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what did your doctor give you to make you lose all this weight what is it what is your celebrity doctor giving you tell
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the truth people people on twitter are like your your twitter account sounding a lot more
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like jake out and i'm like i think we're on the same diet i think that's what's going on here
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[Music] and they've just [Music] hey everybody hey everybody welcome to another episode of the all in
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pod with us today of course the queen of quinoa and from his castle in italy the cackling uh dictator trim off paulie
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hoppetea nice gardenias and back from his big big battle his brawl unblocked and undefeated
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the rain man himself david sacks and judging by the comments uh i'd say dominant oh you read the
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comments just another sign of your obsession with how you're perceived rule number one don't read the comments
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we're not doing it again it shows because you're not listening to the comments so it makes sense
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oh okay go ahead and you've got your whole troll army how many people have you hired on your
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social media team to troll me from anonymous accounts on twitter now to prove your points
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now you're paranoid too all right i'm not going to don't be paranoid don't be paranoid anyway
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we've patched things up don't break the peace we have dayton all right so freeburg is busy
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uh writing tweet storms now um about the drought in california which seems to be
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uh just gonna be a really bad year basically so freeburg walk us through it how bad is california's drought gonna be
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this year so the drought is already very bad um i put out a lot of tweets at two in
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the morning last night i think i drank way too much caffeine yesterday i'm in the mountains and like the only way i
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can avoid having headaches is like drinking caffeine all day and it was a mistake it kept me up all night
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you're sure it's not fair maybe you're so excited about this that you so you know the the big tweet storm i
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put out at two in the morning last night kind of highlighted that there was a paper
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published in 2018 2019 that showed how you know north america particularly the western half of north
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america is in this you know mega drought that we haven't seen in you know 500 plus years
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and since that paper was published you know um in 2019 conditions have only worsened i we
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talked about this a few pods ago but like the snowpack level in california reached
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zero percent throughout the entire state by june 1st that has never happened before
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temperatures in british columbia as you guys know reached over 120 degrees for several days in a row
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last week which has never been seen in history in british columbia um you know there was a paper published
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today that estimates that over a billion animals and life forms were wiped out in
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the coastal region of british columbia because of this heat wave and the temperatures in in california
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are obviously excessive as well not as bad as they were last year but what matters most is that the
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moisture conditions in our forest land is lower than we've ever seen at this time of year
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in history and so this all sets us up and and the other kind of big consequence the high temperatures is causing an
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increased demand for air conditioners that's the big variable in power demand on all grids
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and the low snowpack means that we're not getting hydroelectric power hydroelectric power is down by 70
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percent in the state of california over where we were in 2019 because there's no snow that's melting
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causing the rivers to flow and about 11 to 15 of our state's electricity comes from
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hydroelectric power so we're gonna have more power demand we have less power available we have
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extremely dry forests um and so this is setting us up for a number of possible disasters this year
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and so rather than just trying to sound the alarm bells what i'm pointing out is
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that there may be some things that we should be thinking about doing to try and get
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ahead of some of the consequences of these um these big risks like you know having enough masks for people
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to breathe outside so we don't have to shut down schools and shut down outdoor work and all the
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things that might happen having community centers that have power available the state is scrambling to
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find excess power on the grid right now but um you know it just highlights that there's a moment
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here that is almost like where we were going into covid it may not happen but the probability is
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high enough that something bad may happen that we should probably start to get prepared for it
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you know we should probably be talking about the things we're doing to get prepared for it and we're talking about
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and we should be talking about the things we're going to do to make sure that communities are safe and people are
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safe and businesses can keep operating because if the state of california has 150 aqi which is the air quality index
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workers can't work outside and all the outdoor work which employs three million californians has to shut down
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and you know you kind of start to add these things up it's like what are we going to do as this happens not if this
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happens and we should kind of be planning for it and i don't see much happening in terms
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of planning and preparation and talking about the opportunity history rhymes because
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if you remember uh and this is all going into a recall election in the fall uh this was a different but kind of
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equivalent setup where you guys remember we were having all these blackouts and brownouts when
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uh gray davis was recalled and then schwarzenegger just swooped up out of nowhere and
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you know people thought ah that there's no chance and people were just frustrated because the quality of life
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took a measurable step backwards uh in the intervening six or nine months before
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the recall election and so it'll be really interesting to see how gavin newsom manages all of this because
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if he can't get the state's act together and you have all of these issues at hand and a credible
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candidate emerges um you could have some really interesting political fireworks in september a big
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part of this correctness from wrong friedeberg is that we live in essentially like a lot of
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desert area here in california and we just haven't invested in the desalination plants we have one
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that's come on since 2005 and i think there's another one in socal that was mothballed and
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they during the last round wanted to open it up again but we now have one in carlsbad the uh clawed bud
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lewis carlsbad desalinization plant that is now i think that cost us a billion bucks but
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israel correct me if i'm wrong is now they charge three times as much for water than we do so people
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take water seriously and they actually monitor their water usage and they have desalinization and they
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have more water than they need per capita well desal doesn't really solve a number
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of these problems that i'm highlighting you know the probability of the the forest land
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on the west coast not just in california but all up and down the west coast catching on fire is very high
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no number of desal plants is going to put out those fires when that happens the air quality is going to get really
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bad you know like we saw last year i don't know you guys remember i escaped to lake
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michigan last summer when the the remember yeah and it was um it was insane you know it doesn't desal
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plants don't solve the air quality problem where people can't work outside your kids can't go to school
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et cetera et cetera um desal plants don't solve the problem of hydroelectric plants which
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require snowpack to melt to get rivers to run to turn those turbines to generate
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electricity for the state nuclear would solve that though nuclear would solve that certainly and
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so you know the point is we're kind of reaching this apex of are we going to do climate change
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adaptation are we going to have um you know kind of long-term systemic solutions that we're going to start to
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put in place for these risks that we face and more importantly from an acute perspective in the near term
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what are the actions we should be taking to protect communities and get ahead of
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this problem so it's not a scramble after the crisis which is what we typically do with these sorts of
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criteria we're not investing in infrastructure if we put in some nuclear power plants if
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we did more desal and we did more forest management or put more fire breaks into
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you know all this i'm talking about the simple solutions like those three things would be massive
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wouldn't they well those are long-term solutions i'm talking about like for this summer
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this summer is it even solvable we need community no but we need to prepare for what is going to happen this summer so
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when communities get run out what are we going to do you know do we have community centers set up where
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people can get water and power do we have masks available so that outdoor workers can
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keep working in the state you know all of these things that we could be doing to get in front of the
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inevitable consequences of these risks i think are things that we should be actively if you're in
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california you should order your air purifiers now we ordered six more of these conway ones
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that we used last year that were amazing get in there we have the n95 maps we ordered them
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already and we're gonna put in a power generator which i know not everybody is able to do
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but you can buy a portable one for as little as three or four hundred bucks i think now
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so portable generator in case you lose power stock up on everything else we need those solutions like i think
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there's gonna be a big kind of power generator push right like distributed power's always been
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something that's the whole point of solar you get the solar on your roof you get your own power um but how are
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you going to keep your ac running when it's 120 degrees outside if you have no power you know that that's kind of a
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very scary um circumstance of heat waves and it's um it's something that we should have a
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real plan around and if i were the governor or if i were kind of california leadership or leadership up and down the
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west coast you know the western governors i'd probably be running a daily press conference starting now saying let's
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just get in front of this problem and talk about what are the risks we're seeing what are the problems they're
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seeing and what we're doing about it just so people feel reassured because you know scrambling after a crisis
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doesn't make anyone feel better you know showing that we're prepared and we're taking action to get in front of
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this crisis which is not 100 certain but it's a greater than zero percent probability
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is something that could helpfully kind of reassure and start to put the pieces in place
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um for the near term by the way just just for those that don't really appreciate how interconnected everything
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is the basics the science basics on drought as i learned about them were really really incredible so you
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think okay well how how is all this stuff connected it turns out that you know as we have
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warmer and warmer temperatures yeah i didn't know this freeberg you probably do this but it accelerates
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soil evaporation and then there's this really terrible feedback loop that starts which is you have drier soil
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which means you have less vegetation and then as a result you have less what's called evapotranspiration
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which means there's less regional precipitation and then this whole thing just starts to spin and spin and spin
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you have warmer temperatures that results in less snow pack the snow plaque the snowpack melts earlier and we have a
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situation now in the united states which is just incredible i saw a graph which is
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one of soil moisture and it shows basically the western half of the united states
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is in the first percentile of soil moisture looking back over many many decades so well and then all of that vegetation
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dries up and then no jason we're well even worse than this we're in a position where you know we are
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threatening our own food supply and just just just to put a uh a finer point on this it's not just the
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western half of the united states that's now suffering from this it's brazil it's the mediterranean and
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southern europe and it's large parts of africa you add up all those number of people
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there are many countries there that are actually self-sufficient which will then no
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longer be will have to import food that food quality is you know questionable at best in some cases
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so we're in a really tough position here and saw it's isn't this all solvable with technology i mean if we just tax
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people a little more for the water usage if we really invested in the desal plants if we really invested in nuclear
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we could actually flip this whole thing the same way it's spiraling in the wrong
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direction it could spiral in the right direction two things on the water side i've been
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looking at water investing for a while there's a there's a real problem which is you know
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when i when i looked at this uh my team found some incredibly interesting opportunities largely it
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it evolves around owning water rights right and then basically selling them back to the state and when states get in
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difficult situations the problem is i think it's politically intolerable for let's just say somebody like me um to
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own those kinds of waters yeah i think i think it's i think it's no bueno the the idea then that i had
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was like well maybe what we should be doing is buying these things and sticking them in a foundation so that we
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can guarantee water for people in certain states maybe that flies i'm not so sure that's the government's
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job that's the government's job but then they're not doing their job but they're incompetent
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they're unfortunately not uh not as skilled as you'd want them to be on this stuff sax how would you spin this
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uh out of this death spiral and into abundance is there a way well i mean the the first
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thing to realize here is that this is not a black swan event i mean this is entirely foreseeable
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drought conditions have existed in california for a long time in fact 200 years yeah well
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and even maybe going back millions of years i mean geologists have found evidence
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that you know millions of years ago you would have millions of acres of california burning
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every year and so drought conditions have existed for a long time has climate change amplified that and
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made it worse yes but this is entirely foreseeable we know we're dealing with these conditions
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and in fact back on his first day in office in 2019 newsom held his very first press
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conference about this issue on emergency preparedness for fires but the problem is
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there's been no follow through and so um news you know to go back to chamas point
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about the political ramifications here you could have a gray davis like situation with the recall where all
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of a sudden newsome goes from being the favorite to potentially losing because of fire season um but by the way
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i mean the whole reason why the the recall election is happening in september now instead of october
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november is because newsom is precisely worried about the gray davis scenario and there this recall is supposed to
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happen in the october november time frame they've moved it up to september because
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newsome thinks there's a higher chance of fading the worst of fire season by doing the
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election sooner the problem for him is that fire season now starts in august and so we could be in the middle of fire
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season when this recall election happens and this thing could boom rang on him but
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back to the point about you know newsome held this press conference back in in january of 2019
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and the problem is there hasn't been any real follow through on forest management so you know newsome
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was recently caught in a lie saying that you know they had basically treated 90 000 acres
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this is what this uh article i'll put in the chat said in reality that only really treated
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about 11 000 acres even 90 000 would be inadequate right they're not doing enough
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and the way um you know i talked to a very prominent person who knows california politics
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well and knows all the players and what he said is look the fundamental problem is that gavin is not
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operational right he's fantastic at fundraising he says all the right things at press
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conferences but but not everything is about running for reelection and the problem is he has not managed to
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this outcome and and so now we're in the situation where to freebird's point we're going to
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be scrambling after the fact now what is newsome's excuse going to be it's going to be you
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know climate change it's going to be global warming it's kind of the all-purpose dog ate my
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homework excuse for anything that goes wrong as eakin is blaming on climate change
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but the reality is we knew about climate change climate change something we have
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to live with even if we stop it in its tracks from this point forward we're not going to be able to reverse
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the effects it's already had and so we need leaders who will step up and and get much more aggressive
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about preventing this problem i think my and by the way my tweet i didn't mention climate change at all i
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got you know i don't think that that's even the point the point is we are facing acute
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conditions on the in the western half of the united a number of st and severe consequences those acute
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conditions you know you could blame them on climate change and say that they're part of
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climate change it doesn't change the reality they are here today and we have to deal
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with them um and i think yeah we have a we have a couple of things that are that are uh going to happen here in
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short order that i think can make this thing accelerated a little so there's a uh an
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organization a a department in the united states government that's not very well known called the u.s
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bureau of reclamation usbr and they are the ones that will make formal assessments of water levels and
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there's a really important assessment that's going to happen in lake mead at the end of this year and the reason
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why it's critical is that if the u.s bureau of reclamation measures lake mead under um a certain
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threshold they can declare a tier one shortage and what that means just practically
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speaking cutting through all the you know jargon is that initially the state of arizona will be denied around
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600 000 acre feet of water next year what does that mean that's about 15 of the demand for that state
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and so you're going to start you know to deal with these sort of like rolling i don't know what we're even
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going to call these water out scenarios where uh it's not just about watering your lawn that's not going to
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be possible it's going to be a whole bunch of other things now there is a solution and this is where
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california can come to the rescue for most of the western united states if they really want to
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or at least for the rest of california which is there is an enormous untapped groundwater
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uh aquifer in southern california which is the size of lake mead um it's an incredibly unique thing it's
00:18:04
actually owned by a public company and the whole goal was okay well let's just build a pipeline
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right from the aquifier to deliver drinking water to folks that you know are lacking water
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and this has been a multi-year you know bordering on multi-decade slog because of california politicians
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because water has become highly politicized no one wants to pay the full cost for a
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commodity that they frankly view as a right but then they don't want to step in to
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do the work to actually make it reasonable and viable so this whole thing is just
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again that david as you said the dog ate my homework and now we're really playing
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with some very complicated things that are really out of the control and intellectual capacity of the
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of frankly state governments which is the interconnectedness of weather temperature water our soil our food
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supply it's uh i think what's so frustrating about this is this is so easily stoppable and we are not doing
00:19:05
the blocking and tackling the free throws the basic things if you look at just monitoring our water
00:19:13
usage i invested in two companies one of them didn't work out but both of them were to monitor water
00:19:21
usage and what we learned was at a campus like stanford they have like four water meters like
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they're not going down to the building level in some cases there'll be like four buildings on one water meter
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and you can very easily at each sink at each you know shower head you can put a device that cost
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25 bucks installed it just wraps around the the the water the the the pipe and it could tell you how it's flowing
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and we lose 20 30 percent of our water to leaks nobody is monitoring their usage
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because there is no cost to it to chamat's point and then you look at these crazy
00:20:00
insane almond and other uh agriculture in the the middle of california they are using flood irrigation which
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i'm sure friedberg can give us an education at versus what you know the trip irrigation that they use and other
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reclaiming methods in israel and other places so we look at water as like to chamots
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point some crazy god-given right that we can just splash it everywhere we can take
00:20:24
20-minute showers and then we allow how crazy is this we allow the bottling of water in
00:20:31
california we allow these companies to bottle water and then sell it and we don't even monitor our usage we
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have well we are so entitled it is gross nuisance biggest donors uh who who's that family that
00:20:43
grows all the almonds or whatever whoever they are the resnicks the resnicks single biggest do
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them in the teachers unions oh linda resnick and those palm people with the palm stuff it's total political
00:20:54
corruption right i mean they get it's chinatown it's literally the movie chinatown yeah
00:20:59
well i think so to this point about why aren't politicians solving the problems i mean to make a meta point
00:21:04
there's a great tweet from thomas soul or the person who manages the thomas soul account where he said
00:21:11
no one will really understand politics until they understand that politicians are not trying to solve our problems
00:21:16
they're trying to solve their own problems which are getting elected and re-elected that's number one number
00:21:21
one stay in office that is their right goal three is far behind and and that that's basically the situation we have
00:21:27
is i think newsome actually is a little bit like trump not in his personal style but
00:21:32
in that he thinks he can talk his way out of problems and he's not going to focus on solving a
00:21:38
problem when he can just spin his way out of it by the way i just think you guys should know
00:21:42
the you know because a lot of people talk about residential water use that is also kind of an acute and local problem
00:21:48
where depending on your water supply how much water you have available to your community
00:21:54
but in terms of aggregate water use the vast majority of water in california is used in agriculture it's about
00:22:02
10x what is used for residential applications so california agriculture by the way it's not a
00:22:09
bad thing it's a huge part of our economy uh that water has generally been fully available in aquifers people
00:22:15
bought that land with rights they paid a premium for those rights to those aquifers
00:22:19
this is a very complicated problem uh in california and that you know supports a large part of the
00:22:23
california economy so you know you can't just kind of blow them away but 90 of water use in california is associated
00:22:29
with ag and it's not just a generally we need to save water problem it's very specific to a region and a
00:22:35
community and their particular water source on whether and how much you need to save
00:22:38
versus do you have abundant supplies and so on um and so it's it's a little bit more
00:22:42
complicated but yeah but we should be focused on abundance freeburg if if you look at the new nuclear power plants
00:22:48
that you know bill gates has invested in and then you look at desalinization which is an energy issue
00:22:54
we can desalinize for roughly two or three times the cost that we're getting more water for now
00:22:58
so just put a nuclear power plant next to a desalination plant and you're done great that's a 20-year
00:23:05
project and you've got why is it a 20-year project china does it in two you're going to need to be more bold in
00:23:11
this country it is completely ridiculous that we accept that everything has to take 20
00:23:16
years we need this now where's the leadership that says [ __ ] it let's do it immediately let's set a goal
00:23:22
of two years to build 10 of these spend the [ __ ] money i'm not sure it solves our acute
00:23:27
problems it solves long-term problems associated with climate change and energy we can't do both
00:23:32
we can't do both let's do both sure we should do everything but right now the you know the the
00:23:38
conditions indicate that there are some specific things that we can and should be doing to kind of support the state in
00:23:42
terms of what's going to happen in the next year or two and yes we should also be funding
00:23:46
long-term projects that create water security and energy security for everyone in the united states
00:23:51
but sac to your point and by the way if you guys ever want to read an interesting book
00:23:54
about how the grid operates um there's a book called the grid uh and it talks about how the electrical
00:24:00
uh power grid system was built in the united states and how inefficient it is and all the problems there are a lot of
00:24:04
structural problems that need to be solved not just you know dropping in cheap power saks who is the good operational
00:24:10
candidate that you've seen that's running for governor of california in this recall
00:24:13
is there someone that stands out in your mind because i i don't seem to hear anyone talking about
00:24:17
hey there's a good alternative to gavin newsom at this point yeah i mean we don't a clear alternative
00:24:22
has not emerged yet um you know i guess the and part of the problem is that because there was no
00:24:29
republican primary you haven't sort of consolidated the opposition to a leading candidate there are a
00:24:35
couple of i guess interesting candidates on the republican side i need to spend more time getting
00:24:41
to you know know them i mean i have never met them or talked to them but the the two who are i think
00:24:47
mentioned quite a bit are uh this guy falconer who's the mayor of san diego who is sort of a socially liberal
00:24:56
republican and then there's a state assemblyman named kevin kiley who who i think says a lot of
00:25:05
interesting things and he just announced he's running there's another guy as well
00:25:10
john cox but he got trounced by news in the last election i think it's time to let somebody else
00:25:15
take a shot against him and then of course you've got caitlyn jenner but i think people are still trying to figure
00:25:19
out if her campaign is real or how real it is um so yeah look we the the opposition has not
00:25:26
consolidated against newsome the way it did with schwarzenegger you know back in 2001.
00:25:32
i'm voting i'm voting republican just to create a counterbalance i don't care who
00:25:36
it is and i'm not a republican i'm an independent but i'm voting across the board i'm just going to go to republican
00:25:42
for every position in california and i'm going to just run my finger down and check every
00:25:47
single one how does it feel to be a radical trump supporter listen talk to us about nuclear and what we can
00:25:57
do to get to reverse what these hippie dippy well-intentioned no nukes concert set us
00:26:04
back 50 years and let's be honest a lot of the climate change problems we have today we would not have if we had
00:26:10
invested in nuclear yeah i i said theory well i sent her on an image uh nick maybe you can stick it in the show
00:26:17
notes or something so that people can see but if you if you look at if you graph
00:26:21
the construction of nuclear reactors from the 1960s 1960s to today essentially what and you
00:26:28
color code them by country what essentially you see is uh a transition from the able from the frankly from
00:26:37
countries that basically were just right at the that leading the pack and it was really the united states
00:26:43
building building building and then two things really happened there was three mile island
00:26:47
and then there was chernobyl and there was an incredible over reaction to not really understanding
00:26:55
either the cause and or the remediation to two events now could you imagine if there were two
00:27:03
airlines that crashed and we stopped flying how basically we would have you know
00:27:09
[ __ ] the progress of the world and now you impose it on something like nuclear energy
00:27:16
which is consistently proven to provide an enormous the abundant cheap and clean
00:27:23
form of sustainable energy and it actually solves a bunch of the problems we talked about before so for example
00:27:28
if you look at the power consumption for desalination it's off the charts quite honestly
00:27:33
okay that's why people say that it can't be done credibly if you look at even just like the amount
00:27:37
of energy that's required to clean water and to you know sanitize water and make it drinkable
00:27:43
the the the standards that are defined by the government are incredibly stringent
00:27:48
but the the implication of it operationally is an enormous amount of power that goes into it
00:27:53
but jason you are right which is that if we have small forms of sustainable abundant energy
00:27:58
that can be basically hyper localized and located where we can do these jobs the jobs to be done it's
00:28:04
transformational now why doesn't it happen it doesn't happen because the same folks
00:28:09
who really want to sound the alarm bells on climate change which is the progressive left
00:28:13
are not really willing they are intellectually lazy when it comes to nuclear they don't do the work they make a br
00:28:21
bland sort of broad-based prognostication about how we need to do something about climate
00:28:26
then they will point to solar and wind without really understanding the contamination of the
00:28:31
earth that we do in order to mine the rare earths and the actual metal and mineral inputs
00:28:39
that are required for solar it's yes nuts but it sounds better right it sounds better it
00:28:44
sounds better oh we're using air in the sun and it's like if i could show you what what tailings are and like the
00:28:54
dirty after effects of mining copper and nickel out of the ground which is what we need for batteries
00:29:00
and how countries like indonesia are literally dumping it into the ocean dumping it faster that they can get
00:29:07
their hands on it so that they can sell copper and nickel and cobalt um to us so that we can make
00:29:13
batteries you would actually say to yourself if you knew all these facts you'd actually say to yourself you know
00:29:17
what maybe nuclear isn't so bad and maybe i overreacted to it you want to understand this you just
00:29:22
have to look at the laziest group of individuals and society the french they want to take the laziest route and
00:29:30
do the least amount of work and have the most amount of leisure sorry to our french listeners
00:29:34
70 percent of the energy in france is from nuclear they figured this out they said how do
00:29:40
we take more time off and not work and have unlimited elections 70 percent nuclear they're so smart well the the
00:29:49
the french are actually smart because after fukushima because after fukushima what happened is if you had
00:29:55
you know sort of like woke politicians germany a bunch of germany they completely unwound their
00:30:01
entire nuclear agency which which was insanity insanity and so now here they are they're writing laws faster
00:30:09
than they can make them up they're basically pivoting entire industries to try to now
00:30:14
adopt batteries and storage without any real understanding about the downstream implications to the earth that they are
00:30:21
going to create the net consequences if they had just stayed the course on nuclear
00:30:28
they would be in a much better place and and to france's credit they were like what the [ __ ] are you people
00:30:33
overreacting about again just think about this guys we stopped flying after two airline
00:30:40
crashes where would the world be where would the world be i mean be pragmatists here
00:30:46
do we want to deal with high energy prices and brownouts and all kinds of problems
00:30:52
and rolling blackouts or do we want to put this issue behind us if we just go on a manhattan project literally to
00:31:02
make new nuclear we would be this issue would be behind us and we could focus on something
00:31:06
else like education it's so dumb the very scary thing about nuclear is despite all of the progress it will get bogged
00:31:14
down in litigation and bureaucracy these are the last two things that should be in front of science
00:31:21
and physics especially when it comes to energy independence i just think it's it's freeberg any way out
00:31:29
any way we can get people to what's the best way to convince the american public
00:31:34
to embrace nuclear and force our politicians to do it open your mind and think for yourself
00:31:40
right please well uh marc andreessen had a good term uh he said we're living in a vitocracy
00:31:46
as in the word veto um i think he it was an interesting interview with um antonio garcia martinez on his blog
00:31:54
anyway um yeah they were talking about the inability of the us to build anything
00:31:57
anymore especially when you compare us to some you know place like china and you whether you want to call it
00:32:02
nimbyism or vitocracy there are just too many people in groups who have the right to say
00:32:08
no to anything and block anything important from happening but we got us we got to stop letting our
00:32:15
politicians off the hook by making excuses you know just because there's climate change
00:32:21
doesn't mean that the politicians can't do anything about it i mean welcome to the downstream
00:32:26
consequences of a successful democracy right like a democracy over time doesn't reduce the number of laws it has
00:32:33
every year politicians need to do their job and they create new laws as new laws accumulate like things get
00:32:39
clogged up right like when have you seen a law that gets passed by a local government a state
00:32:44
government or federal government that makes it easier to do something i get that but where where does it say in
00:32:49
the constitution of the united states that being part of a democracy also means shutting your brain off and becoming a
00:32:55
dumb cynic yeah that's that's not part of what being part of a democracy is i by the way i wanna i wanna talk about
00:33:01
that for one second there was this thing that i sent you guys in the chat and nick hopefully you post post that in the
00:33:07
show notes as well but there was a study that was done about cynicism and it went back and it did
00:33:15
like a qualitative assessment of more than 200 000 people and their attitudes and
00:33:21
their measured iq their measured literacy their measured numeracy and their measured earnings
00:33:27
and here's what they found cynicism is associated with lower iq lower literacy lower numeracy and lower
00:33:36
earnings the idea of cynical individuals being more competent appears to be a widespread yet largely
00:33:44
illusory lie so i think yeah i think this makes sense i mean i i was shocked by that study because i
00:33:53
actually generally think cynical people must be smarter because they're thinking more rationally and
00:33:58
maybe i'm being emotional it turns out they're [ __ ] stupid well here's the thing there's cynicism and
00:34:04
then there's people who are cantankerous and not content and i think people sometimes conflate those two things
00:34:10
if you look at the constant constant pervasive cynicism is not a feature of democracy it means that you
00:34:15
just stop thinking for yourself as a protective mechanism right but but the people we know uh who
00:34:21
have changed the world and who they seem to be they're not cynical they're not cynical they're actually
00:34:27
delusional and optimistic or they wouldn't have started a company to make electric cars
00:34:32
you know or you know whatever piece of software or climate.com or synthetic biology you have to be a
00:34:39
radical optimist i mean and we're literally trying to attack our incredible capitalists who are actually
00:34:46
solving these problems while our politicians can't get their [ __ ] together and make desal plants and
00:34:52
nuclear plants the private market seems like the only solution sacks well there's an old saying that uh pessimists
00:35:00
get to be right and optimists get to be rich and uh yeah i mean if you think about it if you
00:35:09
think about it you know pessimists don't create companies right they're they're no they
00:35:13
throw rocks they become journalists they become shitty posters on twitter they become critics yeah anton ego
00:35:19
right sax what do you think about this idea that uh you know if we get into the throes of it
00:35:25
uh for water the folks that own water rights i think that this is going to be like an eminent
00:35:30
domain issue where the government is at some point just going to say sorry i need it back
00:35:34
it's mine yeah during an emergency for sure for sure but i mean i i i i hate to i hate to use the words um i agree with
00:35:45
j-cal but but you know look there's not a shortage of water in the world right i mean the world is mostly water so it
00:35:53
is a function of building desalination plants if that's what we need there has to be a solution for that
00:36:00
problem and freeberg's right that maybe it does take a decade or two to put in all place all
00:36:05
that infrastructure but then why didn't we start 10 years ago you see we should be starting a
00:36:10
program where we convinced the american public that abundance would lead to them having more freedom and our country
00:36:18
being stronger electrical abundance with nuclear water abundance with desalinization
00:36:26
and agricultural abundance with those previous two because if you had unlimited nuclear
00:36:31
energy and you had unlimited clean water the price of agriculture would go down and we'd
00:36:36
have more free food for everybody or lower cost food i'll tell you i'll tell you a theory i have on this um and it's
00:36:42
basically an anti-science theory which is that um you know culturally we've kind of developed this
00:36:48
anti-innovation anti-science mentality broadly speaking across uh kind of modern culture in the united
00:36:53
states if you remember coming out of world war ii and i think it has its roots in the cold war
00:36:58
um you know out of when world war ii ended you know we were all in it together you know this country everyone bought
00:37:05
the same stuff we all had rice krispies every day we all kind of you know we're excited about our our
00:37:11
homes that look like everyone else's home on the block and technology was empowering all of
00:37:15
this right there was a space race on um there were plastics that were suddenly allowing us to make all sorts
00:37:20
of amazing things there were chemicals that were creating new drugs for humans and new
00:37:25
applications for agriculture that was making an abundance of food and increasing lifespans and so on
00:37:30
but then what happened in the late 60s and 70s is we realized we got ahead of ourselves
00:37:35
and um you know there was uh cancer from ddt there was uh you know three mile island there was um
00:37:44
a number of um pollutants that got into the environment that permanently damaged
00:37:49
the environment from chemical companies and we started to wake up and say like wait a second
00:37:53
all of this technology that we thought was so great and was giving us this extraordinary abundance
00:37:58
it turns out it's really risky and can cause massive unknown consequences and if you watch i think i talked about
00:38:04
this in our podcast once but one of my favorite videos to watch there's a video on youtube from the disney channel
00:38:09
history institute and they show the history of tomorrowland at disneyland when tomorrowland opened in 1955
00:38:15
every ride was all about adventuring into space and like traveling into the human body and they
00:38:20
even had a ride from monsanto where you would go into the micro world and look at plastics and stuff
00:38:24
and it was all about this amazing abundance and technology and the guy the narrator on the video says
00:38:28
beginning in the late 60s early 70s we changed all the rides and the rides all became about the fear
00:38:34
of technology it was all about aliens attacking earth it was all about um captain eo was like
00:38:39
you know the world became robotic and got taken over by unnatural things even star tours was about a robot that
00:38:45
went awry and the robot doesn't know what it's doing so it drove us off course and we had to survive the robot
00:38:50
and so everything became you know subconscious or subliminally a little bit this negative technology sentiment and i
00:38:56
think that that still persists you know there is an asymmetry people take for granted the abundance over time
00:39:01
because you get used to it but you feel the acute pain of the loss when technology goes awry
00:39:07
and then that becomes the social conscience and i think we're still grappling with that and i i don't know
00:39:11
how you reverse it are we not experiencing this right now everybody with kovid where there's one group of people who
00:39:19
are like oh my god the science we were able to deploy in covet and get through this so quickly
00:39:25
is so promising that the world's going to be better net net after the pandemic even with all
00:39:32
the suffering you could make an argument that that suffering is going to lead to more
00:39:36
prosperity and there's another group of people who are like the delta variant let's get
00:39:40
our masks back on uh and people want to take the cynical route on as an individual i don't want harm done to
00:39:47
me or my kids or my environment that's that's the i think the general kind of conscience right and
00:39:52
i don't care about the abundance because i've basically taken it for granted and so now i find myself as an
00:39:58
individual saying you know what we shouldn't do nuclear because look at what happened in
00:40:03
fukushima forgetting the fact that you've been living off of free electricity practically for decades or whatever the
00:40:08
you know the case free water and free water and all these things and i think the the abundance that
00:40:13
technology delivers to humans because humans are only programmed to recognize change they're not programmed to
00:40:18
recognize absolutes uh there's a lot of good socio us an example psychological that give us
00:40:24
an example like if you know if you go to the store every day and you're used to just getting a one
00:40:28
dollar can of coke you don't say oh my god i feel it's an amazing world i live in i get a
00:40:33
one dollar can of coke you never praise that one dollar can of coke now if you went to the store and the can
00:40:38
of coke went up to two dollars you'd be like what the heck why does coke cost so much
00:40:43
and so um you know so we habituate but we habituate to the great things about the price of coke dropped to 50 cents
00:40:51
you're like okay that feels good and then you get used to the price of coke being 50 cents and a few weeks later
00:40:56
if it goes up you're upset but you're not as happy on the other way so human emotion is kind of asymmetrically
00:41:01
you know defined by these negative consequences and i think over time you accumulate
00:41:06
these negative consequences as your core psyche and you have an aversion to doing you
00:41:10
know innovative things as a whole not all people but as a whole that's how we operate
00:41:14
um and it's why technology kind of gets land-based over over time this is the most frustrating thing to me
00:41:20
chamoth is that we have so many amazing things happening in technology and nobody will 10x or 100x on them from
00:41:27
the uh government perspective or the public i had a company called zero mass on my podcast
00:41:33
which i think is now called source and you're aware of this company maybe you could talk a little bit about
00:41:38
the impact hydro panels would make if we just embrace this technology well i mean source is an incredible
00:41:44
incredible company um basically there's a there's a guy who runs a cody friesen who when he was at
00:41:50
mit basically um developed a uh essentially a material a membrane that can absorb the ambient
00:42:00
um water that's in the atmosphere um and basically allow you to collect it and to separate it into its components
00:42:07
and to basically create potable salinized or potable drinkable water in a panel that looks like a solar panel
00:42:14
so you put these solar arrays everywhere and out of the back you put a little pipe and it collects
00:42:20
the humidity in the ambient air and and it spits out water it's it's an incredible thing and he's able
00:42:26
to go and rewire schools and and the thing is he can go anywhere because again he doesn't need anything
00:42:32
right you literally put it on your roof it's incredible and it makes you if you i think he told me
00:42:38
at the time when i interviewed him two or three years ago he said you could put two of these on
00:42:42
your roof and get like four cases of bottled water a day no matter where you were on the planet
00:42:48
and by the way he's moving to a place which is really cool he told me this i'm not sure if i'm allowed to say it but
00:42:52
i'll say it anyways are you saying this might be beeped no where he is no he'll have an eventual app where you
00:43:00
can kind of direct the hydro panel to make the kind of water that you like so if you love
00:43:05
avion or if you love um fiji water or if you love smart water or you're on the voice right
00:43:13
specifically because it's the most expensive i love i love smart water i i i have a very gratuitous reason why
00:43:20
i remember when i met jobs he drank smart water and i thought it's good enough for him he's good
00:43:26
enough for me i'll tell you when i knew i just gotta copy people like you gotta copy the good ones and i was just like
00:43:32
this is a personal anecdote this is when i knew chamoth made it we used to play poker
00:43:36
in his garage in his little 3000 square foot palo alto house in berlin whatever he had this little
00:43:43
tiny house and we're in the garage and he's like look i'm putting up a flat panel i'm going to like paint the walls
00:43:48
no we had a little uh you had a little uh easel and you'd write on chalk how much you oh
00:43:52
you know then chamat's like i got a new house he's got his new house we come over he's
00:43:59
like jacob you want some water i'm like yeah i'd love a glass he's like oh jay how do you want a bathroom yeah it's
00:44:02
like a glass of water and uh he goes oh and he walks over to iraq and in the rack like you know those
00:44:08
things you push wine on there's a rack for water and there is voss in the glass bottles there is avion
00:44:16
in glass bottles old and you're not like the avion that you get at the regular supermarket
00:44:20
like somebody sourced the avion bottles that restaurants have and then he had the smart one i mean
00:44:25
they're sixteen and then like i just wanted a glass of water but okay i'll take the avion in the glass
00:44:30
bottle it was delightful sax i got three different bounce passes i can give you just where you want it do
00:44:35
you want cancel culture do you want chesabudan or covet what do you want or covet i can
00:44:42
give you any of these i can i'm ready to pass i'm talking about any of those sound good to me
00:44:46
i mean i the the it might be time for a chase update because we haven't done that in a
00:44:52
while the killer d.a the killer d.a yeah oh by the way i just want to say i found
00:44:55
the journalist you know the journalist sacks don't say her name and she is setting up her llc and the 60 000
00:45:02
we raised from the gofundme is going to go to her to cover the da's office for the next six to twelve months
00:45:07
in a newsletter website right and just to be clear because i think people kind of misinterpreted what you're trying to
00:45:13
do there with the gofundme jcal yes this is not for opposition research this is not no
00:45:18
this is not digging up dirt this is reporting on uh on public policy on what should be public facts with respect
00:45:27
to what the da's office is doing how chase is performing in his job isn't it interesting though how the left
00:45:34
journalist when i hired an investigative journalist to cover criminal justice accused me of
00:45:40
hiring an oppo researcher and these are investigative journalists and i told them explicitly
00:45:45
i'm just hiring an investigative journalist to cover crime in san francisco there's no oppo research here
00:45:49
and they insisted on saying i wanted to get into chess's personal life and i explicitly said that's not what this is
00:45:54
for well let's face it there aren't too many journalists anymore who are investigative who are actually in the
00:46:01
business of turning up new facts about elected officials they're too busy pushing a narrative
00:46:06
they're engaged in agenda journalism and actually we saw a really good example just to tie into
00:46:11
to what's happened what happened over the past week is you had this story in the san francisco chronicle
00:46:16
which is basically pure propaganda uh from you could see the the um the passing from chaser to this
00:46:26
reporter of this this farcical uh claim that crime is falling in san francisco uh i mean this claim is so preposterous
00:46:36
we this is the same week we saw viral videos of 10 robbers bursting out of neiman marcus
00:46:43
you know with with every handwriting yeah exactly and so you know plus you had the vibe
00:46:48
it's scary yeah you had the viral video of the the guy going into cvs and just you know it wasn't even
00:46:55
shoplifting it was did you see brian sugar's uh video of the person who broke into his house
00:47:02
stole his kids ipads and everything while they were in the house right and cyan banister who had another home
00:47:07
invasion just tweeted home invasions are now um not prosecutable crimes in san francisco well no what they're doing is
00:47:16
what cyan reported about her case is and by the way her case is in the public eye okay so it's very
00:47:23
brazen for the d.a to be doing this but what they did is they dropped the home invasion charges
00:47:29
and they're just treating it as basically a a theft of you know a few hundred dollars you know
00:47:35
that does not capture the violation of breaking into someone's house and how dangerous that is but
00:47:42
i originally i thought okay why is the da's office doing this originally i thought well maybe it's just because
00:47:47
you know chase doesn't want to incarcerate anybody but it's more than that you see if they drop the charges down to
00:47:53
petty larceny then he can include it in a different stat you see home burglaries are up by some
00:48:00
gargantuan amount like 50 year-over-year they want to be able to claim crime is falling it's now they're
00:48:05
juking the stats by reducing the charges from the more serious crime to the less serious crime and then what
00:48:12
they do they're shaping the stats they're juking the stats you ever watch the the show the wire
00:48:18
that's where this expression comes from is you know first the the politicians get held held
00:48:23
accountable to the statistics then they realize that then they start manipulating the facts
00:48:28
and that's what's basically so dirty it's so dirty but but the next step in the process
00:48:33
is they then feed these juke stats to these compliant reporters i mean the fact that they keep repeating
00:48:40
these statistics as going down when people are stopping reporting crimes because they won't prosecute them
00:48:46
right then they mischaracterize them and then they never say 85 of the commuters coming into san
00:48:52
francisco are no longer coming into san francisco and target announced like walgreens that
00:48:57
they are either closing stores or reducing the hours because they can't deal with the
00:49:01
crime and they're saying explicitly this is the highest crime we've ever seen in any of our stores and then
00:49:07
this crazy communist are they communists on the left here cvs walgreens and target are all closing
00:49:14
stores or reducing store hours because they understand the hit to their bottom line but you have this mantra
00:49:20
it is it is communist like where it's like the commandments written on the barn in
00:49:25
animal farm where it is propaganda that's so at odds with reality it's just absurd
00:49:32
okay it's farcical it's farcical but then how do they enforce it what they say is
00:49:36
anybody who questions this narrative is a bad person is in fact a clan a racist and a
00:49:43
klansman so so this is the other thing that happened over the past week is that you
00:49:47
had this is crazy but basically michelle tandler who is a moderate and as nice a person as
00:49:54
you could ever find concerned citizen concerned citizen san francisco born and raised yes who tweeted that all
00:50:01
of her friends are thinking about leaving the city and then in response to that you had this
00:50:06
this senior policy advisor to chase abu dean who works for the da's office named uh kate
00:50:12
chatfield attacker basically implying her views were you know were kkk values for for for having the audacity to warn
00:50:23
that people are worried about crime in san francisco so she gets attacked by the way
00:50:28
uh this this chatfield person the top of her profile is the clenched fist of the communist revolution jkl so this
00:50:34
is who's running the da's office but but look it's not just trolling and it's not even
00:50:41
just slander it's i think an abuse of power for someone in the da's office to go after
00:50:46
and attack a concerned citizen like this okay but this is how they enforce can you
00:50:51
read the tweet that she did you have that there because she basically is the people who have
00:50:57
experienced home invasions are concerned for the safety of their families and what this
00:51:03
uh woman did michelle i believe is her name she just said like people are scared for their families and
00:51:09
then kate chatfield referenced birth of a nation and compared her to oh our wives are not
00:51:18
safe because of black people and that's a kkk everybody knows everybody understands
00:51:25
the representation yeah the original name of birth donation i think was the clansmen
00:51:29
yeah yeah it's like a kkk piece of propaganda wow but it's really outrageous she just
00:51:35
blocked me kate chatfield blocked me wow this is a public policy advisor who is now hiding her account
00:51:41
well why i mean a public official should not do that i mean they should and so this set you off let's be let's
00:51:47
be honest i know michelle taylor she worked at yammer you know and i didn't i thought
00:51:52
it was out of bounds for uh not just a public official but someone in the da's pro
00:51:58
office who what did you do well you went into revenge mode let's be honest you got a little bit you were a little
00:52:05
bit tweaked i donated another fifty thousand dollars to the recall chasing campaign
00:52:12
and you dedicated it to kate yeah you said this is for you yeah because look this is threatening every american
00:52:21
should have the right to criticize their government without having its law enforcement arm
00:52:27
come down on them and so here you have a legitimate concern expressed by a private citizen
00:52:33
and the da's office is coming down on them that's not acceptable i think i need to break some news here i
00:52:39
didn't want to talk about this publicly but i'm so outraged now that i think i should let this out
00:52:45
so while i after the we in the weeks after i started that campaign to hire an investigative journalist for
00:52:52
chess's office this is breaking news i haven't talked about this publicly but i'm gonna break it now
00:52:58
do you know who contacted me the da's office you know what they contacted me about
00:53:07
they were investigating a startup that i had invested in i won't say which one and they wanted to
00:53:14
interview me about my involvement with that startup because that startup uh had some
00:53:19
complaint from a downstream investor who felt that they were committing some type of fraud or problem
00:53:26
coincidence are are you serious i'm serious this is literally becoming chinatown
00:53:32
they literally tried to intimidate me and i didn't want to bring it up and i talked to the person on the phone the
00:53:38
the the person from the da's office who was investigating this and he's i was like do i need an
00:53:42
attorney for this why are you calling me because and he's like well you know we just want
00:53:46
to talk to you about this and i was like yeah no like we have a bunch of questions and
00:53:50
i just said you know what uh subpoena me i'm not you know file something and i'll come in
00:53:54
with my attorney to talk to you but i'm not gonna talk with you on background no so
00:53:59
they literally tried to intimidate me you know what and i kind of let them because
00:54:02
i didn't want to make it public but i'm making it public now you should make it public because it's public now
00:54:07
we'll begin and this is two weeks after i said let's hire the journalist it's intimidation tactics that's
00:54:14
intimidation i will not be intimidated chessa all right but what you can see here is okay
00:54:19
look i mean i was intimidated now that i think about it like i didn't do anything wrong here i put 50k
00:54:33
i put 50 or 100k into a company that didn't work out and now some other investors complaining
00:54:37
and they're trying to tie it back to me somehow but jason did you of course you're going to be intimidated
00:54:42
the chief law enforcement officer of san francisco is basically trying to make you the
00:54:47
target of an investigation because of what you said publicly of course that is intimidation guys
00:54:52
isn't it possible that they're just interviewing you about a fraud claim i mean like what this could wait hold on
00:54:58
but think about the timing free bird it's two or three weeks like three weeks a police officer drove past
00:55:08
my house last night yeah free bird okay wait it's the first and only time i've ever been contacted by a
00:55:14
law enforcement officer over an investment i'm sure it's just a coincidence stop committing fraud 350 investments
00:55:20
yeah listen chasa has not had time he's almost two years in office now and he has not had time
00:55:26
to successfully prosecute one murder trial not one but his office has time to run
00:55:32
down whatever they're trying to run down with jake out they don't have time to prosecute the
00:55:38
the home invader who broke into cyan banister's home or brian's or brian's they don't have time to do
00:55:44
that but they somehow have time to contact jake out he tweeted the video let me explain
00:55:48
what's going on here there's two things going on i think one of which is becoming very well understood but the
00:55:52
other one is not the first one is the gothamization of san francisco we understand that crime
00:55:57
is out of control cynicism and resignation people are just kind of given into it
00:56:02
it feels like san francisco has become gotham city these viral videos of the robbers brazenly committing
00:56:08
daylight theft they're beating up ups drivers in the street they're beating a ups driver
00:56:13
because there is no consequence okay but there's a second thing happening which is the orwellianization of san
00:56:19
francisco government and san francisco politics you not only have the crime you've got
00:56:24
the brazen lies about the crime you've got this insistence on this animal farm commandment that
00:56:30
crime is falling and if you question it you are a black person and you're a klansman
00:56:35
and then they get their the you know the kate chat feels to push this out and then they get academics to back this
00:56:42
up okay there are now they get their friends in the media and in the academy to give
00:56:47
these spurious claims credence and then the final step is that the rich virtue signalers
00:56:53
pay these people off they pay the protection money who's paying off the dustin moskovitz's
00:57:00
the mike kriegers the reed hastings and you know even actually the biggest contributor
00:57:07
to chaser right now is a guy who's under sec indictment for the ripple scandal oh no yeah chris
00:57:14
chris yes exactly so people who need to curry favor either because they're they've got their
00:57:20
own problems or they just like to virtue chris laurel chris larson is chess's biggest campaign oh wow that is dark
00:57:29
brian sugar released the video and that person's not going to be prosecuted i mean that is the crazy part you get
00:57:35
somebody on camera and they won't prosecuted them and people forget these are organized
00:57:39
gangs that are doing this this has been proven this is not a poverty issue these are not poor people who are
00:57:45
stealing bread for their families or trying to make their rent it's organized gangs right did you
00:57:50
realize that 47. did you see the getaway cars for the nema marcus heist yeah they're all like
00:57:54
the mercedes they're driving great beautiful cars with their license plates off this is like mob behavior and if you
00:58:01
give criminals trust me i grew up in a criminal environment in brooklyn if you give criminals a window they will
00:58:08
figure it out you give them an opportunity if you give them something to hack they will hack it period and you
00:58:15
basically have green light of them okay listen it's enough of us complaining about this uh i am going to
00:58:21
stop complaining about this and i'm moving either let's do this i'm moving to texas or to
00:58:25
florida i'm making the announcement now hold on is that for sure jkl listen i you know i'm in a partnership
00:58:31
and my partner doesn't want to be here anymore and i'm half and half so i'm not sure why i'm here anymore i
00:58:37
mean i think california's my position right now is california is going to be on a decade-long slide and
00:58:42
i'm working for 10 more years i decided i'm 50 i decided i'm going to go to 60 i'm
00:58:45
going to try to invest in 100 to 200 companies a year for 10 years and then i'm done so
00:58:50
why would i spend 10 years in a place that is on a death spiral can this be reversed in our in the next
00:58:56
decade how does it feel how does it feel to be completely red-pilled i'm purple pills i want to
00:59:01
live in a pear i want to live in a reasonable place and it seems to me that austin and miami
00:59:06
are purple you know and they're not communi i don't want to live in a right-wing place
00:59:11
alt-right and i don't want to live in a communist place i want to live in an american place i want to live in a place
00:59:16
where americans can talk about issues without being villainized period that's that's what people feel about
00:59:22
this pod you're not being villainized just give me a break all right just be you people really want to know
00:59:30
if you went to dinner with tucker can you just make that statement that you didn't have
00:59:33
dinner with jacob what do we got next you just made what have we got it was a joke why can't
00:59:38
you admit if you did or not listen i have 15 minutes we gotta go covid uh delta people are panicking
00:59:46
but the numbers keep going straight down pfizer says israel says maybe pfizer is
00:59:53
65 instead of 94 65 seems pretty great we at any risk well okay let me jump into this because i've been affected
01:00:02
personally by it um so yeah on the last pod i did i get to give the stat which was that um at that point that the
01:00:10
best data we had even a week ago was that the the pfizer vaccine was holding it pretty well against the
01:00:16
um delta variant it had reduced the effectiveness from about 95 to 88 that's sort of the numbers i think uh on
01:00:23
monday israel released a new study showing that the effectiveness of pfizer against delta had been reduced
01:00:31
to 64 now it that's against you know getting symptoms and testing positive it was still 93 against serious cases
01:00:39
requiring hospitalization but that 93 is down from you know 99 plus so there has been reduced
01:00:47
effectiveness by delta it's um it is a little bit concerning and as if to underscore this point
01:00:53
someone very close to me ju who was double backs with pfizer just test a positive
01:00:58
he did test positive yes so he he woke up yesterday morning with um with cold symptoms he had um sore
01:01:08
throat runny nose but he's fine and a slight fever which then graduated into a headache he went and got tested
01:01:15
and he tested positive for covet so i think he's fine what city was he in when this happened
01:01:19
l.a okay let me ask a question to friedberg is it not the best possible situation i
01:01:26
know this sounds like a stupid question but i am the lowest iq guy on the pod is it not the best situation to have the
01:01:33
pfizer or whatever have this amazing then to get a mild case of kovid and then be doubly protected is that
01:01:40
in some way an ideal situation if there is no long-haul covid it's not really clear if that's going to
01:01:46
make a difference you know again like remember acquired immunity uh is on a spectrum
01:01:53
right so a virus can get in your nose starts replicating and if you've got a ton of
01:01:57
antibodies that immediately get to your nose it'll shut down that virus before you experience
01:02:01
anything if that virus gets in your nose and starts replicating and you've got a
01:02:06
kind of you know your antibodies to that specific virus um you know aren't as concentrated it's
01:02:12
going to take your body a little bit longer to fight off that virus but you're still well ahead of the
01:02:17
game as a way to think about it and so you know to some extent what we're seeing most likely is this delta
01:02:23
variant um having a greater escape velocity from people that have been vaccinated than
01:02:29
you know the alpha variant or any of the other variants we've seen um and so as a result you know people
01:02:35
are getting to date luckily knock on wood mostly mild and moderate symptoms and only a minority of people uh
01:02:43
that are exposed are getting um you know that condition but it's being tracked really closely i mean like like zach
01:02:48
said in israel they have now said that you know if you're uh vaccinated with fizer double
01:02:53
backed with pfizer you're now 64 um you know effective and you're you know that that means that
01:02:59
if you're exposed to covid there's a chance you can actually get these symptoms but the hospitalization rate and the
01:03:08
fatality rate is still way way low because you have built up enough immunity you've built up
01:03:12
enough antibodies to have a good strong defense to keep things from getting out of control and
01:03:16
so knock on wood right now we're still looking good in terms of fatality and hospitalizations but there's certainly
01:03:21
you know what do you think of this situation and jamaat are markets kind of worrying about this because i'm kind of
01:03:27
wondering like as as market participants see this stuff are they trading it in a
01:03:31
way that's like fearful and does this lead to some market conditions in the next couple days and
01:03:35
weeks i mean i think that there's a very good chance that um some politicians are going to try to use
01:03:42
this uh for another shutdown in the fall i thought yeah i think you're right and
01:03:48
i think the teachers unions the nea and the aft are already putting all sorts of demands on going back to school
01:03:54
i don't think this date so first of all i think we have to be intellectually honest that this is a bad data point
01:03:59
this is really the first bad data point that we've gotten until now all the data's been good
01:04:04
the protection from the vaccines last longer it had been completely holding up against the variants
01:04:09
but this data point from israel is not a great data point i want to see more of them uh more data yeah but i
01:04:16
don't think that um this by itself wait a second didn't israel only get to like 55 60
01:04:22
vaccinated oh no they're they're way higher no no they're way higher than that yeah half
01:04:26
of the infections they're seeing in israel are children that were not vaccinated
01:04:30
and then the the other hats are the other half are adults um and so if you look at the adult
01:04:35
infection rate it looks like it's something around um 15 percent uh of uh you know these k or yeah i i
01:04:43
forgot the number but there's some uh statistic that shows that it's not uh the majority being vaccinated that there
01:04:48
are unvaccinated people that are uh look we're gonna probably we're gonna probably need a booster and we're
01:04:54
probably going to be on a cocktail but beyond that i think we need to make a moral
01:04:59
decision that we are all getting back to life as normal yeah 100 i'm done i'm not there there
01:05:05
will be both there will be boosters for sure right like this fall yeah yeah exactly and i
01:05:10
think the the the question about this this data is does it warrant a change in policy and i would say not yet
01:05:15
you know 100 not yet i mean we the whole policy idea was icus being filled and if you look at the stats in the
01:05:22
united states at the debts we are now at a seven day average of under 200 i think it's 150 debts per day
01:05:29
some again i'll ask you free break how many of those are with covid versus from kovacs yeah it's unclear but like israel
01:05:35
hasn't had a single death in two weeks from covet right so what are we talking about despite this increase in numbers
01:05:40
it's it's still uh right it's not it's not what the media likes to portray which is variants punching through right
01:05:47
i mean it's not like delta varian is just sweeping through israel okay there is a slight increase
01:05:52
in cases and we're definitely seeing elevated cases here in the u.s i mean delta
01:05:57
variance can become the main the dominant strain if it isn't already look it's mostly sweeping through areas
01:06:03
that have not been vaccinated but there are now cases i'd say mostly mild cases of people who
01:06:10
have been vaccinated i mean i think it's all the more reason why if you're an adult you should get
01:06:15
vaccinated we really do need all adults barring some sort of um you know highly specific
01:06:23
immune condition that where you you need to be on some sort of different treatment
01:06:27
but almost all adults in the us really should get me vaccinated otherwise we're going to have keep
01:06:32
having these variants sweep through i'll tell you i had a really good conversation with an infectious disease
01:06:38
doctor yesterday who's a research specialist and well-known in this space and he
01:06:42
pointed out that the evolutionary cycle of this virus is a function of how many people are not
01:06:49
vaccinated because the more bodies the virus has to hop the faster the more evolution it can get the more it
01:06:56
evolves right yes and so um you know certain virologists and epidemiologists will model this where
01:07:02
they will highlight kind of the epi the evolutionary rate of the virus as a function of unvaccinated people getting
01:07:08
infected every day and so the more people that we get vaccinated the longer the timeline it takes for the virus to
01:07:15
evolve and get to a breakthrough variant and so we need to accelerate and continue to push people to get
01:07:19
vaccinated worldwide to reduce the available pool for evolutionary um success of the virus
01:07:24
yeah it's it's to put it in maybe layman's terms all these unvaccinated people are basically like a giant petri
01:07:30
dish for the virus to keep to keep mutating and we do need i think like a marshall
01:07:36
plan to help all these other countries get vaccinated i mean i think we have enough
01:07:40
vaccines in the u.s but what have we done to help all these other countries it directly benefits
01:07:45
us if we reduce the size of that petri dish this delta variant came from india why
01:07:51
there's like a billion plus people there who you know for the virus to mutate on i mean obviously with the
01:07:58
petri dish that big you're going to get a variant now there's a new variant coming out of peru which looks
01:08:03
potentially scary now these are not full breakthrough variants yet but to freeberg's point is just a
01:08:08
matter of time you guys want to guess the bottom two states in the country i mean it's just mississippi in terms of
01:08:15
mississippi and alabama alabama exactly can you imagine mississippi and alabama 33 come on get your act together
01:08:24
what is it i mean it's going to whip through those places and you're all going to die
01:08:27
you're going to kill your grandparents is that an evangelical movement issue is that it's it's it's well we
01:08:33
talked about this the last pod there's two groups in america who are most republican men oh no let's be more
01:08:38
specific it's evangelicals and african-americans those are the two groups who are most
01:08:43
you keep saying you keep saying and then what does how do you pronounce it eventually evangelicals
01:08:51
it's actually male republicans why can't no that's you're not being specific enough yeah
01:08:57
guys i gotta i got i gotta run love you free bird love you guys we love you free
01:09:01
see you later love you big boy let your winners ride rain man david sack and it said we open source it to the
01:09:12
fans and they've just gone crazy [Music] besties [Music] we need to get back