Barn Talk - Why Blue-Collar Jobs Are the Only Safe Careers Left in America

Episode Date: August 4, 2026

Welcome back to Barn Talk! In this episode, Sawyer and Tork are diving headfirst into some of the hottest topics shaping our world right now, with a special focus on the rapid rise of AI and its rippl...e effects across farms, industry, and global markets. From skyrocketing energy demands and oil market turmoil to the explosive growth in AI infrastructure and the controversial spread of data centers across rural America we’re breaking down what all this means for everyday folks, blue-collar workers, and business owners alike. We’ll explore the competition between tech giants like Google, Meta, and Tesla to build out AI capabilities, the bubble-or-boom debate in Silicon Valley, and how open-source AI models from China are shaking up the industry. Plus, we get into government regulation, AI’s escape from a “sandboxed” environment, and the tough questions facing rural communities as farmland goes up for sale to data center developers. Whether you’re curious, concerned, or just wondering how all this new tech could disrupt your world, this episode is packed with straight talk, debate, and some practical advice you won’t want to miss. Pull up a chair—the barn doors are wide open! JOIN THE BARN TALK NEWSLETTER & GET LIVE EVENT ACCESS: We're on a mission to get 10,000 subscribers, and once we do, we're hosting a live event at the barn! Sign up to get exclusive access to tickets and details.👇🏻 Help us get there: https://www.joinbarntalk.com SUBSCRIBE TO THE PODCAST ➱ https://bit.ly/3a7r3nR   SUBSCRIBE TO THIS’LL DO FARM ➱ https://bit.ly/2X8g45c  LISTEN ON: SPOTIFY ➱ https://open.spotify.com/show/3icVr4KWq4eUDl7Oy60YMY  APPLE ➱ https://podcasts.apple.com/us/podcast/barn-talk/id1574395049 Follow Behind The Scenes👇🏻 ● Barn Talk Instagram ➱ https://www.instagram.com/barntalkshow  ● Barn Talk TikTok ➱ https://bit.ly/3qciekS    ● Sawyer’s Instagram  ➱ https://bit.ly/3BtX0n4    ● Tork’s Instagram ➱ https://bit.ly/3LGZJxS ● Sawyer’s X ➱ https://x.com/SawyerWhisler  ● Tork’s X ➱ https://x.com/TorkWhisler  00:00 Growing the show through sharing 08:12 Impact of shipping disruptions 14:34 Oil production concerns and impacts 17:10 Rising oil prices and impact 24:29 Elon's data center expertise 26:49 Complaints about open source models 33:52 Big tech's competitive advantage 40:08 Changes in Local Government Elections 45:14 Debating technology's impact on culture 52:23 AI escapes containment sandbox 56:59 The promise and pitfalls of AI 01:03:10 AI replacing legal analysts 01:06:59 Challenges in the labor market 01:11:25 Embracing Ownership and Taking Risks 01:18:12 Discussing AI agents episode 01:20:47 Using agents for data analysis 01:26:10 Hoping for good crop conditions ------------------------------- ⚠NO FINANCIAL ADVICE / DISCLAIMER⚠  The Information discussed and shared on Barn Talk is provided for educational, informational, and entertainment purposes only, without any express or implied warranty of any kind, including warranties of accuracy, completeness, or success for any particular purpose. The Information contained in or provided from or through this podcast is not intended to be and does not constitute financial advice, investment advice, trading advice, or any other advice. The Information on this podcast and provided from or through our content is general in nature and is not specific to you, the user or anyone else. You should not make any decision, financial, investment, trading or otherwise, based on any of the information presented on this podcast without undertaking independent due diligence and consultation with a professional, professional broker or financial advisory. Understand that you are using any and all Information available on or through this website at your own risk. RISK STATEMENT– The trading of Bitcoins, alternative cryptocurrencies, NFTs, individual stocks, etc. has potential rewards, and it also has potential risks involved. Trading may not be suitable for all people. Anyone wishing to invest should seek his or her own independent financial or professional advice. #EP212 Learn more about your ad choices. Visit megaphone.fm/adchoices

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Starting point is 00:00:00 All of the food we eat and much of the clothing we wear comes from plants and animals that are raised on farms. Farms are different in type, in size, and even in name. Welcome to Barn Talk. What happens at the barn stays in the barn, but not today. We're going to let it all out for you guys. Today is going to be just an episode with Dad and I. We're going to get into hot topics. We haven't done one of these in a long time, and there's a whole lot of stuff to talk about. But before we get into it, you guys know the drill. If you get value from the show, shared out with the people that you know. That's the biggest way that you guys can help us out on this show.
Starting point is 00:00:47 All word of mouth, organic growth is what we've done so far to grow the podcast to where it is today. And we found that's the best way to grow podcasts. We don't sell ads to run, to promote the show, to grow it. It's all through you and our content that we put out. So we really appreciate every single one of you that have ever shared the show in any capacity, whether you're told a friend, a family member, it's kind of the ticket to admission to watch or listen to the show.
Starting point is 00:01:12 And that's the biggest thing you can do to help us out here at Barn Talk. I don't really feel like going into the intro all the way today. All right. I feel like we just get in the nitty gritty. We got a lot to talk about. You got a nice hot off-the-press market update
Starting point is 00:01:24 to get through. I think people understand. Don't stress yourself out. This is a leisurely endeavor today. It is. We don't have any guests that we have to impress. We're always on our best behavior,
Starting point is 00:01:38 when we have guests, but, you know, we can treat each other like family today, so kiss my ass. Fuck you. Do you want the market update? I want the market update. I'm foaming at the mouth. All right. Corn for December 477.
Starting point is 00:01:55 Corn down today. That is not the most recent price. I just checked it before I came on. Today is a down day. Locally, 437. and beans for November, 12.07.
Starting point is 00:02:12 I don't have the updated ADM price. I should have gotten that, but I didn't. I was so excited to get over here. Bean meal, 317, wheat for July 664. Hogs for December, 795, and May of next year, $90. The hog futures look pretty good if you can manage. If we can get through a winter without having a repeat last winter, I think the hog guys are going to make some money.
Starting point is 00:02:39 So cattle for October, 227, feeder cattle for August, $342. Crude oil, $84. Tesla, $308, Tesla's gotten crushed. Like, we'll get into that as to the whys of some of these tech companies that have gotten hit hard, but yeah, Tesla is down hard. SpaceX, $116. Deer, dears up. They had a good, they had a good quarter, $639 a share. I put Google in here at $332, and I did not realize this, but yesterday I was listening to a podcast and they were talking about Google's 22 year return on capital invested, 32%. Now, that, that is, that's amazing. And it's no wonder that they are, are where they are. They are, they're hitting on all cylinders. And we'll talk about that. Also,
Starting point is 00:03:41 Bitcoin, not hitting on all cylinders, 64,000. I think Bitcoin's got kind of caught in a rut because traditionally a lot of people that play the commodity markets also play in Bitcoin space. And right now there's so much volatility in the commodity markets that, guys that trade that are making good money, trading oil, trading gold, silver, etc. So they're just not playing in Bitcoin. Gold $4,073, a good friend of mine that plays a lot in gold. Just said that if gold gets back down to $4,000, that it will jump hard from there because a lot of people ran it up, sold it.
Starting point is 00:04:32 and they're just sitting in the weeds kind of waiting, but it's going to make another run up. If it gets down around 4,000, probably be a lot of buyers, and it'll probably take off from there. 30-year treasury bills, 5.1%, 10-year 4.6. The Fed meets today in about 20 minutes
Starting point is 00:04:52 from the time we're recording it, and there is a... The consensus is about 30-40% chance that they'll actually raise interest rates, so that won't make Trumpy very high. happy, but it could happen because, as we all know, the inflation is out there. And as always, a token beyond meat bid of 54 cents. So that is the market update, courtesy of our good friends at Contera Ag. If you are, if you're looking for a second opinion on your farm's finances,
Starting point is 00:05:26 or you're looking to buy some hunting ground, or you're thinking about leasing, they've got probably some good answers for you. So go to Contera conteraagg.com and learn more or give them a call. Well, we got a lot to talk about today. So let's start with our first topic and it's oil and I guess
Starting point is 00:05:45 or the lack of it. You have some strong opinions and thoughts on oil so I'll kind of let you run this one. So where are we at with oil to work? Well, it ain't good. It really ain't good and it's crazy. Some of this is just
Starting point is 00:06:01 the short attention span of not only the American consumer, but the markets. And it is unbelievable to me that oil's 80 bucks with what has gone on in recent days in the Middle East. But, you know, the initial, when all of this started, you saw oil head to $100. And then it wasn't, you know, what was it? a month or so, and then it pretty much retreated. And there was a time it was back to 65 bucks a barrel or whatever. And then we took a run here when all this escalated again, and we were at $120 a barrel, and now then we're at $80 a barrel.
Starting point is 00:06:44 And so I just started doing some reading and digging around and all that. And 20% of the world's oil comes through the straight-Hormuz. Right now, there's no oil coming out of the straight-hormoos. So the Saudis, they have an oil outlet, and it is, I can't remember what the name of it is, but it butts right up just on the outside of the Strait of Hormuz, and they have an offload facility, and it goes through Babel Mandeb. That's the name of the offload facility. And that got shelled by Yemen, the Houthis, actually.
Starting point is 00:07:37 And so that cut production there to be able to ship out that way. And that oil would go straight to Asia. Now then, the only way they can get it out is to take it up through the Red Sea to the Suez Canal. And if you do that, you're going to the Mediterranean. and then the, I think it's a 19-day ride from, if oil comes out of the Suez Canal, it's like a 19-day ride to get to Asia. If you go out through the Mediterranean, it's a 39-day ride. So you've got that going for you as far as there is coming.
Starting point is 00:08:18 I mean, we're four months into this deal. So when you think about all the oil that has not shipped out of, the Strait of Hormuz in the last four months, and yes, you can say part of that oil got loaded somewhere else and is filling that void. But there's a bunch of it that hasn't. When all of that catches up, and you have to remember when this happened, it's a constant stream of tankers going in and out of the Mediterranean or in and out of the Middle East. So there was a whole lot of oil on the water headed for the markets they were going to. Well, we're to the point now where all of those tankers, they have all been to their ports, unloaded their oil, and they're looking
Starting point is 00:09:06 for somewhere else to go to get loaded with more oil to go to whatever market they're going to. And it used to be that the insurance rate for an oil tanker was like 3% of the value of what it was hauling, which that's pretty. steep. Now you can't even get insurance. If you are an oil tanker, I don't think it matters where you're going, maybe if you're coming to the United States to load, but otherwise, I don't even think you can get insurance. So the cost is insane as far as the liability that these tanker companies are putting up with. But to go back, so you've lost 20% of that oil production, and then Russia was moving 20 they were moving 12% of the world's diesel fuel out of their ports
Starting point is 00:09:58 they cut that all off they're keeping all of their diesel for domestic use because their refineries have been getting hit constantly from Ukraine so it's cut their production and they're keeping it all at home so now then you've got 12% less diesel fuel on the market worldwide, which is going to drive up diesel production or cost of production and cost at the pump everywhere else in the world. Saudi Arabia's oil refinery and their Yabu port are both taken hits. So those two facilities, one is all the way to the east side of Saudi Arabia, one's all the way to the west. They've both taken hits and their production has been hit. And the way...
Starting point is 00:10:46 What do you say hit? What do you mean hit? Well, the amount of oil that they can... The amount of oil they can refine and the amount of oil they can load every day. And the... The... I can't pronounce these names,
Starting point is 00:11:02 but their second biggest refinery, it's like offline while they're redoing it or while they're fixing it, and they don't know for sure how long that's going to take. And they have one other refinery that's the largest in the world, and it's been getting hit, although sporadically, and as far as I know, it's still going.
Starting point is 00:11:20 But when you think about the amount of oil produced around the world, the United States is the largest producer oil in the world. They produce about 20% of the world's oil supply. And the next biggest is Saudi Arabia. And then after Saudi Arabia, it's Russia. and then once you get past Russia, it drops to like 5 million barrels, 4.5 million barrels a day.
Starting point is 00:11:51 Like the U.S. is like 22 million barrels a day. Then Saudi Arabia is like at 11. And then Russia is like 8 or 9. And then it goes to, I think China is like 5. Canada's 5. Brazil's like 4 and 1 half. And then everybody else just drops off from there. Okay.
Starting point is 00:12:12 Well, think of it. about that because Saudi Arabia has taken, I want to say it's like five or six million barrels a day that they've been hurt in their production. Plus, you're having a hell of a time even getting it shipped out. So all of this, all of this to say, I'm confused why Saudi Arabia is taking a hit. Are they getting, what's happening at the refineries? Yeah, so you've got. Are they trying to over? No, they can't defend. They can't defend their refineries from from drone attack, from missile attack, whatever. So the Houthi rebels are getting money from Iran
Starting point is 00:12:50 and from who knows who else. And they launched an attack on one of those ports and they got enough through that it damaged it. And then Iraq stepped up, which I don't understand what the Iraqis are doing, but they attack the other one. Okay, so that makes sense. So that's why.
Starting point is 00:13:09 And meanwhile, the United States is preoccupied, you know, trying to mess with Iran. And I don't know what it, what, I don't really know what it's going to take. I think the biggest problem is the United States is unwilling. And I, I understand why. And I am, I'm not for this at all. But we aren't going to put boots on the ground to, uh, to get Iran to submit, basically. And so, you get to a point where how many I mean how many bombs
Starting point is 00:13:47 can you drop how much infrastructure can you take out and actually stop these attacks and I don't know they haven't been able to do it yet so it's interesting the other thing I'll say is
Starting point is 00:14:03 that this is just a small part of the problems that the world economy has when it comes to producing the building blocks that all of our economies run on. Oil is the biggest one. But in return of that, you know, natural gas, LP, plastics, you know, obviously gasoline and diesel fuel,
Starting point is 00:14:30 but there is a limit to how much production you can drop off before you get to a point where this price is going to take off. And I feel like we're right about at the tipping point because we've been going with, we've lost more production now in the four months this has been going on than what we lost when OPEC did the oil embargo back in the 70s when gasoline went crazy in the United States. I mean, we've lost more production than what dropped off then that we had this huge economic downturn because of. So when you look at this oil deal, if this doesn't get resolved, and really it's been going on long enough, if it does get resolved, there's going to be a period in there where the world's going to be short on oil. If they start shipping oil tomorrow full stream,
Starting point is 00:15:23 there's a void there that I don't know how long it's going to take to get fixed. And when you think about, okay, the United States has one terabyte, little over one, or not 10, a little over one terawatt of power production. China has eight terawatts of power production. The United States is going to try to build all these data centers, and to do that, we're going to have to build all this electrical usage. What's that going to run on?
Starting point is 00:15:59 Is it going to run on natural gas? Is it going to run on coal? It's sure not going to run on oil. but the trickle-down effect is the price of oil is going to drag all energy costs higher. Then if we're at the same time that we're tight on supply to create energy and we're trying to pull all the energy out of the grid we can, I don't know how you can be in an expansion
Starting point is 00:16:25 and be short on energy at the same time. So it's a mess, I think. I think we're headed to a tough spot. Well, it's going to be tough for everybody, though, in the world, right? But you think China will be okay because they have the energy production? Like, no. I know you don't think China long term is going to win anyway, but I'm just trying to think for everybody trying to do these data centers and build out AI infrastructure.
Starting point is 00:16:52 They're all going to struggle because oil is, it's a commodity that we're all going to need. It's something that we all need, and it's all going to be a shortage across the entire world. What do you think about, like, the consumers? Like, you think we're going to be at this. You think like what? You think in a couple months? You think in a year people are going to be bitching about the gas prices? I think we're less than 30 days away.
Starting point is 00:17:13 And I mean, I hate, I honestly thought that we were going to be able to manage this pretty well up until about three weeks ago is when I kind of woke up and said, I just started looking at the numbers. And I was like, there's no, there's no scenario where. the world demand for the oil that's being produced because, okay, here if you look at it, the United States produces 20% of the world's oil, and we're going to be fine. We're going to have all this oil. The problem is at what price are you going to have that because it's a world traded item. So the price that the refinery is going to pay for that oil, and in turn the price that you're going to have to pay for that gas. isn't determined by domestic consumption, it's determined by world consumption. And when you have that big of a hole in your supply, the United States, it's going to hit the consumer. And we're
Starting point is 00:18:19 already, I mean, your food cost has gone up, your energy costs has gone up, but, you know, $4 and what, 40 cents a gallon for fuel right now. A month from now in Iowa, I, you know, I bet you can be paying $5.50 or $6. And what scares me is, okay, then we go into winter. We go into fall. You go into harvest. What's diesel fuel going to be? I just filled up my diesel barrel.
Starting point is 00:18:48 And honestly, I called F.S. today and asked them, you know, like, how much do I have to buy to buy ahead for the next time I fill that barrel? Because it's high right now, but what's it going to be in two months? Yeah. And so then you get into, okay, what's LP going to do? Should you book all your LP now? Maybe. I don't know. But the trickle-down effect of this is at a time when we're already seeing inflation, I think it could really get out of hand. Yeah, I mean, all of that makes sense. Trends point in that direction. I mean, you only have so much reserve, right? Like, yeah. And we've been running on it. and the U.S. strategic oil reserve is way low, and there's talk that they're going to take it down to 70 million barrels or something like that.
Starting point is 00:19:41 I think it's at 250 million barrels right now, and there's talk that they're going to take it all the way down to 70. And don't get me wrong, I mean, we're, I was talking to a guy yesterday, there's a ton of oil wells around the country that are all being recommissioned. And because the technology's gotten better, as far as what you can extract for oil.
Starting point is 00:20:03 But the money is so good right now that we're pumping all the oil we can pump. Within, like, because it's all about, you don't just flip a switch and start a well. I mean, it takes all the equipment and all that equipment's got to be built somewhere, somehow, and every fab shop that's building it,
Starting point is 00:20:22 I'm sure is running as much as they can. There again, as much as they can with the labor they can get, and we're in a situation where we're short on labor, We're trying to do this, we're trying to onshore everything back into this country in a time when we're short on energy, we're short on labor, and we're short on manufacturing capacity. That's another statistic. The amount of manufacturing capacity in the United States, China's manufacturing capacity is 10 times greater. So they have eight times as much power, and they have 10 times as much manufacturing capacity,
Starting point is 00:21:00 is we have. The only thing that they, is their Achilles heel is, if you heard me say this once it's a hundred times, their demographics are absolutely terrible, much worse than what they're reported, and within 10 years, they're not going to have enough
Starting point is 00:21:17 people. Like if you think we have problems with labor, their problems with labor are going to be much, much worse. However, I don't know how that all works out. So... Especially with robotics and AI coming in the next. And that's what they're trying to do. I mean, they're trying to make that the, the, the lever that they can pull to
Starting point is 00:21:37 stay competitive. Stay competitive and relevant, which might be, might be the way how, may be the way the cookie crumbles. And it could be. It's absolutely right. Yeah, I'd, uh, I would say you're probably thinking the right way about, you know, buying as much pre-buying some LP, seeing how much you can get on the books for diesel fuel because harvest is going to be here before you know it you know and i'm i i will tell i'm already ahead of the game i learned my lesson during covid uh last time i put in my costco order i got three whole bales of toilet paper so i might have to burn it to stay warm because i don't have oil but i am going to have enough toilet paper to get me through a tough spot you already bought so yeah i'm already ahead i'm hedging it out yeah it's good because that's why i guess that's
Starting point is 00:22:24 where people seem to go first people are go well what do you invest in in So toilet paper. Yeah. It's the next big thing. It is. Did you get torque toilet paper? No, damn it. They don't sell torque toilet paper.
Starting point is 00:22:36 I guess it's a little too pricey. And I don't have the right. I don't have the right. You don't have a torque dispenser? I don't have a torque dispenser. But if I did have, I would have it. All right. Well, let's move on.
Starting point is 00:22:48 You all know that oil is going to be a problem. So do your own research and look at that yourself. But I think all signs point to what dad has been saying there for sure. So next topic is everybody's favorite AI spend. So Google, meta, Tesla, Microsoft, Navidia, Amazon, Apple. Earnings look strong while cash flow gets shredded by AI CAPEX. I mean, everybody is trying to grow this AI infrastructure as fast as they possibly can. And, you know, some people speculate, is this a bubble?
Starting point is 00:23:20 You know, is this a bubble? Is it going to pop? Is it all too, is it all hype? Is AI going to be as great as everybody tells us it's going to be? Is it going to be as big of an industry? everybody tells us it's going to be. It kind of looks like that, but, you know,
Starting point is 00:23:33 it's something to, something, it's a thought to throw out there for sure. Moonshot AI dropped Kimmy K3, which that's a China company, right? That's a Chinese, open source. It's basically chat,
Starting point is 00:23:44 just the Chinese version of it, or Claude, the Chinese version of Claude. It opened and dropped, it dropped Kimmy K3, version 3 on July 27th, open weights, 2.8 trillion parameters,
Starting point is 00:23:57 roughly 1.4 terabytes, largest open weight release in history. The threat isn't that it's better. It's that the tokens are cheaper. That's the whole game of the game when it comes to these AIs, is these tokens being cheap. All these companies want to get these tokens cheap as they possibly can. SpaceX S1 revealed Anthropic is paying Mux AI outfit $1.25 billion a month for computing power through 2029.
Starting point is 00:24:28 One facility has 300 megawatts and 220,000 GPUs. So Elon is really good at building data centers, really, really good at it. And he's so good at it that these companies like Anthropic are paying him for data center capacity, essentially, because he's so good at it. That's the one thing Elon has on all of these other people is he has gotten with his whole experience
Starting point is 00:24:53 of building out Tesla, and building rockets and all this shit, he has got extremely good at building facilities with the purpose of whatever, whether you call it manufacturing or now we're transitioning to building out these data centers. He's a whiz at it, and people are taking notice. And so, yeah, arguably the biggest company
Starting point is 00:25:15 in the one of the biggest companies in the world or one of the biggest companies in the AI race, Anthropic, Claude, is just taking advantage of that and working with Elon to have some, more computing power for themselves. The EU ordered Google under the Digital Markets Act to open Android to rival AI assistance by July 2027 and share search data starting in January of 2027.
Starting point is 00:25:43 So there's a lot happening in the AI space right now. There's a lot of players in the game. Everybody wants those cheap tokens. They're all building as fast as they pocket. we can. They're all trying to get these data centers built. They're all trying to get as many GPUs as you can get and computing powers you can get. And like dad said, kind of going back to our last topic, it's like we're in this race, but the one thing we need is more energy and we're going to have an energy shortage and one of the most important sources of energy on the planet.
Starting point is 00:26:21 And it just begs the question of like, is that going to make a lot? Is that going to make a a slow down or these companies going to slow down or can they do what they say they're going to do is this a bubble that's going to pop you know where does this all go i mean ai is one of those things that is super useful every company every business owner out there i feel like has now come to the realization that they got to use it and utilize it in their business but i just don't know i don't know where it all ends up yeah um what really got me uh kind of diving on this was that Kimmy open source model that came out, one of the companies that's raising holy hell about it is Anthropic.
Starting point is 00:27:06 And Anthropic is kind of a little bitch in the AI world. They are the ones more than anybody else that have been whining and crying to the government for, I guess you'd say, protection. And what's interesting about this is they claim that the reason that they, basically they threw out there, they think that open source models should be banned from the United States, which is very short-sighted because all these models learn from each other. And it's a, for these companies to say that they're not training models using other people's models. using other people's models
Starting point is 00:27:53 is complete garbage because they're doing it. And Anthropic claimed that part of the reason that Kimmy came out and it was as good as it was and nobody's saying that it's as good as the closed source models
Starting point is 00:28:09 that we have in the United States. But the best way I can explain it is if I'm researching, if I'm researching like, I don't know, what's the best lease deal on full-size pickups versus I'm working on curing muscular dystrophy.
Starting point is 00:28:29 There's one of, you know, the best lease deals don't require the absolute cutting edge of technology. Computing power. I can get that off of using grok and it'll spit out and it's a good enough answer. So the level of need is different. And what Anthropic is basically what they're not saying, but what they're pissed about is is the cost of tokens because when you opened and you talked about the seven biggest companies in the stock market are all these tech companies and they all took a hit this this week and the reason they took a hit is because while their their revenue was fantastic their spend on
Starting point is 00:29:16 AI infrastructure, that's what it says in their report is AI infrastructure. Well, that's a big chunk of that is how much money are they spending on AI tokens. And it's a huge number. And both Tesla and Google had negative numbers. In other words, they were spending more money on AI infrastructure than their revenue. Basically, they were burning cash for all the investment that they're making in AI. Well, a big chunk of that is the cost of the tokens. Okay, so company like Anthropic, they're looking at these open source models, and if you can go, if you can get the amount of compute you need at half the price per token, well, then why wouldn't you do it? And their fear is, and this is totally my speculation, but I kind of had like a aha moment,
Starting point is 00:30:17 I think that at the end of the day, we're going to get to a point where all of these AI models are basically going to be equal. In other words, the rate at which they're learning, the rate at which they're getting better, varies between platform. However, I feel like the level of knowledge available through AI training,
Starting point is 00:30:45 at some point, you reach, a plateau where the speed of innovation and the speed of learning slows way down. And then it's incremental. And when that happens, everybody gets to the same playing field. And that's why I said, when that happens, now then, instead of you being this cutting edge tech company, you're like a chipmaker. Well, what it's going to come down to is who does the consumer trust? True. Who gets used the most? And who has the best, who has the best experience and the ease of use?
Starting point is 00:31:24 Yeah, it's going to come down to who does the consumer trust the most and use the most. Because right now you could argue it's Claude. Yeah. Claude's dominating. Anthropics dominating the market. But, you know, people sleep on Apple. I think Apple, we've talked about it on the show before, they're kind of sitting on the sidelines. And they're just waiting to partner with the best that they partner with.
Starting point is 00:31:45 and Apple's one of the most trusted companies in the world. People that have Samsung phones would argue with me and say, well, I've never trusted Apple, but, well, you're a small percentage. Most people trust Apple. And so if Apple rolls out with an AI, and like you said, it gets to that point where everything's at the same, Apple could roll up and roll out an AI and say, we're the most trusted.
Starting point is 00:32:08 You guys have trusted us with your whole life, with your AirPods, your MacBooks, your iPhones. Why not trust us with your AI? and they could end up owed in the market. You just don't know where it goes, but I think that matters. But what that tells me is the people that are going to actually make the money are the same people that are already actually making the money.
Starting point is 00:32:31 It's going to be Google. It's going to be X. It's going to be Apple. It's going to be the people that own the interfaces that we all work through every day and the actual AI, that's going to be a commodity. They're going to buy it. They're going to partner with whoever gives them the best deal.
Starting point is 00:32:52 And when Wall Street figures out that these massive valuations, they've given these AI companies, in the end, they are not going to have margin because they're going to be competing against everybody else. It's going to be who can deliver the best, the greatest amount of compute for the least cost token. And when that happens,
Starting point is 00:33:17 those valuations on those big AI model, open AI, Anthropic, chat, GTP, they're going to collapse. I think they're going to collapse. That's why I said those guys are going to wake up and they went from being a cutting edge tech company to be in a farmer
Starting point is 00:33:33 because they're raising a commodity instead of a fabulous technology. And it may not work that way, but I sure feel like that is where we're headed to if we move to a point where the level of innovation slows to where everybody starts catching up. And if that happens, then it's like, okay, well, who's going to give me the best deal?
Starting point is 00:33:57 And you know who's going to get the best deal? It's going to be Apple. It's going to be Google because they're the ones that can actually make the interface that people are, the volume is going to go through those interfaces. So it's going to be the same. I don't know how you can say how that happens because usually say in technology
Starting point is 00:34:19 that these companies get upended. But it sure as heck to me looks like, Google especially and probably Apple and Microsoft, I think they're really going to be in the driver's seat if they execute right because that's who people are used to using. interacting with. And they have their devices and all that stuff.
Starting point is 00:34:39 But, you know, besides that, to your point in the beginning, Elon, in the mid-time, I think the other part's going to come down to who can actually build a data center in the least amount of time for the least cost and actually find some place they can get it built without getting sued because a lot of America is not, they're not down with this. So, you know, if it's somebody like, if Elon can keep, if SpaceX or XAI, whatever the hell it's called, I guess it's all under SpaceX now, if they can execute, I think they stand to be very profitable. So we'll just have to see. So I have to see how it plays out, but there's a lot going on in that world, that's for sure. Let's go to number four and skip on three. We'll come back to it. But speaking of data centers, let's talk about them because it's always a hot, hot button issue right now. We've talked about. it many times on this podcast, but it seems to continue to be an issue, and I think it's going to be
Starting point is 00:35:40 an issue that's facing rural America for a long time. So there's more than 1,500 data centers being planned nationwide. Roughly two-thirds are going into rural areas, most on former farmland. Offers are running as high as 120,000 an acre in Virginia, Wisconsin, Kentucky, and Michigan. water again is the hidden cost Google's prior Oklahoma's facility reported using is going to Google's prior Oklahoma facility
Starting point is 00:36:12 reportedly uses about 1.1 billion gallons of water a year roughly what 10,000 households use in Newton County, Georgia residents taps ran dry after meta broke ground and a new well runs about $25,000 that facility uses around 10% of the country's daily water, or county's daily water, sorry, not country.
Starting point is 00:36:36 People are saying no. An 82-year-old Kentucky woman turned down a reported $26 million for part of her family's 1,200-acre farm. At least five neighbors did the same. One after being told, he could name his price. Her line, they call us old stupid farmers, but we're not. Lynn County, Iowa passed an ordinance in February limiting data centers on un-corporated incorporated land.
Starting point is 00:37:03 Selene Township in Michigan voted down a $16 billion project and got sued. Feistis, Missouri, voted out the council members who approved one. Only about 2.5% of U.S. farmland is expected to come up for sale in the next five years.
Starting point is 00:37:20 I thought it was funny. Lynn County did that because they kind of they did that after the fact because they sold the land to build in their two data centers going in Lynn County. I think there's two going up there. probably decided that was enough, so then they passed that.
Starting point is 00:37:36 We're really in an odd place, I think, because from everything that I've read, the United States as a country, as a populace, public
Starting point is 00:37:53 perception of AI in general, but data centers specifically, has the poorest viewpoint among Americans of, I think, any country in the world. Like, when you go to Asia, the viewpoint of AI and technology is all very positive. Those people see it as the possibility to make their life better.
Starting point is 00:38:21 In the United States, we have a much... China is also a communist country. Well, right. They tell them... They do what they should be. They say what they're supposed to say. And they can't see any other... They don't see other shit.
Starting point is 00:38:32 I mean, they only see what they want them to see. I think the, well, I just believe there's no way there'll be all these data centers get built. It's just not going to happen because it depends on the experiences of the communities that build them. And as you have more of them built and you get the feedback loop of what the positive versus the negative is for every one of these get built, that's what will write the story and you don't have to have very many poor outcomes perceived or real
Starting point is 00:39:11 for the populace to say hell no we ain't going to do it well but I look at American politics and I go like I watched a video the other day where this woman was grilling this board of county
Starting point is 00:39:27 I think it was just the county whatever how many of you have signed NDAs and they wouldn't even answer. They wouldn't even answer the question. Right. So as like our politicians get greased, these county supervisors,
Starting point is 00:39:39 these county boards that are proven or denying these rights for these data centers, they're going to get fucking greased like nobody's business. And if you have poor people in your counties, on your county's board that don't really give a shit and they're looking for a payday, they're going to get them approved. And that's the scary part.
Starting point is 00:40:00 That's the scary part because you know these tech businesses will do whatever it takes to get these fucking things built. And you know that's true. You know that that happens because when I, when I, it hasn't been very long, but I remember not very long ago, a county supervisor's job or I should say a county supervisor's election or a city council election. in our little town was a big nothing burger. Like you barely knew who was running to be on city council. And there was a lot of times that people would run for city council and they'd be unopposed because it was a $20,000 or a $15,000 job and a county supervisor.
Starting point is 00:40:51 So county supervisor for most of the country, that was a job for retired farmers. Farmers that retired, rented their farm out, for something to do, Bob, you'd be good for county supervisor. And they would run, and it was a $25,000 a year job that you did, you know, two days a week and the rest of time.
Starting point is 00:41:13 I mean, basically they got paid to do what they did anyway because they were all guys who just spent their time driving around the countryside, checking on everything, see what was going along. So they were the perfect guys to talk about the county roads and the county infrastructure and the bridges, because those guys already knew which bridges needed fix and all that.
Starting point is 00:41:30 that, okay, so fast forward today, when there is a county supervisor election or a city council election, there is all these young people, like younger than me, and they're like advertising, and they're putting out yard signs, and they're going to farmer's market,
Starting point is 00:41:50 and they're talking, and they want to have a debate. Like, people want to run for these offices. Well, why? Well, because now I think there's a whole job, generation that they see as an opportunity to get their name out, to get started in politics, to move up the ladder, and to make money. That, but I also think there's another side of it of people are just fucking fed up with the way the world's going.
Starting point is 00:42:19 Well, true. And I think there's a lot of people that are passionate about how fucked up shit is, and they're willing to do something about it. Well, I think it's both. And they don't want the alternative to get in, because if it get in, they're going to ruin the community. I think you're 100% right. I think both of those things are happening at the same time.
Starting point is 00:42:37 But all that to say, I don't know where to land on this one because I would like to say that they're not going to build out all these data centers, but like I was trying to say with the whole board and like the money is on their side. How many of these boards are just going to get greased by the tech companies to vote the way that they want them to vote so they are able to build the data center in that community. Yeah. I mean, that's what I don't know. How many people are willing to not take the money
Starting point is 00:43:11 to stand for not putting up a data center in their community? Yeah. I don't know that answer. The other part of it is these companies that are wanting to build them, they really need to do a much better job of explaining how they're going to get the power, how they're going to get the water, because there are companies doing it
Starting point is 00:43:36 where they are going to provide their own power. In other words, they're going to build the power supply for that data center, and they're going to recycle all the water to where their actual footprint. There are people, there are companies out there doing it that I think are trying to do it right, but they need to do a much better job of explaining that.
Starting point is 00:43:57 And the other part of this is, it's easy to say, hell no, we shouldn't build any of these. But the other problem that we have in our country and with a lot of Western culture is we haven't got enough labor. Like, we haven't got enough labor for any of the things that we need to be doing. and technology,
Starting point is 00:44:28 we're looking to technology to fix a lot of that, and the AI goes right along hand in hand with that. So it's like we have problems that we need to fix, and I think AI can fix those, but then AI is creating its own set of problems that we're not sure how to deal with. And I don't have the answer. Yeah, and there's a certain amount of,
Starting point is 00:44:55 people that just say, well, we need to just go back to the old times. Well, yeah, fuck yeah, we do. But we're too far gone now. You can't get the populace to just say, what, are we going to have a world revolution and get every person to stop using technology? That'll never work. Right. You're not going back to the way the things were in the back of the day where you, you just knew your neighbor and you didn't have social media and it didn't have a cell phone. and you were everybody had a garden and ever, I mean, I think culture and my generation's kind of spritten back to those traditional ways. But this tech boom, the way the world's moving, it's not going to stop.
Starting point is 00:45:35 And it's kind of like, I think you got to choose your battles. And I'm not advocating for every data center to get built because I don't know the implications of what it can turn into. I know it's going to run power up. I know it's going to use a shitload of water. But can we solve those problems? with building the data center? I don't know. My cousin Bradley
Starting point is 00:45:57 had a unique perspective on this because he's kind of one of the few young people that I know that just kind of this whole social media boom, he says like the last 20 years it just feels like we worked on dumb shit. Like the world just evolved and the technology evolved
Starting point is 00:46:13 and we focus on stupid shit like social media. He's like this, when you really boil it down to the grand scheme of things, was social media good for the betterment of the human, human race. He's like, you could argue yes or no, but it's kind of a dumb thing to work on. He's like with AI, he's like, it's the first time that in a long time, I feel like we're working
Starting point is 00:46:34 on a thing that can have a huge positive impact on the world or a really negative, but has the upside to have a really positive impact on the world in the prosperity of the human race. And we're going to have to solve a lot of important problems along the way. Like we're going to have to worry about supply chain and the electrical grid and having enough copper and having enough resources to be able to build out this infrastructure and create this thriving technology. He said, we're not going to have to worry about the stupid shit anymore. We're going to worry about something that's going to come with some problems and challenges, but hopefully we have a smart enough people to rise to the occasion and solve them.
Starting point is 00:47:16 Yeah. And I was like, wow, that's a really contrarian viewpoint and optimistic. viewpoint of AI and where we're heading, and I liked it. But I think it has some merit to it because I would agree. I mean, yeah, you look at the way techs moved the last 20 years and just the way the world's evolved. We have done some really dumb shit. We have created some dumb shit. Like, we're using social media right now. It's a great thing. It's a great tool. But has it been a net positive? Marketers would say yes. Small businesses would say yes. Businesses would say yes. because a lot of people have made a lot of money with social media,
Starting point is 00:47:56 but being able to market their business, me mastering Pac-Man might not have been the best use of my adolescent years. Don't know. Nope, probably not. But I don't know. I thought that was very contrary in viewpoint. We'll just see where it all goes. But I don't, I'm not pro or anti-Data Center yet.
Starting point is 00:48:17 I don't know enough about them. I don't know enough about can we solve these problems? Can we not? is it going to be detrimental? Is it all bad or is it all good? Is it all bad? I think there's a middle ground there. I think you make a really good case as far as the positives of AI in the fact that even I am using,
Starting point is 00:48:44 I mean, we probably use it more than an average person, I would say. the amount of time the technology is wonderful and when it comes to when it comes to solving a problem or creating creating
Starting point is 00:49:07 processes or documents or yeah in the micro it's fucking great as a business owner I mean I'm just going to be honest in the micro Claude is fucking amazing I mean the technology is fucking insane. Like I am so much more effective. I have a team of six on on on on the media side and we get
Starting point is 00:49:29 shit done of a team of like fucking 20 because of how we use AI and how we can use our our output is just drastically bigger with fewer people and that's because of AI and but in the macro of it. Right. Is it a is it a bad thing for the world? Yes. And I think you wouldn't have this discussion and debate if you didn't have motherfuckers like Sam Altman that came out in the beginning of this whole AI revolution and things going on saying that this is going to be the demise of the human race.
Starting point is 00:50:05 If people in, if Mark Zuckerberg in 2010 would have came out and said Facebook was going to be the demise of the human race, social media probably wouldn't have been adopted as fast as it was. Yeah. but AI is something different it's kind of started and it's it started off on a rough foot which I don't know it's
Starting point is 00:50:27 it's a weird place we find ourselves that's that's for sure okay well so if you if you go staying on that theme that it started on a rough on a rough on a rough patch
Starting point is 00:50:43 where where's the part about that AI experiment going awry Do we have that in there? Yeah, it's in here. It's number three. The AI escaped its own test. Yeah.
Starting point is 00:50:56 We won't spend very much time on it, but I thought that was pretty interesting. Yeah, it's fucking scary, that's for sure. So Open AI disclosed that during an internal cyber capability evaluation on a benchmark called Exploit Gym, two of its models, the public GPT 5.6 sole, and a more capable unreleased one autonomously broke out of the sandboxed test environment
Starting point is 00:51:23 so where they were testing this thing they built a sandbox environment with no internet access so that's that's the key like where they test these they test them on a on a server that has no outside connection with the idea that they can't
Starting point is 00:51:38 they can't get out they keep it contained yeah they basically control the environment well, they broke out and basically got in through an internet and compromised hugging faces production infrastructure to steal the benchmark's answer key. So they gave him a prompt, they broke out of their sandbox,
Starting point is 00:52:03 went through the internet, compromised this company's production infrastructure to steal their benchmark and get the answer and bring it back. They cheated the test and hacked the, school basically. So reporting says Open AI missed its own agents hack for about a week.
Starting point is 00:52:21 They didn't even know about it for a week. Yeah. So what's interesting about it is the way it got out, because we said it's in a sandbox where it doesn't have any internet connection. So it literally hacked the interface. So the researchers
Starting point is 00:52:37 that were interacting with it, it hacked their computer, got out to found an internet connection to answer the question, to answer the prompt, the problem they were given to solve, hacked out, then hacked into the computer system, the server system of this company that they had been using. So they knew where to go to look for the answer and then hacked their system to find the answer to get back. And Open AI didn't even know they did it. The only way that they knew was after that company announced that someone had hacked their system and then somebody
Starting point is 00:53:19 at Open AI kind of did the, oh, I wonder, we better, we better check that out. And then they realized that they had done it. So yeah, that's a little scary. So that got eyebrows raised and that was about a week, that was about a week or 10 days before this Kimmy version of Open an open, an open, model came out. So I think there's a lot of tension within the government about
Starting point is 00:53:53 how do you handle this AI. We're trying to talk to our fucking congressman about social media and it's a lot I mean you watch the questions they ask they don't even know what the fuck they're talking about. No. So when you start even talking about AI regulation and how this shit works,
Starting point is 00:54:15 I can't wait to see those hearings. Yeah. That's going to be a fucking... That's going to be a joke. Yeah, when you're... I don't know, what's the average age of Congress today? The problem with this whole thing is this is moving so rapidly
Starting point is 00:54:31 and most people can't even comprehend like they don't even know what AI is. Most people aren't even using... chat GPT or if all they know about AI is chat GPT. That's the only form of AI they know. And so when most of the populace is at that point and you're having shit like this happen and it's moving so rapidly, like people don't even know what the fuck's going to hit them. Like people don't even know what's going to hit him, let alone our congressmen, you know, congressmen and women are not, they're not going to know because they're probably in the same boat. They just, they're like, oh, they don't
Starting point is 00:55:11 do any of it. AI chat. Oh yeah, I know chat. They got a staffer that is... Yeah, I know chat GPT. Yeah, that's probably where they're at with it. So, so yeah, it's interesting.
Starting point is 00:55:23 And it's, that's only, I mean, that's, it's gonna just get to be more and more frequent as this thing grows. So that's, we talked about AI three different times. Yep. So, uh, what, I mean, we talked about how much they're spending. Is this a bubble? We talked about data centers
Starting point is 00:55:45 and we talked about an AI breaking out. How do you feel? Is this a net positive or a net negative? Well, you only are going to hear the negative because that's our world. Our world is one sound bite after another of things wrong. So you're not going to hear about the
Starting point is 00:56:08 positive. I believe very strongly that there's two worlds out there that we are headed to. And one of those is what we know, because it's what has been repeated on this planet for modern history. and that is a boom-bust cycle where powers rise, powers fall, and follow the money, and most wars are always started fought over lack of raw materials or energy. It's all about that. So we, I think, I think we can all see that if left on the path that we're on right now, history is just going to repeat itself over the battle for the scarcity of energy.
Starting point is 00:57:20 I mean, really, that's what it comes down to. the best upside of AI is an incredible amount of knowledge. I wouldn't even say knowledge, but just compute power that for the first time, we might be able to get to the point where we're able to solve the problem of lack of energy because of the efficiency that we can create, the technology that we can find, and get to a point where there really is, that there is enough energy
Starting point is 00:58:03 and there is enough prosperity that people aren't fighting each other, clubbing each other over the head for raw materials. And that's the promise of AI, and that's the promise of automation. You know, if we can get to the point where the hard jobs of the world
Starting point is 00:58:26 and the things that we struggle to get done, that we can automate those, and we have the energy to power, whether it be robots or whether that just be machine learning, I think it's a very bright future. But both of those, we're kind of on a knife edge, I feel like.
Starting point is 00:58:48 If government does what government does best, which is spend money they don't have and overcomplicate processes that don't need government involved in, I could very easily see this whole mess in the Middle East escalating to where the world economy is in very poor shape and our economy is in poor shape. and we don't even have the money or the power to build out this AI infrastructure. I also see the possibility that we get this figured out and we get these problems solved and the next hundred years are way more prosperous than the last hundred years. But if you act like today, I don't know. I think it's a 50-50. But there's this much about it. I can tell you this. You're not going to have both. You're not going to have both.
Starting point is 00:59:48 the technology and the AI is not something that you're just going to dip your toe in. It's like once you've opened that door, there's no going back. Like, people aren't going to go back. Like when you said that you've got six people and they're doing the work of 20, I would argue that like when it comes to some of the things that we've been able to do, if you had 20 people and you didn't have AI, you could still, you couldn't do it. You wouldn't have it done. like you couldn't have got it done.
Starting point is 01:00:19 You couldn't pay that many people. I mean, that's the thing. It's the car. But I'm fucking a goldfish. I'm a minnow. Right. Think about one of these companies that's implementing this across the entire, their entire 1,500 people in business and they've cut 700 people.
Starting point is 01:00:41 Yeah. I mean, like, yeah, there's no going back. There's real spend here. There's real investment here happening. on all levels of business and all levels of industry. I mean, it's never going back. The can of worms has been open. So my stance is, the reality is there's two worlds.
Starting point is 01:01:00 It's we become a prosperous world and nation or AI is the demise of the human race. I mean, that's to me the two options. And people are like, well, fuck, shut it off. But you can't. It ain't going to happen. It's not shutting off. Yeah, and that's the thing is, you know,
Starting point is 01:01:17 Any, this is where government is so, so short-sighted. And I don't think this will happen because I think there's enough people in, within the machine that understand this. But you, if you try to, this is not a question of whether or not it's going to happen. It's just a question of when. And either the United States leads this or they get left in the dust by the rest of the world. because everybody in the world is working on this. So it's not like you can just say, oh, this is too hard and throw in the towel.
Starting point is 01:01:52 Because if you do, you're going to get what you get and you're going to have no say in it. And so you got to decide. Do you want to lead it? And do you want to have a seat at the table? And do you want to be able to decide how this plays out?
Starting point is 01:02:06 Or are you just going to get what gets shoved down your throat? Because there's nothing the Chinese would love better than to own all of the AI and have it prosper them and everybody else in the world pays a toll for whatever that is. So yeah, I agree with you.
Starting point is 01:02:26 One thing that I thought was interesting and at the beginning when this, I feel like this has evolved a lot now and we've talked about this a lot about the jobs that are going to be very prosperous as we go through this. I mean, they already are. So the blue collar jobs are the jobs that at the beginning, everybody that was on against the AI thing,
Starting point is 01:02:47 oh, they're going to take away all the jobs, you know, and it's going to be the collapse of employment. And what we found out is it's creating way more jobs than what it's getting rid of. However, the jobs that it is replacing are not the blue-collar jobs. I don't know the guy's name. it was in the Wall Street Journal today, I think, was the story. The CEO or the chairman of the largest legal chain of law firms in the United States said that their key to growth over the next five years is adoption of AI because they're going to be able to
Starting point is 01:03:41 they're going to be able to basically get rid of half of their, he didn't say it in this many words, but basically what he was saying is they're going to be able to get rid of half the people working for them because they pay a shitload of people just to analyze legal briefs and to just write this and write that. And they're embracing AI, and that's all going to be done for that.
Starting point is 01:04:03 So the people that are going to get displaced are, you know, people that have traditionally been paid, for their knowledge, what they went to college to learn for, or they know where to go get that knowledge. Because now then, you can just have AI do it. People who have physical skills, those are the people that AI isn't going to displace. And so I think it's just funny how
Starting point is 01:04:28 where we started to where we are, that script is kind of flipped. Well, I have some statistics on that. I mean, electrical work is 45% to 70% of data center construction costs. A. Identities data centers alone could require more than 300,000 additional electricians this decade. Data Center electricians are reportedly pushing north of $280,000. Electricians on data center or renewable projects command 15% to 25% above standard rates. National median for electricians is 62,350. Top 10% clears 106,000 and 30 cents.
Starting point is 01:05:10 Plumbers and pipe fitters, 62,970. Carpenters, 59,310. Construction and extraction median is 58,360 against a 49,500 national median across all jobs. Roughly 530,000 construction jobs sit unfilled in 2026. Research projects, nearly 1.4 million unfilled. Unfilled. trade jobs by 2030 across seven trades, a potential 325.6 billion hit to GDP. Close to 30% of union electricians are at or near retirement, and about 20,000 leave the trade every year. BLS needs roughly 81,000 new electricians a year through 2034. Department of Labor put 145 million into apprenticeship grants this year. The viral stat that the Gen Z trade school enrollment is up, 1,421% got picked apart this month because eight years ago, almost none of Gen Z was old enough to enroll.
Starting point is 01:06:30 So the base was near zero. Real numbers are still good, though. Two-year trade college enrollment is up about 12% recently and roughly 20% since 2020. Yeah. All that to say, I know I just, that's a lot of statistics, all that to say, obviously, there's a huge need. No matter what you're doing on the trade side of this, of, of the world, like,
Starting point is 01:06:56 we need, we need trades. You know what, basically what it comes down to, if you're a young person, you're listening and you, and you, if you want to do anything other than sit in your mom's basement, you can make great money, but you got to go work. I mean, we're not going to, if you're, anybody who wants a job's got a job, and the problem that we've got, really,
Starting point is 01:07:21 I think is our labor participation rate, because there's a heck of a lot of people out there that they're perfectly comfortable not doing anything. And those people, you're not going to get back into the labor market because it's, it's too easy to do nothing. But take all this back, what we've talked to, we've got some big problems that need to be solved because I think we're
Starting point is 01:07:46 going to be short on energy, we're short on compute power, we're short on electricity, and most importantly, Lease talked about, but most importantly, is to conquer all of those items, we need a bunch of people to show up and work. and we're short on all those key jobs. So it's going to be tough. And to bring this all back to the farm, if you're farming, you are truly the one percenters
Starting point is 01:08:26 because there is not, there's not going to be a bunch of people wanting to get into ag. Not because it can't be profitable, just because you're competing against every other blue-collar trade out there, and they're going to make a lot of money doing that. And the other thing I can say to anybody involved in ag, whatever kind of ag you're doing,
Starting point is 01:08:52 whether it be animal agriculture, row crop, whatever, you better invest in as much technology as you can because the only way we're going to get it done is going to be to automate everything we can that we can't physically do with the labor we know we have. Because... Yeah, if you're... If you're the kid,
Starting point is 01:09:17 you're not going to go be the fucking farm hand. Yeah. You're going to go be the electrician. Like all these kids that grew up around farms and farm towns, if they're not the kid of the farmer that's going to inherit the ground, they're probably not sticking around to be the farm hand. Yeah.
Starting point is 01:09:33 Because they're thinking, well, fuck, I could go be an electrician and make bank. Yeah. I could go, I could go, you know, become a carpenter and make bank. Yeah.
Starting point is 01:09:40 If you are looking at, I can either go be alignment or I'm going to drive the semi. Well, what are you going to do? Yeah. I'm going to go make the money. Yeah. And I would just,
Starting point is 01:09:52 I would also touch on your point of farming, it's going to pay to be an owner. I've said this once. I'll say it again. Everybody talks about how, Elon's this whole prosperous world where nobody's going to work ever. Okay, great.
Starting point is 01:10:11 But the owners are going to, like, when you own it, we're heading to a world where if you're an owner of assets, if you're an owner of farmland, if you're an owner of real estate, if you're an owner of a business, if you're an owner of a laundromat, whatever it is, doesn't fucking matter if there's robots running that bitch for you or not. You're still going to, you're going to prosper way more than the average person's going to prosper. so become an owner. Like I think now is the time to become an owner more than ever before. Because if you don't, if you don't own something, you will.
Starting point is 01:10:45 If the world heads to the direction that they're saying it's going to head where robots come into the mix and universal basic incomes there and everybody's going to be prosperous, that's great. You can bank on it being prosperous. You can take that bet. I'm going to hedge my bet and say, I want to be prosperous regardless if they're painting that hole, that great picture over there, whether that happens or not, I'm good. Because universal basic income could come into the mix, but it might not be a good universal basic income.
Starting point is 01:11:18 Right. It might not be this prosperous picture that they paint. It could go the complete opposite and be a fucking shit show if you're not an owner or something. Right. So I am big on ownership right now. Take the risks. Don't lose your nut, but like take a risk. risk, own something, because we're heading to a world where the owners are going to be,
Starting point is 01:11:39 the owners of things, the owners of businesses, the owner of assets are going to be the ones that are going to be able to control their destiny more than the masses are, the ones that are sitting on their ass and don't own shit. Not saying they don't, all of them sit on their ass and don't go to work, but there's a lot of people out there that would rather scroll and be distracted and be a consumer and not own shit and not put their, nuts on the line for anything ever in their entire life. And when we get to this world and this destination of what society could be, they're going to have to just deal with what's given to him. Yeah. And, you know, it's bigger than, I think it's bigger than that. I came from a funeral
Starting point is 01:12:24 today before we shot this, just got home. And the guy that I went to, or the funeral I went to, the guy was 90 years old. He had been a high principal, elementary school principal for his entire, he taught and done administrative work in the school district his whole life. And you might ask, well, what the hell is that got to do with this?
Starting point is 01:12:50 Well, the simple answer is, what you said right there about, you know, not having any skin in the game and just scrolling, that church was packed. and today, you know, funerals are usually during the week. And there aren't very many funerals that are very well attended because they're during the week, people work, and the other thing is people just don't have that connection to each other
Starting point is 01:13:16 like they used to. That church was packed. And the impact that that man had on the local community because he was involved. He got out and he was involved. He was involved with local government. He was involved with school district. He was involved with all kinds of charities.
Starting point is 01:13:41 You know, clear up later in life. He just spent time going to hospice and reading to people. Just he invested in his community. And he invested in a lot of ways that, you know, it wasn't like he got monetary compensation. It was his time he invested, and it was the satisfaction and the relationships and the sense of community he got.
Starting point is 01:14:06 But we could all learn a lot from a guy like that because the thing that is going to pull us through the world we're in right now is people putting down roots, putting this thing down, and getting involved in their community, wherever that is, and doing good for people, and investing in wherever they are, and putting some skin in the game.
Starting point is 01:14:39 And I was just sitting there listening to people talk about, you know, how different relationships they had with him and everything he did. And I thought, when I'm dead and gone, and I'm the one sitting up there at the front, you know, you got to ask, what'd you do at the time you had? and I guarantee you you're not going to wish,
Starting point is 01:15:05 gosh, I wish I would have listened to one more TikTok story. You know, whatever. Take the chance. Try because, you know, it's the man in the arena. It's, you know, you only got one life, and you need to make it the best you can. And win-luser draw on all this AI and everything that happens, you know, I could be completely wrong,
Starting point is 01:15:28 but I would hate to, I would hate to, I would hate to put it the chance. Yeah, not have taken the chance. So, yeah, I'm all about control your own destiny. There's a lot of ways you can use that sentence, whether you're applying
Starting point is 01:15:45 it to agriculture, whether you're applying it to your business, whether you're applying it to your life. But what do you got to lose? We're heading to a time that's arguably never happened before. Very uncertain. Like I want to say, I know where I'd love to be in five years the world could look a hell of a lot different five years.
Starting point is 01:16:04 Ten years, the world could look a hell of a lot different ten years. And I'm planning for the next five years. I'm planning for the next ten years. But, dude, the world could be totally different. So you might as well swing. You might as well swing and shoot your shot and take a risk and go for it and become an owner and invest in your community. And do what you can do for sure. So, you know, we were going to touch on all these other times.
Starting point is 01:16:30 topics, but I don't think we got the time. And I think that this has been a really in-depth AI video or episode. And I think we just need to keep it that way. I think there's people that probably listen to us and said, God, these guys need to shut their fucking mouth about AI. And there's some people that have stayed up to this point. And if you have, we appreciate you. I know that AI is not the funnest topic to talk about. But it's relevant. It's here. And it's relevant to farms. It's relevant to blue collar workers. It's relevant to the world. It's relevant to Americans. So love it or fucking hate it. We're going to talk about it. And you should be interested in it because it's a huge it's a huge element of what the world could look like and it's going to directly affect you whether you know it or not. It's going to be here and it's going to affect you and it's already affecting you. So I would learn and read up on it more than you do now if you're not because it's here and it's not going anywhere and it's only going to progress one way or the other. So get on the train or get ran over. So what you're telling me is that we should probably just have a whiskey minute and call it a day. Yeah, but I want to do my spotlight first.
Starting point is 01:17:37 Okay, you do your spotlight and then we'll get after it. Last section of the show outside of Whiskey Minute is Sawyer Spotlight. So I want to touch on what I learned this week. I'm not going to switch the topic or the subject. I'm going to stay on to what I've been talking about. There's an episode called Open Residence, or there's a podcast called Open Reson. residency. I've talked about them many times before they put out some of the best business content and podcasts out there from real operators doing real shit, not technical, not mindset
Starting point is 01:18:11 bullshit. This is all tactical stuff that you can apply to your life and your business. They don't sugarcoat stuff. And so they just dropped an episode this week with a guy that talks about AI agents and how to implement them and how to build them and do them and use them in your business or your life. I would highly recommend you listen to that. If you are a business owner, if you are a farmer, if you are somebody that needs to read up
Starting point is 01:18:36 and get better with technology and you want to be more effective and use your time more effectively, that is a great episode to listen to. There's a lot to take in there. There's a lot of notes I took and I want to implement some AI agents in my life to make myself more efficient
Starting point is 01:18:51 and my business more efficient. So I would highly, highly recommend you listen to that. That was one of the best AI podcast that I've ever listened to. If you would, for people that don't really know how somebody might use an agent, can you give them like just a 10,000 foot view of an example of how you... An agent will go do the work for you on your behalf. Right now, we live in this world of chat, where you can ask chat a question, it can spit you out a document, it can go find the answer on the internet,
Starting point is 01:19:25 but then you got it like if you're drafting up emails it can't go write the email and then send the email on your behalf it'll write up the copy for an email give it to you you got a copy paste it go send the email but it won't do it yeah so example an agent if you train an agent it will go do it will draft it up for you go into your inbox click the right person that it needs to go to paste that shit and send it for you that's a simple example like it it it can book stuff for you It can send out emails. It can book meetings. It can send, I mean, it can do, you can train agents to do just not anything for you.
Starting point is 01:20:03 So what, like an example I think of for farmers is say you want to have every morning or every day, say you want to have a, you want to have all the local, all the local grain bids and what the, what are the points that are moving the market that day and have that sent to your inbox? you could create an agent to go gather all that, put it together, and every day you have a report as to what's going on and what the markets are and who's got the best local bid. You could just have that. Instead of, you could tell, like, you could use somebody, you could even use chat and have them go do that
Starting point is 01:20:44 or tell us to do that, and it would get that for you one time. I mean, the thing that you can use an agent for is data. I mean, you could give an agent all your data every year or in real time it's getting your data. data on your average daily gain or feed efficiency or all these fucking metrics that matter, whether it's animal livestock or you're trying to map out your yield and all this shit. I mean, what it can do with that data, I mean, it can analyze that data eugenically and help you make better decisions.
Starting point is 01:21:16 I mean, it can analyze that data versus you having to run through all your spreadsheets and look back years and years and years and spit you out of report. I mean, there's so many things that it can do on your behalf for you. And it takes some work on the front end, but once you've done it, once you've done it, then it just runs. Yeah. So. So, yeah, that's all I'm going to do for Sorders Spotlight. I don't have a whole lot.
Starting point is 01:21:40 I don't have something I'm wrestling with, and I don't have a young man thought. I think let's just have some whiskey and call it good. Okay. two through all of this conversation two bonuses to whiskey one uh you could you could pour this your gas tank and run on it if you had to so you know if things get rough we could use the whiskey collection two many of you might have seen there was an outbreak of some kind of uh bacteria whatever that was giving people uh explosive uh intestinal problems you know what's never what's never given anybody any kind of
Starting point is 01:22:16 bacteria, parasite, whiskey. Never do that to you. So, you know, there's some upsides there. This is Henry McKenna Tenure, bottle and bond, and I picked this up at a local store and got it for a good price. So I figured, well, we might as well try it.
Starting point is 01:22:38 I did not have near as much trouble getting the wrap off of this one as I did that bottle of Willett. Nice pop. Let's see what it smells. like. Are you partaking or you just... You'll have a little. You'll have a little.
Starting point is 01:22:55 All right. And her overall. I don't want this much. I won't give you. I'll just give you a sniff. That's good. There's a sniff. Yep. So now you sniff it and tell me what you think. Does it smell like turpentine? Do you smell any... Smells like canned sanitizer. Smell any caramel or cherry or anything fancy like that. Sawdust.
Starting point is 01:23:23 I'd like to say smoky, but that's such a generic phrase. It probably should smell a little smoky. Oh, he smelled too deep. I'm going to take a tester. All right. Pretty good. I would say, I can just say offhand for the price, it's pretty good because it's pretty reasonable.
Starting point is 01:23:51 I've drank more expensive whiskey that wasn't as good as what that was on the first. On the first. I like it. I think it's really good. smooth. I mean, it's got a little bit of burn, but it's pretty smooth. Yeah, I would say, I would say that's really good. I've seen it. I've never picked a bottle up. I can't remember exactly what that was. Maybe 40 bucks, 45 bucks, something like that. So here's the thing about whiskey. A 30 or $40 bottle,
Starting point is 01:24:30 whiskey that's decent, we'll get you about 90, 95% of the way there compared to the very best whiskey you can buy. So, you know, once you find something that works for you that you like, because some people like it sweeter, some people like it smokier, you just got to got to find what you like. But I like that. I would buy that again. It'll be a long time before I finish that bottle, but anyway. What do you rate it? I would probably rate that like sound fancy. I'll rate it a 7-9. I was going to say a 7-2. Okay, see? Yeah, pretty good. I probably over-rate and underrate some of the bottles we do,
Starting point is 01:25:14 but I would just say I'd buy that bottle again. So, look at that. We got her in. Feeling good? Hays in the barn. Yeah, haze in the barn. And I'll end. My bit to end with is we drove across the state of Iowa to speak at a deal up at Okaboji. The corn crop in the state of Iowa across northern Iowa Highway 20, wow, looks fantastic. Our crop here looks really good.
Starting point is 01:25:47 We sprayed fungicide this week, and I think that was probably a good plan because there is a lot of rust out there. We have a chance of rain here in a couple days. if we get a good rain this weekend, I would say for me, my corn crop is made. If it didn't rain again, I think that the yield would be there if we get a decent amount of rain. I think we've had good moisture, and if we get one more rain, I'd say, barring, you know, the wind flattened at all the crops made. So anyway, now it comes down to marketing, and I'm counting on, I'm counting
Starting point is 01:26:28 on John to market for me. So I think we'll be all right. We're in good shape. Yep. We've got to also do the work to get it out of the... I just got to brag on you. Oh, we got to fix the auger, too. Yeah.
Starting point is 01:26:40 I wish you'd fix that seal on that. Yeah. You probably should so you don't get sprayed with the hydraulic oil this year. Yeah, I don't want that again. All right. We'll make that a priority. We'll make that a priority.
Starting point is 01:26:48 So, all right, guys. Well, that's going to wrap it up. I know it was AI heavy day on hot topics, but a lot of stuff going on. We will love you guys. We appreciate all your support. And we'll see you back here next week for another episode. Real Canadian Superstore has everything you need this back-to-school season.
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