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Speaker 3: dot com. Donald Trump being asked here about Palestinian the

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Speaker 3: right of return in his plan to own Gaza, he says, no,

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Speaker 3: that's not going to happen. Actually, let's take a listen.

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Speaker 4: Beautiful communities for the one point nine million people, will

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Speaker 4: build beautiful communities. Safe community could.

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Speaker 1: Be five, six, could be two.

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Speaker 4: But we'll build safe communities a little bit away from

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Speaker 4: where they are, where all of this danger is. In

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Speaker 4: the meantime, I would own this, think of it as

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Speaker 4: a real estate development for the future. It would be

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Speaker 4: a beautiful piece of land with no money's turned. No,

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Speaker 4: they wouldn't because they're going to have much better housing,

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Speaker 4: much better In other words, I'm talking about building a

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Speaker 4: permanent place for them, because if they have to return now,

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Speaker 4: it'll be years before you could have it's not habitable,

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Speaker 4: it will be years before it could happen. I'm talking

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Speaker 4: about starting to build, and I think I could make

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Speaker 4: a deal with Jordan. I think I could make a

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Speaker 4: deal with Egypt. You know, we give them billions and

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Speaker 4: billions of dollars.

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Speaker 3: So yeah, that's where we're currently at right now. Is

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Speaker 3: not only is the quote unquote right of return and

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Speaker 3: all of that being thrown out the window, but they're

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Speaker 3: all just willingly going to go to God, to Egypt

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Speaker 3: and to Jordan.

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Speaker 1: The King of Jordan actually is here in Washington today.

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Speaker 3: Well that's right with Donald Trump around eleven thirty in

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Speaker 3: the morning. I'm curious to see what happens from that

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Speaker 3: right now on the White House schedule. Actually, there's no

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Speaker 3: joint statement between the two, which I'm very interested in

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Speaker 3: because usual, like with BEB if you remember, there was

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Speaker 3: a press conference, since it's usually a declaration of a

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Speaker 3: statement a policy. We agreed on these two things. There

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Speaker 3: will be currently there is no ability for the press

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Speaker 3: to be able to ask any questions. I know this

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Speaker 3: is getting technical, but what that means is that you

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Speaker 3: remember there's those sessions. He'll be in the Oval Office

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Speaker 3: with the King of Jordan and then the press will

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Speaker 3: come in and shout questions. Right now, on the White

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Speaker 3: House schedule that I'm looking at, both of those are closed,

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Speaker 3: which means that they will not be making a declaration.

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Speaker 1: I'm thinking at the request of the King of Jordan.

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Speaker 3: But this just I can't even wrap my head around

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Speaker 3: where this bullet came from. Because the crazy thing is

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Speaker 3: that these statements are coming from the President of the

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Speaker 3: United States. So it's not only a declaration of we're

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Speaker 3: going to own Gaza and we're going to like split

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Speaker 3: it up into a great international zone where no US

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Speaker 3: troops will be there. These Raelis will watch it, but

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Speaker 3: they're not going to have sovereignty because we're going to

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Speaker 3: own it and we're going to rent it and then

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Speaker 3: we'll rebuild it. And in the meantime, people will go

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Speaker 3: to Jordan into Egypt, where both of those countries said

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Speaker 3: they would rather go to war than to do that.

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Speaker 3: And what exactly is why did we decide to underwrite

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Speaker 3: for the destruction of this place and now we have

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Speaker 3: to pay for it and administer It's.

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Speaker 1: The most insane thing.

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Speaker 3: The only thing I can hang my hat on is

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Speaker 3: that poll we showed yesterday, which is only thirteen percent

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Speaker 3: of Americans. We're like, yeah, that's a good idea. Actually,

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Speaker 3: by the way, I want to meet those people who

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Speaker 3: are you who is out there, because if you stack

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Speaker 3: it together with everything that is happening right now, it

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Speaker 3: is clear that we are talking about one of the

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Speaker 3: most ambitious nation building projects in American history. To have

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Speaker 3: to rebuild a place burned to the ground by supposedly

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Speaker 3: our foreign foreign ally, we have to facilitate the ethnic

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Speaker 3: cleansing of this territory, use US policy to force other

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Speaker 3: countries to take that population, and then.

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Speaker 1: We have to pay for it.

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Speaker 3: I mean, I don't remember this being a significant part

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Speaker 3: of the campaign, or you know, put aside the anti

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Speaker 3: war stuff. Just think about at a basic level, this

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Speaker 3: whole idea of make America great again. When we're talking

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Speaker 3: here about a unilateral nation building program for a foreign nation,

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Speaker 3: for a foreign population, it's like, on every level it

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Speaker 3: is absolute madness.

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Speaker 2: And on probably the most sensitive some of the most

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Speaker 2: sensitive land on the entire planet.

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Speaker 3: I genuinely I don't know where this shit comes from.

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Speaker 3: What concerns me the most is, like you said, the

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Speaker 3: apologia that we largely see from MAGA meeting and others

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Speaker 3: who are just like because they've saw this in Afghanistan,

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Speaker 3: you know, everybody just turned all of a sudden when

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Speaker 3: we withdrew from Afghanistan's like, oh, well, we should have

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Speaker 3: held on to Bogrum and all of this. And then

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Speaker 3: you asked Trump and you're like, well, we actually should

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Speaker 3: have kept troops there the whole time, Like I didn't.

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Speaker 5: Actually you never mint it.

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Speaker 6: Yeah.

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Speaker 2: Well, And the other thing is like the position that, oh,

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Speaker 2: this is the open opening negotiating position.

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Speaker 1: Or are you negotiating with also for what purpose?

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Speaker 5: So what is the end negotiating position?

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Speaker 2: Like even if you buy that, which I don't particularly

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Speaker 2: buy that, especially at this point. You know, he said it,

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Speaker 2: very intentionally said it. He's been asked now multiple times,

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Speaker 2: keeps reiterating it, making it clear that this is what

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Speaker 2: we're going to do, and Palestinians world people will be

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Speaker 2: allowed to go there, but Palestinians will never be allowed

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Speaker 2: to return. We're going to keep it, not temporarily permanently.

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Speaker 2: It's just like, I don't know what makes you think

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Speaker 2: that this is some casual first bid proposal. And also

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Speaker 2: even if you think that, like, where do you think

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Speaker 2: that this is ultimately going. It's absolutely one of the

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Speaker 2: most destructive, immoral, and dumbest ideas I have ever heard

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Speaker 2: in my entire life.

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Speaker 5: No part of it makes sense.

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Speaker 2: And to go back to the King of Jordan being here,

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Speaker 2: Trump has threatened them with Tariff's number one, which I

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Speaker 2: don't think would really do. I mean, it would cause

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Speaker 2: them pain, but I don't think it would move them

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Speaker 2: at all, because they both Egypt and Jordan see this

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Speaker 2: very much as an existential issue for their.

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Speaker 5: Own power and regime.

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Speaker 2: And he has also threatened to cut off the aid,

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Speaker 2: the very large dollar amounts of aid proportionally that we

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Speaker 2: give to Egypt and Jordan, and seeming to not understand

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Speaker 2: like the whole reason we give those countries that much aid.

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Speaker 5: It's basically like a bribe for them to be nice

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Speaker 5: to Israel. That is the purpose of that.

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Speaker 3: Ye, well, yeah, it's part of the camp David Acorp, Yeah, exactly.

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Speaker 3: We're like, we give them both equal amounts.

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Speaker 1: I actually don't think it's bad idea. You're like, hey,

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Speaker 1: cut it out.

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Speaker 3: And actually, if you look at the policy was very

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Speaker 3: successful for many years. What we're effectively saying is that

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Speaker 3: now we will move away from peace and the Sinai

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Speaker 3: which did Look, you can make fun of it for

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Speaker 3: all you want.

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Speaker 1: It stopped.

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Speaker 3: There were two wars in the nineteen sixty the nineteen

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Speaker 3: seventies that US policy largely was able to just buy

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Speaker 3: off the two sides say we're not going to do this.

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Speaker 3: I would say that's decent. You know, fifty years of

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Speaker 3: no fighting between those two nations, especially because that's an

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Speaker 3: existential threat to the Middle East, and obviously with our

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Speaker 3: current political system that would have drawn us in to

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Speaker 3: the conflict. Now we're talking about leveraging and moving away

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Speaker 3: from that Camp David process, specifically to facilitate the expulsion

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Speaker 3: of all Gossans so that we can own it, occupy it,

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Speaker 3: pay for its rebuilding to what end. That's why I

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Speaker 3: reject this negotiating thing. Then negotiation only makes sense in

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Speaker 3: terms of I'm going to stop the conflict. The only

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Speaker 3: way to stop the conflict is to say, okay, Israel,

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Speaker 3: come us we got to figure out a way that

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Speaker 3: this is going to work, and now we have a

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Speaker 3: lot of leverage actually on both sides. But the reason

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Speaker 3: why I'm even more concerned is that all roads currently

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Speaker 3: lead to some disastrous intervention. So Donald Trump has asked

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Speaker 3: yesterday about the hostage deal, and we're going to talk

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Speaker 3: a little bit about there's been a breakdown in the ceasefire.

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Speaker 3: I think saying that we're going to facilitate the expulsion

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Speaker 3: of Godzer probably doesn't help for the people who live there.

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Speaker 3: But now he is saying that if we do not

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Speaker 3: release all the hostages by Saturday at twelve two Hamas,

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Speaker 3: I will cancel it. All bets are off and let

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Speaker 3: hell break loose. Let's take a listener.

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Speaker 6: Should have seaspied on me all, well, I would say this,

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Speaker 6: and I'm going to let that because it's Israel's decision.

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Speaker 6: But as far as I'm concerned, if all of the

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Speaker 6: hostages as aren't returned by Saturday at twelve o'clock, I

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Speaker 6: think it's an appropriate time I would say cancel it,

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Speaker 6: and all bets are off and let hell break out.

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Speaker 6: I'd say they ought to be returned by twelve o'clock

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Speaker 6: on Saturday, and if they're not returned, all of them,

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Speaker 6: not in drips and drafts, not two and one and

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Speaker 6: three and four and two Saturday at twelve o'clock and

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Speaker 6: after that, I would say, all hell is going to

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Speaker 6: break out, and I don't think they're gonna do it.

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Speaker 1: So what does that mean? You know?

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Speaker 3: What hell can be unleashed that has not yet been unleashed?

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Speaker 3: And actually I think I have an idea, which is

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Speaker 3: Israel has not held back anything other than a nuclear weapon.

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Speaker 3: Can we agree on that? So what's left America? Okay,

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Speaker 3: so we're gonna bomb Gaza, great, great image to be

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Speaker 3: able to see to what end? So that foreign hostages

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Speaker 3: can get released, even if they're dual citizens. I don't

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Speaker 3: remember us ever doing that before for what purpose?

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Speaker 2: So those hostages are in the zone that all hell

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Speaker 2: will be breaking loose in as well. You know, and

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Speaker 2: we know that hostages have been killed through IDF operations already.

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Speaker 3: According to the released hostages, not you know, from others.

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Speaker 3: We're the ones who are saying that, so.

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Speaker 2: Exactly, we're not like making this up. This is confirmed.

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Speaker 2: So it's I don't even know what to say at

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Speaker 2: this point. But number one as you were horning out, Sager, like,

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Speaker 2: what motivation does Hamas have to stay in a deal

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Speaker 2: when you openly have the pros of the United States

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Speaker 2: saying are what we're going to do is complete ethnic lens,

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Speaker 2: get every Palestinian out of the gaza, strip and personally

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Speaker 2: own the territory. Like that kind of strips any kind

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Speaker 2: of goodwill reason why you would continue in a deal

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Speaker 2: with these people. And you know the other pieces. Of course,

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Speaker 2: the way that the media frames this is AlOH Hamas

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Speaker 2: is backing out of the deal, blah blah blah. But

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Speaker 2: also Israel has never really technically abided by the terms

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Speaker 2: of the ceasefire. They never have had a total cessation

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Speaker 2: of violence. You know, Jeremy and our friends over at

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Speaker 2: drop site have done an effective job of tracking a

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Speaker 2: fact that they have continued to shoot and kill Palestinians

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Speaker 2: even after the ceasefire. The you know, the Hamas also says,

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Speaker 2: and you know, we don't have verification of this, but

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Speaker 2: this is their side of the story that some of

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Speaker 2: the aid provisions, requirements for humanitarian assistance that were part

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Speaker 2: of the deal have also been violated as well. So

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Speaker 2: they're saying Israel is in breach and we're not going

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Speaker 2: to continue to go forward. But I do think that

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Speaker 2: really the governing factor here is what incentive do you

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Speaker 2: have to continue and to deal with these people? And

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Speaker 2: they're openly broadcasting like number one BB is always openly broadcasted,

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Speaker 2: basically like there is not going to be any Phase two.

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Speaker 2: We're going to go back to bombing as soon as

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Speaker 2: Phase one is over. And number two the United States

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Speaker 2: of America, which really holds all the cards here, let's

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Speaker 2: not pretend it's otherwise, is like, oh, we've come up

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Speaker 2: with a final solution for this territory. And anyone who thinks,

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Speaker 2: like if you actually think Palestinians are just going to

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Speaker 2: leave the Gaza strip and not fight and not like

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Speaker 2: laid down their lives as they have for decades now

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Speaker 2: to try to preserve the homes that they have there

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Speaker 2: and the land that they have there, Like, you have

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Speaker 2: got to be the dumbest person on the planet if

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Speaker 2: you actually think that is the case, And you don't

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Speaker 2: have to be an expert in you know, Middle Eastern

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Speaker 2: relations or the history of the Israel Palestine conflict to

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Speaker 2: know that that is the dumbest thing you could possibly

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Speaker 2: believe that people are just because Trump says, so it's

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Speaker 2: going to be, oh, you're right, now, we'll give up

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Speaker 2: our multi decade long resistance struggle to go and live

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Speaker 2: in the desert in Egypt or Jordan or whatever.

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Speaker 5: Utterly preposterous.

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Speaker 3: Yeah, let's put B five up there on the screen,

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Speaker 3: says Hamas says it will delay the release of more hostages,

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Speaker 3: putting the Gaza ceasefire at risk. Now, what has happened

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Speaker 3: is that we have B seven. Can we put that

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Speaker 3: there on the screen in response that the IDF is

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Speaker 3: saying that their quote unquote being on high alert complete

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Speaker 3: violation of the ceasefire deal and a hostage deal. It

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Speaker 3: just looks like it points to it looks like it

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Speaker 3: would just lead to a resumption of the war. And

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Speaker 3: you know, obviously that's something that the world and all

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Speaker 3: has dealt with. But with the subtext of Trump here

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Speaker 3: saying the United States is going to take over Gaza,

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Speaker 3: you can just imagine this is exactly what happened back

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Speaker 3: in two thousand and five. What took Iraq from a

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Speaker 3: intra country sectary in conflict into a global magnet for

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Speaker 3: jihad was by making it into a fight against the

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Speaker 3: American evil empire by drawing every global jihadist from across

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Speaker 3: the world to Syria and others. That's what turned it

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Speaker 3: into this horrible civil war and war against our own soldiers.

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Speaker 3: I foresee exactly the same thing happening here. There are, however,

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Speaker 3: many people are alive, one point seven million.

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Speaker 1: I think we could reasonably.

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Speaker 3: Assume that hundreds of thousands will fight to stop from

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Speaker 3: being expelled from the territory that they think is theirs.

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Speaker 3: And you know what is the alternative that will happen

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Speaker 3: for all of this? So it's none of this is

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Speaker 3: good because, like I said, at the very least, even

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Speaker 3: if there is no US occupation and it's just Israeli

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Speaker 3: conquests of the territory and it's the United States sponsoring that,

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Speaker 3: what will that lead to in the future. And even that,

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Speaker 3: like I said, I don't think it's good, but I

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Speaker 3: don't think there would be huge pushback here necessarily at home.

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Speaker 3: But there is no way in any way that even ten,

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Speaker 3: fifteen to twenty percent of this can occur without hundreds

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Speaker 3: of billions of American dollars, not to mention security guarantees.

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Speaker 3: I mean, we railed against the Gaza humanitarian peer. How

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Speaker 3: much construction material in all and security is going to

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Speaker 3: have to be run to facilitate some rebuilding. And you know,

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Speaker 3: even if the Israelis take it over, it's not going

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Speaker 3: to be easy. There's gonna be a massive insurgency across

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Speaker 3: this entire place, which we have seen. I mean, you

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Speaker 3: know it doesn't make the news anymore, but you have

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Speaker 3: every day if you look when the war was going on,

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Speaker 3: five idea of soldiers killed, eight, idea of soldiers killed,

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Speaker 3: West Bank. There's stuff that's popping out. Yeah, we haven't

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Speaker 3: even talked about that. So I don't know. This is

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Speaker 3: a this is a nightmare situation. He is easily could

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Speaker 3: be sleepwalking us into a foreign intervention and take all

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Speaker 3: of that out and just talk about politics. This is

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Speaker 3: the easiest way to sink your presidency. Do not want

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Speaker 3: American soldiers to die for Gaza or for Israel.

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Speaker 1: Nobody signed up for that.

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Speaker 3: And this is some scheme where he thinks that by

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Speaker 3: talking tough and all of that, that he can negotiate.

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Speaker 3: And what he doesn't understand is we're dealing very much

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Speaker 3: with the same type of revolutionary force that we had

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Speaker 3: in the past, where if their only option is to

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Speaker 3: continue to fight for the existential purpose of existence. On

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Speaker 3: that line, why would they ever negotiate. They will fight

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Speaker 3: to the last, And I mean, I guess we can

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Speaker 3: oblige them their death if we want to, But.

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Speaker 1: Why would we even want to. This is not land

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Speaker 1: that's ours or that we even particularly want.

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Speaker 3: Nobody signed up for this, and then you know, even

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Speaker 3: after that, to what end?

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Speaker 1: So nobody can answer that question. I don't know. I'm there.

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Speaker 3: I've said, out of everything that has happened, this is

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Speaker 3: the one I'm most worried about. It's the area where

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Speaker 3: he has more uniladal authority than I mean, there's no

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Speaker 3: court system that's going to stop you from going into Gaza.

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Speaker 3: There is no Supreme court order of that's going to

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Speaker 3: be happening there. If the President can tomorrow order US

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Speaker 3: military jets start bombing, or American soldiers another start running security,

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Speaker 3: or this pressure on Egypt and on Jordan for this expulsion.

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Speaker 3: And you know, remember those three American service members who

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Speaker 3: were killed by that Iranian drone that happened in Jordan.

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Speaker 3: We have a lot of people who live in Jordan.

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Speaker 3: Do you know how many Americans live in Egypt? I mean,

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Speaker 3: it's got to be tens of thousands of US students.

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Speaker 3: There's a green light on all those people as well.

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Speaker 3: So I'm very worried about the situation. Let's get to ai.

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Speaker 3: This is speaking of Elon Musk attempted coups. Well, we

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Speaker 3: have another attempted coup here by Elon. Although I got

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Speaker 3: to tell you on this one, I'm actually a pretty

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Speaker 3: on board, not necessarily with Elon, but against Sam Altman

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Speaker 3: and the evil empire of open Ai. So let's go

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Speaker 3: and put this up there on the screen. It broke

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Speaker 3: out yesterday a consortium of investors led by Elon is

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Speaker 3: offering ninety seven point four billion to buy the nonprofit

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Speaker 3: that controls open Ai. Okay, everybody stick with us, because

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Speaker 3: this gets into complicated contract law and also law as

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Speaker 3: it pertains to non government NGO's nonprofit nonprofit organization and

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Speaker 3: the conversion of nonprofit to for profit. So what has

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Speaker 3: happened is if we step back in the past, back

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Speaker 3: in twenty fifteen, Elon and Sam Altman start open Ai

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Speaker 3: as a nonprofit. Now, after the success of chat ChiPT,

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Speaker 3: what happens open Ai, the nonprofit establishes a for profit

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Speaker 3: sub entity of the nonprofit which does deals with Microsoft

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Speaker 3: and becomes a for profit entity that is then governed

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Speaker 3: by this nonprofit institution. Led to a bunch of drama

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Speaker 3: in that you know coup where Sam Altman was ousted

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Speaker 3: and then he was brought back in, and there are

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Speaker 3: all these questions about what the hell was going on.

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Speaker 3: What Elon and his group of investors are doing is saying,

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Speaker 3: let us buy the nonprofit that oversees the for profit.

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Speaker 3: The reason is because Sam Altman is currently trying to

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Speaker 3: turn the company from a nonprofit that owns the sub

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Speaker 3: entercy into a total for profit enterprise. I know this

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Speaker 3: is extremely complicated and it's very obvious what happened here.

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Speaker 1: It started out as.

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Speaker 3: AI for the good of humanity and now it's how

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Speaker 3: do we juice enterprise sales at Microsoft. So that's the

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Speaker 3: subtext of everything. Put your feelings about Elon and all

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Speaker 3: of that aside. The point that at least he makes

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Speaker 3: here is, Hey, you solicited funds for the nonprofit and

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Speaker 3: under false pretenses of it being an open hence in

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Speaker 3: the name open AI open source platform that was supposed

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Speaker 3: to be the good for everybody, and have turned it

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Speaker 3: into a big technology company that's worth hundreds of billions

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Speaker 3: of dollars. So this unsolicited offer is to the board

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Speaker 3: to try and to forestall that conversion into this. Now,

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Speaker 3: sam Altman has now replied in an interview. He is

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Speaker 3: currently in France at the AI summit where JD Vance,

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Speaker 3: Sundhar Pachai and all these other leaders people like Neuring

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Speaker 3: Gramodi and others are currently in attendance, and he responded

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Speaker 3: in that interview. So guys, let's go ahead and take

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Speaker 3: a listen to what sam Oman had to say.

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Speaker 7: The headlines right now, Elon Musk making a bit apparently

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Speaker 7: for Open ai. Your response, you're turning him down for

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Speaker 7: ninety seven billion.

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Speaker 8: I mean, look, open aiy is not for sale. The

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Speaker 8: open airmission is not for sale. Elon tries all sorts

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Speaker 8: of things for a long time. This is the late

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Speaker 8: you know, this week's episode.

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Speaker 7: You take it seriously. It's all, what do you think

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Speaker 7: he's trying to drive out with this?

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Speaker 8: I think he's probably just trying to slow us down.

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Speaker 8: He obviously is a competitor. It's you know, he's working

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Speaker 8: hard and he's raised a lot of money for XAI

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Speaker 8: and they're trying to compete with us. From a technological perspective,

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Speaker 8: from you know, getting the product into the market. And

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Speaker 8: I wish he would just compete by building a better product.

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Speaker 8: But I think there's been a lot of tactics, you know,

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Speaker 8: many many lawsuits, all sorts of other crazy stuff now

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Speaker 8: this and we'll try to just put our head down

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Speaker 8: and keep working.

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Speaker 7: Does it make it more difficult to move from that

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Speaker 7: nonprofit model to that profit model?

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Speaker 5: Oven Ai?

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Speaker 8: We're not moving to a for profit model. We're I mean,

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Speaker 8: we're not sure we're going to do it all. But

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Speaker 8: no matter what, the nonprofit will continue to be extremely important.

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Speaker 8: It will drive the mission, it will continue to exist.

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Speaker 7: Do you think Musk's approach then, is from a position

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Speaker 7: of insecurity about x Ai?

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Speaker 8: Probably his whole life is from a position of insecurity.

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Speaker 8: I feel for the guy. You feel for him? I do,

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Speaker 8: Actually I don't think he's like a happy person. I

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Speaker 8: do feel for him.

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Speaker 7: Okay, do you worry that he has this proximity to

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Speaker 7: the president and then you can influence the decision making

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Speaker 7: of the US presidency and policies around this this agenda

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Speaker 7: on Ali non particular?

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Speaker 8: Maybe I should, but not particularly. I mean, I try

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Speaker 8: to just wake up and think about like how we're

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Speaker 8: going to make our technology better.

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Speaker 3: So shots across the bow says he's an unhappy, insecure person,

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Speaker 3: but just look at you know, the sliminess of him, like,

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Speaker 3: oh well it'll not technically we're moving. It's like, no, dude,

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Speaker 3: that's exactly what you were doing. You obviously directly violated

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Speaker 3: the original spirit of the company.

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Speaker 1: But this stuff matters because.

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Speaker 3: You know what we've talked about, this is the beginning of

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Speaker 3: the t compdministration. It's arguable that this will be the

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Speaker 3: legacy of the next four years for AI Deep Seek.

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Speaker 3: We obviously saw the impact on our stock markets here

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Speaker 3: at home, but what the future of this technology and

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Speaker 3: how it's governed. And this just shows you how much

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Speaker 3: of it's like basically a plaything of ten different people

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Speaker 3: who get to decide the fate of this entirety. That's right,

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Speaker 3: the entire sector of our economy.

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Speaker 5: That's exactly right.

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Speaker 2: And my understanding was like part of Elon putting in

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Speaker 2: this bid is it then puts a valuation on the

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Speaker 2: nonprofit piece and then may make it more expensive and

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Speaker 2: more difficult for them to be able to convert over.

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Speaker 2: That was my very rudimentary understanding of the business move

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Speaker 2: that was going on here ultimately. And also I mean

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Speaker 2: it's just like typical Elon kind of like trollish behavior.

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Speaker 2: But you know, Sam Altman was really hardest hit in

437
00:21:50,960 --> 00:21:55,320
Speaker 2: the whole deep Seek development because a bunch of the

438
00:21:55,359 --> 00:21:58,520
Speaker 2: assumptions that he has really made about the way that

439
00:21:58,600 --> 00:22:02,760
Speaker 2: AI will progress were really dealt a blow with deep

440
00:22:02,760 --> 00:22:05,919
Speaker 2: Seak being able to you know, come on online be

441
00:22:06,600 --> 00:22:11,160
Speaker 2: at least as as technically proficient as chat chpt is

442
00:22:11,560 --> 00:22:14,200
Speaker 2: with much less funding. I mean, whatever the real funding

443
00:22:14,280 --> 00:22:17,720
Speaker 2: number is. You know, we have the technical papers to

444
00:22:17,760 --> 00:22:19,800
Speaker 2: see that they did innovate, and they are doing things

445
00:22:19,880 --> 00:22:22,479
Speaker 2: in a more efficient manner, even to the extent of

446
00:22:22,560 --> 00:22:24,719
Speaker 2: like when you put in a query to chat gpt

447
00:22:24,920 --> 00:22:26,760
Speaker 2: versus when you put in a query to deep seek.

448
00:22:27,000 --> 00:22:31,840
Speaker 2: Deep seek uses a massively lower amount of energy than

449
00:22:32,000 --> 00:22:35,639
Speaker 2: chat GPT does. So they genuinely innovated there. And Sam

450
00:22:35,720 --> 00:22:39,919
Speaker 2: was betting on two things. Number one that after an

451
00:22:40,000 --> 00:22:44,320
Speaker 2: initial foray into making this all open source, they flipped

452
00:22:44,359 --> 00:22:47,000
Speaker 2: and decided that the future really was in you know,

453
00:22:47,080 --> 00:22:51,680
Speaker 2: closed models with partnerships from big tech giants like Microsoft.

454
00:22:52,280 --> 00:22:54,360
Speaker 2: Deep Seak kind of blows some of that up being

455
00:22:54,359 --> 00:22:57,000
Speaker 2: an open source model itself. And then the other thing

456
00:22:57,080 --> 00:23:01,080
Speaker 2: he bet is that the development would proceed by you know,

457
00:23:01,119 --> 00:23:04,200
Speaker 2: which company had the most billions of dollars to throw

458
00:23:04,359 --> 00:23:08,240
Speaker 2: at effectively, like building bigger and bigger data centers, and

459
00:23:08,600 --> 00:23:11,160
Speaker 2: deep secretly sort of blows up both of those things.

460
00:23:11,200 --> 00:23:15,240
Speaker 2: So he's in a kind of a difficult position right

461
00:23:15,280 --> 00:23:17,680
Speaker 2: now and sort of grasping and all of those sorts

462
00:23:17,720 --> 00:23:21,440
Speaker 2: of things. Elon senses that. Elon also, you'll recall after

463
00:23:21,520 --> 00:23:24,080
Speaker 2: Trump had Sam Altman at the White House announced his

464
00:23:24,160 --> 00:23:27,240
Speaker 2: big five in ORed billion dollar stargate like boondoggle effectively,

465
00:23:27,320 --> 00:23:31,320
Speaker 2: at this point Elon immediately chimes in to shit all

466
00:23:31,320 --> 00:23:35,200
Speaker 2: over the whole thing, which was extraordinary because I mean,

467
00:23:35,240 --> 00:23:39,480
Speaker 2: normally Trump would never brook something like that, and he

468
00:23:39,640 --> 00:23:41,479
Speaker 2: just took it, and he got asked about and he

469
00:23:41,520 --> 00:23:43,119
Speaker 2: was like, well, Elon hates the guy, and you know,

470
00:23:43,200 --> 00:23:45,440
Speaker 2: I harbor my own hatreds too, or something like that.

471
00:23:45,920 --> 00:23:46,840
Speaker 5: It's a very trumpy in.

472
00:23:46,840 --> 00:23:49,040
Speaker 1: Response, particularly likes one of those individuals.

473
00:23:49,119 --> 00:23:51,760
Speaker 2: He said, Hey, he has a hatred for one of them,

474
00:23:51,760 --> 00:23:53,760
Speaker 2: I think is what he said. But I mean, in

475
00:23:53,800 --> 00:23:56,040
Speaker 2: a certain sense, like the language was very Trumpian in

476
00:23:56,040 --> 00:24:01,760
Speaker 2: another sense, it was very unusual because Trump typically when

477
00:24:01,800 --> 00:24:06,280
Speaker 2: someone is outshining him, getting too big for their breeches, overstepping,

478
00:24:06,480 --> 00:24:10,040
Speaker 2: undercutting him, like, he would not tolerate that. You just

479
00:24:10,080 --> 00:24:12,200
Speaker 2: asked Deve Bannon, who was out of the first administration,

480
00:24:12,400 --> 00:24:16,040
Speaker 2: like that. And so there's something different here going on

481
00:24:16,240 --> 00:24:18,520
Speaker 2: with Elon. I don't know if it's just the power

482
00:24:18,720 --> 00:24:23,760
Speaker 2: of like Elon's mythology of being this great inventor genius

483
00:24:23,760 --> 00:24:26,880
Speaker 2: that sort of captured Trump and that he's fallen into.

484
00:24:27,000 --> 00:24:29,400
Speaker 2: I don't know if it's just like they have this

485
00:24:29,640 --> 00:24:33,359
Speaker 2: very mutually beneficial relationship right now where Elon sort of

486
00:24:33,440 --> 00:24:35,120
Speaker 2: serves in a sense as a bit of a heat

487
00:24:35,119 --> 00:24:39,200
Speaker 2: shield for Trump, and you know, brings to bear obviously

488
00:24:39,240 --> 00:24:42,040
Speaker 2: Twitter and the power of that megaphone, brings to bear

489
00:24:42,160 --> 00:24:45,480
Speaker 2: his nearly limitless wealth that he can use to threaten

490
00:24:45,520 --> 00:24:48,600
Speaker 2: primary challenges against anyone who would challenge the Trump agenda.

491
00:24:49,520 --> 00:24:51,680
Speaker 2: I'm you know, it could just be this like mutually

492
00:24:51,680 --> 00:24:55,400
Speaker 2: beneficial relationship. I'm not really sure, but it has been

493
00:24:55,920 --> 00:24:58,960
Speaker 2: that part has been very out of character for Trump

494
00:24:58,960 --> 00:25:01,919
Speaker 2: in terms of the way he norms operates with these personalities.

495
00:25:02,680 --> 00:25:05,000
Speaker 5: But yeah, the real point here is that all.

496
00:25:04,920 --> 00:25:08,399
Speaker 2: Of these people, Elon, Sam and all the rest of

497
00:25:08,480 --> 00:25:11,800
Speaker 2: the you know dozen people who are at the forefront

498
00:25:11,840 --> 00:25:14,520
Speaker 2: of AI development here and really calling the shots, et cetera,

499
00:25:14,960 --> 00:25:17,840
Speaker 2: like they want to automate your jobs out of existence.

500
00:25:18,320 --> 00:25:21,719
Speaker 2: They think that, you know, the future for humanity is

501
00:25:22,320 --> 00:25:27,600
Speaker 2: like transhumanism and you know humans plus as Steve Bannon

502
00:25:27,680 --> 00:25:31,280
Speaker 2: put it, they have all of these almost religious notions

503
00:25:31,480 --> 00:25:33,600
Speaker 2: of what AI is going to do in the way

504
00:25:33,600 --> 00:25:36,080
Speaker 2: that it's going to save humanity, and it makes them

505
00:25:36,160 --> 00:25:39,560
Speaker 2: very dangerous people, not only because the technology is very dangerous,

506
00:25:39,600 --> 00:25:42,680
Speaker 2: but also because anytime you have someone who casts themselves

507
00:25:43,320 --> 00:25:47,640
Speaker 2: in that role as like the sole savior of humanity

508
00:25:47,720 --> 00:25:50,879
Speaker 2: and they really believe that, and I mean Elon definitely

509
00:25:50,960 --> 00:25:52,960
Speaker 2: believes this, but I wouldn't be surprised if Sam and

510
00:25:53,000 --> 00:25:54,720
Speaker 2: some of these other guys believe that as well and

511
00:25:54,760 --> 00:25:58,640
Speaker 2: have cast themselves in this hero and savior of humanity role.

512
00:25:59,280 --> 00:26:02,840
Speaker 2: It starts to justify all sorts of things that are

513
00:26:02,880 --> 00:26:07,000
Speaker 2: really not justifiable. And also, we didn't vote for any

514
00:26:07,040 --> 00:26:11,119
Speaker 2: of these people to be our saviors and to re

515
00:26:11,280 --> 00:26:15,200
Speaker 2: engineer the social contract or automate all of our jobs

516
00:26:15,240 --> 00:26:17,640
Speaker 2: out of existence, or even try to do such a thing.

517
00:26:18,040 --> 00:26:20,479
Speaker 2: They have a pointed themselves in these roles and it

518
00:26:20,520 --> 00:26:22,840
Speaker 2: is extraordinarily dangerous the games that they're playing.

519
00:26:22,920 --> 00:26:26,200
Speaker 3: Yeah, let's actually put can we please put C six

520
00:26:26,400 --> 00:26:28,359
Speaker 3: up on the screen just to show that none of

521
00:26:28,359 --> 00:26:31,200
Speaker 3: this is slowing down. It's a graph here from the

522
00:26:31,240 --> 00:26:33,920
Speaker 3: Wall Street Journal the tech giants doubling down on their

523
00:26:34,000 --> 00:26:39,080
Speaker 3: massive AI spending so currently the increase in the last quarter,

524
00:26:39,600 --> 00:26:43,399
Speaker 3: actually there was a huge increase in the capital spend

525
00:26:43,920 --> 00:26:47,320
Speaker 3: despite all of us talk around deep seek. And I

526
00:26:47,320 --> 00:26:49,639
Speaker 3: think the reason why is because it gets to the

527
00:26:49,760 --> 00:26:53,640
Speaker 3: question about cutting edge of technology and training new models

528
00:26:53,760 --> 00:26:57,120
Speaker 3: versus being able to execute things at a much cheaper way.

529
00:26:57,520 --> 00:26:59,879
Speaker 3: And I mean this gets to some bigger questions too

530
00:27:00,080 --> 00:27:02,280
Speaker 3: about how the deep Seak thing was even able to

531
00:27:02,280 --> 00:27:03,399
Speaker 3: be happened.

532
00:27:03,440 --> 00:27:04,160
Speaker 1: They asked to may.

533
00:27:04,119 --> 00:27:06,440
Speaker 3: Probably cost over a billion dollars to train the model

534
00:27:06,480 --> 00:27:10,360
Speaker 3: before supposedly costs six million, But it does still justify,

535
00:27:10,520 --> 00:27:14,159
Speaker 3: at least in the minds of Meta, of Google, of Microsoft,

536
00:27:14,240 --> 00:27:17,800
Speaker 3: and an Amazon of just like ungodly amounts of money

537
00:27:17,960 --> 00:27:20,320
Speaker 3: that is being spent right now on AI. And the

538
00:27:20,359 --> 00:27:23,880
Speaker 3: reason why is because all of them think that if

539
00:27:23,920 --> 00:27:26,200
Speaker 3: you spend like in the case of Google, we're talking

540
00:27:26,240 --> 00:27:29,359
Speaker 3: about fifty two point five billion in a single year

541
00:27:29,400 --> 00:27:29,920
Speaker 3: that is just.

542
00:27:29,880 --> 00:27:31,560
Speaker 1: Spent on AI development.

543
00:27:31,640 --> 00:27:35,160
Speaker 3: All of them say, well, let's say you burn several

544
00:27:35,320 --> 00:27:39,359
Speaker 3: hundred billion, but you create you know, the breakthrough AGI. Well,

545
00:27:39,640 --> 00:27:43,560
Speaker 3: the enterprise value of that is trillion. So even then

546
00:27:43,920 --> 00:27:46,119
Speaker 3: the capital expenditure, even though it's a ton of money

547
00:27:46,119 --> 00:27:48,640
Speaker 3: in absolute terms, in a fraction.

548
00:27:48,480 --> 00:27:50,800
Speaker 1: Of what the value of what it would mean to

549
00:27:50,880 --> 00:27:51,359
Speaker 1: be the.

550
00:27:51,240 --> 00:27:55,040
Speaker 3: First to the actual breakthrough of the technology. And it's

551
00:27:55,280 --> 00:27:58,760
Speaker 3: it's terrifying because what they all seem to be saying

552
00:27:58,800 --> 00:28:02,880
Speaker 3: behind the scenes is we're much closer than anybody seems

553
00:28:02,960 --> 00:28:06,240
Speaker 3: to think. Now, there's maybe an element here of some

554
00:28:06,400 --> 00:28:08,840
Speaker 3: alarmism and all of that, but we can see the

555
00:28:08,920 --> 00:28:12,159
Speaker 3: rapid development and the ability to use these programs for

556
00:28:12,560 --> 00:28:15,320
Speaker 3: a series of white collar tasks like that alone is

557
00:28:15,359 --> 00:28:16,080
Speaker 3: already that's.

558
00:28:15,960 --> 00:28:17,800
Speaker 1: A big step change. I mean, I use it all

559
00:28:17,840 --> 00:28:18,080
Speaker 1: the time.

560
00:28:18,080 --> 00:28:21,920
Speaker 3: I probably use it every single day for a variety

561
00:28:21,920 --> 00:28:24,800
Speaker 3: of research tasks and others. It's it's just better in

562
00:28:24,880 --> 00:28:28,200
Speaker 3: terms of you know, if I like compare the production

563
00:28:28,320 --> 00:28:31,080
Speaker 3: value of BID versus TESLA. It's like, it sounds stupid,

564
00:28:31,080 --> 00:28:33,560
Speaker 3: but previously you have to Google bid production value, then

565
00:28:33,880 --> 00:28:36,119
Speaker 3: Google test. Then you have to manually do it together.

566
00:28:36,400 --> 00:28:40,440
Speaker 3: If you use can it a wall, use archive or whatever,

567
00:28:40,480 --> 00:28:42,800
Speaker 3: and just like in two seconds, I literally get the answer.

568
00:28:42,840 --> 00:28:44,560
Speaker 3: That's just an example for something that I do. I

569
00:28:44,560 --> 00:28:47,560
Speaker 3: can't even imagine if I still had some spreadsheet jockey job.

570
00:28:47,840 --> 00:28:49,960
Speaker 3: Like half these guys in finding described are the greatest

571
00:28:49,960 --> 00:28:52,160
Speaker 3: things that's ever happened for them. They can compute and

572
00:28:52,240 --> 00:28:55,360
Speaker 3: have models built in seconds that probably manually would have

573
00:28:55,360 --> 00:28:58,320
Speaker 3: taken forever. So you can easily see how it's going

574
00:28:58,400 --> 00:29:00,760
Speaker 3: to change right now, and so I have no idea

575
00:29:00,760 --> 00:29:01,200
Speaker 3: how we'll.

576
00:29:01,040 --> 00:29:03,720
Speaker 2: Even looking for There also could be I mean to

577
00:29:03,920 --> 00:29:06,200
Speaker 2: go back to that chart that we just put up

578
00:29:06,200 --> 00:29:08,920
Speaker 2: on the screen. It's also possible that this is contributing

579
00:29:08,960 --> 00:29:14,200
Speaker 2: to a massive stock market bubble, because yeah, well not

580
00:29:14,240 --> 00:29:16,640
Speaker 2: only that, but I mean, all of these companies, their

581
00:29:16,680 --> 00:29:20,320
Speaker 2: evaluation is really dependent on the idea that they're at

582
00:29:20,360 --> 00:29:23,240
Speaker 2: the forefront of AI development and that that is going

583
00:29:23,320 --> 00:29:28,360
Speaker 2: to be this just like profoundly valuable development. And you know,

584
00:29:28,400 --> 00:29:32,680
Speaker 2: there's questions about that, especially after deep Deep Seek, there's

585
00:29:32,760 --> 00:29:35,000
Speaker 2: questions about that. I was just looking it up on

586
00:29:35,080 --> 00:29:41,000
Speaker 2: Financial Times, not on JATGPT, but Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia,

587
00:29:41,080 --> 00:29:45,800
Speaker 2: and Tesla. They accounted for half of the S and

588
00:29:45,880 --> 00:29:50,040
Speaker 2: P five hundreds games last year through October. So you know,

589
00:29:50,120 --> 00:29:52,960
Speaker 2: the stock market lives and dies by what happens with

590
00:29:53,040 --> 00:29:56,880
Speaker 2: these handful of tech giants, and there's a lot of

591
00:29:56,920 --> 00:30:01,840
Speaker 2: assumptions about AI that go into those valuations that makes

592
00:30:01,840 --> 00:30:04,880
Speaker 2: it quite quite vulnerable. The other thing that I think

593
00:30:05,000 --> 00:30:07,080
Speaker 2: is worth really keeping an eye on as we watch

594
00:30:07,120 --> 00:30:09,880
Speaker 2: what Elon's doing in the federal government is we know

595
00:30:10,000 --> 00:30:15,280
Speaker 2: they've already unleashed AI on the Department of Education, and

596
00:30:15,520 --> 00:30:19,600
Speaker 2: I think one of the goals is to use the

597
00:30:19,640 --> 00:30:24,920
Speaker 2: federal workforce as kind of guinea pigs in this direction

598
00:30:25,200 --> 00:30:28,440
Speaker 2: of automating a lot of jobs and automating the workforce.

599
00:30:29,000 --> 00:30:30,960
Speaker 2: And you know, maybe you don't have a lot of

600
00:30:31,120 --> 00:30:34,600
Speaker 2: like personal sympathy for quote unquote federal government bureaucrats, although

601
00:30:34,600 --> 00:30:36,400
Speaker 2: I would say that you should, because many of them

602
00:30:36,440 --> 00:30:40,480
Speaker 2: do very important jobs and forego higher salaries that they

603
00:30:40,520 --> 00:30:42,520
Speaker 2: could be getting in the private sector in order to

604
00:30:42,560 --> 00:30:45,240
Speaker 2: perform those valuable functions. But even if you don't that way,

605
00:30:45,360 --> 00:30:50,680
Speaker 2: I assume absolutely absolutely so. In any case, even if

606
00:30:50,680 --> 00:30:54,760
Speaker 2: you don't share that empathy and sympathy and admiration for

607
00:30:54,920 --> 00:30:58,160
Speaker 2: the civil servants working for the federal government. You know,

608
00:30:58,800 --> 00:31:01,400
Speaker 2: what they unleash there is not going to stay there.

609
00:31:01,840 --> 00:31:06,400
Speaker 2: So if they are able to use AI to automate

610
00:31:06,440 --> 00:31:10,040
Speaker 2: a massive part of the federal workforce and use our

611
00:31:10,200 --> 00:31:16,280
Speaker 2: public goods and public civil service infrastructure as effectively a

612
00:31:16,320 --> 00:31:19,160
Speaker 2: science experiment to see how many human beings they can

613
00:31:19,200 --> 00:31:21,520
Speaker 2: get rid of, you don't think that's going to have

614
00:31:21,760 --> 00:31:24,360
Speaker 2: spillover effect. So you don't think that that's like, you know,

615
00:31:24,400 --> 00:31:27,160
Speaker 2: a model for how they're going to roll things out

616
00:31:27,520 --> 00:31:30,120
Speaker 2: across the country and how companies are going to look

617
00:31:30,160 --> 00:31:32,680
Speaker 2: to that and use those learnings in order to automate

618
00:31:32,680 --> 00:31:35,680
Speaker 2: their own workforces. I mean, these are real things that

619
00:31:35,720 --> 00:31:37,560
Speaker 2: are on the table, and I think that's certainly part

620
00:31:37,600 --> 00:31:40,160
Speaker 2: of the plan here with what Elon wants to do

621
00:31:40,200 --> 00:31:43,720
Speaker 2: with the federal government as well, to try to innovate

622
00:31:43,800 --> 00:31:45,200
Speaker 2: in that job loss department.

623
00:31:48,040 --> 00:31:51,640
Speaker 3: Let's move now to Chinese EV maker BYD which has

624
00:31:51,720 --> 00:31:54,800
Speaker 3: just made a huge announcement that could potentially change the

625
00:31:54,880 --> 00:31:55,600
Speaker 3: EV industry.

626
00:31:55,680 --> 00:31:57,719
Speaker 1: Let's put this up there on the screen.

627
00:31:57,800 --> 00:32:02,040
Speaker 3: News came out of China just yesterday BYD will now

628
00:32:02,080 --> 00:32:06,320
Speaker 3: offer quote God's eye self driving system on all of

629
00:32:06,680 --> 00:32:10,600
Speaker 3: its models. So BYD obviously is the largest electric vehicle

630
00:32:10,680 --> 00:32:14,400
Speaker 3: maker in China and in how has a quote unquote

631
00:32:14,440 --> 00:32:18,480
Speaker 3: advanced self driving system. Now, every video I've watched says

632
00:32:18,520 --> 00:32:21,800
Speaker 3: it's roughly equal to the Tesla full self driving. It

633
00:32:21,800 --> 00:32:25,000
Speaker 3: has some important differences that the L three nerds will

634
00:32:25,000 --> 00:32:28,160
Speaker 3: dig into, but let's just say it's better than what's

635
00:32:28,200 --> 00:32:32,240
Speaker 3: on your Toyota, your Honda CRV assisted autopilot.

636
00:32:32,320 --> 00:32:33,560
Speaker 1: So we leave it at that.

637
00:32:33,600 --> 00:32:36,360
Speaker 3: But the extraordinary part of it is not the role

638
00:32:36,360 --> 00:32:38,360
Speaker 3: fact that it's rolling out, but the fact that it

639
00:32:38,440 --> 00:32:42,280
Speaker 3: is now installing it on every single model that they sell,

640
00:32:42,600 --> 00:32:47,000
Speaker 3: including the Seagull budget hatchback, which it currently retails inside

641
00:32:47,000 --> 00:32:50,040
Speaker 3: of China for nine thousand, six hundred dollars.

642
00:32:50,120 --> 00:32:52,600
Speaker 1: Yes, you heard me correctly. This is a.

643
00:32:52,600 --> 00:32:57,920
Speaker 3: Huge deal because it challenges the Tesla market share abroad.

644
00:32:57,960 --> 00:32:59,920
Speaker 3: So in the United States, obviously you cannot buy by

645
00:33:00,120 --> 00:33:02,640
Speaker 3: You can't buy any of these Chinese evs. But China,

646
00:33:02,640 --> 00:33:04,640
Speaker 3: which we're about to get to, is a net exporter

647
00:33:04,800 --> 00:33:08,520
Speaker 3: actually of cars. Their electric vehicles are highly desirable for

648
00:33:08,760 --> 00:33:12,040
Speaker 3: many people across the world. In Europe and elsewhere, and

649
00:33:12,320 --> 00:33:15,000
Speaker 3: a lot of areas, especially with cheaper cost of living.

650
00:33:15,200 --> 00:33:19,080
Speaker 3: They have genuine innovation in a lot of their electric

651
00:33:19,120 --> 00:33:22,800
Speaker 3: car industry. They have a battery supply chain which is

652
00:33:22,880 --> 00:33:26,440
Speaker 3: heavily relied on by Tesla and other US automakers. So

653
00:33:26,840 --> 00:33:30,240
Speaker 3: they are I would put them almost fifteen twenty years

654
00:33:30,240 --> 00:33:32,640
Speaker 3: ahead of us. They also they don't have no EPA

655
00:33:32,800 --> 00:33:34,680
Speaker 3: telling them what they can and can't do. They're like,

656
00:33:34,880 --> 00:33:37,480
Speaker 3: if you can extend the range, if you need regulation,

657
00:33:37,600 --> 00:33:39,720
Speaker 3: the government is there to help you because it's an

658
00:33:39,760 --> 00:33:43,880
Speaker 3: instrument of national power and it's extraordinary. You were talking

659
00:33:43,920 --> 00:33:47,680
Speaker 3: in the intro how Americans currently have a real boomer

660
00:33:47,720 --> 00:33:52,440
Speaker 3: mindset around Chinese cars. I love electric vehicles. I'll be

661
00:33:52,480 --> 00:33:54,520
Speaker 3: totally transparent. If these weren't from China, I would buy

662
00:33:54,560 --> 00:33:58,640
Speaker 3: one in a heartbeat. They are better than any cars

663
00:33:58,960 --> 00:34:00,640
Speaker 3: that we sell here in America.

664
00:34:00,720 --> 00:34:03,360
Speaker 5: No, if they if we didn't have like just a

665
00:34:03,400 --> 00:34:04,120
Speaker 5: block on.

666
00:34:04,040 --> 00:34:06,920
Speaker 1: These tesh I would buy you. Yeah, this question, many

667
00:34:07,000 --> 00:34:07,840
Speaker 1: other country would buy.

668
00:34:07,880 --> 00:34:09,879
Speaker 5: Our domestic ev industry would be.

669
00:34:09,800 --> 00:34:11,200
Speaker 1: Dead over.

670
00:34:12,840 --> 00:34:16,520
Speaker 3: There's only a few select people who are telling Americans

671
00:34:16,520 --> 00:34:18,759
Speaker 3: and others how good these cars are. And one of

672
00:34:18,800 --> 00:34:21,399
Speaker 3: these guys who I follow is a Forest He does

673
00:34:21,480 --> 00:34:24,480
Speaker 3: Forest Auto reviews. I love the way that he does reviews.

674
00:34:24,480 --> 00:34:25,759
Speaker 3: But he's able to get his hands on a lot

675
00:34:25,800 --> 00:34:28,960
Speaker 3: of different Chinese evs. I watch like every video that

676
00:34:29,040 --> 00:34:31,480
Speaker 3: this guy does, So we thought we would put together

677
00:34:31,560 --> 00:34:34,240
Speaker 3: a mashup of some of the cars the Chinese EV's

678
00:34:34,680 --> 00:34:36,960
Speaker 3: reviews that he's done in the past. The very last

679
00:34:36,960 --> 00:34:39,640
Speaker 3: one that will show you is the actual Seagull from

680
00:34:39,680 --> 00:34:42,000
Speaker 3: BYD that we were talking about. But this is a

681
00:34:42,120 --> 00:34:45,480
Speaker 3: range of luxury ev down to the most budget model,

682
00:34:45,560 --> 00:34:47,520
Speaker 3: So you got to see here what we are missing

683
00:34:47,560 --> 00:34:47,840
Speaker 3: out on.

684
00:34:48,400 --> 00:34:49,120
Speaker 1: What is up, guys.

685
00:34:49,200 --> 00:34:53,759
Speaker 9: Right behind me is a car from China, which is

686
00:34:53,800 --> 00:34:56,920
Speaker 9: a big deal because there's currently no Chinese manufacturers in America,

687
00:34:57,040 --> 00:34:59,160
Speaker 9: which is kind of a shame because this car is

688
00:34:59,200 --> 00:35:02,520
Speaker 9: really cool. So obviously you can use your key, or

689
00:35:02,560 --> 00:35:04,720
Speaker 9: you can leave your key at home and use NFC.

690
00:35:07,040 --> 00:35:08,680
Speaker 9: This car is a plug in hybrid and on just

691
00:35:08,719 --> 00:35:10,600
Speaker 9: the battery it can do about sixty miles, which is

692
00:35:10,640 --> 00:35:12,799
Speaker 9: more than any plug in hybrid in America, and on

693
00:35:12,840 --> 00:35:14,759
Speaker 9: a full charge and a full take of gas, it

694
00:35:14,800 --> 00:35:17,960
Speaker 9: can do well over six fifty miles. If I push

695
00:35:18,000 --> 00:35:19,439
Speaker 9: the button on the side of my seat that'll fold

696
00:35:19,440 --> 00:35:21,840
Speaker 9: down my armrest. My sister heated, ventilated and massaging. I

697
00:35:21,840 --> 00:35:23,640
Speaker 9: have an area right down here for my phone, have

698
00:35:23,719 --> 00:35:25,960
Speaker 9: built in sunscreen shades. If I push this button, my

699
00:35:25,960 --> 00:35:31,399
Speaker 9: cup holder comes out and I can do this. I'm

700
00:35:31,440 --> 00:35:33,359
Speaker 9: six feet tall for reference, you can be seven feet

701
00:35:33,360 --> 00:35:34,600
Speaker 9: tall and still lounge back here.

702
00:35:34,680 --> 00:35:35,960
Speaker 1: But what if I want to watch a movie?

703
00:35:36,000 --> 00:35:38,080
Speaker 9: A TV can't fold up into the small space, but

704
00:35:38,120 --> 00:35:42,759
Speaker 9: a projector can. Yeah, this is pretty sweet. You also

705
00:35:42,840 --> 00:35:44,400
Speaker 9: get a built in fridge.

706
00:35:45,719 --> 00:35:46,160
Speaker 3: Behind me.

707
00:35:46,200 --> 00:35:49,800
Speaker 9: Is what eighty four hundred dollars can get you in China.

708
00:35:50,040 --> 00:35:52,239
Speaker 9: This is the Wooling Bingo. It's a tiny four door

709
00:35:52,239 --> 00:35:54,200
Speaker 9: ev It starts at eighty four hundred dollars, but even

710
00:35:54,239 --> 00:35:56,480
Speaker 9: fully loaded, it's only twelve thousand dollars if you get

711
00:35:56,480 --> 00:35:59,200
Speaker 9: full led lights, these tiny cute wheels, and it can

712
00:35:59,239 --> 00:36:01,160
Speaker 9: do two hundred and fifty on a pool charge. You

713
00:36:01,239 --> 00:36:02,560
Speaker 9: also get a lot of space in the trunk.

714
00:36:03,040 --> 00:36:04,680
Speaker 3: You guys see what I'm talking about. I mean, look,

715
00:36:04,719 --> 00:36:07,000
Speaker 3: let's be honest. These cars are sick. There's other ones

716
00:36:07,040 --> 00:36:10,600
Speaker 3: not even BYD I can't pronounce them, but the self

717
00:36:10,640 --> 00:36:14,360
Speaker 3: driving tech the lounge, and they retail for like sixty

718
00:36:14,480 --> 00:36:15,360
Speaker 3: thousand dollars.

719
00:36:15,800 --> 00:36:17,560
Speaker 1: There are several there are several.

720
00:36:17,320 --> 00:36:21,319
Speaker 3: Like Japanese similarities, not evs per se, but Lexus and

721
00:36:21,600 --> 00:36:24,759
Speaker 3: Toyota models that are only available in Japan. But they're

722
00:36:24,800 --> 00:36:28,080
Speaker 3: not sending their best over here. But I wanted people

723
00:36:28,120 --> 00:36:31,120
Speaker 3: to understand this because the rest of the globe has

724
00:36:31,239 --> 00:36:34,560
Speaker 3: access to BYD and they like it. And this is

725
00:36:34,600 --> 00:36:39,440
Speaker 3: one of the most extraordinary differences. Now because Tesla obviously

726
00:36:39,560 --> 00:36:44,040
Speaker 3: is probably the most successful auto startup of all time

727
00:36:44,160 --> 00:36:46,920
Speaker 3: in the United States, it is currently the crown jewel

728
00:36:47,000 --> 00:36:50,759
Speaker 3: of the American EV industry, obviously Elon and all of

729
00:36:50,840 --> 00:36:53,120
Speaker 3: that removed. It's one of the top sellers of cars

730
00:36:53,120 --> 00:36:55,799
Speaker 3: almost every state in the United States. I believe the

731
00:36:55,840 --> 00:36:58,200
Speaker 3: Tesla Model three or the Model Y was one of

732
00:36:58,239 --> 00:37:02,279
Speaker 3: the top sellers in the state of California. We've done

733
00:37:02,280 --> 00:37:05,839
Speaker 3: a lot of bets through the IRA Industrial Policy on this, saying, oh,

734
00:37:05,880 --> 00:37:08,120
Speaker 3: we're going to try and compete, but the truth is

735
00:37:08,160 --> 00:37:10,480
Speaker 3: it's like we are getting our asses kicked at a

736
00:37:10,600 --> 00:37:14,400
Speaker 3: very structural level. You can see here clearly how even

737
00:37:14,520 --> 00:37:17,520
Speaker 3: just four years ago that the United States and China

738
00:37:17,760 --> 00:37:20,520
Speaker 3: were roughly tied in terms of the.

739
00:37:20,400 --> 00:37:22,160
Speaker 1: Car exports to the rest of the world.

740
00:37:22,239 --> 00:37:25,000
Speaker 3: Well, in the last four years they've gone stratospheric and

741
00:37:25,040 --> 00:37:27,840
Speaker 3: now they have more cars exported to the rest of

742
00:37:27,880 --> 00:37:31,000
Speaker 3: the world than Japan, Mexico, Germany, South Korea, and the

743
00:37:31,080 --> 00:37:34,000
Speaker 3: United States. So there has been a massive shift in

744
00:37:34,040 --> 00:37:37,279
Speaker 3: the way that the Chinese car exports have become a

745
00:37:37,400 --> 00:37:40,640
Speaker 3: central part of their ability to trade with the rest

746
00:37:40,680 --> 00:37:43,520
Speaker 3: of the world. And this goes to the central heart

747
00:37:43,640 --> 00:37:47,080
Speaker 3: of the problem between the US economy and the Chinese economy.

748
00:37:47,280 --> 00:37:50,400
Speaker 1: They build shit, and they do it well.

749
00:37:50,640 --> 00:37:55,560
Speaker 3: Their government policy is all organized around finding people like

750
00:37:55,600 --> 00:37:58,120
Speaker 3: the bid CEO and being like, what do you need.

751
00:37:58,200 --> 00:37:59,800
Speaker 1: You need a supply chain, We'll build it for you.

752
00:37:59,880 --> 00:38:03,480
Speaker 3: Oh, you need expedited approval and market share and all

753
00:38:03,480 --> 00:38:07,200
Speaker 3: of this industrial capacity done and five ten years ago,

754
00:38:07,440 --> 00:38:08,919
Speaker 3: or actually even twenty years ago, a lot of people

755
00:38:08,920 --> 00:38:12,879
Speaker 3: didn't believe. Charlie munger Our, a famous investor. He said

756
00:38:12,920 --> 00:38:15,080
Speaker 3: that the bid CEO is one of the smartest people

757
00:38:15,080 --> 00:38:17,160
Speaker 3: who we ever met in his entire life, and that

758
00:38:17,200 --> 00:38:19,200
Speaker 3: if he could have bet more on the company, that

759
00:38:19,280 --> 00:38:21,319
Speaker 3: he would have. I listened to the last interview that

760
00:38:21,360 --> 00:38:25,000
Speaker 3: he ever gave with acquired. Highly recommend it if you can,

761
00:38:25,080 --> 00:38:27,759
Speaker 3: but just to give people an example of how they

762
00:38:27,800 --> 00:38:32,040
Speaker 3: back their critical entrepreneurs who make stuff in the physical world,

763
00:38:32,280 --> 00:38:36,440
Speaker 3: and the payoff on their technology is that by getting

764
00:38:36,480 --> 00:38:39,280
Speaker 3: ten fifteen years ahead of US, they are now exponentially

765
00:38:39,320 --> 00:38:42,520
Speaker 3: in just four years topping the United States even Japan

766
00:38:42,680 --> 00:38:46,360
Speaker 3: in terms of the number of net exports. Without export control,

767
00:38:46,680 --> 00:38:52,279
Speaker 3: it's over. It's over in terms of electric vehicles. Now,

768
00:38:52,560 --> 00:38:54,200
Speaker 3: maybe we can catch up. You know, you've got to

769
00:38:54,239 --> 00:38:57,440
Speaker 3: bias ten fifteen years. But we don't control the European Union,

770
00:38:57,480 --> 00:39:00,759
Speaker 3: you know, we don't control the export law of a

771
00:39:00,840 --> 00:39:03,520
Speaker 3: huge number of US allies. And what are the most

772
00:39:03,560 --> 00:39:06,440
Speaker 3: what is the most revealed preference of all time across

773
00:39:06,480 --> 00:39:09,360
Speaker 3: the world. Consumers want what good products at cheap prices,

774
00:39:09,400 --> 00:39:11,080
Speaker 3: and if you give them the option, they're going to

775
00:39:11,120 --> 00:39:13,200
Speaker 3: buy it. So this is an existential problem that we

776
00:39:13,280 --> 00:39:16,960
Speaker 3: have and their ability to compete to offer full self

777
00:39:17,040 --> 00:39:19,440
Speaker 3: driving for free on a ten thousand dollars car in

778
00:39:19,520 --> 00:39:21,959
Speaker 3: the US, we buy a Tesla, you want full self driving,

779
00:39:22,000 --> 00:39:23,480
Speaker 3: either pay have to one hundred dollars a month or

780
00:39:23,520 --> 00:39:26,800
Speaker 3: eight thousand bucks up front, eight thousand bucks for the software,

781
00:39:26,920 --> 00:39:30,080
Speaker 3: which is roughly what twenty percent less than the price

782
00:39:30,120 --> 00:39:33,120
Speaker 3: of the car in China. So that's what we're dealing

783
00:39:33,160 --> 00:39:33,560
Speaker 3: with here.

784
00:39:33,800 --> 00:39:33,920
Speaker 4: Now.

785
00:39:33,960 --> 00:39:36,680
Speaker 3: Obviously it's a tiny little hatchback, but still, I mean,

786
00:39:36,800 --> 00:39:38,680
Speaker 3: what's a Toyota camera go for these days?

787
00:39:38,840 --> 00:39:42,040
Speaker 1: Twenty probably thirty thousand dollars. I'm guessing here, I'll look

788
00:39:42,040 --> 00:39:43,120
Speaker 1: it up while you react.

789
00:39:43,160 --> 00:39:45,480
Speaker 2: Well, I was going to say, you know, a part

790
00:39:45,560 --> 00:39:49,080
Speaker 2: of why they have so many exports of their vehicles

791
00:39:49,680 --> 00:39:53,120
Speaker 2: is there's been a huge shift which has been incentivized

792
00:39:53,120 --> 00:39:56,600
Speaker 2: by the federal by the government in China towards electric

793
00:39:56,760 --> 00:40:00,000
Speaker 2: vehicles and plug in hybrids. So half of the new

794
00:40:00,160 --> 00:40:02,920
Speaker 2: vehicles bought in China now are either evs or their

795
00:40:02,960 --> 00:40:05,560
Speaker 2: plug in hybrids. So now they have all of these

796
00:40:05,719 --> 00:40:10,200
Speaker 2: traditional gas powered vehicles that don't really Chinese consumers no

797
00:40:10,239 --> 00:40:12,799
Speaker 2: longer really want. And so that's a lot of what

798
00:40:12,960 --> 00:40:17,240
Speaker 2: is being offloaded into Europe and other places around the world,

799
00:40:17,280 --> 00:40:19,080
Speaker 2: and has been very popular in the Middle East, very

800
00:40:19,080 --> 00:40:23,280
Speaker 2: popular in like Latin America because they're so like cost efficient.

801
00:40:23,680 --> 00:40:26,160
Speaker 2: But I think the piece about the differences between the

802
00:40:26,200 --> 00:40:29,920
Speaker 2: economies is really important because they did fifteen years ago

803
00:40:30,280 --> 00:40:35,120
Speaker 2: they identified that a particular Chinese premiere who identified evs

804
00:40:35,239 --> 00:40:39,600
Speaker 2: as one of their highest priorities, and they invested a

805
00:40:39,640 --> 00:40:42,400
Speaker 2: lot of money into it and they you know, also,

806
00:40:42,480 --> 00:40:46,000
Speaker 2: this actually does touch on the USAID discussion as well,

807
00:40:46,400 --> 00:40:51,120
Speaker 2: because China's Mountain Roade initiative, part of their effort of

808
00:40:51,160 --> 00:40:54,840
Speaker 2: projecting soft power and building goodwill around the world, was

809
00:40:54,880 --> 00:40:59,640
Speaker 2: about establishing these supply chains, specifically for EV batteries, and

810
00:40:59,800 --> 00:41:03,160
Speaker 2: they have done a tremendous job in locking up a

811
00:41:03,200 --> 00:41:08,040
Speaker 2: lot of those mineral resources. USAID, as Senator Chris who

812
00:41:08,280 --> 00:41:10,000
Speaker 2: was a Chris Murphy, I think that kind of let

813
00:41:10,000 --> 00:41:11,120
Speaker 2: the cat on the bag about.

814
00:41:10,920 --> 00:41:12,760
Speaker 5: What USAID is actually about.

815
00:41:12,800 --> 00:41:14,920
Speaker 2: Like one of the things that he name checked was

816
00:41:14,960 --> 00:41:19,560
Speaker 2: securing rare earth minerals around the world, and he's right

817
00:41:19,600 --> 00:41:21,560
Speaker 2: about that. I mean, that is part of the goal

818
00:41:21,640 --> 00:41:25,960
Speaker 2: of USAID. So you know, for example, the HIV program

819
00:41:26,120 --> 00:41:28,719
Speaker 2: that pet far that has been in place since the

820
00:41:28,760 --> 00:41:29,200
Speaker 2: George W.

821
00:41:29,280 --> 00:41:30,200
Speaker 5: Bush administration.

822
00:41:30,760 --> 00:41:33,840
Speaker 2: One of the countries where it has been incredibly important

823
00:41:34,000 --> 00:41:37,759
Speaker 2: and been a genuine lifeline for people is Zambia. Well,

824
00:41:37,880 --> 00:41:40,600
Speaker 2: Zambia had a huge problem with HIV and AIDS. It's

825
00:41:40,640 --> 00:41:42,880
Speaker 2: in a much better place now because of the investments

826
00:41:42,920 --> 00:41:45,839
Speaker 2: that we made there. But also Zambia happens to have

827
00:41:46,000 --> 00:41:49,600
Speaker 2: a lot of minds of things like cobalt, and we

828
00:41:49,760 --> 00:41:52,440
Speaker 2: have invested a lot of money and been able to

829
00:41:52,440 --> 00:41:56,320
Speaker 2: have those partnerships in Zambia of securing those rare earth materials,

830
00:41:56,320 --> 00:42:00,479
Speaker 2: as Chris Murphy said, in part because of the more

831
00:42:00,560 --> 00:42:04,040
Speaker 2: sort of like you know, humanitarian investments that we made

832
00:42:04,120 --> 00:42:06,279
Speaker 2: in the country. So when we talk about just to

833
00:42:06,320 --> 00:42:08,960
Speaker 2: give this is like a real world example of when

834
00:42:08,960 --> 00:42:11,720
Speaker 2: we say soft power projection. I know that can sound

835
00:42:11,840 --> 00:42:15,160
Speaker 2: very abstract. That's the sort of thing that we're talking about.

836
00:42:15,520 --> 00:42:18,680
Speaker 2: And that's what China has really accomplished with their Belt

837
00:42:18,680 --> 00:42:21,520
Speaker 2: and Rote initiative very very effectively.

838
00:42:21,880 --> 00:42:23,440
Speaker 5: But because they.

839
00:42:23,280 --> 00:42:28,520
Speaker 2: Have been so much more intentional about their industrial policy

840
00:42:29,080 --> 00:42:31,839
Speaker 2: and really got you know, while we were still in

841
00:42:31,960 --> 00:42:35,920
Speaker 2: full on neoliberal mode and industrial policy was like and

842
00:42:36,040 --> 00:42:40,040
Speaker 2: tariffs were like a dirty word, they were planning for

843
00:42:40,360 --> 00:42:42,520
Speaker 2: what the industries of the future would be and where

844
00:42:42,520 --> 00:42:45,520
Speaker 2: they wanted to lead. And now with BYD we see

845
00:42:45,560 --> 00:42:47,480
Speaker 2: the way that that has really paid off for them.

846
00:42:47,719 --> 00:42:48,120
Speaker 1: Shocking.

847
00:42:48,160 --> 00:42:50,080
Speaker 3: I mean, you know, eight to nine percent of new

848
00:42:50,080 --> 00:42:52,319
Speaker 3: car sales in the European Union as of early twenty

849
00:42:52,400 --> 00:42:55,080
Speaker 3: twenty four, according to Claude, are made in China eight

850
00:42:55,080 --> 00:42:58,080
Speaker 3: to nine percent. This is after a thirty nine percent

851
00:42:58,160 --> 00:43:00,799
Speaker 3: increase from just the year twenty two twenty three, So

852
00:43:01,120 --> 00:43:04,680
Speaker 3: in a four year period, they are gobbling up European

853
00:43:04,920 --> 00:43:08,040
Speaker 3: car market share. And like I said, I mean their

854
00:43:08,120 --> 00:43:12,160
Speaker 3: ability to compete in the supply chain. Compare those BYD

855
00:43:12,280 --> 00:43:14,920
Speaker 3: vehicles to a Rivian look no offense.

856
00:43:15,040 --> 00:43:16,560
Speaker 1: I think Rivians look cool.

857
00:43:16,640 --> 00:43:19,160
Speaker 3: They cost like eighty thousand dollars and they go like

858
00:43:19,200 --> 00:43:23,160
Speaker 3: two hundred miles and if you get into looked really,

859
00:43:23,560 --> 00:43:24,800
Speaker 3: I think, though I like the look.

860
00:43:24,600 --> 00:43:26,719
Speaker 2: Of you, you have more of an affinity for these,

861
00:43:26,760 --> 00:43:27,640
Speaker 2: Like futurists, I do.

862
00:43:27,760 --> 00:43:28,399
Speaker 1: I'm not a fan.

863
00:43:28,480 --> 00:43:30,600
Speaker 2: I'm the cyber truck. I think it's the I like both.

864
00:43:30,719 --> 00:43:33,239
Speaker 3: I like futuristic stuff. I really love retro stuff. So

865
00:43:33,280 --> 00:43:35,360
Speaker 3: stuff like a Ford Bronco Yeah old.

866
00:43:35,239 --> 00:43:36,920
Speaker 5: Yeah, those are qu that I'm down with.

867
00:43:37,200 --> 00:43:40,480
Speaker 3: But yeah, I mean Rivian fine a it's a hot

868
00:43:40,480 --> 00:43:42,879
Speaker 3: selling car. People really like them, but they're paying eighty

869
00:43:42,880 --> 00:43:45,279
Speaker 3: thousand bucks for it. Okay, in China, if you pay

870
00:43:45,280 --> 00:43:47,600
Speaker 3: eighty thousand dollars for ev it's gonna be like that

871
00:43:47,680 --> 00:43:50,440
Speaker 3: Projector car. It's gonna have two recliners in the backseat

872
00:43:50,600 --> 00:43:51,960
Speaker 3: and a nice little tray where you can.

873
00:43:51,920 --> 00:43:54,600
Speaker 5: Eat hotfrigerator with built in chopsticks.

874
00:43:54,800 --> 00:43:56,680
Speaker 3: If you want a car like that here in America,

875
00:43:56,800 --> 00:43:59,000
Speaker 3: you're gonna pay two hundred grand, and you probably still

876
00:43:59,000 --> 00:44:01,440
Speaker 3: won't even be able to You still won't even get

877
00:44:01,480 --> 00:44:03,800
Speaker 3: half of the features that are inside of it. That's

878
00:44:03,920 --> 00:44:07,200
Speaker 3: the stakes of what we're talking about. So I'm worried.

879
00:44:07,280 --> 00:44:10,280
Speaker 3: I don't see any indication that we're going to get

880
00:44:10,400 --> 00:44:12,680
Speaker 3: our act together. One thing the Chinese do, which I

881
00:44:12,680 --> 00:44:15,840
Speaker 3: think is amazing, is they have these gas generator evs,

882
00:44:15,880 --> 00:44:18,200
Speaker 3: which is just a plug in hybrid or kind of

883
00:44:18,280 --> 00:44:19,200
Speaker 3: equivalent where.

884
00:44:19,040 --> 00:44:21,560
Speaker 1: They have an eight hundred mile range.

885
00:44:21,280 --> 00:44:23,920
Speaker 3: Where you have a gas generator on top of an

886
00:44:23,960 --> 00:44:26,440
Speaker 3: EV battery that has a three hundred miles I mean,

887
00:44:26,440 --> 00:44:29,319
Speaker 3: that would be incredibly useful. It basically makes it so

888
00:44:29,360 --> 00:44:31,799
Speaker 3: that you can have hybrid systems where you can fill

889
00:44:31,880 --> 00:44:33,960
Speaker 3: gas and a supercharger network.

890
00:44:34,000 --> 00:44:35,799
Speaker 1: Stuff like that doesn't even exist here. Yeah, you know,

891
00:44:35,880 --> 00:44:38,360
Speaker 1: are plug in. What's the best plug in hybrid in America?

892
00:44:38,440 --> 00:44:41,200
Speaker 3: I'm trying to think probably a Toyota Rav four if

893
00:44:41,239 --> 00:44:43,759
Speaker 3: I had to gas. In terms of affordability, I don't

894
00:44:43,800 --> 00:44:46,239
Speaker 3: think that thing goes more than like forty miles on

895
00:44:46,280 --> 00:44:48,600
Speaker 3: a range. So just think about the difference that we

896
00:44:48,680 --> 00:44:51,360
Speaker 3: have in terms of what accent and we pay more

897
00:44:51,480 --> 00:44:52,360
Speaker 3: than their cars.

898
00:44:52,440 --> 00:44:54,680
Speaker 1: Yeah, not to mention insurance and all this other bullshit.

899
00:44:54,800 --> 00:44:57,040
Speaker 2: Well, and I mean Trump has made it quite clear

900
00:44:57,120 --> 00:44:59,640
Speaker 2: that any sort of EV support you know, that was

901
00:44:59,680 --> 00:45:02,839
Speaker 2: previous provided under the Biden administration, he wants to roll back.

902
00:45:02,880 --> 00:45:05,680
Speaker 2: I know they've specifically stripped the funding from the program

903
00:45:05,760 --> 00:45:08,440
Speaker 2: to build out the charger network, which obviously makes it

904
00:45:08,560 --> 00:45:11,319
Speaker 2: much more feasible for regular people to be able to

905
00:45:11,480 --> 00:45:15,400
Speaker 2: have evs, and you know, also helps to provide a

906
00:45:15,440 --> 00:45:19,000
Speaker 2: market for domestic EV producers. So it's the opposite of

907
00:45:19,000 --> 00:45:21,839
Speaker 2: a priority from the Trump administration. So I don't see

908
00:45:21,840 --> 00:45:24,319
Speaker 2: any indication why we would catch up at that day.

909
00:45:24,520 --> 00:45:26,440
Speaker 3: Honestly, maybe it's the right thing to do, because like

910
00:45:26,440 --> 00:45:28,200
Speaker 3: why should we even compete at this point. It's like,

911
00:45:28,320 --> 00:45:31,120
Speaker 3: let's just buy gas vehicles and like that's all we're

912
00:45:31,160 --> 00:45:33,400
Speaker 3: really good at. We pump a lot of gas because

913
00:45:33,440 --> 00:45:36,920
Speaker 3: they have so clearly cleaned the They has so clearly

914
00:45:37,000 --> 00:45:41,400
Speaker 3: gotten ahead on this that without direct investment now we

915
00:45:41,440 --> 00:45:42,319
Speaker 3: wouldn't even be able to.

916
00:45:42,280 --> 00:45:43,880
Speaker 1: Compete for a decade.

917
00:45:43,960 --> 00:45:45,920
Speaker 3: I still just can't get over that chart of the

918
00:45:46,080 --> 00:45:49,279
Speaker 3: four year period of their ability to an export. It's insane.

919
00:45:49,719 --> 00:45:52,279
Speaker 3: So look, you know I've said it before. People think

920
00:45:52,280 --> 00:45:55,399
Speaker 3: I hate China or it's like, no, I respect them.

921
00:45:56,239 --> 00:45:58,960
Speaker 3: That's in terms of my criticism of a marriag. It's

922
00:45:58,960 --> 00:46:02,400
Speaker 3: that we have we don't even come close in so

923
00:46:02,520 --> 00:46:06,520
Speaker 3: many areas of their ability to think strategically, to think

924
00:46:06,600 --> 00:46:09,440
Speaker 3: long term, to develop an industry if they want to.

925
00:46:10,040 --> 00:46:12,560
Speaker 3: You know, even the deep Seek idea is what is,

926
00:46:12,760 --> 00:46:13,560
Speaker 3: let's do the same.

927
00:46:13,400 --> 00:46:14,240
Speaker 1: Thing for cheaper.

928
00:46:14,600 --> 00:46:17,239
Speaker 3: You know, you can't help respect a lot of competition,

929
00:46:17,320 --> 00:46:18,480
Speaker 3: even if it makes you look foolish.

930
00:46:18,520 --> 00:46:20,880
Speaker 2: I mean, I also think it was so and maybe

931
00:46:20,880 --> 00:46:24,040
Speaker 2: this is a sort of overemphasize part of the Deep

932
00:46:24,040 --> 00:46:26,719
Speaker 2: Seek story, but the fact that the Chinese government was like,

933
00:46:26,760 --> 00:46:29,040
Speaker 2: we don't want our smart, best and brightest going into

934
00:46:29,040 --> 00:46:31,040
Speaker 2: the financial sector. We don't want them to just be

935
00:46:31,160 --> 00:46:33,600
Speaker 2: like financial speculators. Oh and by the way, they're like,

936
00:46:33,640 --> 00:46:35,520
Speaker 2: we're not crypto, we're not doing that shit.

937
00:46:35,680 --> 00:46:37,319
Speaker 5: Well, we're not doing that shit.

938
00:46:37,400 --> 00:46:38,920
Speaker 1: That's the Indians too. They also hate.

939
00:46:38,960 --> 00:46:41,920
Speaker 2: They're smart because I mean, because yeah, we're funneling like

940
00:46:41,960 --> 00:46:44,440
Speaker 2: some of our brightest talent into these just like brazen

941
00:46:44,480 --> 00:46:48,160
Speaker 2: Ponzi schemes and crypto and financial engineering on Wall Street

942
00:46:48,239 --> 00:46:50,040
Speaker 2: is like the war refriend version of that. We're like,

943
00:46:50,120 --> 00:46:53,000
Speaker 2: you know, they were like, we're not really interested in

944
00:46:53,000 --> 00:46:55,680
Speaker 2: doing that. We're going to cut the salaries for well

945
00:46:55,920 --> 00:47:00,440
Speaker 2: financial type jobs and you know, push our best and

946
00:47:00,480 --> 00:47:04,880
Speaker 2: brightest graduates into research and technology, whether it's AI or

947
00:47:04,920 --> 00:47:08,080
Speaker 2: whether it's eed, battery development, et cetera. And that also

948
00:47:08,239 --> 00:47:10,799
Speaker 2: is an important component of this, is like you know,

949
00:47:10,880 --> 00:47:13,520
Speaker 2: where do your where do your best minds, your best

950
00:47:13,520 --> 00:47:17,520
Speaker 2: technical minds, where do they go? And in the US

951
00:47:17,560 --> 00:47:20,680
Speaker 2: oftentimes it's Hey McKinsey, it's.

952
00:47:20,520 --> 00:47:22,880
Speaker 5: Wall Street, it's Goldman. Yeah.

953
00:47:22,920 --> 00:47:27,480
Speaker 2: Absolutely, you know who's going to fix these problems, Saga

954
00:47:27,880 --> 00:47:28,960
Speaker 2: President Stephen A.

955
00:47:29,080 --> 00:47:33,280
Speaker 5: Smith. You can do worse. You can definitely told.

956
00:47:33,160 --> 00:47:34,960
Speaker 1: You he's against weed. I'm pro Stephen.

957
00:47:35,200 --> 00:47:37,319
Speaker 3: Is he really his stay off the wied It's one

958
00:47:37,360 --> 00:47:40,640
Speaker 3: of the most famous clips. I don't even know about, sir, Yeah,

959
00:47:40,680 --> 00:47:43,440
Speaker 3: I guess you should have. Yeah, well, thank you, Stephen.

960
00:47:43,560 --> 00:47:44,520
Speaker 5: In any case, being.

961
00:47:44,360 --> 00:47:46,640
Speaker 1: Against the dangers of the neurotoxin cannabis.

962
00:47:46,680 --> 00:47:50,239
Speaker 2: Sensing a dearth of talent on the Democratic side, Stephen A.

963
00:47:50,320 --> 00:47:51,800
Speaker 5: Smith is floating.

964
00:47:51,400 --> 00:47:55,160
Speaker 2: The idea maybe he'll take a run at the presidency

965
00:47:55,320 --> 00:47:56,840
Speaker 2: the next time around. Let's take a listen to what

966
00:47:56,880 --> 00:47:57,560
Speaker 2: he's had to say.

967
00:47:57,760 --> 00:47:58,720
Speaker 10: I'm trying to help.

968
00:48:00,760 --> 00:48:02,600
Speaker 11: I don't want you to see you get your ass

969
00:48:02,680 --> 00:48:03,680
Speaker 11: kicked in another election.

970
00:48:04,000 --> 00:48:05,960
Speaker 1: I don't want to see you losing the mid terms.

971
00:48:06,120 --> 00:48:08,080
Speaker 11: I don't want to see you lose four years from

972
00:48:08,120 --> 00:48:11,960
Speaker 11: now in advance with JD. Vance or Marco Rubio or

973
00:48:12,000 --> 00:48:15,640
Speaker 11: somebody being the next president of the United States just

974
00:48:15,760 --> 00:48:19,600
Speaker 11: because they're opposite you. I want the best candidate for

975
00:48:19,640 --> 00:48:25,520
Speaker 11: the country to win. That cannot happen. That can't happen

976
00:48:26,520 --> 00:48:27,680
Speaker 11: if you have no voice.

977
00:48:28,600 --> 00:48:31,120
Speaker 10: And what I was just trying to make a profound point,

978
00:48:31,200 --> 00:48:33,920
Speaker 10: and that is that I think the Democratic Party in

979
00:48:33,960 --> 00:48:36,200
Speaker 10: the city, in the state that they find themselves in,

980
00:48:36,560 --> 00:48:37,719
Speaker 10: I think somebody like me.

981
00:48:37,719 --> 00:48:38,480
Speaker 1: Could actually win.

982
00:48:38,560 --> 00:48:40,239
Speaker 10: I certainly think that I could beat any of those

983
00:48:40,239 --> 00:48:41,880
Speaker 10: candidates that you put on the screen. I can tell

984
00:48:41,880 --> 00:48:43,640
Speaker 10: you that right now. I certainly think if I was

985
00:48:43,719 --> 00:48:46,239
Speaker 10: running up against somebody like you, I would win that

986
00:48:46,400 --> 00:48:49,160
Speaker 10: race too. So when you think about the candidates that

987
00:48:49,239 --> 00:48:51,920
Speaker 10: you possibly go to, you, why don't you run for

988
00:48:52,000 --> 00:48:52,920
Speaker 10: some sort of office?

989
00:48:52,920 --> 00:48:53,839
Speaker 1: I think you'd be great.

990
00:48:53,880 --> 00:48:57,719
Speaker 10: You'd have my vote, please answer huge fan peace of love.

991
00:48:58,760 --> 00:49:00,920
Speaker 10: First of all, the only because I would ever be

992
00:49:01,080 --> 00:49:04,760
Speaker 10: interested in is the presidency of the United States.

993
00:49:05,320 --> 00:49:05,759
Speaker 11: That's it.

994
00:49:06,320 --> 00:49:10,760
Speaker 10: I wouldn't be interested in being a governor, a mayor,

995
00:49:10,800 --> 00:49:14,160
Speaker 10: a senator, damn sure, not a congressman. I don't want

996
00:49:14,160 --> 00:49:16,799
Speaker 10: to be one of four hundred and thirty five. I

997
00:49:16,840 --> 00:49:18,879
Speaker 10: don't think I would be a very good campaigner because

998
00:49:18,880 --> 00:49:20,520
Speaker 10: I ain't the greatest in the world that as shaking

999
00:49:20,560 --> 00:49:23,360
Speaker 10: hands and kissing babies. But I know i'd make decisions

1000
00:49:23,360 --> 00:49:26,160
Speaker 10: and I wouldn't hesitate. We gonna do business in the

1001
00:49:26,239 --> 00:49:28,680
Speaker 10: United States. Businesses ain't gonna be scared to open their

1002
00:49:28,680 --> 00:49:30,440
Speaker 10: doors and only let two or three people in out

1003
00:49:30,440 --> 00:49:33,000
Speaker 10: of time because somebody gonna get ribbed. Oh hell no,

1004
00:49:33,000 --> 00:49:33,920
Speaker 10: not under my watch.

1005
00:49:34,360 --> 00:49:36,799
Speaker 2: So I have consumed a lot of Stephen A. Smith

1006
00:49:36,840 --> 00:49:40,200
Speaker 2: over the past number of years because Kyle loves this guy. Yes,

1007
00:49:40,400 --> 00:49:44,040
Speaker 2: even though his politics are very centristy. Leftists are sharing

1008
00:49:44,080 --> 00:49:46,040
Speaker 2: a tweet that he put out years ago where it

1009
00:49:46,160 --> 00:49:49,239
Speaker 2: was like, listen to Bernie Sanders and he's exactly right

1010
00:49:49,239 --> 00:49:51,719
Speaker 2: about everything. To be like, oh maybe maybe, but I mean,

1011
00:49:51,719 --> 00:49:55,120
Speaker 2: we know his politics are very like nor me always

1012
00:49:55,160 --> 00:49:57,440
Speaker 2: hewing to the center. He's real buddy buddy with Sean

1013
00:49:57,520 --> 00:50:00,799
Speaker 2: Hannity loves this, you know, loves him, loves the like

1014
00:50:01,120 --> 00:50:05,760
Speaker 2: the whole mantra of bipartisan sort of norms, et cetera.

1015
00:50:06,080 --> 00:50:10,400
Speaker 2: But he is at least charismatic. He is at least charismatic.

1016
00:50:10,560 --> 00:50:13,919
Speaker 2: He's at least unafraid of like he's not afraid of controversy.

1017
00:50:14,200 --> 00:50:17,040
Speaker 2: He's not afraid of, you know, actually saying what he

1018
00:50:17,120 --> 00:50:18,480
Speaker 2: thinks and stating it in.

1019
00:50:18,440 --> 00:50:19,880
Speaker 5: A clear and unequivocal manner.

1020
00:50:20,200 --> 00:50:23,560
Speaker 2: And I think in terms of putting aside my own

1021
00:50:23,640 --> 00:50:27,600
Speaker 2: like political ideological project, I think so much of the discussion,

1022
00:50:28,440 --> 00:50:30,880
Speaker 2: especially after this loss, about like, oh, how does this

1023
00:50:30,920 --> 00:50:33,120
Speaker 2: issue pull and that issue pull? And maybe they should have,

1024
00:50:33,239 --> 00:50:34,960
Speaker 2: you know, set a little bit more about this. They're

1025
00:50:34,960 --> 00:50:37,040
Speaker 2: setup a little bit more about that based on the polling,

1026
00:50:37,040 --> 00:50:39,400
Speaker 2: et cetera, et cetera. I really think one of the

1027
00:50:39,440 --> 00:50:42,320
Speaker 2: core issues for Democrats is just a lack of someone

1028
00:50:42,320 --> 00:50:47,680
Speaker 2: who is compelling, who will say something brash, defend it,

1029
00:50:48,040 --> 00:50:51,840
Speaker 2: be unafraid, not be you know, a shrinking violet and

1030
00:50:51,920 --> 00:50:54,640
Speaker 2: running from every controversy, who could certainly go on any

1031
00:50:54,640 --> 00:50:57,200
Speaker 2: podcast Stephen A. Smith could and make his case and

1032
00:50:57,239 --> 00:51:00,040
Speaker 2: be comfortable and be likable and all those sorts of things. Like,

1033
00:51:00,480 --> 00:51:02,920
Speaker 2: if Democrats want to win again, they do need to

1034
00:51:02,960 --> 00:51:05,280
Speaker 2: look for a character who is like Stephen A. Smith,

1035
00:51:05,280 --> 00:51:07,120
Speaker 2: and just in terms of winning again, not in terms

1036
00:51:07,160 --> 00:51:09,520
Speaker 2: of what I want to see ideologically happen, just in

1037
00:51:09,640 --> 00:51:13,239
Speaker 2: terms of winning. That is very much the direction that

1038
00:51:13,280 --> 00:51:16,520
Speaker 2: they need to pursue, more so than any of the

1039
00:51:16,640 --> 00:51:19,960
Speaker 2: like poll tested adjusting themselves on this issue or that issue.

1040
00:51:20,040 --> 00:51:22,799
Speaker 3: Yeah, it gets to a vibe question. I think that's

1041
00:51:23,040 --> 00:51:27,880
Speaker 3: objectively true. It's like willingness to fight. Remember what was

1042
00:51:27,920 --> 00:51:32,360
Speaker 3: the top word that people that people associated with the

1043
00:51:32,360 --> 00:51:35,960
Speaker 3: first weeks of the Trump administration. Energetic, Right, that's a

1044
00:51:35,960 --> 00:51:38,760
Speaker 3: real part of it. I mean people have made fun before,

1045
00:51:38,800 --> 00:51:40,880
Speaker 3: but I've talked about how so much of the Kennedy

1046
00:51:40,920 --> 00:51:44,399
Speaker 3: presidency was just described by vigor Viga, as they used

1047
00:51:44,400 --> 00:51:46,960
Speaker 3: to say at the time, as people were just amazed

1048
00:51:47,000 --> 00:51:49,880
Speaker 3: after he had the sixty year old President Eisenhower, who

1049
00:51:49,960 --> 00:51:51,759
Speaker 3: was like golfing all the time, as this like forty

1050
00:51:51,800 --> 00:51:53,719
Speaker 3: year old young guy turned out to be on meth

1051
00:51:53,920 --> 00:51:56,640
Speaker 3: who is currently you know, he's just everywhere, he's always

1052
00:51:56,920 --> 00:51:59,840
Speaker 3: appeared young and vibrant, you know, in front of the camera,

1053
00:51:59,920 --> 00:52:03,040
Speaker 3: and that's really appealing to a lot of people. And

1054
00:52:03,040 --> 00:52:06,120
Speaker 3: that gets to the vibe of Donald Trump. I mean,

1055
00:52:06,120 --> 00:52:09,359
Speaker 3: there is something genuinely astounding about Trump in a certain

1056
00:52:09,400 --> 00:52:11,680
Speaker 3: way where you have a nearly eighty year old man

1057
00:52:11,840 --> 00:52:14,960
Speaker 3: who sleeps four hours a night, impervious to the shittiest

1058
00:52:14,960 --> 00:52:17,400
Speaker 3: diet that would put most people on in the hospital.

1059
00:52:17,600 --> 00:52:20,440
Speaker 3: And it's like, in a certain way he is indestructible.

1060
00:52:20,880 --> 00:52:23,640
Speaker 3: Something that you read a lot about in every presidential

1061
00:52:23,680 --> 00:52:27,320
Speaker 3: biography is some version of they were just built different.

1062
00:52:27,560 --> 00:52:30,960
Speaker 3: And I think what Stephen A. Smith has similarly with

1063
00:52:31,000 --> 00:52:33,719
Speaker 3: Trump and others, is what does this guy obviously love.

1064
00:52:33,719 --> 00:52:36,000
Speaker 3: He's got plenty of money, all of us, so he

1065
00:52:36,200 --> 00:52:39,839
Speaker 3: likes attention, He enjoys he knows the game, and so

1066
00:52:40,440 --> 00:52:44,200
Speaker 3: that there's inside all these politicians to give up all

1067
00:52:44,239 --> 00:52:46,319
Speaker 3: your time with your family and all the bullshit that

1068
00:52:46,320 --> 00:52:50,600
Speaker 3: comes with this, you need a black hole that is

1069
00:52:50,760 --> 00:52:56,480
Speaker 3: unfilled and that never ends except where you only feel

1070
00:52:56,520 --> 00:52:59,040
Speaker 3: alive in the moments when you're in the midst of

1071
00:52:59,080 --> 00:52:59,640
Speaker 3: a controversy.

1072
00:52:59,680 --> 00:53:00,320
Speaker 5: I just go it.

1073
00:53:00,360 --> 00:53:03,879
Speaker 3: Apparently there's something going on with Serena Williams. Please don't

1074
00:53:03,880 --> 00:53:06,040
Speaker 3: even try and explain to me, but that's the top

1075
00:53:06,120 --> 00:53:09,480
Speaker 3: headlines excumination, so that he would divorce Serena Williams over

1076
00:53:09,520 --> 00:53:13,200
Speaker 3: appearing in the Kendrick Lamar halftime show, and it's everywhere,

1077
00:53:13,200 --> 00:53:15,799
Speaker 3: and you and I both know he feeds off of that.

1078
00:53:15,880 --> 00:53:19,000
Speaker 3: Trump is very similar, yeah for that, and so yeah,

1079
00:53:19,040 --> 00:53:21,280
Speaker 3: I think obviously he's built a huge career.

1080
00:53:21,480 --> 00:53:22,719
Speaker 1: He's a household name.

1081
00:53:23,560 --> 00:53:26,360
Speaker 3: You know, I previously floated people like The Rock and others.

1082
00:53:26,440 --> 00:53:29,320
Speaker 3: This is why, because this is part of the Trump strategy.

1083
00:53:29,400 --> 00:53:32,680
Speaker 3: I still think McConaughey should have run for governor of Texas.

1084
00:53:32,719 --> 00:53:34,840
Speaker 3: I think you would win, I really do. But you know,

1085
00:53:34,920 --> 00:53:38,960
Speaker 3: these guys they also see what it will cost. Eventually,

1086
00:53:39,160 --> 00:53:41,600
Speaker 3: he says he's not interested in anything but president, so

1087
00:53:41,800 --> 00:53:42,640
Speaker 3: maybe he should run.

1088
00:53:42,800 --> 00:53:43,640
Speaker 5: You know, yeah, we do.

1089
00:53:43,680 --> 00:53:47,160
Speaker 2: Okay, he knows he understands the attention economy and he's

1090
00:53:47,160 --> 00:53:47,920
Speaker 2: not afraid of it.

1091
00:53:48,120 --> 00:53:52,280
Speaker 5: Yeah, and that is puts him leagues ahead of the.

1092
00:53:52,360 --> 00:53:55,400
Speaker 2: You know, of so many of the Democratic contenders that

1093
00:53:55,440 --> 00:53:58,080
Speaker 2: you could talk about. He has, you know, made a

1094
00:53:58,120 --> 00:54:02,440
Speaker 2: few interesting political comments over the years. Let's take a

1095
00:54:02,480 --> 00:54:05,520
Speaker 2: listen to I know one of these things is. Most recently,

1096
00:54:05,920 --> 00:54:10,040
Speaker 2: he came out and criticized Trump on Gozen Palestine.

1097
00:54:09,719 --> 00:54:12,000
Speaker 5: Which was that to me was a signal.

1098
00:54:11,640 --> 00:54:16,359
Speaker 2: Because most people who aren't political, who haven't like it's

1099
00:54:16,400 --> 00:54:19,799
Speaker 2: a very uncomfortable topic for people because they feel like

1100
00:54:19,840 --> 00:54:21,640
Speaker 2: and they've been made to feel, oh, I don't understand.

1101
00:54:21,680 --> 00:54:23,400
Speaker 2: All the guys must be really complicated.

1102
00:54:23,440 --> 00:54:24,719
Speaker 5: I'm just going to stay out of it.

1103
00:54:24,960 --> 00:54:26,840
Speaker 2: And they have a sense that it is such a

1104
00:54:26,880 --> 00:54:30,120
Speaker 2: hot button issue with trip wires all over the place

1105
00:54:30,440 --> 00:54:32,759
Speaker 2: that no matter what you say, someone is going to

1106
00:54:32,880 --> 00:54:34,080
Speaker 2: absolutely hate you for it.

1107
00:54:34,120 --> 00:54:35,960
Speaker 5: And that is one hundred percent the case.

1108
00:54:36,680 --> 00:54:39,160
Speaker 2: But you know, he's unafraid of just going ahead and

1109
00:54:39,200 --> 00:54:41,400
Speaker 2: jumping in and saying what he thinks on the issue.

1110
00:54:41,480 --> 00:54:42,920
Speaker 2: So I think we have that, and I think we

1111
00:54:43,000 --> 00:54:45,960
Speaker 2: also have a clip for him talking about trans writes.

1112
00:54:46,040 --> 00:54:47,200
Speaker 5: Let's take a listen to both those.

1113
00:54:47,560 --> 00:54:51,920
Speaker 10: It hits me because and I've often said this to

1114
00:54:51,960 --> 00:54:54,200
Speaker 10: a lot of people. I've said this to black folks.

1115
00:54:55,200 --> 00:55:02,000
Speaker 10: I've said this to folks whether you're heterosexual, homosexual, bisexual, transit,

1116
00:55:02,160 --> 00:55:05,839
Speaker 10: I don't care, you know what I've said Oftentimes, when

1117
00:55:05,840 --> 00:55:08,560
Speaker 10: you're talking about civil rights and civil liberties for every

1118
00:55:08,640 --> 00:55:11,360
Speaker 10: human being out here that is a fight worth fighting for.

1119
00:55:12,719 --> 00:55:15,680
Speaker 10: I will fight on behalving the LGBTQ plus community any

1120
00:55:15,719 --> 00:55:17,239
Speaker 10: day of the week, just as much as I fight

1121
00:55:17,360 --> 00:55:19,120
Speaker 10: for the black community, just as much as I fight

1122
00:55:19,360 --> 00:55:22,480
Speaker 10: for the heterosexual community. I don't care right is right

1123
00:55:22,800 --> 00:55:23,560
Speaker 10: when it comes.

1124
00:55:23,320 --> 00:55:24,320
Speaker 1: To your civil liberties.

1125
00:55:24,520 --> 00:55:27,000
Speaker 10: You realize the real estate property that exist like that,

1126
00:55:27,000 --> 00:55:29,719
Speaker 10: that's what you're gonna say, That's what you're gonna open

1127
00:55:29,719 --> 00:55:34,239
Speaker 10: your mouth and allude to. It ain't about money, It's

1128
00:55:34,280 --> 00:55:39,240
Speaker 10: about something more than that. They can bring up religion,

1129
00:55:39,239 --> 00:55:42,960
Speaker 10: They can bring up a lot of things. When Trump's

1130
00:55:43,239 --> 00:55:47,200
Speaker 10: first administration was in place, what did they do? Move

1131
00:55:47,280 --> 00:55:51,399
Speaker 10: to US embassy to Jerusalem? They said, this is where

1132
00:55:51,400 --> 00:55:54,640
Speaker 10: it's at. They took sides in a lot of people's eyes.

1133
00:55:57,280 --> 00:56:00,920
Speaker 10: You really really think that the folk in the Gaza strip,

1134
00:56:01,680 --> 00:56:04,879
Speaker 10: the Palestinians are going to support that kind of movement,

1135
00:56:04,920 --> 00:56:08,120
Speaker 10: that they're going to want to be displaced. Egypt and

1136
00:56:08,200 --> 00:56:12,560
Speaker 10: Jordan already said absolutely not. The anticipation is that the

1137
00:56:12,719 --> 00:56:14,880
Speaker 10: entire average world will say absolutely not.

1138
00:56:15,840 --> 00:56:16,560
Speaker 1: What are we doing.

1139
00:56:18,239 --> 00:56:20,359
Speaker 10: I'm not trying to get into this issue to talk

1140
00:56:20,360 --> 00:56:23,640
Speaker 10: about something I really really don't know about. I'm really

1141
00:56:23,680 --> 00:56:27,480
Speaker 10: addressing this because of the displacement, the potential displacement of

1142
00:56:27,520 --> 00:56:32,319
Speaker 10: over a million people. That's why I'm bringing.

1143
00:56:32,000 --> 00:56:33,680
Speaker 1: This up so interesting.

1144
00:56:33,760 --> 00:56:36,279
Speaker 3: Yeah, not afraid that's been Obviously I disagree with the

1145
00:56:36,280 --> 00:56:39,480
Speaker 3: guy on the trans thing, but that is probably the

1146
00:56:39,520 --> 00:56:42,800
Speaker 3: best way you can get yourself to you know, galaxy

1147
00:56:42,800 --> 00:56:45,360
Speaker 3: brain about why it's good to have trans women or

1148
00:56:45,400 --> 00:56:46,680
Speaker 3: whatever in women's sports.

1149
00:56:46,719 --> 00:56:50,360
Speaker 2: But I do think the messaging there, his instinct for

1150
00:56:50,480 --> 00:56:53,160
Speaker 2: it of just being like, this is civil rights, just

1151
00:56:53,200 --> 00:56:54,680
Speaker 2: like all fight for black rights.

1152
00:56:54,760 --> 00:56:55,000
Speaker 5: You know.

1153
00:56:55,120 --> 00:56:58,520
Speaker 2: It's it's that civil rights framing is actually something that

1154
00:56:58,560 --> 00:57:01,000
Speaker 2: people agree with, even if you put aside like the

1155
00:57:01,040 --> 00:57:05,640
Speaker 2: specific question of people of what league people should play.

1156
00:57:05,440 --> 00:57:06,520
Speaker 5: It in terms of sports.

1157
00:57:06,880 --> 00:57:09,040
Speaker 2: But he has an instinct for how to frame this

1158
00:57:09,080 --> 00:57:12,080
Speaker 2: as just like basic civil rights that would be appealing

1159
00:57:12,120 --> 00:57:12,759
Speaker 2: to a lot of nors.

1160
00:57:12,800 --> 00:57:14,160
Speaker 1: I could see it work.

1161
00:57:14,560 --> 00:57:17,040
Speaker 3: Yeah, it's probably the best way that you could get there.

1162
00:57:17,080 --> 00:57:18,800
Speaker 3: But I mean, if anything, I think Trump is doing

1163
00:57:18,840 --> 00:57:19,640
Speaker 3: these people a favor.

1164
00:57:19,640 --> 00:57:21,080
Speaker 1: And now you don't have debated anymore.

1165
00:57:21,600 --> 00:57:24,400
Speaker 3: But if you get yourself on the Gaza thing, I

1166
00:57:24,520 --> 00:57:26,800
Speaker 3: was like, huh, that's an interesting way how you would

1167
00:57:26,840 --> 00:57:29,960
Speaker 3: explain it to a normal, to anormy to somebody who

1168
00:57:30,160 --> 00:57:33,480
Speaker 3: has zero you know, who has h hasn't really given

1169
00:57:33,880 --> 00:57:36,200
Speaker 3: it much of a thought. But I genuinely I don't

1170
00:57:36,240 --> 00:57:38,800
Speaker 3: even think it gets to the substance of it. It's

1171
00:57:38,880 --> 00:57:43,240
Speaker 3: just about that approach, the need for attention and others,

1172
00:57:43,240 --> 00:57:46,320
Speaker 3: and that's that's what Trump ultimately was, you know, incredibly

1173
00:57:46,680 --> 00:57:49,560
Speaker 3: successful at. And Stephen NG Smith, I think from as

1174
00:57:49,600 --> 00:57:51,840
Speaker 3: I understand it, because again I don't watch a lot

1175
00:57:51,880 --> 00:57:54,360
Speaker 3: of sports, and I especially don't watch sports commentary, but

1176
00:57:54,560 --> 00:57:57,000
Speaker 3: from what I understand of what he is so good at,

1177
00:57:57,280 --> 00:58:02,080
Speaker 3: it's specifically inviting controversy and like out of nothing, you know,

1178
00:58:02,160 --> 00:58:04,840
Speaker 3: in terms of giving the hot take not only for

1179
00:58:04,880 --> 00:58:07,560
Speaker 3: the sake of it, but to invite the controversy with

1180
00:58:07,920 --> 00:58:10,640
Speaker 3: his fellow panelists or whatever. And obviously he's been incredibly

1181
00:58:10,640 --> 00:58:13,320
Speaker 3: tremendously successful. I think he's one of the major draws

1182
00:58:13,360 --> 00:58:16,680
Speaker 3: right at ESPN. It's like the only thing that's still

1183
00:58:16,760 --> 00:58:20,160
Speaker 3: keeping them afloat. Obviously has pushed a lot of people out.

1184
00:58:20,400 --> 00:58:22,760
Speaker 3: But being divisive, as we learn under Trump, is not

1185
00:58:22,800 --> 00:58:24,080
Speaker 3: necessarily a bad thing.

1186
00:58:24,080 --> 00:58:27,520
Speaker 2: It's also funny, like there's another thing with us, like

1187
00:58:27,520 --> 00:58:28,400
Speaker 2: he's just entertaining.

1188
00:58:28,480 --> 00:58:30,400
Speaker 3: He was great on Hillary too, if you remember he

1189
00:58:30,720 --> 00:58:32,840
Speaker 3: was going it was some time in the election. I

1190
00:58:32,880 --> 00:58:35,560
Speaker 3: forget exactly what he was, but just going after Hillary Clinton,

1191
00:58:35,600 --> 00:58:36,560
Speaker 3: which which I enjoyed.

1192
00:58:36,560 --> 00:58:37,600
Speaker 5: So clearly he's got.

1193
00:58:37,400 --> 00:58:39,440
Speaker 3: His eye on the h he's got his eye on

1194
00:58:39,480 --> 00:58:43,120
Speaker 3: where things are right now, and may yeah, maybe maybe

1195
00:58:43,120 --> 00:58:43,920
Speaker 3: you could be successful.

1196
00:58:43,920 --> 00:58:44,200
Speaker 1: I don't know.

1197
00:58:44,200 --> 00:58:46,800
Speaker 3: I would like to see it. I like to see shifts. Yeah, exactly.

1198
00:58:46,840 --> 00:58:48,439
Speaker 3: At the very least, it would be fun. I would

1199
00:58:48,480 --> 00:58:51,800
Speaker 3: enjoy it. Hi, everyone, Sorry, there's some scheduling issues that

1200
00:58:51,840 --> 00:58:53,520
Speaker 3: we ran into with Sorow. We're gonna have him on

1201
00:58:53,560 --> 00:58:55,320
Speaker 3: the show on Thursday, so just make sure we're getting

1202
00:58:55,320 --> 00:58:56,000
Speaker 3: the show out on time.

1203
00:58:56,040 --> 00:58:56,480
Speaker 1: We love you.

1204
00:58:56,640 --> 00:58:58,720
Speaker 3: A great counterpoints show for everybody tomorrow and we'll see

1205
00:58:58,800 --> 00:59:01,360
Speaker 3: later The Speak

1206
00:59:03,560 --> 00:59:03,920
Speaker 6: Speak