Tom Bilyeu's Impact Theory

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  AI Giants HATE Open Source, the World is on Fire, Greenland | Weekly Recap 27.09.2026 1t 2min

  What's up, everybody? It's Tom Bilyeu here:Want my help starting a business? Join me here inside Zero To FounderSign up for my AI Masterclass:  AI MasterclassFollow Me:Instagram: https://www.instagram.com/tombilyeu/Tik Tok: https://www.tiktok.com/@tombilyeu?lang=enTwitter: https://twitter.com/tombilyeuYouTube: https://www.youtube.com/@TomBilyeuTailor Brands: Check out Tailor Brands to get started with your business today: https://bit.ly/TailorBrandsSeptQuince: Free shipping and 365-day returns at https://quince.com/impactpodElevenLabs: Book your demo at https://elevenlabs.io/impactpodCash App: Download Cash App Today: https://capl.onelink.me/vFut/v6nymgjl #CashAppPod*Cash App is a financial services platform, not a bank. Banking services provided by Cash App’s bank partner(s). Prepaid debit cards issued by Sutton Bank, Member FDIC. Cash App Visa® Debit Flex Cards issued by Sutton Bank, Member FDIC, and The Bancorp Bank, N.A., pursuant to a license from Visa U.S.A. Inc. See terms and conditions for the Sutton prepaid card, Sutton debit flex card, and Bancorp debit flex card. Cash App Green features, Savings, Direct deposit, Round ups, Overdraft coverage and Discounts provided by Cash App, a Block, Inc. brand. Visit cash.app/legal/podcast for full disclosure.Ketone IQ: Visit https://ketone.com/IMPACT for 30% OFF your subscription order.ATT Business: Switch to AT&T Business at https://business.att.comIncogni: Take your personal data back with Incogni! Use code IMPACT at the link below and get 60% off an annual plan: https://incogni.com/impact Quo: ​​Try for free PLUS get 20% off your first 6 months at https://quo.com/impactPipedrive: Get more leads and grow your business. Go to https://www.pipedrive.com/impact and get started with a 30-day free trial.Netsuite: For the first time ever you can try NetSuite Next for free. If your revenues are at least in the seven figures, go to https://NetSuite.ai/Theory.Butcherbox: Go to https://ButcherBox.com/IMPACT to get $20 off your first box, plus your choice of free ribeye, new york strip, or filet mignon in every box for a year — with free shipping alwaysThe team breaks down a real and fast-moving shift in the AI industry: open-weight models, which were a rounding error (~7% of traffic) back in December, have exploded—accounting for 56% of tokens generated by August, with Vercel CEO Guillermo Rauch reporting a single-day record of 78.4% on September 19th, and spending on three Chinese labs (Moonshot, DeepSeek, z.ai) on that day topping spend on OpenAI. The host walks the money: open-weight share of dollars on the Vercel gateway went from under 4% in June to 8.6% in July to 14% in August, average price per token fell 23% in August alone, and developers are splitting the workload—hard, high-stakes work still goes to Anthropic (which has held 61%+ of gateway spend every month since December), everything else goes to whatever's cheapest. His read on what's breaking: not the frontier, but the low end of the big players—OpenAI's and Google's cheap "gateway" models are getting obliterated as people conclude "you're not as good as Anthropic, so I'll either pay for the best or use the cheap stuff." The real winners, he argues, are the chipmakers and cloud/inference providers (like Vercel), because value is shifting from owning the model to just providing access to the compute—the commoditization of intelligence. He frames the optimistic upside: companies will increasingly host their own open-weight models to keep their work proprietary and build a real edge, rather than everyone using the identical public tool. Ryan pushes the counter-thesis—that if OpenAI had stayed the 2015 nonprofit and gone all-in on open source (his analogy: how OBS open-sourced screen recording and dominated), the US might be further ahead of China. Tom steelmans it but argues the fatal flaw: someone has to build the "brains," the data centers are staggeringly expensive, and there's still no observed ceiling to how much smarter models get with more compute—so without the profit incentive to aggregate that capital, AI would have stalled out entirely. His synthesis lands close to the Musk-era idea: keep the frontier model paid to fund the enormous buildout, let older generations go open source to drive sub-frontier innovation, and don't let the government kill open weights. They also dig into China's logic—giving models away free as an authoritarian-enabled disruption play they can clamp down on later once they're manufacturing their own chips—and the cynical data angle that free Chinese models feed usage data straight back to labs that can close them off anytime. A sharp, first-principles look at where the AI value—and the risk—is actually moving.The team steps back from any single flashpoint to map how the world's conflicts are increasingly linking into one interconnected crisis. The weekend's near-escalation—a Houthi missile barrage on Riyadh, an Aramco depot fire, a State Department warning to reconsider travel to the entire region, and Trump briefly in "deciding mode" before reportedly backing off—is treated as just one node in a much larger web. The host lays out the loosely-sourced but growing hypothesis tying it all together: a China-Russia-Iran-North Korea alignment whose logic is to keep the US bogged down in as many places as possible—so China can move on Taiwan (possibly accelerating a 2027 timeline if it feels cornered on AI and chips), Russia can test whether NATO's guarantees mean anything while a wartime economy gives Putin every incentive to keep the Ukraine stalemate going, and Europe openly tells its citizens to prepare for war, with Germany talking about the biggest military on the continent. Threaded through every conflict is the same economic engine: the disruption of the Strait of Hormuz and Bab el-Mandeb has pushed shipping costs from roughly $6–7 to $23+ per barrel, and that slow-building penalty cascades into fuel, food, and fertilizer crises—potentially a hard-winter scenario that pushes Europe to "escalate to de-escalate." The host's synthesis: calling it World War III is overstated, but these conflicts are genuinely connected and waiting on a spark. He traces the root cause to the erosion of the US as the "monolithic keeper of global peace"—a decline he pins on internal division and a watershed in Russia's Ukraine invasion—and argues America is now in a "Suez Canal moment": if it can't reopen Hormuz by force, the world's near-universal "back down when America says so" reflex collapses, and the US has to actually fight every skirmish at an unaffordable cost, on top of staggering debt. He frames it as a once-in-a-century shift in great-power politics unfolding at the exact moment AI emerges as the defining strategic technology, and closes on his recurring warning: regulating AI to death would hand China the opening to corner "intelligence itself." (A chat-prompted aside, which the host flags as a troubling hypothetical, entertains whether a large-enough war could be used to justify postponing an election—landing on Congress as the necessary check.)The team breaks down Trump's declaration of an "ultimate deal" with Denmark over Greenland—and separates the victory lap from the substance. The host's read: much of what Trump is trumpeting was already in place under the 1951 US-Denmark agreement (which lets the US operate military bases there), and he's taking a modest update and blowing it up for low-information voters who only hear the headline. But there is a genuinely new and strategically significant element—Greenland can no longer allow foreign-adversary infrastructure, specifically shutting China out. He explains why that matters: China has been insinuating itself into the Arctic (icebreakers, a new shipping route, calling itself "Arctic-adjacent"), and Chinese-built infrastructure/tech has a documented pattern of quietly sending data home (he cites a Nordic test where an isolated Chinese car kept pinging China), so keeping Chinese equipment out of a territory that sits on the direct line of any Russian attack on the US—and any future "golden dome" early-warning/defense system—is a real national-security win, one he says Denmark, Greenland, the UK, and the US all seem to accept. His broader points: this is smart strategy people miss because they hate Trump, and he argues there's a real shift toward Americans who no longer believe the US has moral standing to be the strongest power—a view he rejects, favoring a US that reestablishes its moral core but refocuses on hemispheric defense rather than policing the world. His sharpest criticism is Trump's method: publicly humiliating counterparts ("be the little bro, pat them on the head") breeds the exact resentment now visible with Canada and Europe, when the same wins could be gotten privately while letting the other side save face. On the forward look, he frames Greenland's real friction as a potential US-Europe proxy fight, notes that Europe won't fully hitch itself to China because China is aligned with Russia (a "suicide mission" militarily), and addresses a viewer point that America is rapidly losing soft power—arguing the only durable way to bring allies back is genuine economic and military strength (people getting richer by aligning with America), not threats, which produce brief compliance and permanent option-seeking. His path: stabilize Iran, lean into the Abraham Accords and hemispheric energy (Venezuela + US), stop policing the world, calm the violent left-right whipsaw, and grow the economy through AI. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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  Marc Andreessen on How AI, Culture, and Regulation Will Shape Tomorrow’s World (Replay) 26.09.2026 2t 6min

  Today on Impact Theory, we're revisiting our conversation in 2024 with the legendary venture capitalist and tech visionary Mark Andreessen, co-founder of Andreessen Horowitz, whose bets on the future have helped shape the digital landscape as we know it. In a candid and wide-ranging conversation, Mark Andreessen took us inside the next wave of radical disruption: artificial intelligence. He shares why he believes the AI revolution is as profound—if not more so—than the advent of the internet or the microprocessor, and why its impact will cascade across every facet of society.We dove into the industries poised for massive transformation, from healthcare and entertainment to the long-awaited dawn of practical robotics in the home. Mark Andreessen unpacks why he remains a staunch techno-optimist, but also challenges prevailing narratives around job loss, economic stagnation, and the supposed dangers of rapid innovation. He addresses how government regulation, entrenched interests, and cultural schisms could throttle progress, and explains why the AI-fueled censorship wars may become the defining political battle of our time.From the explosive rise of democratized AI tools, to the psychological and even religious shifts technology is forcing in society, Mark Andreessen offered a sweeping vision of where we’re headed—and what must change to realize the promise of the future. This is an episode that even though was recorded 2 years ago is is very much still extremely relevant. What's up, everybody? It's Tom Bilyeu here:Want my help starting a business? Join me here inside Zero To FounderSign up for my AI Masterclass:  AI MasterclassFollow Me:Instagram: https://www.instagram.com/tombilyeu/Tik Tok: https://www.tiktok.com/@tombilyeu?lang=enTwitter: https://twitter.com/tombilyeuYouTube: https://www.youtube.com/@TomBilyeuThank you to our sponsors:Tailor Brands: Check out Tailor Brands to get started with your business today: https://bit.ly/TailorBrandsSeptQuince: Free shipping and 365-day returns at https://quince.com/impactpodElevenLabs: Book your demo at https://elevenlabs.io/impactpodCash App: Download Cash App Today: https://capl.onelink.me/vFut/v6nymgjl #CashAppPod*Cash App is a financial services platform, not a bank. Banking services provided by Cash App’s bank partner(s). Prepaid debit cards issued by Sutton Bank, Member FDIC. Cash App Visa® Debit Flex Cards issued by Sutton Bank, Member FDIC, and The Bancorp Bank, N.A., pursuant to a license from Visa U.S.A. Inc. See terms and conditions for the Sutton prepaid card, Sutton debit flex card, and Bancorp debit flex card. Cash App Green features, Savings, Direct deposit, Round ups, Overdraft coverage and Discounts provided by Cash App, a Block, Inc. brand. Visit cash.app/legal/podcast for full disclosure.Ketone IQ: Visit https://ketone.com/IMPACT for 30% OFF your subscription order.ATT Business: Switch to AT&T Business at https://business.att.comIncogni: Take your personal data back with Incogni! Use code IMPACT at the link below and get 60% off an annual plan: https://incogni.com/impact Quo: ​​Try for free PLUS get 20% off your first 6 months at https://quo.com/impactPipedrive: Get more leads and grow your business. Go to https://www.pipedrive.com/impact and get started with a 30-day free trial.Netsuite: For the first time ever you can try NetSuite Next for free. If your revenues are at least in the seven figures, go to https://NetSuite.ai/Theory.Butcherbox: Go to https://ButcherBox.com/IMPACT to get $20 off your first box, plus your choice of free ribeye, new york strip, or filet mignon in every box for a year — with free shipping always See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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  AI's World-Changing Breakthroughs, Bond Market Mayhem & US-China Power Moves | The Tom Bilyeu Show 25.09.2026 1t 46min

  Tom Bilyeu dives into the volatility of global markets, the risks and opportunities of AI-driven innovation, and the high-stakes geopolitical power plays shaping the future of America, China, and beyond.
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  Why Inequality Feels Worse Than the Data Says It Is 24.09.2026 52min

  Everybody wants to believe inequality is at an all-time high — but the data doesn't agree. Tom Bilyeu breaks down Economics Explained's deep dive on wealth vs. income vs. consumption inequality, why 'wealth is fiction,' the union holdup problem, R > G, and an extended thought experiment with Drew on the borrow-against-assets tax loophole. Same data, opposite answers — here's how to actually think about it.Tailor Brands: Check out Tailor Brands to get started with your business today: https://bit.ly/TailorBrandsSeptQuince: Free shipping and 365-day returns at https://quince.com/impactpodElevenLabs: Book your demo at https://elevenlabs.io/impactpodCash App: Download Cash App Today: https://capl.onelink.me/vFut/v6nymgjl #CashAppPod*Cash App is a financial services platform, not a bank. Banking services provided by Cash App’s bank partner(s). Prepaid debit cards issued by Sutton Bank, Member FDIC. Cash App Visa® Debit Flex Cards issued by Sutton Bank, Member FDIC, and The Bancorp Bank, N.A., pursuant to a license from Visa U.S.A. Inc. See terms and conditions for the Sutton prepaid card, Sutton debit flex card, and Bancorp debit flex card. Cash App Green features, Savings, Direct deposit, Round ups, Overdraft coverage and Discounts provided by Cash App, a Block, Inc. brand. Visit cash.app/legal/podcast for full disclosure.Ketone IQ: Visit https://ketone.com/IMPACT for 30% OFF your subscription order.ATT Business: Switch to AT&T Business at https://business.att.comIncogni: Take your personal data back with Incogni! Use code IMPACT at the link below and get 60% off an annual plan: https://incogni.com/impact Quo: ​​Try for free PLUS get 20% off your first 6 months at https://quo.com/impactPipedrive: Get more leads and grow your business. Go to https://www.pipedrive.com/impact and get started with a 30-day free trial.Netsuite: For the first time ever you can try NetSuite Next for free. If your revenues are at least in the seven figures, go to https://NetSuite.ai/Theory.Butcherbox: Go to https://ButcherBox.com/IMPACT to get $20 off your first box, plus your choice of free ribeye, new york strip, or filet mignon in every box for a year — with free shipping alwaysWhat's up, everybody? It's Tom Bilyeu here:Want my help starting a business? Join me here inside Zero To FounderSign up for my AI Masterclass:  AI MasterclassFollow Me:Instagram: https://www.instagram.com/tombilyeu/Tik Tok: https://www.tiktok.com/@tombilyeu?lang=enTwitter: https://twitter.com/tombilyeuYouTube: https://www.youtube.com/@TomBilyeu See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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  Military Coups, UN Threats, and Canada’s Dystopian Death Stats| Tom Bilyeu 23.09.2026 1t 44min

  Welcome back to Impact Theory with Tom Bilyeu! In today’s episode, Tom and Drew dive into some of the most heated and pressing issues dividing America and the world right now. They unpack a shocking new poll revealing just how deep political divisions have become, with alarmingly high numbers of Democrats openly supporting extreme measures against Trump. Tom dissects the real-world consequences of military coups, using chilling examples from Myanmar, Egypt, and Chile to illustrate what happens when civil discourse collapses.The conversation then shifts to a fiery recap of the recent UN General Assembly, where Trump threatened Iran in a tense speech that left global leaders reeling. Tom breaks down the ongoing power dynamics in the Middle East, the dangers of nuclear proliferation, and the potential outcomes if Iran succeeds in developing nuclear weapons.The episode also explores the explosive growth and controversy surrounding AI giants like OpenAI and Anthropic, with Tom and Drew analyzing the legal, ethical, and regulatory challenges facing the industry. Plus, we look at fascinating shifts in the gaming industry, heated debates around streamer scandals, and the disturbing rise of euthanasia in Canada, raising critical questions about culture, healthcare, and personal freedom.Strap in—this episode is a whirlwind tour through the world’s most polarizing debates, all filtered through Tom’s signature lens of historical context, rational analysis, and bold speculation about what’s next.What's up, everybody? It's Tom Bilyeu here:Want my help starting a business? Join me here inside Zero To FounderSign up for my AI Masterclass:  AI MasterclassFollow Me:Instagram: https://www.instagram.com/tombilyeu/Tik Tok: https://www.tiktok.com/@tombilyeu?lang=enTwitter: https://twitter.com/tombilyeuYouTube: https://www.youtube.com/@TomBilyeuThank you to our Sponsors: Tailor Brands: Check out Tailor Brands to get started with your business today: https://bit.ly/TailorBrandsSeptQuince: Free shipping and 365-day returns at https://quince.com/impactpodElevenLabs: Book your demo at https://elevenlabs.io/impactpodCash App: Download Cash App Today: https://capl.onelink.me/vFut/v6nymgjl #CashAppPod*Cash App is a financial services platform, not a bank. Banking services provided by Cash App’s bank partner(s). Prepaid debit cards issued by Sutton Bank, Member FDIC. Cash App Visa® Debit Flex Cards issued by Sutton Bank, Member FDIC, and The Bancorp Bank, N.A., pursuant to a license from Visa U.S.A. Inc. See terms and conditions for the Sutton prepaid card, Sutton debit flex card, and Bancorp debit flex card. Cash App Green features, Savings, Direct deposit, Round ups, Overdraft coverage and Discounts provided by Cash App, a Block, Inc. brand. Visit cash.app/legal/podcast for full disclosure.Ketone IQ: Visit https://ketone.com/IMPACT for 30% OFF your subscription order.ATT Business: Switch to AT&T Business at https://business.att.comIncogni: Take your personal data back with Incogni! Use code IMPACT at the link below and get 60% off an annual plan: https://incogni.com/impact Quo: ​​Try for free PLUS get 20% off your first 6 months at https://quo.com/impactPipedrive: Get more leads and grow your business. Go to https://www.pipedrive.com/impact and get started with a 30-day free trial.Netsuite: For the first time ever you can try NetSuite Next for free. If your revenues are at least in the seven figures, go to https://NetSuite.ai/Theory.Butcherbox: Go to https://ButcherBox.com/IMPACT to get $20 off your first box, plus your choice of free ribeye, new york strip, or filet mignon in every box for a year — with free shipping always See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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  The Real Reason AI Companies Are Desperate to Be Regulated | Tom Bilyeu Deep Dive 22.09.2026 49min

  Tom Bilyeu dives deep into the explosive rise of AI fear campaigns, uncovering the hidden players, regulatory capture schemes, and how power, profit, and government control are transforming the AI landscape.
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  Trump’s Greenland Deal, Exploding Oil Prices, and Why America’s Losing Its Edge | The Tom Bilyeu Show 21.09.2026 2t 2min

  What's up, guys? Today I am joined by Ryan, our channel moderator and clips editor. In this episode, Ryan and I break down what's happening behind the headlines, makes sense of the tangled alliances and global power plays, and reveals how you can position yourself strategically in the chaos. We dig into how information warfare and energy shocks could directly impact your future, why the AI revolution is at a dangerous tipping point, and what you need to know to navigate the next wave of disruption. You’ll leave this episode with an unshakeable understanding of the forces shaping the next decade and how to think two steps ahead.I'm Tom Bilyeu, and welcome to Impact Theory.What's up, everybody? It's Tom Bilyeu here:Want my help starting a business? Join me here inside Zero To FounderSign up for my AI Masterclass:  AI MasterclassFollow Me:Instagram: https://www.instagram.com/tombilyeu/Tik Tok: https://www.tiktok.com/@tombilyeu?lang=enTwitter: https://twitter.com/tombilyeuYouTube: https://www.youtube.com/@TomBilyeuTailor Brands: Check out Tailor Brands to get started with your business today: https://bit.ly/TailorBrandsSeptQuince: Free shipping and 365-day returns at https://quince.com/impactpodElevenLabs: Book your demo at https://elevenlabs.io/impactpodCash App: Download Cash App Today: https://capl.onelink.me/vFut/v6nymgjl #CashAppPod*Cash App is a financial services platform, not a bank. Banking services provided by Cash App’s bank partner(s). Prepaid debit cards issued by Sutton Bank, Member FDIC. Cash App Visa® Debit Flex Cards issued by Sutton Bank, Member FDIC, and The Bancorp Bank, N.A., pursuant to a license from Visa U.S.A. Inc. See terms and conditions for the Sutton prepaid card, Sutton debit flex card, and Bancorp debit flex card. Cash App Green features, Savings, Direct deposit, Round ups, Overdraft coverage and Discounts provided by Cash App, a Block, Inc. brand. Visit cash.app/legal/podcast for full disclosure.Ketone IQ: Visit https://ketone.com/IMPACT for 30% OFF your subscription order.ATT Business: Switch to AT&T Business at https://business.att.comIncogni: Take your personal data back with Incogni! Use code IMPACT at the link below and get 60% off an annual plan: https://incogni.com/impact Quo: ​​Try for free PLUS get 20% off your first 6 months at https://quo.com/impactPipedrive: Get more leads and grow your business. Go to https://www.pipedrive.com/impact and get started with a 30-day free trial.Netsuite: For the first time ever you can try NetSuite Next for free. If your revenues are at least in the seven figures, go to https://NetSuite.ai/Theory.Butcherbox: Go to https://ButcherBox.com/IMPACT to get $20 off your first box, plus your choice of free ribeye, new york strip, or filet mignon in every box for a year — with free shipping always See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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  The Gen Z Debate, Mamdani Sued For Grocery Stores, The Jury Problem the Clancy Retrial Exposed | Weekly Recap 20.09.2026 36min

  What's up, everybody? It's Tom Bilyeu here:Want my help starting a business? Join me here inside Zero To FounderSign up for my AI Masterclass:  AI MasterclassFollow Me:Instagram: https://www.instagram.com/tombilyeu/Tik Tok: https://www.tiktok.com/@tombilyeu?lang=enTwitter: https://twitter.com/tombilyeuYouTube: https://www.youtube.com/@TomBilyeuTailor Brands: Check out Tailor Brands to get started with your business today: https://bit.ly/TailorBrandsSeptQuince: Free shipping and 365-day returns at https://quince.com/impactpodElevenLabs: Book your demo at https://elevenlabs.io/impactpodCash App: Download Cash App Today: https://capl.onelink.me/vFut/v6nymgjl #CashAppPod*Cash App is a financial services platform, not a bank. Banking services provided by Cash App’s bank partner(s). Prepaid debit cards issued by Sutton Bank, Member FDIC. Cash App Visa® Debit Flex Cards issued by Sutton Bank, Member FDIC, and The Bancorp Bank, N.A., pursuant to a license from Visa U.S.A. Inc. See terms and conditions for the Sutton prepaid card, Sutton debit flex card, and Bancorp debit flex card. Cash App Green features, Savings, Direct deposit, Round ups, Overdraft coverage and Discounts provided by Cash App, a Block, Inc. brand. Visit cash.app/legal/podcast for full disclosure.Butcherbox: Go to https://ButcherBox.com/IMPACT to get $20 off your first box, plus your choice of free ribeye, new york strip, or filet mignon in every box for a year — with free shipping alwaysPerplexity: Start your free trial of Perplexity Computer today at http://PPLX.ai/impact andexperience the next phase of AI. #ad makeupPipedrive: Get more leads and grow your business. Go to https://www.pipedrive.com/impact and get started with a 30-day free trial.Netsuite: For the first time ever you can try NetSuite Next for free. If your revenues are at least in the seven figures, go to https://NetSuite.ai/Theory.The team reacts to the National Supermarket Association reportedly suing over Mayor Mamdani's city-run grocery store plan, and the host makes a mechanism-level case for why messing with the price structure backfires. His core argument: subsidizing groceries with taxpayer dollars removes the innovation impulse that has actually made food cheaper and better over time, and it weaponizes people's own tax money against the private grocers trying to compete—driving them out of business rather than helping anyone. He points to East vs. West Berlin as the natural experiment: where government controlled prices, shelves stayed sparse and quality stagnated for decades; where the free market ran, innovation in quality and distribution kept driving prices down. He illustrates the unintended consequences of subsidies with a personal story—how decades of government corn subsidies made high-fructose corn syrup artificially cheap, built the entire food-manufacturing supply chain around it (contributing, he argues, to America's health crisis), and how Quest had to engineer its own equipment to make a bar without it. His bigger thesis: the problem isn't capitalism or too few regulations—it's money in politics and regulatory capture that has "socialized" losses for banks, corporations, and individuals alike. What he wants is a return to lightly-regulated free markets (not libertarian anarchy)—strong antitrust to stop monopolies, room for the little guy to innovate—so prices keep falling and quality keeps rising. He closes on a fiscal-discipline point aimed squarely at voters: every "cheaper groceries" or "free childcare" promise makes the K-shaped economy worse unless someone says what gets cut to pay for it—and since politics is downstream of culture, politicians will keep giving us "free stuff" as long as we keep voting for it.All three hosts—Tom (Gen X), Drew (millennial), and Ryan (Gen Z)—get into a genuine, generation-spanning debate about whether Gen Z is headed for greatness or for trouble. It starts with New York lowering high-school graduation standards in the name of empathy, which Tom uses to argue that comfort makes people soft ("hard times make strong men")—that decades of prosperity have removed the impetus to push young people toward excellence, and that he worries Gen Z is being raised on participation trophies, blank-slate thinking, and an oppressor/oppressed lens rather than the idea that strength is a virtue. Drew pushes back optimistically: that Gen Z is getting "the end of the stick in every direction" and will become the baddest, toughest generation precisely because of it—already grinding through the high-expectations "A-minus" pressure, being told to go to college, and doing the hard things now. Ryan makes the sharpest counter: that the claim Gen Z doesn't build is unfair because they haven't been given the chance—no assets, no money, doors that were open to prior generations now closed by private equity and monetization; he cites applying to hundreds of jobs and getting a single interview, and a generation working multiple jobs just to make rent. Tom's fear, which he's careful to flag as possibly "algorithmic capture" or a bad read: that Gen Z is mapping onto activism-as-religion—putting its energy into political change and tearing down rather than building, and that "politics is downstream of culture," so the real leverage is building businesses, telling stories, and creating things that shift the culture. He anchors his challenge in Booker T. Washington ("learn to make bricks" rather than wait to be given a system) and argues the one fatal trap is bitterness and resentment, however justified the grievances. Ryan holds his ground—that engaging the political apparatus and protesting is Gen Z refusing to sit behind a screen and taking action themselves. A candid, unresolved clash that ends with the hosts joking that in 30 years, one of them will be proven wrong, one bitter, and one dead.The team digs into the Lindsay Clancy retrial—but the host's focus is less the case itself than what it reveals about jury integrity. After jurors from the earlier proceedings reportedly went public (talking to outlets like CBS) and, in the host's read, admitted to bringing a political agenda into deliberations, he argues this strikes at the foundation of the system: jurors are sworn to be impartial and to decide only on the evidence and the rules of the courtroom, and a juror who enters with a predetermined outcome—whatever the cause—means justice isn't being served. He's careful to note there's a legitimate debate to be had about the one juror who said he had "reasonable doubt" (since the standard is proof beyond a reasonable doubt), but says the truly alarming thing is jurors stating on camera that they were pursuing a political aim. He connects it to a second, chilling example: a Colorado DNA analyst whose work is now under review across a huge number of cases (reporting cited on air suggests over 1,000 cases retested and roughly 1,045 tainted over a decades-long career), raising the nightmare that a single compromised person inside the system can send the wrong people to prison—or let the wrong people out. His throughline is a worry about the broader culture: that if you can't assemble a jury pool that isn't ideologically captured, the promise of a fair trial itself is in jeopardy. The segment also touches on the human reality that jury duty is a burden few people want. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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  The Alarming Truth About Superintelligent AI: Roman Yampolsky on Human Survival (Replay) 19.09.2026 1t 55min

  Let's revisit this eye-opening episode of Impact Theory, I sat down with Dr. Roman Yampolsky, one of the world’s leading experts in AI safety, to confront the rapidly approaching reality of artificial superintelligence. As AI systems accelerate toward capabilities rivaling and soon surpassing humanity, Dr. Yampolsky doesn’t mince words about the existential risks: he argues there’s a startlingly high probability that superintelligent AI could wipe out our species once it surpasses our control.We dove into the current state of AI—from the limitations of today’s models to the terrifying speed at which AGI (artificial general intelligence) is approaching—and question whether humanity stands any chance of controlling what comes next. Can we slow down the AI arms race, or is human nature itself fatally wired to push forward at any cost? Dr. Yampolsky explains why meaning, purpose, and even the future of employment are on the line, and what—if anything—can be done to safeguard our future.If you want to understand AI’s world-altering dangers, unpredictable opportunities, and the urgent ethical dilemmas at the heart of humanity’s most important technological leap, this is a must listen episode. What's up, everybody? It's Tom Bilyeu here:Want my help starting a business? Join me here inside Zero To FounderSign up for my AI Masterclass:  AI MasterclassFollow Me:Instagram: https://www.instagram.com/tombilyeu/Tik Tok: https://www.tiktok.com/@tombilyeu?lang=enTwitter: https://twitter.com/tombilyeuYouTube: https://www.youtube.com/@TomBilyeuTailor Brands: Check out Tailor Brands to get started with your business today: https://bit.ly/TailorBrandsSeptQuince: Free shipping and 365-day returns at https://quince.com/impactpodElevenLabs: Book your demo at https://elevenlabs.io/impactpodCash App: Download Cash App Today: https://capl.onelink.me/vFut/v6nymgjl #CashAppPod*Cash App is a financial services platform, not a bank. Banking services provided by Cash App’s bank partner(s). Prepaid debit cards issued by Sutton Bank, Member FDIC. Cash App Visa® Debit Flex Cards issued by Sutton Bank, Member FDIC, and The Bancorp Bank, N.A., pursuant to a license from Visa U.S.A. Inc. See terms and conditions for the Sutton prepaid card, Sutton debit flex card, and Bancorp debit flex card. Cash App Green features, Savings, Direct deposit, Round ups, Overdraft coverage and Discounts provided by Cash App, a Block, Inc. brand. Visit cash.app/legal/podcast for full disclosure.Butcherbox: Go to https://ButcherBox.com/IMPACT to get $20 off your first box, plus your choice of free ribeye, new york strip, or filet mignon in every box for a year — with free shipping alwaysPerplexity: Start your free trial of Perplexity Computer today at http://PPLX.ai/impact andexperience the next phase of AI. #ad makeupPipedrive: Get more leads and grow your business. Go to https://www.pipedrive.com/impact and get started with a 30-day free trial.Netsuite: For the first time ever you can try NetSuite Next for free. If your revenues are at least in the seven figures, go to https://NetSuite.ai/Theory. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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  France Prepares for War, AI Goes Rogue, and Hasan Piker’s Wildest Claims Yet | The Tom Bilyeu Show 18.09.2026 1t 37min

  What's up, guys? Today we're diving deep into the world of artificial intelligence, global instability, and the future of education with none other than Drew, my insightful commentator and my co-host, who cuts through the noise on everything from rogue AI to the realities of the American job market. Drew’s sharp analysis and fearless takes are exactly what we need right now as the stories around AI, politics, and global conflicts reach a boiling point.In this episode, we're breaking down why AI has everyone from Andrew Yang to Wall Street in a panic, what regulatory chess moves are really playing out behind the scenes, and how you can actually leverage technology to your advantage—no matter what the headlines say. We're also getting brutally honest about the real dangers facing America, from bureaucratic overgrowth to the education system that's failing our grads, and what you can do as an individual to not just survive, but thrive.If you want clarity on the madness, and real tools you can use to stay ahead while the world turns upside down, don't miss this one. I guarantee you'll leave with a new sense of what’s possible, what’s at stake, and how to keep your edge. I’m Tom Bilyeu, and welcome to Impact Theory.What's up, everybody? It's Tom Bilyeu here:Want my help starting a business? Join me here inside Zero To FounderSign up for my AI Masterclass:  AI MasterclassFollow Me:Instagram: https://www.instagram.com/tombilyeu/Tik Tok: https://www.tiktok.com/@tombilyeu?lang=enTwitter: https://twitter.com/tombilyeuYouTube: https://www.youtube.com/@TomBilyeuTailor Brands: Check out Tailor Brands to get started with your business today: https://bit.ly/TailorBrandsSeptQuince: Free shipping and 365-day returns at https://quince.com/impactpodElevenLabs: Book your demo at https://elevenlabs.io/impactpodCash App: Download Cash App Today: https://capl.onelink.me/vFut/v6nymgjl #CashAppPod*Cash App is a financial services platform, not a bank. Banking services provided by Cash App’s bank partner(s). Prepaid debit cards issued by Sutton Bank, Member FDIC. Cash App Visa® Debit Flex Cards issued by Sutton Bank, Member FDIC, and The Bancorp Bank, N.A., pursuant to a license from Visa U.S.A. Inc. See terms and conditions for the Sutton prepaid card, Sutton debit flex card, and Bancorp debit flex card. Cash App Green features, Savings, Direct deposit, Round ups, Overdraft coverage and Discounts provided by Cash App, a Block, Inc. brand. Visit cash.app/legal/podcast for full disclosure.Butcherbox: Go to https://ButcherBox.com/IMPACT to get $20 off your first box, plus your choice of free ribeye, new york strip, or filet mignon in every box for a year — with free shipping alwaysPerplexity: Start your free trial of Perplexity Computer today at http://PPLX.ai/impact andexperience the next phase of AI. #ad makeupPipedrive: Get more leads and grow your business. Go to https://www.pipedrive.com/impact and get started with a 30-day free trial.Netsuite: For the first time ever you can try NetSuite Next for free. If your revenues are at least in the seven figures, go to https://NetSuite.ai/Theory. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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  Planned Episode 9/17/2026 17.09.2026 47min

  Welcome back to Impact Theory with Tom Bilyeu. In this episode, we dive into the Federal Reserve’s most recent – and highly anticipated – decision to raise the federal funds rate by a quarter-point, its first hike since July 2023. While policymakers cite robust economic data—resilient consumer spending, strong productivity growth, and steady unemployment rates—our discussion questions whether the Fed’s view reflects the reality felt by everyday Americans, especially those struggling on the so-called “wrong side of the K.” With supply shocks, ongoing geopolitical turmoil, and an energy crisis mounting, is the Fed’s approach truly tackling inflation or simply following a playbook that doesn’t match today’s unique challenges? We’ll break down why sentiment may matter more than statistics, the potential consequences of missing growth targets, and whether this rate hike is the right call in a deeply divided and uncertain economy. Plus, we bring in insight from Jeff Snider of Eurodollar University to explore what consumer confidence and labor force participation are really telling us beneath the surface. Stick around as we unpack the risks, the data, and what this all could mean for your financial future.Special thanks to Jeff Snider At Eurodollar University! https://www.youtube.com/live/sHNNc4eu4ls?si=MEMKjqwermrhSIi9What's up, everybody? It's Tom Bilyeu here:Want my help starting a business? Join me here inside Zero To FounderSign up for my AI Masterclass:  AI MasterclassFollow Me:Instagram: https://www.instagram.com/tombilyeu/Tik Tok: https://www.tiktok.com/@tombilyeu?lang=enTwitter: https://twitter.com/tombilyeuTailor Brands: Check out Tailor Brands to get started with your business today: https://bit.ly/TailorBrandsSeptQuince: Free shipping and 365-day returns at https://quince.com/impactpodElevenLabs: Book your demo at https://elevenlabs.io/impactpodCash App: Download Cash App Today: https://capl.onelink.me/vFut/v6nymgjl #CashAppPod*Cash App is a financial services platform, not a bank. Banking services provided by Cash App’s bank partner(s). Prepaid debit cards issued by Sutton Bank, Member FDIC. Cash App Visa® Debit Flex Cards issued by Sutton Bank, Member FDIC, and The Bancorp Bank, N.A., pursuant to a license from Visa U.S.A. Inc. See terms and conditions for the Sutton prepaid card, Sutton debit flex card, and Bancorp debit flex card. Cash App Green features, Savings, Direct deposit, Round ups, Overdraft coverage and Discounts provided by Cash App, a Block, Inc. brand. Visit cash.app/legal/podcast for full disclosure.Butcherbox: Go to https://ButcherBox.com/IMPACT to get $20 off your first box, plus your choice of free ribeye, new york strip, or filet mignon in every box for a year — with free shipping alwaysPerplexity: Start your free trial of Perplexity Computer today at http://PPLX.ai/impact andexperience the next phase of AI. #ad makeupPipedrive: Get more leads and grow your business. Go to https://www.pipedrive.com/impact and get started with a 30-day free trial.Netsuite: For the first time ever you can try NetSuite Next for free. If your revenues are at least in the seven figures, go to https://NetSuite.ai/Theory. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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  Regulatory Capture: How Big AI and Washington Are Rigging the Game | The Tom Bilyeu Show 16.09.2026 1t 39min

  Good morning, everybody. Today we're diving into a story that is unraveling right before our eyes—the truth behind the AI doomer narrative that's completely consumed the headlines. I’ve been going deep, and I mean DEEP, into who’s funding this panic, who stands to gain, and how fear is weaponized at the highest levels to push for regulatory control and consolidation of power. This episode is all about following the money and exposing the shocking coordination happening in the world of artificial intelligence.Listen up: if you have any interest in how technology shapes our world, who makes the rules, and how you can navigate the coming storm, you cannot miss this one. We're highlighting the players behind Anthropic, dissecting how regulatory capture works, and laying out exactly what you need to know so that you stay in control—rather than being manipulated by fear. My goal is for you to walk away from this episode understanding not only the stakes of the AI revolution, but how to separate hype from reality in a world driven by narratives, money, and power.What's up, everybody? It's Tom Bilyeu here:Want my help starting a business? Join me here inside Zero To FounderSign up for my AI Masterclass:  AI MasterclassFollow Me:Instagram: https://www.instagram.com/tombilyeu/Tik Tok: https://www.tiktok.com/@tombilyeu?lang=enTwitter: https://twitter.com/tombilyeuYouTube: https://www.youtube.com/@TomBilyeuTailor Brands: Check out Tailor Brands to get started with your business today: https://bit.ly/TailorBrandsSeptQuince: Free shipping and 365-day returns at https://quince.com/impactpodElevenLabs: Book your demo at https://elevenlabs.io/impactpodCash App: Download Cash App Today: https://capl.onelink.me/vFut/v6nymgjl #CashAppPod*Cash App is a financial services platform, not a bank. Banking services provided by Cash App’s bank partner(s). Prepaid debit cards issued by Sutton Bank, Member FDIC. Cash App Visa® Debit Flex Cards issued by Sutton Bank, Member FDIC, and The Bancorp Bank, N.A., pursuant to a license from Visa U.S.A. Inc. See terms and conditions for the Sutton prepaid card, Sutton debit flex card, and Bancorp debit flex card. Cash App Green features, Savings, Direct deposit, Round ups, Overdraft coverage and Discounts provided by Cash App, a Block, Inc. brand. Visit cash.app/legal/podcast for full disclosure.Butcherbox: Go to https://ButcherBox.com/IMPACT to get $20 off your first box, plus your choice of free ribeye, new york strip, or filet mignon in every box for a year — with free shipping alwaysPerplexity: Start your free trial of Perplexity Computer today at http://PPLX.ai/impact andexperience the next phase of AI. #ad makeupPipedrive: Get more leads and grow your business. Go to https://www.pipedrive.com/impact and get started with a 30-day free trial.Netsuite: For the first time ever you can try NetSuite Next for free. If your revenues are at least in the seven figures, go to https://NetSuite.ai/Theory. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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  They Are About to RESET Your Money — Pay Attention 15.09.2026 54min

  On this episode of Impact Theory, we dive deep into the hidden shifts reshaping the global economy with Felix Bryn. With powerful forces at play—from political pressure on the Federal Reserve to global gold reserves flowing out of the U.S., sovereign wealth funds dumping American debt, and the rise of a new digital dollar infrastructure—Felix unpacks the four quiet levers that are fundamentally resetting the money system right before our eyes. Joined by insightful commentary, we unravel why traditional notions of "safe" investments may no longer apply, the critical role of the bond market, and what ordinary people can actually do to navigate this new financial landscape. If you want to understand how your money is being impacted today and what you can do to protect your future, this episode is essential listening.Tailor Brands: Check out Tailor Brands to get started with your business today: https://bit.ly/TailorBrandsSeptQuince: Free shipping and 365-day returns at https://quince.com/impactpodElevenLabs: Book your demo at https://elevenlabs.io/impactpodCash App: Download Cash App Today: https://capl.onelink.me/vFut/v6nymgjl #CashAppPod*Cash App is a financial services platform, not a bank. Banking services provided by Cash App’s bank partner(s). Prepaid debit cards issued by Sutton Bank, Member FDIC. Cash App Visa® Debit Flex Cards issued by Sutton Bank, Member FDIC, and The Bancorp Bank, N.A., pursuant to a license from Visa U.S.A. Inc. See terms and conditions for the Sutton prepaid card, Sutton debit flex card, and Bancorp debit flex card. Cash App Green features, Savings, Direct deposit, Round ups, Overdraft coverage and Discounts provided by Cash App, a Block, Inc. brand. Visit cash.app/legal/podcast for full disclosure.Butcherbox: Go to https://ButcherBox.com/IMPACT to get $20 off your first box, plus your choice of free ribeye, new york strip, or filet mignon in every box for a year — with free shipping alwaysPerplexity: Start your free trial of Perplexity Computer today at http://PPLX.ai/impact andexperience the next phase of AI. #ad makeupPipedrive: Get more leads and grow your business. Go to https://www.pipedrive.com/impact and get started with a 30-day free trial.Netsuite: For the first time ever you can try NetSuite Next for free. If your revenues are at least in the seven figures, go to https://NetSuite.ai/Theory.What's up, everybody? It's Tom Bilyeu here:Want my help starting a business? Join me here inside Zero To FounderSign up for my AI Masterclass:  AI MasterclassFOLLOW TOM:Instagram: https://www.instagram.com/tombilyeu/Tik Tok: https://www.tiktok.com/@tombilyeu?lang=enTwitter: https://twitter.com/tombilyeuYouTube: https://www.youtube.com/@TomBilyeu See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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  Surrogate Scandal, Diesel Crisis, and Why Trump’s Skipping AI Calls | The Tom Bilyeu Show 14.09.2026 1t 33min

  What's up, guys? Today we are diving headfirst into the raging battle over the future of artificial intelligence. Dario Amodei, CEO of Anthropic—is at the very epicenter of today's AI revolution, and he's pushing the conversation that has every tech giant, world leader, and entrepreneur on edge. Dario is a cutting-edge researcher, a pioneer of safe AI development, and right now, he's making global headlines calling for a dramatic slowdown in AI progress.We are literally standing at the edge of decisions that could shape human civilization for generations. Today, you'll hear why some of the smartest people in AI are sounding the alarm, what “slowing down” actually means for the industry, how open source and government control could impact innovation, and why all of this matters to you if you care about your career, your business, your freedom—even the survival of humanity as we know it.The battle lines between capital and government, and how you can prepare for the massive changes coming your way. Lock in.What's up, everybody? It's Tom Bilyeu here:Want my help starting a business? Join me here inside Zero To FounderSign up for my AI Masterclass:  AI MasterclassFollow Me:Instagram: https://www.instagram.com/tombilyeu/Tik Tok: https://www.tiktok.com/@tombilyeu?lang=enTwitter: https://twitter.com/tombilyeuYouTube: https://www.youtube.com/@TomBilyeuSponsors:Tailor Brands: Check out Tailor Brands to get started with your business today: https://bit.ly/TailorBrandsSeptQuince: Free shipping and 365-day returns at https://quince.com/impactpodElevenLabs: Book your demo at https://elevenlabs.io/impactpodCash App: Download Cash App Today: https://capl.onelink.me/vFut/v6nymgjl #CashAppPod*Cash App is a financial services platform, not a bank. Banking services provided by Cash App’s bank partner(s). Prepaid debit cards issued by Sutton Bank, Member FDIC. Cash App Visa® Debit Flex Cards issued by Sutton Bank, Member FDIC, and The Bancorp Bank, N.A., pursuant to a license from Visa U.S.A. Inc. See terms and conditions for the Sutton prepaid card, Sutton debit flex card, and Bancorp debit flex card. Cash App Green features, Savings, Direct deposit, Round ups, Overdraft coverage and Discounts provided by Cash App, a Block, Inc. brand. Visit cash.app/legal/podcast for full disclosure.Butcherbox: Go to https://ButcherBox.com/IMPACT to get $20 off your first box, plus your choice of free ribeye, new york strip, or filet mignon in every box for a year — with free shipping alwaysPerplexity: Start your free trial of Perplexity Computer today at http://PPLX.ai/impact andexperience the next phase of AI. #ad makeupPipedrive: Get more leads and grow your business. Go to https://www.pipedrive.com/impact and get started with a 30-day free trial.Netsuite: For the first time ever you can try NetSuite Next for free. If your revenues are at least in the seven figures, go to https://NetSuite.ai/Theory. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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  The AI "Copied My Homework" Scandal, Why the Strait of Hormuz Is Spiraling Out of Control, and Other Global News| Weekly Recap 13.09.2026 1t 1min

  What's up, everybody? It's Tom Bilyeu here:Want my help starting a business? Join me here inside Zero To FounderSign up for my AI Masterclass:  AI MasterclassFOLLOW TOM:Instagram: https://www.instagram.com/tombilyeu/Tik Tok: https://www.tiktok.com/@tombilyeu?lang=enTwitter: https://twitter.com/tombilyeuYouTube: https://www.youtube.com/@TomBilyeuTailor Brands: Check out Tailor Brands to get started with your business today: https://bit.ly/TailorBrandsSeptQuince: Free shipping and 365-day returns at https://quince.com/impactpodElevenLabs: Book your demo at https://elevenlabs.io/impactpodIncogni: Take your personal data back with Incogni! Use code IMPACT at the link below and get 60% off an annual plan: https://incogni.com/impact Ketone IQ: Visit https://ketone.com/IMPACT for 30% OFF your subscription order.Horizon.ai: Go to https://horizon3.ai/IMPACTTHEORY and request your free NodeZero demo. No commitment required. Results in hours, not weeks.Butcherbox: Go to https://ButcherBox.com/IMPACT to get $20 off your first box, plus your choice of free ribeye, new york strip, or filet mignon in every box for a year — with free shipping alwaysQuo: ​​Try for free PLUS get 20% off your first 6 months at https://quo.com/impactThe team digs into a strange and revealing controversy at the frontier of AI: a potential mathematics breakthrough where humans and AI are now fighting over who deserves the credit. For about a year, NYU mathematician Tristan Buckmaster and a researcher at Anthropic had been working on an obscure approach to one of the famous Clay Institute "millennium prize" problems (with $1 million on the line)—running their drafts through private OpenAI Codex sessions hosted on OpenAI's servers. When a step forward emerged (a result related to "blow-up" in the Euler equations of fluid dynamics), accusations flew that OpenAI's model had essentially "copied their homework"—learning from their private work and then producing the result itself. The host uses it to open up what he thinks is the defining debate of the era: when you collaborate with an AI, and it helps you reach an insight you genuinely pushed it toward, who owns the result? He walks through the emerging solutions—Alex Karp of Palantir's "put something in the middle" approach, versus self-hosting an open-source model behind your own servers with your own tuned "weights" so your inputs stay proprietary even as the world uses your outputs. He's candid that he's genuinely torn: as someone building his own project (Kaizen), he admits feeling the impulse to keep some paths secret for a six-month lead, while also arguing that since AI was trained on all of humanity, there's an obligation to keep letting it aggregate humanity's breakthroughs—especially in a field like medicine, where he shares a personal story about a family member's cancer and how siloed, firewalled medical data made coordination nearly impossible. His most provocative point is psychological: that the reason people aren't celebrating even a real (if modest) step forward is a raw human fear of being made to feel irrelevant—that "I can't let it be the AI that did this." He closes on his recurring throughline: rather than running to the government to regulate AI (which he thinks would hurt the open-source models that are the real check on Big AI), the open market and open source should be allowed to solve this—letting young upstarts protect their proprietary "weights" and compete, so a handful of giant companies can't hoard the breakthroughs.The team breaks down a sharp escalation in the Iran conflict and maps how it connects to a much bigger global picture. The immediate news: an intensifying tanker war in the Strait of Hormuz, with the IRGC claiming its largest attack of the war (striking multiple vessels and claiming hits on US destroyers), the US reportedly sinking eight Iranian oil tankers over four days, and Iran launching 20 ballistic missiles at a US base in Jordan—of which Jordan says 18 were intercepted and two hit empty desert, with no casualties reported. The host stresses a key caveat: with the IRGC claiming major damage and the Pentagon denying it, the truth is genuinely murky, and neither side's account should be taken at face value. He reads the "2-for-1" retaliation pattern and Rubio's "shoot at our ships and you lose tankers" posture as a deliberate US strategy of disproportionate response—while flagging the real risk that Iran is trying to bait the US into depleting munitions it may need for two other potential fights: a cornered, economically flailing Germany squaring off with a declining Russia, and the looming US-China collision. From there he lays out his central framework: that the US and China are two "wounded animals," both the largest economies, both feeling a narrow window, both pressing—China racing to divorce from the dollar (he floats his own contested theory that they may back the yuan with gold), reshore chip-making, and potentially move on Taiwan by 2027, because the deeper prize underneath everything is AI, and AI runs on chips. He argues energy undergirds the entire board, which is why the Strait, the Houthi attacks on Saudi oil infrastructure, OPEC fracturing, and the Venezuela play all matter, and offers his read on why the US actually entered Iran (securing GCC capital for the AI bet, under the banner of non-proliferation). He's candid about which parts are his interpretation, flags his gold-backed-yuan idea as highly contested, and lands on his recurring throughline: a multipolar world is coming, and the real question is what kind of "overlord" order the world ends up choosing—one you can vote out, or one you can't.The team connects a series of escalating global stories that the host argues are increasingly becoming one convergent conflict. First, Iran: the Revolutionary Guard reportedly fired hypersonic ballistic missiles at a US aircraft carrier and a guided-missile destroyer in the Strait of Hormuz—a dramatic escalation from base and drone attacks—with both ships evading and no Americans hurt, after which US forces struck and reportedly sank Iranian oil tankers. The host frames a country as most dangerous when it's weakest, and notes Bessent's argument that Iran is running out of the pre-purchased Chinese oil money keeping it afloat, meaning the coming months could get more dangerous before any off-ramp. Second, Europe: reports that Germany is moving toward direct conflict with Russia (closing Russian consulates, restricting entry after a drone incident), which could trigger NATO and pull in the US—complicated by the rise of Germany's AfD party (now reportedly the second-largest, around 23% to the leading party's ~30%), which has floated exiting the EU. Third, diplomacy: Witkoff and Kushner arriving to broker talks, with a reported 72-hour agreement between Putin and Zelensky not to strike each other's capitals (though front-line fighting continues and a broader ceasefire was rejected)—the host cautiously optimistic given their Abraham Accords track record, while noting their recent results have been thinner. Fourth, the US-Venezuela deal versus China, which claims its own competing, "internationally protected" interest there—prompting the host's blunt aside that "international law" is really just a function of who holds the most power. And finally, the bigger economic picture: a Nordic country reportedly selling ~$80B in US Treasuries, central banks buying gold in historic amounts (with gold reportedly overtaking US debt as the top reserve asset), and the resurfaced Ray Dalio warning about what happens when an empire has to start buying its own debt. The host's throughline: the US has a real opportunity—if it rebuilds a genuine moral center, restores fiscal discipline, and competes with China by being genuinely better for partner nations (Venezuela being the key test)—but the window is closing, and a multipolar world can deliver either the benefits of real competition or the dangers of everyone violently choosing sides. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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  You Are Having a Biological Experience: Tom Bilyeu on God, DMT & the Matrix in Your Skull 12.09.2026 48min

  In this episode, I dive into my reaction to a thought-provoking video clip featuring Andrew Huberman and Steven Bartlett. The conversation focused on the way we shape our experience of reality, especially when it comes to questions of spirituality, religion, and the effects of altered states like psychedelics. One concept discussed was whether experiences like DMT trips or spiritual moments actually provide access to something beyond biology, or if they’re simply the result of neurochemistry—something I feel very strongly about.A key theme that emerged was questioning the literal truth of religious experiences and miracles. I explored my skepticism about whether anything truly occurs outside the laws of biology and physics, emphasizing that our brains craft our perception of the world, and that even the most awe-inspiring or seemingly miraculous events can usually be traced back to processes within us. The discussion also touched on how religion and awe may be evolutionary tools for cooperation and meaning, rather than evidence of a higher power.Several points were raised, including the dangers of confusing emotional reactions for truth, the importance of understanding we’re always having a biological experience, and the very real improvements people find in their lives when they adopt certain mindsets or practices like prayer or faith. Ultimately, this episode is an invitation to critically examine how we interpret our experiences—reminding listeners that while different mental frames can improve our lives, they are rooted in the biology that shapes everything we know and feel.Tailor Brands: Check out Tailor Brands to get started with your business today: https://bit.ly/TailorBrandsSeptQuince: Free shipping and 365-day returns at https://quince.com/impactpodElevenLabs: Book your demo at https://elevenlabs.io/impactpodIncogni: Take your personal data back with Incogni! Use code IMPACT at the link below and get 60% off an annual plan: https://incogni.com/impact Ketone IQ: Visit https://ketone.com/IMPACT for 30% OFF your subscription order.Horizon.ai: Go to https://horizon3.ai/IMPACTTHEORY and request your free NodeZero demo. No commitment required. Results in hours, not weeks.Butcherbox: Go to https://ButcherBox.com/IMPACT to get $20 off your first box, plus your choice of free ribeye, new york strip, or filet mignon in every box for a year — with free shipping alwaysQuo: ​​Try for free PLUS get 20% off your first 6 months at https://quo.com/impactWhat's up, everybody? It's Tom Bilyeu here:Want my help starting a business? Join me here inside Zero To FounderSign up for my AI Masterclass:  AI MasterclassFOLLOW TOM:Instagram: https://www.instagram.com/tombilyeu/Tik Tok: https://www.tiktok.com/@tombilyeu?lang=enTwitter: https://twitter.com/tombilyeuYouTube: https://www.youtube.com/@TomBilyeu See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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  America on the Brink: $5000 Trump Payouts, Middle East Mayhem & 9/11’s Forgotten Lessons | Tom Bilyeu Show 11.09.2026 1t 43min

  Welcome to a pivotal episode of The Tom Bilyeu Show Live, recorded on September 11th—a day etched into American memory. In this episode, Tom tackles some of the most pressing and complex issues facing the nation and the world: from the escalating dangers in the Middle East and the precarious state of the global economy, to the relentless march of artificial intelligence and its ever-growing impact. Tom breaks down the unchecked government spending and populist promises threatening America’s financial health, the real consequences of inflation and deficit spending, and how both political parties are fueling economic instability. He digs deep into the current crises in the Middle East, the vulnerabilities in global supply chains, and draws crucial lessons from both past and present—especially the enduring significance of 9/11. Tom also explores the latest developments in AI, the urgent need for responsible innovation, and the growing arms race with China. This is a raw, honest conversation urging listeners to push beyond rhetoric, embrace fiscal discipline, and remain vigilant as seismic shifts reshape our world.What's up, everybody? It's Tom Bilyeu here:Want my help starting a business? Join me here inside Zero To FounderSign up for my AI Masterclass:  AI MasterclassFOLLOW ME:Instagram: https://www.instagram.com/tombilyeu/Tik Tok: https://www.tiktok.com/@tombilyeu?lang=enTwitter: https://twitter.com/tombilyeuYouTube: https://www.youtube.com/@TomBilyeuTailor Brands: Check out Tailor Brands to get started with your business today: https://bit.ly/TailorBrandsSeptQuince: Free shipping and 365-day returns at https://quince.com/impactpodElevenLabs: Book your demo at https://elevenlabs.io/impactpodIncogni: Take your personal data back with Incogni! Use code IMPACT at the link below and get 60% off an annual plan: https://incogni.com/impact Ketone IQ: Visit https://ketone.com/IMPACT for 30% OFF your subscription order.Horizon.ai: Go to https://horizon3.ai/IMPACTTHEORY and request your free NodeZero demo. No commitment required. Results in hours, not weeks.Butcherbox: Go to https://ButcherBox.com/IMPACT to get $20 off your first box, plus your choice of free ribeye, new york strip, or filet mignon in every box for a year — with free shipping alwaysQuo: ​​Try for free PLUS get 20% off your first 6 months at https://quo.com/impact See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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  The Point of No Return: Connor Leahy on Stopping AI Before It's Too Late 10.09.2026 1t 22min

  Dive into a high-stakes debate on superintelligence, global AI regulation, and existential risk as Tom Bilyeu explores the urgent need for international cooperation and the unprecedented dangers of autonomous AI systems.
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  OpenAI Scandal Explodes, China Sanctions Palmer Luckey, and the Oil War Heats Up | Tom Bilyeu Show 09.09.2026 1t 29min

  What's up, everybody? Today I’m hitting you with one of the wildest episodes we’ve ever done. We’re diving deep into the OpenAI scandal that’s been blowing up the internet and drawing in some of the top minds in math, tech, and artificial intelligence. In this episode, we cover everything from leaked breakthroughs on one of the world’s toughest math problems—Navier-Stokes—to how your intellectual property could be at risk every time you use AI.We’ll break down who really made the breakthrough: brilliant mathematician Tristan Buckmaster, or was it AI, or—most likely—the thrilling collision between human intuition and machine brute force? Plus we’ll look at why this debate matters for the future of ownership, innovation, and literally your business or your health. You’re going to walk away understanding how AI and human minds must work together, what the next wave of regulation could mean for YOU, and why this moment will redefine who gets credit and who gets paid.This is about way more than technology—this is about meaning, relevance, and how humanity adapts in the face of relentless acceleration. Strap in, because if you want to thrive in the age of AI, you can’t afford to miss what we unpack in this episode.If you get value out of conversations like this, drop us a review and help us reach more people driven to unleash their potential. I’m Tom Bilyeu, and welcome to Impact Theory.Sponsors: Tailor Brands: Check out Tailor Brands to get started with your business today: https://bit.ly/TailorBrandsSeptQuince: Free shipping and 365-day returns at https://quince.com/impactpodElevenLabs: Book your demo at https://elevenlabs.io/impactpodIncogni: Take your personal data back with Incogni! Use code IMPACT at the link below and get 60% off an annual plan: https://incogni.com/impact Ketone IQ: Visit https://ketone.com/IMPACT for 30% OFF your subscription order.Horizon.ai: Go to https://horizon3.ai/IMPACTTHEORY and request your free NodeZero demo. No commitment required. Results in hours, not weeks.Butcherbox: Go to https://ButcherBox.com/IMPACT to get $20 off your first box, plus your choice of free ribeye, new york strip, or filet mignon in every box for a year — with free shipping alwaysQuo: ​​Try for free PLUS get 20% off your first 6 months at https://quo.com/impact-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------What's up, everybody? It's Tom Bilyeu here:Want my help starting a business? Join me here inside Zero To FounderSign up for my AI Masterclass:  AI MasterclassFOLLOW TOM:Instagram: https://www.instagram.com/tombilyeu/Tik Tok: https://www.tiktok.com/@tombilyeu?lang=enTwitter: https://twitter.com/tombilyeuYouTube: https://www.youtube.com/@TomBilyeu See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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  'No One Is Coming To Save You': The Brutal Truth About AI And Your Job 08.09.2026 50min

  IntroductionWelcome to Impact Theory with Tom Bilyeu. In this thought-provoking episode, Tom sits down with Senator Bernie Sanders and a panel of young voices to tackle one of today's most urgent questions: how will Artificial Intelligence reshape our economy, our work, and our lives?From robots replacing restaurant workers to the promises and perils of AI-driven efficiency, the conversation dives deep into the future of jobs, the human element in technology, and who truly benefits from the coming AI revolution. Hear firsthand the anxieties and hopes of a new generation, candid debates on the role of corporate power, and Bernie Sanders's vision for ensuring AI serves the public good—not just the tech elite. Whether you're excited or worried about the rise of intelligent machines, this episode will challenge your assumptions and spark reflection on the values that should shape our digital future.Tailor Brands: Check out Tailor Brands to get started with your business today: https://bit.ly/TailorBrandsSeptQuince: Free shipping and 365-day returns at https://quince.com/impactpodElevenLabs: Book your demo at https://elevenlabs.io/impactpodIncogni: Take your personal data back with Incogni! Use code IMPACT at the link below and get 60% off an annual plan: https://incogni.com/impact Ketone IQ: Visit https://ketone.com/IMPACT for 30% OFF your subscription order.Horizon.ai: Go to https://horizon3.ai/IMPACTTHEORY and request your free NodeZero demo. No commitment required. Results in hours, not weeks.Butcherbox: Go to https://ButcherBox.com/IMPACT to get $20 off your first box, plus your choice of free ribeye, new york strip, or filet mignon in every box for a year — with free shipping alwaysQuo: ​​Try for free PLUS get 20% off your first 6 months at https://quo.com/impactWhat's up, everybody? It's Tom Bilyeu here:Want my help starting a business? Join me here inside Zero To FounderSign up for my AI Masterclass:  AI MasterclassFOLLOW TOM:Instagram: https://www.instagram.com/tombilyeu/Tik Tok: https://www.tiktok.com/@tombilyeu?lang=enTwitter: https://twitter.com/tombilyeuYouTube: https://www.youtube.com/@TomBilyeu See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.