Will

@PardonMyTake we are getting carried away with Zac’s airtime, boys. Listening to that kid talk is like nails on a chalkboard.

@KyleKulinski Good luck loser… has Krystal mentioned that she is eventually going to divorce you?

This motherfucker meat rode Trump raw in 2024 with the most vibey group think politics humanity has ever seen. He can shut the fuck up forever.

@RealGlenMacnow Have you seen Supersonic??

Wife’s headed out tonight and I’m in the mood for a good documentary — preferably sports or music-related. Give me one I haven’t seen.

@megynkelly @piersmorgan Thank you @megynkelly (and @piersmorgan) for standing behind your principles. You are doing the right thing and it will be remembered.

@piersmorgan It’s a coordinated playbook. And it’s vile.

All these clowns were cheering me on when I supported Israel’s right to defend itself and asked pro-Palestinian guests if they condemned Hamas. But from the moment I started criticising the Israeli Govt’s excessive response, they branded me antisemitic and tried to cancel me.

@abierkhatib I don’t know if I trust this guy

“The Mossad actively spies on United States. At the CIA, Israel was ranked as critical threat for Counterintelligence along with Russia, China, Cuba and N Korea” U have some great ally, Americans

@ryangrim And you know her???

For context, Amy was following Phish, just so the record is complete

@ComicDaveSmith @krystalball @esaagar @ryangrim @emilyjashinsky It’s been tough to listen to Krystal opine on Every. Single. Subject.

Breaking Points with @krystalball and @esaagar has been phenomenal the last few weeks. It’s always great but it’s been particularly excellent covering the Epstein stuff. Best news show out there. @ryangrim and @emilyjashinsky are great too. You should follow them all.

@davidgross_man Yeah @esaagar … shut it

Mogged by Rick Steves

@JohnnyFDK @DrewPavlou @elonmusk Shut up, Johnny. He has given Ukraine free Internet since the beginning of the war.. so yeah, say thank you Elon and don’t be a little bitch about it

@DrewPavlou @elonmusk I mean, he could had done it 3 years ago, but better now than never. Thanks Elon?

Elon is saving thousands of lives in Ukraine right now. As a massive Ukraine supporter I want to thank you @elonmusk. You are saving the lives of thousands of innocent people in Ukraine.

@gnoble79 I didn’t read past the 10th word, but I assume you’ve shorted Tesla

SpaceX just acquired xAI in a deal valuing the combined entity at $1.25 trillion. Elon says it's about building "data centers in space." But let me translate what's really happening here... xAI is burning through $1 billion per month. The company generated $107 million in revenue last quarter while hemorrhaging $1.46 billion in losses. It burned nearly $8 billion in cash through the first nine months of 2025. That's not a business. SpaceX meanwhile generated $8 billion in profit on $15-16 billion of revenue last year. It's the ONLY Musk company that actually prints money. So what do you do when your AI startup is drowning in red ink ahead of your mega-IPO? You fold the cash-burner into the entity that can still raise absurd amounts of capital. And we've literally seen this exact thing before: In 2016, Tesla acquired SolarCity for $2.6 billion. SolarCity was bleeding cash, drowning in debt, and trading near all-time lows. Tesla - the only Musk company at the time that could access the capital markets - absorbed it. Wall Street analysts called it a "bailout dressed as synergy." Tesla's stock dropped 10% on the announcement. The SpaceX/xAI deal is the same playbook. Musk's stated rationale - that AI compute will be cheaper in space within 2-3 years - is the kind of thing that sounds visionary until you think about it for 5 seconds... SpaceX builds rockets. xAI trains large language models. These are wildly different businesses with zero operational overlap. Imagine Microsoft acquiring a cement and steel conglomerate and claiming "tilt-up concrete slabs are essential for data centers." That's the level of logic we're working with here. The real play is simple: prop up xAI's insane burn rate with SpaceX's funding access ahead of what could be the largest IPO in history. And xAI isn't alone in this capital-devouring spiral. The entire AI sector has become a web of companies cross-subsidizing each other's losses. OpenAI squeezes billions from Microsoft. Nvidia invests billions in xAI while selling them chips. Everyone's propping everyone else up. The investment thesis across the industry has devolved into: "Please keep the Ponzi spinning long enough for someone else to be left holding the bag." Meanwhile, the end product - AI - delivers marginal productivity gains for trillions in capex, soaring power costs, and balance sheet carnage. If these services were priced to reflect their true economic cost, most users would find negative value. But investors stopped reading balance sheets and cash flows long ago. The AI models probably can't read them either. What a time to be invested. So what's the play? AVOID the AI infrastructure complex. When everyone's propping everyone else up, you don't want to be holding the bag when the music stops. Look instead at sectors that have suffered from years of underinvestment: energy and commodities. While trillions have been funneled into AI infrastructure, capital spending in oil, gas, and metals has been starved. That's how cycles work - underinvestment leads to supply constraints, which leads to rising returns on capital. Tech has the opposite problem. Overinvestment is destroying returns. When you're burning $1 billion a month to generate $107 million in revenue, that's not a business model - it's a wealth transfer from investors to chip manufacturers. Emerging markets are also attractive here. They've been ignored while capital chased the Mag 7, and valuations reflect that neglect. The Mag 7 now represent roughly a third of the S&P 500. When this unravels - and it will - capital will rotate into the parts of the market where returns on capital are rising, not collapsing. Energy. Commodities. Emerging markets. POSITION ACCORDINGLY

@OunkaOnX @guy84179559 There is plenty of reason to hate Trump, but it’s weird that you value Epstein’s opinion like that.

Jeffery Epstein the guy who ran a child sex slave empire said Trump is the worst person I've ever met “I HAVE MET SOME VERY BAD PEOPLE, NONE AS BAD AS TRUMP.”

@kale_abe It’s called diversification idiot. How many Bored Ape NFTs did you buy?

Can we all just agree that David Sacks as “Crypto Czar” is one of the most disappointing performances in human history?

@BarstoolBigCat I hate to be a dick man, but I really do not enjoy Zach’s presence on the podcast. He is a nice kid, but he is not funny, he is extremely uncomfortable to listen to, he sounds like a slob, and he doesn’t seem to be working very hard… he got fired by his dad.

@KyleKulinski You are a miserable, disgusting, ugly little guy

So Alex Pretti got killed by a Hispanic guy desperately trying to be white and the world’s most obvious closet case

@krystalball What point are you trying to make @krystalball ?? Do your kids just sit there at the dinner table while you a Kyle (who is the same age as your kids) just scream into the ether about nothing?

More DEI fascism. Also worth noting both had years of experience and were not part of the new wave of recruits. Both from South Texas.

🚨 WATCH: Video of journalist Don Lemon's "unprecedented" arrest Just kidding... This is actually independent journalist Steve Baker — handcuffed by Biden’s weaponized FBI for daring to report on J6. Where was the media outrage then?

@RIKKISCHLOTT x.com/greg_price11/s…

Gloating about arresting journalists is peak authoritarian behavior, regardless of whether or not they committed a crime.

@cenkuygur x.com/greg_price11/s…

Did you think they weren't going to have an excuse when they began to arrest media who criticize Trump? So, Don Lemon walked into a church and asked questions - that's his crime? You let him set this precedent and politicians will get to arrest anyone who speaks out against them.

@AndrewYang x.com/greg_price11/s…

Arresting journalists is a terrible line to cross.

@greg_price11 @piersmorgan @KimIversenShow @krystalball

Reminder that Biden's DOJ arrested all of the people in this video under the FACE Act for singing hymns outside an abortion clinic. According to the left, this was a legitimate use of the FACE Act, but not disrupting a church service.