#302 Joe Lonsdale - If China Takes Taiwan, AI Sets Back 10 Years

Klaus Ulusonin asiakaskuulutus. Valoisia uutisia kaikille asiakkaille me. Nyt 30%-alennus Auringokennovaloista. Esimerkiksi puutarhalyhdyistä, parvekevaloista tai automatisista valoketjuista, jotka sopivat melkein minne tahansa. Nyt 30%-alennus Auringokennovaloista tai automatisista valoketjuista. 72%-alennus Auringokennovaloista. 163 worshipers had ducted from two churches in January of 2026. Shit is definitely popping off there. 8 VC led 11.8 million dollar investment in Tierra Industries. What is Tierra Industries? Yeah, these guys have raised tens of millions more since I backed them because once we're back I'm at law. I always thought people liked getting involved. Listen, it's too young, talented. Nigerian men. One of them was a physics limpiad. One of them had already built. Another company in his early 20s was successful. And they're building a defense prime for Africa. And obviously, after a palancy or I built a couple other big defense companies here. I know this space. And I have a few. Just a few. I appreciate you interviewing them. There's some great men. I want them to get credit not me. I try to help them out. And you know, it's like Africa needs stuff to do. And it's going to partner with a bunch of our stuff. And listen, these are really talented young men. They were already just trying to get going on it. We thought they deserved some resources and some help. And they're some partnership. I think it's good for us to be partners with the best and the brightest there who are on the side of the good guys. So how do those pop on your radar? You know, we see a lot of things going on. I have some old friends. One of my interns built a couple of big companies in Nigeria. Who's from, who's from actually a big Christian family there. Who's a prominent guy. Really, really good guy. We have others who kind of track and try to talk to the Physicist Olympiad winners around the world and see what they're doing. So there's lots of different ways. You kind of see this from a couple different sources. You see it's real. And then you send people over and get engaged. Did you, I mean, so with Terra, did you, did you found it? Did you co-founded? This one we were the first big institutional investor. So we took a big minority stake in the company early. I think it was about a 40 million evaluation. We put, you know, we bought a quarter of the company or give or take. And then it's since it's raised, you know, 20, 30 million more. It's closed in really big contracts. And the idea is like, you know, we know a lot about this industry. Let's help them. Let's help them scale it up around Africa. I have multiple spots, multiple governments they're working with. Let's have, there's certain things they're going to be the best at. There's certain things America has companies that are going to be the best at. Let's make sure we partner and help them. So if they're building, for example, or milk controlled cars, that are already working, which they are. If they want to make those things autonomous, maybe you partner with someone they go overland right. There's also all sorts of ways you can help them with our stuff as well. Where are they based out of? They're based out of a city, a suburb of a blog, doesn't that Jerry to start with. But then they also have stuff they're doing around East Africa. As well, and other doing multiple places with their manufacturing. So what else are they doing? And how does this tie into persecution of Christians? Well, I mean, you have to be able to monitor things going on. You got to build century towers. You got to build century drones. You got to be able to build defense drones. You got to be able to build cars and other things that can drive around autonomously and watch and have guns on them. So you basically need to be able to arm these people cheaply and affordably with the way to see what the bad guys are coming and a way to fight back and a way to deter the bad guys. And so it's not just that. It's infrastructure as well that's being attacked by these crazy people. You got to defend for the country. You got to be able to defend all sorts of different kind of assets over there. But you want and you want stuff that can help these innocent places defend themselves right now. They don't have any advancement, modern military, you know? Yeah, yeah, no. I'm aware. So do you know, do you have a little more context of what's going on on the ground there? Why are they persecuting Christians? Who's defending them? Well, this ties into the war that we're fighting right now in the Middle East. Let's be clear, right? This is this ties very closely into it. Is you have these basically crazy forces around the world that are funding Islamic Jihaditeir, right? And that does, unfortunately, like how the extremist's law must view things is that it's their job for them to dominate. And for everyone who's not Muslim, to have to basically like, you know, either submit or convert or pay attacks and have Muslim wins. So Nigeria is a country in Africa that's close to 50/50, right? It's slightly more Muslims than Christians. So it's a very obvious, very big target for these Jihadis and Iran who are setting out money and do bad things. This is the same types of groups, the Muslim Brotherhood. That's the same ones that run care in the U.S. and try to pretend that they're nice guys when they're not those are the same types of people who will go after this and say this is a chance for us to assert our Islamist dominance. And so it's a very big target to make sure the Christians lose and the Muslims win for them in that country. What do they do under the Christians? Over there. They're intimidating them. They're trying to scare them into converting. They're trying to kill them when they're in there. They're trying to take their women. They're trying to do basically horrible things, you know? I mean, in Syria, I think they were cruciflying them. It's hard for me to-- It's hard for me to-- Or if that was Nigerian. It's all over the Middle East. They've done this. I mean, listen, Lebanon, the stepping back for a second, Lebanon was a very safe, Christian-dominated country, right? This is like, like, Lebanon was one of the success stories still for Christians in the Middle East. It was a relatively peaceful place overall. The Constitution built in where it was shared power between kind of moderate, you know, Sunnis and Maronites and others. And what happened with Iran in the 80s, when they started just to fund all of this kind of nonsense, is they funded Hezbollah and they went in and they basically destroyed Lebanon as a safe place for people to live. And they made it a horrible, broken country and they tortured people and they killed people there. They actually not only tortured the people there, we had a CIA chief who was there in the 80s under Reagan and they caught him and they kept him alive for months, skinning him alive, torching him in every possible way to get his information. And so people say Trump's like convinced to do this recently. Trump saw that happen then. By the way, you see that happened to the CIA chief of America, tortured for months to get all the information. Like, you want to let those guys get away with that? I wouldn't want to let those guys get away with that. - What did this happen? - This is the 80s under Reagan. - Oh, okay, yeah, yeah. But this is like, so this is why such a big deal right now what's happening is because for the first time, like, that was one of the things that fell when Iran first started projecting its power after taking over, right? In the late 70s when the crazies came in and slaughtered people and tortured people and took over and started kind of spreading their nastiness. They spread it to Africa, of course. And they have lots of things there. But Lebanon was like the first really kind of like pretty healthy Christian, like part modern country to fall to this nonsense. And we may be within a month or two of actually cleaning out his bowl and taking it back, which is awesome. - Interesting. Interesting. So let me give you an introduction here real quick before we get into all the geopolitical issues. There's a lot of geopolitical shit that's going on in the world. So, Joe Lonstell, co-founder of Palin tear technologies, after Palin tear founded Adapar, invested or co-founded multiple US unicorns, billion dollar companies, Epirus, Palin tear, andro, Illumio, Synthego, Seronic, Ygobite, Asana, co-founding, Cicero, organizing dedicated to advancing educational opportunities and policy to transform lives in societies. Kofounder- ja mannistajien partnerin 8.000. DC venture capital firm that pushes for policies that encourage innovation Advisor to leading political figures advocates for a future where technology and policy work hand in hand solve our biggest Challenges welcome back. Thank you. Welcome back. Thank you. You know, we got a Patreon They're the reason I get to sit with you here today And so they get the opportunity to ask every single guest a question and this is from Tim It is being reported that the current data center infrastructure investment roughly 650 billion will last only three years After which GPUs can be severely degraded and will need to be replaced Traditional infrastructure investments like roads railroads and high voltage Which can last for 30 to 50 years with less of an investment is this level of maintenance for data centers feasible? I don't think they're totally useless after three years. I think the situation though is that there's so much better stuff based on the new technology You're gonna want some new stuff for certain workflows and listen that this is the most dynamic sector now of the US economy There's trillions of dollars going into it. There's so many smart people from around the world figuring out what new chip designs What new data center designs? How do you use AI to do every part of it better? How do you do the energy better? I've getting I'm getting pitches left and right and people this you know top guys around Elon top guys around Jensen all these top guys Spending so much money on this. I'm not worried. They're not going to figure it out I think I think it's a it's a great space that we are spending trillions of dollars. It's gonna drive America to the future Super it's gonna talk about AI, but these guys are figuring out the infrastructure. It's going the right way. What how are they gonna power all this stuff? I mean listen like I have friends who were like Getting the next natural gas turbines that were supposed to go to Turkey and they're rerouting them and spending a much money to put them in Texas Right and doing it that way we have all sorts of LNG massively coming online. We have all sorts of new solar We have you know billions of dollars of batteries coming online to make solar work better I think it's all the above as with Joe Kraft yesterday when we had a political figure over who owns a bunch of coal I mean listen every the solution is all of the above right the solution is every possible energy you can get It's gonna keep energy prices, you know healthy for a while, but it's gonna also gonna create and is creating massive investments into energy to make it work Which you look at China by the way China has now about I think three times the power we have starting with 99 We're about equal we were way ahead of them obviously in the 80s I think that's that's one advantage they have is they've put more of their Kind of resources into infrastructure. We're gonna need to put more resources into infrastructure I think a lot of the how well the our working class does is gonna be Tied in part to how much we can build more cheap energy for everyone to bring prices down for everyone So this is gonna be a big fight. We're I mean, do you know where we're at with the nuclear stuff? There's so many great companies going as fast as they can now. It's a shit ton of good cup The NRC it tailors got valor or top what is that valor Valor? J.U. Just started that company list Laser Commonwealth fusions building the first fusion plants. They're spending billions of dollars on it's very very you know credible now How that fusion parts getting better like 20 30s is gonna be huge the solar is getting more efficient There's massive new plants there with batteries act else putting in billions of dollars of batteries and Texas grid to make it work better and Make alternatives there work better. I think you know cold self-skitting more efficient even though I'm supposed to talk about it Like I think every everyone's doing I can't believe we're fucking talking about coal I mean why just with with Joe last night this guy who's going to be like There's every I think every I think every level is good to listen fusion in fission really fission has been held back By stupid regulation and got it got pushed 30 40 years behind where it would be I think we're gonna catch up. We're gonna do a massive amount of it I think all this stuff is good. You think a policies coming around for really it really is like even like the Texas legislatures Putting in like bonuses or someone gets a small, you know plant done there the NRC is now staff by people who are no longer Completely I think we've for the first time in 40 years started approving may 50 years by the way I think we started approving new designs again It's we're actually turning it back on it's like it's like we went through this crazy de-industrialization period in the US from 1971 to like 2023 or whatever and something about like Trump revolution but also something about AI and how AI could be used To unlock productivity growth. It's like we're back like America is now growing again We're now fixing things again. It's this is an optimistic time our enemies should all be really scared like we are clearly gonna be dominant This is now the American century again if we keep it up Hope you're right. Hope you're right man Lots of shit going on in the world right now. Yeah, I ran China's making moves on Taiwan Russia Ukraine still going up. We per Maduro out Cuba's in a fucking crisis We love it. I love it. It's like it's like leadership man. Come on guys are on the run Where are we where do you want to start? I mean the America's let's just say I mean, I mean, I love what we did with Venezuela. This is awesome. This is guys clearly a criminal and here's Sean Here's what people don't get this is really important when you have a place like Venezuela That gets taken over by these like cartels and these socialists and communists and just bad influences It's lots of problems for the US first of all. They're like allying with our adversaries They're working with his ball on others to prick weapons with them. They're allying with China for energy They're helping Russia, but in second of all they're spreading. It's like a virus. They're spreading their ideology all around the rest of Latin America All around the rest of the world and so what so like when you I was with the conservative president of Columbia L.D.K. Who was the guy before this guy and And they were protesters coming into his country and they were coming from Chile where they had just succeeded and just like worked You know to temporarily turn Chile left. Thank goodness we turned it back But they turned it very left and they were funded by Venezuela. They were funded They had Cuban people involved and they had a Russian technology It's like these guy fuckers in Russia still think it's a Soviet Union or something and they're still causing messes around the world And and you know why because if if they succeed and they make these things go hard left Like it's like having bad guys in charge who the bad guys gonna partner with and like plunder with they're gonna work with the other bad guys I've got to tell you this is one of those things I didn't realize how much I needed until I actually started using it Every device I got needs a different cord bone headphones watch. It's a mess Especially when you're traveling, but Ridge they fixed it. They're five and one travel power bank has everything built in So you're not carrying a bunch of cables around anymore. 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Thank goodness. There's a man in charge Mm-hmm. I mean what why I mean Mexico is We've been talking about Mexico for non-stop. It's complicated. Yeah. Why haven't we done anything there? Yeah Well, I think we have done a little bit there. I would have done a lot more there. You know my wife factually researched a lot of the rules for Texas what we could do and we helped sponsor something that got the governor declared invasion back when Biden was president. He's a good guy but he didn't end up acting more than declaring the invasion. If that was me and I was governor, I probably would have bombed a few fentanyl plants. I mean, dude, that's our border. Yeah. If you put a fentanyl plant next to my border, I'd blow it up. These guys are scared of Trump right now. He's definitely taken some strong actions. I think we saw as a port of Ayurte where they attacked the Costco and the airport after their leader got killed. I think there's some joint operations right now to put a lot of pressure on the cartels. I think the cartels are laying much lower. A lot of the border crossings were cartels. If you look at the amount under Biden, it was insane. I think we cut it off under this administration pretty dramatically. So the cartel funding has gone way down because they're not getting paid to get people across the border right now. And I think they're very scared of the fentanyl stuff. So right now, we're very busy, but we are doing a lot there. I think there's a lot more we could do there to go after the cartels. I bet we'll see that. Yeah. I think I know there's a lot more we could be doing. One thing that I just been diving it because we didn't hear anything about Venezuela forever. Then all of a sudden it popped and fucking yankin him out. I love it. But I've always just been curious, like, why are we going there instead of Mexico? I mean, you're talking about a three hour flight from Venezuela to the US. Mexico's right at our border. If you heard about the, in the answer that I keep getting is voting fraud, the voting fraud, I have a lot of rumors. I've heard a lot of rumors about that. And I believe that there was something that I were involved with. I think the voting fraud could have been a part of it. But listen, these guys, do you understand? I mean, I haven't met anybody that can articulate how the voting fraud has happened through the smartmatic machines that are affiliated with those. I understand in the theory how they could have done something illegal with them and been involved. And I think having a state actor helping makes it a lot easier to create a lot of false records and to do a lot of sketchy work, whether that was true or not. I just, I have to be honest, I don't know enough to know. I could definitely see it being true. I guess the thing I'd say, Sean, is that there's enough other reasons why Venezuela is something where we could act right away, where we could stop them from doing more deals with the Chinese. The Chinese delegation was there when we did it. Like, there was big deals going down with our adversaries right off our coast. And we had caught them sponsoring lots of horrible things around the Americas and working with a lot of other kind of bad forces. So I think, I think the Venezuela Cuba access then helps us put pressure on Mexico to take more aggressive action there and makes it easier for us to be successful because it turns off a lot of the funding for a lot of the worst elements. So what's going on in Cuba? You from there with that? Yeah, we got all this funny, crazy far left idiots there the last couple of weeks. And if you saw that at all. These people of us just hate America and hate the West so much. It's crazy who go there and go there and try to pump it up. Such a failed country. It's been about a year of real extreme problems and real extreme suffering there. It's not clear to me what the exact triggers going to be. But these people are the regime is in huge amount of trouble. I mean, there are infrastructures falling apart right now. It has been for decades, but it's gotten really, really bad. I mean, they're just so desperately pouring. Everyone's like, oh, they go far left. Like, oh, it's because you blocked them off. They trade with the rest of the world, by the way. They're just, they just don't have property rights and they don't have it and send it for anyone to invest. And you know, I think a lot of smart people, of course, have fled because why would you want to live in a place where people are making $20 a day and everyone's forced to prostitute themselves. And if you do work really hard, you just get the attention of the government guys who steal it from you, right? This, by the way, this is like human history for 10,000 years is anyone who works really hard and builds something. If you can't defend it, it just gets taken away by the, by the thugs in charge. That sounds like California. But that's, I mean, that's why we were so miserably poor as a species for, for thousands, thousands of years. There were no property rights. Like, like, the enlightenment in the West is this really important thing we forget to teach kids about. Like, the enlightenment that like led to understanding of these things, led to understanding of why, why natural rights was so important. And then, and then the battles to get those natural rights and to put, you know, you know, John Locke, like life, liberty and property in place. Like that is, that is core to everything. That's why we have all the nice things we have. And, and that, and that, and that, that Cuba doesn't have that, right? So it's, it's a miserable place. And if we can get it back in the right direction, that'd be so good for, for them and for the world. And I, you know, I think Secretary Rubio really passionate about this. And I, he's pretty clear he has a plan. And I think after fun as well, that this is clearly going to be something that we would be working on. I know how we do it. But I think it's a great thing to do in the next year. Interesting, interesting. I ran. Yeah. I'm against this. You're against, you're against doing anything I ran. I am. I want to, I want to, I want to talk about this. So let's, let's do the counterfactual. So, so, so, so, so you, so you agree the US Navy was created to fight the, to back against your heart, it's the 1780s. Like they've been a problem for 200 years, right? First of all. Okay. First of all, so I mean, the reason we created the US Navy was because basically like you had, you had Islamic forces around the Mediterranean that had been kidnapping, originally, you know, tens of millions of Europeans basically. There were millions of European women who were who were sex slaves to these people over, over several hundred years. This had been a thing they'd always done since the foundation of Islam. It's in the Quran. You're allowed to do it to non Muslim woman. And when you're, when our ambassador goes and says, listen, we're, we're a new independent country. We're not fighting with you. We have nothing to do with this. We're just having trading ships there. Why are you taking our sailors? Like we have nothing to do with you. By the way, there's no way there's no way there's no one in that fucking shit. And you know what they say? They say, it's all right as a superior group. We're the Muslims. And we're going to take them. That's all right. Because you're not, you're not, you're not Muslim. And so we have a right to take you and to take what we want. And that, and that is what our Holy book tells us. Like this is, this is, and this is this conversation. So you look at any American founder, the first 30, 40 years of this country, they're like, these guys are fucking crazy. It's a terrible, it's a terrible thing. And we actually literally created the Navy. And we went, and we fought back and we fucking bombed their cities. We attacked their cities. We went after the, we went after the Barbarian pirates. We went after the core empires there. They were doing this to us and be the shed out of them. And it was the right thing to do. Because they were stealing thousands of our soldiers or thousands of our sailors. Like you would get them going away with that, right? So first of all, it was, it was right to do that. I'd assume you'd say based on what I said, like 200 years ago, obviously, right? And so, so listen today, what are this? So you get this, you get, you get a relatively modern country, like concrete or rape, but this crazy theocracy, same exact type of guys as 200 years ago. These are, these are, these are guys that are, that are taking what they want, raping, killing, you know, I'm sure, I'm sure you, I'm sure you've seen Joe, you don't have to tell me about it. You agree, you agree, you agree, you agree. - Okay, so they feel more of my fucking friends than probably anybody else. - Okay, so give that-- - They fucking hung dudes up, bridges. - They're doing it in there, spreading their money to Venezuela. We caught them building things there. We caught them building things all around Africa. Obviously, they destroyed the Christian country, 11 on. They're doing all sorts of other bad stuff. Now we know, thanks to this war, by the way, we now know they were lying. They did have missiles they were building. They could go 4,000 kilometers. So they're gonna have, basically, crazy jejades. We know they're building nukes at this point. They had 11 bombs they were gonna have. That was their starting point in their negotiations. We have materials for 11 bombs. So Jared and Mike Coffs. So Jared and Mike Coffs are saying there, the smith rage is saying there, being told, we have 11 bombs you can't get rid of. That's where we are. And now we now know that they could hold all of your hostage and they're obviously working to make that go to the US. They obviously could go to the US. So we now know they could hold. Did you really want the, so you do nothing for 10, 20 years. You have like tons of nukes. You have missiles that can go to every Western city and you have crazy jejades who don't care if they die in battles as long as they can destroy their death to America pledge because they're so obsessed with it. This is death America is just a long before any of this, any of this stuff for the modern age in Israel. So that's the counterfactual 20 years from now, our kids, our children, are in a world where it's a nuclear arm guy's with crazy missiles with whatever else AI and China's stuff they have that they've now used. By the way, we're way ahead of them right now. And AI, way fucking ahead of them in AI. We are not necessarily gonna be way ahead of them. 20 years, I don't know where we're gonna be. But right now there's a giant gap. Like we are way ahead of them. So it's like we can move now when we're way ahead and they can hurt us this much or we can wait to hear God knows what happens when they're nuclear energy hot as you can just threaten anywhere in the West. I mean, the thing is, I 100% agree. It's like risky and dangerous and tough to act. It's very scary. I think it's much scarier just to let it go for 10, 20 years with these fuckers. That's my point of view. - Yeah, I mean, I just, I haven't, I've not been presented with any proof that they have those type of weapons. And I haven't even seen proof that the, whatever the missile is that they launched is from them. - You think there's a false flag launched from Iran? - I have no fucking idea. I did not say that. - No, I just said there hasn't been any proof. And it's getting hard, I just just getting hard to believe the administration. I mean, there's been a lot of bait and switches that have happened within a lot of different areas. I mean, for example, the interview I, I threw out yesterday was about glyphosate and all the cancer it's causing. And you know that you're familiar with the Mahab movement. It was make America healthy again. And we're gonna get rid of all this shit. And then they just fucking declared a national security concern for if we don't give the pesticide companies immunity, glyphosate. And they called it, they called it a national security concern. Well, for example, Iowa has the most cancer cases of every state. in the fucking USA. You know who uses the most glyphosate? - Yeah, obviously. - I have a corn for corn there and I have a. - 618,000 people died of cancer last year in the US. Why are we giving them immunity? Anyways, that's just one example. - Yeah, no, listen, I think that's a particular one where I think there should be more open debate from the administration on it and discussion of it. I think, I listen, I know Brooke Rollins for a long time in the policy world. I think she's a really smart lady. She did some really impressive things fighting the left in Texas when she ran TPPF. She's now the agriculture secretary. That's her call. I think it'd be great to. You should get her on the show. I'm a vet or I know I'm a texture if you want. I was thinking she said, "No, I'm serious." I'm serious, why not? I feel like she had a lot of respect for a lot of things you do and a lot of things you've done in your service. I think that's a fair debate. I'm on expert on that one, but I think we should be debating it openly and I'd love to hear the smartest people on both sides. And I think if they're just ignoring it when so many people believe as you do, that's not appropriate. So let's engage on it. That'd be what I'd say. That was. I didn't mean to dive into that. No, that's fair. But you're saying trust. You're saying trust. I don't trust. I don't trust from. When I saw the release of the Epstein files and how that got butchered and how it continues to get butchered, that she really pissed me off, man. And then. I never met the guy I agree. He was a slime ball who seemed to know everyone because he was really good at networking and meeting people and tricking them to meet him. I don't think everyone involved was messing with kids. Again, I don't either. Yeah, right. So a lot of people just like. But I think it's pretty obvious that some people involved were messing with kids. I think some people were very. The very least a lot of people were messing with 21 and 22 year old girls. And I think some of them might have been under Asian. I don't know because I never met the guy. And he was a bad guy. But these are people I just don't know. But I'm actually I'm curious like what. What should they do? Well, not to rebuild trust there. Actually, that's a tough. That's one I don't really follow at all. What should they do to rebuild trust? Yeah. Yeah, how do we. That's I think that's all anybody wants is just transparency. They want to see, you know what I mean, we. We just we heard it over and over again. We're going to go after these people. We haven't seen. We've heard so much about rebuilding fraud. We haven't heard fuck all about that. I'd agree. Why is the DOJ right now in the FBI are both really hurting the reputation of this administration because they're not going after and getting enough arrests right now and getting enough cases? I think that is 100% true. I listen, I was talking to our friends there who are focused on fraud. There's a ton of fraud. We're helping them find this is my obsessed with this issue. I think there's way more fraud this country than anyone realizes. We have to start making more charges in arrests. It's like way too slow. Like someone. I don't know. They can't find the right people to run it. It's embarrassing. That part pisses me off. Yeah. So anyways, it's just all these things that have happened that I'm just. I've lost a lot of trust. You shouldn't trust the bad guys running around either. You also agree. I don't trust the good bad guys running around. And I don't necessarily think I would be against the warrant I ran. If they presented it to me in a different way, but all the stuff you're saying, yes, it's true. Yes, it's my fucking friends that died over there. I saw it. They're my friends. I don't want to send my fucking kid back over there to die. For any of this shit. We spent over 20 fucking years. Well, I think the way Afghanistan was run was just a travesty. We wasted trillions of dollars and everyone should be pissed off about it. So I think that has created distrust that is fair to exist. There should be distrust after we wasted all his lives and all his money with not real clear aims. So my 100% agree with that perspective. I have some mentors who ran British intelligence 20, 30 years ago. I know these guys still pretty well because they're always with the palenter. We got to know a bunch of them. They thought we were kind of like an Aboriginal species. They're visiting in Silicon Valley versus like MI6. Right. These guys are cool. And a couple of them have told me that they thought that a lot of the stuff that got us to go into Iraq because we kind of already wanted to go into Iraq obviously. But they thought some of the stuff, some of the evidence, like including from Chalabi who was an Iranian spy, like purposely came from Iran even at that time. And what's interesting is even at that time in my understanding, I went back and looked at it. Like the, a lot of the top voices out of like our LA and Israel were saying our Iran is a big problem. Not Iraq. So a lot of people are saying, oh, we thought Iraq for Israel. I don't think that's the case. So I think in that particular instance, like Iran was very clever in getting us to focus more on Iraq. And even back then, I think they were the bad guys. So for what it's worth, that's that, you know, I think they are clearly the worst. And I'm very happy a lot of them are dead. But I 100% understand where you're coming from. Not wanting to trust and not wanting to put more people over there. Do you think we're fighting Iran for our own benefit? Or do you think we're fighting Iran for Israel's benefit? I think it's definitely our own benefit. I think this is, by the way, China is like freaking pissed. You know, China sent several billion dollars of stuff with cargo planes to Iran that they were the process of setting up to help defend them. This is their proxy ally. Like their allies are Russia and Iran. They want Iran to exist and be able to cause trouble to like distract us and force us to split our forces if we ever have to deal with anything that might want to do. This is like a chess game where they're trying to build this ally. And we just smashed their ally. And by the way, you know the strongest military in the world is right now. It's us. And because we're basically deploying all this new technology and all this new AI in ways that no one else is, we're learning how to make interceptors way cheaper. We're learning how to just coordinate all these things. We never would have learned before. China has no idea to do this stuff. Like I'm not saying you want to fight wars to get better, but this makes us so much stronger to smash their proxy ally, to smash their stuff and to learn how to use all this technology. Like this makes them a lot harder to challenge us. If you want to talk about how AI is, what we're using over there? Yeah. I mean, obviously from what I can say, and this and I don't have my full clarences, point anymore either, but I have a lot of friends on both sides. And we developed a lot of the targeting stuff app-pound here, back in the day, combined with AI, basically. And just think about it. For sake of arguing, we know Israel and America both have some of the best hackers. And so they're, let's say you hacked in to the street camera. So let's say you hacked in to logistics in the country and who was sending what we are. Like what payments are happening. What you know, what what what you know, all sorts of things you basically can view. Look at email. So everyone is, it's so much information. How would a person look at these millions of pieces of data and figure out what's going on? AI is really, really good at that. So so, so, so, balance here. And it's just some like that. We'll create what's called the ontology. Like, okay, like the, the, the concepts, the frameworks, here's the things we care about. Here's how they can possibly relate to each other. And then you take that ontology, you take that structure of how to think about things. And you overlay, like just, same amount of information, we're able to, to get in different ways through you and intelligence, through signal intelligence, through hacking. And then all of a sudden it's able to optimize and say like, here's this base you didn't know about storing all these conditions. Here's this key part of the command center. Here's this thing over here, 300 miles outside of Tehran. You never would have thought about this like a backup for, for the supply for this key part of their missile launchers. So things like that. And all of a sudden, like so when, when, when, when, when, when Israel, in the first start of the war, like sends 200 planes as a surprise attack and hits, they hit 500 targets in the first 20 minutes. Those targets were optimized between the two countries. And here's the things that we know we need to get rid of if we want to stop them from causing us more problem, more problems. So I mean, it's just really, really powerful how smart what we could do is, you know, that we couldn't do. Yeah. Interesting. What else should we talk about that's going on over there? Over there? Yeah. You know, it's, uh, what are you worried about with the straighter her moves? You worried about that at all? And this, you know, it's, it's, this, this is a tough one. I am worried. I mean, this is one of those things that could take a few weeks and it could take a few months. And it's really, really hard to stop asymmetric attacks, right? Because I mean, I mean, so, so the, so the, I really, then listen, this is, this is, this is one step removed. I don't have the exact information, but you have these mountains that they're firing out of, right? And it's amazing because as far as we could tell. So, so what will happen is they have railroads underground that are way under the granite and they'll take, they have tons of missiles there. It's not about how many missiles they have. It's about how many launchers. And they have, they have launchers and the launcher will come out and it'll go out the rail road to it opening like a cave. It'll fire and then it'll hurry back in and we'll see where it fired from and you could like destroy that so they can never use that again for a long time without spending, you know, months digging out because you respond to how out of it. But then they should go out another cave and another cave. And these guys have apparently built like hundreds of these caves. It's actually impressive. Wow. Right? It's like, they've been preparing for 20, 30 years for this. So they have these mountains that are firing out of it. And then you have all long-extradive hermos, you can hide drones, right? You can hide all sorts of things in like hundreds of locations that each time it's a new attack and new location. So it could take a while to find all of it, right? Yeah. It's not easy. And it's not, listen, it's especially bad for Europe who turned off there, who turned off their energy economy. You want to talk about conspiracies, man. Like Europe, let Gazprom and Russia fund the green movement and turn off all their goddamn energy and that's why they're in so much pain right now from this. You know? Yeah. That's a true conspiracy. By the way, 100%. We've found that it was a ton of Russia money that created the strength of the green party is all around Europe and their main thing was turning off all their energy. No shit. 100%. 100%. Like Russia's not done. This is great for them. Right? It's great for the Middle East too. The green parties are useful idiots, man. Does it bother you that we're low on munitions? There are some munitions we're not low on and there's some interceptor things that we could use a lot more of. Listen, I think America's going to be in a lot better position after experiencing this. So one of our companies called chaos as before the best radar, they're monetizing but the guy running it helped build up press as well that the EMP company, he's figured out how to do $5,000 interceptors now. What? He just proved it. He just proved it. A bunch of things last month. I'm going to make thousands of them this year. Hopefully hundreds of thousands next year. I mean America is gonna be so strong coming out of this because we're learning and we're iterating We're getting better and it definitely bothers me that we had to waste like millions of dollars per shot on some stupid interceptors That was done, but that's because the primes are idiots. We're just gonna fix it for them totally honestly, you know Let's just make it better When you're trying to perform at a high level you start optimizing everything like you're training your nutrition your mindset For a long time I wasn't really dialing in my sleep if your sleep is off Everything feels harder the next day That's what got my attention when I tried beams dream powder. I didn't want something to just knock me out I wanted something that actually improved my sleep and that's exactly what it does best of all Beam is an American company that makes clean Science-backed products designed to help people perform at their best dream is our sleep formula And it's loaded with ingredients your body actually needs to recover Rishi magnesium Elthanine Apigenin and melatonin but dosed intelligently my favorite flavor is cocoa But they've got plenty of options. I mix it up and drink it about 30 minutes before bed for optimal results Like I said it tastes great. It's smooth and it actually feels like part of my nightly routine now and for a limited time I've got my listeners an exclusive discount of up to 50% go to shop beam dot com slash SRS and use my code SRS to get up to 50% off This is the best discount beam gives out so tell your friends to even if they don't listen to the show If they want to fix their sleep, they've got to try beam So remember to go to shop beam dot com slash SRS use code SRS with my code SRS You can grab dream for 50% off try it today Welcome to hollywood versus reality they do it right What does he do in the movies to tell me if I'm doing this rock? I don't watch it a little flick like that right seems pretty cool. It is pretty cool Got a silence it And another lifetime I did gun reviews for a living proprietary magazines supposedly the best engineering in the world when that breaks your And now we're bringing them back It does look pretty cool. I got I got it met that What's China doing during all this? There they're in shock there in shock and there's there's there's things released internally they said you know what? It turns out America is a lot stronger than we realize But they just have to want to use their strength and their main objective with us is to make us not want to use our strength And how do you make America not want to use our strength? There's there's a few things one is you fund the far left you may find the people who hate America those that that group It's down in Cuba right now saying how great Cuba is how bad America is the one hotel that has light the whole goddamn country Those people are funded by China. It's the wife of the guy who's who's who's been one of the main funders of everything is the The the the the the guy who's hiding out and saying hi So you have all sorts of Chinese money trying to make us hate ourselves You have all sorts of you know, I'm sure they love it when we when we fight with ourselves into two extreme ways on the right I think it's totally legit to push back on the war I respect that I admire that but there's people who there's people who are actually like pushing back on On even America like being being a world leader and saying we have to share power China like Tucker said to that Chinese spy the other day You know a few weeks ago on on the podcast like a lot of guys should be sure and any power yeah exactly No, you're not you're not he's he's he's lost it. I think he's lost it He's too extreme against us and and so China wants and you know what they have they have something called cognitive warfare They're very smart about this so they have land see air cyber Cognitive is a fifth branch and they and they use all sorts of tactics they capture whatever data They can same way we're capturing data to attack our random figure out targets They're capturing data and everything and everyone going on the country building profiles and trying to figure out What do they do? What do they try? What do they push to make people? Not love America to make people not want America to be free and have property rights because they know that is how that we because it's the only way They're gonna you're gonna get us at the end of the day if they they have they've beefed up presents off the coast Taiwan Oh, I don't know if they think they've they've continued to do that for a long time. That's right But it's more now since they are and stuff kicked off correct my off on I think I think I think I think they I think even before the I ran sick kicked off I saw they're putting a bunch of ships and doing exercises all around the island I shouldn't I shouldn't say I'm supposed to go visit briefly in a little bit I guess a little scary flying on your planet over the Chinese warships. You like like Sean Maybe don't hear the episode until after I learned Right on we'll push it. Yeah, let's uh I I mean, how are these chip fabs going in Arizona? You know, I think some parts uh worked pretty well I think there's some parts culturally where it's it's harder for some of the employees to ramp up in the US for some of the types of tasks You know, I mean the reason I'm asking because that's the big fear for us, right? Well, I think I think yeah, I mean in the you know Elon announced TerraFa which is awesome He's gonna try to massively you see the size of that building. It's like this like three or four miles long Wait, what are you talking about? Elon announced this like massive project to do a massive fab For chips in Texas. No, I mean, I'm talking here about yeah, so last this is It's incident recording a few to the last few days it'll be a couple weeks ago when it comes out. Yeah, I know it's a big project Worth talking to people about it's really cool. They're gonna try to do everything here at massive scale Listen, I think these things take a while to get I think China. Sorry. I think I call it China. I think Taiwan Which is actually China right? It's the good China. I think Taiwan has a lot of the vanges there from building it for decades And I think they should be our ally and we should be working with them and we should be doing some things here and and and and and then some things in their ecosystem There's stuff that's done by hand by people who would doing it for 20 years whether it's in Taiwan or Vietnam or other places that you're not just gonna like replace right away with robots And you're not gonna be able to pay People like to do a lot of that stuff here like I think the high value stuff you could take the low value stuff I still think we can work with other countries like that's it's just it's just really really hard to do it at scale without it But yet, but totally we got to bring more here We just add were you that's what worries me the most you know they do take it them What the fuck are we gonna do in the end? I don't know when it should be more worried about that because I'm building all I's got to my eye companies. So how do you know? Nothing. That's like no listen listen Obviously it would slow things down and obviously it'd be bad for the world A lot of the chips are things like like if you have like a minivan for your kids or like it's the chip opens and closes the door automatically You know you have to do it by hand instead is like there's like a lot of the chip stuff is like we can like swap things in and out We could keep the key ones you don't have to like a lot of the ships we use are convenient But they're so cheap that we use a lot more than we need and there be ways to there be ways to figure it out and to keep things going and to And it wouldn't be as big of an economic impact right away Although it would obviously slow down the AI way of which I don't want Because that's the thing we should talk about I think the AI way of it's like Way better than people realize it's like the coolest thing happening in the world right now bad Let's do it. I just had a broad ancon in here with figure AI. I love it. I'm just gonna start then yeah, what the Dude It's a holder for world already there is all there's so much happening me look happening these kids I was sitting with one of my old CEOs from 20 years ago We built something together that we sold and it was like it was like building back then we were selling it's called open Gov and it's a great is a great company But it's like I was saying it was like being like an aboot and like rolling through the dirt like with the paddles It was so freaking hard to build these things sometimes it was so slow and now There's like one of my AICOs was staying next to us and he didn't hear my comment But he like came over and he's like Joe we're not just gonna double revenue this quarter We're gonna triple revenue this quarter and it's like holy crap like this stuff is just like growing and changing and fixing things so fast and You know, I think I think in terms of why people should care because I think it's a quick argument Whatever Joe, it's nice. You're gonna make a lot of money who cares you already rich like like why should like the 300 million Americans care. I think there's a few really great ones I think the number one is healthcare AI is gonna make health care like half the cost if we let it This is really important like we can make health care so much better so much cheaper So much you know is it is one of those things where it's gonna be a big battle because right now every state has laws against it Because the scope of practice, but I think we're gonna be able to prove some sandboxes and if we can That's gonna be great like the first boss just like makes America way wealthier right that we don't have our health care debt man I just I think it's Mark Cuban's open and some pharmacy. He's doing great work on the farmer's side Listen to Mark and I don't have the same politics But I really admire his work on that because that is that is that is a great I've I've this is gonna take pharmaceuticals. You're gonna get be able to get them at cost if I've read it correctly There's a ton of well There's a ton of so what happens in the old days is the farmer companies are so corrupt that they had laws They had agreements where you couldn't even Tell a patient about a generic option that was way cheaper and then this is like a pbm agreement So an ordered offer my drug over here. You're not even allowed to offer a payment And so my friends and I went to the Senate and we fought really hard and and we won one battle and lost one battle The battle we won is you made it so it's now legal for doctors to tell you about any any generic Which is really important by the way because it was obvious yet But the other one is they're still not able to share pricing so they're still able to gag you on pricing and so and it's really Crazy so they just hide pricing on all this stuff and to let anyone share it So there's no market for a lot of these things and it's just they just take advantage and so Mark's getting around that by building his own A thing in the thing in the middle which is great and to the Trump Trump launched a site too by the way Which is doing really well, which is saving people a ton of money I don't know if you're Trump loves you to launch the pharmacy. There's like a pharmacy you can go on search Trump's Pharmacy and it's a direct to consumer And as you can get all this stuff way cheaper right now, it's a big deal. You lost it. Yeah, I did. I think Joe Jebrio who's running design for the government there, B&B founder, he designed it all. It works great. So you can go on and do that. So the farm and stuff, Mark Cuban stuff, great. I have a company called Blink Health. It's the cheaper PBM. Like a bunch of us are trying to solve the drug side because that's a big, big thing to make cheaper. Just gonna be some drugs. It's always cost money, by the way, because you want to have innovation, but you want to make the generics and everything cheaper. But then the bigger side of this man is the health systems and his primary care. And like there's not enough doctors for rural areas. You have to wait weeks sometimes. It's really expensive to go in. There's so many like standard things or like hundreds of chronic conditions. You should just be able to like check on the frickin' phone and be able to enter the things and they've already checked you once and they can, you know, Utah is doing a thing where they can AI can represscribe it once you've been prescribed. Because it's safe. If it's done correctly and has to be done safely in a deterministic way. But by the way, this is not, this is not like a, oh, AI might mess up type of situation. Like you can quantify it. You can test the system a million times. You can show that it's safe for the doctors and you should have to show that. It should be regulated in some form, right? There should be some way it's safe. Once you prove it's safe, keeping it out, that's just keeping prices high for the sake of the medical companies as bullshit. What are you getting involved in? Well, so we're building some things there, right? We're building a bunch of things in medical AI healthcare and there's a bunch of great entrepreneurs doing that. That's like a big way of common. A bunch of our friends are working on that. We got to make it legal. I'll tell you another crazy AI I think it's coming is, have you followed Joe B Aviation? There's them in Archer or the two EV tall companies. So these guys have been, so Joe will be back to 11 years ago to start and they just got approved for 12 cities where they're going to be doing, to our 12 states. They're going to be doing take off and landing. So you basically can do me in flying cars and 12 states is coming this next year. What? Which is amazing. It's coming in the next year. It's like, prove now. So we can buy these cars or this. It's like Uber. You're going to be like, but you could use it. I got to check if it's Tennessee. I think it might be. But it's Texas for sure and Utah and a few other ones. I should have checked if it's Tennessee or not. But you're going to have a come pick you up and take you to downtown or something. It should be great. We got to push government. I bet it would be here. I'll check. But here's the thing. So these guys are like the best airplane guys and they started with the insertion point at Joe B at the flying cars. They're like these winged things with five rotors. They're building new airplanes too. They're best aerodynamicists in the world when you had a new idea and you wanted to iterate. It used to take three months, six months, right? Because that's just how long it takes to do these things and do the work and program it and check, test it out. Thanks to AI. You can do all that in an afternoon now. So every afternoon, the best guys in the world are doing like three to six months of work. So here's the thing that people don't realize about AI. It's like we're living like multiple, multiple years and one in terms of progress. So we're taking like the 2020s and the 2030s and the 2040s and we're condensing it into the next few years. And the breakthroughs we have just on the airplane side, airplanes were basically stuck for 60 years, right? No one believed anything would happen. You're going to start having way more efficient way better airplanes coming out. In the next few years, thanks to AI. And it's going to be like a shock or whatever. It's like what the heck? These guys actually have hydrogen fuel cells working now. No one's ever got them working on planes. So hydrogen fuel cells, three times more efficient per weight, two times more efficient per conversion energy. So it's six times more efficient for flying as a fuel in the air, which is pretty amazing. And then you have the new shapes of airplanes and designs of airplanes that we've fought about for years. Never really been able to test. And the new designs are multiple times more efficient too. You do the multiplication six times, even if it's only three, it's 18 times, all of a sudden your travel is super cheap way better for everyone in the 2030s, right? So it's just like the world's in a really good place. Thanks to this AI. Like this stuff really matters. Yeah, I mean, everybody's really concerned, but I mean, it does, I mean, I've been concerned too. I've been worried. But it's just a lot of change. Yeah, but I mean, I just, I think we're going to be better off when we get on the other under this. I think we already are better off. I think it's already getting better, but it's going to be a huge leap to the next five or 10 years. And listen, I think it's fair to be scared. I'll tell you, if I had to make the other argument, what am I most scared of? I think it's really good that Elon's doing X AI, because I think it shifts to the other thing window because you don't watch as a bunch of woke companies in charge. Listen, I think there's people I respect and then they're all trying to fight the fight they've had with the department and stuff. But there's some leftists there too. I think OpenAI kind of let themselves be conquered by the left. I think Elon with what he's done is kind of pushing everything else to be more rational basically. Because it would be scary. Let's see. You only had a woke authoritarian AI things that are all of a sudden ruling against everything you and I believe. That would be bad. So listen, I think there are things we got to watch for. And be careful with, but this stuff is going to make so much wealth for everyone. I mean, how do we. I think the big question of my mind is how do we regulate it but remain competitive on the world stage? I think there's certain. In your next governor here, she's kind of more on the regulation side, right, Blackburn, Senator Blackburn. She's one of the ones who kind of pushes that. And listen, I respect where she's coming from in certain areas. I think you want to protect children for sure. I think that's right. And there could be certain rules on privacy. We all agree on that we've been put in place. I think that's fair without breaking everything, right? I think there's probably should be some rules about what kind of images you can create about people you shouldn't just be able to take a picture of one of our wives and do whatever they want with it in a video. It's not fair. I don't know. That's kind of messed up. It's like, there's probably things like that that we should be protecting for civilized society. I think the best way I do this is to do it nationally. I mean, Congress is so dysfunctional on both sides right now. They're so dysfunctional. Really what you do is you have moderates work together nationally. It's some basic things in that we all agree on. And then just let it be free and then come back and revisit it as something else is broken. That would be my take. So you're pretty much on the. You don't want much regulation at all. I want to protect kids. And I want to protect creators. I think Senator Blackburn is a big, I'm protecting creators. There's probably some rules there that's fair too. So I think there's basic things you could do for sure. And there's some compromise. But I think right now, the vast majority of regulations in this country, like there's 9 million words per state, Sean of regulations, 9 million words per state. The vast majority is big companies, stopping small companies and stopping new innovative companies from disrupting their business more efficiently. Like, that is what regulation mostly does. It must be honest, right? And here's a crazy thing. Like, one-time regulation is licenses. You need licenses to do things, right? So there's a thousand different types of things you might need a license to do. There's only 50 of them that you need a license in every state to do. So right away from the start, 95% of the things that they force licenses for is clearly just protecting their guild because it's perfectly safe to do without a license in another state, right? So most of this stuff is guilds and big companies creating regulations to stop others. And healthcare, by the way, that's exactly what it's. Health care costs so much money because we put so many rules that you can't compete. It's literally crazy amount of rules. You have to spend tens of millions of dollars just to get going and you can't even do a new thing because they've blocked all the new stuff you could do. So there are country areas where we have high costs where everyone suffers, where the middle class, where the working class suffers, is the area where these guys have put in thousands and tens of thousands of rules. And by the way, that's good for guys like me. If I just wanted to make tens of billions of dollars, I could put in all sorts of rules and I could afford the fucking lawyers to go follow those rules, right? The guys in my situation who've built multiple big companies, we could deal with regulation, we could afford it, we could figure it out. But it crushes any new thing trying to compete because that's bullshit. We shouldn't be crushing all these new things. What about AGI? So this is the, this is the like, this is like, did we create a new God question, right? Because that's like, obviously, a fair question. And it's like, I didn't do some languages come out and say we're like, we're there. And there's AGI, there's ASI, which is like general intelligence versus like systemic intelligence. There's, I think, I think a lot of people are defining when do we create something that has more intelligence than all of you, man. And you combine, you could do things that none of us combined can do. There's a question, like, what's the level? I'm not even sure if the right way to think about it because it's really more of a tool right now for lots of things. But sure, let's just, you know, I think it's a fair question. To do at some point, you create something that has like so much more intelligence that just so far ahead of you all that somehow, that somehow it takes over. And that, I'd listen, I think right now I'm much more afraid of what people are going to do with AGI. I'm not saying you couldn't somehow create something that would, that would do that. I think you have to be smart. I think that's more of like a 10, 20 year from now question. But it's definitely a question to watch for it. And I think, I think as you're building AGI, one of the things it does is a tool is helps us analyze and understand what's coming next. And we have to have, it's actually really good. There's lots of these companies because we all need to be using these different ways to understand the analyze and make sure we're aware of what we're building. It's like, you know, it's, it's true. Yeah. Yeah. And you guys are getting in what? Palantir that's getting into corruption, waste, fraud, all that kind of shit, right? I mean, this is, this is that core of the DNA since we started Palantir. You saw a PayPal back in the day before Palantir existed. The Chinese and Russian mafia were selling all our money, right? That was the big thing. And if you hear Elon talk about fraud, he knows it because he was part of that battle. He was part of that battle. Stop that. And he said, like, you know, whoever squeal is the loudest, that's because you're turned off their fraud. Like, I remember Peter was at chess club with some Russian guy who was pissed and it was screaming yelling and it was, it was complaining. And it's because Peter was like turning off all of his fraud or, you're right, because he was tied to these mafia guys. So it's like, it's like, yes, this is like core, like Palantir when it was first built, it came out of that experience of understanding how I do data investigations based on fraud. And yeah, Palantir is working right now with the SBA with Kelly Leffler, who's doing administrative Leffler's doing an amazing job there. Tons of stuff. I mean, HUD is just like, good level one ground level for fraud, right? Just like paying off NGOs, forget out the vote purposes, paying off people in the community, basically, in the inner cities. It's just a lot of nonsense that you're finding and the question is, - There's shit tons of fraud. I mean, I had Nick Shirley come on, talk about all the fraud going on. - He's done a great job exposing a lot of stuff. - You know what the Somali, love that, what the-- - I mean, these tribes are so good. - We're earned the centers. - These the leering centers, I love it. These tribes are so good at, 'cause they coordinate, 'cause you couldn't get, unfortunately, in Europe, you get a tribe of these, you know, as long as from wherever, like 15 of them to go rape the teacher together and not telling me, well, like if you ask 15 of my cousins to go rape a teacher, they'd all punch you in the face and there's no way they'd all go do something like that, but these tribes in these places are sick. We've brought them into this country. There's a lot of broken tribes here, unfortunately. And the others, tons of fraud tied. There's tons of fraud tied to subcultures around LA that we're finding. It's really unfortunate. We gotta turn all this stuff off. So, I mean, my question, I mean, I got, you guys are going over, keep saying you guys, Palant, COVID era, PPP fraud. Palant here is now helping small business administration investigate fraud. You mentioned the HUD, minority contracting abuse, by nearly triple the size of the program. Most contracts were no bid awarded. So anyways, I mean, this kind of sounds, didn't we kind of do this with Doge and it didn't? - Well, Doge turned off $160 billion of stuff. It's not nothing. That's pretty good. - No, no, no, no, I'm not saying it's not nothing. I'm saying, we all wanted it a lot to go. - There's a lot more to find. - There's a whole distance. - Yeah. - But there was so much fucking pushback. - Yeah, and it was like complicated. I think, listen, I think when Doge first started, like, I was there at Mar-a-Lago briefly, and with Elon and Vivekan others, and they were interviewing people to become the secretaries, right? I just Trump had them helping with transition. And so Doge, right from the start, was kind of tied to the boss and tied to the president. And I think there had to be a cultural change with how it worked with the agencies and worked with the leadership in ways they'd be okay with it. But a lot of the best people did go into these agencies and keep working. It's not like it went away fully, right? There are a lot of cultures there, or are still in a lot of these places and going. And I love that, listen, the president's put the vice president in charge of this, right? And he said, I just, you know, some recently he says, this is a big objective of his. He's working hard on it. And a lot of the grief that comes from fraud, Sean, is how the Democratic Party funds its allies. It's just the truth. This is how the Democratic Party funds its friends and allies. It's very good at it, right? We caught huge amounts of money going to these things that go to get out the vote for the left. There's hundreds of nonprofits in New York state recently came out that are funding to get out the vote, they're funding candidates, right? And so these people will have political power. They'll get money for the NGOs. They'll get money for their businesses with Medicaid or whatever else. And they'll give it right back. It's like political or just, they give it right back to people benefit them, then they get more. And there's a huge amounts of money. So this is why unfortunately a lot of the left is not on our team for getting rid of fraud because it's funding so many of the people who vote for them and who support them. And this is a huge issue for us to go after much harder. We got to turn it off. - Shhh. - Happy, do you think this is this started? - Oh yeah, oh yeah. Oh yeah, listen, they're finding a bunch of stuff with administrative left-floor on the SBA. They just announced a bunch of stuff in HUD a couple of weeks ago that they're finding. There's just all this stuff and we're turning it off and you said the right thing. It's also really getting me really annoyed is we should be doing more prosecutions. We should be putting more people in jail because your finding stuff is very clearly fraud and you're turning it off and we are not prosecuting it. I think the people running the DOJ are not nearly as competent as they need to be. I'll just put it out there. - How the fuck is this gonna change? - We gotta get more competent people whose job is to actually initiate and put people in jail for breaking the law. - How do we do that? - You put out the word to hire really competent lawyers. I don't know, I've built orgs, you've built orgs. I know what I would do but nobody's doing it. - What would you do? - I would fucking fire everybody and bring it to jail. - You'd place some new leadership. That seems reasonable to me at this point. Listen, by the way, some leaderships really good in some of these places and they are working while with us, like left-floor's doing great work. There's people in the Department of War doing it. I think great work. But they're not agree with the war. These are competent people, right? And so there's places where we have very competent leaders that Trump President brought in. And there's places where for whatever reason, I can't tell, they're not getting the done. So let's fix it. - Yeah. - Well, I hope it sticks. I really hope that sticks. - We gotta turn this stuff off. We gotta prosecute it. We gotta make sure it can happen again. This is, it drives me crazy, Sean, 'cause we have, first of all, the government shouldn't be able to give hundreds of billions in NGOs. Like what the heck, right? That's wrong. But the problem is if you go to the Senate and try to get the votes for that, you need 60 votes. You can't get it because the Democrats won't vote against funding this stuff. You know what I think we should do here to fix that? - What? - We should use the NGOs for our objectives. At scale, we should say, okay, we're gonna be funding NGOs to help free speech in Europe. We're gonna be funding NGOs to root out the communists from all the universities around the country. We're gonna be funding NGOs to go do anti-voter fraud in the cities. We're gonna be funding NGOs to look at any other NGOs to make sure they're not doing anything political. Like these are all things we could do. And the left would hate it. And you know what? We're gonna be voting for votes to turn off NGO funding if we actually use them for something on our team. I don't know. There's a throw it out there, you know? Like why not be a little more aggressive? You're in the generation that wants to fight. These old Republicans, man, they don't know how to fight. - Yeah, I think we've all figured that out. We all figured it out. Come on guys, like we need to actually fight and win. Like because there's stuff we're totally on here, but we gotta be fighting. Why don't we have fighters? It's like there's this gentile class of like petitions presiding over some kind of decline. I don't get it. Like come on guys, let's fix it. So what will we do? Will we start new NGOs or rep? - I mean, I mean, I'm in favor just turning it all off, but because we can't turn it all off, I would probably start new ones a bit for the money and use it for things on our side while we're in power. But I'd want to design them in a way where they're gonna wind down to matter what, 'cause you don't wanna create a whole new class of leeches, right? That's the always the problem. 'Cause I am not for having tons of leeches on our side. Like they have on their side. They have so many leeches. Just make money off this nonsense. There's like whole agencies that we turned off that were basically doing nothing and it's other than fraud and corruption. And so we don't want that. I don't want that's not our side. But we should be fighting back and we should be doing whatever we can together and to be forced to turn these off. That's my view. - Makes. It does make sense. It does make sense. What's going on in Ukraine and Russia these days? - You know, I really hope that this war has a good impact there. If we're honest, like the three militaries that are probably the best in the world right now, just from all their practice. Recently is probably US, Israel, Ukraine. Obviously US is the very best. But Israel and Ukraine have both gotten so much better 'cause they've been forced to fight. I'm very impressed with Ukrainians. There's some really, really clever innovation that they've created by necessity to save themselves. It makes amazing stuff they're doing. - Well, give me some examples. - Like stuff that's impressed in you over there. Like figuring out, like there's this company, sign engineering that were involved with just like doing all of the maps of the battlefields for the drones and how to control them and how to counter them and knowing what's going on and knowing how to hide, knowing how to attack. There's all sorts of new things. There's electronic warfare that they and others are doing to create like bubbles. The enemy can't see and sneak through or turn their stuff off during an attack into different ways, jamming them in different ways, creating shadows of things that don't actually exist. There's all sorts of ways they're producing lots of small things at scale that they can use to kind of halt the enemy's advance and in her ass in a ways that no one's ever done before. I mean, there's literally millions on both sides of these drones back and forth. And you know, there's controls where one person, like I've played video games where you control a bunch of troops, it's very different in the world, we're all controlling hundreds of these things at once and getting really freaking good at it with AI plus the person. And it's kind of cool. It's terrifying, but it's kind of cool. But listen, I think we're turning off all the Shaheed production right now. Another benefit of the Iranian thing is hopefully that turns off a lot of more stuff to Russia. Russia's already, by all accounts from everything I've heard, they're in huge budget troubles. They're actually unwilling to project the next year of budget in Russia as of the last kind of four months. - Oh, shit. - Because they can't, 'cause they can't do it at this rate. So they have to just do it month to month planning. And so they're under a lot of pressure right now. So I think turning off the Iranian stuff, I think the budget pressure they're under hopefully we come to a good resolution in both. I mean, I think, listen, this is a risky thing, but hopefully Trump looks really freaking good six months from now and both of those things are in the right place. I think there's a chance with a good chance of that. I hope so. - Right on, right on. Joe, let's take a quick break. When we come back, I wanna get into some of the new companies that HTC has invested in. (whooshing) - We track our sleep, fine-tune our macros and try every biohack under the sun. But the truth is your peak performance starts at the cellular level. Armoura colostrum is nature's original superfood. Colostrum is packed with over 400 bioactive nutrients that fortify gut health, strengthen immune health, fuel performance and more. 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(dramatic music) (whooshing) All right, Joe, we're back from the break. We were talking about AGI and ASI. I've not even heard of ASI, but could you. I just want to dive in a little bit more on what that means. Can you explain that to me? I think there's a lot of different levels you can define of like what constitutes the computers being way, way ahead of us. And I think there's artificial systemic intelligence, there's general intelligence is lower, it's stomach is like. And one of the questions is, like at what point, do people not even help the AGI improve itself, which is kind of a scary question, right? So if you want to compare, if chess is the right analogy, if you go back to chess, it used to be that people are better than the machines, but the machine could help you with tactics. Right, so there's two types of chess. There's the tactics, which is like the next three, five, ten moves. The computers are really good at that, even from 1960s, because you can see the next head moves. But people will be much better knowing what's happening way farther ahead, right, position place. So there's things that you and mine's better at, and there's things that the computer is better at. And as the computer got better at chess, it got to the point where the computer, the best computer was better than the best person. But for a long time, if you combine the computer and a person, it still made it a lot better, because we're still some things that people are better at. Right, so the people are so much better at position play, that there would be a chimera, right, combined, it was better. And then it got to a point where the computer was so freaking good, it doesn't even get any better if you're out of person. It doesn't need to help anymore. It's just so far ahead. Yeah. And that's where it is obviously today for a long time at this point. And so the question is, like, with coding right now, for a long time, only people did it. And now we're just starting to start to use the computer to do a little bit of things. And the computer's gotten so much better in the last couple years, that now you're using a computer for a lot. Like you're not even writing most coding, where you have like six agents or 10 agents, if you're really good, each of them like coding for you, and you're telling it what to do, and you're coming back and testing it, and telling it to build its own tests. But there's still like a person involved, coordinating all this stuff, right? The question, I think at what point does like the coding thing, be the thing that coordinates itself, right, at some high level. And at what point, even higher level than that, is the whole company basically being coordinated, you know, for all the tech side by a computer. And at what point, you know, does all the work on whatever, an important project is getting iterated on by a computer instead, which is kind of a scary proposition, right? [laughter] I don't love this. Like at what point are they just replacing yours in my job? And you know, it's like it's silly at that. Obviously, the computer's not going to listen to each other. But it's kind of creepy, right? Like it goes higher and higher, higher up the conceptual abstract stack. And so I think I think there are different ways of like, like saying how you measure it. But like, you know, a lot of my smartest friends who run the AI labs, still when I talked to them in the last few months, it's like, oh yeah, I won't be till the mid-2030s that like we're not having people actually help on some of these things. But what does that even mean at that point, you know? So it's, and at what point is like, is like, scientific discovery pushed ahead by the computers? I think we're just trying to get what looked like scientific breakthroughs from computers. Like, but they're work really closely with people. Like at what point is there a point where the breakthroughs are happening with the people not even involved? Holy shit. Right. And then, and then, and then none of us know the answer. I'd say, like when you talk to the smartest guys, like Dario who runs in Thropic, like, as of a few months ago, he thought that like the next few years of this really fast advancement is kind of locked in. Like we used to have something called Moore's Law with Chips, right? Where the chips get better, double every year and a half. And, and this is like a lot of predict how the chips kept getting faster and faster. And the guys running the chips companies Intel, all the other ones, they'd have all sorts of new tactics and new technologies they're building. They would like let you make it twice as, you know, twice as small, twice as fast over the next couple of years. And they kind of always be able to see ahead maybe two years, maybe three years. And it's always like, wow, how are you going to make it smaller? Like, well, we have to solve this and this and this problem. And they keep going. And, and they did it for a very long time. And so what's similarly with Dario with this advanced pace, where he keeps getting better with new data, new techniques, new tactics. He could see like very confidently the next couple of years and probably a third year of how it keeps getting better, which is a pretty amazing because the pace right now is like doubling every few months, right? In terms of what the agent is crazy. So he could see that going on for at least another couple of years. And he's right. That's going to be very, very impressive in three years. But it's still not, it would still probably take until sometime in the next, you know, decade or two to do some of these other things replacing people. The question is, is he going to keep getting better or not? And it's a fast and fast situation. It's a little bit likely. You know, it's, I tend to think the universe works in asymptotes and non-exponentials. Like the idea of a singularity, Sean is that the thing like starts getting better and better and then it improves itself faster and faster. And then just infinitely shoots upward and like the whole, everything changes. And you basically have a God that you've created. Like that's like a secular person's, you know, religious view from the tech world that we're just going to change everything with a singularity. And I think you have these explosions that like hit natural limits and then go over. And so my view for everything, every other phenomenon I've ever studied, it's that these things don't just go exponential forever. There's limits to the universe and how these things work. So maybe it doesn't go exponential. I don't know. I think it probably doesn't. But some people think it probably does. That's a really big question for us for 10, 20 years from now. Right on. Right on. Let's talk about some of these companies that ADVC is investing. Yeah, anyone here about I keep I picked a handful here. First one I want to talk about is overland AI. I'm other. I've been kind of following that company for a couple of weeks. I just saw it and then and then when I was getting ready for the interview today, I was like, oh shit. Byron is an impressive man. He's a professor out west and he's won the National DARPA contest a bunch of times of how you navigate over kind of random terrain. Right. So this is very different than a soft driving car. The problem Elon and Google and those guys are solving is driving on roads with people and bikes. And it's a hard problem, right? There's a really hard problem, obviously. The problem he's solving is like over kind of like random 3D terrain like in a forest. Like if you're going to launch an attack or if you're going to defend this, you know, if you still want to have to drive something out back over, you know, up behind here where your student is like, that's a different sort of self-driving problem. You need light art for sure because you're like measuring ahead where it dips down. You might have ditches. You get stuck in your maneuverers. You're going around, mountain, your climbing over. So he's the best in a world at that. And his vehicles can go without humans interfering for days. And this is obviously very, very useful for a military to be able to go over complex terrain. And originally he was powering all the other primes and all the other vehicles out there. But now he's building a bunch of his own. Right on. What do these vehicles look like? He's doing both. Actually, it's interesting. His, I think the main one we're going to make a lot of are our smart, rugged, all terrain vehicles they can have a bunch of different kind of sensors and weapons on them. But they're, but they're not for carrying people in this particular case there. So I think in there, they're much, much, much cheaper. So tank is very useful for certain things. But these guys, you probably could have several hundred of them for the cost of a fully out, out, you know, equipped tank. Oh, sure. With different sensors with different weapons, coordinating. I'd be a hell of a lot more scared if I was a hundred miles away. There are 300 of these smart things coming at me than just a single tank. So there's, there's two, two different types of weapons. So is this, is this similar to Seronic? It is kind of analogous in the sense that you have autonomous Seronics building at scale, autonomous, you know, warships. And Seronics first product was a 25 footer. Seronic last year also built, as you know, the fastest built big ships since World War II. So Seronic is now building at scale, 180 footers, 150 footers, 100 footers, which is pretty awesome, right? I mean, 180 foot autonomous boat can be more powerful than a 400 foot destroyer if it's autonomous. Because the destroyer has a freaking hotel on it that is 180 foot all weapons. So you actually have more weapons on the 180 footer than the destroyer. Damn, which is pretty cool, right? And by the way, in a battle, what's the destroyer doing in a battle? It runs, it has to run away. It's 500 lives. It's going to get wiped out. These guys don't have to run away, they can freaking charge, right? And you got a lot more of them for the same costs. So, so that's so Seronic, what they're doing makes sense. Similar, we're over the layout, you're also going to want a lot of these things that are autonomous, that are much cheaper at scale, go into a territory. If we ever have to fight in a jungle, ever after fight in Ukraine, ever after fight anywhere on the ground, you're going to want this stuff. Is Seronic deployed anywhere? Yes. Seronic, Seronic has, but it's not, it's because the war is going on. We're not able to talk about any of that right now, unfortunately. Rob, damn it. I can't wait until we can. Yeah, you got to get Dean out of that key. He's a big fan of yours. And he's a Seronic, also, of course. Yeah, we had him on. Yeah, he loved it. But how about tap training all day? Yeah, that's really cool. Jason Spires. He's a really good guy. You know, actually, he had an interesting background. He wouldn't mind me standing because he overcame this thing where he grew up really poor. And he was dealing marijuana, they threw him in jail for a long time. We're being good at it. And he got out of prison in his 20s. And he was a Stanford. And then he went to Palantir for a little bit. And I ended up meeting up with him and we helped him as he got this thing going. And you've kind of root for guys like that who had a tough upbringing and where, you know, he didn't, didn't hurt anyone. He was just really good at selling. on this stuff. So they locked it off. But like you saw when I really admire and he's obviously turned his life fully around and it's a great entrepreneur. And this is one of the most important areas for our country right now. It's called trading all people is how do you get people to get great jobs and get them exposed to like kind of more higher-end vocational trading working with machines that cost millions of dollars. Not you know it's too expensive to build a school to train someone on a semiconductor machine that they might have to work with that costs tons of money. He's built instead with his co-founder some amazing VR technology. So the students are actually partnered with a bunch of these companies where they'll train people in VR, make sure they can get to the point where they're actually pretty proficient and learn a bunch of different stuff. And then and they'll have trainers who've done this forever in their company you know helping them do it at scale. And then once they're good enough they get a train on the rail stuff. And so it makes it so much more affordable to take huge numbers of Americans and get them ready for high-paying jobs and you see it's helping you know tens of thousands of people. I hope it will be helping hundreds of thousands of people soon. Right. Oh man. Yeah. It's a good it's a good good thing to do. About Esper that caught my attention to plow it. I love it. Cloud policy making software. I love it. Malca's an impressive founder. Her parents were from Afghanistan actually she grew up here. Very pro-liberty lady shows she's like I love I think you can be American for many background if you love liberty and you love our country and love our values. And she and my wife became friends actually because they're both both interested in policy and they're both obsessed with the regulatory state being really broken and really hurting a lot of things in America. There's kind of a core conservative value of how you make government less stupid. And so what she realized when she started this company is that technology and AI can actually make the regulatory state work hell of a lot better. So it's a non-partisan thing right. You just like no one wants government to be dumb because it's pretty dumb sometimes. And so if you're going to make for example if you're going to make a regulation what's the process to make it to check other states to learn what's going on to see what the code is. What's the process to review it? What's the process to see how it's working? How could you? What's the process so people in the field know what the regulations are so they can intelligently kind of use them and not just like not just for ask people necessarily. So there's a lot of interesting tech to make all that transparent and she has a bunch of states using it to basically like make the regulations smarter to get rid of bad regulations and just run that process. It's profitable company and growing really well working both blue states and red states and just making government less stupid. So I love stuff like that. Yeah, and that's awesome. And then the other one that really caught my attention was bedrock. Yeah, this is cool. This is cool. Boris, he's also great liver liver. Now to get all these people in trouble with their other people and his father was like a genius from the Soviet Union who fled here basically like one of those like physicists. Like that. And Boris was a great entrepreneur. I met him through a mentor of mine a long time ago he's working on stuff in AI and he ended up selling a company to Google and he helped run part of their Waymo division. You know Waymo is a self-driving cars. So these are a bunch of a bunch of really really talented guys. I mean it's amazing what Waymo is that. I'm rooting for Elon against Waymo with Tesla but they're obviously both comes from like great DNA and his new company it's autonomous construction, autonomous excavation. And this is this is this is really really cool because first of all 25% of all the costs right now to build something in the US and construction is tied excavation. And second of all there's tons of things like there's quarries or 6000 quarries where you can never basically get enough stuff out of them cheaply enough everything's really expensive because you never get to hire tons of people right away then you have to fire them all because you can't use it for a while and you can never get enough people for the right jobs and sloppy and it's like messy and a lot of it's boring. And so he actually has it's working. And he's raised a few hundred more million more dollars recently since we invested from all sorts of top investors and they're partnered that they're using caterpillar machines they're using their you know people people love it and they're they're actually deployed and it's working they do it in Texas doing now Obama. Here's the funny thing the tech of course unfortunately AI people are in California but when they do stuff in the real world they always come to the goes come to the center of the country or the states are run well. I mean that's gonna change that's gonna change a lot. Yeah I mean so because it's not just excavators right it's it's it's it's construction it's gonna be all sorts of construction stuff you start with excavators that's a really hard problem with multiple dimensions like you're digging on a hill and you're not different kind of dirt coming up and it's really interesting you know one of the crazy things is they train on like tons and tons of data which is part of their advantage is they partner now with lots of different companies getting all the data and it and the computer learns what to do and so one of the things to learn how to do is when there's done digging and there's been waiting it'll go around and use the scoop or to clean things up nearby and like smooth things out and like because I learned that from the guys doing it isn't that crazy that's why I mean I feel like shit's gonna get done at least three times I mean if typically eight hours what eight hours construction shift well you think operate that machine or you think about it like we have 24 hours a day that's three times faster I'm always jealous I'm always jealous of Japan because like they'll have their roads just like the guys will come at night because they respect their other people so much in their society and they don't have the weird unions that the break things so they just like work really hard at night well paid and get it done fast right so you can be on the road again now you could do it again without having to keep the union guy up and they you know damn no and but and by the way here's the thing this is like a classic Jeffin's paradox thing which is really important for economics because a lot of people might see this and their first instinct might be well if you you're just getting rid of people's jobs right that that that that might be the thing they think and and and here here's here's what it is it's that when you when something goes down and cost you can get do a lot of demand for a lot more of it right so the original Jeffin's paradox it's important to people understand this is the key economics concept is is they figured out how to make coal plants twice as efficient in the 19th century there's a big deal because coal was like the big energy and so if you want a bunch of coal mines a lot of people did that was a big thing back then and coal plant or twice as efficient all of a sudden everyone's like oh my god they're not going to need our coal anymore and you know what happened instead is the man for coal went way up because because all of a sudden because energy was so much cheaper it was now a much more in demand and there's much more uses of it and it's the same thing here if you can build buildings in America for much cheaper suddenly a manufacturing project the reinforce to do in Mexico or force to do in the Philippines or Vietnam or wherever else the hell the number said to do it suddenly it makes a lot more sense to do it here because you're building it for much cheaper and so suddenly suddenly your cut so all so the amount of economic activity you're going to create if we can make these things cheaper it's going to go so up there's going to be so much more stuff that just right now there's all this stuff Sean that I really want to do here as a patriot and I do I produce a lot of things here I build things with the ships and everything else but a lot of stuff doesn't pencil like Joe I'm sorry doesn't pencil and you can't just be a crazy person has to pencil right but this makes a lot of stuff get a pencil a hell of a lot better than a few years so it's going to lead to a massive boom in economic activity here as it's a very good thing for America yeah man I mean what do what do these machines look like are they just repurposing the repurposing caterpillar machines for now caterpillar by the way is crushing at the last few years you can imagine as well the construction and data centers and demand for their machines around the world so they're a very profitable massive company and they love this they know they can't build it themselves and so they're they're working really well and partnering and figuring out and we're equipping their machines and you know who else is going to be going into this sector as well as our friend Travis just announced it if you followed that at all Travis Kalanick so he's the one who built Uber right very famously amazing entrepreneur super hardcore guy in terms of builder and his latest company he's renaming Adams and he's going into the world of Adams you can go he did a whole manifesto online so bed rocks my favorite big company exists in this space but in other parts of the space like mining etc Travis wants to figure out how to make the world Adams work with AI so this is going to be a hopefully huge growth area for everyone in the next several years man that is wild yeah what are you excited about you know I'm ex-America is Batman like I said I think I think I think our country went through something very weird for 50 years like all of a sudden we had a way to eat lawyers from the early 70s we had this fiat currency we got the gold standard we had all these bureaucracy sprout up I mean it's almost like it was like it was almost like the Soviet Union somehow infiltrated us I don't know something really bad happened where a culture went off the rails workers weren't paid as much finance got to be too big relative to workers I think it's a major problem I still think we got to fix that with you know there's all these things were broken for 50 years and suddenly in the airplanes didn't get better healthcare it got more expensive everything got broken suddenly it's all reversed suddenly how the girls gonna get cheaper airplanes are gonna get better and faster like government's gonna get less stupid with it with this AI stuff all this manufacturing is coming back all of a sudden we're building ships again with Dino like we're trying to build 230 times the mass ships as we we can we're gonna 100 exit in America the next next several years like all this stuff like he just you know he's just he's healing out to himself but he just raised billions more right there's all this stuff that's getting funded all stuff that's working all stuff that's growing like America is going to be by four number one again and we just got to make sure we don't rip ourselves apart we don't let the left get in charge because they'll break it I love to hear that I love to hear that I got a high question for you all right you ready Joe drone swarms just flew over barksdale air force base for a week straight this is where we keep nuclear b 52s they resisted jamming they were custom built and the military couldn't stop them your company epiress literally builds the weapons designed to solve this problem so what's actually going on here is this a real foreign adversary probing our nuclear infrastructure or is there any chance this is a sire up a distraction from what's happening with Iran and everything else right now you know it's a great question and I almost texted my friends and the pentagon to ask him about this because I was wondering it too I probably should huh that other other the reason they might not tell me is that they know I'd probably tell everyone I talk to you so I don't have inside information I wish I did um there are that you're your listeners 100 percent right a press could shoot these things down I actually just posted something right before I went on the show a couple hours ago I press has a new autonomous uh thing where the truck drives by the time I see you. opens up and fires a ton of the slay of the drones. You put a couple of these-- - Oh shit. - You put a couple of these at the base. They take the drones down the road away. Because, say, anti-jamming is one thing. Epirus is not just jamming. Epirus is frying the circuits. Epirus is literally applying an insane amount of energy all splashed into a 10,000th of a second and using AI and everything to get the power to hit the guy and I try it all at once. And the burst just is a cone of energy. It just fries these things. So yes, Epirus 100% could fry these and turn them off. And so if we really need to, maybe they're gonna adopt it. So let's see. I think that's the obvious solution. - Andy Lowry's coming here on Monday. - He is. - Yeah. - All right. - He's bringing one. - Oh really? - He's bringing it one. - We're gonna get a one round. - Good man. - Let's get him on the fry the neighbors. - Andy's a CEO of Epirus. No fry the neighbors will get us in trouble. - The neighbors cars. The problem is, is once you fry some of these things, you can't turn them back on. They wouldn't be very happy with you. (laughing) - There's a follow-up. If China takes Taiwan tomorrow and controls TSMC in those chip factories, can we even continue to build drones in AI weapon systems? - So first of all, that's kind of what I was alluding to earlier about if they do take Taiwan. What does that mean? And you were talking about repurposing chips. - Yeah, so first of all, TSMC is part of like a massive ecosystem. So a lot of the design, a lot of the work, a lot of other things, happen in America, happen around the world, happen in the ASMR in Europe. Like you couldn't just like take TSMC and just like own it for yourself. Like it would stop working 'cause you'd stop sending the designs, you'd stop doing the work. It's not been running right? - Oh, okay. - So it was all centralized. - No, it's actually really interesting. I think America actually does capture more of the profits from the chip ecosystem than Taiwan does. This is what people have missed. Like they definitely capture more of the revenue because of like the cost. But if you look at the actual profits, we're still capturing more than they are because we do so much of the work. It's a very distributed industry where a lot of that's happening at land research and applied materials and all these companies that maybe you haven't heard of that are in the Silicon Valley that are part of the US still. And so they couldn't just take it all away. Now that said, they could massively slow down everything in global chip production. They could definitely cut off all the newest stuff. It would take a long time to redo it, which is why we're trying. So obviously builds what we can here. But listen, it would set back AI by five or 10 years. Would it stop us from building drones? No. Like we have another separate problem right now, which is that we don't do enough rare earth refining, which is something the Department of War has done a really good job trying to change. It's been at least a couple of companies that bring a lot of money into it. You know, they're going to mine rare earths, they're going to refine rare earths. And you need those things to be able to build a magnet to the drone's motors. Like most of the Ukrainian drones on both sides involve China and their supply chain, which is not good for us. That's like a shame right now. That's how it works. Which we got to fix that. But that's not necessarily the TSMC problem. That's a separate problem. We got to fix that we're working on. I mean, you were talking about Elon, you know, getting David into this. - Sarah Fab, yeah. - How? - I mean, - You got to bring someone on who knows more about it 'cause it's a new thing. - Yeah. - Yeah, I'm just curious. What is the timeline? Is there one? - I have nothing about respect for Elon as the number one builder in the world. I think when you're a great entrepreneur, at least if I speak for others as well and for my own things where I've built fire six pretty big companies. Like I think you almost have to trick yourself. At least for me in thinking it's gonna be faster than it is 'cause otherwise you can't get yourself to do it. You know what I'm saying? Like when you start one of these companies, at least in my experience, maybe I'm just slower but they always take longer. They're always harder. I think Elon has done most amazing things but he's also made predictions where things take longer. And that's, I think that's just normal for a great entrepreneur. So I think it's just really hard to know how long things you're gonna take. And I think whatever someone guesses is a great entrepreneur, you could sometimes maybe have a few more years. And so I think it's thing takes a while. That said, they're going really fast. They have the best people in the world. And it's really good for America that they're doing it. So I'm rooting for 'em. - Is that an Austin do? - Yeah, it actually is. - Yeah, that is wild, man. - It's so cool. We're just finishing our STEM building for a new university right next to SpaceX and boring company right there next to all this stuff. We have a 30 acres and it has awesome building or they're actually helping us. They're gonna be doing like robotics and clutch blundering and all sorts of stuff there. It's a really fun area right now. - Damn, that's cool, man. - University of Austin, we're crushing it. - That's cool. - What are you guys doing over there? - University of Austin, man. - We talked about it last time, you were here, but-- - Yeah, that's great. The third class is joining right now. These are about, Peter Till has already hired away a few of our people from the first two classes and a bunch of them online. You can go look, they're doing all sorts of cool companies, all sorts of cool internships with boring company and volunteering and all sorts of different groups we partner with. Listen, these are amazing young people. It's to have a really top scorshion and then to turn down an Ivy League or another top school and go to a new university, you have to be an entrepreneur. You have to have an opinion. You have to want to be part of the, you know, frankly, it's the count really. It's the new elite. It's the people who don't want to be part of the old kind of broken Harvard Yale kind of loser mess. Like CFR, you know, guys who predict everything wrong about what's gonna happen in the Middle East and are just like part of the old corrupt old guard. Like they want to be part of the builders. They want to be part of the actual competent people who think for themselves and don't just echo what you're supposed to say. I think it's going really well. - That's awesome, man. - Yeah. - Well, Joe, there's awesome catch it up, man. It's great to see you. - Hope what you're doing. - Thank you. (dramatic music) - No matter where you're watching the Sean Ryan show from, if you get anything out of this at all, anything, please like, comment, and subscribe. And most importantly, share this everywhere you possibly can. And if you're feeling extra generous, head to Apple Podcasts and Spotify and leave us a review.