The Ledger, every show

“I was predicting that within the next six months, I think that there will be a startup that will take one of these humanoid robots Even if it's tele-operated, give it an AR-fifteen, like a machine gun or a rifle, and just do a demo of like what this would look…”

“My guess is that and it's a complete conjecture here. I have no insider information whatsoever, but my guess is that we see some sort of detente or some sort of negotiated settlement take place probably over the next year would be my guess. And if I had to bet…”

“Mershon is no doubt to me Mershon is going to give him a prison sentence.”

“For every doc worker in the U S actually works on the doc doc, there's actually somebody sitting, there's a doc worker sitting at home doing nothing, still getting paid.”

“And I think if you start to graph the adoption of GLP ones pervasively in America to the drop in same store sales, I think as GLP one adoption goes up, same store sales will continue to go down.”

“We realized just like with rag where we had invented rag already, we're doing it at a web scale, but it wasn't yet a term.”

“Because of the socialist policies that we pursued from then on till 1991, when we liberalized and there is an important lesson actually, that's why I'm explaining this. We reduced our GDP per capita from 2730 to 300 dollars.”

“These SMRs, they don't work. Oh, that's, just to be clear, SMRs don't work yet. We have theoretical ways in which we can profile and model that they work. But we don't have a functional one that people can look at and inspect.”

“Tesla has also assembled the largest supercomputer in the history of humanity. That's a Tesla asset that is the GPU cluster that they've put together.”

“I think that Ukraine within, it could be in the next month. It could be the next two months. It could be the next six months. I think they're eventually going to collapse. They're getting close to being combat incapable.”

“We know that the majority of it is being siphoned off by Hamas and used as a weapon of war.”

“The Joint Chiefs of Staff Didn't obey the president of the United States on troop redeployments in Syria, which actually happened during Trump's administration.”

“Because you have twenty-five million illegal aliens in this country, and you like, you can't fix what I would call the minor or sort of less important immigration question until you fix the real problem.”

“In the wake of January six, Merrick Garland's Justice Department did an analysis of whether Trump could be prosecuted for incitement, whether he incited that mob, and the legal memo came back, and they said, no, we don't have a case here. It does not meet the …”

“Two weeks before that, you had this crazy European commissioner, Thierry Breton, saying that he ordering, ordering Elon Musk to not interview Donald Trump, a former president of the United States, the nominee of a, of one of the two major political parties”

“I think Coca-Cola is the biggest supporter of NAACP”

“The one thing that really pissed me off about the Peter Thiel, Joe Rogan interview was a long section where he Sort of claims in that Peter Thiel way that the only reason Bill Gates started the Gates Foundation was to pay off Melinda Gates instead of giving he…”

“If you look at job creation over the last four years, there's been no net new job creation for native-born Americans. All the job creation has been foreign-born or-”

“If Walts doesn't drop from the ticket, I predict there'll be gold star families protesting all of their events, and that's gonna be a real headache from now till the election.”

“I think we're in a recession”

“You know, what amounts to, I think, 15% rate increases every year for the last four years for PG&E because of uncontrolled distribution grade investments, and it's not wildfire related. Let's just be crystal clear. People call it wildfire. Three to four percen…”

“A whistleblower will emerge in the next 10 days.”

“They're going to do a democratic primary speed run. Here's what's going to happen. They're going to do five debates in 10 weeks. And then, whoever wins, wins.”

“Biden actually approved Private contractors now going into Ukraine and starting to fight. Americans will be on the battlefield as of, I think this was just a few days ago.”

“Whoa. I think it's more likely than not that they're not going to replace Biden because the only feasible alternative is Harris and should be worse, and I think it's more dangerous for the country, frankly.”

“The Zoom example is a terrible, the Zoom example is a terrible one, and the reason is that P&L would have a hole blown on the side of it if they did not have 90% of their R&D and OpEx in China.”

“In 1990, two of the three largest M&A deals in American history were cigarette companies buying food companies. So every single processed food companies we can actually point to is either still owned by a cigarette company. We don't even realize this craft is …”

“We prescribe 15% of high schoolers basically meth, you know, Adderall, which is literally like one molecule away from meth.”

“I don't think Biden is going to step down at all, but I do think there's a chance A non-trivial chance that Biden wins. And if he does, I don't think he's going to make it four years.”

“The government is creating jobs like crazy, not in the private sector, but in the public sector, because it is an election year.”

“I would argue less than 24 months will appear to be silly. I think there's some really interesting investments to be made particularly in the public markets because a lot of these incumbents have incumbent advantages and, you know, they're going to accelerate …”

“The fear and cleavage site makes it clear that this was a lab leak. That's not a naturally occurring virus. The fear and cleavage sites were engineered.”

“Moreover, Fauci was personally responsible for reversing an Obama-era decision To prohibit gain of function research because it was so risky.”

“If you want to make a switcheroo and get a different candidate than Joe Biden, that's not going to happen now because Democrats in the media think that this is their salvation.”

“Microsoft screws their channel program partners. What do they do? They give them a nice 30% commission on the first year, and a nice five percent commission on the second year when the customer renews.”

“If you adjust for inflation, in other words, you look at the real household net worth, you can see that household net worth during the Biden term has been flat. Actually, it's down.”

“There's a whole body of research that shows, you know, people who've gone through natural bereavement, the loss of a loved one, often feel worse after therapy. They did these controlled studies with You know, a control group who didn't, who lost a loved one, b…”

“Same thing with you know, breast cancer survivors, anxiety about it, depression about it. They did worse if they had gone to therapy and also alienation from a spouse, alienation from parents. All of these are classic iatrogenic effects of therapy, and there's…”

“There's no good study showing preventive mental health works unless you're talking about things like a good life, like connection, you know, doing things for others, getting involved in community, dancing, you know, exercising, eating right.”

“Another statistic that I saw was SaaS median growth rate over ten million ARR is 24%, so growth goes down obviously a little bit as you're scaling the organization. However, if you split out venture-backed companies, Bootstrapped actually grows 6.7% faster Tha…”

“The second prediction I want to touch on is I predicted that Twitter changes hands in twenty-twenty-four, question mark? And I don't know about you, but does it feel like the writing's on the wall? That Twitter is gonna be snapped up by someone at a deep disco…”

“There were both there were other big banks that wanted to buy SVB, and there were private equity firms that wanted to buy SVB, and basically do a private sector bailout requiring no, no taxpayer involvement, and the FDIC actually blocked those also.”

“One of the blocks was there was a bank that was going to buy Silicon Valley bank and by buying Silicon Valley bank, it would move up into the G-SIB category, which is globally systemic important banks. And they're like, no more G-SIBs.”

“And these, you know, retailers, most of them, they make more, more money from slotting fees than they do from actually selling products.”

“So I don't think they're going to be able to divest. I think they're just going to get shut down.”

“One of the big things that's changed in talking to many police officers is like grand theft auto is no longer a thing. Like if you steal a car, you don't get prosecuted in almost any state. Certainly in any blue state, you're not getting prosecuted for stealin…”

“I mean, I think there's a very high probability it is greater than that number in a shorter span of time.”

“I think saying ban TikTok, that's a thing that like candidly might be marginally better, but you'll never get done.”