8/20/26: Hegseth Hid Damage To Bases, Fox News Data Center Propaganda, Palestinian American Begs US For Help From Settlers
46m 31s
The transcript covers two main segments from a news show. First, an interview with shipping expert Sal Mercogliano discusses the Iran war's impact on the Strait of Hormuz. While the strait is open, oil traffic has dropped sharply from 23 million to 9-15 million barrels per day due to Iranian attacks on ships, causing some tankers to turn back. The U.S. blockade and sanctions have forced Iranian vessels to shelter in Indian and Sri Lankan waters, with the U.S. using economic coercion to reroute traffic. However, U.S. Navy logistics are struggling because bases in the Persian Gulf were abandoned, leaving supply chains thousands of miles long that can't sustain operations, reflecting a broader post-Cold War neglect of logistics infrastructure.
Second, the hosts analyze the growing political backlash against data centers, which polls show are as unpopular as nuclear waste. Bipartisan opposition has led politicians like Pennsylvania's Josh Shapiro and Texas's Greg Abbott to impose moratoriums or strict regulations, despite tech and Republican elites launching media campaigns to frame resistance as "far left." The hosts argue this backlash is a proxy for broader concerns about AI's societal costs, including job loss, resource use, and loss of local control, drawing parallels to nuclear power's history. They emphasize that data center opposition is a rare democratic lever against unchecked AI expansion.
Finally, a segment features Louis Ritty, a Palestinian American homeowner in the West Bank, describing how Israeli settlers and the IDF have besieged his house for 12 days, declaring it a closed military zone. Despite his American citizenship, he fears for his safety and criticizes the U.S. government's inaction, urging Ambassador Mike Huckabee to visit and intervene, as settlers continue to harass his family with impunity.
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Hey guys, Sagar and Crystal here.
Independent media just played a truly massive role
in this election,
and we are so excited about what that means
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Very excited for our next guest
who can break down all of the shipping
and logistics issues at the center
of the Iran war.
Sal Mercogliano is with the
What's Going On With Shipping YouTube channel.
Everybody go subscribe.
Fantastic work you're doing over there.
Welcome, Sal.
Thank you for having me, Crystal.
Yeah, of course.
And Sagar regrets not being here.
Suddenly, all of our mics,
except for mine,
stopped working.
So, I get the privilege
of interviewing you solo,
but I wanted to start with a little bit
of the state of affairs
with the Strait of Hormuz
as best we can tell.
Here's Trump insisting
that the Strait is open at this point.
I want to ask you about Canada,
but first, the Treasury Secretary says
that we could see the most impactful
sanctions on Iran this week.
When will they come,
and what else could be sanctioned on Iran?
Well, we have things
that we could sanction,
we have very draconian sanctions,
and we'll see what happens.
Right now, the Strait is open.
A lot of boats are coming through.
People aren't reporting that,
and that may slow down a little bit
at some point,
but right now,
a lot of boats are coming through.
The naval blockade
has been extremely effective.
So, this is something,
as a layperson,
I've had, frankly,
a lot of trouble tracking
just how many boats
are getting through
the Strait of Hormuz.
So, what do we know
at this point
of how choked off shipping is
through this region?
Well, what we do know
is we could track the vessels
that are loading up
against the docks
in Saudi Arabia
and throughout the Persian Gulf.
That's visual.
We can see that.
And so, we have a good idea.
Obviously, ships are turning off
their tracking
as they go through
the Strait of Hormuz.
So, you can't really use
AIS data
until they come out.
What we think is coming out,
Secretary of Energy Wright
came out and said,
we're seeing anywhere
from a range of about
9 million barrels per day
coming out of the Strait of Hormuz.
And he said,
that's giving us a total
of about 15 million
with, you know,
with the bypasses in effect.
However, prior to the war,
with the Strait of Hormuz
and the bypasses,
we were getting about
23 million barrels.
So, we're nowhere near
the level that we were pre-war.
And that's one of the big concerns.
But the more particular concern
right now is the fact
that the Iranians
seem to be hitting ships
very consistently
coming out of the Strait of Hormuz
to the point
that we just saw
three Chinese tankers
heading for the Strait of Hormuz
coming out turn around.
And that's going to slow up
the ability
of ships to come out.
So, right now,
we're seeing some ships come out.
We're catching them
as they come out
into the Indian Ocean
and they turn back on
their transponders and come out.
But the problem is
it's nowhere near
at the rate we were.
And more importantly,
it's not flowing
in a consistent manner
because a lot of that oil
that does come out
of the Strait of Hormuz
then has to be transferred
to other tankers
because those same tankers
come back into
the Strait of Hormuz.
So, it's not
a very smooth flow.
We're not getting levels.
So, are they still doing
this shuttling process?
Is that what you're
referring to there?
Yeah, the process
that had begun
early on
under that MOU
where the United States
was kind of
clandestinely operating
this southern lane
close to Oman,
that seems to have been
consistently being done.
It kind of turns on
and off at times
and we catch it.
The way we catch
these ships coming out
is they're coming out
of the Strait of Hormuz
and they're nesting
doing what we call
a ship-to-ship transfer.
They meet up with ships
out in the Gulf of Oman
and transfer their fuel
because most of the ships
that are making this run
are state-owned ships
that are owned by the UAE,
by Saudi Arabia,
by Kuwait,
by Bahrain.
And those are the ones
that are risking
the voyage out
because they're insured
by the state
and they're getting
some sort of protection
by the United States,
probably aerial protection.
But again,
the Iranians
are demonstrating the fact
that they can reach out
and touch these ships
and that's the most disturbing.
We're seeing at least
one or two ships
almost hit every day now.
Let me get your reaction
to a CNN piece
that ran recently
that you likely saw.
The headline,
is Iran has lost
significant control
of the Strait of Hormuz.
I'll just read you
the couple opening paragraphs here.
The battle for control
of the Strait of Hormuz
has become the focal point
of the Iran war.
At the moment,
the evidence is clear.
The U.S. patrolling
the Strait with its navy
is gaining ground
and Iran is losing
much of its control
of the critical waterway.
More than 80%
of liquid transits
through the Strait of Hormuz
over the past two weeks
have taken the Omani route,
a U.N.-authorized
shipping channel
that Iran vehemently opposes
or have been dark transits
that likely took the Omani
route,
according to Kipler,
which tracks ships
using transponders
and satellite data.
I saw a lot of debate
around this piece.
I wonder what you make of that.
Yeah, the Iranians
are losing
a little bit of control,
but that has a lot to do
with the U.S. blockade, too,
because the U.S.
is stopping Iranian ships
from flowing in.
They're also stopping ships
that are going to Iran.
And so a lot of that traffic
that was coming out
through that northern route,
which was the Iranian channel
close to Kashim
and Larrick Island,
that was Iranian ships.
And the U.S.,
once they reached
and reinstituted the blockade,
what we're seeing
is a lot of Iranian ships
heaving to
and basically sheltering
in the territorial waters
of India, Sri Lanka,
and off the coast of Malaysia.
And Iran had been working deals
with countries
to broker their passage
through that northern
Iranian strait.
Behind the scenes,
the U.S. is exerting
a lot of pressure
on the ships
that were using
the Iranian route.
They're saying that
if you do business
with the Iranians,
what's called
the Persian Gulf Strait Authority,
which is operated
and controlled
by the IRGC,
the Islamic Revolutionary
Guard Corps,
you are going
to be sanctioned.
Meaning,
if you touch that,
you know,
that oil you're carrying,
the tanker,
is going to be under
a U.S.
and potentially
other sanctions.
So they're trying
to use economic coercion
against the Iranians.
And that is having an effect
where we're seeing
less ships come out
through the Iranian route.
Turning to another issue
that you've been
tracking closely,
we've also been trying
to track closely
here on the show,
some of the dire conditions
and supplying issues
with regard to our Navy
and specifically sailors
aboard these carriers
in the region.
Give people
the top-level overview
of what has occurred
in this war
that has made
this provisioning
of these ships
very difficult.
Well, in many ways,
this goes back, Crystal,
to the concept
of the war in general.
You know,
the Trump administration
came in with the idea
that this is going
to be a short war.
They envisioned
an offensive operation
two to four weeks.
And I don't think
they foresaw
a shutdown
of the Strait of Hormuz
to the level
that it happened.
I think they were looking
at what happened
back in July of 2025.
We saw a slight reduction
in traffic
through the Strait of Hormuz,
but the Iranians
never targeted ships
to the scale that we saw.
March 1st,
they started hitting ships
and that locked everything up
in the Strait of Hormuz.
But more importantly,
prior to the launching
of the attack,
the United States Navy
and Coast Guard
pulled all its assets
out of the Persian Gulf,
meaning that the bases
that were located
in the Persian Gulf,
particularly
Bahrain,
the base at Manana,
and the other bases
in places like Abu Dhabi
and Dubai
and the UAE
and Fujairah,
they were lost
to the United States.
And once the U.S.
stopped their
offensive operations,
the hope was
the U.S. Navy
would be able
to pull back,
resupply,
and kind of get
themselves restored.
But they immediately
went into a blockade operation.
And that blockade's
been kind of on and off.
And unfortunately,
what has happened
is to sustain
that U.S. fleet
instead of
being just a few
hundred miles
from bases,
they're now several
thousand miles
from bases.
Diego Garcia
in the Central Indian Ocean
and more importantly,
the supply for Diego Garcia,
which is coming
through Singapore,
the Philippines,
Japan, and Korea.
So we're talking
about a supply chain
that's actually
thousands of miles long.
And unfortunately,
because of decisions
made by
not just the Trump
administration,
but previous administrations,
goes back to the 1990s
with the kind of
the peace dividend
after the Cold War,
we're trying to fight
a military operation
with a peacetime logistics infrastructure.
And once you go to war, you start consuming more fuel, spare parts.
And what's happening here, and what you see very graphically in the Lincoln, is they just
can't keep up that pace of operation, and it catches up with them.
You know, one of the things, I think, you know, everything you say is completely accurate.
It's just sometimes hard for me to wrap my head around, though, because you talk about
a peace dividend after the Cold War, and yet we see the military expenditures going up
and up and up.
So I think myself and a lot of Americans are asking, well, what is this money going towards
if we're having all of these issues with, you know, the very basic idea of, you know,
logistics and operations in what has been a relatively, it's been a very significant
war, but relatively short term in the grand scheme of things?
Well, in many ways, what we see, and I think Pete Hegseth kind of really embraces this
idea, is what you're seeing here is the idea that the focus is on really the warfighter.
It's on the kind of the point of the spear.
And unfortunately, the logistics side, the tail of it, doesn't get the attention it needs.
And, you know, we see that in commercial.
We saw that happen during the supply chain crisis, during COVID, when all of a sudden
toilet paper became a commodity shortage.
We see it when all of a sudden there's a disruption and you can't flow goods when the Port of
Baltimore closes because of the Dali, when the Houthis start attacking ships.
And what this takes is a lot of investment for the infrastructure.
One of the things that I've talked about in the past is.
Post-Cold War, we should have been shifting our investment in shipping from military shipping
into commercial shipping so that we would have the tankers and the cargo ships and more
importantly, the kind of the civilian infrastructure, especially across the Indian Ocean.
We see the Chinese doing that, for example, with their Belt Road Initiative, where they
have a lot of infrastructure across the region.
And I think that's really one of the focus.
Nobody wants to listen to the person in the back of the room who's going to sit there and
say, hey, this operation is going to be tough because we may run out of food and fuel and
ammunition.
But that is the real critical element.
And in many ways, we are so good at logistics and we've been so good at it for so long.
You kind of take it for granted that it's always going to be there.
We're always going to have that supply.
And what we're seeing now is a real challenge to it.
Yeah. Put C4 up on the screen.
This was something that you flagged that I wanted you to explain for me and for our audience.
You said hearing rumors the Department of War is going to activate one of the national security
multi-mission ships, either from a variety of locations, whether they're in the U.S.
Navy or the U.S.
Navy, they're going to be in the U.S.
Navy and they're going to be in the U.S.
Navy.
Why not you?
That's odoo.com.
All right, everybody, I'm back.
You have no idea what the screaming and all that was involved behind the scenes,
but the microphones are now fixed.
It wasn't our crew.
Yeah, it was not our team's fault.
It was not our team's fault.
They're amazing.
They did nothing wrong.
I'll leave it at that in terms of, yeah.
Anyway, so I'm back.
Great interview, Crystal.
Thank you.
All right, so let's go ahead.
Let's talk about data centers.
Let's put D1 up here on the screen.
So this is a fascinating, actually, internal memo,
which came from the Senate GOP campaign arm.
Quote,
In a private memo to top AI companies,
they warned that toxic views of U.S. data centers
are killing the party's chances of holding a vital seat in Ohio.
In the memo obtained by Axios, the NRSC,
Democrats have made data centers a centerpiece of their campaign
to defeat Senator John Husted,
and it's working.
Quote,
If he loses and data centers get the blame,
politicians across the country will take notice.
They will not go near the next one.
This has become a sleeper issue for the entire election cycle.
Why it matters.
Republicans want AI companies to do whatever it takes
to stem the public backlash.
AI CEOs and top Republicans share in the rising panic.
They tell us internal polls show data centers
are as popular as nuclear waste
and, more broadly, have become a proxy for feelings about AI.
They tell us internal polls show data centers are as popular as nuclear waste.
AI.
Tech giants are now scrambling to pull together media campaigns,
of which I have certainly found myself a target of,
to try to shift opinion before it hardens locally and nationally.
But Democrats aren't dummies.
They see the same polls and are moving fast.
And perhaps the single best example of that,
of the media campaign,
we have found this segment,
which just happened, what was it, two days ago?
Yeah, something like that.
I think on Fox News.
It was right after this Axios story dropped
about how Republicans are freaking out.
Right.
About the data center issue and warning the tech industry.
Hours later, Fox News launches this little segment.
This little campaign.
This is a gem.
Let's take a listen.
I think this is a grave mistake.
This is a national security issue
that's turning into a local zoning issue.
And I don't know anyone,
if you've ever been to a homeowner's meeting that's run well,
they never are.
And now we're putting politicians in charge of a technology
that very few of them ever understand.
And it's moving too fast.
And I would tell you, we've been here before, right?
Remember?
5G and cell towers.
Nobody wanted them in their backyard,
but they wanted five bars of coverage.
Same thing here playing out with data centers.
People are afraid of what's going to happen.
They talk about the cost, but here's the funny thing.
When it talks about water usage,
your local Olive Garden uses as much water
as an average data center.
So I don't hear anyone opposing Olive Garden
on their water usage and bill going up.
They should because it's not real Italian food.
So we're in a race with China.
Absolutely.
And you can look at the numbers, right?
AI Inventions China, 38,000 compared
to over 6,000 for the U.S.
Patents, 38,000 to six.
You see what we're seeing here, by the way,
robots installed 276,034.
China isn't dealing with any of this.
But I wonder if ultimately, forget the scarcity of chips,
forget China trying to go without being held back
in any way.
If the rising opposition to data centers in this country
is one of the biggest threats to our development and achieving
dominance.
Yeah, as you see here, I mean, China's building out capacity
while the far left's building out opposition.
The saving grace is federalism here, right?
Different states have different laws and rules.
So while New York and other states may pass moratoriums,
which will ultimately damn them and drive up real electricity
costs and keep them out of the data center race,
I think this administration, the president,
is very rightly focused on making sure there are plenty
of data centers built here.
There's over 4,000 planned right now.
On top of the 4,000 that already exist,
you know that Virginia is an epicenter.
So we're going to see a lot of data centers built here.
We're going to see that happen in areas like Texas and New York
in spite of some of these regulations.
A lot going on there.
It's about China.
It's about the far left.
Yes, far left weirdos like Greg Abbott,
Byron Donalds, and Josh Shapiro are the people
who are leading the campaign.
And just to show you how politically radioactive
this all is, let's take Josh Shapiro as a test case.
So let's put this up here on the screen.
The governor of Pennsylvania talked to a polling expert
and he said that Shapiro was above water
in the state on every issue except for data centers.
And lo and behold, he just comes out yesterday,
breaking, I just signed an executive order
signing order blocking irresponsible AI data centers,
implementing the strictest standards in the nation.
I will not allow Pennsylvanians to be bullied
by greedy developers and bulldozed by the lawyers
working for these big tech companies.
Effective immediately.
We are requiring AI data centers to commit
to strict environmental and transparent requirements,
receive reporting, and implement standards.
We also need approval from the local community
if they want to build here.
That's not all.
We are also removing all data centers
from our fast track permit program
and stopping any office or agency under my jurisdiction
from signing an NDA with AI data center developers.
Now, let's contrast this to a year ago
of Governor Shapiro on CNBC
when he talked about a new Amazon data center coming to PA.
Let's take a listen.
Amazon announcing plans to invest
$20 billion in Pennsylvania
to build high-tech cloud computing and AI campuses
across the state,
hoping to create over 1,200 jobs.
Joining us now, Pennsylvania Governor Josh Shapiro.
Is this the biggest ever private investment
in Pennsylvania, Governor?
The biggest ever by a factor of three.
And I think it's important to note
that this is just an initial investment
coming from Amazon of at least $20 billion.
So this is going to grow.
Pennsylvania is going to be better.
I think America is going to be better off
because we're going to win the battle of AI supremacy
and it's going to be done right here
in the Commonwealth of Pennsylvania.
Look at that little smile on us for the biggest investment.
What a difference an entire year makes.
And you think that that's far left from Governor Shapiro?
Also, for the record, Olive Garden is bad
and we should ban them too.
But America's not ready for that conversation.
Also, for the record,
what he's saying about the water usage
is total and complete bullshit, just so we know.
Maybe you could cherry pick some small data center
somewhere servicing some sort of something
that uses the 1,000 to 5,000 gallons of water
that Olive Garden uses.
But the AI training data centers
use millions of gallons of water.
There is no comparison there.
So it's just total and complete bullshit.
But it's very, very interesting
that they want to try to frame this
as a far left issue and make it partisan.
And I think for some Fox News boomers,
that may well work if they do it consistently.
What the polling reflects right now,
there's very little divide
between Democrats, Republicans, and independents
in terms of their opposition to data centers
and certainly their opposition to data centers
being located in their backyards.
A lot of these places are going up in rural America,
which of course tends to be more Republican
and more conservative.
So a lot of the local opposition,
grassroots opposition,
has been among Republicans
in very conservative parts of the country,
in red parts of the country.
So these dynamics are starting to pop up
in a lot of races.
In Wisconsin, Francesca Hong,
who ultimately lost the Democratic nomination,
she was the only one in the Democratic primaries
who took a clear-cut position
in favor of a data center moratorium.
David Crowley, who won,
has a sort of,
it's sort of a Josh Shapiro-esque position.
But when he got asked about
what's your big difference
between you and Francesca Hong
for some unknown reason,
he said data centers,
which is one of the issues where she was best.
Republicans, who have a very similar position to him,
by the way, on data centers in the state of Wisconsin,
seized on that,
and they're calling him Data Center Dave.
I know.
And are very effectively weaponizing this against him
because the politics are not just toxic
for the quote-unquote far left, guys.
This is a very, very, very popular position.
And the freakout, I think,
from the political and the tech elite class
is warranted
because politicians will look and see
if Sherrod Brown wins,
and a lot of it has to do with data center.
And they will take that as an example of,
oh, this is an issue we just can't cross.
You know, moving forward to 2028,
we got to be on the right side of this
because people are pissed.
They said it's as popular as nuclear waste.
It's actually less popular
than having a nuclear facility in your community.
People would rather have that than a data center.
In a certain way, that actually makes sense
because the data centers are really noisy
and have a lot of direct impacts on quality of life
and, of course, on your electric bill.
Your weight can change for reasons
that have nothing to do with you.
Nothing went wrong.
The math just moved.
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What it sounds like when you road trip to the iHeartRadio Music Festival in the all-new Hyundai
Palisade Hybrid. Wow, this is really nice inside. The Palisade Hybrid has more luxury than ever.
Whoa, this sound system is awesome. Turn it up. More tech than ever. Sweet, you got the available
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623144603 for more details. Well, let me show you another far-left socialist. His name is Sid
Miller. He wears a Stetson. He is the Texas Agricultural Commissioner. He was a leading
surrogate for Donald Trump in the election. He is one of the most well-known Republicans in the
entire state. Here he is sounding off on the governor of Texas, who, by the way, is now against
data centers, signed a data center moratorium in the most pro-government state in the United States.
Arguably in the entire union. And here is a leading Republican elected in that state
attacking him for that position for not getting there soon enough and taking money from those
companies. Let's take a listen. If we don't get our cattle supply up, couldn't one argue, well,
you're doing something with your land, you know, selling it to an AI company that can make money
off of it, you know, versus unless we're going to get more cattle, what's it doing? Well, we do a lot
of that. Actually, we lose about a farm a week here in Texas, either data centers, solar farms,
wind farms, housing, parks, airports. I mean, you name it. So urban encroachment is getting more
farmland than anything else. Are you worried about these data centers? I'm very worried about the data
centers. We're going way too fast here in Texas. The reason they're coming to Texas, and our counties
have no oversight ability, so they can just do whatever. If they can pick a place that has no
groundwater conservation district, they can do whatever they want. And if they can pick a place
that has no groundwater conservation district, they can do whatever they want. And the county has no
ordinance. They can do whatever they want. So that's why I called on the governor, Abbott,
for a one-year pause, a moratorium. Let's wait. Let's let the legislature meet. Let's put some
guidelines, some oversight on this industry. And September 1st of 27, we'll have a handle on this.
He refused to do that. Then I called him and said, well, if you're not going to do that,
let's do a special session. You can call the guys in and gals in tomorrow. We'll get on this. If
it's the only thing on the call, we'll get on this. We'll get on this. We'll get on this. We'll get on
this. If it's the only thing on the call, we'll have it done in a week. Give it immediate effect.
We can control the growth of this industry. And the reason he's got a
huge conflict of interest, Governor Abbott's taken millions of dollars from the data center industry.
Yeah. So that's a real far left. So, you know, I want to address all this stuff, too, because
and this is where somebody sent me a very thoughtful message. And they said, Sagar,
you are an advocate for nuclear power. Do you not see the parallels where you and I both know
nuclear power should have been ubiquitous in this country from 1970s? However, it was not done so
because of public backlash, very NIMBY-esque because of Three Mile Island and all that other
stuff. And I'll go, you know what? I take your point in that public backlash does not always
equal the right position. We would be crying for ubiquitous nuclear power and we would live in a
much better country if that were the case. But what are the differences? And also, even where
did they come from? At that time, to be fair, we did have Chernobyl and we are sorry, Chernobyl in
the 80s and Three Mile Island. Now, nobody died from Three Mile Island, but the way that it was
all handled and the corporate stuff was, you know, look, that I don't blame people for being upset
about that. And we were living through the horrors of the nuclear age and the duck and cover and all
that stuff that those people grew up with. So I get it. Anthropologically, it was the wrong
decision. But what is AI promising us that is equivalent to nuclear power? Because nuclear
power would have led to abundance ultimately. And I also got a lot of like, oh, God, who makes his
living on nuclear power? Fair. I will say nobody's built a new YouTube or YouTube data center to make host YouTube videos.
Google pre-AI had three new data centers. They have now 140 that they've announced. That's got
nothing to do with what I'm doing over here or tweeting or email or any of those. Yes, I know
those come from data centers. These are AI data centers. And it's a proxy for AI as a technology.
And that's where we separate it out. AI is a tool. We use it. Yeah, it can be very useful. But the
CEO say this is equivalent to nuclear weapons, like I just talked about. The CEO says that there's
what is an X percent chance humanity will no longer be involved. In fact, that's the plan.
That's the underlying growth trajectory. We want people to be fired. They want them to be
unnecessary. And by the way, we promise we're going to cure cancer, except that hasn't happened
yet. They're more recently pointing to this AI-assisted Moderna mRNA cancer vaccine, which
a lot of questions about that.
We'll see if any of that is true, how much of AI even contributed to that. But if it were more
like that, I think that'd be fine. But what is it really about? It's about the internet and our
proxy feelings about technology generally. And the proxy feeling is technology has been very useful
in terms of capitalism and in terms of productivity. It has been a destruction of basically
everything it means to be human. And we see that in all the trend lines over social isolation, over
the birth rate, over, I mean, literally any aspect of social life has been killed by the internet.
This is an empirical fact in terms of also our children and their addiction. It is now a proxy
battle, I think, for control over our lives because AI is the ultimate tool of control as we see. And
so, I don't know, I'm curious for your reaction too, especially with the nuclear power example,
because we have to grapple with that. We know it was very unpopular. It was obviously the right
thing to do. But we have to
grapple, I think, with why I think data centers is ultimately different than that.
Yeah. Well, you know, the Luddites, the original Luddites, they were not actually
opposed to technology. There was technology that they supported being implemented in their
workplaces. They were opposed to the destruction of their way of life. And in a lot of ways,
I think they were ultimately vindicated. And I feel in a similar way here. I'm not opposed to
technology. But the promise of AI is we're going to rip up the social contract,
destroy the entire white collar labor force first, and then coming for the blue collar,
labor force next, which has already been, of course, you know, significantly threatened by
a lot of the globalization, the global trends that have been pushed by neoliberalism. But
in any case, this AI fight and pushback, it is one of the only areas where the public actually
has a chance to exert some pressure and be able to successfully have some sort of pushback on this
overall trajectory. That's the reason why I focus on it so much and why I think it's so important.
Because at the top level, you know, Trump didn't ask, he didn't run on,
hey, we're going to be off to the races with AI. This was not a central part of his campaign. Now,
those of us who are following could read between the lines and see this is the direction that it
was going in. But that was not what he campaigned on. I don't think it was what most Americans who
voted for Trump voted for. So there's very little small d democracy occurring in terms of what
we're being pitched as this completely revolutionary. Everything is going to change. No one's
life is going to be the same. Technology. We didn't have buy-in. We didn't have a democratic
say. And we still don't have a democratic say. The only place where we have a chance to at least
slow things down and put some pressure and force them to get some buy-in from the public and strike
some sort of a deal with the public as they seek to amass all of this immense wealth and power
is through the data centers. Then there are, of course,
plenty of legitimate concerns. I mean, have you heard the way that some of these things
sound? It sounds like a jet airplane is taking off 24-7. You live next to that. That's going to
make you absolutely crazy. There have been issues with water supplies running dry because of the
impact of the data centers. Of course, there have been massive issues in terms of the increase in
the electricity cost. And people, look, NIMBYism, I'm not like a NIMBY, but there is something to
say about people should get to have some input over the direction of their community and what
this ultimately looks like. So I think that this is such an important
political fight because it is one of the only areas where there is a chance for small d
grassroots democracy to have any impact here. And that's part of why they're freaking out.
There's a reason why there is this concerted campaign now to say that you're wrong and you
shouldn't fight these data centers and these are great for communities and communities are going
to want these things. You're going to be on the wrong side of history, etc., because it is a weak
spot and a vulnerability for them. So that has to be exploited. I saw a good article about Loudoun
County, which the debt, and I'll end on this because I know our guests in the waiting room,
our Loudoun County here in Northern Virginia has raised $1.3 billion in property tax. They're going
to use it to outlay, make sure that they can cut the rest of their residence tax. That's great for
the people who live there, ostensibly. But some forward-thinking people in the county are like,
you know, this makes us really reliant on this data center. And it means that in the future,
we have to give them whatever we want, because if we don't, we're going to have to raise our
property tax. It's a more stable environment.
For it to be relied on the people who live there, as opposed to this single point of failure.
And everyone's going to say, oh, that's easy for you to say.
You're saying property tax.
But how many examples do we have of this?
Detroit, remember?
What happened to all of those communities in Michigan when the auto guys fell out?
They were destroyed.
Their entire way of life.
The coal towns in West Virginia.
I mean, that's an extreme example.
But it's not, though, because that's kind of what they are saying.
Their whole pitch is we build, you tax us, you get to pay less.
And property tax is like, well, that makes us hella reliant on you.
And it also means that if you ever fail, the feds are going to have to come in and bail your ass out because otherwise we're going to get stuck.
What if it is a giant bubble?
What if, by the way, the Chinese are able to do this, their models, much more efficiently that don't require as much compute?
So what if that is the technological direction that things go in and there didn't need to be this whole massive data center build out?
What happens then?
Then you're going to be in big trouble in the places that bet the farm on this.
And, you know, it's also it's very like there is a dynamic here, too.
I understand why politicians are.
They're reluctant to say full data center moratorium because you have so many parts of this country that have been so decimated and are really desperate for anything that might provide them a lifeline where they might say, yes, OK, come in data center.
Even though we have concerns, we need something to improve life in this town and create some sort of jobs and some sort of a tax base, et cetera.
So I do understand that.
I mean, that's just a broader issue with the way that we've allowed so many parts of our country to be left behind that they would be desperate enough to say, OK.
You know, come what may.
And with all of the costs and consequences that are going to befall us, we still want this to come into our town.
So, you know, there is going to be some of that dynamic, too.
Yeah, I don't know.
I think it's the central question of our lives.
It's about control.
And I think that their whole pitch for us right now, at least it doesn't make any sense.
And in this case, I'm following other people's lead, too, because I do think, like I said, nuclear power, people can get things wrong.
But generally, I'm going to I'm going to go with them on this one.
Because.
They feel it.
They see it.
And if you're if you don't have a lot of control in your life, you've got nothing.
Like, ultimately, that is what the purpose of living is for.
Not to unlock new productivity for the company you work for, which doesn't give a shit about you and is cutting your health care premium.
Yeah.
You know.
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Israeli settlers have been. terrorizing, along with the backing of the IDF, the West Bank village of Kusra and a Palestinian American, an Ohio business owner, who has a house there that has been menaced by those settlers, joins us now live from the West Bank.
Louie Ritty is a homeowner there.
Great to have you, sir.
Good to see you, sir.
Thank you for having me.
Yeah, of course.
So just tell us what has been going on.
What have you witnessed?
Well, today is the 12th day that. my house is under siege by IDF and Israeli settlers.
We have been dealing with the situation for the last eight months.
They came early January of 2026.
In those eight months, they were harassing my brother, breaking in, making damages.
They cut off the water line, the electricity.
Until August 9th, when they decided to come closer and build a tent in front of the house and created a complete siege on my brother and his son and other two houses nearby.
And when my brother called the police, they dispatched an IDF vehicle and they went straight to their tent and they celebrated with the IDF and they conducted a prayer.
So since then, the IDF, two days, three days later, they came, they attempted to remove the settlers.
But instead, they declared the area as a closed military zone, which is prevent us from leaving the house.
No one from the family members, friends, anyone can come to us, bring us food or supplies.
My mother is 83 years old.
I haven't seen her more than five minutes.
Unable to come and see me.
The IDF for the 12 days failed and unable to remove the settlers as they still come in daily.
Just like a couple hours ago, they were around my house.
Wow.
So, Louis, can you explain to our audience how little power you have?
To intervene in this as a person who owns this property.
You know, you are obviously from the United States as well.
So if you have problems, property dispute, you could call the police.
You have the county, all of these other people who can intervene on your behalf.
Just explain to people the kind of sheer insanity of the system that you're dealing with right now.
Well, I've been watching this from Ohio live on my security camera.
My brother dealing.
With the situation, a lot of time they come and assault and make damages to the house.
And my brother ended up calling the police and the police, the police dispatched the IDF.
And most of the time they sided with the with the settlers and turn on my brother and my family.
It's become very, very hard to survive in this house.
So both of them are against us.
And we reach to the point.
I said to myself, I have to book my flight, a flight to support my brother and my own house and to do whatever it takes so I can protect it.
There was Reuters film crew nearby when you were engaged in a heated confrontation with one of these settlers who has been terrorizing not only you, but other Palestinians in the West Bank.
Let's go ahead and take a look at how that exchange unfolded.
You are a terrorist.
Settler.
You know that?
You are a terrorist settler.
It's garbage.
You know what that means?
You stink.
You stink.
Move.
Move.
Don't touch me.
Don't touch me.
Terrorist.
You are a terrorist.
I'd love to be in my house.
Yes, yes.
Okay, that's my property.
That belongs to me.
That's all the fence I did, that gave the damage there.
That's my entrance right here.
That's that's my property.
Yes, I'm not.
I'm not going to any beyond my property.
Just be inside.
There you go.
You'll be inside.
I'm not here.
Don't talk to each other.
Okay, I'm not.
I thought this happened.
Yeah, he's the one came to me.
I didn't go to him.
You know, I was walking peacefully to check the property.
I came here last night.
I was in America.
I planted this before I left.
I know.
And I come to find all this damage.
Louie, do you fear for your safety?
Because, of course, we know that not only is there a threat to your property, but we've seen Palestinians assaulted, we've seen Palestinians killed by settlers.
Is that something you're fearful of?
And if you were, say, in a horrific scenario, if you were assaulted, what do you think would happen after that?
Would there be any justice meted out to the people who committed those crimes?
Well, you know, I'm not sure.
Absolutely.
I do fear for my own safety.
I do fear for my family's safety here and even the neighbor's safety.
And I've been saying this now for days, and I've been asking the U.S. government and the U.S. embassy that this is my house, this is my property.
I do fear for my safety, and I need protection, and I need it actually to be done on the ground to move the settlers.
And as you watch.
a video, the IDF guy,
he listened to the settler
because he was telling him
I need to leave
I need to leave
I need to go back
to leave this area
because this is his land
and sure he did
the IDF soldiers came to me
he's asking me to leave
I said no
you're supposed to arrest him
he needs to be removed
he's the one in Libya
this is my property
so the IDF
they're not doing their job
they always sided with the settlers
so yes
we live in fear here
and Louis if you leave
and you come back to the United States
what do you fear is going to happen?
well that's really a big concern
if the settlers
still able to come around my house
while this operation is still active
while the IDF declared
it's a closed military zone
and they still manage
as you just saw in the video
they're just walking freely
and he was negotiating with him
like begging him
just to leave the scene
this is not how you deal
with a criminal like this
he should be arrested
so what's going to happen
if the IDF
and the international media
stop covering
and the IDF leaves
that means they left us
alone with the settlers
it is a huge risk
and concern to us
I saw that you raised
an American flag
above your house
hoping that might provide
some modicum of protection
or a defense
at the very least
if they do take over your house
that there would be a message sent
when they take down
the American flag
and raise the Israeli flag
as they would be likely to do
do you have any expectation
that the American government
would come to your aid?
they have issued some statements
upset about the
the settler assault on Kusra
the village that your house is in
but do you think that
the American government
would come to your aid
under horrific circumstances?
actually in the last three days
I've been asking the U.S. embassy
to come and visit me here
to see what we have been dealing with
I'm an American citizen
it is my right to ask
to be protected
yes Mike Huckabee has been
condemning those action
against the Israeli settlers
he called them terrorists
I appreciate this
but that was not enough
we still want
a follow-up
we want action
on the ground
to be removed
and I'm asking again
that our ambassador
Mike Huckabee
to come himself
and visit me here
so he can see himself
what's going on
in my own house
wow
Louis Ritty
thank you so much
for taking the time
to explain to us
your situation
please keep us updated
thank you
thank you for having me
it's our pleasure
all right guys
that does it for us today
thank you so much
for watching
I'm actually headed
to Onatown
taking my daughter
to college
which I'm very emotional about
so I will be out next week
but you'll of course
be in great hands
with Sagar and Emily
and Ryan
so we will all
see you guys soon
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Podcast Summary
Key Points:
The Strait of Hormuz remains open, but oil flows are significantly reduced (about 9-15 million barrels per day vs. 23 million pre-war), with Iran consistently targeting ships and causing some tankers to turn back.
The U.S. naval blockade and economic sanctions are pushing Iranian vessels to shelter in territorial waters, while the U.S. uses ship-to-ship transfers and threats of sanctions to reroute traffic away from Iranian-controlled lanes.
U.S. Navy logistics are strained due to the withdrawal from Persian Gulf bases, forcing reliance on distant supply chains (e.g., Diego Garcia) that can't sustain the operational pace, highlighting a peacetime logistics infrastructure mismatched for war.
Data centers have become a politically toxic issue, with polls showing they're as unpopular as nuclear waste; bipartisan opposition is growing, prompting politicians like Josh Shapiro and Greg Abbott to impose moratoriums or strict regulations.
Tech and political elites are launching media campaigns to counter backlash, framing opposition as "far left," but grassroots resistance spans both parties, especially in rural areas, and could impact elections like the Ohio Senate race.
Data center opposition is linked to broader concerns about AI's societal impact, including job displacement, water and energy use, and loss of local control, with comparisons to nuclear power's historical backlash.
A Palestinian American homeowner, Louis Ritty, describes his house in the West Bank being besieged by Israeli settlers and the IDF, who declared it a closed military zone, leaving him and his family without protection or access to supplies.
Ritty fears for his safety and criticizes the U.S. government's lack of action, calling on Ambassador Mike Huckabee to visit and intervene, as settlers continue to harass despite official condemnations.
Summary:
The transcript covers two main segments from a news show. First, an interview with shipping expert Sal Mercogliano discusses the Iran war's impact on the Strait of Hormuz. While the strait is open, oil traffic has dropped sharply from 23 million to 9-15 million barrels per day due to Iranian attacks on ships, causing some tankers to turn back. The U.S. blockade and sanctions have forced Iranian vessels to shelter in Indian and Sri Lankan waters, with the U.S. using economic coercion to reroute traffic. However, U.S. Navy logistics are struggling because bases in the Persian Gulf were abandoned, leaving supply chains thousands of miles long that can't sustain operations, reflecting a broader post-Cold War neglect of logistics infrastructure.
Second, the hosts analyze the growing political backlash against data centers, which polls show are as unpopular as nuclear waste. Bipartisan opposition has led politicians like Pennsylvania's Josh Shapiro and Texas's Greg Abbott to impose moratoriums or strict regulations, despite tech and Republican elites launching media campaigns to frame resistance as "far left." The hosts argue this backlash is a proxy for broader concerns about AI's societal costs, including job loss, resource use, and loss of local control, drawing parallels to nuclear power's history. They emphasize that data center opposition is a rare democratic lever against unchecked AI expansion.
Finally, a segment features Louis Ritty, a Palestinian American homeowner in the West Bank, describing how Israeli settlers and the IDF have besieged his house for 12 days, declaring it a closed military zone. Despite his American citizenship, he fears for his safety and criticizes the U.S. government's inaction, urging Ambassador Mike Huckabee to visit and intervene, as settlers continue to harass his family with impunity.
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The Strait is open, but shipping is not at pre-war levels, with about 9 million barrels per day coming out compared to 23 million pre-war. Ships are turning off tracking, and Iranians are hitting ships consistently, causing some tankers to turn around.
Data centers are facing public backlash due to concerns about noise, water usage, and rising electricity costs, making them as unpopular as nuclear waste in polls. Politicians are responding with moratoriums and stricter regulations, as seen in Pennsylvania and Texas.
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