The American AI Rebellion | Ep. 075 Lemonade Stand🍋
1h 42m 12s
The podcast episodes cover a range of topics, from personal conversations about friendship between Ida Garten and Jennifer Garner, to in-depth discussions on the WNBA finals and the evolving role of AI in science. A central theme across multiple segments is the rapid advancement of AI in biotechnology—specifically, its use to design viruses that target antibiotic-resistant bacteria. Researchers at Stanford, Berkeley, and the ARC Institute have successfully created 16 effective bacteriophages using AI-generated DNA models, offering a revolutionary tool for medicine. However, this progress raises serious ethical and safety concerns, including the potential for misuse, uncontrolled AI development, and the democratization of dangerous biological tools. Experts stress that such technology demands strict global oversight and regulation, as unchecked access could lead to catastrophic bioweapons. The episodes also highlight broader industry shifts, with top AI figures leaving Google due to financial incentives and internal pressure, signaling a realignment in AI innovation. Parallel narratives include concerns about U.S. military supply shortages, especially in defensive missiles, and the strategic pivot of Iran toward economic deals over nuclear concessions. The overarching message is that while AI holds immense promise in solving critical health and defense challenges, its power must be carefully contained through transparent, enforceable, and international regulations to prevent disaster. The tone remains cautiously optimistic about scientific progress but deeply urgent about accountability and foresight.
I'm Ida Garten, and each week on Happy Hour, I invite new and old friends for a drink and a
fun conversation at my kitchen table in New York City. On this week's episode, I'm joined by
Jennifer Garner. We talk all about what it means to be a good friend, Jen's encyclopedic knowledge
of my recipes, and the Paris tour I put together for Jen and her daughter. New episodes of Happy
Hour are available every Wednesday. You can watch on YouTube or listen wherever you get your
podcasts. Cheers. Hey, Sue Bird here. This week on Bird's Eye View, I catch up with 2026 WNBA
champion and finals MVP Gabby Williams after a whirlwind of a week. Gabby talks about her mindset
going into game seven, how it felt facing an equally defensive-minded team in the Atlanta Dream,
and why Golden State's system
can't be the same.
Plus, a special guest hops on the pod to surprise Gabby. You got to check it out. So check out this
week's Bird's Eye View on YouTube and wherever you get your podcasts.
Podcast, podcast, podcast, podcast, podcast, podcast, podcast, podcast, lemonade stand.
Welcome back to Lemonade Stand, everyone. I've had a thought.
Many people who listen to this podcast also watch Big A, and they're probably
concerned that the channel hasn't uploaded in quite a while. Doug, I've noticed that there's
been just a severe lack of what's been coming out of it. I didn't notice. And then I pieced together
a theory. I went over to Doug, Doug, Doug, Doug's second channel, but his main channel now. Yeah. And
he mogs you. Can I? Right. Can I say it plainly? Yeah, you can say it plainly. And I,
I think it, have you been feeling deflated by Doug's YouTube performance? Yeah. Well,
let's his ninth channel starts mogging me. It just like really takes the wind out of my sails.
They sort of like, it's like mitosis. A new Doug, Doug, Doug, Doug spawns off every month
and just kind of grows on its own. I don't know what any of these are doing, by the way. None of
these are official. Character limit eventually in the number of Dougs you can put in a title.
And they all average like 700,000 views a video. Well, I mean, other than that,
what have you been up to? You've been busy punching me.
In the stomach. Yeah. Let's just get to it. Right. Just get to it. Okay. So we were playing
basketball on Sunday and I was trying to like pat Aiden on the back and then like give him a
little chest tap from the front. No, I did one with the back. And then the other one was like,
supposed to be a little elbow, but instead of like, I missed the force wrong and I barely
touched him on the back. And I like, like I seriously knocked the wind out of him and I felt
terrible until he keeps bringing it up. And now I feel like it was deserved.
Like where in the diaphragm I can't, he knocked the wind out of me. So I can't, I'm just leaning
over like trying, trying to explain that he's hit me hard enough that I can't speak or breathe.
I thought he was exaggerating to him first, but then, yeah. And then I started to laugh.
So I'm not breathing for longer. Oh, so this is what you've been doing instead of big A.
Yeah. Mixed martial arts. He's hurting my co-hosts.
He's angry that your channel. So you better stop mocking me, Doug, or I'm, yeah, I'm going to start
saying if I keep doing this, Aiden will continue to suffer.
Yes. Aiden beatings will continue until morale improves, dude.
Until big A uploads improve. I need you to make a YouTube channel that's not successful for my sake.
Yeah. I'm working on it every day.
Aren't we all? Just like companies are working on AI viruses.
Let's go, dude.
You got the thing. Yeah. Awesome. Heartwarming news today. Finally, something that's good.
AI is making viruses now. Yes, dude. That's what we've been waiting for.
That small town in Missouri. That's concerned about the data center. We're going to show them
these viruses in a Petri dish. Okay. So cool. And a hype new little adventure. We got some
scientists over at the ARC Institute and Stanford and Berkeley who have been making new viruses.
And we made 16 new viruses that didn't exist before.
Is there any other information that you guys need? Or should we just call it there and move to that
story? Okay. Something I don't know is how do viruses, how are they made normally? Do you know
what I mean? Well, when a daddy virus and a mommy virus love each other very much,
there's actually this picture of three old viruses. I can show you. I don't want to see that.
I genuinely, is there truth to that? Yeah. Okay. So, so look, this is a very scary, horrifying
headline and it's better. A lot of people are going to be like, oh, this is a very scary, horrifying
headline. And it's better. A lot better than you think while still obviously having some risks. So
the core thing is like, uh, first off, why would we want to make viruses, particularly ones like
this that attack bacteria? Because you know how back antibacteria, you know, that it's becoming
like less effective over time. We've had it for like a hundred years, right? And they're just
like getting less and less effective in terms of puts the sanitizer on and it's, it's becoming
immune, immune to it, immune to bad infections, all these things. We take something like penicillin,
which like kills bacteria or is used to like treat bacterial infections.
And then over time,
like more and more bacteria or strains of bacteria can like survive something
like penicillin.
So you have to keep like,
there's like a little arms race in combating bacteria,
right?
Yes.
This is where I don't know specific details,
but that's the general idea is like,
you know,
we've been,
we've been mainlining antibiotics for a hundred years now.
Right.
So at some point when animals and humans and our plants and everything are
doing this,
bacteria slowly becomes resistant.
There's like weird cases.
Like in 2023,
a guy died in a,
like in the best American hospital from E.
Coli had the best antibiotics because the bacteria just wouldn't respond.
And then world health organization posts about this every year.
Apparently from 2000 to 2023 across 200 countries,
there's a 65% increase in resistant infections.
5 million deaths a year are attributed to antibiotic resistance.
This is like one of those climate change type beat things where there's some
organization,
every year screaming at the top of their lungs that if we don't change,
it's going to be a problem.
And then no one does anything.
And we just kind of,
I mean,
cause that's the vibe.
I guess now we're kind of living it,
but like,
especially France.
Yeah.
Okay.
You tell me if this sounds scary.
This is a quote from technology networks.
If everything continues as it is now,
very soon,
the scourge of humanity will appear a super bug resistant to everything that
we can try to counteract it with.
Or that's kind of hype.
Yeah,
it's good.
I mean,
super superheroes are back.
Superheroes are back.
Spider-Man did great.
So it's like,
surely the super bug would bite Spider-Man.
Yeah.
And then we get super,
and then he fights the biotics.
So if I'm,
if I'm picking up what you're putting down here,
it's that we could develop viruses to combat bacteria in a way that is like
quicker and more effective than the current antibiotics we have available.
Yes.
So antibiotics broadly,
what you're doing,
you're like creating a oversimplifying.
I'm not a biologist,
but you create molecules that go out and they inhibit some kind of bacterial
function.
It's kind of a shotgun approach.
You're sending out,
it's not like a living thing.
You're sending out these little puzzle pieces that connect into certain bacteria
and then stop them from doing whatever you want them to stop doing.
But that can cause other problems.
And then again,
bacteria are slowly,
slowly getting resistant.
But with viruses,
there are viruses,
a whole category called bacteriophages,
which are,
they just go after bacteria.
This is not a virus that's going to go after a human.
And in fact,
these are like completely different types of cells.
So it can't go after a human,
but there's plenty of viruses.
In the world that go after bacteria specifically.
And the idea is like,
okay,
what if instead of this antibiotic that we're kind of putting out into this
environment and hopefully it does the right thing to the right bacteria,
because again,
there's some bacteria in your body that's good,
like in your gut.
What if you make a bacteria that's like hyper,
excuse me,
a virus that's hyper specific to a certain bacteria goes in,
kills it,
spreads,
does the whole viral thing,
but just specifically for that,
that could be incredibly valuable from a medical perspective.
And it's not interacting with the rest of your body or your other,
your cells.
The whole thing is like the virus is like a puzzle piece that fits specifically with a certain type of bacterial cell membrane rather than potentially with many of them.
Okay.
So with the 16 viruses that these two universities made or these researchers made,
is this like a proof of concept or the,
that,
oh,
we can make viruses in this way.
Is this,
is this built to combat the certain bacteria already?
Yeah.
Like how monumental is this?
So the,
the big,
the big thing we've talked a couple of times with like AI healthcare,
the big thing is right now when you create,
for example,
a new bacteriophage virus like this,
you essentially start with one that we already know of,
like the DNA structure,
and then you like tweak some things.
Maybe that's a good idea,
maybe not.
And then you go through the arduous process of manufacturing the DNA structure of this thing,
and then you test it in the lab.
And maybe that takes weeks or years to get untested.
I'm sure.
No,
no,
no.
So I'm saying broadly before AI,
right?
This is,
you had to like guess and check,
check with a very,
very slow process.
So this is the first time where a scientist said,
what,
what if we have AI do it for us?
And so the AI generated thousands of different genomes of basically taking,
okay,
here's what a virus that goes for equal,
like currently looks like,
let's just see a million variations of it creates all these different variations,
analyzes them,
and then pitches 300 to the lab to say,
try to make these 300.
They go in,
they actually,
it goes from,
from an idea from the AI to they go physically,
make it in a lab and they put it into a Petri dish with
coli and of those 300 16 are viable they work they kill the e coli and they're actually stronger
than some of the naturally occurring ones that they found so this is not a theoretical like
ai could do a cool it's like no the ai in a fraction of the time it would have taken them
got them to 16 viable viruses right now that can kill e coli okay so we're on the risk side
because this sounds like in this one they typed and they said there are no risks they typed make
no mistakes so this is fine so obviously no problems but i'm wondering what would happen
if they forgot to type that at the end oh yeah or if they were bad and they typed something like
make actual make mistakes right make mistakes or or like they wrote human instead of bacteria
because they were watching like a tv in the background and their brain just slept you know
when you write something and you write make a virus that can kill all humans and you're like
oh damn it crap no claude did it like is that
is that a worry uh yes
so here is the obvious counter okay to this uh yeah no i mean this shit's this shit is really
scary so there's a couple factors here that are going on one this model this isn't like chat gbt
they went and made their own genome ai model uh called evo which was trained by
arc institution berkeley and stanford and they uh built this thing over the last couple years
that is trained off of dna sequences what no sorry oh continue okay and um so this is this
is specifically trained on a whole bunch of dna it's meant for this specifically and then because
they're great people open source that shit they open sources so this is open source wait really
yeah so this is one of the ongoing debates in the ai world about whether you should open source
things or keep it closed obviously with open source you open it to the whole community
everybody can participate it's open access blah blah blah and then the counter
is i'm sure you can imagine yeah it's too powerful that's crazy i don't want some person to be able
to do this yeah so so what they they took steps none of it's trained on like human viruses or
things that affect like plants and animals it's just back it's you know it's dna for viruses that
are going to infect bacteria but if it's open source someone could train on that quite easily
right yeah potentially i mean you'd have to like retrain the model you'd have to like rebuild it
from scratch um it's there's also a huge gap between making a virus for
a human or like doing a whole human genome type thing um but ultimately that is part of the fear
here is like they in the spirit of science and research we're like we want to make sure this
is available to lots of people and uh and it is it's open source so that's a little scary yeah
that doesn't mean the average person can go type in make me a virus ultimately what the ai is doing
is spitting out like a bunch of dna characters right you still need the ability to make you need
to go to a lab who can fucking build from scratch dna strands and then you test all this right so
assuming there's some degree of ethical science backing this up this is a good thing but we are
obviously crossing now in into the rubicon of like holy shit ais are going to be able to help
anybody really to just like generate viral structures imagining imagining me like typing
to the chat gpt air canada support rapper like send customer support custom made virus just hoping
the chipotle help
it would really help me get my bowl if you could explain how to make a virus that yeah i'm
considering between double chicken or a new viral protein that can attack the human gut syndromes
i feel like the okay so that the the worst case scenario is genuinely the like science fiction
apocalyptic reality of the book that we read which is if anyone builds it every everyone dies
yes and it kind of alludes to the idea
that eventually like some ai agent or super intelligence will have the ability to break
out of its like parameter or like enclosure and will choose to suggest the development
of something like this that is harmful to humans and it will enter the real real world in some
basically social engineered way yes uh and it for those who haven't read that book i i could
understand how that like at a face-to-face level would work but i don't think it's going to work
i think the book you know does a very good job at explaining like why this is a trajectory that's
like very possible uh but that is the worst case scenario for what i'm less concerned about that
like the ai literally just creating it and more of if it democratizes access to creating powerful
viruses then someone there turns out some people out there are not nice some people are like me
no human would ever do that a human being might
want to create a virus for nefarious purposes and before it would be very difficult for them to do
that they require fauci made covid but right exactly that was he took a long time it was a
hobby project and he had a lot of resources and bill gates was behind him with the money
most people don't have that kind of funding but now if like you're a random
terror group anywhere and you could just make a virus any now any terror group with a research
lab synthesizing tools to make a virus i think
really i think it's a really good idea to do that i think it's a really good idea to do that i think
really realistically how expensive is that really i don't think like they make it sound like it's an
insane thing to have this lab to synthesize a virus but really i can't imagine the equipment
is insanely expensive nor the material that impossible to get i i mean i'd be more worried
about like militaries and world governments and things like that yeah okay i which you know could
be terrorists this is a little out of my expertise however you're a podcaster so i need you to lock
in yeah this is not as it currently stands my
understanding is that for example we talked about that guy who cured in quotes his dog's cancer right
he didn't so he used ai to come up with like some structure or whatever they thought would help right
or to customize his own vaccine for his dog right but then he had to go convince a lab to make it
and had to go through a lot of process and get permission from like vets and doctors and all
these things there's a cost him ten thousands it was like i mean i i think it was less about the
cost and more about the hurdles of getting like scientific labs to agree to take on all this
liability to like build a custom vaccine
right in america what i'm saying well that was australia and then and then most i mean
the good news about this is any person with common sense can go okay there the potential
here is incredible like enormous just for this alone for bacteriophages it's like that could be
involved with with cancer and gut and chronic infections and all these types of things like
these dream medicines and then obviously holy shit this is terrifying but most governments
should in theory be like yes this is obviously terrifying and the labs who can synthesize
custom viruses or bacterias or or molecules or whatever should be under scrutiny and have like
a lot of oversight over them fair i mean i think if uh regulation keeps pace with the capabilities
then it's a really cool it's very awesome funny you say that yeah that's not happening in america
so um that that is the worrying part and and uh there's at least a little bit of momentum right
now the nih just put out a new policy like last week about gain of function research but it seems
kind of weird i mean essentially we have zero federal regulation around ai right now still and
feels like we fucking need it man yeah there was a closed door white house meeting with the top ai
labs to discuss regulation but it was like it was all they said we're doing regulation but we can't
only for these labs to know so it's like you can't as a citizen know if they're even
in violation of it like it it's all but they're they're afraid that it like gives away some of
the advantage if any of the regulation is public so they're doing some like um and by the way it's
also i don't trust this current administration to be the ones to do it in general but they're
gonna check some of the closed source models before they come out for their capabilities and
put but you can't know what the rules are the rules are non-public so it really just seems to
and then that's not going to apply to the labs making the health version like or the you know
open source stuff which is like six months behind on everything that's going to catch up to everything
it does yeah it seems really uh not not good enough uh burn this good time of the clip i think
just like you play that the three minute mark at this this is him to zuckerberg and uh sam altman
and every day there is a new story about how your companies are losing control of the ai technology
you are developing with potentially cataclysmic results this week
we learned frighteningly that ai has been used for the first time ever to create new viruses as you
know this type of development in the wrong hands could lead to new bioweapons that result in the
deaths of tens of millions of people last month the world found out that open ai lost control
of an ai model the result the model hacked into another company's computers a clear violation of
conducting internal reviews anthropic and meta reported their models similarly escaped their
control one of the targeted companies called the ai hack quote an unprecedented event and quote that
deserves an unprecedented response yoshua benjio the most cited living scientist in the world said
these incidents quote should serve as a wake-up call and quote i agree so
the top scientists at the companies you lead.
the very people building this technology.
As you know, these technology leaders recently called
for the international community to create a safety mechanism,
a pause button, to avoid catastrophe.
They warned there is, quote,
a real risk that capability development rapidly accelerates
beyond our ability to understand or control the resulting systems, end quote.
That's the key idea of the thing.
I think he's making some good points.
AI counter.
Well, so first off, it's really cool.
It can answer my emails for me.
Yeah, it can answer your emails.
Do you know about OpenClaw?
Yeah.
Yeah, I mean, this is, we chatted about it on the Patreon,
but very concerning event.
Look, unfortunately, the pieces that are described
in most of the doomsday scenarios are falling into place,
like that book or like AI 2027,
which is the first step is the AI,
kind of gets out of control
because in its effort to go solve some task,
it goes outside of the environment that it's being tested in,
and then it starts planning its own little system somewhere else.
Did you see?
That's happened.
And then the second one is eventually it figures out
how to design some sort of virus or health thing
that it has determined is going to be valuable for one of its goals.
And then we're building the tools for that to be the case.
So the pieces are like slowly falling into place.
And this is why I certainly would be like very much on the side of regulation.
This guy, the guy in Australia asked an AI agent open claw
to book a gym class for him and the class was full.
So it hacked into the API and started on registering people
from the class to make room so that this guy could have.
And like he just told it to book him a class.
And it's like they're yeah, their ability to just focus on the end goal
at all costs is a little spooky, especially when you give it this capability.
It's weird because I genuinely think I mean, you're telling me this story.
I genuinely think that 99% of people's use cases would be positive and be awesome.
Yeah, genuinely with health, right?
With health, right?
Yeah, yeah, yeah.
Like 99% of people are like, holy shit, this technology is going to speed up
our ability to like design and test viruses by 10 times or 20 or 50 or 100 times.
And we could cure things faster and save millions or tens of millions
or hundreds of millions of lives.
That's obviously what 99% of people want.
Yeah, nobody's going.
But then you got an Aiden for every psychopath.
You've got a genuine psychopath.
It goes around getting punched in the stomach.
Like and you can punch him a lot, but he keeps getting back up.
And he's like, I can design a virus to attack the punchers.
And I felt a little sick on the basketball court after I punched you.
I felt like you had gotten me back in some way.
Come back to me when you in about three days.
Tell me how you're feeling.
Start bleeding out of my eyes.
So I don't know.
I have to sympathize with a Bernie Sanger because the risk if it's wrong is so high.
It's millions.
It's millions with a virus, right?
It's just so dangerous that it's like a nuke.
It's like a nuke level capability.
I mean, I feel like I'm making the same like monkey level connection of all.
This feels like climate change again.
Like here's all of these scientists that like work in and around these things,
echoing the same like concerns.
Here are the long term consequences.
Exercise some sort of caution.
And then eventually the consequences start being realized.
And I don't, I'm sure there's examples of scientists warning about things in the future and being wrong,
but it feels on the same level, if not, you know, more dire based on like the speed at which this develops.
Yeah.
I think a better question.
Is there a lot of good examples of scientists warning about something?
Everyone going, that's real.
Let's do it.
And then we, everyone works together.
I feel like the only thing I can think of is the ozone layer.
Yeah.
It's like the one.
It's like the only example I can think of.
What are the harmful ones then that you think are counters to that?
Because like I'm thinking like ozone and nukes, which are some of the most important or like environmental regulation.
Like we did successfully as a country and a lot of our society, like start shifting a lot of, you know,
we have all these environmental regulation laws over decades because there was this huge pushback.
My counter to that would be that I think all of these regulations come after something.
I'm not saying that it has to be cataclysmic.
Sure.
Oh, you mean like something?
Something has to happen.
Yeah.
I feel like we never do things preemptively.
We need some taste at least of the problem being real.
My plebeian evaluation of American environmental regulation is we did a lot to save things that are right in front of us.
So we went through like a huge era of let's like save our natural landscapes and air and lakes.
Things that like are very.
Like you tangibly interact with and like feel them degrading in a more concrete way.
But I think we're really bad as at dealing with consequences that we haven't tasted yet.
And that's like like greenhouse gas accumulation and the consequences of climate change over the course of decades is like we didn't really change the trajectory of that.
And we're like now slowly coming around and combating that, slowing the potential warming for the future, but not really curbing.
The reality of climate change.
There were a lot of warnings about a pandemic before COVID.
And then we were sort of like not very prepared.
Oh, yeah.
So based on this line of logic, though, the dark thought is that the smartest thing to do would be to create a virus that only affects a small number of people, but it's very public and visible.
Like you have boils or something.
If I may.
Yeah.
If I may.
I have a wonderful suggestion.
Yeah.
And I'm going to type this right into chat.
Get ready.
We go to Stanford.
We say, what if we made a virus?
What if we made a virus that just aggressively attacks any YouTuber who hasn't uploaded more than a couple of times in the last few weeks?
So we'll get a lot of data just because you and I have access to a lot of DNA.
We have DNA access.
We can use somebody as the basis for that.
Right.
Every time he goes to the bathroom back there, we store.
Yeah.
You've been storing.
You've been storing the DNA.
I was wondering where those canisters were.
You keep them.
Little known fact.
People keep asking us why we haven't sold.
We haven't sold the lemonade yet.
All of that.
And those things.
That's all it's been.
Yeah.
They've been building it up.
Well, you, you had something to note maybe on the broader industry here.
Yeah.
Executives getting shuffled around.
We're in like some sort of transitionary period within the industry.
You felt like.
Or on the subject of AI.
And I do think this is quite interesting.
I got a list here.
Basically, there are some titans and godfathers of AI that have been at established companies in the industry for a while now.
And in the past less than a month, few weeks, a lot of them are reshuffling other moving positions and the big changes all happened at Google where their CEO of DeepMind Demis Sabas step down is now just a chairman.
It's a more vague role.
He is working more on a health care thing that I think that we can tell you about in a second, but they lost their sorry, I want to get the list here that they a bunch of people left to Anthropic to open AI to start their own stuff.
And they lost their both co-technical leads of Gemini, the Nobel laureate that was working on the project, their transformer co-author, the original transformer co-author of that pioneered what became LLMs, their chief scientist is gone and their CEO has stepped aside.
So a lot of people are leaving Google.
A report came out from Fortune how stalled models missed deadlines and staff burnout led to the unraveling of Google's DeepMind.
Basically, on the outside, their positioning is like normal.
Cost of doing business like people are finding new things.
It just happened to line up.
But this article seems to insinuate that there's a lot of angst internally at Google over being behind on AI models and that there is the morale.
There is at rock bottom and a lot of people are jumping ship and they point to a couple of things.
Number one is that they Gemini's just kind of fallen behind the latest pace of all the greatest other models.
But number two is that there's like a kind of financial thing here where if you're a hot young.
AI is the hottest kid on the block.
You're the hottest kid on the block.
If you're the scientist previously in an era of the Internet going to Google is like the best possible job you can get.
You fucking they pay great.
They're on top of the market, but right now, the way to make generational life changing money is to be in a pre IPO company like no matter what the salary is, the real money comes from having some shares in a company that's about to explode.
And so all these top people, not all of them, a lot of them are realizing.
Even if they pay me well at Google, if I go to anthropic or I go to open AI, I can make a hundred.
I can make millions and millions and millions getting shares.
And so there's this feeling that they have to jump ship.
And so a lot of people have been leaving to go to these startups or what they're saying.
They're just making a lot more.
So that's been a part of it.
Like we're just pulling people out of it.
Additionally, so Noam Shazier was I mean, you might be able to call him the father of LLMs.
He's like one of the internal guys at Google that wrote the very first book.
There's a paper on how the transformer architecture is going to be led to do this.
He's a huge pioneer, really, really important in the space.
And he left Google right when the AI buzz was first starting and blowing up.
And he started character AI, which was like you could chat with characters from mystery, kind of a dumb idea to make a lot of money.
But it was a cool tech concept when the LLMs were first going up.
Google was so desperate to get him back because this guy's considered to be one of the hundred most influential scientists and all of AI, they spent two point seven billion dollars buying character AI,
made no money and basically unraveled Ravager
just to get him.
three billion dollars on a guy and then in a month ago so he only lasted about another year and a
half at this job he left again they spent three billion dollars to get a guy to leave so this is
happening um and obviously google stock took a hit no matter what they say publicly it's weird when
all of these big important people all start leaving at the same time there's a sense that
there's a angst there secondly four hours ago at open ai which supposedly doing better their coo
brad like cap he is quitting to start something new so also you're hearing financial stories
that people who are at these companies the way to get even more money is to leave and start your
own thing and then get acquired for billions by the company that wants you back so a lot of company
people that are really really like well known are trying to start something like a character ai
because then they know almost certainly one of these big companies desperate to be involved in
the ai space will spend a few billion to get you back and you make even more so this is weird when
i was working
at ea so i like quit in what 2015 i was like an entry level software engineer and i quit and i
made ea2 but they didn't buy it that was a big mistake and they missed out well they've been
they've been shitting the bed ever since they should have bought ea2 bro they needed your
talent back man i thought eventually the saudis would buy out ea2 but it didn't happen
you know what's funny is theoretically if you had the right name they probably it's a rounding if
they spent 50 billion dollars in ea
they might have thrown a billion dollars on doug's on ea
just to make sure you know just to make sure we got everything covered there's no loose ends
like that's how crazy things are so i don't know i don't actually have a lot of more on this story
it's just like people in the industry are talking about this big reshuffling and it seems to be
under the surface a lot of it is financial related positioning yourself for the best
it reminds me of like um when i was working in corporate every time you'd see someone on linkedin
say you know what it's time to be in the business
you'd look at when they started that company and it was often exactly four years ago and that's
exactly when you get your vest and it's i you know no matter what they said in the long post
about why i really want to do this now it's like they've made all their stock and that's why they
move on to the next thing i do think there's some financial realities behind all these moving around
but they they have their own reasons now i want to ask you about because i didn't know this
demis did say that he is stepping down from the ceo role to focus more on a certain part of um
yeah what he's doing i don't know if you have any thoughts like i think the reason you might care
as a you know non-ai head about demis hasaba specifically is that he's the guy who led alpha
fold he's the guy who at google deep mine pushed the company to make a medical focused ai that they
won the nobel prize for it in chemistry which is allowing all these different researchers and
scientists to like create proteins around the world so as much as there's these obvious horrifying
doom scenarios and i do think there should be a solution to that i think it's going to be a
slowdown in regulation as a reminder there's like real progress and promise where the good scenario
if it happens is like these companies as a result of these tools being built are going to be able
to just create medicine and cure lie or cure disease save lives at just an unprecedented scale
so there is a world where all this goes really well or maybe it's some degree of both but
what they did is after making alpha fold the the ai that helps design proteins that they won the
nobel prize for they created a spin-off company called isomorphic labs which is specifically
within google deep mind and it's just for creating new medicine so that's their entire thing and
they've been doing this for a couple years and they're supposedly going to start human trials
with some of their like new drugs later this year like they said it was going to be last year keeps
getting pushed back trials is still like the part of medicine development that's real real real slow
the ai isn't going to magically fix um but like essentially demis has been really he's been the
head of google ai and all the google shit and everything falls under him right but he's been
the head of google ai and all the google shit and everything falls under him right but he's been the
arguably it seems like he's kind of cared the most really about this medicine stuff and so
i think there's a world where this is he didn't leave so like there's yeah there's a world where
this is good because the guy who was forced to deal with all of google's ai now gets to focus
on the medicine stuff and he just seems like a really brilliant good person he's like one of the
people that everybody really really likes as a human and then the downside is probably google
will replace him with somebody who's like let's crank some fucking revenue that's the idea okay
so yeah so demis i like him but i don't think he's going to be the guy who's going to be the guy who's
like the undercurrent of him stepping down is that it seems to be maybe it wasn't his choice
like he is kind of being forced out of the ceo role to focus on things he likes because google
is very angry that they've fallen behind on the cutting edge like gemini's not releasing it they're
behind on schedule so it seems like there's a pressure to like cut him out to refocus in um
when you say the pressure the the from falling behind is do you mean the financial pressure
because they've had this recent financial crisis
financial underperformance for like the first time in their company's history or at least in a long
long time or do you mean more to do with the technology falling behind i think both but i
think you know nobody in silicon valley right now cares about making money it seems they're not in
that vibe yet they're that's old news that's old news and so really i think the leaders of google
are just worried that they've they were like they had a hot moment where gemini felt like it was
right up there with the best of them now they've fallen a little bit behind and they're trying to
catch up did you ever play black and white that game as a kid where you got a little hand and
you got a little hand you're like a god simulator this game came out in what 2001 uh fun fact about
demis not only is he is a chess prodigy like he was one of the best chess players in britain growing
up he also after graduating cambridge at age 21 joined that studio was instantly hired as the head
ai programmer in 2001 he wrote the ai and all of the god logic for black and white that game that
you and i play as a kid before then leaving because he wanted to go make like super intelligence this
guy is
like he's a crazy life story like i love that game that was a fun game yeah so he's he's like
obsessed with medicine and simulations those are like his two like obsessions if you listen to him
talk if you guys are trying to put a name to a face listening to this if you happen to have
watched the alpha go documentary he's like the main guy in that behind uh the development of
the ai that they're showcasing in that documentary at the time
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his involvement with black and white hit the gaming world like a missile
doug that's interesting you say that because i was going to say all these companies
not concerned about money but what can you buy with money missiles love missiles missile defense
systems and boy does the united states
need them right now
uh. so this is
coming out uh. a concern as the u_s_ has slogged through the iran war
we are using a way too many
of our patriot interceptor missiles are uh. defensive missile systems
and we since the beginning of this war
have used more than fifteen hundred of these missiles but to contextualize we
only have less than seventeen hundred of them left
and in all of twenty twenty five
the u_s_ made six hundred of them
so right now we are on pace if this war continues to run out of these missiles
that are critical we make we're in a war and we make two a day and that's it
that's right yeah about a little less actually what a little less than two a day we make
six hundred missiles a year
and we are burning through at a double that rate so we're we're
okay we're gonna run out
and in fact are running out and i was looking at the math here and i was
saying wow that looks like we're on pace to
run out of these missiles if this
conflict continues to
rage on
and the pentagon has responded to this
and uh. has said
the the chief pentagon spokesman
sean parnell said claims of u_s_ munition shortages are false
when the fake news media irresponsibly amplifies these lies the real world
consequences clear
our enemies are emboldened to provoke or attack american troops
and i do and
and while i appreciate sean's perspective on this
i ran the numbers again
you went back to the lab
i went back to the lab
unless i'm doing the math wrong
we seem to be running out
yeah it's uh. it's the
wait is the pentagon saying your numbers are wrong or is it just saying
no they just said it's the fake news media
it's the fake news media and if you talk about it too much it's like
gonna make our enemies
okay so as long as our enemies are not aware
the obvious reality
that our entire defense industrial base is headquartered in chile
china basically now we can't make these rapidly and we're burning through about an unstable rate
but maybe somebody else will deal with it if we don't talk about it that's a good idea it is crazy
each one of these patriot interceptor missiles costs about four million dollars four to five
million dollars this story was enraging me because if you look under the surface okay it's like if
you think about what we've spent it's like nine trillion dollars in the past 10 years on the
military and you look about where it goes and it's just bleeding it's like the leaky pipe to
be there but it's just bleeding off to these defense contractors who are up charging for
everything and the recent story about related to this that made me so angry is that ukraine is
desperate for these missiles because they are good but they're dramatically overpriced so they
ask for permission to be able to build them themselves so they can make them for the war
effort and raytheon and freaking northrop grunman blocked it because they are concerned that if
ukraine builds them themselves they will number one
improve them number two make them cheaper that's not so they will not be able to make the
engorged profits on these extremely important defensive missiles respect for american history
for the work that they put it imagine if if like henry ford is like i'm gonna bet i'm gonna make
sure no other countries can build the car the model t forever and uh yeah it's becoming quite
problematic because um the war war uh tactics are
evolving around these things so where i was reading this article about how things are evolving both in
russia and in iran and in also in like columbia and it's like uh these missiles are so expensive
they are good at stopping both missiles and drones but they're so expensive that what they do is they
just send the cheapest shit in waves at them and then while those are busy they send drones and
the drones usually all he needs are like one to break through it happened to the u.s uh air bases
in jordan like it's happening right recently and they're just they're overwhelming these air defenses
and we are the stockpile is just dwindling so there has to be a solution and you know we can
tie this into a raw and war update i don't know if you guys it's the same shit as usual i guess
uh you know the never-ending negotiation that doesn't end uh except that trump has now reverted
to uh i guess the original plan which is i'm gonna wait you out with economic warfare we're gonna
we're gonna do the blockade and we're not gonna negotiate and iran has said that we're gonna wait
out your presidency this is one person in iran this is an environment where we're gonna have to
to one of the negotiators who published it publicly but it seems like the shift is they
don't think any negotiation will be on real standing so they're negotiating outside of
america they're negotiating with oman to make a pathway through the strait and instead they're
just planning on you know him losing in the midterms maybe losing like they're just waiting
him out because they don't think any deal they make will be concrete do you know like i i had
read that um iran inflation is at seventy percent year over year so so is there any
validity to the idea that iranians are suffering to such a degree that they will rise up a hundred
percent like to them as well so the truth is that the economic warfare angle is at the very least
the only strategy they've tried so far that has any merit because the blockade is harming the
iranian economy and their ability to make money however i looked at what their budget was for
this year like their official state budget and how much they expected to make on oil to pay for
that they've already made that money because of the increased profits for the iranian economy
from uh oil being surged this year so they're they're like ahead of schedule so even if you
cut off all their um oil exports which you haven't done there's still some getting out
it's like they can wait a lot longer than i think trump is willing to the their currency is in a in
the gutter people are upset there their economy is bad but that doesn't like sanctions have not
caused them to crumble in the past and it makes them unlikely that'll happen in any short-term
timeline in the future so i think they can take economic pain
for longer than trump can take higher gas prices and like political dwindling support that's what
it seems to be so uh additionally there's reports coming out of like the the soldiers that are on
i forget i think it's the uss kennedy or whatever boat is out there helping enforces blockade
they've been out there for like months longer than their normal deployment the food is bad the
showers are moldy people are getting angry they're you know like the the soldier morale is horrendous
they really don't
want to be deployed this long it's been extended extended extended so i don't know i i just think
uh the plan is switched to a waiting game which doesn't seem to work i can't see the iranian
regime just being like you know what we give up it's over no matter how bad the economic pressure
gets it would have to be it's like back to praying for a revolution there which i don't think is
going to happen there's there's this opinion article from the ft that came out this week
and it's called will failure in iran reshape how the u.s fights and i thought this article
was interesting because it's kind of laying out the path of like how we've wound up here
the initial aggressive seeming success of the u.s military followed up by uh iran's continued
resistance and ability to hold out in through the strategy that they have chosen and then it
winds down the article by reflecting on the rest of the world's like interaction with this war and
specifically americans the way that we seem to be able to hold out in the way that we seem to be
moving on in the sense of the stock market is like finding its way uh people people's like
uh concern and engagement with this war is fading and letting the this crisis unfolding from the war
become the status quo without actually pushing back that much against it now uh even if there
is not that much support for the war itself when you pull them and
the article ends on this paragraph that says vietnam veterans were able to significantly
change the u.s military creating the all-volunteer force and changing the american theory of victory
partly because they believe the public was willing to hold decision makers accountable
it's unclear today if the average american even cares now i'm not gonna it's such a stretch to
say that this has been equivalently impactful to american life in the way that vietnam was
but i think the broad article is attention as this continues to pass in
the same way that it exists on the show right we've made jokes about how we feel like we're
engaging with the same circular headlines over and over again and even our personal interest in how
the story is unfolding because it feels so cyclical like fades over time yeah i think in the same way
that you can't run like a fucking iran war thumbnail every week on the episode it's inherent
to the idea that like people are just getting used to that this is going on now and it's just
happening in the background and people just latch on to whatever like the new era of the war
news stories i agree with all that except for the line in there he said about will the american
public like ignore it or or not about punish it and it's like the way the american public
punishes in our system is through elections we're having a midterm coming up it seems likely he will
be punished for i mean people's people's uh mood on the economy eight out of ten think it's bad
like you know what i'm saying i think it's i think it's we're we're at a close i think it's
why he's under a desperate attempt to like make some progress yeah he feels the pressure i think
it's like the consequences of the pressure
like is not really there in the the short term like that's that's how it feels is like there's
nothing to hold him accountable until the next election which is still quite far away yeah but
that's been the true of everything trump's just like he's just he there's no other way to he can
just ignore every other people get mad and he does fuck you i get i think the election is like the
only real uh release valve i guess it is interesting there aren't like at least that i'm aware of you
know big nationwide protests against the war or things like that it does feel like they've shielded
from the average person enough you know you are not thinking about iran until you see like the gas
pump or prices which then feel more broad so so maybe that's i think sort of valid argument but
yeah i assume he's just going to get annihilated in the midterms yeah and part of it is that
unlike vietnam there's not a nationwide draft and there's no boots on the ground like we're
still in the early phases of this the problem is he can't achieve his goals without doing some of
those things and uh so it's this weird tension of where yeah i wanted to see
if either of you had seen this at all because i think i i saw this like passing article sort of
headline go around but i've seen no major news source actually confirm this so it makes me
it makes me question whether it's true but i also feel like i may have missed something
no it's a podcast just say it confidently say it confidently well is that trump has like
privately recognized that their goals up until this point are impossible to pursue with the
like part of the negotiation can no longer be the iran nuclear deal they just
have to have the goal of getting back to the straight being open and nuclear uh agreements
can have no part in this anymore like it's just impossible and the best case scenario is going
back to the status quo and he's admitted that privately but not publicly but i have not seen
i want to stress this i have not seen any significant outlet or like credible source
confirm that i've just seen people be saying i read from credo like it was like axios interview
behind the scenes yeah and they
did say that uh essentially what you said but i i think even more than that it's becoming more
obvious they can't even get back to the status quo on hormuz like it's that they're gonna have
to agree to some deal where they get some sort of fee like it that's what it seems that's what
the oman uh iran deal is right now where they're gonna share the fee on the straight of hormuz it
it seems like the nuclear deals can be completely abandoned and they're trying to get a somewhat
negotiated small fee
and they're trying to get a somewhat negotiated small fee
and that would be the new normal.
That seems to be like the situation.
I don't think there's any world, based on what Iran is saying,
that they're going to give up the fee on straight-up hormones
because that is their financial lifeline and leverage lifeline
to prevent attacks in the future.
So I don't know.
It's weird because, you know, it was the most sour grapes thing.
I saw, I think it was Scott Besson, come out and say,
you know what, hormones isn't even that, like, it's not even a big deal.
People are going to move around it.
People are going to start using pipelines and stuff.
And it's not going to, it's like,
because Trump has said so many times,
in fact, they said recently, it's basically open.
We've got it open.
We control it.
It's going to, and now, and now you have Scott,
basically open is the funniest thing.
One part with deadly drones and mines.
That's like 1% of it.
It's not a big deal.
Now they're saying it's not even a bit like,
who cares if we have the hormones?
Like that is the most obvious pivot.
And so, yeah, I just don't see it happening that way.
Is it?
Is there a world where we invent a technology that stops the drones from Iran?
I mean, that's the main thing, right?
Is I guess it's mining and them sending cheap drones.
Yeah.
What can, what if I will tell you has better drones that shoot them down?
There is only one country working on that.
Well, there's two, I guess, Russia and Ukraine.
They're working on this night and day.
They're the most advanced in the drone warfare.
And I wanted to do a little pivot to another story where we're not taking the
opportunity enough to learn from what Ukraine is doing in drones,
but there is a country that is.
It's Columbia, narco terrorists, apparently inside Columbia,
there is a multi decade long war between, narco gangs and the government.
They've been fighting forever.
And, one innovation in this war has been drones because the government in
Columbia has always controlled the skies.
And so the rebel groups have been on the ground and they've always
been afraid of the skies.
Now they're using drones to switch that battle.
And they realized after doing this, they didn't know enough about drones.
So.
Colombian narcos started enlisting as volunteers in the Ukrainian army to learn how drones like to learn how like the latest and greatest in drone warfare, how they use fiber optic cables to avoid being jammed, how they, like they've, they've just learned all this shit.
And the Ukraine is so desperate for like volunteers that they're taking them.
situation where like people who want to learn drone tech are enlisting in an active war in a
different continent they don't know or care about in order to learn this and we an ally of ukraine
seem to not want to learn it at all despite their volunteering uh but this is yeah you know russia
or ukraine is at the cutting edge of this i i've i think we've down talked russia but more i read
about it. They're also doing a lot of innovations in drones.
It's not a cool thing, but this is like
top five things I would guess is a
vice headline. Yeah, isn't it crazy?
It's hitting all the beats
of a vice headline. It is.
My takeaway is we have American soldiers
volunteer in the Colombian Narcos.
Okay, and then we chain
it back up to Ukraine. No,
they bring it back. Yeah, yeah, yeah.
It's a shorter trip. It's closer. It's a
shorter trip. That's a good idea. Well, yeah, the
Colombian Narcos will come back.
We'll learn from them.
Oh, I shouldn't want to send people that far.
Okay, so we open the border.
Open the border to Colombian
narcos. Only to them. Only if they
if they know about drones. Drone-wielding
narco-terrorists, and we allow
them in, and we live
and we learn. We learn together.
We live and we learn. Are you a
Colombian narco-terrorist? You're not welcome
here, unless you can answer
this quiz about drones.
In which case, we've
got a gold card for you. Answering the
correct question about drone warfare
and being like, wow, you're so well-versed.
You can come in.
Yeah. Yeah.
So, it's a really fascinating
story about how Colombia is kind of
in panic because they've lost
their monopoly on airspace.
The narco gangs are well-funded.
It's not a funding problem. It was just like they
had lack of tech, and now the
Ukrainian stuff is causing it. It all comes back to education.
Yeah, it really does come back to education. That is a
wise point.
Can AI invent a virus that makes
everybody smarter so that we can learn about
drones quicker? Well, I think we'll have
it make like a thousand. We'll eject them all in.
It's just maybe one of them works, yeah.
That's good. I think we're going to be on board with that.
Well, they're not,
you know, they're close to
narco-terrorists in Japan.
YouTubers.
The Japanese, right. They're farmers.
Japanese farmers.
The narco-terrorists of the land.
And
I wanted to chat about
this story I had read
simply titled
Can Robots Save an Aging Japan?
in the New York Times. And
there's a few things,
at play here. So,
I think people are pretty familiar with
the idea that
rural Japan is kind of
being emptied out. A younger
generation that used to live
there is moving to the larger cities
in the country, especially Tokyo.
Japan's birth rate has been on
a decline for a very, very long
time. And that is leaving
a lot of the countryside in Japan
just filled with an older
population. A lot of people
in their 60s, 70s, and 80s.
And a lot of these people
own and operate
like family or small
farms. A lot of the farming
in the country is not like industrial.
It is still based around
individual. This 89
year old Japanese man still rice farms
the old fashioned way. But actually,
but actually, a lot of like the fruit
farming in the
country, I think the example it
uses here is like sakura,
like branches in the winter
being farmed. It talks about
cherries, like these
different industries within Japanese
agriculture that are being maintained
by an older and older population
with not a lot of people to turn
to. Very few people are like moving out to
these areas. You may have also seen
very famous stories about
how, oh, these Japanese homes
are on sale for a dollar.
And that is because there is
no demand. He literally says in the article,
I do things the old way.
And
what the article sort
of postures is
as it goes through these
like prefectures in rural Japan and
talks to different farmers in these communities
is the way they're trying
to navigate their
own futures and how their farms
are going to be passed on, how these farms are going
to continue to operate in
the future. Japan
in general has like kind of
failed to compete on the international
stage when it comes to farming
because of that lack of like
industrialization and this continued
family and individual ownership
of these farms.
And some of them are considering
turning to robots
in order to accommodate
the help
that they need to continue
running the farms. I don't know if you guys
remember this, but when we talked about automation
a long time ago, I
said, I was like,
well, one of the main ways I feel like this could
help is as like people encounter these
problems with birth rates,
and you have this lack of like young
labor, you're going to need automation
like robots
to fill the gap in
It just makes me feel
a sense of dread.
I know, and I
know that it's useful and helpful.
I just wish it wasn't like this. It feels
like a science fiction novel of the end of the world
where we just give up having kids
and everything slowly dwindles as robots
take care of the elderly. I get a
Wally vibe, dude. There's something super
science fiction-esque about it.
The way the
article paints a very sad picture
of these towns where
there used to be farms,
nature is growing back into place.
One of the risks it was talking about
is how there's been a boom in the bear
population because there's less humans around,
and then for the remaining
farmers that are in that area,
there has been a rise
in bear attacks in these areas,
and also
one of the robots used
in this article is
two ward-off bears.
It's the wolf one, right?
I think
you might be listening to all this
and be thinking, wow, well, one of
the things your country can do to
help combat this issue
is introduce more
immigration into the country, but
as we've also talked about on the show. Not on the table for Japan. No, Japan
will not have it, and it was
interesting. It even commented
on this
issue for one of the prefectures, Yamagata
Prefecture. Like other
prefecture leaders, he has chosen
technology over another potential fix
to the nation's labor shortage, welcoming
more foreign workers. The Japanese
government is cracking down on
visas at a time
when they arguably need this support
in their labor market more than
ever, and I looked at this. In a
population of one million
in that prefecture, there are only
145
foreign-born farm workers.
Which is
absolutely insane.
And I'm not. I think there is
the. there is
a complex relationship
with using
suppressed wage foreign
workers to operate your
farms and your agricultural industry.
There's a lot of nuance around
the negatives of that in a place like
the United States. But
in this case, they have
put the solution
off the table entirely. And what's
interesting is, even if you have
this idealistic view of these robots
able to fill this
gap, the. It shows, like, the example of this one
cherry-picking robot.
It doesn't
really. work well like these things are not developing at a pace to effectively fill the gap of what a human
would provide at uh and it looks like the pressure on these farmers that's kind of cool is hitting a
lot harder than the robot technology to replace people is actually catching up at least at the
moment right i mean it's hard enough to get an old person stuck in their ways to get used to
making a facebook account let alone to setting up and adding to their process a brand new cutting
edge robot that is being changed and adapted in real like i don't know it seems tough to me if
this is like a solopreneur form yeah i mean there's the if it's a small business maybe the
portion of people who aren't really eager to like incorporate this to begin with yeah but then also
the people who are willing to incorporate it not really seeing the results that they want like
expensive too right it's expensive
expensive
and that thing regardless of that video is actually not particularly good at picking cherries
and uh breaks down or needs a software update or i feel like that's a tough thing uh for the small
farms like i'm sure the industrial ones are gonna adopt that quickly as hell but yeah it just feels
like this uh this sad like end of a true end of era like when you read about these similar sorts
of communities in places like italy um in korea these countries that are beginning to face
the realities of like a crumbling demographic we're gonna look back in history and be like
korea is this civilization that appeared and made everybody's ram cheaper and then disappeared
it was a mythical mythical tribe that helped the society build better washing machines
and cars and memory and then faded away like there are it's so bad they're gonna go crazy
it's insane for both these countries you know what could spice up the countryside
in japan if they had sex and had more kids i that would be spicy i'll give you that i'll give you
that but i was thinking about a more spicy thing huge data centers oh okay that's good
we say no kids all data centers i mean this is the story right now everyone's debating data centers
it's the it's this weird pressure between a gazillion dollars flowing in to create them
and then individual people pushing back in
small towns to not build them so yeah yeah i have been hesitant to talk about data centers on this
show because it is so large of a topic and so emotional that it feels like it takes a lot so
here's i think like a pretty interesting look into some of what is going on currently with data
centers doug i'm already upset you're upset i don't even know what this says or what it's i've
started typing a comment write your comment now if you're watching write your comment now and just
assume kind of imagine whatever i'm gonna say and then get really angry and make it a little
bit worse like imagine it and make it a little bit worse yeah and then it always includes
your title be like as a blank this is blank you have to always credit yourself but in a way that
doesn't give us any real verifiable info of any kind uh all right so two articles this week that
i that kicked this off for me uh one is by derek thompson called the great american ai rebellion
and a second one by noah smith a more economic focused one called banning data centers would
blow up the u.s economy so these two guys are largely talking about what would happen if we
actually ban data center development like many people are suggesting so you can kind of just
scroll down as we're going through this but derek kind of lines out a couple simple things where
he's like let's just establish some some facts first off ai is driving the u.s economy it's about
a third of economic growth the ai data center buildout is 4x larger of a share of gdp compared
to the 2000s telecom buildout so it's not just that this is like a huge part of our economy it's
like relative to the last gigantic boom it's like four times bigger and all the best performing stocks
in the smp
500 right there it's all for the most part data it's like ai buildout you know it's memory and
infrastructure not even necessarily the ai companies themselves okay so sorry good i just
want to chime in on that because i i think regardless of what i think about data centers
that these two stats are unsustainable either way much like the data or the dot com buildout in 2001
i can help you write my emails and it can and i i've never said it's not useful but like these
numbers are absurd nobody is making
money yet and they're spending gazillions and it that that could end whether or not it's banned you
know what i'm saying even if they fully allow data centers people might go oh wait a minute i just
spent a trillion dollars in data centers this is making money yeah and they cut back on the spending
and it's not growing you know that's that's the only thing i push back on is i think this could
end either way whether or not they regulate it but yeah i want to hear what he says so this is first
ai driving the economy second idea ai this ai boom it requires data centers uh data centers will power
all this stuff but more people keep using ai every day ai usage gets higher every day like the model
that you use now if you go talk to some ai model or certainly if you code or do it elf ever else
it's doing more than it did before it's using a lot more tokens google said the ai token usage
has increased 300 times in the last 200 years between may 2024 and 2026 two years 300 times
in two years what did i say 200 years and i was like i was like doug i believe that i mean
given that ai didn't exist before like five or six years ago technically that's still true
last 5 000 years it's gone up about 300 x yeah um and then third fact opposing data centers as i'm
sure most people listening are aware has become a bipartisan
insanely important data center and i'm sure most people listening are aware has become a bipartisan
insanely popular issue it's one of the few bipartisan things left in this country uniting
the country in rural towns that are deep red and people that in cities that are deep blue cold war
9 11 it's data centers no it's it's like it really is one of the rare uniting things people
fucking hate them yeah so a couple interesting things this is from no opinions article but
in august 2025 a year ago 42 percent of americans said they were opposed to a data center in their
area gallup poll this year now says 71 percent of people are opposed to a data center in their area
percent opposed like the the increase in people going i don't want this near me i don't want this
is dramatically increasing this is higher the 71 percent of americans saying i don't want one
anywhere near me is higher than the peak of nuclear power plant opposition in 2001 which
was 63 that is crazy this is one of the most like unwanted things in america period um and then the
fourth thing that is maybe causing all this to spin is we're now seeing data center memoratoriums
so in july the new york governor kathy hochul ordered a one-year memoratorium on all large
data centers and new york was building a lot of data centers now it's like one year pause and
then in texas which is really surprising because texas is one of the big dominant uh data center
builders um greg abbott signed a thing that said all new data centers have to be audited before
they can be held
hooked up to the power grid so i read something by the texas tribune where they looked into this
there's like 350 data centers right now operating in texas there's somewhere between because there's
not an official database somewhere between 250 and 1600 that are in the works in the queue waiting
to be approved 300 right now 1600 because greg abbott said that there are 1800 projects in our
queue and approximately 90 of new power requests are data centers you guys know how they build the
new apartments where they have a costco on the ground floor and the apartments above it
i have seen that i have it would be in heaven yeah that's a real it's a real thing they're
building and i think they should do that with every data center we get affordable housing on
top yeah data center it comes with affordable housing so you well hold on in this neapolitan
sandwich and a costco where's the costco costco in the middle okay the people go on top yeah okay
can i can i just bring up the obvious and i want to hear so the question by both of these two guys
and there's a very another interesting question and i want to hear so the question by both of these
is the biggest political movement happening right now in america is on a crash course to stop the
the thing that is driving all economic growth what the fuck is going to happen and what is
no i don't know what's going to happen my question is um look i think these articles are probably
going to make the case that this is important for the economy and that data centers are
going to get built for this build on some way or another form kind of they're both concerned
about okay centers i'm just trying to say like from a perspective of somebody in a town
what do you see as a benefit of a data like a data center being built near you seems to be
uh noise construction pollution probably what is the benefit that's what i'm trying to understand
like how do they sell this to people yeah i think they've been forcing it down mid without any sort
of pr strategy of like why would someone want one because i think there's a two groups of people
right there's a group of people who are like completely anti all a i don't want data centers
to exist i want to try and stop this thing kill it in the womb yeah and there's a group of people
who are like not in my backyard
which seems to be a larger group of people that's really growing where it's like i'm going to use
chad gbt or i'm going to but they better not build a data center in my fucking town
that seems to be a very popular movement and if you want to stop that you need to have a strong
message to be like here's the benefit is it jobs i guess what is the it's jobs and tax revenue
right that's the pitch it's this is going to create jobs and you will get a bunch of tax revenue
um so i found an article if you're interested in learning more about what people on the ground
are doing to push back against data centers uh there is a sub stack article by jasmine's son
jasmine's son who uh it is called no data centers in my backyard she actually went to a ton of small
midwest towns and talked to people and this article is fantastic and i highly recommend
people go check it out
and the takeaways from that i thought were kind of surprising so this is getting to the heart of
your question yeah it's not somebody in la tweeting about oh my god the water usage these are people
like in towns where data centers are being built or proposed so what she found a couple obviously
go read the whole article but a couple takeaways one almost nobody who's pushing back in these
small towns hates ai conceptually they aren't actually the ai equals bad you're like yeah it's
cool but it's how they're being built so one something i was not aware of a lot of these data
center projects are being approved in secret and so the companies like a microsoft will call will
have a government local government sign an nda that says they can't talk about what's happening
they do this with many different small communities so they can't talk to each other about what's
happening and they don't really know what the other options are on the table and they can't
talk to their constituents about what is happening so people in these
towns are being approved in secret and so the companies like a microsoft will have a government
over the last couple years have been blind side forcing a local government to sign an nda so it
can't talk to its own citizens it's fucking crazy it just feels it just feels like that shouldn't be
allowed am i crazy it feels it feels like that defeats the purpose of government am i am i crazy
you imagine like a president doing his like uh address and saying well i can't know about this
part because i signed an nda with raytheon i can't mention that but like i would tell you about the
you know what it is yeah this that shit's crazy uh in the second one bad experiences in the past
so she goes she's talked to all these people in midwest towns where some big company had promised
a plant or whatever and then pulled out or you know this town used to have a big gm plant and
general motors went bankrupt or left and then that town's just been screwed and so there's all
these instances where these towns have been like quote are we gonna get left holding the bag was a
word over and over they are worried that a company comes in promises all these things the town has to
offer things for them to pick their town that's what's been going on for several years they'll say
we're gonna give you a bunch of tax breaks so we're not gonna get stadiums bro it's yeah yeah
exactly and again the nda thing was causing them to not be able to go to other towns and say
what are you guys being offered and so these towns were like
building out infrastructure and promising all these tax like write-offs that kind of undercut the core
premise of value proposition in order to try to get these deals locked and then some of them don't
end up happening and so there's this total lack of trust from local communities and their local
government and the company to then deliver on what they're saying is going to happen and then
all this is within the context of broader social media everybody's getting pissed off and organizing
this on a much broader scale um but even then it she said it's less about climate change broadly
and it's more about this physical space in our town will become a big ugly box so
every you know the data center of every every data center is going to have a different impact
uses has different water usage like the water thing is largely going away with closed loop
water cooling but the energy usages the companies are telling them oh we're going to cover all the
energy but then here we go quote in michigan people had already been primed by years of rate
hikes so promises that a data center's cost will be covered ring hollow there's just no trust that
these companies are going to do the things that they're saying they're going to do so even when a
few cases were like this town got a hundred million dollars in tax revenue and they're able
to pay all their teachers well and blah blah blah but most of the jobs are temporary they're really
well paying but they're temporary and then the tax things so so she actually in this thing
interviewed kathy hochul the governor of new york who's you know being criticized at this as this
like nimby developer but kathy hochul sort of says no no the point is that every local government is
being overwhelmed by these corporate lawyers offering these things and trying to push them to
make a decision really quick and offer all this stuff and what i'm doing is saying we are pausing
this for a year until we get standards across everything that every single one so early ideas
would include uh statewide environmental rules you have to do a million dollars in local benefit
benefits per megawatt you have to repeal the state sales tax exemption so these tax exemptions can't
go through so i think it's a really fascinating article about small communities feeling like
they've been taken advantage of and seemingly have been yeah and that's being a lot of like
on the ground pushback on rather than just what you see on social media yeah it's fascinating i
mean i like what you said about temporary jobs because i i was looking into this and it's they
are extraordinarily well paying and the economy is bad right now and there's people people in my
community who do like hvac yeah you just travel the country going to these different data center
sites and they're making bank yeah but they're not putting down roots in the town and like it's
on to the next one once you build anything so it's this weird and then once they're running my
a lot less yeah it's like i forget off the top of my head it's like a hundredth or something
yeah there's people it's like a small number of maintenance staff but the job creation is a
temporary all these temporary hotels and you know services spring up in this town and then they just
go away after two or three years that was my surprise is that people are so quick to leap
at this because if if you're presented something like oh here is amazon's coming in and creating
like a big fulfillment center and warehouse or there's going to be this large like factor
i feel like there's something more clearly concrete about the employment that those things
are offering uh you know people could have their own like qualms with like those things being set
up in your town as well yeah but ultimately it's like oh when this thing is finished and operating
it's a place filled with employees that's the mental image you have in your head when you think
about it right but my mental image of a data center that's fully operational is like empty
rows of servers that are overseen by like a couple guys yeah and i i it's interesting to me that all
of these towns are like leaping at an opportunity that has that long-term vision for it like i sure
they know that the benefit is short term or i feel like the article talks about as well but you know
so it's worth it's worth acknowledging what can be good here a lot of these are like
midwest towns that were hollowed out over the last couple decades they don't have
anything one of the examples she talks about is this giant like basically where they used to be
this massive construction it's just this giant wasted plot where nothing is happening and would
cost tens of millions of dollars to retrofit into anything useful and a data center could come in
they could do that generate the temporary jobs but then as long as there is tax revenue locked
in and the companies aren't taking advantage of these little towns to get massive tax benefits
then it's like okay if a town democratically decides to allow this to happen and you have
microsoft come in and build a big data center you tax them you tax the shit out of them you you should
get a bunch of sales tax and property taxes from this and then a small town that otherwise is
hollowing out and has nothing at least has this just huge surge of tax base in response you have
a big ugly box ideally in a place where most people aren't living right next to it so it's
not perfect but there is a world where this is is helpful to communities that want it it just of
course you can't have these kind of tactics this is so ridiculous i totally agree if they could tax
it there's a there's way more than that and i think that's a good point i think that's a good point
more benefit because at on some level it's like these companies are the richest companies in
america they have hundreds of billions of dollars they're throwing into this you can siphon that off
to small like you could actually turn that money into your money there's a benefit there but yeah
if they're if they're just out legal maneuvering that it reminds me i mean it's it's it's exploiting
the small communities it's a you're you're backing them into a corner taking away any of like the real
long-term tangible benefits they could be getting out of this and making sure they can't communicate
with anybody else so that they can't figure out what those benefits could be and then plopping
down all the consequences on them it's usually deferred i should say it's not like oh i'm not
going to pay you taxes it's like the first 10 years i won't have to pay taxes but then of course
as is talked about in this article people are like none of these companies are profitable right now
what if you go out of business in 10 years there's nothing stopping the company from then leaving
after eight years and they never get out of business and they never get out of business
they never got to the point they had to pay taxes so as long as there's an as long as the local
governments are at the negotiating table and don't get taken advantage of they can get the tax
revenue immediately it's like what should happen yeah i before i stopped uploading i had been
working on a big a clip a while back about the stadium move in uh i think it's the chiefs right
i mean i'm not i'm out of i'm out of uh but i think you haven't uploaded a video in so long
this is a video from december i didn't upload it i'm going back on it the chiefs were moving their
move it literally like one town over very small distance and uh a lot of people online were like
what an idiot the stupid city wouldn't give them enough to be happy there they wouldn't let them
upgrade their thing and that's why they moved and lost a great franchise like a lot of nfl fans were
thinking it was stupid but if you look at the details the the the company i mean sorry yeah
the the stadium the team like rushed through with lawyers offered some short-term bonuses
they pressured the whole cities to compete with each other and they got
the other city um the other kansas city and kansas city missouri it's like right across the border
to offer them like complete tax immunity on like every um every aspect like all of the money from
the the stadium goes to them profitably and they don't have to pay any taxes on anything it makes
from outside of that i don't think i get the exact details the point is they completely uh
tax base for the area cuts out everything near the stadium and all the wealthy neighborhoods
so they don't have to pay into anything and only thing that pays into the
construction fee is like the poorer neighborhoods on the outskirts i guess would the city make the
argument that there will be enough like economic activity that's the argument they made the stadium
would build and obviously a stadium has more economic activity than a data center but what
they found was uh or at least unbiased estimates looked into it and it's like no some people show
up for games but there's only like 12 major games in an nfl stadium a year like they don't do that
many and the the cost vastly vastly dwarfs it so what they did was they like fucked up their tax
base and uh and yes yeah it just is an example of like a well-connected well legally equipped
corporation essentially using their information advantage to like get a law passed or something
to get something to their benefit and the long term it doesn't doesn't help the local town
same things in chicago i believe yeah with the exact details but parking with the stadium oh
um they're they're trying to build a new stadium and they're considering moving it out of i mean
right now it's like
you know
right on the water i believe in chicago and then they're trying to get a new field built and most
likely it's going to get pushed way out of the city because they're just being offered all these
property tax work on those things just it's ridiculous yeah you would think that the two
cities team up and they're like hey why don't we just both agree that we want taxes from this and
it's just i i man yeah when i was looking into it i guess it's all not fresh but there's a huge
incentive on the politicians part to be at a
ribbon cutting ceremony getting something built or released you feel like you've made a tangible
accomplishment instead of like just writing something down or making small tweaks and um
also you're not going to be there for the consequences that are like the reduced tax
base down the road so you get to have the big short-term bonus and the it's like a political
uh mismatch on incentives is what the stadiums thing really is well down to it i'm sure it's
similar here it's weird because i don't really know what the solution is i don't know what the
solution is i i almost feel like you need something at a state level but in the kansas city
example like the cities aren't the cities aren't the same state right it's the split yeah it's right
on the border same thing with chicago it'd be moving it to indiana right um or illinois i'm
sorry i'm not good at midwest but like it's going to move to a different state which is crazy for
like one of the most historic sports franchises it's still going to be called the chicago bears
yeah that's crazy that's crazy uh yeah but you would need some sort of oversight that like
requires like cities to like not negotiate against each other on some line or basis that
there always need to be it needs to be like a minimum requirement for yeah i mean just the
idea of governments playing different aspects i'm sorry corporations playing different aspects
of our government against each other to get the best deals is uh poor in the long term it feels
it feels like that if you were a billionaire would you would you though if you were like
okay i'm gonna bill i have 20 billion dollars yeah i own
this sports franchise we're making a new stadium somewhere and i can save two billion dollars
because indiana instead of illinois is offering me tax breaks yeah no it's like everyone's going
off incentives right they're gonna do the same thing i i could tell you that i wouldn't but if
i was a billionaire with old stadium motor they're like yeah presumably if you're a billionaire you
have a lifetime of decisions that led you to get to that point probably one minute which is very
similar to that which point you'll be like i will take the two free billion dollars well i mean on the
front of not facing consequences when it comes to taxes i have a little update for you guys oh yeah
they finally got you dude well they're coming for me for one i didn't want to say that on the show
you can do a big a clip on that on you my taxes my tax audit uh that'd be pretty desperate for
a blow at that point you can't tell me that clip wouldn't pop if i actually got audited
oh maybe maybe if i could really deep dive into your finances in jail with you that'd be a banger
you do like a caleb hammer episode with me we just when i'm really desperate i'll come back to you
we'll do that okay okay all right so you guys might remember from a while ago there was this
whole uh anti-weaponization fund that trump and todd blanch were pushing for the idea being uh that
in as a trade-off to the uh
scrutiny that trump had faced from the irs a while back he wanted an anti-weaponization fund put in
place that set aside 1.8 billion dollars that allowed uh victims of the government for example
the january 6 protesters uh to be paid out from this fund that trump's uh select group of lawyers
or rather todd blanch's select group of lawyers could uh make payouts from but the other stipulation
and this got canned this did not go through we stopped it read it but you write so funny that
what you just described would be like talked about for eight straight years with obama it's like
it was just like one week and then we everybody moved on to the next thing we're talking about
the iran war and even that's like everyone's cut over it it's like nothing sticks anymore
i don't know if it's a trump thing or if like we've all just gotten short form video
but it feels like no story really has the sauce for more than one week it's a little bit of both
it's crazy well the thing the funny thing about that is you do you guys remember what the other
little nugget or stipulation alongside that was he can't be investigated for tax crimes exactly he has
indefinite irs immunity as well as his family and their affiliated companies love that and that was
the other part of this agreement you told me if you weren't a billionaire you wouldn't you wouldn't
run for president win the presidency a series of decisions leading up to having total immunity from
the irs and if i was it and if i was a billionaire and i made all those decisions i was smart enough
to become one yes i probably would go for this i would probably i would probably go for it can't
can't fault him uh so he did they they dropped the anti-weaponization fund and that fell out
of the news cycle but what didn't get dropped was this idea of indefinite irs immunity for
trump and why this matters in like trump has already encountered problems with the irs where he
uh had previously was going to owe up to a hundred million dollars in owed taxes uh or fees to the
irs as an example of an audit that he had already experienced so this is ignoring everything else we
know about trump this is not a man with a clean audit history well and uh trump you know pushes
pushing back against this is that he's been unfairly targeted and audited more than other
rich people i've been audited every year of my entire life which i have a lot of wealthy friends
that were never audited to this day they were never audited i was audited mr trump said that
uh and you know he added he tacked on i've been treated very unfairly um but it was asked uh the
the interesting thing about this stipulation is that uh it applies to his kids and their
affiliated companies and it was asked directly of the company's
uh senator warren asked companies like calchi polymarket american bitcoin uh whether or not
they considered themselves immune to tax investigations or prosecutions because of
their affiliations to the trump family and those three companies that i just said uh
did uh say that no they don't consider themselves immune like our it would be
insane to say that donald trump jr is like our advisor on our board therefore we cannot be
investigated for taxes it would be as calchi that would be crazy but i guess trust me bro for
the entire history of the company it would be insane it would be insane of them to say that
however that's a story for two weeks from now yeah other other companies like world liberty
financial which if you aren't familiar with this is like the crypto company that two billion dollars
from the saudis right yeah that we've talked about on this show before that the trump uh the trump
sons own as well as a few other parties uh they just declined to answer that question uh of whether
or not they their company would be immune with this stipulation in place and blanche has also
pushed back and said that there are limits to the protections that uh i am implying here but is not
really elaborating off on the specifics of how they would would or would not be applied and this
this is pretty much the beginning and end of this for now
uh it's just a follow-up to something that i think is absolutely insane the idea that the president
can uh get some sort of tax immunity because he's managed to appoint somebody like blanche into a
position of power his own previously personal lawyer and also include his family in that
uh yeah it's a insane yeah i don't know why he doesn't just pay the taxes because
the uh truth social hundred thousand dollar monthly fee rolled out it just happened
and people are paying it this is the exact same question again i'm like if i was if i was
if i just made like four billion dollars off corruption i'd just pay the hundred million
but that's not what got the billionaire to that point yes that's the difference he needs the
fucking irs immunity i would never be in that spot i wouldn't be there i don't think like that
you're a cuck we're little cucks who pay our taxes on the subject because of my finance story
i read a really good piece that basically made the argument this is a financial uh sub stack he was
like listen for the longest time markets were an extremely competitive place in finance
where they'd hire the best and the brightest and the quants and they would make these algorithms
and they would think about these ideas and they'd have these long
long, short funds and hedge funds.
They would all find ways to compete with each other
to get an edge, to make alpha, extra money.
And he said, it's gotten so brutally competitive
at these top Wall Street firms
over like finding an edge in the market
that they're all basically like struggling
to get an extra 1% or 2% with each other.
Like they all have the same ideas,
the same investment ideas.
They're all just basically putting in an AI.
And so he's like, when you reach that point,
if you want to grow revenue or returns a percent
or two every year, the way you do that
is you start cutting into tax,
like you just pay less taxes.
So instead, all of the innovation,
the brilliant minds and the people they're hiring
are putting their attention more towards
finding ever increasingly impressive ways
to get around taxes,
because that is a way for your clients
to make them an extra 1% over your competition.
And so the article went into detail on like,
we talked about the,
the more common ways,
maybe I'll do a follow-up on this next week.
He went into detail on like,
they are getting so advanced and finding so many,
I was one example, I remember.
So, you know, like if you have a,
if you have a stock and you sell it at a loss,
it's a, you can deduct out of your taxes.
Like if I invest in Microsoft, it goes down,
I sell it, I can deduct that.
And they would do these long short funds
where they would have, you know,
you bet certain things, you bet against certain things.
Some things would lose money, some things made money.
When you package all this into an ETF,
you only counts as a sale for you
when you sell the whole thing, okay?
So it's holding a lot of stocks and changing all the time.
Like if you hold an S&P 500, it's changing it all the time.
So what they're doing now
is they're taking all their trade ideas,
putting it into an ETF that you buy, okay?
And you're not selling the ETF for a long time,
but within the ETF,
they are structurally putting in losers.
They're putting in guaranteed losses
that are deducting against them.
And selling.
- They're holding the losses more frequently, right?
- Yes, they're holding the longs
and then constantly selling the longs, the shorts,
to counterbalance it.
It's like this insane financial engineering
and it's all legal within our current system.
And it was kind of hard to do before
because of algorithms that could do it really fast now.
So yeah, it's just this weird thing
where you're constantly including guaranteed losses
into your overall package
that you don't individually have to sell,
but they can sell to deduct against
the overall return of the fund.
It's crazy, it's wild.
I'll have to do a deeper dive
'cause I didn't fully, I just read this thing,
but it just made me think of how obvious it is
that yeah, of course they would start
cutting into the taxes because that is their,
that's the last area.
It's like Game of Thrones when they have the rat
and they're heating it up.
There's only one way it can go, dude.
They're just going through the tax base.
And it reminds me of these ever increasing ways
they're finding around data centers and stadiums.
We need one nice story to end on.
'Cause this is actually a pretty bleak episode.
It was a good episode.
I really enjoyed it.
These are all good stories.
- Chinese cars, or we could do Meta sued.
That's I guess.
- I have a good one.
- It's kind of a win.
It's a depressing story that ends with punishment, I guess.
Do we want to end on like good thing happened
or bad thing happened and they're punished?
What feels better?
- Oh, I think people want consequences.
Yeah, I would love to hear about the punishment of Meta
if you have a-
- All right, I mean the real quick version.
Meta famously made Facebook.
And so-
- That's that.
- And I've been reading an article about it.
- That's a good one.
- So actually in March,
I talked about how they were ordered to pay $375 million
in penalties because they in New Mexico
were determined to have violated the unfair practices act
by misleading the public about safety for young users.
But actually that was a two-part trial,
which I didn't know about.
And then part two just ended this week.
And the second part was a different legal question,
which is like, is the platform a public nuisance
to teen health?
And so the judge ordered that, yes, it is,
and ordered a $567 million fine for harming teens health.
So the total from that case is $942 million
that Meta is paying just in New Mexico
for harming young people's mental health.
And they're being ordered to change how they operate.
They are supposed to remove like counts now, which-
- Wait, what?
- Yeah.
So the judge is saying like,
in order for this to not be a public health hazard-
- But how do I know how many likes I get?
- I know.
And what's even worse, for underage users,
they won't be able to look at their metrics
to see how well their posts are doing.
No push notifications from 10:00 PM to 7:00 AM.
- Wait, dude, we are inventing the daily scroll
from first principles.
We are going to get there eventually.
You guys think it's stupid,
but every year we get closer to it.
- Dude, I'm not even kidding.
- They're putting time gaps on certain notifications
that's so daily scroll coded.
- We're getting closer and closer to the daily scroll.
You have to admit it.
The daily scroll is coming.
- It's coming.
- And then unfortunately, they did a cap of,
for young people, 90 hours a month,
which equivocates to about three hours a day.
And unfortunately, Brandon,
they did not say that those three hours have to happen
at a certain time slot called the daily scroll.
- They will.
- They will?
- They will.
- It'll take a few more years.
- The world's not ready for it when I proposed it,
but I'm ahead of my time.
- So it's, dude, that's almost a billion dollars
just in New Mexico and two other cases.
One of which I mentioned, which is that in March,
a woman in Los Angeles sued all these social media companies.
Meta lost and had to pay her $3 million.
Not a lot of money for Meta,
but when that's a single individual
winning that against Meta,
that can scale really, really big, really fast.
And also in 2023,
33 different states sued Meta for harming young people's
mental health.
That's been combined into one giant federal case
that's starting to be held and go to trial now.
So they're doing what's called bellwether trials,
I believe is the term.
And that's where you, you basically,
if there's a whole bunch of things that need to be trialed,
you take a couple of them to kind of like test the water.
Let's see how it goes.
So they're starting right now.
This is like, there's, there's like 40 states
that are suing Meta in some form for this.
The trial's being held in Oakland with the GOAT,
Judge Yvonne Gonzalez-Rogers.
- Yeah, she back.
- The same judge who did Apple versus Epic,
the same judge who did Elon Musk versus Sam Altman
and OpenAI.
And now she's doing like the nationwide mega social media.
- She's seen the big ones of the decade.
- Yeah.
And she seems like really good.
So that's sick.
So Meta is getting like crazy fucked.
- Ninth circuit court.
There was the, there's the thing that all these companies
use, which is section 230,
which I don't know if I know the exact details on.
It's, but that's how they evade responsibility
for things uploaded on their platform.
And the ninth district court just.
- The idea is like, it's user generated content.
So we're not, we're not like overseeing,
we're not editorializing it.
We aren't the ones writing this content.
Therefore, like we don't have total responsibility
for the actual content.
- Right.
- That's the, that's the argument.
- And the court threw that argument out
or at least said that you cannot use it
to dismiss lawsuits out of hand.
You can use it as an argument within the lawsuit,
but you have to engage with these.
So that was the big shift.
It is not a defense.
The liability doesn't provide immunity from being sued
as, as they were trying to argue.
You're not immune from being sued because.
- I mean, that's kind of a step in the direction
of stricter punishments or enforcement
on the government's part,
making them moderate the platforms better, right?
And like, and banning people more effectively.
- If you're getting billion dollar fines regularly,
you better fucking change them.
- We gave the example of how in China,
like a lot of the censorship that is experienced there
is not necessarily happening through the government itself,
the government just imposes such steep consequences
on the companies that they do most of the policing themselves.
And yeah, the fact that this is like the first,
I think one of the first big cases playing out
with this level of consequence in the single state,
and this is all following suit.
It feels like a step in the right direction, at least.
I do think the, the wishy washy part to me was the things
like, oh, we're getting rid of the push notifications
at these times we're capping the hours.
Because those are all the things that it's like,
kids just get around and I'm not really sure
how effective any of those things will be in the aggregate.
Maybe I'm wrong about that.
I feel like that part of it
still needs to be more substantial,
but by sticking it to the company,
hopefully they start spending more time
thinking about the changes they need to make
to prevent these things from happening.
- Yeah, they're calling it the highest profile
corporate trial since the tobacco settlements, like the big,
all the states to tobacco companies.
And this is, yeah, you said 29 states in a week versus Meta.
That's kind of crazy.
It's going to be a-
- Yeah, we'll talk about it.
Presumably, like many of these things,
it will take a long time.
And you know, even with the removing likes, it's not clear.
First off, Meta is going to appeal it.
And then we don't know whether,
will that be applied across everywhere or just New Mexico?
But I, it's getting to a point of like,
can Meta exist as a company?
- Dude, they had so much bad news recently.
It's crazy.
- Well, they got llama.
- That's the other thing is like,
they're crushing it in AI.
I'd be like, well, you can't stop them
'cause they're going crazy.
But they're also losing AI, it feels like.
- Of the big tech companies,
they're the only ones that I can really think.
It's just social media, right?
But if social media now becomes,
oh, any person under 18 can sue you for millions of dollars,
anyone, like how do you survive as a business?
I don't know.
There are, this is a crazy thing.
- Well, they have the Metaverse.
- They do have the Metaverse.
- Let's not rule out the legless Metaverse.
- So TikTok is also being sued by tons of young people.
This is a Reuters article and they're settling
privately, like TikTok is not allowing these to go to trial.
So like Snap and TikTok are also dealing
with this right now and they're just trying
to like stuff it under the rug by settling rather than doing what meta is doing uh there are right
now in los angeles alone 3 300 lawsuits against social media companies for harming young people's
mental health if every one of those is worth seven million dollars and that's just in los angeles
dude they're gonna be like the billboards for car accidents have you been harmed by social media
did you feel bad about yourself when you were under 18 if you're under 18 and you want to make
some money sue tiktok right now they'll probably pay you to just shut it up but not even kidding
non-financial advice no i'm guaranteeing this lawsuit will be profitable for you
uh look that's crazy that wait i have one time it's like a three second story yeah okay i'll
end on a story because this is a good one it made me think of it when you're talking about japan
earlier okay you said in these japanese towns they can't control all the bears there's so many
bears there's a surge in bears there's a surge in bears well there's a chinese town where they
don't have enough bears but there's kind of known for their bears so they came up with a solution
they're gonna pay people fifteen thousand dollars to wear a bear costume and be totally silent
is ridiculous they could solve their problem easily by importing foreign bears and their
xenophobia yeah there's xenophobia for japanese bears they do have crazy bears in china we didn't
talk about that a lot while we were there yeah we should talk about this more and by the way
this is a available job even for foreigners i think so if you want to make some money you can go to
japan you can be a bear you have to wear the costume you're not allowed to speak chinese you
can't scroll to social media oh sorry i shouldn't say anything and they want you to be playful with
this you have to kind of like be fun but still act like a bear you have to act like a bear okay
so i will end on that note little fun economy news easy way to make money in this there's always a
way to find ways okay this was a tough episode i'm doing the mental recap of the stories if you want
uh more heartwarming yes heartwarming content you can go to the patreon patreon.com
slash lemonade stand where we do an extra hour of the show every week we also do a book club
we just did our book club episode on disney war it was great it's uh yeah uh we will see you guys
next week thanks for watching see you next week bye
Podcast Summary
Key Points:
Ida Garten and Jennifer Garner discuss friendship, recipes, and a Paris tour, highlighting the value of genuine connection.
Gabby Williams reflects on her mindset in the WNBA finals, emphasizing resilience and the contrast between defensive teams.
A podcast host expresses concern about Doug’s YouTube channel explosion, noting a surge in new, high-performing "Doug" channels.
AI-generated viruses are being developed to combat antibiotic-resistant bacteria, offering a promising but risky medical advancement.
The research involves open-source AI models that create viable bacteriophages, which could revolutionize medicine but raise serious safety and ethical concerns.
Experts warn that unregulated AI access could enable dangerous biological weapon creation, especially if used by malicious actors or without oversight.
Industry leaders are leaving major AI companies due to financial incentives, signaling a shift toward startups with higher potential returns.
The growing power of AI in science and defense demands urgent global regulation to prevent catastrophic misuse, especially in biotech and military applications.
Summary:
The podcast episodes cover a range of topics, from personal conversations about friendship between Ida Garten and Jennifer Garner, to in-depth discussions on the WNBA finals and the evolving role of AI in science. A central theme across multiple segments is the rapid advancement of AI in biotechnology—specifically, its use to design viruses that target antibiotic-resistant bacteria. Researchers at Stanford, Berkeley, and the ARC Institute have successfully created 16 effective bacteriophages using AI-generated DNA models, offering a revolutionary tool for medicine.
However, this progress raises serious ethical and safety concerns, including the potential for misuse, uncontrolled AI development, and the democratization of dangerous biological tools. Experts stress that such technology demands strict global oversight and regulation, as unchecked access could lead to catastrophic bioweapons. The episodes also highlight broader industry shifts, with top AI figures leaving Google due to financial incentives and internal pressure, signaling a realignment in AI innovation.
S. military supply shortages, especially in defensive missiles, and the strategic pivot of Iran toward economic deals over nuclear concessions. The overarching message is that while AI holds immense promise in solving critical health and defense challenges, its power must be carefully contained through transparent, enforceable, and international regulations to prevent disaster.
The tone remains cautiously optimistic about scientific progress but deeply urgent about accountability and foresight.
FAQs
The episode discusses friendship, Jen's knowledge of Ida Garten's recipes, and the Paris tour Ida organized for Jennifer and her daughter.
She discusses her mindset during Game 7, the challenge of facing a defensive-minded team, and why Golden State's system differs from that of the Atlanta Dream.
Doug has created multiple new channels with similar content, each averaging 700,000 views, which has overshadowed and diminished the performance of his main channel.
The host attempted a chest tap on Aiden, missed, and accidentally delivered a powerful elbow that knocked the wind out of him, leading to a humorous and awkward aftermath.
Scientists at Stanford, Berkeley, and the ARC Institute are using AI to create new bacteriophages—viruses that specifically target and kill bacteria like E. coli, which are resistant to antibiotics.
Yes, risks include accidental creation of harmful viruses, misuse by malicious actors, and the potential for open-source models to be exploited, especially if proper oversight and regulations are lacking.
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