny?

• 37:52Speaker 02

  Listen, I, if my opinion, Pat, there's, there's no reason that he, because they've reported, the CIA is gonna be there, Ratcliffe is gonna be there, FBI, ODNI, DHS. This isn't gonna be some rinky dink, you know, ah, it's a speech about, me and Tom talked about this yesterday, Pat. I think it's gonna be serious. And you know it's serious when people like AOC and the left don't want it to come out. This, they have an ethical obligation, the networks, not to air his speech, so they know what's coming, okay? And if I had to guess, and this is my opinion, Pat, the allegations are gonna be about China and their involvement. Tom, you mentioned Warnock and Ossoff, and I've been saying this for years, and I know I've been saying it on this podcast. I believe, my opinion, that China is our enemy. They're not our adversary, they're our enemy.

• 38:36Speaker 02

  And I think the deep state with them, you want to talk about collusion? I think COVID wasn't by accident. It was released on purpose, Pat, because of the attitude that Trump had towards China with the trade, with the tariffs. And all of a sudden, in an election year, Tommy, a freaking virus comes out of a lab that Fauci, who got a freaking blanket 10-year pardon, comes out and nobody gets in trouble for it. I think that's what's gonna happen, Pat. And I think it's gonna be tied to somewhat with the SAVE Act, because let's just be honest. The left cheats. And if they're not gonna win, that's why the SAVE Act is not getting passed. They don't want to have any ideas for any voters, Pat. And guess what? If they don't like you, they will threaten you, they will try to assassinate you. Look at Trump and look at even our Supreme Court justices, we just had that conversation. They will threaten you and try to scare you into voting and helping them out.

• 39:21Speaker 00

  Yeah, I, I agree. I agree. I think.

• 39:23Speaker 11

  Can I ask you a question, Pat?

• 39:24Speaker 00

  Go for it.

• 39:25Speaker 11

  I'm sorry, were you about to say something?

• 39:26Speaker 00

  I was just gonna show what AOC said here. If you want to play this clip, AOC on Trump and Adam, I'll come to you. Go for it. Watch this, folks.

• 39:32Speaker 04

  Speech, speech, you know, he's, he's basically doing made for TV podcasts about election.

• 39:40Speaker 05

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• 41:53Speaker 12

  I don't think that we should be contributing to any platforming of, uh, of lies about our election. And so I think that, you know, I mean, many of, of...

• 42:10Speaker 02

  She's so smart.

• 42:11Speaker 12

  Many news outlets oftentimes may receive transcripts. And I think that we have an ethical obligation to not air things that undermine our election that are not rooted in evidence.

• 42:24Speaker 02

  Pat, did you hear how, by the way, did you guys notice, Adam, not to cut you off really fast? The bias in the question.

• 42:29Speaker 00

  But that's Midas touch.

• 42:30Speaker 02

  Yes, Midas touch, exactly. But it's like, they're leading her, like, all the conspiracy and everything. She's obviously, they're giving her a softball that she couldn't even hit. She's bumbling even as an answer.

• 42:40Speaker 00

  Adam.

• 42:41Speaker 01

  Yeah, I agree with Vinnie on that. I want AOC to talk publicly way more often. I don't hear enough from her. Because the more that she talks, she just exposes herself. I want the DSA out there advocating, trying to rip up the Constitution.

• 42:52Speaker 00

  She'll be her candidate.

• 42:53Speaker 01

  So people with common sense will say, oh, these people, these... Let's see. I hope she is. I swear that. But PBD, I could be wrong on this. Why is Trump continuing to go back to the Georgia election fraud situation? There may be something there. I'm not saying there's not. But do you think that's a winning message while they're going into midterms? Do you think that's what the average voter cares about at this point? Well, you know, they say he's playing 3D chess. What do you think Trump is doing on this?

• 43:20Speaker 00

  Well, I mean, you have to realize, he got one of the big things that they wanted to pass that didn't pass, and it was voter ID. And yesterday, J.D. Vance is on Rogan, and one of the main topics is what? Voter ID.

• 43:31Speaker 01

  Yes.

• 43:32Speaker 00

  And so why are they talking about voter ID? Why is that coming? Here's a clip if you want to play it. Watch this.

• 43:38Speaker 02

  And I think they cheat. And I think they've been doing it forever. And I don't think there's any other reason why you would have no voter ID. And they try to say, oh, it's racist to have voter ID. Like, what are you talking about? Do you think other races are incapable of going to the DMV? That's insane.

• 43:55Speaker 00

  Yeah, it's, it's...

• 43:55Speaker 02

  That's racist.

• 43:56Speaker 00

  It's actually super racist.

• 43:58Speaker 02

  That's really racist.

• 43:59Speaker 13

  The implication of their argument is literally like blacks and Hispanics cannot go to the DMV to get an ID. By the way, if you look at the polling, black Americans are as pro-voter ID, even though, you know, most black Americans vote Democrat, they're still pro-voter ID as much as white Americans.

• 44:13Speaker 00

  They have integrity.

• 44:13Speaker 02

  Yeah.

• 44:14Speaker 00

  So you're asking the question, why is he going back to Georgia? Uh, so go to the, you know, seven states that are gonna matter, right? Go to what happened with Ossoff being somebody that potentially could be a candidate on the left. You keep hearing about this guy named Ossoff, who's a rising star. That name is coming up all the flipping time. This guy's a sequencing guy. He's not doing this for the hell of it. Voter ID didn't go through. Midterms are around the corner. And if they have something, well, then show it. Show it if they have something. If they have something, show it. But if they keep going to it without being able to show anything, it's gonna be, it's gonna backfire on them. So maybe they have something today because one of the things they're talking about is an executive decision

• 44:59Speaker 00

  that he may be making tonight that he's announcing. And no one really fully knows what that's gonna be about.

• 45:03Speaker 02

  And Pat, just, and Adam, why it's so important? Republican Georgia, you know why it's so significant? In 2020, the margin was 12,000 votes. Like, that's not something small. And if you look back, bro, they were covering up the voting thing. They didn't want people to look at the voters, all the late-night drops. And by the way, going back to COVID, COVID was just a mail-in ballot freaking scam. It's like, dude, it's very, very important. And I know, and again, I saw the parts of the podcast with Joe. He's right. They're cheating, bro. If you don't want people to see you voting, I mean, counting the votes, you're hiding something. You're cheating. If you don't want to check people's ID and you had an open border for four years, give me another excuse. Give me something that's not cheating. Like, bring in 8 million people, and then how, it's illegal to ask for their IDs.

• 45:48Speaker 00

  So Adam.

• 45:49Speaker 02

  It's simple.

• 45:49Speaker 00

  For me?

• 45:50Speaker 01

  Yes, sir.

• 45:50Speaker 00

  For me, voter ID is a top-three issue.

• 45:53Speaker 01

  Oh, I agree with you on that.

• 45:54Speaker 00

  Voter ID is a top-three issue. So for him, he has to keep that in there lingering for that to eventually click. If I asked you eight years ago, you think Dobbs is ever gonna pass and change? I'm willing to bet 80% would say, hell, no. Guess what? He pulled that off. Not easy. Amy Coney Barrett was a part of that. And now he has to create a little bit more pressure for people to say, you know, I think something could happen with that. By the way, based on Kalshi, uh, here's what Kalshi has on what he's gonna be talking about tonight. It's $723,000. If you haven't placed a position here, you may want to go on Kalshi and take a look at this and create an account. But, uh, what is at the top? At the top, it's what? What's the blue?

• 46:38Speaker 00

  Uh, uh, elections, 97% chance he's gonna talk about election. Save America Act, makes sense to me. Democrats, Chinese, China, Biden, deal, settle, nuclear, oil, communist, communism, Venezuela. Hottest, oh, these are words that he's gonna be using the most. That is so funny.

• 46:56Speaker 02

  The hottest country in the world.

• 46:59Speaker 00

  Huge is not on there? Alien, block it. I'm surprised Huge didn't make it. I'm surprised Huge didn't make it. Um, Adam, did you have a follow-up or?

• 47:07Speaker 01

  No, I just, number one, you answered my question. Because I think what you're saying is it's a means to an end. It's really not about the Georgia thing.

• 47:13Speaker 00

  No, it's not.

• 47:14Speaker 01

  It's, hey, the Georgia opens the window to talking about the save.

• 47:17Speaker 00

  I think so. I think so. Yeah, it's a good question you're asking. And I think I would do that. If I'm in a position like that, I'm gonna be like, guys, no, no, this story can't go away. No, no, keep it in there. Keep it in there. Keep, keep the mouthpieces debating this and arguing this. Let's keep that story going. That's what I think. Let's go to the next one. Next one I'm gonna get into is, OpenAI allegedly stole from Apple. And they're calling this industrial espionage. That was the word that Tom was using. He's like, Pat, this is industrials espionage. And so it's a very big story. Let me, I'll go through the addendum first, and I'll go to the other one. Uh, I think page 24, is that the one?

• 48:00Speaker 00

  Tom, what page do you have it on, on this story? This is a massive, massive story.

• 48:04Speaker 01

  Main 10 is where it starts.

• 48:06Speaker 00

  For you, it's main 10? Uh, see, I don't have it on my main 10. Can I get your notes? Mine doesn't say main 10. So I went to main 10, and I don't have it. Uh, which one do you have as main 10? Okay, let me read this to you. Apple sues OpenAI alleging trade secret theft, says scheme was at every level. CNBC story. Apple on Friday sued OpenAI in federal court in Norton, California, alleging trade secret theft, saying that the artificial intelligence lab took the iPhone's marker, intellectual property, in order to develop its own consumer hardware. This much is clear. However, at every level, from members of its technical staff to its chief trade secrets and confidential information, the company said in a legal filing,

• 48:49Speaker 00

  it's a shocking reversal for the two companies, which entered into a high-profile partnership in 2024 when ChatGPT was integrated into the iPhone's operating system. OpenAI CEO Sam Altman visited Apple's headquarters for the announcement, but relations between the two companies have chilled since OpenAI announced plans to enter the hardware industry last year when it bought former Apple designer John Ive startup called I O Product for $6.4 billion. Apple's updated version of its Sirius system, which is coming out this fall, is based on Google's Gemini models instead of ChatGPT. Most of Apple's allegations involve former employees who have interviewed, who with or joined OpenAI. Apple alleges that OpenAI's chief hardware officer, Tang Tan,

• 49:33Speaker 00

  who is a former Apple vice president, has directed Apple employees interviewing at OpenAI to share Apple's secrets as part of the interviewing process. What? He has directed job candidates still working at Apple to bring actual parts from Apple to their interviews for show-and-tell sessions in which he and his team at OpenAI can elicit still more Apple confidential information, Apple said in the filing. That is insane. Tom, your thoughts on the story?

• 50:00Speaker 01

  So this is, this is gonna get really, really big. And the question is gonna be, who's got the biggest lobbyist or the biggest, um, proxy, um, balls with the Department of Justice and the Department of, and the Federal Trade Commission? I'll tell you why. So on one hand, they're saying, oh, no, no, no, in an interview, like I'm interviewing you, Pat.

• 50:21Speaker 00

  Yep.

• 50:22Speaker 01

  Hey, Pat, um, you know, you worked at Apple. Tell me about some of the projects you worked on. Uh, did you really work on it? Were you involved? Are you some...

• 50:29Speaker 00

  Those are fine questions.

• 50:31Speaker 01

  Yes, right. On your resume here, it says you directed the project. Did you direct it?

• 50:35Speaker 00

  I did.

• 50:35Speaker 01

  Or were you just involved?

• 50:36Speaker 00

  I was, I directed the project.

• 50:38Speaker 01

  These are standard interview, right? You're sorting it out. Because, you know, Vinnie, some people say they did more than they did.

• 50:43Speaker 00

  Of course.

• 50:43Speaker 01

  Well, the line gets crossed is, uh, do you have any schematics or anything? And the allegations are, people were encouraged to come to the meeting with printouts or other schematics or things to talk about what they did. And then all of a sudden, OpenAI allegedly had, suddenly you're in an interview with 10 people.

• 51:02Speaker 00

  Oh, wow.

• 51:03Speaker 01

  Supposedly. So if that's what happened, that's bad. What's even worse is there are allegations of documentation that they said, hey, uh, Vinnie, Pat, you know, when you leave Apple, the following three things are gonna happen on your laptop with the security team. If you do this, this, and this, you can evade the security detection if you wanna, you know, bring any of that with you. Here's what's dangerous about this. What kind of salaries that we've been hearing about top hires in Silicon Valley? We've been talking about that.

• 51:32Speaker 00

  Ridiculous.

• 51:33Speaker 01

  Ridiculous.

• 51:33Speaker 00

  Dana White in an interview the other day said, he sits on a board of Meta. He says, Mark Zuckerberg is the biggest badass I met in my life. Dana said in an interview, he paid four engineers a $65 million a year salary.

• 51:45Speaker 01

  What?

• 51:46Speaker 00

  Did you hear what I just said?

• 51:47Speaker 01

  Four?

• 51:48Speaker 00

  Okay, can you find this clip? Meta says four employees, that's the one right there. Play that clip? Can you make, watch this, folks?

• 51:56Speaker 01

  No, no sound.

• 51:57Speaker 14

  I just got back from the Meta board meeting. Zuckerberg, who is a brilliant gangster, this guy.

• 52:04Speaker 01

  Yes, sir.

• 52:05Speaker 14

  Gangster. These people who, who, who try to talk about him and everything else. I'm so blown away and impressed by this guy. He's an animal. And, uh, putting all the chips in on AI. We just hired like ten kids that are aged twenty-two to twenty-eight. The average salary is like sixty-five million dollars. What? Those kids are making that are coming in working on AI. But AI.

• 52:28Speaker 01

  And they don't have to flop.

• 52:29Speaker 14

  A lot of negativity about AI. There's way more positives about AI than negative.

• 52:34Speaker 00

  So twenty-two to twenty-eight years old, average salary, sixty-five million dollars.

• 52:39Speaker 01

  So when, when they're trying to hire you at OpenAI.

• 52:42Speaker 00

  Right now in Silicon Valley. So this is what Tom's talking about.

• 52:44Speaker 01

  So basically, the allegation that's even worse, it's bad enough to say, you know, tell me what you did at Apple. Interview question. Hey, bring a couple of things with you and show them to them. And also when you have a panel interview, that's bad. That's illegal. You're putting the applicant in bad situation. And if that's the way it happened, that sort of thing would be illegal. Um, I'm not the judge and jury on this. But then there had been documents and emails found where they told them exactly how to evade Apple's security. When you leave your job and come over here.

• 53:15Speaker 00

  Oh, damn.

• 53:15Speaker 01

  And you're talking about, we don't know what the salaries are, but what Dana White was just talking about is just how big the war is for talent.

• 53:22Speaker 00

  It's a real war.

• 53:23Speaker 01

  And so this thing, this industrial espionage, this is going to be huge. Um, the last time we've seen things this huge, you know, we had a giant one that happened in Formula One where Ferrari guys, McLaren guys stole secrets from Ferrari guys. They told the Ferrari guys to go have them printed out at Kinko's when there was a Kinko's. And then the McLaren guys went in there and faked the ID and picked them up.

• 53:45Speaker 00

  Wow.

• 53:45Speaker 01

  So it was just, it's crazy, but industrial espionage has been going on for a while, but this is huge. What's also big is a number of people that are lining up against Sam Altman, including Elon Musk.

• 53:57Speaker 00

  Do you have the clip of what he said about Elon Musk? Elon is not a fan of Sam.

• 54:01Speaker 01

  At all. He calls him Scam Altman.

• 54:03Speaker 00

  Yeah, he is not a fan of what happened there. Yeah. He's not. Adam, your thoughts on this?

• 54:08Speaker 11

  Yeah, you guys, uh, you're absolutely right with the Elon thing. You know, when did ChatGPT OpenAI came out? I think November of twenty twenty-two, does that make sense? Since then, I feel like everything with Sam Altman has been drama and beef. You bring up the Elon Musk thing. He calls him what? Scam Altman? It's interesting. Do you remember, I think Tommy remember this? He was CEO, he was fired, then rehired. There was also like, there was almost like a revolt within the company.

• 54:33Speaker 01

  Yeah, he meaning Sam, that's right.

• 54:34Speaker 11

  Tucker Carlson, Tucker Carlson interviewed him and basically kind of was like, did you murder one of your employees? He's like, what are you, what are you insinuating right here? This Bellagio guy, if you remember that.

• 54:45Speaker 00

  Yeah, of course.

• 54:46Speaker 11

  He goes to suicide, it was a delivery, weird situation. I'm making zero accusations. I'm saying that's what Tucker did. But now it's not even Apple that's suing him. Apparently there's all these copyright infringements, publishers, artists, musicians, authors, everything. There, you know, there's privacy, uh, concerns. Sam Altman, he's got some explaining to do, as they say.

• 55:07Speaker 00

  By the way, can you give me a favor?

• 55:08Speaker 11

  This is just the latest thing with Apple.

• 55:09Speaker 00

  And, and it's around mainly one guy. Can you pull up Tang Tang? A great name.

• 55:14Speaker 01

  Tang.

• 55:14Speaker 00

  T A N G.

• 55:15Speaker 11

  It's almost related to Fang Fang.

• 55:17Speaker 00

  No, no. The first one, yeah, you go. So who is Tang Tang? So let me kind of give you an idea. Can you go to images on who this guy is? Go to images. Tang Tang spent twenty-four years at Apple. No, you, the second one is not Tang.

• 55:29Speaker 01

  Not the, the second G.

• 55:30Speaker 00

  One is Tang, the second one is missing a G. There you go. Take the G out. There you go.

• 55:33Speaker 01

  There you go.

• 55:34Speaker 00

  So that guy right there, go, go to all and go to his Wikipedia. Spent twenty-four years at Apple. This is the main guy, the lawsuit, just everybody knows. He joined Apple in the early two thousands, became one of the company's top hardware executives, was widely regarded as part of generational leaders who helped shape the iPhone after Steve Jobs. This is a heavyweight.

• 55:50Speaker 01

  Damn.

• 55:50Speaker 00

  This guy's a heavyweight. He helped oversee iPhone and Apple Watch hardware. Responsibilities included engineering and product design. He was one of Apple's highest ranking hardware leaders. They have a score, like, you know how in the military, there's sergeant, major, general.

• 56:03Speaker 01

  Yeah.

• 56:04Speaker 00

  Be my little general. Brigadier generals are one star, major generals are two star.

• 56:08Speaker 01

  Lieutenant general.

• 56:09Speaker 00

  Lieutenant general, three star, and then general is a four star, right? So this guy's one of the heavyweights there. Then he left Apple in twenty-four and he joins Johnny Ive's new hardware company, which OpenAI, you heard just about for six point four billion dollars. OpenAI requires it, and so why is he important? OpenAI wants to build AI device that could someday compete with the iPhone. And so Apple is suing because they're saying you're taking this away. So this guy is the main figurehead of, um, in this discussion. Uh, so it, it's interesting. It's, it's kind of like what happened with, when Jake Paul, I believe, recruited Dana White's former CFO that went to him. I don't know if you remember that or not. Jake Paul recruited him, Armenian guy.

• 56:53Speaker 01

  Oh, yeah, yeah, yeah.

• 56:53Speaker 00

  Recruited the Armenian guy, good looking guy. He had that red jacket on and he's got a, it's kind of like a power player. These types of things happen right there. Nakisha Bidariyan, who left there, he was a former UFC CFO from eleven to twenty sixteen and helped orchestrate the historic four billion dollar sale to endeavor. So he then goes and goes, joins Jake Paul. When this kind of stuff happens, it happens, it happened to us, it happens to everybody. It's just, it's gonna, stuff like this happens. But it's a real, real war that is taking place. The problem is the following. Tom, here's the question I got for you. What major investor influencer that people respect is siding with Sam Altman? Who, who is the person that's defending him?

• 57:33Speaker 01

  I, I'm not seeing it. I mean, CNBC.

• 57:35Speaker 00

  Microsoft, because they own it, but outside of that, I'm saying what other, if Microsoft is involved with OpenAI, if I'm not mistaken. I'm talking about what major mainstream critic is sitting out there and saying, oh, Sam Altman's a good guy. They're doing the right thing. Who's, who's on his side?

• 57:51Speaker 01

  I'm, I'm, I haven't seen one.

• 57:54Speaker 11

  I'm not seeing it.

• 57:55Speaker 00

  Can't go like that for too long. You, you, you, you, you know, it's kind of like, you know what OpenAI is reminding me of? OpenAI is kind of like what Israel's going through.

• 58:04Speaker 01

  Oh.

• 58:05Speaker 00

  You, you, OpenAI is losing the propaganda war. And guess what? People don't like you. They're not liking what you're doing and you can sit there and do whatever you want and act like you're all high and mighty and keep talking trash to Elon. People like Elon.

• 58:18Speaker 01

  Yeah.

• 58:19Speaker 00

  And people don't like you. So then the question becomes what? No major tech CEO or companies has loudly backed Altman, OpenAI in a specific dispute. That's not good.

• 58:31Speaker 01

  Nope.

• 58:31Speaker 00

  That's not good. You have to be good at building relationships behind closed, closed doors for people to defend you. That's horrible. So that means it's kind of like I, I work at a place and let's just say something happens, I leave. No one at the previous company is willing to vouch for me. They don't like me. That's not a good thing for you to do.

• 58:51Speaker 01

  Nope.

• 58:51Speaker 00

  How come? And on the only people do are the people that are no longer at the company. You have to have people that vouch for you, for people to say, when I left the previous company and I started PHP, there were a lot of people that were still friends with me. I mean, I, I, I was like, hey, you don't have to worry about me taking clients, me doing this, me doing, I never took a single person I left. I'm like, hey, I'm just taking what I got here. You guys keep the seven thousand clients. We want to build our business. Still, you met Jeff the other day, came to the house. He was part of the company over there. He was an enemy of mine. A lot of, so, so to me, I think Altman has to, Altman has what, what some of these guys have, which is they're not good with people. They're so brilliant that they indirectly don't even know it. They look down at people. Altman needs to go read How to Win Friends and Influence People fifty times.

• 59:36Speaker 00

  Altman needs to go learn how to be better with people, not robots. You can't befriend robots. They're your slaves.

• 59:43Speaker 01

  Yeah.

• 59:43Speaker 00

  You have to befriend people and he's not good at that. So Sam, if you're watching this, maybe go watch this one. And there's another book that you may want to read as well. Can you go to Power of Ethical Management? I think the power of ethical management is a good book recommendation for Sam Altman as well. It's an oldie but a goodie. It's ninety-six pages, I think, and maybe it's like a hundred pages. Uh, yeah, I wonder, can, can you go all the way to the bottom of how many pages it is? So he can finish it fairly in like a thirty-minute sit-down? What's the number of pages? Hundred and forty-four pages. I was off by fifty pages. Small book, good book, but the power of ethical management.

• 1:00:13Speaker 01

  The final thing here is like, AI is getting a lot of pressure from the government and these guys are not dumb and they move faster than the government. Dean Ball, um, started July sixth of this month with, with, um, OpenAI. You know who he was from?

• 1:00:29Speaker 00

  Where?

• 1:00:29Speaker 01

  He was a White House AI advisor and had a career in public policy. So now they have a Washington guy on there as the head of strategic future at OpenAI. And Meta hired Dina Powell McCormick, which was Trump and George W. Bush advisor on economic policy and brought him in January as president and vice chairman of Meta Superintelligence. So they are also going out and getting soldiers from Washington.

• 1:00:53Speaker 00

  You have to.

• 1:00:53Speaker 01

  To help them in the war when the Department of Justice, the Federal Trade Commission.

• 1:00:56Speaker 00

  You're saying OpenAI?

• 1:00:57Speaker 01

  And Meta, those were two key hires just this July.

• 1:01:01Speaker 00

  Let me tell you though, Tom, there's a big difference. Who did you just hear right now going out there and talking about how amazing of a person he is? What clip did I just play? Of a guy that's loved and respected that just edified Mark Zuckerberg for a good minute.

• 1:01:14Speaker 01

  Dana White.

• 1:01:16Speaker 00

  Sam Altman has to go find three Dana Whites and put them on his board ASAP. He has to do that ASAP. ASAP and pay big money for those people to be sitting on your board and people with high Q scores. He has to get some people like that and desperately give them stocks, options, shares, whatever it is to have a big upside. He's got to go find three people like that. Can you go a little bit lower of Dana? Go a little bit lower of Dana and you see the pictures that it shows on the bottom right? Keep going, keep going lower, keep going lower, keep going lower, keep going lower. Okay, click on Joe Rogan real quick. Click on Rogan real quick. Just click on Rogan real quick. Uh, I'm sorry, go back and click on see more. Right there, see more.

• 1:01:55Speaker 01

  Down, down, down, down.

• 1:01:56Speaker 00

  Right there. Click on that. Uh, get somebody, keep going left, keep going left, keep going left, keep going left. Yeah, you gotta get somebody that's, you gotta get like a, get Mr. Beast and give him a billion dollars.

• 1:02:10Speaker 01

  Yeah.

• 1:02:11Speaker 00

  Get Mr. Beast and give him a billion dollars in shares to sit on the board. I'm being serious, by the way. I'm, I'm actually not, you, you know, go, get, look what sports, you know who's one of the people that's brought a lot of eyeballs to the entire World Cup? You know who? I Show Speed.

• 1:02:24Speaker 01

  Yeah.

• 1:02:24Speaker 00

  Have you seen how he's crying with Ronaldo? Hey, please, let me, let me, I need you to beat Messi and a, boom. He posted a clip yesterday. I Show Speed posted a clip yesterday at the Argentina game. Do you know how many views this clip got? Let me tell you, Vinnie, you're not going to believe how many clips this thing got.

• 1:02:39Speaker 01

  On YouTube?

• 1:02:40Speaker 00

  On, on Instagram.

• 1:02:41Speaker 01

  Okay.

• 1:02:42Speaker 00

  I Show Speed posts a video. I Show Speed posts a video begging Lamine Lamal to beat.

• 1:02:51Speaker 01

  Messi.

• 1:02:51Speaker 00

  And this is seventeen hours ago. Okay, do you know how many views it got? I, I just want you to tell the people how many views it got.

• 1:02:58Speaker 01

  Five point nine, oh, one hundred and eighteen million views.

• 1:03:01Speaker 00

  In how many, in how many minutes? In how many hours? Can you tell me in how many hours?

• 1:03:07Speaker 01

  Seventeen hours.

• 1:03:08Speaker 00

  So tell me who can get that kind of views. First one right there. Watch this.

• 1:03:11Speaker 01

  I'm gonna say.

• 1:03:12Speaker 00

  That that thing got a hundred and seventeen, eighteen million views in seventeen hours. Okay, so pause it right there. I think I think OpenAI needs to offer Mr. Beast a five-year, one billion-dollar comp to just sit on the board and get two other guys like that. Because Mr. Beast has got a good following, he's got to get some people like that. He's got to get some people like a Dana White, some major, major power players that have credibility. And now the question becomes, should Mr. Beast accept it?

• 1:03:39Speaker 01

  That's all I'm saying.

• 1:03:40Speaker 00

  Because that's a whole different conversation. Anyways, let's go to the next story. Yes.

• 1:03:45Speaker 05

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• 1:05:56Speaker 01

  Oh, no, you want to move on? I just had a quick point. Look, I saw Zuckerberg at the UFC fight. The guy, we're giving him a little too much credit. This guy is just finding out that he's a human. Like, Mark Zuckerberg was a was a was an alien slash robot for 20 years, and all of a sudden, he's becoming cool. What's my point with Sam Altman? This guy's been famous for what? Three years? Four years? The I Show Speed is a marketing genius. Sam Altman is an actual genius. He's just an introverted nerd like all these Silicon Valley guys. So eventually, yes, I do think he needs to get.

• 1:06:30Speaker 00

  I really want to know what your point is.

• 1:06:31Speaker 01

  And get someone in there, but.

• 1:06:32Speaker 00

  What's your point?

• 1:06:33Speaker 01

  They were being a little hard on this guy for being an actual genius nerd, when they're all like that.

• 1:06:39Speaker 00

  That was your point? You paused and to make that point at him? This guy, let me ask you a question. Let me ask you a question. Is Jeff Bezos a nerd?

• 1:06:50Speaker 01

  Yeah, and it took him 30 years to actually try to become cool.

• 1:06:53Speaker 00

  Oh, no, you don't understand. This guy is hated by all the nerds right now. All of them, including Tim Cook. He's hated by Bezos, by Cook.

• 1:07:02Speaker 01

  Maybe it's because he's beating them.

• 1:07:03Speaker 00

  He's not beating them, though. He's not. He's lost market share to Anthropic more than you would know. If you go look at what's going on with Anthropic right now, Anthropic is taking his lunch. They used to be at 80, 90% of the LLM business. They're not anymore. People don't like this guy. You can't move up without being liked and having some people's skills. No, he is. You know whose vibe he's giving me?

• 1:07:27Speaker 00

  Uh, he's giving me vibes of SBF when he was coming up and he thought his shit didn't stink. That's the vibes he's giving me. Not the criminal stuff. I'm not going on the finance. I'm not going from that. Just a vibe of, let me tell you who I am. I don't know. I think he's got to make some adjustments. That's my thoughts. Let's go to the next story.

• 1:07:46Speaker 01

  Can I make a final point for you that's on this?

• 1:07:48Speaker 00

  Yep.

• 1:07:49Speaker 01

  So I Show Speed, 110 million views in 24 hours.

• 1:07:52Speaker 00

  Yep.

• 1:07:53Speaker 01

  You know what the record is for Taylor Swift downloads in the first 24 hours of any song?

• 1:07:58Speaker 00

  Tell me, Tom.

• 1:07:59Speaker 01

  Thirty million for Ophelia. Let's put that in perspective. To your point, this guy should be big money somewhere.

• 1:08:06Speaker 00

  Yeah, yeah, no. And to me, to me, it's just, and the only reason I showed I Show Speed is not complimenting Kim. It's complimenting SportsCenter, ESPN, FIFA, that they're using this guy to bring eyeballs to it. It's a smart move. OpenAI needs to go get some guys like Dana White. That was the point I was making. So, okay, let's get to the next one. Next business story. Very weird one, guys. IBM, we've heard about IBM for how many decades? Many, many years. Back in the days, IBM was Facebook. Back in the days, IBM was Google. IBM was Microsoft. IBM was what all these companies we talk about today, the first guy was IBM, right? Yesterday, IBM's numbers, you ready? Drops 25% in a single day.

• 1:08:51Speaker 01

  Ouch.

• 1:08:52Speaker 00

  Okay, 25% in a single day. Let me read these numbers to you, and then, Tom, I'm going to come to you. And Vinny, please get your reports ready. I'm so ready. You have no idea. So IBM ended, trading Tuesday, down more than 25%. It's worse single-day drop since, you ready? 1968. Me and Vinny weren't even born yet. Okay? After the company pre-announced earnings that fell below Wall Street expectations, Blue, Big Blue attributed the results to customers shifting, spending away from software and mainstream, mainframe product and toward AI servers, memory, analytics, analysts had expected IBM to report adjusted earnings

• 1:09:33Speaker 00

  per share EPS of $3.02 on revenue of $17.86 billion, but the company came up short, posting adjusted EPS of 2.93 on revenue of $17.2 billion. In a statement, IBM CEO Arvind Krishna said the company was prepared for a low-single-digit decline in its Z17 mainframe business for the quarter, but the results were far from worse than projected and are at least partially related to the global memory shortage. In the last few weeks of June, we saw clients shift their quarterly capital expenditure towards servers, storage, and memory purchase to secure supply-constrained infrastructure ahead of expected price increases, he said. This dynamic impact, client buying patterns, while we anticipate some supply

• 1:10:18Speaker 00

  chain-related impact in our expectations, we did not anticipate the magnitude of the Capex reprioritization, he added. IDC's Ashia Natkari, who leads the firm's enterprise infrastructure global research group, wrote in a note that Wall Street's reaction to Krishna's warning was likely stronger than warranted. Tom, your thoughts on this?

• 1:10:38Speaker 01

  Well, first of all, you know what? Arvind Krishna just didn't do a good earnings report. He didn't do a good job of putting it together. Now, they'll tell you, oh, no, no, no, no. We wrote the release. We careful with the comments, and you go out there. But all these comments is what makes stock go up and down on confidence and future guidance. It's confidence and future guidance. So, Vinny, I'll be head of General Motors, you be an investor. Okay. And you tell me if you're going to tell everybody to sell my shares or buy my shares. And I'm going to put it and take all of this technical knowledge. I'm going to put it in terms you understand. Yeah, we here at General Motors, we find that people aren't buying Corvettes anymore, and we're having a little trouble at the factory. We can't

• 1:11:22Speaker 01

  get engines. And we don't make EVs, and they seem popular. But everything's okay.

• 1:11:29Speaker 00

  I don't trust you. I don't trust you.

• 1:11:31Speaker 01

  Exactly. So I'm going to take off the techno babble, and that's what IBM said. We have a product that's going away, mainframes, it's starting to shift, memory chips are in shortage, we can't get them, and there's things we don't make. You know, we got to get to servers in the sky, AI servers. So that's what happened. But there's something else in the backdrop that's been frustrating. What are the core that makes a company great? It's people. It's people. We're discovering that just, we've been sitting here in Rhode Island for a week and a half, and we're, you know, Pat and I've had these conversations about people. We need great people doing great things, and we see things that are going on. And we see the danger of, you know, Sam Altman not having a guy that everybody's

• 1:12:14Speaker 01

  rallying around your leader from the outside. IBM has been going through a change. Its own people are referring to it as Indian business machines rather than international business machines. Do you know what the wild shift is? So IBM USA, IBM India, here's a quiz for you. One of them has 40,000 employees, one of them has 135,000 employees. Which is which?

• 1:12:38Speaker 02

  I think the Indian one has 140.

• 1:12:41Speaker 01

  I think it's the other way around. India has 135,000 employees, IBM USA only has 40,000 employees. It's been shifting, it's been shifting on H1Bs. India, how many job openings, US and India, which number is which?

• 1:12:56Speaker 00

  For IBM.

• 1:12:56Speaker 01

  For IBM, 376 job openings and 2,840 job openings this morning, I checked.

• 1:13:04Speaker 00

  In India.

• 1:13:05Speaker 01

  Which one's India, which one's USA?

• 1:13:07Speaker 00

  9X, 9X more is India.

• 1:13:09Speaker 01

  Correct, India, 2,840 job openings for IBM in India, 376 available in the USA. People are furious and there's been a steady flow of people that have been writing on Reddit, not screaming at their employer, you scream at your previous employer on Facebook or X or something, you can expect to get a letter or get sued, especially if you disparage them into something really bad, that's dumb. Well, guess what, there are ex-IBM employees that are on Reddit saying, very gently saying, listen, guys, I just trained two people in India and then I was laid off a year later and they gave me six months salary, but I basically trained people that were going to replace me and we're hearing about it all across IBM.

• 1:13:52Speaker 01

  So it's not just IBM here, IBM also right now has a loyalty and an overall morale problem. And they'll probably see this podcast, Pat, and publish a bunch of stuff out there, but the number of articles and the number of things on Reddit is overwhelming. There's more to it than just this earnings report, IBM has got some issues inside and a lot of people are saying, maybe I don't want to be here and there's only 40,000 Americans.

• 1:14:17Speaker 00

  Let me ask this question, let me ask this question.

• 1:14:19Speaker 01

  My dad worked for IBM in 1968.

• 1:14:20Speaker 00

  Here's a question for you, they lost $72 billion of market cap in two days, that's a lot. 72 billion of market cap, IBM lost, and can you pull up their stock? They lost $72 billion of market cap in two days, that's a lot of money. Here's my question for you, when you read, I've been just in reading mode while we're out here, what is there, is that what, one day go to five days, go to five days, that's one day, go to five days, look at that.

• 1:14:45Speaker 02

  I should start buying.

• 1:14:45Speaker 00

  Look at that.

• 1:14:47Speaker 01

  Yeah, can you spot when the CEO spoke?

• 1:14:49Speaker 00

  Can you do me a favor, go to one year, can you go to one year?

• 1:14:54Speaker 01

  Bam.

• 1:14:54Speaker 00

  Okay, so go to five years.

• 1:14:58Speaker 00

  So it's still higher than what it was five years ago.

• 1:15:00Speaker 01

  Yeah, they rode the AI wave, but now.

• 1:15:03Speaker 00

  Yeah, so then, Tom, here's my question for you with IBM, what is their flagship product? What is the product they have that beats everybody else in the marketplace?

• 1:15:13Speaker 01

  It used to be the mainframe computer and high-end consulting to go with the use of the mainframe computer.

• 1:15:18Speaker 00

  Not used to, I want to know today, what is their flagship product that they're the market leader ahead of everybody?

• 1:15:26Speaker 02

  Do they even have one?

• 1:15:27Speaker 00

  No, they for sure do, you're not going to be a 200 billion dollar company without having that. So what is that product, Tom? Where do they win?

• 1:15:35Speaker 02

  It doesn't have a single consumer-style hero product. IBM current story, IBM Z mainframes, Red Hat, OpenShift and Watsonex.

• 1:15:48Speaker 00

  I want to know their number one flagship product that brings a big chunk of the revenue. Okay, so I just typed in right now, what are IBM's biggest customers? Their biggest customer is JP Morgan Chase, one of IBM's biggest financial customers, uses IBM mainframes, cloud, AI, security and consulting. Their annual money that they spend just JP Morgan Chase with IBM is somewhere around a billion dollars. Okay, Bank of America is number two, they use the IBM mainframe software consulting customers, few hundred million dollars annually, Citigroup, few hundred million dollars, Verizon, few hundred million dollars, AT&T, few hundred million dollars, and then you got US federal government uses defense civilian agencies, cloud consulting, cybersecurity, billion over multiple contracts, Deutsche Bank, HSBC, Volkswagen,

• 1:16:33Speaker 00

  all of these guys have multi-million dollar contracts. Which product brings the biggest percentage of revenue every year to IBM? Which product is that? I want to know, because there's a story.

• 1:16:48Speaker 01

  I believe it's the mainframe business.

• 1:16:49Speaker 00

  There's a story of IBM software, approximately 8.6 billion dollars in 2026. This is the transaction processing, single largest software category they have. Number two is the Red Hat hybrid cloud, brings in roughly 7.3 billion dollars in 2025. And then IBM brought Red Hat for about 34 billion dollars, what they bought in 2019, betting it would become the bridge between the old enterprises. And then consulting, which brings 21 billion, so consulting is still a big part of IBM's. Then a mainframe brings 10.6 billion, it's interesting where they're going.

• 1:17:24Speaker 01

  It's the mainframe consulting that makes them tons of money.

• 1:17:26Speaker 00

  Yeah, I remember reading a book called CEO Excellence and in the book, if you remember this, it tells the story of what Andy Grove did, I don't know if you remember that, Tom. The story with Andy Grove and where he and the former CFO, CEO of, former CEO of, what's the company's called? Is this, there it is, former CEO of Intel, they're sitting there having a conversation together and Andy Grove, one of their divisions, I think went from 198 million dollars, Vinnie, to 2 million dollars. Let me say that one more time, they went from 198 million dollars to 2 million dollars.

• 1:18:04Speaker 01

  Bam.

• 1:18:05Speaker 00

  One of his divisions of Intel. In this book, this is how he writes it, the president of the company at this time, Andy Grove, asked CEO Gordon Moore, if we got kicked out and the board brought in a new CEO, what do you think they would do? Moore, the CEO Gordon Moore, he's the guy, he said, they would get us out of the memory chips game. Grove stared at him and said, why shouldn't you and I walk out the door, come back and do it ourselves? The rest is history, Intel exited the DRAM memory chips business and staked its future on a new product, the microprocessor. In doing so, Intel helped usher into computer age and had a run of success that lasted for decades.

• 1:18:49Speaker 00

  I think the scary thing with IBM right now is IBM has to kind of ask themselves, what's next? What is next? What business do they need to get out of? What business do they need to get in that they're not? They've got to make some decisions here, because for you to go through a 72 billion dollar in 48 hours, and don't get me wrong, I mean, they're going to be fine, IBM is IBM, it's not like tomorrow something's going to happen to them, this is more like a two-decade type of a thing that we're talking about, Tom, looks like you want to say something.

• 1:19:15Speaker 01

  Yeah, no, and the time you're talking about is when IBM made a major shift from old mainframes to new mainframes and IBM also created the Windtel standard, Windows and Intel. It's exactly the sequence you're talking about and it was a big milestone for IBM. And by the way, Microsoft, there were two guys at IBM, one of them did not want to give Microsoft the operating system, did not, and the other was, Don Estridge did not, and there was one guy that did. Don Estridge would die in the Delta Airlines windshear flight that crashed in Dallas in 1985. I know this whole story, there's a whole high school named for him in Boca Raton and when he died, the other guy was left and he gave the business to Microsoft.

• 1:20:00Speaker 01

  If it's not for that windshear flight in 1985, IBM would have made its own operating system because that kicked off Microsoft. And so IBM shifted at that time to the personal computer. It ended up being a good move for IBM to shift, but they later got out of the business as it became a commodity. They were never competing with Apple, Apple was always the artsy and other side of it and education. But it was, it showed that IBM, and Lewis Gerson wrote a book, Teaching an Elephant to Dance, was a great book about IBM, so I think they'll be back, but right now, they're in the middle of a shift, they're another shift and they got to pick a side and they got to move forward.

• 1:20:38Speaker 00

  Adam.

• 1:20:39Speaker 11

  I'll add something, I got to be honest with you, when we first started talking about this, I was like, yeah, I don't really, IBM, whatever. But I realized something, because I think this is what you were getting at and it's the whole concept of reinventing yourself. Because to me, IBM is like the guy, like Al Bundy who scored four touchdowns in high school and was like the best player in his town and went on to play college, but now all these other guys are playing in the NFL and they lapped him, IBM got lapped, I mean, look at all the tech companies, Nvidia, Apple, Microsoft, Amazon, Tesla, all these big tech companies were started decades after IBM. So to the average person out there, you might have had success 10 years ago, 20 years ago, and you're still kind of like, that's me, I'm that guy, I'm Al Bundy, I scored four touchdowns.

• 1:21:24Speaker 11

  I think, Pat, what you're kind of getting is you got to reinvent yourself and you got to be known for one thing, the fact that we all collectively, using our brain power, didn't know what IBM's flagship product was, is a telltale sign, IBM, you got a problem, buddy.

• 1:21:38Speaker 00

  We're not, we're not in this space, I guarantee you, if I asked the people that are in this space, they would be able to say it within a heartbeat of who it is, but again, I think they're going to be fine, you know, typically when people that are involved in a situation like this, they'll make adjustments, hopefully they will, let me get to the next story. Next story I want to get into is what just happened with New York and data centers and New York became the first state to come out, impose AI data center ban and a lot of people are conflicted. And people are saying, wait a minute, am I about to support Hokel? For the decision that they're making and where they're going with this? Kathy Hochul imposed a one-year moratorium on new data centers requiring at least 50 megawatts of power,

• 1:22:23Speaker 00

  making New York the first state with a statewide ban. Hochul said hyperscale AI facilities threaten to exceed grid capacity and pass higher electricity costs to residents, New York's average residential power price has increased nearly 68% since 2019, whether that's tied to data centers or not, that's a different story. Data centers have faced growing opposition over their electricity and freshwater consumption with proposed projects, drawn protests in communities including Lansing and East Fishkill. Environmental groups and democratic lawmakers praised the pause, arguing the New York need guarantees that data centers will not raise bills, pollute arrow water, weaken grid reliability.

• 1:23:05Speaker 00

  A June Siena poll found 46% of New Yorkers considered a one-year moratorium beneficial compared to 21% who opposed it, support cross-party lines with Democratic backing it by 37% points and Republicans by 13%. 14 state legislators have introduced restrictions on state data centers construction, but none has enacted a statewide moratorium. Democratic governors in Maine and Virginia have cautioned against similar bans. Tom, is this a good thing or a bad thing and why?

• 1:23:35Speaker 01

  This is a bad thing and I don't understand what Kathy Hochul is talking about. I'm sure she's done some good things, I'll list them here.

• 1:23:48Speaker 01

  Okay, that's a list. Now I'll go to this part of it. Is, I'm not trying to be funny, but I'm honestly saying, what has Kathy Hochul done for the people of New York in this? I'm gonna make one simple comparison. Did the United States of America during the 2020 election was TikTok taking all of, you know what? Oh, my gosh, they're taking data from our kids' phones and from us and on family cloud accounts. And TikTok is taking data back to China. Was that a big deal, Pat?

• 1:24:19Speaker 00

  Huge.

• 1:24:19Speaker 01

  Yeah, TikTok's taking our data back to China. Okay, well, then let's not build data centers here. We'll just use the ones in China. Really? Are you insane? And so she's missing an opportunity here. And the opportunity is one we talk about, to come forward and to build the infrastructure for the state of New York. And to simply do it this way, I brought it up before, data centers, you have to build your own electrical infrastructure or contribute to the overbuild and retrofit of ours. Step one, you can put small nukes there. We'll go to the Nuclear Regulatory Commission and Department of Energy, and we'll help you get next generation permits, so you can put a small nuke there. And by the way, one condition, if there's a blizzard or something like that, you have

• 1:25:04Speaker 01

  to be available to switch your power from your nuke onto the grid, so you could help citizens in time of a civil emergency. Step one. Step two, we got to figure out, how do we get different kinds of cooling? How does the state of New York maybe give some credits to companies that right now, Pat, there are companies right now that are being hatched and venture funded, trying to figure out advanced cooling solutions for data centers? You don't know why? Because if we can make this work and we could sell it to one, we could sell billions and billions and billions of dollars of next generation cooling and use less water. It's all out there. She's missing an opportunity to put the state of New York in a leadership position. But while she's trying to knee jerk and saying, well, if your power is going up, there's

• 1:25:48Speaker 01

  an election coming up, no data centers. Data centers, bad. Rather than coming back and saying, hey, we're gonna put this on the ballot, we want you to vote for it. Data centers in the state of New York would be required to build their own power and find alternative cooling within 36 months of launching. And by the way, the decibel rating on the outside of the data center can exceed this. Entrepreneurs, when given constraints, you know what they do? They invent solutions. That's what I think. I think this is a populist move, Pat. And if you're trying to chase more people out of the state and you're trying, then you make errors on tax. But if you're trying to do things for people staying in the state, this is not the way

• 1:26:32Speaker 01

  to do it, especially when we were all freaked out about TikTok taking our data. And now we're gonna say, no data center here, here, and here. The data's gonna go somewhere, folks. It's gonna end up in China.

• 1:26:44Speaker 05

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• 1:28:53Speaker 00

  Yeah, so the people that agree and disagree, Bernie's for it, very sympathetic, AOC, environmental groups, some local community groups, because the noise, land use, stuff like that, people who are obviously against it, it's Trump, data center developers, data center coalition, and many of the business groups and guys that are in the business space. But if, let's just say, so now this becomes one of the decisions where you got to make as a state. And some states are gonna be like, no to data centers. All right. Guess what opportunity that creates for some states to say what? We are, with the following three guidelines that you follow. Okay, guess what? Let's take our talents to Miami. You know, let's take our talents to Tennessee.

• 1:29:38Speaker 00

  Let's take our talents to Idaho. And what could those restrictions be? Maybe put it a certain amount of miles away from a nearest city that's got 20,000 population. And but you got to be 20 miles away from it. You got to be 40 miles away from it. There's plenty of states that you can go to and do stuff that has plenty of land that's away from individuals. Adam, where are you at with this, Adam?

• 1:30:02Speaker 01

  Pat, I gotta tell you, Tom nailed it. Being anti-AI, being anti-data center is like being anti-internet in the early 2000s. Yeah, I don't, I don't like this internet thing. Well, I don't know what this email thing is. Can't have that taking all the energy. It's like, yeah, we're gonna change the world with the internet email. Get on board. So you can't put the genie back in the bottle. It's inevitable. So what they're trying to do in New York here is a one-year moratorium. Okay, in one year, we'll consider doing this. It's inevitable. John Fetterman said, listen, if you continue to do this, who's gonna win? China's gonna win. But New York has a history of doing this. AOC, five years ago, was like, yeah, we don't need high-paying jobs from Amazon.

• 1:30:46Speaker 01

  We don't want that here in the Bronx. Get that out of here. Mom Donnie is doing his best to just take all the wealth out of New York and bring it to Miami. So thank you for that, Mom Donnie. And now Kathy Hochul is basically saying, I'm gonna be an ostrich, put my head in the sand, pretend that AI and data centers don't exist, play it as the boogeyman to maybe win an election. But at the end of the day, we all know this is inevitable. Data centers are coming. We need this for our country if we're gonna compete with the rest of the world and specifically China. So we need this.

• 1:31:16Speaker 00

  All right. So we'll see. That's Adam's analysis for us on data centers. And we'll see what that's gonna do for us, but we'll be hanging tight. Next story is this same-sex refused to take the baby from a surrogate because she did not want to abort the baby. I mean, this is, when I'm reading this story to you, there's a part of me that's like, wait a minute, is this real story that I'm reading? It's a real story. So let me give you the facts and then we'll get into it. Because there's a lot of angles this can go. So same-sex couple sues surrogate who refused to abort their two-year-old son over a minor birth defect. Okay, and this is a New York Post story. Vinny, I'm gonna come to you first on this one.

• 1:32:01Speaker 00

  So a Canadian couple is suing the surrogate who carried their two-year-old, now two-year-old son after she refused their request to terminate the pregnancy over a cleft lip and possible minor heart defect. The lawsuit filed in Ontario Superior Court in May alleges the surrogate failed to keep the parents adequately informed, endangered the child, violated confidentiality, and caused emotional distress. The filing does not specifically specify damage, but the surrogate said the couple indicated they were seeking approximately $600,000. They didn't get the perfect child they wanted, and they threw me away, she said. The surrogate convinced through IVF using a donated egg and embryos created with both men's sperm.

• 1:32:44Speaker 00

  Oh my goodness, their relationship deteriorated in June of 2024. After an ultrasound at 22 weeks indicated a cleft lip and possible cleft palate and minor heart defects. Citing their surrogacy agreement, the couple requested an abortion. The surrogate said she would have terminated the pregnancy if the child were unlikely to survive, but would not do it for a largely cosmetic and treatable condition. The couple agreed to continue the pregnancy after Mount Sinai. Hospital doctors determined the baby was generally healthy. Tensions resurfaced when the surrogate insisted on a midwife assisted home birth. Despite the parents' request for hospital delivery, the baby experienced breathing difficulties, but recovered after receiving oxygen and was taken to a hospital by ambulance. After taking their son home, the parents ended contact with the surrogate.

• 1:33:29Speaker 00

  She sought roughly $10,000 in unpaid expenses, lost wages, transportation costs, and missed pensions contributions. When she pursued the dispute in small claims court, she learned the contract required arbitration and was subsequently sued for $600,000. Vinnie.

• 1:33:45Speaker 02

  God bless her and good for her, Pat. Like, this is exactly what happens when we start treating children like freaking property instead of people. You already know where I stand because me and you are on the same point, spot against, you know, the gay couples that are buying these kids and doing all this money and trying to. No, I, I, I'm not a fan of it at all. Okay? You can sign a contract with a surrogate. You can enter into legal agreements, you can negotiate responsibilities and financial obligations. But the moment that new life is created, it's no longer subject to a contract. Okay? That child that you're doing this and your sperm and his sperm and a, and a woman, that belongs to God now. And you already know where I stand, Pat. Every child is made, every one of us, every child is made in the image of God.

• 1:34:29Speaker 02

  A cleft lip doesn't erase that. Okay? It doesn't reduce the child's value. It doesn't justify murdering this thing because all the, the, the, the dynamics of the kid are not the way that I want it. Since when did a birth defect become something to like, you have to live or die? It starts with a cleft lip and then, you know, next is Down syndrome, next is something, oh, his foot is different. I don't like it. They're not custom orders. This isn't freaking Amazon. This isn't Build-A-Bear. Okay? They're not products that can be rejected, Pat. Thank God, thank God, and I'm assuming hopefully she's a Christian. She stood up and she had the, the courage to stand on her convictions and say no. Okay? And because of her, that little boy is alive today. And, and I think murder shouldn't be an option.

• 1:35:12Speaker 02

  Murder should not be an option. Okay? God doesn't give any of us anything that we can't handle. Okay? And there's surgeries that you can do. I, I, I've seen multiple, multiple websites where doctors that they can fix. They could try to help that cleft lip, Pat. And that's why we have to fight. And again, going back to the Roe, Roe versus Wade, uh, you know, Dobbs and all that stuff. If it's not us fighting for these children, Pat, who's going to do it? They can't speak for themselves. They can't do it. We have to defend them.

• 1:35:40Speaker 00

  Tom, what do you have with this?

• 1:35:43Speaker 01

  Well, let me give you some, some names here. Jesse Jackson.

• 1:35:49Speaker 01

  Rumored Winston Churchill. Lee Raymond, who was the chairman and CEO of Exxon that built it in the largest, in the largest, most profitable company in the world at the time. They all were born with cleft lips. You may not agree with Jesse Jackson or agree with Lee Raymond, industrialist. And the Winston Churchill thing is a little bit disputed. But what if we just started erasing people from history? Or never having them at all because when a baby is born, it's snuffed out because it's deemed to be not perfect. Look at the people over time that we wouldn't have had. By the way, the scans of the sarcophagus seem to indicate that King Tut possibly not only had a cleft lip, but a full cleft palate.

• 1:36:29Speaker 01

  And so if you want to, if you want to just, you know, go for surrogacy and then eliminate people with even the most minor of the defects, you are missing the opportunity to see how that person grows up under the leadership of loving parents and who want the child and maybe overcomes the deficiency or a thing like this to just be an, just a, an absolute beacon to the rest of us on, on the, the absolute amazing human spirit of achievement, overcoming disability and, and things. We miss that opportunity. We miss that episode. We all look like 1970s, the, the Stepford wives that were all like robotic and all looked alike.

• 1:37:13Speaker 01

  I'm sorry, the diversity that is among us racially, ethnically was all ordained by God and we're missing opportunities. And this just shows when you turn having a child into buying a coach purse, that, oh, this one's got a, can I get a discount? This one's got a little defect on it. It's just, it disgusts me because you're playing with God. You're not playing with us. You're playing, you're playing with a, a program above your pay grade.

• 1:37:42Speaker 00

  Yep.

• 1:37:42Speaker 11

  Adam.

• 1:37:44Speaker 11

  I, I fully agree with Tom and Vinnie. This, this story is getting me more upset the more that we talk about it. Because as we're kind of, kind of like peeling the onion and seeing what's going on here, these two gay men, designer baby.

• 1:37:59Speaker 11

  By the way, the child's, right? The child's a human now, two years old. He might end up hearing the story that his parents wanted him aborted. And as you, as you peel back the onion, at 22 weeks, they wanted her to abort the child because he had a potential cleft lip. Is that what it was, guys?

• 1:38:20Speaker 00

  Yep.

• 1:38:21Speaker 11

  And 22 weeks, listen, you're over halfway there. That baby, if you see the image, is a full-on human at that point. This is no longer an embryo. You can't even make the debate. Do you, by the way, do you know what percentage of abortions are done after 20 weeks? 1%. So the, the biggest thing here is you have these two gay men who have no idea what it's like for this woman to be pregnant. She obviously has an emotional attachment to it. She's like, yeah, I'm not going to abort the baby because it may have a cleft lip. And you can just see these gays like, yeah, we want that baby gone. Are you kidding me? And now then they stiff her for 10 grand because they owed her money? And now they're suing her for 600 grand because the child that they wanted is alive? This is the most backward story.

• 1:39:06Speaker 11

  I'm so glad we're highlighting this and I would love to shine a spotlight on these two gay guys with their designer baby.

• 1:39:13Speaker 00

  Yeah, I mean, look, simplest way to do it, don't allow it. Simplest way to do it is don't allow it. Don't allow it and make the decision to be different. Uh, when it comes down to getting babies, I'm not, I've never been comfortable with that. That position for me is not going to change of where I'm at with it. It's going to stay the same way that it is. So, uh, good for the lady, whoever it is. She is watching or if you know who she is, share this with her. She contacts us. I'd love to find a way to make something good for her. So if you know who she is and she's comfortable being public, we will keep her name private. I would love to find a way to help her out as she's going through this challenge in financial times. With, even if it's something small that we can help her out with.

• 1:39:55Speaker 00

  So I don't know who she is, but if you know her, please have her reach out to us.

• 1:39:59Speaker 01

  By the way, thanks to modern, thanks to modern medicine, a child born due to an injury to the mother, not an illness to the child, at 22 weeks, it's a 35% chance of survival. So there's a one in three chance that if that baby was born because the mom had some sort of an injury, the baby wasn't sick, that modern medicine could take it to full viability and survival.

• 1:40:19Speaker 00

  No, this is devastating when you read this. It's, we hate to read this story, but we got to read the story for people to know what's going on out there for us to keep these types of stories out there. Let me get to the next one here. Next one I want to get into is a little bit more of a lighthearted story is maybe not for some. France lost yesterday to Spain and not yesterday.

• 1:40:37Speaker 02

  Not France.

• 1:40:37Speaker 00

  Yeah, France lost to Spain, which I'm not a fan of because Spain to me is the most boring team that's out there. I know Tom's a diehard fan of Spain. He keeps defending them nonstop.

• 1:40:47Speaker 11

  I'm not a fan of Spain. It's just.

• 1:40:48Speaker 00

  Argentina yesterday is down 1-0 at the 80 something minute mark. And then all of a sudden Messi gets two assists and they end up winning the whole thing, two to one. So now the finals are going to be Argentina against, uh, uh, Spain, which it's, it's an interesting matchup. They say all the Muslim countries are officially eliminated from the World Cup. England is out now. So that was like a massive story when you're talking about England being gone.

• 1:41:15Speaker 02

  Vive la France.

• 1:41:16Speaker 00

  But you know, Lamine Lamal is a superstar and he's a, you know, he's a guy that's very capable. For the first time I saw how capable he was and how aggressive he was playing. And he went after Mbappe. He was not afraid. But there's a picture of the significance of this that Vinnie showed to us early this morning. Look at this picture, folks. If you go and see this picture, it's Messi having a picture with Lamine Lamal when he was a baby. I, I, you almost can't even believe it when you're taking a look at this.

• 1:41:44Speaker 02

  What am I?

• 1:41:44Speaker 00

  It, it, it, it's, it's Messi. It's almost like he's giving him a bath. Did you see this? It's like he's giving him a bath with, uh, uh, Lamine Lamal right there. So at first, when you showed me this, I'm like, Vinnie, there's no way this is true. So this is really Lamine Lamal at five months old?

• 1:42:01Speaker 02

  Yes, 19 years ago.

• 1:42:03Speaker 00

  Has this been fact-checked?

• 1:42:04Speaker 02

  Fact-checked. There's a UNICEF charity photo at Camp Nou where Lionel Messi was playing for Barcelona. Pat, families entered a raffle. Barcelona players were assigned by random lottery and somehow 20-year-old Messi ended up pairing with this five-month-old baby. And that's Lamine Lamal right there, like, and the odds, Pat. Well, Pat, go to the odds. I sent you, I slacked to the odds. Guess what the odds are of this happening? Some guy broke down everything, Pat. Take, take a wild guess.

• 1:42:32Speaker 00

  One in four billion.

• 1:42:33Speaker 02

  One in 625 trillion. This guy did the math.

• 1:42:39Speaker 00

  Zoom in.

• 1:42:40Speaker 02

  Zoom in a little bit, Bert.

• 1:42:42Speaker 00

  The probability of this happening is you are more than 2 million times more likely to win the Powerball jackpot than to have the script play out. It is roughly equivalent to picking one specific second out of the 20 million years. One in 625 trillion. Insane.

• 1:42:58Speaker 02

  Wow.

• 1:42:59Speaker 00

  And they're facing each other Sunday. So, so here's, here's the question. The, the challenge is Bellingham was on a streak of getting two goals back to back.

• 1:43:06Speaker 02

  Yes.

• 1:43:07Speaker 00

  I, I, they were, they're two inches taller, they're faster, they're stronger, they're younger. In every way, you know, on paper, England would, even Kelsey had them at 54 to 46% of England winning. But then some stuff happened. We can't show any of this stuff. At the end of the game, they're giving a high five, all this stuff. The legendary clip is where Bellingham is saying stuff to Messi and Messi eventually goes like this. Okay, no problem. I'm supposed to beat you now. And he goes and beats him. And so, I mean, you, you just have to realize, imagine the fans who are like, can you go to the, the I Show Speed when he's, his last clip on his Instagram account? If you go on I Show Speed's Instagram account. So he's a big Ronaldo guy. Massive Ronaldo guy, cannot stand Messi to save his life.

• 1:43:52Speaker 00

  And he is there cheering for England. Watch this. Just press the first one. You can show it. It's a public video.

• 1:43:57Speaker 02

  This is England's first goal. This is England's first goal.

• 1:44:05Speaker 00

  Now, watch what happened.

• 1:44:05Speaker 02

  He's such a troll.

• 1:44:09Speaker 02

  Rips.

• 1:44:14Speaker 05

  This episode is brought to you by Michelob Ultra. Good times mean competitions between you and your friends. Like seeing who can throw some pigskin the farthest or rush the field the fastest. Winner gets an ultra because it's not just a superior like beer. It's also giving fans superior access to their favorite sporting events. Superior is worth playing for. Visit michelobultra.com slash superior access to enter. Enjoy responsibly. Copyright 2026 Anheuser Busch InBev Michelob Ultra Beer, St. Louis, Missouri.

• 1:44:42Speaker 06

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• 1:46:27Speaker 02

  Yep, there's your beans.

• 1:46:28Speaker 00

  Scored the first goal, 1-1.

• 1:46:30Speaker 02

  There's your beans.

• 1:46:31Speaker 00

  They're throwing stuff at him. And then they scored a second goal.

• 1:46:38Speaker 00

  We go. They keep throwing stuff at him.

• 1:46:42Speaker 02

  Yeah.

• 1:46:42Speaker 00

  Guys, so now Messi, you know, Messi's going against Spain.

• 1:46:49Speaker 00

  You know, with, with all the spectacles and the stories and everything. By the way, Messi did a bunch of different interviews and he says, I know Spain. I play against those guys. I know what program they're a part of. These are people that I know you can, you know, play against them and you know what they're going to be doing. There was some personal stuff that happened politically with Argentina because you know the whole war that happened with Argentina and England back in 1982 where they killed 900 people and they took over the island.

• 1:47:14Speaker 02

  Auckland's island.

• 1:47:14Speaker 00

  That's right. They took over the island and then from there in 86, the hand of God, you know, it says, hey, went from the hand of God now to the left foot of God, which is Messi being left footed. And so the guys at the end were holding the banners calling out England. This was the, so that's a political statement. So it was a great game now going into Spain. I don't know. I, it's going to be wild. Tom, I know you're picking Spain. So what's your score? What's your prediction with Spain against Argentina?

• 1:47:40Speaker 01

  You keep saying I'm picking Spain. I'm not. I watched them at the end of group.

• 1:47:43Speaker 00

  I heart Spain fans.

• 1:47:45Speaker 01

  Three games at the end of group, they win by a combined score of eight to nothing and no one scored on them. And I'm like, they're a machine, but then they look like they were asleep and they barely got through the next two games very tight. And then the machine shows up. So it's like, I don't know what to say, you know? Yeah, I, I call what I see. I'm not a big football guy, but I'm, I, I look at this. Remember Spain's only given up one goal. So if Argentina wins two to one, it means they score two, they double the amount of goals that Spain has given up in the tournament. Unfortunately, you know, my heart goes one way, but my mental, my mental side goes the other way. I think it's two, one Spain.

• 1:48:27Speaker 00

  Two, one Spain.

• 1:48:28Speaker 02

  Vinnie, where are you at? Okay, first of all, Argentina had more heart. They played freaking lights out. They were, by the way, the shorter team. What I say yesterday, the first five minutes, you're going to know who's going to set the pace and the tempo.

• 1:48:40Speaker 00

  Run a poll, run a poll to see what the audience thinks.

• 1:48:41Speaker 02

  Yeah. And, and guess what I saw, Pat? I saw them being physical. They weren't going to get pushed around. It was, it was an amazing, amazing game. Pat, fate is on freaking, they, they, there's no way, there's no way Argentina's going to lose. And I just sent Humberto a link from a guy that posted at 7:28 PM, July 11th, 2021. And he wrote, Argentina just beat Spain at the 2026 World Cup final two, three. And Humberto, can you show that?

• 1:49:12Speaker 00

  This is a guy that tweeted?

• 1:49:13Speaker 02

  This is a guy that tweeted. Well, he's running the poll. He wrote, he posted this in, in 2021, Argentina just beat Spain.

• 1:49:20Speaker 00

  Look at the date, zoom in.

• 1:49:21Speaker 02

  Look at that.

• 1:49:22Speaker 00

  Argentina just beat Spain at 2026 World Cup final three to two, July 11, 2021. And this is not the producer of Simpsons.

• 1:49:31Speaker 02

  No, no, no. But Pat, I, I don't think that, listen, Spain, very technical, very to the book, kind of boring. There's no way, it's in Argentina's.

• 1:49:41Speaker 00

  What's your score?

• 1:49:43Speaker 02

  I don't know if I'm going to go with this guy, but let's just do, I'm, I'm gonna do it. Three, two, Argentina. Let's go.

• 1:49:48Speaker 00

  All right, Adam.

• 1:49:49Speaker 02

  Let's go, baby. A lot of goals. Let's go, yeah.

• 1:49:51Speaker 00

  Adam, where are you at?

• 1:49:52Speaker 01

  So the question is what? Who's going to win?

• 1:49:54Speaker 02

  Who's going to win? Give us the score.

• 1:49:55Speaker 01

  Okay, well, we talked about I show speed. I show speed, unfortunately, is just a hater. So imagine, and by the way, he's a very likable guy, but when you're, all your passion is built on hating on the other guy.

• 1:50:10Speaker 00

  Just give me the score first.

• 1:50:11Speaker 02

  Score.

• 1:50:12Speaker 00

  Give me the score first.

• 1:50:13Speaker 01

  Well, I was going to build up to why I'm going to give you the score, but I'll just give you the score. The point is Messi's the goat. And sometimes you just cannot deny greatness. That's my point is it's like you're rooting against Michael Jordan. Michael Jordan don't lose. So I don't know how the, how Argentina got here. They beat multiple teams after being down in the last five minutes, two minutes, but Messi continues to pull it off. So stop hating on Argentina, just appreciate greatness. I think they win two, one.

• 1:50:43Speaker 00

  Okay. So check this out. Here's Kalshi. Look at the amount of volume, Vinnie. 1.25 billion dollars and 58% is on Spain.

• 1:50:54Speaker 02

  Yeah, I don't, I don't.

• 1:50:55Speaker 00

  58% is on Spain. Okay, that's the quote of the title. 58% has Spain.

• 1:51:04Speaker 02

  Because those are all Ronaldo fans.

• 1:51:06Speaker 00

  That is insane. And by the way, look at all the money coming left and right. Look at that $41, $11, $40, $225, $33. Wow.

• 1:51:14Speaker 01

  By the way, you asked me who I thought was going to win. That's like my prediction market. Where's my heart? My heart is with.

• 1:51:20Speaker 00

  Morocco.

• 1:51:22Speaker 02

  Top of Verde, top of Verde.

• 1:51:23Speaker 01

  Canada. You're not supposed to interrupt when I'm about to say Morocco. No, my, my heart, my heart in this matchup is with Argentina. Seeing Messi, see, he's the goat. See him go back to back on the way out of his career. That's just amazing to see. This is like Tiger Woods winning the Masters as the last major he ever wins and he's over 40 years old.

• 1:51:43Speaker 02

  Yeah.

• 1:51:43Speaker 01

  You, your heart goes with like the goats and the guys that have given us so much to cheer about. My heart, I hope Argentina wins.

• 1:51:51Speaker 00

  Tom is just trying to not lose his.

• 1:51:52Speaker 01

  Tom, change your pick then, buddy. Do it publicly, change your pick.

• 1:51:55Speaker 00

  Massive Argentinian audience and actors. What is that? So, so they have what percentage?

• 1:52:00Speaker 02

  65 Argentina, 35 Spain. Let's go, boys and girls.

• 1:52:05Speaker 00

  It just means we have a audience that goes, you know, one way, but the, the reality of it is, it was something very emotional about this guy winning yesterday.

• 1:52:12Speaker 02

  Oh my God.

• 1:52:13Speaker 00

  Something very emotional about the guy winning yesterday. I don't know what it was. They're just, you, you see the, the way they protect them, the way their teammates look at him. The guy scores the header instead of people running with the guy who scored a header, they run after Messi.

• 1:52:27Speaker 02

  Those are their hell.

• 1:52:28Speaker 00

  And he gave that pass with a right foot as a lefty. They put him into complete right side. It's like, why would you put him there? It, it was, it was unbelievable. So Spain, uh, Spain, Argentina, I think they're both great passers. They're very technical. It's going to be a good matchup, but you know, the, the Kalshi has got, Kalshi's got those guys. We'll see what happened. All right, let me do one last story and then we wrap up. So the last story I'm going to get into, do you want to do the Pete Hex's story with testosterone or Taco Bell?

• 1:52:54Speaker 02

  Let's do Taco Bell.

• 1:52:55Speaker 00

  Let's go to Taco Bell. So Taco Bell, you know, is, is got some things going on. So Taco Bell, let me find this story. Is it page 20? What page do you guys have it on? My notes are, are not, uh, can you just give me the page that you have? Cause I don't have it on mine.

• 1:53:10Speaker 02

  You have the page?

• 1:53:11Speaker 00

  Page 20. Is it page 20, Addendum or main?

• 1:53:14Speaker 02

  It's right.

• 1:53:16Speaker 00

  Main, page 20. Let me go to it.

• 1:53:17Speaker 02

  Oh, wait.

• 1:53:18Speaker 00

  Okay. The Taco Bell had a rough situation here, folks. Rough, rough situation. Voluntarily removed some ingredients at select restaurants amid cyclosporiasis outbreak. Okay. They limited the ingredients for selective restaurants at precaution during a growing outbreak. Although the public health officials have not linked the illness to the company, any restaurant supplier ingredient, Michigan has recorded 3,309 cases since June of 2022, since June 22nd, which is like two weeks ago, including more than 600 added. Since Monday and at least 44 hospitalizations, the state typically reports approximately 50 cases annually.

• 1:53:59Speaker 00

  More current infections are in southeastern Michigan with adults ages 30 to 39 representing the largest group. Vinnie, what's going on here with Taco Bell?

• 1:54:08Speaker 02

  Well, first of all, if I'm gonna be honest, Pat, I've never gone to Taco Bell and not have explosive diarrhea afterwards.

• 1:54:15Speaker 00

  So it's permanent for you, no matter when it is?

• 1:54:17Speaker 02

  No matter, and Humberto could vouch for this, like, and this is a true story. I was dealing with constipation, remember like the last trip that we had, I had to take those. No, I'm being dead serious, I had to take Metamucil, nothing worked, you know what my doctor finally said?

• 1:54:28Speaker 00

  What's that?

• 1:54:28Speaker 02

  Go to Taco Bell, get a beefy five-layer burrito, get a Baja Blast. I, no, Adam, I'm dead serious, and I almost didn't make it home, but you know what? The funniest part about this whole thing?

• 1:54:38Speaker 00

  The doctor really said that?

• 1:54:39Speaker 02

  The doctor said, when's the last time you went to Taco Bell? I said, sir, I haven't, you know, he's like, go there right now, and it worked. And I'm telling you guys right now, to be honest, this story-

• 1:54:48Speaker 00

  Tell me you're joking.

• 1:54:49Speaker 02

  No, I'm dead serious, my doctor, we're like this, Pat.

• 1:54:51Speaker 00

  He said go to Taco Bell.

• 1:54:52Speaker 02

  He goes, go to, he's like, when was the last time you had a Mexi-Mel? And I was like, they don't even make them anymore. He goes, they'll make whatever you want, but you ready for this? This story's not gonna change anything. Yesterday, we drove by a Taco Bell, line wrapped around the damn building. Americans don't give a damn. Remember 15 years ago? Taco Bell admitted that their beef wasn't, it was only 88% beef, the rest of it was binders and seasoning. You know what people said? I don't give a damn, are you open till 2:00 in the morning? Yes, give us some cinnamon twists, I'm gonna keep coming to this damn place. I'm telling you right now, even though this is the story, I would still go to Taco Bell. What, you think he's not gonna go?

• 1:55:29Speaker 11

  Do you remember the chihuahua, Yokero Taco Bell?

• 1:55:30Speaker 02

  Yeah, they sued, they didn't, like, somebody sued because the voice was being offensive, or they stopped using the little, the little chihuahua. But yeah, Tom-

• 1:55:38Speaker 11

  Yokero, Yokero blowing mud.

• 1:55:40Speaker 00

  So, you know, I used to go to Del Taco a lot, because Del Taco on their menu, they had the supreme something. Is it the Del Taco menu that had the supreme burrito or supreme something?

• 1:55:50Speaker 02

  Oh, I love that.

• 1:55:51Speaker 00

  Was it Taco Bell or?

• 1:55:52Speaker 02

  They even sold cheeseburgers there, bro.

• 1:55:54Speaker 00

  Go to Taco, go to Del Taco's menu, just right there. Can you go to their menu, there was something they had that's just-

• 1:56:00Speaker 02

  Oh, you're getting me so hungry, Pat.

• 1:56:01Speaker 00

  Right there, keep going lower, what is that guy right there, the big one?

• 1:56:03Speaker 02

  The big, oh.

• 1:56:04Speaker 00

  The burrito, go on the burrito.

• 1:56:05Speaker 02

  Epic, it's an epic burrito.

• 1:56:07Speaker 11

  Says colon cleanse.

• 1:56:08Speaker 00

  Uh, what does it say?

• 1:56:10Speaker 02

  Jacked up beans, Pat, these are, epic beef and bean burrito?

• 1:56:14Speaker 00

  That was just ridiculous.

• 1:56:16Speaker 02

  I'm gonna go to California.

• 1:56:18Speaker 00

  So, Adam, any-

• 1:56:19Speaker 11

  Do not eat within one hour of watching World Cup.

• 1:56:21Speaker 00

  What Adam likes to do is, Adam likes to drive with Uber drivers who go to Del Taco.

• 1:56:27Speaker 02

  Yeah, yeah, yeah.

• 1:56:28Speaker 00

  But Adam, there you go, burrito supreme, is that Taco Bell or Del Taco?

• 1:56:31Speaker 02

  That's Taco Bell.

• 1:56:32Speaker 11

  Pooping Pedro.

• 1:56:33Speaker 00

  Apparently, I ate a lot of these back in Glendale days, because we had a Taco Bell down the street.

• 1:56:37Speaker 02

  Were you regular?

• 1:56:38Speaker 00

  I've been regular my entire life, I don't have a problem with that, it's just I don't need a Taco Bell to help me out. Adam, your thoughts?

• 1:56:45Speaker 11

  Listen, that Uber driver situation was the second worst Taco Bell encounter that I've had in the last few months. I don't get why people love Taco Bell.

• 1:56:54Speaker 02

  Oh, you don't know.

• 1:56:55Speaker 11

  Like, my girl loves Taco Bell, I was on my way to her house, she's like, can you stop at Taco Bell? And if you know downtown Miami, there's, right if you get off the highway, there's a Taco Bell right there. Never been there in my life. I go into the restaurant, because obviously I pulled up in an Uber and I got a different Uber.

• 1:57:10Speaker 02

  Like a man.

• 1:57:10Speaker 11

  And I said, what kind of zombie creature land is going on here? I'm waiting in line here, these two black girls getting in a fight, it's my turn, it's my turn. I was like, where do you got me in here? I, I walked out, homeless people everywhere, can I get a dollar, this, that, the other? I said, never again, there's two things I've said in my life before, never again. The Holocaust, going to Taco Bell, I don't get it, I don't understand why they get it. She, she loves it, being shocked that you have to go to the bathroom right after you go to Taco Bell. Should not be a shocker, that's like saying, hey, I just had a New York, uh, street meat hot dog on the corner. Oh, you hurt your stomach, hurt your tummy? No kidding, I don't get Taco Bell, but I love my girl, so I'm gonna get her to Taco Bell, but for me, never again.

• 1:57:53Speaker 02

  By the way, the guy that did that, the odds of the 1 in 625 trillion, just did a really quick one of how a Holocaust story could come into a Taco Bell diarrhea story? And it's 1 in 50 billion.

• 1:58:06Speaker 11

  We pulled it off, Vinnie.

• 1:58:07Speaker 02

  We did it.

• 1:58:07Speaker 11

  We pulled it up.

• 1:58:08Speaker 02

  Tom, Tom-

• 1:58:09Speaker 11

  But that's how strongly I feel about Taco Bell.

• 1:58:10Speaker 02

  Tom has a stat, like, Tom, this is something more serious, though.

• 1:58:14Speaker 11

  Wow, this needs some sort of case study here.

• 1:58:16Speaker 02

  Yeah.

• 1:58:18Speaker 11

  No, I mean, when you, when you, let me tell you. Places, Taco Bell, Del Taco, God bless you. And by the way, on the state seal of California, they used to joke, because they show a Spanish mission, and we used to say Taco Bell. You know, part of the state seal and the history of California, which was kind of half true, but crazy.

• 1:58:38Speaker 02

  But Tom, you had something about the, something was in the Mia, Tom, so you said something was in the water, though, right, Tom? With the lettuce, and this is something, something serious, though, let's be serious.

• 1:58:46Speaker 11

  The products they're talking about are susceptible to, you know, you know, bad pathogens when water that's contaminated irrigates the area within like a week of picking.

• 1:59:02Speaker 02

  Oh, great.

• 1:59:03Speaker 11

  Yeah, so.

• 1:59:04Speaker 02

  So, it's in lettuce, what'd you say, 90, how many?

• 1:59:07Speaker 00

  98% water.

• 1:59:08Speaker 02

  90% water, so it's-

• 1:59:09Speaker 11

  Anyway, guys, lunch is on me today, I sent you some Taco Bell, I'm an Uber delivery, you guys, I know you're in Rhode Island, it'll be there in-

• 1:59:16Speaker 02

  Thanks, buddy.

• 1:59:17Speaker 11

  About 45 minutes, you'll be in the bathroom in 46 minutes.

• 1:59:19Speaker 00

  Okay, all right, so there you go, we finished with a Taco Bell story. If I was to tell you we're gonna finish with a Taco Bell story, I would've said you're crazy. Going back to it again, gang, for those of you guys that would like to be at the networking event, be around other people that are seven, eight, nine-figure entrepreneurs, some of the people you recognize that are also content creators, and you want to be part of a networking event, whatever you do, June 29, 6 to 8 p.m., for anybody that bought Vault Conference tickets, generals will get a networking opportunity, executives will get a tour, founders will get a tour from Tom, and seals will get a tour, the entire facility, by me, the studio, the podcast set, my office, everything, those who have already purchased a ticket. Can you go to the link of what they need to fill out the information, Humberto, so they can do that, and I put the link below as well?

• 2:00:04Speaker 00

  That link we had, uh, that is both, I think, in the description, as well as on the screen, that if you're looking at it right now, just go right here, go, is there a QR code for them to fill out? Is it shown on the screen right now as we speak? Perfect, go on that QR code, fill out the fact you've already bought a ticket, and if you haven't, go to vault2026.com, get your ticket. Let's spend three and a half days together, August 31st through September 3rd, in Las Vegas MGM Grand Arena. God bless everybody, have a great weekend, we'll do it again next week, take care, bye-bye, bye-bye.

• 2:00:40Speaker 07

  Now, more than ever, we need someone on our side, but Rob Whitman? Whitman's votes drove up costs, cut Medicaid, and risked 350,000 Virginians' healthcare to pay for tax breaks for himself and his donors. He's not on our side. Shannon Taylor will fight corruption, cut taxes, and bring down costs. This November, vote for Shannon Taylor, she's for us. Paid for by HMP, the House Majority PAC dot com, not authorized by any candidate or candidate's committee.

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