Ben Shapiro exposes a "new left" coalition including Tucker Carlson and Nick Fuentes, alleging their anti-American, pro-Putin agenda mirrors traditional Democrats like Zorah Mamdani in seeking to destroy the GOP and Constitution. The discussion critiques Luddite opposition to AI innovation championed by figures like Andrew Lonsdale, contrasting it with Jensen Huang's productivity arguments, while detailing a potential U.S.-Iran deal involving sanctions relief and uranium freezes following Operation Epic Fury. Ultimately, the episode argues that unchecked radicalism and regulatory overreach threaten American exceptionalism, economic growth, and national security. [Automatically generated summary]
There is a threat to the continuing political dominance of the right in the United States.
And that threat is the new left, people who have been pretending to be on the right for years, but who are now increasingly going mask off, anti American, anti decency, anti conservatism, allied with the Democrats.
Some of us have been predicting this for years.
Tucker Carlson, Candace Owens, Nick Fuentes, Ian Carroll.
These folks are on the same side as Russia's Vladimir Putin and China's Xi Jinping.
Also on the same side as Hassan Piker and Chen Qigar and Hakeem Jeffries and Chuck Schumer and Bernie and AOC and Nohan Omar.
And they're not hiding it.
If Republicans lose the 2026 elections big, they will be a big reason why.
But there's something even more important happening.
These folks are spearheading a movement to destroy the country, to take down what makes us powerful in the world and free at home.
If they succeed, America loses, which means the world loses.
This is the Ben Shapiro Show.
So, what do you call a person who thinks that the Constitution is old fashioned and it's antiquated and we should probably just dump it?
Or who thinks that America? Is truly a nefarious evil force in the world, that America's military, human rights violators.
What do you say about a person who sides with Russia and China and Iran and Venezuela, or who believes that capitalism, free markets are corrupt, and that government power is probably the solution to our problems, or a person who believes that Americans can be divided based on race into victims and victimizers?
Well, if that sounds like somebody on the left, you would be correct.
But that is also a lot of people on what we have termed the horseshoe right and what we are now going to call the new left.
Because these people have nothing in common with traditional conservatism.
And they have nearly everything in common with their new friends on the left.
Their Venn diagram with the left is a circle.
And this new left is working with the old left in order to destroy the Republican Party and in turn the country.
So let's set the stage here.
If you love America, what you love about America is probably the things that make America America individual freedom, private property, traditional institutions, churches, the Constitution of the United States.
In the end, what you love about America is that anyone can succeed in America because you need all of those things to be successful.
Anyone can in America if they make good and responsible decisions rise.
Here was Secretary of State Marco Rubio, the son of Cuban immigrants.
His parents came to the U.S. in 1956 to seek opportunity and avoided living under the communist hellscape now praised by people like Bernie Sanders or Hassan Piker.
Well, now Marco Rubio is Secretary of State of the United States.
I mean, my hope for America is what it's always been.
I think it's the hope I hope we all share.
We want it to continue to be the place where anyone from anywhere can achieve anything.
Where you're not limited by the circumstances of your birth, by the color of your skin, by your ethnicity, but frankly, it's a place where you are able to overcome challenges and achieve your full potential.
I think that should be the goal of every country in the world, frankly, but I think in the U.S., we're not perfect.
Our history is not one of perfection, but it's still better than anybody else's history.
And ours is a story of perpetual improvement.
Each generation has left the next generation of Americans freer, more prosperous, safer.
And that is our goal as well.
But it is a unique and exceptional country.
And as we come upon this 250 year anniversary, I think we have a lot to learn and be proud of in our history.
It is one of perpetual and continuous improvement, where each generation has done its part to bring us closer to fulfilling the vision that the founders of this country had upon its founding.
That's a pretty damn good working definition of American exceptionalism, because it turns out America is exceptional.
We have a different system of government here, we have values that are different from any place else on earth.
America is indeed exceptional.
But There are a lot of people who live right here in America who actually hate America at home and abroad and believe that America must be fundamentally changed or replaced.
Certainly thought America's enemies, people like Vladimir Putin's brain, Alexander Dugan, agree.
Alexander Dugan, we've discussed on the program, sort of the philosopher of Putinism and beloved by many members of the new left.
Over on X, he wrote Look, is there at least one argument why the U.S. shouldn't be erased from the face of the earth?
Dems, globalists, are utmost perverts, Epstein.
GOP equals idiots, Epstein.
Trump and Zionists of all kinds, maniacs, pedophiles, Epstein.
Is there some other argument?
If not, you are doomed.
Or suggesting that Americans are stupid slaves, as he did.
Yesterday on X, you are not the people.
You are stupid slaves on Epstein's menu of cruel cannibal elites.
You are eaten.
Your brains are.
It is why you watch Euphoria, because all of you are perverts.
Disgusting civilization.
No reason to exist.
Please die.
Well, people like Alexander Dugan, believe it or not, have domestic allies in the United States.
Lots of them.
Many of those folks are on the traditional left.
People who are happy to mirror and parrot the propaganda of China or Russia or Iran.
People who range from Noam Chomsky of the old school to, say, Hassan Piker.
But they have a brand new set of allies as well.
People who masquerade as conservatives.
But actually, I agree with the fundamental principles of the left.
That is why we're calling them the New Left.
And again, I've warned about them the Horseshoe Right, the Woke Right, the Grievance Party for a long time.
Back in December, I gave a speech at the Heritage Foundation talking about how conservatism requires ideological borders.
Here's what I had to say The conservative movement also requires a border.
A conservative movement without a border is no conservative movement.
We are a welcoming movement.
But those who seek to undermine the character of conservatism must never be granted legitimacy as voices of our movement.
Conservatism requires ideological border control.
American conservatism is a term with a definition.
We use terms because they have meaning.
Definitions, by nature, delimit, they distinguish.
And the term American conservatism has a meaning.
And I went on to discuss at Heritage at length Tucker Carlson's opposition to conservatism and to the Heritage Foundation.
Mission statement, which of course was kind of important because Kevin Roberts had suggested that he would critique Tucker Carlson when appropriate.
The silence is rather deafening at this point.
Here is what I had to say back in December.
Quote, the principles of free enterprise, limited government, individual freedom, traditional American values, and a strong national defense.
Those who oppose those principles definitionally oppose American conservatism.
That is just definitional.
Such people are not ideological allies, they are not part of the rich debate.
That is constantly ongoing between various strands of conservatism.
They are opponents, and they ought to be treated that way.
Which brings us to Tucker Carlson, who has become, by any honest assessment, an opponent of conservatism, an outsider masquerading as an insider, and destroying the character of the conservative movement in the process.
Now, lots of people have suggested over the past couple of years when I critique the new left that I'm wrong, that people like the Tucker Carlson's and the Candace Owens's and the Nick Fuentes's are actually on the right.
And that we have to somehow unify with them.
We need unity.
Well, this was, at best, wishful thinking.
It was, as Winston Churchill, a man that Tucker Carlson thinks was the actual villain of World War II, feeding the crocodile, hoping it will eat you last.
See, these folks have always been willing to unify on their terms.
You want them to back Republicans?
Well, then Republicans have to embrace a form of anti Americanism that differs from open leftism only in its view of who the victimized class is here in America.
They will slather some rhetoric about Christianity on top of their leftism, and then hope you notice that you will not notice that sleight of hand.
People like Tucker Carlson, who first completed reading the Bible by his own admission about two years ago and who spends his days attacking lifelong Christians like Mike Huckabee, or people like Candace Owens, whose biblical fluency is approximately equivalent to her fluency in speaking the English language properly, but has suddenly deemed herself poptress, or Nick Fuentes, whose version of Christian observance involves fapping to catboys and ranking people based on melanin level.
All these people are the new left equivalent of James Tallarico, the Texas Senate Democrat candidate who cites the Bible to trans the kids.
There's not a single mainstream Catholic or Protestant figure in America.
Who embraces their worldview?
Not one.
Again, they are just James Tallarico of the right, but they're not on the right.
They're on the new left.
And if they don't get what they want, then they just go home or they unify with the left, their natural allies.
Now, again, there's nothing new about this politically.
Splinter factions are always happy to ally with the enemy to foment their own ambitions.
The Nazis famously were happy to ally with the Soviets to take on the French and British.
We warned you.
And now those warnings are coming true.
I mean, they were always true, they weren't warnings.
They were just realities.
But now the mask is coming off.
The new left is now openly allying with the actual left in an attempt to destroy the GOP.
Coming up, we'll get to the new world order pushed by our enemies at home and abroad first.
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So, yesterday, Nick Fuentes, who calls himself America First, apparently America First means now being a Democrat.
He also admits, by the way, that the only thing keeping him going is Israel.
You'll notice that he is wearing a half zip for James Fishbeck, the Florida candidate for governor who is going to clock in well below 10% in the Republican primaries.
We'll get to that in a little while.
He says basically the only thing keeping him going at all right now is Israel because that's the point of unity.
That is the point where, again, the left and the new left all come together.
Candace Owens, of course, coming out and openly embracing, again, the sort of horseshoe here, the new left joining left, quote, we need to continue to fix the fracture between the left and the right.
We now know what true evil is it's us against the Epstein class and warmongers.
So, totally mirroring the language of Alexander Dugan.
And of course, that is indistinguishable.
from the rhetoric of, say, Hassan Biker.
Ian Carroll, who is her cutout, her mustachioed cutout, saying the same thing.
Quote, both sides are tricked into caricaturizing each other.
The left thinks the whole right wing is Ted Cruz.
The right thinks the whole left wing is Dylan Mulvaney.
In reality, the vast majority of regular Americans on both sides are regular and reasonable people.
The right and left represent two halves of a whole.
He can't spell the word halves, obviously.
Either one taken to the extreme is destructive.
Right now, we have both taken to the extreme and intentionally penduluming to keep us all at each other's throats.
What we need is balance, conversation, and solidarity between the rising right and left wing populist movements in the United States and around the world.
And of course, the new left and left are coming together around simping for radical Islam.
This is, again, one of the more astonishing aspects of the new left their sudden sympathy for radical Islam.
Candace Owens, of course, has suggested that she was bamboozled by all of the opposition to Islam into saying that she opposed radical Islam, but now she understands that she was just bamboozled.
The wool was pulled over her eyes.
Tucker Carlson has been doing precisely the same thing, simping for Sharia law.
And now Megyn Kelly is going to jump in on the act because, of course, that's where the clicks are.
Here was Megyn Kelly yesterday praising Tucker for gaining a younger Muslim audience and in the process trying to do the same herself.
Because once again, no parade has ever begun with Megyn Kelly at the front and no parade has ever ended without Megyn Kelly at the front twirling a baton.
Like he's gotten very, very popular lately, I read with Muslim viewers because he's been standing up for Islam.
You know, and I have to tell you, Mark, it's been something I've noticed just since I've gotten a sort of more clear-eyed on Israel that a lot of the anti-Muslim rhetoric that's put out there originates with people who are very, very pro-Israel who kind of need us to demonize them.
And I've taken a look recently at my own rhetoric on this to say, have I been manipulated?
I want to make sure I'm not getting manipulated.
But I think he's having a lot of Muslim viewers flock to him.
I know for a fact he has a lot of young men flocking to him.
And so, while he may have lost some contingent of the Fox News audience that's very, very pro Israel and pro Trump, and you can't say anything about Trump, for every one of those who leaves, there is another newer, younger audience member who does want to hear these traditional lines challenged and hear just new independent thinking.
I mean, I'm experiencing some of that myself, and Tucker probably times 10.
Actually, her own misperceptions about Islam were probably driven by, wait for it, wait for it, the nefarious pro Israel people.
And get those clicks, girl.
Well, here is the thing there are basically two strategies that the new left could use to take over the GOP.
The first is to win the battle internally against the GOP.
That requires burning down the GOP in order to take it over again.
But that's not going super well because it turns out that the new left is actually really, really unpopular inside the GOP.
By the way, also pretty unpopular generally.
So, take, for example, the Ohio primary last night for GOP governor.
So, Vivek Ramaswamy was running against a guy named Casey Putsch.
I know it's too on the nose, but this guy's name is Putsch.
Anyway, for those who don't know the reference, like the Beer Hall Putsch.
In any case, Vivek Ramaswamy had a piece in the New York Times during this campaign in which he took on this peculiar version of New Leftism.
And what he pointed out in this New York Times piece is that there was a, an idea, Groiberism, that suggested that American-ness is based on your ancestry alone.
That essentially it was racial American-ness.
And what he wrote was, American-ness is not a scalar quality that varies based on your ancestry.
It's binary.
Either you're an American or you're not.
You're an American if you believe in the rule of law, in freedom of conscience, in freedom of expression, in colorblind meritocracy, in the U.S. Constitution, in the American dream, and if you are a citizen who swears exclusive allegiance to our nation.
That seems like a fairly good description of what Americanism ought to be.
Meanwhile, Casey Butch was burning MAGA flags as of July 2025.
He put out a tweet Here was my MAGA flag.
This is how Trump voters feel.
How does everyone in America get their country back from all of these left and right?
Psycho billionaire.
So, right, he is the new left guy saying the same sort of stuff as the Tuckers and the Candaces and the Fuentes's.
His platform, still pinned to the top of his ex profile, says that he is the only, all caps, only Ohio governor candidate that's Christian, anti data center, pro Second Amendment, anti H 1B foreign labor.
So, in essence, not in favor of private property, not in favor of economic innovation, slather some Christianity on top of it, supposedly.
And this Is obviously a reference to the fact that Vivek Ramaswamy is Hindu, clearly.
Well, so how did it end up for Casey Putsch, who had the support of Tucker Carlson?
He was on Tucker's podcast.
The answer is Vivek crushed him.
Vivek won 82.2% of the vote in that Ohio primary.
Casey Putsch was stuck down at less than 18%.
And this seems to be mirroring the results elsewhere in the United States.
In Florida, for example, Byron Donald is running a very successful primary race against James Fishbeck.
Fishbeck is another Fuentes and Tucker endorsed candidate, and Fishbeck is running in the low single digits in terms of support, but he has a lot of Greiper support in the online netherworld.
So the New Left has another strategy.
If you can't just win outright, drive the GOP into the ground.
Blame the people who actually support the GOP for its downfall.
Blame President Trump.
Blame conservatism.
And then try to grab the remnants of the GOP and forge them into some sort of New Left coalition.
That would be, by the way, when the political Molotov Ribbentrop pact ends.
And Americans are forced then to choose between the Democratic Party left and the GOP new left.
That would be the goal.
Well, nobody is happier with the radicalism of the Democratic Party than our new left friends.
It's why they ally openly with Cenk Weigar and Hassan Piker.
It's why they mirror the rhetoric of Zoram Amdani.
See, here's the thing America is filled with moderates, meaning people who are center right.
And those moderates tend to swing elections toward the less crazy party in any two party system.
Well, that's not great for the new left because they're pretty radical.
That's not great for the hard left.
But if you are of the hard left or if you are of the new left, like the Tucker Candace Fuentes group, what you want is a binary choice between the new left and the hard left.
That's how you gain power.
That's the plan.
The first step, the traditional right, and basically anybody who believes in American exceptionalism must lose.
By the way, again, the mirror thing is happening on the left.
The traditional liberals, like traditional Democrats who kind of like America, the John Fettermans, people who like America but disagree about tax policy, they're being totally outflanked and destroyed by the left.
They're being ousted and wrecked.
And then they're pretending that they're moderates.
All right, coming up, the hard left is trying to oust the regular liberals from the Democratic Party, and they are doing so with some exceptionalism.
Extraordinary success.
We'll get to that in a moment.
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So, Rahm Emanuel, who wants you to run for president, Again, that's going to be an unsuccessful run.
He is steering toward radicalism.
He started off his campaign seeking supposed moderation on the trans issue, and now he's steering toward radicalism on pretty much every topic.
Well, he and Glenn Youngkin sparred at the Milken Institute Global Conference yesterday over whether or not the Democrats are radical with the Wall Street Journalist Gerard Baker.
It's going to happen in November, and it's going to come as a big shock to you.
People don't like corruption, they don't like the White House looking like eBay.
And you have sold, if it ain't nailed down, you've sold everything.
And they don't like a set of politics that goes from the rule of law to the rule of one man, and they're going to reject crony capitalism that is now the rule of what's happening at the White House, and you're going to get your comeuppance.
Now, you can say all you want about socialism.
I can tell you right now that's not where the Democratic Party is.
The most popular leaders in the Democrat Party today are now socialists.
The most popular leader in the Republican Party has sold everything that's not nailed down.
Take that ballroom and take everything that's going on with his kids.
With what the Secretary of Commerce's kids and with Witkoff kids, they are making money in this government, and you went into public service to serve good.
And so did you.
And now you're sitting here defending a party that wants to have some money.
And now, what the mayor of New York has made clear to my partners, and principally my New York partners, my New York partners, is that we need to double down on our bet in Miami because we want to be in a state that embraces business, that embraces education, that embraces personal freedom and liberty.
Okay, but the Democratic Party increasingly is not.
And in New York last night, Again, Zorhan Mamdani has basically decided that it is fine to harass Jews at synagogue if they are going to the synagogue in order to purchase real estate in Israel.
Because apparently it is sinful to buy real estate in Israel, according to Zorhan Mamdani, and therefore threatening people outside of Sheol is a good idea.
The New York Times tried to downplay this last night.
They said a few hundred pro Palestinian demonstrators gathered outside the synagogue parked east on the upper side, upper east side of Manhattan, after it was advertised as the location of the Great Israel Real Estate event.
What were they protesting?
They were saying that there's land being sold in the Israeli settlements.
Okay, so again, for those who don't know, Israeli settlements are just Jewish areas of Judea and Samaria, the so called West Bank.
It is not illegal for people to purchase a house in Efrat or in Neve Daniel or in Jerusalem.
Okay, but it was perfectly fine for Zoram Amzani to allow a near riot outside a synagogue, obviously.
Here's what it looked like.
At a certain point here, this protest turned into people shoving the actual dividers into the cops.
They started actually pushing up against the cops, trying to resist the cops.
The radicalism of the Democratic Party was on full display in a gubernatorial debate featuring seven candidates in California last night.
So there are a couple of Republicans in that race Chad Bianco, who's the Riverside County Sheriff, former Fox News commentator Steve Hilton.
The Democratic candidates ranged from former Health and Human Services Secretary Xavier Becerra to San Jose Mayor Matt Mahan, who's running as kind of a Quasi independent Republican, former Orange County Representative Katie Porter, who's a psycho, billionaire hedge fund founder Tom Steyer, who just blows out a couple of hundred million dollars every election cycle, and also former LA Mayor Antonio Villarregoza, who is, shall we say, not the brightest bulb in the basket.
Well, but the people on the stage, again, Tom Steyer, Katie Porter, these people are to the left of Karl Marx, somewhere to the left of Karl Marx.
So, Tom Steyer, who's made an enormous amount of money off the oil industry, now he says that the proposed wealth tax in California doesn't go far enough.
That's how crazy they are.
Remember, the wealth tax in California is driving billionaires out of the state because it is a tax on unrealized wealth in California.
So, if you own stock in a company, but you haven't sold the stock, They want to just grab a chunk of that as though you have sold the stock, which is crazy.
Here's Tom Steyer saying we need to do more of that.
Again, the Democrats are running right off the cliff, right off the cliff.
Katie Porter, by the way, she put out a pretty terrible campaign ad herself.
Katie Porter is famous for apparently throwing potatoes or something at her staff.
I mean, she's a wild person, Katie Porter.
She used to be famous for having a whiteboard that she would carry everywhere, and then she would draw little cartoons on it, and the media thought this was amazing.
Here was her terrible campaign ad that she put out.
I'm Katie Porter, and I'm not like most people who run for governor.
I actually get what you're going through.
A single mom of three kids, I know what it's like to push the shopping cart.
My minivan has almost 200,000 miles.
I have a grown kid who may soon be living on my couch.
To give Californians what they need, it's going to take standing up to Donald Trump, calling out greedy corporations, and stepping on some toes along the way.
Good job of the California governor to protect every single Californian.
The sanctuary state policy is designed to make sure that our state resources, the taxpayer dollars, the public servants that we have are focusing on doing their jobs, which is not cooperating.
With the federal immigration authorities.
These are Californians.
They contribute to our economy.
They pay taxes, and they're one of the only ways that our state has been growing in recent years.
Everybody getting hit with vegetables, rotten tomatoes.
Okay, I will say it's pretty funny.
LA is worth saving.
Okay, again, that's.
Gavin Newsom is the aristocrat, it's pretty fantastic.
So, Spencer Pratt running a very social media friendly campaign.
But again, the thing he's running on is normalcy.
So, this is the problem.
If you have a new left inside the right that actually is against normalcy, or is anti American, is in favor of foreign multipolarity, is in favor of bigger government at home, just controlled by them, and you have a left that is focused on precisely the same things.
That's a problem.
Americans just want normality because our future rests on us actually winning.
So let's talk for a second about the future.
The battle for AI right now is the battle for the future of the country.
The reason I say this is because AI is the driver of productivity.
It is the greatest industrial transformation we have seen, probably since the Industrial Revolution, it is greater than the information revolution, what is happening right now.
And there is an ongoing battle here that has foreign implications.
China is chasing AI.
Do you want China running the world?
If they win the AI race, they win.
And that's a real thing.
They're militarily dominant.
We're using all of their apps.
They are streaming their nonsense directly in your brain.
The left and the new left seem to be totally fine with all of that.
They're anti tech.
And the reason that they are anti tech is, again, because their idea is that America is a place in which an elite class of people are victimizing everyone else with their evil technology.
And the way you can tell is because they're rich.
So Tucker Carlson with Casey Putsch, remember, this is the guy who just got destroyed by Vivek Ramaswamy and that Ohio primary.
He was Tucker's candidate.
Here they were attacking self driving cars, which has been a bugaboo of Tucker Carlson for years.
I mean, I played you a clip of him doing this on my show back in 2018.
But that's something that's happening everywhere because if manufacturers or dealerships want more money, well, they want you to service with them.
If they make it so you can only service with them no matter what, well, then they're going to, in an authoritarian way, force you to let them make the money, which is frankly another method of control.
And when you start adding all of those things up, You just keep taking away all the power for the people before eventually you get to a point where, will you even be able to own your own car anymore?
And will you driving it be a liability to where if we have self driving cars, it just takes you there at the most efficient time that whatever the it wants you to, wants you to?
Yeah, self driving cars are an attack on human autonomy.
Okay, if that were the case, they would just legislate self driving cars.
And if they legislated self driving cars, they wouldn't need to do all of the technological things that Waymo and Tesla are doing right now in order to game for human drivers.
That's obviously untrue.
And it's just an anti tech perspective.
It's a Luddite perspective that is designed to tear down the innovative centers of the country.
They're in full agreement with Bernie Sanders, who is, by the way, in full agreement with the Chinese.
He's literally doing full scale events with Chinese propagandists on why the United States ought to undercut its own AI industry.
Because of the massive amounts of energy they use, power and water utility companies must build multi billion dollar infrastructure to keep up with the demand.
And these companies are not paying for their own energy infrastructure.
People's energy bills around the country are skyrocketing in order to pay for these AI data centers for them.
How do you ensure that AI doesn't do stuff we wouldn't want any system to do as human beings?
But the solution is not fighting innovation or destroying the path to prosperity in the name of some sort of populist revanchism.
There's a huge amount of AI doomerism that is spreading on the left and the new left, and it's rooted in the end in a sort of zero sum thinking that ends with Americans poorer and, in the end, more dependent on foreign powers.
If you want America to win, We actually need to win.
We actually need to win.
The big debate that's happening right now over AI data centers is truly kind of stupid.
Because the question is not whether we need data centers.
We absolutely need data centers.
The question is whether we want to undercut the AI industry utterly.
Sean Regan has a good piece over at City Journal, a project in the Manhattan Institute.
He says the relevant question is not how much water data centers use in total.
A data center could account for a tiny share of statewide water consumption and still trigger serious local conflicts.
If it draws from a scarce aquifer or competes with other users for a common supply.
Conversely, it could use a meaningful amount of water without much controversy if that water is acquired through existing rights, transferred from lower value uses, or returned to the system in ways that preserve downstream flows.
So, again, there are government policies that can help smooth the skids here.
But the bottom line is this AI is going to transform American economics, it's going to transform American industry.
And it is not something that we should be predominantly scared of, it is something that we should be predominantly excited about.
The way you know this, by the way, is that a huge number of Americans are using AI in their jobs today.
So, NVIDIA's Jensen Huang was speaking at the Milken Institute Global Conference.
And he points out that some of us, me included, have been worried about the possibility of an AI bubble.
Now, listen, I still think that open AI is going to be wildly overvalued, which is why it is speeding to market right now.
But as he points out, we are already starting to see the productivity gains from AI manifesting in profit margins of companies, particularly Anthropic.
Here he is explaining why we're actually not in an AI bubble.
In the last three to six months, both of these companies and most of the AI native companies have turned their gross margins have gone extremely positive.
Now, when you're making something and your gross margins are highly profitable, your goal is to make more of it, which is the reason why both OpenAI and Anthropic are just racing for capacity because they're Their tokens, these numbers, these intelligence that they produce, the margins are excellent.
And so they're excellent.
Cursors is excellent.
You look across the entire AI natives ecosystem, everybody.
And the reason for that is because finally, AI has become useful.
Now, his point here is that jobs and tasks are not the same thing.
You have a job.
Your job has a purpose to produce productivity.
For the company you work for or for a purpose that you want.
And the tasks in which you engage are the means by how you achieve the purpose of the job.
And those change over time.
My job is to provide you the best, truthful information as I see it.
My tasks over the course of time have changed.
I didn't have AI as a search tool before.
Now I do.
If you go back 20, 30 years, I'd have to go to a library to gather all the information.
Now I don't.
Does that change my job or did it just change the tasks that are part of the job?
And as he's pointed out, The reality is that the single biggest job creator in America right now is AI.
It is the building of data centers.
It is the hiring of new engineers.
It is the hiring of people in a wide variety of industries who know what the hell they're doing.
He says it's not that you're competing against AI for a job, you're competing against the guy next to you who has learned how to use the AI for a job.
And the alternative, by the way, this sort of Luddite, revanchist alternative is quite bad.
Joe Lonsdale, who's a major investor, he points out that.
If you kill AI, if you undercut American innovation in the name of some supposed common good, if you do that, what you are going to do is actually hurt people.
He points out that it's government regulation on innovation that in medicine has actually harmed millions of people.
It's literally led to the deaths of millions of people, Andrew, because basically there are all these new therapies, especially now, by the way, with AI that we could be developing.
But the trade off is like probably 100 to 1, right?
So there's a very famous story from 60 years ago where they caught some stuff that was killing people in Europe and saved them here.
And then they've used that as an excuse to make this massive bureaucracy that makes it cost 10 or 100 times more to do drugs than it should, which means there's tons of these new drugs you could be developing to save lives that we're just not able to do.
Like, I would be investing billions more to save lives, but I can't.
So the equivalent is terrifying to me.
The government is bad at these things, the bureaucrats are bad at these things.
And again, A broader worldview that hates capitalism and private property, and is using the unpopularity and the sort of doomerism around AI as a tool in order to sink private property and capitalism and to be very worried about the economy, for example.
Understand the op, understand what is actually happening right now.
Again, we can all say that there ought to be some regulation surrounding AI because the reality, even Joe Lonsdale, who's about as AI positive as it's possible to be, says there ought to be careful, narrow AI regulation.
You know, there probably should be some national agreement on regulation on new powerful models.
It should be as small and as narrow as possible.
Should not have the same bureaucracy.
You should make sure the government, from the start, has metrics on the speed at which it has to go and the transparency because you're going to have cronies.
You're going to have the big guys capture it.
You're going to slow it down.
Pharma loves the FDA against biotech.
It makes it too expensive for us to build our own pharma companies.
But the solution here is not to kill industries outright in the name of some sort of bizarre utopian vision in which everything is wonderful without innovation, without private property, without capitalism, without freedom.
What you really need is some sort of big man in order to cram down your version of utopia.
Okay, meanwhile, the latest in Iran.
So there is apparently an offer that has been put forward by the United States to Iran to end the war.
This is according to Axios reporting this morning.
Barack Ravid, who is always a target for leaks by the more isolationist wings of the Trump administration, he says the White House believes it's getting close to an agreement with Iran on a one page memorandum of understanding to end the war.
And set a framework for more detailed nuclear negotiations.
The U.S. expects Iranian responses on several key points in the next 48 hours.
Apparently, the key points that have been proposed include the idea of a sort of gradual ramping down of sanctions, a gradual opening of the Strait of Hormuz.
It would involve a 12 to 15 year complete freeze on the uranium enrichment in Iran.
And if there was any.
Enrichment that took place that would extend the freeze period.
Apparently, it included a provision that would force Iran to transfer the highly enriched uranium they already have out of the country entirely.
Iran seems to be squirrely on this, as per our usual arrangement.
Again, this is about the 36th proposal that has been put forward to Iran.
The IRGC does not want to give up anything because they believe the minute they do, there will be a rebellion in their country and they'll be toast.
Meanwhile, in the United States, Secretary of State Marco Rubio did a press conference yesterday in which he announced that Operation Epic Fury is over.
Obviously, Operation Economic Fury continues to be very much in play.
If we live in a world where a rogue state like this Iranian regime is allowed to claim as a new normal control over international shipping lanes, it will not be long before you see that happen in multiple shipping lanes around the world.
I can identify for you six or seven vital shipping lanes around the world that some countries can decide, guess what?
If Iran was able to do it, we're going to do it too.
We're not going to start charging tolls, and it'll get closer and closer to us.
Okay, but then the President of the United States.
Decided that this operation, Project Freedom, which was an attempt to get tankers through the Strait of Hormuz, would be put on temporary hold.
So he put out a notice late last night suggesting, based on the request of Pakistan and other countries, the tremendous military success that we have had during the campaign against the country of Iran, and additionally, the fact that great progress has been made toward a complete and final agreement with representatives of Iran, we have mutually agreed that while the blockade will remain in full force and effect, Project Freedom and the movement of ships through the Strait of Hormuz will be paused for a short period of time.
To see whether or not the agreement can be finalized and signed.
So, this had some people last night suggesting that we were in the middle of another taco, the Trump all these chickens out nonsense.
Well, the president then put out a statement this morning basically denying that and saying, well, you know, they're either going to go along with our deal or we could, you know, continue to bomb them into oblivion.
He put out a statement this morning suggesting precisely that, assuming Iran agrees to give what has already been agreed to, which is perhaps a big assumption, the already legendary Epic Fury will be at an end and the highly effective blockade will allow the Hormuz Strait to be open to all, including Iran.
If they don't agree, the bombing starts, and it will be sadly at a much higher level in intensity than it was before.
Thank you for your attention to this matter, President Donald Trump.
So, again, things stand where they've stood for the past several weeks, which is that we are choking off the Iranian economy.
If Iran caves, then we may have some sort of agreement.
If Iran does not cave, then there'll be another round of kinetic action against Iranian targets, I would hope, including Karg Island, which is their refinery capacity.
Well, meanwhile, some in Congress and in the media continue.
To militate against the president.
Marco Rubio at this press conference yesterday was asked by a reporter about Iran going nuclear, and he fired back at the reporter in this way.
I think the president, without trying to speak for him, but I think I can characterize it this way.
He doesn't understand why anybody, leave aside the Pope, the president and I for that matter, I think most people, I cannot understand why anyone would think that it's a good idea for Iran to ever have a nuclear weapon.
Look what they're doing with the Straits right now.
They're holding the whole world hostage.
They have these sailors.
You know, on commercial ships that are going to starve to death out there.
They don't care.
They don't care that this is melting down economies around the world, even of their own allies.
This is what they're doing with the Straits.
What do you think they would do if they had a nuclear weapon?
They would hold the world hostage with that nuclear weapon.
That's what they would do.
They would do exactly to the world with a nuclear weapon what they're doing now with the Straits.
And as Rubio points out, Cuba is getting weaker because, of course, they are not getting subsidized oil from Venezuela.
And another triumph of Trump foreign policy.
We can only hope that the next step in Venezuela, by the way, is that there is a transition to some new form of regime before Trump leaves office.
Because the thing about foreign policy, it switches every four years.
If a Democrat were to win office in 2028, then this is one of the big problems in Democratic politics the vision of an authoritarian can last for 15 years on foreign policy.
When it comes to democratic politics, very often the vision shifts back and forth.
You could see Venezuela go commie again and the American boot off the neck of the communist regime.
All righty, folks, coming up, we are going to get into the federal government going after the New York Times.
They're suing the New York Times for anti white bias.
We'll get to that in a moment.
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