China Is Running The Same Play That Wiped Out The First Wave Of Internet Investors

China Is Running The Same Play That Wiped Out The First Wave Of Internet Investors

80% of every dollar the S&P 500 has gained over the last three years came from AI. If you own an index fund you don't own the broad market anymore — you own one concentrated bet on AI infrastructure. And China just demonstrated exactly how fragile that bet is. One Chinese AI model wiped out $1 trillion in US market value in a single day. Nvidia set the all-time record for the largest single-day loss by any company in history. The banks already know the debt is shaky — which is why they're running the 2008 playbook right now, slicing it up and selling it into your pension without a warning label. You ever look at your investment portfolio and wonder, “Wait, is ALL of this basically just one giant AI bet?” Yeah, me too. Today’s episode pulls back the curtain on not just the AI-fueled market euphoria, but the dark underbelly powering America’s biggest economic surge — and the risks nobody wants to talk about. We’re breaking down how the US stock market has quietly turned into a high-stakes casino riding on the AI wave, and why that’s a lot riskier than you think. Inside part 1, we’re mapping out the massive geopolitical chess game between the US and China, where AI strategies, backdoor tech theft, and brutal economic pressure threaten to topple the very companies investors have worshipped for the last three years. You’ll learn why cutting-edge tech like distillation could change who wins the AI race, and why investor confidence is shakier than ever. If you care about money, innovation, or just want to avoid getting blindsided by the next big crash… this is for you. Quince: Free shipping and 365-day returns at https://quince.com/impactpod Whatnot: Download the Whatnot app today and get free shipping on your first order. ATT Business: Switch to AT&T Business at business.att.com [http://business.att.com] Ketone IQ: Visit https://ketone.com/IMPACT [https://ketone.com/IMPACT] for 30% OFF your subscription order Shopify: Sign up for your one-dollar-per-month trial period at https://shopify.com/impact [https://shopify.com/impact] Truemed: Check your eligibility and start saving at https://truemed.com/impact [https://truemed.com/impact] Ethos: Get a free quote at https://ethos.com/impact [https://ethos.com/impact] Incogni: 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 [https://incogni.com/impact] What's up, everybody? It's Tom Bilyeu here: If you want my help... * STARTING a business: join me here at ZERO TO FOUNDER [https://tombilyeu.com/zero-to-founder?utm_campaign=Podcast%20Offer&utm_source=podca[%E2%80%A6]d%20end%20of%20show&utm_content=podcast%20ad%20end%20of%20show]:  * https://tombilyeu.com/zero-to-founder?utm_campaign=Podcast%20Offer&utm_source=podca[%E2%80%A6]d%20end%20of%20show&utm_content=podcast%20ad%20end%20of%20show [https://tombilyeu.com/zero-to-founder?utm_campaign=Podcast%20Offer&utm_source=podca[%E2%80%A6]d%20end%20of%20show&utm_content=podcast%20ad%20end%20of%20show] * * SCALING a business: see if you qualify here. [https://tombilyeu.com/call]:  * https://tombilyeu.com/call [https://tombilyeu.com/call] * Get my battle-tested strategies and insights delivered weekly to your inbox: sign up here. [https://tombilyeu.com/]: https://tombilyeu.com/ [https://tombilyeu.com/] ********************************************************************** If you're serious about leveling up your life, I urge you to check out my new podcast, Tom Bilyeu’s Mindset Playbook [https://open.spotify.com/show/47VE90Cittmo6TGGFqg2xf] —a goldmine of my most impactful episodes on mindset, business, and health. Trust me, your future self will thank you. ********************************************************************** FOLLOW TOM: Instagram: https://www.instagram.com/tombilyeu/ [https://www.instagram.com/tombilyeu/] Tik Tok: https://www.tiktok.com/@tombilyeu?lang=en [https://www.tiktok.com/@tombilyeu?lang=en] Twitter: https://twitter.com/tombilyeu [https://twitter.com/tombilyeu] YouTube: https://www.youtube.com/@TomBilyeu [https://www.youtube.com/@TomBilyeu] See Privacy Policy at https://art19.com/privacy [https://art19.com/privacy] and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info [https://art19.com/privacy#do-not-sell-my-info].

Are We Losing What Makes America Great? Mindset, Prosperity, and Political Division

ITU: Ready to break through your biggest business bottleneck? Apply to work with me 1:1 - https://impacttheory.co/SCALE [https://impacttheory.co/SCALE] Sign up for my AI Masterclass: https://tombilyeu.com/ai-masterclass?utm_campaign=TBS-Livestream&utm_source=youtube&utm_medium=social Welcome to Impact Theory with Tom Bilyeu. In today's episode, Tom is joined live by business partner and COO Andrew Press for a powerful discussion on the shifting narratives shaping American identity and the battle for the nation's soul. The episode dives into a divisive July 4th speech by Mamdani, exploring competing visions of American history, freedom, and exceptionalism. Tom unpacks the psychological drivers behind cultural and economic change, the dangers of embracing victimhood over personal responsibility, and how narratives actively shape the future. With topics ranging from propaganda wars and labor force participation to the economic and political implications of current trends, this episode challenges listeners to consider what story we will tell ourselves as a country—and what it takes to build a thriving middle class. Get ready for an unfiltered, thought-provoking conversation at the intersection of economics, psychology, and American values. Chapters: 00:00 Cultural and economic shifts in America 07:55 American identity and historical narratives 10:57 Brutal journey and survival odds 16:09 Connecting psychology and societal impact 26:20 Understanding immigrant perseverance 31:46 Immigration's impact on New York City 33:42 Entrepreneurial mindset of early immigrants 40:08 America as a hub for talent 48:15 Underappreciated history of communism 51:10 Discussing immigration and ideology 57:37 The importance of decentralized innovation 01:00:11 Discussing American political visions 01:09:57 Economic and psychological concerns 01:16:07 The fragility of self-esteem 01:18:55 Debating success vs. self-esteem 01:22:26 Discussing victim mentality and politics 01:29:55 Comparing fiscal policies of states Sponsors: Quince: Free shipping and 365-day returns at https://quince.com/impactpod Whatnot: Download the Whatnot app today and get free shipping on your first order. ATT Business: Switch to AT&T Business at business.att.com [http://business.att.com] Ketone IQ: Visit https://ketone.com/IMPACT [https://ketone.com/IMPACT] for 30% OFF your subscription order Shopify: Sign up for your one-dollar-per-month trial period at https://shopify.com/impact [https://shopify.com/impact] Truemed: Check your eligibility and start saving at https://truemed.com/impact [https://truemed.com/impact] Ethos: Get a free quote at https://ethos.com/impact [https://ethos.com/impact] Incogni: 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 [https://incogni.com/impact]  See Privacy Policy at https://art19.com/privacy [https://art19.com/privacy] and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info [https://art19.com/privacy#do-not-sell-my-info].

America at 250: Socialism, Economic Reality, and the Truth About AI and Power

ITU: Ready to break through your biggest business bottleneck? Apply to work with me 1:1 - https://impacttheory.co/SCALE [https://impacttheory.co/SCALE] Sign up for my AI Masterclass: https://tombilyeu.com/ai-masterclass?utm_campaign=TBS-Livestream&utm_source=youtube&utm_medium=social On the eve of America's 250th birthday, Tom and Drew take stock of what actually built the most prosperous nation in history — and what's quietly tearing at it. The through-line: a rising socialist movement that says it's fighting for the working class, and the mechanism that shows it robs them instead. They trace it from the "overproduction of elites" driving the DSA, to the one American town that ran the most sincere socialism experiment ever attempted (and what happened two years later), to why inflation is the real theft from working people. Plus: what China understands about energy that's left the West rationing AC, the truth hiding under Trump's growth numbers, Michael Saylor's high-wire bitcoin bet, Palantir CEO Alex Karp's CNBC blow-up over who really owns your data, and the collapse of free speech playing out in the UK. Sponsors: Quince: Free shipping and 365-day returns at https://quince.com/impactpod Whatnot: Download the Whatnot app today and get free shipping on your first order. ATT Business: Switch to AT&T Business at business.att.com [http://business.att.com] Ketone IQ: Visit https://ketone.com/IMPACT for 30% OFF your subscription order Shopify: Sign up for your one-dollar-per-month trial period at https://shopify.com/impact Truemed: Check your eligibility and start saving at https://truemed.com/impact Ethos: Get a free quote at https://ethos.com/impact [https://ethos.com/impact] Incogni: 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 What's up, everybody?It's Tom Bilyeu here: If you want my help... • STARTING a business: join me here at ZERO TO FOUNDER [https://tombilyeu.com/zero-to-founder?utm_campaign=Podcast%20Offer&utm_source=podca[%E2%80%A6]d%20end%20of%20show&utm_content=podcast%20ad%20end%20of%20show]: • https://tombilyeu.com/zero-to-founder?utm_campaign=Podcast%20Offer&utm_source=podca[%E2%80%A6]d%20end%20of%20show&utm_content=podcast%20ad%20end%20of%20show • SCALING a business: see if you qualify here. [https://tombilyeu.com/call]: • https://tombilyeu.com/call • Get my battle-tested strategies and insights delivered weekly to your inbox: sign up here. [https://tombilyeu.com/]: https://tombilyeu.com/ ********************************************************************** If you're serious about leveling up your life, I urge you to check out my new podcast, Tom Bilyeu’s Mindset Playbook [https://open.spotify.com/show/47VE90Cittmo6TGGFqg2xf] —a goldmine of my most impactful episodes on mindset, business, and health. Trust me, your future self will thank you. ********************************************************************** FOLLOW TOM: Instagram: instagram.com/tombilyeu [https://www.instagram.com/tombilyeu/] Tik Tok: tiktok.com/@tombilyeu?lang=en [https://www.tiktok.com/@tombilyeu?lang=en] Twitter: twitter.com/tombilyeu [https://twitter.com/tombilyeu] YouTube: youtube.com/@TomBilyeu [https://www.youtube.com/@TomBilyeu] See Privacy Policy at https://art19.com/privacy [https://art19.com/privacy] and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info [https://art19.com/privacy#do-not-sell-my-info].

Billionaire Investor Says US Market Is Headed For A HUGE CRASH! | Tom Bilyeu Reacts

Tom breaks down Billionaire investor Jeremy Grantham latest Diary Of A CEO Interview. You know how everyone keeps saying, “You can’t time the market,” but deep down you’re terrified everything you’ve invested could vanish overnight? Or maybe you’ve felt the hype and FOMO about AI stocks, crypto, and housing — but you also have that pit-in-your-stomach feeling that none of it’s real? Sis, this episode is a MUST for your future self. Jeremy Grantham — yes, THE Jeremy Grantham, legendary investor, founder of GMO, and the guy who literally predicted multiple market crashes — joins us for an unfiltered, no-holds-barred breakdown of what’s actually driving the markets right now. We’re talking about narrative-driven bubbles, why everyone blindly trusts the S&P, and how emotional contagion (not logic!) has most of us acting wild with our money. We also get brutally honest about why US stocks may be the most dangerous play on the table, and how the next economic collapse could wipe out everything you thought you understood about investing. Buckle up, because the warning signs are flashing everywhere. What's up, everybody? It's Tom Bilyeu here: If you want my help... * STARTING a business: join me here at ZERO TO FOUNDER [https://tombilyeu.com/zero-to-founder?utm_campaign=Podcast%20Offer&utm_source=podca[%E2%80%A6]d%20end%20of%20show&utm_content=podcast%20ad%20end%20of%20show]:  * https://tombilyeu.com/zero-to-founder?utm_campaign=Podcast%20Offer&utm_source=podca[%E2%80%A6]d%20end%20of%20show&utm_content=podcast%20ad%20end%20of%20show [https://tombilyeu.com/zero-to-founder?utm_campaign=Podcast%20Offer&utm_source=podca[%E2%80%A6]d%20end%20of%20show&utm_content=podcast%20ad%20end%20of%20show] * * SCALING a business: see if you qualify here. [https://tombilyeu.com/call]:  * https://tombilyeu.com/call [https://tombilyeu.com/call] * Get my battle-tested strategies and insights delivered weekly to your inbox: sign up here. [https://tombilyeu.com/]: https://tombilyeu.com/ [https://tombilyeu.com/] ********************************************************************** If you're serious about leveling up your life, I urge you to check out my new podcast, Tom Bilyeu’s Mindset Playbook [https://open.spotify.com/show/47VE90Cittmo6TGGFqg2xf] —a goldmine of my most impactful episodes on mindset, business, and health. Trust me, your future self will thank you. ********************************************************************** FOLLOW TOM: Instagram: https://www.instagram.com/tombilyeu/ [https://www.instagram.com/tombilyeu/] Tik Tok: https://www.tiktok.com/@tombilyeu?lang=en [https://www.tiktok.com/@tombilyeu?lang=en] Twitter: https://twitter.com/tombilyeu [https://twitter.com/tombilyeu] YouTube: https://www.youtube.com/@TomBilyeu [https://www.youtube.com/@TomBilyeu] Truemed: Check your eligibility and start saving at https://truemed.com/impact [https://truemed.com/impact] Ethos: Get a free quote at https://ethos.com/impact [https://ethos.com/impact] Incogni: 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 [https://incogni.com/impact]  Ketone IQ: Visit https://ketone.com/IMPACT [https://ketone.com/IMPACT] for 30% OFF your subscription order Shopify: Sign up for your one-dollar-per-month trial period at https://shopify.com/impact [https://shopify.com/impact] ATT Business: Switch to AT&T Business at business.att.com [http://business.att.com] See Privacy Policy at https://art19.com/privacy [https://art19.com/privacy] and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info [https://art19.com/privacy#do-not-sell-my-info].

Supreme Court Rulings, Birthright Citizenship, and the Impact of AI on America’s Future

ITU: Ready to break through your biggest business bottleneck? Apply to work with me 1:1 - https://impacttheory.co/SCALE [https://impacttheory.co/SCALE] Sign up for my next FREE A.I. class here: https://tombilyeu.com/leverage-ai-july-9?utm_campaign=ai-masterclass&utm_source=x&utm_medium=social&utm_content=post-260407-1 [https://tombilyeu.com/leverage-ai-july-9?utm_campaign=ai-masterclass&utm_source=x&utm_medium=social&utm_content=post-260407-1] The conversation focused on unpacking the latest Supreme Court decisions, major political developments, and hot-button economic issues shaping America today. A key theme that emerged was the collision of deeply held values fueling the ongoing culture wars—especially around topics like transgender athlete participation, birthright citizenship, and the role of government in individual freedom. The discussion explored how immigration and economic policy intersect, the rise of Democratic Socialists within the Democratic Party, and the evolving challenges presented by AI and technological innovation. Several points were raised, including concerns over regulatory capture, tax policy shifts in states like Florida, the potential for foreign adversaries to exploit legal loopholes, and the political consequences of rapidly changing economic landscapes. In addition, the episode delved into high-profile crime investigations, conspiracy theories, and the future impact of AI on jobs—all woven together with candid debate, critical analysis, and an invitation for the audience to think deeply about the direction in which the country is heading. Chapters: 00:00 Debating use of puberty blockers 07:38 Supreme Court on money in politics 12:39 Debating State vs. Individual Power 19:58 Fraud and birth tourism concerns 24:40 Spying tactics and strategic advantages 30:40 Fears about immigration policies 37:00 Discussion on freedom and power dynamics 37:52 Concerns about government branch balance 45:54 Discussing immigration and cultural values 53:46 Boat analogy for political issues 56:54 Impact of Housing Price Controls 01:03:16 Potential issues with DSA policies 01:05:23 Critique of Democratic budget strategies 01:13:37 Clarifying Tyler's Involvement with Parents 01:17:06 Forensic conspiracy theories 01:25:49 Discussing regulatory capture issues 01:31:17 China's role in AI competition 01:34:40 Palantir's early government challenges 01:41:27 Focusing on profit through efficiency 01:43:09 Japan's permanent job culture issues Sponsors: Truemed: Check your eligibility and start saving at https://truemed.com/impact [https://truemed.com/impact] Ethos: Get a free quote at https://ethos.com/impact [https://ethos.com/impact] Incogni: 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 [https://incogni.com/impact]  Ketone IQ: Visit https://ketone.com/IMPACT [https://ketone.com/IMPACT] for 30% OFF your subscription order Shopify: Sign up for your one-dollar-per-month trial period at https://shopify.com/impact [https://shopify.com/impact] ATT Business: Switch to AT&T Business at business.att.com [http://business.att.com] See Privacy Policy at https://art19.com/privacy [https://art19.com/privacy] and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info [https://art19.com/privacy#do-not-sell-my-info].