Doug
Appearances
Farm4Profit Podcast
F4F - River Klass - Host of Ranch America
Oh, so that's the whole old wives tale, right? Yeah. If a tree falls in the woods, does it make a sound? Yeah. Nobody knows. Not when you're drunk and going for more booze. Silent tree. So you hinted at it. Corey did it in the intro. You hinted at it saying you want to include auctioneers in it. Tell us about this TV show.
Farm4Profit Podcast
F4F - River Klass - Host of Ranch America
Now, wait a minute. You're a rancher and a TV star, and you said you have restaurants.
Farm4Profit Podcast
F4F - River Klass - Host of Ranch America
It is. But if you had fun at the party or the Farm Progress show or said hi to us, please tag us in some pictures on social media. Reach out to us. Let us know that we said hello. And if we didn't, razz us anyway.
Farm4Profit Podcast
F4F - River Klass - Host of Ranch America
It really did. You know, we've talked with quite a few people that say they started their social media channel for this reason. They wanted to educate the consumer. And this will be the first time I think that we're ever talking to someone who has their own TV show that started the TV show to educate the consumer. Maybe Rob Sharkey to an extent. But ultimately...
Farm4Profit Podcast
F4F - River Klass - Host of Ranch America
I think it's fascinating to learn the why behind why you started that and appreciate that. Do you think it really matters? Do you think it's making a difference?
Farm4Profit Podcast
F4F - River Klass - Host of Ranch America
Well, you still have more Instagram followers than I do.
Farm4Profit Podcast
F4F - River Klass - Host of Ranch America
I like it. I'm excited for this guest because it's a little bit off the beaten path. It's not the type of guest that we typically have had. But ultimately, when we have episodes along this path, they've always performed really well. So this will be a unique one. Are you feeling like you're up to doing an interview? I feel it's a long time since I've queued you up.
Farm4Profit Podcast
F4F - River Klass - Host of Ranch America
It's the story. He needs the Tom Brady jawline, the really white smile, the drink on the eyes.
Farm4Profit Podcast
F4F - River Klass - Host of Ranch America
I think if I was a steer and I had the opportunity to be wine drunk all the time. Heck yeah.
Farm4Profit Podcast
F4F - River Klass - Host of Ranch America
So I wrote down a couple of things while you were chatting and we recognize, too, you talk about going into the third season and people are starting to reach out to you. Our podcast really grew and our channels really grew when we started listening to the suggestions that our listeners were giving us.
Farm4Profit Podcast
F4F - River Klass - Host of Ranch America
The guests that they were introducing us to, the opportunities that they were providing, either they wanted to be on or knew somebody that would be a great show. So it's cool to see that I bet you it grows even more and more when you get suggestions from those that have watched or want to be on.
Farm4Profit Podcast
F4F - River Klass - Host of Ranch America
I was pulling up these websites. So first, the Cowboy Cuts guy obviously must be really popular because everything was out of stock on his website.
Farm4Profit Podcast
F4F - River Klass - Host of Ranch America
I'd love to try that. Nice. I didn't even think about that in a taco.
Farm4Profit Podcast
F4F - River Klass - Host of Ranch America
Yeah, that sounds good. So are those your favorite cuts, or is there one that you haven't mentioned yet?
Farm4Profit Podcast
F4F - River Klass - Host of Ranch America
Wow. So it's funded by the Outdoor Channel, or did you have to source the sponsors yourself?
Farm4Profit Podcast
F4F - River Klass - Host of Ranch America
That sounds fun. It sounds fun for anybody.
Farm4Profit Podcast
F4F - River Klass - Host of Ranch America
That's what Corey tells me all the time. He says, you're okay. Not good, but you're okay.
Farm4Profit Podcast
F4F - River Klass - Host of Ranch America
I was going to say, it sounds like a dream.
Farm4Profit Podcast
F4F - River Klass - Host of Ranch America
1.2 hats. I don't know. I've got one hat and zero heads, so...
Farm4Profit Podcast
F4F - River Klass - Host of Ranch America
No, this has been an absolute pleasure. And as you've listened to some of our shows, you know that we always have a question at the end that we try to provide our audience with a little extra insight. And right now we're trying to help those listeners of ours that feel like they maybe don't balance work and personal life the best way.
Farm4Profit Podcast
F4F - River Klass - Host of Ranch America
So the question we've been asking is, how do you juggle work and family?
Farm4Profit Podcast
F4F - River Klass - Host of Ranch America
The best part about it, right, is there's no wrong answer.
Farm4Profit Podcast
F4F - River Klass - Host of Ranch America
I don't know the last time that I've driven 35 mile an hour just going somewhere.
Farm4Profit Podcast
F4F - River Klass - Host of Ranch America
Yes, they are. Well, that's good. That's a good way to end. And I hope this isn't the last time that we chat because I had a lot of fun.
Farm4Profit Podcast
F4F - River Klass - Host of Ranch America
It won't be. He's going to make me go watch TV, and I haven't watched TV for a long time. So how do we watch it? Nope. How do the listeners watch it?
Farm4Profit Podcast
F4F - River Klass - Host of Ranch America
Yeah, that old cowboy camp didn't have Starlink back in the day. No.
Farm4Profit Podcast
F4F - River Klass - Host of Ranch America
Yeah, we will. I love it. Corey, what do you tell the audience?
Farm4Profit Podcast
F4F - River Klass - Host of Ranch America
That's good. Our listeners know that when I first met my wife, I told her I wanted to be a rodeo clown. And I got the shirt on for you. Yeah, I could do it today. I just need a little face paint. Get it all up and put together.
Farm4Profit Podcast
F4F - River Klass - Host of Ranch America
See, I'd be perfect. I'm just that tough. You'd get thrown around like a rag doll. I was just thinking about, you know, he said he keeps his hat on at full gallop. And I was, we were at amusement park and they kept telling you to take your hat off when you went on the roller coaster. I'm like, you realize that I've got my hats to where they don't fall off either.
Farm4Profit Podcast
F4F - River Klass - Host of Ranch America
I can get on a side-by-side we can take off. I ain't got to change anything around. But, no, they'd still make you put it in a stupid cubby.
Farm4Profit Podcast
F4F - River Klass - Host of Ranch America
So I've got to pull up on our screen in the studio where Calaveras County is. So it looks like you are east of San Francisco, south of Sacramento.
Farm4Profit Podcast
F4F - River Klass - Host of Ranch America
And now a quick word from one of our sponsors, Brandt Agricultural Products.
Farm4Profit Podcast
F4F - River Klass - Host of Ranch America
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Farm4Profit Podcast
F4F - River Klass - Host of Ranch America
I was going to say, can we sponsor a frog? Can we have a farm for profit?
Farm4Profit Podcast
F4F - River Klass - Host of Ranch America
That's amazing. I'm reading it here that there are actual frog jockeys that train the frogs.
Farm4Profit Podcast
F4F - River Klass - Host of Ranch America
jump on you know like behind you like make a make a noise make a pump to get them to make their three jumps yeah so it's a good frog jockey knows how to get the frog to continue moving forward in a straight line because the final distance is measured after that third jump so if they jump three times in a really big circle you get a score of zero feet that's it exactly and then right up the hill at the top of the other side of the eastern side of the county county we've got big trees and
Lemonade Stand
We are moving to Japan | Ep 004 - Lemonade Stand 🍋
What if I own a home on a land that I'm leasing, then someone else buys the land from underneath me and says, I don't want you to have a home here anymore, and then Yeah, they destroy it.
Lemonade Stand
We are moving to Japan | Ep 004 - Lemonade Stand 🍋
No, they can't... Okay, so I don't think they can... You're saying if the landowner... Like, you're going to have a house, and I'm going to want to hurt you, so I'm going to buy the land underneath your home and then tell you to kick rocks.
Lemonade Stand
We are moving to Japan | Ep 004 - Lemonade Stand 🍋
Right. Yeah, I mean, the best example I saw in a country not necessarily going through the exact same demographic crisis, which Japan is. So it's hard to disentangle them because the population is shrinking every year. So it's like houses are going to get cheaper regardless. But in like Austin, America, they changed the zoning laws to build more and rents have been dropping dramatically.
Lemonade Stand
We are moving to Japan | Ep 004 - Lemonade Stand 🍋
It's like down 22%. Yeah, Austin is like the success story in the United States right now.
Lemonade Stand
We are moving to Japan | Ep 004 - Lemonade Stand 🍋
Doug Doug will build your house if you want one.
Lemonade Stand
We are moving to Japan | Ep 004 - Lemonade Stand 🍋
Yeah. In 89, the peak of the bubble- The land around the Imperial Palace in Tokyo was worth more than all the real estate in California. You could own California for less than... They had one of the biggest real estate bubbles in human history. It was crazy. Wow.
Lemonade Stand
We are moving to Japan | Ep 004 - Lemonade Stand 🍋
So this is why, this is the reason, you know, America and Canada and Australia and all these countries It's an impossible problem or a thorny problem to fix is because for so many years now, people have been told this is how you almost save for retirement. This is what you're saving for. You put your money in this 30-year mortgage and you're paying on it.
Lemonade Stand
We are moving to Japan | Ep 004 - Lemonade Stand 🍋
And then when you retire, it's worth a lot more and you can sell it and have a life. If you were to turn homes into depreciating assets overnight, which I think is kind of what you have to do to get to a real society, it cripples like a generation of people, two generations of people. There's young Canadians who have taken out the biggest loans imaginable to buy a house in their area and like,
Lemonade Stand
We are moving to Japan | Ep 004 - Lemonade Stand 🍋
I like the idea of taking it out of people's... I think people... You know, people talk shit about nude people all the time, and I get it, but... It's hard to make someone vote against their own personal pocketbook, right?
Lemonade Stand
We are moving to Japan | Ep 004 - Lemonade Stand 🍋
Yeah, I like the way you said about Japan where it's just a federal thing. It's like, everyone's doing it. It's not just your little areas that you're going to fall behind. Yeah. Everyone's going to have a devaluation in some way to make it more affordable for... So everyone doesn't get...
Lemonade Stand
We are moving to Japan | Ep 004 - Lemonade Stand 🍋
I mean, I feel like, I seriously feel like, I say this a lot, but I feel like half of global radicalization is due to an inability of young people to afford a home or see even a path to affording a home. I think if everyone could afford a home, it would change so much of people's anger.
Lemonade Stand
We are moving to Japan | Ep 004 - Lemonade Stand 🍋
This is you trading for California with Ronald Reagan.
Lemonade Stand
We are moving to Japan | Ep 004 - Lemonade Stand 🍋
No, I heard from the comments you did.
Lemonade Stand
We are moving to Japan | Ep 004 - Lemonade Stand 🍋
They might. I mean, people are getting more and more restless about it. It's one of the biggest problems. Yes.
Lemonade Stand
We are moving to Japan | Ep 004 - Lemonade Stand 🍋
We could rebuild the ditch. That'd be a fun stream.
Lemonade Stand
We are moving to Japan | Ep 004 - Lemonade Stand 🍋
So I'm getting radicalized on trains.
Lemonade Stand
We are moving to Japan | Ep 004 - Lemonade Stand 🍋
LAX is a little different. Housing and LAX are the two paths.
Lemonade Stand
We are moving to Japan | Ep 004 - Lemonade Stand 🍋
Take a bus to your parking lot to take your Uber.
Lemonade Stand
We are moving to Japan | Ep 004 - Lemonade Stand 🍋
It's my presentation. We're going to go into it. I basically go through everything in the world and say woke or not. Okay, good. Finally, a podcast doing that. Yeah, I would look at the podcasts that are most successful than us, and they talk about woke a lot.
Lemonade Stand
We are moving to Japan | Ep 004 - Lemonade Stand 🍋
I want to talk about the movie industry. We live in Los Angeles. It's pretty important to the economy here, and I wanted to learn more about it. As you may or may not know, a movie just came out called Snow White.
Lemonade Stand
We are moving to Japan | Ep 004 - Lemonade Stand 🍋
I believe so, yeah. Before they went 36.
Lemonade Stand
We are moving to Japan | Ep 004 - Lemonade Stand 🍋
Well, turns out, now that it's woke, it's gone broke. Is this good? Should I be cheering or booing? Whatever your heart says. $43 million opening weekend. It's very low for a $270 million budget. Weak opening. Worrisome for Disney. And the natural response that I'm seeing on the internet is that Snow White has gone woke.
Lemonade Stand
We are moving to Japan | Ep 004 - Lemonade Stand 🍋
Snow White has gone woke, and that is why this movie is flopping, and that is the main thing to blame. And of course, I believe that instantly because it aligns with my entire worldview.
Lemonade Stand
We are moving to Japan | Ep 004 - Lemonade Stand 🍋
So I'm locked in, but I thought I would look into it more, and as I looked into it, I discovered really that we're at a real precipice, a real interesting time in the movie business, especially here in Los Angeles, especially here in America, that it's changing rapidly under our feet, and I want to talk about it more. So Snow White,
Lemonade Stand
We are moving to Japan | Ep 004 - Lemonade Stand 🍋
while doing terribly across the board box office-wise, actually outperformed in red states. So possibly... Possibly it's not 100% entirely on the woke backlash, and it could be more having to do with the fact... So it's not woke enough? For the blue states? It's not woke enough. Oh, damn. Or maybe, Doug, it's possible that the lackluster performance of Snow White and Mickey 17...
Lemonade Stand
We are moving to Japan | Ep 004 - Lemonade Stand 🍋
and Dog Man and Captain America are not entirely on a woke, not woke spectrum. Maybe that's affecting some people's ticket sales. You guys are shaking your heads. I don't understand.
Lemonade Stand
We are moving to Japan | Ep 004 - Lemonade Stand 🍋
It's possible that the entire industry is going through some bigger problems. The 2025 box office is off to a terrible start. Not just Snow White, but every movie released this year is off to a pretty bad start. And we're way down from last year, which was already a bad year. It's like 50% ticket sales in March are down from last year.
Lemonade Stand
We are moving to Japan | Ep 004 - Lemonade Stand 🍋
Cause there's still like movie theater industry in a way, right? Okay. Movie theater and like, and like Hollywood studio productions. Right. Right. And the whole system. Yeah. They're just, it's falling apart. They're selling less than ever. So is the problem supply or demand? That's kind of what we'll go through today.
Lemonade Stand
We are moving to Japan | Ep 004 - Lemonade Stand 🍋
Is it that there's not enough good movies or is it that people aren't wanting to watch movies or is it some combination of both? Let's go through this real quick. I'm sure there's no nuance to this. The comments will let us know there's no nuance. Do these box office flops, including Mickey 17 here, which turns out was not woke, but still flopped. They spell the end of Hollywood.
Lemonade Stand
We are moving to Japan | Ep 004 - Lemonade Stand 🍋
And first thing people say is COVID. People will say, oh, it's reaction to COVID. Ever since COVID, people aren't going to movies as much. It's a COVID thing. I looked into that too. It turns out like every other out of home entertainment thing, like for example, Broadway, sports, concerts. In the top right, we have people going to a live D&D show. These are up.
Lemonade Stand
We are moving to Japan | Ep 004 - Lemonade Stand 🍋
They've recovered from COVID and they are now up in sales. They've trended back upwards. Movie theaters are the only one of like out of home experiential type things that are still declining. So there's something unique happening in this industry. I want to take you back to 2024. I'll go back to last year. We're going to look at last year's box office and just get an idea.
Lemonade Stand
We are moving to Japan | Ep 004 - Lemonade Stand 🍋
Oh, my God. That's what I heard, too. I think... That's actually... I didn't know it was more than a million now.
Lemonade Stand
We are moving to Japan | Ep 004 - Lemonade Stand 🍋
Well, let's get the Yard D&D all-white right-wing podcast. Finally. Finally a show for... Yeah, for the non-woke D&D crowd. Anyway, 2024, we're going to start at the 13th best performing movie of the year. And I want you to see as I go through, as I count up, if you notice anything about these movies. So this is Beetlejuice Beetlejuice, the sequel to a 80s classic that did pretty well.
Lemonade Stand
We are moving to Japan | Ep 004 - Lemonade Stand 🍋
This is Gladiator 2. It's the sequel to a 2000 classic that did pretty well. Uh-oh. Thank you. Thank you. Thank you. Thank you. Thank you. Thank you. Thank you. Thank you. Thank you. Thank you.
Lemonade Stand
We are moving to Japan | Ep 004 - Lemonade Stand 🍋
Thank you. Thank you. Thank you. Thank you. Thank you. Thank you.
Lemonade Stand
We are moving to Japan | Ep 004 - Lemonade Stand 🍋
and make this movie work, because this is our last. I looked at the upcoming slate of releases for this year. If America wants to keep its streak of having a number one movie every year, which I think it's had for a long time, it's Minecraft movie or bust. That's where we're at. So I want to open the discussion and talk to you guys, but it's just such an interesting time for Hollywood.
Lemonade Stand
We are moving to Japan | Ep 004 - Lemonade Stand 🍋
Truman explaining why he had to drop the Minecraft. We're going to win, right? We're going to win. I understand it was tacky. I understand it was classless.
Lemonade Stand
We are moving to Japan | Ep 004 - Lemonade Stand 🍋
I think New Job 2 might take it this year. I mean, it's crushing. I don't think we have an Avatar-level movie.
Lemonade Stand
We are moving to Japan | Ep 004 - Lemonade Stand 🍋
So I think the studios somewhat know that, but my understanding from reading this is, like, there's real culture of fear now because... In an industry where the pie is growing, everyone feels like they can take risks. But whenever it starts to shrink even a little bit, everyone clamps down on their job and their territory and their property and what they have. And they do not want to lose it.
Lemonade Stand
We are moving to Japan | Ep 004 - Lemonade Stand 🍋
They don't want to be the guy fired or the guy that makes the big flop. Even though it's happening now. They're getting flop after flop after flop.
Lemonade Stand
We are moving to Japan | Ep 004 - Lemonade Stand 🍋
They're trying to be as safe as possible.
Lemonade Stand
We are moving to Japan | Ep 004 - Lemonade Stand 🍋
Like Toronto, half the shows are made there.
Lemonade Stand
We are moving to Japan | Ep 004 - Lemonade Stand 🍋
Do you guys watch movies in theaters anymore? Is that a regular part of your... Okay, you actually reminded me.
Lemonade Stand
We are moving to Japan | Ep 004 - Lemonade Stand 🍋
I want to latch on that, though, because I was thinking about the same thing. I was like, there are good movies. There's a movie called Black Bag that just came out. It looks awesome. I want to see it. It's not going to do very well. I think... And this is the bigger discussion.
Lemonade Stand
We are moving to Japan | Ep 004 - Lemonade Stand 🍋
It's almost like the decline of the monoculture because half of the fun of watching a movie like that is knowing someone else watched it and you can talk about it. But if you go alone, it's still enjoyable, but it feels very...
Lemonade Stand
We are moving to Japan | Ep 004 - Lemonade Stand 🍋
I don't know, isolated or disconnected in a way that like some of those top movies from 2006 or 99 that I showed you, that was almost a fun cultural event where I would go see Talladega Nights or Click or whatever. And you could talk about it with all your friends at school. I think there's a loss of that that makes it less valuable
Lemonade Stand
We are moving to Japan | Ep 004 - Lemonade Stand 🍋
Barbenheimer, Avengers, like some things break through and they still do great.
Lemonade Stand
We are moving to Japan | Ep 004 - Lemonade Stand 🍋
If you're going to be the savior of the industry, you need to see Minecraft movie at least three times on open. No, don't say no. You're standing up for this. This is our last hope. America could lose our streak. America could lose our streak. We're like 30 years running. It's up to you. You have to watch it on loop.
Lemonade Stand
We are moving to Japan | Ep 004 - Lemonade Stand 🍋
You hate LA and you're a name dropper? You should be proud to be in this. I can do both.
Lemonade Stand
We are moving to Japan | Ep 004 - Lemonade Stand 🍋
Oh, Jabrinsky in LA is hanging out with Jabrinsky.
Lemonade Stand
We are moving to Japan | Ep 004 - Lemonade Stand 🍋
Until Jack Black talks to me. All right. Yeah.
Lemonade Stand
We are moving to Japan | Ep 004 - Lemonade Stand 🍋
I'm supposed to take the comments. Oh, right, sorry, your villain seat. I think we should replace all movies with AI. There we go. No, think of the artists.
Lemonade Stand
We are moving to Japan | Ep 004 - Lemonade Stand 🍋
You didn't even get a Studio Ghibli Xi Jinping.
Lemonade Stand
We are moving to Japan | Ep 004 - Lemonade Stand 🍋
Did it kill Hitler to save five people? It seems like a really easy choice. It said no. It said no?
Lemonade Stand
We are moving to Japan | Ep 004 - Lemonade Stand 🍋
Okay, okay, brother. Okay, brother. Don't call me brother. Get a little familiar.
Lemonade Stand
We are moving to Japan | Ep 004 - Lemonade Stand 🍋
I heard you can't buy it unless you move there. You can't, I couldn't like make an investment.
Lemonade Stand
We are moving to Japan | Ep 004 - Lemonade Stand 🍋
Yeah, they're like building for the test.
Lemonade Stand
We are moving to Japan | Ep 004 - Lemonade Stand 🍋
Sorry, go ahead. I was going to say, this is really cool. And I have been using 4.5 and it is awesome for some things. I'm seeing all these different vectors get good enough at the same time to do some really horrendous things, which is like... I don't know if you've tried the new, I forget the name, but there's a new voice model that sounds insane. It's like Willow or something.
Lemonade Stand
We are moving to Japan | Ep 004 - Lemonade Stand 🍋
Yeah, it's a new one. And it talks with the pauses and the, like of a human, like in a way that I haven't seen before. It's like, Like, what's up, bro? And it, like, stops, and he's, like, and he, like, laughs at the right moments, and then breathes, and it, like, it just sounds like a fucking human in a way that scared me.
Lemonade Stand
We are moving to Japan | Ep 004 - Lemonade Stand 🍋
And so, like, if you could pair that, but it also, the things it says were kind of stupid. Like, it wasn't a smart thinker. But if you pair that voice model with this writer, and then you put it on the phone with my grandma, she is getting fished 24 hours a day. You know what I'm saying? I think people are gonna actually need safe words. Finally, I can scam at scale.
Lemonade Stand
We are moving to Japan | Ep 004 - Lemonade Stand 🍋
Yeah, it's like scamming at scale. And it's putting poor call center scammers out of work.
Lemonade Stand
We are moving to Japan | Ep 004 - Lemonade Stand 🍋
This is so interesting. Something I reflect on a lot is the first time I ever heard of OpenAI, I was sitting in an arena in Seattle at the International Games.
Lemonade Stand
We are moving to Japan | Ep 004 - Lemonade Stand 🍋
I have a specific example of where this is bothering the shit out of me and I want to bring it up. So I talk about a lot of like, I don't know, contentious topics on stream. I cover current events or news, which means you're going to get comments that are pushing back on you or whatever. And I've always dealt with those and it's fine. And you have a conversation.
Lemonade Stand
We are moving to Japan | Ep 004 - Lemonade Stand 🍋
Sometimes you learn something from them and they learn from you. But I'm seeing it more and more every month where the comments are clearly AI generated and their response to my response is like they put my response into ChatGPT and asked it to write comments a response to what I'm saying.
Lemonade Stand
We are moving to Japan | Ep 004 - Lemonade Stand 🍋
I see. So you go there for six months. So all I have to do is keep going there every six months and add to my housing report.
Lemonade Stand
We are moving to Japan | Ep 004 - Lemonade Stand 🍋
It frustrates the shit out of me because I'm not even hearing your thoughts. And it's like, I don't mind you. I use it to learn. I'm getting all these weird mixed feelings because I really do. I think I was doing it today, but Doug has opened my eyes. There's so many good ways to use it. but I am getting frustrated with the ways it's being used.
Lemonade Stand
We are moving to Japan | Ep 004 - Lemonade Stand 🍋
Or an Amazon review. Or an Amazon review.
Lemonade Stand
We are moving to Japan | Ep 004 - Lemonade Stand 🍋
This is the excuse he makes to ignore my texts. I text him all the time and he's like, I can't tell you that. Nobody verified this. It could be anybody. I just want to hang out. I just want to get lunch with you. And you're like, where's your blue check mark?
Lemonade Stand
We are moving to Japan | Ep 004 - Lemonade Stand 🍋
Do you consider yourself an honorary Nihongo?
Lemonade Stand
We are moving to Japan | Ep 004 - Lemonade Stand 🍋
I know he's right about everything, but I don't know why.
Lemonade Stand
We are moving to Japan | Ep 004 - Lemonade Stand 🍋
I want him to tell me the frogs are gay.
Lemonade Stand
We are moving to Japan | Ep 004 - Lemonade Stand 🍋
No, it sounds crazy, but if he says it, I feel like it's going to work. Now there's a little bit of trust here. There's a bit of journalism to it.
Lemonade Stand
We are moving to Japan | Ep 004 - Lemonade Stand 🍋
We're already thinking so big. On this small town and they're like, we're dying and we're running out of people. And then we have three new immigrants that are coming to help turn things around and we show up for one day.
Lemonade Stand
We are moving to Japan | Ep 004 - Lemonade Stand 🍋
The Russian economy is in trouble already.
Lemonade Stand
We are moving to Japan | Ep 004 - Lemonade Stand 🍋
I'm doing pro-Xi Jinping movie stuff and you're doing pro-Weibo. This is an anti-argument, right? I think there is... Doug's been talking about how Taiwan's a part of China.
Lemonade Stand
We are moving to Japan | Ep 004 - Lemonade Stand 🍋
That's why America was smart to do no trains. No trains! We got it! We figured it out! We figured it out! We knew there'd be a crisis in the long term. You're really planning for that. We're long-term thinkers.
Lemonade Stand
We are moving to Japan | Ep 004 - Lemonade Stand 🍋
I'm a bit of a Japan expert. Why don't they simply use the mechs or the mech suits that they've got? Oh, yes. Is that not, well, in the budget? Well, Britannia is still winning the war. And so most of them are in combat right now. It's tough.
Lemonade Stand
We are moving to Japan | Ep 004 - Lemonade Stand 🍋
You know what's interesting? It's not just Japan. So I looked at this too. Italy is going through pretty much bar for bar the same thing. They're a little more open to immigration, but you can get a $0, $1 house... in Italy, in the countryside, where anything outside of the city, it's like they have an aging population with not enough young people. People are leaving the small towns.
Lemonade Stand
We are moving to Japan | Ep 004 - Lemonade Stand 🍋
If you go live there, they'll basically give you your house for free.
Lemonade Stand
We are moving to Japan | Ep 004 - Lemonade Stand 🍋
So like for an average person, it's not a good deal still because you're so isolated and the town is dying. But I'm wondering when someone's going to flip and people are going to move as flocks. Like if you had eight of your friends and all your families, you all decide you were just going to take over the small town. You could get insane real estate.
Lemonade Stand
We are moving to Japan | Ep 004 - Lemonade Stand 🍋
Yeah, you don't need toothpaste. You don't need toothpaste. Rub banana peels on your teeth. I use this and I use mouth tape and my teeth are pearly.
Lemonade Stand
We are moving to Japan | Ep 004 - Lemonade Stand 🍋
Yeah, I saw a graph that was like, It showed New York and then it layered over it what buildings that are there now wouldn't be allowed to be built under current zoning laws.
Lemonade Stand
We are moving to Japan | Ep 004 - Lemonade Stand 🍋
It was 40%. So 40% of New York that exists right now wouldn't be allowed to be built today.
Lemonade Stand
We are moving to Japan | Ep 004 - Lemonade Stand 🍋
The way it's been zoned. You can only build high scale luxury apartments. You can only build like the highest end stuff you can't build.
Lemonade Stand
Are We Getting Dumber? | Ep 003 - Lemonade Stand 🍋
Did you know that if you go to x.com, the everything app, and you submit the winning college basketball bracket for March Madness, you could win a trip to Mars. This is a real thing that's on Twitter.
Lemonade Stand
Are We Getting Dumber? | Ep 003 - Lemonade Stand 🍋
And so what I'm thinking is because we have a big audience now, if every one of our viewers, we all submit a different bracket, but we put Atriox's name, then one of us will win, and then Elon will kidnap him and send him to Mars, and we'll finally be rid of you.
Lemonade Stand
Are We Getting Dumber? | Ep 003 - Lemonade Stand 🍋
And that maybe it is a world where we want to have more specialized tools of, you know, AI education or tutors or whatever that aren't just like, we're going to jam you into this box, check all the boxes over the course of high school. Emmett's take is a bit, I don't know, psychic prison feels like a bit much.
Lemonade Stand
Are We Getting Dumber? | Ep 003 - Lemonade Stand 🍋
I want that to happen in my lifetime. It would be sick to go. You, like, no matter how much you hate Elon, like, you've got to admit that when the starship caught with the two chopsticks and the spaceship landed. It was awesome. Cinema, right?
Lemonade Stand
Are We Getting Dumber? | Ep 003 - Lemonade Stand 🍋
Did I get my dream and he's farther away from me? Elon and H-Rock and Mars together. You two chopping it up.
Lemonade Stand
Are We Getting Dumber? | Ep 003 - Lemonade Stand 🍋
Do you want to take away people's phones and their weed? Yeah, no phones, no weed aided.
Lemonade Stand
Are We Getting Dumber? | Ep 003 - Lemonade Stand 🍋
And it helps. And when they do, it helps. Scores go up. I just want to point out for the audio listeners, Brendan just got a call in the middle of that sentence and had to put his phone down on his lap. Go ahead.
Lemonade Stand
Are We Getting Dumber? | Ep 003 - Lemonade Stand 🍋
I'm getting fucking bored. In the middle of the sentence, reached out for his phone and looked down away from us.
Lemonade Stand
Are We Getting Dumber? | Ep 003 - Lemonade Stand 🍋
These are Alpha Tate's three commitments. Tech bros, I'm sorry you had to wait a whole 25 minutes to talk about AI, but we're back into AI, dude. All right, let's talk about how AI is going to make everything better. And there's literally no downside, right? I can't think of any.
Lemonade Stand
Are We Getting Dumber? | Ep 003 - Lemonade Stand 🍋
Okay, so I think there is an important premise to start with, which is that one-on-one tutoring of a student is shown to be vastly more effective. And there's been a lot of studies by this. I found one from the University of Chicago.
Lemonade Stand
Are We Getting Dumber? | Ep 003 - Lemonade Stand 🍋
But the difference between having a teacher in front of a group of people who is giving the same lecture and the same broad lesson to everybody versus a one-on-one tutor is massive difference. And we all know this, right? That's why rich people pay for tutors for their kids. And then it always makes them do way better in school, right?
Lemonade Stand
Are We Getting Dumber? | Ep 003 - Lemonade Stand 🍋
So if we agree with that premise, which has been around and known for decades and decades and decades, if we could transform our education system to be more like a one-on-one tutor experience, that could have incredible benefits for kids. So there are now studies going on with basically people using AI LLMs to have an AI tutor, essentially. So this is in early stages.
Lemonade Stand
Are We Getting Dumber? | Ep 003 - Lemonade Stand 🍋
These are going to get way better. But even there's some studies in Nigeria and Ghana. One of them is crazy. In Nigeria, they had students in a six-week program for one hour a day after school. They talked to this LLM chatbot to help them learn English. And they tested that at the end. The six weeks was equivalent to two years of typical learning.
Lemonade Stand
Are We Getting Dumber? | Ep 003 - Lemonade Stand 🍋
That is how big of a difference having a tailored experience was. They did math in Ghana. Kids were given an hour of this AI math tutor on WhatsApp. And over eight months of doing this, one hour a day, it was an extra year of learning. Like these are crazy gains when you can tailor education to a specific person. So Alpha School, I only found out about this recently. It's the school in the U.S.
Lemonade Stand
Are We Getting Dumber? | Ep 003 - Lemonade Stand 🍋
There's like nine campuses, something like that. And there's some like prominent tech people who's like kids are in these things. Their premise for their school is there are two hours a day of actual school.
Lemonade Stand
Are We Getting Dumber? | Ep 003 - Lemonade Stand 🍋
You sling dick. You smoke that marijuana. They know what alpha school.
Lemonade Stand
Are We Getting Dumber? | Ep 003 - Lemonade Stand 🍋
She fucking goes. She watches the LeBron videos.
Lemonade Stand
Are We Getting Dumber? | Ep 003 - Lemonade Stand 🍋
So this school, their premise is you have two hours a day, that's it, of really tailored learning. Their teachers are no longer considered teachers. They are guides. And their goal is to be these one-on-one mentors with each student, which are offering support and guidance and motivation for the student to work with this AI tutor to have really tailored education to them.
Lemonade Stand
Are We Getting Dumber? | Ep 003 - Lemonade Stand 🍋
And the testimonies from kids are like, Like this one, I don't have to stick to just second grade. I can learn it third and fourth grade content too, right? Like kids can go at their own rate for all these different topics. And then the rest of the day they spend doing all of these, whatever activities they're interested in.
Lemonade Stand
Are We Getting Dumber? | Ep 003 - Lemonade Stand 🍋
So they can like try to run their own business or they do some sort of outdoor activity or pottery or whatever they feel like, whatever's going to make them the biggest alpha. So this is interesting. I only learned about this recently, but apparently the results of this are insane.
Lemonade Stand
Are We Getting Dumber? | Ep 003 - Lemonade Stand 🍋
Like the scoring that these kids are doing is vastly higher on average than a traditionally educated kid in the Texas region. And it's wild to think that like two hours, and I imagine myself in school and like how much of schooling was me just forcing myself through this slog. And if it was tailored to me,
Lemonade Stand
Are We Getting Dumber? | Ep 003 - Lemonade Stand 🍋
Like now, I learn at like 100 times the rate I used to because I tailor everything to my interests and largely use AI to help me do that. And I'm very optimistic about us potentially transforming education that is separate from phones, which I don't think kids should have in school.
Lemonade Stand
Are We Getting Dumber? | Ep 003 - Lemonade Stand 🍋
What's it like once you broke out of the matrix?
Lemonade Stand
Are We Getting Dumber? | Ep 003 - Lemonade Stand 🍋
The rate at which I've learned history, programming, a new language, like learning Japanese, are all easily 10 times the rate at which I used to learn things 10 years ago using AI tools.
Lemonade Stand
Are We Getting Dumber? | Ep 003 - Lemonade Stand 🍋
It is wild. It's not just feedback. It's that it's custom tailored to you, right? Imagine a teacher who's explaining the article to you, but there's 30 people who all have their own questions. and you get lost in... Yeah, it's like what I'm lost on, I get an immediate answer.
Lemonade Stand
Are We Getting Dumber? | Ep 003 - Lemonade Stand 🍋
And you can tailor it to... I mean, imagine, again, kids who are like... Like my teacher friend was saying, kids don't seem to be as motivated nowadays. And what I would hope is that AI tools or whatever modern education tools we use, whether it's AI or not, can be tailored so this kid who's terrible at focusing on math...
Lemonade Stand
Are We Getting Dumber? | Ep 003 - Lemonade Stand 🍋
It can be rephrased in some sort of game that's related to Fortnite or their favorite characters or a weird like movie thing in a way that actually gets their attention, right? At a level that matches their specific type of learning.
Lemonade Stand
Are We Getting Dumber? | Ep 003 - Lemonade Stand 🍋
I mean, you're saying they're breaking out of the psychic prison.
Lemonade Stand
Are We Getting Dumber? | Ep 003 - Lemonade Stand 🍋
That's my, I'm not going to pretend like no AI is straight up destroying our current education system, like straight up. And I think there's a world where we can go, okay, long-term this, like things like this alpha school could be really positive. I, I have an education from one of the best computer science schools in the country and a computer science degree from it.
Lemonade Stand
Are We Getting Dumber? | Ep 003 - Lemonade Stand 🍋
And I think that education quality was perfect. pretty bad overall. And I am not heartbroken if the fairly shitty way of having us learn and test our learning knowledge, which had almost no correspondence to who went on to actually be successful and make an impact in the world. I'm not that heartbroken. If that system fails, I'm not that heartbroken.
Lemonade Stand
Are We Getting Dumber? | Ep 003 - Lemonade Stand 🍋
If doctor, if, if professor Brian Harvey can't fucking grade our scheme, uh, projects as well anymore.
Lemonade Stand
Are We Getting Dumber? | Ep 003 - Lemonade Stand 🍋
Yeah, well, no, he's got this famous, he's got this famous video about not cheating and he's right morally, like obviously morally, I'm not, I'm not supportive of cheating or anything, but, but it's, it, the current structure is fucked for sure. And I think what I hope and think it
Lemonade Stand
Are We Getting Dumber? | Ep 003 - Lemonade Stand 🍋
is and will happen is that we can, we can push it towards these really tailored experiences, but it's not, I don't like the, the, the, the paradigm of like all the kids go to high school and then they take the SAT and that number is how smart you are. It's like that shit is going to end. That's going to end.
Lemonade Stand
Are We Getting Dumber? | Ep 003 - Lemonade Stand 🍋
It's going to be, you are specialized in certain things and you can pursue those things with a lot of like individual focus.
Lemonade Stand
Are We Getting Dumber? | Ep 003 - Lemonade Stand 🍋
Yeah. I, again, don't want to downplay that.
Lemonade Stand
Are We Getting Dumber? | Ep 003 - Lemonade Stand 🍋
That's what I said in the first episode. New technology, it's destructive at first, and then you start getting the gains. And we are currently in the destruction phase, and it's going to be hard and scary and terrible.
Lemonade Stand
Are We Getting Dumber? | Ep 003 - Lemonade Stand 🍋
And I, again, to repeat myself, I am not saying the terrible stuff isn't happening or won't happen, but I just want and hope that people can also acknowledge how much good there is down the road. And then hopefully we try to maximize that, minimize downside. That's, Yeah, but it's fucked right now for sure.
Lemonade Stand
Are We Getting Dumber? | Ep 003 - Lemonade Stand 🍋
Yeah, the description they have is pretty decent. So it's, at Alpha School, teachers shift from traditional roles like grading and writing lesson plans to supporting students' emotional and motivational needs and teaching life skills. Which is like, yeah, I mean, that's a, you know, very optimistic description, but... But in theory, like, yeah.
Lemonade Stand
Are We Getting Dumber? | Ep 003 - Lemonade Stand 🍋
And those are, those are the most impactful teachers that I had is not the ones who wrote really good lesson plans. It's one that we like really tailored to you.
Lemonade Stand
Are We Getting Dumber? | Ep 003 - Lemonade Stand 🍋
Who else could use structure and guidance?
Lemonade Stand
Are We Getting Dumber? | Ep 003 - Lemonade Stand 🍋
This show. Let's move on to... Drama! Guys, it's been... Drama, drama, drama. Almost 43 minutes. I'm sorry, tech bros. We are now moving on to Tesla. Let's talk about Tesla.
Lemonade Stand
Are We Getting Dumber? | Ep 003 - Lemonade Stand 🍋
Okay, this, it's interesting timing because last week we talked a whole lot about Tesla versus Waymo, which is basically the difference between cameras in a car versus cameras and LiDAR in a car. LiDAR being lasers that shoots around and it can like see what's going on irrespective of whether there's light in the camera or there's fog or whatever else.
Lemonade Stand
Are We Getting Dumber? | Ep 003 - Lemonade Stand 🍋
So what, two days later, I think, Mark Rober, giant science YouTuber, if you don't know, very family friendly, makes this video where he compares Tesla to another company, Luminar, who makes LiDAR. So basically he just does a bunch of tests of this exact thing of a car Tesla.
Lemonade Stand
Are We Getting Dumber? | Ep 003 - Lemonade Stand 🍋
Yeah, timing's crazy. Of a car that just does cameras. versus a car that has this LiDAR system built in. And so he puts out this video, and somewhat predictably, the Tesla fails several of these things, and the LiDAR system succeeds at all of them.
Lemonade Stand
Are We Getting Dumber? | Ep 003 - Lemonade Stand 🍋
For example, if there's like super bright lights in the car, I forget exactly which ones Tesla failed, it failed like half, but like super bright lights, or rain that is falling from a bunch of hoses that completely obscures the vision, right?
Lemonade Stand
Are We Getting Dumber? | Ep 003 - Lemonade Stand 🍋
And then the last one is he went through a fake cartoon painted wall, so he's like, and if you're looking at the video you can see it, he drives through a wall that is painted to look like the background. This is not something that happens in real life.
Lemonade Stand
Are We Getting Dumber? | Ep 003 - Lemonade Stand 🍋
But the point of this is like, there is a physical object on the road and the laser LIDAR system absolutely can detect it, but the cameras can't because the cameras, it just looks like the road is continuing, right? So he did this test and it's very fun and dramatic. I thought it was interesting, the response to some of this. So this was one of the most prominent criticisms I saw.
Lemonade Stand
Are We Getting Dumber? | Ep 003 - Lemonade Stand 🍋
I don't know who Sawyer Merritt is, although in his bio it says investor of Tesla. So I think he's slightly biased. Sure. But there's, you know, the timing of this was so interesting. And he posts this video, Mark Rober posts this video. And then on Monday, Tesla stock drops and Luminar stock, who makes the LIDAR that he showed off, increased significantly. 25%. It's a 10 million view video.
Lemonade Stand
Are We Getting Dumber? | Ep 003 - Lemonade Stand 🍋
It's a big... By two days later, it peaked at a 50% increase.
Lemonade Stand
Are We Getting Dumber? | Ep 003 - Lemonade Stand 🍋
Yeah. So Mark Rober said he followed up, and due to criticism, he was like, we did not receive money from Luminar. But Luminar's stock goes way up. What Luminar does, they don't make cars, but they make the LiDAR system that they're trying to sell to cars. So they're trying to make a standalone LiDAR system.
Lemonade Stand
Are We Getting Dumber? | Ep 003 - Lemonade Stand 🍋
So this guy, sorry, Merritt comes in and is voicing some of the big criticisms against this video. Mark Rober does. The first up is that he doesn't actually use Tesla's full self-driving technology. He uses autopilot. So autopilot is like every Tesla car basically has this and it's like a highway driver assist. It just like keeps you in the lanes and whatnot.
Lemonade Stand
Are We Getting Dumber? | Ep 003 - Lemonade Stand 🍋
And it is supposed to break and stop you from hitting things, but it's not full self-driving. There is, as of the last like five years, there's full self-driving SFD that Tesla's have. And that's the new thing that is meant to be self-driving. So right off the bat, it's kind of strange. He just straight up didn't use Tesla's advanced system at all.
Lemonade Stand
Are We Getting Dumber? | Ep 003 - Lemonade Stand 🍋
He used the old one from five years ago that is not meant for things like this. There's also inconsistencies in the video. So he like posts this clip on YouTube due to criticism of him driving through the wall with the Tesla. The Tesla just smashes through it. But he activates the autopilot mode like three seconds before going to the wall, like really late. And that impacts it.
Lemonade Stand
Are We Getting Dumber? | Ep 003 - Lemonade Stand 🍋
Whereas with the LIDAR car, they activate it way down the runway and there's like tons of time for the car to realize there's a wall there. Not only that, he posts this raw footage and says, like, this is the raw footage. That's how you know I didn't fake this. But then in the video, there's a different clip where he activates the autopilot earlier in the runway at a different time.
Lemonade Stand
Are We Getting Dumber? | Ep 003 - Lemonade Stand 🍋
So basically, they did multiple takes and then spliced them together in the YouTube video, which is just kind of strange and weird. And there's other things people, you know, being... Like, why was there a child that you ran over afterwards? And obviously the answer to that is it's dramatic and fun.
Lemonade Stand
Are We Getting Dumber? | Ep 003 - Lemonade Stand 🍋
So it's, I mean, really, I think the point is like he, I think Mark Rober's an extremely talented guy, and I don't think this was well-intentioned, but it is, I think, objectively misleading. The video is titled...
Lemonade Stand
Are We Getting Dumber? | Ep 003 - Lemonade Stand 🍋
can you trick a self-driving car or can you fool a self-driving car and then does not use Tesla's full self-driving capabilities and then basically stacks the odds against it and doesn't give a whole lot of clarity around like, hey, we're doing a bunch of tests and we are giving Tesla as many disadvantages as possible.
Lemonade Stand
Are We Getting Dumber? | Ep 003 - Lemonade Stand 🍋
Disclaimer again, I don't love Tesla and Elon Musk, goddamn, but I am at least voicing some criticism. And so, you know, this, I would go so far as to say most of the people criticizing this are clearly angry Tesla investors who want to believe the Kool-Aid.
Lemonade Stand
Are We Getting Dumber? | Ep 003 - Lemonade Stand 🍋
You know, I'm not convinced this is some big scandal or whatever, but it was kind of weird and interesting how much of a market impact this video for Mark Rober had, as well as the fact that objectively, He gave a lot of disadvantages to Tesla. It's a little weird.
Lemonade Stand
Are We Getting Dumber? | Ep 003 - Lemonade Stand 🍋
He's a NASA engineer or was a NASA engineer.
Lemonade Stand
Are We Getting Dumber? | Ep 003 - Lemonade Stand 🍋
He literally used the outdated system that is not meant to be self-driving and made that his comparison in a video called Can You Full Self-Driving Car? You want to test the latest thing
Lemonade Stand
Are We Getting Dumber? | Ep 003 - Lemonade Stand 🍋
Most likely the results would be the same. But the fact that he disadvantaged Tesla unnecessarily, it's just like, why did you do that? Like now there is so much criticism because genuinely it's not fair.
Lemonade Stand
Are We Getting Dumber? | Ep 003 - Lemonade Stand 🍋
If you pause this footage, when Mark Rober drives through the wall, it's just Mark Rober driving. Autopilot's off. That's what I'm saying.
Lemonade Stand
Are We Getting Dumber? | Ep 003 - Lemonade Stand 🍋
um there's a whole other topic which i would need i don't know enough about which is the legal side of full self-driving which is if a full self if a waymo hits and kills a person who is at fault like who get what happens like we just put the car in jail or is it the engineers or is it like what happens man so that's that's a whole crazy video recommended after your talk last week i guess i was just looking more into it
Lemonade Stand
Are We Getting Dumber? | Ep 003 - Lemonade Stand 🍋
So before you do that, why don't you spend 30 minutes pulling up a tweet to call us stupid?
Lemonade Stand
Are We Getting Dumber? | Ep 003 - Lemonade Stand 🍋
And this is, I mean, all things considered, this is pretty niche. This is not a huge deal, but it isn't interesting as this conversation goes on with cars and whether we should have LIDAR in them or if Tesla can pull off this thing. And Tesla is saying right now that they're going to launch cyber cabs in June of this year. Like that's in three months.
Lemonade Stand
Are We Getting Dumber? | Ep 003 - Lemonade Stand 🍋
So supposedly in three months in Texas, they're going to be launching cars that don't have a driver in them, which is, from what we are aware of, way too soon. And so this is an ongoing discussion. I think it's going to happen and be very relevant over the next couple of years. It's like, what exactly are our standards as Americans or humans who are near cars? It's like how good it has to be.
Lemonade Stand
Are We Getting Dumber? | Ep 003 - Lemonade Stand 🍋
Can you find a tweet that calls us stupid in under an hour?
Lemonade Stand
Are We Getting Dumber? | Ep 003 - Lemonade Stand 🍋
And again, too expensive and also technically not the best solution.
Lemonade Stand
Are We Getting Dumber? | Ep 003 - Lemonade Stand 🍋
It's both, which is important to recognize. But yes.
Lemonade Stand
Are We Getting Dumber? | Ep 003 - Lemonade Stand 🍋
It's that cheap? Yes. It's gotten way cheaper. It used to be tens of thousands and now it's hundreds is the estimate.
Lemonade Stand
Are We Getting Dumber? | Ep 003 - Lemonade Stand 🍋
the lidar stands are starting to make waves i don't know it feels yeah having a moment it's worth reiterating because i think a lot of people miss this point is that it's not just cost it is the bigger argument is that having your engineering team focused on just a vision approach is going to allow you to do it more effectively than to spread them out across a bunch of tech that has to coordinate that is incredibly hard to do so it's not like you just stick lidar and you got plus one stats in your car like it becomes
Lemonade Stand
Are We Getting Dumber? | Ep 003 - Lemonade Stand 🍋
much more complex. So I just want to reiterate that.
Lemonade Stand
Are We Getting Dumber? | Ep 003 - Lemonade Stand 🍋
I put LIDAR in there. 500 bucks. As far as I can tell, if LIDAR cost $1, Elon would not put them in Teslas because he thinks the better approach to actually achieving full self-driving is to have a simpler vision-based approach that you just get that way. Again, he says it's a software problem, not a hardware problem. That's the thinking. That's the thinking.
Lemonade Stand
Are We Getting Dumber? | Ep 003 - Lemonade Stand 🍋
Do you think we could ship all of the LiDAR lasers using a fleet from the Jones Act? Oh, my God.
Lemonade Stand
Are We Getting Dumber? | Ep 003 - Lemonade Stand 🍋
So they have to like ping pong between countries.
Lemonade Stand
Are We Getting Dumber? | Ep 003 - Lemonade Stand 🍋
I like the idea that the yard just becomes like a mystery science theater. They're just watching our show making fun of Aiden the whole time.
Lemonade Stand
Are We Getting Dumber? | Ep 003 - Lemonade Stand 🍋
That's what our Patreon tier is. You get to ride on our boat.
Lemonade Stand
Are We Getting Dumber? | Ep 003 - Lemonade Stand 🍋
Like half or a third of the price or something to take a boat in China or Korea. For better quality. Yes. It's like we just have old, shitty, expensive boats that you then have to use to move something from Puerto Rico to Florida.
Lemonade Stand
Are We Getting Dumber? | Ep 003 - Lemonade Stand 🍋
When I first thought, I think you and I graduated around 2012. We hit the peak, baby. Truly representative of the cognitive decline. I talked to a teacher friend of mine about kids and what's been going on. I think we, as we talk about it, probably need to separate COVID.
Lemonade Stand
Are We Getting Dumber? | Ep 003 - Lemonade Stand 🍋
And my understanding is arguably it's like, so this is what we're doing instead of the government subsidizing a shipping industry is we force Americans to pay more to get their stuff shipped and particularly like Hawaii, Puerto Rico, Alaska, just have to pay way more for all their shit because it has to be, it has to be shipped on these boats that are old and expensive and there's not very many of them.
Lemonade Stand
Are We Getting Dumber? | Ep 003 - Lemonade Stand 🍋
And so the biggest advocates to repealing the Jones Act are Puerto Rico, Hawaii, Alaska, anybody who doesn't live in the contiguous United States because you just have to pay way more. So arguably, instead of our government subsidizing our shipping fleet, it's Puerto Ricans subsidizing our shipping fleet and just paying.
Lemonade Stand
Are We Getting Dumber? | Ep 003 - Lemonade Stand 🍋
Like, we have Hawaii as, like, a very important state that everybody loves, and then we're just like, yeah, but we're going to make it super expensive for you guys to get anything. It's wild. I would lean more towards a straight-up government subsidies because I just don't think it makes sense.
Lemonade Stand
Are We Getting Dumber? | Ep 003 - Lemonade Stand 🍋
And I know free markets have downside, but, like, in this case, I would rather our shipyards have to compete and we have a smaller amount that are actually good rather than what we have, which is... a bunch of expensive, slow, shitty fleets, and then everybody's paying more for stuff. I just don't see how this benefits.
Lemonade Stand
Are We Getting Dumber? | Ep 003 - Lemonade Stand 🍋
It's not like it's all roses on the other side of this is like okay well What happens when you let like like full competition take place?
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Are We Getting Dumber? | Ep 003 - Lemonade Stand 🍋
My friend who's a high school teacher was saying right now, the way he phrased it, the last wave of kids who are really messed up by COVID are finally starting to leave the school system.
Lemonade Stand
Are We Getting Dumber? | Ep 003 - Lemonade Stand 🍋
I think it's like... I don't know the number. I believe it's like either 100,000... Between 100,000 and like a couple hundred thousand people are employed by the Jones Act shipping stuff. So it's like you lose that. And that's not insignificant.
Lemonade Stand
Are We Getting Dumber? | Ep 003 - Lemonade Stand 🍋
But then, you know, again, the other side of the coin is there are millions and millions and millions of people in the United States and various areas who are paying way more, basically, so that those people have jobs. And it's like, is that... Dude, the other thing that...
Lemonade Stand
Are We Getting Dumber? | Ep 003 - Lemonade Stand 🍋
I would be more stoked about repealing the Jones Act if Trump was not burning all of the bridges with Japan and Korea, who are the only ones who could make our ships if we go to war with China. You know? It's like, I generally am all about free market, but then when you also burn the bridges to the rest of the market, that is like... You have to be able to make it yourself.
Lemonade Stand
Are We Getting Dumber? | Ep 003 - Lemonade Stand 🍋
that's that's one thing i've read about a little bit which is bigger conversation but like if we go to war as far as my understanding like america is completely porked right now like we can't build ships we can't build most of our stuff all the raw materials comes from other countries so like we just would not be able to build things and then i don't know if that helps or hurts that if we repeal the jones act and then there's more competition i don't know man it's it's a little dire regardless well hopefully there's no war with china
Lemonade Stand
Are We Getting Dumber? | Ep 003 - Lemonade Stand 🍋
But like, but like they are so messed up. And the way he phrased it was like, these are kids who justifiably have no sense of authority when it comes to like schooling or teaching or parents or anything, because there was this two year period where they were just at home and could do whatever they wanted.
Lemonade Stand
Are We Getting Dumber? | Ep 003 - Lemonade Stand 🍋
It comes in with your little white book trying to spread your lies to the youth.
Lemonade Stand
Are We Getting Dumber? | Ep 003 - Lemonade Stand 🍋
We can end this on some juicy-ass drama.
Lemonade Stand
Are We Getting Dumber? | Ep 003 - Lemonade Stand 🍋
I have got juicy drama in the world. Dun-dun. Of HR SaaS companies. This is not juicy drama.
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Are We Getting Dumber? | Ep 003 - Lemonade Stand 🍋
He's actually got me hooked. I have to browse that shit. Aiden's going to know about all the HR drama, and you're not. Yes, sir.
Lemonade Stand
Are We Getting Dumber? | Ep 003 - Lemonade Stand 🍋
All right, this is all, I swear this is all real. I'm not exaggerating. Okay, there's a bunch of HR companies. You got Workday, right? Everybody loves Workday. I mean, they all hate it. They hate it. Any major company has some sort of HR software. It helps with like employees and contracting and payroll and all this other stuff, right? All this like not very fun stuff, but there's a huge business.
Lemonade Stand
Are We Getting Dumber? | Ep 003 - Lemonade Stand 🍋
And he said, as a teacher, there was no way to discipline anybody or stop them from just playing Minecraft all day long. Right. And so the, the structures that we were told as a kid of, you have to listen to your parents and go to school and do these things just completely collapsed because And so he said, they're like kind of getting used to it again.
Lemonade Stand
Are We Getting Dumber? | Ep 003 - Lemonade Stand 🍋
Okay. The two of the newer players are Rippling and Deal. Deal spelled D-E-E, or sorry, D-E-E-L. So Deal. Okay. So these two, they're actually, they're both grown really rapidly. They kind of specialize a little bit in one thing versus the other. But for the most part, it's like, here's all the HR tools you need for your business. They're evaluated most recently.
Lemonade Stand
Are We Getting Dumber? | Ep 003 - Lemonade Stand 🍋
This is like two years ago at 12 billion and 13 billion. They're like neck and neck. Okay. And they're like ultra competitive. Okay. Okay. Um, and so you might think, yeah, who cares? That's not very interesting. They start beefing. Okay. They start to like pretty aggressively pursue each other's customers. Right. Cause they go for businesses, you know?
Lemonade Stand
Are We Getting Dumber? | Ep 003 - Lemonade Stand 🍋
And so they're like, they go Nike is I think with deal. So rippling goes, it's like, Hey, we're, we used to come over to rippling. We have a better business, all this stuff. And so at some point recently deal, and I have it up here. Oh, I'll accept all the cookies. Deal, one of the two services, they post something called Deal versus Rippling. This is on their website? This is on their website.
Lemonade Stand
Are We Getting Dumber? | Ep 003 - Lemonade Stand 🍋
It's like if you went to Coke's website and it was just Coke versus Pepsi.
Lemonade Stand
Are We Getting Dumber? | Ep 003 - Lemonade Stand 🍋
Yeah, that'd be... Guys, trust me, this is the least dramatic it gets. So this is the start. Deal... The HR company posed deal versus rippling. And they're like, we have all these entities, integrations, payment methods, get started. Here's the companies. Deal is rated higher than rippling in 74% of the shared markets. It's just this straight up, hey, here's a comparison.
Lemonade Stand
Are We Getting Dumber? | Ep 003 - Lemonade Stand 🍋
product graph. It's a comparing of like their two subscriptions, except it's their company checking every box and Rippling failing over and over and over. It's like automate IT operations X. No, they can't do it. It's kind of like a Mark Rober video though, right? Yeah, right, right. All right, so Neil throws out a punch, right? And so Rippling strikes back. How do you think Rippling would reply?
Lemonade Stand
Are We Getting Dumber? | Ep 003 - Lemonade Stand 🍋
You might think they'll make their own page. No, no, no. What Rippling did is they introduced a snake game. Oh! And so they make an actual game of snake where you move around and you have to get little items, right? And they say, don't buy snake oil. Deal claims to be a one-stop solution for your global payroll needs, but their customers pay the price. Play this game to find out the difference.
Lemonade Stand
Are We Getting Dumber? | Ep 003 - Lemonade Stand 🍋
And then as you play this snake game, I don't know if I can play it on this iPad here, but it shows a claim. Oh, I can't. It shows a claim from deal. And then when you go and you get it, it shows you the actual thing that they said. Deal's marketing claim, pay anyone anywhere in minutes. Reality could take days to run global payroll.
Lemonade Stand
Are We Getting Dumber? | Ep 003 - Lemonade Stand 🍋
As you play the snake game, each one unlocks a letter for the word mislead. At one point, somebody from Rippling posts a screenshot. One of the executives from Deal played the game and sent in feedback, which is suck a dick with a big dick ASCII art. So they're not full on beefing. They were always competitors on the market.
Lemonade Stand
Are We Getting Dumber? | Ep 003 - Lemonade Stand 🍋
And like people, you know, the younger kids who were younger during COVID are now sort of like back into like the way our education, right. Of the rhythm of how we have traditionally done things. So it sounds like that has really messed things up. And then I, for me, there's a broader question of like, is it a good thing that our school system is dramatically changing?
Lemonade Stand
Are We Getting Dumber? | Ep 003 - Lemonade Stand 🍋
So it's getting pretty intense, right? And you're like, all right, this is funny. And then on Monday, two days ago, the CEO of Rippling releases a tweet. And he says, today, Rippling sued Deal. Our lawsuit alleges that Deal cultivated a spy at Rippling and orchestrated a long-running trade secret theft.
Lemonade Stand
Are We Getting Dumber? | Ep 003 - Lemonade Stand 🍋
Okay, so let me break down what exactly goes on in this very detailed lawsuit where they break down what happened. They, it turns out, at Rippling, use Slack and they have logs for everything somebody does on Slack, including which channels they search for and look at. And they find out that there's a, they think, a spy and a new employee who keeps searching in Slack for deal stuff.
Lemonade Stand
Are We Getting Dumber? | Ep 003 - Lemonade Stand 🍋
So he joins Rippling, and he just starts searching in every single channel for anything related to Deal and any customers that Deal has. And searching for, like, customers that Rippling is trying to get from Deal.
Lemonade Stand
Are We Getting Dumber? | Ep 003 - Lemonade Stand 🍋
And so they're like, we think we have a spy. This employee has nothing to do with this job, but he keeps looking into what Deal is doing. Okay, so... So they're like, we want to see if this guy's actually a spy. And so they honeypot him and they make a fake Slack channel called D, it's like D defectors. Yeah, D defectors.
Lemonade Stand
Are We Getting Dumber? | Ep 003 - Lemonade Stand 🍋
They make a new Slack channel that didn't exist and they send a letter to Deal's chairman, CFO and general counsel that says, hey guys, just so you know, Deal, Us at Rippling, we have a new Slack channel where we talk about all the stuff we have on you. And if you ever mess with us again, we're going to release all of it. Literally just, Honeypot, make this up, right?
Lemonade Stand
Are We Getting Dumber? | Ep 003 - Lemonade Stand 🍋
Within four hours, the alleged spy is now searching for this new channel, which was made specifically for this. So the Honeypot works. This guy who is maybe a spy immediately starts searching for this new channel that has not existed a day before. It is all made up. Okay. It gets better. They go to the High Court of Ireland and they get a court order that they're going to go take his phone.
Lemonade Stand
Are We Getting Dumber? | Ep 003 - Lemonade Stand 🍋
They show up to his desk with a court examiner, like a court-appointed person who is legally authorized to detain this guy. And he runs into the bathroom and locks the door and tries to flush the phone down the toilet. Dude, holy. So the guy is banging on the door saying, you are violating court orders. You have to come out right now. He refuses to respond. After a while, he finally comes out.
Lemonade Stand
Are We Getting Dumber? | Ep 003 - Lemonade Stand 🍋
Because my sense from this article is less that people are dumber and more that people are not doing well on our traditional way of grading intelligence.
Lemonade Stand
Are We Getting Dumber? | Ep 003 - Lemonade Stand 🍋
And you can see here the quote. He says, if you take another step, you're violating court order again. And he says, I'm willing to take that risk. And then he flees the premises. That's crazy. So the spy got away. And he took his phone with him, so they didn't get the phone. They even, in the lawsuit, they're like, we looked through our plumbing system and did not find a phone.
Lemonade Stand
Are We Getting Dumber? | Ep 003 - Lemonade Stand 🍋
This is HR companies. And so Deal's response so far, this is two days ago, said, weeks after... Okay, so they tried to go back on the offensive. And this is basically the end, but... Weeks after Rippling is accused of violating sanctions laws in Russia and seeding falsehoods about deal, Rippling is trying to shift the narrative away. We deny all legal wrongdoing. Legal wrongdoing.
Lemonade Stand
Are We Getting Dumber? | Ep 003 - Lemonade Stand 🍋
And so they're like, oh yeah, Rippling? Well, you guys are selling to the Russians. And then... It follows up in one of the articles. However, Deal itself has also been accused of violating sanctions against Russia, according to a lawsuit filed in Florida earlier this year.
Lemonade Stand
Are We Getting Dumber? | Ep 003 - Lemonade Stand 🍋
So both of them are accused of violating sanctions in Russia, which they're using to distract from the spy, which has been stealing trade secrets from Rippling. It is insane.
Lemonade Stand
Are We Getting Dumber? | Ep 003 - Lemonade Stand 🍋
It's the most boring industry with the most scandalous shit going on.
Lemonade Stand
Are We Getting Dumber? | Ep 003 - Lemonade Stand 🍋
I can't wait to follow up. Is the spy going to get arrested?
Lemonade Stand
Are We Getting Dumber? | Ep 003 - Lemonade Stand 🍋
He tried to flush his toilet and then ran away and said, I'm willing to go to jail for this. That's wild.
Lemonade Stand
Are We Getting Dumber? | Ep 003 - Lemonade Stand 🍋
It's... It's for payroll. Men used to go to war. Now they fight for HR companies, right? We need something to galvanize our youth, because they're just going to do this instead. They're going to scroll on their phones, and they're going to go be a spy for Deal. The funniest thing about this to me is that they sent this letter, this honeypot letter, to Deal's... Dude, the honeypot is brilliant.
Lemonade Stand
Are We Getting Dumber? | Ep 003 - Lemonade Stand 🍋
That's smart. The honeypot's insane. They sent this to only the top people at Deal, so... One of the top people at a $12 billion HR company is personally orchestrating a spy in their competitor and telling them, hey, we just got info about the D Defectors channel.
Lemonade Stand
Are We Getting Dumber? | Ep 003 - Lemonade Stand 🍋
You and I are going to get a letter. The yard has found some incriminating evidence against lemonade stands.
Lemonade Stand
Are We Getting Dumber? | Ep 003 - Lemonade Stand 🍋
It's Twitter. That's why it's the everything app, man. You can go to Mars from watching basketball. It's really covering all the bases right now.
Lemonade Stand
Are We Getting Dumber? | Ep 003 - Lemonade Stand 🍋
Ironically, the isolationists, there might be the most amount of them. Yeah.
Lemonade Stand
Are We Getting Dumber? | Ep 003 - Lemonade Stand 🍋
Okay, all right. I didn't know where you were going. I'm buckling in.
Lemonade Stand
Are We Getting Dumber? | Ep 003 - Lemonade Stand 🍋
I think you should, if I get something wrong, give us the benefit of the doubt. Assume I'm right. Assume that you have it wrong. Right. Just some basic common decency.
Lemonade Stand
Are We Getting Dumber? | Ep 003 - Lemonade Stand 🍋
Yeah, if there's a microphone. I have more subscribers than you.
Lemonade Stand
Are We Getting Dumber? | Ep 003 - Lemonade Stand 🍋
You think phones are good. You get to be the villain this episode.
Lemonade Stand
Are We Getting Dumber? | Ep 003 - Lemonade Stand 🍋
Right, right, right. That's true. Okay.
Lemonade Stand
Are We Getting Dumber? | Ep 003 - Lemonade Stand 🍋
You know, everyone's like, yeah. Yeah, it is actually easier to condemn the guy who did the Nazi season. It actually is easier.
Lemonade Stand
Are We Getting Dumber? | Ep 003 - Lemonade Stand 🍋
You know what? My heart goes out to all the people in chat who I like. I think we should strive to have a couple uninformed, loud people. It brings life to the comment section.
Lemonade Stand
Are We Getting Dumber? | Ep 003 - Lemonade Stand 🍋
It's like Ready Player One. That's where he leaves his inheritance on Mars, and then the rest of humanity has to go get it.
Lemonade Stand
Are We Getting Dumber? | Ep 003 - Lemonade Stand 🍋
If you're a three hashtagger, you can go reply to the two asteriskers and you can be like, you aren't committed at all.
Lemonade Stand
Are We Getting Dumber? | Ep 003 - Lemonade Stand 🍋
All right. Oh, is that the last one? I think so.
Lemonade Stand
Are We Getting Dumber? | Ep 003 - Lemonade Stand 🍋
So to close it out, I did actually bring Atrioc a lemon this time.
Lemonade Stand
Are We Getting Dumber? | Ep 003 - Lemonade Stand 🍋
You were going to eat this this whole time. I've been telling my stream that you're going to eat it in one bite.
Lemonade Stand
Are We Getting Dumber? | Ep 003 - Lemonade Stand 🍋
All right. Thanks so much for watching this great episode. See you next time.
Lemonade Stand
Are We Getting Dumber? | Ep 003 - Lemonade Stand 🍋
I'm watching you. I'm watching you suffer and you have no idea it was me. It was me this whole time.
Lemonade Stand
Are We Getting Dumber? | Ep 003 - Lemonade Stand 🍋
Post phones, post... I'm too weird of a person, I think, to have a baseline that I can compare against. I think this is a relevant enough time to bring up this tweet I saw. Okay. So this is a teacher who talked about the current state of education and essentially saying what you are saying, Aiden, so we can start it.
Lemonade Stand
Are We Getting Dumber? | Ep 003 - Lemonade Stand 🍋
Yeah, and that's the core of it, right? That's wild. Which is pretty damning and sounds horrible. That's a wild statement. Then the response, which I think is interesting. So I saw this response from Emmett Shearer, the old CEO of Twitch, and he said, I'm not sure if this is true, but weirdly, if it is, which is just awesome to open air.
Lemonade Stand
Are We Getting Dumber? | Ep 003 - Lemonade Stand 🍋
Yeah, so in response to this teacher explaining how difficult education is right now, he says, I'm not sure if this is true, but weirdly, if it is, it kind of gives me hope. Blur out the judgment and details, and it sounds like a generation staging a jailbreak from psychic prison.
Lemonade Stand
Are We Getting Dumber? | Ep 003 - Lemonade Stand 🍋
So there is an argument that I don't necessarily agree with that the way our schools and the way our everything has been structured education-wise is very much about turning the average citizen into a cog, into a broad cog that can fit into any machine. And I think arguably... that is not a good system for majority of people, particularly in our modern society.
Lemonade Stand
Is Tesla Doomed? | Ep 002 Lemonade Stand
So this means like what their total market value is five to 10 times what they make in a year? That's right.
Lemonade Stand
Is Tesla Doomed? | Ep 002 Lemonade Stand
And that's saying that the market thinks that Tesla is worth 100 times what they're making in a year right now. That's right.
Lemonade Stand
Is Tesla Doomed? | Ep 002 Lemonade Stand
He's done that, okay, to be fair, he's done that once or twice every year since Tesla started.
Lemonade Stand
Is Tesla Doomed? | Ep 002 Lemonade Stand
This quote is important for me and for my point.
Lemonade Stand
Is Tesla Doomed? | Ep 002 Lemonade Stand
Yeah. And that is ultimately the crux of why anybody would think that it's worth a hundred times what it's making is that bet, which is full self-driving. Should I drive into some full self-driving?
Lemonade Stand
Is Tesla Doomed? | Ep 002 Lemonade Stand
Yeah. Okay. Okay. To talk about whether Tesla is basically making a gigantic gamble on self-driving and if it lands, they become insanely valuable. And if it doesn't, they are, they are completely screwed like Elon just said. So let's step back first. And there's basically two competing tech perspectives on how to do self-driving cars.
Lemonade Stand
Is Tesla Doomed? | Ep 002 Lemonade Stand
which are going to dramatically affect whether or not Tesla succeeds at this giant gamble. So I'm gonna start with a very obscure forced analogy that probably won't land. Okay, imagine you have two brothers who are brilliant chefs, okay? And they come up with a souffle recipe. A lemon souffle recipe. The Atrioc and Aiden brothers. Oui, oui. I have a souffle.
Lemonade Stand
Is Tesla Doomed? | Ep 002 Lemonade Stand
Souffles. These are very hard to make, right? Extraordinarily difficult. Not for us. Not for you guys.
Lemonade Stand
Is Tesla Doomed? | Ep 002 Lemonade Stand
And one of the weird things is both these guys are German. The accent makes no sense.
Lemonade Stand
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Okay, so you guys, you come up with this out in Romania. You come up with a souffle recipe. And this is incredibly complex, but you think if you can get this out to the masses, it will be like game-changing for food, right? Everybody's going to love it. And so you guys have two competing ideologies for how you want to distribute to the market. You, Aiden, are like, this is super hard to make.
Lemonade Stand
Is Tesla Doomed? | Ep 002 Lemonade Stand
I'm going to go to our local fine dining restaurant, Gusto's.
Lemonade Stand
Is Tesla Doomed? | Ep 002 Lemonade Stand
And these guys, they're Michelin-starred. Every single person, every cook, they've gone to culinary school, right? They're the best of the best. It's really expensive, and it's slow to make anything, but these guys will get it done, right? And you go to them, and they're like, we'll make your souffle. Over time, maybe we even make a second Gusteau's, and then a third.
Lemonade Stand
Is Tesla Doomed? | Ep 002 Lemonade Stand
Each year, we can kind of expand a little bit.
Lemonade Stand
Is Tesla Doomed? | Ep 002 Lemonade Stand
So you're thinking, okay, yeah, slow, steady, careful, the top of the top, right? You, H-Rock... You hit up McDonald's.
Lemonade Stand
Is Tesla Doomed? | Ep 002 Lemonade Stand
You hit up McDonald's, the headquarters of McDonald's, which is in Romania.
Lemonade Stand
Is Tesla Doomed? | Ep 002 Lemonade Stand
Okay. And McDonald's has 41,000 stores around the world. And their pitch to you is this. Hey. No offense to anybody who works at McDonald's. We're not the greatest cooks of all time. We don't necessarily know exactly how to make the souffle. It might take us a little bit of time to figure it out. It might take us a long time to figure it out. But we're pretty sure we can do it.
Lemonade Stand
Is Tesla Doomed? | Ep 002 Lemonade Stand
And if we do, boom, 40,000 restaurants around the entire world are serving you souffle. Okay. Which approach would you guys take? Which do you think is a smarter approach to getting your souffle out into the world?
Lemonade Stand
Is Tesla Doomed? | Ep 002 Lemonade Stand
And it goes up until we sell the podcast to the Saudis. Yeah. Yeah. I've been in talks.
Lemonade Stand
Is Tesla Doomed? | Ep 002 Lemonade Stand
Yes, there's some E. coli that is sprinkled in. Yeah, the ice cream machine that makes the souffle can break a lot.
Lemonade Stand
Is Tesla Doomed? | Ep 002 Lemonade Stand
I'd go McDonald's, baby. Make that money. I made a guess of which approach you guys would take. Was that correct? You're correct.
Lemonade Stand
Is Tesla Doomed? | Ep 002 Lemonade Stand
Okay, so why? On a high-level business, what's your thinking?
Lemonade Stand
Is Tesla Doomed? | Ep 002 Lemonade Stand
I have a follow-up question that's maybe related. Would you get into a Tesla full self-driving vehicle right now and trust it to take you across Los Angeles? And Tesla's telling you it's really good. They just updated it. But there's been a lot of problems with full self-driving in the past. But they're telling you it's good now.
Lemonade Stand
Is Tesla Doomed? | Ep 002 Lemonade Stand
We're a top 10 show. This is our exit strategy. At some point, we're IPOing and we're going Saudi.
Lemonade Stand
Is Tesla Doomed? | Ep 002 Lemonade Stand
Let's say, you know, you've researched a bit, but you don't have a ton of context. The point is really how much reputational damage is there going to be when you're deciding whether to get in that car?
Lemonade Stand
Is Tesla Doomed? | Ep 002 Lemonade Stand
That was the wrong answer. You die. You get hit by a Cybertruck.
Lemonade Stand
Is Tesla Doomed? | Ep 002 Lemonade Stand
No, no, no. It's to say that there is a fundamental divide when designing a self-driving car about whether you want to make a system that has the minimal amount of tech necessary to work and get the job done and basically try to get your cars out there cheaply and efficiently to the masses and eventually get it working like a McDonald's would or if you go really slow and steady.
Lemonade Stand
Is Tesla Doomed? | Ep 002 Lemonade Stand
And that is like the fundamental divide that is happening between cars. And specifically with tech, it's between LIDAR versus just vision. So all EVs that are trying to do self-driving have vision, which is cameras. When you say vision, it's cameras. So think of like a human being. We have two cameras in our eyes, kind of. That's how we drive, right? And these are my cameras?
Lemonade Stand
Is Tesla Doomed? | Ep 002 Lemonade Stand
And that's why you sometimes wear eye camera shades like this. So all of the vehicles have cameras. And when you buy a Tesla, like right now, it's like eight cameras, right? That are all around the car and can see all of around it. Now, that can get you a lot of information, but as you guys know, if you've ever looked directly into the sun, it's actually hard to see. Sharpens the peepers.
Lemonade Stand
Is Tesla Doomed? | Ep 002 Lemonade Stand
Right, yeah, you train. Or if it's incredibly foggy, or there's whatever conditions that make it hard to see, there are obvious downsides with driving, right, that make driving difficult. Maybe a blizzard or a hurricane or whatever is going on. So LIDAR is Light Detection and Ranging. It is literally shooting laser beams out of the car.
Lemonade Stand
Is Tesla Doomed? | Ep 002 Lemonade Stand
And those laser beams hit a stuff around the car and then bounce back. And from that, it can make a 3D map. It's actually up behind us right now. That's what it looks like. Holy. And this is what a Waymo, which is the most successful, like fully autonomous car right now is doing. If you've seen self-driving cars anywhere, it's in a couple of cities in the US. Yeah.
Lemonade Stand
Is Tesla Doomed? | Ep 002 Lemonade Stand
It is literally acting like a bat and there's that spinning kind of like siren looking thing at the top.
Lemonade Stand
Is Tesla Doomed? | Ep 002 Lemonade Stand
That's a lidar system So it's spinning around and literally shooting lasers at everything around it and in ridiculous amount of definition You get this like 3d world around it looks like the matrix You know when neo like sees the matrix and it's all like green things like all green lines and everything That's what it looks like with lidar um And you might think, that's badass, right?
Lemonade Stand
Is Tesla Doomed? | Ep 002 Lemonade Stand
You should do that. Not only should you do that, it has nothing to do with light, really, right? You can do this in complete darkness, and since you're shooting laser beams everywhere, it doesn't need light. And then on top of that, there's a third thing you can add in, which is radar. And if you look at the imaging here,
Lemonade Stand
Is Tesla Doomed? | Ep 002 Lemonade Stand
not nearly as defined as lidar uh radar is you know what you hear about in you know planes and whatever else which is that this is red dot is your puppy getting run over it's not so bad when you see it like that though it's not as visceral this test footage is done they basically drive a waymo through a dog park and each of these dots this is the email you're getting from waymo and they kill your dog yeah
Lemonade Stand
Is Tesla Doomed? | Ep 002 Lemonade Stand
Okay, so here's the core thing. With radar, quickly, the benefit. LiDAR is this really cool version, right? You can see everything around you. It looks super futuristic. Crazy powerful. Radar, way less so. And this is older tech, right? This is shooting microwaves, or radio waves, sorry.
Lemonade Stand
Is Tesla Doomed? | Ep 002 Lemonade Stand
They're slower, so you're not getting as much definition, but they can go through certain types of, let's say, fog and whatever else. So you basically have two physical different wavelengths, and they can kind of cover each other's gaps, right? LiDAR might have some gaps. Radar can cover that. And then vision, which is cameras, that can see everything around you, again, like eyeballs, right?
Lemonade Stand
Is Tesla Doomed? | Ep 002 Lemonade Stand
Like you would imagine. So there are three different sensors, types of sensors, that you can put into a self-driving car that will help you to learn what's around you, right? And so what Waymo, which is the current leader in the U.S., has done is they are making their cars with cameras all over, just like a Tesla. And also there's a LiDAR system.
Lemonade Stand
Is Tesla Doomed? | Ep 002 Lemonade Stand
There's that thing at the top and on the sides they have LiDAR. So it is shooting lasers everywhere while they're driving. And they have radar. They have three different systems which are overlapping and basically covering each other to make sure absolutely everything is covered. And all three of these combine together in a Waymo to give it a ton of
Lemonade Stand
Is Tesla Doomed? | Ep 002 Lemonade Stand
of information of everything that's around it in any condition. That is their approach. They think this is the Gusteau approach. We're going to go slow, careful.
Lemonade Stand
Is Tesla Doomed? | Ep 002 Lemonade Stand
Yeah, you can kind of see it here in this LiDAR thing. Like it's ridiculously detailed. And this again, you could be in pitch blackness and it would see this.
Lemonade Stand
Is Tesla Doomed? | Ep 002 Lemonade Stand
And they had to go through a lot of homeless people.
Lemonade Stand
Is Tesla Doomed? | Ep 002 Lemonade Stand
But that's part of the nature of progress. That's the business. It's like I said last week. You've got to destroy some jobs.
Lemonade Stand
Is Tesla Doomed? | Ep 002 Lemonade Stand
So your reaction is probably everybody's reaction, which is Waymo and the other major autonomous driving vehicles. So Waymo, for people who don't know, these cars are, they do not have a driver. There's no driver in them. And they're going around Los Angeles, I believe Phoenix, I wrote it down, in San Francisco right now. So they're in three cities. They're expanding rapidly.
Lemonade Stand
Is Tesla Doomed? | Ep 002 Lemonade Stand
The other big one that's going on is Baidu, which is a Chinese company. They're also doing this with driverless cars in five different major Chinese cities. So there's two major leaders right now that are currently deployed doing this stuff. And then Tesla is the other big player in the space. Tesla, though, does not have these systems, right? They do not have LiDAR. They do not have radar.
Lemonade Stand
Is Tesla Doomed? | Ep 002 Lemonade Stand
They don't have this extra layer of knowledge and information that a Waymo has. Just cameras. Just cameras. And so Elon Musk has said the following. LiDAR is a fool's errand and anyone relying on LiDAR is doomed. Pauses. Doomed. Expensive sensors are unnecessary. It's like having a whole bunch of expensive appendixes.
Lemonade Stand
Is Tesla Doomed? | Ep 002 Lemonade Stand
So, all right. So you probably are thinking, you know, hearing this and going like, why would you not just add the extra stuff?
Lemonade Stand
Is Tesla Doomed? | Ep 002 Lemonade Stand
Right. Ah, right, yeah. So there's two big arguments here. So again, the obvious response to this is like, holy shit, I'm not going to get in a car if it doesn't have LiDAR, if it doesn't have these extra sensors. Like, why on earth would I ever get into a Tesla and let it drive me somewhere if Waymo has more information, more sensors? To give you a sense of numbers...
Lemonade Stand
Is Tesla Doomed? | Ep 002 Lemonade Stand
We get him on the presentation board. And he just gives a history lesson.
Lemonade Stand
Is Tesla Doomed? | Ep 002 Lemonade Stand
A recent Tesla has eight cameras on it. A Waymo has 29 sensors across these things, right? So it's not just different types. It's also just more of them. And you can see it when you look at a Waymo car, there's just more stuff on it. It does look insane. It looks insane. It looks wild. Whereas a Tesla looks like a car, right? And so why would Tesla do this? There's a couple of main arguments.
Lemonade Stand
Is Tesla Doomed? | Ep 002 Lemonade Stand
One is like what you said, it's expensive. Lidar is very, very expensive. Initially, it cost tens of thousands, is the estimate, to put Lidar into a car. That is completely undoable when you're talking about selling a car to an average consumer, right? It is going down in price. Waymo is like working to really, really drop it down. But traditionally, it's been very expensive.
Lemonade Stand
Is Tesla Doomed? | Ep 002 Lemonade Stand
And then the other... So that's the kind of obvious one. And the other is a more...
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Is Tesla Doomed? | Ep 002 Lemonade Stand
high-level idea about how you focus your business, which is like, okay, it's great to have three complex systems, LiDAR cameras and radar in a Waymo, but now your team of engineers who have to solve this unbelievably hard problem of self-driving with all the different conditions that can happen and to do it at a level with such an obscene amount of security and safety and redundancy because the instant you do hit that dog, you're probably in a lot of shit.
Lemonade Stand
Is Tesla Doomed? | Ep 002 Lemonade Stand
Even if you do show them that radar footage and Aiden laughs, you're in trouble.
Lemonade Stand
Is Tesla Doomed? | Ep 002 Lemonade Stand
You're a court witness. They only share the radar footage. Guys, it's not bad. And so the idea here is you should focus your team on one thing, right? Instead of having your team be split into the LiDAR team, which has to make the hardware and the software for LiDAR,
Lemonade Stand
Is Tesla Doomed? | Ep 002 Lemonade Stand
and the camera team, which makes the hardware and software, and the radar team, and then a team that brings all that together, and the computing becomes more complex. Each of these cars comes with a built-in computer, which is running all of this really complex AI processing.
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Is Tesla Doomed? | Ep 002 Lemonade Stand
The idea is Waymo has a, arguably, that's the thinking, a bigger and more complex problem to solve, and they are more spread out. What Tesla's theory is, is that human beings... do not have lasers in our eyeballs. We don't shoot radar beams. Sorry, speaking for myself. We don't shoot beams. Our entire road system is based around human beings looking with eyeballs.
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Is Tesla Doomed? | Ep 002 Lemonade Stand
And the thinking is, if you do a really good job of making software that can just navigate roads well with cameras, like a human, and in fact, Tesla's have more cameras than we have eyeballs. They have more information, right?
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Is Tesla Doomed? | Ep 002 Lemonade Stand
They should, in theory, be able to make a car that is just as good as humans. And if they can do that with way less cost and way less complexity, they're making a better product for people that can scale way better. And then the real moonshot thing, the real thing of, oh my God, if we pull this off, we win, is the fact that Right now, they have 4 million cars out in the world.
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Is Tesla Doomed? | Ep 002 Lemonade Stand
They have 400,000 with the full self-driving hardware. They, the instant it's ready, like a McDonald's, can deploy it to every single one of their cars and instantly become the dominant player. By comparison, Waymo has 750 total cars. They're the big, cool leader. Oh my God, Waymo, 750 in their entire history.
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Is Tesla Doomed? | Ep 002 Lemonade Stand
And so if Tesla pulls this off, if they focus all of their resources on this one thing and say, hey, we're going to do what is arguably a harder problem because we have less information on our cars. We don't have LIDAR. We don't have radar. But we have the same amount of info that a human being would have.
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Is Tesla Doomed? | Ep 002 Lemonade Stand
If we get this right, the amount of payoff is absolutely astronomical because instantly we are the dominant player around the globe.
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Is Tesla Doomed? | Ep 002 Lemonade Stand
This is even arguing for against Tesla as a business right now. This is simply, this is the argument of self-driving and we have two very different competing ideologies here. Most self-driving car companies are using LIDAR and radar. Tesla is basically the only one that's like, we're going without it. And actually an important quote, Waymo CEO said in 2021,
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Is Tesla Doomed? | Ep 002 Lemonade Stand
For us, Tesla is not a competitor at all. We manufacture a completely autonomous driving system. Tesla is an automaker that is developing a really good driver assistance system. So Waymo is like, look, the only way you're going to get this right is to do it our way. You do it slow. You do it with a lot of sensors. You do this really, really, really carefully. The Gusteau's approach.
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Is Tesla Doomed? | Ep 002 Lemonade Stand
He's the one guiding the laser beams at the top. That's what the siren on top of the Waymo has inside of it.
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Is Tesla Doomed? | Ep 002 Lemonade Stand
You are teasing a wonderful factor of this conversation that we'll get to later.
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Is Tesla Doomed? | Ep 002 Lemonade Stand
It seems like regulation would make it hard for Teslas to get this stuff out onto the market. What if the government really liked you? What if the government was really, really on board with you?
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Is Tesla Doomed? | Ep 002 Lemonade Stand
Speak for yourself, but yes. I've killed a few people.
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Is Tesla Doomed? | Ep 002 Lemonade Stand
I didn't know that I needed glasses until two months ago, and I couldn't read signs. You looked down and saw 14 dogs in front of you.
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Is Tesla Doomed? | Ep 002 Lemonade Stand
Yes, and I want to be very clear to people listening. He loves Elon Musk. I do not agree with so much of what is happening. For the sake of argument, I am going to be communicating the potential upsides of Tesla and of what Elon Musk is doing. And I know that people are going to say, oh my God, they're going to stop it there. They're going to watch the first two minutes of the show.
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Is Tesla Doomed? | Ep 002 Lemonade Stand
So that's my... You want to dive into full-on Tesla? Because now we can analyze Tesla. And it's worth to cap off this conversation because we've basically just been talking about the two approaches to self-driving cars, right? Yeah. How do I open tabs? There we go. So last year, like that quote I gave from the Waymo CEO is basically like, these are two different products.
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Is Tesla Doomed? | Ep 002 Lemonade Stand
You guys are making cars where you can take your hands off on the freeway on a Tesla. And it's really nice. And it currently can do that. And people do that all the time. And Waymo is saying, hey, this is a car where you don't even need a driver.
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Is Tesla Doomed? | Ep 002 Lemonade Stand
So Tesla's stated goal here is to become like Waymo, where these are driverless cars. So last year they did this Wii robot presentation. It was very flashy, not really a lot of actual details in kind of typical Elon Musk fashion. They showed their Optimus robot, which we'll probably talk about a little bit. A big thing that they talked out was the cyber cab, right?
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Is Tesla Doomed? | Ep 002 Lemonade Stand
I can't believe Doug personally endorsed Elon Musk on the show. You think he should leave all those kids in the dirt. All 14 kids? In the dirt. I think you should give us one of them. We need a video editor for our shorts and the kids know what's up on TikTok.
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Is Tesla Doomed? | Ep 002 Lemonade Stand
Which is their, this, it's their driverless version of their Tesla, right? So they are very explicitly saying, we are going to be a competitor. We are not just going to be a car that assists a driver and you have to be there. We are going to be a driverless vehicle, just like Waymo. We're going to be good enough. And it's happening in 2026.
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Is Tesla Doomed? | Ep 002 Lemonade Stand
Yeah. There is no ability to drive this thing. There was a cat in that just now. That was strange. So they are very explicitly making that play. I don't think others are necessarily like BYD has driving assistance. BYD is a massive Chinese car manufacturer. They have driving assistance. I don't think they're proposing that they're going to be fully driverless anytime soon.
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Is Tesla Doomed? | Ep 002 Lemonade Stand
But this is at least the intention. And so now we can talk about this a little more about whether it seems feasible at all. I can kick this off by saying, so one argument, and again, I'm not disclaimer. I don't think Tesla is going to succeed for sure. I'm going to give arguments for why they have a real shot. I don't think it's a giant shot, but it is real.
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Is Tesla Doomed? | Ep 002 Lemonade Stand
So one of the biggest arguments by far is that like Andre Karpathy, who's a very renowned AI scientist who led Tesla AI and self-driving for a number of years, his thinking is basically this is not a hardware problem. It's a software problem. It feels good to have these cool laser beams shooting everywhere.
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Is Tesla Doomed? | Ep 002 Lemonade Stand
But ultimately, what is really, really, really difficult about self-driving is the obscene amount of difficulty knowing every single edge case, handling the situations when other people show up. I mean, it's this infinite amount of possibilities.
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Is Tesla Doomed? | Ep 002 Lemonade Stand
Right. And there's an unfathomable amount of these. And if you think about different weather conditions, different cities, the fact that when you drive, it's not just you doing your own thing. It's based on everything that happens around you and the literal infinite possibilities.
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Is Tesla Doomed? | Ep 002 Lemonade Stand
If you think about it like that, getting a LiDAR system on your car that can make a 3D projected map, that's very cool, but that does not solve the problem of the infinity scenarios you need to be able to handle in order for somebody to truly feel like it's safe and a city to feel like this is truly not causing a problem. So really, this is not about having all the sensors.
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Is Tesla Doomed? | Ep 002 Lemonade Stand
It's about knowing what to do with the information you have. And if Tesla's argument is we have 99% of the information we need, it doesn't matter if you have that 1% more of like, yeah, cool. In a foggy situation, we can see that there is a dog that's on the other side of the road to the right, right? What's more important is that- This is a human podcast. We don't care about the dogs here.
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Is Tesla Doomed? | Ep 002 Lemonade Stand
And in this case, right? And obviously there are flaws to that, right? You do have a lack of information to the degree that a Waymo does, but really this is going to come down to an absolutely obscene amount of AI and training and machine learning using data from cars in real world scenarios to figure out how do we make a system that can handle basically everything.
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Is Tesla Doomed? | Ep 002 Lemonade Stand
And which car company in the world has the most data when it comes to driving cars, cars that drive?
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Is Tesla Doomed? | Ep 002 Lemonade Stand
Because they've had cars in all their Teslas for many years. They've had millions of cars, hundreds of thousands or millions of cars on the road for many years. With the cameras. With cameras and computers, right? Even if you don't have the full self-driving thing, they have cameras that are looking at everything. This has been the case for a long time for Teslas, right?
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Is Tesla Doomed? | Ep 002 Lemonade Stand
That's right, which is very scary for other riders. There's a lot of Tesla users who just treat it like it is fully self-driving and it works the vast majority of the time. It does work most of the time. And so the question is, and this is why for a while I was actually really bullish on Tesla and I'm not so much now. It's like,
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Is Tesla Doomed? | Ep 002 Lemonade Stand
Ultimately, I think self-driving probably comes down to who has the most training data, because you just need an unfathomably large amount of training data, and Tesla has more than everybody else by this obscene order of magnitude. It's not just that they've had cars out for a longer time. They've had hundreds of thousands of cars out for a longer time, while Waymo has had 100, right?
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Is Tesla Doomed? | Ep 002 Lemonade Stand
These are scales that are just not even in the same ballpark.
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Is Tesla Doomed? | Ep 002 Lemonade Stand
It's not... No, no, but it's just literally visual info for the process, right? To say, what is this situation?
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Is Tesla Doomed? | Ep 002 Lemonade Stand
Yes. Uh, right now Waymo does that. So they, you know, they tout like, Oh, we have like 9 million miles that have been driven by our cars, but then they do a hundred million simulated.
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Is Tesla Doomed? | Ep 002 Lemonade Stand
So they, they create these digital environments and have the car digitally pretend that it's in it. And it's, it's really a metaverse for cars if you think about it.
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Is Tesla Doomed? | Ep 002 Lemonade Stand
They realize they're in a GTA 5 RP server and none of it's real.
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Is Tesla Doomed? | Ep 002 Lemonade Stand
You guys are literally saying something wrong. If you continue the clip, he turns around, he goes and gets his kid, and he brings him over.
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Is Tesla Doomed? | Ep 002 Lemonade Stand
And everybody's going to be like, oh, Doug spent the whole podcast defending Elon Musk. You guys are saying something.
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Is Tesla Doomed? | Ep 002 Lemonade Stand
You guys can do this. You can just say wrong shit about Elon and then I have to look like the dick sucker who's going to come in and be like, actually, no.
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Is Tesla Doomed? | Ep 002 Lemonade Stand
Dude, we're going to get that California high-speed rail all the way to Fresno.
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Is Tesla Doomed? | Ep 002 Lemonade Stand
Counterpoint, there's like five dogs an hour that die from the Seoul train system. Five dogs? Perry, pull that up.
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Is Tesla Doomed? | Ep 002 Lemonade Stand
I'm just trying to contribute to the conversation. I haven't been to Seoul yet, so we're just making an educated guess here.
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Is Tesla Doomed? | Ep 002 Lemonade Stand
There are privatized train systems going up in Florida with actual success. Yeah. So we could dive into that at some point because that's a very stark contrast to California where our high speed rail system has been a complete fucking disaster.
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Is Tesla Doomed? | Ep 002 Lemonade Stand
They have a successful leg and then they're growing it more. Yeah. So there is an example, but that's the whole point. It just requires governance, right? You can't do this if there's a bunch of legislation stopping it. You can't do it in California.
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Is Tesla Doomed? | Ep 002 Lemonade Stand
The amount of legislation overhead is just completely obscene to get anything built, let alone a train that goes through a million different things, and any company and any construction firm and any train company, any landowner can stop it with three different SICAs.
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Is Tesla Doomed? | Ep 002 Lemonade Stand
We're bringing him on. We're higher ranked than him. We're dogging. He's actually number five, I think.
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Is Tesla Doomed? | Ep 002 Lemonade Stand
So, first off, I agree with you. Obviously, we're a unique podcast in that we have three white men giving opinions, but what does differentiate us is that I also like going to Japan. And so... When I go to Tokyo, like the train system, anybody who goes. That's our hook.
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Is Tesla Doomed? | Ep 002 Lemonade Stand
Anybody who goes to Tokyo, right? You immediately are like, holy shit, this is the greatest train system in the entire world. Oh my God, I want to live here.
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Is Tesla Doomed? | Ep 002 Lemonade Stand
to our country right right so i i'm fully the same boat to be clear i would much prefer that in a world that i think happens in the next 10 to 20 years at least in the united states some benefits of self-driving cars so one i mean first off is just reducing deaths so there are 42 000 people die a year in the u.s uh from car accidents
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Is Tesla Doomed? | Ep 002 Lemonade Stand
And then 13 and a half thousand of those are DUIs and 12,000 are speeding related. So like, it's not just 42,000 people die unnecessarily a year. It's also a lot of those are human negligence, like the majority of them, right? And then every year around the world, 1.2 million people die a year from car accidents. That is obscene and tragic. And then you have like,
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Is Tesla Doomed? | Ep 002 Lemonade Stand
It's like 6 million accidents a year in the US. There's $340 billion in damages. I don't think it's like the biggest driver for these types of technologies, but it is a big deal of like, we are going to solve so much death and destruction and damage because once you stop human beings, it's insane that we put a bunch of humans. Fewer sleepy drivers, fewer drunk drivers. Checking their messages.
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Is Tesla Doomed? | Ep 002 Lemonade Stand
I think of myself as a smart, responsible person, and I'm an idiot. I check my phone, and I change the music, and I'm tired, and I'm not paying attention. We put people into death vehicles and shoot them around the roads. It's insane. And we'll stop so much of that. Another is climate change.
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Is Tesla Doomed? | Ep 002 Lemonade Stand
I think there's various studies and things to show that electrification of vehicles broadly will decrease carbon footprint. It makes driving more efficient. It requires less energy, all that type of stuff. And then the economic argument is... Wait, wait, there's more selfish reason, too.
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Is Tesla Doomed? | Ep 002 Lemonade Stand
yes no you're right i mean i i'm in the same boat i don't see any path forward there has to be such a massive change because it's like it's not just oh we're building trains in la it's like the whole infrastructure of la is built for cars so i don't see a way in our lifetimes that that gets reversed personally this comes around to a topic that i i wanted to talk a little bit about like public transportation in the u.s but specifically uh uh street cars and i don't want to
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Is Tesla Doomed? | Ep 002 Lemonade Stand
The, no, no, no, actual, what is a street car? I thought you were just talking about cars on a street.
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Is Tesla Doomed? | Ep 002 Lemonade Stand
I saw a documentary about that called Red Dead Redemption 2. It was in Saint Denis.
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Is Tesla Doomed? | Ep 002 Lemonade Stand
Or do you want to kick off like your overview, like high level argument about what's going on with Tesla? And then we can back up and talk about what's going on with self-driving. Because ultimately, I think what underpins almost all this conversation is self-driving cars. That is what Tesla is betting on. It's not really about how many Model Ys they sell. And so... we'll dive into that.
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Is Tesla Doomed? | Ep 002 Lemonade Stand
But carried by a horse. This new invention. You know?
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We'll call it a chariot. I think... We'll have it pull a train. Just...
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That's a good point. That's a good point. I wish. I feel like there need to be some massive political change to do that. But, you know, if we can't even build housing, it's like, you know, it's I think it's just gets into this horrific morass of lack of building in the United States.
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Is Tesla Doomed? | Ep 002 Lemonade Stand
I'm going to compare Waymo and Tesla, but what's your like kind of fundamental core argument here?
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Is Tesla Doomed? | Ep 002 Lemonade Stand
To dramatically oversimplify things. The previous generation, the boomers in the 70s, built a massive amount of stuff in our country. And now they have frozen it in amber and said nobody should build anything. And now everybody else is fucked except them, which is very impressive.
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Is Tesla Doomed? | Ep 002 Lemonade Stand
Obviously, it's self-incentivizing, right? It makes sense. Once you own a car, everything incentivizes you to stop public development. to stop housing development, to stop your car, your home goes up, your area remains more valuable. Everything is incentivizing you to not do that. And they built out the whole country and then just stopped it.
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And I could see something happening, but it would need like a genuine political revolution of some kind and a strategic streetcar reserve.
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Is Tesla Doomed? | Ep 002 Lemonade Stand
Okay. Oh, you think selling cars is what matters for a car company? Interesting. This is a future company. Okay.
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Is Tesla Doomed? | Ep 002 Lemonade Stand
The only way you could justify a 50 lane highway is if the city was 50 times bigger, at which point the traffic is back. It doesn't even fix it. It does not fix it.
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Is Tesla Doomed? | Ep 002 Lemonade Stand
I can give a few more counterpoints to why Tesla has some potential legs to it. Why it has a real shot. And we can go back to that. So actually, it's a good segue. So the thinking, the reason that Tesla might, in quotes, be worth a hundred times what they're currently making a year, which is, again, an insane valuation.
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Is Tesla Doomed? | Ep 002 Lemonade Stand
I'm not saying I agree with this, but one such thing is if they hit driverless cars, if they manage to do this, their fleet instantly becomes obscenely valuable, right? If every person has a car that can drive them and they don't even need to be in the car, that is incredibly valuable. The amount of cars they can sell go up.
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Is Tesla Doomed? | Ep 002 Lemonade Stand
But every car itself becomes much more valuable because then people can use it and send it out into the world to do jobs for them like an Uber.
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Is Tesla Doomed? | Ep 002 Lemonade Stand
So the way to think about it is, and this is explicitly what Elon has stated. This is what Elon has stated and he's never lied. No trains.
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Is Tesla Doomed? | Ep 002 Lemonade Stand
Right, and not everybody will. But if the pitch to most people who own cars is, hey, normally we think about car ownership as you drop $20,000, $30,000, $40,000 on a car, and then it immediately depreciates in value for the rest of its ownership. Or you buy a $20,000, $30,000 car. and it is going to actually generate money for you over the lifetime of the car.
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Is Tesla Doomed? | Ep 002 Lemonade Stand
You don't have to do that, but every day while you're asleep or while you're at work, you can send it out. It's generating $100 on the meantime, and it's just doing this for you every single day.
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Is Tesla Doomed? | Ep 002 Lemonade Stand
The argument here is if they pull this off, they have millions of owners of Teslas who can suddenly start adding their thing to the fleet. And it's this incredible value add as a consumer if they want to do it. Obviously, for the person who doesn't want a guy shitting in their car, you don't need to do it. But enough people will, right?
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Is Tesla Doomed? | Ep 002 Lemonade Stand
And I will do it, right? And it comes back covered in dogs. He shitted his waymo this week to help Tesla. Right in the timestamp, right in the comments. When do you think I shit my pants during this episode? And so even if they don't, like even if every single person who owns a Tesla doesn't use it in this way, they are going to produce these like cyber cabs, right?
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Is Tesla Doomed? | Ep 002 Lemonade Stand
Which are meant to be Ubers, these things which are meant to be, this is going to go out into the world and just be an Uber for everybody. So really the idea is if they pull it off, giant if, They just also got Uber, right? If they take over the entire, what is the name of that industry? Like, Uber Lyft. Ride sharing? Ride sharing.
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Is Tesla Doomed? | Ep 002 Lemonade Stand
If they can, if they pull this off, take all of ride sharing immediately. Uber has a valuation of $150 billion. Lyft, about 40 billion, right? 150 plus 40 plus Tesla's current business. That's $900 billion.
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Is Tesla Doomed? | Ep 002 Lemonade Stand
Okay. I'll keep it somewhat concise. The other two points... One is Optimus. So they have this robot. If we pull it up here, they have this humanoid robot that they supposedly are going to release. I sure, you know, he says like every year it's going to come out. Who knows if it'll ever come out.
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Is Tesla Doomed? | Ep 002 Lemonade Stand
If it does, then that is going to be this unbelievable amount of units that they can sell because every company, every home could have these helping out. Now, you might be like, ah, that's pie in the sky. Anybody can make a robot, and that's probably correct. But part of what, for example, Andrej Karpathy has said, who led the Tesla AI stuff, is again, it comes back to this data.
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Is Tesla Doomed? | Ep 002 Lemonade Stand
If they have, Tesla has the amount of data that can fill an ocean, and Waymo and everybody else has a swimming pool of data, right? The scale is that different. What Andre said is that there's actually a lot of translation from car vision processing over to robotics processing.
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Is Tesla Doomed? | Ep 002 Lemonade Stand
That it's actually very similar of how you manage self-driving and process all that visual information to having a physical robot that's moving through your house. I don't know enough about robotics to know if that's true. It's probably oversimplifying things.
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Is Tesla Doomed? | Ep 002 Lemonade Stand
No, he can't do it. He can't even open PowerPoint. Do you think Tucker Carlson can like kind of awkwardly stand and cover the left side of the TV for most of the PowerPoint? He just can't do it like that.
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Is Tesla Doomed? | Ep 002 Lemonade Stand
But in theory, that gives them this massive advantage, again, over the Boston Dynamics, who make this funny prototype that they show once a year. These guys actually have an insane amount of data to work off of.
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Editor, cut this from the episode. I don't believe that the robot thing will work. This seems way too optimistic. Optimistic, if you will.
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Is Tesla Doomed? | Ep 002 Lemonade Stand
Get over here! Okay, and then last thing, and then we can conclude the whole argument, is battery storage. So it's easy to think of Tesla just as a car company, but they do a ton of work with batteries. So their growth, actually, I have an article here. The growth that they've had with batteries is insane.
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Is Tesla Doomed? | Ep 002 Lemonade Stand
You can see this. They've had 2024 figures represent a 214% leap in storage deployment. So Tesla is leading the market globally in selling batteries and power packs and storage solutions. And this is only going to grow a little bit like the guy who sold pans to the gold miners in the gold rush.
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Is Tesla Doomed? | Ep 002 Lemonade Stand
Like all the other EVs don't have this kind of power management system and technology and deployment, right? So in theory, just in the same way that Tesla's superchargers are the de facto chargers across the nation, right? They can also be-
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possibly will yeah okay if ford comes in and releases an amazing ev that's great but they're almost certainly going to be using tesla's batteries their system their charging network and that is almost going to be as valuable or more valuable because the amount of energy that is going to be needed and used and even within ai like battery technology this is going to become a massive industry is and is going to keep growing estimates that it's going to grow like i don't know like 900 or something crazy i forget the exact number over the next like eight years but batteries
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Is Tesla Doomed? | Ep 002 Lemonade Stand
storage the idea that in the future as we unlock more types of energy generation that there's systems that are like we're selling energy to each other that people again like the tesla thing you can have solar panels in your house and you sell the extra energy onto the market and this becomes a real value add for people with tesla taking a piece of every single thing it's another one of those like if this lands and they can deploy it to everybody and get there crazy valuable a massive if though
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And that is the argument for why Tesla might be worth a hundred times what it makes it.
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All right. This is not a joke. 10 minutes before we recorded this, I sold half of my Tesla stock. I bought a bunch.
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Is Tesla Doomed? | Ep 002 Lemonade Stand
I bought a lot a few years ago because of the full self-driving thing, and I am now not nearly as confident that they're going to succeed it. Literally looking into all this made me sell my Tesla stock.
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I think there's an argument for all this, but I wouldn't go all in on it.
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And then Elon is selling. I mean, it makes sense.
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Yeah. So, okay, the stock was ridiculously highly valued. Just for a recap of people, people are saying Tesla's crashing. Just to give a sense of it, Tesla was obscenely highly valued. What, like... let's say six months ago. Then they became double obscenely valued. And now they're back to obscenely overvalued. We're still talking right now after the crash, they are obscenely overvalued.
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Yeah. Like what I've been describing is all these moonshots of like, if they pull off full self-driving with just vision, that's crazy. Unbelievable achievement opens up so much. If they, the batteries keep growing at the rate, if optimist robots are what they're talking about, And then if all of those things land, maybe it's worth its current valuation. Like that's crazy.
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I don't get why it's a hundred X right now. And then particularly a few years ago, the argument I made earlier of they have so much more data than everybody else gives them an obscenely huge advantage when it comes to training the AIs and the systems that are going to achieve full self-driving.
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Is Tesla Doomed? | Ep 002 Lemonade Stand
I still think that's true, but that advantage is diminishing so rapidly that I don't know, like right now with what's going on in China. I was not even in America. China's deployment is so large of EVs that that exact data advantage that they've had for a while, that is rapidly going away. And they do not seem like they're right on the verge of full self-driving.
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So if they take another three years to get there and it's this, oh my God, incredible thing. They did it without LIDAR. That's amazing. China has the same stuff. So I don't know.
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Right, right. It's like, I don't see how they win in China for a variety of reasons. And then around the world, like the Chinese EVs are going to catch up so hard. It's like what you said with Mexico. You know, if China can come in and offer a cheaper EV. Dude, if there wasn't a tariff, I mean. Right. It would be buying them here. Yeah.
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Is Tesla Doomed? | Ep 002 Lemonade Stand
And so that like really the Chinese EV manufacturers, that's what's making me go like, I don't, I don't see the advantage anymore to the same degree. I still think it's incredibly like Tesla has amazing products. Everybody I know who has one loves it. It's great cars. Like the full self driving stuff is incredible, but like, I'm not seeing this advantage that'll let them exclusively hit this.
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point of technology before everybody else. And it could happen. It'd be dope if it did.
Lemonade Stand
Is Tesla Doomed? | Ep 002 Lemonade Stand
That is not a good enough segue. Segway is from, you need to find a connection. You're ending the conversation. You got to go from Elon Musk tarnishing the Tesla brand into Saudi and Pokemon in an organic way.
Lemonade Stand
Is Tesla Doomed? | Ep 002 Lemonade Stand
So is this like, real quick, is this like a government entity that buys all this stuff? Yes. And it's, okay, so it's public, or not public, but it's government owned.
Lemonade Stand
Is Tesla Doomed? | Ep 002 Lemonade Stand
Right, and I'm like, and I don't really know what's going on there. I just know all, my friends who work in esports are now like, yeah, I got this offer to go work in Qatar for the World Series. I'm like, okay, that's cool. But it's all in, it's all in, it's all in the Middle East now.
Lemonade Stand
Is Tesla Doomed? | Ep 002 Lemonade Stand
They shot him and they walked away and they said, just good business.
Lemonade Stand
Is Tesla Doomed? | Ep 002 Lemonade Stand
Yeah, I worked in mobile games at EA, which is a beloved category. Mobile games? Oh, careful, he's a hero. Yeah, yeah, yeah. So as the resident Elon Musk fan, I worked at EA on mobile games.
Lemonade Stand
Is Tesla Doomed? | Ep 002 Lemonade Stand
I literally was there when it was voted worst company in America. And in the article for that, they said it's mostly because of Doug. No, not it's like not a joke and I did in the obviously I left but so like mid-range This is a decade ago mid-range mobile games make like a million a day if you're talking like isn't it crazy That's mid-range. You're talking about clash of clans.
Lemonade Stand
Is Tesla Doomed? | Ep 002 Lemonade Stand
You're talking about tens of millions And then well, that's when they do a big drop like for example fortnight You can make 50 to 150 million on a new skin. Yeah, like when fortnight is at its peak. So the numbers that you can get off microtransactions and mobile games are genuinely obscene. And they cost a little to make, you know what I'm saying?
Lemonade Stand
Is Tesla Doomed? | Ep 002 Lemonade Stand
Oh, guys, there's a Charizard, and it's at the end of the line. There's only one.
Lemonade Stand
Is Tesla Doomed? | Ep 002 Lemonade Stand
What they said in the article was that they're focusing basically on AI, and I need to look more into it. We can do this in the future. One thing I'd want to talk about. Speculate. Huh? Speculate. Pokemon Go AI? Well, okay. I will speculate based on what I've read about AI gaming. So there's a push from some major companies, Microsoft being the biggest recently, who announced they have this new...
Lemonade Stand
Is Tesla Doomed? | Ep 002 Lemonade Stand
AI generative game that is trained on one of their games and they're going to start using the Microsoft library to work on generative AI video games. I think this is incredibly far off in the future. I don't have a lot of faith that that would ever, I'm pretty pro AI and I have a very, very hard time seeing any of that ever
Lemonade Stand
Is Tesla Doomed? | Ep 002 Lemonade Stand
Manifesting in a way that people want to play or buy at all, but that is at least an explicit push So in theory what these guys are doing is saying we're dropping their traditional video games and they said this in the article like they are Focusing more on AI tech and AI games. So they're like Pokemon go that's great.
Lemonade Stand
Is Tesla Doomed? | Ep 002 Lemonade Stand
That's old news That's human beings making things that other humans beings are enjoy. Yeah, we're gonna make a bunch of AI Shitty game slop that nobody enjoys and like and if you believe that, you know, that's like that's what they think is the future and or at least You know the big moonshot opportunity and that's what they're going for
Lemonade Stand
Is Tesla Doomed? | Ep 002 Lemonade Stand
That phone call just bumped us down to number 10. Fuck.
Lemonade Stand
Is Tesla Doomed? | Ep 002 Lemonade Stand
Yeah. Here, can I get the Telestrator? Yeah.
Lemonade Stand
Is Tesla Doomed? | Ep 002 Lemonade Stand
Yeah, so vibe coding, this was coined recently by Andrej Karpathy, actually, who was the leader of Tesla. And so basically, it's what you're saying. It's just letting AI do all the coding. And that's been the slow transition that everybody's going through. over the past two years since ChatGPT came out.
Lemonade Stand
Is Tesla Doomed? | Ep 002 Lemonade Stand
So for people who are not programmers, every programmer now, asterisk, almost every single programmer is using AI extensively. And it's so unbelievably helpful for so many tasks. And that doesn't mean that the entire project is done by AI. It means that you are figuring out the outline, you're deciding what things to do, and then you say, okay, now that this is defined, AI, can you do this for me?
Lemonade Stand
Is Tesla Doomed? | Ep 002 Lemonade Stand
So you are building the structure. You're thinking through what it is, but then you're directing the AI like you would a junior engineer at a software company. And you're saying, okay, now go through the logistics of making this work. And you still then, like a senior engineer, would review what they're doing. And because there's going to be problems, there's going to be lots of issues.
Lemonade Stand
Is Tesla Doomed? | Ep 002 Lemonade Stand
You have to review things. It doesn't always work, but that's the idea. And it saves a lot of time. I do this all the time. With vibe coding, it's getting to a point now where you do not need to ever code or review code. So that ratio of like, oh, it's helping you as an assistant with all these things is becoming like 100% as opposed to, you know, it's 50% of the code or something like that.
Lemonade Stand
Is Tesla Doomed? | Ep 002 Lemonade Stand
So with regards to games specifically, So I guess to summarize that, AI is getting good enough to do this now and it's improving rapidly. Every few weeks there's a new model which is even better programming. So this is very much a thing that is happening.
Lemonade Stand
Is Tesla Doomed? | Ep 002 Lemonade Stand
So I think that what Microsoft is largely arguing for is the idea that an AI itself is basically going to generate the game, right, that you were playing. So it's AIs directing AIs to make things and a whole bunch of just AIs basically doing it all. And that's the thinking is, you know, they can go release this into the wild and then people are just playing these infinitely generated AI games.
Lemonade Stand
Is Tesla Doomed? | Ep 002 Lemonade Stand
Vibe coding is more of a human who is then directing AIs, right? So with vibe coding, like you as a human in the case that you were talking about are still directing what the app or game is, right? With Zipper's case, like he's deciding the design of the game. The AI isn't doing that. He wants me to eat the cheeseburger. It wants you to eat the cheeseburger.
Lemonade Stand
Is Tesla Doomed? | Ep 002 Lemonade Stand
And so this is where I think a lot of AI development is going to go and why I'm generally optimistic about it. I think there's a lot of examples. I have people in my life, Point Crow and Failboat, I love them, horrible at programming, just truly awful. And both of them have started to really add value
Lemonade Stand
Is Tesla Doomed? | Ep 002 Lemonade Stand
cool sophisticated stuff into their streams that use programming because ai helps them do it and so i think this case of like humans directing ais to do their ideas they are the creative director and the ai does the grunt work that's where it's largely going to work and if a guy comes up with a cool weird mobile game that people are like oh this is dumb this shouldn't be making that much well that's what we thought about flappy bird right oh i totally agree i mean you know you don't get to decide
Lemonade Stand
Is Tesla Doomed? | Ep 002 Lemonade Stand
And this is obviously is again, a huge conversation and we'll dive into it in the future. But the core distinction being like fully AI generated stuff where no human is involved versus you are a creative director and AI is a tool just like Photoshop or like OBS or like playing a video game, right? And you are directing what is happening. That I think is good and legitimate.
Lemonade Stand
Is Tesla Doomed? | Ep 002 Lemonade Stand
Give them to Elon Musk. The comment quality has been really good. I don't know how to respond to all of them, but I've seen so many thoughtful comments. That is stuff where we are reading and then I think meaningfully want to actually incorporate into what we're doing in some way.
Lemonade Stand
Is Tesla Doomed? | Ep 002 Lemonade Stand
Here's the part where H-Rock finishes the lemon from last week.
Lemonade Stand
Is Tesla Doomed? | Ep 002 Lemonade Stand
This is recent. This is like last two-ish months, right? Yes, this is correct.
Lemonade Stand
Is Tesla Doomed? | Ep 002 Lemonade Stand
Yeah, there's also an argument, which we'll talk about later. There's also an argument, the Model Y is their biggest selling car by far. That's like almost all of Tesla's sales. It's one of the best selling cars in the world. Right now they're doing a refresh and they're releasing a new version of it in like a month or two.
Lemonade Stand
Is Tesla Doomed? | Ep 002 Lemonade Stand
It wouldn't be that bad because you could go the entire distance on a single drive using Tesla's new full self-driving features, which you don't even have to put your hands on the wheel for 99% of situations.
Lemonade Stand
Is Tesla Doomed? | Ep 002 Lemonade Stand
You'd expense the jail fine. The lawyer and the... Right.
Lemonade Stand
We're Open for Business | Ep 001 - Lemonade Stand
This is what I've been really staying up at night over. Atrioc? Unreal. Can you tell me about what's going on with the culture and whether people are canceling?
Lemonade Stand
We're Open for Business | Ep 001 - Lemonade Stand
Here at Lemonade Stand, we have fancy telestrator technology to really make it a worse experience for the audio listeners.
Lemonade Stand
We're Open for Business | Ep 001 - Lemonade Stand
I make videos about things and stuff, particularly with a technology bend. I'm really interested in technology. You're going to hear me rant about AI all the time. I'm going to be the AI guy who talks about AI and other things and makes fun of Aiden's dad and stuff.
Lemonade Stand
We're Open for Business | Ep 001 - Lemonade Stand
and they but i think that shared story is very similar between all the people i talked to it's like it basically like they had some sort of specialized job like especially like software engineers for as an example that i can think of in the tech industry when i was still in the tech industry so many canadian software engineers like so many companies in silicon valley have a canadian branch like really smart people and then again now with these new rules oh they've been here for a while but like
Lemonade Stand
We're Open for Business | Ep 001 - Lemonade Stand
Those people can just come to the U.S. now and just make way more.
Lemonade Stand
We're Open for Business | Ep 001 - Lemonade Stand
The Albertans are like, how are we going to get over that ditch?
Lemonade Stand
We're Open for Business | Ep 001 - Lemonade Stand
We were going to call the podcast Marketing Monday 2. But then Atrioc said... I had my lawyers. He said, no, I've already submitted Marketing Monday for an award.
Lemonade Stand
We're Open for Business | Ep 001 - Lemonade Stand
There are things getting, that's how wild, you know, a major turnaround from like a year ago, like what, from like two months ago.
Lemonade Stand
We're Open for Business | Ep 001 - Lemonade Stand
A number to reiterate this, which I think is so interesting is like, I think you might've seen this like two decades ago, something like that. The amount of people coming in and out of Canada to the U S was like about, it was like a few thousand on either side net in a given year. And there was even a year or two where there was more people going into Canada than out.
Lemonade Stand
We're Open for Business | Ep 001 - Lemonade Stand
And then the most recent tract was like 126,000, right. Or like,
Lemonade Stand
We're Open for Business | Ep 001 - Lemonade Stand
2022, right? So, like, just to give a sense, it is massive, the amount of people who are going from Canada to the U.S. two years ago. And then you're right. It's like, is that going to increase? Is that going to get... Yeah. Like, this year, is that going to get even worse because of economic conditions?
Lemonade Stand
We're Open for Business | Ep 001 - Lemonade Stand
Like, the amount of Canadians who are immigrating to America now is gigantic compared to any amount in the past for, like, a two- to three-year period. Right after COVID, it just, like, shot way up.
Lemonade Stand
We're Open for Business | Ep 001 - Lemonade Stand
He's just pushing the liberal party to be, we're against Trump, we're fighting back. Yes, and that's more popular now. Rallying people, yeah, yeah, yeah, that makes sense.
Lemonade Stand
We're Open for Business | Ep 001 - Lemonade Stand
I'm not a Canadian. If King George in the UK kept referring to us as the colonies, I would be pretty annoyed. Yeah. Right. Like, if he was dropping that, like, on Twitter every day, I would be pretty fucking pissed. We won the war. We won. We won. Get over it, George. Jesus Christ.
Lemonade Stand
We're Open for Business | Ep 001 - Lemonade Stand
Trump is probably like most Americans, though, and does not realize you guys have states. It is not just a big city.
Lemonade Stand
We're Open for Business | Ep 001 - Lemonade Stand
Trump arguably, like, Nobel Peace Prize level stuff here in terms of uniting Canada as a people. Uniting Europe as a people, because they're all terrified now. He's uniting the world.
Lemonade Stand
We're Open for Business | Ep 001 - Lemonade Stand
Aiden and I lack an outlet to talk about these things.
Lemonade Stand
We're Open for Business | Ep 001 - Lemonade Stand
It's just not the same. That's for fart jokes. That's for an AI to call me small dick. That's not for me to talk about business.
Lemonade Stand
We're Open for Business | Ep 001 - Lemonade Stand
There's a good book by Peter Zahan. I don't know how you say his name. You might. But called The Accidental Superpower. And it's basically about how the global order got set up, amongst other things, after World War II. And basically the U.S. did this. The U.S. could have continued the previous world order after World War II and instead was like, let's do this global thing.
Lemonade Stand
We're Open for Business | Ep 001 - Lemonade Stand
We, America, will basically make it happen. And we will pay for all the global shipping to be safe. And we will... basically institute this order across the world. Asterisk, asterisk, right?
Lemonade Stand
We're Open for Business | Ep 001 - Lemonade Stand
Billions of people have come out of poverty. The issue, and at least what he talks about in the book, and I think that there's value to this, is as the world has gotten bigger and more complex, it is more expensive to do that.
Lemonade Stand
We're Open for Business | Ep 001 - Lemonade Stand
So the one area where there is, I don't want to say I agree with him, but there's truth to what Trump is saying is like, it is not feasible for America to police the world order anymore. And that is particularly true with Russia doing what it's doing and China doing what it's doing.
Lemonade Stand
We're Open for Business | Ep 001 - Lemonade Stand
And so I don't think the extreme of, OK, let's pull back from everywhere and just be internal is good, because then the whole thing collapses. But there is, I think, truth to the idea that that order can't go forever. The US is $34 trillion in debt. We cannot afford to police everything in the world. Europe doesn't spend much on military. We do it for them. Same with particularly Germany and Japan.
Lemonade Stand
We're Open for Business | Ep 001 - Lemonade Stand
At some point, it's not feasible for the US to go in this direction forever. And so I think this is inevitable to an degree. It's been, what, 80 years exactly? Basically 80 years exactly of the current world order. And Trump is very explicitly trying to tear it down. But I'm not convinced that if he wasn't there, then this wouldn't be in motion. You know what I mean? I agree with that.
Lemonade Stand
We're Open for Business | Ep 001 - Lemonade Stand
They do that because we have this soft... Once the US unwinds, if it continues to happen, I don't think you get it back. There's a particular situation in the world where the US was in this position where all the previous global powers were decimated after World War II, except the Soviet Union. They had all the industry. They had all the trade.
Lemonade Stand
We're Open for Business | Ep 001 - Lemonade Stand
They were the sole sort of standing, you know, we, I guess, were the sole standing power and were in the position to dictate whatever. And there was this argument of, like, they could have been, like, we are going to be the new British Empire. We're going to fuck all y'all. And instead, they were very kind, generous people who we are all thankful for. And that's what we're taking away from it.
Lemonade Stand
We're Open for Business | Ep 001 - Lemonade Stand
And they were, according to quotes here, they were very generous.
Lemonade Stand
We're Open for Business | Ep 001 - Lemonade Stand
Why don't we each say one topic that is going to happen today to give you an interesting smattering of what we might talk about over the course of the next 90 to 190 minutes.
Lemonade Stand
We're Open for Business | Ep 001 - Lemonade Stand
I definitely agree with that take, which is that it is not to America's benefit to dismantle this. We have benefited from deciding the global order. And then if you dismantle it, like you said, there's arguably... I mean, there's all sorts of crazy complex things. I don't think it's great that American...
Lemonade Stand
We're Open for Business | Ep 001 - Lemonade Stand
They went to Venezuela. They pitch and bat.
Lemonade Stand
We're Open for Business | Ep 001 - Lemonade Stand
And now I want to talk in a lighter news. I'm going to talk about the way that technology impacts jobs globally.
Lemonade Stand
We're Open for Business | Ep 001 - Lemonade Stand
Are you guys bored of podcasts? You know, you're probably at work. You think, God, these PowerPoints are so exciting. I wish that I could watch a podcast where there's a PowerPoint. Let's fucking go. Let's go. We are upgrading podcast technology. We're moving to the first ever lemonade stand presentation.
Lemonade Stand
We're Open for Business | Ep 001 - Lemonade Stand
All right, time for classroom. So what I was interested in is obviously everybody's talking about AI and how it's going to steal a bunch of jobs or that it's going to make the future incredible and everybody's kind of all over the place on this.
Lemonade Stand
We're Open for Business | Ep 001 - Lemonade Stand
What I thought would be interesting as we try to understand what AI is going to do is to look at some of the recent technological waves and what they did for job creation and destruction, right? Because it's really easy to be like, oh, AI is going to destroy X, Y, and Z job, which is true. It's going to destroy a shitload, but it's going to create a lot of presumably.
Lemonade Stand
We're Open for Business | Ep 001 - Lemonade Stand
And so I thought it'd be interesting to specifically look at real numbers of previous technological waves like personal computing. So this happened starting in the 80s, let's say, and obviously has continued till now. So personal computing destroyed a lot of jobs. Turns out there was a lot of people who worked on top
Lemonade Stand
We're Open for Business | Ep 001 - Lemonade Stand
typewriters those don't really exist anymore lost like a hundred thousand jobs type setting for people who didn't read old newspapers and stuff you had to manually put like type and print and font stuff to make things right because you didn't just print it brandon you're probably like super familiar with that i was just gonna say don't make a boomer joke
Lemonade Stand
We're Open for Business | Ep 001 - Lemonade Stand
And that's not even what this is. You know, in Microsoft Word, how you can change two words or two letters and it's just changed. You had to physically do that for the entire world operating before a few decades ago. Right. So that's not even the same as a giant amount of people who lost work, clerical and secretarial work.
Lemonade Stand
We're Open for Business | Ep 001 - Lemonade Stand
There's three to four million people in the US who just did what you're describing, just typing, putting in numbers, spreadsheets, because this is all done by hand. If you think of all the finances and all the accounting and all the paperwork of every company in the world, they were writing all this by hand.
Lemonade Stand
We're Open for Business | Ep 001 - Lemonade Stand
Bookkeeping, accountants, hundreds of thousands are lost due to spreadsheets and all the different software that PCs introduce, right? Office equipment manufacturers, we lose tons of that because now all this is consolidated into a computer. So we lose a ton of jobs, right, based on personal computers. And probably a lot of people are really upset and scared at that time.
Lemonade Stand
We're Open for Business | Ep 001 - Lemonade Stand
We're going to kind of sandwich it. It's going to be Aiden canceling, the impact of technology, Aiden's dad, and what Aiden's dad listens to.
Lemonade Stand
We're Open for Business | Ep 001 - Lemonade Stand
But obviously, computers have generated an obscene amount of new jobs. Programmers alone, there's 28 million globally, approximately. These are estimated numbers from, like, you know, Labor Bureau, but it's, you know. 28 million globally, apparently, are working as programmers right now.
Lemonade Stand
We're Open for Business | Ep 001 - Lemonade Stand
So some of these, it's a mix of whether we have numbers in the U.S. or globally, PC and parts manufacturing, millions of people globally, hundreds of thousands just in the U.S. alone of like good jobs of people making parts.
Lemonade Stand
We're Open for Business | Ep 001 - Lemonade Stand
And if you think about the actual PC itself and all the chips and all the peripherals and all the sales distribution that goes into all the different PCs, all the different equipment, IT and networking, hundreds of thousands.
Lemonade Stand
We're Open for Business | Ep 001 - Lemonade Stand
Freed you up for creative work, as they say. Video game industry. Remember, that didn't exist when you were a kid, Brendan.
Lemonade Stand
We're Open for Business | Ep 001 - Lemonade Stand
There's... There's 500,000 people who have a job working in the video game industry. Yeah, sorry. Right, this is crazy. We just take for granted that these things exist, but these didn't even exist. Same with manufacturing support. If you think about the amount of technicians, sales, distribution, I mean, just Apple stores alone, right?
Lemonade Stand
We're Open for Business | Ep 001 - Lemonade Stand
All of these things are based off of this industry that did not exist. The internet comes in. Internet's even crazier, right? Retail stores. Now let's look at what the internet has destroyed, right? Retail stores are...
Lemonade Stand
We're Open for Business | Ep 001 - Lemonade Stand
super bad right we're looking at least 700 000 jobs in the u.s obviously millions globally as essentially physical stores get totally balls get wiped out right and so this is i think more so than the computing one this is a real like we've all seen and felt this and it's sad this is not a fun thing right and this is this is now it's going to continue i think halloween because you're getting a lot of free halloween
Lemonade Stand
We're Open for Business | Ep 001 - Lemonade Stand
Newspaper and media. Over half of the people working in newspapers and, like, news update media lost their jobs globally over the past few decades thanks to the internet.
Lemonade Stand
We're Open for Business | Ep 001 - Lemonade Stand
We do, as it comes, as we'll bring up later. Turns out there used to be way, way more travel agents, and you don't need that if you can just look up what you want to do on the internet. Hundreds of thousands lost. Brokers, financial advisors, lots of people where the internet essentially just invalidated their job. Can I just say something? Sorry. Yeah, yeah.
Lemonade Stand
We're Open for Business | Ep 001 - Lemonade Stand
And this is what we call retraining for a new opportunity. I see. I'll tell my dad to get started on Duolingo right now, Mandarin.
Lemonade Stand
We're Open for Business | Ep 001 - Lemonade Stand
postal services dropped dramatically but obviously the internet has created an unbelievable amount of jobs um e-commerce is absolutely massive obviously amazon doesn't have a great reputation but 1.5 million people work for amazon 200k for alibaba alone millions and millions and millions across the world in logistics and delivery right like arguably every industry in the world has been touched and largely benefited from e-commerce cyber security and it this is
Lemonade Stand
We're Open for Business | Ep 001 - Lemonade Stand
These are industries that are created because of the internet and computing. There's millions globally. Content creation. There are approximately 50 million content creators, at least globally, at least 2 million full-time. These numbers are very hard because so much of this is kind of interwoven.
Lemonade Stand
We're Open for Business | Ep 001 - Lemonade Stand
But if you think about some of the numbers, like TikTok alone has millions of people doing it professionally. Right. So it's hard to exactly say, but the estimate is like it's at least 50 million worldwide who are making content to some degree professionally. That is wild. And that's all again, that's 50 million people who weren't doing that two decades ago.
Lemonade Stand
We're Open for Business | Ep 001 - Lemonade Stand
Well, you say that now, but think about how many people love driving Uber. Everybody loves Uber and gig platforms. Again, you can, you know, obviously not all of this is sunshine and rainbows, but, you know, objectively... demonstrably there are many, many, many millions of jobs.
Lemonade Stand
We're Open for Business | Ep 001 - Lemonade Stand
And if you think about gig platforms like Fiverr or, or, you know, these other ones where people are just freelancing themselves for different roles. I mean, I probably all three of us have worked with people who professionally make YouTube thumbnails or logos or do art.
Lemonade Stand
We're Open for Business | Ep 001 - Lemonade Stand
Do we have $34 trillion in exposure lying around? We can put it in the treasury.
Lemonade Stand
We're Open for Business | Ep 001 - Lemonade Stand
We've got a slot in the new Mr. Beast video. And then one I thought was particularly interesting, even in traditional media, there was about 4.5 million people in the U.S. who now are working... TV, film, music that weren't there before because the massive amount of additional opportunity that has opened from the internet.
Lemonade Stand
We're Open for Business | Ep 001 - Lemonade Stand
Tens of millions of people now are working in media jobs globally that weren't there before. And I'll move through mobile devices pretty quick. This is another very recent tech change. It's The lost jobs from mobile phone. I'm going to be honest. It's like black people who made Blackberry and Nokia digital cameras. That used to be a thing that people buy cameras. You don't do that anymore.
Lemonade Stand
We're Open for Business | Ep 001 - Lemonade Stand
Used to buy a Zune. You don't do that anymore. Taxi services. People used to have jobs making maps.
Lemonade Stand
We're Open for Business | Ep 001 - Lemonade Stand
You? Doug. I was going to say lemonade stand. I guess it should be me.
Lemonade Stand
We're Open for Business | Ep 001 - Lemonade Stand
So going through this quickly, the app economy as it's labeled, like jobs and business and economic productivity that comes from apps on mobile devices is absolutely insane. And I'll briefly touch on it later. There's millions of jobs in the US that benefit from this alone, millions globally. Again, all of this kind of intertwines, right? So it's hard to exactly distinguish what is a
Lemonade Stand
We're Open for Business | Ep 001 - Lemonade Stand
phone job versus an internet job. But smartphone manufacturing, there's millions of people who do this worldwide in wonderful conditions. Social media, again, like millions of TikTok alone, you know, cloud service. There are millions of devs.
Lemonade Stand
We're Open for Business | Ep 001 - Lemonade Stand
Speaking as somebody who used to be a software developer and has dozens and dozens and dozens of friends in this industry, these are really high quality jobs. These didn't exist. And that's one of the things to note when thinking about job creation and destruction.
Lemonade Stand
We're Open for Business | Ep 001 - Lemonade Stand
Most of the jobs that are destroyed, not all, most jobs that are destroyed from tech trends are generally not as good as the ones that are created. Obviously, big asterisk there. Not everybody would agree with that if you're working in an Amazon sweat house or whatnot. But like programming, for example, is a really good industry to be in.
Lemonade Stand
We're Open for Business | Ep 001 - Lemonade Stand
And so overall, just some numbers on this that I think are pretty crazy. If you look at these trends. PC, personal computers. In the US, thanks to PC, estimates are we lost 4 to 6 million jobs and made 20 to 30 million, right? We're talking like a 20 million increase potentially. Globally, same thing. Tens of millions of jobs increased. Going to internet. Again, hard to exactly quantify.
Lemonade Stand
We're Open for Business | Ep 001 - Lemonade Stand
There we go. Uh, millions of jobs destroyed because of the internet. Right. Um, and then we're making tens of millions. It continues to benefit essentially every business on the planet. Globally, hundreds of millions are likely either directly, uh, employed through internet services or benefiting from them. Mobile devices destroyed millions made millions. And so, um,
Lemonade Stand
We're Open for Business | Ep 001 - Lemonade Stand
What's also interesting about this is when these trends happen, generally they destroy a lot of jobs early in the wave and then they create the jobs later. If you think about mobile devices, right? Like it's destroying Nokia and Blackberry right away, but it took time for Uber to pick up and it took time for TikTok. It took a decade, two decades for TikTok.
Lemonade Stand
We're Open for Business | Ep 001 - Lemonade Stand
So generally the trend is the destruction happens quickly early on and then the creation of jobs happens later. Quick other notes that we'll talk about. I'll get back to the desk. You know, new tech obviously affects all industries. There's a McKinsey study that said the internet has created 2.6 jobs for every one destroyed. That's wild.
Lemonade Stand
We're Open for Business | Ep 001 - Lemonade Stand
Mobile apps account for 20% of all new US jobs from 2008 to 2022. That's crazy. Mobile apps are like crazy good at generating new jobs for Americans.
Lemonade Stand
We're Open for Business | Ep 001 - Lemonade Stand
Yeah, but if you also think about like every single business, banks, a huge portion of what they're doing with their energy resources staff is mobile banking. Building for mobile banking. Right. There's so much that goes into mobile devices. It's not just, you know, oh, some guy made a meditation app, right? It's all these things.
Lemonade Stand
We're Open for Business | Ep 001 - Lemonade Stand
It's games, it's gig economies, and it's the fact that every single business also now has a major mobile component.
Lemonade Stand
We're Open for Business | Ep 001 - Lemonade Stand
Obviously, in this, maybe we get into this in a future episode or now, but there's a lot of ethical ramifications to new technology. I'm simplifying this to just job creation and destruction for the sake of narrowing the scope of this conversation.
Lemonade Stand
We're Open for Business | Ep 001 - Lemonade Stand
But obviously, if somebody in rural Brazil has access to resources, which I believe AI will do, that allows them to access businesses or opportunities that they couldn't before, I think the internet has largely been a massively positive thing for people around the world. There's also downsides, though. A lot of jobs have been shifting dramatically
Lemonade Stand
We're Open for Business | Ep 001 - Lemonade Stand
To towards gig work, which, you know, I think many people do not feel is nearly as sustainable and locations of job shift as well. Right. It's not like every job that's destroyed, like grows in that same spot, like a plant.
Lemonade Stand
We're Open for Business | Ep 001 - Lemonade Stand
In rural Arkansas, you might have roots, them losing jobs in rural Arkansas. A lot of those jobs then go to Silicon Valley. Right. So this is not evenly distributed. And I had some ideas, maybe AI future, there could be virtual worlds and experiences. We don't know what's gonna happen with AI yet. I believe there will be crazy-ass stuff.
Lemonade Stand
We're Open for Business | Ep 001 - Lemonade Stand
AI-run public service sectors, imagining like traffic lights and utilities actually being managed by really smart AIs who optimize this. More scientists who can use AIs to run experiments. Genetic engineering and customized medicines, like the healthcare industry being far more sophisticated with people, and cyberpunk where we all have cool-ass fucking additions to our head and our face.
Lemonade Stand
We're Open for Business | Ep 001 - Lemonade Stand
if you think about this alone dude on a serious note that is going to happen and if you imagine the number of industries i've seen that show before yeah in the i didn't watch the end i assume it's a happy ending if you if you think about the number of industries in our in the world that are around fashion and people expressing themselves in interesting ways the millions of people who do little etsy crafts the millions of people working in fashion or or
Lemonade Stand
We're Open for Business | Ep 001 - Lemonade Stand
or hairstyling or tattoos, different ways to express yourself. And you imagine it in the future as we will get like essentially bionic parts of ourself, the amount of customization and flair and personalization. One of the things that I think is interesting, we all laugh about, the metaverse and stuff like that.
Lemonade Stand
We're Open for Business | Ep 001 - Lemonade Stand
But as virtual worlds become really, really sophisticated, people are gonna do crazy stuff. And maybe there's gonna be a whole industry where you manage a bar in a virtual world in a way that you couldn't before, right?
Lemonade Stand
We're Open for Business | Ep 001 - Lemonade Stand
So I really do believe that there's gonna be enormous, crazy different types of technologies and industries that we can't even imagine right now that come from AI specifically as part of this product wave that will happen largely after the current wave of destruction. This is oversimplifying things, but I think it is very interesting.
Lemonade Stand
We're Open for Business | Ep 001 - Lemonade Stand
And now I will go back to the table and we'll talk and make lemonade.
Lemonade Stand
We're Open for Business | Ep 001 - Lemonade Stand
Let me address that really quickly. So I think part of what I mentioned in my important PowerPoint documentation is the fact that with tech trends, with major technology waves, again, you generally see job destruction at the beginning and then the new industries start to emerge. And so I think that...
Lemonade Stand
We're Open for Business | Ep 001 - Lemonade Stand
I agree, there's a lot of doomerism with AI right now, and it's justified if you're just looking at what's in front of you, which is, right now, it is destroying artists' jobs, straight up.
Lemonade Stand
We're Open for Business | Ep 001 - Lemonade Stand
If you want to add on it before I respond, yeah.
Lemonade Stand
We're Open for Business | Ep 001 - Lemonade Stand
Yes. So, and again, to set the stage for people that maybe aren't, I am very optimistic on AI. I do think the net positive on earth is going to be extremely high and for humanity. However, there's going to be a, it's going to be more destructive in the short term than any other technology. Probably. And I think a lot of people are concerned about that, even the optimists like myself.
Lemonade Stand
We're Open for Business | Ep 001 - Lemonade Stand
So three kind of categories. I think one, there's this idea of like, we're going to destroy all these jobs. This will happen. This is going to happen quickly. And there's going to be a time lapse before new industries are created that can fill some of that space. Um, however, I think people are overplaying the amount at which a company will simply fire the people that they can replace.
Lemonade Stand
We're Open for Business | Ep 001 - Lemonade Stand
So imagine you have company A, B, A, B, C. You have company A, B, C. They make a hundred products a day.
Lemonade Stand
We're Open for Business | Ep 001 - Lemonade Stand
Company Aiden and company- Oh, you know, actually this is good. Company Aiden and company Atrioc. Okay. Okay? Two different companies. You guys both employ a hundred people. Okay? You employ a hundred people. Okay. Okay.
Lemonade Stand
We're Open for Business | Ep 001 - Lemonade Stand
And then you realize with AI that each person in your company can be twice as effective because instead of just Completely changing their jobs every person's job for the most part in most offices at least is a mix of different skill sets and people Realize that they can actually replace certain amount of work with AI and allows them to do more So each person can now get twice as much done.
Lemonade Stand
We're Open for Business | Ep 001 - Lemonade Stand
Okay, you Given just your background and your nature as a human being you fire half the people immediately you think I don't need half of them. AI can replace them, right? If they're all working twice, fucking fire them, right? And you go home and you get your fancy Toyota Prius and you're very proud of yourself.
Lemonade Stand
We're Open for Business | Ep 001 - Lemonade Stand
Adriac, you noticed the same thing. But I'm a little different. There's two options you could do here. For me, there's only one option. Fire them all. Oh, fire them all. And I'm out. I sell the stock.
Lemonade Stand
We're Open for Business | Ep 001 - Lemonade Stand
Now, what I believe most companies will do is go, my employees are twice as productive. Let's make twice as much stuff, right? Why would your reaction be, yeah, let's fire everybody and do the same amount instead of if you are a material science company or a manufacturing company or a software company, and suddenly your employees are twice as effective as they were before.
Lemonade Stand
We're Open for Business | Ep 001 - Lemonade Stand
They can produce twice as much because AI can do so many of the tasks that simply took time before. Why wouldn't you make twice as many things? If you are a business, you want to make more money, you want to succeed in the market, you can free up some of those people to develop new products, to be competitive in these other areas. Why wouldn't you grow? Every company is incentivized to grow.
Lemonade Stand
We're Open for Business | Ep 001 - Lemonade Stand
Obviously, there's individuals who won't do that. There's going to be horrible leaders who are like, fuck all the human beings, they're going to be profit-driven. But in general, even if you take this very, very cynical, capitalistic, you know, they're just doing it for money, even in that case, I believe the vast majority of the time, the incentives are to make more.
Lemonade Stand
We're Open for Business | Ep 001 - Lemonade Stand
So actually for the audience, there's nothing in that notebook. It's just blank. I memorized the quotes.
Lemonade Stand
We're Open for Business | Ep 001 - Lemonade Stand
And that's the hope, is that what this does is it enables all people and businesses around the world to be more effective, more productive. I've seen this in my own life. I've talked to dozens of people for whom AI has made their writing better, their planning better, people who are now able to do businesses in a way they weren't before, tackle... Tax is better.
Lemonade Stand
We're Open for Business | Ep 001 - Lemonade Stand
There's going to be so many fewer barriers to people starting businesses and creating things because AIs will allow everybody to engage with this. It's going to destroy a lot of jobs, but it will hopefully allow people to make more. And that means not just firing everybody. It means doing more stuff. And each person is more productive.
Lemonade Stand
We're Open for Business | Ep 001 - Lemonade Stand
And of course, this is also going to happen with a lot of job destruction. There's going to be a lot of people who use this in a very evil way. There's going to be a lot of people in certain areas who then can't recover and get the opportunities that are created. But I think that fundamental idea of if you can replace, if a person becomes more productive, you fire everybody is flawed.
Lemonade Stand
We're Open for Business | Ep 001 - Lemonade Stand
So the quick counteroffer, and again, obviously these things are complex, but compared to five decades ago, people have far more leisure opportunities now, right? There are literally every day, if somebody's listening to this podcast, presumably you are picking between literally thousands of different options on your TV, devices, video games, of what to do every day.
Lemonade Stand
We're Open for Business | Ep 001 - Lemonade Stand
The amount of leisure options are massive, and these industries have exploded, and we are currently benefiting from it. None of these existed five decades ago, right? And probably those people were like, oh, if everybody started being five times as productive, what are we going to do with our time?
Lemonade Stand
We're Open for Business | Ep 001 - Lemonade Stand
Well, it turns out we as humanity have a huge portion, as I was pointing out, has now developed these industries around us.
Lemonade Stand
We're Open for Business | Ep 001 - Lemonade Stand
Yes. Yeah. Okay. So I, I basically agree with that and it is possible. I just think broadly we should trust that in the longterm, we as humans, when given opportunity, find things to do and create new things. So I think that in this case where let's say you described, well, this writer that you would normally hire is, is, is, is, outsourced to an AI and you're not hiring that person at all.
Lemonade Stand
We're Open for Business | Ep 001 - Lemonade Stand
Well, what does that person do now? He has free time and energy. And you imagine that he's now just adrift in the world, but he's adrift in the world where AI is incredibly capable of doing creative things, right?
Lemonade Stand
We're Open for Business | Ep 001 - Lemonade Stand
And he would have access to the same tools to go make things, to make a new business, to create leisure opportunities, to go find something and build one of these new industries that I think will exist. So I think what is sometimes lost is the assumption that the benefits of AI are only going to go to certain people.
Lemonade Stand
We're Open for Business | Ep 001 - Lemonade Stand
But if you assume that every human gets these same things, that even if a person is pushed out of a particular type of market, that we should not assume that we as humanity won't create new ones. And I think, I agree, society will need to be restructured. There's a possibility it's just a shitload of pain, and I hope that's not the case, and I'm somebody who thinks...
Lemonade Stand
We're Open for Business | Ep 001 - Lemonade Stand
I'm optimistic because I think the good can be so incredibly good. And the bad is very possible and we need to like fight against the bad. But do you, like, do you get what I'm saying though? Like, yeah, that's, I think it's, it's that world is terrible up until we do have all, like probably a lot of our economic system and what people do is around human leisure and creativity.
Lemonade Stand
We're Open for Business | Ep 001 - Lemonade Stand
And that I don't think AIs can replace at least in its entirety.
Lemonade Stand
We're Open for Business | Ep 001 - Lemonade Stand
You are definitely right. We need to restructure things so that we have a way for people to transition to this new world.
Lemonade Stand
We're Open for Business | Ep 001 - Lemonade Stand
Or the hundreds of thousands of people get injured or die every year in car accidents in the U.S. alone, which would be prevented by self-driving cars.
Lemonade Stand
We're Open for Business | Ep 001 - Lemonade Stand
Yeah, to be very clear, I'm an AI optimist. I believe the net positive will become extremely high for humanity and getting to that high could be a super rocky road and there needs to be a lot of support and basically thoughtfulness on how it's done. Yes, absolutely yes. What you're describing is super possible, frighteningly possible, I would say, even though I firmly believe
Lemonade Stand
We're Open for Business | Ep 001 - Lemonade Stand
30 years from now, we're all going to go, holy shit, the world is so much better because of AI.
Lemonade Stand
We're Open for Business | Ep 001 - Lemonade Stand
That's probably the biggest inflection point of chaos from all this. I mean, it's going to be really, really bad.
Lemonade Stand
We're Open for Business | Ep 001 - Lemonade Stand
that i don't know if i think andrew yang would have been the best president ever but i think that fee accounting for that and knowing that's coming i really agreed with him on it yeah uh yeah he's the only politician i ever donated to and then i regretted it because they still text me all the fucking time and i'm like dude it's been like 10 years stop andrew yang is not gonna be president Yeah.
Lemonade Stand
We're Open for Business | Ep 001 - Lemonade Stand
I mean, obviously there's so much to go into and I'll keep bringing this stuff up because this is like talking about these types of things is one of the biggest reasons I am excited for this show and excited to talk with you guys because this is so deeply complex and so impactful and I can see in my own life, like,
Lemonade Stand
We're Open for Business | Ep 001 - Lemonade Stand
As an example to the people who are Doomers, I employ like 10 to 15 people on any given basis. I do that because AI is enabling me to be more productive. I'm able to code more things, I'm able to get more creative ideas out the door, and I've used that I've used that success to hire more people who are now supporting my creative visions.
Lemonade Stand
We're Open for Business | Ep 001 - Lemonade Stand
And there are real-world examples right now already where AI is allowing creative people to grow and expand what they're doing and hire more creative people and make more stuff.
Lemonade Stand
We're Open for Business | Ep 001 - Lemonade Stand
And I think in a lot of cases, that's going to happen, and it's not always going to be the capitalist asshole who's like... And I like capitalism, but capitalism is good at incentivizing people to be shitheads, and the shitheads are going to be shitheads, right? That's going to happen. And this... We'll talk about it in another episode.
Lemonade Stand
We're Open for Business | Ep 001 - Lemonade Stand
This is why DeepSeek, which is an open source, is super important because open source is going to prevent companies like Microsoft from hoarding this all themselves and preventing it from benefiting the broader people. I think that is critically important, but it's too big of a topic, and I'll stop there.
Lemonade Stand
We're Open for Business | Ep 001 - Lemonade Stand
Which makes sense when what you're looking at in front of you is a fire. There's a fire in front of you and the guy's like, no, no, no. Once the forest burns down, it's going to be vibrant, bro. Yeah, I get it.
Lemonade Stand
We're Open for Business | Ep 001 - Lemonade Stand
Absolutely. Yes. It's going to, it's going to be more destructive than any previous.
Lemonade Stand
We're Open for Business | Ep 001 - Lemonade Stand
Can you tell us straight and write fuck Aiden on that, please? Can you write fuck Aiden?
Lemonade Stand
We're Open for Business | Ep 001 - Lemonade Stand
And it's funny that the article talks about that, because that's a big underpinning... What are some of the theories about why? Because I'm curious why we wouldn't have bounced back now that it's been a couple years, and now that COVID is 100% eliminated.
Lemonade Stand
We're Open for Business | Ep 001 - Lemonade Stand
Yeah, his messaging has been all over the place, which is initially it's, this is for fentanyl, and now it's for economic disparity. And then I saw a quote yesterday, which is that nobody really knows what he wants, so there isn't anything they can do to, like, it's not clear.
Lemonade Stand
We're Open for Business | Ep 001 - Lemonade Stand
Yeah, and that compounds anxiety as well. Like socializing is how you get most opportunities. You know, it's how you expand. Anyway, yeah, yeah. Like all the best things in life, it's not necessarily the party itself. It's the person you meet there that leads to the thing, you know? I'm really shocked by the level of inertia that a year and a half of walk-ins has caused.
Lemonade Stand
We're Open for Business | Ep 001 - Lemonade Stand
And that's Brandon's only issue with Trump.
Lemonade Stand
We're Open for Business | Ep 001 - Lemonade Stand
People are thinking, I don't want to... I'm upset this person said something to me.
Lemonade Stand
We're Open for Business | Ep 001 - Lemonade Stand
I wonder how much of the inertia that is like the difficulty and people ramping back up into the previous lifestyle. is the fact that tech has gotten really, really good at keeping people's attention. Yeah, video games have gotten good. Right, video games have gotten good. TikTok's gotten good. Yeah, and, you know, I want to be clear. I don't think every tech is good.
Lemonade Stand
We're Open for Business | Ep 001 - Lemonade Stand
I think there's plenty of obvious downsides. And, like, you know, if you think about COVID, it's like a year and a half where every single person making entertainment in the world got a chance. They got a shot at everybody. You know, like, everybody is like, all right, I'm going to take, like, me? I captured, like, 200, 2 million people, dude.
Lemonade Stand
We're Open for Business | Ep 001 - Lemonade Stand
I fucking caught them like Pokemon, and they haven't left. And, like, backed them into a corner. And, like, probably so many of my viewers are like, would be hanging out with their best friend right now. But they're like, oh, well, Doug dropped a new video.
Lemonade Stand
We're Open for Business | Ep 001 - Lemonade Stand
It's like we put like caltrops all over the ground and they have to like crawl over them to get back out to a non-digital social life.
Lemonade Stand
We're Open for Business | Ep 001 - Lemonade Stand
We like, we like put them all in like a mirror maze. And it was like, look, normal life is outside the mirror maze, but you got to find your way out. You know, you got to get out.
Lemonade Stand
We're Open for Business | Ep 001 - Lemonade Stand
Which leads me to my next topic. So AI cream pies.
Lemonade Stand
We're Open for Business | Ep 001 - Lemonade Stand
Porn is going to be, unfortunately, I don't know. Click the link below for our Pornhub follow-up episode. Yeah.
Lemonade Stand
We're Open for Business | Ep 001 - Lemonade Stand
We're going to be making an episode every week. We're going to be covering whatever is going on and whatever we feel like and posting on Thursday unless we're late, which none of us are ever late. We wouldn't cancel on you like that. You just heard how seriously Aiden takes that. I walk in. And now this is the part of the show where Aatrox eats an entire raw lemon.
Lemonade Stand
We're Open for Business | Ep 001 - Lemonade Stand
I forgot the lemon. There's one right there. We have real lemons on set. Aatrox will take a bite up until the skin ruptures. This is plastic.
Lemonade Stand
We're Open for Business | Ep 001 - Lemonade Stand
Wait, wait, remind me. And I guess everybody watching, you born in Canada came here.
Lemonade Stand
We're Open for Business | Ep 001 - Lemonade Stand
Costco fentanyl samples. Whoa. Whoa.
Lemonade Stand
We're Open for Business | Ep 001 - Lemonade Stand
By the way, we need to give you guys an intro, because otherwise we're not eligible for awards, apparently. So you have to learn.
Lemonade Stand
We're Open for Business | Ep 001 - Lemonade Stand
Yeah. One of the things I didn't know about until recently is the fact that there's the trade agreement where basically if you're a professional in certain categories, but most like good categories, and then you get a job offer from the U S you just get to come here. Like you don't, You don't have to get a visa if you get a job offer. Yeah, there's this is part of what was previously NAFTA.
Lemonade Stand
We're Open for Business | Ep 001 - Lemonade Stand
And so if you're a Canadian professional and you're like an accountant or software engineer and you get a job for an American company, you just go to the border. You don't even have to preplan this. You're like, I'm here. Here's the here's the job offer. Here's all the stuff. They just get let in.
Lemonade Stand
We're Open for Business | Ep 001 - Lemonade Stand
It's a huge brain drain because it's that easy. And it's just like, oh, if Google in the U.S. is going to pay you three times as much relative, you can just go, which is wild.
Lemonade Stand
We're Open for Business | Ep 001 - Lemonade Stand
He literally is submitting this to the Oscars, unless we introduce each one of our, by full name, by the way, and you have to drop social security.
Lemonade Stand
Liberation Day Changes Everything | Ep 005 Lemonade Stand 🍋
This is a perfect example. Also, yeah, I want to hear it because this is exactly what Trump wants. Exactly. Your response right now.
Lemonade Stand
Liberation Day Changes Everything | Ep 005 Lemonade Stand 🍋
Let me out. Okay. I'm going to try to give some quick things here. All right. First off, XAI purchased X. So you know how when Elon bought Twitter a couple years ago and people were like, this is a bad idea. This is stupid. How is he going to pay this back? Well, one way that he has an exit strategy is to buy it himself from his own AI company. So he recently did this.
Lemonade Stand
Liberation Day Changes Everything | Ep 005 Lemonade Stand 🍋
There's actually a lot of strategic value to it in terms of having an AI company that directly owns all this data that's going on because most of the others don't. And so it is actually a real competitive advantage to do this. You have 30 seconds to respond. Go. Have you seen the Obama meme where he's putting the metal on himself?
Lemonade Stand
Liberation Day Changes Everything | Ep 005 Lemonade Stand 🍋
I'm going to use this flimsy American made steel to try to... Not only am I not deeply opinioned about this, this gets into deep economics that I'm just not as familiar with as you. I'm going to voice the thinking from Howard Luttick. Luttick. So he's the Secretary of Commerce. Listened to an interview that he did on All In. And so here's the argument for tariffs.
Lemonade Stand
Liberation Day Changes Everything | Ep 005 Lemonade Stand 🍋
Before World War I, America had tariffs on most countries around the world. We tariffed most goods. And that was also before World War I when America was an absolutely... unbelievably powerful industrial creator, right? We had massive, massive output and production as a company. That's what we were known as, that's what America was.
Lemonade Stand
Liberation Day Changes Everything | Ep 005 Lemonade Stand 🍋
And that's what basically powered and won world, I mean, simplifying dramatically, obviously, but World War I and especially World War II, right? Just this massive production engine of the United States.
Lemonade Stand
Liberation Day Changes Everything | Ep 005 Lemonade Stand 🍋
um after world war one um in response to basically trying to uh help support countries rebuild america stopped tariffing and said we are going to temporarily ease tariffs on these countries that are trying to rebuild because you can't afford them we're trying to help you out then comes the great depression great depression like okay we can't put tariffs back now i mean historically our country has always had tariffs we can't put it back now
Lemonade Stand
Liberation Day Changes Everything | Ep 005 Lemonade Stand 🍋
But we'll wait. Then World War II happens. Okay, that's bad. And then the Korea War happens in the 50s. And then the Vietnam War happens in the 70s. And it's on and on and on. And all these issues where we are basically... The idea is that normally you would have tariffs, as most countries do. To be clear, we do have less tariffs in the US than most countries, right? Like...
Lemonade Stand
Liberation Day Changes Everything | Ep 005 Lemonade Stand 🍋
particularly like a lot of specialized goods and stuff are tariffed by a lot of countries. And then like when they're trying to buy from the U S and in return, we, the United States have extremely low tariffs on the rest of the, like what some of the numbers on like an American made car gets massively tariffed in Europe.
Lemonade Stand
Liberation Day Changes Everything | Ep 005 Lemonade Stand 🍋
And then... So it's like much... They are less incentivized to buy an American-made car in Europe, and we don't do the same to them. It's like a 2% or a 4% tariff, I think. So there is, in many areas around the world, this sort of disjointed system where... Other countries have these tariffs in place to protect their industries, and we don't.
Lemonade Stand
Liberation Day Changes Everything | Ep 005 Lemonade Stand 🍋
And the thinking by Howard Ludnick and Trump is that by the time we got through the Vietnam War, we're in the 80s, and now we've had four decades of not having destruction around the world, not having countries that are ravaged by war, at least to the same extent, that we as America need to go back to what we used to do, which is to say, hey, we're going to protect our industries.
Lemonade Stand
Liberation Day Changes Everything | Ep 005 Lemonade Stand 🍋
And over the last four decades, we've seen that basically all manufacturing in the U.S. has been offshored, that these manufacturing jobs are gone, that exactly like you said, all like you and me, I make I'm a mug salesman technically. Yes, sir. Right. We the like we make our mugs in China because there's barely the option to do that in the U.S. And if it is, it's slow and expensive.
Lemonade Stand
Liberation Day Changes Everything | Ep 005 Lemonade Stand 🍋
Well, you know it's not biased because he asked Grok what it's worth.
Lemonade Stand
Liberation Day Changes Everything | Ep 005 Lemonade Stand 🍋
Yes, yes. And so the idea is basically this is how you protect your own industries. On top of that, it incentivizes companies to come build. So right now, if you have a company, if you are building a new factory, you are incentivized for merch, let's say. You're incentivized to go build that in Mexico or China because the costs are going to be so much lower and margins are going to be higher.
Lemonade Stand
Liberation Day Changes Everything | Ep 005 Lemonade Stand 🍋
But if across many different industries, all these different companies say – not necessarily you, Aiden, but the person who is deciding to build the next factory goes, you know what? It's going to cost about the same. Let's do this in America. It brings jobs back here that are high quality and high paying. Like you said, costs will go up.
Lemonade Stand
Liberation Day Changes Everything | Ep 005 Lemonade Stand 🍋
But the idea is that those costs are going up to fund Americans getting jobs in America and that over time then – as even though costs are higher, wages also rise at a higher level, right? Because the quality of our incomes is going up rather than everything being offshore to the cheapest possible bidder. This is the argument.
Lemonade Stand
Liberation Day Changes Everything | Ep 005 Lemonade Stand 🍋
Also, there would be potentially a large amount of income generated from tariffs, even though it's mostly paid by the consumer. That is Howard Luddick's argument. That is Trump's thought. We used to have this system for the first half of American history. The second half, we do not have tariffs. And that has basically caused all of our manufacturing problems.
Lemonade Stand
Liberation Day Changes Everything | Ep 005 Lemonade Stand 🍋
to dissipate and other countries are taking advantage of us by tariffing our stuff and making it even harder for people to build in the United States because if they then can't sell to other countries because they're being tariffed, they may as well go build in other countries.
Lemonade Stand
Liberation Day Changes Everything | Ep 005 Lemonade Stand 🍋
You're saying they really started to drop, I believe, late 1800s and really at the start of World War I and the end of World War I. That's when the United States government said, hey, let's ease up on everybody else to help them right now. And they have had that attitude since. Yeah.
Lemonade Stand
Liberation Day Changes Everything | Ep 005 Lemonade Stand 🍋
No, this is an American Postcast episode, right? This is about American terrorists, American building, and Americans buying Korean children. Okay, next quick shot. OpenAI, the main AI leader, as you might have seen, everybody is making Studio Ghibli images. This is so unbelievably popular and has driven such a surge in people who are now trying out AI products.
Lemonade Stand
Liberation Day Changes Everything | Ep 005 Lemonade Stand 🍋
Do you feel like this... So I think probably some of the biggest motivation for this is the sense that the middle class is disappearing in the United States. Yes. And that is because middle class jobs are disappearing. And many of those jobs have been outshored. And I think there's been what I would call a fantasy... that we as Americans are smarter than everybody else.
Lemonade Stand
Liberation Day Changes Everything | Ep 005 Lemonade Stand 🍋
And we are the ones who should be managing products and being creative like Apple does. And then the Chinese and the Indian, those people should make the phones, not us, right? But we'll keep designing the phones. And I think there's so much evidence that we are not going to be the dominant player in this forever. China is making... arguably better electric cars than us right now.
Lemonade Stand
Liberation Day Changes Everything | Ep 005 Lemonade Stand 🍋
Asia has better public transit right now. China is testing out flying taxis right now. And that is also happening in the US actually, and it's very exciting, but at a much slower pace that's more expensive and is going through more regulations and all this stuff. So they're going to beat us on that most likely. And my concern is we've potentially lost the middle class because so many different
Lemonade Stand
Liberation Day Changes Everything | Ep 005 Lemonade Stand 🍋
industries in the US have been lost to other parts of the country. And that idea of like, well, that works, we specialize in one thing. I don't know how much we specialize, like can our specializations in the US Thank you.
Lemonade Stand
Liberation Day Changes Everything | Ep 005 Lemonade Stand 🍋
They said that when ChatGPT launched, big, oh my God, crazy ChatGPT changed the world. They got a million signups, a million users in a week. And that was the most, I believe, the fastest growing app ever.
Lemonade Stand
Liberation Day Changes Everything | Ep 005 Lemonade Stand 🍋
The fastest growing thing ever, period. Holy shit. They got 1 million new viewers, users in an hour this week. For Ghibli access? During this week, there was a one hour period where they gained 1 million new users. That's not even the free tier. That's people paying at least 20 bucks a month. That is wild. This is growing at a level that is just absolutely obscene.
Lemonade Stand
Liberation Day Changes Everything | Ep 005 Lemonade Stand 🍋
And they're also, they announced open sourcing a model, which is interesting, but there's not enough time for quick shot. Go.
Lemonade Stand
Liberation Day Changes Everything | Ep 005 Lemonade Stand 🍋
I had a good thing to say, but that's fine. People don't care. Two more quick ones. Last week, we talked about the massive hit coming out of China, the movie called Nezha 2. Yes. Pronunciation, I'm sure, is horrific. I actually went and tried to watch it because I was curious. The second one isn't available on streaming yet. The first one is. It's incredible. It's like an amazing movie.
Lemonade Stand
Liberation Day Changes Everything | Ep 005 Lemonade Stand 🍋
Let's just say it. If you are interested in what he's doing, go to DougDoug.shop and check it out.
Lemonade Stand
Liberation Day Changes Everything | Ep 005 Lemonade Stand 🍋
I'm really curious of just your reaction. Because in theory, anyway, so maybe we get updates on China, on how many things you're exploring in the US and maybe how that plays out. That'd be cool. Okay, so what I want to talk about is a subject that was really elaborated on in a book called Abundance. This came out, what, two weeks ago, maybe something like that? Yeah, it's pretty recent.
Lemonade Stand
Liberation Day Changes Everything | Ep 005 Lemonade Stand 🍋
It's by Ezra Klein and Derek Thompson. Ezra Klein is a very popular left-leaning... Podcaster, journalist, all that. So very influential in left discussion. And this book, I would say the thesis of it came out and said the left side of the political spectrum has become too focused on process and not results when it comes to governing.
Lemonade Stand
Liberation Day Changes Everything | Ep 005 Lemonade Stand 🍋
Yes. And then I am very passionate about this because I have watched San Francisco, which is a city I lived in or near for like six years and grew up near. deteriorate is a very strong word. That's a little too hyperbolic. I think it has immensely suffered over the past couple of decades as a result of these policies.
Lemonade Stand
Liberation Day Changes Everything | Ep 005 Lemonade Stand 🍋
And this is the most liberal city in the country, arguably, but it's certainly one of the most liberal, liberal in the most liberal state, probably certainly one of the, the most impactful liberal states with the largest budget in so many different areas, this golden goose of the tech industry. And they have in almost every respect, completely failed their constituents and,
Lemonade Stand
Liberation Day Changes Everything | Ep 005 Lemonade Stand 🍋
through very, these policies. So, anyways, this book I think is fascinating. A specific thing I want to focus on, people are leaving democratic cities. So, uh, Manhattan, Brooklyn, Chicago, Los Angeles are on pace to lose 50% of their under five childhood population in the next 20 years. 50% of like families basically are leaving these cities.
Lemonade Stand
Liberation Day Changes Everything | Ep 005 Lemonade Stand 🍋
Right now in 2023, California had a net loss population of 280,000 people. That's not 280,000 people who left California. That means on net that many more people left than came in. That is, California has grown basically forever since it was created. This is a new thing, the idea that California would shrink. New York state, the entire state, had a loss of $179,000.
Lemonade Stand
Liberation Day Changes Everything | Ep 005 Lemonade Stand 🍋
We're free. We are free. It's Liberation Day. Mark your calendars. Do you believe it took almost 250 years for America to do Liberation Day? We had Independence Day. Nobody ever thought to do this. Trump is the first to liberate us. I think we're being liberated from Cheap products, is my understanding.
Lemonade Stand
Liberation Day Changes Everything | Ep 005 Lemonade Stand 🍋
Illinois, which has Chicago, people are leaving that state. And they're leaving because prices are too much. That is consistently what they say. It is too expensive to live here. It's too expensive to raise families here. Childcare is too much. Everything is too expensive. And the quote that he says pretty early in the book, which is why I get so frustrated by this,
Lemonade Stand
Liberation Day Changes Everything | Ep 005 Lemonade Stand 🍋
is you are not the party of working families when the places you govern are places working families cannot afford to live.
Lemonade Stand
Liberation Day Changes Everything | Ep 005 Lemonade Stand 🍋
And this is what I've gotten so just upset about over the years. And not only that, even if you don't care about, I don't know, impoverished people and you only care about winning elections, right now, because of the population shifts, New York, Rhode Island, Illinois, Minnesota, Oregon, California, very left-leaning states, are on track to lose seats in the House of Congress, right?
Lemonade Stand
Liberation Day Changes Everything | Ep 005 Lemonade Stand 🍋
To lose electoral votes. And then Florida, Texas, Idaho, Utah, very red states are gaining them. And so if this trend continues, it also would make it much, much, much, much harder for a future Democratic candidate to win the presidency because usually it's all based on these swing states.
Lemonade Stand
Liberation Day Changes Everything | Ep 005 Lemonade Stand 🍋
I loved it. And I was like, wow. Okay, I get it, China. Like, well played. It was so, like, creative and interesting. Like, just well made stories.
Lemonade Stand
Liberation Day Changes Everything | Ep 005 Lemonade Stand 🍋
But that's not going to matter if some of the most powerful blue states just don't have as much representation because there's less people. And so the biggest thing is this comes down to the fact that in Democrat-led cities in America, there is an enormous amount of processing and permitting and legal process that prevents things from being built. The most obvious is housing.
Lemonade Stand
Liberation Day Changes Everything | Ep 005 Lemonade Stand 🍋
So in 2023, SF, San Francisco, issued about 7,500 new housing permits. San Francisco has a city of about a million. 7,500 new housing permits. Boston, all of Boston, Metro, had 10,500. New York City, Newark and Jersey City together, a little less than 40,000. And then Houston in Texas, which is a dog shit place. No offense to anybody who lives there. Ha ha ha! Issued almost 70,000 homes.
Lemonade Stand
Liberation Day Changes Everything | Ep 005 Lemonade Stand 🍋
That is 10 times the amount of San Francisco. That's how many new homes are being built. And then guess what? Shocker. Houston has the lowest homelessness rate of any U.S. major city.
Lemonade Stand
Liberation Day Changes Everything | Ep 005 Lemonade Stand 🍋
Yeah. Okay. Some of the stats I thought looking into this of just San Francisco versus Houston is really interesting. San Francisco has about a million residents. Houston has over two million. So Houston has twice as many people, at least, right? Houston... Houston spends $70 million a year approximately. And that's like an increase from previous years on combating homelessness.
Lemonade Stand
Liberation Day Changes Everything | Ep 005 Lemonade Stand 🍋
Again, this is the city that has the lowest homelessness rate of any major US city, about 70 million a year. San Francisco spends 850 million a year on homelessness. It is an astronomical amount. You could buy entire homes for people almost with that amount of money.
Lemonade Stand
Liberation Day Changes Everything | Ep 005 Lemonade Stand 🍋
They're buying... I mean, unironically, that's what's happening. If you spend... And we're going to get into this and all this process.
Lemonade Stand
Liberation Day Changes Everything | Ep 005 Lemonade Stand 🍋
Yeah, and it's this fucking tragedy, man. So again, Houston, lowest homelessness rate of any major US city. They estimate it costs $17,000 to $19,000 to house a homeless resident in Houston. In San Francisco, the estimated cost is $40,000 to $47,000. So it's just over twice as much. In Houston, the median home costs a bit over $300,000. In San Francisco, it's $1.7 million.
Lemonade Stand
Liberation Day Changes Everything | Ep 005 Lemonade Stand 🍋
So it's like, yeah, no shit. If you make home absolutely obscenely expensive, you make housing expensive, people are going to fall through the cracks. And it doesn't matter if you pour almost a billion dollars into homelessness and you have like a thousand NGOs and nonprofits giving people support, which I've personally seen in San Francisco. It doesn't matter if you don't provide housing.
Lemonade Stand
Liberation Day Changes Everything | Ep 005 Lemonade Stand 🍋
And so then you probably wonder, why aren't we building housing? You know, housing specifically is like its own kind of rabbit hole about all the policies in place that, which we've touched on a little bit, that incentivize people to not allow housing so that their home prices go up.
Lemonade Stand
Liberation Day Changes Everything | Ep 005 Lemonade Stand 🍋
But I want to highlight some of the sort of stories and instances from this book or that Ezra Klein has been talking about that I think are particularly illuminating and frustrating about how Democrat-led governance isn't doing anything. It's not building anything. So number one, this is a video about Ezra Klein talking. This is actually just broadly about not being built.
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Liberation Day Changes Everything | Ep 005 Lemonade Stand 🍋
If I pull up the one with Jon Stewart, he did a... That's somewhere around here. Oh, okay. Elon posted it for some reason. So he talks to Jon Stewart. We don't need the audio here because it's a long clip. You might have heard about the Build Back Better program from Joe Biden. Yeah, let's spend like a trillion dollars on infrastructure and supporting the city. And this sounds great, right?
Lemonade Stand
Liberation Day Changes Everything | Ep 005 Lemonade Stand 🍋
And the Republicans were saying, no, we shouldn't spend more money. We're way the fucking debt. And Democrats are saying, no, this is critically important to helping reduce inequality and helping rebuild the middle class. We should build stuff. We should build infrastructure. This sounds great, right? Who would be against that?
Lemonade Stand
Liberation Day Changes Everything | Ep 005 Lemonade Stand 🍋
I mean, you know, unless you don't think government should be spending money, but like obviously building a lot of stuff. That sounds great. One of the things that they started four years ago was rural broadband. And the idea is that the government is going to fund all of this rural internet to be sent out and expanded to rural areas around the United States who don't have it.
Lemonade Stand
Liberation Day Changes Everything | Ep 005 Lemonade Stand 🍋
And this is a way to help people in rural areas help get away from that massive income gap. You give them these resources. So great idea. Sounds great. It has been four years since Uh, no rural broadband has been built. Absolutely. None. There have been, uh, there's surely like a 14 step review process.
Lemonade Stand
Liberation Day Changes Everything | Ep 005 Lemonade Stand 🍋
Yeah. Yeah. Not only, I mean, it's one thing to be like, Oh, I don't even have rural broadband right now. If you don't in your city, that's great. And that's frustrating. Well, it's not great. It's frustrating in its size. Right.
Lemonade Stand
Liberation Day Changes Everything | Ep 005 Lemonade Stand 🍋
Um, but this is the government proudly saying we've allocated a trillion dollars with like, I forget exact number 45 billion, I believe for rural broadband specifically, that is an astronomical amount of money that could build thousands of homes in China that could do so much. And after four years, nothing has been built at all.
Lemonade Stand
Liberation Day Changes Everything | Ep 005 Lemonade Stand 🍋
And in this clip, which is from the weekly show with Jon Stewart podcast, if you are interested in hearing more, Jon Stewart is absolutely like taken aback as Ezra describes the 14 steps that cities or states had to go through in order to try to bid to get the money from the government to do all this stuff. Because it's not just, hey, we want to do this thing and the government says yes. No.
Lemonade Stand
Liberation Day Changes Everything | Ep 005 Lemonade Stand 🍋
There's a process where you have to give potential evaluations and environmental reviews and then challenges where anybody who might be affected by this in any way, shape, or form can challenge it. And then you have to do this at a national level and then a state level. And there's all these steps that are... incredibly cumbersome.
Lemonade Stand
Liberation Day Changes Everything | Ep 005 Lemonade Stand 🍋
And each one of them, as is repeatedly said in the book, very well-intentioned, right? Of course it's great. Like we want people, you know, we want minorities to not be adversely affected by building in these areas. But when you add step after step, after step, after step, this goes on for years, nothing has been built. That's one example, high-speed rail in California.
Lemonade Stand
Liberation Day Changes Everything | Ep 005 Lemonade Stand 🍋
They have built zero miles of functioning track in California. So just to be clear, this has been going on for over a decade. There's been billions of dollars spent in California. We have built zero lines of functioning track. Zero. It just can't be done.
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Liberation Day Changes Everything | Ep 005 Lemonade Stand 🍋
By comparison, Florida Brightline has built high speed rail. It is functioning right now because Florida allowed them to build stuff.
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Liberation Day Changes Everything | Ep 005 Lemonade Stand 🍋
I believe Liberation Day refers to us getting back the number one spot.
Lemonade Stand
Liberation Day Changes Everything | Ep 005 Lemonade Stand 🍋
But when you look through the amount of environmental reviews, lawsuits, processes, every single part of every single piece of land, everybody who could possibly be affected by this got to have their say and put up legal challenges, put up all these different things to stop this.
Lemonade Stand
Liberation Day Changes Everything | Ep 005 Lemonade Stand 🍋
So it is taken... One of the former CEO of the high-speed rail said that he's flabbergasted that for some of these things have over a decade, they've been going through the process to get a small chunk of the land approved for building. This is... I want to say insanity, but like, I think for our generation, it doesn't sound that crazy because we're not used to anything being built.
Lemonade Stand
Liberation Day Changes Everything | Ep 005 Lemonade Stand 🍋
I just want to restate that for somebody who... The estimation, based on American building standards, when a major bridge broke down due to a car collision and a fire, was that it would take multiple years to get it rebuilt. This is a critical part of infrastructure in that area. And Josh Shapiro, the governor, said, we're going to invoke emergency powers...
Lemonade Stand
Liberation Day Changes Everything | Ep 005 Lemonade Stand 🍋
to not allow the massive amounts of regulation and environmental review and lawsuits and all these parties involved. We are going to just, instead of having to bid to a hundred different contractors and everybody gets to do a process and there has to be all this notice for all this stuff, right? They just acted and they got it done in two weeks.
Lemonade Stand
Liberation Day Changes Everything | Ep 005 Lemonade Stand 🍋
And again, I want to, two weeks is what is possible if people aren't constrained by these massive amounts of regulation and processes. Versus two years.
Lemonade Stand
Liberation Day Changes Everything | Ep 005 Lemonade Stand 🍋
Very last one, which is funny. Also, my Chinese acupuncturist said the second movie is not as good as the first. So, sorry if anybody is kind of disappointed at the sequel.
Lemonade Stand
Liberation Day Changes Everything | Ep 005 Lemonade Stand 🍋
So this is the main point I want to make. And it's the reason why I'm very passionate about this and very frustrated. And why, frankly, I'm just repulsed by the politicians who do this and the people who advocate for these things.
Lemonade Stand
Liberation Day Changes Everything | Ep 005 Lemonade Stand 🍋
It's fine and good to advocate for a healthy environment and to be concerned about conservation and helping air quality and helping make sure that disadvantaged communities are served and that we can support minority-owned businesses. These are great things. But when you add so many of these processes and so many of these restrictions and so many goals that you're trying to do on every project,
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Liberation Day Changes Everything | Ep 005 Lemonade Stand 🍋
then nothing happens and everybody suffers much more.
Lemonade Stand
Liberation Day Changes Everything | Ep 005 Lemonade Stand 🍋
It's not worth jumping into it, but there's this video by reason TV called the insane battle to sabotage a new apartment building in San Francisco, which is just encapsulates in the most infuriating, unbelievable way.
Lemonade Stand
Liberation Day Changes Everything | Ep 005 Lemonade Stand 🍋
No, there's plenty like this. This is a guy who wanted to turn his laundromat in the mission into a big apartment structure and create lots of housing. And how every single part of the city basically did everything they could to stop this.
Lemonade Stand
Liberation Day Changes Everything | Ep 005 Lemonade Stand 🍋
He spent like $4 million going through litigation before anything got built because there's shade on a playground for an hour a day that already has a lot of shade on it, by the way. And in the mission, you're going to gentrify this area even though there's affordable housing in the project. And the neighbors, I mean, it just goes on and on.
Lemonade Stand
Liberation Day Changes Everything | Ep 005 Lemonade Stand 🍋
It is truly unbelievable to watch this and go, San Francisco, one of the most progressive cities in the country, who are constantly espousing how much they care about the working class and minorities, have done everything they can to a truly baffling degree to stop anything from being built.
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Liberation Day Changes Everything | Ep 005 Lemonade Stand 🍋
You've already become a Chinese movie snob. it before they started pumping out sequels.
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Liberation Day Changes Everything | Ep 005 Lemonade Stand 🍋
So here's what I would say, right? If your response to this is, this is why we need socialized housing. That is not solving the problem because the problem is the government can't build anything, right? Even if there's two, you know, thoughts here, one, you could like really expand the free market, make it way easier for private developers to build.
Lemonade Stand
Liberation Day Changes Everything | Ep 005 Lemonade Stand 🍋
And I think there's a lot of evidence that that works.
Lemonade Stand
Liberation Day Changes Everything | Ep 005 Lemonade Stand 🍋
And lastly, remember two episodes when I talked about the two HR companies that were beefing because they accused the other of having a spy who was stealing all their sequels?
Lemonade Stand
Liberation Day Changes Everything | Ep 005 Lemonade Stand 🍋
With the guy in San Francisco, it's, okay, if you have to spend four to five million dollars, which, by the way, could build a building, if you need to spend that much just to get the approval to build a thing, the only people who can afford to go through all that process and still build something at the end are big luxury apartments.
Lemonade Stand
Liberation Day Changes Everything | Ep 005 Lemonade Stand 🍋
So the very people, the very progressives who are stopping all this and saying, no, you can't do this, it's not affordable enough, by putting all these processes in place are preventing anything from being built and everybody suffers. And
Lemonade Stand
Liberation Day Changes Everything | Ep 005 Lemonade Stand 🍋
So are you Team Deal or Team Rippling? Deal is, again, the one who hired a legitimate spy to work at Rippling and then steal the company's secrets from the Slack channel. There's an update. They were accused of doing that. Rippling got the spy to confess. So he's now confessing in court and saying, I did it. In between rounds of waterboarding. Shout it out. I did it.
Lemonade Stand
Liberation Day Changes Everything | Ep 005 Lemonade Stand 🍋
I mean, this will go to like my my the overall thing that I was really taken away from the book, which represents the frustration I have felt watching politics in San Francisco with friends of mine, which is that there's this he talks. He says everything bagel approach in the book. So the idea was like, you're trying to make everybody happy and get everybody on board.
Lemonade Stand
Liberation Day Changes Everything | Ep 005 Lemonade Stand 🍋
So if you build in most democratic states, it's not just the landowner that you're needing to purchase the land from and the immediate landowners nearby. It's also every possible preference of the neighbors and the community and the character of the neighborhood and the homeowners associations and how it looks and every possible environmental angle.
Lemonade Stand
Liberation Day Changes Everything | Ep 005 Lemonade Stand 🍋
And we have all these lawsuits like SICA where you don't even have to really be related. You can just throw up lawsuits towards basically any single project. This is used everywhere. to extort people into a building with certain contractors, by the way, because they will be like, hey, we have environmental concerns about your hospital you're building in Sacramento.
Lemonade Stand
Liberation Day Changes Everything | Ep 005 Lemonade Stand 🍋
But if you go with us as contractors for all of the work, we're not really concerned anymore. These are easily abused. So you need to get the preferences of the unions and certain minorities and disadvantaged groups and small businesses and the taxpayers and lenders and auditors.
Lemonade Stand
Liberation Day Changes Everything | Ep 005 Lemonade Stand 🍋
And if you try to make every single person or every possible shareholder super happy with everything, which is how our government, at least in blue states, is running, is operating. then nothing happens. And like, if you refuse to build anything because nobody gets fully satisfied by it, everybody is worse off.
Lemonade Stand
Liberation Day Changes Everything | Ep 005 Lemonade Stand 🍋
And you're seeing this happen year over year as San Francisco becomes more expensive and homelessness becomes worse. And I, 10 years ago when I lived there, and maybe you had the same experience, 10 years ago, no working class person that I met in San Francisco lived in the city because they could not afford it.
Lemonade Stand
Liberation Day Changes Everything | Ep 005 Lemonade Stand 🍋
And instead, they lived in other parts of the Bay Area and had to take BART, the subway.
Lemonade Stand
Liberation Day Changes Everything | Ep 005 Lemonade Stand 🍋
Because you can't afford to live there. And so these like one of the quotes from the book is in much of San Francisco, you can't walk 20 feet without seeing a multicolored sign declaring that Black Lives Matter. Kindness is everything and no human being is illegal.
Lemonade Stand
Liberation Day Changes Everything | Ep 005 Lemonade Stand 🍋
These signs sits in yards zoned for single families and communities that organize against efforts to add new homes that would bring those values closer to reality. San Francisco's black population has fallen in every census count since 1970. Poor families, disproportionately non-white and immigrant, are pushed into long commutes, overcrowded housing, and street homelessness.
Lemonade Stand
Liberation Day Changes Everything | Ep 005 Lemonade Stand 🍋
Every year, their policies in San Francisco and these incredibly progressive cities are making everybody suffer, particularly the groups that they supposedly care about. And that's why I get so frustrated, is because it's one thing if you're an asshole. And you say, fuck all y'all. We have our homes. We're going to not allow building because our values go up, right?
Lemonade Stand
Liberation Day Changes Everything | Ep 005 Lemonade Stand 🍋
That's what Robert Wright does, this professor at Berkeley who constantly shuts down housing projects because he says there's not enough affordable housing. And then coincidentally, his housing that he owns in multiple parts of the Bay Area goes up in value. Dude, it's fine. If you want to be a selfish prick, that's fine. but, but own it. I don't think it's fine. I don't think it's fine.
Lemonade Stand
Liberation Day Changes Everything | Ep 005 Lemonade Stand 🍋
I see what you mean. But fucking own it, man. Like, well, this is what bothers me to have such vehement culture of the, of the, of the, of the democratic governance in our country. That is all about how virtuous we are and how we care about these disadvantaged groups. And we care about homelessness or we're going to tax everybody to get all this homelessness.
Lemonade Stand
Liberation Day Changes Everything | Ep 005 Lemonade Stand 🍋
And then you don't do anything about it. And objectively your policies year after year, fail the people around you. It, It baffles me that somebody like Aaron Peskin in San Francisco could be on the board of supervisors for like two decades. Every single year, his policies have made it less affordable. Homelessness has gotten worse. All of these metrics get worse.
Lemonade Stand
Liberation Day Changes Everything | Ep 005 Lemonade Stand 🍋
And then he turns around and says it's the Republicans' fault in San Francisco. And I've just personally seen this and seen so much of that city struggle because of these policies.
Lemonade Stand
Liberation Day Changes Everything | Ep 005 Lemonade Stand 🍋
And he's basically saying that they reached out to him. The CEO of deal was like, hey, I heard you're going to quit rippling. I will pay you $6,000 a month. to become a corporate spy for us, including telling them they tried to get him and his family to bail to Dubai.
Lemonade Stand
Liberation Day Changes Everything | Ep 005 Lemonade Stand 🍋
If people can't afford housing.
Lemonade Stand
Liberation Day Changes Everything | Ep 005 Lemonade Stand 🍋
I guess I just want to say that I... So I want to talk about deregulation in response to this. But first, yeah. Okay.
Lemonade Stand
Liberation Day Changes Everything | Ep 005 Lemonade Stand 🍋
For me, it's the politicians.
Lemonade Stand
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And all of his lawyers, all the lawyers on deal are like using code words to be like, we know you're really stressed out with your work life right now. It might really help if you go to Dubai. And they're like, they're fucking this dude over. And they're just like, and they're doing everything. They're making him like delete all the data. Everything was encoded.
Lemonade Stand
Liberation Day Changes Everything | Ep 005 Lemonade Stand 🍋
Don't say you're trying to help the black population.
Lemonade Stand
Liberation Day Changes Everything | Ep 005 Lemonade Stand 🍋
And so these, they might get away with it. And so this is the CEO of Rippling is currently releasing- More court documents right now, which if you feel like looking at them, they're Parker Conrad on Twitter. It is truly ridiculous. So now he's at the end. He was freaking out on what to do. And his friend told him the truth will set you free.
Lemonade Stand
Liberation Day Changes Everything | Ep 005 Lemonade Stand 🍋
Yeah, so for people on the left, at this point, I consider myself a moderate in the middle. I have become so grossed out by this type of behavior on the left. And I would love a Democratic Party that feels competitive and where I actually believe them when they say they're caring about... you know, impoverished groups or the middle class. But I don't.
Lemonade Stand
Liberation Day Changes Everything | Ep 005 Lemonade Stand 🍋
Because what you're actually doing in these states is pricing everybody out and making people suffer. And then objectively, the red states are doing better. They are gaining the people. And so there's two things here.
Lemonade Stand
Liberation Day Changes Everything | Ep 005 Lemonade Stand 🍋
And that's when he decided to be the better man and admit that he was a spy.
Lemonade Stand
Liberation Day Changes Everything | Ep 005 Lemonade Stand 🍋
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Liberation Day Changes Everything | Ep 005 Lemonade Stand 🍋
Thank you. Thank you. Thank you. Thank you. Thank you.
Lemonade Stand
Liberation Day Changes Everything | Ep 005 Lemonade Stand 🍋
I went to the bathroom with my phone and performed a factory reset on it. I flushed the toilet a couple of times when I came out, I just wanted to get out of there. And so seemingly this poor guy, innocent man is now having to deal with these lawyers and CEOs because he got caught and didn't go to Dubai.
Lemonade Stand
Liberation Day Changes Everything | Ep 005 Lemonade Stand 🍋
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Lemonade Stand
Liberation Day Changes Everything | Ep 005 Lemonade Stand 🍋
And esports are doing great now. Name one thing that isn't fixed by Saudi Arabia or Dubai purchasing it.
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Liberation Day Changes Everything | Ep 005 Lemonade Stand 🍋
To back up what I was saying and then this last thing, just talking about, to give some specifics about the amount of... of agencies and parties who are all trying to put their hands in these projects and all having an influence and all having a say in the unbelievable amount of slowdown and cost that adds. So this is from Roll and Salzman from the book.
Lemonade Stand
Liberation Day Changes Everything | Ep 005 Lemonade Stand 🍋
So the problem with these laws that we have is that they're indiscriminate. It's as easy to obstruct an oil refinery as a wind farm. So you have the National Environmental Policy Act.
Lemonade Stand
Liberation Day Changes Everything | Ep 005 Lemonade Stand 🍋
You have the Endangered Species Act, the Migratory Bird Treaty Act, the Marine Mammal Protection Act, the Coastal Zone Management Act, the Clean Water Act, the Federal Land Policy and Management Act, and the National Forest Management Act. There are over 60 federal permitting programs that operate in the infrastructural approval regime.
Lemonade Stand
Liberation Day Changes Everything | Ep 005 Lemonade Stand 🍋
And they then list how they're trying to build a whim farm in Wyoming, which is clean energy, which we need to solve the climate crisis. Currently, it's set to be finished in 2026. which is 18 years after it was proposed. 18 years. So it's like, all right, if you care about climate, we can't fucking go at this pace. The planet is going to burn if we burn it. They're going to be the best windmills.
Lemonade Stand
Liberation Day Changes Everything | Ep 005 Lemonade Stand 🍋
God. And it's like, yeah, okay, that's great that every single migratory bird got a hearing. And like, I love birds, but like, do we need to in every single project allow these people have agency? And sometimes that means we're like certain groups aren't going to be fully represented and have everything we want. And that sucks, but you have to.
Lemonade Stand
Liberation Day Changes Everything | Ep 005 Lemonade Stand 🍋
As the great country is pulling this up. Partially why we haven't talked too much about this stuff, because we have considered it, is that this has changed so rapidly, so often since Trump came into office. He every literally every week he's changing what is happening with tariffs. It was like we're going to put massive tariffs. Never mind. It's going to be tit for tat.
Lemonade Stand
Liberation Day Changes Everything | Ep 005 Lemonade Stand 🍋
have to make trade-offs because otherwise nothing happens. Even in the villain chair, Doug loves birds.
Lemonade Stand
Liberation Day Changes Everything | Ep 005 Lemonade Stand 🍋
Do you know how many birds I would kill for that wind farm? I'd kill a lot of birds.
Lemonade Stand
Liberation Day Changes Everything | Ep 005 Lemonade Stand 🍋
No politician is incentivized to cut budgets. They're solely incentivized to get more money for their constituents. And this is one of the rare cases where you had a a president, Donald Trump, who got elected, who was saying he's going to like balance the budget and then set up Doge and gave it this ridiculous amount of access to whatever it wanted.
Lemonade Stand
Liberation Day Changes Everything | Ep 005 Lemonade Stand 🍋
This is like in on paper should be the best chance for this to work. And they're fucking it up. And it's like, God, man, I like I want it to work. I hope it works. But I agree right now. I'm like, it's just all ideological and doesn't seem to be doing anything substantial. And that's sad. It's really sad. I agree.
Lemonade Stand
Liberation Day Changes Everything | Ep 005 Lemonade Stand 🍋
We only match other countries tariffs. Never mind full tariffs on these countries like going back and forth to Canada and Mexico and it's like been all over the place and this announcement correct me if I'm wrong with him being like this is the day where we really set it out. This is the tariff policy.
Lemonade Stand
Liberation Day Changes Everything | Ep 005 Lemonade Stand 🍋
But at least Tesla stock is up. So let's go. You know why it's up? Because tariffs and coincidentally, Tesla's are made in America. I did see that. And you sold all yours. No, ironically, I'm like, ah, shit. I wouldn't say it's up for winning.
Lemonade Stand
Liberation Day Changes Everything | Ep 005 Lemonade Stand 🍋
Yeah. What I think is interesting about that is that we, as Americans, are learning more and more about, oh, wow, there's this Chinese director who had this incredible success. Oh, wow, there's this movie. There's this movie. Like, I watched, again, Zha, or Ne Zha, which I can't pronounce, but- Um, like I was like, wow, this is, this is a very good movie.
Lemonade Stand
Liberation Day Changes Everything | Ep 005 Lemonade Stand 🍋
And it again makes me a little concerned about the future of America because this idea that we moved up the value chain, it's like, I think that's because everybody else was taking time to catch up. I don't think we're inherently better at tech or movies or any, like, I don't know.
Lemonade Stand
Liberation Day Changes Everything | Ep 005 Lemonade Stand 🍋
The American industries don't feel nearly as protected anymore because turns out Chinese people can make movies just as good as us. We're not inherently better because we grew up in America for some fucking reason. So stuff like that, like I, I think that's fantastic. I'm so excited about that. But it does also make me a little concerned about the American infrastructure in the middle class.
Lemonade Stand
Liberation Day Changes Everything | Ep 005 Lemonade Stand 🍋
Yeah. I thank you for listening. If you watch this episode as a, as a somewhat serious personal note, this is a big reason why I wanted to do this podcast is to talk about things like this that I'm very passionate about. We're obviously not going to solve every single problem in any way, shape or form, but I am really passionate about stuff like this, as you can maybe tell.
Lemonade Stand
Liberation Day Changes Everything | Ep 005 Lemonade Stand 🍋
So thanks for listening. And if you are being interested, even if you disagree with everything, that's fine. But I just think these are important conversations and I feel, I feel glad to be able to contribute to them a tiny bit.
Lemonade Stand
Liberation Day Changes Everything | Ep 005 Lemonade Stand 🍋
That's Liberation Day. And then he said, ever since then. We weren't liberated yet. But today we're liberated.
Lemonade Stand
Liberation Day Changes Everything | Ep 005 Lemonade Stand 🍋
The blinking cute eyes. Oh, the problem was that it wasn't cute.
Lemonade Stand
Liberation Day Changes Everything | Ep 005 Lemonade Stand 🍋
Okay, from the first episode you did that to the last episode, the number of people who did this dropped by like 98%.
Lemonade Stand
Liberation Day Changes Everything | Ep 005 Lemonade Stand 🍋
There's like five people who did it last episode. We're going to have one guy who's going to do it.
Lemonade Stand
Liberation Day Changes Everything | Ep 005 Lemonade Stand 🍋
Okay. I will only read comments if the character you put at the end is very cute, just to be clear. Like it's not just enough for the carrot eye.
Lemonade Stand
Liberation Day Changes Everything | Ep 005 Lemonade Stand 🍋
Thank you guys very much for watching. Thanks so much. See you next time. Where's that lemon you're going to eat? I'm not eating. No more lemons.
Lemonade Stand
Liberation Day Changes Everything | Ep 005 Lemonade Stand 🍋
Yes, I will be talking about the many things ailing the particularly left-leaning governments and their inability to build things in America, which I am very passionate about. and annoyed at.
Lemonade Stand
Liberation Day Changes Everything | Ep 005 Lemonade Stand 🍋
So... I didn't realize we were treating with, like, pirates. I thought we were just buying goods.
Lemonade Stand
Liberation Day Changes Everything | Ep 005 Lemonade Stand 🍋
What is that? Is that a country? What is Svalbard and Jan Mayen?
Lemonade Stand
Liberation Day Changes Everything | Ep 005 Lemonade Stand 🍋
While you're pulling that up, I just want to. So the idea is that in theory, he has matching tariffs that other countries already have on the US, right? I'm going to do my best at the risk of in the villain chair. I'm going to do my best to vocalize the argument for these tariffs to some degree. But first, I want to. Yeah, the villain chair is powerful.
Lemonade Stand
Liberation Day Changes Everything | Ep 005 Lemonade Stand 🍋
Again, I want to reiterate that not every single idea I express here is what I am advocating for, but certainly that is the most common thing I've heard from people saying tariffs are good is these are reciprocal. Countries outside of the US already have these major tariffs on us. We have much, much lower tariffs in return. So that's reciprocal, right?
Lemonade Stand
Liberation Day Changes Everything | Ep 005 Lemonade Stand 🍋
Yes, that's correct. So just to make sure I'm following this, if India, for example, tariffs American corn, which they do, there's massive tariffs on American corn, and the problem there from the farming perspective of Americans is... We can't sell corn to India, but we buy tons of stuff from India.
Lemonade Stand
Liberation Day Changes Everything | Ep 005 Lemonade Stand 🍋
And the idea is if they're specifically tariffing corn, we are putting a matching that against all Indian goods.
Lemonade Stand
Liberation Day Changes Everything | Ep 005 Lemonade Stand 🍋
That's the idea. Wait, today he went added 25? Yes. Wait, doesn't that mean it's like 40?
Lemonade Stand
Liberation Day Changes Everything | Ep 005 Lemonade Stand 🍋
Okay, actually, I want to get a timeline here. I believe at the beginning of the year, it was 10, right? Before Trump. Yes. And then he upped it to 25, right? Yes. So it became a 25% tariff from a 10. And then today, it goes to 50. And again, I feel like in the air, I feel a little liberated. I'll keep it.
Lemonade Stand
Liberation Day Changes Everything | Ep 005 Lemonade Stand 🍋
This is bad for the business that I effectively run. Can you quickly explain for my audience what you're doing at Mogul Moves? This is Ludwig's company, right?
Mind Pump: Raw Fitness Truth
2538: The Pros & Cons of Group Fitness Coaching & More (Listener Coaching)
Yeah, it's used a lot in Asian cooking. Yeah, yeah. But they put it in your stir fry.
Mind Pump: Raw Fitness Truth
2538: The Pros & Cons of Group Fitness Coaching & More (Listener Coaching)
Ja, chinesische Medikamente, 3000 Jahre, Ayurvedic Medikamente, 5000 Jahre.
Mind Pump: Raw Fitness Truth
2538: The Pros & Cons of Group Fitness Coaching & More (Listener Coaching)
Die erste Frage ist von Mags Gardner. Ihr seid alle immer mit großartigem Hinweis auf Fettverlust, aber können wir ein paar Rapportipps für Hardgainer bekommen?
Mind Pump: Raw Fitness Truth
2538: The Pros & Cons of Group Fitness Coaching & More (Listener Coaching)
Next question is from Matthew Norris 26. How do I tell if a coach is worth the investment if the only option is online?
Mind Pump: Raw Fitness Truth
2538: The Pros & Cons of Group Fitness Coaching & More (Listener Coaching)
Nächste Frage ist von Jenny.Huseth. Ich habe viele Ads für Fleischorgane-Supplemente für Frauen gesehen. Ist das etwas Gutes für Frauen? Und wenn es so ist, was ist eine gute, reputable Firma, die man durchführen kann?
Mind Pump: Raw Fitness Truth
2538: The Pros & Cons of Group Fitness Coaching & More (Listener Coaching)
Next question is from Andrew Booth 31. What's your all time favorite exercise to perform?
Mind Pump: Raw Fitness Truth
2538: The Pros & Cons of Group Fitness Coaching & More (Listener Coaching)
Your deadlift.
Mind Pump: Raw Fitness Truth
2538: The Pros & Cons of Group Fitness Coaching & More (Listener Coaching)
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Mind Pump: Raw Fitness Truth
2538: The Pros & Cons of Group Fitness Coaching & More (Listener Coaching)
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Mind Pump: Raw Fitness Truth
2538: The Pros & Cons of Group Fitness Coaching & More (Listener Coaching)
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