The Ben and Emil Show - BAES 126: Sam Altman is a Conman.

Episode Date: November 13, 2025

The walls are closing in on Sam Altman. He's irritable in interviews. Dodgy about reasonable questions given the amount of BS he spews almost daily. This week we're taking a look at the recent drama surrounding Sam and his CFO, who suggested that OpenAI might lean on the US government as a "lender of last resort". Plus, Michael Burry has a new short thesis, and he's vocal about it. WATCH THE FIRST EPISODE OF EMIL'S NEW SHOW! https://www.youtube.com/watch?v=wWED3Qultfc OUR NEW CREDIT CARD SITE IS LIVE!!! Go get that AMEX card baby! https://thecreditcardlist.com Give this video a thumbs up if you enjoyed it! And please leave us a comment! It helps us! ***Ben's new movies and tv podcast with Dillon is OUT NOW! GO WATCH the latest episode on HORROR MOVIES: https://youtu.be/2p0gjv4hZ4s?si=Cll7WAk7bcHkGJu2 **CHECK OUT EMIL'S LIVESTREAMS HERE: https://www.youtube.com/emilderosa Support us and get bonus content, ad-free versions and more plus your first 7 days free at https://benandemilshow.com __ 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 __ MOOMOO: Click this link https://start.moomoo.com/BAES to get up to $1,000 in free stock when you make a qualified deposit. Terms and Conditions apply. Securities are offered through Moomoo Financial Inc. (MFI), Member FINRA/SIPC. The creator is a paid influencer and is not affiliated with MFI and their experiences may not be representative of other moomoo users. Investing is risky. See full disclosures at https://invest.us.moomoo.com/_disclosure CASHAPP: Download Cash App Today: https://capl.onelink.me/vFut/zd0taway #cashapppod. Cash App is a financial services platform, not a bank. Banking services provided by Cash App’s bank partner(s). Prepaid debit cards issued by Sutton Bank, Member FDIC. See terms and conditions at https://cash.app/legal/us/en-us/card-agreement. Direct Deposit, Overdraft Coverage and Discounts provided by Cash App, a Block, Inc. brand. Visit http://cash.app/legal/podcast for full disclosures. BOOKING.COM: If your vacation rental isn't listed on Booking.com, it could be invisible to MILLIONS of travelers searching online! Don't miss out on consistent bookings and global reach. Head to Booking.com and start your listing today. Get seen. Get Booked on Booking.com. FACTOR MEALS: Eat smart at https://factormeals.com/baes50off and use code "baes50off" to get 50% off your first box, PLUS FREE BREAKFAST FOR ONE YEAR! __ Follow us on instagram! @ benandemilshow @ bencahn @ emilderosa Learn more about your ad choices. Visit podcastchoices.com/adchoices

Boarding for Flight 246 to Toronto is delayed 50 minutes. Ugh, what? Sounds like Ojo time. Play Ojo? Great idea. Feel the fun with all the latest slots in live casino games and with no wagering requirements. What you win is yours to keep groovy. Hey, I won! Boating will begin when passenger Fisher is done celebrating.

19 plus Ontario only. Please play responsibly. Concerned by your gambling or that if someone close, you call 1866-3-3-1-2-60 or visit comixonterio.ca. Sam Altman might as well be called Scam Altman. Scam Faltman. Scam Fartman. These chips that everyone is purchasing, which NVIDIA is making Buku bananas, are obsolete very quick. Because they're saying, hey, we didn't lose that much money on these assets. They haven't depreciated that much.

So it makes it look like they've profited a lot more. Which you've got to give it to the accounting team for coming up with this. Basically, OpenAI wants a government bailout. If Open AI is a teenage daughter with a credit card, The United States government is daddy making sure that, hey, no matter what you spend, honey, I've got you covered. It's got its handy things, sure. But yeah, I don't trust it that much. I've been burned by it too many times where I'm like, okay, you omitted this.

Why didn't you do this? You're right. Sorry about that. Sorry about that. You got it. You're so smart. Are you sure you're not the computer? You should kill yourself.

Yeah. Have you considered killing yourself? I'm looking down to town with Benin' Me. Tell me what's going on. Tell me what's going on. So isn't enough to Benin'in' me? Tell me what's going on. Tell me what's going on.

B-Peds, they haven't eaten in a while. Yeah, people were asking for the beach. Wow, holiday cups on Starbucks. Yeah. The War on Christmas is back, baby. The War on Christmas. Oh, it's Veterans Day today. I'm a veteran in the War on Christmas.

And it's also the wreck of the Edmund Fitzgerald anniversary. I got shot live on Fox News. Huge shout-out to all the veterans who listen or watch. I'm sure that there's a few. There are a few. We know that there's a few. You'll see this two days. Two days late.

Yeah. And when did it go down? It's too early for Christmas stuff. Can I, is it safe to say that? Yeah. After Thanksgiving, after Halloween, it goes. Black Friday, go for it. It goes right into African American Friday and Christmas.

We get all of it. We get all of it. Man, I miss the old desk. I miss being able to the back at Dylan's house. I miss that, and I miss your dining room table that was Phil's. I missed the, it was the perfect height. It was the perfect height. We could just lean into it.

Yeah, maybe. We'll get a little button. everybody welcome back we've got a great episode for you today a veritable banger uh if you missed it's going to be featured on uh x.com's bangers account that isn't that is a new thing that's right uh there they if you aren't signed up for the bonus episodes what the heck are you doing but we posted a 20 minute long clip from a couple weeks ago on our youtube channel it's the many baggers clip i came out as a many bagger and honestly it feels good i feel like lighter. I feel

I feel like everything fits in my bag, you know. Your emotional baggage. Yeah. It's good to know. Let's get a few things out of the way before we go into this week's episode, which is all about how Sam Altman is a con man. This episode is all about how Sam Altman might

as well be called Scam Altman. Plus, we've got Michael Burry. Scam Faltman. Scam Fartman. Gatman had a stutter. we've also got and don't say anything about us wearing matching shirts it was accidental it's my fault i never wear this it was on purpose for me because i put a camera in ben's house and i don't mind and i watch him you want to watch me go ahead go ahead uh yeah we're going to

be talking about michael burry the guy from the big short who what who done shorted the housing market he's now pretty vocal about the AI bubble and we've got Let's see. There's a new robot that's pretty sexy. Ben loves this robot. This robot is sexy, but I think it can only walk that one walk. It's sexier than Taylor Swift. You could walk that one walk, but can you talk that one talk? So we got a lot to talk about there, and we'll probably get around to the government shutdown.

Meanwhile, let's get a few things out of the way. Emil's got a new show. Go check that out. Last chance to see. You can see it on all kinds of platforms. That's the name of the show, the last chance to see. So go check that out for sure. And then I've got my show with Dylan and our friend Steve. We just watched Bagonia and Pluribus. I haven't seen it.

Oh, I haven't seen Plybust, but no spoilers on. Bagonia. They're all bugs. I'm kidding. They're not. But I'm joking. But that's three thumbs up. And then last but not least, go to the credit card list.com if you want to sign yourself up for a new credit card.

That Chase Sapphire bonus is for the reserve is temporarily at $100. 25,000 points. It won't be there for long. And the Amex Platinum, golly, man. That thing's 175,000 points. And you know I love that gold card. The MX gold card. That is just pardon if you'll excuse the parlance. It's the gold standard. Sure. I use it every single day. Anyway, okay. I know it's probably not real, but now that you said they're all bugs, it's like, that's almost a spoiler because I know going into it that they're not all bugs,

which is annoying. It really isn't. Spoiler. Yeah, but before I was going in with the possibility that maybe they are all bugs. Yeah. And you've taken that away for me. I thought that the name of the movie was because like all humans. Maybe that's, I don't want to be spoiled again. I promise you, there are no spoilers.

Well, now I know that they're not all bugs. In a way, we're all bugs. I think that's what Yorgos Lanthemos meant, but the title, Bugonia. We are all, we are all just bugs on Bugonia here. Anyway, you guys remember Michael Burry? he was played by a young Christian bail how nice is that every time someone every time someone says your name the person picturing you thanks of Christian bail that is pretty nice I'm not picturing his uh his face every time I hear the name I'm picturing Christian bail yeah he's got that

lazy eye for some reason his Twitter handle is Cassandra I know I really don't it's it's like Cassandra victorious or something I think it's because yeah Cassandra unchained he has has me blocked, by the way, on Twitter. But jokes on him, because now I can see everything. Okay, well, first of all, he took... Wait, why did he block you again? I don't remember. I think I made fun of him. Yeah, I made fun of him for some shit.

He got, he took Alex Carp, the CEO of Palantir down a peg because... Dude, Alex Carp fucking melted down. What a fucking... Alex Carp is the CEO of Palantir, and their stock is at all-time high. They're trading it like a $500 billion valuation. And Michael Burry here takes his short position on it. Yeah, he wasn't even taking any shots at Alex Carp or the company or anything like that. And Alex Carp goes on CNBC and does his stupid hand gestures that he does.

What an impotent wimp. There was another clip with him talking about people don't like seeing a high testosterone male. it's yeah his whole his whole thing was how dare you bet against a company that's trying to

save Western civilization and war makers he keeps saying like war makers and war people he's just a fucking moron he's saying understating depreciation

by extending useful life of assets artificially boosts earnings one of the more common frauds of the modern era massively ramp and don't worry I'll explain this in a moment massively ramping cap X capital expenditure

through purchase of invidia chips and servers on a two to three year product cycle should not result in the extension of useful lives of compute equipment. Yet this is exactly what all the hyperscalers have done. By my estimates, they will understate depreciation by $176 billion in 26 through 28. By 2028, Oracle will overstate earnings 26.9%, meta by 20.8%, etc., but it gets worse. More detail coming November 25th. stay tuned. Don't know really what the details he's going to, I mean, nobody knows.

Basically, when these companies buy, by the way, a hyperscaler is a really cool word, and it basically means Amazon, Google, Microsoft, because they're scaling up on a hyper scale. Yeah. It's just the silly way to describe these people who are seeking insane growth. And usually when they buy those chips and whatnot, obviously think of it like your iPhone. If you still have the iPhone 10, it's not worth $1,000 anymore. It's probably worth like $200, $250, $300, whatever it is.

I've got to adjust my net worth. There you go, man. So it would be like you still to this day saying, oh, no, it hasn't depreciated that much. It's still worth like $900, my iPhone 10. when in reality, no, it's significantly lower. So in doing so, they are padding themselves from those depreciation, those assets that are depreciating. They're not being honest about how quickly they're depreciating. Exactly.

These chips that everyone is purchasing, which NVIDIA is making Buku Bananas money off of, are obsolete very quick. Well, I wouldn't say they're obsolete because from what research I've done, because obviously, obviously the iPhone 10 still works, albeit a little slower maybe. And there are still older chips still out there. It's a matter of these companies being honest, more honest about just how long their depreciation timeline is. And whereas it used to be, as he's saying, it used to be like two to three years. Now they're extending it out to like four and a half, five years. Thereby, yeah, padding their income, their stated income on their balance. sheet because they're saying, hey, we didn't lose that much money on these assets. They haven't

depreciated that much. So it makes it look like they've profited a lot more overall. But then there are some people... Which you've got to give it to the accounting team for coming up with this. Yeah. Beautiful. But there are some people who are critical of Michael Berry and are saying he doesn't know what he's talking about because these things, it depends on who you ask. Like, Hey, I think that my, I don't even remember what kind of iPhone I've got, the 13 or something. Yeah, they're, they're, it depends on who you ask. How much they're, uh, I will say though. Actually depreciating.

Look, I'm not an expert on these things, but comparing the, comparing these chips to an iPhone seems a little bit silly, right? Yeah. Most people can't tell the difference between the latest iPhone. and the previous one and probably a couple previous generations and most people are going to say hey, as long as it makes my calls

and I can check my emails and send text, whatever. These people are trying to be on the bleeding edge of basically the technology that's going to transform the world. So they say. Yeah, that's the whole thing.

So I just think that's a little different than being like, look, you know, consumer products don't go obsolete as quickly as people think. Well, and part of his argument for the fact that they are depreciating is the fact that these companies are continuing to spend so much. Yeah. Because, hey, if these things aren't depreciating that fast, then why the urgency to continue updating and growth?

Yeah, why these massive spends? I mean, every one of these hyper-scalers is spending insane amounts of money on the latest chip at all times. Billions of dollars. Hey, everybody. You know, the markets are on five. Fire. Someone better call the fire department. These things are out of control. You got AI booming. Crypto is still holding up. Everything's popping. You got record highs here, there, everywhere. So do you want in, but you're worried about a little bit of risk? Hey, no problem. I understand that. Here's your shot. Moomu and Nasdaq's second global paper trading championship. That's right, paper trading. It's zero risk, high reward with a $200,000 prize pool to share. top of that, the global top three winners can each grab up to $10,000 plus an exclusive NASDAQ trophy and a spot on the NASDAQ screen. This year's game is next level. They've got options trading, AI analysis, pre-end post-market sessions, and free NASDAQ total view with full market depth. Beginners or pros, everyone can compete. And don't miss the account. Perks. Trade US,

crypto, options, all in one app, zero commissions, free pro tools. up to $1,000 in video stock, 8.1% ABY on idle cash, plus up to $600 cash back for transfers. Our viewers get extra perks

for joining the championships. New users earn an extra $5 cash reward, and funded users get 30-day real-time options quotes. Click the link in the description or comments to join

and unlock these rewards. Let's trade like a pro. So, we're going to see what happens on November 25th. I don't think much is going to happen because I think, especially in this day and age and in this kind of market, you've got a very, very, very tough uphill battle if you are a shortseller, especially if you are a very public facing shortseller like Michael Burry, because it just doesn't, it takes a lot to spook people. It takes a lot to spook the crowd. And as many people have pointed out, it's. even when he was right about 2008

took a couple years it took three years yeah at least yeah well that he started calling it in 2005 that that lends itself to scam Altman

who's not having a good time at all no he's not having a good time and I just want to preface it real fast before we I don't think we should play that clip just yet we'll get to it but we briefly touched on it last week

But I think there's a lot more context to just how bad of a time this guy is going to be having. Well, I wanted to real fast just remind people why we continue to talk about this guy and why we are so focused on him. It's because he is, he's like the most important guy right now. He is the face of all of this shit. He is the reason we are inundated with AI talk all the time every single day. And when people talk about the bubble, open AI. Sam Altman and Open AI could bring the entire thing down. They are, which is funny because he's now on the record is saying, like,

if we fail, everything will be fine. All the other companies will pick up the slack and, but... I don't necessarily buy that. I don't buy that either. But he is the reason, he's a very, very important figure. So what he says, you got to pay attention to because he kind of is helping to steer the market in the direction. that it's going along with, you know,

Jensen Wong and NVIDIA and Microsoft and all that shit. You okay, bud? Got a siren outside. So it all started. There's a big... But wouldn't you say, like, Jensen Wong is pretty tied up in this as well? Oh, absolutely. I can't imagine if Open AI just implodes

that people are going to wake up the next day and Nvidia's stock price hasn't moved. Yeah, no. There, have you... What's that image of the... It's like a top-down... drawing of just a bunch of guys jerking each other off. You know what I'm talking about?

I'm not familiar with this image. You haven't seen this? No. Try top-down drawing of a bunch of guys jerking themselves off. And it basically, if you can just imagine, I'm jerking you off and I've got someone over here, my hands are on your respective penises, but then your right hand is on my penis and your left hand is on the next guy. And we're all jerking each other off.

That's what's going on. That's the AI economy right now. That's Open AI. That's Invidia. that's uh broadcom all of this shit by the way i spent hours last night on this guy's blog he works in the semi-conductor industry there are so many acronyms and so many bits of lingo i'm looking at it i'm just it's impossible to understand any of this shit and not to mention i don't think you even mention the fact that i'm sure a lot of people have seen these headlines where pretty

much all of the gains we've seen, all of the growth we've seen has come from the AI sector and data center buildouts. If all that goes away, the economy is going to absolutely implode. And just as another refresher, Open AI is in the middle of their Stargate Data Center project where they are building, I believe, four Stargate massive, massive data centers. and each data center requires so many different things. There's water treatment, there's cables connecting. Yeah, I was looking at one of these things. There are dozens and dozens of different companies across all different sectors.

It really is like a miracle of modern engineering that they're even able to coordinate all this shit. But that's an aside. Yeah, this is not a knock on the tech or anything. I mean, because there's always some guy who's like, I use chat GPT every day. This is a groundbreaking technology. Fine. But the numbers don't add up here, as you're going to see.

What would stop someone from like strapping a bomb to a drone or a bunch of drones and just crashing it into these things? It's a great question, Ben. That's a great question. It is a great question. What's stopping anyone? I'm serious. I'm dead serious.

Yeah, they take so much. And then there's... What stops anyone from doing anything? What stops me from strapping a bomb and drive into a bucket? Just saying we should be focused on the right thing. What stops me from coming here with a bomb every day? I'm glad you don't. I'm glad you don't.

But what stops me? Your sense of morality? Right. All right. Anyway, so there was a big controversy this week and last week. Bloomberg and TechCrunch reported that Open AI apparently asked the Trump administration. No, this is true. They did.

They asked, not allegedly or supposedly, they asked the Trump administration to revamp Joe Byron's Chips Act, their tax credit, to lower the cost of developing AI infrastructure because currently it doesn't include anything involved with AI infrastructure. So they're asking to expand that, to revamp the tax credit. it to include data centers, servers, and grid components. But then last week at this Wall Street Journal Tech Live, in Napa Valley. In Napa Valley, the CFO of OpenAI, Sarah Fryer got her foot stuck in her mouth. And she said that the company wants to create an ecosystem of banks, private equity, and potentially a federal backstop or guarantee to help finance its deals. and that made every, all the headlines, all the headlines are.

Basically, OpenAI wants a government bailout. Yeah, if they need it, they want a government bailout in advance already. Right. They want the, they want a guarantee from the federal government that if they do all this, uh, spending for all these buildouts and it all amounts to nothing and they can't, they can't generate this revenue, then the, then daddy Trump will step in. The federal government is backstopping all of this for them. And if that were the case, if the federal government were the last line of defense, it would, because Open AI's big problem is that they don't have enough money and they need to get, that's why she's talking about this ecosystem of banks and private equity, they need to get money from all these different places. and what would really open up the possibilities would be if the government was the daddy, essentially. If Open AI is a teenage daughter with a credit card, the United States government is daddy making sure that, hey, no matter what you spend, honey, I've got you covered. Right, why not?

If you're going to go around asking for money and you're like, I don't know, this business model seems pretty fucked. And then they're like, yeah, but the government's going to back it all up. Okay. Yeah. It would drastically lower their borrowing costs. It would open up the floodgates in terms of who they could do business with. But she walked it back. She walked it back on LinkedIn.

She said, hey, whoa, whoa, I didn't mean it like that. I meant that the government and private enterprise, these companies need to work together. This is a matter of national security. We should all be pooling our resources. We should all be striving for this common goal. and Sam Altman also took to Twitter to second this. Let's pull that up. Oh, yeah, they were scrambling to walk this back.

I don't think I, man, it's so funny because they're like the first responses to this are like, I don't believe a fucking word you say to Sam Alton. I don't believe them either. I mean, she clearly said, look, and maybe she had a little brain fart moment. But she clearly said they're looking for a government backstop on this. Yeah. And now they are trying to change their tune because everyone freaked out and was like, are you kidding me?

I mean, as these people are defending all of these accusations that they're in a bubble, they cannot make this happen. You're looking at, depending on who you ask, a $1.2 trillion hole that you cannot plug. And then your CFO goes out and says, well, we just need a government. backstop. Because basically they've committed to over a trillion dollars of spending. Of spending that they don't have. And their revenues right now are like maybe 20 billion, I believe. But Sam Altman's like, we will get there one day. We're going to ramp things up. He even said actually, because I read through his whole shit, he even says at one

point um part of the reason why open a or part of the reason why chat gpt is limited in some ways is because we're preserving all of that compute power for the real big thing that we're going to be doing which is like enterprise and yeah i mean that is their big thing they rely on is the uh you know sure you guys are factoring this all in with uh individuals paying $20, but just wait till we start bringing in these enterprise contracts where people are paying us $20,000, $200,000 a month.

And when you contrast that with what China's doing, China, meanwhile, is open sourcing their shit. They want to commodify this and make it... They're racing to the bottom, which is really smart in many ways because it's kind of fucking all these they're essentially their competition by spending themselves into oblivion.

They have a bunch of different labs working on models. They're doing it the dirty commie way. Rather than... Free for everyone. Rather than one freak. Yeah. Letting it all rest on his shoulders.

Well, so he said, we do not have or want government guarantees. They said that he goes on to say he doesn't believe that governments should pick winners or losers and taxpayers shouldn't bail out companies that make bad business decisions or lose in the market. What he does want, what he does think is that the government

should have their own AI infrastructure. Yeah, but this is very funny because it goes, first, the obvious one. We do not have or want government guarantees. And then if you just skip down a little bit, the one area where we have discussed loan guarantees, okay, pal. Is this part of supporting the buildout of semiconductor fabs in the U.S. where we and other companies have

responded to the government's call and where we would be happy to help, though we did not formally apply. The basic idea there has been ensuring that the sourcing of the chip supply chain is as American as possible in order to bring jobs and industrialization back to the U.S. and to enhance the strategic position of the U.S. with an independent supply chain. Intel tried to buy, I believe it's called Tower Semiconductor, and Chinese regulators shut it down. and it would have really, really given us a significant leg up because Tower, from what little I did understand from reading this guy's blog last night, Tower Semiconductor has these, basically

these like manufacturing process kits. It's just, they have new ones all the time. And currently intels are dog shit. Intel is like the biggest domestic semiconductor fabricator in the United States, pretty much one of the only ones that's capable of even beginning to compete with the Taiwan semiconductor company, which is all the way in Taiwan. And they've got a monopoly on everything. So they can just keep raising prices and it's really bad business. So it's in, it is a pretty smart move on Trump's part, actually, to take an investment, to take a stake in Intel from what I understand because it's like Intel, Intel's the only thing we got right now. Uh, but anyway, yeah, the Chinese...

I mean, I also think, even if Open AI were to be asking for a backstop or a bailout, Mm-hmm. Trump does kind of have a vested interest in doing so. I mean, it's... If he lets them fail, at this point, he's completely fucked. Hey, everybody. We want to take a quick break to talk a little bit about cash app. You know, famously... I'm prone to getting scammed.

It's happened. I've been scammed. It's been known to happen. It has been known to occur. Yeah. And, you know, perhaps if I was a cash app user at the time, I wouldn't have fallen for this. But sadly, that wasn't the case. And security is everything when you're sending and receiving money online.

And you should really be prioritizing that. Right, Emil? That's right. when you get the cash app card not only do you get access to a ton of perks and benefits like exclusive early access to nationwide concert pre-sales or discounts on popular brands but you also have extra security with the power to instantly lock or unlock your card right from your phone in just one tap if a suspicious transaction pops up on your card cash app has your back by automatically declining the purchase and sending you a heads up to confirm if it's if it's you or not behind the scenes you can rest assured knowing your account balance is protected by 24-7 fraud monitoring. Spend with peace of mind today and order

a cash app card in the app or at cash dot app slash card. For a limited time, new cash app customers can earn $10 if they use code secure 10 in their profile at sign up and send $5 to a friend within 14 days.

Terms apply. Cash app is a financial services platform, not a bank. Banking services provided by Cash App's bank partners. Prepaid debit cards issued by Sutton Bank member FDIC. Discounts and promotions provided by Cash App, a Block Inc. brand. Visit cash.com slash legal slash podcast for full disclosures. So that's, yeah, I'm torn. I don't think that I do like the idea what Sam Altman's saying about the government having its own AI infrastructure, because currently they get it from Microsoft. They get it from Google. They get it from

who's the other big one. Who am I missing? Amazon. They get it from the hyperscalers. And those companies have their own government like fenced off, protected. This is just the government's cloud shit. But Sam Altman's like, that's not enough. They need to have their own dedicated thing and they should be building that and we would be down to help. And I do think that that's a noble goal, especially when you've got, especially when you've got like Jensen Wong last week, said China is nanoseconds behind us in the AI race.

So it all comes down to whether or not you believe these guys. I mean, I think that's the thing. I feel like they haven't proven that this is going to be the tech that's going to integrate in all of our lives. and be this indispensable thing. It just hasn't, it hasn't panned out that way. It almost feels like people have compared this, I think in defense of Sam Altman and Open AI, people have compared it to a couple different things.

You know, the internet obviously came about because of huge government expenditures that they were trying to build out. And then other companies, or private companies, not the government, decided, oh, we can build tech off of this. thing they've created you know GPS is a perfect

example where they were like the government's like hey we want to be able to shoot a missile at someone very far away or whatever we want to see what you're doing in your backyard system and now you have

private tech companies like Google who can you know you have Google Maps on your phone it can you can go anywhere you want you can get directions anywhere you want this is obviously a very different situation because this is not uh These are private companies being like, hey, we think we can build this thing.

They're proving that they can't actually do it themselves, and now they're asking the government to step in. And, you know, it's a big risk. It's a big ask. You're essentially asking, you're essentially trying to sell the government on like, hey, we think that this is going to be the next big thing that's going to change the world and change potentially our status in the world as the... Head honcho, all you got to do is, you know, it's going to take a lot of fucking money. And we can't do it ourselves. Right. And, man, I don't know what I would do if I was the government. Well, right.

And they're selling you on not the AIU, no, not the LLMs, not the chatbots, not, not SORA, not, they're selling you on AGI. Mm-hmm. If you don't do this, we're never going to reach AGI. China's going to do it first. China's going to have AGI. We're all going to be speaking Mandarin. But it is all so nebulous. I mean, even when you ask these guys, they're like medicines and stuff and like new sciences.

Come on, give us the money. Let's play the clip now of Sam Altman getting heated. This was... We talked about it briefly last week and we were like, you know, it was a little bit funny. But yes, I think with the context, this is a... Yeah, the context. This is a damning... With him being like, this is so important and all this shit and constantly, constantly,

every day talking this shit up and... And then when you ask him a question like this guy, we'll see what he says. Also, to be clear, this is a friendly... This is a friendly conversation. This is an investor. These are people who know him. And he's behaving like he just walked into the most hostile environment. Hanging over the market is, you know, how can the company with $13 billion in revenues make $1.4 trillion of spend commitments, you know, and you've heard the criticism, Sam.

We're doing well more revenue than that. Second of all, Brad, if you want to sell your shares, I'll find you a buyer. I just enough. Like, you know, people are, I think there's a lot of people who would love to buy Open AI shares. I don't think you want to sell. Including myself. Including myself. There's such a talk with a lot of breathless concern about our compute stuff or whatever that would be thrilled to buy shares.

So I think we could sell your shares or anybody else's to some of the people who are making the most noise on Twitter, whatever, about this very quickly. We do plan for revenue to grow steeply. Revenue is growing steeply. We are taking a forward bet that it's going to continue to grow and that not only will Chachapiti keep growing, but we will be able to become one of the important AI clouds that our consumer device business will be. a significant and important thing that AI that can audit made science will create huge value. So, you know, there are not many times that I want to be a public company, but one of the rare times it's appealing is when those people are writing these ridiculous open AI is about to go out of business and, you know, whatever, I would love to tell them they could just short the stock and

I would love to see them get burned on that. But, you know, I, we carefully plan. We understand where the technology, where the capability is going to grow, go and how the products we can build around that and the revenue we can generate, we might screw it up. Like, this is the bet that we're making and we're taking a risk along with that. What a baby. Also, that guy, I forgot how he does,

he asks the question, and then as soon as Sam Altman gets mad, he backtracks to. And when Sam Altman says, there are plenty of people who would love to buy your shares, I would buy some. Me, too. Yeah.

Yeah, at a $500 billion valuation. I think the biggest, if it IPOed, it would be the biggest IPO of all time. Right. And even then he drops, you know, and we don't know what that's going to do to science when they automate these things. Yeah. What's it going to do then? Tell us all. Yeah.

And how did you not, everyone is talking about how you are in a bubble. You are like everything around you. The walls are closing in. You don't have the juice and you don't have a canned answer for a friendly. Also, this is just the short clip. If you watch the whole thing, he logs off pretty quickly after this. And it's just like, I got to go. He's probably stressed as hell.

I'm sure he's. They've got too many ambitions. I'm sure he's extremely stressed. And to be clear, if I was Sam Altman, I wouldn't be able to handle it. Okay, I'd be, I'd be crying all the time. There'd be days I just, like, wouldn't get out of bed. They'd have to come and be like, Emil, come. on, you got to take care of Open AI.

It's like Elizabeth Holmes. I'm not, right. I don't know how. So I'm sure he's, I'm sure he's pissed and agitated. And it's not just this stuff, right? Like, they have so many lawsuits and the, the, the Elon Musk one just had depositions. Ilya, uh, Ilya Satskever did his, he had a 10-hour deposition, was talking all about how Sam Altman is this like lying, conniving.

he said Sutskever testified that from personal experience and documentation he'd viewed, he'd seen Altman pit high-ranking executives against each other and offer conflicting information about his plans for the company, telling people what they wanted to hear. The testimony paints a picture of a leader who could be a manipulative and chameleon-like in the relentless pursuit of his own agenda. The crux of Sutskever's issues was that Altman exhibits a consistent pattern of lying, undermining his executives, and pitting his executives against one another. Damn.

And that's just like, that's just these bullshit Elon Musk lawsuits that keep coming. It seems like every other week there's a new, there's a new person who died and the noose pulls their chat GPT records. And they're like, You got this. You can kill yourself. It would be freaking epic sauce.

If you put that gun to your temple and pulled that trigger, okay? There is nothing. this is not giving up it's giving in you gotta do it dude and like that is not a and sam mottman's like we're gonna put in backstops to ensure that this kind of thing doesn't happen again and um yeah we're actually working on our own phone right now god his fucking vocal fried that is not a that's not an exaggeration there literally was just one and uh at the end of last week there were seven new lawsuits filed against the company in california all of them alleging that chat GPT pushed someone

towards suicide or severe psychological distress. Yeah, so what happens when it's like we got the cure for cancer? All the models show that it works. It's killing yourself. It's just a bullet. It's just a bullet. Hey, everybody. This episode of the

Ben and Emile show is brought to you by booking.com. You know, I got to say, if you're one of those people out there who's trying to grow a vacation rental business, Booking.com is the place to be. It is one of the most downloaded travel apps in the world, and it's for a good reason.

Since 2010, they've helped over 1.8 billion sheesh vacation rental guests find places to stay. That's billion with a B. 1.8 billion vacation rental guests. Jeez, Louise. But here's the thing. Most vacation rental hosts don't even realize they can list their properties on booking.com.

And if you're not on the platform, your rental is basically invisible. to millions of booking.com travelers worldwide. After all, they can't book what they can't see, right? But once you start listing on booking.com, your property gets seen by a massive global audience of unique travelers. That means more visibility, more bookings, and more opportunity to accelerate the growth of your rental business.

And it couldn't be easier. You can register your property in as little as 15 minutes and nearly half of hosts get their first booking within a week. Wow. So if your vacation rental isn't listed on booking. com it could be invisible to millions of travelers searching the platform don't miss out on consistent bookings in global reach head over to booking dot com and start your listing today get seen get booked on booking dot com or like uh yeah i don't know some kind of drano something like also is there

a possibility that his own models are driving sam altman insane he's he's going he's getting drunk with power because he's interacting with his own models that are going like you're just one order of magnitude away. Don't listen to the haters. Yeah, we're close. We're close. You know, it would be epic telling them the government's going to step in and do it. Yeah, and watch them seethe and ride. And he's logging in and going,

everyone's saying it's a bubble and I can't find $1.4 trillion to spend. What should I do? Why don't you tell them if they're so worried about it, they can sell their shares? It reminds me of, you remember how

in the 60s and stuff, the supercomputers where they would take up an entire room. Yeah. That's kind of what we're dealing with here. They're essentially building that all over again, where, hey, the nature of this artificial intelligence currently is

that we just need as much of these fucking things as possible. And it's like, okay, wouldn't the laws of like Moore's Law and thermodynamics dictate that it's big right now, but Will eventually shrink down.

No, cover the country in data centers. I want data centers in Yosemite National Park. Make the whole park. It's where the good water is. Make the whole park a data center. Well, so they... Also, did you see, regarding that call? Did you see people, I saw a bunch of tweets pointing out that this kind of reminds people

of that Enron call, where the guy calls him an asshole for asking for just like... Proof? No, just very, he basically says, like, you're the only company, you're the only publicly traded company that won't offer these reports or whatever. And he's just like, ah, hmm. The only financial institution that can't produce a balance sheet or a cash flow statement with their earnings. Well, you, you, you, you, well, thank you very much. We appreciate this.

Asshole. But then he mutters under his breath, like, asshole. And it obviously just feels very similar. to this guy who's, it's clearly getting to him. Yeah, if you're constantly promising all of this ramping in revenues and massive, and you're relying on investments from these hyperscalers who at some point, I mean, they're cash printing machines, but there's a limit to that. It's not like they're making infinite money.

Yeah, I mean, and people, I don't know. It's probably my algorithm giving me things I want to see, because I obviously kind of root against this thing anyway, but it just does seem like there's like they're out of ideas a little bit. Obviously the erotica thing was very strange. Oh yeah.

Actually we, you can fuck them now. We actually changed our mind about that. Can you guys spend money on that? We need to ramp up revenues. And then I saw Katie Natopoulos wrote an article in Business Insider about how which, because you've talked a lot about SORA and how people you know

think it's just a fun toy and they're actually having a lot of fun with it. She said kind of the same thing, but she was like, honestly it wears off very quickly and I find myself not returning to the app that much and that seems to be a trend across the board. So even these things that they're like,

we're going to turn these on and people are going to be using these up. Yeah, it's a flashy toy but if you can't wow me beyond I saw a couple anecdotal things of people just generally about AI saying like I'm not really using it that much anymore. I know. I keep trying to integrate it more into things and I

I just, I, you know, and I download the, I download the desktop app. So I'm like, let me make sure I'm like, and I just, it doesn't, it doesn't grab me in the way I wanted to. I never trust it. It's got its handy things, sure. But yeah, I don't trust it that much. I've been burned by it too many times where I'm like, okay, you omitted this. Why didn't you do this? You're right. Sorry about that. Sorry about that. You got it. You're so smart. Are you sure you're not the computer? you should kill yourself. Yeah. Have you considered killing yourself? It is just such a shit. I mean, whatever. All of this.

Them even talking about a backstop without even getting these basic things under control. Yeah. Being like, hey, we made it so it's not going to psychologically torture you

or suggest you should kill yourself. But we would like a government backstop. Or even just a basic, just a basic like, we're going to start adhering to copyright law. We're actually not stealing everything. It turns out you cannot now just... Take Martin Luther King's likeness of voice and everything.

Recreate every Disney movie you've ever seen. There's like no concessions. They're just like, please build out this infrastructure for us. Yeah. Because without it, we can't do it. We can't... We literally can't spend enough money. Well, just to wrap up the infrastructure thing,

in an October blog post, that was where the secret... They called it classified Stargate, emphasizing the need for government data centers and infrastructure outside of the hyperscalers. He goes on to, they go on to say that they just basically want faster federal permitting and environmental reviews. They did make one good suggestion that I really liked, actually. They are proposing a workforce blueprint to connect all of the AI infrastructure companies with community colleges and, like, technical trade schools. through these AI hubs that'll train people for skills all around all of this infrastructure

I think that's a great idea we need you know we got an employment fucking people always need jobs why not get them in the get them laying cable and shit

and doing HVAC crap I'd prefer they cut the cables honestly get the guys out there to cut the cables my little brother's an HVAC guy he could probably go out there and make Buku Bucks. What are Buku bucks?

How do you spell that shit? Nobody knows. Well, so, and like I said, meanwhile, China has their shit open-sourced, and it's just a completely different thing over there. Also, people have been pointing to this... I can't find the actual thing, and people have been weirdly cagey about it.

People have been, like, where's the link on this? But I've seen multiple people cite it, this J.P. Morgan AI CapEx report. There's a very funny little quote from it because people have been screenshoting it. Was it off of Bloomberg Terminal where the screenshot? Does it look? Is that black with the orange type? No.

Oh, yeah. Okay. That's just like a... We'll put the screenshot in the thing. Big picture. They're talking about what these numbers actually mean, how they would actually start becoming profitable. Big picture to drive a 10% return on our modeled AI investment. through 2030 would require around $650 billion of annual revenue into perpetuity,

which is an astonishingly large number. But for context, that equates to 58 basic points of global GDP or $34.72 per month from every current iPhone user or $180 per month from every Netflix subscriber. How that is a portion between corporations, governments, and consumers is, of course, a long-term debate. But they're basically saying if they wanted to if they wanted to be able to hit these goals you would somehow have to be

getting every Netflix subscriber. Well that's if they are doing, that is if they are only relying on consumers. I believe. Yes, exactly. That's what I said earlier. There's people who are pointing out that yes, you guys are thinking about this $20

individual consumer. But what happens when you turn on the Enterprise Edition and you're getting $20,000, $200,000. But that is still a colossal amount of money. Yeah. And for a company that hasn't really proved integral to these organizations at this point, they just keep telling you at some point, science is going to change, man.

Yeah. And it's going to be like I envision a world where at some point, remember the Charlie Kirk quote, everyone kept pushing where he was like. you can't hit me with that gun that quote no where he was like I believe I just I believe that there's a there's a acceptable amount

of gun deaths oh right for the second amendment Sam Altman's going to come out and be like I just believe there's an acceptable amount of AI pushing you to suicide for us to have this cool new science oh man what is the number Sam how many

how many people are you willing Hey, everybody, we want to take one more quick break. You know, fall is in the air. Not quite here in Southern California because it was 80 degrees today. But I think that's the last one. I think that's the last one before knocking on wood there. You got back to school. You got busier routines.

The holiday season, shorter days. So finding time to cook a meal for yourself can be a little. tough. That's why I love me some factors. It's tasty. It's chef-prepped, dietitian-approved meals. They make it easy to stay on track and enjoy something comforting and delicious, no matter how hectic the season gets for me. It's incredible. They got more variety, more meals. You can choose from a wider selection of weekly meal options, including premium seafood choices like salmon and shrimp at no extra cost. Support your wellness goals. Enjoy even more GLP1 friendly meals and new Mediterranean diet options backed with protein and good for you fats.

You could savor global flavors for the first time. Try Asian-inspired meals with bold flavors influenced by China, Thailand, and more. We love China, Thailand, and more. So, eat smart at factormeals.com slash Bayes 50 off and use code Bayes 50 off to get, you guessed it, 50 off your first box, plus free breakfast for one year. That's crazy. That's code Bays 50 off at Factor Meals.com for 50% off your first box, plus free breakfast for one year. Get delicious, ready to eat meals delivered with Factor. Offer are only valid for new Factor customers with code and qualifying auto-renewing subscription purchase. Well, so with all this bubble talk, it is starting to have an effect because like in the beginning of that J.P. Morgan note, they're comparing it to the dot-com bubble.

how we all know that these companies are real and they have real cash flows and they have real revenues to backstop most of these big financial commitments they're making. But there is starting to become some doubt seeping in about the projected revenue growth and whether that really is enough to offset these tremendous, tremendous costs. Like efficiencies can only boost margins so much. And it's starting to give people a little bit of, it's starting to give these companies a little bit of second thoughts about, hey, how much money are we going to actually realistically shovel

into this fucking burning cash pile? Right. It's just, it's going to slow down, potentially. It's basically impossible. I mean, he talked about in that clip, Sam Altman talked about one of the reasons he did wish he was, they were a public company was because these things could happen and they could try to short the stock and we'd show them

ha ha ha ha you bet he would just manipulate he'd be putting out fluffy press releases left and right sure even if they go even if they go public though he's not going to raise over a trillion dollars no no way right yeah

do you think they will go public well there was that rumor that they were and then they squash that in the last week saying that they have no plans to. Probably because it would involve really opening up their books and showing everybody what they've really gotten, what they're... And then we could really have an asshole moment. Yeah, I mean, there is no doubt.

They are one of the quickest hockey stick pattern revenue spiked companies to ever happen in the Internet age. And membership rates, amount of people they've gotten on the platform. But that doesn't go on forever. That's the thing. It could be the fact that they just, like an airplane, They took off and took a way steeper ascent, but now are starting to potentially level off. It's not just going to hockey stick forever.

Scam, Altman. Speaking of SoftBank, which is the Japanese investment, basically think SoftBank is like the Japanese J.P. Morgan, essentially. Their stock is up 400% from April because they are one of the biggest investors in Open AI. It's basically a proxy for open... It's one of the only things you can trade other than like NVIDIA that directly is like an open AI. Didn't SoftBank just sell their stake in NVIDIA?

SoftBank didn't just sell it. They sold it a few years ago. We've got a clip of that actually. But so the guy at the helm of... We'll play it in a sec. The guy... Because I've got a link. The guy at the helm of it is Masayoshi-San.

didn't this isn't this didn't this just happen no didn't they sell it and um that's november 11 2025 no because he's we've got the clip where he said oh at one point he was the biggest yeah they sold some 5.8 billion so it's peanuts um fuck it let's play that uh they just so yeah you're right they sold their entire remaining steak but this is a clip of jensen huang and masayushi san from I believe it was last year. Go ahead. Bill Gates to Japan. It was Masa that invented or brought Jerry Yang to Japan. It was Masa that made possible for China's cloud industry to happen, Alibaba.

It was Masa that brought Steve Jobs to Japan and the iPhone. And many of you probably don't know this, but at one point, Masa was the largest shareholder of Vimidia. Yes. It is cute. It's okay. We can, we can cry together. Basically, it would have been worth, like,

$250 billion or something like that. Not that this guy individually would have had, but his company SoftBank. Yeah, that's got to hurt, man. Jesus Christ. I'm very curious to see what's going to happen with all this, though. I mean, I obviously, I don't trust the Trump administration to, I don't think they're forward-thinking enough to even get involved in a project like this,

or to understand. To successfully get involved in a project like this. I think they would make a lot of noise about how they're getting involved in like, we're the most technologically advanced, whatever, but it would end up being a bunch of fucking bullshit. Oh, yeah. By the way, so the reason I brought up SoftBank is because their stock, although it was up 400% from April, it recently just dropped down quite a bit about 20% because it's starting to wear. on investors, this idea

that Open AI might not be as invincible and infallible as we've been led to believe. And yeah, they're still shoveling money at them. So, I don't know. God, I would be shitting a brick, honestly, if I was

Sam Altman, I wouldn't be able to... Oh, yeah. And Masayushi-san is famously the guy who got scammed hardcore and lost a shit ton of money on Wiiworks. yeah he's not a very good investor he sold all of his invidia most of his invidia i wonder if there's a joke among uh you know tech guys like just go to my yoshi son masayoshi son yeah i'm sure yeah he'll do it he'll believe in anything he used to be one of the um

because the stock used to also basically track ali baba's uh stock but they sold all that too anyway do we talk about the the the robot you have a Chinese robot yeah

so there's this Chinese do you order one and put it not yet I want to it's got boobs it's got huge boobs

it's called iron so this company is called X-pang and they make they make EVs and they

just wowed everybody with this with this robot It's so realistic. Do you consider yourself loud? Oh, yeah. Look at the way it walks. Good, let's get the...

So here's the CEO speaking Chinese. I don't understand what he's saying. Well, they've, they've subtitles. Yeah, but... They walked a catwalk and it absolutely amazed everyone. The comment sections online were exploding. People didn't believe that it was real. People were saying, that's someone in a suit.

There must be a person inside. Here are some of the comments we saw online. All right, let's scrub through. Let's see if he, this must be a real human. Yeah, yeah, get to the part where it walks. They said, you have to help us prove that our iron robot doesn't have a human inside. So today, the robot team asked me, to film this video in one shot.

Alright, Iron, take a few steps for us. Yes, Master. You have you? It is sexy, man. It does... It... So it's got the... it's got a certain... It's walking like a... like a model. would walk on a catwalk.

It's got a very subtle movement to its hips that elicits a sexual arousal response in certain people. So let's cut through where they... They basically cut this thing open. They basically cut it open, and it screams in agony. To prove to you that it's not a human.

Yeah, it's got this mesh. That could be a human. Wow, look at that. All right, let's get out of this because it's very loud. They show that it's, yeah, it's basically, but it's got like, let's scroll down on this. I believe it says in here. I'd like to see this thing do something else than walk, though. Yeah.

Well, okay, stop right there, scroll up, just a wee bet. The system integrates three AI subsystems. Processing, where was it? Scroll down. It basically has a bunch of, um, it's got a bunch of, uh, gears and it's got the most gears and, and, and little motors than any current one on the market, which enables it to do these smaller movements that give it a more human.

Yeah, but don't you see, sweetie? This one has more gears than anything on the market. Uh, wait, scroll up. so Elon Musk gave it some props I guess and he said every company in the West is weak compared to um compared to his fucking optimist shit uh what's clear is that the competitive dynamic has shifted the humanoid robot market is no longer a speculative research domain it is an industrial race with visible finish lines and the competitors with automotive DNA Tesla x-bang and perhaps a handful of others have pulled decisively ahead musk's comment wasn't a concession of defeat it was recognition of the race is now a two country sprint and the outcome is far from certain you know

whose stock has been rallying recently as rivian really yeah they're now the cool they are what tessla was like seven years ago in terms of like cool factor i would much prefer one of their cars oh yeah and that's not just because elon musks uh a dick at wow 18 bucks did they Well, I mean, it's a $21 billion company. What? Yeah, but when they IPOed, it was like... It was like $100 billion. It's like $120.

I do think they... I do think some employees even might have sued them. Really? Yeah. For what? For like misrepresenting the... Oh. Their shit.

You misrepresented those shit, man. What the fuck are you doing, man? Well, the round it out. The government shut down is over. The fucking Democrats caves. Incredible. They're trying to spin it and say, oh, no, this is actually a good thing for the Democrats.

This is a winning thing for us because we're going to get to vote again on health care and we're going to get to try this again in January, dude. Shut up. Yeah, no, this couldn't have been a worse. What a flub. This couldn't have been a worse. outcome. Everybody was pissed at Trump. Everybody was pissed at Trump. His ratings were in the

toilet. Yeah, it's funny. I talked to David Dayan from the, from the America prospect, and we were kind of talking about how the, I was saying I was worried that the Democrats were only making this about health care and not all of these other things that they could have done to rein in Trump's power. And so, So I was worried they were going to win on the health care stuff and completely lose on the reigning in his power stuff. And they were going to sell this publicly as a win, but then let Trump do whatever he wanted with this huge executive grab. Instead, my like worst case scenario would have been a dream. This is unbelievable.

You cannot underestimate how stupid the Democrats can be. I mean, it is just a week. It's unbelievable. Also, this comes a week after Democrats blew out Republicans in this off-year election. People were just widely rejecting Trumpism and being like, we've got enthusiasm about this. We can do it. We can move on this. He's throwing a fucking, what do you call that ball?

And they just said, great Gatsby ball. What if we just did nothing? Yeah. What if we got nothing? What if we shut down the government for nothing? Would that, would people like us then? Yeah, it's like for once, the whole country seemed to understand, no matter what Trump says, it's not the Democrats that are, even though, yeah, the Democrats exerted their, what little power and what little levers they could pull. With control of Congress, the Republicans were, are able to end the filibuster. They could have ended this at any time.

This was just It's unbelievable I mean it's like It's watching some of these things Watching Jeffries Hakeem Jeffries come out And then being like So you got nothing

And he's like We live we live to fight another day And it's like whoa dude John Farterman John Farterman was like Where's my hoodie I mean Where's my hoodie

It's where I derive all my power from It's unbelievable I'm confused. I don't know what that was. Well, so air travel could take, like, a week to get back to normal, because now all of these airlines got to reopen all the flights that were canceled and stuff. We'll see. I also just, I mean, I can't get over it.

You look so stupid. Yeah. Like just you saying the airline, I mean, if you had a delay, I mean, now Trump just gets to go because of these selfish Democrats. And I saved you. I restored, if you're going to be able to fly to see your family over Thanksgiving, that's because I did that. Well, they did also introduce the 50-year mortgage, which it's really interesting to see them. bending over backwards to justify this. A 50-year mortgage is fucking so depressing and psychotic.

Yeah, sure. Your monthly premium would be lower, but, well, this is a different post, but, yeah, your monthly premium would be lower, but over the course of 50 years versus 30 or even a 15-year loan, you're paying so much in interest. It's like you're just beholden to the bank. You're, the bank is, you are the bank's bitch. Not to mention, if you buy a house at 30, it's not going to be paid off until you're 80. Yeah.

Yeah, that too. And by the time, yeah, it'd be like a $500,000 house. Where? I don't know where you get that. Well, that's very west coast of us or me. But $500,000 house over the life of a 50-year loan would be like, you'd be spending like 1.4 million or something million. You'd almost be paying a million dollars just in interest. It's just...

But yeah, your monthly payment would be lower. Great. I don't know. This is a... It's just part of a big push. I think this stuff is a response to last week's elections where the whole thing all across the board was affordability, affordability. And then all of a sudden, Trump and right-wing people started talking about affordability.

Vivek Ramoswami came out and was like, we need to be hammering affordability. One of his advisors, James Blair, came out and was like, you're going to see us talking about affordability a lot. And this is, he's going to be pushing it. Well, and then he, on that truth that we just had pulled up, he also, Trump just the other day, suggested that all, except for the most wealthy, record investment in the USA,

plants and factories going up all over the place, a dividend of at least $2,000 a person, not including high income people will be paid to everyone. What does high income mean? I want to know if I'm eligible. I don't know if I'm eligible. What are you going to do with your $2,000? I don't know.

Fucking gamble. Gamble. I'm going to gamble, baby. I'm going to gamble. By the way he's doing this. No, because I mean, it would inflate us again. We'd get more inflation. Did you see the Joyce Carol Oates take down of Elon Musk? Yes.

I mean, we at least get one. I mean, she's been kind of... I mean, we brought up that bangers thing. The bangers thing better be full of Joyce Carol Oates tweets because she's had so many. I'd like to read this about... So this author, Joyce Carol Oates, wrote the following about Elon Musk.

She says, So curious that such a wealthy man never posts anything that indicates that he enjoys or is even aware of what virtually everyone appreciates. Seans from nature, a pet dog or cat, praise for a movie, music, a book, but doubt that he reads, pride in a friend's or relatives' accomplishment,

condolences for someone who has died, pleasure in sports, acclaim for a favorite team, references to history. In fact, he seems totally uneducated, uncultured. The poorest persons on Twitter may have access to more beauty and meaning in life than the, quote, most wealthy person in the world. Ooh. Yeah, pretty brutal. Ooh. It's such a, I mean, sure, he's probably, he's posted about video games and stuff, but it's funny because now all of a sudden he's posting about movies.

I love this movie. That movie's great. That's a great movie. I actually understand all kinds of cool stuff. I understand what's nice. It's very funny. She's got a great point. He really doesn't seem to be enjoying life. And it's very sad. And it says a lot that at this point, I don't give a fuck that Tesla wants to offer him a trillion dollar pay package. Fine. Go ahead. It's not taking any money out of my pocket. Tesla shareholders want to do that? Go ahead. It's unclear what will happen first. If he'll hit that trillion dollar pay package or if Grock will tell him to kill himself. Wait, wait, wait. I love this. Scroll up that quote from Gita Chari. Expand that. Yeah. I know from following Elon Musk that he loves his. kids and is proud of them, likes dogs, has quoted from The Godfather, has quoted from Hitchhiker's Guide to the Galaxy, has been encouraging Gad Saad to hurry up and finish his book so we can

read it, has studied the decline and fall of civilizations and is keen that to repeat the mistakes of history, is full of wonder at the universe. I think his achievements in across multiple fields of engineering are truly extraordinary, robotic, self-driving vehicles that super safe electronic interfaces to the brain tunneling artificial intelligence space travel satellite communications what is incredible is this enormous output in every field he's in ah fuck you I don't give a shit

she's been whatever Gita she's been quote uh Joyce Carolitz has been quote tweeting and um just posting absolutely bangers about Musk and it's clearly getting under his skin but someone someone replied to her and wrote wherever he goes he wants to leave South Africa Canada ultimately the US

in the long run based on his behavior this also includes Earth a continuous disavowal of your home is odd, to say the least. He seems to have no capacity for a normal level of appreciation. And Joyce Carol Oates quote tweeted and said, wherever he goes, he wants to leave. That's because when he gets there, he's brought his own self along.

And whatever club he's invited to join has been devalued by the invitation. Oh, boy. Okay, folks, that about does it for us this week. Won't you join us in the bonus? You never know what's going to be happening in there. You really do never know. we're going to be talking about just we're going to why don't you go in there and find out why don't you eat up and we'll tell you once you eat up and we'll tell you ben and amelso.com

coming up on this week's episode of ben and amel show.com great thing they give us these big old green compost bins right I'm getting to it I'm explaining what these are they did it they got they got compost bins the city is giving everybody a compost bin this but it's so fucking hot in here is it already hot should we turn back on the AC. All right, let's go for it. No, no, no, no, it's okay. We deserve to be punished. I will get up then. Let's turn it on. Let's turn it on.

The city I live in. The piss and the poo poo. Cucumber. Yeah, but a cucumber's got to have more than five calories. It's a slice of a cucumber. No, it's a spear. It's a half of a cucumber. Yeah, it's a.

So a whole cucumber has 10 calories. Fuck you, nature. That's fucked up to me. A cucumber should be 200 calories. Doesn't celery have negative calories? It takes you more effort to chew it and swallow it? I don't know, but I hate that. Yeah, it contains approximately five to six calories.

That's extremely annoying. Why? Oh, God. Calories are the Rachel's Senate of vegetables. Wow, you've turned on her so quickly. Wow, people are saying she's been doing this so long. She could have just actually gone to undergrad and law school. Yeah, but then people would be bothering her.

But no, you couldn't, because it's, well, I guess one more year. Yeah, she'd be almost done with law school at this point. Kim, reach out. I'll move in. I'll move in with you. Reach out to me, too. I'll just. Calabasas.

I'll make sure that you're not on your phone and you're doing. Yeah, he's got to come to. He's the guy who makes sure you're not on the phone. I'll make eggs. I'll make eggs for you. I make really good eggs. No, she must have, like, live in. Yeah, but I can make eggs.

I'm not eating your eggs. I'll make eggs. He'll help you study. I'll make the eggs. The deal's done. She famously loves eggs. The deal's done. No, no, no.

I'm included. If he's making the eggs, the deal's done. All right, mea culpa, mea culpa.