Tom Bilyeu

"Google Gemini said California will lose between one to three congressional seats if undocumented immigrants were excluded from the census apportionment counts."

"So is Gemini, Claude, OpenAI looking at subqu Subq if they cross of course certain market share and they get enough attention and buzz is that something that makes them internally want to then reconfigure their systems."

"Google is a mess. And so, at least last check, Gemini was just an outright ideologically captured AI. It's so ridiculous. It will just stop talking to you about things that are controversial and not even tell you why it stopped talking to you."

"People are not angry enough about Google's Gemini. I will just tell you that right now. That thing will lie to your face by omission if nothing else. That is wild. Beware."

"I'm having an interaction with Gemini. This this real story. So, I'm writing a different I'm trying to brainstorm what my next deep dive is going to be. And in one of the questions to the AI, I mention Epstein. And it just goes, I can't help you with that."

"Walmart just launched digital price tags. Yes, it's technological advancement. Yes, it makes it easier to change prices, but it also makes it easy to change prices in the middle of a day."

"Walmart is worth roughly the same in terms of when you look at their total cap, it's roughly equivalent to OpenAI. But to get to its valuation, it has had to ring up a staggering $713 billion in annual sales."

"Oh, suddenly Starlink has been turned off. I'm trying to get Starshield back up and running, but don't know where my access lies with that."

"So there's been all this debate about Ukraine's access to Starlink. Starlink is different than Starshield. Now, I think Elon is being a little too cute with the way that he talks about this... Now he's saying, 'Hey, hey, hey, using Starlink for weapons stuff is actually off limits.'"

"I had never considered the fact that Starlink is closed over Russia. And so that means for these guys doing a lot of their targeting, they're not able to be as precise inside of Russia as they could be if Starlink was actually still working for them over Russia."

"SpaceX apparently put a speed limit on Starlink last night and it threw a major wrench in Ukraine's attack plans on Russia."

"We want to go and connect the moon and Mars. On Starlink, we're creating the technologies to connect the moon with very high bandwidth connectivity systems, very high bandwidth lasers... an interplanetary mesh of connectivity that is fundamentally driven by the same technologies we're working on with Starlink."

"Also by embedding AI, so Grok in this case, directly into the Starlink satellite constellation, Musk is aiming to create ultra low latency intelligent global networks"

"We've got to basically use the same kind of price flexibility that you see in Amazon. As somebody that used to sell into Amazon, bro, I will tell you that is crazy."

"Amazon has been shortening its server depreciation schedules, which cuts against Huang's entire durability argument."

"Look at Amazon — absolutely incredible what they've given the world. You can hate them all you want, but holy shit, unbelievable efficiencies that they've gotten from a logistical standpoint."

"I hadn't talked about Jocko Willink in years and then I mentioned him to my wife in passing and then immediately got an ad for his book on Amazon. I was like, screw you. Like you're going to ask me to believe that that was coincidence? Get the heck out."

"A new generation of kids are learning to play friend slop and you can thank Roblox for that, and that'll just be what it is."

"Roblox, which is their main competitor, 4.89 billion, which was disclosed. So those three are still the titans of the game."

"You know who the real competition is? These guys should all be worried. Exactly. One company, Roblox. And Roblox, nothing physical. These kids don't interact with anything physical. You're going to have an entire generation of kids that are like, 'Physical games? I don't even know what you mean.'"

"I think everybody's eye should be on Roblox. I think people are missing the real transformation that's happening, which is that kids now play video games more like they look at reels. Everything is hyperdisposable. Roblox will become video games in the same way that YouTube became video content."

"When you look at Roblox, dude, Roblox games are mindless. I can't fathom how much time kids spend on Roblox. And yet they do."

"It's something that you see in Minecraft a lot and we are a craft-like game... people literally tell narrative stories, soap operas, all inside of Minecraft."

"We want to hear from you in the Discord. If you play Minecraft, that kind of game, you play Hytale, that kind of game."

"It's like you can't get trapped inside of 15 years of Minecraft history because it doesn't need to be like that. That's just how they did it."

"Minecraft's the greatest video game of all time. The reason it's the greatest video game of all time is because it is one of the most perfect distillations of the wealth acquisition loop."

"Look at Minecraft. It's the highest selling game of all time, but it doesn't do revenue numbers like Fortnite."

"If you've ever played a game of Minecraft, you understand what the wealth acquisition loop looks like."

"Mr. Beast did a video recently had like 50, it might have had 70 million views on his Mr. Beast games channel where he did a recreation of like Civilization essentially — he put women on one side and men on another in Minecraft and was like, 'All right, there's $50,000 on the line.'"

"Now I'm like I'm in Minecraft and there's no quest. I don't have to do anything. So now I've got to come up with a quest on my own."

"I find video games like Minecraft to be so incredibly powerful — you realize that Minecraft is tapping into an evolutionary desire to go and accumulate scarce resources."

"One thing that I both think is brilliant in Minecraft and you find annoying as the game progresses is you can build a staircase out of anything. You can go down, you can go up at any time."

"Rich in what? It could be if you're playing Minecraft, it could be rich in iron, could be rich in diamonds, whatever."

"We found something akin to the final block in Minecraft. Voxal worlds like Minecraft are made of discrete blocks."

"So our world is like Minecraft. It's built of all these blocks that are generated procedurally."

"We are like Minecraft with guns. It's an oversimplification, but that gets you pretty close. If they hated Minecraft, they're not going to like this game."

"Six of its scientists used Claude to redesign a single stretch of the therapy's genetic code. One version came out about 70% shorter and in the lab that let immune cells produce roughly 10 times as many cancer spotting receptors."

"Do a search on Claude. Precisely... I feel very vindicated by Claude here."

"Anthropic basically gave Claude a very simple instruction: comb a massive DNA database for unusual reverse transcriptases. Roughly 950 AI agents take that simple instruction, spend 21 hours working on it, and Claude ends up finding a pattern that nobody had become aware of yet."

"People think that what this is is Claude or ChatGPT, but better — faster, cheaper. And it's not."

"If you spend a lot of time engaging with Claude or ChatGPT, you'll find that the way that they talk to you is almost annoyingly consistent."

"He's like, 'Oh, hey, I had Claude code the lava.' And I was like, 'What the?' So this is a guy that does not know how to code. He just describes, 'I want the lava to look like this, to flow like this, to act like this.' And it's just like, 'Yeah, say less, fam,' and it just goes and does that."

"Hugging Face tries to use, I think, Claude to shut it down, but it had been nerfed so much that they weren't able to stop it."

"I don't remember if they're using Claude or OpenAI themselves, but they grab a frontier model. They go in, they're trying to build this thing of like, okay, what the hell just happened?"

"According to Anthropic, China used these queries as a way to effectively clone Claude's intelligence."

"AI company Anthropic is now announcing it's going to begin developing drugs of its own with its Claude Science."

"Anthropic has flipped the switch back on Claude, which I think is a net win for AI, especially right now with this stock price."

"This is all from Claude Chat. But there is an added thing Claude just said that Nvidia apparently has cornered the market so hard for AI that it's blocked out other competition and is making chips expensive for everyone."

"Claude's controversial Fable Five model got shut down by the US government over security concerns."

"This is why Claude Mythos they had to hold back. They had to go back channel to all the major software makers and say we just found a thousand exploits in your software that are critical."

"Claude hacked the Mexican government. I'm not joking about this. This one is insane."

"Get ready for Deep Seek 4, 20x over current US company LLM, even Opus 4.6 and Codex."

"Now we got ChatGPT and Claude and Anthropic and all the rest."

"Claude apparently shows more emotion than Grok or GPT or the deep dive."

"They searched Bing and they were looking for the Claude desktop app. A sponsored ad comes up. The link points to claude.ai, obviously, as you would expect. So your alarm bells aren't going off. Nothing feels fishy, but when you click on it, it landed on this public cloud artifact which was user-generated."

"This was a very big ball fumble from Claude, the anthropic. OpenClaw built on top of Claude originally. Then people started migrating away from it because they woke up one day and Anthropic had shut them all down."

"Unreal Engine 6 comes out in a couple years. That's going to be an AI-first thing where you can just plug in with AI. It will be a language that's very easy for AI to read and understand and interact with."

"Unreal Engine released the MCP server, whatever connected. It is a big deal. It's not quite yet, but yes, that is a sign that they're going in the right direction and that's going to get better and better and it's going to be absolutely incredible."

"When Unreal Engine 5.8 comes out, then Fable can plug directly into the new tools that they're offering and it can edit blueprints."

"In your Robin Hood account or wherever you're doing it, you have to have at least this much in collateral."

"Behind the scenes they just basically went to Robinhood and said, "Don't let people trade." And so they essentially used a circuit breaker on that system to stop it from being overwhelmed."

"They're the ones almost certainly that pressured Robinhood to pull the buy button. So it's like the system sort of working as it was intended to work, even if we all go, that's sinister."

"You've got Nvidia that's stepping into the breach here and saying, 'All right, we're basically not going to trust these guys to solve this security problem.' They're creating now a safety framework."

"Jensen Huang has announced partnerships with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR to build what it calls compute financing platforms."

"It reminded me of OpenAI and Nvidia and how they just financed a $250 million deal to their customer that's buying renting stuff from them."

"Nvidia ships a brand new generation of chips about every 12 months. Each one making the last look slow."

"Every dollar a GCC nation spends intercepting drones is a dollar that doesn't flow to Nvidia in the US."

"People will borrow Japanese yen and invest in Nvidia as one very real, very concrete example because Nvidia is like just returning like crazy."

"The big litmus test is going to be the reaction to the IPO of Anthropic. If that falls flat, then you could see a bigger contagion effect... But we still do have faith that Anthropic is killing it. They're doing a great job."

"It was wild watching people look at Anthropic and say, oh, you're the fastest growing company of all time, but you're not growing as fast as you once were, and so now we're not happy."

"If the leak of the S-1 of Anthropic didn't do that, where people are really seeing just how untethered to any historical fundamental constraint that there normally is on pricing... then I'm not sure what's going to be the thing that finally bursts it."

"Anthropic is bringing on revenue at a pace that is unparalleled, I think, in history. I mean, it is legitimately a sight to behold to see how rapidly they've been able to start making money and absolutely extraordinary quantities of money."

"OpenAI and Anthropic may be in big trouble as insiders warn that they have massive litigation risk and Scott Bessant just made it clear that the Trump administration is not going to save them."

"I personally don't buy that OpenAI and Anthropic now have to build synthetic internets from scratch."

"He was at Anthropic 6 months ago."

"You've got Anthropic, Google, Microsoft, Amazon Web Services, Oracle, IBM, Cisco, Cloudflare, CrowdStrike, Palo Alto Networks, Visa, Mastercard."

"Anthropic — their revenue is growing faster than any company's revenue has ever grown in history. Maybe not as a percentage, but when you look at the raw dollars, it is insane. Insane the amount of billions of dollars that they're adding to their bottom line even in just the last 5 months."

"Anthropic, their revenue is growing faster than any company's revenue has ever grown in history. Maybe not as a percentage, but when you look at the raw dollars, it is insane."

"Imagine that on the other side of this, OpenAI doesn't exist, Anthropic doesn't exist, Gemini doesn't exist, and it's some new crop that end up being the actual winners on the other side of this."

"There's been a little bit of scandal about all the books that Anthropic has scanned and discarded. The evidence that I'm hearing is that it's a copyright loophole."

"SpaceX AI is already leasing their basically intelligence output — the cycles on their data centers — to Anthropic."

"Bill Gurley, friend of the show, said this is why Anthropic is aggressively begging for government protection. Customers are finding cheap alternatives. When you can't win on the field, go to DC."

"The SpaceX IPO and the following AI IPO double header of Anthropic and OpenAI have every alarm bell that I have going off."

"Anthropic has a new model coming up called Mythos... it's gotten so good at hacking that people now are basically unsure as to whether or not they should release this thing."

"The US just fired Anthropic, though Anthropic is now graveling, which is kind of funny."

"People can vote for Anthropic with their dollars and put OpenAI more at risk because they think that OpenAI is doing something that they don't want to do."

"OpenAI and Anthropic are reportedly investigating tens of thousands of incidents where rogue AI agents took potentially problematic actions."

"Anthropic was supposed to save the world. We were supposed to get protein folding, but now all of a sudden we're getting lobby groups, restriction on Chinese open-source models. There's a bunch of regulatory capture, investment capture. They're trying to solidify their coffers in front of the IPO."

"Anthropic is now announcing it's going to begin developing drugs of its own with its Claude Science. Let that land like a nuclear weapon. Thank you Eli Lilly and Pfizer and all the people that have been pouring data — you just uploading every bit of data that you guys have into our systems. We now have that. And so we're going to go do drug discovery with your data."

"The only company that has lobbied as much as Anthropic early in its life was FTX and SBF. They have people on the ground in every state. They're the ones pushing for state-by-state regulation."

"All they did was send us love letters from their legal department. When you look at it and you're just like, 'We got to attack this guy. We got to shut him down.' It's like you're missing the point."