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

Chime is changing the way people bank by offering the most rewarding fee-free banking.

It's built for you, not like these old banks, no overdraft fees, no monthly fees, and access to thousands of fee-free ATMs. With Chime, you can get up to $1,150 in annual rewards fee-free. You get 5% cash back on your Chime card and a category of your choice, like gas or groceries. Your savings grow faster with a 3.75% APY that's nine times higher than the national average. You also get premium travel perks like airport lounge access and a 24/7 concierge and access up to $500 of your pay early with my pay.

Chime is rated five stars by USA today for customer service, real humans, 24/7, and you're not just switching banks. You're upgrading to America's number one choice for banking with a Chime checking account. Chime is not just smarter banking, it is the most rewarding way to bank. Join the millions who are already banking fee-free today. Head to Chime.com/SRS. That's Chime.com/SRS. It only takes a few minutes to sign up. Chime is a fintech, not a bank.

Banking services for my pay and Chime card provided by Chime's bank partners. Optional products and services may have fees or charges. State an annual percentage yield and cash back for Chime Prime only. No minimum balance required, checking account ranking based on a JD power survey published October 20, 2025. For more information on APY rates, my pay spot me and travel perks go to Chime.com/disclosures.

“It's made a difference. Do you want to know what's going on in your community?”

But don't you know how? Then go to GoFandMe.com and start your own bank account. Your next bank account doesn't have to go through the school or the kids. You can still stay in just a few minutes, just go to GoFandMe. In any case, for myself, for friends, family or for an organization.

The most important thing is that these people or projects are on their own.

GoFandMe is the four-hours bank platforms and for people to spend money. The important thing is that they are on their own. Without any pressure, they have to stay here. But with many health-free tools that I'm on their way to support them. So you can use direct laws.

Obcreative, local, or even important. Your personal value. There is a reason why GoFandMe is from millions of people. And the value of money from the bank is worth. GoFandMe is worth a lot of people.

And people to spend money. Shout-in-a-hot-to-dine and GoFandMe spent an off-hoof. Joe Longstale! Welcome back, man. Thanks Sean.

It's been a win-it. It's good to be here. Lots of shit going. I love the new place. Thank you.

Thank you. I've been excited to show it to you. This awesome's making me thirsty for a drink, but it's too early. Well, hey, we've got plenty to dive into if you change your mind. All right, maybe we'll grab a cigar later and shoot some stuff.

You'll have your food. We'll bow some shit up after this. But, well, man, you texted me shit. It feels like maybe six months ago, but we were talking about... You texted me an article or a tweet or something about...

Christians being persecuted in Nigeria and you,

“I believe, invested in company down there to kind of combat that a little bit.”

So, I was like, hey, come on. A lot of stuff to go, I mean, I mean, listen, there's... I think there's like two things we all have to battle for great Americans. And we believe in Western civilization. One is we got to stop the comics.

And two is we got to stop the radical as long as... I think those are forces of evil all around the world. Yeah. You know, and it doesn't mean... Whatever, moderate left.

I don't mind it, disagree with them. They're not evil. Maybe some moderate Muslims. I think are good people I work with. But these extremists, man.

And by the way, even if we solve everything in the Middle East, let's just think it out. This is pretend everything goes perfectly. We solve so many of the problems. They're obviously not going to solve.

“Well, let's say you solve a bunch of it.”

Africa is going to be a battleground for this nonsense. For sure, for the rest of our lives. Yeah. And man, it's just nasty. Like you see what they do to the Christians.

They're like, they're like, take 70 of them into a church. And let's slaughter them in the church. And they'll rape and they'll pillage it. They'll kidnap school girls. And it's just on and on and on.

Thousands being murdered. Very little pushback. Let's stop these bad guys. Fucking crazy, man. I pulled some stats up where you're down here.

Getting pictures.

Yeah, it said 388 million persecuted Christians worldwide.

4,849 murdered for their faith. And that's in 2026, 72%. 72% of those murders were in Nigeria alone.

That of 2026. Shit is definitely popping off there. 8 VC led 11.8 million dollar round. Investment and tear and tear industries. What is tear and industries?

Yeah, and these guys are raised tens of millions more. Since I backed them because once we've backed them,

it'll always allow our people to like to get involved.

Listen, it's too young, talented, Nigerian men. One of them was a physics Olympiad. One of them had already built. Another company is early 20s of its successful. And they're building a defense prime for Africa.

And obviously, after Palantir, I built a couple other big defense companies here. I know this space, and I have a few. Just just a few. I appreciate you interviewing. I know there's some great man.

I want them to get credit not me. I try to help them out. And it's like Africa needs stuff too. And it's going to partner with a bunch of our stuff. And listen, these are really talented young men.

They were already just trying to get going on. We thought they deserved some resources and some help. And they're some partnership.

“I think I think it's good for us to be partners with the best and brightest there who are”

all the side of the good guys. So how do this pop on your radar? We see a lot of things going on. I have some old friends, one of my interns built a couple of big companies in Nigeria, who's from a big Christian family there, who's a prominent guy, a really good guy.

We have others who kind of track and try to talk to the physics Olympiad winners around the world and see what they're doing. So there's lots of different ways that you kind of see this from a couple of different sources. You see it's real. And then you send people over and get engaged.

Did you, I mean, so with Tara, did you, did you founded? Did you co-founded? This one we were the first big institutional investor. So we took a big minority stake in the company early.

I think it was about a 40 million evaluation.

And we put, you know, we could be by a quarter of the company or give or take. And then it's since his raised, you know, 20, 30 million more. It's close in really big contracts and in the idea is like, you know, we know a lot about this industry. Let's help them, let's help them scale it up around Africa, have multiple spots, multiple

governments they're working with. Let's have, there's certain things they're going to be the best at. There's certain things America has companies that are going to be the best at. Let's make sure we partner and help them. So if they're building, for example, remote control cars, they're already working.

Which they are. If they want to make those things autonomous, maybe you partner with someone like overland, right? There's also all sorts of ways you can help them with our stuff as well. Where are they based out of? They're based out of a city, a suburb of, like us in Nigeria to start with, but then they

also have stuff they're doing around East Africa, as well, and other big multiple places for their manufacturing. So what else are they doing? And how does this tie into persecution of Christians?

“Well, I mean, you have to be able to monitor things going on.”

You've got to build century towers, you've got to build century drones, you've got to be able to build defense drones, you've got to be able to build, you know, cars and other things that could drive around autonomously and watch and have guns on them.

So you basically need to be able to arm these people cheaply and affordably with the

way to see what the bad guys are coming and a way to fight back and a way to turn the bad guys. And so it's not just that, it's infrastructure as well that's being attacked by these crazy people that you've got to defend for the country. You've got to be able to defend all sorts of different kind of assets over there.

But you want, and you want stuff that can help these innocent places to defend themselves right now. They don't have any, if you have some modern military, you know. Yeah. I'm aware.

Do you know, do you have a little more context of what's going on on the ground there? Why are they persecuting Christians, who's defending them? Well, this ties into the war that we're fighting right now in the Middle East. Let's be clear. This is just ties very closely into it.

As you have these basically crazy forces around the world that are, that are funding Islamic jihadite terror, right? And that does, unfortunately, like how the extremist longest view thinks is that it's their job for them to dominate, and for everyone who's not Muslim, to have to, to have to basically, like, you know, either, you know, submit or convert or pay a tax and have Muslim

winning.

“So Nigeria is a country in Africa that's close to 50, 50, right?”

It's slightly more Muslim than Christians. So it's a very obvious, very big target for these, you same jihadis and Iran who are setting out money to do bad things. This is the same types of groups, the Muslim Brotherhood. That's the same ones that run care in the US and try to pretend that they're nice

guys, when they're not those of the same types of people who will go after this and say, this is a chance for us to assert our Islamic dominance. And so it's a very big target to make sure the Christians lose and the Muslims went and forward them in that country. What do they do under the Christians, they're intimidating them.

They're trying to scare them into converting, they're trying to kill them when they're in there. They're trying to take their woman. They're trying to, they basically horrible things, you know? I mean, in Syria, I think they were crucifying them.

It's hard for me to, or if that was, if that was not Jesus or all of her, if there's all over the Middle East, they've done this. I mean, listen, Lebanon, on the stepping back for a second, Lebanon was a very safe Christian dominated country, right? This is like Lebanon was one of the success stories still for Christians in the Middle East.

The Constitution built in where it was shared power between kind of moderate, you know, Tunis and Marinites and others, and what happened with Iran in the 80s when they started just to fund all this kind of nonsense is they funded Hezbollah and they went in and they

basically destroyed Lebanon as a safe place for people to live and they made it a horrible

broken country and they tortured people and they killed people there. They actually not only tortured the people there, we had a CIA chief who was there in the 80s under Reagan and they caught him and they kept him alive for months, skinning him alive, torturing him in every possible way to get his information. So people say Trump's like convinced to do this recently, Trump saw that happen then.

By the way, you see that happened to the CIA chief of America tortured for months to get all the information. Like, you want to let those guys get away with that, I wouldn't want to let those guys get away with that. One of the Trump's happened.

This is the 80s under Reagan. Oh, okay. Yeah, yeah. But this is why such a big deal right now, it's happening is because for the first time, like that was one of the things that fell when Iran first started projecting its power after

taking over right in the late 70s when the crazy came in and slaughtered people and tortured people and took over and started kind of spreading their nastiness. They spread it to Africa, of course, and they have lots of things there. But the Lebanon was like the first really kind of like pretty healthy Christian part modern country to fall to this nonsense.

And we may be within a month or two of actually cleaning out his bull on taking it back, which is awesome. Interesting. Interesting. So, let me give you an introduction here in real quick, before we get into all the geopolitical

ship that's going on in the world. Joe Lannesdale, co-founder of Palantir Technologies, after Palantir founded Adapar, invested

or co-founded multiple US unicorns, billion dollar companies, Epirus, Palantir, androle.

Illumio, Synthego, Sironic, Yugobide, Asana, co-founding Cicero, organizing dedicated to advancing educational opportunities and policy to transport lives and societies. Co-founder and managing partner of ADVC, venture capital firm that pushes for policies that encourage innovation, advisor to leading political figures, advocates for a future where technology and policy work hand in hand solve our biggest challenges.

Welcome back. Thank you. Welcome back. Thank you. You know, we got a Patreon, they're the reason I get to sit with you here today.

And so they get the opportunity to ask every single guest a question and this is from Tim. It is being reported that the current data center infrastructure investment roughly 650 billion will last only three years, after which GPUs can be severely degraded and will need to be replaced. Traditional infrastructure investments like roads, railroads and high voltage, which can last for 30 to 50 years with less of an investment.

“Is this level of maintenance for data centers feasible?”

I don't think they're totally useless after three years. I think the situation though is that there's so much better stuff based on the new technology. You're going to want some new stuff for certain workflows. And listen, this is the most dynamic sector now of the U.S. economy. There's trillions of dollars going into it.

There are so many smart people from around the world figuring out what new chip designs, what new data center designs, how do you use AI to do every part of it better, how do you do the energy better? I'm getting pitches left and right and people, top guys around Elon, top guys around Jensen, all these top guys, spending so much money on this, I'm not worried they're not

going to figure it out. I think it's a great space that we are spending trillions of dollars. It's going to drive America to the future, super interested talk about AI, but these guys are figuring out the infrastructure. It's going the right way.

How are they going to power all this stuff? I mean, listen, I have friends who are getting the next national gas turbines that we're supposed to go to Turkey and rerouting them and spending a bunch of money to put them in Texas, right? And doing it that way, we have all sorts of LNG, massively coming online, we have all sorts

of new solar, we have billions of dollars of batteries coming online to make solar work better.

“I think it's all the above, I was with Joe Kraft yesterday when we had a political figure”

over who owns a bunch of coal.

I mean, listen, the solution is all of the above, right?

The solution is every possible. There's you can get it's going to keep energy prices healthy for a while, but it's going to create and is creating massive investments into energy to make it work, which you look at China, by the way, China has now about, I think, three times the power we have, starting with 999, we're about equal, we're way ahead of them, obviously, in the 80s.

I think that's, that's one advantage they have is they've put more of their kind of resources into infrastructure. We're going to need to put more resources into infrastructure. I think a lot of the, the how well the artwork in class does is going to be tied in part to how much we can build more cheap energy for everyone to bring prices down for everyone.

So this is going to be a big fight where I mean, do you know where we're out with the nuclear stuff? There's so many great companies going as fast as they can as a shit. Not good.

“The NRC, Tyler's got Valor or Tom, what is that Valor?”

Valor.

I'm a well.

Fusion's building the first fusion plants.

They're spending billions of dollars on and it's very, very, you know, credible now how that fusion parts getting better, like 2030s is going to be huge. The solar is getting more efficient. There's massive new plants there with batteries, Zach Dells putting in billions of dollars of batteries and Texas grid to make it work better and make alternatives there work better.

“I think, you know, coal itself is getting more efficient even though they're not supposed”

to talk about it. Like, I think everyone's doing it. I can't believe we're fucking talking about coal. I mean, well, I just with with Joe last night, this guy, he's doing it so nice. But like, there's every, I think every, I think every level is good and the list infusion

infusion really. Fission has been held back by stupid regulation and got in got pushed 3040 years behind where it would be. I think we're going to catch up. We're going to do a massive amount of it.

I think all of this stuff is good. You think policies coming around for New York? It really, it really is like even like the Texas legislature is putting in like bonuses if someone gets a small, you know, plant done there.

The NRC is now staffed by people who are no longer completely, I think for the first time

in 40 or start of the proving, maybe 50 years by the way, I think we start the proven new designs again. It's, it's we're actually turning it back on.

“It's like, it's like we went through this crazy deindustrialization period in the US from”

1971 to like 2023 or whatever and something about like Trump revolution but also something about AI and how AI could be used to unlock productivity growth. It's like we're back. Like America is now growing again. We're now fixing things again.

This is an optimistic time, our enemy should all be really scared. We are clearly going to be dominant. This is now the American century again if we keep it up. I hope you're right, hope you're right, man. Lots of shit going on in the world right now.

Yeah, I ran China's making moves on Taiwan, Russia Ukraine's still going on. We perbed Maduro out cubus in a fucking crisis. I love it. We're, I love it. It's like, it's like leadership, man.

Come on, guys. I got a draw the run. Where do we, where do you want to start?

“I mean, the Americas, let's just say, I mean, I love what we did in Venezuela.”

This is awesome.

This is the guy's clearly a criminal and here's what people don't get.

This is really important. When you have a place like Venezuela that gets taken over by these cartels and these socialists and communists and just bad influences, it's lots of problems for the US. First of all, they're like allying with their adversaries. They're working with Hezbollah and others to break weapons with them.

They're allying with China for energy, they're helping Russia. But in second of all, they're spreading. It's like a virus. They're spreading. They're ideology all around the rest of Latin America all around the rest of the world.

So when you go, I was with the conservative president of Columbia, L.D.K. who was a guy before this guy and the pro-testers coming into his country and they were coming from Chile where they just succeeded and just worked to temporarily turn Chile a left, thank goodness we turned it back. But they turned it very left.

And they were funded by Venezuela. They had Cuban people involved and they had a Russian technology. It's like these guys, fuckers in Russia still think it's a Soviet Union or something. And they're still causing messes around the world. You know why?

Because if they succeed and they make these things go hard left, it's like having bad guys in charge. Who the bad guys are going to partner with and like plunder with, they're going to work with the other bad guys. I've got to tell you, this is one of those things.

I didn't realize how much I needed until I actually started using it. Every device I got needs a different chord. Phone, headphones, watch, it's a mess, especially when you're traveling. But rich, they fixed it. They're 5M1 travel power bank has everything built in.

So you're not carrying a bunch of cables around anymore. You've got MagSafe wireless charging, Apple Watch charger, Lightning USB-C, all in one device. I've been using it and it just simplifies everything. I'm not digging through a bag or fighting for outlets anymore. It's got 20 watts of power, charges your phone fast and with 10,000 milliamp hours, you're

getting multiple full charges out of it. And like everything rich makes, it's solid. It's built to last and it actually looks pretty good too. Not like those cheap airport chargers. One thing to pack, 5 ways to power.

You can find ridges power bank at best by or our listeners can get 10% off at rich.com by using code SRS a checkout. Just head to rich.com and use code SRS and that's it. You're all set after you purchase the last where you heard about them. Please be kind, support our show and just tell them we sent you.

I'm pretty simple when it comes to gear. I like things that just work. Notestractions, no extra thought, things that just do what they're supposed to do. That's exactly why I like sheath. Most underwear, you're adjusting all day, especially if you're moving around or training.

Think fix is that. They've got a true dual pouch design that keeps everything separated. So you're not dealing with sticking, chafing or constantly re-adjusting. You put them on and you're done. The material is awesome, super soft, breathable, lightweight, feels high quality and holds

up whether I'm working, traveling or in the gym. And what I really respect is the company is veteran owned and was designed by an active duty soldier. This was built for long days, heat, movement, real conditions, not just comfort. For me, that's why it's my go to.

It removes a distraction and lets me stay focused. Feel it to believe it.

Go to sheath.com/SRS and use code SRS for 20% off and sheath even offers a first pair guarantee.

So if it's not for you, you get your money back.

“And honestly, once you try these, there's no going back.”

That's S-H-E-A-T-H.com/SRS and use code SRS for 20% off. Sheath, the underwear of legends. Thanks to sheath for sponsoring this episode. So it really, and I know some people, oh, it's too simple, you're in preschool. No, it really is.

There's like the good guys and the bad guys and you want the bad guys to lose. You don't want the far left authoritarian rapists like crazy people to take over. And so Trump actually using a little bit of our authority, a little bit of our strength, a little bit of our frankly total dominance, and going in, saying no, we're not going all out.

A crazy bad guy, spreading evil to be in spreading crime, to be in charge of this place

three hour flight from the South Coast, think goodness, think goodness, there's a management. Mm-hmm. I mean, Mexico is, we've been talking about Mexico for non-stop. It's complicated, yeah. Why haven't we done anything there?

Yeah.

“Well, I think we have done a little bit there.”

I would have done a lot more there. You know, my wife actually researched a lot of the rules for Texas, what we could do. And we helped sponsor something, they got the governor of declared invasion back when fighting was president of, he's a good guy, but he didn't end up acting more than declaring the invasion.

If I was me and I was Governor, I probably would have bought him a few fentanyl plants, you know.

I mean, dude, that's our border, you know, if you put a fentanyl plan next to my border, blow it up, these guys are scared of Trump right now, he's definitely taking some strong actions. Uh, you know, I think we saw was a port of Ayara where they attacked the Costco and the airport after their leader got killed.

I think there's some joint operations right now to put a lot of pressure on the cartels. I think the cartels are laying much lower, a lot of the border crossings were cartels. If you look at the amount under Biden, it was insane. I think we cut it off under some administration pretty dramatically, so the cartel funding is going to weigh down because we're not getting paid to get people across the border right

now.

“And I think they're very scared of the fentanyl stuff and so, so they're right now,”

we're, I think they're very busy, but we are doing a lot there. I think there's a lot more we could do there to go after the cartels and that's, you know, I bet we'll see that. Yeah, I think I know there's a lot more we could be doing. One thing that, you know, I just been, I just been diving because we didn't hear anything

about Venezuela for, you know, forever and then all of a sudden it popped and yeah, fucking yank and him out. I love it. And, you know, but I was, I just been curious, like, why are we going there instead of Mexico? I mean, you're talking about a three hour flight from Venezuela to the U.S., Mexico's right at our border. If you heard about the, in the answer that I keep getting is voting fraud. The voting

fraud. I have a lot of rumors. I've heard a lot of rumors about that and I believe that there was something that everyone involved with. I think the voting fraud could have been a part of it, but listen, these guys, do you understand what, I mean, I haven't met anybody that can articulate

how the voting fraud is happening through the smartmatic machines that are fully, I understand an theory how they could have, they could have done something illegal with them and been involved. And I think it, having a state actor helping me sell out easier to, to create a lot of false records and to, and to do a lot of sketchy work. Whether that was true or not, I just, I have to be honest. I don't know enough to know. I could definitely see it being

true. I guess the thing I'd say, Sean, is that there's enough other reasons why the Venezuela, something where we could act right away, where we could stop them from doing more deals with the Chinese. The Chinese delegation was there. When we did it, there was a big deal going down with our adversaries right off our coast. And we had caught them sponsoring lots of horrible things around the Americas and working with a lot of other kind of bad forces.

So I think I think the Venezuela Cuba access then helps us put pressure on Mexico to take more aggressive action there and makes it easier for us to be successful because it turns off a lot of the funding for a lot of the worst elements. So what's going on in Cuba? You familiar with that? Yeah, we had all this funny crazy far-left idiots there in the last couple of weeks. I don't know if you saw that at all. There's like these people

of us just hate America and hate the West so much. It's just crazy who go there and

extreme problems and real extreme suffering there. It's not clear to me like what the exact triggers going to be but these these people are the regime is in a huge amount trouble. I mean, there are infrastructures falling apart right now. That's been for decades but it's gotten really, really bad. I mean, I mean, they're just so desperately poor. And everyone's like, oh, like the far-left's like, oh, it's because you blocked them off. They

trade with the rest of the world. By the way, they're just they just don't have property rights and they don't have that incentive for anyone to invest. And you know, I think a lot of smart people, of course, have fled because why would you want to live in a place where people are making $20 a day and everyone's forced to prostitute themselves and if you do work really hard, you just get the attention of the government guys who steal it from you.

Right? This by the way, this is like human history for 10,000 years is anyone who works really hard and build something. If you can't defend it, it just gets taken away by the

“thugs and charge. That sounds like California. But that's I mean, that's why we were so”

miserably poor as a species for for thousands, thousands of years. There were no property rights. Like the Enlightenment in the West is this really important thing we forget to teach kids about. Like the Enlightenment that like led to understanding of these things, let the understanding of why natural rights was so important. And then the battles to get those natural rights and to put, you know, John Locke, like life liberty and property in

place. Like that is that is core to everything. That's why we have all the nice things we have and that keep it doesn't have that, right? So it's a miserable place. And if we can get it back in the right direction, that'd be so good for them and for the world. You know, I think Secretary Rubio really passionate about this and he's pretty clear he has a plan and I think after fun as well, this is clearly it's got to be something that

we would be working on. I don't know how we do it, but I think it's a great thing to do in the next year. Interesting. Interesting. I ran. Yeah, I'm against this. You're again, you're against the other thing and I ran. I am. I want to I want to I want to

“talk about this. So let's let's do the counterfactual. So you agree the US Navy was”

created to fight the, to shoot back against Johannes the 1780s. Like they've been a problem for 200 years, right? First of all. Okay. First of all, like so I mean, the reason we created the US Navy was because basically like you had, you had Islamic forces around the Mediterranean that have been kidnapping, originally, you know, tens of millions of Europeans basically. There were millions of European women who were sex slaves to these people over

over several hundred years. This had been a thing that always done since the foundation

of Islam, it's in the Quran, you're allowed to do it to non Muslim women. And when our ambassador goes and says, listen, we're a new independent country, we're not fighting with you. We have nothing to do with this. We're just having trading ships there. Why are you taking our sailors? Like we have nothing to do with you. By the way, there's no way it's really none of that fucking shit. And you know what they say? They say, it's

all right, as a superior group, where are the Muslims? And we're going to take them. That's all right, because you're not, you're not, you're not Muslim. And so we have a right to take you and to take what we want. And that and that is what our holy book tells us. Like this is this conversation. So you look at any American founder, the first 30, 40 years of this country, they're like these guys are fucking crazy. It's a terrible, it's a terrible

thing. And we actually literally created the Navy and we went and we fought back and we fucking bombed their cities. We attacked their cities. We went after the, we went after the Barbrae pirates. We went after the core empires there. They were doing us to us and be the shadow of them. And it was the right thing to do, because they were stealing thousands

“of our soldiers, or thousands of our sailors. You would get them going away with that, right?”

So first of all, it was, it was right to do that. I just soon we could say based on what I said,

it's like 200 years ago, obviously, right. And so, so listen today, what did it? So you get this, you get, you get a relatively modern country, like conqueror rate by this crazy, theocracy, same exact type of guys as 200 years ago. These are, these are, these are guys that are, that are taking what they want, raping, killing, I'm sure, I'm sure you've seen Joe, you don't have to tell me about it. You agree, you agree, you agree, you agree, you agree, you're,

so it's a little more of my fucking friends than probably anybody else. Okay, so, so, so, so, so, so, give that, give that, hung dudes up, bridges. They're doing, and they're spreading their, they're spreading their money to, to Venezuela. We caught them building things there. We caught them building things all around Africa. Obviously, they destroy the Christian country 11 on, they're doing all sorts of all our bad stuff. Now we know, thanks to this war, by the way, we now know they were lying, they did

have missiles, they were building, they could go 4,000 kilometers. So, they're going to have basically

crazy jihadis. We know they're building nukes at this point, that 11 bombs, they're going to have. That was their starting point in their negotiations. We have materials for 11 bombs. So, Jared, didn't get my cough. So, Jared and what conference saying there? This is my trade saying there. Being told, we have 11 bombs, you can't get rid of, that's where we are. And now we now know that they could hold all of Europe hostage, and they're obviously working to make that go to the

US. They obviously could, could go to the US here. So, we now know they could hold, did you really want, so you do nothing for 10, 20 years? You know, like tons of nukes, you have missiles that can go to every western city, and you have crazy jihadis who don't care if they die in battle, as long as they can destroy their death to America pledge because they're so obsessed with it. This is not, this death America is just a long before any of this, any of this stuff for the

right in a world where it's the nuclear arm guys with crazy missiles with whatever else AI and

China stuff they have that they've now used, by the way, we're way ahead of them right now and AI, way fucking ahead of them and AI. We are not necessarily going to be way ahead of them in 20 years. I don't know where we're going to be, but right now there's a giant gap, like we're way ahead of them. So, it's like, it's like we can move now when we're way ahead, and they can hurt us this much, or we can wait to hear God knows what happens when they're nuclear energy hoties,

so you're going to just throw it in anywhere in the West. I mean, the thing is, I, I 100% agree,

“it's like risky and dangerous and tough to act. It's very scary. I think it's much scarier”

just to let it go for 10, 20 years with these fuckers. That's my point of view. Yeah, I mean, it's just, I haven't, I've not been presentable with any proof that they have

those type of weapons and I haven't, I haven't even seen proof that the, whatever the

missile is that they they launched is from them. You think you think there's a false flag launch from Iran? I have no fucking idea. I did not say that. No, I just said there, there hasn't been any proof, and it's getting hard to believe the administration. I mean, there's been a lot of bait and switches that have happened within a lot of different areas. I mean, the, the, for example, the interview I, I, throughout yesterday was about glyphosate and all the cancer it's causing,

and you know, you mean, you're familiar with the Maha movement. It was, you know, make America healthy again and we're going to get rid of all this shit. And then they just fucking declared a national security concern for if we don't give the, the pesticide companies immunity glyphosate and they called it, yet they called it a date and what a national security concern. Well, for example, Iowa has the, the, the most cancer cases out of every state in the

fucking USA, you know, who uses the most glyphosate? Yeah, obviously, like a part of the corn there and I was 618,000 people died of cancer last year in the US. Why are we giving them immunity? You were anyways. That's just one example. No, let's listen, I think, I think that's a particular one where I think there should be more open debate from the administration on it and discussion of it. I think I, I listen. I know Brooke Rollins for a long time in the policy world. I think she's a

really smart lady. She did some really impressive things fighting the left in Texas when she ran TPPF. She's now the agricultural secretary. That's her call. You know, I think it'd be great to

“you should get her on the show. I can better. I know you can text her if you want. I just think it's”

she said. I'm just, no, I'm serious. I'm serious. Why not? I don't know. I feel like I feel like she'd have a lot of respect for a lot of things you do and a lot of things you've done in your service. So, I think that's a fair debate. I'm not an expert on that one, but I think we should be debating it openly and I'd love to hear the smartest people on those sides and, and I think if they're just ignoring it when so many people believe as you do, that's not appropriate. So let's let's

engage on it. Yeah, that'd be what I said. That was, that was, I didn't mean to dive into that. No, that's fair. That's fair. But you're saying, you know, trust, you're saying, you know, trust, some other trust from when I saw the release of the upstream files and how that got butchered and how it continues to get butchered. That's she had really pissed me off, man. And then,

you know, and by, I never met the guy I agree. He was a slime ball who seemed to know everyone

because he was really good at networking and meeting people and tricking them to meet him. I don't think everyone involved was like messing with kids. Again, I don't know either. Yeah, right.

“It's a lot of people just like, I think it's pretty obvious that some people involved were”

messing with. I think some people were very, the very least, a lot of people were messing with 21 and 22 year old girls and I've seen some of them in underage and I don't know because I was, I never met the guy. And he was a bad guy. But these are people I, I just, I just don't know, but I mean, actually, I'm curious, like, what, what should they do when I want to rebuild trust? They're actually, that's a tough, that's a, that's when I don't really follow it all. What should they do to rebuild trust?

Yeah. Yeah. How do we transparent? I don't think that's all anybody wants is just transparency. They want to see, you know, I mean, we, we, we, we, we, we, we just, we heard it over and over again. We're going to go after these people. We haven't seen, we've heard that. I, I'm not agree with you for odd. We haven't heard fuck all about that. I agree. Why is the DOJ right now in the FBI are both really hurting the reputation of this administration because they're not going after and getting enough

arrests right now and getting enough cases. I think that, I think that is 100% true. I listen, I was talking to our friends there who are focused on fraud. We're just a ton of fraud. We're helping them find this is my obsessed with this issue. I think there's way more fraud this country. Anyone realizes we have to start making more charges in a rest. It's like, it's like way too slow. Like someone, I don't know. They can't find the right people to run it. It's embarrassing.

That part pisses me off. Yeah. So anyway, it's just all these things that have happened that I'm just, I've lost a lot of trust. You shouldn't trust. You shouldn't trust the bad guys running around. Either you also agree. I don't trust the bad guys running around. I don't necessarily think I would be against the war in our end. If they presented it to you differently, presented it to me in a different way. But all the stuff you're saying, yes, it's true. Yes, it's my fucking friends that

to die for any of this shit. We spent over 20 fucking years. Well, I think the way I can stand was wrong. It was just a just a travesty. We wasted 3,000 dollars and everyone should be

“pissed off about it. And so I think that has created distrust that is fair to exist. There should”

be distrust after the we wasted all this lives and all this money with, like, with not real clear aims. So I 100% agree with with that perspective. I have some mentors who ran British intelligence

20, 30 years ago. I don't know. These guys are still pretty wild because they're always with

the palenture. We got so much of them. They thought we were kind of, like, Aboriginal species. They're visiting in Silicon Valley and my six, right? These guys are cool. And a couple of them have told me that they thought that a lot of the stuff that got us to go into our rack, because we kind of already wanted to go into our rack, obviously. But they thought some of the stuff, some of the evidence, like, including from Chalabi, who was an Iranian spy, like, purposely came from Iran,

even at that time. And what's interesting is even at that time in my understanding. I went back and looked at it. Like, a lot of the top voices out of, like, our ally is real. We're saying Iran's the big problem not Iraq. So a lot of people are saying, oh, we thought Iraq for Israel. I don't think that's the case. I think in that particular instance, like, Iran was very clever

“and getting us to focus more on Iraq. And even back then, I think they were the bad guys. So”

interest for what it's worth. That's, you know, I think they are clearly the worst, and I'm very happy a lot of them were dead. But I, like, 100% I understand where you're coming from, not wanting to trust, and not wanting to put more people over there. Do you think we're fighting Iran for our own benefit? Or do you think we're fighting Iran for Israel's benefit? I think it's definitely our own benefit. I think I think this is, by the way, China is, like,

freaking pissed. You know, China sent several billion dollars of stuff with cargo planes to Iran that they were the process of setting up to help defend them. This is their proxy ally, like, their allies are Russia and Iran. They want Iran to exist and be able to cause trouble to like distract us and force us to split our forces if we ever have to deal with anything that might want to do. This is, like, a chess game where they're trying to build this ally.

And we just smash their ally. And by the way, you know, the strongest military in the world is right now. It's us because we're basically deploying all this new technology and all this new AI in ways that no one else is. We're learning how to make interceptors, way cheaper. We're learning how to coordinate

all these things. We never would have learned before. China has no idea to do this stuff. Like,

I'm not saying you want to fight wars to get better, but this makes us so much stronger to smash their proxy ally, to smash their stuff, and to learn how to use all this technology. Like, this makes them a lot harder to challenge us for the next. People want to talk about the ally's. Yeah, we're using it over there. Yeah, I mean, I mean, obviously, we're from one of one I can't say. And this, and I don't have my full clearances. This point anymore, either, but I have a lot of friends

on both sides. And you'll be developed a lot of the targeting stuff. At Palantir back in the day, you know, combined with AI, basically. I mean, just just think about it. First sake of argument, we know Israel and America are both help some of the best hackers. And so they're this say you hacked in to the street cameras. Let's say you hacked into, you know, logistics in the country, and who is sending what where, like, what payments are happening, what, what, what, what, you know,

just all sorts of things you basically can view, look at email, whatever everyone is. It's so much information. How would a person look at these millions of pieces of data and figure out what's going on? AI is really, really good at that. So, so Palantir, and it's just some like that will create what's called the antology. Like, okay, the concepts, the frameworks, here's the things we care about. Here's how they go possibly relate to each other. And then you take that on top. Do you take that

structure of how to think about things? And you overlay, like, just saying about some information, we're able to get different ways through human intelligence, through signal intelligence, through hacking. And then all of a sudden, it's able to optimize and say, like, here's this base you didn't know about storing all these conditions. Here's this key part of the command center. Here's this thing over here.

300 miles outside of Tehran, you never would have thought about this, like, a backed up for

“for the supply for this key part of their missile launchers. You think it's like that?”

And all of a sudden, like, so when, when, when, when, when Israel in the first start of the war, like, sends 200 planes as a surprise attack and hits, they hit 500 targets in the first 20 minutes. Those targets were optimized between the two countries. And here's the things that we know we need to get rid of if we want to stop them from causing us more problem. So, I mean, just really, really powerful. How smart what we could do is, you know, that we couldn't do.

Yeah. Interesting. What else should we talk about this going on over there? Over there? Yeah. You know, it's, uh, there's about you. What are you worried about with the straight or her moves? You worried about that at all? And this, you know, it's, it's, this is a tough one. I am worried. Listen, I think this is one of those things that could take a few weeks, and it could take a few months. And it's really, really hard to stop asymmetric attacks, right?

Because, I mean, I mean, so, so the, I mean, then listen, this is, this is, this is, this is one step removed. I don't have the exact information, but you have these mountains that they're firing out of, right? And it's amazing because as far as we could tell, so, so what'll happen is they have railroads

It's not about how many missiles they have. It's about how many launchers, and they have, they have launchers, and the launcher will come out, and it'll go out the railroads to opening like a cave, and it'll fire, and it'll hurry back in, and we'll see where it fired from,

and you go to destroy that, so they can never use that again for a long time without spending, you know,

once digging out because you respond to how, but then they just go out of another cave, and another cave, and these guys have apparently built like hundreds of these caves, it's actually impressive. Wow, right? It's like they've been preparing for 20, 30 years for this, and so they have these mountains that are preparing out of, and then you have all long-straded from those, you can hide drones, right? You can hide all sorts of things in like hundreds of

locations that each time, it's a new attack, a new location, so it could take a while to find all of it, right? It's not, it's not easy, and it's not, listen, it's especially bad for Europe who turned off there, who turned off their energy economy. You want to talk about conspiracies, man, like Europe,

let Gazprom, and Russia fund the green movement, and turn off all their goddamn energy,

“and that's why they're in so much pain right now from this, you know? That's a true conspiracy,”

by the way, 100% we've found that it was a ton of Russia money that created the strength of the green parties all around Europe, and their main thing was turning off all their energy. No, shit. 100%, 100%, like Russia's not done, this is great for them, right? It's great for the Middle East, too. The green parties are useful idiots, man. Does it bother you that we're low on munitions? There are some munitions we're not low on, and there's some interceptive

things that we could use a lot more of. Listen, I think America is going to be in a lot that are positioned after experiencing this, so one of our companies called Chaos as before the best radar that they're monetizing, but the guy running it, he helped build Empress as well, the EMP company. He's figured out how to do $5,000 interceptors now. What? To just prove it, he has proved it. It had a bunch of things last month. We're going to make thousands of them

this year, and it'll make hopefully hundreds of thousands next year. I mean, America is going to be so strong coming out of this because we're learning, and we're iterating, and we're getting better, and it definitely bothers me that we had to waste millions of dollars per shot on some super-interceptors. That was down, but that's because the primes are idiots. We're just going to fix it for him. Totally honestly, you know, right? Let's just just make it better.

When you're trying to perform at a high level, you start optimizing everything like you're training, your nutrition, your mindset. For a long time, I wasn't really dialing in my sleep. If your

“sleep is off, everything feels harder the next day. That's what got my attention when I tried”

beams dream powder. I didn't want something to just knock me out. I wanted something that actually improved my sleep, and that's exactly what it does. Best of all, beam is an American company that makes clean, science-backed products designed to help people perform at their best. Dream is their sleep formula, and it's loaded with ingredients, your body actually needs to recover. Rishi, magnesium, elthianine, epigenen, and melatonin, but dosed intelligently. My favorite

flavor is cocoa, but they've got plenty of options. I mix it up and drink it about 30 minutes before bed for optimal results. Like I said, it tastes great, it's smooth, and it actually feels like part of my nightly routine now. And for a limited time, I've got my listeners an exclusive

discount of up to 50 percent. Go to shopbeam.com/SRS and use my code SRS to get up to 50 percent off.

This is the best discount beam gives out, so tell your friends too. Even if they don't listen to

“the show, if they want to fix their sleep, they've got to try beam. So remember to go to shopbeam.com/SRS”

use code SRS. With my code SRS, you can grab dream for 50 percent off. Try it today. Welcome to Hollywood vs. Reality. They do it, right? What does he do in the movies? Tell me if I'm doing this rock, because I don't watch it. A little flick like that, right? It seems pretty cool. It is pretty cool. Got a silence in.

In another lifetime, I did gun reviews for a living, proprietary magazines, supposedly the best engineering in the world. When that breaks, you're fed it. And now we're bringing them back. It does look pretty cool. I got it, I got it, and that that. What's China doing during all this? They're in shock. They're in shock. And there's there's things released internally. They said, you know what? It turns out America's a lot

stronger than we realized, but they just have to want to use their strength. And their main objective

There's a few things. One is you fund the far left. You may find people who hate America. Those

“that group that's down in Cuba right now saying how great Cuba is, how bad America is.”

The one hotel that has light, the whole goddamn country. Those people are funded by China. It's the wife of the guy who's been one of the main funders of everything. He's the Veil. He's hiding out in Shanghai. So you have all sorts of Chinese money trying to make us hate ourselves. You have all sorts of, you know, I'm sure they love it when we fight with ourselves into extreme ways on the right. I think it's totally legit to push back on the war. I respect

that I admire that, but there's people who are actually like pushing back on on even America, like being a world leader and saying we have to share power. China like Tucker said to that Chinese spy the other day, you know, a few weeks ago on on the podcast, like a lot of guys should be sure in any power. Yeah. Exactly. Now you're not, he's he's lost it. I think he's lost it. He's too

extreme against us. And so China wants, and you know what they have? They have what's called

cognitive warfare. They're very smart about this. They have land, sea, air, cyber, cognitive is a fifth branch. And they use all sorts of tactics. They capture whatever day they can. Same way we're capturing data to attack our rat and figure out targets. They're capturing data on everything and everyone going on the country, building profiles and trying to figure out what do they do? What do they try? What do they push to make people not love America? To make

people not want America to be free and have property rights. Because they know that is how

“that we, because it's the only way they're going to get us at the end of the day. If they have,”

they've beefed up presents off the coast, Taiwan. Oh, 100, 100. But they think they've continued to do that for a longer time. That's right. But it's more now since the Iran stuff kicked off, correct? My awful news. I think I think I think I think even before the Iran sick kicked off,

I saw there putting a bunch of ships and doing exercises all around the island. I shouldn't

say I'm supposed to go visit briefly in a little bit. I get a little scary flying on your planet over the Chinese warships. Like Sean, maybe don't hear the episode until after I land. Right on, we'll push it. How are these shipfabs going in Arizona? You know, I think some parts worked pretty well. I think there's some parts culturally words. It's harder for some of the employees to ramp up in the U.S. for some of the types of

tasks. I mean, the reason I ask them because that's the big fear for us, right? Well, I think, yeah, I mean, in the, you know, Elon announced tariff hat, which is awesome. He's going to try to massively. You see the size of that building. It's like this like three or four miles long. Wait, what are you talking about? Elon announced this like massive project to do a massive fab for ships in the Texas. No shit. I didn't even thought. Yeah, so last, this is, since recording a few

to the last few days, a couple of weeks ago, when it comes out, yeah, no, it's a big project. We're talking to people about it's really cool. They're going to try to do everything here at massive scale. Listen, I think these things take a while to get, I think China, so I think, like, I think Taiwan, which is actually China, right? It's a good China. I think Taiwan has a lot of advantages there from building it for decades. And I think they should be our ally and we should be

working with them. And we should be doing some things here. And then some things in their ecosystem. I mean, there's stuff that's done by hand, by people who would be doing it for 20 years, whether it's in Taiwan or if you get nom or other places that you're not just going to like replace right away with robots and you're not going to be able to pay people like to do a lot of that stuff here. Like, I think the high value stuff, you could take the low value stuff. I still

think we can work with other countries. Like, that's, it's just, it's just really, really hard to do it at scale without it. But you know, but totally, we got to bring more here.

“Because that worry you, that's what worries me the most. You know, if they do take it,”

then what the fuck are we going to do in the end? Now, the one that should be more worried about that some building lies got down my eye company. So, how do you do that? No, it's like, no, listen, listen, obviously it would slow things down. And obviously it'd be bad for the world. A lot of the chips are things like, like, if you have like a minivan for your kids or like, it's the chip opens and closes or automatically. You know, you'll have to do it by hand instead.

It's like, there's like a lot of the chip stuff is like we can like swap things in and out. We could keep the key ones. You don't have to, like a lot of the chips we use are convenient. But they're so cheap that we use a lot more than we need. And there'd be ways to, there'd be ways to figure it out and to keep things going into. And it wouldn't be as big of a economic impact right away, although it would obviously slow down the AI way, which I don't want.

Because I think, because I think that's something we should talk about. I think the AI way, it was like way better than people realized it's like the coolest thing happening in the world right now. Bad, let's do it. I just had a bread and a cot. And here with a figure AI, I love it a lot and yeah. What the, dude, it's a hold of a world already. There's so much happening there. Look, it's happening. These kids, I was sitting with one of my old CEOs from 20 years

going to build something together that we sold. And it was like, it was like building back then. We were selling it's called OpenGov. And it did great. It was a great company. But it's like, I was saying it was like being like an abot and like roaming through the dirt, like with the padlocks. It was so freaking hard to build these things sometimes. It was so slow. And now, there's like, one of my AI CEOs was saying next to us and he didn't hear my comment.

But he like came over and he's like, Joe, we're not just gonna double revenue this quarter.

it's just like growing and changing and fixing things so fast. And, you know, I think, I think in terms

“of why people should care, because I think it's like, argument, whatever, Joe, it's nice.”

You're gonna make a lot of money who cares. You're already rich. Like, why should like the 300

million Americans care? I think there's a few really great ones. I think the number one is health care. AI

is gonna make health care. Like, health the cost if we let it. This is really important. Like, we can make health care so much better, so much cheaper. You know, it's one of those things where it's gonna be a big battle, because right now, every state has laws against it, because it's a scope of practice. But I think we're gonna be able to produce some sandboxes. And if we can, that's gonna be great. Like, the first one, that's just like, makes America way wealthier, right?

We don't have our health care that. So, man, I just, I think it's Mark Cuban's opening some pharmaceuticals. He's doing great work on the pharmaceutical side. Listen, Mark and I don't have the same politics by really admire his work on that, because that is, that's a great, that I've, this is gonna take pharmaceuticals. You're gonna get to be able to get a met cost if I've read it correctly. There's a ton, so what happens in the old days is the pharma companies are

so corrupt that they had laws that agreements where you couldn't even tell a patient about a generic option that was way cheaper, and that this is like a PBM agreement. So in order to offer my drug over here, you're not having an allowed offer payment. And so my friends and I went to the Senate, and we fought really hard, and we won one battle, and lost one battle, the battle we won, as you made it. So it's now legal for doctors to tell you about any generic, which is really

important by the way, because obviously, but the other one is they're still not able to share pricing, so they're still able to guide you on pricing. And so, and it's really crazy, so they just hide pricing on all this stuff, until anyone share it. So there's no market for a lot of these things, and it's just, they just take advantage. And so Mark's getting around that by building his own thing in the middle, which is great. And there's Trump launched this light too, by the way,

which is doing really well. We're just saving people a ton of money. I don't know if you're Trump lost, you've launched the pharmaceutical launch the pharmaceutical site. There's like a pharmaceutical site you can go on, search Trump's pharmaceutical site, and it's a direct to consumer thing, and as you can get all this stuff away cheaper right now. It's a big deal, he launched it. Yeah, I want to go with it. Joe Jbe, who's running designed for the government, they are being

be founder, he designed it all. It works great, so you can go on to do that. So the pharmaceutical Mark Cuban stuff is great. I have a company called Blink Health, it's a cheaper PBM. Like a bunch of us are trying to solve the drug side, because that's a big, big thing to make cheaper.

Just give me some drugs, it's always cost money by the way, because you want to have an evasion,

but you want to make the generics and everything cheaper. But then the bigger side of this man is the health systems and is primary care and like there's not enough doctors for rural areas.

“You have to wait weeks sometimes. It's really expensive to go in. There's so many like standard”

things, there's like hundreds of chronic conditions. You should just be able to like check on the fricking phone and be able to enter the things and they've already checked you once and they can, you know, Utah is doing a thing where they can AI can re-prescribe it. Once you've been prescribed because it's safe, if it's uncorrectly and it has to be done safely, then it's termistic way. But by the way, this is not like, oh, AI might mess up type of situation like you can quantify,

you can test the system a million times. You can show that it's safe for the doctors and you should have to show that. It should be regulated in some form, right? There should be some way it's safe. But once you prove it's safe, if keeping it out, that's just, that's just keeping prices higher for the sake of the medical companies in this bullshit. What are you getting involved in? Well, we're building some, we're building some things there, right? We're building a bunch of things

in medical AI health care and there's a bunch of great entrepreneurs doing that. That's like a big way of coming. A bunch of our friends are working on that. We got to make it legal. I'll tell you, I'll tell you another crazy AI thing it's coming is if you follow Joe B. Aviation, there's them in an architecture or the two EV tall companies. So these guys have been, so Joe will be back to 11 years ago to start and they just got approved for 12 cities where they're going to be doing

12 states. So they're going to be doing take off in landings. You guys are going to do me flying cars and 12 states is coming this next year. What? Which is next year? It's coming in the next year. It's approved now. So we're going to buy these cars or it's like Uber. You're going to like, you're going to be like, but you could use it. I kind of check if it's Tennessee. I think it might be. But it's Texas for sure and Utah and a few other ones. I should check if it's Tennessee or not.

But you're going to like have to come pick you up. You know, I'm taking it, take it downtown or something. It should be great. Yeah, we got to push government. I bet it would be here. I'll check.

“But here's the thing. So these guys are like the best airplane guys and they started with the”

insertion point of Joe be at the flying cars. They're like these wing things with five rotors. They're building new airplanes too. And they're best air to an animal system in the world. When you had a new idea and you wanted to iterate, it used to take three months, six months. Right? Because that's just how long it takes to do these things and do the work and program it and check, test it out. Thanks to AI, you could do all that in an afternoon now. So every afternoon,

the best guys in the world are doing like three to six months of work. And so so here's here.

Here's the thing that people don't realize about AI. It's like we're living like multiple

multiple years and one in terms of progress. So we're taking like the 2020s and the 2030s and the 2040s, we're condensing it into the next few years. And I mean, the breakthroughs we have just on the airplane side, you know, airplanes were basically stuck for 60 years, right? No one believed anything would happen. You were going to start having like way more efficient way better airplanes coming out. And the next few years, thanks to AI. And it's going to be like a shock

No one's ever got them working on planes. So 100 fuel cells, three times more efficient per weight, two times more efficient per conversion energy. So it's six times more efficient for flying as a fuel in the air, which is pretty amazing. And then you have the new shapes of airplanes

in designs of airplanes that we've thought about for years, never really been able to test.

And the new designs are multiple times more efficient too. You do the multiplication, six times, even if it's only three. It's 18 times, all of a sudden your travels super cheap, way better for everyone in the 2030s, right? So it's just like the world's in a really good place thinks this AI, like this stuff really matters. Yeah, I mean, everybody's really concerned, but I mean, it does, I mean, I've been concerned too. I've been worried, but it's just a lot of

“change. Yeah, but I mean, I think we're going to be better off when we get on the other end of this.”

I think we already are better off. I think it's already getting better, but it's going to be a huge leap to next five or 10 years. And listen, I think it's fair to be scared. I'll tell you, if I have had to make the other argument, what I'm most scared of, I think it's really good that Elon's doing XAI, because I think it shifts to everything when no, because you don't want just a bunch of woke companies in charge. At least, and I think there's people I respect in the

thropic, despite the fight they've had with an apartment and stuff, and there's some, but there's some leftists there too. I think open AI kind of let themselves be conquered by the left. I think Elon

with what he's done is kind of pushing everything else to be more rational, basically. And then,

because it would be scary. Let's see, you only had woke authoritarian AI things that are all of a sudden ruling against everything you and I believe that would be bad. So this, and I think there are things we've got to watch for and be careful with, but this stuff is going to make so much wealth for everyone. I mean, how do we, I think the big question of my mind is how, how do we regulate it, but remain competitive on the world stage? I think I think there's someone

China. In your next governor here, she's kind of more on the regulation side, Blackburn center, Blackburn. She's one of the ones who kind of kind of pushes that. And listen, I respect where she's coming from a certain area. So I think you want to protect children for sure. I think that's right. And there could be certain, there could be certain rules on privacy, we all agree on, that we've been able to put in place. I think that's fair without breaking everything, right?

You know, I think there's probably should be some rules about what kind of image you can create about people who shouldn't just be able to like take a picture of a, of a one of our wives and do whatever they want with it in a video. It's not fair. I don't know. That's kind of messed up. Yeah. It's like there's probably things like that that we should people protecting for civilized society.

“I, you know, so, so I, I think the best way to do this is to do it nationally is, I mean,”

Congress is so dysfunctional on those sides, right? Now, there's so dysfunctional. Like really what you do is you have moderates work together nationally, but some basic, basic things in that we all agree on and then just like let it be free and then come back and revisit it as something else is broken and like that would be my take. You know, so you're pretty much on the, you don't want much regulation at all. I want to protect kids and I want to, I'm, I'm protect creator is thing

more, you know, center of black friends, big, I'm protecting creators. There's probably some rules there that's, that's, that's fair too. So I think there's basic things you could do for sure and there's some compromise, but, but I think right now the vast majority of regulations in this

country, like there's 9 million words per state, genre regulations, 9 million words per state,

the vast majority is big companies stopping small companies and stopping new innovative companies from from disrupting their business more efficiently. Like that is what regulation mostly does. It's beyond us, right? And here's a crazy thing like, like, so when time of regulation is licenses, you need licenses to do things, right? So there's, there's a thousand different types of things you might need a license to do. It was only 50 of them that you need a license to every state to do.

So right away from the start, 95% of the things that they force licenses for is clearly just protecting their guild because it's perfectly safe to do without a license in another state. Right? So so most of this stuff is guilds and big companies creating regulations to stop others. And then, and health care, by the way, that's exactly what it's, how fear costs so much money because we put so many rules that you can't compete. Yes. It's literally crazy amount of rules.

“You have to spend tens of millions of dollars just to get going and you can't even do a new”

thing because they've blocked all the new stuff you could do. So they, this is like our country areas where we have high costs, where everyone suffers, where the middle class, where the working class suffers is the areas where these guys have put in thousands and tens of thousands of rules. And by the way, that's like good for guys like me. If I just wanted to make tens of billions of dollars, I could put in all sorts of rules that I could afford the fucking lawyers to go to go

follow those rules, right? Like, like, guys in my situation who've built multiple big companies, like, we could deal with regulation. We can afford it. We could figure it out, but, but, but, but, but it crushes any new thing trying to compete because I was bullshit. We shouldn't be crushing all these new things. What about IGI? So this is the, this is the, this is the like, this is like, that did we create a new God question, right? Because that's like, obviously,

a fair question. And it's like, I didn't do some languages come out and say, we're like, we're there. There's AGI. There's ASI, which is like general intelligence versus like systemic intelligence. There's, I think, I think, lock people are defining when do we create something that has more intelligence in all of humanity? Combine and could do things that none of us

it's the right way to think about it because it's really more of a tool right now for lots of things.

But sure, let's just, let's just, you know, I think it's a fair question, like, do it some point you create something that has, like, so much more intelligence that's just so far ahead of you all that somehow, that somehow it takes over. And that, listen, I think right now, I'm much more afraid of what people are going to do with AI. I'm not saying you could

“somehow create something that would, that would, that would do that. I think you have to be smart.”

I think that's more of like a 10, 20 year from now question. But it's definitely a question to watch forward. And I think, I think, as you're building AI, one of the things it does is a tool is helps us analyze and understand what's coming next. And we have to have, it's actually really good. There's lots of these companies because we all need to be using these different ways to understand the analyze. They make sure we, we're aware of what we're building. It's like, you know,

that's, it's true. Yeah. I mean, and you guys are getting in with Palantir that's getting into corruption, waste, fraud, all that kind of shit, right? I mean, this is, this is that core of the DNA, since we started Palantir. You saw a PayPal back in the day before Palantir existed, the Chinese Russian mafia was telling a lot of money, right? That was the big thing. And if you hear Elon talking about fraud, he knows it because he was part of that battle. He was part of that

battle, he stopped that. And he said, whoever squeals the loudest, that's because you're turning off their fraud. Like, a mayor of Peter was at chess club with some Russian guy who was pissed and it was screaming yelling and it was complaining. And it's because Peter was like turning off all of his fraud or, you're like, it's because he was tied to this mafia guys. So it's like, it's like, yes, this is like core like Palantir when it was first built. It came out of that experience.

I'm understanding how I do data investigations based on fraud. And yeah, Palantir is working right

now with the SBA with Kelly Lefler, who's doing administrative letters, doing amazing job there,

“tons of stuff in HUD. I mean, HUD is just like, good level one ground level for fraud, right?”

Just like paying off NGOs for get out the vote purposes, paying off people in the community, basically, in the inner cities. It's just a lot of nonsense that you're finding. And the questions should tons of fraud. I mean, I had Nick Shirley come on talk about all the fraud going on. He's in a great job exposing a lot of stuff, you know, with the Somali, I mean, he's tribes or Somali centers. These the leering centers, I love it. These tribes are so good at because they

coordinate because like you couldn't get, unfortunately in Europe, you get like a tribe of these, you know, as long as from wherever, like 15 of them to go rape the teacher together and not telling, well, like, if you ask 15 of my cousins to go rape a teacher, they'd all like punch you in the face. And like, there's no way they'd all go do something like that. But these, and these tribes, and these places are sick. We've run into this country. There's a lot of

broken tribes here, unfortunately. And the others, tons of fraud tied to subcultures around LA that we're finding. It's really unfortunate. We got to turn all this stuff off. So, I mean, my question, I mean, I got, you guys are going over, keep saying you guys. Palant, COVID are a PPP fraud. Palantir is now helping small business administration investigate fraud. You mentioned the HUD, minority contracting abuse, Biden nearly tripled the

size of the program. Most contracts were no bit awarded. So anyways, I mean, this kind of sounds,

didn't we kind of do this with Doge and it didn't? Well, Doge turned off 160 billion dollars.

This stuff is not nothing. It's pretty good. Don't know. I'm not saying it's not nothing. I'm saying a lot more. He wanted it a lot to go. There's a lot more to find. There's a whole distance.

“Yeah. But there was so much fucking pushback. Yeah. And it was like complicated. I think, listen,”

I think when Doge first started, I mean, I was there at Mara Logo briefly, and with Elon and Vivek and others, and they were interviewing people to become the secretaries, right? Because Trump had him helping with transition. And so Doge right from the start was kind of like tied to the boss and tied to the president. And I think there, I think there had to be a cultural change with how it worked with the agencies and worked with the leadership in ways they'd be okay with it.

But a lot of the best people did go into these agencies and keep working. It's not like it went away fully, right? They're all the cultures there are still in a lot of these places and going. And I love that listen, the president's put the vice president in charge of this, right? And he's in a, I just, you know, Psalm recently says, "This is a big objective of his. He's working hard on it." And a lot of the griff that comes from fraud Sean is how the Democratic Party funds its allies.

It's just, this is just the truth. Oh, what? This is how the Democratic Party funds its friends and allies. It's very good at it, right? We caught huge amounts of money going to these things that go to get out the vote for the left. There's, and there's hundreds of non-profits in New York State recently came out that are funding to get out the vote. They're funding candidates, right? And so these these people will have political power. They'll get money for the NGOs. They'll get money for their

businesses with Medicaid or whatever else. And they'll, and they'll give it right back. It's like political largest. They give it right back to people better think them. And they get more. And, and there's, and it's huge amounts of money. So this is why, unfortunately, a lot of the left is not on our team for getting rid of fraud because it's funding so many of the people who vote for them and who support them. And this is a huge issue for us to go after much harder. We got turned

off. Oh, yeah. Oh, yeah. Oh, yeah. Listen, they're finding a bunch of stuff with a ministerial

finding. They're just all stuff. And we're turning it off. And you said the right thing that's also really getting me really annoyed is we should be doing more prosecutions. We should be putting more people in jail because you're finding stuff. It's very clearly fraud. And you're turning it off.

“And we are not prosecuting. And I think that people running the DOJ are not nearly as competent as they”

need to be. I'll just put it out there. How the fuck is this going to change? We got to get more competent people who whose job is to actually initiate and put people in jail for breaking them off. How do we do that? You put out the word to hire really competent lawyers? I don't know. Like, I've built orgs. You've built orgs. It's like, it's like, I mean, I mean, I know what I would do, but nobody's doing it. What would you do? I would fucking fire everybody and break into place. You

do place them in your leadership. That seems reasonable to me at this point of this. And by the way, some of the leadership is really good in some of these places. And they are working while with us. Lafler is doing great work. Like, there's people in the Department of War doing, I think great work. But they're not you agree with the war. These are competent people, right? And so there's places where we have very competent leaders that Trump president and there's places where for whatever

reason I can't tell they're not getting to done. So let's fix it. Yeah. Yeah. Well, I hope it sticks. I really hope that sticks up. We got, I mean, we got, we got to turn this stuff off. We got a prosecute. We got to make it sure it can't happen again. This drives me crazy, Sean, because we have

first of all, like the government shouldn't be able to give 100 billion Sangeos. Like, what the heck,

right? That's wrong. But the problem is if you go to the Senate and try to get the votes for that, you need 60 votes. You can't get it because the Democrats won't vote against funding this stuff.

“You don't, you don't, you don't, you don't, I think we should do here to fix that. Well, you”

should use the NGOs for our objectives at scale. We should say, okay, we're going to be funding NGOs to help free speech in Europe. We're going to be funding NGOs to root out the Communists from all the universities around the country. We're going to be funding NGOs to go do voter anti-voter fraud in the cities. We're going to be funding NGOs to look at any other NGOs to make sure they're not doing anything political. Like, these are all things we could do and the left would hate it.

And you know what? We might get the votes to turn off NGO funding if we actually use them for something on our team. I don't know, just just a throw it out there. You know, like, why not be a little more aggressive? You're, we're in the generation that wants to fight. These older Republicans, man, they don't know how to fight. Yeah, I think we've all figured that out. We all figured it out. Like, come on, guys. Like, we need to actually fight and win. Like, because there's stuff

there's stuff we're totally alone on here, but we've got to be fighting. Why don't we have fighters? It's like, there's this gentile class of like, Patricia's presiding over some kind of decline. I don't get it. Like, come on, guys. Yeah. That's fix it. So what will we do? We start new NGOs or rep- I mean, I mean, my, I'm in a favor just turning it all off, but because we can't turn it all off, I would probably start new ones a bit for the money and use it for things on our side of what

we're on power. But I'd want to design them in a way where they're going to wind down no matter what,

because you don't want to create a whole new class of leeches. Right. That's the always a problem.

Yeah. Because I, I'm not for having tons of leeches on our side. Like, they have on their side. They have so many leeches. Just make money off this nonsense. There's like whole agencies that we turned off that we're basically doing nothing and it's other than fraud and corruption. And so we don't want that. I don't want that. That's not our side. But we should be fighting back and we should be in least we're doing whatever we can to get them to have before to turn

these off. That's my view. Makes. It does make sense. It does make sense. What's going on in Ukraine Russia these days? I really hope that this war has a good impact there. Like, if we're honest, like the three, the three militaries that are probably the best in the world right now, just from all their practice recently is probably US is real Ukraine. Obviously US is the very best, but is real in Ukraine, or both God and so much better, because they've been forced to fight. I've been very impressed

with Ukrainians. There's some really, really clever innovation that they've created by necessity

to save themselves. It means amazing stuff they're doing. Long news of examples.

Like, stuff that's impressed in you over there. Like, figuring out like there's this company sign engineering that we're involved with, just like doing all of the maps of the battle fields for the drones and how to control them and how to, how to count to them and knowing what's going on and knowing how to hide, knowing how to attack. There's all sorts of new things. There's electronic warfare that they and others are doing to create like bubbles. The enemy can't see and then sneak through

where to turn their stuff off during an attack into different ways, jamming them in different ways, creating shadows of things that don't actually exist. There's all sorts of ways they're producing lots of small things at scale that they can use to kind of halt the enemy's advance and harass them in ways that that no one's ever done before. There's literally millions on both sides of these drones back and forth and you see there's controls where one person, like I've played video

games where you control a bunch of troops. It's very different in the real world. We're all controlling hundreds of these things at once and getting really freaking good at it with AI plus the person.

“It's kind of cool. It's terrifying, but it's kind of cool. But listen, I think we're turning off”

all this year's heat production right now. Another benefit of the reunion thing is hopefully that turns off a lot of more stuff to Russia. Russia's already by all accounts from everything I have heard. They're in huge budget troubles. They're actually unwilling to project the next year

So they have to just do it month and month planning and so they're under a lot of pressure right now.

So I think turning off the Iranian stuff. I think the budget pressure they're under. Hopefully we come to a good resolution in both. Listen, this is a risky thing, but hopefully Trump looks really freaking good six months for now and both of those things are in the right place. I think there's a chance of a good chance of that. I hope so. Right on, right on. Joe, let's take a quick break. When we come back, I want to get into some of the

some of the new companies that HEC is invested in. Love it. We track our sleep, fine tune our macros, and try every bio hack under the sign.

“But the truth is your peak performance starts at the cellular level.”

Armoura Colostrum is nature's original superfood. Colostrum is packed with over 400 bio-active nutrients that fortify gut health, strengthen immune health, fuel performance, and more. Whether you're training for a race, working to balance your health or simply striving to feel your best, Armoura helps you operate at your highest level because your body deserves the same level of optimization is the rest of your life. For me, Armoura has become a staple in my daily

routine, and I'm impressed by the results. So we've worked out a special offer from my audience.

Receive 30% off your first subscription order. Go to armoura.com/SRS or enter SRS to get 30% off your

first subscription order. That's ARMRA.com/SRS. Hi, I'm Sarah Adams. The host of vigilance elites, the watch floor. When we highlight what matters, it became a permissive state. Explain to you why it matters, and then aim to leave you feeling better and form than you were before you hit play. Tarras, hostile intelligence agencies, organized crime, not everything is urgent, but this show

will focus on what is need to know, not just what is nice to know. All right, Joe, we're back from the break. We were talking about AGI and ASI. I've not even heard of ASI, but could you? I just want to dive in a little bit more on what that means. Can you explain, can you explain that to me? I think there's a lot of different levels. You can define of what constitutes the computers being way way ahead of us. I think there's artificial

systemic intelligence, there's general intelligence as low as stepping as like one of the questions is at what point do people not even help the AGI improve itself, which is kind of a scary question.

“If you want to compare, if Chess is the right analogy, if you go back to Chess, it used to be”

that people are better than the machines, but the machine could help you with tactics. All right, so there's two types of Chess. There's the tactics, which is like the next three, five, ten moves. The computers are really good at that, even from 1960s, because you can see the next set of moves, but people will be much better knowing what's happening way further ahead, right, position places. So there's things that you and mine's better at, and there's things

that the computer is better at. And as the computer got better at Chess, it got to the point where the computer, the best computer was better than the best person, but for a long time, if you combine the computer and a person, it's still made it a lot better, because we're still some things that people are better at, right. So the particular, so much better, position play, that there would be a chip, a chip, a chimera, combined, it was better. And then it got to a point

where the computer is so freaking good, doesn't even get any better if you add a person, doesn't need to help anymore. It's just, it's so far ahead. And that's, and that's where it is obviously today for a long time at this point. And so the question is, like, with coding right now, for a long time, only people did it. And now we're just starting to start to use the computer to do a little bit of things. And the computer's gotten so much better in the last couple of years,

to now you're using a computer for all, a lot. Like you're not even writing most coding, or you have like six agents or ten agents if you're really good. Each of them like coding for you, when you're telling it, what to do and you're coming back and testing it and telling it to build its own tests. But there's still like a person involved coordinating all this stuff, right.

“The question, I think, a what point does like the coding thing, be the thing that”

code coordinates itself, right, is some high level. And at what point, even higher level than that

is the whole company basically being coordinated, you know, for all the tech side by a computer.

And at what point, you know, does all the work on whatever important projects get rid of that by a computer instead, which is kind of a scary proposition, right? That's like, I don't love this. Like, it's not like a what point or what point are they just replacing yours in my job? And you know, it's like it's silly that obviously computers don't want to listen to each other, but it's, you know, it's, it's kind of creepy, right? Like they go higher

and higher, higher up the conceptual abstract stack. And so I think, I think, I think there's

friends who run the AI labs still, when I talked to them in the last few months, it's like, oh yeah, I won't be till the mid 2030s that like we're not having people actually help on some of these things. But what does that even mean at that point? You know, so it's, it's a, and then it go,

“at what point is like his like scientific discovery pushed ahead by the computers, I think we're just”

trying to get what looked like scientific breakthroughs from computers, like, but they're worked really close to with people, like a what point is there a point where the breakthroughs are happening with the people not even involved? Holy shit. And, and then none of us know the answer. I, I'd say, like when you talk to smartest guys, like Dario who runs inthropic, like as of a few months ago, he thought that like the next few years of this really fast advancement is kind of locked in. Like we

used to have something called Moore's Law with chips, right, where the chips get better double every year and a half. And, and this is like a lot of predict how the chips kept getting faster and faster. And the guys running the chips companies Intel, all the other ones, they'd have all sorts of new tactics and new technologies that are building that would like let you make it twice as, you know,

twice as small twice as fast over the next couple of years. And they kind of always be able to see

ahead maybe two years, maybe three years. And it's always like, wow, how are you going to make it smaller? Like, well, we have to solve this in this problem and they keep going and they did it for very long time. And so, what's similarly with Dario with this advanced pace, we're keeps getting better with new data, new techniques, new tactics. He could see like very confidently the next couple of years and probably a third year of how keeps getting better, which is a pretty amazing

because the pace right now is like doubling every few months, right, in terms of both the ages. It's crazy. So he could see that going on for at least another couple of years. He's right, that's going to be very, very impressive in three years, but it's still not, it would still probably take until some time in the next, you know, decade or two to do some of these other things replacing people. The question is, is it going to keep getting better or not? And so it's a fastening situation. Look,

likely. You know, it's, I tend to think the universe works in asymptotes and non-exponentials, like the idea of a singularity. Sean is that the thing like starts getting better and better, then it proves itself faster and faster and then just infinitely shoots upward and like the whole

everything changes. You've basically have a God that you've created. Like that's like a secular

person's, you know, religious view for the tech world, that we're just going to change everything

“with a singularity. And I think you have these explosions that like hit natural limits and then”

go over it. So my view for everything, every other phenomenon I've ever studied, it's, it's, it's that these things don't just go exponential forever. There's, there's limits to the universe and how these things work. So, so maybe, maybe it doesn't go exponential. I don't know, that I think it probably doesn't, but some people think it probably does. That's a really big question for us for 10, 20 years from now. Right on, right on. Let's talk about some of these companies that

aid VCs investing. Yeah, what do you want here about? I, I, I, I could, I picked a handful here. First one I want to talk about is Overland AI. I love it. I've been, uh, kind of, following that company for a couple of weeks. I just saw it and then, and then when I was, uh, getting ready for the interview today, I was like, oh shit. Byron is an impressive man. He's a professor. Uh, at West, and he, and he's won the National DARPA contest a bunch of times of, of how you navigate

over kind of random terrain, right? So this is very different than a self-driving car. The problem Elon and Google and those guys are solving is driving on roads with people and bikes and it's a hard problem, right? There's a really hard problem, obviously. The problem he's solving is like over kind of like random 3D terrain, like in a forest, like if you're going to launch an attack, or if you're going to defend this, you know, if you still want to have to drive something out back over, you know,

out, out, out behind here where you're shooting is like that's a different sort of self-driving

“problem. You need to light our for sure, because you're like measuring ahead of where dips down,”

you might have ditches, you get stuck in the middle of the river, or you're going around, mountain, or climbing over. So he's the best in the world of that, and, and his, his vehicles can go without humans interfering for, for, for, for days. And this is obviously very, very useful for a military to be able to go over complex terrain. And originally he was aren't, he was powering all the other primes, and all the other vehicles out there, but now he's building a bunch of his own.

Right on. What are these vehicles look like? He's he's he's he's doing both. Actually it's interesting his, I think the main one we're going to make a lot of are, are, are smart, rugged, all terrain vehicles that can have a bunch of different kind of sensors and weapons on them, but they're, but they're not for carrying people in this particular case there. So I think in there, much, much cheaper. So a tank is very useful for certain things, but these guys, you probably

could have several hundred of them for the cost of a full year, out, equipped tank with different sensors with different weapons, coordinating. I'd be able to have a lot more scared if I was 100 miles away, and there are 300 of these smart things coming out of me than just a single tank. So there's there's there's there's two two different types of weapons. So is this, is this similar to saranak? It is kind of analogous in the sense that you have autonomous saranaks building at

scale, autonomous, you know, warships, and saranaks first product with a 25 footer, saranak last year,

also built, as you know, the the fastest built big ships since war war two. So saranak is now building

I mean, 180 foot autonomous boat can be more powerful than a 400 footer destroyer, if it's

autonomous, because the destroyer has a fricking hotel on it, the 180 footer all weapons. So you

“actually have more weapons on the 180 footer than the destroyer, which is pretty cool, right?”

A and by the way, in a battle, what's the destroyer doing a battle? It runs, it has to run away, it's five hundred lives, it's going to get wiped out. These guys don't have to run away, they can freaking charge, right? And you got a lot more from for the same cost. So so, so saranak, what they're doing makes sense, but yeah, it's similar where over the lay, I'm just going to want a lot of these things that are autonomous, that are that are much cheaper,

at scale, going to a territory, if we ever have to fight in a jungle, or after fighting, you crane, or after fighting anywhere on the ground, you're going to want this stuff. Is saranak deployed anywhere? Yes, saranak, saranak has, but it's not, it's because the war's going on, we're not able to talk about any of that right now, unfortunately. Damn it. I want to we can. We're going to get your dinner back. He's a big fan of yours. He's a,

and he's a seal, like also, of course. Yeah, we had him on. Yeah, we had him on, but how about, tap training all day? Yeah, that's really cool. Jason spires. He's a really good guy. You know, actually, he had an interesting background. He wouldn't mind me saying, because he overcame this thing where he grew up really poor, and he was dealing marijuana, and they threw him in jail for a long time. We're being good at it, and he got out of prison in his 20s, and he was a Stanford,

and then he went to Palantir for a little bit, and I ended up meeting up with him, and we helped him, as he got this thing going, and just, you kind of root for guys like that who had a tough upbringing, and we're, you know, he didn't, didn't hurt anyone, he was just really good at selling this stuff. So many, they locked him up, and, but like, you saw when I really admire, and he's obviously

turned his life fully around, and it's a great entrepreneur, and this is one of the most important

areas for our country right now. It's called trading all people. It's how do you get people to get great jobs, and get them exposed to kind of more higher-end vocational trading, working with machines, the cost millions of dollars, not, you know, it's too expensive to build a school to train someone on a semiconductor machine that they might have to work with, the cost tons of money. He's built, instead, with his co-founder, some amazing VR technology, so the students are actually

partnered with a bunch of these companies where they'll train people in VR, make sure they can get to the point where they're actually pretty proficient and learn a bunch of different stuff, and then, and they'll have trainers who've done this forever in their company, you know, helping them do it as scale, and then, once they're good enough, they get a train on the real stuff, and so it makes it so much more affordable to take huge numbers of Americans, and get them ready

for high-paying jobs, and you see, he's helping, you know, tens of thousands of people, I hope they'll be helping hundreds of thousands of people soon. Right, I'm, yeah, it's a good, good thing to do. About Esper, that caught my attention. Plow it, love it. How policy-making soft. I love it, Malka's an impressive founder, her parents were from Afghanistan,

“actually, she grew up here, very pro-liberty lady, she's like, I love, I think you could be”

American from any background. If you love liberty in your love or country, I love our values, and she and my wife became friends, actually, because they're both, both interested in policy, and they're both obsessed with the regulatory state being really broken and really hurting a lot of things in America. There's a kind of a core conservative value of how you make government less stupid, and so what she realized when she started this company is that technology and AI

can actually make the regulatory state work hell of a lot better. So it's a non-partisan thing. Right, you just, like, no one wants government to be dumb, because it's pretty dumb sometimes. And so if you're going to make, for example, if you're going to make a regulation, what's the process to make it, to check other states, to learn what's going on, to see what the code is, what's the process to review it, what's the process to see how

it's working, how could you, what's the process so people in the field know what the regulations are, so they can intelligently kind of use them, and not just like not just for ask people on us, necessarily, so there's a lot of interesting tech to make it all that transparent, and she has a bunch of states using it to basically make the regulations smarter to get rid of bad regulations, and just run that process. She's a profitable company and growing really well, working

both blue states in our red states, and just making government less stupid, so I love stuff like that. Yeah, and that's awesome to them. And then the other one that really caught my attention was bad rock. This is cool. This is cool. Boris, his, his, he's also, he's also a great lover of liberty. Now to get all these people in trouble with their other people, he is, his father, his father was like a genius from the Soviet Union who fled here, basically. Like one of

“those like physicists, I think. And Boris was a great entrepreneur. I met him through a mentor”

of mine a long time ago. He's working on stuff in AI, and he ended up selling a company to Google, and he helped to run part of their way mode of vision. You know, way modes of self-driving cars. Mm-hmm. So these are a bunch of, a bunch of really, really talented guys. I mean, it's amazing what way modes sound. I'm rooting for Elon against way mode with Tesla, but they're obviously both comes from like great DNA. And his new company, it's, it's, it's a autonomous construction,

autonomous excavation. And this is, this is, this is really, really cool because, first of all, 25% of all the costs right now have to build something in the US and construction is tied to excavation. In second of all, there's tons of things. Like there's quarries,

there's 6,000 quarries, where you can never basically get enough stuff out of them cheaply,

then you have to fire your mocks, you can't use it for a while, and you can never get enough people

for the right jobs, and it's sloppy, and it's like messy, and a lot of it's boring. And so he actually has, it's working. Hemie's raised a few hundred million more dollars recently since we invested from all sorts of top investors, and they're partnered, they're using caterpillar machines, they're using, they're, you know, people people love it, and they're, they're actually deployed, and it's working, they do it in Texas, do it in Alabama. Here's the funny thing, the tech, of course,

unfortunately, AI people are in California, but when they do stuff in the real world, they always come to the, just go as comes to the center of the country, or the states are running well. I mean, that's going to change. That's going to change a lot. Yeah, I mean, so, it's not just excavators, right? It's construction. It's going to be all sorts of construction stuff. You start it with excavators. That's a really hard problem with multiple

dimensions. Like, you're digging on a hill, and you're, have different kind of dirt coming up. It's really interesting. You know, one of the crazy things is they train on tons and tons of data, which is what part of their advantage is they partner now with lots of different companies getting all the data. And the computer learns what to do. And so one of the things to learn how to do is when there's done digging, and there's a net waiting, it'll go around and use the script to clean things up,

“nearby, and like, smooth things out. And like, you should be doing this because it'll learn that”

from the guys doing it. Isn't that crazy? That's what I mean, I feel like the ship's going to get done at least three times. I mean, if typically, what eight hours construction shift, will you operate that machinery? Think about it like we have 24 hours a day. That's three times faster.

I'm always jealous. I'm always jealous of Japan because they'll have their roads just like the

guys will come at night because they respect their other people so much in their society. And they don't have the weird unions that the break thing. So they just like work really hard at night, well, pay it and get it done fast, right? So you can be on the road again. Now you could do it again without having to keep the union going openly, you know? Damn. No, and by the way, here's the thing, this is like a classic

Japanese paradox thing, which is really important for economics because a lot of people might see this, and their first instinct might be, well, FU, you're just getting rid of people's jobs, right? That might be the thing they think. And here's what it is. It's that when something goes down and cost, you can get to a demand for a lot more of it, right? So the original Japanese

“paradox that's important to people understand is the key economics concept is they figured out”

how to make coal plants twice as efficient in the 19th century. There's a big deal because coal was like the big energy. And so if you want a bunch of coal mines, a lot of people did. That was a big thing back then. And coal plant or twice as efficient, all of a sudden everyone was like, oh my god, they're not going to need our coal anymore. And you know what happened instead? Is demand for coal won't weigh up because because all of a sudden because energy was so much cheaper, it was now

much more in demand and there's much more uses of it. And it's the same thing here. If you can build buildings in America for much cheaper, suddenly a manufacturing project, the reports to do in Mexico or reports to do in the Philippines or Vietnam or wherever else, the hell the number said to do it. Suddenly it makes a lot more sense to do it here because you're building it for much cheaper. And so suddenly you're cutting, so the amount of economic activity you're going to create,

if we can make these things cheaper, it's going to go so up. There's going to be so much more stuff that just right now there's all this stuff, Sean, that I really want to do here, as a patriot and I do, I produce law things here, I build things with the ships and everything else. There's a lot of stuff that doesn't pencil, like Joe, I'm sorry, it doesn't pencil. And you can't just be a crazy person, it has to pencil, right? But this makes law stuff

get a pencil all hell of a lot better than I fear. So it's going to lead to a massive boom in economic activity here. So it's a very good thing for America. Yeah, man. I'll be, what do these machines look like? Are they just repurposing the repurposing caterpillar machines? For now, caterpillar by the way is crushing at the last few years. You can imagine as well the construction and data centers and demand for their machines around

the world. So they're a very profitable, massive company. And they love this. They know they can't build it themselves. And so they're working really well and partnering and figuring out and we're equipping their machines. And you know who else is going to be going into this sector as well as our friend Travis just announced it. If you follow that at all Travis calenic? No.

So he's the one who built Uber, right? Very famously, amazing entrepreneur, super hardcore guy

in terms of builder. And his latest company, he's renaming atoms. And he's going into the world of atoms. You can go. He did a whole manifesto online. So better rocks my favorite big company exists in this space. But in other parts of the space like mining, etc. Travis wants to figure out how to make the world atoms work with AI. So this is going to be a hopefully huge growth area for everyone in the next several years. Man, that is wild. Yeah. What are you

“excited about? You know, I'm America's Batman. Like I said, I think I think our country went”

through something very weird for 50 years. Like all of a sudden we had way 20 lawyers from the early 70s. We had this fiat currency. We got rid of the gold standard. We had all these bureaucracy sprout out. I mean, it was almost like it was like it was almost like the Soviet Union somehow it infiltrated us. I don't know. It's something really bad happened where a culture went off the rails. Workers weren't paid as much. Finance got to be too big relative to workers. I think

it's a major problem. I still think we got to fix that with, you know, there's all these things we're broken for 50 years. And suddenly in the airplanes didn't get better. Health care got more expensive. Everything got broken. Suddenly, it's all reversed. Suddenly, health care is going to get cheaper. Airplanes are going to get better in faster. Like government's going to get less

building ships again with Dino. Like China built 230 times in China ships. We can't, we're going

to hunt her to exit in America the next next several years. Like all this stuff. Like he just, you know, he just, he's healing out to himself. He just raised billions more. There's all this stuff that's getting funded. All this stuff that's working. All this stuff that's growing. Like America is going to be by far number one again. And we just got to make sure we don't rip ourselves apart. We don't let the left get in charge. Because they'll break it. I love to hear

that. I love to hear that. I got a high question for you. You ready? Joe. Drone swarms just flew over bark stale air force base for a weak straight. This is where we keep nuclear B52s. They resisted jamming. They were custom built. And the military couldn't stop them. Your company Epirus

“literally builds the weapons designed to solve this problem. So what's actually going on here?”

Is this a real foreign adversary probing our nuclear infrastructure?

Or is there any chance this is a siop? A distraction from what's happening with Iran and everything else right now. You know it's a great question. And I almost texted my friends in the Pentagon to ask them about this. Because I was wondering if two I probably should. Although the reason they might not tell me is that they didn't know I'd probably tell everyone I'd talk to you. Listen. So I don't have insight in information. I wish I did.

You're listening. There's a hundred percent right. Epirus could shoot these things down. I actually just posted something before I went on the show a couple of hours ago. Epirus has a new autonomous thing where the truck drives a ton ofously opens up and fires a ton ofously at the drones. You put a couple of these. You put a couple of these in the base. They take the drones down right away because anti jamming is one thing. Epirus is not just jamming. Epirus is frying the

circuits. Epirus is literally applying like an insane amount of energy all switched into a ten thousandths of a second and like using AI and everything to get the power to hit the guy and I try it all at once. And the burst just like is a cone of energy. It just flies these things. So yes, Epirus a hundred percent could fry these and turn them off. And you know, so if we really

“need to, maybe they're going to adopt it. So let's see. I think that's the obvious solution.”

Andy Lauer is coming here on Monday. Yes. All right. He's bringing one. Oh, really. He's bringing one. We're going to get a one man. Let's get a little fry the neighbors. And he's at any of the CEO of our press. Yeah. Don't fry the neighbors. I'll get us in trouble. The neighbors cars.

The problem is, is when you fry some of these things, you can't turn them back on. They won't

be very happy with you. There's a follow-up. If China takes Taiwan tomorrow and controls TSMC in those chip factories, can we even continue to build drones in AI weapons systems? So first of all, that's kind of what I was alluding to earlier about, you know, if they do take Taiwan, what does that mean? And you were talking about repurposing chips. Yeah. So first of all, TSMC is part of like a massive ecosystem. So a lot of the design, a lot of the work, a lot of other

things happening in America, hopping around the world, hopping in and they are smelling Europe. Like, you couldn't just like take TSMC and just like own it for yourself. Like it would stop working because you'd stop sending the designs. You'd stop doing the work. It's not been alright. So I thought it was all central out. No, it's actually really interesting. I think America actually does capture more of the profits from the chip because it's in the Taiwan does.

This is what people have missed. Like they definitely, they definitely capture more of the revenue because of like the cost. But if you look at the actual profits, we're still capturing more than they are because we do so much of the work. It is a very distributed industry where a lot of that's happening at land research and applied materials and all these companies that maybe you haven't heard of that are in the Silicon Valley that are part of the U.S. still. And so so they

couldn't just take it all away. Now that said, they can massively slow down everything in global chip production. They could definitely cut off all the newest stuff. It would take a long time to redo it, which is why we're trying to obviously build what we can here. But listen, it would set back AI by five or ten years. Would it stop us from building drones? No. Like we have another separate problem right now, which is that we don't do enough rare earth

refining, which is something that a partner of war has done a really good job trying to change. It's at least a couple companies that bring a lot of money into to, you know, they're going to mine rare earth, they're going to refine rare earths. And you need those things to be able to build the magnets and the drones motors. Like most of the Ukrainian drones on both sides involve China and

“their supply chain, which is not good for us. That's like it's a shame right now. That's what”

it works. Because we've got to fix that, but that's not necessarily just TSMC problem. That's a separate problem. We've got to fix that we're working on. How, I mean, you were talking about a Elon, you know, getting diving into this. Fairfab. How, how, I mean, you've got to bring someone on who knows more about it because it's a new thing. Yeah. I'm just curious, but what is the timeline? Is there one? I have nothing about respect for Elon as a number one builder in the world. I think

when you're a great entrepreneur, at least if I speak for others as well and for my own things where I've built fire six pretty big companies, like I think you almost have to trick yourself, at least for me, and thinking it's going to be faster than it is because otherwise you can't get yourself to do it. You're saying, like, when you start one of these companies, at least in my experience,

it's a most amazing things, but he's also made predictions where things take longer. And that's,

“I think that's just normal for a great entrepreneur. So I think it's just really hard to know.”

How long things you're going to take? And I think whatever someone guesses is a great entrepreneur, you can sometimes maybe have a few more years. And so I think it's thing takes a while. That said, they're going really fast. They have the best people in the world, and it's really good for America that they're doing it. So I'm rooting for him. Is that an Austin do? Yeah, it actually is. And that is wild. They have that way. It's so cool. We're just finishing our STEM building

for a new university right next to SpaceX and boring company right there. Next to all this stuff. We have a 30-acre is now this awesome building. We're going to be doing, they're actually helping us. They're going to be doing like robotics and electrical engineering and all sorts of stuff there. So it's a really funny area right now. And that's cool. You're going to see a awesome impression it.

“That's cool. What are you guys doing over there at the University of Austin now?”

We talked about it last time you were here, but yeah, it's great. The third class is joining

right now. These are about oh shit. Peter Teele has already hired away a few of our few of our people from the first two classes and a bunch of you are going to put online. You can go look, they're doing all sorts of cool companies, all sorts of cool internships for boring company and pallent here and all sorts of different groups we partner with. Listen, these are

amazing young people. To have a really top score shine and then to turn down an Ivy League or

“another top school and go to a new university, you have to be an entrepreneur. You have to have an”

opinion. You have to want to be part of the, you know, frankly it's the county league. It's a new elite. It's a people who don't want to be part of the old kind of broken Harvard Yale kind of loser mess, like CFR, you know, guys who predict everything wrong about what's going to happen in the Middle East and are just like part of the old kind of corrupt old guard. They want to be part of the builders. They want to be part of the actual competent people who think for themselves

and don't just echo what you're supposed to say. I think I think it's going really well. It's awesome, man. Well, Joe. It's awesome. Catch it up, man. It's great to see you all, but you're doing it. No matter where you're watching the Sean Ryan show from, if you get anything out of this at all, anything, please like, comment, and subscribe. And most importantly, share this everywhere you possibly can. And if you're feeling extra generous, head to Apple Podcasts and Spotify and leave us a review.