Verdict with Ted Cruz - August 31, 2026


The Chinese Communists Caught Spending Big Bucks Trying to Make You Hate Data Centers, plus Trump’s Venezuela Oil Deal


Episode Stats


Length

40 minutes

Words per minute

177.29

Word count

7,102

Sentence count

426

Harmful content

Misogyny

1

sentences flagged

Toxicity

5

sentences flagged

Hate speech

17

sentences flagged


Transcript

Transcript generated with Whisper (turbo).
Misogyny classifications generated with MilaNLProc/bert-base-uncased-ear-misogyny .
Toxicity classifications generated with s-nlp/roberta_toxicity_classifier .
Hate speech classifications generated with facebook/roberta-hate-speech-dynabench-r4-target .
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00:00:34.500 Why should you listen to Armstrong and Getty On Demand?
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00:00:45.060 Hey, I'm Jack Armstrong.
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00:00:57.420 Yes.
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00:01:04.880 Welcome. It is Vertical Senator Ted Cruz, Ben Ferguson with you as well.
00:01:08.720 And Senator, we've got two big topics to talk about that include national security issues in a unique way, dealing with AI,
00:01:17.140 and also a big announcement from the president with oil in Venezuela.
00:01:20.280 Well, that's right. We have a massive Chinese bot farm that has been discussed deliberately pushing anti-data center propaganda in the United States.
00:01:31.500 And they are putting real money behind it.
00:01:34.100 They are trying very much to convince every American, whether conservative or liberal, you hate data centers, you want them shut down.
00:01:42.540 We're going to give you all the details in terms of what China is doing and how they are trying to manipulate you.
00:01:48.460 We're also going to talk about an astonishing announcement that came from the Trump administration this week of a massive oil deal with Venezuela, 65 billion barrels of oil.
00:02:00.340 A big deal. The details are still not entirely clear, but we're going to give you what we know.
00:02:05.320 It could have an enormous impact on jobs, on the economy, on national security, and ultimately the price of gasoline at the pump.
00:02:12.900 Yeah, it really is impressive there.
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00:03:09.540 All right, Senator. So before we get into politics, you had one heck of a week. It was book debut week with this incredible book you've written about Clarence Thomas. And it was a really fun week for you. What were some of the highlights? Because you got to sit down with some good friends in the business and promote this book. And also it is at the top of the list on Amazon as well.
00:03:30.680 Well, it was also a big week for Verdict because last week we had an exclusive interview with Clarence Thomas on the Verdict podcast, spent about an hour and 20 minutes with him. It's the first and only podcast Justice Thomas has ever done. We've right now got, we're approaching a million views on YouTube for the Clarence Thomas interview.
00:03:49.300 I will say if you didn't happen to watch the interview, I'd encourage you go to YouTube, watch it on YouTube, subscribe on YouTube, because it really is it gives you a window into the great man and into who he is.
00:04:01.060 And he's very candid with me. He and I go back 30 years. So we talk about his life story. We talk about his jurisprudence.
00:04:07.600 We talk about his journey from angry, radical leftist to one of the most important conservative thinkers who have ever lived.
00:04:15.100 uh and and also as you mentioned my book going further are the incomparable clarence thomas it
00:04:22.260 it debuted last week it immediately shopped to number one uh in the country the number one
00:04:27.780 bestseller on amazon so if you haven't gotten the book yet i would encourage you go buy the book you
00:04:32.860 can get it on amazon barnes and noble wherever you get books and it also makes a great gift look i
00:04:37.440 wrote this book because people need role models people need to to admire heroes and i think
00:04:44.880 Clarence Thomas is an American hero. He's a role model for me. He's someone I admire.
00:04:50.240 It's a big part of why I wrote the book, because I think his story is so extraordinary that I
00:04:54.200 wanted people to really understand Clarence Thomas, the man, Clarence Thomas, the justice.
00:04:59.720 And so the book, I think, makes a great birthday present, Christmas present, graduation present,
00:05:06.380 particularly for a young person, if you have kids or grandkids, or if you're a teenager yourself,
00:05:13.640 or you're in college, it's a great gift for your buddies
00:05:16.820 because it's a fantastic story of someone that I admire
00:05:21.400 and that I think a lot of other folks should admire too.
00:05:25.520 Yeah, by the way, if you're looking for an awesome gift for Christmas,
00:05:27.940 just thinking ahead, there are signed copies actually available online
00:05:32.100 that you can get as well that you've signed,
00:05:33.820 so you can check for those as well.
00:05:35.620 It's a really cool gift to give somebody an autographed copy
00:05:37.960 by the author of a book, so look for that one as well.
00:05:41.020 All right, I want to get into, Senator, this is a AI centers, and I want to kind of step back and explain this from ground zero.
00:05:51.300 There is a war happening right now with AI data centers, and whoever controls it is going to control information in a way that you can't even imagine and influence AI and the way that it answers questions, whether that is freedom of speech or if it's pure propaganda.
00:06:08.580 China understands this.
00:06:10.440 They understood it, I think, even before probably a lot of people in the U.S. did.
00:06:14.360 They are all in to control AI.
00:06:17.440 And America is obviously now, we're advocating for it.
00:06:21.160 A lot of people are.
00:06:21.780 But there is so much anti-AI-centered propaganda, much in the way that we've seen a lot of that with nuclear reactors and nuclear power, for example.
00:06:31.660 They're using the same kind of thing of fear-mongering against Americans.
00:06:35.740 and they understand that if they can get Americans to turn against AI sinners,
00:06:39.480 they win this race, and it's a national security issue as well. 0.56
00:06:42.340 Well, I want to say verdict listeners, I think, are exceptionally savvy.
00:06:47.920 You are informed consumers of news.
00:06:51.120 You're informed in the world of politics
00:06:53.220 because you actually take the time to learn and understand an issue.
00:06:56.860 And I will say it is much harder today to be informed in many ways
00:07:01.360 because so much of what we perceive as to be organic, to be genuine discussion is fake.
00:07:08.660 And so much of what we get, I don't know about you, Ben, but so much of what I get is from Twitter,
00:07:13.240 from X, and you see things and you just react, oh, okay, so everyone's talking about this. Oh,
00:07:18.300 so people are worked up about this. Oh, this is what people think. And there is a problem,
00:07:22.920 there's a broader problem that a great many of the so-called influencers are being paid.
00:07:28.200 The degree of money that is sloshing around, that people are being paid to say this and that and whatever, and you think, oh, this is so-and-so, and I trust them, so I'm going to listen to what they have to say.
00:07:43.580 That makes it very challenging because all of the payments are under the carpet.
00:07:49.920 They're hidden.
00:07:50.600 People don't know it's happening.
00:07:53.400 By the way, the shock of what you just said there, so if you understand how big this has gotten.
00:07:58.200 I was shocked how many people that I considered colleagues slash friends in the conservative movement that started posting things that were anti-Israel, and I at first could not believe how bad it was, and then I found out and saw into this dark world of how many people were actually paid for those tweets, and then I figured out, I'm like, okay, so these people that I know, and I've known for decades, they're getting massive paychecks out of them to say things that are anti-Israel.
00:08:25.760 That was the first time I'd ever seen just how, like, the tentacles had come out around the world to buy people's opinions or retweets or tweets.
00:08:34.340 And some of them I know well, which I think was even more shocking slash honestly disappointing.
00:08:38.680 Yeah, so there are two things that are referred to.
00:08:40.820 One are bots and one are sock puppets, and they're different things.
00:08:44.140 So a bot is a fake account.
00:08:46.500 It's an account that is automated.
00:08:48.220 It's an account that is made to look like a human being.
00:08:50.400 And they go to great efforts to make it look like a real person, someone that seems like a, you know, ordinary American that just got a view.
00:08:56.820 That's a bot, and there are millions of bots online.
00:09:00.540 They're also sock puppets, and sock puppets are real people.
00:09:03.680 They are real human beings.
00:09:05.020 They're people that you know and I know, but they just happen to be taking a check from someone to put out particular content, either misinformation or just propaganda.
00:09:16.560 And so they're a real person, but they're secretly on the take.
00:09:19.460 Both of those have become, I think, an epidemic online. And listen, you and I spend a lot of our
00:09:26.700 time engaged in the political world, engaged in the policy world. And I will say six months ago,
00:09:33.020 the question of data centers was not a major political issue. Six months ago, you didn't
00:09:38.420 hear about data centers much. They were being built, but it was sort of, you'd have a groundbreaking,
00:09:42.520 and there'd be a press release, and reporters would go. You know, I remember six months ago
00:09:46.400 so there was a big Google data center in West Texas. I went to the groundbreaking. It was
00:09:50.020 billions of dollars being invested. And 100% of the reaction at the time was enthusiasm. Usually
00:09:55.440 when you have billions of dollars being invested, big construction project, lots of jobs,
00:10:00.680 everyone in the community was excited about it. I have never seen in my adult life a policy issue
00:10:09.660 change and a political issue change faster. And in the last six months, the politics on data
00:10:15.560 centers. Let me be very clear. It's a train wreck right now. It is bad. Democrats have decided they
00:10:22.620 hate data centers, that data centers are the poster child for evil. So you have Democrats
00:10:27.860 like Kathy Hochul, the governor of New York, banning data centers in the state of New York.
00:10:32.580 But the thing to understand is Republicans are not far away and they're not behaving irrationally.
00:10:38.440 If you poll data centers right now, they are underwater about 70-30. It is ugly. People hate
00:10:45.380 data centers. They are angry about the data centers. And that dynamic is very real. The
00:10:53.180 elected officials, look, most elected officials are cowards. That's just the reality. They react, 0.99
00:10:58.700 they react out of fear. And if they see the mob, they run the other way from the mob. Wherever the
00:11:03.680 mob is, they run the other way. That makes them very easy for our adversaries to manipulate,
00:11:09.040 because all you do is create the appearance of a mob. And a lot of politicians, particularly those
00:11:13.540 not blessed with backbone, just head the opposite direction. Now, there are real and legitimate
00:11:22.480 concerns about data centers. Let me start by saying that. The top two concerns that the polling shows
00:11:29.260 are there are water and power. And water is number one, power is number two. And let me break both of
00:11:35.340 those down on substance, and then we're going to talk about the Chinese bots. Water, that consistently 0.95
00:11:41.800 comes as your number one concern. I don't want a data center taking all my water.
00:11:46.440 Yeah.
00:11:46.680 That is, to a very large extent, driven by online misinformation and propaganda. Why?
00:11:56.440 Because most new data centers that are going in use what's called closed-loop cooling,
00:12:02.520 which is basically they take the same water and they circulate it around and around and around,
00:12:07.500 and so they use actually very little water. A closed-loop, an open-loop data center cooling
00:12:12.420 uses more water. That was the first iteration that was built. That was a legitimate and fair
00:12:17.340 concern. Virtually all of them have shifted now to closed-loop, so their water consumption is
00:12:22.660 really quite minimal. A data center consumes a fraction of the water that, say, a farm consumes,
00:12:31.640 an almond orchard consumes, a golf course consumes. Like, a golf course versus a data center,
00:12:37.000 in and even close the golf course uses much much more water and should we be careful careful people
00:12:43.220 are going to start wanting to ban golf courses now calm down we don't yeah that would be look
00:12:47.620 don't give the chinese any ideas and listen of course we should be good stewards of our resources
00:12:54.480 and water is a relatively scarce resource it's more scarce in some parts of the country than in
00:12:59.780 others but we should be good stewards so the water concern is a reasonable objective but it is based
00:13:05.920 most often on mistaken facts because the water consumption is a fraction of the water consumption
00:13:13.220 of most other commercial entities in a community. Number two, power. Now, power is consistently in
00:13:21.960 the polling the second most frequent concern. And this one is a more legitimate concern.
00:13:27.820 This one is fair. And I think the voters have a reason to be pissed off. Now, listen, when a data
00:13:34.920 center comes in politicians typically tell the consumers hey your electricity bill is not going
00:13:41.900 to go up and you know what most voters don't believe that and there's a reason for that
00:13:48.620 do you know that since 2021 so that's just five years ago the average electricity bill in america
00:13:56.300 has gone up more than 30 percent and by the way to put this into perspective we were looking at
00:14:01.720 some polling data the other day, I was shocked to know that the majority of middle Americans
00:14:06.660 actually know their power bill now within $20 of what it was last month because it's gotten to be
00:14:13.300 such a household issue of what are we spending, turn the lights off, check the AC, temperature.
00:14:19.240 This is a very real concern for Americans. And that's, by the way, a lot more than I thought
00:14:23.020 it was going to be of how many Americans know, like almost to the exact dollar, what their power
00:14:27.600 bill was last month yeah so it is real and and affordability you're hearing about that a lot
00:14:32.520 that's a very real issue that the cost of everything has gone up the cost of food the
00:14:36.940 cost of gasoline the cost of insurance the cost of electricity everything's gone up and and people
00:14:42.220 are struggling to make ends meet that that is a real and fair concern uh and you know i've spent
00:14:49.680 a lot of time as you know i'm the chairman of the senate commerce committee which has jurisdiction
00:14:54.500 over 40% of the US economy, including all of technology, including all of AI. And so it's
00:15:00.820 my job responsibility to be examining these issues and focused closely. And so I meet with
00:15:05.920 lots of business leaders, business leaders across the board in the energy space, the technology
00:15:11.560 space. And one thing that I am urging anyone building a data center, and you're seeing more
00:15:18.640 and more elected officials say this. If a data center comes in, it needs to be a net negative
00:15:25.460 user of power. In other words, it needs to produce more electricity through its own generation
00:15:32.280 than it consumes so that the effect of the data center going online should be that people's power
00:15:39.000 bills go down. You're saying more and more, Greg Abbott, the governor of Texas, has just put out a
00:15:44.540 a new order that mandates that, that you have to have minimal water consumption and that you cannot
00:15:50.760 be burdening the grid, but instead you have to be producing power rather than taking power off.
00:15:56.160 I think both of those are common sense steps. I think those should be mandated. Those should be
00:16:00.900 required. But let's cover the story about the bots, and then I want to talk about how we should
00:16:07.500 address this. So the story broke this week about the bots, and X put out a statement from their
00:16:12.680 global uh uh governance team here's what what x said quote the x safety team conducted an
00:16:20.860 investigation into suspected chinese inauthentic accounts involved in influence operations
00:16:27.340 we identified a bot farm of approximately 200 000 accounts with it within this farm
00:16:35.880 we found 200 accounts posting in a manner that could manipulate a legitimate debate
00:16:41.840 about American AI and energy policy. These posts contain claims that AI data centers
00:16:49.720 are driving up household electricity prices and straining the grid. Others included AI-generated
00:16:57.820 cartoons that depicted data center operators enriching themselves at the public's expense.
00:17:04.720 We remain committed to an open and authentic platform where people debate topics of public interest. We take seriously any attempts to undermine the integrity of the global town square and suspend accounts that violate our authenticity policy.
00:17:21.580 They actually included two examples of Chinese bots.
00:17:26.020 One was an account named Thomas Jackson. 0.80
00:17:28.640 So it sounds like a very American name, seems perfectly normal.
00:17:33.480 Well, Thomas Jackson, what is it, 87830, sent out this cartoon,
00:17:40.520 data centers get subsidized while we foot the bill.
00:17:43.940 That was a fake Chinese bot.
00:17:45.820 There's another one, Patricia Robinson, again, a very normal-sounding name.
00:17:51.580 saying the AI industry is booming, but the costs are borne by ordinary people.
00:17:58.280 This is outright propaganda, and it is happening at a very serious level.
00:18:07.080 And we need to be aware of it.
00:18:09.240 We need to be savvy consumers that when you're online, when you're online in the public debate,
00:18:14.660 and you start seeing all this stuff and think, huh, that's organic. 0.64
00:18:17.820 Like, understand the Chinese communists are investing millions of dollars to try to convince you you hate data centers.
00:18:27.560 And there are a lot of folks, there are a lot of good conservatives that are now echoing those statements, and they don't realize just how much propaganda and manipulation they're being subject to.
00:18:37.580 Yeah, and look, there's a lot of people that I know that assume that these AI data centers – I had this debate the other day with some friends, and this is how big of an issue this has become.
00:18:46.080 They're like, dude, I don't want my power lines humming behind my house all the time if they put a data center 35 miles down the road.
00:18:53.540 And I'm like, you've seen a video online early on where that happened.
00:18:57.740 Now they've changed how they're doing these AI data centers.
00:19:00.380 And they're like, well, I hear they're running out of water everywhere.
00:19:02.820 I'm like, most of these, you and I have talked about the center.
00:19:05.300 They're these closed water systems.
00:19:07.960 So they're not just sucking water like crazy into these data centers, which is what's been described with the propaganda that's been put online.
00:19:14.700 And it goes back to something you said earlier.
00:19:17.920 Americans should be concerned.
00:19:19.640 We should do this in a responsible way.
00:19:21.180 You pointed to what Texas just said.
00:19:22.660 If you're going to build these things, you have to be a net positive to the grid, not a net negative to the grid.
00:19:27.300 You can do that.
00:19:28.260 But what the governor in New York did was exactly what China wanted.
00:19:33.420 And I think we should do the compare and contrast on that.
00:19:35.940 China wants these governors to walk out there and go moratorium because every moment you shut these down from being created in the U.S.,
00:19:43.360 They're building 10x of them in China.
00:19:45.960 Look, this is very much like, and we saw that in the last two decades,
00:19:50.460 Middle Eastern countries that would fund anti-oil and gas and anti-fracking campaigns.
00:19:56.440 And the anti-fracking campaigns, you remember, what was it, Gasland and Gasland 2,
00:20:01.180 these propaganda movies about how terrible fracking was.
00:20:04.600 And at the very back, you see that they're funded by Qatar. 0.76
00:20:07.600 They're funded by Middle Eastern countries that are producing a crap ton of oil. 0.85
00:20:11.680 And it's really simple. 0.92
00:20:12.620 they're saying, please don't produce your own oil and gas just by ours. China's doing the same
00:20:17.420 thing. They're saying, look, data centers are what produces AI. And by the way, AI is coming.
00:20:23.700 You may be concerned about AI. You may be right to be concerned about AI, but it ain't stopping.
00:20:28.440 It is coming. And so China is sitting there saying, if we can get the United States to
00:20:35.660 handcuff their own efforts to shut down every data center, then you know what they're going to do? 0.63
00:20:40.120 they're going to have to buy all their AI from China. That means all the data centers will be
00:20:44.320 in China. That means China will have control of all the data. That means China will have 0.87
00:20:48.600 espionage over everything you do on AI. That means China will use AI to engage in propaganda 0.71
00:20:54.060 and push you on every other issue through AI. It is getting a total tunnel into your family,
00:21:00.380 into your kids, into your life. Like China is engaged in a thousand year war. And if they win 0.95
00:21:07.240 the war for AI, and if they convince us, okay, we're going to unilaterally disarm, the consequences
00:21:13.640 are catastrophic. And I got to tell you, Ben, I think we're at a moment that could be very much
00:21:18.580 like Three Mile Island. Three Mile Island, you had a nuclear accident. And that one nuclear
00:21:26.180 accident, look, it was concerning. It was dangerous. The result of that one accident,
00:21:30.720 for 30 years, the United States did not build another nuclear reactor. For 30 years,
00:21:37.040 we did nothing. It was because of politicians overreacted to that one accident. And you know
00:21:41.920 what happened? China built a ton of nuclear reactors. And actually, China took over the
00:21:46.640 technology from us. They just leapfrogged ahead of us. They're like, all right, you idiots don't 0.63
00:21:50.420 want nuclear reactors. We'll lead the world in that. We're at a dangerous point. I think there 1.00
00:21:57.780 is a real possibility, Ben, in nine months, every single state in America may ban data centers.
00:22:06.400 That's how bad the politics is. And I'm talking to a lot of business leaders saying, you don't understand that this has suddenly turned really dark and really ugly. And by the way, here's how it gets worse.
00:22:21.420 It's a legitimate campaign issue now. It is a question every politician is being asked by either people in the audience at a town hall-esque forum or certainly by the media.
00:22:31.440 Like, that's when you know it is hit nationwide, when every politician out there is running.
00:22:36.000 If you have a good comms team, they're prepping you for these AI questions.
00:22:39.440 It is an issue in every campaign across the country.
00:22:41.920 And what I'm telling these business leaders is if you think the politics is bad now, if we get to election day and the narrative that comes out of election day is the politicians who supported AI or supported data centers, they lost as bad as you think the politics is now.
00:23:01.060 it will get 10x worse next year. Because, look, politicians are risk averse. If they think,
00:23:07.960 wait a second, if I support data centers, I will lose my job, they will run like scared children
00:23:15.940 the other direction. And so that herd mentality, it's why I'm not saying it's 100% this is going
00:23:22.940 to happen. It depends how the election goes. It depends on where the public debate moves.
00:23:28.540 but I'll tell you what I'm urging the business leaders to do. Have you ever studied public
00:23:34.500 choice theory? Oh yes. So it's a school of economics. Public choice theory is a school
00:23:39.820 of economics that examines how decision making is made in a democratic society and it examines it
00:23:45.620 through an economic lens. And one of the basic foundational principles of public choice theory
00:23:51.040 is that if you have really concentrated benefits with a limited number of people but significant
00:23:57.460 benefits and you have on the other side really diffuse harms across a lot of people and the harms
00:24:03.380 might be orders of magnitude greater than the benefits much much worse harms than benefits but
00:24:08.860 they're diffuse among a lot of people public choice theory lays out how in almost every
00:24:13.580 circumstance the concentrated benefits will defeat the diffuse harms even though for society
00:24:19.280 that's a much worse outcome because you're getting a lot more harm than good what does that mean for
00:24:25.120 data centers. What I'm telling any business leader that's putting in a data center, and by the way,
00:24:30.360 those business leaders are not just tech companies. They're also industrial companies,
00:24:33.900 construction companies, energy companies, electricity companies, power companies.
00:24:37.660 Let me ask you a question because I think part of the fear-mongering behind this is everybody
00:24:41.920 thinks that these data centers are being built by these like boogeyman companies that you've
00:24:46.780 never heard of, that just existed now. Can we just make people understand something that I
00:24:53.220 think is really important on these AI centers. These are mainstream American companies that
00:24:58.320 need AI that are building these AI centers. Throw some of the names out there just so
00:25:02.580 people understand how mainstream this is.
00:25:04.400 Oh, look, the big tech companies are all doing Google, Meta, Apple, Amazon. They're
00:25:12.740 all doing Microsoft. They're all doing massive investments. But you've also got every big
00:25:18.980 company is using and having contracts for data centers. So, you know, all the airlines, American
00:25:26.180 Airlines, United, Delta, all of them. You've got Exxon Mobil. You've got every Chevron. You've got
00:25:31.700 every energy company is doing it. You've got Caterpillar. You've got every manufacturing
00:25:37.060 company. You look at AI getting involved in the industrial, you know, GM, Ford, Tesla, like every
00:25:45.660 car company and the healthcare industry this is the one that i think people need to understand the
00:25:49.900 most i was talking to a doctor the other day at nb anderson and he was saying that he believes
00:25:54.900 that cancer will be cured through ai because they're able to connect so many dots around the
00:26:01.060 world with data that's coming in he said for the future of of incurable diseases things we haven't
00:26:07.140 figured out how to fix yet he said he believes that ai at some point will be the equivalent of
00:26:13.140 50 years of research for one year of AI, because when you can connect all the data and put it all
00:26:18.300 together and have these answers come back quicker and cross-reference and cross-check studies and
00:26:23.540 these clinical trials and things like that, he thinks it will add life like we've never seen
00:26:29.400 before to people, not just in America, but around the world. That's another example of why AI in
00:26:34.620 some capacity in the future could literally help save your life. And there is lots of upside. And
00:26:39.180 I want to be clear. There are a ton of downsides when it comes to AI as well. And I'm very,
00:26:44.620 very focused on the downside. In fact, I'm the only member of Congress who has authored and
00:26:48.540 passed legislation restricting AI. And that was in particular the Take It Down Act that criminalized
00:26:54.940 AI using deep fakes to create intimate images of real people and made it a crime and forced
00:27:02.020 the tech companies to take that content down. There are lots of very real problems that need
00:27:06.960 to be addressed that I am addressing, particularly protecting kids online that are very serious.
00:27:12.060 But the reality is AI is right now, every business, if you have a job working for any
00:27:19.700 company of any size, AI is intertwined in your job. You talked about healthcare. If you go into
00:27:26.460 the hospital and get an MRI or a CAT scan, AI is analyzing that to discover if you have an injury,
00:27:32.040 if you have a disease, all of that, that's where the capital is coming from to build these data
00:27:37.720 centers. And one thing to understand, look, we've had data centers for 20 years. Nobody knew about
00:27:43.620 them. Nobody cared about them. They were a warehouse. Look, you don't build a data center
00:27:47.480 in downtown New York or downtown Houston because real estate's too expensive for the same reason.
00:27:53.440 Yeah, you build where it's the cheapest area you can buy land.
00:27:56.200 You don't build a warehouse in downtown either. You build it further out in the country in a
00:28:00.860 smaller community, and the driving factors are the biggest factor is access to low-cost energy,
00:28:06.480 but also you want real estate. It needs to be more in the countryside where you can get a larger
00:28:10.640 space for footprint. But we've had data centers for decades. Nobody's noticed. Nobody's cared.
00:28:16.820 It hasn't impacted anything. Now, there's a lot more being built now because AI has increased
00:28:21.300 the demand. But this massive pushback to AI is not spontaneous or organic. And this massive
00:28:32.260 pushback, and understand the data center pushback is separate and discreet from AI. Some people
00:28:37.980 think, well, it's just concerns about AI. That's not what the polling shows. The polling shows
00:28:42.760 that it's water and power that are one and two. And let me tell you what I'm telling business
00:28:47.800 leaders, Ben. I'm saying, given the public choice theory, you need to make the benefits
00:28:54.380 of a data center absolutely clear and unequivocal and unmistakable. So do not come into a community,
00:29:02.880 a little town, and say, hey, we're going to put a data center in, and the result will be your
00:29:08.580 electricity bill will go down two and a half percent. As I said, nobody believes you. We've
00:29:15.480 seen our power bills go up and up and up. And maybe it's true, maybe it's not, but it doesn't
00:29:19.720 matter. That's the kind of claim. And also, you know, you have some folks, we're going to go in
00:29:23.660 and put in a new scoreboard for the Little League. Okay, that's fine. But at the end of the day,
00:29:28.700 that doesn't address the concern, damn it, I can't afford to pay my power bill and I'm having 0.90
00:29:33.720 trouble providing for my family because I can't pay my bills. That anger is real and needs to be 0.93
00:29:38.720 addressed. So here's what I'm telling business leaders. Number one, make it explicit. Send
00:29:43.840 people money. Send them checks. Send them a hundred bucks a month. Send them 500 bucks a month. Send
00:29:50.660 them a thousand bucks a month. I want you to imagine, you know, you're living in a small town
00:29:54.740 and a data center is going to go, you know, three miles down the road. And the result of it is you
00:29:59.660 get a thousand dollars a month every month going forward. Like that's real money. That's mailbox
00:30:04.340 money. And by the way, yes, you know, the community ought to be able to decide. You don't want the
00:30:08.440 data center. Say no. Okay. You don't get the thousand bucks a month. No data center. You know
00:30:12.320 what? There's going to be another town where the residents say, gosh, I could use a thousand bucks
00:30:17.400 a month. That would change the politics significantly. There's a second thing I'm
00:30:22.220 suggesting, Ben. I'm suggesting to these CEOs, go into a community, build a data center, and tell
00:30:29.440 the constituents, when the data center goes online, your electricity will be free for the rest of your
00:30:36.440 life. Not down 2%, free. You don't pay a power bill for the rest of your life. Hot diggity damn.
00:30:44.460 You want to talk about getting people's attention. If the result is suddenly you say, 0.99
00:30:49.940 we're going to pay your electricity bill forever, you're going to get suddenly people eager to say,
00:30:54.240 no, no, no. Don't put the data center in that town. Put it in my town. I want my electricity
00:30:58.720 bill to go away. And I got to say the tech world, they're just, they don't understand the politics
00:31:04.640 very well. And so I'm trying to tell him, look, if you don't start engaging and leaning in,
00:31:12.160 you're going to wake up and it's going to be Three Mile Island and we're going to discover 0.88
00:31:15.660 suddenly China has convinced America to shut ourselves down. Yeah. 90 days ago, by the way, 0.93
00:31:21.680 I thought it was going to be a Republican versus Democrat issue where it was going to be Republican
00:31:26.540 governors are in favor of this. Democrats are against Republican states. They were open for
00:31:30.360 business now we're seeing as you mentioned that changing where it could be all against the whole
00:31:34.780 country against and i hope this show uh people will share it i hope you'll share it with your
00:31:38.840 friends because i i think we debunked a lot here that's important and obviously we're going to keep
00:31:44.460 watching this issue because it's going to affect all of our lives moving forward i want to move
00:31:48.360 center to another issue real quick which is we've had a lot of big breaking news over the weekend
00:31:52.140 and that was the president united states america announcing a historic deal with a massive amount
00:31:57.720 of oil on true social the president saying we've got this deal now with venezuela it is going to
00:32:03.440 be huge for not just america but the world and the price of gas could go down significantly for
00:32:07.960 americans talk about what this is and what it means well this week president trump announced
00:32:12.880 a new deal with venezuela a deal for 65 billion barrels of oil that is a massive amount of oil
00:32:21.600 venezuela has the largest proven reserves of any country on earth and and and this is a deal that
00:32:26.920 will be funded by a private company, but with the U.S. government as a major investor in the
00:32:33.400 company and under the terms that was announced, that company will have access to the oil at cost
00:32:40.520 and the U.S. government is taking an equity position and will get the upsides in terms of
00:32:45.040 the profits from that oil. I will say, as we're talking about this right now, the full details of
00:32:51.820 the deal are still somewhat opaque. It is difficult to know exactly what's going on.
00:32:56.900 My reactions initially, number one, 65 billion barrels of oil is a big deal. That is a lot of
00:33:02.820 oil, a massive amount. And the United States getting access to that, that's good for American
00:33:10.920 jobs. It's good for the economy. And it's also good in the long term for gasoline prices. Although
00:33:16.340 to be fair, do not expect this to have an immediate impact on gasoline prices. It will
00:33:21.640 still take years or even decades to build up the infrastructure to produce all of that oil. So that
00:33:26.780 will not happen overnight. That being said, there are also significant concerns being raised. Number
00:33:34.640 one, this is a deal that was cut with Delcy Rodriguez, who is the interim president of
00:33:39.560 Venezuela. She was Nicolas Maduro's vice president. She is a communist. She is a Marxist. She has a
00:33:45.220 long history of being viciously anti-American. Maduro was illegitimate and Delcey Rodriguez is
00:33:52.160 illegitimate. Neither one of them were elected by the people. And the Trump administration has
00:33:58.380 kept Delcey in for a period of time during transition. What I've been saying consistently
00:34:03.620 is there need to be free and fair elections. Let the people of Venezuela choose who their
00:34:07.620 leadership is rather than maintaining someone illegitimate. I still think that's the right
00:34:12.380 decision. I certainly don't want this oil deal to somehow push off the notion that the people
00:34:20.100 of Venezuela get to elect their own leaders. I don't think we should be maintaining anti-American
00:34:25.060 communists in power against the wishes of the people who elected them. I'll say secondly,
00:34:31.640 we are hearing concerns from some particularly in the oil and gas business. So Chevron is
00:34:37.000 anticipating putting and is contemplating at least putting billions of dollars of investment
00:34:41.860 into Venezuela. They already have significant investments in Venezuela. And I got to say,
00:34:46.540 if you're an American company, the prospect of competing against another company that is
00:34:53.500 business partners with the federal government, the U.S. government, and that has a special deal
00:34:58.520 with the Venezuelan government, that's going to make you as a private company pause and say,
00:35:04.080 wait, is this a fair playing field? Can I compete here? And so how that's worked out,
00:35:10.380 It's unclear at this point, but those are a concern a number in the energy world are raising, and I think those are reasonable concerns to ask.
00:35:17.920 There is also the longer-term concern that this deal is being done through the Office of Strategic Capital at the Department of War, and it is being done in exchange for equity ownership in the company.
00:35:31.800 We've talked before on this podcast how I am very uncomfortable with this administration's
00:35:38.680 taking equity positions in lots and lots of companies. I think that is a very bad precedent.
00:35:43.700 I think it puts us on a slippery slope. They started it with Intel taking a big equity
00:35:48.700 position in Intel. I think, look, if you look at the definition of socialism, socialism is
00:35:55.120 government ownership of the means of production or distribution in an economy. If the federal
00:36:00.540 government starts taking a major equity position and just can you say that again because that is
00:36:04.920 the warning that is the warning that people need to hear and why you're saying when the u.s
00:36:09.620 government starts getting into these businesses these private businesses and ownership positions
00:36:13.640 at first it can sound great but this goes back to when we had the big fall in 08 and lehman
00:36:19.360 brothers and should america take equity positions these companies and it was a grand economic debate
00:36:24.340 but say that statement again because this is what you mean when you say the slippery slope
00:36:28.460 that if we start this what does it end with does it end with government ownership in the biggest
00:36:33.500 sectors and then we as americans are dependent on the government not the private sector anymore
00:36:37.580 so the textbook definition of socialism is government ownership or control of the means
00:36:45.740 of production or distribution in an economy at the end of the day if we end up with the federal
00:36:52.960 government having equity shares, ownership stakes in the biggest companies of America,
00:36:59.640 that is socialism. It is the definition of socialism. And there's a combination of,
00:37:04.940 number one, you look at what China does, where the Chinese government and every company in China has
00:37:08.960 what's called the golden share. And the golden share gives them the ability to control the
00:37:13.460 companies. It makes every company an arm of the government. That ain't good. I don't want every
00:37:19.180 company in America to be an arm of the federal government. And you may think it's great when
00:37:23.180 it's Donald Trump, but you know what? Donald Trump is not going to be the last president.
00:37:27.300 And it ain't nearly that great if it's President Elizabeth Warren or President AOC
00:37:31.780 or whatever communist comes next. And so I think it is a very, very dangerous proposition. And I'll
00:37:40.220 tell you, President Trump and I have discussed this multiple times. What I am urging him to do
00:37:45.700 is to take these equity positions that they have taken and before he leaves office put them
00:37:53.460 directly into the trump accounts of 70 million kids transfer them out of the federal government
00:37:58.200 and send them to the children of america instead so that that way you have america with a widespread
00:38:04.700 investment in the companies of america but you don't have the government having the ability to
00:38:09.640 control those companies having the ability to dictate and by the way think about how a left-wing
00:38:15.060 president would use that equity share share you know think how bad woke was now imagine a
00:38:22.400 president elizabeth warren telling every company we own 10 of your company let me tell you right 0.71
00:38:27.040 now you've got a higher 20 uh transgender left-handed witches uh non-binary bubble like 0.92
00:38:35.160 that's giving government power over the private sector is a really dangerous road to be on 0.99
00:38:45.160 And so I am encouraged that we have a deal to access a massive amount of oil.
00:38:53.180 That, for energy and jobs, is good.
00:38:55.400 But there are also some dangerous aspects here that we need to be cautious about,
00:38:59.520 and we need to think carefully through where this goes going forward.
00:39:03.160 Yeah, no doubt about it.
00:39:04.280 We're going to keep doing this show just like this.
00:39:06.740 Hopefully you learn from it.
00:39:07.880 Hopefully you'll share it with your family and your friends.
00:39:10.260 Don't forget, our episodes come out Monday, Wednesday, Friday,
00:39:12.580 So hit that subscribe or auto-download button wherever you get your podcasts.
00:39:16.080 You can watch most episodes on YouTube as well.
00:39:18.980 And don't forget, Senator Cruz's new book on Clarence Thomas is out right now.
00:39:22.940 You can grab it on Amazon or wherever you get your books.
00:39:25.980 It's a great president as well.
00:39:27.560 And the senator and I will see you back here in a couple of days.
00:39:42.580 live your life like that hey i'm jack armstrong he's joe getty we're armstrong and getty we try
00:39:47.340 to bring you the truth and help you figure out this crazy modern world about something about
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