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How to Trade Stocks and Options Podcast by 10minutestocktrader.com
Are you looking to save time, make money, and start winning with less risk? Then head to https://www.ovtlyr.com.Learn more about OVTLYR: https://youtu.be/TUCbD5KovlcEverybody's celebrating new all-time highs.The headlines are bullish. The charts look incredible. And everywhere you look, people are saying the same thing:"The market only goes up."But here's the question nobody seems to be asking...What if the rally isn't as strong as it looks?In this video, we're digging into some surprising data that's starting to flash warning signs beneath the surface. While the S&P 500 keeps pushing higher, only about half of the stocks in the market are actually participating in the move. At the same time, investor optimism is reaching levels that have historically made traders a little uncomfortable.Could this be the beginning of a bigger pullback? Or are these just normal bumps in a powerful bull market?We'll break it all down.✅ Why market breadth matters more than most investors realize✅ The warning signs hidden inside fear and greed data✅ What the put-call ratio is saying right now✅ Stocks flashing fresh sell signals✅ New opportunities showing up in names like Palantir, Super Micro, Microsoft, and DellThe goal isn't to be bullish or bearish.It's to stay objective.Because when everyone is chasing the same trade, that's usually when smart money starts asking different questions.Watch until the end as we break down where the biggest opportunities and risks may be hiding right now.Subscribe to OVTLYR for disciplined trading strategies that actually make sense.
https://www.patreon.com/raykump Support the show + get bonus episodes every week.Ray talks about Peter Thiel relocating his family to Argentina, the Freedom 250 concert pivoting to an “America Is Back” rally, the Kennedy Center fight, a proposed $250 Trump bill, Nancy Mace on property taxes for senior homeowners, Mike Pence criticizing Trump, the Iran deal that always seems three days away, Pam Bondi's Epstein files testimony, Palantir, AI war, and billionaire escape plans.
The S&P 500 hits fresh all-time highs while options traders unleash record-setting volume across the market. On this episode of The Option Block, Mark "The Voice of Options" Longo, Andrew "The Rock Lobster" Giovinazzi and "Uncle" Mike Tosaw examine the resurgence in software stocks, the speculative boom in space-related names, massive moves in Micron, Oracle, Microsoft, Palantir and Nvidia, plus unusual options activity in Virgin Galactic and Taseko Mines. The team also discusses VIX below 16, new highs in the market, earnings season, copper demand, AI-driven rallies and the elimination of the Pattern Day Trader rule. Other topics in this episode included:
How to Trade Stocks and Options Podcast by 10minutestocktrader.com
Are you looking to save time, make money, and start winning with less risk? Then head to https://www.ovtlyr.com.Learn more about OVTLYR: https://youtu.be/TUCbD5KovlcEverybody's been talking about AI replacing software companies.Meanwhile, software stocks have been quietly ripping higher.And that's exactly what we're diving into today.A few weeks ago, names like ServiceNow looked completely broken. People were dumping software stocks left and right, convinced AI was about to make them irrelevant. Then something changed. The selling stopped. The buyers stepped in. And suddenly some of these stocks started exploding higher.In this video, we're looking at the software sector comeback, where the biggest opportunities may still be hiding, and why money is rotating back into tech right now. We also break down fresh OVTLYR buy and sell signals on stocks like ServiceNow, SAP, Atlassian, Palantir, Super Micro Computer, IonQ, NVIDIA, Micron, Palo Alto Networks, Fortinet, HP, Intel, and more.✅ Why software stocks are suddenly leading the market✅ The buy signals showing up across tech✅ Stocks that may be getting too crowded✅ Key resistance levels traders should watch✅ Where the best risk-to-reward setups may be formingThe biggest money isn't made chasing headlines.It's made by spotting trends before everybody else notices them.Subscribe to OVTLYR for disciplined trading strategies that actually make sense.
Cutting Through the Matrix with Alan Watt Podcast (.xml Format)
--{ "There'll Be No Fuss When No More Us"}-- Chemtrails - Born into a system where you have to pay to exist; this is not natural - Artificial Intelligence - Dark Englightenment - Billionaire CEOs who are to be our feudal overlords; Peter Thiel of Palantir, Jeff Bezos of Amazon, Elon Musk, Sam Altman - Data centers; water is the new gold - Pope Leo XIV's papal encyclical, Magnifica Humanitas - Accelerationism - World Economic Forum - Peter Thiel moves his family to Argentina - CTTM book club to cover Albert Pike's Morals and Dogma over four meetings this summer - Global governance - Geoengineering program; aerosol spraying of sulfates - Shale gas fracking, chemical pollution - World integration of accounting - Canada wants a military base in Germany - Occult obsessions of Isaac Newton - Chatham House; coordinated "Sustainability" reporting - Dawkins family and fortune from slave trade - Darwinism Britain sinking with mass immigration - Eugenics, breeding of the "fit" and elimination of the "unfit" - Austerity, rising food prices - Healthcare cuts.
Brad Carson was the Army's General Counsel, served two terms in Congress and was Acting Under Secretary of Defense for Personnel and Readiness. He now heads Americans for Responsible Innovation, the AI-policy advocacy group he co-founded. Keith Duggar spends roughly eighty minutes pushing back.SPONSOR:---Cyber Fund built the Monastery to help founders ship products that were impossible a year ago. Applications for Batch 1 are now open.Apply now: https://cyber.fund---Carson's whole case rests on one line: the genie is not out of the bottle. We have pulled dangerous tech back before. Asilomar halted recombinant DNA in 1975, and the West still controls the chips AI runs on. Calling it unstoppable, he says, is the most dangerous idea in the room.Then Keith drags him somewhere darker. A Palantir heat map scores you 0.73 on whether you are a combatant, and a strike follows. The model is wrong some accepted share of the time, and when it is, nobody answers for it. You cannot court-martial a model, and not even the interpretability researchers can say why it picked you.—Note: after recording, we learned that Americans for Responsible Innovation is backed by EA-aligned philanthropy (not sponsored)---TIMESTAMPS:00:00:00 From the Pentagon to AI governance00:04:52 Regulatory capture vs Silicon Valley networks00:07:56 Transparency and the Claude tier changes00:09:40 Tort liability when AI tools cause harm00:13:40 AI is a product, not a person00:16:01 Children, suicide, and the suicide business00:19:59 Opaque neural nets and the law of war00:25:54 Probabilistic targeting and the death of accountability00:28:47 The arms race fallacy: Asilomar and restraint00:34:02 Talking to China: track 2 talks and chip leverage00:39:45 Air power never wins: capital for labour00:43:29 Anthropic vs the Department of War00:51:29 Concentration, open source, and brain drain01:00:18 DeepSeek, Chinese culture, and AI as diplomacy01:12:25 Upskilling Congress and why public trust matters---REFERENCES:organization:[00:02:45] ICRC position on autonomous weaponshttps://www.icrc.org/en/law-and-policy/autonomous-weapons[00:05:22] Americans for Responsible Innovation (ARI)https://ari.us[00:07:20] Andreessen Horowitz (a16z)https://a16z.com/[01:16:05] Office of Technology Assessmenthttps://en.wikipedia.org/wiki/Office_of_Technology_Assessmentother:[00:03:35] Beneficial AGI 2019 Conference (Future of Life Institute, Puerto Rico)https://futureoflife.org/event/beneficial-agi-2019/[00:18:30] Section 230 of the Communications Decency Acthttps://en.wikipedia.org/wiki/Section_230[00:19:59] Lethal Autonomous Weapons (LAWS)https://en.wikipedia.org/wiki/Lethal_autonomous_weapon[00:31:35] Strategic Arms Limitation Talks (SALT)https://en.wikipedia.org/wiki/Strategic_Arms_Limitation_Talks[00:32:28] Asilomar Conference on Recombinant DNA (1975)https://en.wikipedia.org/wiki/Asilomar_Conference_on_Recombinant_DNA[00:39:45] The New Iron Triangle (ARI policy byte)https://ari.us/policy-bytes/the-new-iron-triangle/[00:48:05] Defense Production Acthttps://en.wikipedia.org/wiki/Defense_Production_Actperson:[00:03:35] Anthony Aguirrehttps://en.wikipedia.org/wiki/Anthony_Aguirre[00:06:48] Dean Ball — Hyperdimensionalhttps://www.hyperdimensional.co/[00:23:13] Neel Nanda — mechanistic interpretabilityhttps://www.neelnanda.io/[00:36:02] Jack Clark (Anthropic) on Conversations with Tylerhttps://conversationswithtyler.com/episodes/jack-clark/[00:39:15] Robert Trager — Centre for the Governance of AIhttps://www.governance.ai/team/robert-trager[00:41:55] Giulio Douhethttps://en.wikipedia.org/wiki/Giulio_Douhet[01:15:05] Don Beyer (US Congress)https://en.wikipedia.org/wiki/Don_Beyertool:[00:22:19] Phalanx CIWShttps://en.wikipedia.org/wiki/Phalanx_CIWS---ReScript:https://app.rescript.info/public/share/9405ff35c0215b7cdae6402d41284171https://app.rescript.info/api/public/sessions/0a6c081b8e5fe413/pdf
Lighter NoteIts texts like the “stolen Trackman" that keep me coming back to X. The comments are just
This week on Grumpy Old Geeks, Brian and Jason stare directly into the flaming garbage barge of “the future” and discover that self-driving vehicles still can't tell the difference between a road and an urban swimming pool. Waymo stranded robotaxis in both Atlanta and San Antonio, while Gothenburg's brand-new autonomous bus service survived roughly one day before getting rear-ended by a tram like a lost RoboCop scene directed by Benny Hill. Meanwhile, Ferrari unveiled the Jony Ive-designed Luce EV, proving that if you give Apple designers enough money and untreated minimalist impulses, eventually everything starts looking like an uninspired bar of soap.The AI bubble keeps inflating like a cursed parade balloon nobody knows how to land. Uber admits it's spending fortunes on AI without being able to explain what it actually improves, Starbucks killed its AI inventory system after repeated losses to dairy products, and Google's AI search now struggles with advanced concepts like “ignore,” “stop,” and spelling “Google.” CEOs remain committed to replacing workers anyway, with 99% expecting AI-driven layoffs because apparently nothing says innovation like firing junior staff and replacing them with autocomplete that thinks there are two Ps in Google. Meanwhile, Spotify continues its transformation into the content equivalent of a casino buffet with AI-narrated magazine articles, while Pope Leo emerges as the lone adult in the room, suggesting humanity maybe shouldn't hand civilization over to glorified pattern-matching slot machines.Elsewhere in dystopia, Trump Mobile exposed customer data to the open internet because, of course, it did, while the White House reportedly plans to force-install its official app on government phones in what feels like the world's least subtle spyware rollout. Prediction markets are devolving into a legal cage fight between states and crypto gambling enthusiasts. A Google engineer allegedly made $1.2 million through insider trading on Polymarket because we've apparently rebuilt Wall Street out of meme apps, and researchers say your Wi-Fi router can now identify you by how your meat body disturbs radio waves. Add in SpaceX building a military sensor-to-shooter network straight out of a cyberpunk fever dream, China launching artificial embryo experiments into orbit to explore off-world reproduction, and Erin Brockovich mapping AI data centers draining entire towns' worth of water, and suddenly the most comforting thing this week might be watching The Grand-ish Tour and pretending the world still runs on gasoline and bad decisions.Sponsors:Private Internet Access - Go to GOG.Show/vpn and sign up today. For a limited time only, you can get OUR favorite VPN for as little as $2.03 a month.SetApp - With a single monthly subscription you get 240+ apps for your Mac. Go to SetApp and get started today!!!1Password - Get a great deal on the only password manager recommended by Grumpy Old Geeks! gog.show/1passwordShow notes at https://gog.show/748Watch on YouTube at https://youtu.be/1ji4EPiTgQ4Links:The Mandalorian and GroguWaymos in Atlanta and San Antonio keep driving into flooded roadsGothenburg's self-driving bus trammed on day oneFerrari Luce unveiled: Here's the first car from Jony Ive's design houseUber president says AI spending is getting ‘harder to justify'Trump Mobile has exposed customers' personal data, including home addresses and phone numbersThe White House is reportedly forcing its official app onto all government employee phonesKalshi and Rhode Island sue each other in latest challenge to prediction marketsGoogle engineer charged with insider trading after making $1.2M on PolymarketGoogle is currently struggling to define words like disregard, stop and ignoreWhy Google's AI can't spell Google (or anything else)Starbucks abandons its AI inventory tool after only nine monthsMajority of Americans Support Ban on Surveillance Pricing and Electronic Shelf LabelsAnsel Adams' trust says AI-colorized version of his work was exhibited without permissionPeople used AI to recreate the voices of pilots killed in a plane crashSpotify now lets you stream narrated magazine articles, tooPope Leo calls for AI to serve humanity and not concentrate power99% of CEOs Expect AI-Driven Layoffs in the Next Two YearsUS Space Force confirms SpaceX will build sensor-to-shooter targeting networkStar Trek Title Card GeneratorErin Brockovich launches a crowdsourced AI data center mapResearchers Issue Warning About Tech That Could Turn Every Router ‘Into a Potential Means for Surveillance'China Launched Artificial Embryos to Orbit to Find Out If We Can Have Space BabiesI Am Not a Robot: My Year Using AI to Do (Almost) Everything by Joanna SternInside the Box: How Constraints Make Us Better by David EpsteinThe Grand-ish TourSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Paywalled epsiode unlocked due to Patron popular request. Thank them. Peter Thiel's Palantir is a tool so powerful and so unscrupulous that it's destroying digital privacy as we know it. It's utilisation at war is also making it a deadly tool with its leaders desperate to spill more blood in the name of "anti-terrorism"... SUPPORT US: https://www.patreon.com/c/popularfront
Welcome to The Hot Options Report, your premier source for insight into the fast-moving options market. In this episode, host Mark Longo breaks down an incredibly active day on the options tape where it took massive volume just to break into the top ten countdown. First, we dive into the latest Congressional scans from the House Yay Scan, highlighting recent stock purchases from Representatives Thomas Kean (TXN) and Jonathan Jackson (SPG). Then, we track down the heavy-hitting order flow dominating the chains ahead of Friday's weekly expirations. From active retail plays in Robinhood and Amazon to massive institutional positioning in Apple, Palantir, and Micron, we break down whether paper was buying or selling the hot strikes. Finally, we analyze the heavy volume leading the tape in Microsoft, Tesla, and Nvidia. Find out which trades are burning up the tape and impacting your trading account! Get More Data & Scans: Visit TheHotOptionsReport.com
Tucked into the Pentagon's budget materials for fiscal 2027 is a request for more than $2 billion to purchase command-and-control technology licenses and engineering support for the U.S. combatant commands, Joint Staff and National Guard Bureau. That total includes more than $1.5 billion to expand defense users' access to Palantir's Maven Smart System in support of the Defense Department's “Joint Force AI-Enabled Headquarters initiative” and $60 million for the “Virtual Joint Operations Center (VJOC) initiative.” Little has been disclosed publicly about those two efforts to date, and a Pentagon spokesperson declined to share more information about them with DefenseScoop this week. However, the budget documents indicate that the department is looking to swiftly consolidate “software-centric C2 onto a single pane of glass” over the next fiscal year. The DOD's foundational concept for Combined Joint All-Domain Command and Control (CJADC2), which broadly involves breaking down long-standing boundaries between the military services to enable a unified network where all sensors and shooters can seamlessly connect, started to take clear shape in the early 2020s. A House subcommittee will hold an open hearing next week on how frontier artificial intelligence models are shaping the cybersecurity landscape, for good and for ill. The June 4 hearing will be the second the Homeland Security Subcommittee on Cybersecurity and Infrastructure Protection has held that was focused at least in part on the subject, following a similar hearing held in December. But unlike at that joint subcommittee hearing, where members also examined other emerging technologies, AI takes center stage next week. It caps a series of closed-door meetings of the Homeland panel where members and staff have been evaluating the intersection of AI and cyber. The Daily Scoop Podcast is available every Monday-Friday afternoon. If you want to hear more of the latest from Washington, subscribe to The Daily Scoop Podcast on Apple Podcasts, Soundcloud, Spotify and YouTube.
How to Trade Stocks and Options Podcast by 10minutestocktrader.com
Everybody loves the idea of catching the next monster IPO early.That's the dream, right?You buy SpaceX. OpenAI. Palantir. Robinhood. Whatever Wall Street is hyping this week… and suddenly you're sitting on life changing money while everyone else is still “waiting for confirmation.”But here's the part nobody talks about…What if the people selling the IPO already know it's overpriced?This breakdown gets WILD fast. The conversation dives into how big IPOs really work behind the scenes, why index funds may be forced to buy overpriced shares, and how hype alone can send stocks exploding higher before reality punches everybody in the face.And honestly? Some of these charts are brutal.Robinhood pumped over 100%… then got destroyed. Beyond Meat looked unstoppable… until it collapsed. Same thing with Peloton, SoFi, and a long list of “this changes everything” stocks investors were convinced could only go up.✅ Why IPO hype traps so many investors✅ How index funds can accidentally buy the top✅ The hidden danger behind low float IPOs✅ Why Wall Street LOVES hype cycles✅ What this could mean for future SpaceX and OpenAI IPOsIf you've ever chased momentum, bought into hype, or wondered how the market really works once the cameras stop rolling… this one's worth watching all the way through.Subscribe to OVTLYR for disciplined trading strategies that actually make sense.
In this episode, Louis Saint-Cyr talks about the company's vision for transforming regional aviation through electrification, AI-driven software, and operational innovation. Louis explains how Surf Air Mobility is combining airline operations, advanced technology, and strategic partnerships to prepare for the arrival of electric aircraft. The discussion explores the company's work with BETA Technologies, why Hawaii represents an ideal launch market for electric aviation, and how SurfOS — Surf's AI-enabled operational platform built alongside Palantir — is helping modernise airline operations. The conversation also covers the economics of electric flight, infrastructure challenges, sustainability goals, and why operational discipline and digital transformation will be critical to scaling advanced air mobility successfully. With certification milestones approaching across the industry, Louis shares why he believes the focus is now shifting from who builds the aircraft to who can successfully operationalise them at scale.
Michael traces an unexpected through line from his very first talk radio show in 1993 — centered on a papal encyclical — to Pope Leo XIV's new warning about artificial intelligence and modern warfare. The Pope argues AI could make war easier to wage and harder to control, while supporters say AI-driven targeting may actually reduce civilian casualties and battlefield mistakes. Michael explores the ethical tension between technological precision and moral responsibility, including the growing role of autonomous systems, Palantir, and algorithmic warfare. Is AI removing dangerous human emotion from combat — or making conflict dangerously impersonal? Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
👁️ "Quien controla lo que otros ven puede controlar la realidad misma". 🧙 Esta noche en nuestro pódcast de iVoox, un nuevo homenaje a las narrativas y el imaginario inabarcable del maestro J.R.R. Tolkien. 🔮"Palantir: las artes oscuras de la Tierra Media" 💀 Un episodio especial dedicado a los ardides del Señor Oscuro, la caída de Saruman bajo el influjo del Enemigo y el poder de las piedras videntes que decidieron el destino de la Tierra Media. Arte de portada de Tim Hildebrant Escucha el episodio completo en la app de iVoox, o descubre todo el catálogo de iVoox Originals
Rumble Video LinkWe have been given a great incentive to come together as a community. We see plainly that the only way to a rational and stable existence is through ourselves, and not by a system of elected officials hijacked by nefarious players. This is not a time to usher in a more uncertain change simply for change's sake. This should be more of a restoration. A restoration of what we were under the impression we had, of sanity, of common law (cause no harm), and true leadership that cares about the well-being of the People.WE Will Turn This Around. We are either staring at eminent death in the coming months, or a revival of the spiritual power of true mankind. I say True mankind, because I suspect we have been living among imposters, SIMS, a great many Hylics. It may sound cold, but I don't think every humanoid is of the Benevolent Creator, the source from which we came.Go to My site:https://SemperFryLLC.com and get the best hot sauce in the world, plus find quick access to the 90 Essential Nutrients. Use Code: MEM10 from now 'til June 3rd for 10% OFF Creatine and Hot Sauce.Be a Producer:https://GivesendGo.com/BaalBustershttps://buymeacoffee.com/BaalBustershttps://paypal.me/BaalBustersTo join the Patreon, use this link:https://www.patreon.com/c/KristosCastJoin Dr. Glidden's Membership site here:https://leavebigpharmabehind.com/?via=pgndhealthCode: baalbusters for 25% OFFMake Dr. Glidden Your DoctorUse Code BB5 here for your 90 Essential Nutrients:https://www.azurestandard.com/shop/brand/azurewell/2326The Azure Whole Food Essential Nutrients are 1. Whole Food Multivitamin, 2. Alaskan Cod Liver Oil, 3. Fulvic-Humic Energy Blend, 4. IP6 Supreme. I also recommend adding the Core Copper.Use code BB5 for your discount.Become a supporter of this podcast: https://www.spreaker.com/podcast/ba-al-busters-broadcast--5100262/support.
Palantir will not be denied a defense contract. They are well on their way to becoming the totality of the US government itself. All hail our Monopoly Capitalists overlords who have thwarted the evil Woke Army who tried "debanking" them. Honestly though, we all need to get better at seeing through their new media propaganda. Topics include: long game of digital media production, China summit, Palantir lawsuit against Pentagon/DIA, MARS, Project Maven, Big Tech becoming new Military Industrial Complex, FAA, Destroy and Rebuild, Silicon Valley billionaires, Mark Zuckerberg, Elon Musk, Marc Andreesen, Palmer Luckey, Peter Thiel, Trump admin 2.0, puppet regime bribed and totally corrupt, first AI mass layoffs are in Tech, data centers, pollution, ownership of social media, new mainstream media is social media, counterintelligence techniques, cooptation of Conspiracy Culture, technocracy, confluence of different propaganda narratives, US decline benefits China, inconsistent messaging of propaganda concerning China
Age of Transitions and No Uncle The Podcast 5 22 2026 AoT#496Palantir will not be denied a defense contract. They are well on their way to becoming the totality of the US government itself. All hail our Monopoly Capitalists overlords who have thwarted the evil Woke Army who tried “debanking” them. Honestly though, we all need to get better at seeing through their new media propaganda. Topics include: long game of digital media production, China summit, Palantir lawsuit against Pentagon/DIA, MARS, Project Maven, Big Tech becoming new Military Industrial Complex, FAA, Destroy and Rebuild, Silicon Valley billionaires, Mark Zuckerberg, Elon Musk, Marc Andreesen, Palmer Luckey, Peter Thiel, Trump admin 2.0, puppet regime bribed and totally corrupt, first AI mass layoffs are in Tech, data centers, pollution, ownership of social media, new mainstream media is social media, counterintelligence techniques, cooptation of Conspiracy Culture, technocracy, confluence of different propaganda narratives, US decline benefits China, inconsistent messaging of propaganda concerning ChinaFRANZ MAIN HUB:https://theageoftransitions.com/PATREONhttps://www.patreon.com/aaronfranzUNCLEhttps://unclethepodcast.com/ORhttps://theageoftransitions.com/category/uncle-the-podcast/FRANZ and UNCLE Merchhttps://theageoftransitions.com/category/support-the-podcasts/---BE THE EFFECThelp for Ochelli and The NetworkCash APP$TheOchelliEffectMrs.OLUNA ROSA CANDLEShttp://www.paypal.me/Kimberlysonn1Ochelli Link Treehttps://linktr.ee/chuckochelliBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-ochelli-effect--4331265/support.BE THE EFFECTListen/Chat on the Sitehttps://ochelli.com/listen-live/TuneInhttp://tun.in/sfxkxAPPLEhttps://music.apple.com/us/station/ochelli-com/ra.1461174708Ochelli Link Treehttps://linktr.ee/chuckochelliAnything is a blessing if you have the meansWithout YOUR support we go silent
This week on The Necessary Conversation, Chad, Haley, and Mary Lou discuss the biggest political topics of the week while Bob continues to recover.We discuss:
HIMS: Get personalized and affordable care for Hair Loss, ED, Weight Loss, and more at https://Hims.com/ICEDAirbnb: Find a co-host at https://airbnb.com/hostGusto: Try Gusto for FREE for 3 months at https://gusto.com/ICEDShopify: Sign up for a $1 per month trial period at https://shopify.com/ichFollow Chris Camillo Here: @DumbMoneyLive Sign up for our new website to be an early user! http://www.extradollar.com/ Apply for The Index Membership: https://entertheindex.com/ Timestamps: 00:00:00 - Intro 00:01:01 - $8-Figure Trades & His $5.5M Single-Day Win 00:05:34 - The Three Waves of the AI Super Cycle 00:07:34 - Trimming Bloom, Loading Up on Amazon (4 Ways It Wins) 00:12:50 - HIMS Sponsor / Robinhood as the Other Conviction Pick 00:17:54 - Margin, Dry Powder & Pressing Into Drawdowns 00:20:44 - The Coconut Water Trade He Missed (Vita Coco) 00:22:46 - Sweet Green Wraps: The Next Social Arb Play 00:25:32 - Moving Markets with Tweets & His Ethics Rule 00:28:44 - SanDisk, Memory Chips & "Trade of a Lifetime" 00:31:02 - Airbnb Sponsor / How the Average Person Should Invest in 2026 00:34:42 - What Counts as a "Risk Asset" 00:37:02 - Gusto Sponsor / The Time His Portfolio Was Down 70% 00:41:05 - Michael Burry & the Bear Case Rebuttal 00:44:57 - Treasury Yields, Layoff Risk & Why AI Trumps the Fed 00:49:22 - Ken Griffin Just Realized What's Coming 00:52:25 - Anyone Can Now Operate Like a Hedge Fund 00:54:40 - Shopify Sponsor / The $500K-a-Year AI Implementer Path 01:00:20 - Bill Perkins Rebuilds a Website in 45 Minutes 01:03:40 - Why Podcasting Survives the AI Wave 01:08:00 - Spotting AI Content & The Rise of Live Events 01:10:53 - The Swatch x AP Frenzy (And Why He's Not Heavy in the Stock) 01:18:10 - Pokémon, Manga & The Collectibles Arbitrage 01:24:18 - Most Controversial Investing Philosophy & The SpaceX Mistake 01:28:35 - Why Anthropic Wins + His Bitcoin Take 01:30:57 - Best Founders: Andy Jassy & Amazon's AI Catch-Up 01:33:25 - Elon vs. OpenAI: Why He Saw the Loss Coming 01:35:36 - Advice to His Kids: Skip College, Travel, Build Relationships 01:40:54 - Why Chasing Bigger Numbers Doesn't Make You Happy 01:44:48 - When Does More Money Stop Mattering? Flying Private & Disconnecting 01:49:31 - Foundations Over Trust Funds & MrBeast in Ghana 01:55:34 - Portfolio Review: Jack's Account (8/10) 01:59:39 - Portfolio Review: Graham's Account (6.5/10) 02:04:44 - Tier List: Amazon, Apple, Bloom, GameStop & The Bitcoin Debate 02:08:38 - Tier List: Nvidia, Robinhood, Sweet Green, MicroStrategy 02:11:05 - Tier List: TQQQ, Tesla, Microsoft 02:13:52 - Tier List: Lululemon, Meta, Palantir, Swatch & Wrap-Up *
FOLLOW UP: This week, it seems America believes every complicated social problem can be fixed by asking, “Have you tried turning the internet off for the children?” Meanwhile, the Electronic Frontier Foundation quietly notes that the science behind social media bans might not be as clear-cut as cable-news dads screaming about dopamine loops claim. Turns out, teen anxiety may also be linked to pandemics, school shootings, climate dread, and an economy that feels like a Fallout side quest. Meanwhile, Snap Inc. and YouTube settled another lawsuit accusing their apps of turning kids into doomscrolling goblins, Meta continues to insist social media addiction isn't real while losing money in court, and former Google CEO Eric Schmidt was booed at a graduation speech after telling graduates to hop on the AI rocket ship without asking questions — exactly what a billionaire says when he already owns the rocket.In the news, Elon Musk lost another OpenAI lawsuit because apparently even juries have limits. SpaceX's IPO revealed Musk plans to power AI with enough gas turbines to recreate 1890s London smog, and Grok officially became a disclosure liability after the whole “MechaHitler” incident. Tesla robotaxis still clip fences and occasionally require humans to remotely drive the “self-driving” cars. Trump Mobile somehow shipped a gold phone that actually works — a stunning upset — before immediately leaking customer data. LinkedIn finally admitted the platform has become an AI-generated motivational swamp filled with “it's not about X, it's about Y” sludge from people named Brayden. Spotify is handing out podcast verification badges so listeners can tell real creators from algorithmic nightmare fuel. Meta laid off thousands more workers while reportedly using employee surveillance to train AI replacements. And OpenAI is giving everyone in Malta a free year of ChatGPT Plus if they complete an AI literacy course, which honestly makes Malta sound more technologically responsible than Silicon Valley.APPS & DOODADS reflect classic Gen-X paranoia, as Backblaze highlights California's constant threat of wildfires and the idea that local backups are optimistic. YouTube introduced AI deepfake detection tools, allowing creators to finally see which scam ads are using their faces to promote crypto vitamins, while X limited free users to 50 posts a day unless they pay for a blue check — proving once again that the true free speech was the subscriptions we sold along the way. Retrocodex arrived with a strong “everything your teachers confidently told you in 1987 was wrong” vibe.MEDIA CANDY opens with the eternal cry of “FUCK THE FIRETV!!!!” before Jason taps out of Good Omens after ten minutes while Brian takes the bullet for the audience. There's also chatter about Mortal Kombat 2, The Devil Wears Prada 2, Billy Corgan talking goth history with David J, and more existential dread courtesy of Dan Carlin's Common Sense.THE DARK SIDE WITH DAVE welcomes back Dave Bittner for a Mando & Grogu review, Darth Maul, and a stunning but absurdly expensive LEGO Disneyland set. There's also a guy who built a full-size Millennium Falcon “with his wife's permission,” a fan-made Star Tours film, and the Federal Trade Commission discovering that those creepy “your phone is listening to you” ad-tech companies mainly just had PowerPoint decks and confidence. Also: mechanical keyboard simulators now exist, because apparently even fake typing has become a lifestyle brand.Sponsors:DeleteMe - Get 20% off your DeleteMe plan when you go to JoinDeleteMe.com/GOG and use promo code GOG at checkout.Shopify - Sign up for your one-dollar-per-month trial today at Shopify.com/grumpyPrivate Internet Access - Go to GOG.Show/vpn and sign up today. For a limited time only, you can get OUR favorite VPN for as little as $2.03 a month.SetApp - With a single monthly subscription you get 240+ apps for your Mac. Go to SetApp and get started today!!!1Password - Get a great deal on the only password manager recommended by Grumpy Old Geeks! gog.show/1passwordShow notes at https://gog.show/747Watch on YouTube at https://youtu.be/eX5jVfewaswFOLLOW UPThe Science is Not Settled: How Weak Evidence is Fueling a National Push to Ban Social Media for YouthSnap and YouTube have reportedly settled another major social media addiction lawsuitEx-Google CEO Eric Schmidt Fails to Read Room on AI, Gets Booed into OblivionIN THE NEWSElon Musk took too long to sue OpenAI, jury unanimously agreesSpaceX IPO Filing Reveals Nearly $3 Billion Investment in Gas Turbines for AI Data Centers‘MechaHitler' Is SpaceX's Problem NowTrump Mobile Phone Beats Expectations by Actually ExistingNew crash data highlights the slow progress of Tesla's robotaxisIf You Used Insider Knowledge to Score Big on Polymarket, You May Now Be in Huge TroubleMinnesota passes prediction markets banLinkedIn doesn't want your AI slop anymoreSpotify is launching verification badges for podcasts to help listeners avoid AI slopZuckerberg Tells the Tattered Remainder of His Workers That He Won't Conduct Another a Mass Firing for at Least Seven MonthsOpenAI is offering ChatGPT Plus to citizens of Malta for a yearMassive Crypto ATM Company Bitcoin Depot Is Shutting Down as the Whole Industry Collapses‘Smoke Weed and Earn Bitcoin' With This Vape Pen in Our Increasingly Dystopian Nightmare‘Unstoppable' Crypto Exchange Halts Trading After $10 Million TheftIran Doubles Down on Bitcoin for Ships Passing Through the Straight of HormuzTrump-Linked Crypto Company Notes 'Substantial Doubt' It Can Survive Another 12 MonthsAPPS & DOODADSBackblazeYouTube's AI deepfake detection tool is now available to all creators 18 and olderX accounts are limited to 50 posts and 200 replies a day unless they pay for a blue checkmarkRetrocodexMEDIA CANDYGood Omens Season 3 - The FinaleThe Magnificent Others with Billy Corgan - David J of Bauhaus & Love & RocketsCommon Sense 326 – The Water in Which We SwimTHE DARK SIDE WITH DAVEDave BittnerThe CyberWireHacking HumansCaveatControl LoopOnly Malware in the BuildingMaul: Shadow LordRogue One: A Star Wars StoryNot Even Baby Yoda Can Save ‘Star Wars'Colorado man creates replica Millenium FalconSomeone made a Star Tours fan film.Bring Disneyland Home With This Gorgeous New Lego Set‘Creepy' Listening Tool for Targeted Ads Didn't Actually Work, FTC SaysMechanical keyboard simSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
John welcomes former Bloomberg Businessweek editor and current Atlantic staff writer Josh Tyrangiel to discuss his new book, “AI for Good: How Real People Are Using Artificial Intelligence to Fix Things That Matter.” Tyrangiel, who until recently wrote a column on AI for The Washington Post, weighs in on the verdict against Elon Musk in his $150 billion lawsuit against Sam Altman and OpenAI; why the wannabe kings of the AI industry are less interesting than the question of what—today and in the future—AI is actually good for; and why, despite enraging both the left and parts of the military establishment, Palantir isn't so bad, after all. To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
With convicted felon, six-time bankrupt trust fund kid Donald Trump illegally looting $1.8 billion of our tax-payer dollars for violent traitors who tried to overturn our democracy on January 6, it's time to dream big for our country. All ideas are on the table, including a Maidan-style revolution, as we must rebuild from the ashes. Gaslit Nation is here to tell you that a better world is possible. This week's bonus show, available for Gaslit Nation supporters at the Truth-teller level and higher, continues our discussion with veteran war correspondent James Verini. He is the author of the powerful new book The Theater: Courage and Survival in the Defining Atrocity of the Ukraine War. In Part II of our discussion we discuss Palantir, owned by staunchly anti-democratic Peter Thiel, operating in Ukraine–the vanguard of democracy. See you at the Gaslit Nation Salon Monday at 4pm ET – look out for the Zoom link to join the discussion then, and also the recording of this week's salon – on the AI-acapolyse trying to thrust millions of Americans into poverty, while the self-appointed tech gods hoard wealth and power, using our stolen copyrighted work. To join the salons, get bonus shows, all shows ad free, and more, subscribe at Patreon.com/Gaslit – discounted annual memberships are available, and you can give the gift of membership. Thank you to everyone who supports the show. Want to hear Gaslit Nation ad-free? Join our community of listeners for bonus shows, exclusive Q&A sessions, our group chats, invites to live events like our Monday political salons at 4pm ET over Zoom, and more! Sign up at Patreon.com/Gaslit! Show Notes: The Theater: Courage and Survival in the Defining Atrocity of the Ukraine War By James Verini https://www.simonandschuster.com/books/The-Theater/James-Verini/9781668062203 'Dancing on bones': Mariupol theatre to reopen with staging of Russian fairytale https://www.theguardian.com/world/2025/dec/25/mariupol-bombed-theatre-reopen-russification-ukraine Trump Wants a Repeat of Bush v. Gore. Amy Coney Barrett Might Make It Happen. https://www.motherjones.com/politics/2020/10/trump-wants-a-repeat-of-bush-v-gore-amy-coney-barrett-might-make-it-happen/ The Pro-Money Court: How the Roberts Supreme Court Dismantled Campaign Finance Law https://www.brennancenter.org/our-work/analysis-opinion/pro-money-court-how-roberts-supreme-court-dismantled-campaign-finance-law Gaslit Nation Read and Resist Book Club Featuring Frankl's Man's Search for Meaning: https://www.patreon.com/posts/read-and-resist-132804210?utm_medium=clipboard_copy&utm_source=copyLink&utm_campaign=postshare_creator&utm_content=join_link Matt Taibbi's past comes back to haunt him https://www.cascadepbs.org/all/2017/10/matt-taibbis-past-comes-back-to-haunt-him/ Matt Taibbi filed a Trumpian, free speech-chilling lawsuit against me. A judge just threw it out https://www.ms.now/opinion/matt-taibbi-free-speech-defamation-lawsuit Opening clip: https://www.youtube.com/watch?v=rMrNO6VjqiA&list=RDrMrNO6VjqiA&start_radio=1
PNR: This Old Marketing | Content Marketing with Joe Pulizzi and Robert Rose
This week, Joe and Robert start with Google's massive AI search shift and the uncomfortable reality for marketers, publishers and creators: the click may no longer be the point. Google has turned search into something closer to an answer engine, and Joe has officially come around to Robert's long-held view. Google may have created an even better business model than the one it already had, and the old one was pretty darn good. Instead of sending people out to websites, Google can now keep users inside its own experience, answer more complex questions, and eventually handle more of the buying, research and decision journey itself. So what does that mean for marketers? It means the old SEO bargain is breaking. Ranking is no longer enough. Getting the click is no longer guaranteed. And if Google becomes the destination instead of the doorway, brands need to think very differently about trust, authority, direct relationships and what it actually means to be found. The Feed Is Fake Next, the boys discuss the Vulture article on how social feeds are increasingly being manufactured through clipping, coordinated amplification and artificial momentum. The big takeaway: marketers can no longer assume that views, likes, comments or shares are clean signals of audience interest. If popularity can be engineered, then trust signals become more important than ever. Joe and Robert also wonder whether this is just a strange temporary window. Are we in a one-to-two-year messy middle where fake feeds, synthetic content and AI-generated attention overwhelm the system before the platforms fix it, users reject it, or the whole thing collapses into something else? Either way, the advice is clear: do not build your strategy on fake momentum. Build something people can actually trust. Marketing Winners and Losers Joe's winner: The AI Doc: Or How I Became an Apocaloptimist. Joe liked that the documentary did not simply take one side of the AI debate. It explored both the optimism and the fear around AI, giving space to the people who believe AI could unlock enormous progress and those who believe it could create enormous harm. Robert's winner: Publicis, which agreed to acquire LiveRamp for approximately $2.2 billion in cash. The move gives Publicis deeper data capabilities at a time when first-party data, identity, privacy-safe collaboration and AI-powered marketing are becoming central to competitive advantage. Rants and Raves Joe's rave: Rishad Tobaccowala on the future of work. Robert's rant: Palantir and the "SaaS is dead" narrative. Robert reacts to the idea that traditional software-as-a-service is being replaced by a more AI-driven model, sometimes described as "service as software." The boys unpack whether this is a real business model shift or just another big tech phrase looking for a market. Subscribe and Follow: Follow Joe Pulizzi and Robert Rose on LinkedIn for insights, hot takes, and weekly updates from the world of content and marketing. ------- This week's sponsor: Did you know that most businesses only use 20% of their data? That's like reading a book with most of the pages torn out. Point is, you miss a lot. Unless you use HubSpot. Their customer platform gives you access to the data you need to grow your business. The insights trapped in emails, call logs, and transcripts. All that unstructured data that makes all the difference. Because when you know more, you grow more. Visit https://www.hubspot.com/ to hear how HubSpot can help you grow better. ------- Get all the show notes: https://www.thisoldmarketing.com/ Get Joe's new book, Burn the Playbook, at http://www.joepulizzi.com/books/burn-the-playbook/ Subscribe to Joe's Newsletter at https://www.joepulizzi.com/signup/. Get Robert Rose's new book, Valuable Friction, at https://robertrose.net/valuable-friction/ Subscribe to Robert's Newsletter at https://seventhbearlens.substack.com/ ------- This Old Marketing is part of the HubSpot Podcast Network: https://www.hubspot.com/podcastnetwork
In this special extended Friday edition of The Second Act Executive, Tawnie Wolf returns after a brief hiatus for one of the platform's deepest and most personal executive conversations to date.Recorded just days before Memorial Day, this episode reflects on the true meaning of sacrifice, stewardship, freedom, leadership, and resilience during a time when many Americans are feeling emotionally, financially, and mentally overwhelmed.Tawnie discusses:• The meaning and history of Memorial Day• Why stewardship and human rights matter• Executive burnout and caregiving responsibilities• Elder advocacy and concerns surrounding assisted living systems• Why she reached out to Senator Cory Booker's office regarding elder care and institutional accountability concerns• Parenting, wellness, and raising a multicultural child• Business transitions involving Capital and Clarity by Wolf Vibrations, LLC• Self sufficiency, leadership, and everyday responsibility• NVIDIA, Palantir, AI infrastructure, and long term executive positioning• Global instability, economic fatigue, and maintaining emotional discipline during uncertain timesThis episode is designed specifically for mature professionals, entrepreneurs, parents, grandparents, and leaders navigating what Tawnie calls “The Second Act” of life — where protecting your peace, your family, your health, and your legacy matters most. Follow The Second Act Executive on iHeartRadio, Spotify, Apple Podcasts, and all major streaming platforms.Presented by:• Wolf Vibrations, LLC• Capital and Clarity• B Wellness CenterHosted by Antoinette “Tawnie” Wolf — former corporate executive turned entrepreneur, philanthropist, licensed real estate professional, writer, investor, and mother.
Comin' at you LIVE from SPOTIFY STUDIOS in NEW YORK CITY! So please excuse Ben being blurry. Anyway this week we're analyzing the quarterly filings of the biggest names in finance, including and especially our dear old president. Surely there's nothing sketchy going on! Watch and decide for yourself. Also our newest acid video is out now so check it out! https://youtu.be/7vkFY3f5kkw Give this video a thumbs up if you enjoyed it! And please leave us a comment! It helps us! NEW MERCH OUT! Get 10% off when you sign up and also get bonus content, ad-free versions and more plus your first 7 days free at https://benandemilshow.com ***THE SOUTHWEST COMPANION PASS IS BACK GET IT HERE: https://www.cardratings.com/bestcards/featured-credit-cards?src=691608&shnq=520080,4028088,4048122,4028085,3006151,4048149,4028089,4048084&var2= ***Go check out Ben's movie podcast! https://www.youtube.com/@UCtwCDeHuJTBWUkeQKlLeXhA **CHECK OUT EMIL'S LIVESTREAMS HERE: https://www.youtube.com/emilderosa __ SOME OTHER VIDEOS YOU MAY ENJOY: That's Cringe of Cody Ko: https://youtu.be/dTbEk0pVh2w Our AUSTIN VIDEO: https://youtu.be/yGSs56bFzRU Our episode with Kyla Scanlon: https://youtu.be/cIHWkY35cuc Big Tech is out of ideas (ft. ED ZITRON): https://youtu.be/zBvVGHZBpMw Arguing with a millionaire (ft. Chris Camillo): https://youtu.be/1ZUWTkWV_MM We bought suits HERE: https://youtu.be/_cM1XqA9n2U ***LINK TO OUR DISCORD: https://discord.gg/CjujBt8g ***Subscribe to Emil's Substack: https://substack.com/@emilderosa ***Trade with Ben at https://tradertreehouse.com __ SUPERPOWER: Head to https://superpower.com and use code BAES at checkout for $20 off your membership. Unlock your new health intelligence with 100+ biomarkers tested every year. MUDWTR: Start your new morning ritual & get up to 43% off your @MUDWTR with code BAES at https://mudwtr.com/BAES ! #mudwtrpod QUO: Try QUO for free and get 20% off your first 6 months at https://www.quo.com/BAES TIMESTAMPS: 00:00-08:15 Intro, Spotify logo, our shirts, plane crash, crine 08:15-15:25 Leopold's trades, everyone is wrong, Logan brothers 15:25-17:36 Superpower ad 17:36-31:08 Trump's filings, blind trust, who is trading for Trump, pumping Dell 31:08-33:36 Mudwtr ad 33:36-39:00 What Trump owns, Palantir, MAGA's perspective 39:00-45:35 Ben's Jr. impression, MSNBC moms, sk8er boi, lawfare 45:35-47:10 Quo ad 47:10-56:00 the MAGA slush fund, Obama did it, Jan 6ers, sympathy for congress 56:00-1:04:00 lawmaker salaries, Cramer's response to $INTC and Trump, Pawnstars guy 1:04:00-1:17:17 Elon trial update, China trip, Trump with an alien __ Follow us on instagram! @ benandemilshow @ bencahn @ emilderosa Learn more about your ad choices. Visit podcastchoices.com/adchoices
Jueves, día de la Ciencia y la Tecnología para hablar, entre otras temas, de las tormentas solares, la estancia de Peter Thiel, fundador de Palantir, en Argentina o conocer lo que una encíclica papal piensa de la IA. En el Club de Amigos Alegres hemos abierto las puertas a Alexandra Jiménez ("Los Serrano" o "53 domingos"), mientras que Javier Ocaña nos ha convocado para conocer de primera mano todo lo que podemos encontrarnos en los cines estos días, especialmente si visitamos tres salas: donde se puede ver "Las ovejas detectives"; "Tres mujeres" y "Un mundo frágil y maravilloso". Finalmente, de la mano de Ainhoa Aguirregoitia, haremos una cata en directo de carpaccio.
It's been a long time coming: the IRS recently launched a pilot program using Palantir AI-technology to help it figure out who most needs to be audited.This means that, as fun as it was to pay taxes already—and then have a federal bureaucrat decide whether you deserve an audit or not—moving forward, the decision will be heavily influenced by an AI machine.Let's go through the details together.
Gerald Celente and David Knight document what they call the most brazenly corrupt administration in American history — Trump's personal lawyer, now acting attorney general, signed a document permanently barring the IRS from auditing Trump, his businesses, and his family, while Trump was simultaneously making 40 stock trades a day, buying into Palantir and Nvidia just before announcing their government contracts.Money should have intrinsic value AND transactional privacy: Go to https://davidknight.gold/ for great deals on physical gold/silver For 10% off Gerald Celente's prescient Trends Journal, go to https://trendsjournal.com/ and enter the code “KNIGHT” For high quality made in America products go to HomeSteadProducts.shop and use promo code “Knight” for 10% off your purchases Find out more about the show and where you can watch it at TheDavidKnightShow.com If you would like to support the show and our family please consider subscribing monthly here: SubscribeStar https://www.subscribestar.com/the-david-knight-show Or you can send a donation throughMail: David Knight POB 994 Kodak, TN 37764Zelle: @DavidKnightShow@protonmail.comCash App at: $davidknightshowBTC to: bc1qkuec29hkuye4xse9unh7nptvu3y9qmv24vanh7Become a supporter of this podcast: https://www.spreaker.com/podcast/the-david-knight-show--2653468/support.
Gerald Celente and David Knight document what they call the most brazenly corrupt administration in American history — Trump's personal lawyer, now acting attorney general, signed a document permanently barring the IRS from auditing Trump, his businesses, and his family, while Trump was simultaneously making 40 stock trades a day, buying into Palantir and Nvidia just before announcing their government contracts. Money should have intrinsic value AND transactional privacy: Go to https://davidknight.gold/ for great deals on physical gold/silver For 10% off Gerald Celente's prescient Trends Journal, go to https://trendsjournal.com/ and enter the code “KNIGHT” For high quality made in America products go to HomeSteadProducts.shop and use promo code “Knight” for 10% off your purchases Find out more about the show and where you can watch it at TheDavidKnightShow.com If you would like to support the show and our family please consider subscribing monthly here: SubscribeStar https://www.subscribestar.com/the-david-knight-show Or you can send a donation throughMail: David Knight POB 994 Kodak, TN 37764Zelle: @DavidKnightShow@protonmail.comCash App at: $davidknightshowBTC to: bc1qkuec29hkuye4xse9unh7nptvu3y9qmv24vanh7Become a supporter of this podcast: https://www.spreaker.com/podcast/the-real-david-knight-show--5282736/support.
──────────────────────────────────────── [00:00:44] Massey Primary Election Day — $25 Million in Outside Money, 50% More Dumped in the Final Week Knight: this is a referendum on whether the US has an American government or a Zionist-occupied one. The outside money jumped 50% in the final week as smear ads ran nonstop. ──────────────────────────────────────── [00:03:36] Massey Leads 17–56 Points With Voters Under 55 — The Split Tracks With Where People Get Their News Massey leads 17–56 points in every bracket under 55. Over 55, Galerine leads by 18–33 points. Knight: it tracks with whether voters watch Fox News or get news from the internet. ──────────────────────────────────────── [00:07:09] Ed Galerine Won't Debate, Won't Answer Questions — His Team Physically Blocks Voters From Getting Near Him Three men formed a human screen to block a retired military official from approaching Galerine at a public event, moving side to side as he tried. Knight: the trained seal has nothing to say. ──────────────────────────────────────── [00:12:36] Massey Opposed the COVID Relief Fraud, the Big Beautiful Bill, and the Iran War — All Three Were the Right Call Massey forced in-person voting on the COVID package to expose fraud, opposed the Big Beautiful Bill as spending disguised as tax cuts, and backed a War Powers resolution to constrain Trump's Iran war. ──────────────────────────────────────── [00:17:34] Massey Introduced the AIPAC Act — to Make AIPAC Register as a Foreign Agent Under FARA Massey's bill would close the loophole AIPAC has exploited since 1954. AIPAC was founded by a former Israeli government lobbyist specifically to evade the foreign agent registration requirement. ──────────────────────────────────────── [00:33:29] Trump Killed the Pelosi Act When Josh Holly Extended It to the President — Then Made 3,700 Trades in Q1 Trump called for congressional stock trading bans until Holly's bill applied to him — then killed it. In Q1 2026 he made 3,700 trades at 40 per day, buying Palantir before awarding it contracts. ──────────────────────────────────────── [00:47:08] Miriam Adelson Wrote a $1.3 Million Check the Day After Massey Raised $1.3 Million From Thousands of Small Donors One Israeli national offset thousands of American voices with a single check. Trump asked Adelson on camera how she buys influence. She said: 'Can you allow me not to answer?' ──────────────────────────────────────── [00:53:21] AIPAC Was Founded in 1954 to Evade FARA — 15% of Congress Lists It as Their All-Time Top Contributor AIPAC was created by a former Israeli government lobbyist to circumvent foreign agent registration. 80 members of Congress — 15% — list AIPAC as their single largest all-time donor. ──────────────────────────────────────── [00:56:28] Former US Ambassador: Trump Is Obligated to Netanyahu Because of Promises Made to Major Donors Before He Ran Trump made agreements with donors before running who oblige him to underwrite whatever Netanyahu wants. Netanyahu arranged a US-Azerbaijan meeting, bypassing the State Department. ──────────────────────────────────────── [01:57:56] Trump Triggered a Gerrymandering Civil War — Redistricting in Non-Census Years for Pure Political Gain Trump ordered redistricting outside census years for partisan advantage — California fired back immediately. Knight: when they pick the voters, elections become manufactured consent. ──────────────────────────────────────── Money should have intrinsic value AND transactional privacy: Go to https://davidknight.gold/ for great deals on physical gold/silver For 10% off Gerald Celente's prescient Trends Journal, go to https://trendsjournal.com/ and enter the code “KNIGHT” For high quality made in America products go to HomeSteadProducts.shop and use promo code “Knight” for 10% off your purchases Find out more about the show and where you can watch it at TheDavidKnightShow.com If you would like to support the show and our family please consider subscribing monthly here: SubscribeStar https://www.subscribestar.com/the-david-knight-show Or you can send a donation throughMail: David Knight POB 994 Kodak, TN 37764Zelle: @DavidKnightShow@protonmail.comCash App at: $davidknightshowBTC to: bc1qkuec29hkuye4xse9unh7nptvu3y9qmv24vanh7Become a supporter of this podcast: https://www.spreaker.com/podcast/the-david-knight-show--2653468/support.
The Trump administration announced a new Justice Department fund of more than $1.7 billion to compensate people it says were harmed by “weaponization” under the Biden administration. Former White House ethics lawyer Richard Painter talks about the legal and ethical questions surrounding the move. Then, Immigration and Customs Enforcement agents are getting quicker at finding people to arrest, thanks to tools provided by the tech company Palantir. Investigative journalist Joseph Cox tells us more. And, giant utility rivals NextEra Energy and Dominion Energy are planning to merge. Why now, and what could this mean for your energy costs? We learn more from Roben Farzad, host of the podcast Full Disclosure.See pcm.adswizz.com for information about our collection and use of personal data for sponsorship and to manage your podcast sponsorship preferences.NPR Privacy Policy
──────────────────────────────────────── [00:00:44] Massey Primary Election Day — $25 Million in Outside Money, 50% More Dumped in the Final Week Knight: this is a referendum on whether the US has an American government or a Zionist-occupied one. The outside money jumped 50% in the final week as smear ads ran nonstop. ──────────────────────────────────────── [00:03:36] Massey Leads 17–56 Points With Voters Under 55 — The Split Tracks With Where People Get Their News Massey leads 17–56 points in every bracket under 55. Over 55, Galerine leads by 18–33 points. Knight: it tracks with whether voters watch Fox News or get news from the internet. ──────────────────────────────────────── [00:07:09] Ed Galerine Won't Debate, Won't Answer Questions — His Team Physically Blocks Voters From Getting Near Him Three men formed a human screen to block a retired military official from approaching Galerine at a public event, moving side to side as he tried. Knight: the trained seal has nothing to say. ──────────────────────────────────────── [00:12:36] Massey Opposed the COVID Relief Fraud, the Big Beautiful Bill, and the Iran War — All Three Were the Right Call Massey forced in-person voting on the COVID package to expose fraud, opposed the Big Beautiful Bill as spending disguised as tax cuts, and backed a War Powers resolution to constrain Trump's Iran war. ──────────────────────────────────────── [00:17:34] Massey Introduced the AIPAC Act — to Make AIPAC Register as a Foreign Agent Under FARA Massey's bill would close the loophole AIPAC has exploited since 1954. AIPAC was founded by a former Israeli government lobbyist specifically to evade the foreign agent registration requirement. ──────────────────────────────────────── [00:33:29] Trump Killed the Pelosi Act When Josh Holly Extended It to the President — Then Made 3,700 Trades in Q1 Trump called for congressional stock trading bans until Holly's bill applied to him — then killed it. In Q1 2026 he made 3,700 trades at 40 per day, buying Palantir before awarding it contracts. ──────────────────────────────────────── [00:47:08] Miriam Adelson Wrote a $1.3 Million Check the Day After Massey Raised $1.3 Million From Thousands of Small Donors One Israeli national offset thousands of American voices with a single check. Trump asked Adelson on camera how she buys influence. She said: 'Can you allow me not to answer?' ──────────────────────────────────────── [00:53:21] AIPAC Was Founded in 1954 to Evade FARA — 15% of Congress Lists It as Their All-Time Top Contributor AIPAC was created by a former Israeli government lobbyist to circumvent foreign agent registration. 80 members of Congress — 15% — list AIPAC as their single largest all-time donor. ──────────────────────────────────────── [00:56:28] Former US Ambassador: Trump Is Obligated to Netanyahu Because of Promises Made to Major Donors Before He Ran Trump made agreements with donors before running who oblige him to underwrite whatever Netanyahu wants. Netanyahu arranged a US-Azerbaijan meeting, bypassing the State Department. ──────────────────────────────────────── [01:57:56] Trump Triggered a Gerrymandering Civil War — Redistricting in Non-Census Years for Pure Political Gain Trump ordered redistricting outside census years for partisan advantage — California fired back immediately. Knight: when they pick the voters, elections become manufactured consent. ──────────────────────────────────────── Money should have intrinsic value AND transactional privacy: Go to https://davidknight.gold/ for great deals on physical gold/silver For 10% off Gerald Celente's prescient Trends Journal, go to https://trendsjournal.com/ and enter the code “KNIGHT” For high quality made in America products go to HomeSteadProducts.shop and use promo code “Knight” for 10% off your purchases Find out more about the show and where you can watch it at TheDavidKnightShow.com If you would like to support the show and our family please consider subscribing monthly here: SubscribeStar https://www.subscribestar.com/the-david-knight-show Or you can send a donation throughMail: David Knight POB 994 Kodak, TN 37764Zelle: @DavidKnightShow@protonmail.comCash App at: $davidknightshowBTC to: bc1qkuec29hkuye4xse9unh7nptvu3y9qmv24vanh7Become a supporter of this podcast: https://www.spreaker.com/podcast/the-real-david-knight-show--5282736/support.
Listen in full only at https://www.patreon.com/popularfront P O P U L A R F R O N T P R E M I U M
──────────────────────────────────────── [00:00:44] Netanyahu Has Warned of Iran's Imminent Nuclear Bomb Since 1992 — Trump Admitted It Was Never a Threat Knight plays the 33-year clip reel: 1992, 1995, 2002, 2009, 2012. Trump told Hannity the Iranian uranium site is virtually entombed, nobody's near it — it only mattered 'from a PR standpoint.' ──────────────────────────────────────── [00:08:03] Rubio Said Israel Would Strike Iran If the US Didn't — Trump Denied It, Then Confirmed It Rubio: the US had to act first because Israel would strike and Iran would retaliate against US bases. Trump denied it, then said: 'I might have forced Israel's hand.' ──────────────────────────────────────── [00:09:37] Trump Wants 500,000 Chinese Students in US Universities — Marjorie Taylor Greene: Americans Are Getting Rejection Letters Trump told Hannity US universities will die without 500,000 Chinese students. Greene: 'Imagine a rejection letter while 500,000 Chinese students get in.' Knight: always America last. ──────────────────────────────────────── [00:22:13] The Iran War Has Exposed the American Empire as a Paper Tiger — Every Major Power Has Recalibrated RT analysis: US military supremacy no longer looks convincing, Iran proved more resilient than expected, and every major power has confronted economic vulnerability and strategic overreach. ──────────────────────────────────────── [00:30:24] Trump Threw Taiwan Under the Bus After Returning From China — SNL Opened With a Chinese Finger Trap Skit Trump came back trashing Taiwan with false accusations about semiconductor theft. SNL: Xi sends Trump a finger trap — the harder you pull, the tighter it gets. ──────────────────────────────────────── [00:34:50] Israel Spent US Tax Dollars to Primary Thomas Massey — Trump Called Congress Being 'Owned by Israel' 'Rightfully So' Knight: Israel receives billions in US aid and uses it to remove congressmen who oppose foreign aid. Trump explicitly called Congress being owned by Israel 'rightfully so.' ──────────────────────────────────────── [01:07:18] Massey's Primary Opponent Supports Reinstating the Draft — Knight Plays Ukraine Press Gang Videos as a Preview Ed Galerine told a radio interviewer selective service may be necessary. Knight plays Ukrainian press gang footage — men dragged off streets — what happens when you fight an unpopular war. ──────────────────────────────────────── [01:33:08] The Massey Smear Was Filed by Three Men He Defeated in 2012, 2020, and 2024 Massey: the deposition was in the office of the man who lost to him in 2012, posted by the man who lost in 2024. No claim of sexual assault — only that a post-breakup gift preceded a lawsuit. ──────────────────────────────────────── [01:49:19] Trump Made 3,700 Stock Trades in Q1 — 40 Per Day — Including Palantir Weeks Before Awarding It Contracts Trump bought up to $630,000 in Palantir in Q1, then touted it on Truth Social. Wealth manager: 'In 40 years on Wall Street, this is unusual by any standards.' No prohibition covers executive branch insider trading. ──────────────────────────────────────── [01:56:30] Trump Bought Intel Stock While His Administration Is Trying to Take Over the Company's Management Six of Trump's Q1 trades involved Intel, which his administration wants to manage directly. Knight: he also bought Nvidia before clearing AI for new contracts. ──────────────────────────────────────── Money should have intrinsic value AND transactional privacy: Go to https://davidknight.gold/ for great deals on physical gold/silver For 10% off Gerald Celente's prescient Trends Journal, go to https://trendsjournal.com/ and enter the code “KNIGHT” For high quality made in America products go to HomeSteadProducts.shop and use promo code “Knight” for 10% off your purchases Find out more about the show and where you can watch it at TheDavidKnightShow.com If you would like to support the show and our family please consider subscribing monthly here: SubscribeStar https://www.subscribestar.com/the-david-knight-show Or you can send a donation throughMail: David Knight POB 994 Kodak, TN 37764Zelle: @DavidKnightShow@protonmail.comCash App at: $davidknightshowBTC to: bc1qkuec29hkuye4xse9unh7nptvu3y9qmv24vanh7Become a supporter of this podcast: https://www.spreaker.com/podcast/the-david-knight-show--2653468/support.
──────────────────────────────────────── [00:00:44] Netanyahu Has Warned of Iran's Imminent Nuclear Bomb Since 1992 — Trump Admitted It Was Never a Threat Knight plays the 33-year clip reel: 1992, 1995, 2002, 2009, 2012. Trump told Hannity the Iranian uranium site is virtually entombed, nobody's near it — it only mattered 'from a PR standpoint.' ──────────────────────────────────────── [00:08:03] Rubio Said Israel Would Strike Iran If the US Didn't — Trump Denied It, Then Confirmed It Rubio: the US had to act first because Israel would strike and Iran would retaliate against US bases. Trump denied it, then said: 'I might have forced Israel's hand.' ──────────────────────────────────────── [00:09:37] Trump Wants 500,000 Chinese Students in US Universities — Marjorie Taylor Greene: Americans Are Getting Rejection Letters Trump told Hannity US universities will die without 500,000 Chinese students. Greene: 'Imagine a rejection letter while 500,000 Chinese students get in.' Knight: always America last. ──────────────────────────────────────── [00:22:13] The Iran War Has Exposed the American Empire as a Paper Tiger — Every Major Power Has Recalibrated RT analysis: US military supremacy no longer looks convincing, Iran proved more resilient than expected, and every major power has confronted economic vulnerability and strategic overreach. ──────────────────────────────────────── [00:30:24] Trump Threw Taiwan Under the Bus After Returning From China — SNL Opened With a Chinese Finger Trap Skit Trump came back trashing Taiwan with false accusations about semiconductor theft. SNL: Xi sends Trump a finger trap — the harder you pull, the tighter it gets. ──────────────────────────────────────── [00:34:50] Israel Spent US Tax Dollars to Primary Thomas Massey — Trump Called Congress Being 'Owned by Israel' 'Rightfully So' Knight: Israel receives billions in US aid and uses it to remove congressmen who oppose foreign aid. Trump explicitly called Congress being owned by Israel 'rightfully so.' ──────────────────────────────────────── [01:07:18] Massey's Primary Opponent Supports Reinstating the Draft — Knight Plays Ukraine Press Gang Videos as a Preview Ed Galerine told a radio interviewer selective service may be necessary. Knight plays Ukrainian press gang footage — men dragged off streets — what happens when you fight an unpopular war. ──────────────────────────────────────── [01:33:08] The Massey Smear Was Filed by Three Men He Defeated in 2012, 2020, and 2024 Massey: the deposition was in the office of the man who lost to him in 2012, posted by the man who lost in 2024. No claim of sexual assault — only that a post-breakup gift preceded a lawsuit. ──────────────────────────────────────── [01:49:19] Trump Made 3,700 Stock Trades in Q1 — 40 Per Day — Including Palantir Weeks Before Awarding It Contracts Trump bought up to $630,000 in Palantir in Q1, then touted it on Truth Social. Wealth manager: 'In 40 years on Wall Street, this is unusual by any standards.' No prohibition covers executive branch insider trading. ──────────────────────────────────────── [01:56:30] Trump Bought Intel Stock While His Administration Is Trying to Take Over the Company's Management Six of Trump's Q1 trades involved Intel, which his administration wants to manage directly. Knight: he also bought Nvidia before clearing AI for new contracts. ──────────────────────────────────────── Money should have intrinsic value AND transactional privacy: Go to https://davidknight.gold/ for great deals on physical gold/silver For 10% off Gerald Celente's prescient Trends Journal, go to https://trendsjournal.com/ and enter the code “KNIGHT” For high quality made in America products go to HomeSteadProducts.shop and use promo code “Knight” for 10% off your purchases Find out more about the show and where you can watch it at TheDavidKnightShow.com If you would like to support the show and our family please consider subscribing monthly here: SubscribeStar https://www.subscribestar.com/the-david-knight-show Or you can send a donation throughMail: David Knight POB 994 Kodak, TN 37764Zelle: @DavidKnightShow@protonmail.comCash App at: $davidknightshowBTC to: bc1qkuec29hkuye4xse9unh7nptvu3y9qmv24vanh7Become a supporter of this podcast: https://www.spreaker.com/podcast/the-real-david-knight-show--5282736/support.
The future of war has been evolving before our eyes in Ukraine, yet the west still plans to fight the last war. In this special episode, guest host Noah Smith (@noahpinion) and Brandon Anderson sit down with Yaroslav Azhnyuk (@YaroslavAzhnyuk), a serial tech founder who went from building PetCube to founding The Fourth Law, one of the world's most advanced AI-guided drone companies. Over two hours we cover the technology, tactics, and geopolitics of drone warfare, and why the modern battlefield has already left the West behind:* Yaroslav's personal history and the Ukraine war [00:01:04 – 00:14:01]* The modern drone tech stack: why FPV drones are the new god of war, the future of the rifleman, fiber optic vs. AI, five levels of autonomy, and the eight dimensions of the autonomous battlefield [00:14:01 – 01:05:13]* The geopolitics and economics of drones: China's manufacturing advantage, the drone race, Western defense readiness, countermeasures, and why the gap is widening [01:05:13 – 01:58:57]For those looking for Noah Smith's commentary, it really gets going around the 00:51:31 mark.Yaroslav Azhnyuk / The Fourth Law:* X: https://x.com/YaroslavAzhnyuk* LinkedIn: https://www.linkedin.com/in/yaroslavazhnyuk/* The Fourth Law: https://thefourthlaw.aiNoah Smith:* Substack: Noah Smith * X: https://x.com/noahpinionTimestamps00:00:00 Cold Open: China's 4 Billion Drones and the Cameras-to-Explosives Pipeline00:01:04 Introduction: Brandon, Noah Smith, and Yaroslav Azhnyuk00:05:41 From Tech Entrepreneur to Defense: PetCube, Brave One, and the D3 Fund00:10:42 The Ethics of Building Weapons: Dual-Use Technology and the Wolf at the Door00:14:01 The Tech Stack: Cameras, Autonomy Modules, Interceptors, and a Semiconductor Fab00:18:47 Fiber Optic vs. AI: The Radio Horizon Problem and $32/km Cable00:25:32 FPV Drones: The New God of War — 70–80% of Frontline Casualties00:28:28 The Five Levels of Drone Autonomy: From Terminal Guidance to Full Autonomy00:41:37 The Eight Dimensions of the Autonomous Battlefield00:45:32 AI Safety and the Morality of Autonomous Weapons00:51:31 The End of the Rifleman? Noah's 2013 Prediction vs. Battlefield Reality01:05:13 China's Manufacturing Advantage and Western Vulnerabilities01:24:21 Policy Advice for Western Defense: Defense Valley and the Widening Gap01:32:54 The Drone Race: Who's Ahead, Category by Category01:41:57 Countermeasures: Shotguns, Jammers, Lasers, and Fishnets01:58:19 The Wedding and Final Takeaway: Be Prepared for WarTranscriptCold Open: China, FPV Drones, and the New Warning SignYaroslav [00:00:00]: Think about this. Last year, Ukraine produced 4 million FPV drones. Ukraine is not the most industrious nation in the world. China can produce 4 billion of these FPV drones.Noah [00:00:10]: Would you say that right now China is now the supreme conventional military power on Earth, given its ability to manufacture and deploy drones in the quantity and quality that you just described?Yaroslav [00:00:20]: I don't think we have all the information to claim that but we cannot count it out, and that alone should be a big warning sign. As I say, at some point in my life I went from making cameras that fling treats to pets to cameras that fling explosives to the occupiers. So that's the short story. And when you think about what your nation, what your patriots are going through, you realize that's the only morally right thing to do is to fight back, and it is immoral not to fight back, and then the choice becomes very clear.Introduction: Yaroslav Azhnyuk, Petcube, and the Last Flight into KyivBrandon [00:01:04]: Welcome to Latent Space. I'm Brandon. I normally do science podcasts, but today we're going to do something a little bit different. I'm joined by Noah Smith of Noahpinion on Substack and Twitter. And he has lots of interesting things to say about drones. And as a guest, we have Yaroslav Azhnyuk, founder of The Fourth Law and several other, drone-related startups. To get started, it is February 23rd, 2022. You are running a pet startup. You're connecting pets with their owners. Let's go in just a little bit of background. How did you get started in tech, and what were you working on before the Ukrainian war started?Yaroslav [00:01:50]: Good to be here. Thank you. On February 23rd, late in the evening, 11:00 PM Kyiv time, my wife and I landed in Kyiv. Actually, then she was a fiance. We came from Lviv, where we were looking at a church, where our wedding should have taken place. And we got into this cab ride from the airport to our home, and the driver was like, “You crazy. Like, everyone's leaving Kyiv. Why do you come?” We're like, “What? Nothing's going to happen. Dude, chill.” And then obviously, eight minutes later, or eight hours later, the bombs fell in the city. It was quite surreal. We probably landed on the last flight that landed in Kyiv, or one of those last flights. My background, I'm a tech guy. Studied applied mathematics in Kyiv Polytechnics, born and raised in Kyiv. My parents are old PhDs from academia, and grandparents too. Like, everything, from linguistics to nuclear physics. And I'm an entrepreneur, so I've built a bunch of companies. Petcube is the one you were referencing. So I lived in San Francisco 2014 to 2020, building Petcube, which is one of the leading, pet device companies in the world, selling lots of pet cameras. And then, yeah, as I say, at some point in my life I went from making cameras that fling treats to pets to cameras that fling explosives to the occupiers. So that's the short story.February 24th: Leaving Kyiv as the Invasion BeginsNoah [00:03:28]: February 24th, I guess a few hours after you, go to check out your wedding chapel, what do you do?Yaroslav [00:03:37]: We had a plan for this situation. So my parents and family live in Kyiv, and we're like, “Okay, this has actually started. The worst has, come true.” And so we basically packed our belongings and got in the car and spent 17 hours driving west. And that was pretty sure most people in our audience watched at least one apocalyptic movie in their life, so that was exactly like that. Like, felt exactly like that. Missiles are falling. Like, there was smoke in Kyiv. Like, my dad and I went, like, to central part of the cities. It's probably, likeYaroslav [00:04:20]: 800 meters from presidential office, to pick some stuff up at his workplace. Because he's, like, the head of an academic institution, so he had to get some of the things with him. And super surreal. Like, the streets are empty. Like, the gas stations are out of gas. Like, we found some gas station. We didn't have, like, spare canisters with us, so we're like, We figured out, like, the car was diesel, so like, we figured out, if it's diesel, you can actually store it in plastic, canisters, and we bought some window wash for the cars. We poured it out of the canisters, and we poured the diesel into that. Yeah, so it was like that. And then, like, helping friends get out, like my friend and his dog. Like, we found Like, my brother was also, like, riding in a separate car. We found a place for my friend who didn't have a car. It was like, yeah, it was like, totally surreal. And we didn't know of course, and you didn't know this will last for so long. You didn't know whether Ukraine will be able to defend Kyiv. And it was like, yeah, very little information and very little insight into future.From Pet Cameras to Defense Tech: Building for Ukraine and the Free WorldNoah [00:05:42]: What are your thoughts with regards to how do you, defend, Ukraine? So you eventually start building drones Like, what is the process to get from there from where you were building, devices that connect owners with pets to building drones, and what other things did you do to help the war effort in the process?Yaroslav [00:06:07]: It's definitely non-trivial, right? Like, I didn't go, to I didn't get any, like, military education when I was a student. Like, normally, in Ukraine, you would, you would go to like, this military school even if you're getting higher education in any other, sphere. I decided to skip that which is like, an unusual way to go. And I never thought that I will be somehow engaged in a war effort. Like, what is war? Of course, wars are over. It's the end of history. So one thing you got to understand about, like, many Ukrainians and like, I guess, it's also true about most of the people I met here in the US, that your who you are in terms of your nationality is a big part of your identity. So when that gets under attack, it's something deeper than just the country you live in gets under attack, right? And I Day one, I figured I'm going to I'm going to fight back with everything I can, right? But I didn't think on day one that I'm actually going to do, weapons. And a bunch of things. We were reaching out to a number of American, congresspeople and senators, and basically advocating for support of Ukraine, for voting for lend lease, which has happened in May 2022, but didn't actually work as expected. We helped start, Brave One, which is now a very important defense innovation cluster, sort of like a DIU here in the US. We helped start, a fund called D3. It's like, it was started or co-started by Eric Schmidt, former CEO of Google. So a bunch of these odd things, but then eventually I was like, “Okay,”by 2023 it was obvious this thing, A is going to last a lot more time, and B, that the whole world is shifting and that there's going to be a new arms race, that the warfare is redefined by drones as platforms. And for the first time in history, you have a platform that is software defined, that can increase your battlefield capabilities, in a in a step change just overnight. So it's like if you were able to push a software update and get all of your Roman legionnaires a new helmet? That has never been possible before. It's the first time in the history of war this is possible. So all of that and many other things like, supply chain fragilization, and the impact that AI is going to have on all of this all these things have become evident to me in 2023, and it's like, “Okay, I should do what I do best, or what I know how to do best, start a tech company, and sort of leverage the global techno capitalist machine, to provide, defensibility to Ukraine and the free world.” So that's literally the mission of the company, increase defensibility of Ukraine and the free world. And then there was some sort of soul-searching and like, asking yourself. It's like, “Okay, am I Actually, I know nothing about weapons. Am I actually, like, ready to make, things that other people use to kill other bad people?”Yaroslav [00:09:36]: When you think about what your nation, what your Compatriots are going through And think about all the terror of places like Bucha, the occupied cities in the east and south, the abducted children, the raped women, all the economic damage that's being done, and the intention to destroy a whole nation, to genocide the people of Ukraine, you realize that's the only morally right thing to do is to fight back, and it is immoral not to fight back. And then the choice becomes very clear. And look, we're just passing the ammunition. We're not doing the actual job. The actual fighters and defenders and heroes are people in the armed forces. We're just support.The Moral Question: Weapons, Responsibility, and Fighting BackNoah [00:10:33]: I have so many questions. Actually, I know you seem to have a question. Do you want to ask anything?Yaroslav [00:10:38]: No, I'm just listening. Go ahead.Noah [00:10:40]: I do want to talk about, some of let's say, the moral issues, like you just said. You endYaroslav [00:10:50]: I think there are no issues there.Yaroslav [00:10:52]: What would an example of a moral question be in this case?Noah [00:10:55]: No, I mean Okay. As you just said, you are creating the tools, but others are using them.Noah [00:11:05]: I was maybe thinking of having this conversation later, but one of the questions is like, is it actually you are going to be building them for your homeland, which you are building it for your homeland, which is I think, very a strong morally defensible position, but this technology is not going to stay with you, right?Noah [00:11:26]: This you will probably be selling these to other people Yeah. So the future is really where the moral issues may come into playYaroslav [00:11:38]: The this question becomes, easier and more complete if we ask this not about a particular technology or particular weapon, if we think that this question actually applies to any kind of technology Right? So -Knife or fire. You can use knife to do surgery and save people's lives, or you can use it as a weapon to take people's lives.Noah [00:12:06]: Cut tomatoes, too.Yaroslav [00:12:08]: Cut tomatoes too.Noah [00:12:09]: Yes, knife.Yaroslav [00:12:09]: That's helpful.Noah [00:12:10]: In Japan, sword and knife, they, call the same word.Yaroslav [00:12:14]: It's like, it's with any technology. Large language models, right? Look at how powerful they are and yet they're available to anyone in North Korea or in Russia.Yaroslav [00:12:29]: That's one side of the argument. The other side is As a maker, what is your responsibility for how the tools you're creating, will be used? There's definitely some responsibility, right? Then How should the decision process look like? Should you, like, try to calculate all the possible scenarios before starting to work on something? Or do you create something that is needed now to save people's lives, and then think about, addressing the unwanted edge cases later? In ideal world where there's like, or okay, it's not ideal world. In a mythical world where there is some one governing party and it gets to decide everything, and there is no other country, that can, decide on their own, you could say, “Well, we need to calculate for all the consequences, and only then, maybe build this building, by replacing this park because, maybe we need this park in the city,”right? So that kind of situation. But when you're in a situation where you're in a forest, in front of a wolf, you first going to deal with the wolf that wants to eat you, and then you're going to go consult Greenpeace. So that's kind of situation that Ukraine is in.The Fourth Law, Odd Systems, and Ukraine's Drone StackNoah [00:13:59]: Enough. Because this is a tech podcast, I did want to spend some time talking about, sort of the tech in that you've developed and what you've been working on. So can you explain, I guess, first of all, like, the problem that you were trying to solve from a technical standpoint? And I think, and then maybe, like, go into some of the solutions and some of the design process that led you from designing, little laser-guided, guiding lasers with a with an iPhone versus Having drones.Yaroslav [00:14:34]: Like, it so happened, that my partners and I, we sort of So I started one company called The Fourth Law, and its goal was and is to Make, massively scalable on-drone autonomy. And then In parallel with that together with my, Petcube co-founders, partners, and friends, we started another company called Odd Systems Which, was focused on making thermal cameras. Cameras, thermal cameras are seeing thermal radiation and are used to see at night. And we're now sort of those companies are getting closer and closer together and we're probably going to merge them. And this group of companies is currently the leading, team in on-drone AI and thermal imaging on the Ukrainian battlefield, and Likely one of the leading, if not the leading in the world. So We have these, like, three sort of business units, which are cameras, drone autonomy, and drones. So the cameras and drone autonomy sell daytime and nighttime cameras and different types of drone autonomous modules to other drone manufacturers, over 200 drone manufacturers in Ukraine. And then the UAV, business unit sells the drones themselves to the armed forces of Ukraine, Ukrainian government. And there are different types of drones. Those are sort of front strike, as we call them, so those are sort of FPV strike drones and the bombers, and then interceptors. And there are different kinds of interceptors. We do Shahed interceptors and we do ISR interceptors. We don't do the deep strike-FPV Drones, Interceptors, and Battery-Powered WarfareNoah [00:16:32]: What's an ISR interceptor?Yaroslav [00:16:33]: ISR is stands for intelligence, surveillance, reconnaissance, and those are basically drones which are which, Russians are using to watch over positions and then communicate where, the targets are coming.Noah [00:16:48]: It's a reconnaissance.Yaroslav [00:16:48]: That's, the ISR is sort of a classical term for a for a reconnaissance drone.Noah [00:16:53]: Are all of these battery-powered drones that you just described? ‘Cause I know that the sort of deep strike drones still have, like Some sort ofYaroslav [00:17:01]: Internal combustion engine?Noah [00:17:02]: Internal combustion engine. Are all the things you're talking about battery-powered?Yaroslav [00:17:06]: What we're working on is all battery-powered, right? We don't do the deep strikes, right? And then in terms of autonomy-Noah [00:17:12]: You can catch a Shahed with a battery-powered thing. It's not Fast to catch.Yaroslav [00:17:17]: No, absolutely. Look, Shahed interceptor, like ours, it's called Zero, it goes up to 326 kilometers per hour.Noah [00:17:26]: For reference, how fast is a Shahed?Yaroslav [00:17:28]: Eight, like, in internal phase it could be 280, but in cruise phase it's, like, 220-ish.Yaroslav [00:17:36]: Yeah. And sorry, I'm not like you can convert that into miles if you're interested.Noah [00:17:41]: No, that's fine.Noah [00:17:41]: Multiply by two thirds or point six or something.Yaroslav [00:17:44]: That's easy. Yeah, I was saying that for autonomy modules, right, we, -We make systems, autonomous systems for frontline, for interceptors and some for deep strikes as well, and then different levels of autonomy. So from terminal guidance, which is like lasts 500 meters, give or take, to autonomous bombing, to autonomous target detection, to autonomous navigation and all of that across day and night, different terrains, different time of the year, different platforms like quadcopters and fixed wing, and maybe some other platforms. So it's quite a wide variety of products. We also have like our own simulation. We have our own training school for the war fighters. And we're about to start construction of two, semiconductor plants to make, sensors for thermal cameras. So that's super exciting for me as a computer science guy is Doing semiconductors. Super cool.Noah [00:18:49]: Like in terms of kind of core drone technologies, you basically are one is an FPV replacement without fiber optics, and the other isYaroslav [00:18:59]: YouNoah [00:18:59]: Signal tracking with interceptorsYaroslav [00:19:00]: With or without fiber optics. Fiber optics Is just like, sort of a communication module.Yaroslav [00:19:05]: You can, you can use classical analog, video link and radio link. Those would be two separate radios. You can do digital, or you can do fiber optic, and then fiber optic Has its own advantages but also adds weight and decreases, the distance and decreases, how fast you can, sort of turn and With a drone. Yeah.Noah [00:19:33]: Do you need AI for fiber optic drones?Yaroslav [00:19:36]: Like you can use AI for fiber optic drones. AI replaces a human, right? Fiber optic is making your communication link more resilient. So those are slightly different goals. Like if you want, you can have, AI controlling hundreds of fiber optic drones instead of having 100 operators for each.Fiber Optics, Radio Horizons, and Terminal GuidanceNoah [00:20:03]: I guess I thought that the key reason that people moved to fiber optic drones was for like electronic, countermeasures. Or I guess to counter those.Yaroslav [00:20:13]: I think that's a correct assessment from sort of a public awareness standpoint. In practice it's somewhat more difficult Because besides electronic countermeasures, you have these issues of a radio horizon For FPV drones, which means that asYaroslav [00:20:36]: I believe Earth is round Some people disagree. But basically if you fly a drone and you have a land station over here and a drone flying over hereYaroslav [00:20:49]: If your drone is flying high, you have good direct radio visibility. If your drone goes low, and usually, Russian infantry and vehicles, they're on the ground and you want to hit them, you need to go low. Lower you go, maybe you'll get behind a hill or behind a forest, and if you're far enough, you'll just get behind the curvature of the earth. You get into what's called a radio shadow. And then That is a real bummer because for the last, be it 60 or 20 meters, you won't be able to see anything and it will be very difficult to hit the target. So to counter that what-- And then the distances that these FPV drones, act on they're, they can be quite large. So for example, here in the US there was this drone dominance program competition, and in drone dominance the furthest distance was about 10 kilometers.Noah [00:21:44]: What was drone dominance? What was that competition?Yaroslav [00:21:47]: Drone, the drone dominance is a is a program started, by the US government, to accelerate the development of drone technology here in the US.Noah [00:21:57]: Got it. And the longest range thing they were using was 10 kilometers.Yaroslav [00:22:00]: Was 10 kilometers, right. In Ukraine, like if your drone doesn't fly at least 20, 25, it just, no one's interested in it, and the usual hits are happening. It was like, okay, many hits are happening between 30 and 40 kilometers, and that's what expected from a regular 10-inch, FPV drone. So at that distance, even at altitudes of like 60 to 100 meters, you might start losing, the link. So some of the earlier AI technology that was fielded in FPV drone was this terminal guidance technology. That was the first product that we ever, launched that helped you as an operator, once you see the target from two, three, 500 meters, you lock onto the target and then, it just, drives the drone towards the target no matter what, even after you lost the visual connection. So optic fiber solves that. However, if you want to go like 20 kilometers with optic fiber, that will add an extra three kilos, of useful weight to your drone. SoNoah [00:23:12]: ‘Cause the cable that you have to unspool as you go weighs.Noah [00:23:15]: It is heavy.Yaroslav [00:23:15]: At first, like the spool is about 800 grams, so a bit less than a kilo, and then, and then think about 10, 10 kilometer optic fiber is another kilo, something like that. That takes away from your useful mass and then now you have like, you need a 15-inch drone and it can only carry maybe one or two kilos of explosives if you want to go, 20 kilometers. If you want to go to 30 or 40, like 30 is probably max. 40 is like very problem problematic on optic fiber. And then the problem with optic fiber is it's actually getting super expensive. So and why? Because of all the data centers for AI. That's literally the same optic fiber-Noah [00:24:01]: We're running out of centersYaroslav [00:24:02]: That's being used there.Yaroslav [00:24:02]: Like when Ukrainians and Russians come to Chinese factories to buy the optic fiber, they're like, “We're out. We sold it out to the Americans.”? That's the craziest thing. So optic fiber went up in price from like, $4 per, kilometer to like, $32 per kilometer in a few months in the beginning of this year. And I'veBrandon [00:24:26]: Claude Code is stopping the Russian drone effort here.Yaroslav [00:24:30]: Ukrainian as well. Yeah.Brandon [00:24:31]: Ukrainian. But I read somewhere that the Russians had grown more dependent on fiber optic drones relative to the Ukrainians, and that's one reason why the Ukrainians have sort of regained the initiative in drones recently.Brandon [00:24:42]: How accurate's that?Yaroslav [00:24:43]: The Russians were the first ones to scale that. I think by as of now, Ukraine has caught up. I think, like, as of maybe three months ago, Ukraine is mostly caught up on fiber optic. Yeah.Brandon [00:24:57]: What percent of damage would you say is in terms of FPV drone damage would you say is now fiber optic versus, like autonomous?FPVs as the New God of War: Tanks, Artillery, and Cost per KillYaroslav [00:25:07]: For our, for our audience, I actually, I cannot answer that question. Like, it's like I know the answer, but I would not disclose that. But for our audience, I think another interesting fact is out of all the casualties on the front line Between 70 and 80% are done by FPV drones.Brandon [00:25:30]: FPV drones are the new weapon of universal weapon of warfare.Yaroslav [00:25:34]: It'sBrandon [00:25:35]: Land warfare, anywayYaroslav [00:25:35]: They used to say that artillery is a god of war because artillery used to cause, like 80% of casualties, and now On that ranking-Brandon [00:25:46]: FPVYaroslav [00:25:47]: FPV drones rule.Brandon [00:25:48]: FPV drones are the god of war.Yaroslav [00:25:51]: Sort of. Dethroned artillery. But it's not to say that artillery is not useful, is not needed. Like, all of these systems are needed. Maybe except cavalry, although Russians still use it. I know, have you seen the videos of Russians using mules and horses?Brandon [00:26:09]: What is the usefulness-Yaroslav [00:26:10]: It'Brandon [00:26:10]: Of a tank in the in the modern-Yaroslav [00:26:11]: That's where we need Greenpeace to say a word, but they're silent. Yeah.Brandon [00:26:15]: What's the use of a tank on the modern battlefield?Yaroslav [00:26:21]: It's diminishing.Brandon [00:26:22]: Diminishing.Yaroslav [00:26:22]: However, I think there might be technologies which will, revive the tank. Look, tank still provides you armor, and armor is important. Like, you still need to armor and firepower, right? Like, you can be an armor personal carrier that provides you, armor. The challenge that currently exists is armor is not very well protected against incoming drones. However, there are ways to do to protect it. We were previously talking about this before the podcast. The CEO of Rheinmetall, recently sort of ridiculed, Ukrainian drone industry, saying that like, there is nothing interesting there, no real innovation, no to stand Compared to like, Rheinmetall or Boeing, and it's all made by housewives. There was like, obviously a ton of memes about this people ridiculing the CEO of Rheinmetall. And one of the best quotes, I heard on this topic is from my friend, Alexey Babenko, who's, the head of and founder of VIARI Drone, which is one of the largest manufacturers of FPV drones. They're our partner. They're using our autonomy. So he said that the drones we manufacture in one day will be more than enough to destroy all the tanks Rheinmetall manufactures in a year.Yaroslav [00:27:52]: Then, yeah, cost-wise, of course, a drone is like, $500 and a Rheinmetall tank is what, probably 5 million-ish or maybe more.Brandon [00:28:00]: Don't mess with those housewives.Yaroslav [00:28:03]: Drone wives.Brandon [00:28:04]: Drone wives.Yaroslav [00:28:06]: That's it.Noah [00:28:06]: There's a classic saying that everyone always fights the last war.Noah [00:28:12]: Yet do How did So from your standpoint, how did we get to the point where tanks became irrelevant in at least for now In a matter of just a few years?Yaroslav [00:28:24]: Look, I think it's the same way, how do we get to the point that calculators become irrelevant?Yaroslav [00:28:31]: Now we have iPhones. Like, why would you need a calculator? Technology progresses and its influence grows non-linearly. It's all exponential. So I can tell you that full autonomy, when you put it on a drone Look, so if you, if you think about a tank and a like, it's not a direct comparison, but even, like, a drone and a artillery shell or like, sort of cost per kill, an artillery shell for 155 caliber, which is a standard NATO caliber Currently market price is about $4,000 per piece. So compare that to say, $400 per drone. That's 10 times more expensive. Account for the amortization of the artillery gun and for how vulnerable it is and what is the sort of tactical, capabilities it gives you as compared to a drone. You'll figure out that an FPV drone is maybe three orders of magnitude, more versatile, more useful, more capable than artillery and many of than a classic artillery. Many of Because there are different types of artillery. Not just, like, one 155. You have mortars, you have all that. But give or take, roughly three orders of magnitude maybe. Again, it doesn't have that firepower. It's not one-to-one comparison still.Yaroslav [00:29:53]: Now, take that FPV drone. When you put full autonomy on that FPV drone, which can be not very expensive, like systems that we're, producing are like, in hundreds of dollars of pure bombFull Autonomy: From Human Pilots to Smartphone-Directed Drone MissionsNoah [00:30:06]: Just interrupt. You said full autonomy Just a second ago you were saying that the autonomy here is guidance, right? It's not decision-making.Yaroslav [00:30:14]: No, I was I was saying that's the f-First and sort of easiest pieces of autonomy that was fielded by us. But if you, if you add full autonomy to a droneBrandon [00:30:24]: He, I think he's asking what does it can you, for the listeners, can you explain What the term full autonomy means?Yaroslav [00:30:29]: Basically, I think a good way to think about an FPV drone is like an iPhone of warfare. It's, like, very inexpensive, very mass producible, very versatile. You don't need a bunch of other things when you have a iPhone in your pocket. You don't have, need an MP3 player, you don't need a calculator, don't need other things. All right? So FPV drone is an iPhone. Or like, okay, Apple please don't sue me, is a smartphone. And then, when you add autonomy to it sort of becomes like Uber or ride sharing. Okay? So what it means is instead of actually being a trained pilot who has this complex remote controller device which requires a couple months of training to actually pilot the drone, and then having to pilot it for 30 minutes, flying towards the target, et cetera, et cetera, now you basically, you have your smartphone, you have a drone, you pick your smartphone, you say, “We are here. The bad guys are here. Go and get them.” And the drone goes up, flies in a given direction, localizes itself on the map, finds the dedicated area where they, the bad guys are supposed to be sees the bad guys, bombs them, return, like, watches, so does a damage assessment, returns back, sits down, and then you can pick it up and watch the video if you didn't have the radio link, right?Noah [00:31:59]: That's a bomber drone.Yaroslav [00:32:00]: That's full autonomy for a bomber drone, right?Noah [00:32:03]: You're saying that no human decision is made in this entire process?Brandon [00:32:06]: That's not, that's not what he's saying.Yaroslav [00:32:07]: A human decision was made at the beginning of the process-Noah [00:32:09]: I get it. I get itYaroslav [00:32:09]: The same way as you would fire an artillery.Yaroslav [00:32:12]: When you fire an artillery, you don't stop at like, 500 meters away from a target and ask it whether, you want to strike or not. That's exactly, a human decision is always made at some point. So when you do that's full autonomy, and such full autonomy is happening as we speak. And such full autonomy increases the capabilities of an FPV drone, which is already, like, three orders more powerful than an artillery shell. Full autonomy increases its capabilities by four orders of magnitude because now you can have 100 times as many people who can use it, because you don't need to train those people, and this is important. You can have 10 times, mission success rate, and you can have 10 times utility per drone because now instead of being one-way kamikaze, it's, it can be a bomber.Brandon [00:33:05]: Now wait, let's, you said 10 times mission success rate, which means that fully autonomous bomber drones succeed in their missions 10 times more often than human piloted bomber drones do. That's an important thing to know.Noah [00:33:17]: Maybe, to push back onBrandon [00:33:19]: They're super, they're superhuman. They're, they' 10X superhuman.Yaroslav [00:33:22]: They're not vulnerable to electronic warfare. They don't care about the radio horizon. They don't lose track during navigation. They are not susceptible to human error when, an artillery shell or other drone blows up besides you and you're like, “Hell no,”like, “I'm getting out of here.” Right? That doesn't happen to an autonomous drone. Like, all of those things. Like, we have, like, one of the brigades that's using our drones with just first level autonomy They literally said that their success rates-Brandon [00:33:53]: What's first level autonomy?Yaroslav [00:33:54]: First level autonomy is just the terminal guidance.Yaroslav [00:33:57]: By the way, we have video of that. We can watch that.Brandon [00:33:59]: Terminal guidance means a human gets it nearby and then the AI takes over.Yaroslav [00:34:03]: The human flies it all the way, like 30 kilometers towards the target, and obviously the target was probably given to that human by someone who's flying some ISR drone, some reconnaissance drone, right? So all the way to the target, and once you see the target from a distance of 500 meters, you do target lock, and from there drone flies autonomous. So just that feature alone, it has increased the guy's, his call sign is Grom, so it has increased his, mission success rate, like precision of mission, yeah, mission success rate from 20% to 71%, and it also increased his kill zone from three kilometers to 10 kilometers, which means there's certain area around the front line which is designated kill zone. Whenever enemy goes into that area, it's almost guaranteed to be to be destroyed by a drone. And then obviously the drones are not launched from like, the zero line. They're usually launched from like, minus 10 kilometer-Mission Success, Failure Modes, and the Five Levels of AutonomyBrandon [00:35:03]: What is a zero line?Yaroslav [00:35:05]: Zero line is sort of an imaginary line of control, of two conflicting forces.Brandon [00:35:14]: It's important to explain these things to a lot of the listeners who areYaroslav [00:35:17]: Thank you for askingBrandon [00:35:18]: Familiar with warfare.Noah [00:35:20]: Myself.Noah [00:35:20]: I'm one of those listeners.Brandon [00:35:20]: You said that level one autonomy, in other words just terminal guidance, just, like, human gets it to the finish line and then it goes over the finish line, increases mission success from 20 something percent to 71%, or something like that.Yaroslav [00:35:33]: Increases the kill zoneBrandon [00:35:34]: Increases the kill zoneYaroslav [00:35:34]: Three kilometers to 10 kilometers.Brandon [00:35:36]: Got it.Yaroslav [00:35:36]: On both parameters-Brandon [00:35:37]: What is full autonomy, dude? AndNoah [00:35:38]: Actually on real quick, can we define mission success and like, maybe in a way, what are the failure modes of missions?Brandon [00:35:44]: I have a guess what mission success is.Noah [00:35:46]: But I couldBrandon [00:35:47]: Get ‘em.Yaroslav [00:35:49]: No, but that's a very good question, in fact, because, even if you fly into the target, well, first the target can be damaged or destroyed. Those are two different modes. Then there can be different targets. A sole infantryman is one kind of target. A dugout where supposed there are some, enemies there is another kind of target, and a some mechanical equipment is another type of target. Radio emitting equipment, which, like, often, like, the targets that the military want to get more than anything else is the some enemy radio tower or something like that or some small radio dish that really makes life difficult in that area, in that combat area. So those are different targets, right? It can be destroyed, can be damaged.Then sometimes, the drone hits but doesn't explode. Like, that happens. And then, there are other failure modes. You didn't even reach the target because you were A jammed by electronic warfare; B, you lost the control over drone because of the radio horizon; C, you were jammed by a different type of electronic warfare that happens way before You hit the target area. It's, impacting your, video receiver. So like jamming on video or jamming on control are two different types of jamming. Then something malfunctioned on a drone, just a mechanical malfunction, maybe like a motor broke or like, whatever. So all of those are different failure modes. Yeah, or maybe you got lost, you're navigate navigating to your, to your target. That happens, too.Noah [00:37:41]: The Level one autonomy, basically you manage to point in a direction.Noah [00:37:49]: You go there, and then the last mile The drone taking over.Yaroslav [00:37:52]: We define this like, I define that but it sort of got picked up by the industry. We define five levels of autonomy. So level one is terminal guidance. It's what we just discussed. Level two is bombing. Level three is autonomous target detection and engagement decision. Level four is autonomous navigation. And level five is autonomous takeoff and landing.Noah [00:38:15]: Those are good things to knowYaroslav [00:38:16]: Those are five levels of autonomy. Now, if youNoah [00:38:19]: I have a question for you.Yaroslav [00:38:19]: Sorry. Like, let me finish withNoah [00:38:21]: SorryYaroslav [00:38:21]: Theoretical part.Noah [00:38:23]: What is Tesla running at right now?Yaroslav [00:38:25]: Tesla?Noah [00:38:25]: No, sorry.Yaroslav [00:38:26]: That's very good point. Like, it's exactly, it was inspired by the levels of self-driving autonomy.Noah [00:38:32]: Waymo's level five, right?Noah [00:38:35]: You just tell it where you want to go, it picks you up, and then you go there.Yaroslav [00:38:36]: I think, like, if you, if you look at the classic definitions of self-driving cars, Waymo is still, like, level four because it still requires even remote, but still, like, human control. It's like if Waymo gets in trouble, there is an operator who takes over and resolves this. So that would still be a level four. It doesn't map directly, but it's also five levels.Brandon [00:38:58]: Can I, can I interject a question here? In terms of an FPV drone that's like a suicide drone that'll just blow itself up killing something, how do what it hit? Like, does it, just transmit back, or do you sort of like, lose track of it and hope it hit? Like, what happens to that?Yaroslav [00:39:16]: That's a great question. SoBrandon [00:39:18]: You need another droneYaroslav [00:39:19]: Like, the current battlefield in Ukraine is saturated with different types of drones. So obviously you have all the FPV drones and last year alone, Ukraine manufactured about 4 million of these, and then Russia's maybe, like, 20% less than that. And for this year, the publicly voiced target was 7 million on Ukrainian side. So it's, like, serious numbers. We're getting in serious numbers here. And then besides those, there are different, reconnaissance drones, ISR as we call them, and there are sort of tactical level ISR where we, both Ukrainians and Russians usually use, Mavic, drone by DJI. And then there are a bunch of locally produced drones, which are sort of fixed wing drones that can stay in the air for much longer than Mavic, maybe, like, half an hour. And then, there are drones that can stay for many hours or even up to a day. And those drones have, are more expensive, have more expensive cameras, et cetera, et cetera. We hunt those drones that Russians launch. The Russians hunt our drones, and so on. But ideally, when you, are a group of soldiers operating an FPV, you'll have someone in your, company, or someone in your platoon who has an ISR asset that will do target designation for you. They'll say, “Oh, like, there's a Russian vehicle over there. Go and get him.”and you go there, you get it, and they're like, “Okay, confirmed.”Battlefield Surveillance and the Eight Dimensions of AutonomyBrandon [00:40:57]: Those guys are watching. They have their own drones in the sky.Yaroslav [00:40:59]: Target destroyed. They have, like, a carousel of drones because One Mavic cannot stay more than 30 minutes. ItBrandon [00:41:06]: They're constantly surveilling the battlefield.Yaroslav [00:41:07]: Almost every spot on the battlefield.Yaroslav [00:41:11]: It's not always the case. Sometimes you will not have a surveillance asset, so then you would launch another FPV just to confirm that there was a hit. Then if you see there was a hit and you're not sure if it completely destroyed, you maybe hit again for good measure.Brandon [00:41:26]: You double tap.Yaroslav [00:41:28]: That's how it works. But I was about to give you another sort of piece of taxonomy. So you have five levels of autonomy, right? Then you have sort of eight dimensions of autonomous battlefield. So what is eight dimensions? It's crucial to understand how autonomy evolves in a modern, battlefield environment. So dimension number one is level of autonomy. What are the capabilities that your asset has? Dimension number two is the platform you're operating on. So it can be a quadcopter, a fixed wing drone, different types of maybe, like, a long range drone or short range drone, but it can also be a missile. You can have autonomy even on an artillery shell or a ground vehicle or a sea vehicle. So all of those are different platforms. Level three would be domain. So it's ground to ground or ground to air as an intersection, or ground to sea or sea to air. They're all, like, all the nuances with different domains. Then level four, would be higher levels of autonomy, such as swarming, drone carriers, drone nests, et cetera.Brandon [00:42:39]: Now when you're saying level, you're talking about dimensions, not about-Yaroslav [00:42:42]: Sorry. YeahBrandon [00:42:43]: Autonomy levels. So dimension four.Yaroslav [00:42:43]: The dimension. Yeah, I used to say I was supposed to say dimension. I say dimension because each of them works with another, right? So you might have, like third level autonomy, fixed wing drone operating in land to air, and stuff like that right? And then operating in a swarm or operating from a nest. Right? Then you have, sort of dimension number five is environment. So is it day or night? Is it summer or winter? Is it, humid, cold, dry? What kind of target is it? Is your target hiding in a forest, or is it, behind a hill or within buildings? So all of that is environment. Then you have, dimension number six is command and control. How are you dealing with or like, tens of thousands of those assets around the battlefield? How are you coordinating that on the higher levels of command? How are you collecting data? All that.Yaroslav [00:43:44]: Dimension number seven would be infrastructure, so things like simulation, data collection tools, security, deployment mechanisms, et cetera. So all those systems have to be developed separately and integrate with all the others. And finally, dimension number eight is sort of distribution. Have you deployed 100 of these systems or 100,000 of these systems? Because those are two very different ballgames. So that now gives you a more broad overview of how autonomy propagates across the battle space.Targeting, Human Responsibility, and Rules of EngagementNoah [00:44:23]: As someone who has done machine learning and had gone out of distribution and had things, go horribly wrong, you were talking several of these, kind of axes of thinking about drone warfare seem like they could be very susceptible to some sort of distribution shift if you start making things autonomous.Yaroslav [00:44:41]: Like what?Noah [00:44:41]: I mean Well, first ofYaroslav [00:44:43]: If the I'm very interested Sort of sort of kinds of scenarios that you're thinking about.Noah [00:44:48]: Like the most obvious one is you, if I assume these are computer vision guided systems for at least the last mile, how do you ensure that oh, well, like you now have some fog roll in or something, and you, the drones just attack the wrong thing? Or maybe, it probably will not turn around and fly back and attack you, but youYaroslav [00:45:10]: Same, the same, the same question, how do you ensure that your mortar fire hits the right thing? Well, it's like mortar fire, give or take half a kilometer could be plus or minus. So maybe you fire one, and then you fire another. So drones are actually, much better in being precise in those scenarios. And I think, to your point, I think five to 10 years from now it will be immoral to use weapons without AI.Yaroslav [00:45:44]: ‘Cause weapons without AI will be more likely to cause, collateral damage or unwanted damage. Same way, it will be immoral to drive your own car manually on a public road because it's more likely to cause, unwanted damage.Noah [00:46:02]: Wow, I never considered that mightBrandon [00:46:04]: Really? That's definitely coming.Yaroslav [00:46:07]: Anyway.Brandon [00:46:07]: No, but that' I don't know, it's an obvious, an obvious thought. I agree with you.Brandon [00:46:12]: I, No, they, obviously they're not going to let you drive once most of the cars on the road are autonomous.Noah [00:46:17]: No, that one, don't I believe.Yaroslav [00:46:19]: No, I think you were you were talking about drones, right?Brandon [00:46:21]: The drones, right. Cool.Yaroslav [00:46:22]: The weapons, right?Brandon [00:46:23]: Friendly fire and collateral damage and stuff like that is all minimized with AI.Brandon [00:46:27]: Here's my question. Take all let's go to level six autonomy. Let's take all of the target selection. Let's take all the battlefield data, integrate it into one big AI, and have that big AI basically be in command of the battlefield And agentically do target selection.Yaroslav [00:46:44]: Be the general, right?Brandon [00:46:44]: It's a general. It's, you've cut humans out of the loop except maybe as dexterous robots, repairing drones and fastening things to drones or maybe something like that because you don't have those robots yet. How soon are we there? AI general.Yaroslav [00:46:58]: The most important thing to ask ourselves is who will be faster to that us or our adversaries?Brandon [00:47:07]: I assume us, but how fast will we be to that? I hope us.Yaroslav [00:47:11]: I hope so too.Brandon [00:47:12]: How fast can we Like when are we looking at that in terms of like horizons years?Yaroslav [00:47:18]: Like technically, it could be done now. The question is of course, there's, some engineering work to be done. The bigger challenge is deployment. Right? So okay, technically Like operation in Iran, right? They, the publicly, it was claimed that I think Palantir system was used for target designation, et cetera, et cetera. So it is not exactly as you say, the AI makes all the decisions, but basically AI goes through all the data you have, gives you these 1,027 different targets and says, “You-- To confirm, please press Okay.” And you look at the targets and you're like, “Yeah, sounds right. Press Okay.”so that's, I think that's where we are now already, or we were a couple weeks ago as we're recording this on April 10th. Another question is how massively deployable it is. Is it, like, every decision being made like that or is it, like, just some of the decisions made like that? And then different levels of command and control. There you have, like, the platoon, the company level, the battalion, et cetera, et cetera, et cetera. But the tricky thing here when we get into that territory, the tricky thing is If your enemy is getting advantage of being Thousand times faster than yourself by deploying such systems What do you do?Yaroslav [00:49:10]: You got to-Brandon [00:49:12]: The if the enemy is a thousand times faster than you at deploying those systems?Yaroslav [00:49:16]: Like, if enemy starts deploying level six autonomy, as you call And you have not started doingBrandon [00:49:22]: You're in troubleYaroslav [00:49:23]: Yes, exactly. So you have to catch up. So my point is that it is very important to think about the safety of these systems, but that thinking should not slow you down in developing them because they are critical for your existential, survival, right? And like, one person who doesn't think, doesn't get to think about the ethics of the war is a dead person. That person surely doesn't get to think about that.Brandon [00:49:52]: What would be the safety risk of such a system?Yaroslav [00:49:55]: Of course-Brandon [00:49:56]: Friendly fire?Yaroslav [00:49:56]: Just wrong decisions, right?Brandon [00:49:59]: I see.Yaroslav [00:49:59]: Maybe, these decisions-AI Command Decisions, Dead Zones, and Complex BattlefieldsBrandon [00:50:06]: Skynet AI decides it's going to useYaroslav [00:50:08]: No, these-Brandon [00:50:08]: Drone army to kill usYaroslav [00:50:09]: Decisions will not only be made about drones. They are likely to made about what the humans should do on your side as well. Then obviously some environments are more like Ukrainian-Russian war, where you haveBrandon [00:50:26]: It will have to choose to risk lives. It will have to choose to sacrifice human lives-Yaroslav [00:50:28]: Of courseBrandon [00:50:29]: On your side.Yaroslav [00:50:29]: Of course. And then some environments are just, like, dead, like, dead zones and there are no civilians there, or virtually no civilians close to the front line because, like, super dangerous. Everyone has evacuated from there. But there are other environments which are more like, okay, there's a counterterrorist operation. There's, like, a group of terrorists or a group of civilians. Or like, it's like the recent operations in Iran, I imagine that the US and Israeli forces do not want to harm civilians. They only targeted the military targets there, right? So in those situations, it's a different level of responsibility for that decision-making as well. And then there is just such a big variety of those military missions, and I'm not even, like, well-informed or well-educated in military science to tell you about all those scenarios. We would need to put some general besides me, and maybe a Ukraine general and American general would have told you very different stories about these things.Brandon [00:51:34]: Got it. Can I ask a few more questions? All right. So in 2013, I wrote one of my first, paid articles ever was about how the era of drones will change human society. I was just sitting around bored thinking about things.Yaroslav [00:51:54]: You were way ahead of your time.Brandon [00:51:55]: I said, I said, “The following will happen.”Yaroslav [00:51:57]: It's, this article is real. I've read it.Yaroslav [00:51:58]: It's actually-Brandon [00:51:59]: I said small autonomous, suicide drones, will cleanse the battlefield of human infantry. Human infantry will not be able to stand against swarms of AI-powered, suicide drones. That was I didn't even know about, like, AlexNet at the time, I think.Yaroslav [00:52:19]: You're just an avid sci-fi reader.Brandon [00:52:23]: I'm an avid sci-fi reader, but also, like, it's not Like, there will be a way to do that. It's a it's a nonlinear multidimensional search problem, and you get enough compute, you'll find some search algorithm that will get you there. And soBrandon [00:52:38]: I, yeah, I think that one sentence describes the bitter lesson right there.Brandon [00:52:41]: It's just like it's a multidimensional search space. You search it somehow. I don't know. Figure out some get a grad student-Yaroslav [00:52:47]: Sooner or laterBrandon [00:52:47]: To make a search algorithm.Brandon [00:52:48]: It's not that hard. Anyway, so but then, but I guess the point is The point is that human infantry on the battlefield will be will be gone at the end. I wrote that in 2013. Many people on social media laughed at me for that called me hysterical, said things like, “Electronic warfare will knock all the drones out of the sky.”like, “You need humans to hold ground.”that's something you still hear from a lot of people on social media today. I feel that this article that I've written has never been directionally wrong. It has gotten more and more right steadily over time, and that we're very reading the battlefield reports from Ukraine, where, human infantry are basically guy, like a few guys hiding in dugouts for months, and I'm not sure what they're doing.Yaroslav [00:53:35]: That's on Ukraine's side. On the Russian side, that's just like a zerg rush.Brandon [00:53:38]: The zerg rush, and then they just die. Then, but they have some guys in dugouts too, right? Like hiding in dugouts for months.Yaroslav [00:53:45]: They have. Yeah.Brandon [00:53:45]: Like, but that like, what are those guys doing in the dugouts? Are providing, like, frontline, like, reconnaissance? Like, what are they doing?Yaroslav [00:53:54]: If there is a guy in a dugout with some bullets and automatic weapon, the other guy cannot come and take the that dugout. That'Brandon [00:54:07]: I seeYaroslav [00:54:08]: They are they're establishing control over territory.Brandon [00:54:10]: I see. So that is so there still is a use for human infantry on the battlefield as of today.Yaroslav [00:54:15]: LikeBrandon [00:54:15]: How long will that last?Yaroslav [00:54:17]: I think it will last for a while. This is funny. There's this whole Layer of the modern culture, a modern Ukraine culture built around the war-related stuff. So there is this -Punk rock band, that is called SZC, I guess in English that would be. Which stands short for like a deserter or something like that. So anyhow, this band has a song titled “2030.” It's basically about the year 2030, and the war still goes on as like the whatever, third world war or whatever. And they basically, they, sang about the AI and like cyborgs and everything, but the simple infantry is still needed, and we're still, like, getting cold in those dugouts, and we're still doing our job. That's sort of the theme of the song. And it seems like that's actually what's going to happen. There areGround Robots, Simulation, and the Limits of World ModelsBrandon [00:55:30]: Ground robots will not replace humans in the dugouts soon.Yaroslav [00:55:34]: I'm very much interested in following the whole humanoid robot theme andBrandon [00:55:39]: What about like a dog robot?Noah [00:55:41]: Or just mobile controlled platforms or something.Brandon [00:55:44]: Spider robot, yeah.Brandon [00:55:45]: Everything evolves into a crab.Brandon [00:55:46]: You build a crab robot.Yaroslav [00:55:47]: A humanoid-Noah [00:55:48]: The carcinization of warfare.Yaroslav [00:55:51]: There is a lot of utility in humanoid robots because the world is designed around humanoids. So I would not, like, 100% disqualify the possibility that sometimes 10 years in the future, humanoid robots, will be actually fighting. So that's an actual Terminator kind of scenario.Brandon [00:56:14]: Yeah, in the first Terminator movie, you look at what they've got on the battlefield, they've got flying bomber drones and humanoid robots.Yaroslav [00:56:20]: Look, the cost of large language models of running them is getting so low, you can have basically an inexpensive computer running, what was a state-of-the-art model a year and a half ago, running it locally on a device with an open source model, which also means that the Chinese can have it, the Russians can have it, the North Koreans can have it, et cetera. So that is already possible. And with when we're looking at the acceleration of the neural nets, I would've, if not the acceleration of the large language models, I would've said that I don't think that humanoid robots will be able to be useful in the battlefield earlier than in 10 years. But if you account for the exponential, it might be five years or so. The problem with all of the autonomous systems, and it's like starts with self-driving cars and even with all the AI, like modern day AI agents, to make them really, useful, you have to solve such a long tail of edge cases, that it's really difficult to make them useful. Like we were promised, self-driving cars, what, like 2007, Sebastian Thrun and Google, and even before that all the challenges, everything. And Elon of course told us it's going to be one year from 2014, and now we still don't have self-driving Teslas everywhere. We have Waymos in SF and some other places, but they're still, like, not perfect. So I think, I expect something similar from self-flying drones and fully autonomous drones, and we saw that firsthand as with each level of autonomy that we're adding, there is a very wide distance between a prototype and something that is ready to be scaled to millions of units and something that has been scaled to millions of units. But the race with like AI coding tools is just insane. So things might accelerate very fast, faster than we can imagine.Noah [00:58:46]: I think your point is that with due to this long tail behavior Level one autonomy as you've defined it, is actually very natural. Like you basically are just solving an image recognition and tracking system.Yaroslav [00:59:02]: It's actually interesting that you say it that way, and I thought about this the very same way, and we have this joke that there are like 200 companies in Ukraine which are trying to solve last mile, targeting or terminal guidance. It seems like we're like the only company that actually solved that because even that problem-Noah [00:59:22]: I'm not saying it's, I'm not saying it's trivial, but it's at least something that you imagine given our current state.Yaroslav [00:59:26]: Like us and Eric Schmidt, like Eric Schmidt's companies are pretty good.Yaroslav [00:59:29]: Like, I actually have lots of respect to what they're doing, and they're, they have been practically influential and helpful on the battlefield, and they have good engineering.Noah [00:59:38]: I wasn't, I wasn't saying it's trivial. I'm just saying this is a something naturally adaptive based upon things that we know work, well. But some of the other domains that where you do have to make decisions and you have a long tail become much harder, and you worry about edge cases more.Yaroslav [00:59:57]: Like the more, the more complex behavior you're trying to simulate, the more edge cases there are right? The more ways to do it wrong there are. And then there are different approaches. It's like if you think about, if you read academic papers about robotics, right? You sort of the robot is represented as something that has the sort of sensor input, and then you have three, levels of sort of logics or decision-making, which are perception, planning, and control, and then you have actuators as output.So pre-neural nets, you would do perception output and control all with classic logics, right? Then, with AlexNet and computer vision, you could do perception with neural nets and the rest with logic. You cannot currently do each of those separately with neural nets, each of those separately with logics, or you can just have one huge neural net that just takes lots of sensory data. It's not just pixels. Could be sound, could be accelerometer, could be everything, as input, and just outputs the controls. And some of the self-driving car companies are doing that or like, experimenting between different ways of doing that. So you can also, like, think about that and the way you implement those features, also influences how much degrees of freedom the system would have, right? Like control, you can do it classical algorithmic control with common filters and PAD filter, PAD controllers, et cetera, or you can do a neural net, that was trained in a gym with a reinforcement learning, et cetera. And those would be two different behaviors of a system.Noah [01:01:53]: I-- Maybe my point was just much more high level. It'Yaroslav [01:01:56]: Or you can If you go even like, if you go high level, you can, you can like train to like have whatever, like Feifei Li and folks who are doing like physical, sortBrandon [01:02:08]: World modelsYaroslav [01:02:08]: World models, right, physical intelligence, they're trying to make these big models and sort of understand the world and then supposedly you have such model and you can tell a drone, “Okay, like, go over that hill and like, find the bad guys and then get them,”or “Make me a video, make me a photo of the guy smiling and get back to me.” Right? That's one way. Another way you have like these subsystems, like one is navigation, another is finding the person, another is like getting to them to take a photo. And those are again, very different behaviors. And then it's not that one is necessarily better than the other, and we might have more technological ability to do one or another. But all of those systems will exist. And then again, you should always keep in mind that it's only the not only the good guys that are developing these systems, the bad guys are developing these systems as well.China's Drone Supply Chain and the West's Manufacturing GapNoah [01:03:00]: I guess where I'm going with this back to Noah's original thought with the end of the end of the soldier. And so in order to replace-Brandon [01:03:10]: Or at least the end of the rifleman.Noah [01:03:11]: Or the end of the rifleman, yeah.Yaroslav [01:03:13]: I'm not seeing that very close, and it was like I'm, as much as I'm a lover of sci-fi and all of that and a technologist, the more I try to beYaroslav [01:03:27]: Like the I try to have certain humility about these things, and like the military, domain and there was just so much human history and blood and tears, dedicated to sort of understanding this art of war and perfecting it and so on. There is so much knowledge in there that I don't feel like I even started to comprehend, a lot of that. But one thing that I really understood is that even though drones are now making eighty percent of the casualties, you go to the actual officers, you talk to the actual, like, brigade commanders, corps commanders, and they explain to you, how all of it fits together, how when you're thinking about an operation that involves a couple thousand people to get this piece of land, out of the enemy's hands, deoccu deoccupy it, how it is so complex, it involves, dozens of different types of drones and then land operations and reconnaissance operations, psychological operations and then aviations and tanks and logistics and all kinds of these different assets. So modern warfare is really very complex, and the fact that the drones are the latest, coolest thing, and then the AI is latest, coolest thing, doesn't mean that now it's that and only that right? So yeah. Whoever's looking into that I think should realize that it's not just what the press talks about, that the reality is much more difficult, much more complex.Brandon [01:05:17]: Let's talk about China and China's manufacturing capabilities. So suppose that someone, like suppose the United States went to war with China. AndYaroslav [01:05:26]: I hope not.Brandon [01:05:27]: I hope not as well. And then but suppose that drones were very essential to that war of all the types of drones that we're talking about here, and that suppose that China said, “All right, well, you need X and Y and Z, to make those drones to fight us, and we control the production of X and Y and Z, so we're just going to cut you right off, and now you have no drones.”Brandon [01:05:47]: I know that a number of countries, including Ukraine and Taiwan, have been making moves to China-proof their drone productions that China couldn't do that. Examples of things they might be able to cut off might include rare earths, fiber optic cable that you were talking about before, various other things that where even if they don't control one hundred percent of the production, they control enough of the production that would be extremely expensive to produce it without relying on Chinese sources. Or the market's fragmented enough, et cetera. What do you see as China's key bottlenecks, and how easy are those to overcome in terms of China-proofing drone production in case of a war against China?Yaroslav [01:06:30]: Let me start with a saying that -Although China does not sell directly to Ukraine and it does sell directly to Russia, a lot of Ukrainian supply chains, they start in China, right?Yaroslav [01:06:49]: We're not in a conflict with China, and we would not want to be in a conflict with China. And we'd hope that China stays a neutral power between Ukraine and Russia and the US as well. That said, the scenario that you're describing, everything is much worse.Yaroslav [01:07:11]: Think about this. Last year, Ukraine produced four million FPV drones. Ukraine is not the most industrious nation in the world.Yaroslav [01:07:19]: China can produce four billion of these FPV drones.Yaroslav [01:07:23]: China can make them not drones with propellers, but fixed-wing drones, which go not forty kilometers far, but maybe two to three hundred kilometers inland.
We catch up on a chaotic launch week, a new company announcement, and the growing noise around AI and tech culture before switching gears into what actually makes a presentation land. We share the practical public speaking and presentation skills we use to keep audiences engaged, stay calm under pressure, and communicate with clarity without sounding rehearsed. • a fast check-in on work chaos, health, and getting back on the mic • Michael's company launch and the promise of agentic AI for reclaiming time • Palantir's manifesto and why AI fear-mongering is spreading • why knowing your audience and goal beats memorizing a script • setting expectations up front so the room does not derail you • breathing, intentional movement, and using energy the right way • storytelling frameworks like the Amazon model, hero's journey, and what so what now what • simple slide design, why never to present from Excel, and how to end strong • Q&A tactics that lead to better questions and better answers If you're interested in supporting the show, you can do so by clicking on the link. It is a link tree now in every place. If you can't do any of those things, the least you can do is share this episode with your friends.Support the showClick/Tap HERE for everything Corporate StrategyElevator Music by Julian Avila Promoted by MrSnoozeDon't forget ⭐⭐⭐⭐⭐ it helps!
In today's Cloud Wars Minute, I connect SAP, Palantir, and Ford to AI's expanding economic disruption. Highlights 00:11 — Recently, both SAP, number four on the Cloud Wars Top 10, and Palantir, number five on the Cloud Wars Top 10, have asked: Are we reaching the end of the term software or software company? 00:47 — But I think their idea is that, what we've thought of as software, what we've come to picture it to be, the image we have in our head, the mindset we have around software, is just getting blown away by what AI is capable of. 01:07 — Last week at the SAP Sapphire event, CEO Christian Klein said, “Will SAP be a software company in the future?” He asked the SAP Joule AI Assistant to answer the question, and Joule said, “SAP is going to be a business AI company.” 02:00 — Palantir CEO Alex Karp said, “You can't just lump what we're doing into the term software.” He said, “We're going to have to create a new term, because what we're doing goes beyond software,” and suggested the term AI infrastructure. 04:07 — Ford had built an enormous factory to build electric vehicle batteries, but now is considering shifting toward batteries for AI data centers, showing how AI's impact is extending beyond tech into the broader global economy. Visit Cloud Wars for more.
Molly McKew (writer and lecturer on Russian influence and information warfare) joins Host Ron Steslow to take stock of the war shifting beneath the surface. They begin with the state of the fighting: Putin's nuclear theater around Victory Day and the quiet vibe shift on the battlefield as Ukrainian resilience compounds. From there, they turn to Ukraine as a laboratory for the future of war: unmanned systems, data hubs, and the battlefield coordination American defense companies are scrambling to get their hands on. They also weigh the dual-use dilemma of companies like Palantir, whose tools help Ukraine target Russian commanders abroad while building surveillance architecture at home. Then, they examine Europe's slow awakening from its post-World War II illusions and the persistent reach of Russian hybrid influence. Finally, they unpack the pro-Russian talking points that are proliferating on both ends of the political spectrum and refuse to die. In Politicology+, they dig into what Viktor Orbán's defeat means for European unity on Ukraine, the differences between healthy and toxic nationalism, and how Europe is quietly rebuilding its defense planning where Article 5 can't be assumed. POLITICOLOGY+ Not yet a Politicology+ member? Don't miss all the extra episodes on the private, ad-free version of this podcast. Upgrade now at politicology.com/plus. Check out Molly's Newsletter: https://www.greatpower.us/ CONTRIBUTE TO POLITICOLOGY politicology.com/donate SPONSORS & PROMO CODES https://bit.ly/44uAGZ8 Send your questions and ideas to podcast@politicology.com or leave a voicemail at (703) 239-3068 Follow this week's panel on X (formerly Twitter): https://x.com/RonSteslow https://x.com/MollyMcKew Learn more about your ad choices. Visit megaphone.fm/adchoices
Why is Palantir, the former employer of congressional candidate Alex Bores, currently running attack ads against him...for working at Palantir? New York Assemblymember Alex Bores joins Offline to explain why his stance on AI has made him a target for the biggest dark money super PAC in the country. Then, he and Jon discuss what AI regulation could actually look like if we had a competent government, how to guarantee the dignity of work in an age of full automation, and weather the wealth AI creates could be effectively redistributed back to the people it replaces.For a closed-captioned version of this episode, click here. For a transcript of this episode, please email transcripts@crooked.com and include the name of the podcast, episode title, and episode date.
FOLLOW UP starts with merchandise promotion and YouTube begging reminiscent of 2007, before GameStop CEO Ryan Cohen gets thoroughly criticized by eBay after proposing a $56 billion takeover plan that eBay called “neither credible nor attractive,” which is corporate-speak for “please stop emailing us at 3 a.m.” Meanwhile, California residents might finally receive a small settlement check from Grubhub worth about half a burrito, just as Americans realize they dislike AI data centers even more than nuclear plants because nobody wants a warehouse full of GPUs boiling away the local water supply. Lake Tahoe residents are learning their electricity now goes to AI processing plants instead of people, xAI keeps adding methane turbines despite being sued over them, and SpaceXAI employees are fleeing Elon's “sleep under your desk forever” lifestyle as if it were the last helicopter out of Saigon.IN THE NEWS, we start gently with the revelation that everyone at the Musk v. Altman trial is sitting on luxury butt cushions because apparently the singularity requires lumbar support, before plunging straight into the abyss: fake AI crypto journalists haunting Forbes and HuffPost like SEO poltergeists, OpenAI launching “Daybreak” so the robots can now secure the software they helped break, Anthropic trying to stop AI from becoming evil by feeding it morality fan fiction, and Google catching AI-generated zero-day exploits in the wild because cyberpunk novels were apparently instructional manuals. Waymo robotaxis are experimenting with driving into floodwaters, a family is suing OpenAI after ChatGPT allegedly advised their son to mix drugs with fatal results, graduating students booed an executive for praising AI as if she were announcing the arrival of cholera, and Meta continues its speedrun toward becoming the world's largest scam mall while simultaneously demanding everyone trust its shiny new “encrypted AI chats.” Also: Meta is testing Grok-for-Threads, somebody created an AI poop-analysis startup that quietly sells your bowel movements to data brokers, GM got nailed for selling driver data, Lime still somehow exists and wants an IPO, and Japan's first 3D-printed house shows that the future will at least look cool even as society collapses.MEDIA CANDY features Spotify celebrating twenty years of collecting your listening habits into a psychological profile you absolutely didn't care about during the CD era, plus The Punisher: One Last Kill ironically looking like unfinished PlayStation cutscenes, Good Omens Season 3, Devil May Cry Season 2, NBC somehow turning Wordle into a TV show because every executive has fully given up, shorter waits for Severance Season 3, and Rings of Power returning in November to continue spending the GDP of a small nation on elf misery.APPS & DOODADS checks in with Apple as it prepares Siri app integrations that developers already suspect will become subscription-based hostage situations. TikTok is testing an ad-free tier in the UK because, somehow, ads weren't already enough punishment. Venmo is finally realizing that public payment feeds are insane. There's a Wikipedia clone made entirely of AI hallucinations, and an iPad arm mount sturdy enough to survive the upcoming climate wars.AT THE LIBRARY wraps up with Clowns (First Contact), Dungeon Crawler Carl, the demise of another Goodreads competitor, Kindle alternatives for those trying to escape Amazon's panopticon, and a reminder that Douglas Adams has now been gone for 25 years, which remains, in the immortal words of the man himself, widely regarded as a bad move.Sponsors:DeleteMe - Get 20% off your DeleteMe plan when you go to JoinDeleteMe.com/GOG and use promo code GOG at checkout.Shopify - Sign up for your one-dollar-per-month trial today at Shopify.com/grumpyCleanMyMac - Get Tidy Today! Try 7 days free and use code OLDGEEKS for 20% off at clnmy.com/OLDGEEKSPrivate Internet Access - Go to GOG.Show/vpn and sign up today. For a limited time only, you can get OUR favorite VPN for as little as $2.03 a month.SetApp - With a single monthly subscription you get 240+ apps for your Mac. Go to SetApp and get started today!!!1Password - Get a great deal on the only password manager recommended by Grumpy Old Geeks! gog.show/1passwordShow notes at https://gog.show/746Watch on YouTube at https://youtu.be/ICjNBnP3sMkFOLLOW UPGrumpy Old Geeks Merch StoreGrumpy Old Geeks on YouTubeeBay Brutally Rejects GameStop's $56 Billion Proposal: ‘Neither Credible nor Attractive'Wang et al. v. Grubhub, Inc.Americans Oppose AI Data Centers in Their AreaEnergy supplier abandons Lake Tahoe residents to serve data centersxAI Got Sued Over Its Gas Turbines, so It Naturally Added More of ThemElon Musk's SpaceXAI has been bleeding staff since its mergerIN THE NEWSEveryone at the Musk v. Altman Trial Is Using Fancy Butt CushionsFour Financial Journalists Accused of Being Fake AI-Generated Puppets That Shill Crypto in Forbes, HuffPost, and MoreDaybreak is OpenAI's response to Anthropic's Claude MythosAnthropic blames dystopian sci-fi for training AI models to act “evil”Google announces its first-ever discovery of a zero-day exploit made with AIWaymo Admits Its Robotaxis Have a Small Issue With Driving Into FloodwatersFamily sues OpenAI, alleging ChatGPT advice led to accidental overdoseGraduation Speaker Says AI Is ‘The Next Industrial Revolution,' Immediately Drowned Out by Booing StudentsMeta is facing another lawsuit over scam ads on Facebook and InstagramAfter Killing Encrypted DMs, Mark Zuckerberg Wants You to Trust His New Encrypted AI ChatHey @meta.ai is that true? Threads is testing a Grok-like AI featureInternet of Shit: AI Poop Analysis App Offered to Sell Me Database of Its Users' PoopsGM agrees to pay $12.75 million to settle California lawsuit over misuse of customers' driving dataThe electric scooter rental company Lime has filed for IPOThis startup built Japan's first 3D-printed two-story home. It wants to solve the country's construction crisisAPPS & DOODADSApple wants apps to integrate with Siri in iOS 27, but one fear holds some back: reportTikTok is rolling out an ad-free option in the UKVenmo's redesigned app offers more discreet payments by defaultNew Wikipedia Clone Made Entirely of AI HallucinationsYICOSUN iPad Mount Tablet Holder, 3-Section Foldable Adjustable Aluminum Alloy Arm with Rotating Clamp Base, Heavy Duty Desk Bracket for iPad Tablet Phone Portable Monitor, Bed Office KitchenMEDIA CANDYSpotify is celebrating its 20th birthday with a Wrapped-like feature that covers your entire time on the appThe Punisher: One Last KillHere's the Real Deal With That Viral Shot From 'Punisher: One Last Kill'Good Omens Season 3 - The FinaleDevil May Cry Season 2NBC is turning Wordle into a TV showAdam Scott Promises the Wait for ‘Severance' Season 3 Won't Be Nearly as Long‘Lord of the Rings: The Rings of Power' Is Returning in NovemberAT THE LIBRARYClowns (First Contact) by Peter CawdronDungeon Crawler Carl by Matt DinnimanTome, another Goodreads booktracker rival, shuts downBookshop.orgKoboSmashwordseBooks.comKobo E-readersONYX BOOXThe Ultimate Hitchhiker's Guide to the Galaxy OmnibusCLOSING SHOUT-OUTS'Revenge of the Nerds' Actor Donald Gibb Dead at 71See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Money Moves is back as Matty A. and Ryan Breedwell unpack a wild convergence of market signals. The S&P 500 has smashed through the 7,400 mark, locking in the best April in a decade, completely shrugging off geopolitical tensions and historically low consumer sentiment. But not everyone is buying the hype. "Big Short" legend Michael Burry has placed a massive $1 billion short against AI darlings like Palantir and Nvidia. Is a bubble about to burst, or is the AI revolution just getting started?The guys break down why institutional giants like Blackstone are doubling down on AI infrastructure, preview the incoming Fed Chair Kevin Warsh replacing Jerome Powell, and discuss whether a July rate cut is still in the cards. Plus, updates on the 10 million single-family home shortage, surging multifamily vacancies, and why Ryan believes Ethereum's volume will eventually flip Bitcoin.Episode HighlightsMichael Burry's Billion-Dollar Short: Analyzing Burry's massive bets against Nvidia and Palantir, and why Ryan argues the AI sector has real capital and utility backing it up, unlike the 2008 housing crisis.The S&P 500 Melt-Up: Unpacking the market's record-breaking run to 7,400, driven by broad participation beyond just the "Magnificent Seven."Fed Chair Shakeup: Jerome Powell is stepping down May 15th. What Kevin Warsh's Senate confirmation and hawkish history mean for the highly anticipated July rate cut.Geopolitical Chess: Trump is taking Elon Musk and Tim Cook to meet with China's Xi Jinping, while Russia signals a ceasefire in Ukraine.Real Estate Realities: Why the US is short 10 million single-family homes, the impact of 13-18% hard money rates, and Blackstone's $150 billion pivot into data center REITs.Crypto Watch: Bitcoin hovers near $81.7k, but Ethereum's trading volume is rapidly closing the gap.Episode Sponsored By:Discover Financial Millionaire Mindcast Shop: Buy the Rich Life Planner and Get the Wealth-Building Bundle for FREE! Visit: https://shop.millionairemindcast.com/CRE MASTERMIND: Visit myfirst50k.com and submit your application to join!FREE CRE Crash Course: Text “FREE” to 844-447-1555FREE Financial X-Ray: Text "XRAY" to 844-447-1555IIMAGOS INCOME FUND: Full Investor Presentation: Text “INCOME” to 844-447-1555
In this episode, Scott Becker examines the contrasting performances of Intel, Palantir, and major private equity firms like KKR.
──────────────────────────────────────── [00:02:09] Trump Mobile Scam: 600,000 Supporters Paid $100 Deposits — $60 Million Collected, No Phones Shipped 600,000 supporters paid $100 deposits on a gold $500 phone. Terms were later revised: the deposit is not a purchase, Trump Mobile has no delivery obligation, and refunds are denied. ──────────────────────────────────────── [00:07:39] The Iran War Has Cost Every American Household $1,000 — The Pentagon Budget Adds Another $11,100 Independent analysts put the Iran war at $72 billion in 60 days — $1,000 per household. The $1.5 trillion Pentagon budget adds $11,100 per household. Knight: none of it asked for by the American people. ──────────────────────────────────────── [00:20:55] Trump Considering Making Venezuela the 51st State — While Promising to Stop Immigration Trump is considering making Venezuela the 51st state for its oil, not ruling out military intervention. Knight: the man who ran on stopping Venezuelan immigration is now proposing to make Venezuelans citizens. ──────────────────────────────────────── [00:31:58] FCC Democrat Commissioner: 'You Cannot Buy Trump's Favor — You Can Only Borrow It, and the Price Always Goes Up' Commissioner Gomez, referencing the $16M Stephanopoulos settlement, told Disney it did not buy peace. Knight: favor can only be borrowed, never purchased, and the price always goes up. ──────────────────────────────────────── [00:41:55] Trump Reflecting Pool Started at $1.8 Million — Now Seven Times Higher Via No-Bid Emergency Contract The reflecting pool project was pitched at $1.8 million, tripled, then doubled again — now seven times the estimate via a no-bid contract justified by declaring it a national emergency. ──────────────────────────────────────── [00:46:00] Independent Analysts Put Iran War Cost at $72 Billion in 60 Days — Trump Claims $25 Billion Stephen Simler estimates $72 billion in the first 60 days — nearly three times Trump's figure. Americans have also paid $37 billion more in energy costs since the war began. ──────────────────────────────────────── [00:53:20] ICE Mobile Fortify App Scans Faces and Fingers of Anyone Agents Encounter — 300 Million Americans in the Database ICE's Mobile Fortify photographs individuals on contact, runs fingerprint checks, and retains biometric data for 15 years. Georgetown Law found ICE had data on three in four adults as of 2022. ──────────────────────────────────────── [01:04:59] Epstein Pitching Palantir to Ehud Barak on Video — Now Palantir Runs ICE's Surveillance Dragnet A video shows Epstein pitching Palantir to Ehud Barak as essential intelligence infrastructure. Palantir now runs ICE's ELITE — Enhanced Leads Identification and Targeting for Enforcement. ──────────────────────────────────────── [01:18:43] FCC Wants Government ID to Activate Any Phone — Killing Prepaid Anonymity for Journalists and Whistleblowers The FCC is proposing mandatory ID before activating any phone, including prepaid cash phones, to stop robocalls. Knight: journalists, abuse survivors, and whistleblowers rely on prepaid anonymity. ──────────────────────────────────────── [01:50:00] Massey Primary: Up by One Point With One Week Left — $25 Million From AIPAC and Israeli Billionaires AIPAC, Miriam Adelson, Paul Singer, and John Paulson funded MAGA Kentucky. Adelson is an Israeli national who has given Trump over $200 million. One week left. ──────────────────────────────────────── Money should have intrinsic value AND transactional privacy: Go to https://davidknight.gold/ for great deals on physical gold/silver For 10% off Gerald Celente's prescient Trends Journal, go to https://trendsjournal.com/ and enter the code “KNIGHT” For high quality made in America products go to HomeSteadProducts.shop and use promo code “Knight” for 10% off your purchases Find out more about the show and where you can watch it at TheDavidKnightShow.com If you would like to support the show and our family please consider subscribing monthly here: SubscribeStar https://www.subscribestar.com/the-david-knight-show Or you can send a donation throughMail: David Knight POB 994 Kodak, TN 37764Zelle: @DavidKnightShow@protonmail.comCash App at: $davidknightshowBTC to: bc1qkuec29hkuye4xse9unh7nptvu3y9qmv24vanh7Become a supporter of this podcast: https://www.spreaker.com/podcast/the-david-knight-show--2653468/support.
We're here to dismantle the 2026 tech-bro landscape. We're breaking down Chamath Palihapitiya's recent appearance on the Joe Rogan Experience, Christopher Nolan's "The Odyssey" and his overrated filmmaking, the suspicious timing of Mr. Wonderful's AI data center expansion, and why Palantir is building underwater infrastructure.The guys also take a deep dive into the documents surrounding the Jeffrey Epstein "Final Note" found in his cell and discuss the bizarre theory that Jesus was an extraterrestrial. Plus: A look back at Donald Trump's WWE Hall of Fame history, the latest on the Diddy investigation, and Faga's first-hand review of actual jail food.Air Date 5/7/26DON'T FORGET TO WATCH FAGA'S NEW SPECIAL "BURN AFTER SAYING" ON THE HSR YOUTUBE PAGE!https://www.youtube.com/watch?v=TxIHJU2LotUSupport Our Sponsors!Body Brain Coffee: https://bodybraincoffee.com/ - Grab A Bag of Body Brain Coffee with Promo Code HSR20 to get 20% off!YoKratom: https://yokratom.com/3rd Mic Harrington: https://3rdmicharrington.com/High Society Radio is 2 native New Yorkers who started from the bottom and didn't raise up much. That's not the point, if you enjoy a sideways view on technology, current events, or just an in depth analysis of action movies from 2006 this is the show for you.Chris Stanley is the on air producer for Bennington on Sirius XM.Chris Faga is a lifelong street urchin, a former head chef, county comitteman and supposed comedian. Twitter: https://twitter.com/ChrisFromBklynInstagram: https://www.instagram.com/chrisfrombklynEngineer: DomExecutive Producer: JorgeInstagram: https://www.instagram.com/themharrington/Twitter: https://twitter.com/TheMHarringtonSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Dave Rubin of "The Rubin Report" talks to Joe Lonsdale about AI, Palantir growth, the future of tech innovation, productivity growth, and America's coming industrial revolution; why AI will create wealth and new jobs rather than destroy opportunity; the debate over "robber barons," capitalism, and economic growth; how envy and "mind virus" politics hurt innovation; school choice, education reform, and defending liberty; the dignity of work, automation, robotics, and vocational jobs; and the role of government, defense tech, and AI regulation in America's future; what Palantir actually does; how Palantir grew out of PayPal anti-fraud technology after 9/11; AI, big data, and counterterrorism tools used by the CIA, FBI, and NSA; balancing civil liberties, government surveillance, and libertarian values; how Palantir tracks audit trails to prevent abuse of power; AI defense systems, Anthropic, Israel, Iran, and military intelligence; and using AI to detect government fraud, Medicaid abuse, NGO corruption, SNAP benefits fraud, and healthcare entitlement waste; California and New York decline, Gavin Newsom, Zohran Mamdani, wealth taxes, billionaires fleeing blue states, Miami and Texas growth, government unions, teachers unions, corruption in California politics, homelessness, crime, infrastructure, and why Florida and Texas are attracting investors and tech entrepreneurs; why red states like Texas must fix cities like Austin to prove conservative governance works; and policy ideas for illegal homeless encampments, property taxes, and empowering citizens to hold local governments accountable, and much more.
How is the AI trade different from the dot-com bubble? And why wasn't Wall Street impressed by Palantir's blowout quarter? Plus, what does a glass company and a luxury toilet maker have to do with AI? Host Imani Moise discusses the biggest stock moves of the week and the news that drove them. Sign up for the WSJ's free Markets A.M. newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices
In FOLLOW UP, the guys marvel at the completely normal state of America as Amnesty International issues a travel advisory for the 2026 World Cup because apparently “visiting the United States” now comes with the same vibe as backpacking through a failed cyberpunk state. Then it's onto Dead Podcast Theory, where more than a third of all new podcasts are AI-generated “podslop,” proving Silicon Valley heard “everyone has a podcast” and responded with “what if nobody did?” Meanwhile, Ticketmaster reminds everyone that if you've purchased a concert ticket since 2010, there's probably a class action settlement with your name on it and enough compensation for half a convenience fee.IN THE NEWS is basically one long panic attack sponsored by AI. The White House is considering regulating AI models, Canada says OpenAI vacuumed up everyone's personal data like a drunk Roomba, Character.AI allegedly impersonated a licensed psychiatrist, and Mother Jones found ChatGPT still happily helping aspiring mass shooters workshop their plans. Snap's Perplexity deal died quietly in a ditch while Meta keeps assembling humanoid robots like it's building the world's most annoying version of Westworld. Then GameStop tries to buy eBay in the dumbest sentence ever typed, Ryan Cohen gets himself banned from eBay while trying to meme-finance the deal, Elon Musk settles with the SEC for pocket lint money, Coinbase fires people because “AI,” Toto accidentally becomes a semiconductor giant through toilet technology, and smart glasses officially evolve from creepy gadget to extortion accessory.MEDIA CANDY brings some relief with Daredevil: Born Again and Widow's Bay. The Academy finally decides AI-generated actors and scripts can't win Oscars, which feels like the bare minimum required to stop ChatGPT from getting Best Supporting Actor before Willem Dafoe.In APPS & DOODADS, Pornhub returns to the UK thanks to Apple's age verification system, Ask.com finally dies and takes Jeeves with it into the great dial-up tone in the sky, and Apple agrees to pay users because “Apple Intelligence” arrived somewhere between vaporware and wishful thinking.Finally, THE DARK SIDE WITH DAVE tackles the true meaning of “decimate,” AI-powered C-3PO heads, mechanical keyboards for grown men who refuse to use laptop keys, Maul: Shadow Lord, The Boys, and a reminder that Solo was a great movie, grocery store adventures, lost AirPods, and the eternal mystery of why middle-aged dudes become furries. Because at this point, why not?Sponsors:DeleteMe - Get 20% off your DeleteMe plan when you go to JoinDeleteMe.com/GOG and use promo code GOG at checkout.Private Internet Access - Go to GOG.Show/vpn and sign up today. For a limited time only, you can get OUR favorite VPN for as little as $2.03 a month.SetApp - With a single monthly subscription you get 240+ apps for your Mac. Go to SetApp and get started today!!!1Password - Get a great deal on the only password manager recommended by Grumpy Old Geeks! gog.show/1passwordShow notes at https://gog.show/745Watch on YouTube at https://youtu.be/0P9rgRrL4-QFOLLOW UP2026 World Cup Travel AdvisoryMore Than a Third of All New Podcasts Are AI-GeneratedWelcome to the Ticketmaster Fee Class Action WebsiteIN THE NEWSThe White House is considering tighter regulation of new AI modelsCanadian officials claim OpenAI violated federal and provincial privacy lawsPennsylvania sues Character.AI after a chatbot allegedly posed as a doctorEven After Two Massacres, OpenAI Still Hasn't Stopped ChatGPT From Helping Plan School ShootingsSnap's $400 million deal with Perplexity is deadMeta acquires robotics AI startup as it makes the push into humanoid machinesGameStop submits $56 billion offer to buy eBayGameStop CEO Ryan Cohen Banned From eBay After Flexing His Meme-Stock MuscleElon Musk settles with the SEC for $1.5 million after years-long dispute over his Twitter investmentCoinbase to Lay Off 14% of Workforce Amid AI Disruption and Crypto VolatilityToilet maker Toto is here to help with the RAM crisisExtortion Using Smart Glasses Is a Thing NowMEDIA CANDYDaredevil: Born AgainWidow's BayFun item for media candy?AI performances and screenplays won't be eligible for OscarsAPPS & DOODADSPornhub Expands Access in the U.K. Thanks to Apple's New Age Verification SystemAsk.com has shut down, marking the official farewell to the Internet's favorite butleriPhone users could get up to $95 per device as Apple reaches $250M settlement over Siri delaysTHE DARK SIDE WITH DAVEDave BittnerThe CyberWireHacking HumansCaveatControl LoopOnly Malware in the Building'Decimate' means much more today than it did in ancient RomeThis AI-Powered Talking C-3PO Head Lets You Feel What It's Like to Be R2-D2NuPhy Air75 V3 - Wireless Mechanical KeyboardMaul: Shadow LordSolo: A Star Wars StoryThe BoysWhy grown men become furriesSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.