The Ledger, every show

“That means there's going to be less production over the next year. That means famine hits us in a year.”

“That are not just about sanctions, but also about export controls by Russia that are creating swings in food markets like we've never seen, and will almost certainly lead to widespread famine by the end of this year at this point.”

“New York is going to be fucked for a little while, but I do think that the west coast and with some travel restrictions is going to be able to reopen for business probably around April seventh or eighth, because we're going to see a dramatic decline at that po…”

“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.”

“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…”

“And what disturbed me the most was that in the three years after he was elected, every TED conference had plenty of subjects, plenty of talks, and plenty of conversations about why society is falling apart, why Donald Trump is a key root cause of that, why so …”

“My prediction is the federal government is going to help to monetize that debt, and they're going to help to support that commercial real estate sector through some sort of structured lending program.”

“There was a hundred million dollars spent on Accenture to build the vaccination website. No bid contract.”

“A lot of scientific membership organizations very definitively and clearly show that glyphosate is non-carcinogenic.”

“Al Gore published a movie called Inconvenient Truth. And he used these IPCC forecasts that as of now have been disproven, and many of the assumptions in those forecasts were not correct.”

“There are technologies now that are reducing the cost of power per token of output by 10,000 X.”

“We've seen administrative staff grow from 10% to 60% in the last 30 years.”

“We have five years till Social Security is bankrupt. That's not my assessment. That's the CBO score. Like, that's what the CBO says is gonna happen. Congressional Budget Office. When you look at how much is going to get paid out and what the pay in rate is, so…”

“Since 2019, at least 15 Fortune 500 companies have moved out of California, moved their headquarters out, not to mention all the local franchises and everything that moved out. 2100 companies that are mid or large size have moved out of California since 2019.”

“I don't think it's gonna make the ballot. I mean, look, I think it's not, I'm not saying a hundred percent, I'm saying slight overweight, but it's not gonna get there.”

“I think the majority of Americans today live on checks from the government, through the government”

“If you look at papers being published across mainstream scientific journals, the majority of papers today across nearly every scientific domain are being published out of China, and this ranges from physics to chemistry to material science to biotech”

“Fifteen billion dollars of the 120 a year that we spend on food stamps is being used to buy soda.”

“So every 18 months, China adds all of the power production capacity of the entire United States additional to their grid.”

“You could see something happen with Waymo this year that could either be something like a massive financing, an IPO, or a merger or acquisition with one of the big ride-sharing companies. I don't know if that makes as much strategic sense as I've thought about…”

“By removing sulfur dioxide, we are now going to see a doubling of the rate of warming of the oceans in the twenty-twenties and going forward.”

“China just spent three hundred billion to build 16,000 miles of high-speed rail. They're spending eighteen million a mile. That's two percent of the cost of the California high-speed rail system. Two percent per mile. We are 50 times more expensive than China.”

“Basically, the California legislation that's proposed and some of the federal legislation that's been proposed Basically requires the federal, the government to audit a model, to audit software, to audit and review the parameters and the weightings of the mode…”

“By open sourcing these models, they limit competition because VCs are no longer going to plow half a billion dollars into a foundational model development company.”

“Under the terms of service, Google's not allowed to train on YouTube data.”

“I do think it's going to happen in 20, 24, where a series of products will come out that start to look like this and it'll get”

“Meanwhile, you see China building 450 nuclear fission stations and the US building none.”

“And 52 nations that have reached that level of debt to GDP, only one of them has not had to restructure their currency or restructure their debt payments.”

“If a federal agency comes in, if the Fed comes in and says, you know what, we are going to backstop all of these banks, and we are going to put five hundred billion dollars behind it, and we're going to guarantee that all these deposits are going to be made wh…”

“They're building 450 nuclear power plants, they're going to get the cost of industrial power below five cents or four cents a kilowatt hour, and they're electrifying all their factories.”

“When's the first AI novel gonna get published by a major publisher? I think it happens this year.”

“And so I think we're going to run into a real wall with respect to consumer credit in sometime this year. And you're going to see, As you guys know, it's such a complicated, interwoven market of assets, that the way that this can be traded, there's a lot of di…”

“I think it's going to be a hundred multiple hundreds of years sentence i agree and you'll be gone for life”

“When we stopped allowing trading in the securities of Russian companies, we yanked away four hundred billion dollars of market cap that was held primarily by pension funds and retirement funds in the U.S. And Europe, and gave that value to Russia for free.”

“I really think we're going to run into a consumer credit bubble here. I do not think that consumers are going to slow down their spending or change their lifestyle as quickly as investors are changing their investing style. We have seen investors in public mar…”

“They're gonna try and find the best price. They're gonna reject his offer. I don't think he's gonna up the offer significantly to the point to get it to get it done. They're gonna go out and run a long strategic process. Three months from now, we're still gonn…”

“There is an expectation that we could see up to an 80% decline in planted acres in the Ukraine”

“In probably two years, 80% of it's going to come from three firms or four firms.”

“And so Stripe's IPO could be the biggest tech IPO ever. I think they've been talking about doing a direct listing. By the way, I don't know the guys. I don't know the investors. I don't know the company. I'm not an investor. So I don't have any information wha…”

“Trump's SPAC, his shares that he's gonna be receiving are worth close to twenty billion.”

“900 to one today. And that is up from five to one in 1970.”

“My prediction is Bezos is going to come back, and he's going to announce that he's going to be the CEO of Blue Origin.”

“It feels to me like we're probably May, June, when enough people are vaccinated that we can have, you know, a circumstance where people are going to fly without masks and be comfortable doing so.”

“The bottom 10% of Americans make more money and have a better position in life than the top 10% of Kenyans.”

“I think we're within, within one year, J. Cal, of a lot of startups replicating this alpha fold technique, and then using that to go do drug discovery, and you'll see 50 startups getting funded 12 to 18 months from now based on some novel protein idea.”

“We printed 30% of the US dollars in circulation in the last six months, and everyone's cheering that the Dow is at 30,000.”

“If the Democrats look like they're getting much more money into the state and they're actually gonna, you know, get people to the polls and to the voting booths and actually get into this runoff on January fifth and actually flip get both of those seats to be …”

“I'd go Trump.”