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ZachXBT's Nuclear Bomb, White House vs Claude and Anthropic
Recorded: Feb. 25, 2026 Duration: 1:08:36Space Recording
Full Transcription
No, you don't want neither
None of this six gun in this brother running this
Buffalo soldier look, it's like I told ya
Any damn fool that's in distress
Be out of that dress when she meet Jim West
Roughneck to go check the law on the pod
Watch her step flex and get a hole in your side
Swallow your pride, don't let your lip react
You don't wanna see my hand where my hip be at
With Artemis, roughestart it is running the game
James West, taming the West, so remember the name
Now who you gonna call?
OGB Now who you gonna call?
O-G-E-E
Now who you gonna call?
A-O-A-G
If you ever rip with people wanna rush, break out
Before you get rough, run
It's the wild wild wild
It's the wild wild wild
It's the wild wild wild
True hill, true hill
The wild wild wild
This guy's gonna be free
Woo!
The wild wild wild
Through in one of my west
In the wild wild wild
Now, once upon a time in the west
Madman lost his damn one in the west
Loveless, kid, never thought nothing less
Now I must put him behind you to test
Then you're in the shadow, you're in the shadow
Be ready for battle, bring all your boys in
Pick up the poison, behind my back shadow, you ready for battle Bring all your boys in, pick up the poison
Behind my back, got everything you did
Front and center, now we all look back here
Who that is?
A mean brother, bad for your health
Looking damn good though, if I can say it myself
So many loveless is a madman, I don't hear that
Got mad weapons too? They tryna hear that
Tryna bring down me? Champion
When y'all clowns don't see that it can't be done
Understand me son, I'm the slickest they is I'm the done Understand me, son, I'm the slickest they is
I'm the quickest they is
Can I say I'm the slickest they is?
If you're fucking up the wrong tree, we coming
Don't be shy tonight
Me and my partner gonna test your chest
Love, bless, dance in the heat
Get out the wild world
The world is sweet
Come on
The world is sweet
The world is sweet
The world is sweet
The world is sweet
The world is sweet We're going sweet The world do To the wild, wild
We're gonna wish what we do
To the wild, wild
To the wild, wild
We're gonna wish what we do
To the wild, wild
Breakdown!
Breakdown!
Breakdown!
Breakdown!
Breakdown!
Breakdown! Breakdown! Good day.
Wow, good day wow good day
alright
how'd you like that
Will Smith was previously the goat
that was such a banger by the way
damn
I think I've never heard of that before
Cisco has like vocals
that are very very underappreciated as well by the way
Cisco did the thong song right
yeah
yeah isn't Will Smith like a big cook Appreciate it as well, by the way. Sisko did the Thong song, right? Yeah.
Yeah.
Yeah, that song.
Isn't Will Smith like a big cook?
Yeah, he's fucked now, yeah.
But back in the day, my boy was the goat. So we have Mr. Big D joining us this week.
Welcome to the show, sir.
How are you?
I'm good, man.
Just sliding in with the lads.
I love it.
Yeah.
We need to get some handles across the bottom of here for future use.
Yeah, to be fair, I thought we had them.
I just noticed they weren't there.
But if you're on here now and you're not following our guest today,
it is MrBigD at BigDSenpai,
which is like the complicated handle. If you haven't retweeted this,
you should already, so everyone knows that you're actually
on here with us with your devout
following. I guess the only way to
roll out the red carpet for you is
you know, god
to your shit poster. I feel like I said something
similar about Hirsch. Yeah, we're
assembling the shit poster in Avengers, aren't we?
You guys had Hirsch on here? Yeah.
I was on like two weeks ago. He took the fuck out? Yeah. You know he got me into crypto Twitter, right?
No way.
Yeah, I followed him from anime Twitter or something.
That's why it's a big food sentire.
I made an anime Twitter account in 2019
and I was like, oh man, these guys are proud of pussies.
Yeah, in previous
to Hirsch, we had LTR.
Yeah, I saw a meme from Hirsch and I was like, what is this?
What is crypto?
Fair enough.
And prior to that, we had LTR.
So we've had like the three incredibly strong guests on the weekly streams
in the past since the turn of the year.
We've got a few more above the sleeve, haven't we, as well?
That's a bummer about me, man.
I ruined the streak.
No, you guys have like a an incredible talent an intelligent incredible
shitposting talent like breaking out of the crypto twitter sphere like there's an occasional
banger from time to time that you will post that oh there we go bosh alex grant big d thank you
shout out josh and henry in the background making this magic happen um yeah you
have an incredible talent for tweets that break out of crypto twitter i think most recently was
the arsenal one that i thought was unbelievably funny man i muted that tweet at like 500 likes
or whatever because it was just like i don't know i didn't think it was very good and i went back
and i saw i had like a hundred thousand likes and I'm like, man, Twitter is just
like accessible. I can't believe
the kind of shit that I tweet is so much better
than that.
This shit sucks, man.
You've got to be mid-curve, Maxon, now
if you want to break through.
I'd rather just
post in obscurity, man.
Yeah, I like that, though.
Freestyle completely from the top of the
dome you know what i mean yeah 10 likes five replies okay yeah i'm not monetizing my shit i
don't do that so yeah you're out doing us mate you're out doing us look we've got um a few things
to get into this week as the title suggests so if you're listening live you're obviously
along this ride with us kind of waiting on tender hooks to see who zach is gonna
drop a nuclear bomb onto um we have also got news that twitter are basically more of nikita
declaring war on bots thank god actually i'm, organic reply guys might be back, baby.
We're going to probably touch on the Jane Street stuff
that's been coming out over the past 24, 48 hours.
And also what's been really, really interesting
has been the ongoing battle between Anthropic and Claude
versus basically the White House and what that means and needless to say
we're going to talk about the citrini thing that has been talk about things breaking out of the
the echo chamber of like crypto slash tech twitter jesus christ i think even my granddad
read that citrini article so grim what did you say what'd you say d so grim dude yeah well hopefully we can uh give some positivity
on it as well um but right straight into the zach stuff i'm assuming everyone that watches this
shit and if you are watching this on even if it's like thursday friday saturday sunday whatever it
might be you will know as we do not know, who it is that Zach has basically said,
there's some fuckery afoot with these people.
We're going to have a look at Polymarket in a minute as well
and kind of talk about who is winning the race at the minute
in terms of who thinks that it is going to be someone dead and buried,
beginning with M.
But basically, Zach tweeted the other day that there was an announcement
about an injury investigation, which will be dropping on the 26th of February. That is tomorrow, the time of recording, alleging prolonged insider
trading by multiple employees at one of crypto's most profitable businesses. Now, what's funny
about this is there ain't many profitable businesses in crypto. Yeah, it really narrows
it down. Which is at the same time funny as it is uh quite bleak but it also means that perhaps the doors
of speculation are narrower as you say d um now there's been no games given however the market
panicked anyway polymarket things have spun up instantly uh the volume when i last checked which
i'll pull it in a minute was like about 11 and a half mil, I think, off the top of my head.
You have got Meteora as the current favorite.
Again, I'm going to go to Polymarket in a sec.
But as we are having this conversation, we're in the middle of a rally with Bitcoin
just off 67K gain.
Won't trap me.
Yeah.
Won't trap me.
Won't trap me.
But yeah, fellas, what was your instinctive reaction d when you saw the zach thing the other day where you you know as a as a as a marketing
and industry participant what's your what's your first instinctive reaction when zach says that
he's gonna nuke something i mean you nailed it like uh profitable businesses i didn't know we
had any of those, really.
I mean, I had to wait for people to start commenting on like, oh, Meteora, Axiom, whatever.
Because I was like, man, what could be profitable and have insider trading too?
I don't know.
Like I don't.
Meteora sounds pretty likely.
Yeah.
You know.
I tell a lie as we look at Polymarket here uh volume is now over 4 million uh meteora
is winning the race at 46 percent 14 million what'd you say grant 14 million sorry 14 what did i just
say four it's a bit higher than that uh meteora then axiom mexc pump phone robin hood world liberty binance yeah what are your
thoughts looking at this i'm actually gonna dm zach right now and see if he's like trading
yeah i think that's fair game yeah i would be yeah yeah he didn't spin it out yeah it's that's
that's a public public good that he's doing here he should do he didn't spin it up yeah that's a public good that he's doing here he didn't spin it up
so he should be
at the fucking bow on it
okay
I'm gonna go first here
before we get into
Meteora
and like what this might mean
I would be
if it's MEXC
I think that might be
potentially
a bit of a
let's say
a damp squib
because it's like
stop he's already dead kind of vibes.
Right.
You know what I mean?
That's my view on that one.
I did think Pump would be way closer to the guillotine.
So then it leaves Axiom,
and then obviously Meteor is the front runner.
So yeah, Grant, take.
I think it's, can you bring that chart up a sec?
Yeah, yeah.
But yeah, I mean, yeah.
Just up to the top so you can see like the trend of it.
Yeah, there we go.
Look at me sharing screen.
Either Meteora or Axiom employees are like oh shit i'm gonna
like bet on this poly market too so i mean it's kind of reasonable to go like oh 45 percent
yeah it's probably meteora somebody's insider trading on this there's a lot of volume on this
market and and we've kind of seen that right already and i'm just going to caveat about this
by saying i know fuck all so don't listen to me I'm a complete fucking idiot so um a lot of tokens
launching on Solana if they weren't going directly through a launchpad were going through Meteora
and using their dynamic like DLMMs and this was the whole Hayden thing with
uh Mele and Trump and Melania and probably countless others. Um,
there was probably a handful of groups distributed across the world that knew
how to actually set these,
like discretized AMMs up,
to truly just profit and be able to sell into the initial buy orders by
setting up higher amounts of liquidity at the front of the curve.
if it is Meteora,
I'm not really surprised, to be honest.
Because we've already seen, like Meteora is obviously a,
is it an extension or a sister company of Jupiter?
And someone obviously already faced the chopping block last year
after the Melee thing.
There have been more recent things,
if you think about like a lot of these tokens that
were launching through bags app and stuff like that maybe there was some indication there that
people knew that there was going to be claims on certain fees i don't really know but if there was
anyone that was set up to probably max extract based on what tokens were actually going to launch
it's they're probably in the firing line The only other thing that I could think of is
out of those on there,
the ones that it could most likely be,
people could also be hedging out the fact that their token,
or that their lock tokens are about to fucking get absolutely tanked.
So they're just going to try and hedge that out
by placing a yes bet on that as well.
So you'd know for a fine fact if it's going to be Meteori,
you're going to get absolutely fucking nuked. So why don't you just go and hedge that out by getting 2x on
your money if it resolves yes so that so that's the only other only other argument that i could
place on that because the rest of them don't necessarily have tokens apart from if it's
pump and there's probably like if you i'll just bring that up a second there's probably some
really good two and three percenters on the no bets as well to be had if I was going to be like a betting man.
I think the Robinhood one,
the only reason why I think that could resolve yes,
which I don't think it's going to,
is because they've had like the likes of Pippin
and like a few other tokens get listed,
but I don't necessarily think it's going to be them
because he's kind of referred to it
as like a crypto native company.
I'd say Robinhood's a little bit outside of that.
So even those like little 4% is on the the no i feel like they'll be getting some significant
volume as that comes close at the time of resolving so um i mean pump no at 93 is like
pretty strong seven percent for free it's not gonna be pump like i mean nobody would be surprised
by pump you know uh so it's kind of like i don't know the exact would announce it like that if it was just like a pump expose and he's done pump exposés before too i think yeah i don't know it
just doesn't fit yeah i feel like if the if it was going to be the like the if it was going to
be pump i feel like you'd also see that cheeto would be higher on here as well and they're kind
of tarnished with the same brush because of like that um is it brunswick law i didn't realize judo was on the list yet no 99.9 there's no chance
no nowhere um so maybe it is and he's also said he's interviewed quite a few people going into
this so like word gets around we're not stupid we know how fast on there dude come on who would be the funniest to be on here like so funny like the biggest like nerd
like friend friend check
yeah i i i think you're i think you're right there as well i think that um
if this was going to be pump i don't even think it would be a debate i don't think people would
be surmising i think there wouldn't just be like smoke leading to a fire i think you know
like you would be disappointed i mean yeah we know what pump is pump you know i mean
you know what they do.
Better the devil you know and all that, yeah.
Yeah.
Yeah.
Well, I guess we'll see tomorrow.
I think more so that this highlights, doesn't it,
that it's very, very typical here that in crypto,
everything is, you know, you are guilty until proven innocent there's yeah it's
not it does not work the other way around and like what is funny about this is like like poly
market is is the trial now you and trial by poly market trial by poly market so that's how they
should do shit you know when like uk government wouldn they say they're gonna not have um juries for like a certain level of crime i'd be with it but then you've got like
polymarkets uma or whatever that just decides like actually you did do the crime even though
bring back a death penalty for juryless crimes as well.
Add some real jeopardy.
Let's see some fucking jeopardy.
Jaywalking.
Just kill everybody.
Execution for jaywalking.
Right.
Before we move on from this,
what do you think the trickle-down effects of this are?
Grant, if it's Meteora,
and you know what, D,
you can go first there.
Say we get the news,
it's Meteora tomorrow.
What do you think we see from a fallout point of view?
Man, honestly, like,
with the crypto-tweer
that we have right now,
and I hate to be like,
I hate to be a doomer or whatever.
I don't, you know,
it's not over.
But I think, like,
it would be a lot i think like it would
be a lot more muted than it would have been a couple of months ago especially before 10 10
obviously yeah um man i'm trying to think of an ecosystem like that hasn't had a bunch of these
already i mean we're dealing with like ave fallout right now and everything too it's like
i don't think there would be that much of a reaction beyond like,
oh no,
Meteora bad and their token price will go down and like whatever.
They'll still continue to exist.
I can't say the same about Axiom if it was them.
I think probably that would be it for them.
Grant?
Probably nothing.
Probably fucking nothing. It's already baked in and to be honest if it is meteoro it's probably a buy yeah right right i think they just get away with it i mean they're just entrenched like i
mean you know yeah yeah like like if you think about it from like if it was a centralized exchange
that's launching tokens or getting a token to market all those departments are like hyper segmented so like
the listings team just have zero correspondence with like i don't know legal and compliance and
all that they're trying like hyper segregate i was speaking to someone who's quite high up at
about this and they really really really have to have like the like a black box of like what's happening if there's going to be like any token listings i know back in the early
days people used to run scripts and see like what token listings are going to happen like on certain
exchanges like that like but this is like you've got a team of i'd assume 50 60 maybe less words probably fucking gonna get out you know what i mean like
it probably is like if you're not running like hyper regular compliance system like finance or
the scrutiny that goes under like i don't know it might not even be meteora but again if you think
about like crime is usually um seizing an opportunity that's presented to it as well
like can't just happen if
the opportunity is not arising like so we'll see but i don't think anything will happen like i like
what's gonna happen people stop gonna gonna stop using meteora probably not no chance
yeah even axiom would probably get away i just like i don't know i think
nobody really is gonna end up caring it's gonna be gossip basically I don't know. I think nobody really is going to end up caring. It's going to be gossip, basically.
I don't know how Axiom could, like, how could Axiom be in the line of fire here, though?
The only reason I think it could be Axiom in some weird way, if I'm trying to, like, piece together what was happening in the early days,
is when tokens were listing on PUM, I'm pretty sure there was, like, ultra low latency on Axiom.
So it was showing up on Axiom so as it was showing up on axiom
before it was actually showing up on pump but then again like it was like i don't know a couple
of hundred milliseconds and i don't know if that'd be yeah they'd have to be front running yeah like
that's what i mean like it just i couldn't think of a way either yeah yeah you need the opportunity
there to for it to be a big deal you know yeah well that's 20 minutes on
yeah yeah new ways to surprise you that's 20 minutes on an off and burger then um right
i guess we'll see tomorrow will we uh and if you yeah i mean i guess you'll probably already
skip this segment if you're listening over the weekend or whatever, because you'll already know the answer.
And you'll probably be like, why the fuck did they spend so much time talking about that?
Nobody gives a shit.
Crime equals nothing anymore.
I can't believe it was Flashbots.
Fucking Front Tech again.
Should we do a segment?
Should we just do a segment now on if it is Flashbots or if it is like Front Tech?
We gotta do an episode if it's Flashbots, dude.
We'll call up Bert and be like bro paste right okay so we've had news uh via x developers this week that they're um announcing that they're
restricting programmatic replies to the api v2 no obviously the what this means is that it's just more moves towards like getting rid of
llm generated spam which is fantastic news i can't really imagine what world anyone wouldn't be
supportive of this i think that even this isn't like the final nail in the info 5 coffin i think
that coffin's been underground for like six months or so now but um i hate them so much i'm glad yeah but but i think what it does do is
um i think it reopens the conversation of this whole thing that we've had about like nikita and
the x team sort of cleaning up crypto twitter really and those of us that have been here for
far too long that have been on this kind of participants on this very stream probably
remember a time gone by when it was maybe a little bit
easier to be on the timeline which is actually ironically why it feels quite nice right now
because it feels quiet but um not like bad quiet like it it feels like that part of and i said this
the other week like i think but i was i think i was wrong i think we needed more downside and more pain then i think sentiment bottom is in or has been in and now it feels like
you've got this collection of people left that are here because they follow the likes of big d
and maybe follow what did you say they say just for me no just just for you just for you in the shit post but
like we saw that the other day didn't we go on you know with the i'd put something out the other day
on the engagement metrics and like how everything is up and to the right on quality content like i
was over these periods so i think it's quite interesting that um i mean it's the end of the
bot economy in general and i've said this, it's not just a problem on Twitter,
like on crypto Twitter, I should say.
I have an alt account that I go and segregate
and that's where I spend my weekends primarily,
looking at like football Twitter.
It's the same over there.
It's like Fabrizio Romano, for example,
gets fucking peppered with bots about people turning.
Man, someone needs to take his fucking chat GPT image generation
fucking key off him because that is, fuck me.
He keeps putting like managers in football shirts
and fucking all sorts of weird shit.
He's a freak.
He's a fucking moron, isn't he?
But I think that the side of the coin
where this maybe isn't so positive is it's so positive
is it is perhaps a bit of a shutout
on anything like agent related
in terms of like social access and all this kind of thing.
And I'm curious to know what you guys think of like legitimate agents operating on Twitter that might be able to do things that.
There are no legitimate agents on Twitter.
Twitter is a conversation platform.
It's literally the conversation platform.
I like, I think there's a lot of really cool uses for bots.
Not on the conversation platform.
It's the last place man besides fortan that you
can just have a fucking conversation and like i really hate it i just hate it to death i don't
think this is going to change anything though i mean i haven't seen like any kind of like big
announcement they've had in the past oh we're gonna do this and that to bots i don't really
see any of them actually reducing bots so i I'll believe it when I see it.
I really want it to happen though, yeah.
I think it's probably going to take a while to kick in because they're going to need to be able to,
like whatever that specific API call
for whatever the bots are writing to post that.
So I think from what I could remember reading,
it's like unless the
original poster has mentioned any of the accounts that happens to be a bot they can't actually reply
to it or they're going to get blocked and then they're going to get nuked um i just think these
things are a cat and mouse game though like yeah think about like piracy over the years i think
about anything it's always a cat and mouse game like they'll figure a way around it particularly now with like agentic browsers and stuff like if they're monitoring like
that's what I was thinking yeah click access like that can happen like they can just manipulate or
mimic what a human's interaction would be and that's happening so that's going to happen
regardless and if anything it reduces reduces the competition for the bots,
so the price is probably a bit bigger if they can actually figure it out.
So it's going to be a constant game.
It's never going to be completely eradicated or completely...
It has been a bit of a free-for-all recently,
and that was incentivized by Info5 platforms and shit like that.
But I think what you said there, D,
about it's the last place you can have a general conversation.
We're going to see that in real life in the next 18 months with wearables.
There's probably going to be areas around cities and towns where it's a no wearable zone.
If you go into the pub, no wearables.
I've seen people get rocked for wearing glasses and stuff.
like glasses and stuff you know yeah good like always on like the little um thing that they're
Yeah.
Good.
building with johnny ive or the glasses or whatever the fuck yeah that's gonna be a thing
like and it's gonna kind of like replicate what we're saying online now yeah it's interesting
what you say about the cat and mouse thing isn't it because quite right remember when like naps
they got shut down and then everyone was like right here's limewire oh yeah oh yeah and you were just trying to like download the latest lincoln park
album and then you get like bill clinton professing my fellow americans i did not sleep at that moment
my mom and my stepdad are both like computer engineers you know so like when i was a kid
i would uh i would log on to the computer when they weren't home
and just look at porn and stuff.
And then they'd go back into history and like they caught me.
So later I learned how to delete the history
and then they learned how to, you know,
they learned how to set up software
that makes it so I can't delete the history
and yada, yada.
It was an arms race, you know.
That's a true cutting mouse game,
like refusing to quit jerking off
even though your parents...
I would never,
ever.
That's the unstoppable force
between the impossible objects
when you're fucking 13,
but you're both parents
of computer engineers.
It's just so embarrassing.
You're almost like,
who is Kagome Hentai?
She got me again.
She fucking got me again most embarrassing type of porn as well that's hilarious oh always yeah i was 12 man like you know fair fair fucking play no wonder you weren't on camera day i wish i could say shit like that
no one would know the fuck that was oh man i would do I would do it doxed. I just, I have too much money, you know, so I don't want to do it.
I get it, man.
And you're talking about hentai porn and shit like that.
I do that real life too, man.
Yeah.
I think that's interesting what you're saying about wearables
because have you seen the trend that's been going on at the minute
on like Instagram and TikTok?
And I say TikTok, I don't even go on TikTok, but it's,
I mean, it's pretty funny.
It's kind of dodgy, but it's funny
where people will like book like a magician
or a Michael Jackson impersonator.
And then like, you know,
like these sort of people who tend to be booked by parties
and like Michael Jackson will do a moonwalk on the patio
at like someone's 15th birthday party or whatever.
And then like they won't know
but the wearing a wearable and then the michael jackson impersonator will come in the living room
and they'll be like dance it's just him it's like the caption is i booked a michael jackson impersonator
just for me yeah yeah that's kind of a vibe i like i guess this kind of stuff on tiktok because i don't go on there um like every once in a while i miss something good yeah it is it's but i think that at the
minute like these people obviously don't even know because it's not like they're walking in
and they're just filming them on the phone you can tell it's on it's a wearable thing it's quite
an interesting take that you might have a society where that is banned from like you can't use your
phone in a sam smith's pub for example yeah it'd be the extra you can't you can't be where like this this next i think the
johnny ive device with open ai is gonna just be like a i don't know look like one of those fucking
glucose monitors all weirdos were i'm gonna let me bully anybody i see with one of those like i
just hate the general idea of like adding an extra piece of technology that just listens to you all
day like i don't want to be anywhere near that i don't want to listen yeah
people are going to wear them on like first tinder dates and shit like that and then go like nip
nip to the bathroom and like what the fuck shit how do i pull this back around i fucked it up
i've drank 12 days before she's got here
dude imagine a robot how to get this people would do it too
I believe it
if it's like a chat GPT model as well
it'd be like super super fucking weird
sycophantic and
really creepily
I don't want to know what it would tell me now
I'm more than confident people
are already doing that
oh 100%
yeah
anyway Jane Street so right the terraform labs bankruptcy
administrators filed a lawsuit this week uh against jane street accusing them of jai uh
of insider trading that obviously helped trigger the 40 billion terra luna collapse which was in
may 2022 which fuck me that feels like a lifetime ago doesn't it jeez isn't this when you
isn't this around the time yeah better time isn't this when you like roughly joined it's so fucking
funny like alex we convinced alex to actually join us when i was full time when i was in full
time like his really prestigious career in marketing and then like he joined and
terror collapsed fex collapsed like us USDC went to 85 cents.
He was like, what the fuck have I done? You're just being like, you know?
Yeah.
Because it's fine being an observer
and it being a part-time hobby.
And then all of a sudden,
when your entire fucking livelihood
depends on these morons
not fucking your shit up every other day,
it becomes a lot less, you know,
the stakes become a lot higher.
At least they haven't had anything like that just yet.
It could still happen.
But yeah, should we get into like
what the connections are there?
Because I've got like a little bit
of a conspiracy rabbit hole.
Well, right.
Okay, let's do it this way.
Then you can fill in the gaps.
Right.
So USD, the algorithmic stable going back by fuck all at the time. Hilarious.
That unwound during a time where, you know, Dokon and Luna Foundation Guard, I believe it was called, on the timeline, basically buying a shitload of Bitcoin.
They're going to start backing USD with Bitcoin. Then it comes out and slightly de-pegs and then Dockon keeps going onto the timeline
and calling everyone like brokies and poos and then famously puts the bet on with Algod
that it wouldn't actually de-peg and collapse.
So when it started collapsing from memory at the time and then doing like a little bit
of prior reading, there was a few people that they'd pulled into the war room.
I think there was like Jump 3AC.
These are not the people that you'd want to pull into a war room um and apparently jane street had a huge lp position of
like 85 million in the ust us i think it was called like full curve or something at the time
something like two curve or something like that at the time it's like three curve or whatever yeah something like that so it's like us usd usdt usdc and then instead of die which would be a
typical three curve it'd be us it would be ust um so when the lunar foundation guard pulled like a
significant chunk out of the three curve four curve lp we'll just call it four curve for highlighting
um the immediate transaction after that was 85 million dollars worth of that
lb being pulled from jane street so apparently what they're proposing in in this um what's the
legal time are they suing them like what are they like what are they actually doing
taking them to court or something yeah all i know is it's like a lawsuit being filed so i suppose it
could lead to one thing or another they're basically saying a guy who used to work at
jane street has gone to luna founder and the person who used to work at luna foundation
guard has went to jane street and basically doxed all the wallets so that's why the immediate
transaction after when they pulled the lp is like it's gone and happened what's funny about this
is like the connections and like how incestuous the industry is
with regard to Jane Street being the primary breeding ground
of SPF and Caroline Ellison.
That's where they cut their teeth
and that's where they start.
That's where they start their love story.
So it's all just one big like insider fuckfest
and anyone who gives like credit to a lot of these
firms like basically saying that they're like trading geniuses and they have like this self
fulfilling backstory that everyone props up and holds them is like this kind of like deity from
these prop firms it's all a load of shit like it's it's all a load of shit there's loads of
survivorship bias they've probably involved um jane street came out and said that
this like there's baseless claims but usually there's no smoke fire fire but then if you flip
take the flip side of it the guy who's brought the case forward he's heavily incentivized like
to get something over the line or get some like recompense for it as well so i don't necessarily
believe a word i say across the full industry for the most part to be honest when there's
kind of nefarious actors I play.
But I just think it's hilarious that SPF is somewhat involved at the same time
as he's been e-begging fucking Donald Trump to get a pardon.
And he's basically came up with a saying,
you're not getting a pardon, buddy.
You're going to stay in there for all your donations to the Dems during that time.
So that's the story.
D, on that, I saw that you tweeted the other day, actually, about SBF.
Yeah, yeah.
So, like, and I really believe that, too.
He's, like, people get away with this in crypto.
Basically, the thesis is that, like, he's just going to keep tweeting.
And, like, people are just going to keep, like, rep replying to it and saying like, oh, you're bad.
You're never coming back.
And then they're going to get bored of that and they're going to stop paying attention.
He's going to keep tweeting like and then he's just going to be back.
That's how it works.
You can just come back in crypto no matter what you do.
Yeah, the tweet that I'm referencing.
Eventually, he'll have some cloud in the industry again
because enough people will have left you know it's a long ass tweet damn i was on one that day
yeah it feels it feels very out of character for you as well what's so what's what's the strategy
though on his behalf he's just he's just gonna like remove the shock factor by making it so
commonplace that he's just on the timeline again yeah and like i mean new people come in or like people who just forget i mean we have a lot of really fucking
dumb people in crypto like new people and like hey we've all been there um but like you know he's got
all these followers right because we all hate him so we follow him to see the dumb shit that he says
so that kind of gives him almost like clout right like um and i don't know i think like i think just through
just pretending he didn't do anything wrong and continuing to tweet he's gonna eventually just
like find a niche somewhere in crypto again from jail i guess like somehow you've got you've got
to recognize as well like the the last onboarding wave have no real context of who he is no not at all yeah this like the info five people
yeah no that's interesting and the meme coin is like no real context he could he could easily
like so think i mean if you're looking at him as a meme corner yes like followers of big names that
you know like big d senpai and such um and like he's tweeting like big brain steaming shit and you just go, okay, yeah, this is a guy that like is important in the industry.
Right.
And nobody's going to we're not going to keep he can send a thousand more tweets.
We're not going to keep replying to them at that point because we have other shit to tweet about, you know.
So you just kind of like slip on through.
He's going to do it.
I'm telling you.
We have other shit to tweet about. Sl yeah um right last thing i guess we talk about before um
i guess we move away from crypto adjacent stuff these dudes
have you been following the uh the trench house 2026 gentlemen oh yeah i want to rob them man
but they don't have any money
or else they wouldn't be streaming from the Trench House.
So they're nothing to rob, you know?
What's your take on this?
They're poor.
Who are they streaming to?
Dude, who is watching this?
I honestly don't.
Yeah.
I honestly don't know, like, when I see this stuff.
I don't know who any of these fucking people are man yeah it's how right so this is an interesting thing right when we talk about crypto twitter yeah and like bias and the and
the first time that I heard this explained properly was like from you of by you from
Kaito and he told me by you from Kaito.
And he told me about like how Kaito has like a bias towards like CT's inner circle, as he put it,
which for whatever reason, like in the early days,
that was bang on.
Like what they built from like the platform
in terms of like smart following and identifying
who the non-morons were in Twitter,
who aren't grifters, who've been around the block,
who understand the culture
and how this thing works
and have a lot to show for it, right?
And then this is why
every time something like this
appears on the timeline,
people like us three look at it
and go, who the fuck are you people?
And if you do it...
Say that again.
It was the Kaito feedback loop that created these people.
Yeah, you're 100% right.
Like originally, if you first signed up for Kaito when they were like doing their airdrop or whatever, because you like free money like I did.
But I was in the top 0.04% of CT or whatever.
And I mean, this was reasonable.
The people that they picked were reasonable.
Because Kaito had not yet created this category of person that i call like koll right like somebody that
would actively call themselves a koll they came from outside of crypto just to grab the incentives
of kaito right so they like came in with like old accounts or whatever and like totally changed them
over to like crypto accounts like none of these people were here before,
even if it says like 2019 or 2021 or whatever,
like they bought some followers and then they kind of circle jerked each other
like to follow each other, right?
And they just kind of made an entire ecosystem
out of thin air.
These people are like drop shippers
and like Nike Cypress and stuff.
They're like these kinds of people.
And they only came here to participate
in an entirely separate economy from crypto.
Like these KOL, like unironic KOL guys,
they don't buy coins.
They don't like, all they do is talk about them
to make money, right?
And they're just talking about them to each other.
Nobody on actual crypto tour is going to buy anything
from fucking Whale or whatever.
Like nobody cares about the shit, you know know so i don't even imagine that the projects that are like incentivizing
kaito that's how i thought it would collapse is that like no project that gave coins to kaito or
whatever would see anything yeah that's interesting because that wasn't actually the case people
were wanting to just continue doing it but there was like negative roi over time for the people
who were willing to pay but people just continue to want to pay.
It's insane, man. Like, uh, like I can't,
I cannot imagine that any like project got positive,
like positive ROI out of like participating. Right.
Right.
I think maybe like one of the first or second or even third ones that did it where it was like
the blueprint wasn't there for a lot of these accounts and like it hadn't like spread through
random airdrop farming discords and stuff maybe like the first but it's the same with anything
any new like marketing tactic or stunt or piece of technology like the first one or second one
always is pretty good and
then everyone figures it out and then it just comes like diminishing returns over time and
then it just got to the point where it was just like fuck me but like when when we were speaking
to the kaito team it's like they you're basically like on the back end you could optimize for the
likes of who was like in in a circle ct or the ones who they'd put on this pedestal and quite
rightly so the people who've been around for a long time weren't just generating slop through ai and that
was like a signal player or you could have a noise player and what do you say to you on the interview
like everyone was optimizing for the noise nobody wanted the signal and arbitram were like one of
the ones that went for signal over noise didn't they and then and yeah and i don't want to go
over old ground you know we talked about this a lot on previous shows but a lot of noise, didn't they? And then, and yeah, and I don't want to go over old ground. You know, we talked about this a lot on previous shows,
but I,
a lot of those guys as well,
though,
who were on in that villa,
shit coin,
private group,
FNF.
Yeah.
And by the way,
I was going around friends and family.
Like it's,
it's,
it's,
it's a load of fucking shit.
Like it's going to be hilarious when they're all just sat around the table
with each other for the first time and realize that they're all just
fucking pinching money from each of us pockets.
Like I don't want to watch the trench house now.
Yeah.
It's going to be like some,
what was that Stanford prison experiment?
It's a fine,
it's a fine line,
isn't it?
With this type of content in like,
think about some of the stuff that we do,
like some of the IRL content that we put out
over the past year or so.
It's a fine line with getting that right, I think,
in terms of what is against the culture and ethos of what.
Like, Dee, as you're saying there,
your first impression is looking at those guys in that villa,
bragging about this huge
mansion that they're in in bali yeah it tells you everything you need to know man like anything you
guys do in real life is going to be like fundamentally different than anything those
guys do literally anything those guys do in real life yeah it's that simple you know yeah and i
think i think that it what another you know a point before we move on from this as well is when, you know, when you talk about shitcoiners and memecoiners, I think it's important to state that specifically we're talking about the Solana ecosystem.
Pump stuff.
Pump stuff.
Not back in the days of high gas fees.
It was so different.
I was just thinking about that the other day, man.
It's sad that like, that's what we're going to remember meme coins as now
instead of Doge or whatever.
Yeah, they were fun back in the day.
Yeah.
I remember trying to get in.
$300 for gas.
Yeah.
I just wonder if anybody knows how to launch a coin anymore
without a launch pad.
We lost that technology.
It was almost better when there was the jeopardy of getting rugged.
Hell yeah!
You still get rugged, but you automatically get rugged on Pump.
At least you had a chance on Uniswap of fucking running it up.
Everything on Pump is a rugged. Everything.
Yeah.
Fuck.
We probably don't need to waste any more time talking about this.
No, no, no. Sorry, sorry.
That's a note for myself
because i could easily like just run over this topic over and over and over again if i feel
like unbelievably old and reminiscent when we talk about each of kinds and what that was like
and like launching stuff and providing everything like holy fuck like i mean one thing i will say
is they're on dangerous ground like publicizing that in in indonesia a place i've spent a very very very
long time that is what do you think i think it's the stupidest fucking thing that anyone's ever done
for multiple reasons that it'll be really funny like however it shakes out should be really funny
though maybe i will watch a little bit of it i think we have to now don't we've spent enough
time talking about it that we have to um right okay so just before we went live everyone this week
has been talking about the satrini article now when did this go live i'm gonna actually go back
i've got so much shit bookmark this was on the 22nd of february which puts that on
uh sunday right fucking hell time moves fast yeah it's been a long three days now the
gist of this is satrini research basically the published um they put it as like a speculative
memo from the future of what would happen as if it was like it's june 2028 and it's basically a
retrospective piece on how ai is just completely decimated the global economy it's it's and it's basically a retrospective piece on how ai has just completely decimated the global
economy it's it's entertaining it's absolutely horrifying um because it's very very i mean it's
just if you read it word for word it's uh anyone that spends like a lot more than five minutes a
day thinking about the implementation of ai or even using the tools that I'm assuming
all three of us on this call use every single day.
It's probably a conclusion that many of us have come to.
Yeah, I thought when I read it, I was like,
I think, yeah.
Yeah, you kind of like white collar work and everything.
Like how the hell will it survive?
Like nevermind just admin jobs, right?
But realistically it's,
and Michael Berry is like shared it,
obviously loves that kind of shit. And then it just grew. admin jobs right but realistically it's and michael berry is like shared it obviously
loves that kind of shit um and then it just grew up to hammer everything he sees a nail
yeah yeah and now it's sitting at the time of recording 27.3 million views this fucking thing
wow which yes i mean the white house did not need to amplify that like addressing it just just makes it obvious that you guys know that's what's going to happen.
There's no way that's not going to happen.
Go further down that point about the White House addressing it.
Yeah, well, they wouldn't even give it the time of day if it wasn't obviously what they know is going to happen.
And all of these people, all uh all of these like real world people
uh from outside of our sphere that started like commenting on this really made me wonder if it's
not going to happen faster than we think because like clearly uh clearly everybody's kind of
looking at this very uncomfortably right now you know yeah it's right and and what we're going to
do is um because we keep getting told we've been too depressing recently.
And I agree because things have been like relatively bleak.
So I'm going to do my best to give the other side of the coin.
But like some of the things that jumped out in this,
and I made some notes so I wouldn't forget,
is obviously this concept of like ghost GDP that is mentioned throughout,
which is like output that shows up in national accounts,
but never circulates to the real economy.
I.E.
Claude isn't going and buying a fucking flat white from over the street.
You know what I mean?
Yeah.
There's the intelligence displacement spiral,
which is like a negative feedback loop where each round of AI driven layoffs
funds the next one.
And then the SAS reflexivity point,
which we're already seeing, by the way,
those of us who are friends that are working for you,
Figma's, and you're this and that.
Get rid of it.
Like, I mean, all this is meant to me.
Like, this is the first step on the road to a post-care city world.
Like, 90% of jobs don't need to exist anyway.
Like, how many jobs are email jobs?
How many jobs are email jobs?
Seriously, most of them like
yeah i mean like would those people not just be happier getting ubi you know that's free
post-carecy i'm not even kidding no i know you're not that's why i'm just letting you riff yeah
yeah i mean it like uh i was a big doomer on ai and then i realized man like i don't think most
these people are happy working like uh they could maybe like
find a better like use for their time in their life you know um i do think a lot of people though
like don't have sort of a life and they just like kind of live off of work and i think those people
are gonna really spiral um like my dad when he retired from like being a corrections officer he
like grew a beard and like sat around for six months. He was like, fuck, I'm going to work.
Then he went back to work somewhere.
Those people are, yeah, fucked.
They're going to have to make up jobs, like fake jobs.
But other than that, though, seriously,
I don't see how any of this is anything but good.
Right, so do you mean anything that is being proposed
in the Citrini piece or anything,
the AI leading to this decimation
of the global economy?
Yeah, like the second part,
the decimation of the global economy.
I didn't read the Cetrini thing that deeply.
Yeah.
Time for that.
Yeah, it was fucking long.
If I'm honest, right,
that was one of my bullish takes from it.
I was very, very happy that so many people
had read something so long.
And I know that people were
probably asking claude and whatever what's a tldr of the tldr of this fucking tldr that's pathetic
i read the full thing i did i read it too i was kidding yeah like but i absolutely guarantee a
lot of people like are just far too um trying to yeah moronic to um to have read this full thing
there were some things that like came out to to me, like that, ironically, it was like,
sort of this, these companies are going to eat themselves.
And that like the ones that were most threatened by AI, eventually be ones that became the
most aggressive adopters, right?
You know, like whether it's SaaS or this, that, and the other, but fundamentally we
could riff all day about the, the negative potential impact of this.
Like, as you're saying, Dee, about like the White House getting involved and all this kind of thing.
But some positive counterbalances, right?
Now, beyond it being a thought exercise and far from – I mean, they're saying it's not a prediction.
You don't write something as thought.
Yeah, that's like very directly a prediction.
It's literally a prediction.
But historical precedent does actually go against this, obviously.
Now, a few examples I heard here is Tom Lee's flash-frozen food analogy.
Farming went from 30% to 40% of jobs to 2% to 5%,
and the economy didn't collapse, it just reallocated.
Every major technological disruption has allocated more jobs than it destroyed just different ones the article
treats ai purely as labor substitutions same economy minus humans completely ignores about
what abundant intelligence creates ai applied to science grows the pie new drugs new materials
new energy solutions fusion research biotech breakthroughs climate solutions all like look we had ltr on the
other week and i know exactly what he'd be saying if he was here he'd be agreeing with everything
that is said here so let's talk about it this way um because we also know that bad news sells
since since the beginning of time right like Like Alex Kruger put a post out.
Let me see if I can find this.
I'll share it on screen here.
Right.
Alex Kruger put this out.
Doom porn is the only industry
where product sells more,
sorry, product sells better,
the more retarded it becomes.
And the best sellers being Citrini,
Michael Berry and Doomburg
and all this kind of thing.
So let's bring about some positivity, lads.
Medicine. I mean, like they're going to cure everything.
It's going to be quick. The art, like our parents might not like get Alzheimer's
and like all these horrible diseases that we've seen our grandparents suffer
from. Like, I mean, that, that alone is worth literally all the jobs.
Like, you know, imagine the horror of like watching a loved one.
Like, you know, I horror of like watching a loved one like you know i mean i can't so like
the pace at which i think medicine and other like actually life improving things will move forward
and have them like uh is worth all yeah 100 yeah i think i think that's totally true that's my
that's my like previous life thought coming into this as well and we're still kind of at a point apart from like far-flung clinical trials or certain
you know stuff that they've managed to push through that has a wide enough demographic to
actually make it sustainable to actually produce at mass scale but personalized medicine is
something that's been going around in scientific literature for so long it's just like how do you physically get there and now with
this unlock it becomes truly possible um does that open the playing field up for a lot more
people that are going to be working on the operation side there i think so um like i
retweeted taking the piss a little bit earlier about the woman who used to walk around
on a morning and her job was a knocker upper where she used to literally spit frozen peas
at people's window to wake them up for work like yeah so she got replaced by alarm clocks funnily enough
we can't imagine what the future looks like with like the abundance of information technology and
that being just completely democratic and the access to it being available for basically everyone
even as costs come down um it's like the way i was trying to describe it it's like when you walk into a new area on
the map on gta and you don't have absolutely no idea what's going to be like confront you
so like i was trying to sit here with the lens of what where the reality that we're currently
living in trying to project what the future is going to actually look like when we have
absolutely no fucking idea impossible yeah i mean black plague man like uh like humanity has like made it through so much
bullshit uh we created this one like very like our smart people created this one too it wasn't
like just retards um i'm pretty sure that like all of google and like whatever like smart people
probably are trying to optimize against
like grey goo, like Skynet scenarios.
You know, that's just
fantastical bullshit. It could happen.
Of course it is.
You can get hit by a fucking, you know, a meteor tomorrow too.
Yeah.
But just as bear markets
are funnier, it's easier
to talk about what will and could
probably go wrong. And if it does,
and as Ltr would say again
it's like well we're all fucked anyway so yeah you got yeah you got to be on the right side of it but
um you also got to be a fucking miserable cunt all the way there so i mean i remember when i was
at university they used to say when you guys graduate like the jobs that you're doing might
not even exist yet and i was thinking just as we've been chatting here i'm like sitting online streaming with my mate and a frog called big d senpai let's go yeah this job didn't exist
when i graduated no it didn't it's not this cool job you're not gonna replicate us but i do i do
want to bring attention to this though because i think a lot of people actually missed this.
So basically, this guy, Michael Block,
who we are actually trying to get on to have a conversation about this.
He's like a partner at Quiet Capital, like a VC firm.
And he wrote a piece which is sort of, it's a complete counter to everything that is in the Cetrini one.
It's the 2028 global intelligence boom, right?
And the gist of this is that the key points that he makes throughout because everyone loves a tldr tldr is
that it's like the description was transitional not structural structural sorry so he argues that
like the white collar turbulence of like late 26 27 was real but it lasted about nine months and
not nine years as the article says and it sort of argues that look like the world will correct itself eventually it says the mortgage crisis never materialized intermediation didn't
die repriced so visa and mastercard saw per transaction interchange compressed but total
transaction volume actually accelerated because when every purchase is optimized people buy more
things just at better prices um and they say and he also says the government fiscal hole was shallower than feared um so i guess the core framing is that the economy didn't
need an emergency rescue because the emergency was shorter than the policy response time so
look i would encourage you to go and have a look at this as well if you've been feeling a little
bit freaked out by um by the whole satrini thing as many people have because you don't get 27 million
views on a 30 000 page report without stoking fear so if you're not already using ai in your
day-to-day operational tasks and everything and you're watching this stream i don't know what the
fuck you're doing by the way i would i would hazard a guess that if you're watching Blockmates, you're probably using a lot of these tools already.
But is the overall message that it's probably not as bad
as we maybe think it's going to be?
Or D, do you want to just talk about, yeah, massacre,
white collar jobs because fuck email people?
I mean, like, they're just going to be happier doing whatever comes next.
Like, it can't be as bad as an email job, you know?
I think about Serbia and
Bosnia and stuff. You go to Serbia
and it's a nice place to be right now and everybody's
happy and stuff. But 20, 30 years
ago in the 90s, they were just
in a horrible situation.
Just terrible, terrible. Tons of people that
are alive there right now remember that.
But they also have nice lives now.
Humans are very, very,
very
able to deal with this kind of stuff.
You know, it's just it's happening in a way that like most people don't understand.
And it's being like sort of pitched because you're right, like bad news sells.
It's being pitched as like scary and stuff.
I just don't I don't see the big deal, man.
Yeah. Right. Well, let's have a jump off there so um if you're still here the last thing we're going to talk about a fucking hour and 57 minutes is the whole anthropic uh white house thing that's
going on at the minute um have you been following this d before i get into the context i actually don't know what this is no okay well
i think it's interesting um right the let me give some color to this right so basically uh the
i get the pentagon and the white house let me try and find the notes that i've made because i've got
like shit loads of screens and things around here. I think it was like last summer,
they basically awarded like $200 million
contracts to Anthropic,
OpenAI,
XAI, Google.
And Anthropic's
Claude is the
first and still currently the only
one that was cleared for use
on like classified military networks,
right?
Like, defense official considered it the most advanced and secure.
Then Claude has been used for intelligence analysis,
military planning, and routine Pentagon operations.
It was actually apparently used to capture the Venezuelan president in January.
Obviously, it's still a bit of a black box of information, as you would expect, and I feel a lot more comfortable
with not knowing that information.
Yeah, I don't need to know about it.
I don't need to fucking know about it.
Lord Capri Maduro, make no mistakes.
Oh, yeah.
I already find it hard enough
stepping out the building on a morning.
I don't fucking need to know
how they're doing this shit.
But now that the Pentagon is demanding
that all four labs must agree
that their models can be used
for all lawful purposes,
which means no restrictions, no case-by-case objections. Now, OpenAI, Google, and XAI have
all agreed on those terms. Anthropic being the only one that have said no. The two red lines
that they're arguing is there should be no mass surveillance of Americans, and they argue that
there are no laws or regulations yet governing how AI could be used for domestic surveillance.
So it's a legal gray zone with enormous abuse potential,
no fully autonomous weapons.
I mean, it's all going to happen anyway.
Yeah.
They made the Patriot Act.
They kept spying on us, like, you know.
Yeah, they believe AI isn't reliable enough
to make kill decisions without a human in the loop.
They have been willing to negotiate on everything else.
They're not entering military.
They were just the first to deploy classified networks.
And these two specific use cases are their hard limits.
So Pete Hegseth, right, who is the defense secretary, it is.
Dee, you're a yank how would you describe pete
hegseth he's just kind of uh yeah i don't know my mom likes him um you know um he's just yeah
he's pete hegseth like yeah right so he's basically this guy i mean mike was saying earlier as well as like videos of him
like uh like benching fake plates and stuff to insinuate that he can like lift more than
his fucking body mass suggests can you imagine how small it is like oh my god
that thing's gotta be shriveled up boy i'll tell you um yeah right god it's it's so entertaining this but right so the
obviously as i've said it's the only one um that have said no they're antropic said no right yeah
antropic have said no they're chads dude i like them yeah they are and i'm gonna add to this is
the you know i think i think we probably sound like we're stuck enough at the minute but i don't see how you couldn't be on anthropic side here yeah no real pete hegseth has said
that he's going to give them until 5 or 1 p.m this friday to agree to the pentagon's terms
5 or 1 motherfucker or he will cancel the 200 million million contract, label Anthropic a supply chain risk,
which is a designation normally reserved for foreign adversaries
like Huawei and Casper Sky,
which would force every Pentagon contractor to certify Claude
isn't in their workflows and invoke the Defense Production Act
to force Anthropic to comply, which is a law from the 1950s
designed for wartime manufacturing and
used during covid for ventilators now being potentially used to bully a chatbot company
um chatbot company is a bit of a stretch when the previous segment was talking about how it's
gonna fucking wipe off 99 percent of all jobs on planet Earth. Yeah, and autonomous fucking nuclear weapons.
But right, so this is actually what I think was interesting here.
So there's a political dimension to this here.
Now, I wasn't aware that...
Sorry, there's been like an ideological current running through it.
Like David Sachs has basically called Anthropic Walk AI,
which is fucking hilarious, the way walk ai it's
fucking elon's best mate paypal mafia yeah talk about a circle jerk jesus um
there's just so many conflicts of interest going on here and the anthropic team are obviously getting inundated with support from i mean i think
even vitalik has put something out today as well more than 200 million dollars worth of support
that's for sure yeah uh vitalik tweeted it will significantly increase my opinion of anthropic if
they do not back down and honorably eat the consequences for those who are not aware so far
they have been maintaining the two red lines of everything I've just described. IMO, no fully autonomous weapons and mass privacy violations are things we want less of,
so in my ideal world, anyone working on these things gets access to the same open-weight LLMs as anyone else,
and exactly nothing on top of that.
Of course, we won't go anywhere near close to that world,
but even if we get 10% closer to the world, that's good,
and if we get 10% further, that's bad.
I'm sick of the sound of my own voice here.
Do you want to chip in, Grant? Yeah like it's inevitable what's gonna happen so yeah but
like having a having a big company that everybody knows take a stand like that is like is really
cool and important and i think like i think it's just a good reminder that like uh that like
you know fed ai and all this like fed technology isn't just the only thing out there.
And not everybody can be like bot,
you know?
I mean,
everybody can be bot,
but like not everybody can be bot bot.
I mean,
the,
the end result is going to be the same.
They are going to bend the knee or they will cripple them.
But even from a PR perspective,
whilst everyone has,
has kind of like bent the knee
at the first signs of any pushback.
I guess they have a fiduciary responsibility
to bend the knee.
Yeah.
Because they do have like, yeah.
So I guess they can't not.
They'll cheer them up once at the moment.
It's impossible.
You're not going to be able to operate.
I hope they don't.
I mean, I would love to see them not. Like that would be Chad for sure. I just don't see a world where that's impossible. You're not going to be at the opera. I hope they don't. I mean, I would love to see them not.
I just don't see a world where that's possible.
It's the designation. It's getting designated as a foreign,
which is really fucked up.
That is where they can't have that.
They can run the media machine and turn them into public enemy number one overnight.
Yeah, for sure. People don't know nearly enough about the space,
especially Anthropic. It's just not on your dad and mom's like you know household
name yeah it's not not like look it's even optics wise even claude v chat gpt right worlds apart
yeah like in terms of people just generally understanding off the street if you are if
you said to someone tell me what's a term you associate with AI,
they're going to say Chargipit.
They'd probably even pronounce it wrong.
They're not going to say Claude.
And I think that some of the arguments
that have been made as to why it's a stand-off,
stand-off, I should say,
is because Anthropic is hardly financially dependent
on this Pentagon contract, by the way.
They've just raised, fuck, what is it?
Another billion, 30 billion?
Yeah.
Their revenue numbers were absolutely fucking insane as well.
Like they do not need that money and they're not dependent on their contract,
but it's like, it's the, yeah.
I mean, it would really fuck them up.
You need to be on the inside, but it's going to be fair to play.
Yeah.
And if they're going to do, that's a good point too.
If they're going to like,
if they're going to be able to influence like the government to be slightly less evil like the way to do that would be like on the inside exactly exactly if you're
not what's i saying like if you're not at the table you're for dinner or something like that
like so is that how you think this ends up playing out then the bend the knee and then they just
become pr's done.
We're the only ones who stood up against it.
We've came to a compromise.
Compromise is everyone walks away a little bit dissatisfied
and then the news cycle turns over.
They release a feature that wipes out another $100 billion worth of shit
off the stock market and then we all just move on together.
Or Dario puts like a super
prompt in and says claude make me a new government make no mistakes and then i would vote if i would
get a fucking vote yeah i i do i think that i mean from an optics point of view all the threats that
they're making about you know making them a foreign entity and all this kind of thing quite
literally fly in the face of everything that was promised by this administration to make yeah oh i mean like you
know we're crypto so we know like the first thing they did in this administration was like break
promises to us yeah yeah i mean holy shit and you're speaking to two brits here as well by the
way i'm tired of winning it's crazy man like uh when i talk to like rl family members and friends
dude they don't know about like world liberty.
They don't know about like any of this shit that's going on.
It's, it's usually I have a pretty good idea of how inflated,
like some technology thing is, you know, in our space versus IRL.
But it's crazy how little they know about any of this shit, you know?
Yeah.
I mean, we haven't even covered the whole usd1 thing this week and
the tweets and the dpeg and
uh well on that note it's an hour and seven minutes so what's the takeaways here then
if it's meteor tomorrow what did you say we're all going to die we're not gonna die it's gonna
be fine i predict there'll be a happy and prosperous future.
We even changed the intro song this week and played Will Smith, Wild Wild West.
That's why I was lit. That was really cool. I was vibing to that.
Yeah. D, what have you got going on, brother?
You want to tell or are you just shitposting online still?
Just a little bit of shitposting yeah um like i
said i i have uh i have as yet undisclosed uh uh secret business here in new york city today
so maybe some announcements you know i'm excited to go off air and hear what that is
yeah yeah and for you to turn your camera back on when uh when you're not live because you did
tweet saying that you do a big meat reveal at the end but you've obviously broken that from us as well
live from new york
oh who gives a shit man thanks D thanks
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