The Ledger, every show

“And I think that was one of the things that Charlie exemplified better than anyone in this kind of modern media genre is showing people that you can have a discourse, you can have a debate, you can have a dialogue in the same way that as a group, we've had fig…”

“Much of what we see in terms of The evolution of society in the West can be viewed through a lens of Suicide. That the West may be committing suicide financially in our deficit spending, in terms of birth rate decline, so we're kind of destroying our dollar, w…”

“I believe a hundred percent in ending the federal student loan program. And I think that it will force a restructuring of the entire higher education system in the United States, which no one wants to hear, no one wants to do, and everyone's against. But I thi…”

“And in these markets, there's a dearth of qualified teachers to stand in front of a class and teach folks. And so by using AI, these kids are now getting ahead of American kids.”

“Socialism will sweep over this nation, I fear, and I think it's a cancer.”

“By my calculation from last year, I think nearly half of Americans are employed directly or indirectly by the government at this point”

“And it sounds crazy today, but I guarantee if you put it on Polymarket, there will be a date when this happens.”

“For me, it feels like actually a little bit of a beginning of a wave that's going to continue to sweep over this country starting in cities, and I think that we're at the very early stages.”

“I think we'll look back and I jokingly say that Kamala Harris is going to look like a conservative candidate pretty soon.”

“What will happen is the capital markets will flood to fill that hole. Banks and lenders will show up and they will say, you know what? We'll underwrite the loans, but they'll underwrite it by saying good colleges get the, get, get loans and bad colleges don't.…”

“And just like we were knocked over by DeepSeq, I think we will be knocked over by some semiconductor manufacturing processes coming out of China in the near term.”

“So I do think that there's going to be an emergent competitive threat coming out of China to NVIDIA. And just like we were knocked over by DeepSeq, I think we will be knocked over by some semiconductor manufacturing processes coming out of China in the near te…”

“I do think that there's a real probability of revenue decline in the next five years. So if you look at the enterprise install base, I think that cloud gets competed away. So I do think like on the application software layer, they're going to have a really har…”

“So generally speaking, I think that the premise that AI destroys jobs is wrong because it doesn't take into account the significantly higher return on invested capital, which means more capital is going to be deployed, which means actually far more jobs are go…”

“It is absolute disgrace. If you're an American, you should feel shame that your elected officials are proposing that this is the bill that gets passed, that we vaporize this much money, that we put ourselves this much further in debt, that we do not treat the …”

“I don't know why an institution that has fifty three billion of capital and is making probably four or five billion a year shouldn't pay taxes on that income.”

“China, one thing that's not talked about, which I'll add in, seems to have developed three nanometer semiconductor manufacturing technology, which is going to go into production in Q three of 20, 25, and will end up being in full production in 20, 26.”

“And that's what drives the growth and the improvement in productivity and this extraordinary abundance in energy, in mining, and now in manufacturing. And it's, I think, gonna lead to a great era of prosperity for China. It's pretty clear with or without the c…”

“And that's where my theory on, like, I think socialism's gonna be on the rise this year. If they're successful, I think you'll see a big boom.”

“The second order effect is you're actually hurting the market and you're hurting the rebuild effort because you're reducing the incentive for folks to come in and fill the void in the market that is necessary for us to accelerate the development of 15,000 home…”

“I think that the party line is that socialism was defeated in this election cycle, and that there was a resounding kind of vote from the American populace against socialism, and I actually think my contrarian belief is that we'll see a rise, a dramatic rise in…”

“I do think Bitcoin fundamentally is meant to be, supposed to be, ultimately will become a real threat to the US dollar”

“I think it's more likely than not that people are going to go market bullshit securities in private markets and rip poor people off even worse.”

“I will say that there are a number of things that RFK have said that, that Cause me a lot of trouble that I'm very troubled by, because I think that he has said things that are factually wrong.”

“I will comment on the California Coastal Commission ruling that was based on Elon's political tweets, which is why they stopped additional launches out of Vandenberg.”

“Everyone that owns a function no longer needs an analyst. The analyst is the model that's sitting on the computer in front of you right now, and you tell it what you want, and not days later, but minutes later, you get your answer.”

“I don't think that mobile handsets are going to be around in 10 years. I don't think we're going to have this, like, phone in our pocket that we're like, Pressing buttons on and touching and telling it where on the browser to go to the browser interface is goi…”

“And the tipping point is when half or more of the population begins to be employed by the government, at which point that concept is lost. Because now it is the government that is the employer, not one's own individual liberties and ability to go out and be en…”

“The real cause of price inflation in food is not the supposed price gouging by corporate players in the ag and food industry, all of whom are deeply competitive with one another, but rather is the result of the inflation associated with government spending and…”

“Trying to step in and cap prices will reduce competition, and as a result, will reduce investment in improving productivity”

“All I know is that there have been other conversations I've been privy to behind closed doors where senior people have been passed over because they are Jewish and because of the concerns of someone Jewish being viewed to be in a leadership position in an orga…”

“There was a, an individual on the board who was supposed to be elected chairman. They went in for the vote. And in that board meeting, this individual who happens to be Jewish, there was a conversation that ensued about, you can't be the chairman at this time,…”

“I think that the tooling and the capabilities to enable the enterprise to write their own custom workplace productivity tools and their own custom workplace software, whether that's customer facing or internal facing, Really becomes kind of the standard maybe …”

“I think the first thing I thought after I saw the video and saw that he was okay and that his ear was bleeding was that's it. It's over. Trump's won.”

“First of all, I think it's rationalized as being, hey, there's economic excess for a few while the majority are left behind. It's activated by big bureaucracy, by anti-free market principles, and by tax policies and spending policies that will ultimately cripp…”

“We have stagflation right now. Definitely.”

“I think that from my point of view, there's a very high probability that there was some leak. That meant that the work that was going on to try and get in front of the next pandemic and understand what we could do to prepare ourselves and what vaccines can be …”

“The cloud is a wide open competitive market right now. Like there is no AWS lock-in in this market. There's no Azure lock-in. There's no GCP lock-in”

“I'd rather focus on is there copyright infringement in the output? Does the output mimic An original copyrighted source. And if it does, then that's where the infringement should lie. Not on the, how did you do it?”

“I think the statements are correct, that Ukraine joining NATO escalates conflict, and we will find ourselves in a de facto global conflict, world war.”

“So when you add this all up, there's over a hundred, hundred and twenty million people in the U.S. That are directly working for or getting paid by the federal government in the U.S.”

“So I think it's the most valuable asset in the world today, based on this thesis, that AI value is going to accrue to the data owner.”

“Well, Saxl like this one, but I think Ukraine might be the biggest loser this year as attention shifts to the brewing conflict in the Middle East.”

“I think there's a risk that Turkey gets challenged to leave NATO. That a lot of what's going on right now where Turkey is siding with Hamas, this has obviously been talked about and rumored about for a long time. There's no real mechanism, by the way, for kick…”

“The SaaS business model Is really a temporary phenomenon that existed between ubiquity of the internet and the development of AI and low cost, low code tools for developing software.”

“And what I've heard from institutional piece this year is that, you know, not only will that vintage underperform, but it could torpedo as many as 50% of firms that are managing capital today in Silicon Valley, and it could switch the capital allocation Model …”

“My best new tech of this year, I think is really important as we race to keep the promise of AI alive in the face of increasing government regulation, which is open source locally run LLMs. So you can take a, an LLM and you can run it on your machine. You don'…”

“If we don't allow our market to develop in the United States, India, and China, and Singapore, and other markets will get well ahead of us in terms of their model development and their capabilities as a nation and their capabilities as an industry.”