11/11/26: Jim Jordan Picked For House Minority Leader, Anthropic Plots $1.4 Trillion IPO, Pod Save Panelist Claims Gaza Hurt Abdul
44m 51s
The podcast explores multiple intersecting themes: political dynamics, technological risks, and humanitarian crises. Jim Jordan’s rise as House Minority Leader is framed as a populist victory within the Republican base, yet criticized for inaction and compromised principles, especially in tech regulation and accountability. His record with whistleblowers and antitrust efforts raises concerns about authenticity in his populist image. Meanwhile, the AI sector faces deep structural vulnerabilities, with companies like Anthropic and NVIDIA relying on public capital despite operating at losses and potentially exposing national security risks, such as alleged ties between NVIDIA leadership and China. The Gaza crisis is depicted as a humanitarian disaster, with flooding, poor sanitation, and overcrowding in tents leading to disease outbreaks, while policies appear designed to isolate vulnerable populations. The discussion also touches on political messaging, noting that using terms like "genocide" in Gaza discourse underperforms in elections, suggesting strategic language choices matter for electoral success. Commercial segments promote Progressive insurance, Odoo as an integrated business platform, and Coca-Cola as a holiday favorite, while also highlighting ChatGPT as a productivity tool. The overarching tone reflects a cautious, skeptical view of current political, technological, and humanitarian trends—highlighting both ambitions and risks in modern governance and innovation.
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Well, we've been talking a lot about populism on the left.
Populism on the right has pushed for Jim Jordan
to take a serious leadership role.
In fact, to take either the speaker role
or the minority leader role in Congress for years.
And finally, rather quietly, scored a victory yesterday
as Jim Jordan defeated Steve Scalise,
obviously a member of the establishment wing
of the Republican Party, that's Scalise's,
to become the House GOP leader.
He's minority leader for the upcoming Congress.
And he secured this victory pretty easily
after all of these years.
Now, on the other hand, if you're agitating,
you're not going to win.
So, we're waiting for Republicans
to be a little bit more au courant of the moment
and in touch with their own base
after what happened last Tuesday.
This is Jim Jordan back in March
speaking in regard to the Iran war, C2.
American people have common sense
and they understand to stop this regime
that for 47 years has killed Americans,
killed Israelis, killed others,
and killed a number of their own people,
to stop them from getting a nuclear weapon
is a worthwhile objective.
And President Trump is committed to
achieving that goal.
And if that means prices go up for a short time,
I think Americans understand
we can live with that.
If that means prices go up in a short time,
I think Americans believe we can live with that.
You know, Jordan became, on the one hand,
a champion for the kind of Tea Party populist wing
of the conservative movement,
all of whom, almost all of whom,
are publicly very happy
that Jordan has been elevated to this role.
A lot of Freedom Caucus folks
are happy that he's been elevated to this role.
He had the support of people like Anna Paulina Luna.
On the other hand,
he got very involved in the rights fight against big tech
when there were censorship issues with us,
actually at The Federalist.
When I worked at The Federalist,
Jim Jordan was like one of the biggest champions
in the Republican Party against Google
that was using all kinds of goofy ways
to try to suppress The Federalist back in,
I think this was 2020, maybe 2021.
But, but,
let's put up this Will Chamberlain tweet
from a few years ago.
This is C6.
That soured because, as Will put it back in 2022,
quote,
Jim Jordan has been throttling Republican efforts
to take on big tech for years.
His memo from the hearings back in 2020
showed that his strategy was to make consumers,
quote,
aware of censorship so the, quote,
market can respond while stopping antitrust in its tracks.
Jordan was ultimately not supportive of legislation
that had the support of Ken Buck,
Mike Lee, and others
when it came to, like, sort of rubber meets the road,
putting your money where the mouth is,
antitrust legislation that would chip away
at the power of some of those big tech companies.
And this was a battle that happened under the surface
and didn't really surface again yesterday.
Here's Mike Cernovich, C7,
just showing you some kind of conservative voices.
This is back in 2023.
Cernovich posted,
Jim Jordan was handing out Google lobbyist memos
during antitrust reform.
He,
he protected big tech during the Trump years.
War Room was one of the few places
to reassert issues with Jim Jordan.
Steve Bannon's War Room yesterday,
as he won this vote.
Let's listen to C5.
And I think people need to understand
who Jim Jordan really is.
And, you know,
it's obvious that he's very popular
with a lot of people in the base.
And I talk to them all the time
when they come to DC.
And I just,
I have to ask them,
do you even follow his,
his career?
Do you?
And so,
you know,
what do we know about Jim Jordan?
So we all loved Louie Gohmert,
the Texas congressman
who was an absolute patriot,
just top-notch patriot.
Why did he leave Congress?
He left Congress because it was his turn
to be the chairman
of the House Judiciary Committee.
And Kevin McCarthy bumped Jim Jordan
above Gohmert
so that he,
so that Gohmert wouldn't do anything
at the House Judiciary.
And like he was told,
Jim Jordan did nothing.
He didn't,
in this last session,
did he impeach any judges?
Did he go after anybody?
What did he do?
He did nothing.
So do you know who knows
that Jim Jordan did nothing?
All of the FBI whistleblowers.
Because when the Republicans
were running in 22
on that midterm
to gain control of the House,
which they did,
right?
Jim Jordan went around the country
saying,
we've got FBI whistleblowers
and we're going to blow the lid off.
We're going to blow the lid off the FBI
and just put us in
when we have the majority.
And what did they do?
They did nothing.
And at the end of that session
of Congress,
all of those whistleblowers
were basically exposed
and then abandoned
by Jim Jordan.
And so, you know,
it's like,
where do you want to go?
I mean, it's like
the man started the Freedom Caucus
and he had to be deposed
from his own Freedom Caucus
because all he did was cave
to Paul Ryan
and Trey Gowdy.
And so it just goes on and on.
Why people think
that we're going to get anything
out of Jim Jordan
is beyond me.
And Bannon agreed
with a lot of what McCabe said there
at the end of the clip.
Ryan, a fascinating asymmetry
popping up here
where Jim Jordan
did found the Freedom Caucus,
fell out of favor
with some folks
in the Freedom Caucus.
I also did check, by the way,
he, if you go to Open Secrets,
and you look at his campaign committee
and leadership pack,
he had not ever had APAC
break the top 20
of his donations from individuals.
So that's not,
they also gave from the pack,
but, you know,
from people who are affiliated
with APAC.
Suddenly this cycle,
APAC is at the top of that list
in the top 20
of donations
from individuals affiliated
and packs.
If you look at both campaign committee
and leadership pack.
By the way,
APAC saw this coming.
Seems like it.
Working on a story about that,
by the way,
so if you were at a candidate forum
and you happen to be watching this,
please get in touch with me,
emilyatbreakingpoints.com.
I have some questions for you.
But, you know,
he's,
it's the asymmetry
between the left
elevating, like,
people who actually
seem to understand
that you can't do the, like,
fake populism stuff anymore
because it's not going to work.
We're not elevating them
to the leadership position.
We'll see.
We'll see.
We'll see.
We'll see.
And then on the right,
it's kind of coming full circle
where you have
Tea Party champion
Jim Jordan
being almost distrusted
by, like,
half of that wing
of the Republican Party
right now.
So,
I'm, like,
secondhand embarrassed
for House Republicans.
What,
what's wrong with them?
The only other option
was Steve Scalise.
And what's wrong with him?
Like, why not,
why not Steve Scalise?
You could go with Steve Scalise
and just accept,
we were talking about this
with John Thune
earlier in the show,
just accept that you have
a kind of swampy character
like Kevin McCarthy was
who knows he has
to keep you happy
because he knows
that there will be. So, they think of Scalise
as swampier than Jordan?
Yes, definitely.
And he is.
I mean,
he's been close
to a lot of the special interests.
He has a more moderate record
than Jordan.
Jordan was genuinely,
like,
to Jordan's credit,
he was absolutely a thorn
in Boehner's side
and Paul Ryan's side
and sometimes,
I mean,
he was close
with Kevin McCarthy.
Kevin McCarthy one time
told me a story
about how he learned
to work with
Jim Jordan
and how he very early
got the support
of Jim Jordan
which really pisses
some conservatives off
but you could have
a Scalise. He's describing
controlled opposition,
basically.
Yes,
but you could have
a Scalise situation
where you just accept
that you have,
you know,
typical Washington establishment
but make demands of them
that can end up
actually getting more.
They got more
from Kevin McCarthy
than they ever did
from Mike Johnson.
So, there's a case,
actually,
that Scalise would have been
a sort of
devil-you-know option.
I think I mentioned this on the Friday show, but I was talking to a conservative
source who was saying that, you know, they were making really good progress up, you know,
from the Tea Party up through 2014, 2015 in ousting, you know, Eric Cantor in the primary
as another primary or two, then overthrowing Boehner as speaker. And then when Trump won
the nomination, it kind of froze the Civil War because everyone just then pledged loyalty to
Trump. That's exactly right. And as long as you had the loyalty to Trump, you couldn't be ousted
in a primary. And so now you no longer have to pledge loyalty to Trump. So
it's thawing, fight is back on. So is this just, and then you see this, you're like, well, that's
pretty pathetic. Now, so is this just a temporary, like, how strong a hold does he have in power? In
other words, if we see in two years, which I expect we will see, a lot of kind of insurgent
right-wing candidates oust.
Establishment Republican now, because now they've become establishment, even if they came
up as insurgents, oust them. Is Jordan on his way out? Like, or can he, do you think he can capture
that energy? I would not want to be Jim Jordan right now. Honestly, it's unclear to me. At its
zenith, the Freedom Caucus probably was like 30 to 40 people who were voting very strictly in a
block. And that's when Jordan and Mark Meadows were really in control of it. And there was a lot
of synergy.
If there's a significant block of people who still want to organize as the Freedom Caucus, I mean, its
power has diminished enormously, I think, just because of whoever that source was brilliant. That
was just like a great diagnosis of the situation. It's diminished because Trump is really the power
center. And you don't really want to struggle against Trump. Like, it's been awkward for people
like, yeah, Anna Paulina Luna, Lauren Boebert, Massey's like HFC adjacent, but not a member of
HFC. So if there's a big enough block,
so lobby against them, I think that's the jury is out. But it seems like the motivation is there because it does seem like Trump has kind of lost his power or his spell kind of over Republican voters. So people are scared right now, like Lauren Boebert lost her seat. So that's a message to other people who are in even like comfortable red districts that it can come after them, too, if they continue to follow an unpopular president with unpopular policies. So we'll see. But that's, it could prove bad.
Yeah, I mean, it could prove bad.
So we'll see. But that's, it could prove to be very, very, very tough for Jim Jordan to maintain his, let's say, goodwill that he's built up over many years, proving to work with the establishment under Kevin McCarthy. He's a thorn in their side. Then he shows he can be worked with under McCarthy. That's why he wins this vote now. So can he maintain that goodwill and keep the populists happy and keep the establishment happy? I highly doubt it.
And any sense of where the,
the so-called groipers are on Jim Jordan?
I'm sure they're very anti.
And does it matter at this point? Are they, are they more kind of high-level actors who are shifting and kind of at the national level, but not really playing in House races yet?
Yeah, my sense is that they don't take a deep interest in like individual House races at all or in the day-to-day of the House.
They'll probably change at some point.
Maybe. Yeah, my sense is that they really don't take a deep interest in the parliamentary procedure, like SAVE Act on the Senate side. I didn't see a lot of agitation over that.
It seems to me like they're more-
Right, because they didn't want to save the Trump administration.
Definitely not.
They wanted to bury it.
Definitely not. Yes. So, interesting question, but quite a development. I mean, this is something the conservative movement has basically been begging for and dreaming of, fantasizing about for a decade.
And here it is, but will it go the way people expect? I do not know.
All right. Well, meanwhile, Dario's warning that we might just end the world in the next 12 months anyway.
Let's get to it.
Sometimes you make questionable ones, like buying a new TV that's too big for the wall because the electronics store employee was a little too good at their job.
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This was just yesterday for this.
As the IPO closes in, here's a little bit of what he had to say.
You let us know if you find this appealing.
We look at things like cancer, Alzheimer's, heart disease, mental illness.
These will be relics of the past in, I think, less than a decade.
And I believe that the company which gets the risk right will also be the company that has the license,
to operate, that society trusts, and society believes can build the benefits in the right way.
I think if we do this right, we can create an age of miracles
where humanity is able to solve problems that have eluded us for millennia.
We have to make sure that all the risks, all the ways that things can go wrong with this technology,
we very carefully address those risks.
As we bring the. As we bring the benefits, and as we have a viable business at the same time.
And I invite you to join us on the next phase of this journey.
Ryan, a man we can all trust.
Well, Dario, confirmed fish head, obviously.
You're kidding.
Age of Miracles.
That sounds right, though.
It's a chorus from Golden Age, one of their more gorgeous songs.
And that's got to be a reference, right?
You think so?
Come on, Age of Miracles?
It probably is.
And he's also right.
In the perfect demographic for you guys.
He absolutely is in that demo.
That's him.
Like, I can see him with a t-shirt at a fish show.
I guarantee you are going to get messages from people who say they have seen him at fish shows now.
The fish community goes hard for Ryan Graham.
He was an anti-Iraq war protester.
All right, let me know.
Have you seen Dario in the lot?
Have you seen this man in the lot?
We can put the next element up on the screen.
This is a little bit from the terms.
You can see current price range, $70 to $78.
Man, there's so much going on with this story.
Also, I wanted to mention Amazon and Google.
Reuters did a good story on this.
Amazon and Google are set for, as they put it in their headline, a big windfall with a massive IPO from Anthropic.
So there's so much on the line, which is why you see Dario pitching it in terms of cancer solving.
As Ryan said, our mics were off while we were watching the clip.
If you're all gone, the problem really is solved.
If everyone's gone in 10 years, he might be telling the truth.
The only way to completely eliminate mental illness within a decade is to just completely eliminate people within a decade.
Get out of here.
So what's really interesting in this, and we put up D3, so they're talking about a $1.4 trillion valuation,
which is something like a trillion less than they were floating a couple of weeks ago.
Yeah.
But what's most. What's most interesting to me about the way that they have structured this IPO, one, the seven founders basically retain all power.
They do not. Which, okay, fine.
Somebody's got to have power here.
It probably should be the public, not necessarily shareholders, but the public.
If the risks that you lay out in 70-plus pages of this prospectus are even remotely serious, such as the end of civilization.
But if you look closely at the way they structure this transaction, non-founders, so everybody but those seven people, can immediately unload 10% of their shares.
So that is unusual.
Normally, you're locked in for at least six months, usually more, so that you can't just do a rug pull with the public.
So what has happened here?
Anthropic has raised hundreds of billions of dollars from private capital.
Companies like. Like Amazon and Google.
Private credit, yeah, around the world.
And they're running at this absolutely massive loss.
They have basically tapped out the entire private credit world.
They've taken all the private credit they can and invested it in these data centers and compute.
They have something approaching a trillion dollars in liabilities next year for the compute and data center build-out costs that they've already signed.
They have something like $30 billion.
$30 billion in profit.
Or revenue, I should say, not even profit.
Revenue coming in.
So that's a giant gap there.
So therefore, to keep this pyramid scheme going, you need to find new investors.
Your private investors are gone.
Now you need public investors to come in, the public, not the governments, the public.
By the public, they mean your 401k.
It's not even going to be up to you, really, whether or not you invest in this.
If you've got a diversified enough 401k or IRA, the asset managers are going to put some
anthropic in there.
That money, instead of being invested directly into the company, as is supposed to happen
after an IPO, is going to go to these employees who immediately can unload 10% of their shares.
So if the thing blows up, at least they can walk away with converting 10% of their wealth.
Which would be a lot of money.
It's a huge amount of money.
San Francisco, I was out there a little while ago.
People were saying that people are snatching up houses now.
Oh, gosh.
Because.
Because they're nervous about the coming open AI and an anthropic billionaire classes
that are going to be produced, who are then going to be driving up housing prices even
further.
They can see on the hills this charging cavalry of billionaires that are going to be minted
by your 401k.
And so over the next year or so, in this bizarrely structured IPO, there are going to be a lot
There are 23 different moments where different insiders can unload more of their shares.
So if they really were confident that this was going to be immediately the $1.4 trillion
or long term going to be the $10 trillion, or I think they said at one point the entire
world's GDP was their max capitalization.
If they were confident about that, you don't need to create 23%.
Like, if they were confident about that, you don't need to create 23 exit ramps for your employees to cash out their shares.
And when I say cash out their shares, they're giving you the shares and taking your money out of your 401k and turning themselves into billionaires.
And then if those share prices collapse, they've got the mansions in San Francisco.
You've got a 401k that's down 50 percent.
Yeah, the amount of, I don't know, the amount of the economy, the amount of trust that is built into this or will be built into this is, I don't know.
I think it's actually really frightening because they then need to show that they're cash flow positive, that they can be significantly.
they're now, like many of these companies, operating at losses that are just staggering
losses and funding data centers. What we're being told is a manufacturing boom because of all the
jobs that the data centers are creating in construction right now. And that, if this all
blows up, the amount of our economy that's tied into it, and there are reasons, by the way, to
believe that it could blow up. In fact, the ones that you just outlined built into the structure
here that's this is pretty frightening actually the nvidia example right now i just this is we
have a vo that we can play right now this is d4 the nvidia example is not a bad one of how fragile
this entire circle or scheme is this is cbs news saying video from may 2025 shows nvidia ceo jensen
wong with alice wong no relation a former tech executive whom authorities are investigating as
a possible chinese intelligence asset the footage filmed in taiwan shows the pair arriving in a
restaurant embracing and later leaving together. Jensen Wang has acknowledged having an affair
with Alice Wong and the allegations have raised questions about whether NVIDIA was targeted by
Chinese intelligence, et cetera. You know the story by now, but they've lost a whole lot of
money in the last week since this happened. He's probably going to stay on as CEO, but. Until he goes to prison.
Yeah, let's see, because the amount of trust in NVIDIA that is directly related to Jensen Wang,
who has been there for so many years and has been integral to its success, it's so fragile.
All of these companies are so fragile.
And they're such a, like, NVIDIA itself is, I think, like 6% of the S&P 500.
And when you stack all the companies on top of each other,
because some of them are in these circular funding schemes, NVIDIA in particular,
the economy right now is just, it feels like we are just a hair away from something really, really dangerous.
Right. A huge portion of the stock market is NVIDIA.
Yeah.
Like just NVIDIA alone.
Yeah.
So I know somebody.
So by the way, there's a short seller report.
I think Saga was talking about it recently from earlier this year that laid out publicly in like May of 2026.
Their theory that there was a quote unquote special relationship between Jensen and Alice here.
Or if that's her name, which of course it isn't.
Right?
Is she a Chinese spy?
Is she using her real name?
No.
I don't think so.
And they laid out all the reasons why this was happening, and they showed directly how it was that it appeared like NVIDIA was getting around all of the restrictions that the U.S. places on whether or not their chips, which we claim are these huge national security issue, are making their way towards Chinese companies.
and apparently this has been an open secret on wall street and in silicon valley for a very long
time and so if that's the case um why how did how did if it's if this was public in like put it on
the internet how did the nsa and fbi like not find it if it was public like you're demanding all of
these surveillance authorities and you want to break the ability to do encryption uh in order
to read that report all you had to click was the capture thing i'm a human yeah and and then you
can just read it like what is there's somebody explained this to me because you're you are making
big claims about how seriously you take this stuff that are not matched with your actual behavior
So let's put up the next element.
This is from the Asia Bureau chief over at The Information.
We find out how long Alice Wong has known Jensen Wong and identified her real company, Shanghai Century Litong,
which enabled at least $7.5 billion of NVIDIA chip sales to China since 2023, bigger than previously reported.
So the obvious possibility here, it reminds me a lot of the conversation swirling around Mitch McConnell's wife, Elaine Chao,
who the Daily Caller has reported, actually is pretty deeply intertwined through connections
to the ruling class in China. The obvious possibility is that there was
a little espionage happening knowingly, meaning Jensen Wong was also feeding information about
China to the United States, or Elaine Chao was doing the same thing. Why would Elaine Chao
be confirmed as
cabinet official.
You mean reverse espionage, like feeding to the
double agent type of thing, where we know
and we tell them we know
that they're being used
for this purpose, and
yeah, that's the only possibility that
makes a lick of sense. So we just gave them all these chips
and maybe we put little doomsday devices
in the chips?
We actually outsmarted them.
I highly doubt it, but it's the only. Maybe he seduced her.
It's the only possibility, like, listen,
I always assume that everything is incompetence.
Jensen using his charm for patriotic purposes.
Incompetence is actually always the Occam's razor suggestion that makes the most sense.
And I think it does make the most sense.
But if we're trying to, like, say that there's some, how could we not have known, right?
That question is just lingering over everything, hanging over absolutely everything.
And it's a legitimately good question.
There is a possibility that we did know and we were using it for our own purposes.
the scoop about actual chip sales happening, that probably changes things a little bit. But
maybe we didn't know about that part and we weren't doing a good job even using someone
in that sense. But I think we'd be remiss not to mention that possibility.
Also, if you have a security clearance, particularly if you're working on China,
the CIA requires you to alert them to basically any contact with a foreign national,
Such that it is so obnoxious that a lot of people who have, like, small consulting contracts with them find it just too onerous and just say, forget it.
Like, not doing this anymore.
These are very, you know, peripheral type figures who, like, have to tell them, hey, here's my flight details.
Here's who I'm having lunch with.
Like, people who don't really have any classified information, but just because they do work in the China space, have some security clearance.
Here you have the CEO of what we have determined to be the most important kind of keystone company in our national security architecture.
It's on a different scale than McConnell's wife, yes.
- Having an affair for a year or years.
- Yeah.
- With a Chinese woman who is probably,
like who anybody looking at them would be like,
"Yeah, she's a spy."
- It's so obvious.
- Like if there's somebody did a good flow chart,
it was basically like, you know,
are you the CEO of an AI company
that's worth more than a hundred million dollars
Is your mistress a 10?
Like, if yes, she's a spy.
Or you're just a billionaire.
Or she's just in it for the money.
I don't know.
I think anybody who was like, yeah, this is a spy, obviously.
Yes.
Meanwhile, Jim Cramer.
But to not disclose that is potentially criminal.
Yes.
And, like, we'll see how this unfolds.
Because the short sellers, the reason they put the report out was they were like, we're short NVIDIA because we think they have this illegal China exposure that's going to drive their stock into the ground.
Yeah.
And now what are they doing?
Now they just got absolutely pummeled.
Well, and Wong was always a huge proponent.
And he has, obviously, like, logical reasons for making this argument.
But he was always a huge proponent or an opponent of the China hawks who said you have to lock up NVIDIA chips from China.
You cannot let them get to China.
It's a huge problem if they do.
Wong was saying you're actually hurting American power if you block trips from going to China because this way we can spread American power, create dependence on American power and in this company.
But now, you know, the questions of whether that motive was pure and sincere are legitimate.
People were always really frustrated with him for making that argument because to China hawks it seems like a no-brainer.
Like, of course you wouldn't want the source of, like, American economic power and dominance into the future to get into the hands of China.
I think there's legitimate arguments on both sides of that.
But people will now be like, huh, I wonder why you were on that side of that, Jensen Wong, who was in your ear convincing you that this is the right way to go.
But it's a great why we're losing to China metaphor.
It's like, so we take all of our 401ks and hand them over to these dudes in order to build our AI industry without anybody being asked whether or not that's something that we want to do.
China sends a woman to just.
Seduced Jensen Wong.
And Jim Cramer says, we got to put this up.
Time to buy.
Unusual Wales reports.
Jim Cramer says NVIDIA is the cheapest it's been in 10 years and that now is the time to buy.
So if you follow Jim Cramer for trading advice, there you go.
It's right there for you.
We didn't want to leave you without that, of course.
Yeah, down.
Right.
So it's down 24 percent over the past month.
So he's.
Maybe Cramer's right.
He is.
He might be about this one because this company is so important to the economy.
Again, it's like over six percent of the S&P 500 is I think what I read yesterday.
So all of it too big to fail, too big to fail, too big to cheat.
Unbelievable.
All right.
Let's move on, Ryan, to updates from Gaza, which is just going through horrific conditions right now.
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Democratic operative Joel Rubin made a provocative argument.
At the Crooked Con, this is the, uh, wait, what's it called?
Uh, Pod Save America.
Pod Save.
Oh, where did we start?
It was Pod Save, Pod Save America?
Yeah, yeah, that's what they're called.
Pod Bros is like.
I know.
All right, sorry.
Uh, three, two, one.
Democratic operative Joel Rubin at the Pod Save America Crooked Con conference, uh, made a provocative argument, uh, this week.
I want you to hear how the crowd, uh, responds to this.
Let's roll this first clip.
A couple of things.
First of all, on, on the way that we talk about this and engage in this, if, if you do a bit of a political back of the envelope analysis of the election, uh, I think only two Senate candidates said the word genocide, and they were the two worst performing Democrats, uh, Syed and Jackson up in Maine.
Most of the rest for the Senate did not say that word.
It's very important.
There was a lot of concern about war crimes.
There was a lot of concern about the war in Gaza, without a doubt, the weapon sales.
But there are lines that I think we need to make sure that we're trying to be, if we want to be inclusive as a party, the word genocide, first of all, has not been confirmed in any international court of law as something that occurred.
It has not, no, there are opinions, but there's not, I know I'm, I'm going to push back.
Don't, don't, hey, hey, hey, we're not, we're not.
You can do all you want.
You don't boo my panelists.
You can do all you want, but I'm going to, I'm going to say it.
No, let him hear it.
Let him talk.
And, and in a political level, uh, Israel, Palestine did not score at all.
Uh, Iran scored.
Iran scored as an impact issue when it came to gas price spikes.
Okay.
But those are reality points.
And most of the races that were won in red and purple states that this issue was not described as we just described it here.
So if you want to win those States, keep that in mind.
So he's apparently referring there to Abdul El-Sayed in Michigan and Troy Jackson, uh, in Maine, this tired conversation about performance and, and, and over-performance, which completely neglects the kind
of the opponent they were running against the amount of money spent against them.
You know, say what, say what you want about Mike Rogers and Susan Collins.
Like they were the two most formidable candidates that I think Republicans put up like, this is, they're not Roger Marshall and Ken Paxton and whoever they put up in North Carolina, not Darlene, Darlene Graham.
So like just, just that alone and to zero in on this.
Oh, this is like, if they had just said ethnic cleansing and not genocide, then they'd win by nine rather than seven.
To me, it's like, what, what are we, what are we even doing here?
So who is this guy?
So Joel Rubin was actually like, he's a partner at a democracy partners, a DC kind of DC firm, um, uh, which was the one that was in the lawsuit with James.
O'Keefe, if you remember those guys, um, he was Bernie's liaison at one point to the Jewish community.
So he comes from a sort of progressive leftist world.
Ish, yeah.
Um, the, um, yes, like, and, and he has used that kind of time that he spent in the Bernie campaign as the, as like, as a former Bernie guy, let me say that the left is, you know.
Wrong about it.
X, Y, and Z.
Wrong about X, Y, and Z.
Um, when, um, but if you, and people who were there say that the, the kind of satisfying thing about this or for the moment is that the crowd was basically completely unified against him.
And this is a fairly centrist.
All right.
Centrist is not fair.
No, I mean, center left center left.
Yeah.
This is not a DSA conference.
No, it was here in DC at a fancy hotel.
Like it's.
Pod Save Bros.
These are Obama staffers.
Right.
Right.
And that's not, that's not where this audience is in this moment.
Um, so, you know, whatever you want to call it, let's, let's put, we can put up, um, E2 here.
This is the fourth winter that Palestinians in Gaza are living outside in the elements.
It's, you know, horrifying to have to live your.
Entire life in a tent.
If you're not choosing to go camping, you know, for any stretch of time, no matter how good the weather is.
But in the winter in Gaza, they get heavy rains.
And as you're, and if you're listening to this and not watching, here's footage of just absolute, you know, inches to feet of flooding, just destroying everything.
Yeah.
That, and there's like.
Footage of inside.
Inside tents.
So all of their possessions, which, you know, people were that people were able to take from their destroyed homes, um, are just now getting ruined while, you know, since October, the world food program and world central kitchen have massively cut back because they don't have the money anymore to distribute, uh, to distribute food and funds.
Meanwhile, endless lines of trucks.
Yeah.
This is.
Drop site report, um, on, on the effect of world food program having to, you know, significantly cut back what it's been able to distribute.
Meanwhile, endless, endless lines of trucks outside of Gaza.
Israel continues to heavily restrict tents from getting in because they say that the tent poles can be a dual use weapon.
And if you go on camping.
Are you afraid of those tent poles?
Like these little fiberglass things, little fiberglass things.
with a little tiny metal tip at the end
where you stick them together.
But I also thought Hamas had been eradicated.
I was under that impression, of course.
Well, they do have a ceasefire with Hamas.
And in the ceasefire,
they agreed to allow in reconstruction equipment.
Meanwhile, you put up E3 here.
So they have set up this yellow line.
This is a topographical map.
Look how closely the yellow line maps
with the lowest-lying areas,
so the kind of yellow and green there.
And if you're just listening to this,
effectively what they've done
is they've pushed the 2 million Palestinians inside Gaza
to the lowest-lying areas of the Gaza Strip
so that when the very predictable flooding comes in the winter,
everything gets absolutely ruined.
I don't even know what to say about that.
And. We talked earlier that they also destroyed
the kind of sewage treatment on the way out,
like blew up a bunch of the sewage treatment.
And so there's just now raw sewage everywhere,
which has then led to this explosion of the rat population.
And the rats are able to get into the tents,
like nibbling at people while they're sleeping
and, you know, getting into the flower stalks or rice or lentils.
Sleeping in standing water.
Yeah.
Just horrifying.
You're already trying to sleep,
probably elevated over standing water with flooding in a tent.
And then rats are nibbling as trash floats next to you.
In the past, we've seen serious illnesses break out
because of these conditions, right?
Yes.
Heavily, a very young population.
Yes.
The number of respiratory illnesses,
heart conditions that are ripping through the Gaza Strip
is also surging without. Yeah.
What is the Gaza Board of Peace and Jared Kushner doing?
Yeah, not much.
Awful. Awful.
Appreciate Dropsite staying on this, Ryan.
Yeah.
All right.
Well, that'll do it for us for today.
We're going to have an AMA.
If you're sticking around for that, that's for premium subscribers.
You can go to brainpoints.com, sign up for it there.
Yeah, I was going to say, we have a lot of new premium subs, so welcome.
If you're a premium sub, we do the AMAs,
and we do them afterwards.
We do them after the show, and they're a lot of fun,
and you get to submit questions.
So another reason to become a premium subscriber.
Also, by the way, I wanted to mention,
on a Friday show a couple of weeks ago,
I said that Trump vetoed the housing bill,
the Tim Scott, Elizabeth Warren housing bill.
I've been meaning to. One of you pointed out to me that he didn't actually veto it.
No, he just didn't.
He refused to sign it.
But it became law.
Yes, and I've been meaning to correct that.
Yes, this was like two or three weeks ago.
I was sick last Friday, so I couldn't do it.
But thank you for that correction,
because it's a great point.
He just. He just refused to sign it,
because it didn't have the SAVE Act in it.
And that came up because. Was I not there that day?
I would have been all over you.
I think you were not there that day.
I think you would have noticed that.
But we were talking about it
because Vance had campaigned on it,
had campaigned on the housing bill.
And I was noting, well, that's funny,
because Trump vetoed it,
but he actually just refused to sign it.
So the point stands either way,
but shout out to the person who caught that.
Always appreciate it,
and appreciate you guys very, very much.
Premium subscribers.
We're about to head into the AMA.
If you're not a premium sub,
breakingpoints.com.
I'll be back here tomorrow
for a Thomas Bassey interview.
Ryan, you back on Friday?
Yeah, see you then.
All right, see you then.
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Podcast Summary
Key Points:
Jim Jordan has been elected House Minority Leader, gaining popularity among Tea Party conservatives but facing criticism for lacking legislative action and aligning with establishment figures.
Jordan’s opposition to big tech, especially Google, was prominent, yet he opposed antitrust legislation, raising questions about his commitment to populist tech reforms.
Critics highlight that Jordan failed to act on FBI whistleblower claims and abandoned whistleblowers after gaining power, undermining trust within conservative circles.
The AI and tech sector is facing structural risks, with companies like Anthropic and NVIDIA relying on massive public funding despite operating at losses and opaque governance.
A report suggests a potential espionage link between NVIDIA CEO Jensen Wong and a Chinese national, raising national security concerns and fueling short-seller backlash.
The episode underscores how political messaging—such as using "genocide" to describe Gaza—can influence electoral outcomes, with analysis showing such language underperforms in key races.
Gaza is enduring severe humanitarian conditions, including flooding, sewage collapse, and rat infestations, while Israel’s policies are criticized for pushing Palestinians into flood-prone zones.
Progressive, Odoo, and Coca-Cola are promoted as solutions for insurance, business software, and holiday gatherings, respectively, within a broader commercial narrative.
Summary:
The podcast explores multiple intersecting themes: political dynamics, technological risks, and humanitarian crises. Jim Jordan’s rise as House Minority Leader is framed as a populist victory within the Republican base, yet criticized for inaction and compromised principles, especially in tech regulation and accountability. His record with whistleblowers and antitrust efforts raises concerns about authenticity in his populist image.
Meanwhile, the AI sector faces deep structural vulnerabilities, with companies like Anthropic and NVIDIA relying on public capital despite operating at losses and potentially exposing national security risks, such as alleged ties between NVIDIA leadership and China. The Gaza crisis is depicted as a humanitarian disaster, with flooding, poor sanitation, and overcrowding in tents leading to disease outbreaks, while policies appear designed to isolate vulnerable populations. The discussion also touches on political messaging, noting that using terms like "genocide" in Gaza discourse underperforms in elections, suggesting strategic language choices matter for electoral success.
Commercial segments promote Progressive insurance, Odoo as an integrated business platform, and Coca-Cola as a holiday favorite, while also highlighting ChatGPT as a productivity tool. The overarching tone reflects a cautious, skeptical view of current political, technological, and humanitarian trends—highlighting both ambitions and risks in modern governance and innovation.
FAQs
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The Breaking Points newsletter delivers daily summaries of major news stories and provides links to key resources, helping listeners stay informed without needing to listen to the full show.
Jim Jordan is controversial because he represents populist Tea Party values, yet has been criticized for protecting big tech companies and lacking legislative action, leading to distrust among some conservative allies.
The discussion highlights concerns about massive investments in AI companies like Anthropic, with public investors being used to fund operations, raising risks of financial instability and ethical issues.
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