The Ben and Emil Show - BAES 140: Why Are So Many AI Researchers Quitting?

Episode Date: February 19, 2026

Elon Musk is rapidly losing founders and engineers at his precious little xAI. And he's not the only one: OpenAI and Anthropic have also lost key players, whose resignations are worded ominously to sa...y the least. But hey, at least Chinese robots are coming to snip our butts, right? Also this week's bonus episode is pure goofy chaos. Support us and get bonus content, ad-free versions and more plus your first 7 days free at https://benandemilshow.com ***THE SOUTHWEST COMPANION PASS IS BACK GET IT HERE: https://www.cardratings.com/bestcards/featured-credit-cards?src=691608&shnq=520080,4028088,4048122,4028085,3006151,4048149,4028089,4048084&var2= The newest acid video is out now so check it out! https://youtu.be/7vkFY3f5kkw WATCH THE LATEST EPISODE OF EMIL'S NEW SHOW! https://www.youtube.com/watch?v=PHG9iIjhXvI OUR NEW CREDIT CARD SITE IS LIVE!!! Go get that AMEX personal card before it's gone! 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 our TOP MOVIES OF 2025: https://youtu.be/tbC-cMqcby8?si=tO0NK0PmpN2187ir **CHECK OUT EMIL'S LIVESTREAMS HERE: https://www.youtube.com/emilderosa __ SOME OTHER VIDEOS YOU MAY ENJOY: That's Cringe of Cody Ko: https://youtu.be/dTbEk0pVh2w Our AUSTIN VIDEO: https://youtu.be/yGSs56bFzRU Our episode with Kyla Scanlon: https://youtu.be/cIHWkY35cuc Big Tech is out of ideas (ft. ED ZITRON): https://youtu.be/zBvVGHZBpMw Arguing with a millionaire (ft. Chris Camillo): https://youtu.be/1ZUWTkWV_MM We bought suits HERE: https://youtu.be/_cM1XqA9n2U ***LINK TO OUR DISCORD: https://discord.gg/CjujBt8g ***Subscribe to Emil's Substack: https://substack.com/@emilderosa ***Trade with Ben at https://tradertreehouse.com __ FABRIC: Apply in minutes to help protect your family at meetfabric.com/BAES with promo code BAES. FACTOR: Head to factormeals.com/baes50off and use code baes50off to get 50% off and free breakfast for a year for new subscribers. HIMS HAIR: For simple, online access to personalized and affordable care for Hair Loss, ED, Weight Loss, and more, visit https://Hims.com/BAES for your free online visit. __ Follow us on instagram! @ benandemilshow @ bencahn @ emilderosa Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript
Discussion (0)
Starting point is 00:00:00 There were a spate resignations. Think over 11 employees have left X-A-I. Yeah, I think at this point there are only six of the 12 original co-founders left at X-A-I. Just these people who, like, graduated from Oxford and are just dedicated to the craft, just going into a meeting with Elon Musk being like, yeah, but how do we make it based? Anyway, you had Anthropic, their head of Safeguards research just resigned. His bio says he's a poet in a research. It is clear to me that the time has come to move on.
Starting point is 00:00:32 I continuously find myself reckoning with our situation. The world is in peril, and not just from AI or bioweapons, but from a whole series of interconnected crises unfolding in this very moment. By the way, this guy has footnotes in his two-page letter. If you're going to do this, get specific about what you saw. You know, if you're so worried about our interconnected crises, hit me, hit me with it. But he gives us absolutely nothing. He's going to put out a poem that's like Rosa,
Starting point is 00:01:00 violence are blue. AI is scary. And you should be too. And it's scary too. You're scary too. That was bad. Let it count down. 8.
Starting point is 00:01:35 8. And we're back. It's been a while. It's been a while. It's been about a week. About a week because Ben, he told me before this, I don't know what happened.
Starting point is 00:01:55 he came back from his shooting the ad in Mexico City, and now he's like, we walked in, he told me not to look him in the eyes, and I can only call him, sir. So. Which is funny, because I might not even end up being in the final cut of this commercial. I was all pumped.
Starting point is 00:02:11 I'm like, yeah, man, I'm the main guy. And then I show up and shoot a couple different things, and then they're like, all right, go home. And I said, in sitting up. How did you know you weren't the main guy? How did I know that I wasn't? Yeah. because I was only shooting for like, my call time was 7 a.m.
Starting point is 00:02:28 We started at like 9 and then I was wrapped at noon. Three hours? Wow. Get out of here. They flew you all the way down there for that. Well, if they don't end up using me, then I only get paid for the, you know, it hardly cost them anything. It costs them, I don't know, what, two grand to fly me out, put me up, fly me back.
Starting point is 00:02:48 And the day rate of, you know, 500 bucks or whatever it was. Where I come from, three grand, that's a lot of money. Yeah, where I come from, we wipe our butts with three grand and go, Oh no, why did I wipe my butt with three grand? I needed that. Ad budgets are insane, though. That's where... Oh, I know. That's where all the money is. Especially Moulson Coors.
Starting point is 00:03:07 Because these big companies are just going, it costs how much? Okay. Yeah, fine. Whatever. Put it on petty cash. I always loved that petty cash. They call it... It means nothing to them so much that they call it petty. They're like, don't be petty. It's only three grand. Petty cash. I remember the very... The very first commercial kind of thing that I helped out on, I was like 18. My buddy Shane was like, hey, you want to help on this thing? You can make 200 bucks.
Starting point is 00:03:31 He said, okay. And I drove all the way to Burbank on like a Saturday morning. And it was for one of the very first, they were pioneers. I got to say, strip poker. What are you talking about? Stripp poker. They were filming it for an app. It was going to be a strip poker app like at the dawn of the app store.
Starting point is 00:03:51 And it was a Playboy model. and they had her standing on a mirror and they were just having her strip off one piece of the time like ten different outfits. And my job as the PA was to stand just off the side and catch them.
Starting point is 00:04:06 And I did not get hard. No, that was his job as the PA. Just say, hey, stand there and don't get, don't get around. It gets hard for not going to pay you. But then I had to then I had to return all of the underwear and lingerie and stuff
Starting point is 00:04:20 to target to get the cat. Oh my God. And I just felt like such an idiot. I was like, I need return all this. And I didn't get hard, by the way. I didn't get hard. Anyway,
Starting point is 00:04:32 Hey, gang, we got a great episode for you today. We're going to be talking all about these Chinese robots that are going to come kill us all, as well as... I'm ready for it to kill me.
Starting point is 00:04:40 I want to be killed by the Chinese robot. How do you want it to smash you in the head? Do you want it to do a karate kick? No, I wanted to like rip my arms and then beat me to death in my own arms. And then do like a flip or like a dance with it? Or do the Fortnite thing? with your arms.
Starting point is 00:04:54 Make it fun. Yeah. I think I'd want to get a roundhouse kick with the heel. I wanted to be creative because I want to know in my last moments that like, wow,
Starting point is 00:05:03 the AI really did get there. I can feel like the robots thinking for himself on this one. It's not just a list of moves he's doing. I want it to feel... He really hates my guts.
Starting point is 00:05:15 Maybe it'll crush me to death with a hug. It'd be kind of cool. I love you and it's crushing me and I'm going, please, Jenny's robot, please. you love me
Starting point is 00:05:24 so we're going to be talking about that and all these all these resignations from AI companies people do be resigning and we'll tell you why but before we do all that if you ask Elon Musk they're getting fired
Starting point is 00:05:39 they're getting fired you can't resign you're fired and I think that Tesla is about to absolutely have really bad diarrhea into the capitalist toilet the capitalism toilet. I mean, it seemed that way for...
Starting point is 00:05:55 And I'll talk about why. It seemed that way for so long that it... I mean, I have a similar... Looking at all these numbers with their sales and everything, and... But I go, you sound like a fucking idiot. It's like with the Bitcoin.
Starting point is 00:06:09 There was a guy who commented on our last episode, like, which I'm with him. And I think we called it out in the episode of like, fundamentally, like, yeah, none of this makes sense. Bitcoin's going to die, whatever. but we said in the episode, but it always comes back. And a guy was like, how many times have I heard you say this? I'm like, I know.
Starting point is 00:06:30 I don't know what you want to do. Nothing makes sense. I will say why I think it's different. Yeah, yeah. We'll get it to. Sign up at Ben and Emile Show.com, and you can do part of the Q&A. We're going to be doing the Q&A again.
Starting point is 00:06:43 Going to try to keep on track with that. And also, we're going to have some exciting new stuff to announce to later. We'll do that. But hey, guys. But why we have you. Big, big, okay, huge. Huge. Last year, a bunch of you took advantage and got the Southwest
Starting point is 00:06:59 Companion Pass, and I just want to share it with you again because the Companion Pass is back. And it's going away soon. It's going away. If you go to thecreditcard list.com, it'll be up there. And there's, so I already got a ton of DMs asking about this. Okay, so what is the companion pass? First of all, it's very cool.
Starting point is 00:07:18 It's basically buy one, get one free flights with Southwest. If I chose a meal as my designated companion and I buy a ticket to Hawaii, boom, one extra free ticket, no strings attached, that's it. So if you have a partner, a wife, a girlfriend, a boyfriend? First of all, good for you. Yeah, we're happy for you. Yeah. But now you're flying Bogo.
Starting point is 00:07:39 You're flying Bogo, and it's good for an entire year. It's good until you could do it every single effing day until, let's see, February 28th, 2027. But some people asked me, hey, I already have a side. Southwest card, am I eligible for this? Yes, because it's available on two different cards. There's the Southwest Plus card or the priority credit card. So if you've got the priority, apply for the plus. And if you've got the plus, apply for the priority. And you've gotten either. You could do it on either of them. Yeah. And you get bonus points too. So if you, let's see, on the plus, it spend three grand in the first three months. You get 20,000 bonus points. And you get the
Starting point is 00:08:18 companion pass. On the priority one, it's spend, let's see, what is that? Five grand in the first three months. You get 40,000 bonus points and you get the companion pass. Normally, the companion pass is very hard to earn. You have to spend a lot of money or fly a lot of times. You have to hit like 100,000 points or something like that before it'll kick in. So it's pretty good. And then also there's another limited time offer. If you're a Delta head, you get 70,000. bonus miles when you spend three grand in the first Oh yeah, the Delta AMX is pretty good right now. Delta AMX is pretty good.
Starting point is 00:08:56 Yeah, within the first six months, you can get up to looks like 90,000 points. I do have to say Delta's the best airline. Delta is the best airline. I've tested this now. Oh, I'm so pissed. I was going through old emails and I had a travel voucher for American Airlines
Starting point is 00:09:15 from last year when they bumped me down to coach. and they gave me a $500 travel voucher. It just expired. And I just missed it. 500 bucks had gone. Down the toilet. Down the toilet with yesterday's diarrhea. You got to use the travel vouchers.
Starting point is 00:09:30 You got to use them. So anyway, folks, I highly encourage you to... America Airlines is annoying, too. Their points expire, which are like the only ones in the... Yeah, that is annoying. Tacky. It's like, let me use it. It's unattractive.
Starting point is 00:09:41 No. Not cool. I've been using that a lot lately. Because it's from toward the end of Breaking Bad. I think it's the second to last episode, the Neo-Nover Nazi is like, what's with all the greed here? It's unattractive. And it's just such a funny line from
Starting point is 00:09:54 from a neo-Nazi to say greed is unattractive. He's got a point. He does have a point. You don't absolutely have to hand it to him, but the neo-Nazi was right. He was right. Okay, let's dive right in, shall we? So, Elon Musk,
Starting point is 00:10:10 King's shit of Fuck Mountain. You ever heard of him? Yeah, you ever heard of him? He's the guy who looks like, I don't know, he kind of looks like a pig. doesn't he? I always call him the guy who swallowed a barrel. We've all seen the body. We don't know quite how he did that.
Starting point is 00:10:26 But if he's one thing, it's an innovator. Yeah. And the body mods are absolutely insane. I do like it when he launches rockets. You like it when he launches rockets. You can see him here in L.A. It's really cool. Yeah.
Starting point is 00:10:39 The first time I saw one, it really freaked me out because it leaves that weird trail. You go, that cannot be good. What is that? Absolutely mind-boggling. that there are still people here in Los Angeles who will post on social media. What is...
Starting point is 00:10:54 Did anybody see this in the sky? What is it? And it's like... Is this your first time? It is alarming when you see it, though. If you don't know what it is at all. But they've been doing it for years. Okay, what if they just moved here?
Starting point is 00:11:07 Even if you haven't seen it in person, surely you've seen a picture of it. Yes. Well, maybe they haven't. And they're just like, what that? I'm with you. It's freaky.
Starting point is 00:11:18 Go ahead. Ask what it is. There's a lot of morons out there. Don't be afraid to ask questions. I remember one time in Pop Warner football, I was probably nine years old or something like that. And the football coach said, and we're all, we all take a knee. And he's like, and you guys can ask any question you want.
Starting point is 00:11:36 This is a good opportunity. There's no such thing as a stupid question. So just ask away. If you have any questions about the game of football, and this kid just raised his hand. And was like, you know how when you're watching football at home and they got the yellow line on the screen
Starting point is 00:11:53 how do they move it so fast and he just goes Joey take a lap that's the stupid smoking question Oh man he ruined that kid's trust That was how it all dude It was all like Very New Jersey
Starting point is 00:12:10 It was all psychotic like Italian men as our coaches It's the dumbest thing I ever heard. Yeah, I had a soccer coach who would just turn red. He just was, pass the ball! We'd be running, and they were grown men, so they were faster than us. And, you know, if we were running lapsed too slow, they would run behind us and push our backs. And you're running as fast as you can because then you just can't help but just topple over into the ground.
Starting point is 00:12:40 Hey, everybody. We want to take a quick break and talk about something very important, man. It's life insurance. You know, I've been putting off getting life insurance. And I don't know about you. If you've been putting it off too, there's no better time to do it than now. Because over two-thirds of Americans overestimate the cost of life insurance. It's way, way, way more affordable than you think. And fabric by Gerber Life makes it so quick and easy to make sure your family has more financial protection this year. We've all been putting it off. But Fabric by Gerber Life is term life insurance you can get done today.
Starting point is 00:13:17 made for busy parents like you, all online on your schedule right from your couch, you could be covered in under 10 minutes with no health exam required. If you've got kids, and especially if you're young and healthy, the time to lock in low rates is now. Even if you have life insurance through your employer, it may not offer enough protection for your family, and it may not follow you if you leave your job. Yeah, that's right.
Starting point is 00:13:42 And there's no risk. There's a 30-day money-back guarantee. You can cancel it any time. they have over 1,900 5-star reviews on Trust Pilot with a rating of excellent. They've also got free digital wills, tools to invest in your kid's future, and more all right from your phone. So, join the thousands of parents who trust Fabric to protect their family. Apply today in just minutes at meetfabric.com slash bays. That's meatfabric.com slash bays.
Starting point is 00:14:10 M-E-T-Fabric.com slash B-A-E-S. policies issued by a Western Southern Life Assurance Company not available in certain states, prices subject to underwriting and health questions. Well, Elon Musk is pushing the proverbial backs of his X-A-I employees. That's for sure. How do you like that transition?
Starting point is 00:14:27 I really like that. There were a spate of resignations these last few weeks. I think over 11 employees have left X-A-I, 11 engineers and then two co-found two more co-founders. Yeah, I think at this point there are only six of the 12 original co-founders left at XAI. And they said that they are, all of them pretty much said that they're starting something new. And very weird timing.
Starting point is 00:14:58 I mean, it's all like kicked off February 6th. You have the first one with Ayush. Don't try. I know. They're all very foreign names. Respectfully. Yeah, yeah. But it's like, I'm looking at it and I'm just sweating.
Starting point is 00:15:13 It's February 6th, you have I.S. Jawswall, the first engineer. I.S. Jawswald? No. I got his rookie card. The very next day, Shian, Sally. Yeah, I got the holo foil of that one. Yeah. Two days later, Simon Jai. Dude. A day later, a day later you have two leaving, Simon Jai. Uh-uh, who goes by Tony as well, Wu.
Starting point is 00:15:35 Wow, you got a veritable who's who in the Ophemy. 10th, you have literally one, two, three, four, five people jumping ship. Yeah. And that's just, they just keep going. They just all keep leaving and they're doing various things, whether they're saying, we're starting our new, we're starting our own thing. It stinks like shit in the office. It stinks like shit in Elon's office.
Starting point is 00:15:57 Man, I'm so glad that I don't work in an office anymore. Because every single office these days is the same. And my friend Matt Grippy just made a TikTok about it, talking about how, you can have such a modern setup. It's a beautiful office, no matter where you work, beautiful office. Open layout, or maybe it's cubicles, or maybe it's independent little offices, catered lunches, all the free seltzer and Diet Coke you can drink, ping pong tables, video games, TVs, blah, blah, blah.
Starting point is 00:16:24 But then the bathroom situation is always the same. It is dead quiet in there, and you hear every last fart and ass blast from your bosses and your coworkers, and it is the most uncomfortable thing in the world. and it's like, did human beings not design these bathrooms? Well, how would, tell me how you would design it. I would have, like, music playing, number one. And I wouldn't have stalls that are just, I would have, like, very lush stalls that close and there's no cracks.
Starting point is 00:16:53 There's no cracks. It goes all the way to the floor, all the way to the floor. So if you're, if you're making butt noises in there, or it would just be a ton of, like, foam sound blocking. I think you're too caught up in your own. And you know what I would do whenever I had to go? I would just plug my ears. Like, all right, I got to go.
Starting point is 00:17:12 And I don't want to feel embarrassed about my own sounds. And I don't want to hear them reverberating. So I'm just going to plug my ears and let it loose, man. I don't even think about it. I'm just in there. Of course you don't. You're normal. I'm letting it rip.
Starting point is 00:17:23 Yeah. Anyway, so part of the reason is there's still a bunch of controversy over grok in the X-rated stuff. And in fact, they're French. X is French. I can't believe I called it X. but their French offices were rated last week. And there were some anonymous sources told the verge that they were disillusioned by XAI's focus
Starting point is 00:17:48 on just stupid shit, like Grock image generation kind of stuff. Mecca Hitler. Yeah. God. And XAI's disregard for safety, that's a big one. A lot of them, a few of these anonymous sources
Starting point is 00:18:06 we're saying that Elon just doesn't give a flying fuck about safety or guardrails because it's in the spirit of catching up and also in the spirit of free speech. That is a big thing I was thinking about when it's very funny because it's not just XAI. There have been some high profile exits. There was a woman who left and did a op-ed at the New York Times. I think she was open AI and she did her old op-ed talking about the ads, which we can get it. No, she was talking about the erotica. no, this one was talking about the ads. Oh, okay.
Starting point is 00:18:38 There's a different one. And then there was obviously the anthropic guy who was talking about leading for poetry and stuff like that. But they talk about their own background. And it is very funny when pretty much all of these people have PhDs. They're extremely educated. And then you just have to deal with like I imagine being at Anthropic is probably nice for a lot of these people. They seem like the most serious ones and genuinely.
Starting point is 00:19:05 somewhat dedicated to being safe and advancing this thing in a responsible way, but just these people who, like, graduated from Oxford and are just dedicated to the craft, just going into a meeting with Elon Musk being like, yeah, but how do we make it based? And you're like, you know, I got to go. I'm doing poetry. I can't fucking deal on this. It's got to, I got to talk to my friend who worked at X and, because he's no longer there. He hasn't been there. I think he resigned a year ago. And I got to get the scoop from him because I'm sure that he had worked with, that's interesting. My agent just called me.
Starting point is 00:19:45 Maybe I got put on hold for another effing commercial. He's got to go back to Mexico City. I did one. I had a call back today for a sports betting app. People are going to probably give me shit. Anyway, but yeah, I agree. It's got a, ugh, just what a awful feeling to have to answer. to that guy of all people.
Starting point is 00:20:07 And you know that he's just unrelenting in what he demands of you both in the hours that you put in and throwing ethics by the wayside. Yeah, I'm curious, I'm curious what your friend would have to say. There's obviously the reporting about, especially at SpaceX where
Starting point is 00:20:26 basically Elon's presence was this would basically be have to be kind of fenced off by his high profile hands. who are basically like, don't let Elon make an insane decision and fuck everything out. Whoa. I believe that. Yeah. And then the last thing that these insiders were saying was that they felt like they were stuck in a catch-up, just forever catch-up because they were late later to the game than Anthropic, than Open AI, and that they're just, they're not doing anything fundamentally
Starting point is 00:20:57 different than their competitors. They're just copying them, and they're a year behind. Zero safety. and apparently a lot of decisions about what to ship happen in a company-wide group chat with like everybody in the company where I think they've got about a thousand employees I would have, I would be such a terror in there. I'd just always be tapping on, tacking on, you know. We said it earlier in the episode,
Starting point is 00:21:22 but Elon is insisting that these were not resignations but rather people who were pushed out of Oh yeah, he was out of the company because they just did not fit. Um, actually kind of. Yeah. Because we've reached a certain scale, we're organizing the company to be more effective at this scale. Yeah.
Starting point is 00:21:40 And actually, when this happens, there's some people who are better suited for the early stages of a company and less suited for the later stages. And he added, we're hiring aggressively. And he said, join XI if the idea, XAI, excuse me, joined XAI if the idea of mass drivers on the moon appeals to you. Okay. So this is what this is. Does that appeal to you? Does mass drivers on the moon appeal to you? What is mass driver? What is a mass driver? I'm going to Google that. Mass driver. Is that a thing? A mass driver or a let... Oh, it's an electromagnetic catapult. And it's a proposed method of non-rocket space launch, which would lose a linear motor. Use a linear motor to accelerate and catapult payloads. Does that appeal to you?
Starting point is 00:22:27 That does appeal to me. Does mass drivers on the moon appeal to you? So in other words, he's now trying to say that X-A-I was just absorbed just like that by SpaceX, that they're going to be building all kinds of shit on the moon. And I got news for you guys. It ain't going to happen. It is. So in as much as we doubted that a lot of forever Trump people would ever, ever, ever, ever turn their backs on him or disregard him or disavow him or whatever.
Starting point is 00:23:04 We're finally starting to see cracks in that. You think? Oh, yeah. That Sean McGuire guy just put out like a three... He's a podcaster. Oh. Big, big, big, big podcaster. I don't know if I know.
Starting point is 00:23:14 Like eight feet tall. He's huge. I don't know if I know. 700 pounds. He's like a big right winger. Uh, yeah. Well, kind of. You're more into that space than me.
Starting point is 00:23:23 Me? You don't watch any of this shit. Oh, no, not him. Not him. Sorry. It's another guy. That guy's the scariest guy in the world. This guy is terrifying.
Starting point is 00:23:31 But it's a different guy. Sean something fuck god damn it Sean this is the VC guy who's always like we should just kill wages or whatever yeah Sean Ryan
Starting point is 00:23:42 Sean Ryan you would recognize him yes this guy I don't know if I know this guy you had to have seen he's got five million this guy boy look at him as a sailor
Starting point is 00:23:54 what a cutie patootie don't you just want to pinch those cheeks I'm honestly not sure I know who this guy is well he's a very very big He's a podcaster, former U.S. Navy SEAL. He's been on Rogan a bunch. He's one of those guys who's like, the only coffee I drink is like Black Bullet Coffee because everything else makes you gay, right?
Starting point is 00:24:14 He's just like one of those like... Black Bullet Coffee, the only coffee that makes you gay. It doesn't make you gay. You're, ah, shit. Hey, everybody. Hey, it's winter time, huh? You got cold days, big goals and no time to cook like me, your boy. Well, Factor makes him.
Starting point is 00:24:35 Healthy, eating, easy with fully prepared meals designed by dieticians and crafted by chefs so you can eat well without the planning and the cooking and the cleaning. It's got quality, functional ingredients including lean proteins, colorful veggies, whole food ingredients and healthy fats. No refined sugars. No artificial sweeteners. No refined seed oils. Meals that fits your goals on schedule.
Starting point is 00:25:04 healthier eating, calorie management, and more protein. You want variety? Well, how about 100 rotating weekly meals to keep things fresh and delicious through winter?
Starting point is 00:25:14 Okay, options include high protein, calorie smart, Mediterranean diet, GLP1 support, and ready to eat salads. Plus, for boys like Ben trying to bulk up,
Starting point is 00:25:24 we got the new Muscle Pro Collection supporting strength and recovery. Okay, these things are always fresh, never frozen, ready in about two minutes, no prep,
Starting point is 00:25:34 No stress. So you head to factormeals.com slash bays 50 off and use code bays 50 off to get 50% off and free breakfast for one year. Eat like a pro this month with Factor. New subscribers only varies by plan. One free breakfast item per box for one year while subscription is active. So he put out like a three minute long video on Twitter basically saying he regrets. helping get Trump elected and he is not Team Trump anymore. And I mean, we're seeing bits of that with the Andrew Schultz.
Starting point is 00:26:12 I'm definitely seeing Nick Fuentes clips where he's fully like, I saw one today where he's literally saying do not vote for, not even Trump, do not vote for the GOP anymore. Like I want them to break, which it's so funny because it's like a four minute clip. And basically for the first minute, you're kind of like, okay, hell yeah, tell him not to do that. And he's like, what we need to do is burn the GOP down to the bones and we need to a Nazi to rise and you're like, okay, never mind. Right, dude. Okay.
Starting point is 00:26:39 Yeah, that's, I mean, that's an example too. But as we know, that is subject to change. But we're starting to see similar vibes with Elon. With Elon fanboys. Especially as Tesla sales drop, as China EVs are proven and shown and known to be leaps and bounds more advanced, more luxurious. and cheaper than Tesla. Those kind of go hand in hand.
Starting point is 00:27:08 When you're talking about the Tesla sales dropping, you know, places like Australia where the sales of Tesla's are dropping precipitously, it's like, BYD is selling it selling 10 to 1. For nothing.
Starting point is 00:27:22 Yeah. And yeah. So, and then in their most recent conference call for their quarterly earnings, they famously announced that they are no longer going to be manufactured, I believe it's the model S. One of their best-selling
Starting point is 00:27:37 models is now so old that they're just shutting down the factories and converting them to manufacturing for Optimus. Yeah, I mean, he's talking, even if we just sell these at $30,000, you're talking about trillions of dollars.
Starting point is 00:27:56 So that's why I think it's probably, it's probably well as big a product because there's at least a market for probably 20 billion. It could be 50 billion out of our line. So. Can you pause it for one second? This guy's got all the money in the world and he cannot get better sound or internet quality so we can...
Starting point is 00:28:24 Sorry, this is just insane. I just can't stand like, dude, when you make an M sound or a B sound, use your lips, not your fucking teeth. He goes like this. Vellian. He says, Valiant. Fucking asshole. I hate him.
Starting point is 00:28:40 Just, all right, go ahead. You know, hypothetically, if Tesla was making a billion of these a year at scale, and at scale, the cost gets lower and lower. So maybe it would be like on the order $3,000. I'm just guessing. year. And, you know, that's 30 trillion in revenue. Insane. Yeah.
Starting point is 00:29:07 Wow. Insane. Wow. A long way to go between here and making a billion robots a year. Yeah. A billion robots. So, by the way, I fucking hate, just, I asked Siri. I was like, hey, what's, whatever it was, what's 30,000 times?
Starting point is 00:29:28 a billion and it goes, the answer is, you know, three to the, three times 10 to the 13th power. And I'm like, okay, what is that expressed as a number?
Starting point is 00:29:38 Three times 10 to the 16th power is three times 10 to the 16th power. Just tell me what the fucking number is, you stupid son of a bitch robot. Just say it. I asked you to express it as a number. God damn it, man. I saw another video of this guy with chat GPT
Starting point is 00:29:57 and he's, he's holding a cup upside down. Yeah, it's really beautiful. Yeah, and he's like, hey, what is this? That's a trick cup. Well, before he even shows it to me, he goes, someone gave me a cup, but unfortunately the opening is on the bottom
Starting point is 00:30:10 and the clothes part is up on the top. And they're like, that sounds like a goof cup. And he's like, well, is it usable at all? And then he shows it to them. And they're like, yeah, that's definitely a goof cup. You're not going to be able to use that at all. I've got bad news for you. You're not going to be able to use that goof cup.
Starting point is 00:30:27 And then he flips it over and goes, what about now? Well, you still can't use it. Anyway, so Mr. Bullshit is basically saying, hey, when we are making a billion of these a year, I know, granted, he's saying hypothetically, $30 trillion in revenue, it's just, it's reaching such a point where I feel like he feels like he's got to say increasingly insane things to keep people to keep the allure going
Starting point is 00:30:58 and keep reeling people in with like, whoa, what would Tesla's multiple be? If he just makes a billion a year, Tesla is heavily undervalued if they can get to $30 trillion a year because if you put a 10x multiplier on that, that's a $300 trillion company.
Starting point is 00:31:14 You can't even say the number, babe. That's how big it is. Per share, that would be like $10,000 per share. Actually, it'd be more than that. that. It would be a fucking insane number. But this is where I'm like, are people jumping ship? This guy has been doing this for, uh, he's been doing long enough where, yeah, where, I mean, if you're not jumping, if you haven't, you had so many opportunities to jump ship and be like,
Starting point is 00:31:36 this guy's a liar. Obviously, the latest one is that people are putting, uh, compilations of him talking about the timeline for Mars because he has just recently scaled back his own aspirations for going to Mars. And I guess someone just made him aware of the fact that, The moon is actually a little bit closer and maybe easier to get to. So he's completely recalibrated his whole. And now that enables, that buys him a little bit more time, right? Because now he can promise the grandiosity of the moon. Like, oh, we can have lunar bases and we could have lunar bases and optimist manufacturing and AI data centers.
Starting point is 00:32:20 And it's like, motherfucker, the moon is in host. spitable, you see. I'm almost positive we were talking about this, and I was making the joke. It was probably within the last eight weeks or something. I was making the joke, they're going to put data centers on the moon. Talk to me when they're putting data centers on the moon.
Starting point is 00:32:37 And now he's literally doing... He's saying that he's going to. And it ain't going to happen. But now my dumb joke is his business plan. The heavy Falcon fucker launcher 5,000 that would be required to ship dozens of rockets up there just for all the supplies necessary would not only be massively expensive, but they still haven't gotten that fucker to work. Don't you know about mass drivers on the moon? Well, my master,
Starting point is 00:33:04 God, I fucking, I just, all that's to say is, I think that the facade is finally, finally, finally, maybe possibly starting to crack. When you've got the car, the car narrative is, well, the car narrative is cooked. That the car narrative is beyond cooked. We all know that prices are, or that, or that sales are slowly evaporating. And even then, part of Tesla's multiple and part of what makes them so valuable is the Optimus. So first of all, not only are they behind and they've fallen behind on quality and craftsmanship and everything in competition generally with the cars, but now with Optimus, China is way
Starting point is 00:33:51 the fuck ahead of the game. That includes full self-drive. Yes, thank you. Which has always been their fallback thing of like, if we just crack full self-drive, you're not even going to believe what we're capable of. You're not even going to need to own a car. They seem to be trailing majorly
Starting point is 00:34:07 in that department as well. They are trailing majorly. Because Elon's stubborn ass is like, we don't need LIDA, we're just going to do it all with cameras. And it's like, okay, famously cameras can't see very well just like human eyes in fog, in rain, in all sorts of conditions. and he's like, well, fuck you.
Starting point is 00:34:23 He's too proud to, I don't know, he just, he sucks shit. And I think that in as much as AI has caused software stocks to massively get repriced, I think as China makes more and more progression in robotics as we are seeing like every day now, it's going to cause Tesla to get massively repriced. As people realize, oh, shit, his bullshit about, Optimus making even at $30,000. You can buy a unitary one. I think that's
Starting point is 00:34:57 the name of it. For like $13,000. China's going to undercut them just like they've been doing. They're mastering this shit. So what leg does Tesla have to stand on it? Yeah, I didn't quite realize the leg up that China had on these robots
Starting point is 00:35:13 as well. And they're basically comparing it to the EV market. They're like they're doing the same exact thing. Yeah. Except this time, Tesla doesn't even get the head start. I mean, I'm sure you've seen the videos of Elon being asked maybe 10 years ago, 15 years ago about BID and him just like...
Starting point is 00:35:32 With BYD, which is also on the West Coast, I think they're ramping a production of their electric vehicles. Warren Buffett owns 10% stake in that. Why do you last? BIRD is trying to compete. Why do you last? Have you seen their car? I have seen their car.
Starting point is 00:35:47 Yes. In fact, at the Berkshire Hathaway meeting, I saw their cars. Yeah. Well, they are on a difference. Tell me why you're laughing. You don't see them at all as a competitor. No. Ha ha ha ha ha ha ha ha ha.
Starting point is 00:36:02 That's not epic. B.YD is not epic. And so he doesn't even get the grace period of being ahead and having this hubristic lead here. Now they're just currently. nearly 90% of all humanoid robots sold globally in 2025 were Chinese. At six of the highest selling companies in the sector were from the East Asian country. Granted, obviously, we're still very, very early. And just because you're first doesn't mean you're the winner.
Starting point is 00:36:33 But with these advances in China having the backing of the state, the government, and then supply chains, all being local and stuff, they definitely have a head start. But real fast, wrapping up with Elon, I just realized Elon Musk is like that brother-in-law that you hate who loves family guy. He's just a brother-in-law
Starting point is 00:36:59 who's like, who thinks anything that comes out of Stewie Griffin's mouth is just fucking epic. And like his whole his whole being is just subsumed by the fact
Starting point is 00:37:11 that he needs to make other people laugh and everyone thinks he's just, he's just inseparable and awful. Yeah. Hey guys, fellas, fellas. You know, I'm talking to you, bud. When your hair starts to thin, your confidence can too.
Starting point is 00:37:29 That's why Hymns makes it simple to feel like yourself again with access to simple, personalized care that fits your life and your hair goals. If you're tired of trying to figure out what actually works for hair loss, you can figure it out through HIMS because you get access to clear solutions, expert guidance, and an online process that takes the confusion out of care. Hymns offers convenient access to a range of prescription hair loss treatments that work including choose oral medication, serums, and sprays. Doctor-trusted ingredients like finasteride
Starting point is 00:38:03 and monoxideil can stop further hair loss and regrow hair in as little as three to six months. Okay, that's one season, baby, and you're going to be stepping out with a new thick, luscious, full head of hair. You shouldn't have to go out of your way to feel like yourself, all right?
Starting point is 00:38:17 No, you really shouldn't. Hymns brings expert care straight to you with 100% online access to personalized treatment plans that put your goals first. No hidden fees, no surprise costs, just real personalized care on your schedule. So for simple online access to personalize and affordable care for hair loss, ED, weight loss, and more. Visit hymns.com slash bays. That's hymns.com slash bays for your free online visit. Hems.com slash BAES. Featured products include compounded drug products, the FDA does not approve or verify for safety effectiveness or quality.
Starting point is 00:38:52 Prescription required. See website for full details, restrictions, and important safety information. Individual results may vary based on studies of topical and oral monocelyn fanasteride. Let's play this clip of him saying, don't go to medical school as we wrap this up. Because this is his belief about Optimus. When do you think Optimus would be a better surgeon than the best surgeons? How long for that? Three years.
Starting point is 00:39:18 Three years. Wow. And by the way, that's a three years at scale. Yes. There'll probably be more often as robots that are great surgeons than there are all surgeons on Earth. Wow. But that's an important statement, three years' time. Yeah.
Starting point is 00:39:35 Because medicine, I mean, certainly like absolutely certain. But I'd say if you say like four years, I'd be absolutely. If it's four or five years. Four years. Four years. Yeah. Extreme precision. Yes.
Starting point is 00:39:44 Three years. Yes. better than any I'd say if you're like put a little margin on it better than any human in four years who's in plastic surgery by five years it's not even close
Starting point is 00:39:56 I think your point was medicine is going to be effectively free the best person in the world everyone will have access to medical care that is better than what the president receives right now wow
Starting point is 00:40:10 yes pointless oh my god don't go to medical school unless you but I would say that applies to any form of education. There's not like some... I do it for social reasons.
Starting point is 00:40:24 Oh, okay. You're not going to medical. If you want to hang out with like-minded people, I suppose. All right. Holy shit. Yeah, we should just, as I was saying on our call the other day. He said four years with absolutely certainty. Oh, yeah.
Starting point is 00:40:39 He said three years, probably. Let's, you know, let them... But if you give them four years. Let them in four years show us how safe it is. and let them give you a vasectomy and then undo it. Yeah. I would trust. Hopefully this motherfucker needs heart surgery in four years.
Starting point is 00:40:56 We already have robotic surgeons. We've had them for a long time. They did surgery on a grape. Remember that? But no, really, there's a company called Intuitive Surgical, and they've been doing this for, they're one of the best performing stocks, like, ever. ISRG, if you want to Google them.
Starting point is 00:41:13 In fact, I'm curious, yeah, what they're... But Optimus is going to do it. do max this is a hundred and seventy five billion dollar company they've gone up 24,000 percent since they've been around and yeah they're brother they I would say that they've got a leg up on on your optimist shit and they they don't even fully rely on the um the robot doing it itself what you mean they're just like human assistant yeah there are little robots that go in and snip your butt um if you need your butt snipped
Starting point is 00:41:49 Do you need your butts nips? I don't know. You get stuck together. I think that's happening a lot. People's butts, thank God that doesn't happen. Anymore because of the robots. If you're young enough to not remember when people's butts were getting stuck together like this? You had to get your butt.
Starting point is 00:42:04 You can count yourself lucky. God, I got surgery this weekend. My butt sucked together. They got a snippet. Oh man, that's, that sucks. No, it's an outpatient thing. It's just numb it locally. And now with the robots, it's pretty quick.
Starting point is 00:42:15 Yeah, but the robot, it just goes. It's actually just like basically a pair of scissors. They just go and cut it. But this does seem like the real, with the AI race, when a lot of people are talking about, you know, not seeing the fundamentals for to justify all this capital expenditure and stuff. Yeah. It does seem like it's going to be a race to see who can make robots that are effective for reorganizing the economy, basically. Yeah. Interestingly, just speaking of capital expenditure, I saw a chart that it's been going around on finance,
Starting point is 00:42:50 Twitter showing all the the CAPEX of all the hyperscalers. And you know, you got Google, Amazon, meta. Oh, you're talking about Apple?
Starting point is 00:42:56 Yeah. Apple's not, so Apple folks is not spending any money on AI. And it begs the question, obviously, why? And it's kind of smart because it's like all these other companies,
Starting point is 00:43:09 let them. Right. Let them figure it out. And then we'll just either license the tech or it'll be. Tons of cash. You could also just buy someone. You could also just buy someone. Yeah.
Starting point is 00:43:19 Very, very smart move. But also, probably because they know that they suck shit at software development now. They still can't figure out. There's a new glitch on the thing where in the I message, if I open a photo and then swipe away and go to text, as soon as I go to text, it thinks that I'm opening the photo again. And I've gotten stuck in a recursive little loop where I'm opening the photo. And I have to like swipe it away, wait, and then text. Makes me want to crash my car.
Starting point is 00:43:45 I don't know what you're talking about. Well, you do text while you drive, which is your problem. Oh, yeah. It's just both. But really, folks. So the, what was the other thing with those, what I saw on? Yeah, who cares? Anyway, you had Anthropic, their head of Safeguard's research just resigned in quite an interesting way.
Starting point is 00:44:09 His name is M. Go ahead. Rianak, Arma. his bio says he's a poet and a researcher and I think that that actually informs why his his resignation letter is so poetic but there's a I'll just cut to the third paragraph here it is clear to me that the time has come to move on I continuously find myself reckoning with our situation the world is in peril and not just from AI or bioweapons but from a whole series of interconnected crises unfolding in this very moment.
Starting point is 00:44:46 By the way, this guy has footnotes in his two-page letter. He has a foot, when he is talking about these interconnected crises unfolding at this very moment, he references some call it the polycrisis, underpinned by a meta-crisis.
Starting point is 00:45:03 Probably my favorite resource about this is first principles and first values by David J. Temple. These guys, these tech guys love first principles. They are obsessed with, well, what we did was throughout the book and started from first principles. Shut the fuck up.
Starting point is 00:45:19 Okay, great. Also, but funny, okay, you have your whole moment here to write your whole thing. I know you're doing a quick little note here as you resign, but it's like, you're not gonna,
Starting point is 00:45:31 you're gonna just give me a quick footnote where I gotta read a book if I want to know what the interconnected crises you're talking about. I mean, I could maybe infer what you could be talking about, but I'm a little bit curious
Starting point is 00:45:43 what you're so worried about that you're retiring to some English countryside or somewhere to... Well, he says in his follow-up tweet, I'll be moving back to the UK and letting myself become invisible for a period of time.
Starting point is 00:45:55 But anyway, he goes on... He goes on in the thing, we appear to be approaching a threshold where our wisdom must grow in equal measure to our capacity to affect the world lest we face the consequences. And I don't think
Starting point is 00:46:07 that that's going to happen anytime soon. Moreover, throughout my time here, I've repeatedly seen how hard it is to truly let our values govern our actions. I've seen this within myself, within the organization, where we constantly face pressures to set aside what matters most, and throughout broader society, too. And then he footnotes his own thing.
Starting point is 00:46:27 It is through holding this situation and listening as best I can, that what I must do becomes clear. I want to contribute in a way that feels fully in my integrity and that allows me to bring to bear more of my particularities. God, this guy loves this. kind of smell of his own farts. I want to explore the questions that feel truly essential to me, the questions that David White would say, have no right to go away.
Starting point is 00:46:52 The questions that Rilke implores us to live. For me, this means leaving. And then he says, I do not know what comes next. It's a lot of quoting poetry. It's a lot of, you know, I hope to explore a poetry degree and devote myself to the practice of courageous speech. I'm also excited to deepen my practice of facilitation, coaching, community. building and group work.
Starting point is 00:47:15 We saw she what unfolds. You know what? Why don't I'm, if you're going to do this, either reveal all of your worries about the dangers of AI. Get specific.
Starting point is 00:47:31 Yeah. No, you gotta go read a book. Get specific about what you saw. You know, if you're so worried about our interconnected crises, hit me,
Starting point is 00:47:41 hit me with it. He's going to be. gives us absolutely nothing. I would have preferred to just fucking quietly retired at this point. He's going to put out a poem that's like, Rosa, red, violets are blue. AI is scary. And you should be too. And it's scary too. You're scary too.
Starting point is 00:47:58 That was bad. We really look forward to reading your poetry about the interconnected crises. God bless. One, two, three, four, I declare an AI war. It's not ideal that he's worried about these safety issues, though, because as we were saying,
Starting point is 00:48:15 this is the one place where they seem to be at least putting on a front of caring about these safety issues and stuff. I actually just watched a whole interview with the CEO. I'm blanking on his name Dario. Oh, yeah. Dario something.
Starting point is 00:48:32 Amadeh or something like that. Made up guy. It's just not real. He honestly really feels like... He's such a weird... He's been like flucked out of... I think he's American, but he does not... Like, I think he would... born in California, but he just almost talks in a way that I've never... I'm Dario
Starting point is 00:48:47 Amadee. I'm ethnically, maybe some kind of European, nobody knows for sure. Go on. He just... I mean, it's a strange interview. It's an hour long. It's hard to sum up, but just these moments of him
Starting point is 00:49:03 kind of not knowing exactly what this thing they've created is. You know, when it comes down to consciousness and stuff, they're like, we don't know if it's conscious. and their own worries about he does sincerely want caution around AI
Starting point is 00:49:22 but then it's just like but if no one's doing it we got to build it I am worried that there could be some kind of autonomous swarm of drones that starts ruling the world because they could just kill everyone but we can't stop building it yeah it's like well
Starting point is 00:49:39 all this stuff it's going to come for your jobs and it's going to cause mass unemployment for millions and millions of hardworking Americans and others all over the world. But at least it costs a lot of money and at least it takes a lot of resources and at least it's going to make things hard
Starting point is 00:49:57 to discern from reality and at least it could lead to World War III. But at least we'll have Elon robot giving me butt-snipping surgery in four years. But to be honest, now that we've seen some of this Chinese robot stuff and are understanding the full picture of just how much more advanced,
Starting point is 00:50:14 they are on that. And it's seemingly more advanced on the on the AI front in general when when you're talking about. And it's cheaper to run. Yeah, that's what I'm talking about. The things they're able to the things they're able to accomplish with with much less money, much less power, all these things. Classic Chinese move. It's, it's crazy. And the things they're willing to do with these robots on, uh, on a massive display, you're just going, wow, we are... Our butts are snipped. They're going to be snipping our butts.
Starting point is 00:50:45 They're going to be sniping our butts. And so much of this is so... I don't know what the plan is. This is just the product of a decades-long project of hollowing out American manufacturing, turning us into this weird service industry country. All the better to service ads. But, you know, and now we're going to get to this point.
Starting point is 00:51:07 Even if they want to catch up, I feel like they're going to still have to ship their robot manufacturing to China. Like, who's going to make your robots? More robots, dude. The robots are going to make the robots. Well, as soon as he gets one billion optimist robots, then it's just, then they're just making themselves. Oh, and then the software on top of it, the subscription to the Optimus robot, that's going to be another, what, 10 trillion? Tack it on there, man.
Starting point is 00:51:30 Let's just round it up to $50 trillion annually. They're going to be making. I would like to see these Chinese robots fold a shirt, though. Yeah, it's the little nuances. I feel like it approaches a I wish I knew the mathematical term for it. But if an optimist robot could do
Starting point is 00:51:47 what those Chinese robots were doing, they would do it at one of their presentations, that's for sure. It's like that principle of we should probably play the clip because we haven't we've been talking around it. Because China just did a the bottom for the audio listener
Starting point is 00:52:02 oh, so just imagine these robots, right? And they're all dancing in a very Chinese, traditional Chinese way. But just a year ago. But just a year ago, they were a little sloppy, little awkward. Yeah, they were a little awkward teenagers. They were like kindergartners doing a dance. But now in 2026, they're like one of those hot Instagram girls dance studios
Starting point is 00:52:25 where they're all in front of a mirror and they have really good lighting and they're like doing like hip hop dancing, but it's Chinese. Summer break is over and the robots came back and they're hot as hell. Yeah. And okay, go ahead. And you were going to... Whoa, it turns out. Oh, dude.
Starting point is 00:52:55 Unbelievable. It is nuts. Because the kids will interact with them at the time. In the longer video, there's footage of the kids interacting with them in ways that I just find impressive. And then here's scrub toward the end. Oh, we're pretty much already there. I think a big one comes out. Oh, and they're doing nunchucks?
Starting point is 00:53:36 Not good. Meanwhile, the ones last year are still just like, look at the flags. The little flags we got. Oh, and then they bring out like a... I need to go to China as soon as possible. I'm tired of talking about it. Like, I... It's just...
Starting point is 00:53:53 It's the most confounding thing to me. Everything I see is literally someone being... It's on polar opposite. Someone who's been there or lives there and is talking about how it's the craziest place and they're living in the future. Yeah. And we live in the Stone Age over here.
Starting point is 00:54:07 Or it's some guy who's like, none of it's real. You go to China and nothing actually works. It's not a real thing. Or it's just... It's all relegated to the... big, it's all the big cities.
Starting point is 00:54:18 It's all the big cities. But that's where all the people live. Just like here. Everything is in the big cities. Not true. Dude, there's people living like 40 million at a time in the smaller cities. Not smaller cities, but the less technically advanced ones. Sure.
Starting point is 00:54:29 Where's the one where they did COVID. Where the Chinese guy discovered COVID. Oh. Wuhan. Wuhan. Oh, it was Zeno's paradox is what I was looking for. Where you'll never quite get to the end of something if you just go half the distance at a time.
Starting point is 00:54:45 You've brought this up so many times on the show. No, I know, but that's what it feels like we're getting with robots. It's like, oh, you take that first big step, great. And then the next big step, great. But then as you get to the finer and finer needs and details of something as simple as folding a shirt, it takes exponentially more compute power and ability for sensory intake and stuff. This is the hell we're doomed to live in. We'll get the robots to do cool flips. It can rip your arms off and beat you to death with them.
Starting point is 00:55:15 but it will never be able to fold your shirt. Yeah. You've got it at home. It's just doing flips and you're like, as you fold your laundry, it's just like, oh, nice, wow. That's cool.
Starting point is 00:55:30 Nice. Wow. They got one that can do, like, do the unitary behind the scenes. They did this behind the scenes. Yeah, because they have these two very popular companies, Adjabot and Unitry. Yeah, let's see.
Starting point is 00:55:46 And they got them doing, kung fu type shit. Well, of course, it's China. I love the music. Yeah, me too. Do you think in the robots, how do you say, watch this? I hope. It is really, really impressive stuff. I mean, they're just doing gymnastics and shit.
Starting point is 00:56:13 Wow, man. It's back to the Chinese guys. All right, that's enough. What if this is fake and it's all fake for... I don't think it's fake. Click that third link. You can already buy one for 13.5 grand sold... So this is from an article from Rest of World. Anyway, scroll down.
Starting point is 00:56:36 There's a graphic that shows... Oh yeah, there we go. So Unitry sold the most last year of 5,500 units. Then you've got Adjibot just below that. U-B-B-Tech, Lé-Ju... All Chinese companies at the top. And then you got figure AI,
Starting point is 00:56:54 agility robotics, and Tesla. Tesla sold 150 to fucking home. If you're one of those 150, please reach out. Maybe they sold them to themselves, like a subsidiary kind of thing or something? I don't know. Probably.
Starting point is 00:57:07 I mean, why not? You got SpaceX, X-A-I, and X all housed in one thing now, and you've got Tesla and the boring company and Neurilink. You could just self-suff. all the way down. By the way, these Chinese companies are dirt cheap compared to American companies.
Starting point is 00:57:26 Their valuations are very, very low despite selling, despite being leaders, like the world leaders. And then by contrast, these American companies are valued very, very, very, very high. And I think Unitary is about to go public later this year, but probably not on U.S. markets. And this was surprising to me. I saw in that same article that global humanoid robot market, the global humanoid robot market is projected to be $38 billion by 2035. That seems incredibly low. Especially when Elon Musk is making $30 trillion. Dollars?
Starting point is 00:58:09 Truly, it's like, okay, well, who's, if in four years, it's just the classic thing is like, all right, are these analysts right? Elon Musk right? I'm going to go with probably neither of them actually. Has Elon Musk ever been right? Yes, he's been right. He was able to do the landing, the rockets thing, and they did sell a fuck ton of cars, which is always surprising to me. I'm like, really? They're really the number one brand?
Starting point is 00:58:34 Pissing me off. And anyway, it's supposed to reach $5 trillion by 2050, which again is that is far off. Way far off. We'll all be dead. 2050?
Starting point is 00:58:48 Not from old age, my man. That's freaky, man. I don't want to be dead by then. And, yeah, China has state support. They've got all the supply chain. It's all right there. So they can just do it really quickly. And yeah, this analyst said that the U.S.
Starting point is 00:59:06 won't necessarily be stuck behind. And we could win in quality over quantity. Oh, yeah. So we've got... We'll see about that. We'll see about that. Our quality versus quantity is just the optimist robot walking out and falling over and then Chinese robots and doing coordinated dances together. Over it stuff.
Starting point is 00:59:24 But hang on, though. Let's not count out the optimist yet. It's doing it. It's practicing for its butt snipping surgery tomorrow. At least all of this AI is costing, um, causing consumer products to either be delayed or like be way, way, way, way more expensive. PS6 is getting delayed by like two years. Because of AI?
Starting point is 00:59:49 Because of, yeah, because RAM memory. Oh, storage stuff. It's insane. Yeah. So they're pushing it back because they're like, because it's going to be so expensive. We can't sell a PS6 for like $1,200. It's like, actually, yeah, you probably could.
Starting point is 01:00:02 Dude, that's a shit ton of money. I know it is. But don't second guess gamers. I mean, yeah, the iPhone already costs that much. But no one buys an iPhone. You like go do a weird thing at Verizon or AT&T. and they're like, somehow you're going to pay $13 a month for your iPhone. And they're like, whatever, dude.
Starting point is 01:00:19 Just give me the fucking thing. I always wonder how they make their money on that where they're like, come into Verizon, we'll give you a five. We'll give you five phones. Literally every, I only, I only upgrade when like a new one comes out and I see some billboard that's like, Verizon will literally give you an iPhone for free. And I'm like, all right, then I go in and they're like, yeah, you can have one for. You get a voucher for a free butt snipping surgery. Your butt stuck together? Verizon's got you covered.
Starting point is 01:00:45 There's no way someone's buying a $1,200 PS6. Oh, I thought you were going to say there's no way they're going to do free butt snipping. Someone will, but they're not going to sell. That's so, I actually have no idea how much a PS5 costs. It's like $400, $300, I think now. A new PS5, digital is like $300. You think people will buy $1,200? I don't know, man.
Starting point is 01:01:04 I'm just saying GTA6 is coming around the bike. That's like a MacBook. How, now here's what's confusing to me. So you've got the PS6 coming out in a, few years, but Grand Theft Auto 6 is slated to come out later this year. If I'm Take 2 Interactive, who's the parent company of Rockstar, aren't you going to want to wait for the PlayStation 6 to that? You know what I'm saying? Can you optimize it? Maybe they'll optimize it for that when the time comes. By the PS6 version. Yeah. With more boobs. Boos or boobs? Which one
Starting point is 01:01:41 would be cool? Boobes. Boos would be cool. But yeah, man, I don't know. But yeah, man. Shit, what were we just saying right before that? The RAM? Oh, Verizon, Verizon. Verizon.
Starting point is 01:01:55 You know what I bet they do? What part of it is? Yeah, you pay X number of dollars a month and you're essentially renting the phone and they're counting on you keeping it for longer than it would. For example. Yeah, I have to trade my old phone in. Yeah.
Starting point is 01:02:11 And a few years ago, Doug. A few years ago, I rented a refrigerator because I was moving into a new place and it didn't have a refrigerator. And I was like, I got to buy a, I'm not going to buy one. I'll just rent one. And it was, you know, I don't know, $20 a month or something. But then I ended up living there for like two years. I was going to say, it wouldn't take that long for it to just. Well, then by the time, by the time my old roommate moved out, he realized, oh, shit, I could have just bought two or three in this time.
Starting point is 01:02:42 And I think that's how they probably end up getting you. These, dude, Verizon's, what a mess of a company in terms of like, they got so much debt and they got so many different things. I would hate to be the CEO of that fucking company. Do you have Verizon? Yeah. So do I. It's the worst. I honestly want to switch.
Starting point is 01:03:00 The amount of time, there was that big outage, maybe two or three weeks ago or something where it was just all day. There was no Verizon coverage. Yeah. I get, it happens to me all the time. I said there are minor ones, I think, that happen, where it just goes out constantly. The first time it happened, I went to the Verizon store to be like,
Starting point is 01:03:19 dude, what is up with my phone? There's a ton of people in there. And as soon as I walked in, the guy was like, are you here because you don't have service? I was like, yeah, he was like, just go home. They're working on it. Just go home. Fuck you.
Starting point is 01:03:30 And so now as soon as my phone goes into SOS mode, I'm like, okay. Yeah. Same thing with, I got that, um, that autism, uh, internet provider. spectrum. Nice.
Starting point is 01:03:42 And it goes out all... You were too eager for it. Yeah, I know. It goes out all the time. Like, throughout the day, my internet will just... It'll briefly go out for 30 seconds and then come back.
Starting point is 01:03:53 It's so... But that might be because of the videos you have on your computer. No, no. It's not because of the weird videos this time. I don't know what it is, but... Well, let's round it at... Doug, you gotta stop licking your paw, dude.
Starting point is 01:04:07 That might have been the thing that gave you diarrhea. he had bloody diarrhea the other day, guys. He, like, blasted diarrhea, and then he readjusted himself. And then he just shot out a little bit of blood. And I was like, okay, cool, we got to go to the vet. So we went to the vet. Anyway.
Starting point is 01:04:31 Let's play the... Hey, hey, is it good when the CEO of the company I'm invested in plays Subway Surfer above a video of them announcing their earnings. Are you heavily invested in Coinbase? Because that's exactly what they did. This is the Coinbase CEO, Brian Armstrong, who looks like he's got alopecia. Jesus Christ.
Starting point is 01:04:52 The glare coming off this guy's head. He looks like Mr. Clean. Anyway, he's going over their results, which were bad, by the way. And they put Subway, like, is there social media person stuck in 2021? No, this is old. No.
Starting point is 01:05:09 Old-ass kind of thing. Do they not do this anymore? No, it's Minecraft stuff. I don't know. I don't know anything. Hey, everyone, it's earnings day for Coinbase, and we just reported numbers for Q4, 2025. Coinbase is building better financial services for the world. No, it's not.
Starting point is 01:05:25 And our thesis is actually very simple. Crypto is updating the multi-trillion dollar financial services industry, and Coinbase is the company best position to capitalize on this transformation. Can you pause it? I want to show you a few. I'm totally watching the... It does something crazy to your brain. I found myself fully just like watching it, but listening.
Starting point is 01:05:45 Yeah. Yeah, I'm listening. Yeah. Whoever came up with it, it's very unfortunate. Toddlers, dude. I know. That's what it is. We all have toddler brains.
Starting point is 01:05:55 And it, that is really interesting. Play it again. Two highlights and charts from our recent shareholder letter, which drive this point out. Get those coins. So first, go that way. Because Coinbase is the most trusted brand in crypto. We store more crypto than any other company. Assets on platform is how we track this, and it's grown about 3x over the last three years.
Starting point is 01:06:13 We now store about 12% of all crypto in the world. All right, stop. And what you definitely don't want coming out of a company that you own stock in is exactly what's been happening at Coinbase. Not only has the CEO, this guy, been selling hundreds of millions of dollars worth of stock, but he's also been, he tweeted that he was doing some side passion project. and it's like, brother, you're the, when you're the founder and CEO of a company, like imagine if Jensen Wong tweeted, I'm going to be doing,
Starting point is 01:06:44 excited to announce I'm going to be doing this new like side project. That does not bodewell. Imagine if Elon Musk was like, actually I'm going to start five other companies and we're going to, one's going to be the boring company, one's going to be at SpaceX, one's going to be,
Starting point is 01:06:57 we're going to do a flame thrower. That actually worked for him though. Yeah, yeah. That worked for him. I'm going to buy Twitter. and I'm going to be the CEO of all of them. All right. That's what I, that's what I, that's what we need to start.
Starting point is 01:07:13 We need to start. First of all, if I were like Aaron Ross Sorkin, the famed interviewer who's interviewed Elon countless times, why isn't he taking that like five minute long clip of Elon making broken promise after broken promise, or not even broken promise. Bad prediction after bad prediction. We're gonna have... Right, a promise would be like he actually thought he could do it and was intending to make good on it. This is just him pumping his own stock.
Starting point is 01:07:44 By being like, give me one year and the first child will be born on Mars. Play that shit and just say, what about that, Elon? What about that one, Elon? Why is that one, why should we trust you now? All five minutes. And when he tries to interject say, just give me one more. Let's watch this. Yeah, there's four more minutes of this. There's actually four more minutes of you saying we're going to Mars very soon. And, you know, at this point, I think that we should just, if I were interviewing Elon and he
Starting point is 01:08:11 were making these incredulous predictions, I would just act not even impressed, but just like, oh, all right. All right. It's like, give me some. Give me some. I'm interviewing you. You're Elon Musk. Oh, Elon.
Starting point is 01:08:25 Whoa. So, wow. XAI and SpaceX. What do you guys have planned? Like realistically, what do you, what's the next big thing for you guys? By 2030, we're going to have mass drivers on the moon. Oh, all right. Yeah.
Starting point is 01:08:38 And we're probably going to have at least a million optimist robots on the moon, serving everybody and doing all kinds of stuff for them. Huh. Yeah, it's going to be a whole city on the moon. And, uh, yeah, it's, so you're talking about at least $30 trillion because we'll probably be mining the moon for all, kinds of minerals. $30 trillion?
Starting point is 01:09:02 Yeah. All right. It's just not. It's essentially OK boomering him. Well, folks, I think that's probably a good place to stop. Join us in the bonus when we're going to be talking about RFK's toilet cocaine. Let's see. You know, I'll tell you in the bonus.
Starting point is 01:09:25 Yeah, well, we're going to talk about a lot, man. Ben andamilshow.com See you there. Coming up on this week's episode of Ben andamielshow.com After the World Trade Center collapsed in 2001, Charlie Feynman lose everything important in his life.
Starting point is 01:09:41 Yeah, his wife and his kid. And maybe important documents. Maybe she was carrying documents. Oh man, my wife and kids were I don't care about the important documents. It's a document. It's a documents. Shabidoo.
Starting point is 01:09:54 He sounded like Michael Jackson. He said to have to throw those in in his series movies. Honestly, thank God Michael. Him putting in the bar like just being like, gosh, yeah, Jimmy. Honestly, very good that Michael Jackson died when he did,
Starting point is 01:10:15 because I don't think we all could have collectively handled what he would have looked like older. All right, gay son or thought daughter. That's the one that they love to ask. Rich family or? Can I have both? both what? I want the gay son.
Starting point is 01:10:29 I want the thought daughter. Oh, you want a gay son. Yeah. You can do both. Yeah, they'd be great together. He'd be giving her tips on stuff. She'd be giving him tips on stuff. What kind of stuff?
Starting point is 01:10:39 I don't know. Whatever. Whatever a gay son needs help with, whatever a thought daughter needs help with. What kind of tips? Were you imagining? Oh, hair stuff. Yeah, but who's giving who what tip?
Starting point is 01:10:50 They're both exchanging it, you know. They're both having a good time. And I'm just going, you know, I got my mug and I'm like, you guys being gay and thought of you in here? Keep it up. Just one tip. Give me one tip. I don't know. He's managing her only fans account. How about that? And she's managing
Starting point is 01:11:06 his. They're both doing... Only fans. The greedy chaser, the hysterical racer, the joyful racer, the cocky racer, and the calm navigator. And I don't... And Ben loves this kind of shit. Yeah, because go ahead and play it. So basically exactly what I said is why you like that.
Starting point is 01:11:31 Excuse me. But this is subjectively funny.

There aren't comments yet for this episode. Click on any sentence in the transcript to leave a comment.