Tom Bilyeu

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Tom Bilyeu > lawsuit allegations

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Now, as we go through the exact allegations, you are going to see yet again another mechanism by which money is siphoned away from the average person and shoved into the coffers of the elite. Here's exactly what I mean.

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Tom Bilyeu > K-shaped economy

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We live in a K-shaped economy that is quite literally driving our country. And when we turn over rocks and we find this kind of potential manipulation, it is absolutely driving us that much crazier.

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Iran's military > dramatically degraded

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Iran is continuing to be the core focus of everything happening in the world. More and more people have eyes on and Iran's strike capabilities by the numbers show that their military uh has been dramatically degraded and we'll be going through the numbers on that.

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The United States > Iran

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If you guys um have been somehow living under a rock, uh we launched a strike against Iran late on Friday um early Saturday morning their time. All hell has uh broken loose.

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The US government > inconsistent justifications

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They were talking one way about why we were going to war only to watch that then change. At first Trump was just saying this is all about nuclear. Then it was like psych just kidding because we had already taken out all of their nuclear capabilities. The reason that we went now straight from the mouth of your secretary of state he's saying well Israel was about to make a move and so we wanted to preempt them.

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The US military operation > economic factors

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I don't think anybody that can hear my voice right now is surprised to hear that I think this is all economic in terms of the primary driver. If you look at economics first, the thing that explains why the Iranian people are rising up, why the Iranian regime has to clamp down, all of that, it gets very clear.

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Political narratives > oversimplifications

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So, a narrative is always and forever going to be an oversimplification. It's also Trump may be like, 'Well, I really care about winning the midterms and I really care about making sure that we get the investment dollars.'

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The last 80 years > an anomaly in human history

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The only thing it's out of step with is the last 80 years. So this is how when people look at Bitcoin... And you look at humans and you go, 'For how many tens of thousands, hundred,000 plus years have we been these psychotic warmongers?' And for 80 years, we were chill. 80 years is the anomaly.

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The last 80 years > an anomaly

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The only thing it's out of step with is the last 80 years. And you look at humans and you go, 'For how many tens of thousands, hundred,000 plus years have we been these psychotic wararmongers?' And for 80 years, we were chill. And everybody's like, 'But 80 years is normal, and the rest is, no, no, no. 80 years is the anomaly.'

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Economic factors > current geopolitical conflicts

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But as you try to break them, you're going to go economic. As you think about how they're going to break you, they're going to go economic. And so what I'm saying there is not that religion doesn't drive people... It's just that right now what we're talking about is what and how. And so in the the context of how do you get out of this, it's going to be economic.

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Tom Bilyeu's confidence > risk of bias

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The things I am most confident on are the things that I have the highest danger on. So anytime where I feel just emotionally justified in going after like mom Donnie or I feel emotionally justified in going after Bernie Sanders or whatever, those are the times where I'm like, 'Okay, this is you at your most at risk.'

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Tom Bilyeu > Impact Theory

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Now, speaking from personal experience, I'm telling you this is true. We are seeing this same exact thing here at Impact Theory.

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Large companies > reasons other than AI

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as large companies uh have laid off people they've always done it under this guise of like um hey this wasn't really about AI like we had some other reason like any other reason other than AI making it unclear if the incredibly horrific 2025 job numbers were actually related to AI or not.

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2025 job market > cataclysmic low job numbers

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The jobs in 25 were horrifyingly low. And the only question is why? What is going on? ... We would expect roughly 150,000 jobs a month for a healthy economy. So to be at 15,000 is a big yikes.

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AI > displacement of disembodied intelligence-based jobs

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what are those disembodied intelligence-based jobs? Those are all going to go away. And it might be a better way to think of this. Those are all going to change dramatically.

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AI > human workers

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everybody's thinking, okay, if two million people are getting are losing their job and then we have another, let's say, 10 million people that are going to lose their job from all these other different industries because of AI. Who's going to be spending the money?

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AI capabilities > every 300 days

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Just as a reminder, AI right now doubles uh every like 300 days. So in less than a year, AI doubles in capabilities. That's insane.

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Perplexity AI's computer product > 19 different AI models

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On Wednesday, Perplexity AI launched a new product called computer. It orchestrates 19 different AI models working in parallel to research, code, and execute complex tasks end to end.

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AI software businesses > at risk of being disrupted

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If software is your business model, you are screwed. Same with large-scale data analysis.

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Jane Street > price of Bitcoin

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The price of Bitcoin was being manipulated by the same company that trained convicted felon Sam Bankman Freed of FTX fame. At least that's the claim in a recent lawsuit. The playbook Jane Street is accused of using to make that happen is a masterclass in one of the obscure ways that hyper sophisticated traders siphon money from everyone else via market manipulations.

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The financial system > transfer wealth from the average person to the sophisticated

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Jane Street's alleged manipulation of the Bitcoin market is but another case study of a known mechanism that nobody argues exists for how markets can be manipulated to transfer money from the average person to the most sophisticated. We live in a K-shaped economy that is quite literally driving our country.

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Jack Dorsey > approximately 4400 employees

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Jack Dorsey, one of the most prolific modern founders, has just laid off nearly half the staff of a company making more than $2 million in profit per employee. Jack Dorsey in a move that is prophetic, hear my words, is prophetic of what is to come over the next 12 months, just lopped off 4400 people from his company block.

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AI > white collar unemployment

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Anthropic CEO Amodi, who we're just talking about, he said a while ago that AI was likely to lead to roughly 20% unemployment in white collar jobs in the next year or two. So, that means we're talking in the next 12 to 18 months, given that he said that a while ago.

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AI > white collar unemployment

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Anthropic CEO Amodi, who we're just talking about, he said a while ago that AI was likely to lead to roughly 20% unemployment in white collar jobs in the next year or two. So, that means we're talking in the next 12 to 18 months, given that he said that a while ago.

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Dario Amodei > Department of War pressure to use Claude for mass surveillance

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Anthropic CEO Daario Amode refused to cave to the Department of War pressure to use Claude for mass surveillance on Americans. Shout out to my man.

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Large companies > AI efficiency

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In my opinion, it's really one of the first times that such a large layoff has been made where the CEO just said plainly, this is because we no longer need as many people because AI is just that good. Now, speaking from personal experience, I'm telling you this is true. We are seeing this same exact thing here at Impact Theory.

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Disembodied intelligence-based jobs > be displaced by AI

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Once you're in the computer, everything is just a bunch of if this then that statements. And so intelligence is all that you need... what are those disembodied intelligence-based jobs? Those are all going to go away. And it might be a better way to think of this. Those are all going to change dramatically.

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Humans using AI > AI operating autonomously

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There's a window of opportunity right now where humans using AI is still better than just AI on its own. And as long as that window stays open, people have a chance to enrich themselves by being a little bit faster to getting to the AI.

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AI > economy

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everybody's thinking, okay, if two million people are getting are losing their job and then we have another, let's say, 10 million people that are going to lose their job from all these other different industries because of AI, who's going to be spending the money?

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Impact Theory > business operations

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I spend 15% of my time thinking about how to change how impact theory is structured and operates because AI has already so profoundly changed the world. If we keep doing what we've been doing, we will die.

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AI capabilities > frequency

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Just as a reminder, AI right now doubles every like 300 days. So in less than a year, AI doubles in capabilities. That's insane.

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Software business models > threatened

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And let me say right to your face. If software is your business model, you are screwed. Same with large-scale data analysis.

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Perplexity AI computer > end-to-end task execution

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On Wednesday, Perplexity AI launched a new product called computer. It orchestrates 19 different AI models working in parallel to research, code, and execute complex tasks end to end.

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AI technology > replacing complex incumbent businesses

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Before anyone thinks that I think you can oneshot a business, let me say AI is not there yet. Not even Bloomberg can be truly oneshotted with all the things that they built up.

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AI tools > established companies like Bloomberg

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But AI is evaporating that moat in real time. When a $200 a month subscription can get you 80% of the way to the functionality of a multi-billion dollar company, you know, the world is going to change forever.

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Entrepreneurship > solving urgent problems for customers

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You should start a business that solves a problem that people already know they have that they would chase you down on the street to give you their money because you have made that problem go away.

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Tom Bilyeu > government surveillance

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I've got a whole thing we're going to talk about later on that the government is already pressuring Anthropic to use Claude for mass surveillance on us. Now, thankfully, they refused, but I assure you, one of these companies will break.

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Mexican government > El Mencho

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Things got very crazy as Mexico is now under siege after the leader of one of the largest cartels in Mexico was killed in a raid by the Mexican government. They were operating on US intelligence.

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Claudia Sheinbaum > the necessity of forceful action against cartels

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I am utterly shocked that anybody gets to her position in power and does not understand that a bully will continue to ratchet up their paramilitary arm if they see that there is a gap they can exploit. And this is why I say you need the left and the right.

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Mexico > an active military response to cartel violence

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But nobody has a right to torch everything uh to indiscriminately take over freeways. This is so crazy. Like I do not understand people that don't look at that and go, 'Oh, okay. Well, cool. We tried that and we've had however many decades of uh narco terrorism in our country. It's not working. We need to do something new.'

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Iran > nuclear weapons

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Now, if they really are a week away from having a nuclear weapon, you can't back off. That I will say I'm totally on board with the idea that Iran having nuclear weapons is just a hard line.