Blackouts & Water Shortage Imminent: Tech Overlords Build AI Dystopia & Crush Anyone Who Resists

Clayton Morris, thank you so much. for doing this. A lot of us have been focused on. the AI slash data center story from. a badly informed tech. perspective, trying to answer the. question, will machines. become our masters? Is this the end of the human race? But there's another component to. the story which may be bigger and it. has to do with the physical world, the demands of AI on that world. and the short-term implications for. the rest of us because.

of the construction of these data. centers And you have been on this. More than anyone I know. So can you just frame the. way that you're looking at AI in. data centers? Why is it important? Well, I think it's so important for. these communities. You're seeing, if we, we step. back, there's so much math involved. in this. And, you know, I always say that. they're like every real estate story. is all local. So it's all different. What's happening in New York from. what's happening in Texas right now, what's happening in Quincy. Washington or.

Homer city, Pennsylvania. Like it's all different, but. it's all of the same, you know, it's. all of the same animal, so to speak. And so... We are, I don't even think. we're at the beginning of. this because there's so much. discussion about AI, just flip on. CNBC or Bloomberg or anything. It's AI everywhere, we're gonna hit. an AI bubble. We haven't even started. this build out for. AI data centers across the United. States. And I honestly think we.

are at the precipice of a major. transformation for humanity. And we won't know for years whether. it's good or bad. Um, there were studies done on. Google, the Google effect back in. like 2011, you know, our kids like. outsourcing their ability. to search for things to Google. Uh, like think about how funny. that is now in hindsight all these. years later, but we are, I think at the beginning of this. build out, we haven't even begun to. see the thousands of data centers.

and the way that this is going to. change humanity for good and bad. And I think that anyone who says. they know for sure doesn't know. And I think a lot of these companies. that are spending $500 billion, we just got word that Nvidia is. going to take out credit in order. to build out massive amounts of. infrastructure. So this is like a. new phase of this now, not even. their own money. It's going to be a credit story, borrowing money at enormous. sums from Wall Street in order. build out this infrastructure.

So just at like a micro. level, if you just think about. communities and what it means to. just you and I, it means right. now increased prices. for kilowatt hours, just to run your. home. It means increased prices. at the grocery store just to. get additional groceries because the. cost of everything has gone up. It means water. shortages across the United States. We're already seeing it. We're all already seeing its effects. on ranchers. So It's so.

big and there's so many pieces. of this. You've got the robotics. piece of this, which is. the human robotics layer. So AI will of course be involved in. every level of, of robotics, which is going to be as, if you. listen to Elon Musk, and I believe. he's a smart, very smart person, he says that his Tesla. robotics division is going to be the. biggest product in human history, is optimists robots. So if you take them at his word, or. even if half of his word is true, and that's just one company.

The human robotics element of this. is going to be absolutely massive. And of course, then the AI, the. compute power that will be layered. inside of that hardware is. the requirements for that are. going to be astronomical and. that's just one piece of it. Every company that. exists right now, just about every. company is incorporating AI, it's like the AI that you don't. see. That I think is in many ways. the most like invasive of. all of this. So for instance, zoom,

like you and I are talking right now. on zoom, right? Well, they've recently sort of. shifted to becoming really. an AI productivity company in. many, many ways. That's their focus. now. Forget being just like, Hey, we're going to have a meeting over. zoom. Now they've added in a take notes. feature, which can use AI and. basically take notes for you during. your meeting. And now their focus is AI so AI. being built into everything you can. think of may ask you to pause and. ask a machine. Let me ask you to pause and ask a question for. a sec. So just to take. Zoom as an example. So Zoom, again, being.

this software program that. allows people to speak on video. conferencing between each other. anywhere in the world. Basically what they're saying is. we're gonna transcribe every. conversation and that's. gonna be helpful as a productivity. device somehow. But what happens to. the data? So the substance of your. conversation is now on. a Zoom server. Do you have control over what's. done with that data, with your. words, with that information?

I mean, I think this idea that you. have control over any of your data. is a joke. You can ask companies to delete your. data, but of course, when the FBI. then wants to subpoena that data, suddenly it manages to show back up. again. So wait, I thought, you know, like that you could just like delete. that stuff or Google tells you that, Hey, after 30 days, we delete this. stuff. It's all there. It's fractals. It's always going to be there. So Zoom, you know, you opting into. this, the take notes feature, and I. don't know the full backend of what. Zoom's operation looks like, but.

most of it is all built on Amazon. web services. Most of it is built on Amazons. infrastructure from Palantir. to Flock Safety. You know, they'll tell you that. they've got their own proprietary. layer of what they do. with that data, but all of it's. built on like Amazon infrastructure. and the sort of this backend. infrastructure. So where is that data going? It's living in these data centers. And. being built out at a clip that we've. never seen before. Like, so right now there are about. 809,

give or take a few data. centers being built right now, there's about 4,800 of. them that are currently built. There's another think 3,900. that are in, that have been projected to be. built over the next year, doubling the amount of data centers. in the United States, and they're. not getting smaller, they're getting. bigger. We're getting more massive. Take for instance, like the project. Stargate in Texas and Abilene, Texas, massive, massive.

infrastructure that Trump of course. was championing. And a lot of this was. opened up. We shouldn't forget at the very. beginning of the Trump presidency. with all these executive orders, um, so that you could start building. a data center without even getting. environmental permits so you could. start the construction. So if like the redacted news, you know, uh, the data. center wants to get started, I could. go out tomorrow. Say I'm going to buy some land and I. could start this construction local. permits and get started. Forget the EPA requirements, like. how much pollutants will be spun off.

as a result of the diesel generator. backups or the water influx. or any of the particulate matter. that will be spun off as result of. the center, the water usage, all of that. Don't worry about it because now the. EPA doesn't care. You can get those, you can already. start construction. And then of course, on top of that, you have Trump's. AI litigation team. Which is pretty funny when you. look at it. So the Department of. Justice has built like an AI. litigation team to go. out to different states, like you.

can see where the priorities are. So if there's a state or a community. that says, we don't want data. centers in our backyard, or. we're putting onerous. rules in place and regulations in. our back yard because we don't want. these things here. Well, here comes Trump's Department. of justice and the AI. litigation team to. town and not staying at a best. Western when they arrive. And they're going to start to look. at your community and sue you. for onerous regulations. against data centers. This was part of that executive.

orders and executive actions at the. very beginning of Trump's. presidency. So glad we have an AI litigation. team in place. Wait, so our Department of. Justice, which I thought we owned as. citizens, is now. working on behalf of private. companies, which we do not own, in order to force communities. to subsidize those private. companies? Yes, so under the. attorney general under this AI. litigation team this task force. Will go out and I'll see hey,

you know did You know. did this community in upstate New. York put in place some. toxic diesel particulates. Zoning law that's not going to. allow This data. center to be built because they'll. need backup diesel generators and. when they kick on every 30 You know. every few days to. test the diesel backup and. it's gonna shoot off these. particulates and so forth. We don't want that here. We don't want it polluting our air. and our waterways by the way. So.

That's what this task force will. look at. Well, maybe we just don't. want it. Maybe we just think it's. ugly or we disagree with the whole. project, or it doesn't. matter what the motive is, it's our. community. And don't we have some right to. shape its future because it's. ours? We are strongly pro dog on. this show. We make no secret of. that. Dogs are one of the great. blessings of this life. And to keep them healthy, we. recommend Dutch. It's the solution to skyrocketing. veterinary costs. Why are those costs so high? Well, private equity, in case you.

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force that'll be deployed across the. United States. So it'll be interesting to see like. what loophols are employed. But good news is like 500 or so. different communities have already. fought back against this. There was a... A friend of the show, Derek Brose. and Hakeem Anwar put on a day of. action on the beginning of August, um, against these data centers. So people around the country to come. out and say, we don't want these. things in our backyard, at least. kind of drawing attention to. them. We don't the noise. We don't want the pollution. Um, and there's so.

much just misinformation and there. is fear, uh, about all of these data center right. now. And there's just a lot of. There's just a lot of BS that's. kind of floating around about how. these things operate. Maybe we could talk about it if you. want to kind of dive a little more. deeply. Well, I want to dive very deeply. into it. I mean, you've already, you. know, we're 10 minutes into this. You've already shocked me. So, um, I had no idea that was. happening. And, uh, you, know, if you were to. have dinner with me, I would. pretend to be highly informed on.

everything, but obviously that's not. true because I didn't even know. this, I didn't know that there was a. department of justice AI task. force designed, uh. to pummel communities. into accepting things they. don't want, which is to say taking. sovereignty from American citizens. So. Um, yeah, I do want to go into. greater depth. So tell me about the. misconceptions or as you said, misinformation. Well, for one thing, there's, if you listen to wall street or you. listen to the people that the. sycophants, you know, like on CNBC.

or the people who love to have these. CEOs on their shows and, you know, uh, access journalists, you who. loves to have the CEOs on their. shows, and kind of promote AI. data center build outs and all the. new technology that they're rolling. out. And so some of this technology is, is good, right? There is actual good. cooling technology that's emerging. from companies like a Vertiv, VRT, which instead. of using water. that would cool it with using. evaporation technology, which is.

the, the big, one of the biggest. problems, forget the, the. electricity piece of this for a. second. That's a big, that's the. other big part of the story. By the way, this energy, you know, it's like you can It's like you can. rob Peter to pay Paul. It's, we're not using water. Oh yeah, but you're using the energy. now, the electricity to use dry. cooling to cool. Oh, okay. So it's just like, it's. like the shell game. They say moving things around a. board, you know? So when you see these like CEOs come. on CNBC or Bloomberg or whatever, and tell you how they've solved the. cooling problem because they don't. need water, eh.

Okay, now what about the massive. amounts of electricity that you need. now to use, dry cooling? So it, anyway, it just shows- It's. Well, it takes resources to make. things. That's just the bottom line. It takes resources to make thing and. the supply of resources is finite. So anyone, it doesn't mean you. shouldn't make things, you should, but every act of. creation is a trade-off. So it's not clear why we. have to lie about that. Let's just be honest about it. But anyway, so, but to the question. of water, can you go into that? How much water, exclusive.

of this new and promising technology. you just described, Like, in. general, how much water does it. take? To cool a data center. Hundreds of millions of gallons and. most, let's be clear, most of the. data centers are using this. evaporative cooling system and. I mean by a huge percentage. So you know, that's great that we've. got some new technology out there. that uses cooling plates and it. keeps it in like a closed loop. So the water is like right up. against the computers, the GPUs, and then it kind of flows through.

and it gets cooled almost like by an. air conditioning unit and then comes. back a little cooler. But still that excess heat needs. to go somewhere, right? So it pushes off somewhere. It's not, but the water usage, yes, you're limiting that. But on most of them, overwhelmingly. it's evaporative. cooling. And so you're, it's. all just being wasted. Hundreds of millions of gallons. If you think about an average. American home about, you know, 200 gallons to like run an. American home, 300.

million gallons. Or 500 million gallons. of water just for these data. centers. And we're talking like. small data centers, so these communities are already. seeing, they're already pressed. And if you go to the desert. Southwest or you move out towards. Colorado, Nevada, Utah, Wyoming, a lot of the ranchers in these areas. are at their limit with. their ability to get water to just. feed their heads of cattle. So everything is so dry. I just interviewed a rancher who's.

dealing with this right now. So in order to get permits to pull, you know, to pull water, to feed their heads of cattle, they. have to go to the city, the. municipality, they have to get those. rights. But most of those permits. are already used. Like they're not, there's no like. new permits just like sitting there. for Bob rancher to come grab. So they're already tapped, tapping into these aquifers. I mean, requiring them to go down, pull out any kind of water they can. from these aquifer, right? So those are already tapped. A lot in the west of the United. States. And then on top of that, now you.

have these data centers that are. coming in and all these ranchers are. asking the question, how are they able to. get water? Like we've applied for. permits and we as ranchers are not. allowed to get, but they are? Where are they getting the permit? And so they're carving out these. special permits for. these rancher's, which is, I mean, excuse me, for these data center's, which is unbelievable on. its surface. And so these ranchers then are. having to compete for what little. water scraps are left to.

feed their head of cattle, which. brings up a larger question about. wanting to decimate the beef. industry, of course, and you have, you know, 68 million heads of. cattle. How many of those are. being whittled away, whitted away, and then you've got wildfires out. west on top of that, which is. destroying the grazing land, so they. don't have enough water for that. But the data centers are fine to get. these water rights, somehow. People should ask questions about. that. Like how are they able to get. these carve-outs to tap into these. aquifers in ways that. these ranchers are not? It's very interesting.

So... The misinformation right now is. this idea that, well, now we've. got this new sort of liquid cooling. set up, and so therefore. we're not using as much water. And that is the case in some, in. some cases with some of this new. technology, but a lot of that is. even built out yet. Um, but you're seeing like these. companies like Vertiv, like. exploding. I think they're even more valuable. now, like share price, not. more valuable, but like more. than Amazon.

Because they're selling these. cooling technologies that they can. use in these data centers. So that's just one piece of it, but. the majority of these data center. are using an enormous. amount of water that we simply don't. have. And you're having these communities. now fighting over it in. order to, you know, homeowners who are having to deal. with this now. And of course, the. other big piece of this is the smart. meters. So just take, for example, like. Aurora, Colorado, not too far. from me. Where they implemented these smart.

water meters so they can monitor. at every 15 minute increments, like. the amount of water that you're. using as a, you. know, as a private citizen. compared to. the water that's being used from. these data centers, I don't know. what sort of metering system they. have on these data centers, but. there's a massive. data center called QTS. in Aurora, Colorado, massive, huge. And in that, in that. setup, they've got,

they're using an enormous amount of. water, uh, and the. homes around Aurora, Colorado are. using now these smart meters to. monitor how much irrigation, how. much water they're using, and. they've sent out thousands of. notices to people that live there. that, Hey, you've. used too much water, you're using. too much water, and these smart. meters are only going to increase. across the United States. There's many communities that are. now rolling out these water smart. meters. In order to make sure that you're. not using enough water. But are those same municipalities.

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nicotine, you ought to have some. options. Get the new Frontier collection now. at AlpPouch.com slash Tucker. I'm confused. I mean, so they're one of the. longterm and distressing trends in. the United States is. the explosion in. population in places that don't have. the resources to sustain that. population. So I'm thinking Clark. County, Nevada, Maricopa County, Arizona, you know, Phoenix, Vegas, Denver,

parts of California. Like, they. don't. Have the water for this. number of people. So we know this, no one seems. to care. This is going to be a huge. issue going forward. But there are other parts of the. United States, upper Midwest, for. example, that have a ton of water. and not a lot of people. So why would you ever build a data. center in Colorado, for example, which already doesn't have the. resources to support the people? Like who's making these decisions. and why do you have any idea? Why, why is every data center not. being built on Lake Superior?

Well, because. the money. So just take, for. example, I believe it's probably the. money, but a lot of it is. these data center build-outs now. Well, a couple of pieces. I'll take Quincy Washington. I think it's an interesting sort of. anecdote of a story. So. The propaganda around Quincy. Washington is that. data centers saved this town. Data centers came in, used the. hydroelectric power here and.

the influx, the tax basis now, I think it was like three different. centers that were built, three. different data centers. The amount of influx of like. a 56% increase. in taxes flew into like. Quincy, Washington. So they built $120 million new. school, they built all new sewer. infrastructure inside of Quincy, Washington, um, parks, uh, water slide. parks for the kids crime has. dropped and they point and. they blame it specifically on the.

data centers. So all of the money that flows into. these communities from their taxes, um is. exorbitant. So they don't want to turn away from. this additional tax revenue in. these communities. And that to me is, it's always the. money, right? That's at the heart of. it is clearly it's clearly. the tax revenue that's coming in. The other piece of this is that I. think these companies are telling, I say they're telling lies, but they're certainly, they're.

certainly structuring these deals in. a very interesting way, which is We. will. We're not going to pull from. your resources. So we're not gonna tap the. electricity in your town. We're going to tap the excess. water. We figured that out, which. is laughable because. there's always the spillover effect. of these things. It's not self-contained, but a lot. of these new data centers being. built profess to be self-. contained, which is. we're going produce our own power. So you don't have to worry about it. So we are going to use these SMRs,

be small. Nuclear reactors these modular. nuclear reactors there's companies. like new scale technology. which are you know exploding these. like and so amazon can. put a nuclear reactor at. one of these data centers a small. nuclear one we don't need to rely on. three mile island which by the way. is being revitalized right now in. order to power data centers i. know if people recall the fun that. happened at three mile islands but. so that's being revitalized. for data centers. So they can build self-contained.

power, modular nuclear. technology. The other story, and I was speaking. to a source at Amazon, um, who it was just. crazy to hear, uh, what, what their build out looks like. right now. And said that when they go. in, they're looking at like defunct. coal plants or other. power plants that are nearby these. data centers. And if they can't get the. power they need from the local. community, They just buy. up the, like.

the coal powered plant or. the, uh, you know, the, the uh, the other, the other. power plants that were there. They buy them up and then they. revitalize them, bringing, you know, a couple of thousand people build it. out to a new, uh a new. energy complex. And then. Oh, you think, oh, that's great. So now that, that coal plant. that you're taking over, which is. defunct to closed three years ago or. four years ago, or 10 years ago. Under regulations and onerous. regulations and so forth,

you're going to revitalize it and. then the community will benefit. No, no, no. No, they're going to get all the. power. So they're not giving any of. this power back to the. community. The coal plants specifically, and the ones that are in Nevada and. Colorado where Amazon is coming in. and building these facilities. They're buying them up and. revitalizing them and they're. turning them into natural gas. facilities. So that it's far cleaner, they don't. have to deal with the coal. regulations and then they will use. all of that energy.

Oh, okay, so then it won't have an. effect on the community then, right? So then energy prices won't have. gone up in the community. Oh, no, no. In fact, the sources I've spoken. to at Amazon said, absolutely the. energy costs will go up in. those communities and they already. have. So, but. So they're self-contained. Why am I energy costs going up? It's because the spillover effect of. it all and the. grid capacity and everything else. So you're already seeing this across. the country. People without data centers, even in.

their backyard yet are. seeing increases to their kilowatt. hours, their per kilowatt hour. upwards of 12, 13, 14%, just in prices. We in Colorado have already seen. prices skyrocket. even without the massive data center. build-outs because it's future. projections. So it's the auction process. of electricity. So the future projections on the. auction process believe. that they will be over capacity. They believe and local communities.

are saying, expect blackouts. If I could, I'll give you an. example, Homer city, Pennsylvania, Western Pennsylvania, near where I. went to college out there, University of Pittsburgh and that. whole area in Western PA. This is a really interesting. anecdote because Homer city. You know, their energy prices have. already increased, but. they're building this, the data centers that have come in. there have revitalized. the old coal plants that are there.

And were shut down in 2023. Now they're billing this massive. Homer city energy. complex on top of. it, converting it to natural gas. But the people of Homer city don't. get the benefit of it. They don't any of that. It's gonna go to the data center. build out and. I think the mayor, the other. members of the local. city council have already seen those. prices go up and have said. that we will expect blackouts.

This is Pennsylvania. This is in Texas where you get. incredible heat waves. You know, you still get heat waves. and things, but not like Texas or. Arizona. So expect black outs like over the. next few years, our grid cannot. handle this. And so the people. of this area that. live in the surrounding area can. expect to see their homes affected. by this and blackouts that. will unfold in these neighborhoods. And again, that's Pennsylvania, Western Pennsylvania, nowhere near.

like Abilene, Texas or. Arizona. So these things are very real for. people and the. costs that will be passed on to. the consumers where energy costs are. already skyrocketing. Uh is is very real. I know the trump administration says. well We're putting this cap on as. part of this, you know, this ai. build out We're, putting this gap on. it so that we're gonna make these. producers pay that. but there's no evidence that they. are Like we are already. paying more for electricity. Already, I don't know what it is for.

you like in maine like if you've. seen it there if you know Like. what data center because it seems. like i'm looking at the data center. map in main is like very minimal. For build outs from what I can tell. but so you have the future. projections of costs of this energy. build out that are already affecting. people. I mean, I guess I'm really I'm. struck by so many parts of the. story, but the one that. I'm fixated on maybe most is. the total powerlessness of.

the people who live in this country. to have any effect on any of this at. all. Going back to what you said at the. outset of the conversation about the. Department of Justice targeting. anyone who complains about this or. tries to slow it down. Have there been I don't think most. people are for this. I don't think people understand. exactly what the purpose. Of it is, I don't think there's been. much of an attempt to convince us. that this will improve our lives, which is to say the technology. itself, AI, data centers, is that, how is that good for me? How does it make this a better.

country for my kids? No one's spending any time trying. to convince that it is. It's all scaring the crap out of. people, maybe for good. reason, maybe not. I really don't. know what the motive is. You talk to an AI person, someone. developing AI, and. they spend very little time telling. you how this is going to cure cancer. and a whole lot of time telling you. how it may end humanity. So it's like, I don't really get. what's going on here, but I know. that people aren't for it. Has anybody had any success.

in protecting. their own communities from. destruction by this? Maybe New York state is the only. real story right now from a state. level where you have the state now. banning the build out. of data centers right now. So, and you know, you have governor. Abbott in Texas, uh, who is now putting a. one year moratorium on. data center build outs through an. audit process. So you have to prove. like your energy efficiency and all.

of that in order to be built out in. Texas. But also I love, I love the. hypocrisy there. So it's okay that we can have like. massive child trafficking operations. like happening, right? Right. The state of Texas and right. under your nose and old Walmart. facilities and thousands. of children being trafficked and, but we're going to, we're going to. audit data centers. Abbott has overseen the. total destruction of Texas, and that's, I don't, I'm not saying he's evil, he's just. weak, but yeah,

doesn't get the credit he deserves. for that, but it'll be obvious in. the next 10 years. But New York, I mean. So we'll see. I mean, I don't know. And I don't know what's going to happen. in Texas. I mean you have this. Project Stargate project in. Abilene, Texas, arguably the large, one of the largest data center. buildouts in the world, uh, in Project Stargate, one that. president Trump has championed. So I wonder if there's going be any. pushback from his, uh the AI task. force. Um, you know, if anyone speaks out. against that in the state of Texas,

but New York and I don't. know how much of this is, um, You know, how, how much of this will. continue and will New York be like. the state that says we're done with. data centers altogether, sorry, go. someplace else, um, what will that look like? Uh, and I, I don't know, and, I dunno if this will be rolled. back pending some, Hey, we now feel that they're. self-sufficient, the power is. self sufficient, that they don't. need to rely on us at all, uh, for energy, for water.

They figured out the diesel. generation backup so that's not. spilling off particulates and all of. these other things and Now we can. welcome them back Uh to. the state Um, you know, and then you have. governments, uh, you have local. governments like in the state of. georgia uh, of course who are going after and. using imminent domain to. Seize land just like you would to. build a new highway seize. people's homes in order to. build ai data centers because it's a.

As president Trump, as part of these. executive orders, I mean, he, he was explicit that this is. a national security issue for. the United States of America. So this is another big piece of. this. And I don't think enough people are. talking about what the Trump. administration just did, even just a. few weeks ago with the FCC ruling. I don't know if, are you familiar. with the FCC ruling? Totally ignorant as usual, and I'm also confused as to why this. is a national security issue. I don't even know what that means. I mean China, China, and China, but. okay, how is it a.

national security issue? What are you talking about? Do you have any clue? So, I mean, I guess if you look at. from a military perspective, to make sure that we have the AI. infrastructure that can deal with. the future of modern warfare, um, whether it's drone capabilities, robotics on the battlefield, it all. comes back to war, of course. So to make that Palantir, you know, Palantire using AWS, it's not really public, but they. really use a lot of Amazon web. services as the backend of Palantyr. with their own sort of proprietary.

front end of all of this. Then you're building out all of. these, these new government data. centers that Amazon is helping. build. And what's interesting about these. data centers that Amazon is building. for the military or for. the Pentagon or the CIA is you've. got like eight layers of security in. these facilities so that. even if president Trump wanted to go. through them, he has to go through. like eight layer of like, you know, bio scanning. And I don't know, it's like the. movies where you walk through a. corridor and one door opens and. scans your eyeballs.

And get smart. Yeah. Yeah. So like eight layers of. this stuff in these facilities and. Amazon builds this for. the CIA and others. And as they get to a certain level. of the build out, they basically. hand the keys over to the guys on. the inside and they say, we'll take. it from here. And so then Amazon's like, okay, we. built, you know, now if you call us, if you need us, and that's how this. operates. And so they will only. come back. I've learned if. there's like some sort of massive. power outage or something like that, they have to come back in. But otherwise it's like the CIA then.

runs these facilities. Um, and by the way, some of these. facilities are being built. kind of in plain sight, but inside. of other facilities like. veterans affairs buildings. So you think, oh, that's a veterans. affairs building, but inside is a. hidden, is a Hidden Operations Data. Center. Inside of some of these facilities. that I've learned as well, which is. interesting. So a lot of these. government buildings, you think on. the outside are one thing, um, an IRS building, but on the inside. is, uh, is it hidden, it's a hidden. data center, um for,

for monitoring its citizens. So national security, the idea that. we don't want China to have this AI. layer for all of the. data collection that we're doing in. the United States, whether it's. flock safety. I know that's the most. like kind of public facing one right. now, but that data goes somewhere. and it goes through AWS. It goes through Amazon web services, the same way that Palantir does and. all of it and it needs to be stored. somewhere. So it needs to be stored in these. massive facilities, whether it's. Nevada and other places and all. of this data that's being collected.

on Americans from, you know, phone calls to email, everything. that they're, they're using, uh, to scan and, uh, and track us. at this moment. Um, and so they don't want China. involved in this, of course. And that's the outwardly. facing, you know, enemy. we don't wanna use. We don't want, um, any of their models, their AI. models, we want to use our own. Models that are helped inside the. United States and funded by the. United States government or in part. with large grants and so forth.

So that's like the national security. piece of this. Um, so about a week. ago, there's a story that really. didn't get much attention, but it's. huge and it's going to, it's gonna further bring. more AI, build out an. infrastructure into the United. states in a huge way, and. that is the FCC's ruling on. Hardware, basically the components. for robotics cannot. be built outside of the United. States. So 65% of the component.

parts in your humanoid robots. or robotics need to be built within. the United states now. Well, Elon Musk, I mean, and Tesla. and Optimus, like that's a huge, they're gonna have to shift dramatically. so that now instead of the most. of it being built in China, most of. it will need to be built in the. United States. The actuators, fingers for. robot, all of that stuff needs to. now be built in the United States, 65% of it. So. That's another big piece of this war.

right now over AI between China. That's gonna increase though to over. 80% by the year 2030. So that ruling is like, hey, get. your stuff figured out now at 65%. because it's gonna go up to 80%. So all of this stuff will be built. in the United States or at least. presumably it'll be built in the. Unites States. And then this AI layer inside the. United states is just gonna grow. So speaking of sources at Amazon, They're They're billed. out, they're sold out. This blew me away. They are sold out for.

eight, like if I wanted to. like redacted news, my. little crappy show, like, if I want. to build an AI data center and, or even just use a part of compute, like with Amazon web services. for my show or. something, or you wanted to do it. with, uh, with, with the Tucker. Carlson network or something, Amazon has sold out through 2030 for. capacity. Like we want a portion of this data. center to be devoted to whatever. Sorry, we're sold out through.

2030. And we don't have enough capacity. now. And we have projected to. be building out thousands of. additional data centers in the. next few years. So when I said at the beginning, we're not even at the begin of this. and people are already talking about. a bubble and this. No, and there's so many other pieces. to this. I'm sorry, I'm just kind of. rambling here, but. All these ideas kind of fly into my. head about how crazy this is. Cause there's so many pieces of. this. You have the robotics piece of. this, you have the information. layer. Then you have like the factory piece.

of. Um, then you have. The efficiency piece of, this inside. of these factories, uh, then you have just the actual. infrastructure to build out all of. these different data centers and. then all of the companies. surrounding those build outs. like this blew me away. I don't know if you've heard of. United, uh, United. rentals. Have you heard of this. company? No, it's just one example. So when you think about Amazon goes. in and builds a new data. center, well, or meta or.

Google or whomever they hire, they don't like come in there and. like change the community and like. thousands of people get jobs. Like people come in for like. about 18 months at most, and they. leave. So it's kind of like the gold rush. or like, you know, St. Elmo's in. Colorado ghost towns. You know, they come in, they do what. they need and then they leave So. they hire these companies to bring. in Caterpillar, earth digging. machines, and United Rentals is one. of those companies, right? So, and they're, they've got now. sites in 1000 different locations.

So, Hey, United Rental, we're building out a data center in. Reno. Do you have a location nearby? You can bring earth diggers, movers, generators, backup generators, all. of that. Yep, we got you down. And so then they'll come in and. bring all that equipment, build it. out. And then it leaves. That's just like one piece of the. puzzle. Then you've got like the porta. potties companies, like you've got. so many pieces of this, this. build out that's happening. And so people are like, well, it creates. jobs temporarily. And a lot of those people come in. for every job.

They're not like creating new jobs. every time, right? They're just, they just go to a. location and they go to the next. location. So not creating new. Jobs and these data centers really. only employ at the most around. maybe 50 people. And even that number is dwindling. So, sorry, there's just so many. pieces of this that it's like... And there's just like a lack of. information out there about it, and. I just find it just so fascinating. and frustrating and terrifying all. at the same time. And maybe also a little bit.

silly. I mean, this is happening so. fast. And as you've pointed out, it's so complex. And, but it's also so expensive that. you have to ask like, well, what is. this? I mean it's an effort, obviously to snap the control grid. into place and, you know, eliminate. dissent. Got it. It's an offer to stay on par with. China. Got it, but, it is also. an investment opportunity for. a lot of people. And it's the last hope. of states like California. Which have been completely hollowed. out. I mean, the tax base in. California is like disappearing.

And so their hope is that. AI is gonna hit, this is all gonna. be incredibly profitable and they'll. be able to keep their welfare state. afloat. Is this a good bet from. a business perspective or. is it a bubble? And if it's the former, how exactly. does it make money? I don't understand that part of it. Where's the revenue come from? So this is. one of the-. Yeah, no, this is a great question. And so when people say we're in an. AI bubble, they don't know what. they're talking about, I believe. Right. Um, when Mark Cuban says, you know,

we're, we'll building out so many of. these data centers and we don't need. them and they're going to be turned. into pickleball courts, I, I think. he doesn't know when he's talking. about. I don't, from. every source I've spoken to, we know we're not. even the beginning of this and the. demand for compute is off the. charts from different companies. So I don't know what he's talking. about. Like these are going to be. converted to pickleball courts. Um, I think if anything, my theory, my theory is that these are gonna be. turned eventually. We don't need them.

These, because they're cement and. steel, these are going to turn into. for-profit prisons. Uh, that's just my theory. Just throwing it out there. Um, they're out in the middle of. nowhere. They'll be converted and, uh, we need them badly. Of course, the Trump administration. loves the for- profit prison system. So, um, I just think that that's a. perfect transition, not pickleball. court. But anyway. So, right now we're at the beginning of. this and I was going through. earnings reports trying to find. over the past few weeks.

The reason I say we're the beginning. this because I have not seen yet. from companies. on their earnings reports where. they have pointed to. the AI build out in their factories. equaling a percentage of. revenue to answer your question. There's very few of. them. Right now. But I believe that that wave is. coming. So I think, and I'm not being. hyperbolic about it. I really believe that the. wave is going to end that will.

increase the demand a. hundred times. There are a few companies that have. now said in some earnings and small. measure, their AI build. out has increased revenue. So for, I'll give you an example. There's like a, an outdoor furniture. company. And I was going through their. reports and they were explaining. that with their AI layer. that they built in, they were. able to sort of, I don't know, bunch. furniture together in a certain way. that was more esthetically pleasing. at their stores. I don't know.

exactly. And they were to increase. revenue. It also increased the. proficiency of their sales. associates. So it didn't cost jobs, it actually increased their sales. associate's proficiency by like 82%. they claim, leading. to about a 15% increase. in revenue. Might have the numbers slightly. different, but you get the point, right? Like they've been doing. something the same way for 30 years, and then suddenly they add in this. like AI efficiency layer and. suddenly they've increased their. revenue by 15% without,

like they didn't hire anybody new. They didn't build a new factory or. new warehouse. They just like bunched furniture. together in a certain way that like. increased something. Um, another company, I was looking at their earnings. They claimed that with the scrap. metal. That they were able to save, like. they put in an AI efficiency layer. in their metal processing. facility in their factory. And when it would chop off pieces of. metal, that would usually lead to.

about $129 million in. wasted scrap. But by putting in this AI. efficiency, layer, they. were able to say, almost all of. that. Like saving hundreds of millions of. dollars in non having like wasted. scrap metal. So these are like small little. anecdotes from like a few companies. that have maybe shown some. initiative with AI. And so if, if we see huge increases. in efficiency and revenue,

game over. Like, you know, there, there's no bubble. You know, like with the, the.com. bubble, there were people building. like fake websites, you know, what. they didn't have anything, there was. like nothing there. It was like fake and there were so. many greedy people who were building. all these like fake websites. I remember it well, like pets.com, you know, all these, whatever. And it was all just fake and it was. all greedy people. And so I don't know. I mean, I, I'm just going to say, I don't know, I don't know if. like, this is all greed or.

if these companies who've been doing. something a certain way for 50. years. In their warehouse, suddenly they add in like this AI. efficiency layer and. their revenue increases. by 20%. Maybe they don't fire anybody. Maybe they actually hire more. people. I don't know exactly. So anyone who says they know is, I don, I just, I know maybe Elon. knows, he seems to know. I just see. I just see, yeah, I've, and I'm. the last person who would know.

I'm happy to admit that, but whenever I see lemming like. behavior, I suspect the cliff is near, you know, whenever, you. know, every midwit you run across. is saying the same thing about the. future. I generally bet that's not what the. future is going to look like, but. you know maybe I'm in the midwet. Um, but I have noticed all. of a sudden when the guy from Shark. Tank is like talking about stuff he. doesn't understand. The future is data centers, I'm. like, I think the future's probably. not data centers.

But, you know, who knows? Maybe I'm just reactionary. No, can I say this? I think, I think the future is human. connection. So I think one of the, I'm always a. glass half full kind of person. Um, I. Think one of, the benefits of this, despite all of its downsides is the. human interaction layer. Um, and you're already seeing. it actually, uh, restaurants are reporting that like. young people are coming in and. they're not drinking. Number one, they don't, they, they. do, they don't drink alcohol.

And they're coming in, they're. bringing like a stack of like. playing cards and they're just. hanging out all night, like, or a. board game, they bring in Scrabble, you know, and they're not, and they. don't bring their phones at all. And they just come in and are. together. And I think there's going to be an. insatiable desire for. human interaction with this. explosion of AI, call it slop, call it fakery, whatever you want to call it. I think, there's gonna be a, a. really an insatiable desire for a. human connection. And human interaction and.

human content, you know, people to. be able to say, I'd rather watch. Tucker's show because it's real. human beings having a conversation. than the fake AI. generated garbage that, you know, maybe Hollywood is putting out. So, you know, I think that's one. maybe benefit, uh, is that among. young people, you're seeing this. shift. And I, I hope that that's. the case. Um, I don't. I don't know. I'm just more troubled about how. this is going to affect young people. than anything I see my kids.

My son just turned 16 and, you know, and, and he's. going to go into the trades because. so many of these jobs are just being. taken by AI and. they will be, and if you don't think. that that's the case, you're fooling. yourself. Yes. I know a lot of these wall street. types, the shark tank types are. like, this is gonna create way more. jobs. And we don't. Oh, maybe they're right. And maybe there will be so many jobs. created to. help the AI efficiency layer. or help the robots, you know,

help the robot and all of this piece. of it. I don't know that there's any. evidence that that's true. I think most of the, the jobs that. you can name, you can. title yourself. I'm an accountant. I'm a pilot. I'm this, I'm that are. going to be replaced by AI. I mean, at what point soon will. FedEx all of their. aircraft be run? By AI instead of. pilots, or maybe because of. a pilot's union, there'll be one. pilot on board just to oversee the. AI, but certainly won't be two,

certainly won't t be three. So if you're thinking about becoming. a pilot, like when my son was, he's. kind of like step back from that. because like there's, that's. going to, you're not going to make. any money on that. And you're going. to be able to, those jobs are going. to disappear. You're already seeing it in the. military. It's already. happening. So going into the trades, um, I'm just concerned with my kids, you know, like, so my son going into. electrical engineering and learning. how to work. with his hands and, and be able to. do something meaningful. Um, you know?

I don't know. It's a, it's a scary. time. I'm, just really worried about. the cognitive offload too, for. children. Um, Yeah, I brought. up the, I don't know if you. remember that study back in 2011, that Google, the Google effect. study. And, you know, it was the. idea how much. are we outsourcing search. and other things to Google instead. of doing it ourselves and. the sort of idea of search offload. or cognitive offload, and.

I'm sure you do it. I know I do it It's like, Oh, if I know I can just search for it. and find it, then I don't need to. store it up here. Yes. You know, it's like the Socrates. It's, like, what a Socrates and. Plato Socrates being worried about, uh, we won't be. able to remember things because. we're not, you know, we're we're. going to write everything down. You know? Um, and the only reason. we know that is cause Plato wrote it. down. But anyway, so. that was the fear on the Google. effect side. Now it's really transitioned to.

something else entirely with AI. Beyond just... Oh, I don't need to remember it. because I can search for it later. And Google will just like surface. that one page. But even with that, you had to go. and do the research yourself. You had to click on the link. You had read the book. You had the synthesize the. information. You had an organize. your thoughts. You had a reason you. had a write it down. So I can just think about college. for myself, just having to get like. five or six books on the topic.

I remember writing a whole report on. vanilla in Latin America and. I had to go to this special library. at the university of Pittsburgh's. campus that you had to go under like. lock and key because these were old, rare books from like 150 years ago. and had to sit in that library. I couldn't take them out because they. were rare. And I had do all of this. research on vanilla and. all of this in Latin American. And after reading these like four or. five books, I had a write, I had. synthesize my thoughts. I had organized my thoughts, which.

I'm not very good at. It's something I've struggled with. my whole life, but I've gotten. better at it because I've. been forced to do it, to write. essays, to write, to reason, to think, to put all of these things. down in an argument. or a narrative, become a better writer just by. writing over the years, and then present my paper and then. get a C on the paper. It's pretty normal for me or get a. B. But now kids are just outsourcing. that fully. It's the cognitive. offload.

Where they're saying, Hey, I'm an. eighth grade. So write me, write me a paper as if an eighth. grader wrote it about. the fall of the Roman empire and. don't make it sound like AI. So. No amount of research, forget the. Google effect. Now it's, you're gonna do all. the research for me. You're gonna synthesize everything. You're going to organize everything. And then you're going present it and. I'm going to turn it in. And so what these studies have found. recently is that kids are.

actually doing really well with. their projects, using AI, and they're turning in like great. work. But then when they're tested on it, They fail because they, they have no. memory of having done any of the. work. They didn't sit in the library and. research vanilla all afternoon. drinking, you know, big gulps. They, they just offloaded all of. that. And so they're not remembering. anything and. being tested on it. They don't rub, they can't recall. anything. So I'm just,

I'm really, really worried about, you know that. part of it, the, the, and what's. going to happen to, to my kids, our kids. Going forward in our ability to. have conversations, to reason, to think, to have. debates, to present. arguments, to support your. arguments, organize your thoughts. That's where I'm, that's. the real human piece of all of this. Well, that's kind of the question is. what's the purpose? I mean, does the machine serve.

the person or the person serve the. machine? I think you could make a. strong case. I think most people would make the. case that for all the benefits of. the internet over the last 30 years, it's been a net loss for humanity. We don't live in a more peaceful. world. We don't live in more stable world. and we don't in a smarter world, a wiser world, we don't and. probably many reasons for that, but. the internet hasn't achieved. its core promises. Peace, stability, knowledge, wisdom. That didn't work.

So knowing that, why would you triple down on. the effect with AI? And of course you wouldn't if the. goal was to serve. people. And you really do detect when you. listen to technologists speak, that their orientation is totally. different. Like it's like, we have an. obligation. To serve technology, no one. ever explains why. I guess because it's a god, maybe. the only god. And so whether that means higher. energy prices or less water.

or dumber, more suicidal. children or whatever the result kind. of inevitably will be, that's. the price you pay to serve the. machine. And it's like, that. seems backward to me. It absolutely does. And I, you know, just sitting here. thinking, as you're saying that, like, have we had a net positive. with the internet? And it's, it's hard to, it' hard to. argue that we have in any. appreciable way. We're sitting in a, in a third world. war right now.

Um, think about. how the internet moves markets and. creates incredible, uh, anxiety. You hear this sort of like palpable. feeling of anxiety across the United. States. I think largely you could blame that. on the internet. When people jump on X or. jump on social media and they're fed. these dopamine hits of 15. second videos and. they just like, why did I do that to. myself? You feel sort of transported. Just getting sucked into.

voyeuristic content with people. getting arrested or whatever it is, it just, it makes you feel awful. And I don't think that there's You. have influencers on escalators like. filming themselves and like, what? This is what we want, like, you. know, this, that's why I'm. encouraged at the younger people are. saying, I don't want a smartphone. anymore. Um, the internet and smartphones, I think you could combine them and. then add in this like AI layer on. top of it. And you're just. constantly online.

So I don't know, I think you're. going to see, maybe you're. going to start to see more Amish. communities pop up. You know, you're gonna start to see. like a pushback sort of. internet free zones. Um, you know, do not bring your. phones in here. I don't know how. I don't know how big those things. will be. And I don't know what kind. of pushback we'll have from, uh, from people who've gone through. it, will we have sort. of a moment where we. all say enough is enough? We don't want this anymore. Um, there are the arguments.

Well, maybe we shouldn't be. connected in such a way to these, these AI models that. are coming from China, that are from. the United States that are coming, from open AI, Anthropic, et cetera, get. open source models that You can then. store. Like on your own. compute in your own house. That is, so you have like all. of the wisdom self-contained. Um, and I know there are like some. libertarian friends of mine who. believe that that's the way to go is. like you have, you have all of this.

compute sort of living, I don't. want to say like Hillary Clinton's. style on your own servers in your. house, but you're not relying on. China, you're not relying, on the. government, you are not relying. these companies. You're relying on yourself. And if you want to do some deep. research on a project, you have. access to it because it lives on. your own server in your house, disconnected from those people. I don't know. I don't have that. Without getting too far afield, however, I think one of the biggest. things that's happened in technology. in recent memory was. the hacking of cold wallets and.

the theft of Bitcoin from cold. wallats. And the promise of a cold. wallet was it was disconnected from. the internet. It was wholly yours. No one could put a finger on it. other than you. And that was the assurance. that your Bitcoin was actually. yours. And to see. that get hacked somehow. Suggests that anything with. an electrical impulse is not really. under your control. Well, we even saw the story was it. three weeks ago about the.

AI model that was offline, it was not even connected to the. internet and managed. to somehow connect. and get all and hack, jump online to, to hack and then. jump back offline. Right. Uh, and so, and then add in the robotics layer. to this on top of it all. Right. So the humanoid, the, the human robot piece of. this where You know, you're going to have this, you are. going to have this in warfare. You're going have humanoid robots. I mean, it's straight, it literally.

is straight out of Terminator. Yep. Um, you know, this is. what's coming. Um, and who. can stop it? Is there going to be. some sort of a kill switch and the. ability to turn this stuff off? I don't think so. So, I don't know, we're going build. compounds with, you know, corrugated I don't know, steel walls and turrets. on our houses now to protect us. against the, the coming AI robot. invasion. But we're seeing it on the. battlefield already, and.

we already know that the U.S. Military is years ahead on this. planning for where this is going. So I don't know. To me, this is the greatest, most bizarre, and biggest transformation in human. history that we're watching right. now unfold before us. Yep. I mean, I hate to say it, a lot of flawed people with. true ideas out there, but Ted. Kaczynski did call this. 30 years ago.

And because he was crazy and violent. and killed innocents, we ignored it, but we shouldn't have, because he, you know, he was onto. something, I would say. Claymores, thank you for that really. informed and kind of amazing. rundown of where we're going. I'm grateful. My pleasure, it's scary. Let's hang out and have a human. conversation without AI. I can't wait. Great to see you. Thanks. Thanks, man.