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PBD Podcast

Trump's HEATED Call + AOC's Data Center Deep Dive | PBD #804

22 May 2026

Transcription

Chapter 1: What is discussed at the start of this section?

1.06 - 11.173 Adam Sosnick

Did you ever think you would make it? I feel I'm supposed to take sweet victory. I know this life meant for me. Adam, what's your point?

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11.193 - 17.642 Unknown

The future looks bright. My handshake is better than anything I ever signed, right here.

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17.662 - 19.785 Tom Ellsworth

You are a one-on-one? My son's right there.

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19.805 - 21.567 Unknown

I don't think I've ever said this before.

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26.339 - 44.76 Tom Ellsworth

All right. You know what I love? I love when we get unique gifts of somebody that pays attention to the podcast. So here's a gift I got from a fellow named Ben. Ben, you hung out with Adam. You know, Adam's famous. He wants to give everybody a shout out. So Adam, I'm going to do this. I'm going to give him a little bit of love. Thank you. But I just tell you, I love this thing you sent.

44.8 - 64.329 Tom Ellsworth

And you said, Brooklyn can climb the palm trees at our club anytime she wants. And you send this little 3D thing. Which, that's an inside joke. Shout out to Coral Ridge Yacht Club that they don't allow little kids to mess with palm trees. But appreciate that little gift. Guys, a lot of stuff is going on. I don't know if you know this or not, or Vinny, but yesterday was a busy day.

64.55 - 81.159 Tom Ellsworth

There was this guy who was not happy about what happened yesterday, the last couple days. Who do you like to go to a baseball game with? Be honest. Who do you like to go to a baseball game with? People like you that like the team that I'm rooting for. People that love the game. What game did we go to recently? The World – like we went to – Oh, the World National – Who played who?

81.219 - 86.248 Tom Ellsworth

Dominican Republic against – Venezuela? Juan Soto hit a home run. Guerrero hit a home run.

86.268 - 88.051 Unknown

Amazing. That was just sick, right? Yes.

Chapter 2: How does the SpaceX IPO impact the future of AI and investment?

394.598 - 397.401 Tom Ellsworth

Can you imagine that? But what he does is not effective.

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397.682 - 398.983 Patrick Bet-David

What he does is not effective.

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399.043 - 400.906 Tom Ellsworth

He's not a reporter.

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402.067 - 403.769 Patrick Bet-David

He's not a snitch.

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403.789 - 404.27 Tom Ellsworth

He's not a snitch.

404.29 - 405.471 Patrick Bet-David

But I'm not a snitch.

405.491 - 428.498 Tom Ellsworth

Not a snitch. Yeah. So, okay. And then we got, I don't know if we want to go into the Thomas Massey story. It is what it is. Maybe we will. And then we got Hunter Biden did a podcast with Candace. There's a clip that he finally admits that the laptop is real, but the cocaine's not. He would never touch cocaine. I'm a crack guy. He's not a cocaine guy, right? He says, I don't touch cocaine.

428.538 - 444.598 Tom Ellsworth

I touch crack. We may get into it. And then Kyle Busch, out of nowhere, we hear the news. One of the most exciting drivers at 41 years old. Are you kidding me? Goes into the hospital. Nobody knows. There's a bunch of different speculations. Nothing crazy, nothing out of the ordinary, but just that's it.

444.738 - 462.763 Tom Ellsworth

And Rob has a clip that we have to play on him saying, you never know which one's going to be your last race. And we literally never know what's our last day of doing anything. That's why we got to be grateful and do the best with what we have. And then we have to talk about Reza Pahlavi from Iran. Made a comment. Little bit of a shot at the president. Little bit of a shot.

Chapter 3: How does AOC's approach to data centers influence conservatives?

1505.764 - 1515.117 Tom Ellsworth

He's been doing this 10 years. He's not going to get caught up in the headlines, and he knows exactly where he stands. Rob, is this the clip on him talking about Iran cannot have enriched uranium? Yes. Go ahead, Rob.

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1515.878 - 1522.795 Unknown

Can they keep their highly enriched uranium? No, no, we get the highly enriched. We will get it. We don't need it.

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1523.076 - 1542.441 Tom Ellsworth

We don't want it. We'll probably destroy it after we get it, but we're not going to let them have it. Yeah, there you go. So that's kind of what his position is there. And by the way, while this is taking place, Reza Pahlavi, who's been sitting on the sidelines waiting for a regime change or regime collapse so he can come in and be the transitional leader.

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1543.322 - 1552.315 Tom Ellsworth

And I've never seen him talk like this about the president, but he showed a little bit of emotions here and running out of patience. Go ahead, Rob, if you want to play this clip.

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1552.295 - 1560.585 Ilan Srulovicz

On the one hand, people need to rise and at the same time say, wait, we are negotiating. It's confusing the head out of everyone.

1560.765 - 1563.669 Unknown

Do you want to see U.S. boots on the ground at this point?

1563.689 - 1581.07 Ilan Srulovicz

I think that the best way to articulate this is to say that, and that's something that we have said, that the boots on the ground in Iran are the Iranian people themselves. We don't need to have foreign troops doing the job for us. But in order for people to be emboldened and have a fair fighting chance,

1581.05 - 1602.737 Ilan Srulovicz

Unlike what happened in January 8th and 9th when they were massacred to the tune of over 40,000 people in less than 48 hours, how could you expect the people to be the elements on the ground if they don't get the appropriate protection or cover? We can only call to this action by people being on the streets again when they have that level of an equal fighting chance.

1602.717 - 1617.015 Ilan Srulovicz

not why the regime can deploy their thugs to murder people on the streets. That's why we needed to have the air campaign. That's why we needed to have the aerial protection. And I think that's where you can generate the element on the grounds that will not require... So here's the question.

Chapter 4: What insights are shared about AI's impact on jobs?

4043.185 - 4057.628 Tom Ellsworth

Which he says what? He said the AI models learn from watching really smart people do things. That's the goal of what this leaked audio was about. So meaning you keep coding so the AI models are watching what you're doing so they get smarter. Yes. Okay.

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Chapter 5: What job roles are most at risk from AI advancements?

4057.648 - 4076.391 Tom Ellsworth

And that's here, by the way. And all the back in the days, Luke Gorman was showing this. of where Anthropic CEO talking about, you know that part with which jobs are going to be replaced by AI the most? Did you see this thing? This is a chart that was going viral all over X. It's very important to see this and scary at the same time.

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4076.411 - 4095.428 Tom Ellsworth

Parents, if you haven't seen this, talk about this with your kids right there, Rob. If you can click on that, watch this, folks. So this is, go to the top, Rob, so we can see what the top headline says. Andreji Karpathy, who was at OpenAI, he left to go to Anthropic, just dropped the job risk map for the AI era. By the way, this guy's a heavy, heavy, heavyweight.

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4095.408 - 4113.973 Tom Ellsworth

respected by everybody on the AI space. Can you zoom in a little bit, Rob, if you could? This is what he's saying the risk is at. Red is risky. Green is fine. Look at red. General office clerks. Okay. Secretaries and admin. Makes sense. Customer service representatives. Totally makes sense. Bookkeeping on the bottom left. But, Rene, go to the fourth chart.

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Chapter 6: How is AOC addressing the challenges posed by data centers?

4113.953 - 4138.724 Tom Ellsworth

Bottom, do you see software developers? They're going to lose their jobs. 100%. Kids go to school to become software developers. Guess what? No one cares. Cashier's gone. Heavy and tractor operators, accountants, management, project management, purchasing, human resources, market research. Lawyers. AI is going to replace lawyers. Now look at the green, Vinny. Look what the jobs are green.

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4138.744 - 4167.494 Tom Ellsworth

Construction labors. Janitors. Child care. Preschool teachers. Barbers. Drew and Michael Rapatoni are safe. Nurses. Home health care. Hand labors. Retail sales workers. Delivery truck drivers, farmers, cooks, food and beverage sales, waiters and waitresses, electricians, plumbers, they're safe. This is changing. This is real. And so Facebook, Zuck is saying this to his engineers.

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4168.015 - 4189.166 Tom Ellsworth

On the back end, Tom, I think it's very important to know that Zuck knows that, like, imagine you're an engineer. You went to school. You're one of the best engineers. I know that you know your job is about to be replaced by this AI software. We both know. So my concern is I want the best from you. What can I do to get the best from you so you don't get distracted and go to a different place?

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4189.687 - 4196.217 Tom Ellsworth

Tom, can you unpack what Facebook did, what Meta did to these guys that are helping of the AI getting smarter when it comes down to coding?

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4196.237 - 4196.577 Unknown

Exactly.

4196.617 - 4216.021 Tom Ellsworth

Right now when Meta hires – by the way, amidst all these layoffs, Meta is still hiring – brilliant engineers to come in, work on AI and other projects. And right now, they are still at half a million, million dollar signing bonuses. There was headlines that an elite engineer received $100 million signing bonus.

4216.361 - 4230.558 Tom Ellsworth

And Pat, what they were talking about, they gave him a bunch of stock options, that person, that if they go over time and Facebook keeps growing, it's $100 million. But right now, this is where they're at right now. Level E6 is what they call a staff engineer.

Chapter 7: What are the implications of the San Diego mosque shooting?

4230.979 - 4262.911 Tom Ellsworth

That's a staff engineer at Facebook. And their salary, $300. Their stock matches it every year, $300. You make $700 a year, plus, plus, plus, for an E6. E7 is $1.1 million. E8 is $2.72. E9 is $3.85. So from level E6, staff engineer, going all the way up, Now you're on million-dollar packages. C-level CFOs at mid-sized companies in America don't make $2.1 million a year.

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4263.752 - 4283.484 Tom Ellsworth

And Facebook is saying, okay, well, you're just an E7 senior staff engineer, and you're going to make $1.5 million. So there may be a lot of layoffs. They may have gotten rid of the metaverse. called Reality Labs. They may have done that, and they may be eliminating jobs for AI, but the people that are staying are very well compensated.

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4283.825 - 4308.146 Tom Ellsworth

And it's not like stick around and show AI how to do the coding and then you're out of here. It may be, but along the way, you're being paid handsomely to do that job. Let me tell you, E7 makes $1.469 million. Rob, can you pull out what an E7 makes in the Army? Yeah, go ahead. I was an E5, homie. I'd go back and be Army E7. Y'all get ready for ballers. E7s make $3,932.

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4308.206 - 4332.183 Tom Ellsworth

Folks, don't get it twisted. This is E7 as an engineer, not E7 in the Army. You make chump change. But you know what I do think is going to happen, Vinny? And, Tom, I think here's what's going to happen. I think employees are going to shrink at a lot of these companies, but they're going to make a lot of money. So if you're there, so if you were making $379, you're going to make $1.5.

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4332.724 - 4345.077 Tom Ellsworth

If you were making $1.5, you're going to make $3.2. If you were making $3.2, you're going to make $7.8. I think it's going to be the other way around to keep those guys, but it is something that a lot of people are thinking about and worried about.

4345.057 - 4362.964 Vincent Oshana

I just think that the entire way we view our economic structure is almost prehistoric compared to what's coming. I think that's the problem. I think there's two simultaneous things happening. You looked at that chart. That's the influence of AI. It doesn't look at the influence of just robotics and automation, which will accelerate at an exponential rate once AI gets better.

4362.944 - 4374.254 Vincent Oshana

We're starting to see robots that are made much cheaper. I mean, Elon Musk's working on it. So there's going to be two hits to the economy. And what does a capitalist society look like when labor isn't as meaningful?

4374.294 - 4391.169 Tom Ellsworth

And I think we're headed in that direction. We have to start thinking about this more existentially than literally. The value of money, the way we perceive wealth, the way we perceive taking care of people in society, all has to shift to accommodate for AI. A lot of people are looking at AI and they're saying, don't worry, new jobs will be created to compensate like in the past.

4391.189 - 4409.951 Tom Ellsworth

I don't believe that. is not only doing the physical kind of aspect that used to be compensated for, it is doing the actual thinking. And what do we see most affected here? The highest level of thinking is what's most affected. So, meaning, I thought AI would come out and it wouldn't change art, it wouldn't change film, it wouldn't... That was the first thing it hit.

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