00:00:00.000There is a threat to the continuing political dominance of the right in the United States.
00:00:04.000And that threat is the new left, people who have been pretending to be on the right for years, but who are now increasingly going mask off, anti American, anti decency, anti conservatism, allied with the Democrats.
00:00:17.000Some of us have been predicting this for years.
00:00:19.000Tucker Carlson, Candace Owens, Nick Fuentes, Ian Carroll.
00:00:22.000These folks are on the same side as Russia's Vladimir Putin and China's Xi Jinping.
00:00:27.000Also on the same side as Hassan Piker and Chen Qigar and Hakeem Jeffries and Chuck Schumer and Bernie and AOC and Nohan Omar.
00:01:01.000So, what do you call a person who thinks that the Constitution is old fashioned and it's antiquated and we should probably just dump it?
00:01:07.000Or who thinks that America? Is truly a nefarious evil force in the world, that America's military, human rights violators.
00:01:14.000What do you say about a person who sides with Russia and China and Iran and Venezuela, or who believes that capitalism, free markets are corrupt, and that government power is probably the solution to our problems, or a person who believes that Americans can be divided based on race into victims and victimizers?
00:01:30.000Well, if that sounds like somebody on the left, you would be correct.
00:01:33.000But that is also a lot of people on what we have termed the horseshoe right and what we are now going to call the new left.
00:01:41.000Because these people have nothing in common with traditional conservatism.
00:01:45.000And they have nearly everything in common with their new friends on the left.
00:01:48.000Their Venn diagram with the left is a circle.
00:01:52.000And this new left is working with the old left in order to destroy the Republican Party and in turn the country.
00:01:59.000If you love America, what you love about America is probably the things that make America America individual freedom, private property, traditional institutions, churches, the Constitution of the United States.
00:02:12.000In the end, what you love about America is that anyone can succeed in America because you need all of those things to be successful.
00:02:18.000Anyone can in America if they make good and responsible decisions rise.
00:02:22.000Here was Secretary of State Marco Rubio, the son of Cuban immigrants.
00:02:25.000His parents came to the U.S. in 1956 to seek opportunity and avoided living under the communist hellscape now praised by people like Bernie Sanders or Hassan Piker.
00:02:34.000Well, now Marco Rubio is Secretary of State of the United States.
00:02:38.000Here he is describing why America is great.
00:02:42.000I mean, my hope for America is what it's always been.
00:02:44.000I think it's the hope I hope we all share.
00:02:46.000We want it to continue to be the place where anyone from anywhere can achieve anything.
00:02:50.000Where you're not limited by the circumstances of your birth, by the color of your skin, by your ethnicity, but frankly, it's a place where you are able to overcome challenges and achieve your full potential.
00:02:59.000I think that should be the goal of every country in the world, frankly, but I think in the U.S., we're not perfect.
00:03:03.000Our history is not one of perfection, but it's still better than anybody else's history.
00:03:07.000And ours is a story of perpetual improvement.
00:03:10.000Each generation has left the next generation of Americans freer, more prosperous, safer.
00:03:16.000But it is a unique and exceptional country.
00:03:17.000And as we come upon this 250 year anniversary, I think we have a lot to learn and be proud of in our history.
00:03:23.000It is one of perpetual and continuous improvement, where each generation has done its part to bring us closer to fulfilling the vision that the founders of this country had upon its founding.
00:03:33.000That's a pretty damn good working definition of American exceptionalism, because it turns out America is exceptional.
00:03:38.000We have a different system of government here, we have values that are different from any place else on earth.
00:03:45.000But There are a lot of people who live right here in America who actually hate America at home and abroad and believe that America must be fundamentally changed or replaced.
00:03:53.000Certainly thought America's enemies, people like Vladimir Putin's brain, Alexander Dugan, agree.
00:03:59.000Alexander Dugan, we've discussed on the program, sort of the philosopher of Putinism and beloved by many members of the new left.
00:04:06.000He's gone on a bit of a tweet bender recently.
00:04:09.000Over on X, he wrote Look, is there at least one argument why the U.S. shouldn't be erased from the face of the earth?0.91
00:04:15.000Dems, globalists, are utmost perverts, Epstein.1.00
00:05:50.000American conservatism is a term with a definition.
00:05:53.000We use terms because they have meaning.
00:05:55.000Definitions, by nature, delimit, they distinguish.
00:05:58.000And the term American conservatism has a meaning.
00:06:03.000And I went on to discuss at Heritage at length Tucker Carlson's opposition to conservatism and to the Heritage Foundation.
00:06:11.000Mission statement, which of course was kind of important because Kevin Roberts had suggested that he would critique Tucker Carlson when appropriate.
00:06:17.000The silence is rather deafening at this point.
00:06:18.000Here is what I had to say back in December.
00:06:22.000Quote, the principles of free enterprise, limited government, individual freedom, traditional American values, and a strong national defense.
00:06:33.000Those who oppose those principles definitionally oppose American conservatism.
00:06:40.000Such people are not ideological allies, they are not part of the rich debate.
00:06:44.000That is constantly ongoing between various strands of conservatism.
00:06:48.000They are opponents, and they ought to be treated that way.
00:06:52.000Which brings us to Tucker Carlson, who has become, by any honest assessment, an opponent of conservatism, an outsider masquerading as an insider, and destroying the character of the conservative movement in the process.
00:07:06.000Now, lots of people have suggested over the past couple of years when I critique the new left that I'm wrong, that people like the Tucker Carlson's and the Candace Owens's and the Nick Fuentes's are actually on the right.
00:07:18.000And that we have to somehow unify with them.
00:07:21.000Well, this was, at best, wishful thinking.
00:07:25.000It was, as Winston Churchill, a man that Tucker Carlson thinks was the actual villain of World War II, feeding the crocodile, hoping it will eat you last.
00:07:33.000See, these folks have always been willing to unify on their terms.
00:07:39.000Well, then Republicans have to embrace a form of anti Americanism that differs from open leftism only in its view of who the victimized class is here in America.
00:07:48.000They will slather some rhetoric about Christianity on top of their leftism, and then hope you notice that you will not notice that sleight of hand.
00:07:55.000People like Tucker Carlson, who first completed reading the Bible by his own admission about two years ago and who spends his days attacking lifelong Christians like Mike Huckabee, or people like Candace Owens, whose biblical fluency is approximately equivalent to her fluency in speaking the English language properly, but has suddenly deemed herself poptress, or Nick Fuentes, whose version of Christian observance involves fapping to catboys and ranking people based on melanin level.
00:08:18.000All these people are the new left equivalent of James Tallarico, the Texas Senate Democrat candidate who cites the Bible to trans the kids.
00:08:24.000There's not a single mainstream Catholic or Protestant figure in America.
00:09:23.000It reminds you what you're doing things for.
00:09:25.000You build a life, you build stability, you build something for the people around you.
00:09:29.000And that naturally raises a pretty straightforward question.
00:09:31.000If something, God forbid, unexpected happened to you, Is all that actually protected?
00:09:36.000That's where something like life insurance stops being theoretical and starts being practical.
00:09:39.000Policy Genius makes that process about as straightforward as it gets.
00:09:43.000It's an online insurance marketplace where you can compare quotes from top insurers side by side for free.
00:09:47.000Their licensed team helps walk you through it, answers questions, handles the paperwork, helps you find a policy that actually fits what you need without a lot of guesswork.
00:09:53.000It's efficient, it's clear, it turns something people tend to put off into something you can actually check off your list.
00:09:59.000Policy Genius makes getting life insurance feel like a summer win rather than a chore.
00:10:03.000So you can get back to everything else that actually matters.
00:10:06.000With Policy Genius, You can see if you can find 20 year life insurance policies starting at just $276 a year for a million dollars in coverage.
00:10:13.000Head on over to policygenius.comslash Shapiro to compare life insurance quotes from top companies.
00:11:07.000At least Fuentes says the thing out loud.0.95
00:11:10.000He also admits, by the way, that the only thing keeping him going is Israel.
00:11:12.000You'll notice that he is wearing a half zip for James Fishbeck, the Florida candidate for governor who is going to clock in well below 10% in the Republican primaries.
00:11:24.000We'll get to that in a little while.0.86
00:11:25.000He says basically the only thing keeping him going at all right now is Israel because that's the point of unity.
00:11:32.000That is the point where, again, the left and the new left all come together.0.63
00:11:38.000Dude, my war against Israel is the only thing keeping me going at this point.0.91
00:12:27.000I don't think that's likely to happen.
00:12:29.000So, of course, I would be thrilled to see the rise of a party that represented the majority of Americans.
00:12:38.000Candace Owens, of course, coming out and openly embracing, again, the sort of horseshoe here, the new left joining left, quote, we need to continue to fix the fracture between the left and the right.0.73
00:12:48.000We now know what true evil is it's us against the Epstein class and warmongers.
00:12:51.000So, totally mirroring the language of Alexander Dugan.0.96
00:12:55.000And of course, that is indistinguishable.
00:12:58.000from the rhetoric of, say, Hassan Biker.
00:13:00.000Ian Carroll, who is her cutout, her mustachioed cutout, saying the same thing.
00:13:05.000Quote, both sides are tricked into caricaturizing each other.
00:13:08.000The left thinks the whole right wing is Ted Cruz.
00:13:09.000The right thinks the whole left wing is Dylan Mulvaney.
00:13:11.000In reality, the vast majority of regular Americans on both sides are regular and reasonable people.
00:13:17.000The right and left represent two halves of a whole.
00:13:19.000He can't spell the word halves, obviously.
00:13:21.000Either one taken to the extreme is destructive.
00:13:23.000Right now, we have both taken to the extreme and intentionally penduluming to keep us all at each other's throats.
00:13:28.000What we need is balance, conversation, and solidarity between the rising right and left wing populist movements in the United States and around the world.0.59
00:13:36.000And of course, the new left and left are coming together around simping for radical Islam.0.74
00:13:43.000This is, again, one of the more astonishing aspects of the new left their sudden sympathy for radical Islam.
00:13:48.000Candace Owens, of course, has suggested that she was bamboozled by all of the opposition to Islam into saying that she opposed radical Islam, but now she understands that she was just bamboozled.
00:13:58.000Tucker Carlson has been doing precisely the same thing, simping for Sharia law.1.00
00:14:02.000And now Megyn Kelly is going to jump in on the act because, of course, that's where the clicks are.
00:14:06.000Here was Megyn Kelly yesterday praising Tucker for gaining a younger Muslim audience and in the process trying to do the same herself.
00:14:13.000Because once again, no parade has ever begun with Megyn Kelly at the front and no parade has ever ended without Megyn Kelly at the front twirling a baton.
00:14:22.000Here was Megyn Kelly chasing those clicks.1.00
00:14:25.000Like he's gotten very, very popular lately, I read with Muslim viewers because he's been standing up for Islam.
00:14:34.000You know, and I have to tell you, Mark, it's been something I've noticed just since I've gotten a sort of more clear-eyed on Israel that a lot of the anti-Muslim rhetoric that's put out there originates with people who are very, very pro-Israel who kind of need us to demonize them.
00:14:52.000And I've taken a look recently at my own rhetoric on this to say, have I been manipulated?
00:14:56.000I want to make sure I'm not getting manipulated.
00:14:58.000But I think he's having a lot of Muslim viewers flock to him.
00:15:01.000I know for a fact he has a lot of young men flocking to him.
00:15:05.000And so, while he may have lost some contingent of the Fox News audience that's very, very pro Israel and pro Trump, and you can't say anything about Trump, for every one of those who leaves, there is another newer, younger audience member who does want to hear these traditional lines challenged and hear just new independent thinking.
00:15:27.000I mean, I'm experiencing some of that myself, and Tucker probably times 10.0.67
00:15:35.000Actually, her own misperceptions about Islam were probably driven by, wait for it, wait for it, the nefarious pro Israel people.
00:15:44.000Well, here is the thing there are basically two strategies that the new left could use to take over the GOP.
00:15:49.000The first is to win the battle internally against the GOP.
00:15:52.000That requires burning down the GOP in order to take it over again.
00:15:56.000But that's not going super well because it turns out that the new left is actually really, really unpopular inside the GOP.
00:16:03.000By the way, also pretty unpopular generally.
00:16:05.000So, take, for example, the Ohio primary last night for GOP governor.
00:16:09.000So, Vivek Ramaswamy was running against a guy named Casey Putsch.
00:16:13.000I know it's too on the nose, but this guy's name is Putsch.
00:16:16.000Anyway, for those who don't know the reference, like the Beer Hall Putsch.
00:16:21.000In any case, Vivek Ramaswamy had a piece in the New York Times during this campaign in which he took on this peculiar version of New Leftism.
00:16:33.000And what he pointed out in this New York Times piece is that there was a, an idea, Groiberism, that suggested that American-ness is based on your ancestry alone.
00:16:47.000That essentially it was racial American-ness.
00:16:49.000And what he wrote was, American-ness is not a scalar quality that varies based on your ancestry.
00:16:54.000Either you're an American or you're not.
00:16:55.000You're an American if you believe in the rule of law, in freedom of conscience, in freedom of expression, in colorblind meritocracy, in the U.S. Constitution, in the American dream, and if you are a citizen who swears exclusive allegiance to our nation.
00:17:07.000That seems like a fairly good description of what Americanism ought to be.
00:17:12.000Meanwhile, Casey Butch was burning MAGA flags as of July 2025.
00:17:20.000He put out a tweet Here was my MAGA flag.
00:17:28.000So, right, he is the new left guy saying the same sort of stuff as the Tuckers and the Candaces and the Fuentes's.0.52
00:17:34.000His platform, still pinned to the top of his ex profile, says that he is the only, all caps, only Ohio governor candidate that's Christian, anti data center, pro Second Amendment, anti H 1B foreign labor.0.75
00:17:46.000So, in essence, not in favor of private property, not in favor of economic innovation, slather some Christianity on top of it, supposedly.0.80
00:17:59.000And this Is obviously a reference to the fact that Vivek Ramaswamy is Hindu, clearly.
00:18:03.000Well, so how did it end up for Casey Putsch, who had the support of Tucker Carlson?
00:18:13.000Vivek won 82.2% of the vote in that Ohio primary.
00:18:18.000Casey Putsch was stuck down at less than 18%.
00:18:22.000And this seems to be mirroring the results elsewhere in the United States.
00:18:29.000In Florida, for example, Byron Donald is running a very successful primary race against James Fishbeck.
00:18:35.000Fishbeck is another Fuentes and Tucker endorsed candidate, and Fishbeck is running in the low single digits in terms of support, but he has a lot of Greiper support in the online netherworld.
00:19:37.000But if you are of the hard left or if you are of the new left, like the Tucker Candace Fuentes group, what you want is a binary choice between the new left and the hard left.
00:19:50.000The first step, the traditional right, and basically anybody who believes in American exceptionalism must lose.
00:19:56.000By the way, again, the mirror thing is happening on the left.
00:19:58.000The traditional liberals, like traditional Democrats who kind of like America, the John Fettermans, people who like America but disagree about tax policy, they're being totally outflanked and destroyed by the left.
00:20:11.000And then they're pretending that they're moderates.
00:20:13.000All right, coming up, the hard left is trying to oust the regular liberals from the Democratic Party, and they are doing so with some exceptionalism.
00:20:20.000First, today's episode is sponsored by our friends at American Beverage.
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00:21:19.000Again, that is WeDeliverForAmerica.org.
00:21:22.000So, Rahm Emanuel, who wants you to run for president, Again, that's going to be an unsuccessful run.
00:21:30.000He started off his campaign seeking supposed moderation on the trans issue, and now he's steering toward radicalism on pretty much every topic.
00:21:38.000Well, he and Glenn Youngkin sparred at the Milken Institute Global Conference yesterday over whether or not the Democrats are radical with the Wall Street Journalist Gerard Baker.
00:21:48.000It's going to happen in November, and it's going to come as a big shock to you.
00:21:51.000People don't like corruption, they don't like the White House looking like eBay.
00:21:55.000And you have sold, if it ain't nailed down, you've sold everything.
00:21:57.000And they don't like a set of politics that goes from the rule of law to the rule of one man, and they're going to reject crony capitalism that is now the rule of what's happening at the White House, and you're going to get your comeuppance.
00:22:07.000Now, you can say all you want about socialism.
00:22:09.000I can tell you right now that's not where the Democratic Party is.
00:22:18.000The most popular leaders in the Democrat Party today are now socialists.
00:22:22.000The most popular leader in the Republican Party has sold everything that's not nailed down.
00:22:27.000Take that ballroom and take everything that's going on with his kids.
00:22:30.000With what the Secretary of Commerce's kids and with Witkoff kids, they are making money in this government, and you went into public service to serve good.
00:23:01.000For example, Zorhan Mamdani is making clear that people in New York need to move down to Miami.
00:23:08.000And now, what the mayor of New York has made clear to my partners, and principally my New York partners, my New York partners, is that we need to double down on our bet in Miami because we want to be in a state that embraces business, that embraces education, that embraces personal freedom and liberty.
00:23:31.000Okay, but the Democratic Party increasingly is not.
00:23:33.000And in New York last night, Again, Zorhan Mamdani has basically decided that it is fine to harass Jews at synagogue if they are going to the synagogue in order to purchase real estate in Israel.
00:23:43.000Because apparently it is sinful to buy real estate in Israel, according to Zorhan Mamdani, and therefore threatening people outside of Sheol is a good idea.
00:23:53.000The New York Times tried to downplay this last night.0.88
00:23:54.000They said a few hundred pro Palestinian demonstrators gathered outside the synagogue parked east on the upper side, upper east side of Manhattan, after it was advertised as the location of the Great Israel Real Estate event.
00:24:43.000At a certain point here, this protest turned into people shoving the actual dividers into the cops.
00:24:50.000They started actually pushing up against the cops, trying to resist the cops.
00:24:55.000The radicalism of the Democratic Party was on full display in a gubernatorial debate featuring seven candidates in California last night.
00:25:01.000So there are a couple of Republicans in that race Chad Bianco, who's the Riverside County Sheriff, former Fox News commentator Steve Hilton.
00:25:08.000The Democratic candidates ranged from former Health and Human Services Secretary Xavier Becerra to San Jose Mayor Matt Mahan, who's running as kind of a Quasi independent Republican, former Orange County Representative Katie Porter, who's a psycho, billionaire hedge fund founder Tom Steyer, who just blows out a couple of hundred million dollars every election cycle, and also former LA Mayor Antonio Villarregoza, who is, shall we say, not the brightest bulb in the basket.
00:25:33.000Well, the candidates were asked to describe Gavin Newsom in one word.
00:25:40.000I want to talk about California Governor Gavin Newsom, who's about to leave office after eight consequential and at times controversial years.
00:25:49.000To all of you, what is one word you would use to describe Governor Newsom's performance as governor?
00:25:58.000We will go down the line, starting with you, Mayor Villaragosa.
00:26:02.000One word to describe Governor Newsom's performance as governor performative, bold, progressive, failed, Steve, failure.
00:26:28.000Well, but the people on the stage, again, Tom Steyer, Katie Porter, these people are to the left of Karl Marx, somewhere to the left of Karl Marx.
00:26:34.000So, Tom Steyer, who's made an enormous amount of money off the oil industry, now he says that the proposed wealth tax in California doesn't go far enough.
00:26:42.000Remember, the wealth tax in California is driving billionaires out of the state because it is a tax on unrealized wealth in California.
00:26:51.000So, if you own stock in a company, but you haven't sold the stock, They want to just grab a chunk of that as though you have sold the stock, which is crazy.
00:26:59.000Here's Tom Steyer saying we need to do more of that.
00:27:25.000Again, the Democrats are running right off the cliff, right off the cliff.1.00
00:27:30.000Katie Porter, by the way, she put out a pretty terrible campaign ad herself.1.00
00:27:34.000Katie Porter is famous for apparently throwing potatoes or something at her staff.1.00
00:27:37.000I mean, she's a wild person, Katie Porter.0.91
00:27:40.000She used to be famous for having a whiteboard that she would carry everywhere, and then she would draw little cartoons on it, and the media thought this was amazing.
00:27:46.000Here was her terrible campaign ad that she put out.
00:27:50.000I'm Katie Porter, and I'm not like most people who run for governor.
00:27:54.000I actually get what you're going through.
00:27:56.000A single mom of three kids, I know what it's like to push the shopping cart.
00:28:02.000I have a grown kid who may soon be living on my couch.
00:28:07.000To give Californians what they need, it's going to take standing up to Donald Trump, calling out greedy corporations, and stepping on some toes along the way.
00:28:16.000Now, could you guys please get out of my shot?
00:28:41.000That we're going to lose more than half a million Californians dying prematurely to air pollution and other problems, and the state could lose.
00:30:00.000Good job of the California governor to protect every single Californian.
00:30:04.000The sanctuary state policy is designed to make sure that our state resources, the taxpayer dollars, the public servants that we have are focusing on doing their jobs, which is not cooperating.
00:30:18.000With the federal immigration authorities.
00:33:20.000If you have a new left inside the right that actually is against normalcy, or is anti American, is in favor of foreign multipolarity, is in favor of bigger government at home, just controlled by them, and you have a left that is focused on precisely the same things.
00:33:39.000Americans just want normality because our future rests on us actually winning.
00:33:44.000So let's talk for a second about the future.
00:33:47.000The battle for AI right now is the battle for the future of the country.
00:33:51.000The reason I say this is because AI is the driver of productivity.
00:33:54.000It is the greatest industrial transformation we have seen, probably since the Industrial Revolution, it is greater than the information revolution, what is happening right now.
00:34:03.000And there is an ongoing battle here that has foreign implications.
00:34:24.000And the reason that they are anti tech is, again, because their idea is that America is a place in which an elite class of people are victimizing everyone else with their evil technology.
00:34:33.000And the way you can tell is because they're rich.
00:34:35.000So Tucker Carlson with Casey Putsch, remember, this is the guy who just got destroyed by Vivek Ramaswamy and that Ohio primary.
00:34:44.000Here they were attacking self driving cars, which has been a bugaboo of Tucker Carlson for years.
00:34:49.000I mean, I played you a clip of him doing this on my show back in 2018.
00:34:55.000But that's something that's happening everywhere because if manufacturers or dealerships want more money, well, they want you to service with them.
00:35:02.000If they make it so you can only service with them no matter what, well, then they're going to, in an authoritarian way, force you to let them make the money, which is frankly another method of control.
00:35:14.000And when you start adding all of those things up, You just keep taking away all the power for the people before eventually you get to a point where, will you even be able to own your own car anymore?
00:35:24.000And will you driving it be a liability to where if we have self driving cars, it just takes you there at the most efficient time that whatever the it wants you to, wants you to?
00:35:36.000So that's like an attack on human autonomy, obviously.
00:35:42.000Yeah, self driving cars are an attack on human autonomy.
00:35:46.000Okay, if that were the case, they would just legislate self driving cars.
00:35:50.000And if they legislated self driving cars, they wouldn't need to do all of the technological things that Waymo and Tesla are doing right now in order to game for human drivers.
00:36:34.000Well, I mean, again, the fact that you see all these Democrats who are full scale going up against artificial intelligence, there's a reason for this.
00:36:42.000Here's AOC slamming the energy demands of AI.
00:36:45.000Now, we should point out that AI is energy intensive, which is why they are helping to subsidize the building of new energy centers and grids.
00:36:53.000They're subsidizing the building of nuclear power plants in some areas.
00:36:57.000That it is not the energy demands they object to.
00:37:10.000Because of the massive amounts of energy they use, power and water utility companies must build multi billion dollar infrastructure to keep up with the demand.
00:37:20.000And these companies are not paying for their own energy infrastructure.
00:37:26.000People's energy bills around the country are skyrocketing in order to pay for these AI data centers for them.
00:37:36.000Now, listen, I understand the dyspepsia about AI.
00:37:41.000And there are clearly safety concerns about AI.
00:37:44.000How do you ensure that AI doesn't do stuff we wouldn't want any system to do as human beings?
00:37:48.000But the solution is not fighting innovation or destroying the path to prosperity in the name of some sort of populist revanchism.
00:37:56.000There's a huge amount of AI doomerism that is spreading on the left and the new left, and it's rooted in the end in a sort of zero sum thinking that ends with Americans poorer and, in the end, more dependent on foreign powers.
00:38:06.000If you want America to win, We actually need to win.
00:38:23.000The question is whether we want to undercut the AI industry utterly.
00:38:27.000Sean Regan has a good piece over at City Journal, a project in the Manhattan Institute.
00:38:31.000He says the relevant question is not how much water data centers use in total.
00:38:35.000A data center could account for a tiny share of statewide water consumption and still trigger serious local conflicts.
00:38:40.000If it draws from a scarce aquifer or competes with other users for a common supply.
00:38:45.000Conversely, it could use a meaningful amount of water without much controversy if that water is acquired through existing rights, transferred from lower value uses, or returned to the system in ways that preserve downstream flows.
00:38:56.000So, again, there are government policies that can help smooth the skids here.
00:39:01.000But the bottom line is this AI is going to transform American economics, it's going to transform American industry.
00:39:08.000And it is not something that we should be predominantly scared of, it is something that we should be predominantly excited about.
00:39:15.000The way you know this, by the way, is that a huge number of Americans are using AI in their jobs today.
00:39:19.000So, NVIDIA's Jensen Huang was speaking at the Milken Institute Global Conference.
00:39:25.000And he points out that some of us, me included, have been worried about the possibility of an AI bubble.
00:39:30.000Now, listen, I still think that open AI is going to be wildly overvalued, which is why it is speeding to market right now.
00:39:35.000But as he points out, we are already starting to see the productivity gains from AI manifesting in profit margins of companies, particularly Anthropic.
00:39:45.000Here he is explaining why we're actually not in an AI bubble.
00:39:50.000In the last three to six months, both of these companies and most of the AI native companies have turned their gross margins have gone extremely positive.
00:40:04.000Now, when you're making something and your gross margins are highly profitable, your goal is to make more of it, which is the reason why both OpenAI and Anthropic are just racing for capacity because they're Their tokens, these numbers, these intelligence that they produce, the margins are excellent.
00:42:45.000It is the hiring of people in a wide variety of industries who know what the hell they're doing.
00:42:48.000He says it's not that you're competing against AI for a job, you're competing against the guy next to you who has learned how to use the AI for a job.
00:42:58.000And the alternative, by the way, this sort of Luddite, revanchist alternative is quite bad.
00:43:03.000Joe Lonsdale, who's a major investor, he points out that.
00:43:08.000If you kill AI, if you undercut American innovation in the name of some supposed common good, if you do that, what you are going to do is actually hurt people.
00:43:19.000He points out that it's government regulation on innovation that in medicine has actually harmed millions of people.
00:43:34.000It's literally led to the deaths of millions of people, Andrew, because basically there are all these new therapies, especially now, by the way, with AI that we could be developing.
00:43:44.000But the trade off is like probably 100 to 1, right?
00:43:47.000So there's a very famous story from 60 years ago where they caught some stuff that was killing people in Europe and saved them here.
00:43:52.000And then they've used that as an excuse to make this massive bureaucracy that makes it cost 10 or 100 times more to do drugs than it should, which means there's tons of these new drugs you could be developing to save lives that we're just not able to do.
00:44:02.000Like, I would be investing billions more to save lives, but I can't.
00:44:06.000So the equivalent is terrifying to me.
00:44:08.000The government is bad at these things, the bureaucrats are bad at these things.
00:44:14.000And again, A broader worldview that hates capitalism and private property, and is using the unpopularity and the sort of doomerism around AI as a tool in order to sink private property and capitalism and to be very worried about the economy, for example.
00:44:29.000Understand the op, understand what is actually happening right now.
00:44:33.000Again, we can all say that there ought to be some regulation surrounding AI because the reality, even Joe Lonsdale, who's about as AI positive as it's possible to be, says there ought to be careful, narrow AI regulation.
00:44:44.000I mean, this is not a gigantic secret.
00:44:48.000You know, there probably should be some national agreement on regulation on new powerful models.
00:44:53.000It should be as small and as narrow as possible.
00:44:57.000You should make sure the government, from the start, has metrics on the speed at which it has to go and the transparency because you're going to have cronies.
00:45:04.000You're going to have the big guys capture it.
00:45:18.000But the solution here is not to kill industries outright in the name of some sort of bizarre utopian vision in which everything is wonderful without innovation, without private property, without capitalism, without freedom.
00:45:29.000What you really need is some sort of big man in order to cram down your version of utopia.0.54
00:45:35.000Okay, meanwhile, the latest in Iran.0.62
00:45:38.000So there is apparently an offer that has been put forward by the United States to Iran to end the war.
00:45:44.000This is according to Axios reporting this morning.
00:45:48.000Barack Ravid, who is always a target for leaks by the more isolationist wings of the Trump administration, he says the White House believes it's getting close to an agreement with Iran on a one page memorandum of understanding to end the war.
00:46:02.000And set a framework for more detailed nuclear negotiations.
00:46:06.000The U.S. expects Iranian responses on several key points in the next 48 hours.
00:46:10.000Apparently, the key points that have been proposed include the idea of a sort of gradual ramping down of sanctions, a gradual opening of the Strait of Hormuz.
00:46:24.000It would involve a 12 to 15 year complete freeze on the uranium enrichment in Iran.
00:46:34.000Enrichment that took place that would extend the freeze period.
00:46:39.000Apparently, it included a provision that would force Iran to transfer the highly enriched uranium they already have out of the country entirely.
00:46:48.000Iran seems to be squirrely on this, as per our usual arrangement.
00:46:53.000Again, this is about the 36th proposal that has been put forward to Iran.
00:46:56.000The IRGC does not want to give up anything because they believe the minute they do, there will be a rebellion in their country and they'll be toast.
00:47:04.000Meanwhile, in the United States, Secretary of State Marco Rubio did a press conference yesterday in which he announced that Operation Epic Fury is over.
00:47:11.000Obviously, Operation Economic Fury continues to be very much in play.
00:47:17.000So, their ability to build a shield behind which they could hide their nuclear program was wiped out.
00:47:22.000That's a very substantial achievement, and that was the purpose of this operation from day one.
00:47:28.000Well, that's one of the topics that needs to be discussed.
00:47:31.000I don't know about it, I think you're linking it.
00:47:38.000Okay, we're now on to this project of freedom.
00:47:42.000Okay, so again, Project Freedom was an attempt to open the Strait of Hormuz.
00:47:48.000Well, that attempt to open the Strait of Hormuz lasted approximately a day before it was frozen again in order to presumably pursue negotiations.
00:47:56.000So yesterday, Rubio suggested that the outcome in the Strait of Hormuz would decide the fate of shipping lanes around the world.
00:48:05.000If we live in a world where a rogue state like this Iranian regime is allowed to claim as a new normal control over international shipping lanes, it will not be long before you see that happen in multiple shipping lanes around the world.0.96
00:48:18.000I can identify for you six or seven vital shipping lanes around the world that some countries can decide, guess what?0.97
00:48:26.000If Iran was able to do it, we're going to do it too.
00:48:28.000We're not going to start charging tolls, and it'll get closer and closer to us.0.54
00:48:34.000Okay, but then the President of the United States.
00:48:36.000Decided that this operation, Project Freedom, which was an attempt to get tankers through the Strait of Hormuz, would be put on temporary hold.
00:48:46.000So he put out a notice late last night suggesting, based on the request of Pakistan and other countries, the tremendous military success that we have had during the campaign against the country of Iran, and additionally, the fact that great progress has been made toward a complete and final agreement with representatives of Iran, we have mutually agreed that while the blockade will remain in full force and effect, Project Freedom and the movement of ships through the Strait of Hormuz will be paused for a short period of time.
00:49:08.000To see whether or not the agreement can be finalized and signed.0.68
00:49:10.000So, this had some people last night suggesting that we were in the middle of another taco, the Trump all these chickens out nonsense.
00:49:15.000Well, the president then put out a statement this morning basically denying that and saying, well, you know, they're either going to go along with our deal or we could, you know, continue to bomb them into oblivion.
00:49:27.000He put out a statement this morning suggesting precisely that, assuming Iran agrees to give what has already been agreed to, which is perhaps a big assumption, the already legendary Epic Fury will be at an end and the highly effective blockade will allow the Hormuz Strait to be open to all, including Iran.
00:49:40.000If they don't agree, the bombing starts, and it will be sadly at a much higher level in intensity than it was before.
00:49:45.000Thank you for your attention to this matter, President Donald Trump.
00:49:48.000So, again, things stand where they've stood for the past several weeks, which is that we are choking off the Iranian economy.0.63
00:49:55.000If Iran caves, then we may have some sort of agreement.0.90
00:49:58.000If Iran does not cave, then there'll be another round of kinetic action against Iranian targets, I would hope, including Karg Island, which is their refinery capacity.0.81
00:50:08.000Well, meanwhile, some in Congress and in the media continue.0.92
00:50:15.000Marco Rubio at this press conference yesterday was asked by a reporter about Iran going nuclear, and he fired back at the reporter in this way.
00:50:24.000I think the president, without trying to speak for him, but I think I can characterize it this way.
00:50:29.000He doesn't understand why anybody, leave aside the Pope, the president and I for that matter, I think most people, I cannot understand why anyone would think that it's a good idea for Iran to ever have a nuclear weapon.
00:50:39.000Look what they're doing with the Straits right now.0.86
00:50:41.000They're holding the whole world hostage.
00:51:49.000And as Rubio points out, Cuba is getting weaker because, of course, they are not getting subsidized oil from Venezuela.
00:51:55.000And another triumph of Trump foreign policy.
00:51:57.000We can only hope that the next step in Venezuela, by the way, is that there is a transition to some new form of regime before Trump leaves office.
00:52:03.000Because the thing about foreign policy, it switches every four years.
00:52:07.000If a Democrat were to win office in 2028, then this is one of the big problems in Democratic politics the vision of an authoritarian can last for 15 years on foreign policy.
00:52:17.000When it comes to democratic politics, very often the vision shifts back and forth.
00:52:21.000You could see Venezuela go commie again and the American boot off the neck of the communist regime.
00:52:27.000All righty, folks, coming up, we are going to get into the federal government going after the New York Times.
00:52:33.000They're suing the New York Times for anti white bias.