The Spy Who Shagged Huang?

00:00:03 Speaker 1: My name is Charlie Kirk. 00:00:05 Speaker 2: I run the largest pro-American student organization in the country fighting for the future of our republic. My call is to fight evil and to proclaim truth. If the most important thing for you is just feeling good, you're going to end up miserable. But if the most important thing is doing good, you will end up purposeful. College is a scam, everybody. 00:00:26 Speaker 3: You got to stop sending your kids to college. 00:00:27 Speaker 1: You should get married as. 00:00:28 Speaker 2: Young as possible and have as many kids as possible. Go start a Turning Point USA college chapter. Go start a Turning Point USA high school chapter. Go find out how your church can get involved. Sign up and become an activist. I gave my life to the Lord in fifth grade. Most important decision I ever made in my life, and I encourage you to do the same. Here I am. 00:00:46 Speaker 1: Lord, use me. Buckle up, everybody. Here we go. 00:00:56 Speaker 2: Noble Gold Investments is the official gold sponsor of The Charlie Kirk Show. a company that specializes in gold IRAs and physical delivery of precious metals. Learn how you could protect your wealth with Noble Gold Investments at noblegoldinvestments.com. That is noblegoldinvestments.com. 00:01:17 Speaker 4: All right. 00:01:17 Speaker 1: Welcome, everybody. It is November 12th, 2026. 00:01:20 Speaker 5: We are live from the YRefi Studios in Phoenix, Arizona. Lots to get into. Jam-packed show. And the breaking news today, Blake, is that. 00:01:31 Speaker 1: I don't know that we've ever had... Jensen Wong. 00:01:32 Speaker 5: Has been forced to resign as CEO and chair of the board at NVIDIA. 00:01:38 Speaker 1: A $ 4 trillion company, and the linchpin, the linchpin. 00:01:44 Speaker 5: Of the global AI boom. 00:01:46 Speaker 1: I think this is the first time. 00:01:47 Speaker 6: I've been at this show for four years, and I think this is the first time a personnel move at a corporation has been the lead story. But for those of you who don't follow business world a lot, it actually is super important. Like you said, $ 4 trillion company, what, NVIDIA? 00:02:02 Speaker 1: You might know them. 00:02:03 Speaker 6: If you played computer games 25 years ago, you probably knew about NVIDIA chips then because they made the graphics cards that would go on your laptop. But it turns out that technology... was also incredibly useful for driving the models that they make, or driving how they make AI models. And so NVIDIA went from being this niche, high-end computer graphics company to, yeah, the engine of Claude, Grok, ChatGPT. That's all made possible with NVIDIA's chips. They make the best computer chips in the world. 00:02:35 Speaker 1: CPU, computing power, right? 00:02:37 Speaker 5: So this has become, and by the way, He's very in tight with Howard Lutnick, with President Trump. So that's adding intrigue to this. But to bring you up to speed on the story and why you should care is because Jensen Wong is he founded this company in 1993. He has seen its rise from nothing to four trillion dollars. And then it comes out in late October that he had this illicit relationship out. He went outside of his marriage, cheated on his wife. With a Chinese national named Alice Wong. OK, now what's also very interesting about this is that Alice is now running two billion dollars worth of chips in Southeast Asia. So there's a lot of levels to this that don't really add up. And President Trump, Elon Musk have all remained supportive of him. 00:03:32 Speaker 1: But there are. 00:03:34 Speaker 5: Rumors and that she is a spy now i have not seen any proof that she is a spy now i'm starting to get really suspicious because 149 last night i read this from the economist and i was like. 00:03:47 Speaker 6: Hmm jensen huang must resign from like a top opinion lauder. 00:03:53 Speaker 5: Like globalist you know with an agenda rag okay in my opinion the economist so now i'm going okay Is he playing both sides of the field? Is he doing the bidding of China? You see, a lot of people have been suspicious of Wang because he wanted to sell his chips to China. Howard Lutnick, the Commerce Secretary, said, well, guess what? We want to get China addicted to the American tech stack. We'll sell them degraded chips. They're going to be a couple generations old, so they're not the top, top chips. This way, they're constantly addicted to this. Blake doesn't buy that theory. China to make matters even more confusing as we try and figure this out, China has been blocking shipments of NVIDIA chips. And there's like 600,000 chips sitting at a port in Hong Kong. So China is not super big on this. They want Chinese companies like Alibaba and ByteDance to buy Chinese chips, okay? 00:04:52 Speaker 1: Look at that. NVIDIA chips pile up in Hong Kong as China withholds import approval, all right? 00:04:58 Speaker 5: So there's many things going on here, and a lot of it is speculative. Now, the original New York Times article was referencing a tech insider. That's not the FBI. It's not the CIA. It's not the NSA. It's not Marco Rubio at State. It's a tech insider. So the question is, qui bono, who benefits by taking out Jensen Wang? 00:05:21 Speaker 1: And that's the story. 00:05:22 Speaker 5: Now, I will add that it has come out that he had a second affair with With the vice president of health at NVIDIA. 00:05:28 Speaker 6: Okay, here's what we're going to say. We don't like affairs. This is a nice Christian show. Stay faithful to your wives, people. But here's why you should raise an eyebrow at that. This is Silicon Valley. There's another company you've heard of called Palantir. The CEO of that is Alex Karp. Alex Karp has two families. 00:05:46 Speaker 1: What does he call it? 00:05:47 Speaker 6: He calls it geographically monogamous. In the AI world, there's people at Anthropic and OpenAI. A ton of them are monogamous. polyamorous they live in polycules with somewhere you know three to ten plus people in giant sort of relationships so none of these people are are standing up for good old-fashioned protestant marital morality here they are exploiting it to bring down jensen wong and we should ask why and what andrew you were building up to there a very interesting possibility is this is not people are framing it as a national security question jensen wang had an affair with a woman. Some people say she's tied to China, to Chinese intelligence. Are they using him through her to manipulate the president to maybe do pro-China policies because he's tight with the president? But another interesting possibility, we mentioned those NVIDIA chips that they drive all that AI development. Well, they drive AI development in China as well. That is what Jensen Huang, that was what he did most controversially. He argued we should keep exporting not the best NVIDIA chips, but like one level down. 00:06:50 Speaker 7: To China. We'll still stay ahead of them. We can make a bunch of money. They'll be dependent on us. 00:06:55 Speaker 1: All of that. 00:06:56 Speaker 6: And you know who really doesn't like that is the big AI companies in the United States. 00:07:01 Speaker 7: Anthropic. OpenAI. 00:07:04 Speaker 6: Because they make the best cutting edge models, but the next level down, they're so-called open source models. They're models generally anyone can download. You can use them however you want. DeepSeek's an example. You can use those however you want. And so if you're If you don't want to be controlled by a big AI company in Silicon Valley, you'd want to look to those. And those models aren't as good, but they're usually only a few months behind, which is not that long. And so if you're anthropic, you would love for those models to now be a year behind, two years behind, maybe never able to catch up to you. 00:07:38 Speaker 7: And who's standing in your way for doing that? Jensen Huang. 00:07:42 Speaker 6: And there's a lot of evidence that the original story published by the New York Times originally traces to The director of policy at Anthropic. A lot of people online are claiming this. No proof for that. 00:07:52 Speaker 1: And this is what's interesting about it. 00:07:54 Speaker 5: So Blake did a good job of outlining the ideology surrounding Silicon Valley. These are not people that are traditional Christians by any means. We had Andy Ngo on the show talking about his new book, I think it's The Zizians. 00:08:08 Speaker 7: Rationalists, all out of Silicon Valley. 00:08:10 Speaker 5: Which is a trans cult, hyper-realist, cult, they believe in weird things. It's almost like there is a bubble around Silicon Valley and the tech community there, and they are practicing some sort of weird witchcraft. 00:08:26 Speaker 1: I'm not even kidding. It's that crazy. 00:08:28 Speaker 5: So when you hear Palantir, when you hear about these tech oligarchs bringing in these funny, weird, probably diabolical ideologies, and these filter in, and you got all these rumors around Open AI, and I mean, there is some crazy stuff going on there, okay? Jensen, on the other hand, his Taiwanese parents brought him over to the United States, and he came of age at a Baptist prep school for down-and-out kids. 00:08:57 Speaker 6: His parents thought they were sending him to an elite prep school because they didn't know English that well. They were sending him to a reformatory school, the Oneida Baptist Academy. 00:09:05 Speaker 5: Yeah, but it turns out to be this very interesting divergence between ideologically with Jensen Wang over some of these other weirdos in the space. And again, Elon Musk is backing him. President Trump is backing him. Nothing illegal happened. And I'm saying, listen, there's an investigation right now going deep into it. 00:09:26 Speaker 1: The FBI is on it. 00:09:27 Speaker 5: The CIA, all of the intel apparatus is trying to figure out who Alice Wang is. But something doesn't add up here. And it's very intriguing. All right, so a couple of other wrinkles here, and you can throw them up as we call on them. So Zero Hedge posted and said, because they saw the writing on the wall, they said, please hire Jensen Wang. And Elon Musk replies back, I'd be honored. Okay, so that's one very interesting. 00:09:56 Speaker 7: I don't think Jensen Huang's problem is going to be not having a job. 00:09:59 Speaker 1: He doesn't need a job. He's very rich. But that's very interesting. President Trump, 134. 00:10:04 Speaker 5: Now that NVIDIA CEO Jensen Huang, who has done a fantastic job, has resigned, there's only one man to take his place, Tim Cook of Apple. A legend replaces a legend. Do you think he'd start. 00:10:14 Speaker 7: Calling him Tim NVIDIA then? 00:10:16 Speaker 1: I don't know. 00:10:17 Speaker 7: Because he would always call him Tim Apple, remember? 00:10:19 Speaker 3: Tim Chip. 00:10:20 Speaker 7: I don't know. 00:10:20 Speaker 1: Tim's super intelligence? Yeah. 00:10:22 Speaker 5: Anyway, so those are interesting little pieces of this story. But just consider this. And these are some of the wrinkles here that I want everybody to be thinking about. So we have to ask ourselves, qui bono, right? That's the big question. 00:10:38 Speaker 1: All right. 00:10:38 Speaker 5: So, again, I made a point of telling you that Alibaba wants to use NVIDIA chips. China does not want them to use NVIDIA chips. We know from SEC filings that NVIDIA has been very open about the fact that if we don't get our chips into China, that represents a massive potential problem for us. So what is going on with Megaspeed and what is Megaspeed? Megaspeed is Alice Huang's... Yes, they have the same last name, Alex Huang and... There's only like 30 Chinese... There's like 100 Chinese surnames total, so... So Megaspeed built data centers in Southeast Asia and rented their computing power to companies like Alibaba. 00:11:18 Speaker 1: So it's like a backdoor. 00:11:20 Speaker 5: It's a backdoor way of getting those NVIDIA chips into your tech stack, right? 00:11:26 Speaker 1: China doesn't like that. So the question is, why would China.... 00:11:32 Speaker 5: Place a spy with Jensen Wong when they don't when they're actually very clearly motivated to stop Nvidia chips getting in there now maybe they just wanted the intel maybe they wanted eyes on it or is Alice Wong just trying to work a back door and make money is she really a spy I mean she definitely looks like a honeypot I will tell you that and she had a very small company And then, boom, $ 2 billion worth of NVIDIA chips flow through her company, probably because of her relationship with Jensen. But that doesn't also make a lot of sense because, like, so if she's working on behalf of the CCP but undermining their efforts by getting companies like Alibaba computing power through NVIDIA, how do those two things square? 00:12:19 Speaker 6: Ultimately, this is, I think, this will all shake out over the weeks to come, but I think it'll be an interesting example of, how corporate espionage and how politics works in the world of business. Because everyone's gotten run away with the story of one of the most powerful CEOs in the world had a relationship with people they say is a Chinese spy, and then you dig down into the details, and it's like the New York Times, they don't offer any proof it's a Chinese spy, and it'd be difficult to prove that, but you could say, oh, here's this actual... intelligence report on this person that we saw or here's text messages here's a contact they had with a known senior chinese spy official they never do that in these write-ups it's just they spoke with someone in the intelligence world who said they believe this is the case yeah that could be anyone trust us on that that can be anyone now wall street journal and new york times they don't outright make things up but on the other hand the new york times they did push The Russian collusion hoax is actually a good example to look towards here, where they talk to intelligence officials who would tell them, oh, we think this person is tied to Russian intelligence. This person was a dupe for a Russian op. A lot of those people probably even believed it. The intelligence world collects paranoid people, ideological people, people with an agenda, and they can use that to go after other people. And they may have played a role in this. And then you Loop in those corporate agendas that come to mind. We're used to the idea of intelligence having military ramifications, political ramifications. But just think on the business side of things. 00:13:57 Speaker 7: If you're a. 00:13:57 Speaker 6: Company that wants to bring down NVIDIA for whatever reason, trillions of dollars can hinge on that. That's all the motivation you need to bring down a CEO, to lie about him, drive him out of his job. 00:14:10 Speaker 1: Well, so it's interesting. 00:14:11 Speaker 5: I asked AI, I asked a couple models, what would be a plausible motive... for OpenAI or Anthropic to run a honeypot scheme on Jensen Huang. And they said, plausible motive is to neutralize Jensen Huang's outside influence on the chip policy and NVIDIA's chokehold on compute. So you compromise removing Huang Wood, three bullet points, undermine the strongest internal opponent of export bans and make tighter restrictions politically easier. Weaken NVIDIA's pricing and allocation power of its biggest customers and labs themselves. reduce pressure from Huang's public defense of open weight models, which Anthropic and OpenAI view as competitive threats that erode their closed model advantages. 00:14:57 Speaker 6: And Dario Amadei, I think I asked the same thing, actually, of Claude, which is specifically Anthropic's model, and it noted that apparently Huang has said he disagrees with almost everything said by Dario Amadei, CEO of Anthropic, who we should probably talk about more. We should probably just do a segment about Dario Amadei, because... He's not as famous as Elon Musk, certainly not in the conservative sphere, but especially in the next year, that is a person who he's probably one of the five, most, maybe three, maybe the one most important person who will have an impact on your life in the next year. 00:15:33 Speaker 5: The, the, the origin story of Anthropic is very interesting because they basically broke away from open AI. It was this rogue element within open AI. They, they came, they, they, Basically had a big falling out with Sam Alvarez. What's spooky about it is. 00:15:46 Speaker 6: That Dario Amadei, a lot of people go into tech because they want to make a ton of money or build a new product. But what's really scary is the people, they love to say they want to change the world. They have an ideology. And Dario Amadei is a guy who would want to do that. I actually have a friend who was in school with him decades ago. And he says he was the kind of guy who was deeply and profoundly upset and seething if you didn't care as much about him as about protesting the Iraq War, which was starting at that time. I don't think he's ever– he's an activist type, and now he's a guy. 00:16:17 Speaker 5: I know an investor in Anthropic, and he basically said it's an evil company. And it's a company, yeah. I'm going to borrow something from an ex-account, Arnaud Bertrand, who made an interesting point, too, about this idea. Is Alice Wong a spy or not? Is she working for the CCP? And he says this, and there is another absolutely major contradiction in the media story. According to a Financial Times article published yesterday, a, quote, person who knows Alice said they had been asked by MSS, so that would be the Chinese spy agency, for information about her earlier this year after news emerged that Singapore was investigating the company's relation to chip smuggling allegations. which raises the obvious question. If she were indeed an MSS asset, why on earth would the MSS need to ask people around her who she was and the nature of her business? So this is another little clue here. 00:17:16 Speaker 1: Is she really. 00:17:18 Speaker 5: A CCP spy, or is she a corporate espionage, honeypot, or is she just a businesswoman that hooked up with Jensen Wong? 00:17:30 Speaker 1: Very, very curious story. 00:17:34 Speaker 5: With flu season approaching, and really already upon us, many people are asking, should I get a flu vaccine this year? Did you know a Cleveland Clinic study of 53,402 healthcare workers concluded that if you got the flu shot, you were 27% more likely to get the flu? Do something that will actually. 00:17:51 Speaker 1: Help your immune system this flu season by strengthening your immune system. your microbiome. 00:17:55 Speaker 5: Recently, a groundbreaking study uncovered something remarkable about a centuries-old fermented superfood called kimchi. 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Again, that number, 888-317-9258. Without further ado, we have Scott Greer, author of White Pill, The Online Right in the Making of Trump's America. and highly respected his sub stack, which we actually referenced this week. 00:19:21 Speaker 1: Scott, welcome back to the show. 00:19:23 Speaker 3: Glad to be here. Thanks for having me. 00:19:25 Speaker 1: Yeah. 00:19:25 Speaker 5: Well, I, you know, I just have to say, cause we referenced your sub stack this week about the sort of change in aesthetics needed. 00:19:32 Speaker 1: None of the. 00:19:34 Speaker 5: Buffoonery or the clownery, but keeping the ideas intact. I think that was really, I think it was great because I think a lot of us are feeling like something new is afoot and it's kind of, still taking shape. That's not why we had you on, but if you want to reply to that, it might be. 00:19:50 Speaker 1: A good place to start before we get to the next story. 00:19:52 Speaker 3: Yeah, everyone's wondering where the next step is. 00:19:55 Speaker 4: And I think it's to take a step back, look at things from a realistic perspective, not try to dismiss what happened last Tuesday and take it, have an honest honest accounting of the midterms and why Republicans lost. I think that's the only real necessary step for conservatives because what we saw on Tuesday was a major rebuke of what Republicans have been pushing over the last two years, our disappointment with Republicans over the last two years, with Iran, with the issues with affordability, with some of the seemingly lack of concern for ordinary people's concerns. that a lot of Republicans have been evincing. I think that people need to take a step back, stop where the current political situation is, and figure out how we can win in the future, rather than just saying, oh, it's a fluke or bad candidates. 00:20:48 Speaker 3: We had bad candidates. This is why we lost by 13 points. 00:20:51 Speaker 1: I think that people need to. 00:20:53 Speaker 3: Take a much greater extensive reassessment. 00:20:57 Speaker 5: Yeah, and I think it was right on. And I think, again, I keep going back to this word, the aesthetic issue. 00:21:02 Speaker 1: The vibe. It's really the tone of the movement. 00:21:05 Speaker 7: It does matter a lot. 00:21:06 Speaker 6: And it's frustrating because as an example on the perception of corruption stuff or whatever, it's vastly worse for America if Democrats are going to throw Elon Musk in prison or if they're extorting every company in America to give $ 10 or $ 50 or $ 500 million to various BLM racket charities the way they did in 2020. 00:21:29 Speaker 7: It's way worse to do that than to have someone... pay someone in. 00:21:33 Speaker 6: Trump's orbit $ 500, 000 so they can try to get Trump to give a pardon to someone. Overall, the impact is bigger. But the second one is just a lot uglier and feels more crass. Yeah, it's very on the nose. 00:21:45 Speaker 5: Let's hold on that for a second because I do think the two stories are connected. We haven't gotten to this story on the show yet, Scott, but it's this monkey noise incident at Ole Miss. So for our audience who hasn't heard this yet, on the evening of November 6th, Around 8.30, a ring doorbell camera at an off-campus apartment in Oxford, Mississippi, captured. 00:22:07 Speaker 1: Three white women. 00:22:09 Speaker 5: Yeah, those are the three white women right there, which the fact that we already know their race in this story should tell you where this one's going. Outside the unit shared by three black Ole Miss freshmen, two of the women made monkey ape noises and gestures. One beat her chest. The third walked past without joining in. Metcalf, one of the black women in the apartment, posted the footage on TikTok the next day. It went viral. We're talking like mega, mega viral. Tens of millions of views reported. The residents confronted the women shortly after, the white women. And one of them, Elena Kunis, apologized. The others reportedly continued the gestures during the exchange. The women reportedly said they had done similar things at like four other doors and meant no harm. 00:22:56 Speaker 1: This has turned into, like, monkey gate 2026. 00:23:00 Speaker 6: This is a national story. Is it 2019 again, Scott? Is it 2020 again? Are we back to every time someone does a bad thing on a ring camera or says the wrong thing on X, it's national trauma, Civil War II? 00:23:14 Speaker 5: Let me give one more clip here before you chime in, Scott. This is from CBS Morning. I mean, just look at the tone, how serious. Sod 11. 00:23:23 Speaker 8: He actually went outside. And tried to, like, approach them and, like, get them to, like, explain why they did that. One girl was apologizing. She was like, I'm sorry. We did that to, like, four doors. And mind you, we didn't see anyone else. It was just ours that was targeted. And she was like, we didn't meet any horror. 00:23:44 Speaker 9: Cunez publicly apologized for her actions through a statement Tuesday, saying in part, to the women I offended and to the Ole Miss community, I sincerely apologize. Before the incident on November 6th, I never met the women involved and was unaware of their race. However, I recognize my actions were insensitive, inappropriate, and deeply harmful. I would have never intentionally made those noises or gestures toward a person of color. I have apologized to the women, and I pray they will forgive me. 00:24:14 Speaker 8: I appreciate the apology, but I feel like it still doesn't change what happened. 00:24:19 Speaker 10: Okay. 00:24:20 Speaker 1: Scott, your reaction? 00:24:22 Speaker 3: I mean, my heart is broken for these women. 00:24:25 Speaker 4: I don't know if they'll ever overcome this deep trauma that they suffered of three drunk co-eds making bizarre noises late at night. This is something that no one has ever experienced before. ever in the United States of America. And if anyone is going to experience this, we need the full power of the state on this. What we imagine that this Kunis girl did is like something that demanded the National Guard be called in. Like, we've got a serial killer on the loose. She's making monkey noises at an apartment complex. Like, what do you expect 18-year-old drunk people are going to do? And Blake said that, are we back in 2019? I'm not even sure this would have been a national news story in 2019 because, yes, they were focused on dumb stories. But it'd be like a Karen who, you know, she would be in a dispute with a black person and this person would harass them. And then that person would pull out the cameras like this. Karen's trying to call the cops on me. And then we don't have, we have a distorted image of what's going on there. All we see is two people arguing and the person with the camera saying, this person's a racist. This person is calling the cops just because I'm black. So you could say, oh, wow, this is really bad what they're doing. But here it's like, we expect college kids to do like very stupid things. And this is rather benign. And the fact, or it's totally benign. I mean, yeah, obviously that might wake you up or whatever, but what do you expect by living by campus? And that's not their problem is that, oh, they woke us up. And the fact that drunk people waking you up is somehow a national news story isn't the outrage here. If that was the case, I would be on CBS Morning every Monday with some things I hear. I don't live by a college campus, but I'm just saying that every American, depending on where they live, are many Americans experiences. So the fact is that they are utilizing this victimhood narrative to to express themselves as that this is a deep sign of racism and American that this girl did something that's the equivalent to terrorism. what she did to her ring camera. But that is the story, is that we had basic reporters and knocked on these other neighbors' doors and like, hey, did you hear some drunk people making monkey noises by your door? And if they said yes, and I assume many of them are probably white, then this would be a non-story. But the fact is, is that the only people who decided to share their camera footage with the world and make it go viral on social media is this one apartment, and they decided it was racist, and that's what the national media is covering. And the fact that CBS Morning is covering this in somber tones, like this is a new Emmett Till or something, and it's the dumbest, most basic thing that happens to Americans in their daily life. It's basically you walk by someone on the street and they're making noises. 00:27:22 Speaker 3: Now you're a victim. 00:27:24 Speaker 4: That just some random person doing noises because they're drunk or whatever, they're bored. This is the new national controversy. And it's even worse than the stuff from the Karens of seven years ago. 00:27:36 Speaker 6: Obviously, we all agree this is a monumentally dumb story. But then the media angle of this, what do you think? You mentioned this wouldn't even be happening in 2019. So What engine do you think is driving this? Because it's clearly not a shortage of news. A lot is going on lately. Are they trying to bring that era back? Is this a product that newsrooms have changed even compared to 2019. What's enabling this to become a national story? 00:28:00 Speaker 4: I think it's social media algorithms a lot more. I mean, the Karen stuff went viral in the past, but the fact is, is this is what social media decided to get an outrage by last weekend on TikTok and Instagram. This is what people fixated on. It was the same reason why Cornell 7 a month ago became the biggest news story. And before that, it was Lindsay Clancy for two months. This is what social media is fixating on. And news media is like, well, we've covered the midterms enough. Same old stuff's happening in Iran. So we have no news angle here. Oh, here we've got horrible racism in Ole Miss, Ole Miss, Mississippi burning. 00:28:39 Speaker 3: They're all racist there. 00:28:40 Speaker 4: Oh, and they just, but they, even though they just elected a black Senator, but this is why it's driven, I think a lot by TikTok trends and other things. Which is different from what it had been like a few years ago where people would have laughed about this and moved on. 00:28:54 Speaker 1: All right. 00:28:55 Speaker 5: So this is my problem here, though, Scott. Put up this image of this young woman. And I'm going to just make sure I have my facts straight here. So the issue is monkey noises. As you called it, it's one of the most benign stories that I've ever heard of. And yet they're dragging these. The somber tone. How serious this is. It's really striking. And really, I mean, you want to use the retarded word. I mean, it really does. It's just the racial discourse in our country is so, so awful, especially in the mainstream news media complex. So this girl's name is Gianna Detloff. 00:29:38 Speaker 1: She was 19 years. 00:29:40 Speaker 5: Multiple black males opened fire at a Halloween party in Bloomington, Illinois, hitting seven women and two men. And guess what? Gianna was killed. I have not heard any stories about this. No national outrage about a bunch of black men going after this party, shooting it up, and killing Gianna, which is a tragedy. 00:30:03 Speaker 1: There's more, though. 00:30:04 Speaker 5: There's tons of body cam footage. They're up 147. Here's another one for you that kind of strikes at this. Three white women killed by black men, all with prior arrest. No national news media. No CBS morning interviews with the somber tone about monkey noises. The Double standard. The hypocrisy involved in this entire narrative is so infuriating. Anybody associated with the outrage mob on this story, in my opinion, should be apologizing to these young women for trying to ruin their life. You know, the university's launched an internal investigation. I wouldn't be surprised if these women get pushed out of school, expelled. But I think they should apologize. And then I think some should be sued because this is ridiculous. But Scott, explain this double standard and where it comes from. I thought woke was dead. I thought we were done with this stuff. Is it about to make a huge comeback? Is this all connected to the midterms? Tell me what's happening here. 00:31:01 Speaker 3: Well, you know, you would have seen. 00:31:02 Speaker 4: A lot of these black and white murders completely forgotten about years ago. But I mean, last year, the train stabbing in Charlotte, this was like the number one news story because Trump and conservative media made it the number one news story. And the national media had to cover it because of what had happened on that train. And it was a brutal stabbing that everyone could see on video camera, and there was no justification for it. And the media was very uncomfortable about this, but they were forced to cover it. But the reason why they don't cover it is because we accept it. 00:31:34 Speaker 3: As a normal part of life. It's part and parcel of living in America. 00:31:37 Speaker 11: It just happens. 00:31:38 Speaker 4: It's like getting a car wreck or having a bad storm flood your house. 00:31:44 Speaker 3: It's just something happened. 00:31:45 Speaker 4: But The few examples of white racism they have, because they're so rare, but we want, or the national media wants to believe that they're so frequent, and it defines our country, that they erupt into outrage when they finally find an example of white racism, which is hard to find. It's like, you know, they want to believe that Klansmen are marching around the country, they're burning crosses on minorities' lawns, and that All of these minorities are scared to walk outside their house because there's so many white racists walking around and doing terrible things. I mean, this is what was the basis for Jussie Smollett's case, is that people wanted to believe that there are white racists marauding around downtown Chicago and claiming it's MAGA country and staging mock lynchings of famous black actors. are semi-famous black actors. Let's correct the record there. But that's what people want to believe. And the fact that there is a very small supply of it, almost an extinct supply of it, that when they finally find an. 00:32:52 Speaker 3: Example, they go nuts over it. 00:32:54 Speaker 4: Now, for the past few years, there has been a lot of support over these cases and a lot of pushback. 00:32:59 Speaker 3: We can go back to last year to the Shiloh. 00:33:01 Speaker 4: Hendricks case, where in that story, you could imagine where normies, if they hear about it and don't know the case, they would be rather offended because using that type of language with certain people, there's obviously a massive taboo around that. And when you say that taboo or when you violate that taboo, society comes down. 00:33:23 Speaker 3: Hard on you. 00:33:23 Speaker 4: And that's just the nature of American society. But here there's no taboo shattered. It's just simply drunk co-eds making noises, which they could just say it was any type of noise and they're drunk and they didn't even know what the noises were making. 00:33:36 Speaker 3: But with Shiloh Hendricks' case, there was a lot of support for her and the. 00:33:39 Speaker 4: National media didn't take as much attention towards it until there was all this massive wave of support for her because there was these attempts to cancel her and attempts to ruin her life just for getting into an argument with somebody who was harassing her and her kid. And, you know, this is the problem with a lot of these stories is something I tweeted about or posted about today. 00:33:59 Speaker 3: We don't say tweet anymore. 00:34:00 Speaker 4: But posted about today is that the big problem with surveillance in American society is your fellow citizens, is that you could just be having a bad day. Someone pulls out their camera phone and decides to ruin your life because you're having a meltdown because, you know, maybe your car wasn't running today or you got an argument with your partner, whatever. There's some problems that people have. And now you can have your whole life ruined just or somebody pulling out their camera. and taking, you know, video of you. And it's the same with this story. These girls having fun, you know, they're 18, they're drunk, whatever. Now their whole lives are ruined simply because they made noises at the wrong door. And you even, there's several cases of this happening on airplanes where guys are just texting and then people like, he used a bad word and now they're canceled. 00:34:42 Speaker 1: Yep, exactly. 00:34:43 Speaker 5: But like, again, the hypocrisy in the double standard just needs to be called out. I mean, look at, throw up 157. This is a story that just happened within, I guess, 10 days ago. So it was on November 1st, November 2nd. This 15-year-old kid was murdered by these three other black individuals. And he calls his mom and he says he's been shot. The mom ends up using tracking on his phone to track him down and find him. 00:35:16 Speaker 1: And he was dead. 00:35:17 Speaker 5: And so he's a 15-year-old boy. He was about to turn 16. On November 14th, I believe, or 16th. And nobody's even heard. 00:35:24 Speaker 1: Of this story. This is yet another story. And no outrage. 00:35:28 Speaker 5: No CBS morning. Monkey noises, Scott. Monkey noises. That's what we're talking about here. It's a complete non-story. 00:35:37 Speaker 3: Absolutely, it's a complete non-story. 00:35:39 Speaker 4: But that's what just the media thinks is worse, is that you're just supposed to accept this. It's like it's just a car accident happening. It just happens in life. There's no news here. But if some girls at Ole Miss hear what they claim are monkey noises outside their door, this is practically the worst thing to happen since 9-11. 00:35:57 Speaker 3: And this is the type of outrage that's generated by this. 00:36:00 Speaker 4: But what you see with Irina Zerutskaya and the case you just showed from Florida is just something that's part and parcel of American life. 00:36:11 Speaker 3: You're just supposed to accept it. And that's all there is. 00:36:14 Speaker 4: And so when they tell these stories, it's like, well, why are you so concerned with this story? Isn't that racist to be concerned with it? But this is what's actually happening. 00:36:23 Speaker 3: On a regular basis. And this is far worse than than what drunk co-eds are doing at Ole Miss. 00:36:27 Speaker 7: Scott, thanks for coming on. Check out his book, White Pill. Check out his sub stack. Thanks for coming on, Scott. 00:36:32 Speaker 1: Scott Greer, thank you so much. 00:36:37 Speaker 5: $ 28 may not sound like much, but to a scared mother considering abortion, it can help provide something incredibly important, a real opportunity to pause and see her baby for the first time. Today, a woman facing an unexpected pregnancy can reach for her phone, search for abortion pills, and have the pills delivered directly to her home. She can move from fear toward abortion incredibly quickly. But your gift can help create another opportunity. For just $ 28, you can help provide a free ultrasound through Preborn Network Clinic. There, a woman can see her baby, receive compassionate support from people who will listen, and consider another choice before abortion becomes her answer. 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I'd be so honored if you'd prayerfully consider joining us. 00:38:12 Speaker 5: So earlier this week, there was a big story out of UT Tyler in Texas that now Blue State of Texas is. 00:38:20 Speaker 11: Doing blue things. 00:38:21 Speaker 7: Don't remind me. 00:38:22 Speaker 1: I know. I don't believe it. I don't believe it. It's temporarily this way. It's going to snap back. I got to believe it. 00:38:28 Speaker 5: We're going to do a lot of work there. I know the conservative movement, we still outnumber them there. But nevertheless, we got to deal with the facts. It is currently a blue state, which is just really unfortunate. Anyway, so our students were tabling at UT Tyler. This story has made the rounds, man. Sometimes these things happen, and it just kind of hits a vein. So many press outlets have been wanting to talk to our students. I actually didn't book them yesterday because there were so many other outlets trying to book them. So this is the incident in question. Then we're going to bring in our students here who were there at the event. Throw SOT7 up. 00:39:07 Speaker 11: You can't attack us. 00:39:10 Speaker 3: That's assault. 00:39:11 Speaker 1: That's enough. 00:39:12 Speaker 2: That's enough. 00:39:12 Speaker 10: Back up. Back up. 00:39:14 Speaker 11: Hey, you cannot do that. 00:39:17 Speaker 14: Y'all don't deserve this. 00:39:20 Speaker 6: We do have cops over here. 00:39:22 Speaker 3: Absolutely not. 00:39:23 Speaker 15: You cannot take our flag down. 00:39:25 Speaker 10: Stay away. 00:39:25 Speaker 15: Just stay away. 00:39:26 Speaker 9: Back up. 00:39:27 Speaker 7: Just back up. 00:39:27 Speaker 2: Back up. 00:39:28 Speaker 1: Back up. 00:39:30 Speaker 4: Back up. 00:39:31 Speaker 1: Just back up. 00:39:31 Speaker 7: Just back up. 00:39:32 Speaker 1: I don't want to scare you. 00:39:33 Speaker 10: You came and attacked us. 00:39:36 Speaker 5: Hey. 00:39:36 Speaker 2: That's assault. 00:39:37 Speaker 11: Back up. 00:39:37 Speaker 3: That's enough. 00:39:38 Speaker 15: Back it up. 00:39:38 Speaker 10: Back up. 00:39:39 Speaker 14: He did not. 00:39:41 Speaker 11: He was approaching me. 00:39:48 Speaker 5: I apologize, officer. I was backed into a corner. Not exactly, buddy. Not exactly. Welcome to the show, Ray Lee Upshaw and Davis Thrower. Ray Lee is the UT Tyler Chapter Vice President, and Davis Thrower is the Tyler Junior College Vice President who de-escalated that situation there. Welcome to the show, both of you, and I'm really sorry this happened. I'm really sorry another incident like this happened. Rayleigh, you were witnessing all of this happen. Why don't you tell us what you don't see, what happened before the cameras started. 00:40:24 Speaker 1: Rolling, if anything? 00:40:25 Speaker 9: Yeah. 00:40:26 Speaker 15: So this, uh, former student had returned back to our table a few times, um, without this so-called cane. And the last time he had returned back, he came up behind our tent. I was standing underneath that tent and he had ripped down our flag and, you know, said we didn't deserve this, which was kind of contradictory, but nonetheless, he threw it up in the air and, um, Then we had that physical altercation. It's the first instance we'd had that on campus. Yeah, it was quite an experience. 00:40:57 Speaker 1: Yeah. 00:40:58 Speaker 5: And Davis, you you move quick. Thank you for doing that. You subdued him really quickly. You grabbed the cane and you waited for police to cuff him. What was your what was going through your mind in that moment? I mean, were you clear that he just had a cane? Were you scared? 00:41:14 Speaker 1: Were you kind of what what was happening for you in that moment? 00:41:17 Speaker 12: I was fully aware of his presence. He'd come by several times earlier in the day and was menacing. He was shouting obscenities at us. He walked by and flipped us off. And then one of the young women told us he's back. And I immediately tracked that. And he tore down the flag and attempted to throw it on the ground. 00:41:40 Speaker 10: One of the young. 00:41:41 Speaker 12: Women at that convention caught it, fortunately, before it hit the ground. And then he got physical with one of our other students and that just, that isn't okay. 00:41:51 Speaker 10: That isn't acceptable. 00:41:52 Speaker 3: It's not right. 00:41:53 Speaker 12: Um, and I was ready to engage if necessary and we're just fortunate and glad that it wasn't any worse than it was. 00:42:02 Speaker 15: Yeah. 00:42:02 Speaker 5: How is the student that got hit with the cane? Um, is he doing all right? I haven't heard any updates yet. 00:42:09 Speaker 10: Yeah, he's doing fine. 00:42:11 Speaker 1: Yeah. Go ahead, Kaylee. 00:42:13 Speaker 15: Yeah, he's doing okay. I just checked in with him this morning. He's got a pretty decent-sized bruise on his leg, but he's doing okay. 00:42:21 Speaker 1: Yeah, yeah. I mean, you guys did great. You handled yourself so well. 00:42:25 Speaker 5: I think you made all the Turning Point family and conservatives around the country very proud with how you handled that situation. 00:42:31 Speaker 1: You were calm in the. 00:42:32 Speaker 5: Face of an unfortunately very, you know, sort of deranged person. And we've got a lot more information on this guy. He's currently been arrested, and he's a Apparently a trans person. 00:42:45 Speaker 7: He identifies as female, male, and non-binary. 00:42:50 Speaker 5: Yeah, so he's just kind of doing all the things. This is from Andy Ngo's journalism. He found this guy. His name's Ciro Tomlian. And what's also very curious about the story is he's a former student. So the question then becomes, why was he on campus at all? Was he just there to cause trouble? 00:43:11 Speaker 1: Was he. 00:43:13 Speaker 5: Sad he couldn't be a student currently. Was he trying to get... Do you guys know any details about this guy? Had you heard about him, met him in years prior? 00:43:21 Speaker 15: Yeah, so he was a former student. I'm not sure if he had any classes this semester or if he was just expelled prior to their announcement. But a few of our students had classes with him. So he's not just some random person that had just come up on campus to incite violence. 00:43:39 Speaker 10: But. 00:43:40 Speaker 1: Yeah, so. 00:43:41 Speaker 5: The question then becomes, he's non-binary, he's male, he's female, he identifies as all these things. UT Tyler, I mean, Tyler, Texas is not exactly a hotbed that you would think for this type of behavior. Is this a topic that comes up a lot on campus, on either of your campuses? Do you have these debates when you're tabling? 00:44:00 Speaker 12: We pretty frequently have debates with people that share leftist ideology and that support these individuals, but we've never come across an instance where physical violence has presented itself. 00:44:13 Speaker 5: Is there a large trans community around UT Tyler, or is this unusual? 00:44:19 Speaker 15: Not that I've seen. We've had a few instances where groups of people will walk by and yell expletives and flip us off, but there's never been an altercation like this before, especially not with a singular person. So it was a little bit surprising. East Texas in general is a very conservative area to begin with. But, you know, college campuses all across the country becoming more liberal anyway. So I wasn't necessarily surprised to see the altercation, but to see it go physical like that is something I had not expected. 00:44:51 Speaker 5: Well, UT Tyler President Dr. Julie Philly confirmed that the attack took place at the event. And basically shut it down really quickly. Did a good job, I have to say. I want to give kudos to presidents that take the firm line, that aren't trying to hedge or say Turning Point had it coming or something like that. 00:45:10 Speaker 7: Happens a lot. 00:45:11 Speaker 1: It does. And so good for them. 00:45:13 Speaker 5: So Tomlian, as far as we know, remains in custody at the Smith County Jail. And he's been trespassed from the school. The president, Philly, says everyone has the right to free speech and violence will not be tolerated at this university. 00:45:25 Speaker 1: Obviously, this comes. 00:45:27 Speaker 5: After Election Day, we had another instance in New Hampshire. This was Turning Point Action folks that were tabling a 70-year-old poet. I guess he describes himself as a poet, allegedly slapped one of our volunteers at Turning Point Action. 00:45:41 Speaker 1: And so this keeps happening. This keeps happening. 00:45:47 Speaker 5: Thankfully, Tyler, Texas is safer, but I just want to give you guys, it's a better community, better values, in my opinion. I just want to give you guys so much credit for standing strong, doing the right thing, and keeping your heads about you. You've made us so proud, and we wanted to have you on just to tell you that, honestly. The floor is yours. Tell us anything you want to tell us, anything I haven't asked. Kaylee, we'll start with you. 00:46:12 Speaker 15: Actually, I was up in New Hampshire for the TP Action event for midterms, the student that was hit. It's quite surprising. He's not a confrontational person at all. So to see someone like that come up and physically assault a student, he's 18 years old, he's just a kid. I mean, it was quite surprising, but we were glad to be up there and be helping with midterms, no matter how it turned out. And we're just our goal is to do the same thing here on our own campus, you know, to encourage students to come out and make their voices heard in a respectful manner. Obviously not inciting a physical altercation again, but that's our goal up here. 00:46:49 Speaker 1: God bless you. 00:46:51 Speaker 3: Yeah. 00:46:51 Speaker 1: And we've got 30 seconds left. Davis. 00:46:54 Speaker 12: I think students all across the country in our in similar positions to ours need to be aware of violence that could be perpetuated against them. I think that we all need to keep our heads on a swivel. to be understanding that bad things can happen to us and that we are not safe simply because we are in a gun-free zone or just because there's a police presence. So I just ask and encourage all students across the nation to be wary. 00:47:20 Speaker 5: God bless you guys. You got in there quick, man. I'd put you at any tabling event any day, my friend. 00:47:25 Speaker 7: What a champ. 00:47:26 Speaker 1: Both of you. Thank you. 00:47:28 Speaker 5: Yeah, make sure you get him back out, Kaylee. He's good people there. God bless you both. 00:47:32 Speaker 1: Stay safe. 00:47:33 Speaker 5: We're so proud of you. There was a little news made in this morning, and. 00:47:40 Speaker 1: That's about J.D. Vance. Now, Vice President J.D. 00:47:44 Speaker 5: Vance, as you guys will remember, brought up the, you know, I hear you, mea culpa tweet the morning after the midterms, the shellacking. 00:47:52 Speaker 1: Let's remember that. 00:47:54 Speaker 5: And a lot of people didn't like that, including Mark Thiessen, Newt Gingrich. 00:48:00 Speaker 1: They said it was an act of disloyalty. Okay. Okay. 00:48:04 Speaker 5: And then this morning, we woke up to a new Trump truth, 161, where he said, I have asked Vice President Vance to focus his complete and total attention on the mass corruption and crime taking place in Democrat-run cities and states throughout the U.S. The blue states such as Minnesota, California, Illinois, and many more are all poorly run, corrupt disasters. Billions of dollars is being stolen each. 00:48:24 Speaker 1: And every month. 00:48:25 Speaker 5: Our budget could be quickly balanced in the corruption of this large-scale criminal activity. Corruption is in the Democrat leadership's blood. We don't need a deal with Iran. Those days have long since passed. We've got their money, hundreds of billions of dollars, and we've got their straight. Thank you for your attention to this matter, President DJT. So Blake has an interesting read on this. I think a lot of people are looking at this as sort of a castigation, an admonishment to Vice President Vance for the comments that he made in iran i don't see that well i don't see it as that. 00:49:01 Speaker 6: I think it's a little i think him mentioning we don't need a deal in iran if he was just saying we hear that corruption is a concern we're going to show you how we're worried about it by blowing up these tens of billions of dollars going to fraud rings in blue states and we're going to focus on that and vance already has ownership of that we're going to task him even more aggressively but when he's saying i want him to focus exclusively on that and and he throws in the iran thing it's clearly some level of response to what the vice president said and going beyond that uh i think there's clearly there's some tension here because it's widely reported and widely understood that Vice President Vance didn't like the idea of the Iran war and argued against it. And that a lot of people, okay, if we're talking, is Vice President Vance going to run in 2028? 00:49:51 Speaker 7: What's one of the biggest burdens? That war. 00:49:53 Speaker 6: Does he need to distance himself from it? It's such a difficult balancing act. And we'd love to get emails from you and what you think about it. Because there's probably this element where he's going to have to be able to come out and credibly say, I am not going to be doing more wars in the Middle East. Please elect me in 2028. And a lot of people are going to roll their eyes and say, we don't believe you, unless he can really credibly present himself as that. 00:50:14 Speaker 1: I mean, it is threading a very tricky needle for J.D. 00:50:17 Speaker 12: Vance. 00:50:18 Speaker 5: On the one hand, I think it's without question that the war was unpopular. He wants to be able to credibly say to independents, disaffected Republicans, young voters, let me tell you, young voters, it was like selling ketchup, you know, a ketchup popsicle to a lady in white gloves trying to sell. 00:50:37 Speaker 1: The war to young people. 00:50:38 Speaker 15: Okay. 00:50:39 Speaker 7: Is that an idiot? A ketchup popsicle? 00:50:41 Speaker 5: Yeah, a ketchup popsicle to a woman in white gloves or an Eskimo. 00:50:45 Speaker 7: Oh, gosh. 00:50:47 Speaker 1: The point is it was a tough sell, all right? 00:50:49 Speaker 5: And I remain convinced of this, and I know that many in the audience were supporters of the president's decision to go into Iran. I have never been inconsistent on this. There are geopolitical wins that you can get from that. There are benefits from a national security perspective. But if you end up losing your country and Texas turns blue, was it worth it? My contention is that no, it wasn't worth it. Throw up 163, though. And this is what I want to show you. This is a net approval on the economy. So when pollsters went and asked people about the economy, you can see the new narrative that is arising is that it was the tariff, stupid. Trump wasn't popular because of the tariffs. OK, well, you see the tariff part of that on the left. It basically held steady from about April when it happened, when he announced it, the tariff regime, through March of 2026. Then Iran happened. 00:51:42 Speaker 1: And look at the drop-off. 00:51:43 Speaker 7: And that's where it goes off a cliff. 00:51:45 Speaker 5: But look at that sliver of blue, that MOU period, where J.D. Vance was pushing the MOU. 00:51:53 Speaker 1: And guess what? The favorability on the economy shoots up. And then the MOU fails again. 00:52:01 Speaker 5: And it goes back down, reaching a negative 32% popularity on the economy. 00:52:07 Speaker 1: By the time of the election. 00:52:08 Speaker 6: I have another one I'd like to show. I just sent it to you guys, so get it up if you can. But there's a guy, I follow, Christian Hines. He's a kind of election data guy who does a lot of stuff. And he does a lot of tracking of registrations. So who's advantaged, Republicans or Democrats, in registering parties? And we had a big surge around 24 and in the months after. where Republicans across the country were getting more new registrations than Democrats. And you can see it. He was showing it for North Carolina. And all through 2025, it's a Republican advantage of a few thousand, sometimes 10,000. Even November 25, 10,000 Republican advantage. 00:52:39 Speaker 7: February 2025, 31,000. 00:52:40 Speaker 6: February 2026 is when Democrats take the lead. And it just, the Republicans have a couple months here and there of narrow leads. But then it's Democrats plus 30,000 by October. The point where it goes towards the Democrats is Iran. It's not the tariffs. 00:52:53 Speaker 1: Yeah, it was Iran. 00:52:55 Speaker 5: And there is a whole bunch of people that will now tell you that the MOU was a disaster because it prolonged the war. This would have been done, they say. 00:53:04 Speaker 1: I disagree. 00:53:06 Speaker 5: I think when you are going into a country as large as Iran, which is basically Iraq and Syria and Jordan all combined, I mean, it's a big old place. 80, 85 million people, a really entrenched regime, and a geopolitical choke point in the In retrospect, I'm not saying I had a crystal ball and looked out at this and knew it was going to happen, but in retrospect, it was always going to be a quagmire. 00:53:34 Speaker 1: It was always going to be long and drawn out. It was always going to be messy. 00:53:37 Speaker 5: Now, President Trump has essentially choked off a lot of the funding that goes into Iran, a lot of the revenue that comes through. He's gotten part of the strait open. The blockade has been very effective. Massive, massive amount of credit to our military men and women. So that straight is now pumping out oil to the rest of the world. Oil prices are dropping. So it's possible that this thing will work out in the end. But if we are not messaging in such a way that says, hey, we're bringing this to a close, we're wrapping it up, I think that you're going to see favorability numbers still be hampered by this in a major way. And so I'm a very, very big fan of the fact that J.D. is carving out a lane, but here's the tricky part. As we talk about the needle that you've got to thread. I think Donald Trump— I don't think you can be— become president without President Trump being, hey, I'm back. 00:54:28 Speaker 7: I think that's where we disagree. 00:54:29 Speaker 6: I do think this is President Trump saying, in a pretty nice way for President Trump, because we know how direct he can be. I think he is saying, Vance, you are part of my team, and you are not going to create space between you and me. That's just how I think President Trump is going to approach it. I don't think President Trump The nature of who he is, the nature of who he is as leader, I don't think he's going to let his vice president basically beef with a decision that he owns very much and remains very, I don't want to say defensive, that he defends to this day, that he says he stands by. 00:55:01 Speaker 5: He still very much believes in his decision that he made, and he believes it's going to work out in the end. And he could be right. That doesn't change the fact that it had disastrous impacts on the election. All the data shows it. All the graphs show it. All the favorability in the polls show it. And I will tell you, anecdotally, our kids reflected that. 00:55:20 Speaker 1: Yes, 100%. 00:55:20 Speaker 7: You guys saw us. 00:55:21 Speaker 6: We had those kids on from different chapters, and they always said the war in Iran. 00:55:26 Speaker 7: Big talking point, a big source of division. 00:55:28 Speaker 1: It was. 00:55:30 Speaker 5: God bless our troops, especially yesterday being Veterans Day. An important message from Noble Gold Investments. November 3rd, control of Congress is on the line. And whatever happens, your savings are going to feel it. If Democrats take power, we could be looking at years of gridlock, followed by the same policies that fueled inflation before. More spending, bigger deficits, and a weaker dollar. We lived through this already. In June 2022, inflation was out of control and unchecked. Now, the national debt is over $ 40 trillion, and Washington isn't slowing down. 00:56:02 Speaker 1: What has gold done since 2022? 00:56:03 Speaker 9: Doubled. 00:56:03 Speaker 1: Up over 100%. That's right. 00:56:07 Speaker 5: You can't control what happens on election day. You can control how prepared you are. That's why so many Americans are turning to physical gold and silver. Visit noblegoldinvestments.com slash kirk. That's noblegoldinvestments.com slash kirk and download your free wealth protection kit. noblegoldinvestments.com slash kirk. Is your wealth protected? If not, now is the time to act. Past performance does not guarantee future results. One quick thing before we bring in Jonathan Carney on this NVIDIA story. Throw up 162. This is from Mark Thiessen. You know, he's reacting to something, and I just want to make one quick note here. His tweet says, not only is VP J.D. Vance still refusing to say what Trump said he should have, that Trump made the right decision to disarm Iran, he's leaning into his opposition to Trump's national security decision, making it as a deliberate part of his strategy to succeed Trump. with Vance Insiders telling Playbook that, quote, he not only has the moral high ground, but also the wildly more popular position. The disloyalty is just stunning. That is a quote that I gave to Playbook. I was not talking about it in reference to the president. I was talking about it in reference to you, Mark Thiessen, and neocons like you that want to just bomb all these foreign countries all the time. He has the moral high ground when compared to you, It's not disloyal to the president. The president can send him on to focus on fraud, et cetera, et cetera. That's his prerogative. We have his back or whatever he decides to do there. But I'm not telling him to be disloyal to the president. As a matter of fact, him being honest about Iran I think is loyalty to the president and loyalty to the country. Anyways, that's my take on it. I just wanted to make sure I was clear about that because he was misstating what I said. He was misrepresenting it. Without further ado, Jonathan Carney joins us now. John Carney, Breitbart Economics editor. John, welcome back to the show. You know, this whole NVIDIA story has so much intrigue. You know, I think we titled today's stream the the spy who shagged. 00:58:11 Speaker 1: Wang or Wong, you know. 00:58:13 Speaker 5: So, yeah, there's all that stuff. Very salacious. And actually, my heart goes out to his family. I hate stories of infidelity more broadly. 00:58:20 Speaker 6: But I think what we're getting at, the drama sort of overshadows. What does this matter in terms of just the raw, the brass tacks for America and China, for AI, for the economy generally? There's something like 8% of the S & P is NVIDIA at this point. 00:58:35 Speaker 14: Yeah, it's not good when America loses one of its top executives. 00:58:41 Speaker 11: He's a serious business leader. But he had to go. 00:58:44 Speaker 14: Even before this second revelation of another infidelity came out, he really had to go. Just the first one, which was a Chinese spy or alleged Chinese spy. 00:58:59 Speaker 1: Alleged. Alleged, John. 00:59:00 Speaker 5: I'm not sure I'm convinced yet. But yeah, alleged Chinese spy. 00:59:03 Speaker 1: Continue. 00:59:05 Speaker 11: He had to go. 00:59:05 Speaker 14: When you exercise that kind of balance, judgment, you can no longer be CEO of a major American company. But frankly, Jensen Wang was not all a plus for the US economy or for, frankly. 00:59:25 Speaker 11: The Trump administration or NVIDIA. 00:59:27 Speaker 14: Yes, he was its grand leader, They really actually kind of, in a very bad corporate governance, had no succession plan at all if anything. 00:59:37 Speaker 11: Happened to them. 00:59:39 Speaker 14: But he was a big proponent of selling chips to China. He was putting a lot of pressure on the administration and had a lot of influence in our policy of technological exchange with China. And I'm not sure that his removal from that sphere It's actually probably a positive. Neither the company nor the American economy depends on selling technology to China. And we will be better off if that influence is taken off the board. 01:00:13 Speaker 10: And I think it is now. 01:00:15 Speaker 15: All right. 01:00:15 Speaker 5: So but explain this to me, John, the this whole angle and I'm looking for the image. 01:00:22 Speaker 1: OK, yeah. Throw up 143 for me. 01:00:25 Speaker 5: So NVIDIA chips pile up in Hong Kong as China withholds import approval. 01:00:30 Speaker 1: That's from Reuters. 01:00:32 Speaker 5: So what's this dynamic? So Jensen wanted to get the chips in there, obviously self-interested. He wants to, you know, it's billions and billions of dollars worth of business if he can get into access the Chinese market. But. It doesn't look like the CCP was on board with that. They wanted to block a lot of these chips, and they were using workarounds through Southeast Asia to get compute out of those countries, and Chinese companies wanted to get that compute. Explain the dynamic with China, what their interests are here. 01:01:01 Speaker 11: Yeah, so it's a little bit weird. 01:01:04 Speaker 14: I actually don't think NVIDIA– had a lot of interest in selling to China. There's a backlog for their chips. They can't make them fast enough, frankly, to get the chip. So the idea that they needed to sell to China was always a little weird to me. 01:01:20 Speaker 11: Why was he pushing so much to sell? 01:01:22 Speaker 1: It's a fair point. Yeah. 01:01:24 Speaker 11: I mean, I think he was compromised. 01:01:26 Speaker 10: I mean, I think he was pushing so much to sell to China. 01:01:28 Speaker 14: I mean, business leaders in America have this weird history where they continually fall for this idea of like, Well, the banks did this prior to technology companies. 01:01:39 Speaker 11: We'll get them addicted to U.S. 01:01:41 Speaker 10: Technology or U.S. financials. 01:01:44 Speaker 5: So that's Howard Lutnick's position. He wanted to get China addicted to degraded, older generation U.S. chips so that Huawei and all those didn't catch up. They didn't build tech stacks back on those. 01:01:57 Speaker 1: Do you not buy that? 01:01:59 Speaker 9: No. 01:02:00 Speaker 14: Look, I like Howard Lutnick. I've known him for years, but that's not correct. When we've tried to do that in the past, it never works. What happens is China buys whatever it needs from the US until it learns how to copy it, steal it, and then does it on its own. China is not going to allow itself to become dependent on foreign technology. In fact, the more foreign technology it buys, the more it is trying to copy that technology steal the intellectual property and become independent. Becoming dependent on a foreign country is what our leaders did prior. 01:02:42 Speaker 10: To Donald Trump. 01:02:43 Speaker 14: China is not led by the idiots that we were led by who allowed that to happen to the U.S. China will always be looking to become independent of our technology. 01:02:54 Speaker 5: That's a vision. You're absolutely right. The CCP has been very open about that. They're driving technological independence across every vertical, right? And your point, your most compelling point here, John, I think, as I kind of wrestle through, you know, who is this Alice Wang gal and what was she really up to? So the theory could go that, you know, Jensen Wang and NVIDIA, they have a massive backlog. This is a huge, huge story in the chip world. They can't make chips fast enough. That is a truism. And they're actually– this circular financing, which is very interesting because they are also the producer of the chips, but then they're financing with debt and equity the labs that are buying the chips. So that's a huge vulnerability in this whole market, right? 01:03:43 Speaker 10: Yes. 01:03:43 Speaker 5: What's interesting– so if you think he was compromised, basically he has this affair with this Asian gal, Megaspeed CEO that came out of nowhere, $ 2 billion worth of chips, all this stuff. He– wants to cover that up. So he's trying to juice those supply lines to keep them happy, keep that from getting exposed. Is that basically how the theory would go? Sort of, you don't want your dirty laundry aired, so you're willing to compromise on these types of things? 01:04:11 Speaker 14: Yeah, I think actually, we may discover now that Chen Shih-Wang isn't there, that there were a lot more sales that were going through third parties and into China. My fear is that right now people estimate that like 5% of NVIDIA's sales were destined for China. My fear is that it's a lot bigger than that, that a lot of the foreign purchases of NVIDIA technology were ultimately either going to China or to China's clients. And we wouldn't find that out as long as Jensen Wang was there because, frankly, he had no interest in letting us know. 01:04:50 Speaker 10: We may find out now that we have a new CEO. 01:04:53 Speaker 11: I think the fact that they put. 01:04:54 Speaker 14: The CFO in charge is telling because that probably indicates that they feel like they need to. 01:05:01 Speaker 10: Go through the books a little more. 01:05:03 Speaker 14: You don't put the chief financial officer in charge if you think everything is just fine. That person typically isn't a visionary, isn't necessarily a leader. You put them in charge when you really need somebody to say, all right, we need to look into the books and see what was really happening behind the scenes. 01:05:20 Speaker 1: Yeah, it's interesting. 01:05:21 Speaker 5: That part doesn't make sense, because I know, frankly, enough people in this space that I can tell you, the biggest thing, people can't get enough chips. All this AI build-out, they can't get enough chips. So why send them to China anyways? You don't need the business. 01:05:38 Speaker 1: There's a backlog of business here. 01:05:40 Speaker 6: I think a lot of people are very upset about him getting pushed out, but I think I agree with you, John, that there's got to be something more here. I think especially if the president is openly endorsing you, yeah, even after the midterms, there was not a groundswell of everyone saying he had to go. It was the economists saying he had to go. I think they could have held firm on this. I think you're correct that something more will come out of this. 01:06:04 Speaker 1: Go ahead, John. 01:06:06 Speaker 14: There was very few of us who were saying he had to go. Larry Kudlow said he had to go. 01:06:11 Speaker 10: I said he had to go. 01:06:13 Speaker 14: But I think we may find out that there was a lot more involvement with China than we thought and that Jensen Wang, if he didn't know about it, he was definitely turning a blind eye to the technology getting to China that should never have been. 01:06:28 Speaker 5: Something in this whole story just isn't quite right. And we're going to find out more in the coming weeks. 01:06:34 Speaker 1: I think that's true. 01:06:37 Speaker 5: Did you know murder is up 24.5% in Mamdani's, New York, as the nationwide average in all other U.S. 01:06:44 Speaker 1: Cities seems to be dropping, dropping 15%. Not in Mamdani's, New York. It's up almost 25%. Get what you pay for, folks. Joining us is John Carney, economics editor. Did I get that right? 01:06:58 Speaker 5: At Breitbart. Great friend of the show. Really smart guy. So, John, explain how important NVIDIA. 01:07:04 Speaker 1: Is to this whole ecosystem. 01:07:06 Speaker 5: Blake mentioned it's about 8% of the NASDAQ is NVIDIA stock market cap. 01:07:14 Speaker 1: Explain how crucial it is, though. 01:07:15 Speaker 11: Yeah, I mean, that. 01:07:16 Speaker 10: Actually understates its importance. NVIDIA is, one. 01:07:21 Speaker 14: The biggest and most important supplier of artificial intelligence chips, so the technology that underlies it. 01:07:31 Speaker 10: But it's also a major investor in these companies. 01:07:35 Speaker 14: It has put billions of dollars into these AI companies. 01:07:41 Speaker 11: And so it's absolutely central. 01:07:44 Speaker 14: If you were to draw like a kind of spider web of all of the AI companies, NVIDIA would be the spider at the center of that web. 01:07:54 Speaker 11: And so it's a big deal. 01:07:56 Speaker 14: That China has apparently managed to compromise its leader And it's almost a two-for-one strike, right? 01:08:07 Speaker 10: Like when you're running him as perhaps an agent or an. 01:08:14 Speaker 11: Asset, then you have that. 01:08:16 Speaker 10: That's great. You're able to influence him. 01:08:19 Speaker 14: And then you take out a major American business leader. This guy is absolutely at the heart of NVIDIA. He has apparently over 60 divisions of NVIDIA report directly to him. There's almost no second tier there at all, which is frankly a flaw in the way this company was governed. They should have been better structured. But people thought, well, why worry about that? Jensen Wang, you know, is, you know, he's friends with the president. He is, you know, he's very charismatic. He's a true believer in the company. So people weren't worried. They seem to be healthy. So people weren't worried about it. They should have been because it turns out, you know, he has been taken out by, you know, one of the the oldest the oldest failings of mankind. 01:09:10 Speaker 9: Right. 01:09:10 Speaker 13: Lost. 01:09:11 Speaker 10: And that is what is apparently removed him from the board. 01:09:16 Speaker 1: Yeah. So talk about this circular thing. financing model. 01:09:21 Speaker 5: I've heard a lot of people in the finance industry raise eyebrows at it and worried that it could sort of be a structural weakness within the entire AI ecosystem. Explain what it is and what the concerns are surrounding it. Right. 01:09:38 Speaker 14: So one of the concerns is whenever somebody is an investor in their own customers, you worry like, is you know, are people really buying things or is this just sort of, you know, bills chasing each other? I send you a check, you send me a check. How much is being paid? I actually don't think that was that big of a concern. Typically in investment booms, whether it was like railroads, steel companies owning railroads and the railroads were the, you know, biggest customers of the steel companies. 01:10:11 Speaker 11: That's good. 01:10:12 Speaker 14: That happens in financial booms, and it's not as concerning as people think it is. 01:10:18 Speaker 10: What is more concerning here, though, is that there. 01:10:25 Speaker 14: Was a frenzy going on in AI, this frenzy to build data centers, to get faster, bigger, you know, before everybody else was able to. I actually think if, frankly, the voter outrage at data centers and Jensen Wang being taken out of the game now, if that slows down the frenzied investment in AI, that actually may be good for the economy. I was starting to get worried about a potential crash if we had a sudden pullback. If instead this causes people to say, okay, we need to take a little bit more cautious approach on this, that will be good for the economy rather than just the all-out frenzy that. 01:11:13 Speaker 10: Was going on a few months ago. 01:11:16 Speaker 7: So I guess that's the bigger picture. 01:11:18 Speaker 6: There is a frenzy that it has been the biggest force propping up the US economy. 01:11:24 Speaker 7: Is this the safe way to deflate it? 01:11:26 Speaker 6: I know a lot of people have worried that basically, for example, in these midterms, data centers lost all across the country on the ballot. We got a lot of Democrats elected who say they're going to put a moratorium on building these things. A lot of people are talking about checking the industry, regulating it. Are we possibly headed towards this gigantic AI bubble popping and crashing? And what does that mean for the nation? 01:11:49 Speaker 14: Yeah, what you want to do, though, with a bubble is let it deflate earlier rather than later. The bigger it gets, the more dangerous it gets. So I think it's probably a good sign that we're seeing some of that get taken out. I mean, ironically, these moratoriums are probably going to wind. 01:12:10 Speaker 10: Up enriching Elon Musk. 01:12:13 Speaker 14: Which will outrage the, you know, the people who hate Elon Musk also hate the. 01:12:16 Speaker 10: Data centers, but he wants to put data centers in space. 01:12:20 Speaker 14: And so the more terrestrial moratoriums we have, the more profitable it will become to put data centers in space. So he's, you know, if I were Elon Musk, I'd probably be secretly funding the moratorium movement. 01:12:32 Speaker 5: That's another interesting part about that. I mean, he's building that TerraFab chip maker, a huge, huge chip facility in Texas, I believe, blue Texas. 01:12:42 Speaker 1: Can't get over that still. 01:12:44 Speaker 5: Anyway, so, yeah, he thinks that in the future 99.9% of compute is going to be in space. So he's probably going to end up on the right side of this. But the interesting angle is that he is in support of Jensen Wang. So, you know, he said it would be an honor if Jensen came and worked for him. Why do you think Elon is seeing this differently than you, John? 01:13:02 Speaker 7: Well, I think he could imagine himself being the next Jensen. 01:13:06 Speaker 14: Well, no, actually, I think Elon might be immune to being Jensen Wang because– He's not married. 01:13:11 Speaker 11: He has a. 01:13:14 Speaker 14: Very colorful history with women, let us say. And so he'd be a hard guy to run a honeypot operation on because, frankly, he doesn't look at women the way the rest of us do. And so he's not going to fall for that sort of thing. But I do think that he is correct in that Jensen Wang was a very successful business leader. And if not for him being compromised in this way, any company would be, you know, glad to have him on board. The problem is, and I don't just mean like the moral compromise of people, you know, infidelity in marriage. 01:13:55 Speaker 10: People are flawed. 01:13:56 Speaker 14: But the problem is he is involved in a technology that's absolutely crucial to national security. 01:14:03 Speaker 10: He is selling chips to the United States government. 01:14:06 Speaker 14: These things are going into our submarines, onto our battleships, into our drones. And to have somebody like that who is even at the risk of being exposed to a Chinese spy is really unsettling. 01:14:22 Speaker 10: Frankly, we should have better eyes on him all along. 01:14:25 Speaker 5: Yeah, I mean, I think that the fact that there's enough market here to satisfy, like a huge backlog in chips, that's the most salient point you've made, and I think it's a very compelling point. So we're going to see how this plays out. In the meantime, Elizabeth Warren, when she takes over her committee chair, she's going to be looking into Wang. 01:14:42 Speaker 1: You can bet on that. 01:14:44 Speaker 5: That'll be an interesting second chapter to this story. John Carney, thanks for joining us. We'll see you guys tomorrow. 01:14:55 Speaker 7: For more on many of these stories and news you can trust, go to CharlieKirk.com.