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Transcript for Kimbal Musk: The Art of Cooking, Tesla, SpaceX, Zip2, and Family | Lex Fridman Podcast #417

This is a transcript of Lex Fridman Podcast #417 with Kimbal Musk.
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Introduction

Kimbal Musk
(00:00:00)
For me, cooking is an art.
Lex Fridman
(00:00:01)
What’s your favorite ingredient to cook with?
Kimbal Musk
(00:00:03)
There isn’t one. It’s more like when there is one, it really is one. There’s peaches on the cover of this cookbook. Those peaches, those were in August, Colorado peaches. It just doesn’t get any better than that.
Lex Fridman
(00:00:16)
On that day, at that moment, that was best ingredient?
Kimbal Musk
(00:00:17)
That was the best, but that only lasts for a week and then they don’t taste so great, but damn are they so good in that moment and you just can’t stop wanting to use that ingredient.
Lex Fridman
(00:00:33)
The following is a conversation with Kimbal Musk, a long time entrepreneur and chef and author of a new cookbook called The Kitchen Cookbook, Cooking for Your Community. You should check it out. It is in fact the first cookbook I’ve ever owned. I’ve already made stuff from it and it’s delicious. This is the Lex Fridman podcast. To support it, please check out our sponsors in the description. And now, dear friends, here’s Kimbal Musk.

Growing up in South Africa


(00:01:02)
Growing up in South Africa, you said it was a violent place. What are some formative moments that you remember from that time?
Kimbal Musk
(00:01:09)
South Africa was, so I grew up in apartheid South Africa, but more specifically the fall of apartheid. I was a teenager in the ’80s and our community would, part of our social life frankly, was the anti-apartheid protests and to go be with white people, Black people, kind of mixing it all altogether. The most formative experiences, frankly, how much I appreciate a place like America where we have value for human life. So, that was a country where human life was not valued. It’s a weird thing to come from that to here where we take it so seriously, if someone dies in a war or something like that, and we just didn’t take it seriously.

(00:02:05)
In South Africa, people died, or people were killed. I saw someone killed in front of me. I was getting off a train and it’s a very violent train known for violence. We were stupid kids. We didn’t really listen to our parents. We went on this train and the doors opened and I had people trying to get off the train and in front of me, two Black people, one Black guy just stabbed this knife in the side of this other Black guy’s head and you’re like, “What the fuck?” And you just, I got to get off the train.
Lex Fridman
(00:02:44)
How old were you at this time?
Kimbal Musk
(00:02:45)
Probably 16 or 17. And I got to get off the train and everyone is trying to get me to get off because they’re all behind me. So, I step off and I step into the pool of blood one foot, and then I just walk for about a hundred paces while the stickiness of the blood just kind of for my sneakers just on one foot just leaves a footprint behind me. And you just walk on. You just walk on.
Lex Fridman
(00:03:12)
Did the others walk on as well?
Lex Fridman
(00:03:12)
Go to the concert.
Kimbal Musk
(00:03:13)
Everyone walked on.
Lex Fridman
(00:03:15)
That’s an interesting point you make. Underlying the violence is a kind of philosophy that human life is disposable, the individual life is disposable. I mean, that underlies many ideologies. I grew up in the Soviet Union, the value of human life was lower there than in the United States. The value of the individual in the United States is really high. There’s probably an index you can put together.
Kimbal Musk
(00:03:39)
Yeah, right, exactly.
Lex Fridman
(00:03:41)
Per nation, that’s a really interesting way to put it because violence is much easier on a mass scale. Suffering, causing suffering on a mass scale is much easier when you don’t value the human life.
Kimbal Musk
(00:03:56)
I’ve heard this before, which I think I agree with, is when someone is killed, someone is taken from our lives. The vacuum that it creates, the social vacuum is extraordinarily painful and it truly is true. I mean, if someone in my community passes away, it’s very, very sad for me. And when you go to a place where, or live, grow up in a place where that human life is not valued, there’s something about, there’s a little bit less of the social vacuum created because everyone is kind of expecting everyone to potentially be taken out at any moment. But then there’s also a beauty to it because there’s a much more of a celebratory element.

(00:04:45)
When my cousin, Russ and I, again, we’re stupid kids, we shouldn’t be doing this, but we go into the townships where a lot of the violence would be happening, and we really didn’t see most of the violence there. It was in these more protests and so forth. But there’s a joy that also comes from lower value of human life. There’s a real joy. Everyone was like, well, I mean it’s beautiful. We’d have dinner with Black friends, friends with their family, and we were still pretty young and there was just a real joy to it.
Lex Fridman
(00:05:21)
When you accept mortality, you can really enjoy life.
Kimbal Musk
(00:05:24)
You can really enjoy life. I mean, I think that’s actually quite a nice insight. I’ve never really put it that way, but I think that’s right actually. I think you just chill out a bit, takes things a little less seriously.
Lex Fridman
(00:05:34)
Because life does end for everybody.
Kimbal Musk
(00:05:37)
It does. Right.
Lex Fridman
(00:05:37)
And if you just head on accept that fact, you can just enjoy every single moment and let go of this attachment and just enjoy the moment.
Kimbal Musk
(00:05:47)
I do love that we all live longer and so forth, but we should live longer with the goal of joy and the goal of happiness and peace, not some form of misery that you choose to attach yourself to.
Lex Fridman
(00:06:03)
Maximize joy.
Kimbal Musk
(00:06:04)
Maximize joy. That’s right.
Lex Fridman
(00:06:06)
There’s a story that Walter Isaacson writes about where Elon got beat up pretty bad and you were there, and then you also had to watch your dad yell at Elon for an hour, calling him worthless, all those kinds of things. You said it was the worst memory of your life. What do you make of such cruelty? What do you remember from that time?
Kimbal Musk
(00:06:33)
I mean, it was horrible. I think coming back to the point of low value of human life, they tried to kill him. There was no holding back, so I just watched someone… It wasn’t just one, but there was a main person and then there was a few others that piled in. They tried to kill him in front of me. We were eating sandwiches on a staircase at the school, in outdoor staircase. They were not coming after me and I just had to watch and I couldn’t help. It was one of the saddest, most difficult experiences. It was just awful.
Lex Fridman
(00:07:22)
Just like that, life can end.
Kimbal Musk
(00:07:25)
Yeah.
Lex Fridman
(00:07:25)
If could have been you.
Kimbal Musk
(00:07:27)
Yeah. I think I’ve had a near death experience where I almost died. I was in 2010 and I think that… And I broke my neck and I can go into that story in a moment, but this was different. This comes back to the low value of human life part where if someone had killed my brother, if that person had beat him to death, which he was trying to do, life would’ve gone on. That’s like an insane thought in an American, well maybe in some tough neighborhoods, but for the most part, it’s another thing.
Lex Fridman
(00:08:09)
Yeah, the brutality of that, the mundaneness of the brutality.
Kimbal Musk
(00:08:13)
Yeah.
Lex Fridman
(00:08:15)
It makes you think of all the places in the world that that’s happening.
Kimbal Musk
(00:08:18)
Exactly. Exactly.
Lex Fridman
(00:08:18)
And all the beautiful people that just disappear.
Kimbal Musk
(00:08:22)
I always say to people who have an opinion about America that this is a really bad country or whatever, and I say, “Look, please go try another country before you say that. Not to say that America can’t get better, but please go try another country,” because not having that perspective or having a perspective that, I don’t know, they’ll catch up on their shoulder about the country that they’re in. Okay, go try another country and then come back and tell me, pick any country. It doesn’t have to be some very violent country. You go pick any country and you just realize that actually the world doesn’t think the same way that America thinks, and you are going to just learn a perspective that I think gives you a better way to critique where we live in America.
Lex Fridman
(00:09:17)
Yeah, it’s humbling. You said that your dad was a roller coaster of affection and then verbal abuse. Walter Isaacson quotes Barack Obama who said, “Someone once said that every man is trying to live up to his father’s expectations or makeup for his father’s mistakes, and I suppose that may explain my particular malady.” Is part of that ring true for you?
Kimbal Musk
(00:09:39)
What I thought you were going to say, thought you were going to end the sentence with live up to my father’s expectations. That’s what most people say. But then you said the second part, which is make up for his mistakes. I think that’s actually, that one rings true for me.

(00:09:57)
He was really [inaudible 00:09:59], but I’m not connected to him, but he taught me, the phrase I used to have was he taught me what not to do, so I still actually learned a lot. What kind of human not to be, what kind of actions not to take. And so that kind of closer to living up to his mistakes. But my father was such a train wreck that it’s not really mistakes. It’s like intentional actions of what not to do. Okay, look, don’t do that.
Lex Fridman
(00:10:34)
But there’s still the trauma of that. It has an effect on the human psychology and can permeate through time. So, it has probably complex indirect effects on who you are, the good and the bad.
Kimbal Musk
(00:10:50)
There’s a critique that my friends give me, which is when they’re talking to me, I kind of just drift away. That just, I’m still looking at them, I’m still nodding, might even respond to them in their conversation, but I’m actually not there. And I’ve realized that actually that grew up because my father would just, verbal abuse is one way to say it. It is abuse, but it’s more just verbal diarrhea for you for hours and constantly saying, “Do you understand?” He wants to make sure that I’m paying attention. So, I trained myself to look like I’m paying attention, but I’m not.
Lex Fridman
(00:11:35)
To disappear to someplace.
Kimbal Musk
(00:11:37)
Disappear to someplace.
Lex Fridman
(00:11:38)
Wherever that is.
Kimbal Musk
(00:11:39)
Yeah, I do that less and less over time, but I-
Lex Fridman
(00:11:43)
That path has been paved somewhere in your mind at childhood, so it could be easy to walk down it. You and Elon were close growing up, you’re still close. What did you learn from each other? How did you compliment each other?
Kimbal Musk
(00:11:58)
Yeah, I think we are a good compliment. I’ll talk for myself first. My strength is definitely on the social side. I love the gathering place and I love putting people together in person and I love to have vibrant debates and conversations. I’ve been doing that forever, including throwing fun parties and stuff where I bring people together and I really want people to have fun, but be vulnerable in not just silly partying, just actually let’s all connect. The definition for me of a good party is people laugh and cry. I want to have people have an emotional connection. I go to Burning Man every year, and that is, there’s no question you will cry at some point during Burning Man.
Lex Fridman
(00:11:58)
No small talk.
Kimbal Musk
(00:12:45)
No small talk. Yeah, exactly. No small talk. You’re totally right on most parties, not parties, but most events you go to are like clubs, these sort of nightclubs. I never go to those. And my joke is why would I want to go to a place where I pay to shout small talk in the dark?
Lex Fridman
(00:13:07)
That’s a good line. That’s what it feels like. The only reason I enjoy those places is the full absurdity of exactly that.
Kimbal Musk
(00:13:14)
Right. It’s totally absurd.
Lex Fridman
(00:13:16)
What are we doing? What is this? What is this life?
Kimbal Musk
(00:13:20)
My compliment for my brother was just bringing joy and social connection and he’s an engineering genius. I’ve worked with him forever and we do compliment each other.

Cooking

Lex Fridman
(00:13:33)
You just came out with a cookbook, by the way. Thank you for giving me my first cookbook. I feel legit.
Kimbal Musk
(00:13:37)
I love that. Your first cookbook.
Lex Fridman
(00:13:41)
I’m going to keep it on the counter and it’s going to give me legitimacy when anyone comes over. Hey, listen, I’m basically a chef now.
Kimbal Musk
(00:13:49)
That’s right. Exactly.
Lex Fridman
(00:13:51)
When did you first fall in love with cooking?
Kimbal Musk
(00:13:54)
I started cooking when I was 11 years old. My mom, she’s wonderful, but she is self-admittedly a bad cook. But at the time it was, and I think anyone with kids goes through this, your kids just want something like spaghetti bolognese or a burger or something. And my mom would do brown bread, plain yogurt, and boiled squash. The absolute most disgusting things that a child could imagine eating. And so I said, “Can I cook?” And she said, “Yeah, if you want to cook, no problem.”

(00:14:32)
So, I went to the grocery store and back in those days, a butcher is separate to the grocery store, and I went to the butcher and I said, “What can I cook?” And he pulled out a chicken and he said, “This is the easiest recipe for you. Just put it on a pan in an oven, a hot oven.” Because back then the ovens weren’t necessarily like 400 degrees or 450 or whatever. “And put it in a hot oven for one hour and enjoy.” That was it. And so I went home and actually I also bought some french fries, I’ll tell you that as well. I’m a kid, of course, I went french fries. So, the roast chicken with french fries and the chicken came out and it was just fantastic.
Lex Fridman
(00:15:16)
It was?
Kimbal Musk
(00:15:16)
Absolutely fantastic.
Lex Fridman
(00:15:18)
That’s incredible, by the way.
Kimbal Musk
(00:15:19)
Yeah.
Lex Fridman
(00:15:20)
You didn’t screw it up the first time.
Kimbal Musk
(00:15:21)
First of all, I think that also kicks off the magic. If you screw it up and you’re like, “Oh, maybe this is not for me.” So for me, it really did kick it off.
Lex Fridman
(00:15:30)
You started out on a high note.
Kimbal Musk
(00:15:32)
Right, exactly. But I tell the french fry part, which was a disaster. I cooked the french fries, but I didn’t heat the oil first, so I just put the potatoes in the oil and I waited for to heat up. And I just was throwing up later that night, your body can’t ingest that much because it sucks the oils in. And so that was a disaster. But at the time it tasted good. The real magic, which I also found was wonderful, was when I cooked, my brother, my sister, my mom, all very, very busy, very intense people, would sit down and we would have a meal together.

(00:16:10)
And I was like, “Wow, this is a very powerful thing that I’ve now got.” Where in no other way could I have that connection with my family. I mean, obviously we stay connected, we’re very close, et cetera, but in no other way can we sit down and just talk about things or talk about whatever’s on our mind or just to not even talk, just to be at the table together. And I’ve done that now through my whole life. My kids still for my family, and we will do gratitudes at the beginning of our meal. And it’s just, I think what kept me cooking, what made my love of cooking so great was actually the fact that we would sit down-
Lex Fridman
(00:16:53)
Together.
Kimbal Musk
(00:16:54)
… and be present with each other. And I’m also just horrible with that too, so I also get to be present.
Lex Fridman
(00:17:00)
What is that about food that brings people together and not just together, but really together where you’re paying attention? What is that? Why is it food? What else does that? Sometimes maybe alcohol can do that, which is a kind of food, I guess [inaudible 00:17:18]-
Kimbal Musk
(00:17:18)
Yeah, but I think alcohol is different because you’re usually standing when you’re doing alcohol. You’re socializing, but you’re just going to stay more in the small talk zone. Whereas if you sit down, and I see this in my restaurant, in the kitchen in Boulder where we have every viewpoint or we go to Denver, every viewpoint. In restaurant in Chicago, every viewpoint. And the physical presence of someone being right there is people, they’re just different, absolutely different to what they are online. I think we all know the difference between you send an email to someone and they misunderstand the email and “Oh, if I just had talked to the person, it would’ve been fine.”

(00:18:02)
Well, this is now happening at scale with all of these, what do you, call trolling or whatever. And I’ve sat at the bar and I’ve had a hardcore Trump supporter, and I’m just curious, just like, “Tell me what, I’m not a Trump supporter, but tell me more.” And actually it draws the conversation out because you’re there for an hour or longer, so there’s no rush to get the answer. And I think that’s a big difference. I’ve had one time where just a couple months ago I had someone, I was sitting at the community table, we have a community table in the restaurant, and I didn’t know him too well, but he asked me, did I know that 9-11 was a conspiracy and it didn’t really happen?
Lex Fridman
(00:18:54)
It didn’t happen? Yeah.;
Kimbal Musk
(00:18:56)
And I was like, “Huh.” So, I was at 9-11, [inaudible 00:19:02] I was there physically there. So, it’s like, nope.
Lex Fridman
(00:19:04)
Allegedly.
Kimbal Musk
(00:19:05)
There’s no doubt in my mind. But I didn’t want to interrupt what he had to say. I let him talk for five minutes, six minutes, seven minutes. Again, you’re there for a while, so you’re not in a rush to jump in and argue. And then I shared that I was there, and I think because I had been willing to listen to him, he was willing to listen to me. And I don’t know if he changed his mind. Certainly doesn’t change my mind, but it was actually a pretty cool conversation to get into each other’s mind.
Lex Fridman
(00:19:43)
Well, I think you connect on a different level. Not on the level of the conspiracy, but on the level of basic humanity.
Kimbal Musk
(00:19:51)
Yes.
Lex Fridman
(00:19:52)
That’s what you really connect on. And then it almost becomes interesting and fun that you can exchange ideas, even crazy ideas, out there ideas, and kind of play with them. We humans are good at that.
Kimbal Musk
(00:20:04)
Yeah, exactly. I like the term play with them because what you’re not trying to do is shut the conversation down. You’re also not trying to-
Lex Fridman
(00:20:14)
Talk down on me.
Kimbal Musk
(00:20:15)
Yeah, yeah, exactly. This guys is, let me just be nice while I totally disagree with this person. You can do that for a few minutes. You can’t do that for two hours.
Lex Fridman
(00:20:25)
And there’s something about food that completely, I don’t know, it must be evolutionary that it makes us vulnerable in a way that even just standing there for a prolonged period of time doesn’t. There’s something about, you know when the animals gather to the water or whatever, this kind of experience where you’re just like, “All right, let’s just acknowledge together that we need sustenance.”

(00:20:55)
And somehow that kind of grounds us to, we’re just a bunch of descendants of apes here, just kind of grateful to be alive, frankly, and grateful to be consuming this thing which keeps us alive. And in that context, you can talk about all kinds of stuff. You can discuss flat earth and enjoy it.
Kimbal Musk
(00:21:18)
Absolutely. Absolutely. In fact, one of my favorite things to do is you do a Jeffersonian style dinner, let’s say five or six people. Sometimes people will break off into individual conversations. That’s actually when things break down. So that’s when you go back to small talk like, “Oh, I’m stuck next to this guy. I’m just going to do a little small talk.” What you need to do to really create a great conversation is one conversation at the table. And that’s where there’ll be some simple questions that I’ll say. I’ll say, “What’s your middle name?” And you’ll be amazed at the stories you get from that, but it’s about creating vulnerability.

(00:21:56)
So, they’re like, “Oh, no one’s ever asked me that before,” so then they become vulnerable. And then it’s something as simple as, “What’s the most fun thing you’ve done recently and what is the most fun thing you’re looking forward to?” I have gotten into, with those prompts, I’ve gotten into hours long discussions on God. I’ve gotten into hours long discussions on love. I’ve got into hours long discussions on anger. It’s actually amazing when people are just asked a question, ” What’s the most fun thing you’ve done lately?” Well, why would anger come up? Well, actually, they’re in a vulnerable place, so it’ll just kind of come out of them.
Lex Fridman
(00:22:37)
So, you get to see this, you get to see this at the kitchen in you said Boulder, Denver, Chicago?
Kimbal Musk
(00:22:42)
And we’re going to open in Austin.
Lex Fridman
(00:22:43)
In Austin. That’s what I saw. When?
Kimbal Musk
(00:22:45)
In October is the goal.
Lex Fridman
(00:22:47)
In October is the goal. Well, I mean, speaking of characters and human beings, Austin is fascinating. I forget how long ago, a couple months ago, I was just sitting at a bar and the two people were talking and they were talking about Marxism, and it turns out that they’re a narco communists, which is the thing. And I got into this conversation.
Kimbal Musk
(00:23:09)
Communist likes drugs?
Lex Fridman
(00:23:12)
That’s a good question.
Kimbal Musk
(00:23:15)
I think I know some of those.
Lex Fridman
(00:23:18)
Anyway, they were beautiful people. I think they’re local from Austin. I don’t know the depth of their personal experience of the different kinds of communists-like systems, but it was fascinating to listen to and then get to know them and the humanity, the weirdness, like the characters. I love it. One of the reasons I really love Austin, I decided to be here, is just the cliche thing of keep Austin weird. I mean, there’s a lot of weird characters.
Kimbal Musk
(00:23:46)
I love it. I think that I’ve talked to a lot Austinites who’ve been here forever, and I’m like, “Man, you got to hold us accountable. We got to keep this place weird.”
Lex Fridman
(00:23:55)
A hundred percent. Which makes the restaurant seem great because you have all these characters come in. It’s great, so I look forward to that. But you were saying you get to see humans in real life interact. That’s one of the beautiful things over food. In the book you write, Picasso once said, “The meaning of life is to find your gift. The purpose of life is to give it away.” Then you wrote that you believe food is the gift we give ourselves three times a day. Can you explain that? The gift nature of it.
Kimbal Musk
(00:24:26)
Yeah. I think it’s one of my most powerful life lessons is we have to eat. So, it’s not like you have a choice, you have to eat. And so what I choose to do is I choose to make it a gift to myself for each meal. And most of the time, the best gift is with friends, with family. We’ll have to cook some scrambled eggs in the morning with my daughter, or we’ll have dinner with our family. To me, it’s a gift we give ourselves three times a day at least, but for the most part, three times a day, let’s make it a good one.
Lex Fridman
(00:25:00)
What makes it a good one to you? What aspect of what makes it a good one?
Kimbal Musk
(00:25:03)
Well, first definitely eating with people, so that makes it a good one. Eating in a restaurant, it doesn’t have to be my restaurant, where you have the energy of people around you, energy of the town, people you don’t know creates a little bit of a vibe. You mentioned the watering hole analogy that animals sipping at the water, but there’s an energy to that because they’re also looking around going, “Am I just about to be eaten?”

(00:25:35)
So, they’re all in it together, we need to have water. But there’s still a little bit of tension as well in the background. And I think that’s what restaurants do is a very, very subtle version of that. You’re in a room with strangers and you’re a little cluster. Okay, fine, you guys are connected in it, but you’re in a room with strangers, and it’s just something that adds that energy to the meal.
Lex Fridman
(00:25:57)
Yeah. You’re a little bit wondering what does everyone else think about our little cluster?
Kimbal Musk
(00:26:02)
Right. Are we too loud or just people are random, so something random could happen.
Lex Fridman
(00:26:08)
And also depending on your personality, if you’re an extrovert, maybe you want to show off to the other clusters.
Kimbal Musk
(00:26:12)
Exactly. Yeah, absolutely. Totally right. I mean, look at the cowboy hat. I mean, actually, I’ll take my hat off when I want to have a quiet meal and I can leave my hat on when I’m-
Lex Fridman
(00:26:22)
So you’re aware of [inaudible 00:26:23] of the hat.
Kimbal Musk
(00:26:23)
I’m aware of the effect it has. Yeah, absolutely.
Lex Fridman
(00:26:26)
Everyone turns [inaudible 00:26:27].
Kimbal Musk
(00:26:27)
That’s right.
Lex Fridman
(00:26:28)
And then it’s back to the watering hole because when you wear a cowboy hat, you just might actually not-
Kimbal Musk
(00:26:33)
Yeah. I’m like, they’re going to get me first.
Lex Fridman
(00:26:37)
At noon. I love it.
Kimbal Musk
(00:26:39)
I got to tell the story. So, talk to the craziness of being in the restaurant world where you’re sitting at a table and anything can happen in the restaurant. So, this one time, it was like 15 years ago, this guy comes up to us and says, he’d like to propose to his wife, his girlfriend. And so we said, “Okay, cool. We’ve done this before. We’ll make sure it’s-
Kimbal Musk
(00:27:00)
And so we said, okay, cool. We’ve done this before. We’ll make sure it’s all set up, 6:00 PM reservation. So she shows up and we give her a glass of champagne and we obviously didn’t want to spoil the surprise so we just doing everything we can. But then he doesn’t arrive and they’re like, oh man. Now we’re like, don’t leave. Can we get you another glass of champagne? We’re doing everything we can because the guy was obviously earnest earlier, but just as he stuck in traffic or whatever and coming through the back door of the restaurant, which is you’re not allowed to come through the back door of the restaurant, a marching band from the school, the university comes through the restaurant full on brass band and the whole thing and he gets down and he proposes and it’s beautiful, sure, but it’s also like, man, this is chaos. This is insane. And we would never have said yes to this if he’d actually told us what he was going to do.
Lex Fridman
(00:27:56)
Well sometimes in life you have to do it and apologize.
Kimbal Musk
(00:27:59)
You do it and apologize. But that talks to that kind of what’s the crazy thing that could happen in a… It’s subtle, but it’s still there.
Lex Fridman
(00:28:07)
So in 2004 you opened The Kitchen. It’s an American bistro restaurant. What was it like? What’s it like running a restaurant? The good, the bad and the ugly. What’s the easy, what’s the fun and what’s the hard?
Kimbal Musk
(00:28:19)
I think the thing that I absolutely love about running the restaurant, not eating at it but running the restaurant is the tangible reaction from people. And you also kind of know when you screwed it up and you also know when you got it right. It’s kind of a weird way to say this, but even if the customer’s unhappy, you know whether you got it right or wrong. It’s not just about the food you’re making, but it’s about the person’s psychological state. And you’ll do something that you’d know that was not done well. And their psychological state, they’re just in a very happy place and they love it. And you’re like, huh, interesting. That’s not how I would’ve reacted to that dish. And then the other way around you’re like I got that right and that person’s just really unhappy today.
Lex Fridman
(00:29:14)
Yeah. And it’s so hard to read humans because you have to… If you got it right, that can look a million different ways depending on the emotional rollercoaster that humans living through. I’ve been at some very low points and I’ve gone to a restaurant alone and just sitting there and be truly happy with just the zen aspect of it. And it was just a great steak or something like this and maybe two other people around me would look like I’m very unhappy just because I’m within myself.
Kimbal Musk
(00:29:52)
Sure, struggling with your today.
Lex Fridman
(00:29:53)
Yeah. Within myself. But I’m truly happy within that struggle. So yeah, it’s interesting. But you can kind of tell.
Kimbal Musk
(00:29:59)
Yeah, you can tell. And you mentioned being at the bar the most gifted bartenders really understand that. What’s also great about a restaurant it goes beyond the one-time experience that you walk in and you have that experience, is the good bartenders they remember you. Oh, you were in a few months ago and this is kind of your thing. You might need a little time. And other people will come in, they want a conversation or other people come in and they’re going through a divorce and they just want to be sad for a moment. Have a scotch. And it’s like, it’s amazing what you learn in the restaurant world to just be connected to humanity.
Lex Fridman
(00:30:42)
Yeah. What is that about bars? That’s a different experience. You said the table, the communal.
Kimbal Musk
(00:30:48)
The table is when you connect with people, learn about each other. Bars, you can sometimes do that, you can talk left and right, but you have the freedom to always break free. You can say, okay great, I’m going to go back to my meal. It’s a friend you can turn on and off at any time because the bartender knows that. They’re trained. If you want attention, I’m going to give it to you. If you don’t, I’m going to stay away. If you want to be chatty, I’m going to be chatty. If you want to be completely in your head, I’ll leave you in your head.
Lex Fridman
(00:31:18)
But there’s also strangers next to you that you… There’s a feeling with a bar that you’re kind of alone together.
Kimbal Musk
(00:31:26)
Yeah. And you can reach out, you can add some conversation or you can choose not to.
Lex Fridman
(00:31:30)
And you can exit quickly.
Kimbal Musk
(00:31:31)
You can exit. Exactly. It’s a really good exit. So bars are wonderful and I love going to a bar by myself after work. I might have a scotch, might even not even have alcohol, just have something and maybe I’ll have a snack or something before dinner because I’m going to go home and have dinner with the family and that 20 minutes is just an amazing state change from daytime to nighttime. Whereas if I went straight home, I’m still in my head and I’m just trying to get grounded and I’m not as pleasant of a person. So that’s another powerful use of a bar. It’s just like a transition time.
Lex Fridman
(00:32:13)
Well, it would be remiss not to mention the other use of the bar, which is like when you’re going through some shit in life and you just go. I mean that’s the cliche thing, I’ve been somewhere-
Kimbal Musk
(00:32:26)
Drowning your sorrows.
Lex Fridman
(00:32:27)
Exactly.
Kimbal Musk
(00:32:28)
The real thing.
Lex Fridman
(00:32:30)
Exactly. But the bar makes the melancholy somehow rich and beautiful and you feel heard in the silence.
Kimbal Musk
(00:32:40)
Yes. You feel heard. Like I said earlier, people going through a divorce, they don’t know where else to go. These are mostly men. Sometimes women will do it, but mostly men will do this and women have other ways of processing it. But they want a place to be sad and want a place where they could feel comfortable talking about it if… They’re certainly not going to go into too much detail, but they just want to say something and the bartender is there for them.
Lex Fridman
(00:33:10)
Yeah, you don’t know where to go.
Kimbal Musk
(00:33:12)
You don’t know where to go. Exactly.
Lex Fridman
(00:33:14)
And the bar… Yeah, you’re right. For men especially is a place to just go and just, I don’t know. What is that? What is that?
Kimbal Musk
(00:33:23)
I’ll be honest, I still do it myself where if I’m at home and I don’t have a work thing that I got to deal with and I don’t have kids and I don’t have my wife or my family around, I don’t often cook for myself. I actually love going to a bar by myself. I have a glass of red wine and I usually don’t have a starter, appetizer. I just have a main meal and I just take in the energy of the space. It was my restaurant, someone else’s restaurant, I just take in the energy and it’s so much better than being home and turn the TV on. No, no, no. I want to be out in the restaurant. I want to feel the energy of the town. The other thing that restaurants teach me is they’re the front lines of the economy or what’s a better word for it? Front lines of the energy of how things are going.
Lex Fridman
(00:34:24)
Of a people’s in general. It doesn’t necessarily mean this part of town, but it could be the entire society.
Kimbal Musk
(00:34:30)
Yeah, exactly. So you can go into a restaurant and I’ll use a simple example and why is the restaurant empty? Ah, there’s a football game going on and there’s such a large number of people want to watch that game that the restaurant is quiet. Or it might be like another world series or something and you’re like, wow, that’s so interesting. You can actually watch in America, of course, American humanity, you can watch them move in their patterns just by being in the restaurant.
Lex Fridman
(00:34:59)
Yeah. Yeah. Yeah.
Kimbal Musk
(00:35:00)
And then another time you might be in a restaurant and he’s just jamming. It’s a Monday night and you’re like, what is the energy that created this on a Monday night and maybe even on a cold February, Monday night, what is it? And sometimes you can’t find out but you can feel it. And it’s my front lines of humanity that I also just really love about the restaurants.
Lex Fridman
(00:35:24)
Yeah, it could be empty, it could be full. Empty bars, there’s a magic to those too.
Kimbal Musk
(00:35:29)
Yeah.
Lex Fridman
(00:35:30)
You could still feel that energy. I don’t know.
Kimbal Musk
(00:35:32)
I actually prefer empty bars than full ones.
Lex Fridman
(00:35:34)
It’s just you and the bartender. I mean some of my greatest experiences is just the quiet bar, just me and the bartender and they’re doing their thing and they’ve seen so many… I’ve almost like through osmosis somehow feel the stories that that bartender has seen, has felt, has heard and all that kind of stuff. It’s not to be sort of spiritual about it, but it seems like it’s in the walls or something. Like there’s the history is felt.
Kimbal Musk
(00:36:01)
And then some of these bars are actually very old and it’s wonderful. There are many in Europe like this, but there’s a couple in New York City, a few hundred years old and they’re still operating nonstop for that long and man, you feel it.
Lex Fridman
(00:36:14)
Yeah. Let me ask you some questions about ingredients. What’s your favorite ingredient to cook with?

Ingredients

Kimbal Musk
(00:36:20)
For me, cooking is an art. So it’d be like asking me what’s my favorite paint color to use. It’s not that it isn’t like there isn’t one, it’s more like when there is one, it really is one. There’s peaches on the cover of this cookbook. Those peaches, those were in August, Colorado peaches. It just doesn’t get any better than that.
Lex Fridman
(00:36:44)
On that day, at that moment, that was the best.
Kimbal Musk
(00:36:47)
That was the best, but that only lasts for a week and then they don’t taste so great.
Lex Fridman
(00:36:50)
Yeah.
Kimbal Musk
(00:36:53)
But damn are they so good in that moment and you just can’t stop wanting to use that ingredient.
Lex Fridman
(00:37:00)
They look really good.
Kimbal Musk
(00:37:01)
They are so good.
Lex Fridman
(00:37:02)
What’s your favorite fruit? I love veggies and fruit. What’s your favorite fruit?
Kimbal Musk
(00:37:07)
I love a smoothie bowl, so I do sort of berries, raspberries, but I use fruit more in the form of a smoothie bowl than I eat fruit that often. I like an apple or a banana, but for the most part, I prefer the blended.
Lex Fridman
(00:37:22)
Not me. I love the way you casually said I like an apple.
Kimbal Musk
(00:37:27)
A good apple is pretty great.
Lex Fridman
(00:37:28)
For me it’s a problem, I think. Probably cherries number one. Probably, what are they called? Granny Smith apples number two.
Kimbal Musk
(00:37:37)
Oh, yeah, those are great. But try it when sometime come to Colorado in August and when you try those peaches, it is like it heaven has arrived in your mouth. It is so ridiculously good.
Lex Fridman
(00:37:52)
But just for a week in August.
Kimbal Musk
(00:37:53)
Just for a week. You can’t have it all year long.
Lex Fridman
(00:37:55)
Okay. What about veggies? You wrote that Chef Hugo that you worked with the co-founder of The Kitchen with taught you the power of a good vegetable.
Kimbal Musk
(00:38:05)
Yeah.
Lex Fridman
(00:38:05)
What’s the power of good vegetable?
Kimbal Musk
(00:38:07)
So I’ve trained in New York as a French chef, but it wasn’t very much ingredients focused. It wasn’t very much sourcing focused. He came from the River Cafe in London, which was one of the OGs for the farm to table and still going strong today. And he taught me the value of getting to know farmers and getting to know vegetables from that farm versus vegetables from that farm. And they’re actually different. The soil’s a little different. The way they grow it a little different. It’s the opposite of the industrial machine where everything needs to look exactly the same. And sometimes you’ll get carrots that are ugly and deformed, but there’s much sweeter than the carrots you’d get for other purposes.

(00:38:50)
So you’d make a carrot puree out of that and then you’d carrots that are more typical in shape and size, you might roast them for dinner. So it’s the appreciation for vegetables in general. I probably would say carrots is my favorite just because that was an example of one where I’ve really had to learn how to use the different types of carrots that come from all of our farms. And it’s fun. It’s a fun ingredient. If you just went to the whole foods or just went to a grocery store and you just got exactly the same carrot every time, less fun. But go to a farmer’s market and see what you get and you’ll see they’re quite different.
Lex Fridman
(00:39:28)
Yeah, carrot for me is probably number one. I have rigorous detailed rankings for fruit and veggies.
Kimbal Musk
(00:39:35)
That’s amazing.
Lex Fridman
(00:39:35)
But we’ll get into it. No, I’m just kidding. Well, I am the kind of person that would have a spreadsheet for that.
Kimbal Musk
(00:39:40)
That’s great.
Lex Fridman
(00:39:42)
But I’m mostly just making fun of myself. But I do love carrots. I wish they weren’t so full of carbs, but…
Kimbal Musk
(00:39:52)
Yeah, I’m just not anti carbs. I think the-
Lex Fridman
(00:39:55)
Anti carb. Yeah. Yeah. Yeah. Yeah.
Kimbal Musk
(00:39:56)
Yeah. I think they play a role. I have a great friend who’s an amazing doctor and he did some tests for me and everything and turns out I have a gluten allergy and I was like, okay. So what that means is I shouldn’t eat gluten. It’s like, yeah. It’s like, okay, but I also have hay fever and that means I should not go out into nature. So I was like, nah, I think I’m going to go out into nature and maybe what I’ll do on bread and pasta is, like the true carbs I’ll just have it when it’s really good because when it’s really good, it’s really good and you don’t want to miss that. Most of the time, okay, find some crummy bread, whatever. I can skip that part, but I find all of these diets that are like, no, none of this will work. Super this, super that. I wonder if they’re just like people are just looking for something to hang on to. But these diets have been around forever and if they work, then we would know that.
Lex Fridman
(00:40:58)
Yeah, I think one of the biggest problems with diets is it adds stress when you do have that perfect bowl of pasta. If you have categorized yourself as a low-carb eating person, you might be very stressed about enjoying this thing when you should just let go.
Kimbal Musk
(00:41:16)
Let go. This is your cheat day or whatever. And I’ve heard that, and actually I have friends who do that their cheat day, and I say to them, I’m only going to hang out with you on your cheat day because that’s when you’re actually fun.
Lex Fridman
(00:41:28)
Yeah. I would say for me there’s things that make me feel really good, but they’re not rules. They’re not… They’re like go-to favorites in terms of diet and so on. For example, I’ve mostly been eating once a day for the longest time, but that’s not a rule. It’s completely flexible and I’ve mostly been eating very low-carb.
Kimbal Musk
(00:41:54)
Yeah, but you must be eating a lot of food in that one meal.
Lex Fridman
(00:41:56)
Yeah, because it’s usually a very sort of meat heavy. It’s not, portions are not that big.
Kimbal Musk
(00:42:03)
Sure, but your body needs food.
Lex Fridman
(00:42:04)
Yeah, body needs food. So you’re talking about like 2000 calories. What you find out is that dinner is the most social time of the day.
Kimbal Musk
(00:42:13)
Yeah. I have kids in the mornings, so if you have kids, it’s for sure a morning experience, but if you don’t, then you’re right.
Lex Fridman
(00:42:18)
Yeah. But like you said, I deviate. I’m more afraid of missing the perfect dessert, the perfect breakfast, the perfect bowl of pasta, pizza, all that kind of stuff. I don’t think of it as a cheat day. I think it’s a-
Kimbal Musk
(00:42:36)
Well, of you only doing one meal a day, you can eat whatever you like.
Lex Fridman
(00:42:39)
But I want to make clear that it’s not one meal a day always, and I’m like this very strict thing. You always have to be open to the experience, to the new experience.
Kimbal Musk
(00:42:50)
I love that. Yeah.
Lex Fridman
(00:42:51)
Otherwise you do miss out, just like you said, hay fever. I think if you want to be really safe, you should never leave your home.
Kimbal Musk
(00:42:59)
Yes. Right we learned during COVID, if you wrap yourself in cotton wool in your basement-
Lex Fridman
(00:43:03)
Yes.
Kimbal Musk
(00:43:04)
… you’re not going to die from COVID. You might die from a lot of other things, of pure misery.
Lex Fridman
(00:43:10)
Yeah. Well, you might live forever.
Kimbal Musk
(00:43:13)
We don’t know.
Lex Fridman
(00:43:15)
But it certainly doesn’t maximize the joy of whatever makes life worth living, it doesn’t maximize that.
Kimbal Musk
(00:43:22)
Yeah. Exactly.

Anthony Bourdain

Lex Fridman
(00:43:23)
You wrote in the book that Anthony Bourdain was one of your heroes. Can you speak to what inspired you about him?
Kimbal Musk
(00:43:33)
Yeah, he wrote a book called Kitchen Confidential in the nineties. I was in cooking school at the time. It was so… He romanticized the cooking in the restaurant so well. His writing is great. He kind of got me into like, oh, that’s cool, I want to do that. It was cool. So I got into cooking school, got more engaged in it, and I had this FOMO feeling of I wanted to experience what it’s like to be in the back. When you’re in cooking school, you are in the back. It had a restaurant, we would serve people, but it’s not the same thing as actually being in a… A real restaurant it’s like you’re in a submarine with your teammates and you got to win tonight. It’s a real energy. And so that was a big inspiration. I followed him over the… It’s so sad that he chose to end his life, but I also had met with him a few times. Not like one-on-one over dinner or anything, but just met with him and I just felt his love for food and truly just love for food.
Lex Fridman
(00:44:41)
He gave the advice of don’t be afraid, get excited, and cook with love.
Kimbal Musk
(00:44:45)
Yeah. I’ve used that phrase, especially the cook loved one. One of the things about which we talked about this earlier, where you get quick tangible feedback from a customer when you’re in the restaurant. I know when I didn’t put love into that dish. I know when one of my line cooks did not put love into that part of the dish. I know when that expert person did not put love into double checking the dish before putting it on the table. You just know and cook with love is you do it for your family. Oh, actually, especially when you do it for your family. The food doesn’t have to be perfect, but you’re cooking with love.
Lex Fridman
(00:45:27)
That’s why you lost scrambled eggs.
Kimbal Musk
(00:45:29)
I do that, it’s-
Lex Fridman
(00:45:30)
That’s in the book, Kimbal’s scrambled eggs.
Kimbal Musk
(00:45:32)
Yes.
Lex Fridman
(00:45:33)
You promised to make me scrambled eggs, I’m going to hold you to it.
Kimbal Musk
(00:45:35)
That’s great.

Cooking school

Lex Fridman
(00:45:38)
A cooking school you mentioned, The French Culinary Institute. I heard it was a bit of a rough experience in parts.
Kimbal Musk
(00:45:46)
I will call it… It’s not a rough experience in that-
Lex Fridman
(00:45:50)
In a beautiful way.
Kimbal Musk
(00:45:51)
Yeah, it’s exactly. It’s not like I’m a victim of it. It’s rough in that they intentionally make it rough. So the school costs the same price as Harvard to go to. You show up, it’s an 18 month program. You are allowed to drop out at any time. You don’t get your money back. 25 people started, six people graduated, and the people who graduated, I graduated, but man, there were times where I’m like, I can’t handle this. I would literally say to my friends, “Oh, I got to go to cooking school. I’m going to go get screamed at for the next six or seven hours.” And I had this little French chef who was my nemesis.
Lex Fridman
(00:46:35)
Does he still live in your head somewhere?
Kimbal Musk
(00:46:40)
He still lives in my head. Exactly. He totally does. He’s like five foot two or something. And I remember him screaming so much at me that… He’s like the short guy. I’m six five. The spittle would land on my face.
Lex Fridman
(00:46:52)
Nice.
Kimbal Musk
(00:46:53)
And I would just have to stand there and take it. It was a very humbling experience. I did learn though that it’s intentionally rough. So it took a little bit of the edge off it. One day when that same chef had come over to me and said, move over a little bit, and I moved over and he took my carrots, whatever, and started just chopping everything, perfectly. And then he said, okay, you can come back. And then he went over to someone else and started screaming at them saying that, look, even Kimbal can do this and you can’t do this. And I was like, this whole thing’s like a psycho game. So it did take the edge off when I realized it was… The guy was intentionally trying to break you down. And they do this apparently in the army. I’ve not been to the army, but they need to break you down. Everything you know is worthless so that then we can teach you and you can come out of it with what actually we want you to know.
Lex Fridman
(00:47:57)
Are there specific technical lessons you remember you learned from that, sort of how to cut carrots or how to approach food, how to prepare food, how to think about food, how to carry yourself in the kitchen?
Kimbal Musk
(00:48:15)
All of those things. I think that one of the most beautiful lessons was actually scrambled eggs. So there’s different layers of chefs. So they’re all master chefs. They’re all very well-known people and everything, but Alain Sailhac was one of the chief main main guys, and he just passed away, master chef, and everything kind of stopped when he would show up in the kitchen and he would teach very few things. And all of the other chefs, the same ones that were screaming at us, just like, it was like the Red Sea parting.

(00:48:48)
They have total respect for this human and he can do whatever he wants. And one of the things he wanted to teach was how do you make an omelet, a French omelet, and it’s really fundamentally the same thing. It’s a soft scrambled eggs that you fold and the love that he put into the time with us. And of course he’s a legend. There were moments like that where I’m like, wow, okay. Also, just like the other chefs, he didn’t have any concern berating anyone. So he berated our master chefs saying, “I don’t trust these people to teach you how to make scrambled eggs, so I’m going to do it instead.”
Lex Fridman
(00:49:31)
Can you speak to that? Because a lot of people here in this would be like scrambled eggs. Why do you need to be a master chef to really make scrambled eggs?
Kimbal Musk
(00:49:39)
Yeah. Well, first of all, for me, and it’s a learning journey forever. So I make scrambled eggs. I must have made it 10,000 times or more, whatever.
Lex Fridman
(00:49:52)
So it’s like Jared dreams of sushi, Kimbal dreams of scrambled eggs.
Kimbal Musk
(00:49:55)
Pretty much.
Lex Fridman
(00:49:56)
Okay.
Kimbal Musk
(00:49:57)
So I will wake up and be held accountable by my kids to make scrambled eggs. So this happens every morning and I know all the steps, muscle memory level kind of steps, how well I know it, and then I’ll cook it. And it’s very meditative for me because you have to focus. So most scrambled eggs, soft scrambled egg recipes are 10, 15 minutes to get them to that perfect softness. And the recipe that I got from Chef Alain was something that you do in 90 seconds, but it requires total focus. If you look up for a second, you’re going to miss the perfect moment where you have to stop and get those eggs out of the pan because the eggs will keep cooking. And so it’s this meditation. And sometimes you hit it perfectly, but most times could have been a little softer, could have been a little firmer, could have been a little bit more salt, could have been a little bit of pepper. And so what’s really fun about the morning is my kids are kind of into it so we critique the eggs every morning.
Lex Fridman
(00:51:19)
Do they have a rating system? We’re back to the spreadsheet.
Kimbal Musk
(00:51:21)
It’s more like, and again, it also comes back to how do people feel. So my kids can be in a bad mood and they can be grumpy.
Lex Fridman
(00:51:27)
Or it’s like a Michelin star system. What?
Kimbal Musk
(00:51:28)
No, no. It’s more like, oh yeah, I like my eggs a little more gooier or yesterday it was this way, but a little bit more salt, a little less salt. Salt is usually the one that is… Because not all salts are equal. So if you are used to working with a certain kind of salt and then you just are forced for some reason to… You ran out of salt so you use some other salt, you actually don’t know how to use it. You really want to have the same salt all the time.
Lex Fridman
(00:51:58)
Yeah. You have a page on salt in the book, which is fascinating.
Kimbal Musk
(00:52:01)
Totally. Salt is you got to get to know your salt, you got to love your salt, and you got to use it over and over and over again. And it will teach you how to use that salt, whereby your own palate will tell you how salty you like things. But if you change it up and you mix up a whole bunch of salts, you’ve now multiplied your learning path. So for me, my favorite salt is kosher salt. And I like to use that all the time. And if I ever change it, I might sprinkle a little bit of Maldon salt, just a crunchy sort of a flaky salt. But it’s more for that when you’re actually eating.
Lex Fridman
(00:52:36)
For the texture.
Kimbal Musk
(00:52:37)
Yeah, it gives you texture as well as salt. Exactly. You wouldn’t use it on scrambled eggs, but if you switch out your salts, it’s a different weapon.
Lex Fridman
(00:52:46)
Yeah. Yeah.
Kimbal Musk
(00:52:47)
You need to learn it.
Lex Fridman
(00:52:50)
I like how usually there’s wine connoisseurs. You’re saying going back to farm to table when you’re talking about carrots, in that same rigor and nuance you have to consider the different farms involved for the carrots, in that same way you have to consider the different salts with like-
Kimbal Musk
(00:53:12)
And also not even all kosher salts are the same. It’s the particular salt that you like, get to know it, get in a relationship with it. It’s like great. You’ll learn so much.
Lex Fridman
(00:53:24)
In terms of the measurement, the proportion, the amount you put of salt you put in, are you doing that exactly, or are you doing it by feel.
Kimbal Musk
(00:53:34)
So it’s by feel, and that’s where you get the relationship. So in fact, in the cookbook, I have QR codes that people can scan because what I struggle with is they don’t teach you technique. They can describe the technique, but they don’t teach the technique because it’s a technique, it’s not a recipe. And so one of the lessons is how do you salt a steak. And the answer is not here’s a teaspoon and you do it this way. The answer is use kosher salts-
Kimbal Musk
(00:54:00)
The answer is use kosher salt so you can see with your eyes, because they’re little flakes, how much salt is on your steak, cook it and then taste it. Do you think you need more or do you need it less? Okay, now next time put a little more on it because you can see it. And it’s about learning the fact that you want to be able to see how much salt is on the steak so that you can then train yourself for the future of how much salt you want on your steak.
Lex Fridman
(00:54:29)
Yeah. But then the steak and the salt kind of dance together. It depends on where the steak came from.
Kimbal Musk
(00:54:34)
That’s true. Or the thickness of the steak, that’ll make a difference. But for the most part, if you’re able to see it versus table salt, for example, just disappears, you just can’t see what you’re putting on your steak. You can’t really learn as a result.
Lex Fridman
(00:54:48)
I think you talk about roast chickens where your love of food began. What about steak?
Kimbal Musk
(00:54:54)
I love a good steak. It’s so great.
Lex Fridman
(00:54:56)
So in the French school, you add sauces and all this kind of stuff, and in Boulder is when you realized there’s a beauty to the basic ingredient.
Kimbal Musk
(00:55:06)
Simplicity, yeah, a good New York strip from a good rancher. There’s a lot of discussion and controversy on how cattle should be raised, and we have a very different approach, which is, we know how our cattle are raised. We go to the farm, we get to know the rancher. And sometimes you do want to have them be finished on, they’ll be grass-fed for the most part, but then there’s some sort of cool recipe of food you’re giving them that will then make them taste better. And sometimes it is actually pretty good to have 100% grass fed. I’ve had some amazing ranchers that show me that the flavor is all there. For the average person that might go to Whole Foods or a grocery store, I think the simplicity of a good steak, it is important to get good sourcing, but also it’s just good.
Lex Fridman
(00:56:07)
What’s your favorite kind of meat? Is it New York Strip? It’s probably New York Strip for me.
Kimbal Musk
(00:56:10)
Yeah. New York Strip. I like the fact that it’s lean, but if you want the fat, you can dive into that little strip of fat or you can leave it alone because you don’t want it that night. It’s also a great steak for adding something, if you want. You could either do a pepper sauce or you could do a lot of ground pepper, which it’s not sauce, but it’s a peppery steak. It’s a really good steak for a canvas for other things.
Lex Fridman
(00:56:41)
But the basic ingredients you’re playing with are salt and pepper?
Kimbal Musk
(00:56:45)
Yeah, pretty much. Actually, I will say there’s another one, garlic. This is my favorite recipe for a steak. You season it, both sides salt and pepper. You saute it in a little olive oil, barely anything, and you’re getting a nice crisp, a golden dark, golden brown on both sides. The other trick with cooking a steak is don’t touch it. You just put one side when you’re ready to turn it, turn it around. Don’t touch it any other time. But at the end, you take a dab of butter and you crush a clove of garlic. You don’t even chop it, you just crush the clove, and you put the two of them in the pan and you just roll the steak around in the garlic butter. I think that’s the one.
Lex Fridman
(00:57:36)
Bold move, bold move. Since you’re in Austin quite a bit opening a restaurant here, what do you think about barbecue? It’s the Texas way.
Kimbal Musk
(00:57:52)
Well, I would say there’s an Austin way.
Lex Fridman
(00:57:53)
There’s an Austin way.
Kimbal Musk
(00:57:55)
And actually even Austin would say, “There’s a suburb of Austin way.” I think that actually the adventure of food is wonderful. I would absolutely say that Austin is one of the great food cities of America, and barbecue is one of its gifts that it gives the city. But you go to one and the other and you’ll have a different approach, and that’s the part I love is where the real celebration of the art is in. So you might go to one, and they have a style that they love and they’ve been doing it for years, and then you’ll go to another and they have a style that they love and they’ve been doing it for years. They’re still barbecue, but they’re actually different. And it’s really beautiful to see that. I think that’s what food culture is. It just builds up over time by people who love this style of cooking.
Lex Fridman
(00:58:49)
Well, I especially love the communal, how they structure restaurants usually. I don’t even want to call it a restaurant because it doesn’t feel like a restaurant. It feels like a tavern of some sort. Terry Black’s was like that.
Kimbal Musk
(00:59:03)
Yeah. They also have paper towels. You can get as messy as you like. And it’s a whole roll of paper towels. They don’t just give you a napkin. They know what you’re getting into.
Lex Fridman
(00:59:11)
There’s just wood everywhere and it has this feel like this place has been around forever. It’s not changing. I know it’s the 21st century with the internet and all this nonsense that you people are building, but really this is all about the same. It’s been the same for generations. We’re doing it the same. That kind of feel, if you want to escape the world in that way and then truly connect with people.
Kimbal Musk
(00:59:34)
One of the other things that’ll happen in a town like Austin is there’ll be a barbecue joint that is just legendary, and then out of that will come someone who wants to go do their own barbecue joint and they’ll take the learning from that barbecue joint, they’ll open up a new one, but it won’t be the same as the other barbecue joint. Part of it says, “Dude, don’t just do the same thing. Do something. What you have to say?” But also part of it is, if you’re in the world of food as an art form and you want to go open up another barbecue joint, you want to prove yourself. “I deserve to have a barbecue joint in this town. I know this is one of the holy grails of barbecue.” And people will follow you like they’re following a musician or they’re following an artist and they are excited to see what your version is and how well you can pull it off. But that’s what I love. That’s what I mean by a city with a food culture. Austin has that.
Lex Fridman
(01:00:34)
There’s also a legend to certain places. Certain places are more than just the food they create. That could be a burden. You have to live up to the legendary nature of the name.
Kimbal Musk
(01:00:47)
Our restaurant in Boulder, The Kitchen, is 20 years old. We’re very well known, very well respected, and we do have to live up to the name. I think that our restaurant lives up to its name in not just the food. It’s like you walk in and you feel the restaurant. And that is also something we’ve just done naturally. The space is 120 year old building. It used to be a brothel. It was a bookstore, a storied history.
Lex Fridman
(01:01:19)
That’s an interesting take.
Kimbal Musk
(01:01:20)
Literally, this was a mining town. So back in the 1800s, this was built late 1800s, brothels were all over. That was a thing. And so there’s an actual tunnel in the basement that goes to the local hotel that would be used for going back and forth between the hotel and the brothel without people knowing. The tunnel is now concreted up, but you can go about 20, 30 feet into the tunnel. You go into the space and it’s actually an old space, so you feel like it’s been there forever.

Life-threatening accident

Lex Fridman
(01:01:58)
In 2010, you had a life-threatening accident that changed the way you see life, the world, also the way you see food and cooking. Can you tell me the story of it?
Kimbal Musk
(01:02:12)
Yeah. So 2010, I was 37. I had opened the restaurant in 2004, and I had loved the restaurant world, loved it, but I didn’t really want to grow a restaurant company. That wasn’t my goal. And so I went back into technology and I had gone from something that I love to something that I like. For me, it was like chewing sawdust every day. I just couldn’t believe that I had changed my life and had gone back into technology. And then now I do, do work in technology and I do love it, but I found a better relationship with it. But I was really unhappy. From the outside, I was a CEO of a hot startup, but from the inside I was just very unhappy. And I was in Jackson Hole and I was doing these very aggressive snowboard runs and I’m at the time a pretty good, aggressive snowboarder. And I remember saying to myself, “Look, I’ve got kids. I need to chill on this.”

(01:03:18)
The next day, it was Valentine’s Day. Tomorrow’s Valentine’s Day. I’m just going to have a nice day with the family and my wife at the time. And we went to a children’s run to do the inner tube run, and the tubes are small, but everyone uses the same tube. So I’m six foot five, my kids are four years old, and everyone uses the same size tube. It should have been a message to me not to get on this thing. But I went and got on it and on the first run, I went down and you’re going super fast, 35 miles an hour, and the tube hit the braking mats and it stopped. The tube just stopped where it was. It just threw me. My head was facing downhill, so that’s created the wrong center of gravity. So instead of braking, it just threw me.

(01:04:08)
I landed on my head. My head went into my chest, compression into my chest, down like that. I ruptured my spine at C6 and C7. And in the blink of a second, I was paralyzed. I was like, “What?” Just impossible to comprehend. And they put this big thing, this halo on my head, and they take me to the hospital, which was more of a medical clinic. And I’m just like, “What is going on here?”
Lex Fridman
(01:04:47)
Do you remember your thoughts from the moment it happened to when you got to the hospital?
Kimbal Musk
(01:04:53)
So this is one of the things that actually the doctor said caused the most damage was I was thrown from the tube, and I heard this big crunch sound in my body and I knew that I was hurt, but I didn’t feel any pain. That’s also, why wouldn’t you feel pain? Because when you’re paralyzed, you don’t feel pain. And I’m face down on the snow and the snow is burning my face because you can’t do that. You need something. And I found a way to turn myself around so that my face wouldn’t be on the ground, but I knew I couldn’t move. And that they said actually caused more damage. Well, obviously, the accident created the opening, but once you move your body, the blood goes into the spinal column at a faster rate. And that is what caused my paralysis. But I remember that and I remember getting into the ambulance.
Lex Fridman
(01:06:00)
Did you think you were going to die in those seconds, minutes?
Kimbal Musk
(01:06:05)
It was a different feeling than death. It was more of a, what is going on here? It was more like, I can’t make sense of what’s going on. There was a moment where I got to the hospital and they did this MRI and the doctor comes up to me and says, “Look, we’ve done this MRI.” Now I’m in the hospital and I’m like, “I can’t move.” But I also don’t feel any pain. So it’s very confusing. Your body looks like you can move it. Look, see how I’m moving my hand? It looks like you can do that and then it just doesn’t move. There’s no feedback loop that it’s not moving. Your brain even thinks it’s moving, but it’s not moving. It’s the worst, most terrifying thing.

(01:07:02)
So the doctor says, “Look, the way you broke your neck, really, at a zero degree angle, that is so rare, but as a result, there is no twisting of the spine. We think that we can get the blood out of your spinal column and you should get some or maybe all of your movement back.” And I was like, “Oh, okay. I think I’m going to be fine. I guess I’m going to be fine.” And then I realized I had tears just streaming down the side of my face and I was like, “Whoa, man. I have no idea what is going on.”
Lex Fridman
(01:07:39)
So this kind of intense state of confusion, I wonder if it’s a weird psychological defense mechanism of taking you away from the obvious possibility of death.
Kimbal Musk
(01:07:52)
For sure, all of the defenses were up. I don’t know else to describe it. But there was denial. There was this curiosity of, why is there no pain? When they did actually repair me and fix me, it was three days later, the pain was indescribable how much pain I was in, but there was no pain for three days.
Lex Fridman
(01:08:24)
The human body is fascinating,
Kimbal Musk
(01:08:26)
Man.
Lex Fridman
(01:08:27)
Wow. So they were able?
Kimbal Musk
(01:08:31)
Yeah, so they did the surgery. But I had this very clear voice in my head that I’ve determined that it’s God, I’m not religious, but I don’t know how else to describe the voice. And this voice was very clear. “You’re going to work with kids and food.” Okay, where did that come from? I’m a tech CEO. I have a restaurant. We were working with some kids in schools with helping at a local nonprofit. And he’s like, “No, you’re just going to work on kids and food.” My good friend Antonio and my brother were in the hospital and I was like, “I’m going to work on kids and food.” They were like, “He’s crazy. He’s lost his mind.” But not that they were arguing, no one was arguing with me, but I was like, “I’m just going to do that. I need to say it out loud.” And I remember resigning from my job as the CEO from the hospital, and that was it.

(01:09:34)
It was just clear. It was a clear voice. It wasn’t for a moment. It wasn’t like a flash of light or anything. It was probably two weeks of clear voice.
Lex Fridman
(01:09:43)
Of clarity.
Kimbal Musk
(01:09:44)
Clarity. Exactly, clarity. No monkey brain, nothing. No monkey brain, just clarity.
Lex Fridman
(01:09:50)
So you’re not a religious person, but you do call it the voice of God. Who is that God, do you think? Who is that? Where did that come from?
Kimbal Musk
(01:10:02)
Well, I’ve done ayahuasca and I’ve spoken to what they call Mother Aya, which is another version of God. It’s a divine presence, I think is a better way to say it. I’ve also had this debate in my head. Maybe it’s just me. I’m talking to me and it’s my peaceful, more kinder, less caught up in the emotion of the day version of me. Maybe it’s me. Okay, maybe it is, but it’s there.
Lex Fridman
(01:10:40)
But who are you? How deep does it go? What does you mean? First of all, the depth of what the human mind even is, is a gigantic mystery, consciousness, all of it. Who are you? So yeah, maybe it is you, but then maybe in order to build you, we need to build the universe. You are actually fundamentally a part of this whole human society, so the pieces of humans that you’ve interacted with are all within you. And then maybe the history of the humans that came before are also in there. And maybe the entirety of life on earth is also in there. And whatever brought life about on earth is in there somewhere. So that’s all you.
Kimbal Musk
(01:11:27)
Yeah, which is really true. It literally is true that we all are, the photons from the sun came in.
Lex Fridman
(01:11:35)
You’re part fish.
Kimbal Musk
(01:11:37)
We all came from all that. One of the things I do is meditate, I’ve been meditating for many, many years, and the way I meditate is I sit and I listen to my thoughts and I simply just do that for 15 to 20 minutes. It just calms the nervous system, and I might breathe and just breathe through because it’s been a stressful day and it’s just a beautiful way I do it around. I remember I said I used to do a [inaudible 01:12:08] at the bar after work. Now I go meditate, for instance.
Lex Fridman
(01:12:12)
Same thing.
Kimbal Musk
(01:12:12)
A little bit better for my health. But meditation I was taught. Sam Harris actually taught me. It was not so much just about watching your thoughts, but realizing that you’re a watcher. You’re actually a watcher. Who is the person watching? That’s you actually. Your thoughts are floating through your mind, but you are the watcher. And I was like, oh, that’s really interesting. Okay, so I’m going to learn that. I’m going to be the watcher. And what I learned was I’m watching these thoughts go by and there’s a consistent other presence. And I’m like, what is that consistent other presence? It’s not a thought. It’s not something I can let it float away, and it doesn’t even want to float away. It’s just a consistent other presence that I can watch and feel.
Lex Fridman
(01:13:18)
So you are the watcher watching the feelings and thoughts, but there’s also other presence next to you almost?
Kimbal Musk
(01:13:24)
Yes. Yeah, that’s how I feel. And it’s a beautiful presence. It’s not a presence that is trying to intervene. It’s not a presence that is trying to tell you what to do. It’s just a beautiful presence.
Lex Fridman
(01:13:37)
And that might be part of the thing you met when you took Ayahuasca.
Kimbal Musk
(01:13:45)
I learned about Mother Ayahuasca where you have this experience of talking to… Actually, I would say the closest thing to breaking my neck, that feeling was ayahuasca.
Lex Fridman
(01:13:53)
Can you go through that experience? Because I’m actually traveling to the Amazon jungle in a month. I’ll probably do ayahuasca for the first time.
Kimbal Musk
(01:14:01)
Okay.
Lex Fridman
(01:14:01)
I need a preview, unofficial instruction manual.
Kimbal Musk
(01:14:04)
Yeah, sure. First of all, I think there are many different ways to do it, and I’ve done many different ways. There’s a very western medicine approach where you have doctors that look after you during the day, put an eye mask on, you’re on a futon, and you really are in a western medicine setting. And it frankly for me has been the most powerful experience. I feel the most comfortable part of western medicine in my upbringing. The other extreme, but they’re in-between would be very probably Peruvian ceremonies, where you’re probably going to go, very much about you do it in a community, you do it with others, and you feel people go through their pain and their processing. So I know the whole gamut, but the thing that I found most powerful about it and profoundly powerful, I would say, first of all, it’s non-recreational. No one should do this for a good time. This is not a good time. This is a very…
Lex Fridman
(01:15:13)
Almost traumatic, but in, again, a beautiful way.
Kimbal Musk
(01:15:16)
I was actually going to say that word, but it’s not traumatic. It’s profound. So it’s more like you really leave who you were before behind, and then you become the person you will be afterwards.
Lex Fridman
(01:15:40)
And that’s never an easy thing.
Kimbal Musk
(01:15:42)
Yes, exactly. And what I recall was arguing with Mother Aya and saying, “No, I’m fine. What are you talking about? Leave me alone.”

Road trip across US

Lex Fridman
(01:15:52)
How did that work out? But before 2010, the accident and the two transformational experiences you had, you were a very successful tech CEO. Maybe go back to the early days with Zip2. In 1994, you and Elon started Zip2. Tell me the story of that.
Kimbal Musk
(01:16:24)
So in ’94, we actually did a road trip around the U.S. to brainstorm about what we wanted to do after college.
Lex Fridman
(01:16:30)
What was the road trip like?
Kimbal Musk
(01:16:32)
That was awesome. So we went from Silicon Valley to Philadelphia. My brother’s old very really cool, it’s one of those very old BMW’s, not ones from the ’60s or ’70s, but the car didn’t work. It would break down all the time, but we had a blast. I remember going through Needles, on the border of California in Arizona, there’s a town called Needles, it’s the hottest place in America, and the engine was not cooling, so we had to put the heat on. So we had the heat blasting to cool the engine, keep the engine cool, and keep the windows down because you can’t stand the heat in the car. But actually the outside heat is hotter than the inside heat, so you’re just in a furnace if you’re driving through.
Lex Fridman
(01:17:19)
Just sweating.
Kimbal Musk
(01:17:20)
This is at night even. I can’t imagine doing that in the day.
Lex Fridman
(01:17:23)
Oh, wow.
Kimbal Musk
(01:17:23)
Yeah, it was wonderful. It took us a few weeks. I think three weeks maybe.
Lex Fridman
(01:17:29)
First time across America?
Kimbal Musk
(01:17:30)
First road trip like that, yeah, for sure. But it was really not a road trip for tourist sites. We went to the weirdest places. And actually, I would say, we didn’t go to them. We broke down in the weirdest places because that’s when we stopped.
Lex Fridman
(01:17:46)
Did you meet any interesting people?
Kimbal Musk
(01:17:49)
I remember we broke down in the Badlands of South Dakota, about an hour from Rapid City. That road is empty, and so we actually slept in the car because there was just no one around. No cell phones in those days. And eventually a trucker picked us up. He was just like, “Man, you guys are the dumbest kids on the planet.” I was 21. He was maybe 22. But he was so nice to us and so kind to us, and found us a mechanic in Rapid City and then found us a tow truck. You find the most wonderful people. When you’re in a place of distress, people do want to take care of other people.
Lex Fridman
(01:18:33)
They help you.
Kimbal Musk
(01:18:33)
Yeah, they want to help.
Lex Fridman
(01:18:34)
And especially when you’re on a road trip, because I’ve taken a road trip across the United States, and there’s a part of people where they really love that. I think part of them wants to do that also, wants to escape whatever the local struggles. Just whatever the mundaneness, the struggles of life are, a road trip is a kind of thing where you’re like, you know what? I’m going to get away from it all and I’m going to experience life in the full epic Jack Kerouac way of seeing America. And the people. Not the tourist sites, just the humans.
Kimbal Musk
(01:19:12)
Yeah, exactly. This was not tourist related. We did, of course, one. We stopped at Mount Rushmore at night, which you can see nothing. We thought that was hilarious. We couldn’t see Mount Rushmore.
Lex Fridman
(01:19:24)
That’s great.
Kimbal Musk
(01:19:27)
It was like, well, we physically were here. We took a photo of us not seeing Mount Rushmore.
Lex Fridman
(01:19:34)
In the darkness. You could just say you went to the Grand Canyon too, just at night. And just visit different places when the car broke down, I love it. So yes, you took the road trip before founding Zip2.
Kimbal Musk
(01:19:45)
Yeah. So I had a experience in college running a house painting business. That, for me, was my first experience with success. It was very, very hard. It was a franchise where they teach students how to paint houses, but I was good at it. I built a team of 30 people after about two years. So I was like, I had a taste of, hey, I’m not unable to do this. In fact, my most vulnerable place I remember as an entrepreneur was I just loved the idea of Wall Street and finance. I was allured by it. This is in the late ’80s. I’m in high school and there was a lot of these books, Liar’s Poker and others that came out and I was like, ah, man, this is awesome. These people must be amazing.

(01:20:33)
So I went to business school and I busted my ass to get a kick-ass summer job, and I got a job in one of the main banks. It was in Toronto, but it was like their version of Wall Street. I was so disappointed with the people that I was around. I was just like, whoa. I totally misunderstood what the banking world is. It was a very large bank. I’m sure if I’d gone to a more aggressive one, maybe I would’ve had a better experience. I say aggressive, meaning someone was paying attention. This was just a…
Kimbal Musk
(01:21:00)
Aggressive meaning someone was paying attention. This was just people showing up and not doing much. Actually, it is funny. This is great. So 1991, ’92, so one of those summers, but the summer job was literally they print out the sales for all the brokerage houses for the whole company. It’s a pile of papers that’s maybe four or five feet tall and you have a pencil and you add things up using your pencil and a calculator. And I had known about Lotus 1-2-3 forever. Excel was coming out and I was like, “Hey, guys, you know that there’s a different way to do this.” And they’re like, “Don’t talk to us. This is just your job. Go do it.”
Lex Fridman
(01:22:02)
Yeah, just use the pencil.
Kimbal Musk
(01:22:03)
So I went to the head of the data… I just asked because in those days you had the manila envelope where you just write the name of the person that you want this to go to and it’ll go to them. It’s like email, I guess, but there’s no filter.
Lex Fridman
(01:22:03)
There’s no spam filter.
Kimbal Musk
(01:22:21)
There’s no spam filter. So I sent a note, I wrote a nice letter to the database administrator who I didn’t really know, and I said, “Would you be open to me saying hi and maybe I can get access to the file rather than print the damn thing out and use a pencil?” And she responded right away and we hit it off. She was great. So she’s like, “Of course you can [inaudible 01:22:43] I can’t believe these guys are doing what they’re doing.” So for the first couple of weeks of the summer, I wrote code in Lotus 1-2-3 that would… This is going to sound crazy, but you type in the date range and you type in the geography and you type in which part of the bank you care about, and it will literally just create a new spreadsheet and it will just, a macro would print it out. It was like a magic trick for these guys.
Lex Fridman
(01:23:17)
Incredible.
Kimbal Musk
(01:23:17)
I know. No, it’s [inaudible 01:23:20] for me, I was like, “Guys, this is so obvious.” So I got all that done and this job was supposed to take three or four months because it’s really, you’re doing this with a pencil and now I’ve created this macro that you could not just do it, you could do it, you could tweak it and say, “Oh, I want this area of the world or this area of or this month or that month compared to that month,” all the normal things you could do with the spreadsheet. And the software was on a floppy disk. And I was like, “Here’s the software and just put it into your computer right now, open 1-2-3 and it just pops up with a little box that type in your dates and the whole little, I coded a little thing like that.”

(01:24:06)
And what I was astounded by was not so much that there was a magic trick, it was the lack of appreciation for innovation. They just looked at it and they were like, “Huh, that’s nice.” And I was like, “We’re going to have someone spend hundreds of hours doing something and now it’s something you can do in a minute.”
Lex Fridman
(01:24:33)
Yeah, if that doesn’t fill you with excitement…
Kimbal Musk
(01:24:35)
Yeah, if that doesn’t move your needle, what the heck? And so I was really disappointed with the banking world. But anyway, that was also fine. That’s…
Lex Fridman
(01:24:44)
Such a good example though. Yeah. And then also see the possibility of where that goes.
Kimbal Musk
(01:24:49)
Then I got back to business school and I canceled all of my business classes I possibly could. But I was actually in business school, so I couldn’t cancel them all. All finance courses, I was like, “I’m done with that industry. I’m not going back.” So the vulnerable part for me was my whole family’s full of entrepreneurs and there was this franchise to do house painting, and I genuinely was afraid that I wouldn’t be good at it. And I was like, “Wow, I really am afraid of failure.” It’s very easy to avoid entrepreneurship, but if your whole family’s entrepreneurs and you go in and you aren’t good, I was really afraid.
Lex Fridman
(01:25:29)
You’re going to have to face that failure every time you meet your family.
Kimbal Musk
(01:25:32)
Yes. And our family are wonderful and everything, but pretty much everyone’s an entrepreneur. And of course not everyone is perfect. Not everyone’s doing it successfully all the time, but when you’re young and you want to prove yourself, it really was putting my heart on my sleeve. I started the business in this part of Toronto and for the first… Paint the houses in the summer, but you do all your sales pre before the summer and all the way until April, I was just not succeeding. And I was like, I’m like, “Oh my God, I’m just going to fail.” And I remember that my whole nervous system was like, “I’m a failure.” And I remember I had this gentle manager who he was like, “You seem like you know what you’re doing. Why are you not making any sales?” So he actually went with me on a few sales calls and he said, “Oh, he was great. You’re doing this wrong, you’re doing that wrong, you’re doing this wrong.”

(01:26:43)
And changed those three things. And it was like a watershed moment just all of a sudden. And I just followed the instructions of what this guy told me. All of a sudden, every single sale I would make, I was like, I can’t believe that it was really my lack of humility to learn from someone else. I was like, “No, I’m going to prove that I can do this without your teachings,” and I was going to fail.
Lex Fridman
(01:27:20)
So to you, that humility is essential for the entrepreneur, especially young.
Kimbal Musk
(01:27:25)
I would say if we have an openness to learning, which does require humility, and you course correct or you help get other people to help you course correct. But it does start with humility because if you try and pretend you have all the answers, you don’t.

Zip2

Lex Fridman
(01:27:45)
So you went from that to founding Zip2. That was an interesting time in the history of tech.
Kimbal Musk
(01:27:50)
Yeah.
Lex Fridman
(01:27:50)
But what was it like? You mentioned and the first people to look at a map basically at directions.
Kimbal Musk
(01:28:00)
Yeah. So mapping had been on the internet but vector-based mapping had not. So that’s the ability to zoom in or zoom out, and it’s really data versus an image that comes across. And we went into this company called Navtech, my brother and I, and we just asked for the data and this is Silicon Valley. They wrote us a one page letter that we had to sign and said, “Here’s all of our data that we own it, you don’t own it, but you can use it on the internet and if you ever make any money on it, you have to call us.” That was it. We’re like, “Okay, that sounds great.” And so we put it up on the internet and back in those days, it might take 60 to 120 seconds to actually give you an answer back, but it was amazing. The door to door directions, the ability to take a map and zoom in and zoom out. We use these things 10 times a day now. It was amazing. And we were the first two humans to see it on the internet because this stuff didn’t even exist to the world.

(01:29:01)
Navtech was building it for NeverLost, for Hertz NeverLost, which would come out a few years later. This was not something that people knew existed. This was something we discovered that it existed. Let’s put it on the internet and share it with the world.
Lex Fridman
(01:29:14)
What did the two of you feel like to see that magic? Did you know…
Kimbal Musk
(01:29:17)
It’s amazing. It was like, “What?”
Lex Fridman
(01:29:24)
Did you mean the amazing, just that it’s cool, but also that you could see the future that this could transform…
Kimbal Musk
(01:29:32)
I don’t think people understand before this moment, you could not be told your directions. You just could not. Today, we live in this world where you’re told our directions all the time. Before this moment you could not be told your directions and all of a sudden you could. It wasn’t like a little thing.
Lex Fridman
(01:29:56)
Yeah, there’s a bunch of things that once we have, we take it for granted. And that takes a day for people to transition.
Kimbal Musk
(01:30:05)
Totally.
Lex Fridman
(01:30:05)
It’s like, “Oh, okay, cool.”
Kimbal Musk
(01:30:08)
Yeah. Right. Exactly. Exactly.
Lex Fridman
(01:30:10)
And when you see, maybe when you’re one of the first humans to see that thing, you’re like, “Holy, shit.”
Kimbal Musk
(01:30:15)
Holy shit. This is going to be used by everyone all the time forever.
Lex Fridman
(01:30:20)
So Zip2 was a success.
Kimbal Musk
(01:30:22)
I would say it was a success but it was also a very hard company to build. And I mean it because the internet in those days was a boom time. We were being funded, but you couldn’t make any money. So it was actually really hard, the constant outside criticism that we aren’t for real. This is not going to survive. This is not going to… And it started to feel that way. We’re like, “Wow, man, we are doing something that is great that people are using.” And we were top 100 website. Most of our work was through folks like The New York Times. So we were even much, much busier than that. But there was just no money at it. And even today, go to Google Maps, there’s no money in it. It’s just a local search that is needed for everyone. And so it became an add-on to search. But even remember in those days, you couldn’t make money at search either. No one had figured out AdWords or anything, they didn’t realize how big of a business this was. But we all knew this was a thing and everyone was using it.
Lex Fridman
(01:31:30)
But didn’t quite know how to make money on it.
Kimbal Musk
(01:31:31)
Didn’t make money. When we got acquired, it was a bittersweet moment because Compact that owned AltaVista wanted to merge so that sort of regular search with the best search engine at the time, pre-Google with Zip2, which would be the best local search, and it would be a Yahoo killer. And the Compact just wanted to make money by taking the company public but they wouldn’t give us any stock. They paid us cash return out, actually very well for us, but because the whole internet bubble burst, we didn’t know that at the time. And so it was bittersweet because they essentially wanted our company and we were welcome to stay but you don’t have to. And that feeling, that was a pretty rough feeling. Yeah.
Lex Fridman
(01:32:19)
But in retrospect, it opened the door to…
Kimbal Musk
(01:32:23)
It set us up for an incredible platform to go do beautiful things.

Tesla

Lex Fridman
(01:32:28)
You’ve invested in X. com that eventually merged with PayPal. That’s a fascinating story there, also fascinating on many levels, including the fact that the current social media company, formerly known as Twitter, is now called X. History has a rhyme to it. It’s kind of all hilarious in a certain kind of way. You invested in and help sell a lot of the initial products for Tesla.
Kimbal Musk
(01:32:59)
Yeah, I still sell on the board of Tesla. Tesla is 20 years now. Isn’t that amazing?
Lex Fridman
(01:33:03)
20 years.
Kimbal Musk
(01:33:03)
Yeah.
Lex Fridman
(01:33:04)
From the Roadster, the initial Roadster to…
Kimbal Musk
(01:33:06)
I still have the first business plan. So I didn’t join as a founder, I joined as a founding board member. And so I actually, I didn’t write the business plan. I got to read it and I still have that. I still have it as a part of history.
Lex Fridman
(01:33:20)
Did you see the future at that time, the company that Tesla is today? Could you have possibly, could you and Elon imagine it?
Kimbal Musk
(01:33:27)
No. No, I certainly didn’t. What I saw in it was a real… For me personally, I was really upset that the General Motors had killed their EV car. There’s even a movie called Who Killed the Electric Car? And I knew that the physics of electric is perfectly fine. There’s no reason why you couldn’t use an electric car to drive around. What resonated with me with the business plan was take an electric motor, which is really a high performance motor, and put it in a sports car and sell it at a high price as a way to enter into the market. Whereas what others had been doing, or at least General Motors had done, is you put it into a really crummy car and you sell it as a commuter vehicle that doesn’t really work that well and looks ugly as well. They really did everything you could to make that thing as ugly as Zen. And then I was like, “Okay, I get it. We’re going to take an appropriate technology and put it in an appropriate car so that when you have…”

(01:34:37)
Because electric motors, they have constant torque, incredible power, put it in a car that looks like a sports car. So the idea was to put it in the Lotus release, redesign it a bit. And even at that point I was like, “This is theoretically good, so I’m going to join and help build it.” But I was not convinced that it would work because General Motors had done such a terrible job of making everyone think that these things are terrible. But I was curious. And the time that I fell in love with the company and its mission was I was driving in what’s called a mule where we take a car and we take the engine out and we put in electric drive train and I drove it. Even the dashboards, there’s no dashboard. It’s just you got a steering wheel and it’s just wires and everything around. And I remember there’s a street, we were running the Bay Area called Bing Street, and I was just like… No traffic. So I’m just going to drive this on the floor and see what happens.

(01:35:44)
And it was a feeling I’d never experienced before. Gasoline cars have an inertia to them. So you go… This was being shot out of a cannon. And I was like, “Okay, this is going to be real.”
Lex Fridman
(01:35:58)
It’s a very spaceship-like feeling.
Kimbal Musk
(01:36:00)
Yeah. It’s like, “Whoa.” It’s like the G-force pulls you back.
Lex Fridman
(01:36:05)
Yeah.
Kimbal Musk
(01:36:06)
So I was like, “Okay, this is going to be great. This is going to be an interesting… We are going to create something interesting here.” I think the real transformative thing for Tesla was the Model 3 when we were able to get the price down for the world.
Lex Fridman
(01:36:23)
And that was also one of the most challenging periods…
Kimbal Musk
(01:36:27)
Oh my God.
Lex Fridman
(01:36:27)
… For Tesla for you.
Kimbal Musk
(01:36:29)
We were borderline bankrupt like two or three times that year. And everyone was hating on us about whether we’d get that done. The Model 3 today is incredibly affordable car, like a 300 bucks a month kind of lease and $3,000 down. That’s where you get the scale. That’s where you get people who… And by the way, it’s a great car. It’s even a better Model 3 now than it was five years ago. We don’t function the way car companies function. We function more like how an iPhone company or how Apple works. So our Model 3 today this year is better than last year. It’s like it’s way better and we just keep getting better.
Lex Fridman
(01:37:10)
Yeah, and the software is a fundamental part of the car and the software keeps improving.
Kimbal Musk
(01:37:15)
Exactly. And we upload over the air.
Lex Fridman
(01:37:17)
Which was one of the things that people don’t often acknowledge, it’s over the air updates. It’s like a revolutionary thing. It’s not just the autopilot. To me, it’s like the over the updates, is even bigger thing than on the autopilot, at least in this moment of history because you basically turned a car into the iPhone.
Kimbal Musk
(01:37:36)
Exactly. It’s an iPhone with wheels. But actually talking about autopilot, right after this interview, I’m going to go test out the latest Model 3.
Lex Fridman
(01:37:45)
You’re going to get driven around by a robot.
Kimbal Musk
(01:37:46)
I’m going to get driven around by the car. I’m going to say, “I want to go to this barbecue joint. Take me there and park me there.” And I’m going to see how it is. And this is the latest Model 3 that we have out into production. Anyone can buy it. And it’s super affordable. And it’s like, “Okay. Full stop driving is a journey. It’s not like there’s a destination. It’s a journey forever. So let’s see where we are on the journey today.”
Lex Fridman
(01:38:16)
And there’s been a bit of a push and pull between you and Elon in terms of levels of optimism about deadlines and so on, timelines about when we’ll arrive at the destination. I like that you said it’s a journey. For Elon, there’s a destination, right?
Kimbal Musk
(01:38:30)
Exactly.
Lex Fridman
(01:38:31)
And that destination is tomorrow or yesterday.
Kimbal Musk
(01:38:34)
I think that’s a really good insight. I actually live with this concept of a growth mindset versus a fixed mindset. And it’s a philosophical term where fixed mindset is about the destination and a growth mindset is about learning on the journey. And I think that I’m a happier person because I take that learning on the journey approach, whereas it’s really frustrating if you’re always, it has to be about the destination every time.
Lex Fridman
(01:39:06)
The nice thing about destination, at least from my personal perspective as a programmer engineer, is it puts a little fire under you to get shit done.
Kimbal Musk
(01:39:06)
That’s true.
Lex Fridman
(01:39:16)
If there’s a clear deadline of a destination, you feel the anxiety of it.
Kimbal Musk
(01:39:20)
I would say that I still do that, but I call those forcing functions instead of destinations…
Lex Fridman
(01:39:24)
That’s true.
Kimbal Musk
(01:39:25)
… Because you’re just forcing people to crank on some code or cookbook or whatever because you have a date. And oftentimes there’s reason. It’s 20th anniversary, you wanted to get the cookbook out. We have a reason we didn’t make this up out of thin air. And so yeah, that does push you, but just because we have the cookbook doesn’t mean it’s a destination. It means it was a forcing function to get it out there. Now we’re on the journey.

SpaceX

Lex Fridman
(01:39:53)
Speaking of journeys, I have to ask you about SpaceX. The journey that all of humanity [inaudible 01:40:00]
Kimbal Musk
(01:40:00)
Seriously. Talk about a journey. That is incredible.
Lex Fridman
(01:40:04)
It’s an interesting moment in the history of humanity that perhaps hopefully we’ll become a multi-planetary species. But SpaceX is also a company. You invested in SpaceX, you were side by side with Elon through the highs and the lows, through the lows and the highs. So what were some memorable challenges? What were some low points…
Kimbal Musk
(01:40:30)
Sure.
Lex Fridman
(01:40:30)
… From the history of SpaceX?
Kimbal Musk
(01:40:32)
One of the hardest times in SpaceX was we were in the mid-Pacific in Kwajalein and my brother had sold PayPal. He’d done well financially. But in the rocket world, that money goes away really quickly. And we were in this military base in Kwajalein and I think it was the second rocket that blew up, I’m not sure. But we didn’t have infinite resources. I certainly didn’t have the resources. I’m there to support, brotherly support. So every rocket launch was do or die, and the first one had blown up. And so the second one, I think it was the second one, blew up. And it was so depressing. It was just like, “Ugh.” There’s nowhere to go. There’s no distraction. You’re on this military base. You don’t really socialize. It was just, we were all together. And I had gotten to know… For me, I’m not part of the team, I’m just there for emotional support or whatever, because it’s cool.

(01:41:42)
So I got to know a couple of people locally and got to know this one guy who had a mobile home, best view in the world, but it’s just a mobile home with a patch of grass next to it. And I was just desperate to find food that wasn’t from the cafeteria because this is the worst food you can imagine. And I met him and he showed me this little tiny little grocery store, which had a few things like canned tomatoes. And this is, again, your middle of nowhere. It’s just nothing fresh. And I made this dish that was a version of an Italian version of chili, just baked beans and sweating onions and then tomatoes. And it was a big pot of food. It’s a group of people. We didn’t even have a table. And we just put the big pot in the middle and we had our little paper plates and we took a scoop as we needed it.

(01:42:37)
And it was… Do we need the gathering place of food brings people together in the most difficult times, and it was one of my favorite memories because I was able to bring my gift to this group of incredible people that their hearts were broken. And to sit there and share a meal and feel the life kind come back into us and by the end of the night, we’re actually having a good time.
Lex Fridman
(01:43:04)
What a fascinating contrast of rockets representing the peak accomplishment of human beings as a society and then returning to the thing that is the foundation of human society, which is that communal experience.
Kimbal Musk
(01:43:20)
That communal, vulnerable connection. Like we mentioned vulnerability earlier. The most vulnerable place, actually that’s when you have some of your most beautiful meals.
Lex Fridman
(01:43:28)
Yeah, the descendants of apes gathering around some baked beans after watching a rocket explode.

Hope for the future

Kimbal Musk
(01:43:36)
Right.
Lex Fridman
(01:43:36)
What gives you hope about the future of this whole thing we’ve got going on, humanity?
Kimbal Musk
(01:43:43)
If you look at how things have changed over the past, say, 50 years, you can clearly say, “Oh, wow. Poverty rates have gone down, infant mortality has gone down dramatically. All these things have gone down a lot.” So if you look at it on a daily basis, you can tell that life is very dramatic, whether it’s something’s blowing up on X or from the newspapers or whatever, and you can really get caught up into it. But if you look back over the past few decades, things are getting better. And at the fundamental level, are less people hungry? Are there is war going on? Of course, but are there less wars? Yes. And so I think if we all just step back a little bit, it’s less about hope. It’s more perspective and reflection. And if I do see a problem, like in case of the obesity epidemic, I work really hard to help with that. Our nonprofit’s called Big Green and we work with 150 nonprofits around the country to help Americans grow food again, get connected to their food because I really believe growing food changes your life.

(01:45:08)
And so, “Okay, let’s go do that.” So I’ll help out where I think we really can make a difference. But if you step back a little, things are actually getting better. It’s just a bumpy ride.
Lex Fridman
(01:45:22)
Yeah, and for those of us watching all of this, I think I would love to see more celebrating of the people that are helping, the people that have found their way of helping and just celebrating those people.
Kimbal Musk
(01:45:33)
Yeah. I would also, actually that’s a really nice point. I have learned that you really want to celebrate your successes because even in the greater scheme of things, I’ve learned this in the startup world where you are constantly facing death. Why should you even exist? Do your customers want your product or whatever? And then something will happen where you’re like, “Wow, we really nailed that. That’s really great.” Or we got a product released or got some good kudos from something, right? Everyone, we’re going to go celebrate. And actually everyone’s still like, “No, no, we’ve got all these other problems.” Nope, we’re going to go celebrate and then we’ll go back to the problems. But if you don’t do that, then it starts building on this kind of… You never really get to celebrate.
Lex Fridman
(01:46:17)
Mm-hmm. And be grateful. I think this is a good time to go celebrate the very fact that we’re alive today. We get to live and enjoy this incredible life, the two of us, and have this great conversation, and we’ll get to celebrate over some scrambled eggs.
Kimbal Musk
(01:46:32)
Beautiful.
Lex Fridman
(01:46:32)
I’m going to hold you to it.
Kimbal Musk
(01:46:33)
Beautiful.
Lex Fridman
(01:46:34)
Kimbal, thank you so much for talking today.
Kimbal Musk
(01:46:36)
Thank you for having me.
Lex Fridman
(01:46:37)
Thanks for listening to this conversation with Kimbal Musk. To support this podcast, please check out our sponsors in the description. And now let me leave you some words from Anthony Bourdain. Your body is not a temple, it’s an amusement park. Enjoy the ride. Thank you for listening and hope to see you next time.

Transcript for Yann Lecun: Meta AI, Open Source, Limits of LLMs, AGI & the Future of AI | Lex Fridman Podcast #416

This is a transcript of Lex Fridman Podcast #416 with Yann LeCun.
The timestamps in the transcript are clickable links that take you directly to that point in
the main video. Please note that the transcript is human generated, and may have errors.
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Table of Contents

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Introduction

Yann LeCun
(00:00:00)
I see the danger of this concentration of power through proprietary AI systems as a much bigger danger than everything else. What works against this is people who think that for reasons of security, we should keep AI systems under lock and key because it’s too dangerous to put it in the hands of everybody. That would lead to a very bad future in which all of our information diet is controlled by a small number of companies who proprietary systems.
Lex Fridman
(00:00:32)
I believe that people are fundamentally good, and so if AI, especially open source AI can make them smarter, it just empowers the goodness in humans.
Yann LeCun
(00:00:44)
So I share that feeling. Okay. I think people are fundamentally good and in fact, a lot of doomers are doomers because they don’t think that people are fundamentally good.
Lex Fridman
(00:00:57)
The following is a conversation with Yann LeCun, his third time on this podcast. He is the chief AI scientist at Meta, professor at NYU, Turing Award winner and one of the seminal figures in the history of artificial intelligence. He and Meta AI have been big proponents of open sourcing, AI development and have been walking the walk by open sourcing many of their biggest models, including Llama 2 and eventually Llama 3. Also, Yann has been an outspoken critic of those people in the AI community who warn about the looming danger and existential threat of AGI. He believes the AGI will be created one day, but it will be good. It will not escape human control, nor will it dominate and kill all humans.

Limits of LLMs


(00:01:52)
At this moment of rapid AI development, this happens to be somewhat a controversial position, and so it’s been fun seeing Yann get into a lot of intense and fascinating discussions online as we do in this very conversation. This is the Lex Fridman podcast. To support it, please check out our sponsors in the description. And now, dear friends, here’s Yann LeCun. You’ve had some strong statements, technical statements about the future of artificial intelligence throughout your career actually, but recently as well, you’ve said that autoregressive LLMs are not the way we’re going to make progress towards superhuman intelligence. These are the large language models like GPT-4, like Llama 2 and 3 soon and so on. How do they work and why are they not going to take us all the way?
Yann LeCun
(00:02:47)
For a number of reasons. The first is that there is a number of characteristics of intelligent behavior. For example, the capacity to understand the world, understand the physical world, the ability to remember and retrieve things, persistent memory, the ability to reason, and the ability to plan. Those are four essential characteristics of intelligent systems or entities, humans, animals. LLMs can do none of those or they can only do them in a very primitive way and they don’t really understand the physical world. They don’t really have persistent memory. They can’t really reason and they certainly can’t plan. And so if you expect the system to become intelligent just without having the possibility of doing those things, you’re making a mistake. That is not to say that autoregressive LLMs are not useful. They’re certainly useful, that they’re not interesting, that we can’t build a whole ecosystem of applications around them. Of course we can, but as a pass towards human-level intelligence, they’re missing essential components.

(00:04:08)
And then there is another tidbit or fact that I think is very interesting. Those LLMs are trained on enormous amounts of texts, basically, the entirety of all publicly available texts on the internet, right? That’s typically on the order of 10 to the 13 tokens. Each token is typically two bytes, so that’s two 10 to the 13 bytes as training data. It would take you or me 170,000 years to just read through this at eight hours a day. So it seems like an enormous amount of knowledge that those systems can accumulate, but then you realize it’s really not that much data. If you talk to developmental psychologists and they tell you a four-year-old has been awake for 16,000 hours in his or her life, and the amount of information that has reached the visual cortex of that child in four years is about 10 to 15 bytes.

(00:05:12)
And you can compute this by estimating that the optical nerve carry about 20 megabytes per second roughly, and so 10 to the 15 bytes for a four-year-old versus two times 10 to the 13 bytes for 170,000 years worth of reading. What that tells you is that through sensory input, we see a lot more information than we do through language, and that despite our intuition, most of what we learn and most of our knowledge is through our observation and interaction with the real world, not through language. Everything that we learn in the first few years of life, and certainly everything that animals learn has nothing to do with language.
Lex Fridman
(00:05:57)
So it would be good to maybe push against some of the intuition behind what you’re saying. So it is true there’s several orders of magnitude more data coming into the human mind much faster, and the human mind is able to learn very quickly from that, filter the data very quickly. Somebody might argue your comparison between sensory data versus language, that language is already very compressed. It already contains a lot more information than the bytes it takes to store them if you compare it to visual data. So there’s a lot of wisdom and language. There’s words, and the way we stitch them together, it already contains a lot of information. So is it possible that language alone already has enough wisdom and knowledge in there to be able to, from that language, construct a world model and understanding of the world, an understanding of the physical world that you’re saying LLMs lack?
Yann LeCun
(00:06:56)
So it’s a big debate among philosophers and also cognitive scientists, like whether intelligence needs to be grounded in reality. I’m clearly in the camp that yes, intelligence cannot appear without some grounding in some reality. It doesn’t need to be physical reality. It could be simulated, but the environment is just much richer than what you can express in language. Language is a very approximate representation or percepts and/or mental models. I mean, there’s a lot of tasks that we accomplish where we manipulate a mental model of the situation at hand, and that has nothing to do with language. Everything that’s physical, mechanical, whatever, when we build something, when we accomplish a task, model task of grabbing something, et cetera, we plan or action sequences, and we do this by essentially imagining the result of the outcome of a sequence of actions that we might imagine and that requires mental models that don’t have much to do with language, and I would argue most of our knowledge is derived from that interaction with the physical world.

(00:08:13)
So a lot of my colleagues who are more interested in things like computer vision are really on that camp that AI needs to be embodied essentially. And then other people coming from the NLP side or maybe some other motivation don’t necessarily agree with that, and philosophers are split as well, and the complexity of the world is hard to imagine. It’s hard to represent all the complexities that we take completely for granted in the real world that we don’t even imagine require intelligence, right?

(00:08:55)
This is the old Moravec paradox, from the pioneer of robotics, hence Moravec, who said, how is it that with computers, it seems to be easy to do high-level complex tasks like playing chess and solving integrals and doing things like that, whereas the thing we take for granted that we do every day, like, I don’t know, learning to drive a car or grabbing an object, we can’t do with computers, and we have LLMs that can pass the bar exam, so they must be smart, but then they can’t learn to drive in 20 hours like any 17-year old, they can’t learn to clear out the dinner table and fill up the dishwasher like any 10-year old can learn in one shot. Why is that? What are we missing? What type of learning or reasoning architecture or whatever are we missing that basically prevent us from having level five sort of in cars and domestic robots?
Lex Fridman
(00:10:00)
Can a large language model construct a world model that does know how to drive and does know how to fill a dishwasher, but just doesn’t know how to deal with visual data at this time, so it can operate in a space of concepts?
Yann LeCun
(00:10:17)
So yeah, that’s what a lot of people are working on. So the short answer is no, and the more complex answer is you can use all kinds of tricks to get an LLM to basically digest visual representations of images or video or audio for that matter. And a classical way of doing this is you train a vision system in some way, and we have a number of ways to train vision systems either supervised, semi-supervised, self-supervised, all kinds of different ways, that will turn any image into a high-level representation. Basically a list of tokens that are really similar to the kind of tokens that typical LLM takes as an input.

(00:11:10)
And then you just feed that to the LLM in addition to the text, and you just expect the LLM, during training, to be able to use those representations to help make decisions. I mean, there’s been work along those lines for quite a long time and now, you see those systems. I mean there are LLMs that have some vision extension, but they’re basically hacks in the sense that those things are not trained to really understand the world. They’re not trained with video, for example. They don’t really understand intuitive physics, at least not at the moment.
Lex Fridman
(00:11:51)
So you don’t think there’s something special to you about intuitive physics, about sort of common sense reasoning about the physical space, about physical reality. That to you is a giant leap that LLMs are just not able to do?
Yann LeCun
(00:12:02)
We’re not going to be able to do this with the type of LLMs that we are working with today, and there’s a number of reasons for this, but the main reason is the way LLMs are trained is that you take a piece of text, you remove some of the words in that text, you mask them, you replace them by blank markers, and you train a genetic neural net to predict the words that are missing. And if you build this neural net in a particular way so that it can only look at words that are to the left or the one it’s trying to predict, then what you have is a system that basically is trying to predict the next word in a text. So then you can feed it a text, a prompt, and you can ask it to predict the next word. It can never predict the next word exactly.

(00:12:48)
So what it’s going to do is produce a probability distribution of all the possible words in a dictionary. In fact, it doesn’t predict words. It predicts tokens that are kind of subword units, and so it’s easy to handle the uncertainty in the prediction there because there is only a finite number of possible words in the dictionary, and you can just compute a distribution over them. Then what the system does is that it picks a word from that distribution. Of course, there’s a higher chance of picking words that have a higher probability within that distribution. So you sample from that distribution to actually produce a word, and then you shift that word into the input, and so that allows the system not to predict the second word, and once you do this, you shift it into the input, et cetera.

Bilingualism and thinking


(00:13:35)
That’s called autoregressive prediction, which is why those LLMs should be called autoregressive LLMs, but we just call them LLMs, and there is a difference between this kind of process and a process by which before producing a word… When you and I talk, you and I are bilingual, we think about what we’re going to say, and it’s relatively independent of the language in which we’re going to say. When we talk about, I don’t know, let’s say a mathematical concept or something, the kind of thinking that we’re doing and the answer that we’re planning to produce is not linked to whether we’re going to see it in French or Russian or English.
Lex Fridman
(00:14:19)
Chomsky just rolled his eyes, but I understand, so you’re saying that there’s a bigger abstraction that goes before language and maps onto language?
Yann LeCun
(00:14:30)
Right. It’s certainly true for a lot of thinking that we do.
Lex Fridman
(00:14:33)
Is that obvious that we don’t… You’re saying your thinking is same in French as it is in English?
Yann LeCun
(00:14:40)
Yeah, pretty much.
Lex Fridman
(00:14:42)
Pretty much or how flexible are you if there’s a probability distribution?
Yann LeCun
(00:14:49)
Well, it depends what kind of thinking, right? If it’s producing puns, I get much better in French than English about that, or much worse.
Lex Fridman
(00:14:58)
Is there an abstract representation of puns? Is your humor an abstract… When you tweet and your tweets are sometimes a little bit spicy, is there an abstract representation in your brain of a tweet before it maps onto English?
Yann LeCun
(00:15:11)
There is an abstract representation of imagining the reaction of a reader to that text.
Lex Fridman
(00:15:18)
Or you start with laughter and then figure out how to make that happen?
Yann LeCun
(00:15:23)
Or figure out like a reaction you want to cause and then figure out how to say it so that it causes that reaction. But that’s really close to language. But think about a mathematical concept or imagining something you want to build out of wood or something like this. The kind of thinking you’re doing has absolutely nothing to do with language really. It’s not like you have necessarily an internal monologue in any particular language. You are imagining mental models of the thing. I mean, if I ask you to imagine what this water bottle will look like if I rotate it 90 degrees, that has nothing to do with language. And so clearly, there is a more abstract level of representation in which we do most of our thinking, and we plan what we’re going to say if the output is uttered words as opposed to an output being muscle actions, we plan our answer before we produce it.

(00:16:29)
LLMs don’t do that. They just produce one word after the other instinctively if you want. It’s a bit like the subconscious actions where you’re distracted, you’re doing something, you’re completely concentrated, and someone comes to you and asks you a question and you kind of answer the question. You don’t have time to think about the answer, but the answer is easy. So you don’t need to pay attention. You sort of respond automatically. That’s kind of what an LLM does. It doesn’t think about its answer really. It retrieves it because it’s accumulated a lot of knowledge. So it can retrieve some things, but it’s going to just spit out one token after the other without planning the answer.
Lex Fridman
(00:17:13)
But you’re making it sound just one token after the other. One token at a time generation is bound to be simplistic, but if the world model is sufficiently sophisticated that one token at a time, the most likely thing it generates is a sequence of tokens is going to be a deeply profound thing.
Yann LeCun
(00:17:39)
But then that assumes that those systems actually possess an eternal world model.

Video prediction

Lex Fridman
(00:17:44)
So really goes to the… I think the fundamental question is can you build a really complete world model, not complete, but one that has a deep understanding of the world?
Yann LeCun
(00:17:58)
Yeah. So can you build this first of all by prediction, and the answer is probably yes. Can you build it by predicting words? And the answer is most probably no, because language is very poor in terms of weak or low bandwidth if you want, there’s just not enough information there. So building world models means observing the world and understanding why the world is evolving the way it is, and then the extra component of a world model is something that can predict how the world is going to evolve as a consequence of an action you might take.

(00:18:45)
So one model really is here is my idea of the state of the world at time, T, here is an action I might take. What is the predicted state of the world at time, T+1? Now that state of the world does not need to represent everything about the world, it just needs to represent enough that’s relevant for this planning of the action, but not necessarily all the details. Now, here is the problem. You’re not going to be able to do this with generative models. So a generative model has trained on video, and we’ve tried to do this for 10 years, you take a video, show a system, a piece of video, and then ask you to predict the reminder of the video, basically predict what’s going to happen.
Lex Fridman
(00:19:27)
One frame at a time, do the same thing as the autoregressive LLMs do, but for video.
Yann LeCun
(00:19:34)
Right. Either one frame at a time-
Lex Fridman
(00:19:34)
LVMs.
Yann LeCun
(00:19:36)
… or a group of frames at a time. But yeah, a large video model if you want. The idea of doing this has been floating around for a long time and at FAIR, some of our colleagues and I have been trying to do this for about 10 years, and you can’t really do the same trick as with LLMs because LLMs, as I said, you can’t predict exactly which word is going to follow a sequence of words, but you can predict the distribution of words. Now, if you go to video, what you would have to do is predict the distribution of all possible frames in a video, and we don’t really know how to do that properly.

(00:20:20)
We do not know how to represent distributions over high-dimensional, continuous spaces in ways that are useful. And there lies the main issue, and the reason we can do this is because the world is incredibly more complicated and richer in terms of information than text. Text is discrete, video is high-dimensional and continuous. A lot of details in this. So if I take a video of this room and the video is a camera panning around, there is no way I can predict everything that’s going to be in the room as I pan around. The system cannot predict what’s going to be in the room as the camera is panning. Maybe it’s going to predict this is a room where there’s a light and there is a wall and things like that. It can’t predict what the painting of the wall looks like or what the texture of the couch looks like. Certainly not the texture of the carpet. So there’s no way I can predict all those details.

(00:21:19)
So one way to possibly handle this, which we’ve been working for a long time, is to have a model that has what’s called a latent variable. And the latent variable is fed to a neural net, and it’s supposed to represent all the information about the world that you don’t perceive yet, and that you need to augment the system for the prediction to do a good job at predicting pixels, including the fine texture of the carpet and the couch and the painting on the wall.

(00:21:57)
That has been a complete failure essentially. And we’ve tried lots of things. We tried just straight neural nets, we tried GANs, we tried VAEs, all kinds of regularized auto encoders. We tried many things. We also tried those kinds of methods to learn good representations of images or video that could then be used as input to, for example, an image classification system. That also has basically failed. All the systems that attempt to predict missing parts of an image or video from a corrupted version of it, basically, so take an image or a video, corrupt it or transform it in some way, and then try to reconstruct the complete video or image from the corrupted version, and then hope that internally, the system will develop good representations of images that you can use for object recognition, segmentation, whatever it is. That has been essentially a complete failure and it works really well for text. That’s the principle that is used for LLMs, right?
Lex Fridman
(00:23:07)
So where’s the failure exactly? Is it that it’s very difficult to form a good representation of an image, like a good embedding of all the important information in the image? Is it in terms of the consistency of image to image, to image to image that forms the video? If we do a highlight reel of all the ways you failed, what’s that look like?
Yann LeCun
(00:23:30)
Okay, so the reason this doesn’t work is first of all, I have to tell you exactly what doesn’t work because there is something else that does work. So the thing that does not work is training the system to learn representations of images by training it to reconstruct a good image from a corrupted version of it, okay? That’s what doesn’t work. And we have a whole slew of techniques for this that are variant of denoising autoencoders, something called MAE developed by some of my colleagues at FAIR, masked autoencoder. So it’s basically like the LLMs or things like this where you train the system by corrupting texts except you corrupt images, you remove patches from it, and you train a gigantic neural network reconstruct. The features you get are not good, and you know they’re not good because if you now train the same architecture, but you train it to supervise with label data, with textual descriptions of images, et cetera, you do get good representations and the performance on recognition tasks is much better than if you do this self-supervised retraining.
Lex Fridman
(00:24:42)
The architecture is good?
Yann LeCun
(00:24:44)
The architecture is good, the architecture of the encoder is good, but the fact that you train the system to reconstruct images does not lead it to produce to long, good generic features of images.
Lex Fridman
(00:24:56)
When you train in a self-supervised way?
Yann LeCun
(00:24:58)
Self-supervised by reconstruction.
Lex Fridman
(00:25:00)
Yeah, by reconstruction.
Yann LeCun
(00:25:01)
Okay, so what’s the alternative? The alternative is joint embedding.

JEPA (Joint-Embedding Predictive Architecture)

Lex Fridman
(00:25:07)
What is joint embedding? What are these architectures that you’re so excited about?
Yann LeCun
(00:25:11)
Okay, so now instead of training a system to encode the image and then training it to reconstruct the full image from a corrupted version, you take the full image, you take the corrupted or transformed version, you run them both through encoders, which in general, are identical, but not necessarily. And then you train a predictor on top of those encoders to predict the representation of the full input from the representation of the corrupted one. So joint embedding, because you’re taking the full input and the corrupted version or transformed version, run them both through encoders, you get a joint embedding, and then you’re saying, can I predict the representation of the full one from the representation of the corrupted one?

(00:26:06)
And I call this a JEPA, so that means joint embedding predictive architecture because this joint embedding and there is this predictor that predicts the representation of the good guy from the bad guy. And the big question is how do you train something like this? And until five years ago or six years ago, we didn’t have particularly good answers for how you train those things except for one, called contrastive learning, where the idea of contrastive learning is you take a pair of images that are, again, an image and a corrupted version or degraded version somehow or transformed version of the original one, and you train the predicted representation to be the same as that. If you only do this, this system collapses. It basically completely ignores the input and produces representations that are constant. So the contrastive methods avoid this, and those things have been around since the early ’90s, I had a paper on this in 1993, is you also show pairs of images that you know are different, and then you push away the representations from each other. So you say, not only do representations of things that we know are the same should be the same or should be similar, but representation of things that we know are different should be different. And that prevents the collapse, but it has some limitation. And there’s a whole bunch of techniques that have appeared over the last six, seven years that can revive this type of method, some of them from FAIR, some of them from Google and other places, but there are limitations to those contrastive methods.

(00:27:47)
What has changed in the last three, four years is now we have methods that are non-contrastive. So they don’t require those negative contrastive samples of images that we know are different. You turn them on you with images that are different versions or different views of the same thing, and you rely on some other tricks to prevent the system from collapsing. And we have half a dozen different methods for this now.

JEPA vs LLMs

Lex Fridman
(00:28:16)
So what is the fundamental difference between joint embedding architectures and LLMs? Can JEPA take us to AGI? Whether we should say that you don’t like the term AGI, and we’ll probably argue I think every single time I’ve talked to you, we’ve argued about the G in AGI.
Yann LeCun
(00:28:36)
Yes.
Lex Fridman
(00:28:38)
I get it. I get it. Well, we’ll probably continue to argue about it. It’s great. You like AMI because you like French and ami is friend in French, and AMI stands for advanced machine intelligence. But either way, can JEPA take us to that towards that advanced machine intelligence?
Yann LeCun
(00:29:02)
Well, so it’s a first step. Okay, so first of all, what’s the difference with generative architectures like LLMs? So LLMs or vision systems that are trained by reconstruction generate the inputs. They generate the original input that is non-corrupted, non-transformed, so you have to predict all the pixels, and there is a huge amount of resources spent in the system to actually predict all those pixels, all the details. In a JEPA, you’re not trying to predict all the pixels, you’re only trying to predict an abstract representation of the inputs. And that’s much easier in many ways. So what the JEPA system, when it’s being trained, is trying to do is extract as much information as possible from the input, but yet only extract information that is relatively easily predictable. So there’s a lot of things in the world that we cannot predict. For example, if you have a self-driving car driving down the street or road, there may be trees around the road and it could be a windy day. So the leaves on the tree are kind moving in kind semi-chaotic, random ways that you can’t predict and you don’t care, you don’t want to predict. So what you want is your encoder to basically eliminate all those details. It’ll tell you there’s moving leaves, but it’s not going to give the details of exactly what’s going on. And so when you do the prediction in representation space, you’re not going to have to predict every single pixel of every leaf. And that not only is a lot simpler, but also, it allows the system to essentially learn an abstract representation of the world where what can be modeled and predicted is preserved and the rest is viewed as noise and eliminated by the encoder.

(00:30:59)
So it lifts the level of abstraction of the representation. If you think about this, this is something we do absolutely all the time. Whenever we describe a phenomenon, we describe it at a particular level of abstraction. We don’t always describe every natural phenomenon in terms of quantum field theory. That would be impossible. So we have multiple levels of abstraction to describe what happens in the world, starting from quantum field theory, to atomic theory and molecules and chemistry, materials and all the way up to concrete objects in the real world and things like that. So we can’t just only model everything at the lowest level. And that’s what the idea of JEPA is really about, learn abstract representation in a self-supervised manner, and you can do it hierarchically as well. So that, I think, is an essential component of an intelligent system. And in language, we can get away without doing this because language is already to some level abstract and already has eliminated a lot of information that is not predictable. And so we can get away without doing the joint embedding, without lifting the abstraction level and by directly predicting words.
Lex Fridman
(00:32:16)
So joint embedding, it’s still generative, but it’s generative in this abstract representation space?
Yann LeCun
(00:32:23)
Yeah.
Lex Fridman
(00:32:23)
And you’re saying language, we were lazy with language because we already got the abstract representation for free, and now we have to zoom out, actually think about generally intelligent systems. We have to deal with a full mess of physical reality, of reality. And you do have to do this step of jumping from the full, rich, detailed reality to a abstract representation of that reality based on what you can then reason and all that kind of stuff.
Yann LeCun
(00:32:57)
Right. And the thing is those self-supervised algorithm that learn by prediction, even in representation space, they learn more concept if the input data you feed them is more redundant. The more redundancy there is in the data, the more they’re able to capture some internal structure of it. And so there is way more redundancy in the structure in perceptual inputs, sensory input like vision than there is in text, which is not nearly as redundant. This is back to the question you were asking a few minutes ago. Language might represent more information really, because it’s already compressed. You’re right about that, but that means it’s also less redundant, and so self-supervision, you will not work as well.
Lex Fridman
(00:33:43)
Is it possible to join the self-supervised training on visual data and self-supervised training on language data? There is a huge amount of knowledge, even though you talk down about those 10 to the 13 tokens. Those 10 to the 13 tokens represent the entirety-
Lex Fridman
(00:34:00)
Those 10 to the 13 tokens represent the entirety, a large fraction of what us humans have figured out, both the shit-talk on Reddit and the contents of all the books and the articles and the full spectrum of human intellectual creation. So is it possible to join those two together?
Yann LeCun
(00:34:22)
Well, eventually, yes. But I think if we do this too early, we run the risk of being tempted to cheat. And in fact, that’s what people are doing at the moment with vision-language model. We’re basically cheating. We’re using language as a crutch to help the deficiencies of our vision systems to learn good representations from images and video.

(00:34:46)
And the problem with this is that we might improve our language models by feeding them images, but we’re not going to get to the level of even the intelligence or level of understanding of the world of a cat or a dog, which doesn’t have language. They don’t have language and they understand the world much better than any LLM. They can plan really complex actions and imagine the result of a bunch of actions. How do we get machines to learn that before we combine that with language? Obviously if we combine this with language, this is going to be a winner, but before that, we have to focus on how do we get systems to learn how the world works?
Lex Fridman
(00:35:33)
So this joint-embedding predictive architecture, for you, that’s going to be able to learn something like common sense, something like what a cat uses to predict how to mess with its owner most optimally by knocking over a thing.
Yann LeCun
(00:35:50)
That’s the hope. In fact, the techniques we’re using are non-contrastive. So not only is the architecture non-generative, the learning procedures we are using are non-contrastive. We have two sets of techniques. One set is based on distillation, and there’s a number of methods that use this principle, one by DeepMind called BYOL, a couple by FAIR, one called vcREG and another one called I-JEPA. And vcREG, I should say, is not a distillation method actually, but I-JEPA and BYOL certainly are. And there’s another one also called DINO or DINO also produced from at FAIR. And the idea of those things is that you take the full input, let’s say an image, you run it through an encoder, produces a representation, and then you corrupt that input or transform it, run it through essentially what amounts to the same encoder with some minor differences and then train a predictor.

(00:36:50)
Sometimes a predictor is very simple, sometimes it doesn’t exist, but train a predictor to predict a representation of the first uncorrupted input from the corrupted input. But you only train the second branch. You only train the part of the network that is fed with the corrupted input. The other network, you don’t train. But since they share the same weight, when you modify the first one, it also modifies the second one. And with various tricks, you can prevent the system from collapsing with the collapse of the type I was explaining before, where the system basically ignores the input. So that works very well. The two techniques we developed at FAIR, DINO and I-JEPA work really well for that.

DINO and I-JEPA

Lex Fridman
(00:37:39)
So what kind of data are we talking about here?
Yann LeCun
(00:37:41)
So there’s several scenario, one scenario is you take an image, you corrupt it by changing the cropping, for example, changing the size a little bit, maybe changing the orientation, blurring it, changing the colors, doing all kinds of horrible things to it.
Lex Fridman
(00:38:00)
But basic horrible things?
Yann LeCun
(00:38:01)
Basic horrible things that sort of degrade the quality a little bit and change the framing, crop the image. And in some cases, in the case of I-JEPA, you don’t need to do any of this, you just mask some parts of it. You just basically remove some regions, like a big block essentially, and then run through the encoders and train the entire system, encoder and predictor, to predict the representation of the good one from the representation of the corrupted one.

V-JEPA


(00:38:33)
So that’s the I-JEPA. It doesn’t need to know that it’s an image for example, because the only thing it needs to know is how to do this masking. Whereas with DINO, you need to know it’s an image because you need to do things like geometry transformation and blurring and things like that, that are really image specific. A more recent version of this that we have is called V-JEPA. So it’s basically the same idea as I-JEPA except it’s applied to video. So now you take a whole video and you mask a whole chunk of it. And what we mask is actually kind of a temporal tube, so a whole segment of each frame in the video over the entire video.
Lex Fridman
(00:39:10)
And that tube was statically positioned throughout the frames, just literally it’s a straight tube.
Yann LeCun
(00:39:16)
The tube, yeah, typically is 16 frames or something, and we mask the same region over the entire 16 frames. It’s a different one for every video obviously. And then again, train that system so as to predict the representation of the full video from the partially masked video. And that works really well. It’s the first system that we have that learns good representations of video so that when you feed those representations to a supervised classifier head, it can tell you what action is taking place in the video with pretty good accuracy. So that’s the first time we get something of that quality.
Lex Fridman
(00:39:56)
That’s a good test that a good representation is formed. That means there’s something to this.
Yann LeCun
(00:40:00)
Yeah. We also preliminary result that seem to indicate that the representation allow our system to tell whether the video is physically possible or completely impossible, because some object disappeared or an object suddenly jumped from one location to another or changed shape or something.
Lex Fridman
(00:40:21)
So it’s able to capture some physics based constraints about the reality represented in the video, about the appearance and the disappearance of objects.
Yann LeCun
(00:40:33)
Yeah, that’s really new.
Lex Fridman
(00:40:35)
Okay, but can this actually get us to this kind of world model that understands enough about the world to be able to drive a car?
Yann LeCun
(00:40:49)
Possibly, this is going to take a while before we get to that point. And there are systems already robotic systems, that are based on this idea. And what you need for this is a slightly modified version of this, where imagine that you have a complete video and what you’re doing to this video is that you are either translating it in time towards the future. So you only see the beginning of the video, but you don’t see the latter part of it that is in the original one, or you just mask the second half of the video, for example. And then you train a JEPA system or the type I described, to predict the representation of the full video from the shifted one. But you also feed the predictor with an action. For example, the wheel is turned 10 degrees to the right or something, right?

(00:41:45)
So if it’s a dash cam in a car and you know the angle of the wheel, you should be able to predict to some extent what’s going to happen to what you see. You’re not going to be able to predict all the details of objects that appear in the view obviously, but at a abstract representation level, you can probably predict what’s going to happen. So now what you have is a internal model that says, “Here is my idea of the state of the world at time T. Here is an action I’m taking. Here is a prediction of the state of the world at time T plus one, T plus delta T, T plus two seconds,” whatever it is. If you have a model of this type, you can use it for planning. So now you can do what LMS cannot do, which is planning what you’re going to do. So as you arrive at a particular outcome or satisfy a particular objective.

(00:42:40)
So you can have a number of objectives. I can predict that if I have an object like this and I open my hand, it’s going to fall. And if I push it with a particular force on the table, it’s going to move. If I push the table itself, it’s probably not going to move with the same force. So we have this internal model of the world in our mind, which allows us to plan sequences of actions to arrive at a particular goal. And so now if you have this world model, we can imagine a sequence of actions, predict what the outcome of the sequence of action is going to be, measure to what extent the final state satisfies a particular objective, like moving the bottle to the left of the table and then plan a sequence of actions that will minimize this objective, at runtime.

(00:43:41)
We’re not talking about learning, we’re talking about inference time, so this is planning, really. And in optimal control, this is a very classical thing. It’s called model predictive control. You have a model of the system you want to control that can predict the sequence of states corresponding to a sequence of commands. And you’re planning a sequence of commands so that according to your role model, the end state of the system will satisfy an objectives that you fix. This is the way rocket trajectories have been planned since computers have been around, so since the early ’60s essentially.

Hierarchical planning

Lex Fridman
(00:44:20)
So yes, for a model predictive control, but you also often talk about hierarchical planning. Can hierarchical planning emerge from this somehow?
Yann LeCun
(00:44:28)
Well, so no, you will have to build a specific architecture to allow for hierarchical planning. So hierarchical planning is absolutely necessary if you want to plan complex actions. If I want to go from, let’s say from New York to Paris, it’s the example I use all the time, and I’m sitting in my office at NYU, my objective that I need to minimize is my distance to Paris. At a high level, a very abstract representation of my location, I would have to decompose this into two sub goals. First one is go to the airport, second one is catch a plane to Paris. Okay, so my sub goal is now going to the airport. My objective function is my distance to the airport. How do I go to the airport where I have to go in the street and hail a taxi, which you can do in New York.

(00:45:21)
Okay, now I have another sub goal go down on the street. Well that means going to the elevator, going down the elevator, walk out the street. How do I go to the elevator? I have to stand up from my chair, open the door in my office, go to the elevator, push the button. How do I get up for my chair? You can imagine going down, all the way down, to basically what amounts to millisecond by millisecond muscle control. And obviously you’re not going plan your entire trip from New York to Paris in terms of millisecond by millisecond muscle control. First, that would be incredibly expensive, but it will also be completely impossible because you don’t know all the conditions of what’s going to happen, how long it’s going to take to catch a taxi or to go to the airport with traffic. I mean, you would have to know exactly the condition of everything to be able to do this planning and you don’t have the information. So you have to do this hierarchical planning so that you can start acting and then sort of replanning as you go. And nobody really knows how to do this in AI. Nobody knows how to train a system to learn the appropriate multiple levels of representation so that hierarchical planning works.
Lex Fridman
(00:46:41)
Does something like that already emerge? So can you use an LLM, state-of-the-art LLM, to get you from New York to Paris by doing exactly the kind of detailed set of questions that you just did, which is, can you give me a list of 10 steps I need to do, to get from New York to Paris? And then for each of those steps, can you give me a list of 10 steps, how I make that step happen? And for each of those steps, can you give me a list of 10 steps to make each one of those, until you’re moving your individual muscles, maybe not, whatever you can actually act upon using your own mind.
Yann LeCun
(00:47:21)
Right. So there’s a lot of questions that are also implied by this, right? So the first thing is LLMs will be able to answer some of those questions down to some level of abstraction, under the condition that they’ve been trained with similar scenarios in their training set.
Lex Fridman
(00:47:37)
They would be able to answer all of those questions, but some of them may be hallucinated meaning non-factual.
Yann LeCun
(00:47:44)
Yeah, true. I mean they’ll probably produce some answer except they’re not going to be able to really produce millisecond by millisecond muscle control of how you stand up from your chair. But down to some level of abstraction where you can describe things by words, they might be able to give you a plan, but only under the condition that they’ve been trained to produce those kinds of plans. They’re not going to be able to plan for situations where that they never encountered before. They basically are going to have to regurgitate the template that they’ve been trained on.
Lex Fridman
(00:48:14)
Just for the example of New York to Paris, is it going to start getting into trouble? Which layer of abstraction do you think you’ll start? I can imagine almost every single part of that, an LLM would be able to answer somewhat accurately, especially when you’re talking about New York and Paris, major cities.
Yann LeCun
(00:48:31)
I mean certainly LLM would be able to solve that problem if you fine tune it for it. And so I can’t say that an LLM cannot do this, it can do this if you train it for it, there’s no question down to a certain level where things can be formulated in terms of words. But if you want to go down to how you climb down the stairs or just stand up from your chair in terms of words, you can’t do it. That’s one of the reasons you need experience of the physical world, which is much higher bandwidth than what you can express in words, in human language.
Lex Fridman
(00:49:11)
So everything we’ve been talking about on the joint embedding space, is it possible that that’s what we need for the interaction with physical reality on the robotics front, and then just the LLMs are the thing that sits on top of it for the bigger reasoning, about the fact that I need to book a plane ticket and I need to know how to go to the websites and so on.
Yann LeCun
(00:49:33)
Sure. And a lot of plans that people know about that are relatively high level are actually learned. Most people don’t invent the plans by themselves. We have some ability to do this of course, obviously, but most plans that people use are plans that have been trained on, they’ve seen other people use those plans or they’ve been told how to do things, right? That you can’t invent how you take a person who’s never heard of airplanes and tell them how do you go from New York to Paris? And they’re probably not going to be able to deconstruct the whole plan unless they’ve seen examples of that before. So certainly LLMs are going to be able to do this, but then how you link this from the low level of actions, that needs to be done with things like JEPA that basically lift the abstraction level of the representation without attempting to reconstruct the detail of the situation, that’s why we need JEPAs for.

Autoregressive LLMs

Lex Fridman
(00:50:40)
I would love to sort of linger on your skepticism around auto regressive LLMs. So one way I would like to test that skepticism is everything you say makes a lot of sense, but if I apply everything you said today and in general to I don’t know, 10 years ago, maybe a little bit less, no, let’s say three years ago, I wouldn’t be able to predict the success of LLMs. So does it make sense to you that autoregressive LLMs are able to be so damn good?
Yann LeCun
(00:51:20)
Yes.
Lex Fridman
(00:51:21)
Can you explain your intuition? Because if I were to take your wisdom and intuition at face value, I would say there’s no way autoregressive LLMs, one token at a time, would be able to do the kind of things they’re doing.
Yann LeCun
(00:51:36)
No, there’s one thing that autoregressive LLMs or that LLMs in general, not just the autoregressive one, but including the bird style bidirectional ones, are exploiting and its self supervised running, and I’ve been a very, very strong advocate of self supervised running for many years. So those things are a incredibly impressive demonstration that self supervised running actually works. The idea that started, it didn’t start with BERT, but it was really kind of good demonstration with this.

(00:52:09)
So the idea that you take a piece of text, you corrupt it, and then you train some gigantic neural net to reconstruct the parts that are missing. That has produced an enormous amount of benefits. It allowed us to create systems that understand language, systems that can translate hundreds of languages in any direction, systems that are multilingual, so it’s a single system that can be trained to understand hundreds of languages and translate in any direction, and produce summaries and then answer questions and produce text.

(00:52:51)
And then there’s a special case of it, which is the auto regressive trick where you constrain the system to not elaborate a representation of the text from looking at the entire text, but only predicting a word from the words that are come before. And you do this by constraining the architecture of the network, and that’s what you can build an auto aggressive LLM from.

(00:53:15)
So there was a surprise many years ago with what’s called decoder only LLM. So since systems of this type that are just trying to produce words from the previous one and the fact that when you scale them up, they tend to really understand more about language. When you train them on lots of data, you make them really big. That was a surprise and that surprise occurred quite a while back, with work from Google, Meta, OpenAI, et cetera, going back to the GPT kind of work, general pre-trained transformers.
Lex Fridman
(00:53:56)
You mean like GPT2? There’s a certain place where you start to realize scaling might actually keep giving us an emergent benefit.
Yann LeCun
(00:54:06)
Yeah, I mean there were work from various places, but if you want to place it in the GPT timeline, that would be around GPT2, yeah.
Lex Fridman
(00:54:19)
Well, because you said it so charismatic and you said so many words, but self supervised learning, yes. But again, the same intuition you’re applying to saying that auto aggressive LLMs cannot have a deep understanding of the world. If we just apply that, same intuition, does it make sense to you that they’re able to form enough of a representation in the world to be damn convincing, essentially passing the original touring test with flying colors?
Yann LeCun
(00:54:50)
Well, we’re fooled by their fluency, right? We just assume that if a system is fluent in manipulating language, then it has all the characteristics of human intelligence, but that impression is false. We’re really fooled by it.
Lex Fridman
(00:55:06)
What do you think Alan Turing would say, without understanding anything, just hanging out with it?
Yann LeCun
(00:55:11)
Alan Turing would decide that a Turing test is a really bad test, okay? This is what the AI community has decided many years ago that the Turing test was a really bad test of intelligence.
Lex Fridman
(00:55:22)
What would Hans Marvek say about the larger language models?
Yann LeCun
(00:55:26)
Hans Marvek would say that Marvek Paradox still applies. Okay, we can pass-
Lex Fridman
(00:55:32)
You don’t think he would be really impressed?
Yann LeCun
(00:55:34)
No, of course everybody would be impressed. But it’s not a question of being impressed or not, it’s the question of knowing what the limit of those systems can do. Again, they are impressive. They can do a lot of useful things. There’s a whole industry that is being built around them. They’re going to make progress, but there is a lot of things they cannot do, and we have to realize what they cannot do and then figure out how we get there. And I’m seeing this from basically 10 years of research on the idea of self supervised running, actually that’s going back more than 10 years, but the idea of self supervised running. So basically capturing the internal structure of a piece of a set of inputs without training the system for any particular task, to learning representations.

(00:56:26)
The conference I co-founded 14 years ago is called International Conference on Learning Representations. That’s the entire issue that deep learning is dealing with, and it’s been my obsession for almost 40 years now. So learning representation is really the thing. For the longest time, we could only do this with supervised learning, and then we started working on what we used to call unsupervised learning and revived the idea of unsupervised running in the early 2000s with your [inaudible 00:56:58] and Jeff Hinton. Then discovered that supervised running actually works pretty well if you can collect enough data. And so the whole idea of unsupervised, self supervised running kind of took a backseat for a bit, and then I tried to revive it in a big way starting in 2014, basically when we started FAIR and really pushing for finding new methods to do self supervised running both for text and for images and for video and audio.

(00:57:29)
And some of that work has been incredibly successful. I mean, the reason why we have multilingual translation system, things to do, content moderation on Meta, for example, on Facebook, that are multilingual, that understand whether a piece of text is hate speech not or something, is due to that progress using self supervised running for NLP, combining this with transformer architectures and blah, blah, blah.

(00:57:53)
But that’s the big success of self supervised running. We had similar success in speech recognition, a system called WAVE2VEC, which is also a joint embedding architecture, by the way, trained with contrastive running. And that system also can produce speech recognition systems that are multilingual with mostly unlabeled data and only need a few minutes of labeled data to actually do speech recognition, that’s amazing. We have systems now based on those combination of ideas that can do real time translation of hundreds of languages into each other, speech to speech.
Lex Fridman
(00:58:28)
Speech to speech, even including, which is fascinating, languages that don’t have written forms.
Yann LeCun
(00:58:34)
That’s right.
Lex Fridman
(00:58:34)
Just spoken only.
Yann LeCun
(00:58:35)
That’s right. We don’t go through text, it goes directly from speech to speech using an internal representation of speech units that are discrete, but it’s called Textless NLP. We used to call it this way. But yeah, so I mean incredible success there. And then for 10 years, we tried to apply this idea to learning representations of images by training a system to predict videos, learning intuitive physics by training a system to predict what’s going to happen in the video.

(00:59:02)
And tried and tried and failed and failed, with generative models, with models that predict pixels. We could not get them to learn good representations of images. We could not get them to learn good representations of videos. And we tried many times, we published lots of papers on it, where they kind of sort of work, but not really great. They started working, we abandoned this idea of predicting every pixel and basically just doing the joint embedding and predicting and representation space, that works. So there’s ample evidence that we’re not going to be able to learn good representations of the real world using generative model. So I’m telling people, everybody’s talking about generative AI. If you’re really interested in human level AI, abandon the idea of generative AI.
Lex Fridman
(00:59:51)
Okay, but you really think it’s possible to get far with the joint embedding representation. So there’s common sense reasoning, and then there’s high level reasoning. I feel like those are two… The kind of reasoning that LLMs are able to do, okay, let me not use the word reasoning, but the kind of stuff that LLMs are able to do, seems fundamentally different than the common sense reasoning we use to navigate the world. It seems like we’re going to need both. Would you be able to get, with the joint embedding, which is JEPA type of approach, looking at video, would you be able to learn, let’s see, well, how to get from New York to Paris or how to understand the state of politics in the world today. These are things where various humans generate a lot of language and opinions on, in the space of language, but don’t visually represent that in any clearly compressible way.
Yann LeCun
(01:00:56)
Right. Well, there’s a lot of situations that might be difficult to, for a purely language based system to know. Okay, you can probably learn from reading texts, the entirety of the publicly available texts in the world that I cannot get from New York to Paris by snapping my fingers. That’s not going to work, right?
Lex Fridman
(01:01:16)
Yes.
Yann LeCun
(01:01:18)
But there’s probably more complex scenarios of this type, which an LLM may never have encountered and may not be able to determine whether it’s possible or not. So that link from the low level to the high level, the thing is that the high level that language expresses is based on the common experience of the low level, which LLMs currently do not have. When we talk to each other, we know we have a common experience of the world. A lot of it is similar, and LLMs don’t have that.
Lex Fridman
(01:01:59)
But see, it’s present. You and I have a common experience of the world in terms of the physics of how gravity works and stuff like this, and that common knowledge of the world, I feel like is there, in the language. We don’t explicitly express it, but if you have a huge amount of text, you’re going to get this stuff that’s between the lines. In order to form a consistent world model, you’re going to have to understand how gravity works, even if you don’t have an explicit explanation of gravity. So even though in the case of gravity, there is explicit explanations of gravity in Wikipedia. But the stuff that we think of as common sense reasoning, I feel like to generate language correctly, you’re going to have to figure that out. Now, you could say as you have, there’s not enough text… Sorry, okay, so you don’t think so?
Yann LeCun
(01:02:57)
No, I agree with what you just said, which is that to be able to do high level common sense, to have high level common sense, you need to have the low level common sense to build on top of.
Lex Fridman
(01:03:09)
But that’s not there.
Yann LeCun
(01:03:10)
And that’s not there in the LLMs. LLMs are purely trained from text. So then the other statement you made, I would not agree with, the fact that implicit in all languages in the world is the underlying reality, is a lot of underlying reality, which is not expressed in language.
Lex Fridman
(01:03:26)
Is that obvious to you?
Yann LeCun
(01:03:28)
Yeah, totally.
Lex Fridman
(01:03:30)
So all the conversations we had… Okay, there’s the dark web, meaning whatever, the private conversations like DMs and stuff like this, which is much, much larger probably than what’s available, what LLMs are trained on.
Yann LeCun
(01:03:46)
You don’t need to communicate the stuff that is common, right?
Lex Fridman
(01:03:50)
But the humor, all of it, no, you do, you don’t need to, but it comes through. If I accidentally knock this over, you’ll probably make fun of me in the content of the you making fun of me will be explanation of the fact that cups fall, and then gravity works in this way. And then you’ll have some very vague information about what kind of things explode when they hit the ground. And then maybe you’ll make a joke about entropy or something like this, then we’ll never be able to reconstruct this again. You’ll make a little joke like this and there’ll be a trillion of other jokes. And from the jokes, you can piece together the fact that gravity works and mugs can break and all this kind of stuff. You don’t need to see, it’ll be very inefficient. It’s easier to knock the thing over, but I feel like it would be there if you have enough of that data.
Yann LeCun
(01:04:46)
I just think that most of the information of this type that we have accumulated when we were babies, it’s just not present in text, in any description, essentially.
Lex Fridman
(01:04:59)
And the sensory data is a much richer source for getting that kind of understanding.
Yann LeCun
(01:05:04)
I mean, there’s 16,000 hours of wake time of a 4-year-old and tend to do 15 bites going through vision, just vision, there is a similar bandwidth of touch and a little less through audio. And then text, language doesn’t come in until a year in life. And by the time you are nine years old, you’ve learned about gravity, you know about inertia, you know about gravity, the stability, you know about the distinction between animate and inanimate objects. You know by 18 months, you know about why people want to do things and you help them if they can’t. I mean, there’s a lot of things that you learn mostly by observation, really not even through interaction. In the first few months of life, babies don’t really have any influence on the world, they can only observe. And you accumulate a gigantic amount of knowledge just from that. So that’s what we’re missing from current AI systems.

AI hallucination

Lex Fridman
(01:06:06)
I think in one of your slides, you have this nice plot that is one of the ways you show that LLMs are limited. I wonder if you could talk about hallucinations from your perspectives, the why hallucinations happen from large language models and to what degree is that a fundamental flaw of large language models?
Yann LeCun
(01:06:29)
Right, so because of the autoregressive prediction, every time an produces a token or a word, there is some level of probability for that word to take you out of the set of reasonable answers. And if you assume, which is a very strong assumption, that the probability of such error is that those errors are independent across a sequence of tokens being produced. What that means is that every time you produce a token, the probability that you stay within the set of correct answer decreases and it decreases exponentially.
Lex Fridman
(01:07:08)
So there’s a strong, like you said, assumption there that if there’s a non-zero probability of making a mistake, which there appears to be, then there’s going to be a kind of drift.
Yann LeCun
(01:07:18)
Yeah, and that drift is exponential. It’s like errors accumulate. So the probability that an answer would be nonsensical increases exponentially with the number of tokens.
Lex Fridman
(01:07:31)
Is that obvious to you, by the way? Well, mathematically speaking maybe, but isn’t there a kind of gravitational pull towards the truth? Because on average, hopefully, the truth is well represented in the training set?
Yann LeCun
(01:07:48)
No, it’s basically a struggle against the curse of dimensionality. So the way you can correct for this is that you fine tune the system by having it produce answers for all kinds of questions that people might come up with.
Yann LeCun
(01:08:00)
Having it produce answers for all kinds of questions that people might come up with. And people are people, so a lot of the questions that they have are very similar to each other, so you can probably cover 80% or whatever of questions that people will ask by collecting data and then you fine tune the system to produce good answers for all of those things, and it’s probably going to be able to learn that because it’s got a lot of capacity to learn. But then there is the enormous set of prompts that you have not covered during training, and that set is enormous, like within the set of all possible prompts, the proportion of prompts that have been used for training is absolutely tiny, it’s a tiny, tiny, tiny subset of all possible prompts.

(01:08:54)
And so the system will behave properly on the prompts that has been either trained, pre-trained, or fine-tuned, but then there is an entire space of things that it cannot possibly have been trained on because the number is gigantic. So whatever training the system has been subject to produce appropriate answers, you can break it by finding out a prompt that will be outside of the set of prompts that’s been trained on, or things that are similar, and then it will just spew complete nonsense.
Lex Fridman
(01:09:30)
When you say prompt, do you mean that exact prompt or do you mean a prompt that’s in many parts, very different than? Is it that easy to ask a question or to say a thing that hasn’t been said before on the internet?
Yann LeCun
(01:09:46)
People have come up with things where you put essentially a random sequence of characters in the prompt and that’s enough to throw the system into a mode where it is going to answer something completely different than it would have answered without this. So that’s a way to jailbreak the system, basically go outside of its conditioning.
Lex Fridman
(01:10:09)
That’s a very clear demonstration of it, but of course, that goes outside of what is designed to do, right? If you actually stitch together reasonably grammatical sentences, is it that easy to break it?
Yann LeCun
(01:10:26)
Yeah, some people have done things like, you write a sentence in English or you ask a question in English and it produces a perfectly fine answer and then you just substitute a few words by the same word in another language and all of a sudden the answer is complete nonsense.
Lex Fridman
(01:10:45)
What I’m saying is, which fraction of prompts that humans are likely to generate are going to break the system?
Yann LeCun
(01:10:55)
The problem is that there is a long tail, this is an issue that a lot of people have realized in social networks and stuff like that, which is there’s a very, very long tail of things that people will ask and you can fine tune the system for the 80% or whatever of the things that most people will ask. And then this long tail is so large that you’re not going to be able to fine tune the system for all the conditions. And in the end, the system ends up being a giant lookup table essentially, which is not really what you want, you want systems that can reason, certainly that can plan.

Reasoning in AI


(01:11:31)
The type of reasoning that takes place in LLM is very, very primitive, and the reason you can tell is primitive is because the amount of computation that is spent per token produced is constant. So if you ask a question and that question has an answer in a given number of token, the amount of computation devoted to computing that answer can be exactly estimated. It’s the size of the prediction network with its 36 layers or 92 layers or whatever it is multiply by number of tokens, that’s it. And so essentially, it doesn’t matter if the question being asked is simple to answer, complicated to answer, impossible to answer because it’s a decidable or something, the amount of computation the system will be able to devote to the answer is constant or is proportional to number of token produced in the answer. This is not the way we work, the way we reason is that when we’re faced with a complex problem or a complex question, we spend more time trying to solve it and answer it because it’s more difficult.
Lex Fridman
(01:12:43)
There’s a prediction element, there’s an iterative element where you’re adjusting your understanding of a thing by going over and over and over, there’s a hierarchical elements on. Does this mean it’s a fundamental flaw of LLMs or does it mean that-
Yann LeCun
(01:13:00)
Yeah.
Lex Fridman
(01:13:00)
… There’s more part to that question, now you’re just behaving like an LLM, immediately answering. No, that it’s just the low level world model on top of which we can then build some of these kinds of mechanisms, like you said, persistent long-term memory or reasoning, so on. But we need that world model that comes from language. Maybe it is not so difficult to build this kind of reasoning system on top of a well constructed world model.
Yann LeCun
(01:13:37)
Whether it’s difficult or not, the near future will say because a lot of people are working on reasoning and planning abilities for dialogue systems. Even if we restrict ourselves to language, just having the ability to plan your answer before you answer in terms that are not necessarily linked with the language you’re going to use to produce the answer, so this idea of this mental model that allows you to plan what you’re going to say before you say it, that is very important. I think there’s going to be a lot of systems over the next few years that are going to have this capability, but the blueprint of those systems will be extremely different from auto aggressive LLMs.

(01:14:26)
It’s the same difference as the difference between what psychologists call system one and system two in humans, so system one is the type of task that you can accomplish without deliberately consciously think about how you do them, you just do them, you’ve done them enough that you can just do it subconsciously without thinking about them. If you’re an experienced driver, you can drive without really thinking about it and you can talk to someone at the same time or listen to the radio. If you are a very experienced chess player, you can play against a non- experienced chess player without really thinking either, you just recognize the pattern and you play. That’s system one, so all the things that you do instinctively without really having to deliberately plan and think about it.

(01:15:13)
And then there is all the tasks where you need to plan, so if you are a not too experienced chess player or you are experienced where you play against another experienced chess player, you think about all kinds of options, you think about it for a while and you are much better if you have time to think about it than you are if you play blitz with limited time. So this type of deliberate planning, which uses your internal world model, that’s system two, this is what LMS currently cannot do. How do we get them to do this? How do we build a system that can do this kind of planning or reasoning that devotes more resources to complex problems than to simple problems? And it’s not going to be a regressive prediction of tokens, it’s going to be more something akin to inference of little variables in what used to be called probabilistic models or graphical models and things of that type.

(01:16:17)
Basically, the principle is like this, the prompt is like observed variables, and what the model does, is that basically, it can measure to what extent an answer is a good answer for a prompt. So think of it as some gigantic neural net, but it’s got only one output, and that output is a scaler number, which is, let’s say, zero, if the answer is a good answer for the question and a large number, if the answer is not a good answer for the question. Imagine you had this model, if you had such a model, you could use it to produce good answers, the way you would do is, produce the prompt and then search through the space of possible answers for one that minimizes that number, that’s called an energy based model.
Lex Fridman
(01:17:11)
But that energy based model would need the model constructed by the LLM?
Yann LeCun
(01:17:18)
Well, so really what you need to do would be to not search over possible strings of text that minimize that energy. But what you would do, we do this in abstract representation space, so in the space of abstract thoughts, you would elaborate a thought using this process of minimizing the output of your model, which is just a scaler, it’s an optimization process. So now the way the system produces its sensor is through optimization by minimizing an objective function basically. And we’re talking about inference, we’re not talking about training, the system has been trained already.

(01:18:01)
Now we have an abstract representation of the thought of the answer, representation of the answer, we feed that to basically an autoregressive decoder, which can be very simple, that turns this into a text that expresses this thought. So that, in my opinion, is the blueprint of future data systems, they will think about their answer, plan their answer by optimization before turning it into text, and that is turning complete.
Lex Fridman
(01:18:31)
Can you explain exactly what the optimization problem there is? What’s the objective function? Just linger on it, you briefly described it, but over what space are you optimizing?
Yann LeCun
(01:18:43)
The space of representations.
Lex Fridman
(01:18:45)
It goes abstract representation?
Yann LeCun
(01:18:48)
You have an abstract representation inside the system, you have a prompt, the prompt goes through an encoder, produces a representation, perhaps goes through a predictor that predicts a representation of the proper answer. But that representation may not be a good answer because there might be some complicated reasoning you need to do, so then you have another process that takes the representation of the answers and modifies it so as to minimize a cost function that measures to what extent the answer is a good answer for the question. Now we ignore the issue for a moment of how you train that system to measure whether an answer is a good answer for a fraction.
Lex Fridman
(01:19:36)
Sure. Suppose such a system could be created, but what’s this search like process?
Yann LeCun
(01:19:42)
It’s an optimization process. You can do this if the entire system is differentiable, that scaler output is the result of running the representation of the answers to some neural net. Then by gradient descent, by back propagating gradients, you can figure out how to modify the representation of the answers so as to minimize that.
Lex Fridman
(01:20:05)
That’s still a gradient based?
Yann LeCun
(01:20:06)
It’s gradient based inference. So now you have a representation of the answer in abstract space, now you can turn it into text. And the cool thing about this is that the representation now can be optimized through gradient descent, but also is independent of the language in which you’re going to express the answer.
Lex Fridman
(01:20:27)
Right. So you’re operating in the subtract representation. This goes back to the joint embedding, that it’s better to work in the space of, I don’t know, or to romanticize the notion like space of concepts versus the space of concrete sensory information.
Yann LeCun
(01:20:45)
Right.
Lex Fridman
(01:20:48)
But can this do something like reasoning, which is what we’re talking about?
Yann LeCun
(01:20:51)
Well, not really, only in a very simple way. Basically, you can think of those things as doing the optimization I was talking about, except they optimize in the discrete space, which is the space of possible sequences of tokens. And they do this optimization in a horribly inefficient way, which is generate a lot of hypothesis and then select the best ones. And that’s incredibly wasteful in terms of competition because you basically have to run your LLM for every possible generative sequence and it’s incredibly wasteful. So it’s much better to do an optimization in continuous space where you can do gradient and descent as opposed to generate tons of things and then select the best, you just iteratively refine your answer to go towards the best, that’s much more efficient. But you can only do this in continuous spaces with differentiable functions.
Lex Fridman
(01:21:48)
You’re talking about the ability to think deeply or to reason deeply, how do you know what is an answer that’s better or worse based on deep reasoning?
Yann LeCun
(01:22:05)
Then we are asking the question of, conceptually, how do you train an energy based model? Energy based model is a function with a scaler output, just a number, you give it two inputs, X and Y, and it tells you whether Y is compatible with X or not. X, you observe, let’s say it’s a prompt, an image, a video, whatever, and Y is a proposal for an answer, a continuation of video, whatever and it tells you whether Y is compatible with X. And the way it tells you that Y is compatible with X is that the output of that function would be zero if Y is compatible with X and would be a positive number, non-zero, if Y is not compatible with X.

(01:22:47)
How do you train a system like this at a completely general level, is you show it pairs of X and Ys that are compatible, a question and the corresponding answer, and you train the parameters of the big neural net inside to produce zero. Now that doesn’t completely work because the system might decide, well, I’m just going to say zero for everything, so now you have to have a process to make sure that for a wrong Y, the energy would be larger than zero. And there you have two options, one is contrastive method, so contrastive method is, you show an X and a bad Y and you tell the system, well, give a high energy to this, push up the energy, change the weights in the neural net that confuse the energy so that it goes up. So that’s contrasting methods.

(01:23:37)
The problem with this is, if the space of Y is large, the number of such contrasting samples are going to have to show is gigantic. But people do this, they do this when you train a system with RLHF, basically what you’re training is what’s called a reward model, which is basically an objective function that tells you whether an answer is good or bad, and that’s basically exactly what this is. So we already do this to some extent, we’re just not using it for inference, we’re just using it for training.

(01:24:14)
There is another set of methods which are non-contrastive, and I prefer those, and those non-contrastive methods basically say, the energy function needs to have low energy on pairs of XYs that are compatible that come from your training set. How do you make sure that the energy is going to be higher everywhere else? And the way you do this is by having a regularizer, a criterion, a term in your cost function that basically minimizes the volume of space that can take low energy. And the precise way to do this is all kinds of different specific ways to do this depending on the architecture, but that’s the basic principle. So that if you push down the energy function for particular regions in the XY space, it will automatically go up in other places because there’s only a limited volume of space that can take low energy by the construction of the system or by the regularizing function.
Lex Fridman
(01:25:16)
We’ve been talking very generally, but what is a good X and a good Y? What is a good representation of X and Y? Because we’ve been talking about language and if you just take language directly that presumably is not good, so there has to be some kind of abstract representation of ideas.
Yann LeCun
(01:25:37)
You can do this with language directly by just, X is a text and Y is a continuation of that text.
Lex Fridman
(01:25:43)
Yes.
Yann LeCun
(01:25:45)
Or X is a question, Y is the answer.
Lex Fridman
(01:25:48)
But you’re saying that’s not going to take it, that’s going to do what LLMs are doing.
Yann LeCun
(01:25:52)
Well, no, it depends on how the internal structure of the system is built. If the internal structure of the system is built in such a way that inside of the system there is a latent variable, let’s call it Z, that you can manipulate so as to minimize the output energy, then that Z can be viewed as a representation of a good answer that you can translate into a Y that is a good answer.
Lex Fridman
(01:26:19)
This system could be trained in a very similar way?
Yann LeCun
(01:26:24)
Very similar way, but you have to have this way preventing collapse of ensuring that there is high energy for things you don’t train it on. And currently, it’s very implicit in LLM, it’s done in a way that people don’t realize it’s being done, but it is being done. It is due to the fact that when you give a high probability to a word, automatically, you give low probability to other words because you only have a finite amount of probability to go around right there to sum to one. So when you minimize the cross entropy or whatever, when you train your LLM to predict the next word, you are increasing the probability your system will give to the correct word, but you’re also decreasing the probability it will give to the incorrect words.

(01:27:12)
Now, indirectly, that gives a high probability to sequences of words that are good and low probability to sequences of words that are bad, but it’s very indirect. And it’s not obvious why this actually works at all because you’re not doing it on the joint probability of all the symbols in a sequence, you factorize that probability in terms of conditional probabilities over successive tokens.
Lex Fridman
(01:27:41)
How do you do this for visual data?
Yann LeCun
(01:27:44)
We’ve been doing this with I-JEPA architectures, basically-
Lex Fridman
(01:27:46)
The joint embedding.
Yann LeCun
(01:27:47)
… I-JEPA. So there the compatibility between two things is, here’s an image or a video, here is a corrupted, shifted or transformed version of that image or video or masked. And then the energy of the system is the prediction error of the predicted representation of the good thing versus the actual representation of the good thing. So you run the corrupted image to the system, predict the representation of the good input uncorrupted, and then compute the prediction error, that’s the energy of the system. So this system will tell you if this is a good image and this is a corrupted version, it will give you zero energy if those two things, effectively, one of them is a corrupted version of the other, it gives you a high energy if the two images are completely different.
Lex Fridman
(01:28:46)
And hopefully that whole process gives you a really nice compressed representation of a visual reality?
Yann LeCun
(01:28:54)
And we know it does because then we use those representations as input to a classification system or something and that it works.

Reinforcement learning

Lex Fridman
(01:29:00)
And then that classification system works really nicely, okay. Well, so to summarize, you recommend in a spicy way that only Yann LeCun can, you recommend that we abandon generative models in favor of joint embedding architectures?
Yann LeCun
(01:29:15)
Yes.
Lex Fridman
(01:29:15)
Abandon autoregressive generation.
Yann LeCun
(01:29:17)
Yes.
Lex Fridman
(01:29:19)
This feels like court testimony, abandon probabilistic models in favor of energy based models as we talked about, abandon contrastive methods in favor of regularized methods. And let me ask you about this, you’ve been for a while, a critic of reinforcement learning.
Yann LeCun
(01:29:36)
Yes.
Lex Fridman
(01:29:38)
The last recommendation is that we abandon RL in favor of model predictive control, as you were talking about, and only use RL when planning doesn’t yield the predicted outcome, and we use RL in that case to adjust the world model or the critic.
Yann LeCun
(01:29:55)
Yes.
Lex Fridman
(01:29:57)
You’ve mentioned RLHF, reinforcement learning with human feedback, why do you still hate reinforcement learning?
Yann LeCun
(01:30:05)
I don’t hate reinforcement learning, and I think-
Lex Fridman
(01:30:07)
It’s all love, yes.
Yann LeCun
(01:30:08)
… I think it should not be abandoned completely, but I think it’s use should be minimized because it’s incredibly inefficient in terms of samples. And so the proper way to train a system is to first have it learn good representations of the world and world models from mostly observation, maybe a little bit of interactions.
Lex Fridman
(01:30:31)
And then steered based on that, if the representation is good, then the adjustments should be minimal.
Yann LeCun
(01:30:36)
Yeah. Now there’s two things, if you’ve learned a world model, you can use the world model to plan a sequence of actions to arrive at a particular objective, you don’t need RL unless the way you measure whether you succeed might be in exact. Your idea of whether you are going to fall from your bike might be wrong, or whether the person you’re fighting with MMA who’s going to do something and they do something else. So there’s two ways you can be wrong, either your objective function does not reflect the actual objective function you want to optimize or your world model is inaccurate, so the prediction you were making about what was going to happen in the world is inaccurate.

(01:31:25)
If you want to adjust your world model while you are operating in the world or your objective function, that is basically in the realm of RL, this is what RL deals with to some extent, so adjust your word model. And the way to adjust your word model even in advance is to explore parts of the space where you know that your world model is inaccurate, that’s called curiosity basically, or play. When you play, you explore parts of the space that you don’t want to do for real because it might be dangerous, but you can adjust your world model without killing yourself basically. So that’s what you want to use RL for, when it comes time to learning a particular task, you already have all the good representations, you already have your world model, but you need to adjust it for the situation at hand, that’s when you use RL.
Lex Fridman
(01:32:26)
Why do you think RLHF works so well? This enforcement learning with human feedback, why did it have such a transformational effect on large language models than before?
Yann LeCun
(01:32:38)
What’s had the transformational effect is human feedback, there is many ways to use it, and some of it is just purely supervised, actually, it’s not really reinforcement learning.
Lex Fridman
(01:32:49)
It’s the HF?
Yann LeCun
(01:32:50)
It’s the HF, and then there is various ways to use human feedback. So you can ask humans to rate multiple answers that are produced by world model, and then what you do is you train an objective function to predict that rating, and then you can use that objective function to predict whether an answer is good and you can back propagate gradient to this to fine tune your system so that it only produces highly rated answers. That’s one way, so in RL, that means training what’s called a reward model, so something that basically is a small neural net that estimates to what extent an answer is good.

(01:33:35)
It’s very similar to the objective I was talking about earlier for planning, except now it’s not used for planning, it’s used for fine-tuning your system. I think it would be much more efficient to use it for planning, but currently, it’s used to fine tune the parameters of the system. There’s several ways to do this, some of them are supervised, you just ask a human person like, what is a good answer for this? Then you just type the answer. There’s lots of ways that those systems are being adjusted.

Woke AI

Lex Fridman
(01:34:10)
Now, a lot of people have been very critical of the recently released Google’s Gemini 1.5 for essentially, in my words, I could say super woke in the negative connotation of that word. There is some almost hilariously absurd things that it does, like it modifies history like generating images of a black George Washington, or perhaps more seriously something that you commented on Twitter, which is refusing to comment on or generate images or even descriptions of Tiananmen Square or The Tank Man, one of the most legendary protest images in history. Of course, these images are highly censored by the Chinese government and therefore, everybody started asking questions of what is the process of designing these LLMs? What is the role of censorship and all that kind of stuff? So you commented on Twitter saying that open source is the answer.
Yann LeCun
(01:35:24)
Yeah.
Lex Fridman
(01:35:25)
Essentially, so can you explain?
Yann LeCun
(01:35:29)
I actually made that comment on just about every social network I can, and I’ve made that point multiple times in various forums. Here’s my point of view on this, people can complain that AI systems are biased and they generally are biased by the distribution of the training data that they’ve been trained on that reflects biases in society, and that is potentially offensive to some people or potentially not. And some techniques to de-bias then become offensive to some people because of historical incorrectness and things like that.

(01:36:23)
And so you can ask two questions, the first question is, is it possible to produce an AI system that is not biased? And the answer is, absolutely not. And it’s not because of technological challenges, although they are technological challenges to that, it’s because bias is in the eye of the beholder. Different people may have different ideas about what constitutes bias for a lot of things, there are facts that are indisputable, but there are a lot of opinions or things that can be expressed in different ways. And so you cannot have an unbiased system, that’s just an impossibility.

(01:37:08)
And so what’s the answer to this? And the answer is the same answer that we found in liberal democracy about the press, the press needs to be free and diverse. We have free speech for a good reason, is because we don’t want all of our information to come from a unique source because that’s opposite to the whole idea of democracy and progressive ideas and even science. In science, people have to argue for different opinions and science makes progress when people disagree and they come up with an answer and consensus forms, and it’s true in all democracies around the world.

(01:37:58)
There is a future which is already happening where every single one of our interaction with the digital world will be mediated by AI systems, AI assistance. We’re going to have smart glasses, you can already buy them from Meta, the Ray-Ban Meta where you can talk to them and they are connected with an LLM and you can get answers on any question you have. Or you can be looking at a monument and there is a camera in the glasses you can ask it like, what can you tell me about this building or this monument? You can be looking at a menu in a foreign language, and I think we will translate it for you, or we can do real time translation if we speak different languages. So a lot of our interactions with the digital world are going to be mediated by those systems in the near future.

(01:38:53)
Increasingly, the search engines that we’re going to use are not going to be search engines, they’re going to be dialogue systems that we just ask a question and it will answer and then point you to perhaps appropriate reference for it. But here is the thing, we cannot afford those systems to come from a handful of companies on the west coast of the US because those systems will constitute the repository of all human knowledge, and we cannot have that be controlled by a small number of people. It has to be diverse for the same reason the press has to be diverse, so how do we get a diverse set of AI assistance? It’s very expensive and difficult to train a base model, a base LLM at the moment, in the future it might be something different, but at the moment, that’s an LLM. So only a few companies can do this properly.

(01:39:50)
And if some of those top systems are open source, anybody can use them, anybody can fine tune them. If we put in place some systems that allows any group of people, whether they are individual citizens, groups of citizens, government organizations, NGOs, companies, whatever, to take those open source AI systems and fine tune them for their own purpose on their own data, then we’re going to have a very large diversity of different AI systems that are specialized for all of those things.

(01:40:35)
I tell you, I talked to the French government quite a bit, and the French government will not accept that the digital diet of all their citizens be controlled by three companies on the west coast of the US. That’s just not acceptable, it’s a danger to democracy regardless of how well-intentioned those companies are, and it’s also a danger to local culture, to values, to language. I was talking with the founder of Infosys in India, he’s funding a project to fine tune Llama 2, the open source model produced by Meta, so that Llama 2 two speaks all 22 official languages in India, it is very important for people in India. I was talking to a former colleague of mine, Moustapha Cisse, who used to be a scientist at Fair and then moved back to Africa, created a research lab for Google in Africa and now has a new startup Co-Kera.

(01:41:37)
And what he’s trying to do, is basically have LLM that speak the local languages in Senegal so that people can have access to medical information because they don’t have access to doctors, it’s a very small number of doctors per capita in Senegal. You can’t have any of this unless you have open source platforms, so with open source platforms, you can have AI systems that are not only diverse in terms of political opinions or things of that-
Yann LeCun
(01:42:00)
… AI systems that are not only diverse in terms of political opinions or things of that type, but in terms of language, culture, value systems, political opinions, technical abilities in various domains, and you can have an industry, an ecosystem of companies that fine tune those open source systems for vertical applications in industry. I don’t know, a publisher has thousands of books and they want to build a system that allows a customer to just ask a question about the content of any of their books, you need to train on their proprietary data. You have a company, we have one within Meta, it’s called Metamate, and it’s basically an LLM that can answer any question about internal stuff about the company, very useful.

(01:42:53)
A lot of companies want this. A lot of companies want this not just for their employees, but also for their customers, to take care of their customers. So the only way you’re going to have an AI industry, the only way you’re going to have AI systems that are not uniquely biased is if you have open source platforms on top of which any group can build specialized systems. So the direction of inevitable direction of history is that the vast majority of AI systems will be built on top of open source platforms.
Lex Fridman
(01:43:28)
So that’s a beautiful vision. So meaning a company like Meta or Google or so on should take only minimal fine-tuning steps after building the foundation pre-trained model as few steps as possible.

Open source

Yann LeCun
(01:43:47)
Basically.
Lex Fridman
(01:43:49)
Can Meta afford to do that?
Yann LeCun
(01:43:51)
No.
Lex Fridman
(01:43:51)
So I don’t know if you know this, but companies are supposed to make money somehow and open source is giving away… I don’t know. Mark made a video, Mark Zuckerberg, very sexy video talking about 350,000 Nvidia H100s.
Yann LeCun
(01:44:12)
Yeah, [inaudible 01:44:12]
Lex Fridman
(01:44:13)
The math of that is just for the GPUs, that’s 100 billion plus the infrastructure for training everything. So I’m no business guy, but how do you make money on that? So the division you paint is a really powerful one, but how is it possible to make money?
Yann LeCun
(01:44:32)
Okay, so you have several business models, right?
Lex Fridman
(01:44:36)
Mm-hmm.
Yann LeCun
(01:44:36)
The business model that Meta is built around is you offer a service and the financing of that service is either through ads or through business customers. So for example, if you have an LLM that can help a mom-and-pop pizza place by talking to the customers through WhatsApp, and so the customers can just order a pizza and the system will just ask them, “What topping do you want or what size, blah, blah, blah.” The business will pay for that, okay? That’s a model. Otherwise, if it’s a system that is on the more classical services, it can be ad supported or there’s several models. But the point is, if you have a big enough potential customer base and you need to build that system anyway for them, it doesn’t hurt you to actually distribute it to the open source.
Lex Fridman
(01:45:43)
Again, I’m no business guy, but if you release the open source model, then other people can do the same kind of task and compete on it, basically provide fine-tuned models for businesses.
Yann LeCun
(01:45:57)
Sure.
Lex Fridman
(01:45:59)
By the way, I’m a huge fan of all this, but is the bet that Meta is making, it’s like, “We’ll do a better job of it?”
Yann LeCun
(01:46:05)
Well, no. The bet is more, “We already have a huge user base and customer base-
Lex Fridman
(01:46:13)
Ah, right.
Yann LeCun
(01:46:14)
… so it’s going to be useful to them. Whatever we offer them is going to be useful and there is a way to derive revenue from this.
Lex Fridman
(01:46:21)
Sure.
Yann LeCun
(01:46:22)
It doesn’t hurt that we provide that system or the base model, the foundation model in open source for others to build applications on top of it too. If those applications turn out to be useful for our customers, we can just buy it from them. It could be that they will improve the platform. In fact, we see this already. There is literally millions of downloads of LLaMA 2 and thousands of people who have provided ideas about how to make it better. So this clearly accelerates progress to make the system available to a wide community of people, and there’s literally thousands of businesses who are building applications with it. So Meta’s ability to derive revenue from this technology is not impaired by the distribution of base models in open source.

AI and ideology

Lex Fridman
(01:47:26)
The fundamental criticism that Gemini is getting is that as you point out on the West Coast, just to clarify, we’re currently on the East Coast where I would suppose Meta AI headquarters would be. So there are strong words about the West Coast, but I guess the issue that happens is I think it’s fair to say that most tech people have a political affiliation with the left wing. They lean left. So the problem that people are criticizing Gemini with is that there’s in that de-biasing process that you mentioned, that their ideological lean becomes obvious. Is this something that could be escaped? You’re saying open source is the only way.
Yann LeCun
(01:48:17)
Yes.
Lex Fridman
(01:48:17)
Have you witnessed this kind of ideological lean that makes engineering difficult?
Yann LeCun
(01:48:22)
No, I don’t think the issue has to do with the political leaning of the people designing those systems. It has to do with the acceptability or political leanings of their customer base or audience. So a big company cannot afford to offend too many people, so they’re going to make sure that whatever product they put out is safe, whatever that means. It’s very possible to overdo it, and it’s impossible to do it properly for everyone. You’re not going to satisfy everyone. So that’s what I said before, you cannot have a system that is perceived as unbiased by everyone. It’s going to be you push it in one way, one set of people are going to see it as biased, and then you push it the other way and another set of people is going to see it as biased. Then in addition to this, there’s the issue of if you push the system perhaps a little too far in one direction, it’s going to be non-factual. You’re going to have Black Nazi soldiers in uniform.
Lex Fridman
(01:49:31)
Yeah, we so we should mention image generation of Black Nazi soldiers, which is not factually accurate.
Yann LeCun
(01:49:38)
Right, and can be offensive for some people as well. So it’s going to be impossible to produce systems that are unbiased for everyone. So the only solution that I see is diversity.
Lex Fridman
(01:49:53)
Diversity in the full meaning of that word, diversity of in every possible way.

Marc Andreesen

Yann LeCun
(01:49:57)
Yeah.
Lex Fridman
(01:49:59)
Marc Andreessen just tweeted today. Let me do a TL;DR. The conclusion is only startups and open source can avoid the issue that he’s highlighting with big tech. He’s asking, “Can Big Tech actually field generative AI products?” (1) Ever-escalating demands from internal activists, employee mobs, crazed executives, broken boards, pressure groups, extremist regulators, government agencies, the press, in quotes, “experts” and everything corrupting the output. (2) Constant risk of generating a bad answer or drawing a bad picture or rendering a bad video who knows what is going to say or do at any moment. (3) Legal exposure, product liability, slander, election law, many other things and so on, anything that makes Congress mad. (4) Continuous attempts to tighten grip on acceptable output, degrade the model, how good it actually is, in terms of usable and pleasant to use and effective and all that kind of stuff. (5) Publicity of bad text, images, video actual puts those examples into the training data for the next version and so on. So he just highlights how difficult this is from all kinds of people being unhappy. He said you can’t create a system that makes everybody happy.
Yann LeCun
(01:51:24)
Yes.
Lex Fridman
(01:51:25)
So if you’re going to do the fine-tuning yourself and keep it close source, essentially, the problem there is then trying to minimize the number of people who are going to be unhappy.
Yann LeCun
(01:51:36)
Yep.
Lex Fridman
(01:51:38)
You’re saying that almost impossible to do, and there are better ways to do open source
Yann LeCun
(01:51:45)
Basically. Yeah. Mark is right about a number of things that you list that indeed scare large companies. Certainly, congressional investigations is one of them, legal liability, making things that get people to hurt themselves or hurt others. Big companies are really careful about not producing things of this type because they don’t want to hurt anyone, first of all, and then second, they want to preserve their business. So it’s essentially impossible for systems like this that can inevitably formulate political opinions, and opinions about various things that may be political or not, but that people may disagree about, about moral issues and questions about religion and things like that or cultural issues that people from different communities would disagree with in the first place. So there’s only a relatively small number of things that people will agree on are basic principles, but beyond that, if you want those systems to be useful, they will necessarily have to offend a number of people inevitably.
Lex Fridman
(01:53:09)
So open source is just better and then you get-
Yann LeCun
(01:53:11)
Diversity is better, right?
Lex Fridman
(01:53:13)
And open source enables diversity.
Yann LeCun
(01:53:15)
That’s right. Open source enables diversity.
Lex Fridman
(01:53:18)
This can be a fascinating world where if it’s true that the open source world, if Meta leads the way and creates this open source foundation model world, governments will have a fine- tuned model and then potentially, people that vote left and right will have their own model and preference to be able to choose and it will potentially divide us even more. But that’s on us humans. We get to figure out basically the technology enables humans to human more effectively, and all the difficult ethical questions that humans raise will just leave it up to us to figure that out.
Yann LeCun
(01:54:02)
Yeah, there are some limits. The same way there are limits to free speech. There has to be some limit to the kind of stuff that those systems might be authorized to produce, some guardrails. So that’s one thing I’d be interested in, which is in the type of architecture that we were discussing before where the output of the system is a result of an inference to satisfy an objective, that objective can include guardrails, and we can put guardrails in open source systems. If we eventually have systems that are built with this blueprint, we can put guardrails in those systems that guarantee that there is a minimum set of guardrails that make the system non-dangerous and non-toxic, et cetera, basic things that everybody would agree on. Then the fine-tuning that people will add or the additional guardrails that people will add will cater to their community, whatever it is.
Lex Fridman
(01:55:06)
The fine-tuning will be more about the gray areas of what is hate speech, what is dangerous and all that kind of stuff, but it’s the-
Yann LeCun
(01:55:12)
Or different value systems.
Lex Fridman
(01:55:13)
Still value systems. But still even with the objectives of how to build a bioweapon, for example, I think something you’ve commented on, or at least there’s a paper where a collection of researchers is trying to understand the social impacts of these LLMs. I guess one threshold that’s nice is, does the LLM make it any easier than a search would, like a Google search would?
Yann LeCun
(01:55:39)
Right. So the increasing number of studies on this seems to point to the fact that it doesn’t help. So having an LLM doesn’t help you design or build a bioweapon or a chemical weapon if you already have access to a search engine and their library. So the increased information you get or the ease with which you get it doesn’t really help you. That’s the first thing. The second thing is, it’s one thing to have a list of instructions of how to make a chemical weapon, for example, a bioweapon. It’s another thing to actually build it, and it’s much harder than you might think, and then LLM will not help you with that.

(01:56:25)
In fact, nobody in the world, not even countries used bioweapons because most of the time they have no idea how to protect their own populations against it. So it’s too dangerous, actually, to ever use, and it’s, in fact, banned by international treaties. Chemical weapons is different. It’s also banned by treaties, but it’s the same problem. It’s difficult to use in situations that doesn’t turn against the perpetrators, but we could ask Elon Musk. I can give you a very precise list of instructions of how you build a rocket engine. Even if you have a team of 50 engineers that are really experienced building it, you’re still going to have to blow up a dozen of them before you get one that works. It’s the same with chemical weapons or bioweapons or things like this, it requires expertise in the real world that the LLM is not going to help you with.
Lex Fridman
(01:57:25)
It requires even the common sense expertise that we’ve been talking about, which is how to take language-based instructions and materialize them in the physical world requires a lot of knowledge that’s not in the instructions.
Yann LeCun
(01:57:41)
Yeah, exactly. A lot of biologists have posted on this actually, in response to those things saying, “Do you realize how hard it is to actually do the lab work?” Like, “No, this is not trivial.”

Llama 3

Lex Fridman
(01:57:51)
Yeah, and Hans Moravec comes to light once again. Just to linger on LLaMA, Marc announced that LLaMA 3 is coming out eventually. I don’t think there’s a release date, but what are you most excited about? First of all, LLaMA 2 that’s already out there and maybe the future a LLaMA 3, 4, 5, 6, 10, just the future of the open source under Meta?
Yann LeCun
(01:58:17)
Well, a number of things. So there’s going to be various versions of LLaMA that are improvements of previous LLaMAs, bigger, better, multimodal, things like that. Then in future generations, systems that are capable of planning that really understand how the world works, maybe are trained from video, so they have some world model maybe capable of the type of reasoning and planning I was talking about earlier. How long is that going to take? When is the research that is going in that direction going to feed into the product line if you want of LLaMA? I don’t know. I can’t tell you. There’s a few breakthroughs that we have to basically go through before we can get there, but you’ll be able to monitor our progress because we publish our research. So last week we published the V-JEPA work, which is a first step towards training systems for video.

(01:59:16)
Then the next step is going to be world models based on this type of idea training from video. There’s similar work at DeepMind also and taking place people, and also at UC Berkeley on world models and video. A lot of people are working on this. I think a lot of good ideas are appearing. My bet is that those systems are going to be JEPA light, they’re not going to be generative models, and we’ll see what the future will tell. There’s really good work, a gentleman called Danijar Hafner who is now DeepMind, who’s worked on models of this type that learn representations and then use them for planning or learning tasks by reinforcement training and a lot of work at Berkeley by Pieter Abbeel, Sergey Levine, a bunch of other people of that type I’m collaborating with actually in the context of some grants with my NYU hat.

(02:00:20)
Then collaboration is also through Meta ’cause the lab at Berkeley is associated with Meta in some way, so with fair. So I think it is very exciting. I haven’t been that excited about the direction of machine learning and AI since 10 years ago when Fairway was started. Before that, 30 years ago, we were working, oh, sorry, 35 on combination nets and the early days of neural nets. So I’m super excited because I see a path towards potentially human-level intelligence with systems that can understand the world, remember, plan, reason. There is some set of ideas to make progress there that might have a chance of working, and I’m really excited about this. What I like is that somewhat we get on to a good direction and perhaps succeed before my brain turns to a white sauce or before I need to retire.
Lex Fridman
(02:01:28)
Yeah. Yeah. Is it beautiful to you just the amount of GPUs involved, the whole training process on this much compute, just zooming out, just looking at earth and humans together have built these computing devices and are able to train this one brain, then we then open source, like giving birth to this open source brain trained on this gigantic compute system, there’s just the details of how to train on that, how to build the infrastructure and the hardware, the cooling, all of this kind of stuff, or are you just still that most of your excitement is in the theory aspect of it, meaning the software?
Yann LeCun
(02:02:19)
I used to be a hardware guy many years ago.
Lex Fridman
(02:02:21)
Yes. Yes, that’s right.
Yann LeCun
(02:02:22)
Decades ago.
Lex Fridman
(02:02:23)
Hardware has improved a little bit. Changed-
Yann LeCun
(02:02:26)
A little bit.
Lex Fridman
(02:02:27)
… a little bit, yeah.
Yann LeCun
(02:02:28)
Certainly, scale is necessary but not sufficient.
Lex Fridman
(02:02:32)
Absolutely.
Yann LeCun
(02:02:32)
So we certainly need competition. We’re still far in terms of compute power from what we would need to match the compute power of the human brain. This may occur in the next couple of decades, but we’re still some ways away. Certainly, in terms of power efficiency, we’re really far, so there’s a lot of progress to make in hardware. Right now, a lot of the progress is, there’s a bit coming from silicon technology, but a lot of it coming from architectural innovation and quite a bit coming from more efficient ways of implementing the architectures that have become popular, basically combination of transformers and com nets, and so there’s still some ways to go until we are going to saturate. We’re going to have to come up with new principles, new fabrication technology, new basic components perhaps based on different principles and classical digital [inaudible 02:03:41]
Lex Fridman
(02:03:42)
Interesting. So you think in order to build AMI, we potentially might need some hardware innovation too.
Yann LeCun
(02:03:52)
Well, if we want to make it ubiquitous, yeah, certainly, ’cause we’re going to have to reduce the power consumption. A GPU today is half a kilowatt to a kilowatt. Human brain is about 25 watts, and a GPU is way below the power of the human brain. You need something like 100,000 or a million to match it, so we are off by a huge factor here.

AGI

Lex Fridman
(02:04:21)
You often say that a GI is not coming soon, meaning not this year, not the next few years, potentially farther away. What’s your basic intuition behind that?
Yann LeCun
(02:04:35)
So first of all, it’s not going to be an event. The idea somehow, which is popularized by science fiction and Hollywood, that somehow somebody is going to discover the secret to AGI or human-level AI or AMI, whatever you want to call it, and then turn on a machine and then we have AGI, that’s just not going to happen. It’s not going to be an event. It’s going to be gradual progress. Are we going to have systems that can learn from video how the world works and learn good representations? Yeah. Before we get them to the scale and performance that we observe in humans it’s going to take quite a while. It’s not going to happen in one day. Are we going to get systems that can have large amount of associated memory so they can remember stuff? Yeah, but same, it’s not going to happen tomorrow. There is some basic techniques that need to be developed. We have a lot of them, but to get this to work together with a full system is another story.

(02:05:37)
Are we going to have systems that can reason and plan perhaps along the lines of objective-driven AI architectures that I described before? Yeah, but before we get this to work properly, it’s going to take a while. Before we get all those things to work together, and then on top of this, have systems that can learn hierarchical planning, hierarchical representations, systems that can be configured for a lot of different situation at hand, the way the human brain can, all of this is going to take at least a decade and probably much more because there are a lot of problems that we’re not seeing right now that we have not encountered, so we don’t know if there is an easy solution within this framework. So it’s not just around the corner. I’ve been hearing people for the last 12, 15 years claiming that AGI is just around the corner and being systematically wrong. I knew they were wrong when they were saying it. I called their bullshit.
Lex Fridman
(02:06:38)
First of all, from the birth of the term artificial intelligence, there has been a eternal optimism that’s perhaps unlike other technologies. Is it a Moravec’s paradox, the explanation for why people are so optimistic about AGI?
Yann LeCun
(02:06:57)
Don’t think it’s just Moravec’s paradox. Moravec’s paradox is a consequence of realizing that the world is not as easy as we think. So first of all, intelligence is not a linear thing that you can measure with a scale or with a single number. Can you say that humans are smarter than orangutans? In some ways, yes, but in some ways, orangutans are smarter than humans in a lot of domains that allows them to survive in the forest, for example.
Lex Fridman
(02:07:26)
So IQ is a very limited measure of intelligence. Human intelligence is bigger than what IQ, for example, measures.
Yann LeCun
(02:07:33)
Well, IQ can measure approximately something for humans, but because humans come in relatively uniform form, right?
Lex Fridman
(02:07:49)
Yeah.
Yann LeCun
(02:07:50)
But it only measures one type of ability that maybe relevant for some tasks but not others. But then if you were talking about other intelligent entities for which the basic things that are easy to them is very different, then it doesn’t mean anything. So intelligence is a collection of skills and an ability to acquire new skills efficiently. The collection of skills that a particular intelligent entity possess or is capable of learning quickly is different from the collection of skills of another one. Because it’s a multidimensional thing, the set of skills is a high dimensional space, you can’t measure, you cannot compare two things as to whether one is more intelligent than the other. It’s multidimensional.

AI doomers

Lex Fridman
(02:08:48)
So you push back against what are called AI doomers a lot. Can you explain their perspective and why you think they’re wrong?
Yann LeCun
(02:08:59)
Okay, so AI doomers imagine all kinds of catastrophe scenarios of how AI could escape or control and basically kill us all, and that relies on a whole bunch of assumptions that are mostly false. So the first assumption is that the emergence of super intelligence is going to be an event, that at some point we’re going to figure out the secret and we’ll turn on a machine that is super intelligent, and because we’d never done it before, it’s going to take over the world and kill us all. That is false. It’s not going to be an event. We’re going to have systems that are as smart as a cat, have all the characteristics of human-level intelligence, but their level of intelligence would be like a cat or a parrot maybe or something. Then we’re going to work our way up to make those things more intelligent. As we make them more intelligent, we’re also going to put some guardrails in them and learn how to put some guardrails so they behave properly.

(02:10:03)
It’s not going to be one effort, that it’s going to be lots of different people doing this, and some of them are going to succeed at making intelligent systems that are controllable and safe and have the right guardrails. If some other goes rogue, then we can use the good ones to go against the rogue ones. So it’s going to be my smart AI police against your rogue AI. So it’s not going to be like we’re going to be exposed to a single rogue AI that’s going to kill us all. That’s just not happening. Now, there is another fallacy, which is the fact that because the system is intelligent, it necessarily wants to take over. There is several arguments that make people scared of this, which I think are completely false as well.

(02:10:48)
So one of them is in nature, it seems to be that the more intelligent species otherwise end up dominating the other and even distinguishing the others sometimes by design, sometimes just by mistake. So there is thinking by which you say, “Well, if AI systems are more intelligent than us, surely they’re going to eliminate us, if not by design, simply because they don’t care about us,” and that’s just preposterous for a number of reasons. First reason is they’re not going to be a species. They’re not going to be a species that competes with us. They’re not going to have the desire to dominate because the desire to dominate is something that has to be hardwired into an intelligent system. It is hardwired in humans. It is hardwired in baboons, in chimpanzees, in wolves, not in orangutans. The species in which this desire to dominate or submit or attain status in other ways is specific to social species. Non-social species like orangutans don’t have it, and they are as smart as we are, almost, right?
Lex Fridman
(02:12:09)
To you, there’s not significant incentive for humans to encode that into the AI systems, and to the degree they do, there’ll be other AIs that punish them for it, I’ll compete them over it.
Yann LeCun
(02:12:23)
Well, there’s all kinds of incentive to make AI systems submissive to humans.
Lex Fridman
(02:12:26)
Right.
Yann LeCun
(02:12:27)
Right? This is the way we’re going to build them. So then people say, “Oh, but look at LLMs. LLMs are not controllable,” and they’re right. LLMs are not controllable. But objectively-driven AI, so systems that derive their answers by optimization of an objective means they have to optimize this objective, and that objective can include guardrails. One guardrail is, obey humans. Another guardrail is, don’t obey humans if it’s hurting other humans within limits.
Lex Fridman
(02:12:57)
Right. I’ve heard that before somewhere, I don’t remember-
Yann LeCun
(02:12:59)
Yes, maybe in a book.
Lex Fridman
(02:13:01)
Yeah, but speaking of that book, could there be unintended consequences also from all of this?
Yann LeCun
(02:13:09)
No, of course. So this is not a simple problem. Designing those guardrails so that the system behaves properly is not going to be a simple issue for which there is a silver bullet for which you have a mathematical proof that the system can be safe. It’s going to be a very progressive, iterative design system where we put those guardrails in such a way that the system behave properly. Sometimes they’re going to do something that was unexpected because the guardrail wasn’t right and we’re dd correct them so that they do it right. The idea somehow that we can’t get it slightly wrong because if we get it slightly wrong, we’ll die is ridiculous. We are just going to go progressively. It is just going to be, the analogy I’ve used many times is turbojet design. How did we figure out how to make turbojet so unbelievably reliable?

(02:14:07)
Those are incredibly complex pieces of hardware that run at really high temperatures for 20 hours at a time sometimes, and we can fly halfway around the world on a two-engine jetliner at near the speed of sound. Like how incredible is this? It’s just unbelievable. Did we do this because we invented a general principle of how to make turbojets safe? No, it took decades to fine tune the design of those systems so that they were safe. Is there a separate group within General Electric or Snecma or whatever that is specialized in turbojet safety? No. The design is all about safety, because a better turbojet is also a safer turbojet, so a more reliable one. It’s the same for AI. Do you need specific provisions to make AI safe? No, you need to make better AI systems, and they will be safe because they are designed to be more useful and more controllable.
Lex Fridman
(02:15:16)
So let’s imagine a system, AI system that’s able to be incredibly convincing and can convince you of anything. I can at least imagine such a system, and I can see such a system be weapon like because it can control people’s minds. We’re pretty gullible. We want to believe a thing, and you can have an AI system that controls it and you could see governments using that as a weapon. So do you think if you imagine such a system, there’s any parallel to something like nuclear weapons?
Yann LeCun
(02:15:53)
No.
Lex Fridman
(02:15:56)
Why is that technology different? So you’re saying there’s going to be gradual development?
Yann LeCun
(02:16:01)
Yeah.
Lex Fridman
(02:16:03)
It might be-
Lex Fridman
(02:16:00)
Gradual development is going to be, it might be rapid, but there’ll be iterative and then we’ll be able to respond and so on.
Yann LeCun
(02:16:09)
So that AI system designed by Vladimir Putin or whatever, or his minions is going to be talking to, trying to talk to every American to convince them to vote for-
Lex Fridman
(02:16:25)
Whoever.
Yann LeCun
(02:16:25)
… Whoever pleases Putin.
Lex Fridman
(02:16:28)
Sure.
Yann LeCun
(02:16:30)
Or whatever, or rile people up against each other as they’ve been trying to do. They’re not going to be talking to you, they’re going to be talking to your AI assistant, which is going to be as smart as theirs. Because as I said, in the future, every single one of your interaction with the digital world will be mediated by your AI assistant. So the first thing you’re going to ask, is this a scam? Is this thing telling me the truth? It’s not even going to be able to get to you because it’s only going to talk to your AI system or your AI system. It’s going to be like a spam filter. You’re not even seeing the email, the spam email. It’s automatically put in a folder that you never see. It’s going to be the same thing. That AI system that tries to convince you of something is going to be talking to AI assistant, which is going to be at least as smart as it, and it’s going to say, “This is spam.” It’s not even going to bring it to your attention.
Lex Fridman
(02:17:32)
So to you, it’s very difficult for any one AI system to take such a big leap ahead to where it can convince even the other AI systems. There’s always going to be this kind of race where nobody’s way ahead.
Yann LeCun
(02:17:46)
That’s the history of the world. History of the world is whenever there is a progress someplace, there is a countermeasure and it’s a cat and mouse game.
Lex Fridman
(02:17:58)
Mostly yes, but this is why nuclear weapons are so interesting because that was such a powerful weapon that it mattered who got it first. That you could imagine Hitler, Stalin, Mao getting the weapon first, and that having a different kind of impact on the world than the United States getting the weapon first. But to you, nuclear weapons, you don’t imagine a breakthrough discovery and then Manhattan Project-like effort for AI?
Yann LeCun
(02:18:35)
No. No, as I said, it’s not going to be an event. It’s going to be continuous progress. And whenever one breakthrough occurs, it’s going to be widely disseminated really quickly.
Lex Fridman
(02:18:48)
Yeah.
Yann LeCun
(02:18:48)
Probably first within industry. This is not a domain where government or military organizations are particularly innovative and they’re in fact way behind. And so this is going to come from industry and this kind of information disseminates extremely quickly. We’ve seen this over the last few years where you have a new … Even take AlphaGo, this was reproduced within three months even without particularly detailed information, right?
Lex Fridman
(02:19:18)
Yeah. This is an industry that’s not good at secrecy. But people [inaudible 02:19:22]-
Yann LeCun
(02:19:21)
No. But even if there is, just the fact that you know that something is possible makes you realize that it’s worth investing the time to actually do it. You may be the second person to do it, but you’ll do it. And same for all the innovations of self supervision in transformers, decoder only architectures, LLMS. Those things, you don’t need to know exactly the details of how they work to know that it’s possible because it’s deployed and then it’s getting reproduced. And then people who work for those companies move. They go from one company to another and the information disseminates. What makes the success of the US tech industry and Silicon Valley in particular is exactly that, is because the information circulates really, really quickly and disseminates very quickly. And so the whole region is ahead because of that circulation of information.
Lex Fridman
(02:20:24)
Maybe just to linger on the psychology of AI doomers, you give, in the classic Yann LeCun way, a pretty good example of just when a new technology comes to be, you say engineer says, “I invented this new thing. I call it a ball pen.” And then the Twitter sphere responds, “OMG people could write horrible things with it, like misinformation, propaganda, hate speech. Ban it now.” Then writing doomers come in, akin to the AI doomers, “Imagine if everyone can get a ball pen. This could destroy society. There should be a law against using ball pen to write hate speech, regulate ball pens now.” And then the pencil industry mogul says, “Yeah, ball pens are very dangerous. Unlike pencil writing, which is erasable, ball pen writing stays forever. Government should require a license for a pen manufacturer.” This does seem to be part of human psychology when it comes up against new technology. What deep insights can you speak to about this?
Yann LeCun
(02:21:37)
Well, there is a natural fear of new technology and the impact it can have in society. And people have instinctive reaction to the world they know being threatened by major transformations that are either cultural phenomena or technological revolutions. And they fear for their culture, they fear for their job, they fear for the future of their children and their way of life. So any change is feared. And you see this along history, any technological revolution or cultural phenomenon was always accompanied by groups or reaction in the media that basically attributed all the current problems of society to that particular change. Electricity was going to kill everyone at some point. The train was going to be a horrible thing because you can’t breathe past 50 kilometers an hour. And so there’s a wonderful website called the Pessimist Archive.
Lex Fridman
(02:22:56)
It’s great.
Yann LeCun
(02:22:57)
Which has all those newspaper clips of all the horrible things people imagine would arrive because of either a technological innovation or a cultural phenomenon, just wonderful examples of jazz or comic books being blamed for unemployment or young people not wanting to work anymore and things like that. And that has existed for centuries and it’s knee-jerk reactions. The question is do we embrace change or do we resist it? And what are the real dangers as opposed to the imagined ones?
Lex Fridman
(02:23:51)
So people worry about, I think one thing they worry about with big tech, something we’ve been talking about over and over, but I think worth mentioning again, they worry about how powerful AI will be and they worry about it being in the hands of one centralized power of just a handful of central control. And so that’s the skepticism with big tech you make, these companies can make a huge amount of money and control this technology, and by so doing take advantage, abuse the little guy in society.
Yann LeCun
(02:24:29)
Well, that’s exactly why we need open source platforms.
Lex Fridman
(02:24:31)
Yeah, I just wanted to nail the point home more and more.
Yann LeCun
(02:24:37)
Yes.

Joscha Bach

Lex Fridman
(02:24:38)
So let me ask you on your, like I said, you do get a little bit flavorful on the internet. Joscha Bach tweeted something that you LOL’d at in reference to HAL 9,000. Quote, “I appreciate your argument and I fully understand your frustration, but whether the pod bay doors should be opened or closed is a complex and nuanced issue.” So you’re at the head of Meta AI. This is something that really worries me, that our AI overlords will speak down to us with corporate speak of this nature, and you resist that with your way of being. Is this something you can just comment on, working at a big company, how you can avoid the over fearing, I suppose, through caution create harm?
Yann LeCun
(02:25:41)
Yeah. Again, I think the answer to this is open source platforms and then enabling a widely diverse set of people to build AI assistance that represent the diversity of cultures, opinions, languages, and value systems across the world so that you’re not bound to just be brainwashed by a particular way of thinking because of a single AI entity. So, I think it’s a really, really important question for society. And the problem I’m seeing is that, which is why I’ve been so vocal and sometimes a little sardonic about it-
Lex Fridman
(02:26:25)
Never stop. Never stop, Yann. We love it.
Yann LeCun
(02:26:29)
… is because I see the danger of this concentration of power through proprietary AI systems as a much bigger danger than everything else. That if we really want diversity of opinion AI systems, that in the future where we’ll all be interacting through AI systems, we need those to be diverse for the preservation of diversity of ideas and creed and political opinions and whatever, and the preservation of democracy. And what works against this is people who think that for reasons of security, we should keep the AI systems under lock and key because it’s too dangerous to put it in the hands of everybody, because it could be used by terrorists or something. That would lead to potentially a very bad future in which all of our information diet is controlled by a small number of companies through proprietary systems.
Lex Fridman
(02:27:42)
So you trust humans with this technology to build systems that are on the whole good for humanity.
Yann LeCun
(02:27:53)
Isn’t that what democracy and free speech is all about?
Lex Fridman
(02:27:56)
I think so.
Yann LeCun
(02:27:57)
Do you trust institutions to do the right thing?
Lex Fridman
(02:27:59)
Sure.
Yann LeCun
(02:28:00)
Do you trust people to do the right thing? And yeah, there’s bad people who are going to do bad things, but they’re not going to have superior technology to the good people. So then it’s going to be my good AI against your bad AI, right? There’s the examples that we were just talking about of maybe some rogue country will build some AI system that’s going to try to convince everybody to go into a civil war or something or elect a favorable ruler, but then they will have to go past our AI systems.
Lex Fridman
(02:28:35)
Right. An AI system with a strong Russian accent will be trying to convince our-
Yann LeCun
(02:28:40)
And doesn’t put any articles in their sentences.

Humanoid robots

Lex Fridman
(02:28:45)
Well, it’ll be at the very least, absurdly comedic. Okay. So since we talked about the physical reality, I’d love to ask your vision of the future with robots in this physical reality. So many of the kinds of intelligence that you’ve been speaking about would empower robots to be more effective collaborators with us humans. So since Tesla’s Optimus team has been showing us some progress on humanoid robots, I think it really reinvigorated the whole industry that I think Boston Dynamics has been leading for a very, very long time. So now there’s all kinds of companies Figure AI, obviously Boston Dynamics.
Yann LeCun
(02:29:30)
Unitree.
Lex Fridman
(02:29:30)
Unitree, but there’s a lot of them.
Yann LeCun
(02:29:33)
There’s a few of them.
Lex Fridman
(02:29:33)
It’s great. It’s great. I love it. So do you think there’ll be millions of humanoid robots walking around soon?
Yann LeCun
(02:29:44)
Not soon, but it’s going to happen. The next decade I think is going to be really interesting in robots, the emergence of the robotics industry has been in the waiting for 10, 20 years without really emerging other than for pre-program behavior and stuff like that. And the main issue is, again, the Moravec paradox, how do we get those systems to understand how the world works and plan actions? And so we can do it for really specialized tasks. And the way Boston Dynamics goes about it is basically with a lot of handcrafted dynamical models and careful planning in advance, which is very classical robotics with a lot of innovation, a little bit of perception, but it’s still not, they can’t build a domestic robot.

(02:30:41)
We’re still some distance away from completely autonomous level five driving, and we’re certainly very far away from having level five autonomous driving by a system that can train itself by driving 20 hours like any 17-year-old. So until we have, again, world models, systems that can train themselves to understand how the world works, we’re not going to have significant progress in robotics. So a lot of the people working on robotic hardware at the moment are betting or banking on the fact that AI is going to make sufficient progress towards that,
Lex Fridman
(02:31:28)
And they’re hoping to discover a product in it too. Because before you have a really strong world model, there’ll be an almost strong world model and people are trying to find a product in a clumsy robot, I suppose, not a perfectly efficient robot. So there’s the factory setting where humanoid robots can help automate some aspects of the factory. I think that’s a crazy difficult task because of all the safety required and all this kind of stuff. I think in the home is more interesting, but then you start to think, I think you mentioned loading the dishwasher, right?
Yann LeCun
(02:32:03)
Yeah.
Lex Fridman
(02:32:04)
I suppose that’s one of the main problems you’re working on.
Yann LeCun
(02:32:07)
There’s cleaning up, cleaning the house, clearing up the table after a meal.
Lex Fridman
(02:32:17)
Sure.
Yann LeCun
(02:32:18)
Washing the dishes, all those tasks, cooking. All the tasks that in principle could be automated but are actually incredibly sophisticated, really complicated.
Lex Fridman
(02:32:28)
But even just basic navigation around a space full of uncertainty.
Yann LeCun
(02:32:32)
That works. You can do this now, navigation is fine.
Lex Fridman
(02:32:37)
Well, navigation in a way that’s compelling to us humans is a different thing.
Yann LeCun
(02:32:42)
Yeah, it’s not going to be necessarily … We have demos actually, because there is a so-called embodied AI group at fair, and they’ve been not building their own robots, but using commercial robots. And you can tell the robot dog go to the fridge and they can actually open the fridge and they can probably pick up a can in the fridge and stuff like that and bring it to you. So it can navigate, it can grab objects as long as it’s been trained to recognize them, which vision systems work pretty well nowadays, but it’s not like a completely general robot that would be sophisticated enough to do things like clearing up the dinner table.
Lex Fridman
(02:33:31)
To me, that’s an exciting future of getting humanoid robots, robots in general in the home more and more, because it gets humans to really directly interact with AI systems in the physical space. And in so doing it allows us to philosophically, psychologically explore our relationships with robots. Going to be really, really, really interesting. So I hope you make progress on the whole JEPA thing soon.
Yann LeCun
(02:33:54)
Well, I hope things can work as planned. Again, we’ve been working on this idea of self supervised running from video for 10 years, and only made significant progress in the last two or three.
Lex Fridman
(02:34:11)
And actually you’ve mentioned that there’s a lot of interesting breakage that can happen without having access to a lot of compute. So if you’re interested in doing a PhD in this kind of stuff, there’s a lot of possibilities still to do innovative work. So what advice would you give to an undergrad that’s looking to go to grad school and do a PhD?
Yann LeCun
(02:34:33)
Basically, I’ve listed them already, this idea of how do you train a world model by observation? And you don’t have to train necessarily on gigantic data sets. It could turn out to be necessary, to actually train on large data sets, to have emergent properties like we have with other lamps. But I think there is a lot of good ideas that can be done without necessarily scaling up than there is how do you do planning with a learn world model? If the world the system evolves in is not the physical world, but is the world of let’s say the internet or some sort of world where an action consists in doing a search in a search engine or interrogating a database or running a simulation or calling a calculator or solving a differential equation, how do you get a system to actually plan a sequence of actions to give the solution to a problem?

(02:35:29)
And so the question of planning is not just a question of planning physical actions. It could be planning actions to use tools for a dialogue system or for any kind of intelligence system. And there’s some work on this, but not a huge amount. Some work at fair, one called Toolformer, which was a couple years ago and some more recent work on planning, but I don’t think we have a good solution for any of that. Then there is the question of hierarchical planning. So the example I mentioned of planning a trip from New York to Paris, that’s hierarchical, but almost every action that we take involves hierarchical planning in some sense, and we really have absolutely no idea how to do this.

(02:36:20)
There’s zero demonstration of hierarchical planning in AI where the various levels of representations that are necessary have been learned. We can do two level hierarchical planning when we designed the two levels. So for example, you have a dog-like robot, you want it to go from the living room to the kitchen. You can plan a path that avoids the obstacle, and then you can send this to a lower level planner that figures out how to move the legs to follow that trajectories. So that works, but that two level planning is designed by hand.

(02:37:05)
We specify what the proper levels of abstraction, the representation at each level of abstraction have to be. How do you learn this? How do you learn that hierarchical representation of action plans? With [inaudible 02:37:21] and deep learning, we can train the system to learn hierarchical representations of percepts. What is the equivalent when what you’re trying to represent are action plans?
Lex Fridman
(02:37:30)
For action plans, yeah. So you want basically a robot dog or humanoid robot that turns on and travels from New York to Paris all by itself.
Yann LeCun
(02:37:41)
For example.
Lex Fridman
(02:37:43)
It might have some trouble at the TSA.
Yann LeCun
(02:37:47)
No, but even doing something fairly simple like a household task, like cooking or something.

Hope for the future

Lex Fridman
(02:37:53)
Yeah, there’s a lot involved. It’s a super complex task and once again, we take it for granted. What hope do you have for the future of humanity? We’re talking about so many exciting technologies, so many exciting possibilities. What gives you hope when you look out over the next 10, 20, 50, a hundred years? If you look at social media, there’s wars going on, there’s division, there’s hatred, all this kind of stuff that’s also part of humanity. But amidst all that, what gives you hope?
Yann LeCun
(02:38:29)
I love that question. We can make humanity smarter with AI. AI basically will amplify human intelligence. It’s as if every one of us will have a staff of smart AI assistants. They might be smarter than us. They’ll do our bidding, perhaps execute a task in ways that are much better than we could do ourselves, because they’d be smarter than us. And so it’s like everyone would be the boss of a staff of super smart virtual people. So we shouldn’t feel threatened by this any more than we should feel threatened by being the manager of a group of people, some of whom are more intelligent than us. I certainly have a lot of experience with this, of having people working with me who are smarter than me.

(02:39:35)
That’s actually a wonderful thing. So having machines that are smarter than us, that assist us in all of our tasks, our daily lives, whether it’s professional or personal, I think would be an absolutely wonderful thing. Because intelligence is the commodity that is most in demand. That’s really what I mean. All the mistakes that humanity makes is because of lack of intelligence really, or lack of knowledge, which is related. So making people smarter, we just can only be better. For the same reason that public education is a good thing and books are a good thing, and the internet is also a good thing, intrinsically and even social networks are a good thing if you run them properly.

(02:40:21)
It’s difficult, but you can. Because it helps the communication of information and knowledge and the transmission of knowledge. So AI is going to make humanity smarter. And the analogy I’ve been using is the fact that perhaps an equivalent event in the history of humanity to what might be provided by generalization of AI assistant is the invention of the printing press. It made everybody smarter, the fact that people could have access to books. Books were a lot cheaper than they were before, and so a lot more people had an incentive to learn to read, which wasn’t the case before.

(02:41:14)
And people became smarter. It enabled the enlightenment. There wouldn’t be an enlightenment without the printing press. It enabled philosophy, rationalism, escape from religious doctrine, democracy, science. And certainly without this, there wouldn’t have been the American Revolution or the French Revolution. And so we would still be under a feudal regimes perhaps. And so it completely transformed the world because people became smarter and learned about things. Now, it also created 200 years of essentially religious conflicts in Europe because the first thing that people read was the Bible and realized that perhaps there was a different interpretation of the Bible than what the priests were telling them. And so that created the Protestant movement and created the rift. And in fact, the Catholic Church didn’t like the idea of the printing press, but they had no choice. And so it had some bad effects and some good effects.

(02:42:32)
I don’t think anyone today would say that the invention of the printing press had a overall negative effect despite the fact that it created 200 years of religious conflicts in Europe. Now, compare this, and I thought I was very proud of myself to come up with this analogy, but realized someone else came with the same idea before me, compare this with what happened in the Ottoman Empire. The Ottoman Empire banned the printing press for 200 years, and he didn’t ban it for all languages, only for Arabic. You could actually print books in Latin or Hebrew or whatever in the Ottoman Empire, just not in Arabic.

(02:43:20)
And I thought it was because the rulers just wanted to preserve the control over the population and the religious dogma and everything. But after talking with the UAE Minister of AI, Omar Al Olama, he told me no, there was another reason. And the other reason was that it was to preserve the corporation of calligraphers. There’s an art form, which is writing those beautiful Arabic poems or whatever, religious text in this thing. And it was a very powerful corporation of scribes basically that run a big chunk of the empire, and we couldn’t put them out of business. So they banned the printing press in part to protect that business.

(02:44:21)
Now, what’s the analogy for AI today? Who are we protecting by banning AI? Who are the people who are asking that AI be regulated to protect their jobs? And of course, it’s a real question of what is going to be the effect of a technological transformation like AI on the job market and the labor market? And there are economists who are much more expert at this than I am, but when I talk to them, they tell us we’re not going to run out of the job. This is not going to cause mass unemployment. This is just going to be gradual shift of different professions.

(02:45:02)
The professions that are going to be hot 10 or 15 years from now, we have no idea today what they’re going to be. The same way, if you go back 20 years in the past, who could have thought 20 years ago that the hottest job, even five, 10 years ago, was mobile app developer? Smartphones weren’t invented.
Lex Fridman
(02:45:23)
Most of the jobs of the future might be in the Metaverse.
Yann LeCun
(02:45:27)
Well, it could be, yeah.
Lex Fridman
(02:45:29)
But the point is you can’t possibly predict. But you’re right. You made a lot of strong points. And I believe that people are fundamentally good. And so if AI, especially open source AI, can make them smarter, it just empowers the goodness in humans.
Yann LeCun
(02:45:48)
So I share that feeling, I think people are fundamentally good. And in fact, a lot of doomers are doomers because they don’t think that people are fundamentally good, and they either don’t trust people or they don’t trust the institution to do the right thing so that people behave properly.
Lex Fridman
(02:46:10)
Well, I think both you and I believe in humanity, and I think I speak for a lot of people in saying thank you for pushing the open source movement, pushing to making both research and AI open source, making it available to people, and also the models themselves, making it open source. So thank you for that. And thank you for speaking your mind in such colorful and beautiful ways on the internet. I hope you never stop. You’re one of the most fun people I know and get to be a fan of. So Yann, thank you for speaking to me once again, and thank you for being you.
Yann LeCun
(02:46:44)
Thank you, Lex.
Lex Fridman
(02:46:45)
Thanks for listening to this conversation with Yann LeCun. To support this podcast, please check out our sponsors in the description. And now, let me leave you with some words from Arthur C. Clarke. The only way to discover the limits of the possible is to go beyond them, into the impossible. Thank you for listening and hope to see you next time.

Transcript for Serhii Plokhy: History of Ukraine, Russia, Soviet Union, KGB, Nazis & War | Lex Fridman Podcast #415

This is a transcript of Lex Fridman Podcast #415 with Serhii Plokhy.
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Table of Contents

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Introduction

Serhii Plokhy
(00:00:00)
What happened during World War II? Was that once the Germans started to run out of manpower, they created foreign legion groups. But because those people were not Aryans, they couldn’t be trusted. So they were put under the command of Heinrich Himmler and the commando SS, and became known as SS Waffen units, and one of such units was created in Ukraine.
Lex Fridman
(00:00:33)
The following is a conversation with Serhii Plokhy, a historian at Harvard University and the director of the Ukrainian Research Institute, also at Harvard. As a historian, he specializes in the history of Eastern Europe with an emphasis on Ukraine. He wrote a lot of great books on Ukraine and Russia, the Soviet Union, on Slavic peoples in general across centuries, on Chernobyl and nuclear disasters, and on the current war in Ukraine, a book titled The Russo-Ukrainian War: The Return of History.

(00:01:09)
This is the Lex Fridman podcast. To support it, please check out our sponsors in the description. And now, dear friends, here’s Serhii Plokhy. What are the major explanations for the collapse of the Soviet Union? Maybe ones you agree with and ones you disagree with.

Collapse of the Soviet Union

Serhii Plokhy
(00:01:25)
Very often people confuse three different processes that were taking place in the late ’80s and early ’90s, and the one was the collapse of communism as ideology. Another was the end of the Cold War. And the third one was the end of the Soviet Union.

(00:01:47)
All of this processes were interrelated, interconnected, but when people provide ideology as the explanation for all of these processes, that’s where I disagree, because ideological collapse happened on the territory of the Soviet Union in general. The Soviet Union lost the Cold War, whether we’re talking about Moscow, Leningrad, or St. Petersburg now, or Vladivostok. But the fall of the Soviet Union is about a story in which Vladivostok and St. Petersburg ended up in one country, and Kyiv, Minsk and Dushanbe ended in different countries.

(00:02:28)
The theories and explanations about how did that happen, for me, this really very helpful theories for understanding the Soviet collapse. So the mobilization from below the collapse of the center, against the background of economic collapse, against the background of ideological implosion, that’s how I look at the fall of the Soviet Union and that’s how I look at the theories that explain that collapse.
Lex Fridman
(00:03:03)
So it’s a story of geography, ideology, economics. Which are the most important to understand of what made the collapse of the Soviet Union happen?
Serhii Plokhy
(00:03:14)
The Soviet collapse was unique, but not more unique than collapse of any other empire. What we really witnessed, or the world witnessed back in 1991, and we continue to witness today with the Russian aggression against Ukraine, is a collapse of one of the largest world empires.

(00:03:36)
We talked about the Soviet Union, and now talk about Russia, as possessing plus-minus 1/6th of the surface of the Earth. You don’t get in possession of 1/6th of the earth by being a nation state. You get that sort of size as an empire. And the Soviet collapse is continuation of the disintegration of the Russian Empire that started back in 1917, that was arrested for some period of time by the Bolsheviks, by the Communist ideology, which was internationalist ideology. And then came back in full force in the late ’80s and early ’90s.

(00:04:19)
So the most important story for me, this is the story of the continuing collapse of the Russian Empire and the rise of not just local nationalism, but also rise of Russian nationalism that turned out to be as a destructive force for the imperial or multi-ethnic, multinational state, as was Ukrainian nationalism or Georgian or Estonian for that matter.
Lex Fridman
(00:04:49)
You said a lot of interesting stuff there. In 1917, Bolsheviks, internationalists, how that plays with the idea of Russian Empire and so on. But first, let me ask about US influence on this. One of the ideas is that through the Cold War, that mechanism, US had major interest to weaken the Soviet Union, and therefore the collapse could be attributed to pressure and manipulation from the United States. Is there truth to that?
Serhii Plokhy
(00:05:18)
The pressure from the United States, this is part of the Cold War. And Cold War, part of that story, but it doesn’t explain the Soviet collapse. And the reason is quite simple. The United States of America didn’t want the Soviet Union to collapse and disintegrate. They didn’t want that at the start of the Cold War in 1948. We now have the strategic documents. They were concerned about that, they didn’t want to do that. And certainly they didn’t want to do that in the year 1991. As late as August of 1991, the month of the coup in Moscow, President Bush, George H.W. Bush, travels from Moscow to Kyiv and gives famous or infamous speech called Chicken Kiev speech, basically warning Ukrainians against going for independence.

(00:06:16)
The Soviet collapse was a huge headache for the administration in the White House for a number of reasons. They liked to work with Gorbachev. The Soviet Union was emerging as a junior partner of the United States on the international arena. Collapse was destroying all of that. And on the top of that, there was a question of the nuclear weapons, unaccounted nuclear weapons. So the United States was doing everything humanly possible to keep the Soviet Union together in one piece until really late November of 1991, when it became clear that it was a lost cause and they had to say goodbye to Gorbachev and to the project that he introduced.

(00:07:05)
A few months later, or a year later, there was a presidential campaign and Bush was running for the second term and was looking for achievements. And there were many achievements. I basically treat him with great respect, but destruction of the Soviet Union was not one of those achievements. He was on the other side of that divide. But the politics, the political campaign, of course, have their own rules. And they produce, give birth to mythology, which we still, at least in this country, we live until now, until today.
Lex Fridman
(00:07:44)
Gorbachev is an interesting figure in all of this. Is there a possible history where the Soviet Union did not collapse and some of the ideas that Gorbachev had for the future of the Soviet Union came to life?
Serhii Plokhy
(00:07:58)
Of course, history, on the one hand, there is a statement, it doesn’t allow for what-ifs. On the other hand, in my opinion, history is full of what-if. That’s what history is about, and certainly the Russian areas, how the Soviet Union would continue, would continue beyond, let’s say, Gorbachev’s tenure. And the argument has been made that the reforms that he introduced, that they were mismanaged and they could be managed differently, or there could be no reforms and there could be continuing stagnation. So that is all possible.

(00:08:36)
What I think would happen one way or another is the Soviet collapse in a different form, on somebody else’s watch at some later period in time. Because we’re dealing with not just processes that we’re happening in the Soviet Union, we’re dealing with global processes. And the 20th century turned out to be the century of the disintegration of the empires.

(00:09:03)
You look at the globe, at the map of the world in 1914, and you compare it to the map at the end of the 20th century in 1991, 1992, and suddenly you realize that there are many candidates for being the most important event, the most important process in the 20th century. But the biggest global thing that happened was redrawing the map of the world and producing dozens, if not hundreds, of new states. That’s the outcome of the different processes of the 20th century. Look, Yugoslavia is falling apart around the same time. Czechoslovakia goes through what can be called a civilized divorce, a very, very rare occurrence in the fall of multinational states.

(00:09:55)
So yeah, the writing was on the wall, whether it would happen under Gorbachev or later, whether it would happen as the result of reforms, or as the result of no reforms. But I think that sooner later that would happen.
Lex Fridman
(00:10:11)
Yeah, it’s very possible hundreds of years from now, the way the 20th century is written about, as the century defined by the collapse of empires. You call the Soviet Union “the last empire.” The book is called The Last Empire. So is there something fundamental about the way the world is that means it’s not conducive to the formation of empires?
Serhii Plokhy
(00:10:35)
The meaning that I was putting in the term the Soviet Union as the last empire was that the Soviet collapse was the collapse of the last major European empires, traditional empires, that was there in the 18th century, 19th century, and through most of the 20th century. The Austria-Hungary died in the midst of World War I. The Ottoman Empire disintegrated. The Brits were gone and left India. And the successor to the Russian Empire called the Soviet Union was still hanging on there.

(00:11:15)
And then came 1991. And what we see even with today’s Russia, is it’s a very different sort of policies. The Russia or Russian leadership tried to learn a lesson from 1991, so there is no national republics in the Russian Federation that would have more rights than the Russian administrative units. The structure is different, the nationality policies are different, the level of Russification is much higher. So it is in many ways already a post-imperial formation.
Lex Fridman
(00:11:59)
And you’re right about that moment in 1991, the role that Ukraine played in that, seems to be a very critical role. You can describe just that, what role Ukraine played in the collapse of the Soviet Union?
Serhii Plokhy
(00:12:15)
History is many things, but it started in a very simple way of making notes on the yearly basis, what happened this year and that. So it’s about chronology. Chronology in the history of the collapse of the Soviet Union is very important. You have Ukrainian referendum on December 1st, 1991, and you have dissolution of the Soviet Union by the leaders of Russia, Ukraine, and Belarus one week later. And the question is why.

(00:12:46)
Ukrainian referendum is the answer, but Ukrainians didn’t answer their referendum question of whether they want the Soviet Union to be dissolved or not. They answered very limited in terms of … It’s been a question whether you support the decision of [foreign language 00:13:06], your parliament, for Ukraine to go independent. And the rest was not on the ballot. So why then, one week later, the Soviet Union is gone? And President Yeltsin explained to President Bush around that time the reason why Ukraine was so important. He said that, “Well, if Ukraine is gone, Russia is not interested in this Soviet project because Russia would be outnumbered and outvoted by the Muslim republics.” So there was a cultural element.

(00:13:42)
But there was also another one. Ukraine happened to be the second-largest Soviet republic in then post-Soviet state, in terms of population, in terms of the economy, economic potential, and so on and so forth. And as Yeltsin suggested close culturally, linguistically and otherwise to Russia. So with the second-largest republic gone, Russia didn’t think that it was in Russia’s interest to continue with the Soviet Union. And around that time Yegor Gaidar, who was the chief economic advisor of Yeltsin, was telling him, “Well, we just don’t have money anymore to support other republics. We have to focus on Russia. We have to use oil and gas money within the Russian Federation.” So the state was bankrupt. Imperial projects, at least in the context of the late 20th century, they costed money. It wasn’t a money-making machine as it was back in the 18th and 19th century. And the combination of all this factors led to the processes in which Ukraine’s decision to go independent spelled the end to the Soviet Union. And if today anybody wants to restore, not the Soviet Union, but some form of Russian control over the post-Soviet space, Ukraine is as important today as it was back in December of 1991.
Lex Fridman
(00:15:14)
Let me ask you about Vladimir Putin’s statement that the collapse of the Soviet Union is one of the great tragedies of history. To what degree does he have a point? To what degree is he wrong?
Serhii Plokhy
(00:15:29)
His formulation was that this is the greatest geopolitical catastrophe or tragedy of the 20th century. And I specifically went and looked at the text and put it in specific time when it was happening. And it was interesting that the statement was made a few weeks before the May 9 parade and celebrations of the victory, a key part of the mythology of the current Russian state. So why say things about the Soviet collapse being the largest geopolitical strategy, and not in that particular context, the Second World War?

(00:16:14)
My explanation at least is that the World War II, the price was enormous, but the Soviet Union emerged as a great victor and captured half of Europe. 1991, in terms of the lives lost at that point, the price was actually very, very low. But for Putin, what was important that the state was lost, and he in particular was concerned about the division of the Russian people, which he understood back then like he understands now in very, very broad terms.

(00:16:54)
So for him, the biggest tragedy is not the loss of life, the biggest tragedy is the loss of the great power status or the unity of those whom he considered to be Russian nations. So at least this is my reading, this is my understanding of what is there, what is on the paper, and what is between the lines.
Lex Fridman
(00:17:17)
So both the unity of the, quote, Russian Empire and the status of the superpower?
Serhii Plokhy
(00:17:25)
That’s how I read it.

Origins of Russia and Ukraine

Lex Fridman
(00:17:27)
You wrote a book, The Origins of the Slavic Nations. So let’s go back into history. What is the origin of Slavic nations?
Serhii Plokhy
(00:17:37)
We can look at that from different perspectives, and we are now making major breakthroughs in answering this question with the very interesting, innovative linguistic analysis, the study of DNA. So that’s really the new frontier. We are getting into a pre-historical period where there is no historical sources.

(00:18:02)
And from what we can understand today, and that can of course change tomorrow with all these breakthroughs in sciences, is that the Slavs came into existence somewhere in the area of Pripyat Marshes, the northwestern part of Ukraine, southwestern part of Belarus, eastern part of Poland. And that is considered to be historical homeland of Slavs. And then they spread, and they spread all the way to the Adriatic. So we have Kurds, we have Russians spreading all the way to the Pacific. We have Ukrainians, we have Belarusians, Poles. Once we had Czechoslovaks, now we have Czechs and Slovaks. That’s the story of starting with the 8th and 9th century, even a little bit early, we can already follow that story with the help of the written sources, mostly from Byzantine, then later from Western Europe.

(00:19:07)
But what I was trying to do, not being a scientist, not being an expert in linguistics, or not being an expert in DNA analysis, I was trying to see what was happening in the minds of those peoples, and their elites in particular. Whom we call today not Slavs, but Eastern Slavs, which means Russians, Ukrainians and Belarusians. How they imagined themselves, how they imagined their world. And eventually I look at the so-called nation-building projects.

(00:19:41)
So trying to answer the question of how we arrived to the situation in which we are today, where there are not just three East Slavic nations, but there are also three East Slavic states, Russian, Ukrainian, and Belarusian. This is the focus of my book. And admittedly, in that particular book, I end on the 18th century before the era of nationalism. But then there are other books like Lost Kingdom, where I bring the story all the way up to today.
Lex Fridman
(00:20:15)
What aspects of the 8th and 9th century the East Slavic states permeates to today that we should understand?
Serhii Plokhy
(00:20:25)
Well, the most important one is that the existence of the state of Kievan Rus, back during the medieval period, created the foundations for historical mythology, common historical mythology. And there are just wars and battles over who has the right or more right for Kievan Rus.

(00:20:48)
The legal code that was created at that time existed for a long period of time. The acceptance of Christianity from Byzantium, that became a big issue that separated then Eastern Slavs from their Western neighbors, including Czechs and Poles, but united in that way to, let’s say, Bulgarians or Serbs. And the beginning of the written literature, beginning in Kyiv. So all of that is considered to be part of heritage, all of that is being contested. And this debates that were academic for a long period of time, what we see now tragically are being continued on the battlefield.
Lex Fridman
(00:21:38)
What is Kyiv? What is Rus that you mentioned? What’s the importance of these? You mentioned them as the defining places and terms, labels, at the beginning of all of this, so what is Kyiv?
Serhii Plokhy
(00:21:54)
Kyiv became a capital or the outpost of the Vikings who were trying to establish control over the trade route between what is today’s western Russia and Belarus and northern Ukraine, so the forest areas. And the biggest and the richest market in the world that existed at that time, which was in Constantinople, in Byzantium.

(00:22:27)
The idea was to get whatever goods you can get in that part of Eastern Europe, and most of those goods were slaves, local population. Put them on the ships in Kyiv, because Kyiv was on the border with the steppe zones. Steppe zones were controlled by other groups, Scythians, Sarmations, Polovtsians, Pechenegs, and so on, and you name it. And then staying on the river, being protected from attacks of the nomads to come to the Black Sea and sell these products in Constantinople. That was the idea, that was the model.

(00:23:11)
Vikings tried to practice that sort of business model also in other parts of Europe, and like in other parts of Europe, they turned out to be by default creators of new politics, of new states. And that was the story of the first Kievan dynasty, and Kyiv as the capital of that huge empire that was going from the Baltics to today, central Ukraine, and then was trying to get through the southern Ukraine to the Black Sea, that was a major, major European state kingdom, if you want to call it, of medieval Europe. Creating a lot of tradition in terms of dynasty, in terms of language, in terms of religion, in terms of, again, historical mythology. So Kyiv is central for the nation-building myth of a number of groups in the region.
Lex Fridman
(00:24:20)
In one perspective and narrative, Kyiv is at the center of this Russian Empire. At which point does Moscow come to prominence as the center of the Russian Empire?
Serhii Plokhy
(00:24:36)
Well, the Russian Empire is a term and really creation of the 18th century. What we have for the Kievan, we call it Kievan Rus, again, this is a term of the 19th century, they call themselves Rus.
Lex Fridman
(00:24:49)
Rus.
Serhii Plokhy
(00:24:51)
And there was metropolitanate of Rus and there was Rus principalities. So very important to keep in mind that Rus is not Russia because that was a self-name for all multiple groups on that territory. And Moscow doesn’t exist at the time when Kyiv emerges as the capital. The first reference to Moscow comes from the 12th century when it was founded by one of the Kievan princes.

(00:25:25)
And Moscow comes to prominence really in a very different context and with a very different empire running the show in the region. The story of Moscow and the rise of Moscow, this is the story of the Mongol rule over former Rus lands and former Rus territories. The part of the former Rus eventually overthrows the Mongol control with the help of the small group of people called Lithuanians, which had a young state and young dynasty, and united this lands, which were mostly in today’s terms Ukrainian and Belorussian. So they separate early. And what is today’s Russia, mostly western Russia, central Russia, stays under the Mongol control up until late 15th century.

(00:26:22)
And that was the story when Moscow rises as the new capital of that realm, replacing the city of Vladimir as that capital. For those who ever went to Russia, they familiar with, of course, Vladimir as the place of the oldest architectural monuments, the so-called the Golden Ring of Russia, and so on and so forth. Vladimir is central, and there were so many architectural monuments there because before there was Moscow, there was Vladimir. Eventually in this struggle over control of the territory, struggle for favors from the Mongols and the Tatar Horde, Moscow emerges as the center of that particular realm under Mongols.

(00:27:15)
After the Mongol rule is removed, Moscow embarks on the project that historians, Russian historians of the 19th century, called the “gathering of the Russian lands.” Using Russian now for Rus and trying to bring back the lands of former Kievan Rus, but also the lands of the former Mongol Empire. The Russians get to the Pacific before they get to Kyiv historically, and really the, quote, unquote, “gathering of the,” quote, unquote, “Russian lands.” As only in 1945, when the Soviet Union bullies the Czechoslovak government into turning what is today’s Transcarpathian Ukraine to the Soviet Union. It is included in the Ukrainian Soviet Socialist Republic.

(00:28:17)
So that’s the moment when that destiny, the way how it was imagined by the 19th century Russian historian, was eventually fulfilled. Moscow was in control of all these lands.
Lex Fridman
(00:28:30)
To what degree are the Slavic people one people, and this is the theme that will continue throughout, I think, versus a collection of multiple peoples? Whether we’re talking about the Kievan Rus or we’re talking about the 19th century Russian Empire conception.
Serhii Plokhy
(00:28:49)
Well, a number of ways to look at that. One, the most obvious, the most clear, is language. And there is no question that Poles speak a separate language than the Slavs. And there is no question for anyone going to Ukraine and here in Ukrainian, realizing that this is not Russian. The level of comprehension can be different, you can understand certain words and you don’t understand others. And the same would be with Polish, and the same would be with Czech.

(00:29:27)
So there is this linguistic history that is in common, but languages very clearly indicate that you’re dealing with different peoples. We know that language is not everything. Americans speak a particular way of English, Australians speak a particular variant of English. But for reasons of geography, history, we pretty much believe that despite linguistic unity, these are different nations and different peoples. And there are some parts of political tradition more in common, others are quite different.

(00:30:12)
So the same when it comes to language, the same when it comes to political tradition, to the loyalty to the political institution, applies to Slavic nations. Again, there is nothing particularly unique about the Slavs in that regard.

Ukrainian nationalism

Lex Fridman
(00:30:30)
You wrote the book, The Cossack Myth: History and Nationhood in the Age of Empires. It tells the story of an anonymous manuscript called The History of the Rus. It started being circulated in the 1820s. I would love it if you can tell the story of this. This is supposedly one of the most impactful texts in history, modern history. So what’s the importance of this text? What did it contain? How did it define the future of the region?
Serhii Plokhy
(00:30:56)
In the first decades of the 19th century, after Napoleonic Wars, a mysterious text emerged that was attributed to an Orthodox archbishop that was long dead, which was claiming that the Cossacks of Ukraine were in fact the original Rus people, and that they had the right for particular place, for central place, in the Russian Empire. And it tells the history of the Cossacks. It’s the era of romanticism, full of all sorts of drama, there are heroes, there are villains.

(00:31:41)
And the text captivates the attention of some key figures in the Russian intellectual elite in St. Petersburg, people like Kondraty Ryleyev, who was executed for his participation in 1825 uprising. Writes poetry on the basis of this text. Pushkin pays attention to it as well. And then comes along the key figure in Ukrainian national revival, of the 19th century Ukrainian national project, Taras Shevchenko, and reads it as well, and they all read it very differently. Eventually, by the beginning of the mid 20th century, some of the Russian, mostly nationalist writers, call this text the Quran of Ukrainian nationalism.

(00:32:47)
So what is there? The story, it’s very important in a sense that what the authors, and that’s what I claim in the book, what the authors of the text were trying to say, they were trying to say that the Cossack elite should have the same rights as the Russian nobility. And brings the long historical records to prove how cold the Cossacks were over the period of time.

(00:33:17)
But at the beginning of the 19th century, they put this claim already, they use new arguments, and these arguments are about nation and nationalism. And they’re saying that the Cossacks are a separate nation, and that’s a big, big, big claim. The Russian Empire, and this is a very, very good argument in historiography, that Russian Empire grew and acquired this 1/6th of the Earth by using one very specific way of integrating those lands. It integrated the elites. It was making deals with the elites. Whether their elites were Muslim or their elites were Roman Catholic, as the case with the Poles, they would be-
Serhii Plokhy
(00:34:00)
… were Roman Catholic, as the case with the Poles. The elites would be integrated, and the empire was based on the state loyalty and the state integration. But once you bring in the factor of nation and nationalism and language, then, once in a sudden, the whole model of the integration of the elites, irrespective of their language, religion, and culture, starts falling apart. And the Poles were the first who really produced this sort of a challenge to the Russian Empire, by two uprisings in the 19th century. And Ukrainians then followed in their footsteps.

(00:34:51)
So, the importance of the tax is that it was making claim on the part of a particular estate, the Cossack Officer Class, which was that empire could survive. But it turned it, given the conditions of the time, into the claim for the special role of Cossacks as a nation, creating that this is a separate nation, Russian nation. And that is the challenge of nationalism that no empire really survived, and the Russian Empire was not an exception. So, there’s a turning point when the discourse switches from loyalty based on the integration of the elites to the loyalty based on attachment to your nation, to your language, and to your culture, and to your history.
Lex Fridman
(00:35:42)
So that was like the initial spark, the flame, that led to nationalist movements.
Serhii Plokhy
(00:35:50)
That was the beginning and the beginning that was building a bridge between the existence of the Cossack state in the 17th and 18th century that was used as a foundation for the Cossack mythology, Ukrainian national mythology, went into the Ukrainian National Anthem, and the new age and the new stage where the Cossacks were not there anymore, whether they were professors, intellectuals, students, members of the national and organizations. And it started, of course, with romantic poetry, it was started with collected folklore, and then, later goes to the political stage, and eventually the stage of mass politics.
Lex Fridman
(00:36:33)
So to you, even throughout the 20th century under Stalin, there was always a force within Ukraine that wants it to be independent.
Serhii Plokhy
(00:36:43)
There were five attempts for Ukraine to declare its independence and to maintain it in the 20th century. Only one succeeded in 1991, but there were four different attempts at times before. And you see the Ukrainian national identity manifest in itself in two different ways, in the form of national communism after the Bolshevik victory in the Bolshevik-controlled Ukraine, and in the form of radical nationalism in the parts of Ukraine that were controlled by Poland and Romania, and part of that was also controlled by Czechoslovakia and later Hungary. So, in those parts outside of the Soviet Union, the form of the national mobilization, the key form of national mobilization, became radical nationalism. In Soviet Ukraine, it was national communism that came back in the 1960s and 1970s. And then, in the 1991, the majority of the members of the Ukrainian Parliament, who voted for independence, were members of the Communist Party. So that spirit on certain level never died.

Stepan Bandera

Lex Fridman
(00:38:08)
So, there’s national communism and radical nationalism. Well, let me ask you about the radical nationalism, because that is a topic that comes up in the discussion of the war in Ukraine today. Can you tell me about Stepan Bandera? Who was he, this controversial far-right Ukrainian revolutionary?
Serhii Plokhy
(00:38:31)
The [inaudible 00:38:32] lists two Stepan Banderas. One is the real person and another is mythology that really comes with this name. And the real person was a young student, nationalistically oriented student, in the late 1920s and early 1930s in the part of Ukraine that was controlled by Poland, who belonged to the generation who regretted that they were not born in time for the big struggles of the World War I and Revolution at that time. They believed that their fathers lost opportunity for Ukraine to become independent and that a new ideology was needed, and that ideology was radical nationalism, and new tactics were needed.

(00:39:25)
So, Bandera becomes the leader of the organization of Ukrainian Nationalists in Ukraine at the young age and organizes a number of assassinations of the Polish officials or members of the Ukrainian community who this young people, in their 17, 18, 19, considered to be collaborators. He is arrested, put on trial, and that’s where the myth of Bandera starts to emerge, because he uses the trial to make statements about the Ukrainian nationalism, radical nationalism, and its goals, and suddenly, becomes a hero among the Ukrainian youth at that time. He is sentenced for execution for death. So, when he delivers his speech, he knows that he probably would die soon, and then it was, the sentence was commuted to life in prison.

(00:40:37)
Then World War II happens. The Polish state collapses under the pressure coming, of course, from Nazi Germany and the Soviet Union. Bandera walks away and presides over the act of the split of the organization of Ukrainian Nationalists into two groups. The most radical one used called Revolutionary, they call themselves Revolutionary, is led by Bandera. They worked together with the Nazi Germany at that time, with the hope that Nazi Germany would deliver them independent Ukraine.

(00:41:17)
First days of the German attack, Nazi attack on the Soviet Union, the units formed on the basis of Organization of Ukrainian Nationalists marching to the city of Lviv and declare Ukrainian independence. That was not sanctioned by the German authorities. That was not in German plans. So, they arrest Bandera, members of his family, his brothers, members of the leaders, leaders of the organization. So, his two brothers go to Auschwitz, die there. He was sent to Sachsenhausen for the most duration of the war, until 1944, refusing to revoke declaration of Ukrainian independence, which, again, contributes further to his mythology.

(00:42:11)
After the war, he never comes back to Ukraine. He lives in exile in Munich. So, between 1930 and his death in 1959, he spent in Ukraine maybe up to two years, maybe a little bit more, but most of the time was either in the Polish prison, or in the German concentration camp, or in exile.

(00:42:39)
But the myth of Bandera lived. And all the members of the Organization of Ukrainian Nationalists and then the Ukrainian Insurgent Army, that fought against the Soviets all the way into the early 1950s, they were called Banderites. They were called Banderites by the Soviet authorities. They were known also in that way to the local population. So, there was a faraway leader that barely was there on the spot, but whose name was attached to this movement for, really, liberation of Ukraine at that time. Again, the battle that failed.
Lex Fridman
(00:43:18)
The fact that he collaborated with the Nazis sticks. From one perspective, he’s considered by many to be a hero of Ukraine for fighting for the independence of Ukraine. From another perspective, coupled with the fact that there’s this radical, revolutionary extremist flavor to the way he sees the world, that label just stays that he’s a fascist, he’s a Nazi. To what degree is this true? To what degree is it not?
Serhii Plokhy
(00:43:51)
This label is certainly promoted, first, by the Soviet propaganda, and then by Russian propaganda. It works very nicely. If you focus on the years of collaboration, those were the same years when Joseph Stalin collaborated with Hitler, right? So, we have the same reason to call Stalin Nazi collaborator as we have the reason to call Bandera Nazi collaborator. We look at the situation in the Pacific, in Indonesia, in other places, the leaders who worked together with Japanese, with the idea of promoting independence of their countries after the Japanese collapse, become leaders of the empire. So, the difference with Bandera is that he never becomes the leader, the leader of empire, and immunity that comes with that position certainly doesn’t apply to him.

(00:44:53)
But there are other parts of his life which certainly put this whole thing in question. The fate of his family, his own time in the German concentration camp, certainly don’t fit the propaganda one-sided image of Bandera.

(00:45:13)
In terms of him being a hero, that’s a very, very interesting question, because he is perceived in Ukraine today, not by all, and probably not by the majority, but by many people in Ukraine, as a symbol of fighting against the Soviet Union and, by extension, against Russia and Russian occupation. So, his popularity grew after February 24, 2022 as a symbol of that resistance. Again, we are talking here about myth and mythology, because Bandera was not leading the fight against the Soviet occupation in Ukraine because, at that time, he was just simply not in Ukraine. He was in Germany. And you can imagine that geography mattered at that time much more than it matters today.
Lex Fridman
(00:46:08)
There’s a million questions to ask here. I think it’s an important topic, because it is at the center of the claimed reason that the war continues in Ukraine. So, I would like to explore that from different angles. But just to clarify, was there a moment where Bandera chose Nazi Germany over the Red Army when the war already began? So, in the list of allegiances, is Ukraine’s independence more important than fighting Nazi Germany, essentially?
Serhii Plokhy
(00:46:43)
The Ukrainian independence was their goal, and they were there to work with anybody who would support and, in one way, or at least allow the Ukrainian independence. So, there is no question that they are just classic nationalists. So, the goal is, nationalism is the principle according to which the, or at least one definition is, according to which the cultural boundaries coincide with political boundaries. So, their goal was to create political boundaries that would coincide with the geographic boundaries in the conditions of the World War II, and certainly making deals with whoever would either support, as I said, or tolerate that project of theirs.
Lex Fridman
(00:47:39)
So, I would love to find the line between nationalism, even extreme nationalism, and fascism and Nazism. So, for Bandera, the myth, the Bandera the person, let’s look at some of the ideology of Nazism. To which degree did he hate Jews? Was he anti-Semitic?
Serhii Plokhy
(00:48:01)
We know that, basically, in his circle, there were people who were anti-Semites in a sense that, okay, we have the texts, right? We know that. We don’t have that information about, or that sort of text, or that sort of evidence with regard to Bandera himself.

(00:48:24)
In terms of fascism, there is very clear and there is research done that, in particularly, Italian fascism had influence on the thinking of people in that organization, including people at the top. But it is also very important to keep in mind that they call themselves nationalist and revolutionaries. And despite the fact that in 1939 and 1940 and 1941, it was very beneficial for them to declare themselves to be Ukrainian fascists and establish this bond, not just with Italy, but with Nazi Germany. They refused to do that. And then, they used to recall their independence. So, influences, yes, but clearly, it’s a different type of political project.
Lex Fridman
(00:49:30)
So, let me fast-forward into the future and see to which degree the myth permeates. Does Ukraine have a neo-Nazi problem?
Serhii Plokhy
(00:49:38)
My understanding is there are Nazis in Ukraine and there are supporters of white supremacy theories, but also my understanding is that they are extremely marginal and they are more marginal than the same sort of groups are in Central Europe, maybe in the U.S. as well. And for me, the question is not whether the Ukraine has it, but why even in the conditions of the war, the radical nationalism and extremism and white supremacist is such a marginal force, when in the countries that are not at the war, you look at France, you look at, again, it’s not exactly Nazis, but really right radical right is becoming so important.

(00:50:50)
Why Ukraine in the conditions of the war is the country that manages relations between different ethnic groups and languages in the way that strengthens political nation? So, for me, as a scholar and a researcher, what I see is that, in Ukraine, the influence of the far right in different variations is much lower than it is among some of Ukraine’s neighbors and in Europe in general. And the question is why. I don’t know. I have guesses. I don’t know answer. But that’s the question that I think is interesting to answer, how Ukraine ended up to be the only country in the world, outside of Israel, who has a Jewish president who is, my at least understanding, is the most popular president in history, in terms of how his popularity goes after the election. So, this really, from my point of view, interesting questions, and again, we can certainly debate that.
Lex Fridman
(00:52:00)
So, just for context, the most popular far right party, 1-0.15% of the vote in 2019. This is before the war. So that’s where things stood. It’s unclear where they stand now. It’d be an interesting question whether it escalated and how much. What you’re saying is that war in general can serve as a catalyst for expansion of extremist groups, of extremist nationalistic groups especially, like the far right. And it’s interesting to see to what degree they have or have not risen to power in the shadows.
Serhii Plokhy
(00:52:39)
So, no nationalist or nationalistic party actually crossed the barrier to get into the Parliament.
Lex Fridman
(00:52:45)
Yeah.
Serhii Plokhy
(00:52:45)
So, Ukraine is the country where there is no right or far right in the Parliament. We can’t say that about Germany, we can’t say that about France, so that’s just one more way to stress this unique place of Ukraine in that sense. And the year 2019 is the year already of the war. The war started in 2014 with the annexation of the Crimean. The front line was near Donbas. All these groups were fighting there. So, Ukraine, maybe not to a degree that it is now, was already on the war footing, and yet the right party couldn’t get more than 2%. So, that’s the question that I have in mind.

(00:53:31)
And yes, the war, historically, of course, puts forward and makes, from the more nationalist views and forces, turned them from marginal forces into more central ones. We talked about Bandera and we talked about Organization of Ukrainian Nationalists. They were the most marginal group in the political spectrum in Ukraine in the 1930s that one can only imagine. But World War II comes, and they become the most central group, because they also were, from the start go, they had the organization, the violence was basically one of their means, they knew how to fight. So, historically, wars indeed produced those results, so we are looking at Ukraine. We’re trying to see what is happening there.
Lex Fridman
(00:54:25)
So, Vladimir Putin in his interview with Tucker Carlson, but many times before, said that the current goal for the war in Ukraine is denazification, that the purpose of the war is denazification. Can you explain this concept of denazification as Putin sees it?
Serhii Plokhy
(00:54:45)
Denazification is the trop that is accepted quite well by the former Soviet population and Russian population in particular. The most powerful Soviet mythology that then was basically passed as part of heritage to the Russian Federation was World War II, was fighting against fascism. So, once you use terms “fascism,” and “Nazi,” and “denazification,” suddenly people, not just start listening, they just stop analyzing. And as a propaganda tool, this is, of course, very powerful tool. In terms of to what degree this is the real goal or not, we discussed the importance of the far right in Europe and in Ukraine. So, if that’s the real goal of the war probably, the war would have to start not against Ukraine, but probably against France or some other country, if you take this at face value.
Lex Fridman
(00:55:48)
Well, there is something really interesting here, as you mentioned, because I’ve spoken to a lot of people in Russia, and you said analysis stops. In the West, people look at the word “denazification” and look at the things we’ve just discussed and almost think this is absurd. But when you talk to people in Russia, maybe it’s deep in there somewhere, the history of World War II still reverberates through maybe the fears, maybe the pride, whatever the deep emotional history is there, it seems that the goal of denazification appears to be reasonable for people in Russia. They don’t seem to see the absurdity or the complexity or even the need for analysis, I guess, in this kind of word of denazification.
Serhii Plokhy
(00:56:47)
I would say this is broader. This is broader. The war that started under the banner that Russians and Ukrainians were one and the same people and produces that sort of casualty, really goes against also any sort of logical thinking. But Russia is a place where the free press doesn’t exist already for a long period of time. Russia is the place where there is an echo chamber, to a degree.

(00:57:22)
And as war started first in 2014, and then all out war in 2022, I came across a lot of people on the personal level, but also in the media reporting, that they really can’t find common language with their close relatives in Russia, people who visited Ukraine who know that it’s not taken over by nationalists and is not taken over by Nazis, but the media around them, the neighbors around them, the people at their work, basically, say one and the same thing. And we, as humans, in general, whatever our background, we are very, very, our mind is really, it’s relatively easy to manipulate it, and to a degree that even family connections and even family ties don’t sometimes help to maintain that ability to think and to analyze on your own to look at the facts.
Lex Fridman
(00:58:30)
So, Putin has alluded to the Yaroslav Hunka incident in the Canadian Parliament September 2023. This man is a veteran of World War II on the Ukrainian side, and he got two standing ovations in the Canadian Parliament, but they later found out that he was part of the SS. So, can you explain on this, what are your thoughts on this? This had a very big effect on the narrative, I guess, propagated throughout the region.
Serhii Plokhy
(00:59:04)
Yes. What happened during World War II was that once the Germans started to run out of manpower, they created foreign legion groups. But because those people were not Aryans, they were created for fighting on the battleground. Because they were not Aryans, they couldn’t be trusted. So, they were put under the command of Henry Himmler, under command of SS, and became known as SS Waffen units. And one of such units was created in Ukraine, with great difficulties, because Nazis didn’t consider Slavs to be generally worthy of even that sort of foreign legion formations. But they made an exception, because those people were coming from Galicia, which was part of Austria-Hungary, which means part of Austria, which means somehow were open to the benevolent influence of the Germanic race, and called the Division Galizien, or Galicia. Part of Ukrainian youth joined the division.

(01:00:29)
One of the explanations was that they were looking at the experience of World War I, and seeing that the units, the Ukrainian units, in the Austrian army then played a very important role in the fight for independence. So that is one of the explanations. You can’t just use one explanation to describe motivations of everyone and every single person who was joined in there. So, they were sent to the front. They were defeated within a few short days by the Red Army, and then were retreating through Slovakia, where they were used to fight with the partisan movement there, and eventually surrendered to the British. So, that’s the story. You can personally maybe understand what the good motivations were of this person or that person, but that is one of the best, one of the very tragic and unfortunate pages in Ukrainian history. You can’t justify that as a phenomenon.

(01:01:43)
So, from that point of view, the celebration of that experience, as opposed to looking at that, okay, that happened, and we wish that those young men who were idealistic or joined the Division for idealistic purposes had better understanding of things or made other choices, but you can’t certainly celebrate that. And once that happened, that, of course, became a big propaganda, a propaganda item, in the current war. We’re talking about 10,000-20,000 people in the Division, and we’re talking about 2-3 million Ukrainians fighting in the Red Army. And again, it’s not like Red Army is completely blameless in the way how it behaved in Prussia, in Germany, and so on and so forth. But it’s basically, it’s, again, we’re going back to the story of Bandera. So, there is a period of collaboration, and that’s what propaganda tries to define him by, or there is a Division Galizien by 20,000 people, and somehow it makes irrelevant the experience of 2-3 million people.
Lex Fridman
(01:03:01)
I mean, just to clarify, I think there is just a blunder on the Canadian Parliament side, the Canadian side, of not doing research of, maybe correct me if I’m wrong, but from my understanding, they were just doing stupid shallow political stuff. Let’s applaud, when Zelenskyy shows up, let’s have a Ukrainian veteran, let’s applaud a veteran of World War II, and then all of a sudden, you realize, well, there’s actually complexities to wars. We can talk about, for example, a lot of dark aspects on all sides of World War II, the mass rape at the end of World War II by the Red Army, when they [inaudible 01:03:40] Germany. There’s a lot of really dark complexity in it on all sides.

(01:03:44)
So, that could be an opportunity to explore the dark complexity that some of the Ukrainians were in the SS, or Bandera, the complexities there, but I think they were doing not a complex thing. They were doing a very shallow applaud. And we should applaud veterans, of course, but in that case, they were doing it for show, for Zelenskyy and so on. So, we should clarify that the applause wasn’t knowing, it wasn’t for the SS. It was for Ukrainian, it was for World War II veterans, but the propaganda, or at least an interpretation from the Russian side, from whatever side, is that they were applauding the full person standing before them, which wasn’t just a Ukrainian veteran, but Ukrainian veteran that fought for the SS.
Serhii Plokhy
(01:04:36)
I don’t have any particular insights, but I would be very much surprised if even one person in the Parliament, I mean, the members of the Parliament actually knew the whole story. I would be very surprised.
Lex Fridman
(01:04:50)
Yeah. The whole story of this person, and frankly, the whole story of Ukraine and Russia in World War II, period.
Serhii Plokhy
(01:04:58)
Yes, yes.
Lex Fridman
(01:05:00)
Nevertheless, it had a lot of power and really reverberated in support of the narrative that there is a neo-Nazi, a Nazi problem in Ukraine.
Serhii Plokhy
(01:05:09)
This is the narrative that is out there, and it’s especially powerful in Russia. It’s especially powerful in Russia given that there are, really, that the atmosphere that is created, really, is not conducive to any independent analysis.
Lex Fridman
(01:05:32)
Well, I wonder what is the most effective way to respond to that particular claim, because there could be a discussion about nationalism, and extreme nationalism, and the fight for independence, and whether it isn’t, like Putin wrote, “one people,” but the question of, are there Nazis in Ukraine, seems to be a question that could be analyzed rigorously with data.
Serhii Plokhy
(01:06:03)
That is being done on the academic level. But in terms of the public response and public discourse, the only response that I see is not to focus on the questions raised and put by the propaganda, because you’ve already become victim of that propaganda by definition, but talk about that much broadly and talk about different aspects of, if it is World War II, about different aspects of World War II, if it’s about issue of the far right in Ukraine, let’s talk about U.S., let’s talk about Russia, let’s talk about France, let’s compare. That’s the only way how you deal with propaganda, because propaganda is not necessarily something that is an outright lie. It can be just one factor that’s taken out of the context and is blown out of proportion. And that is good enough.

KGB

Lex Fridman
(01:07:09)
And the way to defend against that is to bring in the context. Let us move gracefully throughout, back and forth through history, back to Bandera. You wrote a book on the KGB spy Bohdan Stashynsky. Can you tell his story?
Serhii Plokhy
(01:07:27)
This is a story of the history of the Organization of Ukrainian Nationalists, and Bandera as well, already after the end of the Second World War.
Lex Fridman
(01:07:37)
Mm-hmm.
Serhii Plokhy
(01:07:38)
Because what you got after the Second World War, so imagine May of 1945, the Red Banner is all over Riksdag, the Red Army is in control of half of Europe, but the units of the Red Army are still fighting the war, and not just behind the Soviet lines, but within the borders of the Soviet Union.
Serhii Plokhy
(01:08:00)
… behind the Soviet lines, but within the borders of the Soviet Union. And this war continues all the way into the early 1950s, almost up to Stalin’s death.

(01:08:13)
The war is conducted by the Organization of Ukrainian Nationalists, which have a Ukrainian insurgent army, and the government tries to crush that resistance. So, what it does is basically recruits local people to spy on the partisans on the underground, and Bohdan Stashynsky is one of those people. His family is supporting the resistance. They provide food. His sister is engaged with one of the local commanders of this underground unit, and they know everything about Stashynsky’s family and they know everything about him because he is also collecting funds for the underground. They have a conversation with him saying that, “Okay, that’s what we got, and you and your family can go to prison, or you help us a little bit. We’re interested in the fiance of your sister, and we want to get him.” Stashynsky says yes. Once they round up the fiance, he basically betrayed a member or almost member of his family, he is done. He can’t go back to his village, he can’t go back to his study. He was studying in [inaudible 01:09:39] at that time. As I write in my book, the secret police becomes his family.

(01:09:46)
And he is sent to Kyiv. He is trained for two years, sent to East Germany, into Berlin and becomes an assassin. So, they sent him across the border to Western Germany, to Munich. It was the headquarter of different organizations, anti-Soviet organizations, Ukrainian and Russian and Georgian and so on and so forth. And he kills two leaders of the organization of Ukrainian Nationalists, one editor of the newspaper, and eventually he kills Bandera. He does that with the new weapon, a spray pistol, that eventually makes it into the bond novel, The Man with the Golden Gun. And that whole episode is a little bit reshaped, but it’s not in the film, but it is in the novel itself.

(01:10:51)
And then later has a change of mind under the influence of his German fiance and then wife. They decide to escape to the West. And while they’re doing that, they discover that their apartment was bugged and probably the KGB knows all of that. A long story short, his son dies in Berlin. KGB doesn’t allow him to go there, but his wife has a nervous breakdown so they allow him to go there to just calm her so that there would be no scandal. And two of them, one day before their son’s burial, because after that they would be sent to Moscow. They jumped the ship and go to West Berlin, two hours before the Berlin Wall was being built.

(01:11:55)
So, if they would stay for the funeral, probably the KGB would not let them go. But also if they would stay, the border would be there. And he goes to the American intelligence and says, “Okay, that’s who I am and that’s what I did.” And they look at him and they say, “We don’t trust you. We don’t know who you are. You have documents in five names. You say you killed Bandera. Well, we have a different information. He was poisoned and probably by someone in his close circle. A spray pistol, did you read too much Ian Fleming? Where does this come from?”

(01:12:43)
He insists, they said, “Okay, you insist. If you committed all those crimes, they giving you to the German police, and German police will be investigating you.” And then the trial comes, and if he says, if he takes back his testimony, the whole case against him collapses. He can go free. He knows that if he goes free, he is a target of his colleagues from the same department. So, his task at the trial is to prove that he’s guilty, that he did that.

(01:13:20)
And then he disappears and nobody knows where he goes. And there are all sorts of cover stories. And I was lucky to interview a commander, former chief of the South African Police, who confirmed to me that Stashynsky was in South Africa.
Lex Fridman
(01:13:41)
He fled.
Serhii Plokhy
(01:13:41)
The West German intelligence thought that it was too dangerous for him to stay in Germany. They sent him under a different name to South Africa. So, that’s the story of Stashynsky himself. But going back to Bandera, of course, the fact that he confessed and it became known that KGB assassinated Bandera, that added to the image and to general mythology about Bandera.
Lex Fridman
(01:14:12)
What a fascinating story of a village boy becoming an assassin who killed one of the most influential revolutionaries of the region in the 20th century. Just zooming out broadly on the KGB, how powerful was the KGB? What role did it play in this whole story of the Soviet Union?
Serhii Plokhy
(01:14:34)
It depends on the period. At the time that we just described, late ’50s and early ’60s, they were not powerful at all. And the reasons for that was that people like Khrushchev were really concerned about the secret police becoming too powerful. It became too powerful in their mind under Stalin, under Beria. And it was concern about Beria’s power as a secret police chief that led to the coup against Beria, and Khrushchev come into power, and Beria was arrested and executed. And what Khrushchev was trying to do after that was trying to put… Since ’54, the name was already KGB, KGB under his control. So, he was appointing the former [inaudible 01:15:33] leaders as the heads of the KGB, so the people who really owned everything to him, that sort of position. And the heads of the KGB were not members of Politburo.

(01:15:49)
It changed in the ’70s with Andropov where KGB started to play, again, very important role in the Soviet history. And let’s say decisions on Afghanistan and the Soviet troops marching into Afghanistan were made by the, apart from Brezhnev, by the trio of the people who would be called today [foreign language 01:16:15] maybe or not all of them were [foreign language 01:16:17] but one of course was Andropov, the head of the KGB. Another was the Minister of Defense, and then there was secretary in charge of the military industrial complex, Ministry of Foreign Minister of Foreign Affairs.

(01:16:29)
But the head of the KGB became really not just the member of Politbruo, but the member of that inner circle. And then the fact that on Andropov succeeds Brezhnev is also a manifestation of the power that KGB acquired really after Khrushchev in the 1970s, and then going into the 1980s.
Lex Fridman
(01:16:53)
Who was more powerful, the KGB or the CIA during the Soviet Union?
Serhii Plokhy
(01:16:58)
The CIA, it’s the organization that is charged with the information gathering and all sorts of operations, including assassinations in the ’50s and ’60s abroad. The KGB was the organization that really had both the surveillance over the population within the Soviet Union and also the operations abroad. And its members, its leaders were members of the inner circle for making decisions. Again, from what I understand about the way how politics and decision work and decisions are made in the United States, the CIA, the chief of the CIA is not one of the decision-making group that providing information. Yeah, so I would say it’s not day and night, but their power, political influence, political significance, very different.
Lex Fridman
(01:18:04)
Is it understood how big the KGB was? How widespread it was, given its secretive and distributed nature.
Serhii Plokhy
(01:18:13)
Certain things we know, others we don’t, because the Stasi archives are open and most of the KGB, especially in Moscow, they’re not. But we know that the KGB combined not only the internal sort of secret police functions at home and counter intelligence branch and intelligence branch abroad, but also the border troops for example.

(01:18:44)
So, really institutionally it was a huge, huge mammoth. And another thing that we know we can sort of extrapolate from what we know from the Stasi archives, that the surveillance at home, the surveillance was really massive. The guess is the Soviets were not as effective and as meticulous and as scrupulous and as methodical as probably as Germans were. But that gives you a basic idea of how penetrated the entire society was.
Lex Fridman
(01:19:21)
What do you think is important to understand about the KGB, if we want to also understand Vladimir Putin? Since he was a KGB foreign intelligence officer for 16 years.
Serhii Plokhy
(01:19:33)
From my research, including on Stashynsky, what I understand is that in KGB, and it was a powerful organization, again, less powerful in ’50s and ’60s, but still very powerful organization. There was on the one hand the understanding of the situation in the country and abroad that probably other organizations didn’t have. They had also first pick in terms of the select and cadres. The work in the KGB was well paid and considered to be very prestigious. So, that was part to a degree of the Soviet elite in terms of whom they recruited. And they had a resentment over the party leadership that didn’t allow them to do James Bond kind of things that they would want to do because there were political risks.

(01:20:31)
After this scandal with Stashynsky, at least on many levels, the KGB stopped the practice of the assassinations, political assassinations abroad because it was considered politically to be extremely, extremely dangerous. The person who was in charge of the KGB at the time of Bandera assassination, Shelepin, was one of the candidates to replace Khrushchev and Brezhnev used against him that scandal abroad eventually to remove him from Politburo.

(01:21:07)
So, the KGB was really looking at the party leadership as to a degree, an effective corrupt and who was on their way. And from what I understand, that’s exactly the attitudes that people like Putin and people of his circle brought to power in Kremlin. So, the methods that KGB use they can use now, and there is no party or no other institution actually stopping them from doing that. And they think about, my understanding, the operations abroad about foreign policy in general in terms of the KGB mindset of planning operations and executing particular operations and so on and so forth. I think a lot of culture that came into existence in the Soviet KGB now became part of the culture of the Russian establishment.

War in Ukraine

Lex Fridman
(01:22:12)
You wrote the book, the Russo-Ukrainian War, the Return of History, that gives the full context leading up to the invasion of Ukraine by Russia in February, 2022. Can you take me through the key moments in history that led up to this war? So, we’ll mention the collapse of the Soviet Union. We could probably go much farther back, but the collapse of the Soviet Union mentioned 2014. Maybe you can highlight key moments that led up to 2022.
Serhii Plokhy
(01:22:54)
The key moments would be first, the year 2004, known for Orange Revolution in Ukraine, and then the year 2013, known as the Revolution of Dignity. Both were the revolts against the something that by significant part of Ukrainian population was considered to be completely, completely unacceptable actions on the part of the government and people in the government at that time. The Orange Revolution of 2004 was a protest against falsified presidential elections and rejection of a candidate that was supported by Russia, publicly supported by Russia. I remember being in Moscow at that time and couldn’t believe my eyes went, in the center of Russia, I saw a billboard with Yanukovych. The trick was that there were a lot of Ukrainians in Russia and in Moscow in particular, and they had the right to vote. And it led to the election as Ukrainian president, Viktor Yushchenko, who put on the agenda the issue of Ukraine’s membership in NATO. So, it was very clear pro-Western orientation. And the second case was the Revolution of Dignity 2013, with some of the same characters including Yanukovych, who at that time was already president of Ukraine. And there the question was of the government promising the people for one year at least to sign an association agreement with European Union, and then turning over almost overnight and saying that they were not going to do that.

(01:24:54)
And that’s how things started. But then when they became really massive and why something that was called Euro Revolution became Revolution of Dignity was when the government police beat up students in downtown Kyiv, who judging by the reports were basically already almost ready to disperse, almost ready to go home. And that’s when roughly half of Kyiv showed up on the streets. That sort of the police behavior, that sort of was absolutely unacceptable in Ukraine. The stealing elections and falsification of elections wasn’t unacceptable.

(01:25:45)
That’s where around that time and around 2004, the president of Ukraine at that time, Leonid Kuchma, writes a book called Ukraine is Not Russia. And apparently the term comes from his discussion with Putin, when Putin was suggesting to him quite strongly to use force against people [inaudible 01:26:11] on the square in Kyiv. And Kuchma allegedly said to him, “You don’t understand. Ukraine is not Russia. You can’t do things like that. You get pushed back.” And that’s, this two events, 2004 and then 2013 became really crucial point in terms of the Ukraine direction, the survival of Ukrainian democracy, which is one of very few countries in the post Soviet space where democracy survived the original flirt between the government leaders and democracy of the 1990s.

(01:26:54)
It was the old Soviet story in Russia. Everywhere else there was high democratic expectations, but they came pretty much to an end by the end of the decade. Ukraine preserved the democracy and the orientation of Ukraine toward integration in some form into Western and European structures, that Ukrainian democracy plus Western orientation was something. And in Russia, we see the strengthening of the autocratic regime under Putin, that if you look deeper, this are the processes that put the two countries on the collision course.
Lex Fridman
(01:27:40)
So, there’s a division, a push and pull inside Ukraine on identity, on whether they’re part of Russia or part of Europe. And you highlighted two moments in Ukrainian history that there’s a big flare up where the statement was first Ukraine is not Russia, and essentially Ukraine is part of Europe, but there’s other moments. What were the defining moments that began an actual war in the [inaudible 01:28:11]?
Serhii Plokhy
(01:28:11)
The war started in February of 2014, was the Russian takeover of Crimea by military force. The so-called Green Man. And the big question is why, and it’s very important to go back to the year 2013 and the start of the protests and the story of the Ukraine signing association agreement with European Union. So, from what we understand today, the Ukrainian government under President Yanukovych, did this suicidal sharp turn after one year of promising association agreement saying that, “Okay, we changed our mind under pressure from Moscow.” And Moscow applied that pressure for one reason, at least in my opinion.

(01:29:09)
The Ukraine signing association agreement with European Union would mean that Ukraine would not be able to sign association agreement with any Eurasian union in any shape or form, that was at that time in the process of making. And for Vladimir Putin, that was the beginning of his, or part of his third term, one of his agenda items for the third term was really consolidation of the post-Soviet space and Eurasian space and not membership in NATO, not membership in European Union. But association agreement with European Union meant that that post-Soviet space would have to exist under Moscow’s control, but without Ukraine, the second-largest post-Soviet republic. The republic on whose vote depended the continuing existence of the Soviet Union and whose vote ended in many ways the existence of the Soviet Union.

(01:30:17)
So, that is broadly background, but also there are of course personalities. There are also their beliefs, their readings of history, and all of that became part of the story. But if you look at that geopolitically, the association agreement is put in Ukraine outside of the Russian sphere of influence. And the response was an attempt to topple the government in Kyiv that clearly was going to sign that agreement, to take over Crimea and to help to deal with a lot of issues within Russia itself and boost the popularity of the president.

(01:31:12)
And it certainly, certainly worked in that way as well. Once Ukraine, still after Crimea, continued on its path, then the next step started the so-called hybrid warfare in Donbas. But again, unlike Crimea, from what I understand, Russia was not really looking forward to taking possession of Donbas. Donbas was viewed as the way how to influence Ukraine to stop it from a drift toward the West.
Lex Fridman
(01:31:49)
Maybe you can tell me about the region of Donbas.
Serhii Plokhy
(01:31:52)
I mentioned that nationalism and principle of nationalism is the principle of making the political borders to coincide with ethnic and cultural borders. And that’s how the maps of many East European countries had been drawn in the 19th and 20th century. On that principle, Donbas, where the majority constituted by the beginning of the 20th century were Ukrainians, was considered to be Ukrainian and was claimed in the middle of this revolution and revolutionary wars and civil wars by Ukrainian government.

(01:32:36)
But Donbas became a site, one of the key sites in the Russian Empire of early industrialization, with its mining industry, with mythological industry. So, what that meant was that people from other parts of, not Ukraine, but other parts of the Russian Empire, congregated there. That’s where jobs were. That’s how Khrushchev and his family came to Donbas. The family of Brezhnev overshoot a little bit. They got to the industrial enterprises in the city of [inaudible 01:33:13] the place, the city that was called [inaudible 01:33:16].

(01:33:15)
So, those were Russian peasants moving into the area in looking for their job. The population became quite mixed. Ukrainians still constituted the majority of the population, but not necessarily in the towns and in the cities. And culturally, the place was becoming more and more Russian as the result of that moment. Apart from the Crimea, Donbas was the part of Ukraine where the ethnic Russians were the biggest group. They were not the majority, but they were very, very big and significant group. For example, in the city of Mariupol, that was all but destroyed in the course of the last two years, the ethnic Russians constituted over 40% of the population, right? So, that’s not exactly part of Donbas, but that gives you general idea.

(01:34:22)
Now, the story of Donbas and what happened now is multidimensional, and this ethnic composition is just one part of the story. Another very important part of the story is economy, and Donbas is a classical rust belt. And we know what happens with the cities that were part of the first or second wave of industrialization in the United States and globally, we know about social problems that exist in those places. So, Donbas is probably the most dramatic and tragic case of implosion of the rust belt. With the mines not anymore producing the sort of the… And at the acceptable price. The coal that they used to produce, is people losing jobs with the politicians looking for subsidies as opposed to trying very unpopular, unpopular measures of doing something and bring your money and your investment into the region. All of that become part of the story that made it easy for Russia, for the Russian Federation, to destabilize the situation. We have interviews with Mr. Girkin who is saying that he was the first who pulled the trigger and fired the shot in that war. He became the Minister of Defense in the Donetsk people’s republic. You look at the Prime Minister, he is another person with Moscow residency permit. So, you see key figures in those positions at the start and the beginning, not being Russians from Ukraine, but being Russians from Russia and Russians from Moscow closely connected to the government structure and intelligence structure and so on. So, that is the start in the beginning, but the way how it exploded, the way it did was also a combination of the economic and ethno-cultural and linguistic factors.
Lex Fridman
(01:36:43)
For Putin, the war on Donbas and even in 2022 is a defensive war against what the Ukrainian government is doing against ethnically Russian people in Donbas. Is that fair to say how he describes it?
Serhii Plokhy
(01:36:59)
What we see, this is certainly the argument. This is certainly the argument and pretext because what we see there is that there would be no, and there was no independent mobilization in Crimea either, in Crimea or in Donbas, without Russian presence. Without Russian occupation de facto of the Crimea, there would be no… And there was no before, at least in the previous five to six years, any mass mobilizations of Russians. There was none of such mobilizations in Donbas before Girkin and other people with parts of military units showed up there. So, it is an excuse. You’ve been to Ukraine.
Lex Fridman
(01:37:57)
Mm-hmm.
Serhii Plokhy
(01:37:58)
You know that Russian language is not persecuted in Ukraine. And if you’ve not been to Donbas or to the Crimea, it would be difficult to find one single Ukrainian school. Not that they didn’t exist at all, but it would take quite an effort for you to find it, or sometimes even to hear Ukrainian language outside of the institutions or the farmer’s market. That’s the reality. That’s the reality that is clear, that is visible. So, imagine under those conditions and context that someone is persecuting ethnic Russians or Russian speakers. One, to believe in something like that, one important precondition is never to step your foot in Ukraine.
Lex Fridman
(01:38:57)
I should mention, maybe this is a good moment to mention, when I traveled to Ukraine, this is after the start of the war, you mentioned farmer’s market, which is funny. Basically every single person I talked to, including the leadership, we spoke in Russian. For many of them, Russian is the more comfortable language even.

(01:39:21)
And the people who spoke Ukrainian are more on the western side of Ukraine and young people that are kind of wanting to show that in an activist way that they want to fight for the independence of their country. So, I take your point. I wonder if you want to comment about language and maybe about the future of language in Ukraine. Is the future of language going to stabilize on Ukrainian or is it going to return to its traditional base of Russian language?
Serhii Plokhy
(01:39:59)
Very roughly, before the start of the war in 2014, we can talk about parity between Russian and Ukrainian and also with, as you said, clearly Ukraine being a dominant language in the West and Russian being a dominant language on the streets, certainly in the East of the country. And then in between of that to pause a number of these transitional areas. And Ukraine, in my experience, and I visited a lot of countries, not all of them, and probably maybe I will be still surprised, but in my experience, this is the only truly bilingual country that I ever visited. I lived in Canada for a long period of time. There is Quebec and the rest.

(01:40:54)
And in Ukraine, you can talk in either Russian or Ukrainian in any part of the country and you would be understood and you would be responded in a different language with the expectation that you would understand. And if you don’t understand, that means you don’t come from Ukraine. That’s the reality. The war and loss of the Crimea and partial loss of Donbas, its major industrial areas, really shifted the balance toward mostly Ukrainian-speaking regions. And also what you see, and you clearly pointed to that, starting with 2014, even a little bit earlier, the younger generation chooses Ukrainian as a marker of its identity. And that started in 2014, but we have a dramatic, dramatic shift after 2022. And on the-
Serhii Plokhy
(01:42:00)
… 2022. And on the anecdotal level I can tell you that I speak to people who be in Chernihiv at the time, this is east of Crimea, at the time of the Russian aggression, and bombardment and so on and so forth, who had passive knowledge of Ukrainian but spoke all their life Russian. And they would speak Ukrainian to me, and when I say, “Okay, why you doing that? We know each other for decades and you used Russian.” And he said, “Well, I don’t want to have anything in common with people who did that to us.” So there is a big, big push of course with this current war. Now the question is whether this change is something that will stay or not. What is the future? Linguistic practices are very, very conservative ones. And we at the Harvard Ukrainian Research Institute have a project called MAPA Digital Atlas of Ukraine.

(01:43:05)
And we were documenting and mapping different data in time. And what we noticed a spike in the people’s self-reporting of use of Ukrainian in 2014 and 2015 at the time of the start of the war when the threat was the most clear one. This is self-reporting, that doesn’t mean that people exactly do what they believe that that’s what they’re supposed to do, and then return back to where it was by the year 2016 and 2017. So this dynamic can repeat itself, but given how long the war is going on, how big the impact, how big the stress is, and that the wave of the future is probably associated with younger people who are switching to Ukrainian. So my bet would be on Ukrainian language rising in prominence.
Lex Fridman
(01:44:11)
So as we get closer to February of 2022, there’s a few other key moments. Maybe let’s talk about in July 2021, Putin publishing an essay titled On the Historical Unity of Russians and Ukrainians. Can you describe the ideas expressed in this essay?
Serhii Plokhy
(01:44:34)
The idea is very conveniently presented already in the first paragraph, in the first sentences really of the article, where Putin says that, “For a long time I was saying that Russians and Ukrainians were one and the same people, and here is the proof.” He develops his historical argumentation apparently with the help of a lot of people around him. And he started to talk about Russians and Ukrainians being one and the same people, one year before the start of the war in 2014. So in 2013, he was together with Patriarch Kirill on visit to Kiev. And there was a conference specifically organized for him in the Kievan Caves Monastery, and that’s where he stated that. The fact that he was with Patriarch Kirill is very important factor for understanding where the idea is coming from.

(01:45:40)
This is the idea that was dominant in the Russian Empire of the 19s and the beginning of the 20th century, that Russians, Ukrainians and Belorussians are really, great Russians, little Russians, and white Russians, and that they constitute one people. Yes, there are some dialectical differences. Yes, Ukrainians sing well, yes, they dance funny, but overall that doesn’t matter.

(01:46:15)
And that idea actually was really destroyed, mostly destroyed by the revolution of 1917. Because it wasn’t just social revolution that’s how it’s understood in the US and good part of the world, it was also national revolution, it was an empire, it was a revolution in the Russian Empire. And to bring this pieces of empire back within the Soviet Union, the Bolsheviks had to make concessions. And one of those concessions was recognition of the existence of Ukrainians as a separate nation, Belorussians as a separate nations, Russians as a separate nations. Endowing them with their own territorial with borders, with institutions and so on and so forth.

(01:47:09)
But there was one institution that was not reformed, that institution was called the Russian Orthodox Church. Because one of the ways that Bolsheviks dealt with it, they couldn’t eradicate religion completely. But they arrested the development of the religion, and thinking, and theology on the level as it existed before the revolution of 1917. So the Russian Orthodox Church of 1917 continued to be the Russian Orthodox Church in 1991 and in 2013. Continuing the same imperial mantra of the existence of one big Russian nation, one unified people. And when you see the formation of the ideas about nations, about foreign policy in the Russian Empire after 1991, they’re going back to the pre-Bolshevik times.

(01:48:17)
Ukrainians do that as well. Estonians do that as well. The difference is that when Ukrainians go back, they go back to the pre-1917, they had their intellectual fathers and writings of basically liberal nationalism. Or sometimes they go to the radical nationalism of Bandera, which would be not pre-1917, but pre-1945. When the Russians go to pre-Bolshevik past, looking for the ideas, looking for inspiration, looking for the narratives, what they find there is empire, what they find there are imperial projects. And that’s certainly the story of Putin’s claim, that’s the story of the argument. And to conclude the argument that he lays out there, historical argument, comes also almost directly from the narratives of the late 19s and the beginning of the 20th century. So it’s not only the argument is coming from that era, but also the argumentation is coming from that era as well.
Lex Fridman
(01:49:24)
But those arguments are all in the flavor of empire.
Serhii Plokhy
(01:49:29)
It’s empire on the one hand, but also there is imperial understanding of what Russian nation is, that doesn’t allow for independence of its little Russian and white Russian branches, alleged branches. So what you see is the concept of the big Russian nation that’s late 19s beginning 20th century. Empire sees the writing on the wall that nationalism is on the rise, and it tries to survive by mobilizing the nationalism of the largest group in the empire, she happens to be Russian. Stalin is a big promoter of some form of Russian nationalism, especially during the war and after war. And he started his career as a very promising Georgian writer, writing in Georgian. So he’s not doing that for some personal affinity or cultural intellectual roots within Russian nation or Russian people. He is doing that for the sake of the success of his Soviet and communist project. And he has to get the largest ethnic group on board, which are Russians. But Stalin and Putin have different understanding who Russians are. Stalin already accepted Ukrainians and Belarusians, their existence Putin goes back to pre-Stalin and pre-Lenin times.
Lex Fridman
(01:51:05)
So if we step back from the historical context of this and maybe the geopolitical purpose of writing such an essay, and forget about the essay altogether. I have family in Ukraine and Russia. I know a lot of people in Ukraine and Russia. Forget the war, forget all of this, they all sound the same. If I go to France, they sound different than in Ukraine and Russia. If you lay out the cultural map of the world, there’s just a different beat, and music, and flavor to a people. What I’m trying to say is there seems to be a closeness between the cultures of Ukraine and Russia. How do we describe that? Do we acknowledge that and how does that add tension with the national independence?
Serhii Plokhy
(01:52:07)
First of all, especially when it comes to Eastern Ukraine or to big cities, many people in Ukraine spoke Russian. Generally, it’s the same language. On the top of that we started our discussion with talking about the Slavs, so both Ukrainian and Russian language are Slavic languages, so there is proximity there as well.

(01:52:33)
On the top of that, there is a history of existence in the Soviet Union, and before that in one empire for a long period of time. So you see a lot of before the war, a lot of Ukrainian singers and entertainers performing in Russia and vice versa. And biography of President Zelensky certainly fits that particular model as well, that all talks about similarities. But this similarities also very often obscure things that became so important in the course of this war. And I already mentioned the book titled by President Kuchma of Ukraine, Ukraine is Not Russia. So that’s the argument, despite the fact that you think that we are the same, we behave differently. And it turned out that they behave differently. You have Bolotnaya in Moscow and police violence, and that’s the end of it. You have the Maidan in Ukraine and you have police violence, and that’s the beginning, that’s not the end. History really matters in the way why sometimes people speaking the same language with different accents behave very differently.

(01:54:02)
Russia and Russian identity was formed around the state, and has difficulty imagining itself outside of the state, and that state happened to be imperial for most of Russian history. Ukrainian project came into existence in revolt against the state. Ukraine came into existence out of the parts of different empires, which means they left different cultural impact on them. And for Ukrainians to stay together, autocratic regime so far didn’t work. It’s like the colonies of the United States. You have to find common language, you have to talk to each other. And that became part of the Ukrainian political DNA. And that became a huge factor in the war.

(01:54:54)
And very few people in Ukraine believed what Vladimir Putin was saying that Russians and Ukrainians were one and the same people, but the majority believed that they’re certainly close culturally and historically nations. And from that point of view the bombardment of the Ukrainian cities became such a shock to the Ukrainians. Because deep down they maybe looked at Syria, they looked at Chechnya, and were explaining that through the fact that there was basically such a big cultural gap and difference between Russians and those countries and those nations. But my understanding at least, most of them had difficulty imagining the war of that proportion and that ferocity, and bring that war crimes and on that level.
Lex Fridman
(01:55:55)
It’s interesting you say that in the DNA of Ukraine versus Russia. So maybe Russia is more conducive to authoritarian regimes, and Ukraine is more conducive to defining itself by rebelling against authoritarian regimes.
Serhii Plokhy
(01:56:18)
By rebellion, absolutely, and that was the story pretty much before 1991. So what you see since 1991 and what you see today is I would say new factor, certainly in Ukrainian modern history. Because Ukrainians traditionally were very successful rebels. The largest peasant army in the Civil War in the Russian Empire was the Makhno army in Southern Ukraine. And one revolt, Cossack revolts and other revolts, one after another. But Ukrainians had historically difficulty actually maintaining the freedom that they acquired, had difficulty associating themselves with the state. And what we see, especially in the last two years, it’s a quite phenomenal development in Ukraine when Ukrainians associate themselves with the state. Where Ukrainians see a state not just as a foreigner, as historically it was in Ukrainian history.

(01:57:26)
Not just someone who came to take, but the state that is continuation of them, that helps to provide security for them. That the Ukrainian armed forces even before the start of this war had the highest support and popularity in Ukraine. The state today functions unbelievably effectively under attacks and missile attacks, and against city government and local government. And we are witnessing when it comes to Ukraine, we’re witnessing a very important historical development where Ukrainians found their state for the first time through most of their history, and try to make a transition from successful rebels to successful managers and state builders.

NATO and Russia

Lex Fridman
(01:58:27)
I talked to John Mearsheimer recently, there’s a lot of people that believe NATO had a big contribution to the Russian invasion of Ukraine in 2022. So what role did NATO play in this full history from Bucharest in 2008 to today?
Serhii Plokhy
(01:58:49)
NATO was a big part certainly of the Russian justification for the war, that was the theme that was up there in the months leading to the aggression. The truth is that, and Vladimir Putin went on records saying that, that the Western leaders were telling him again and again that there is no chance for Ukraine to become member of NATO anytime soon. Russia was very effective back in the year two ’08 in stopping Ukraine and Georgia on the path of joining NATO. There was a Bucharest Summit at which the US president at that time, George W. Bush was pushing for the membership. And Putin convinced leaders of France and Germany to block that membership. And after that membership for Ukraine and for Georgia was really removed from the realistic agenda for NATO. And that’s what the leaders of the western world in the month leading into the February 2022 aggression were trying to convey to Vladimir Putin.

(02:00:19)
What he wanted there was an ultimatum that really was there not to start negotiations, but really to stop negotiations. He demanded the withdrawal of NATO to the borders of the 1997, if I’m not mistaken. So completely something that neither leaders would accept, nor the country’s members of NATO would accept. But for me, it’s very clear that that was an excuse, that that was a justification.

(02:00:50)
And what happened later in the year 2022 and 2023 certainly confirms me in that belief. Finland joined NATO and Sweden is on the way to joining NATO. So Finland joining NATO, increased border between Russia and NATO, twofold, and probably more than that. So if NATO is the real concern, it would be probably not completely unreasonable to expect that if not every single soldier, but at least half of the Russian army fighting in Ukraine would be moved to protect the new border with NATO in Finland.

(02:01:38)
So I have no doubt that no one in Kremlin either in the past or today looks favorably or is excited about NATO moving, or the countries of Eastern Europe journey NATO. But I have very difficult time imagining that that was the primary cause of the war. And what we see also we talked about Tucker’s interview, he was surprised, but he believed that Putin was completely honest when the first 25 minutes of interview he was talking about relations between Russia and Ukraine, was talking about history. And that was also the main focus of his essay. Essay was not on NATO and Russia, his essay was on Russia and Ukraine. So that is where the real causes are. The broader context is the fall of empire and process of disintegration of empire, not the story of NATO.
Lex Fridman
(02:02:45)
What was to clarify the reason Putin, Russia invaded Ukraine in 2022?
Serhii Plokhy
(02:02:53)
The immediate goal in 2014 when the war started was to stop the drift of Ukraine toward the west and outside of the Russian sphere of influence. The invasion of 2022 perceived the same goals, keeping Ukraine in the Russian sphere of influence. Once we have the resistance, quite effective resistance on the part of Ukraine, the Rammstein and coalition, international coalition in support of Ukraine. Then we see the realization of plan B, where parts of Ukrainian territory are being annexed and included in the Constitution of the Russian Federation. So the two scenarios don’t exclude each other, but if scenario number one doesn’t work, then scenario number two goes into play.
Lex Fridman
(02:03:57)
In the Gates of Kiev chapter, you write about Volodymyr Zelensky in the early days of the war. What are most important moments to you about this time? The first hours and days of the invasion.
Serhii Plokhy
(02:04:13)
The first hours and the first days were the most difficult, psychologically. The rest of the world really didn’t expect Kiev to last for more than few days. Didn’t expect Ukraine to last for more than few weeks. And all the data suggested that that’s what would happen. Ukraine would collapse, would be taken over. Putin called his war a special military operation, which suggests your also expectations about the scope, expectations about the time. So semi-military, semi police operation. So every reasonable person in the world believed that that would happen. And it’s the heroism of “unreasonable” people like Zelensky, like the commander of Ukrainian Armed forces, Zoluzhny, like mayors of the cities, Klitschko and others. I’m just naming names that are familiar to almost all of us now. But there are thousands of those people, unreasonable people who decided that it was unreasonable to attack their country.

(02:05:28)
And that was the most difficult times and days. And speaking about Zelensky, every I understand reasonable leader in the West was trying to convince him to leave Ukraine and to set a government in exile in Poland or in London. And it was reasonable to accept one of his predecessors Mr. Yanukovych fled Kiev. A few months before that in Afghanistan, the president of Afghanistan fled Afghanistan. That was a reasonable thing to expect, and he turned out to be very, very unreasonable in that sense. That comes with the guts, his guts and guts people around him and Ukrainians in general.
Lex Fridman
(02:06:24)
Why do you think he stayed in Kiev, this former comedian who played a president on TV, when Kiev is being invaded by the second most powerful military in the world?
Serhii Plokhy
(02:06:38)
Because I think he believes in things. One of those things was that if he a president and he is in the presidential office, he is there to play his role to the end. And another thing, my personal, again, I never met Volodymyr Zelensky. My personal understanding of him is that he has talent that helped him in his career before the presidency and then helps now. He feels the audience, and then channels the attitude of the audience and amplifies it. And I think that another reason why he didn’t leave Kiev was that he felt the audience, the audience in that particular context for the Ukrainians.
Lex Fridman
(02:07:41)
So he had a sense that the Ukrainians would unify. Because he was quite if you look at the polls before the war, quite unpopular. And there was still divisions and factions, and the government is divided, there’s the East and the West and all this stuff. You think he had a sense that this could unite people.
Serhii Plokhy
(02:08:03)
The East and the West was not already such an issue after Crimea and part of Donbas being gone. So Ukraine was much more united than it was before. He brought to power his before that really non-existent party of regions on his personal popularity. But the important thing is that he created a majority in the parliament, which really reflected the unity that existed among Ukrainians that was not there before. He won with 73% of the population of those who took part in the elections, his predecessor Petro Poroshenko also carried 90% of the precincts. And the same happened with Zelensky. So the country unified after 2014, to a degree it was impossible to imagine before. And Zelensky felt that Zelensky knew that, and that’s where the talent of politician really matters. That’s something that you can see beyond just data, and you can feel that apparently Yeltsin had that ability.

Peace talks

Lex Fridman
(02:09:31)
Why did the peace talks fail? There was a lot of peace talks.
Serhii Plokhy
(02:09:36)
The main reason is that the conditions that Russia was trying to impose on Ukraine were basically unacceptable for Ukraine. Because one of the conditions apart from this strange thing called Denazification, was of course de facto loss of the territory. And for the future, really staying outside either of NATO or any Western support, which was very clear. You can buy a couple of weeks, you can buy a couple of months, but in the conditions like that Russia will come back tomorrow and will take over everything.

(02:10:19)
And once Ukrainians realize that they can win on the battlefield, once the Russians were defeated and withdrew from Kiev, the opportunity emerged to get out of the negotiations, which was very clear were leading, if not today then tomorrow to the complete destruction of Ukraine. And then of course, once the territory started to be liberated, things like butcher and massacres of the civilian population came to the fore, which made also very difficult, if not impossible to conduct negotiations from this moral and emotional point of view.
Lex Fridman
(02:11:05)
What about the claims that Boris Johnson, the West compromised the ability of these peace talks to be successful, basically manipulated the talks?
Serhii Plokhy
(02:11:17)
I asked people who accompanied Boris Johnson to Kiev that question, the answer was no. And I believe this answer, and I’ll tell you why. Because it is very difficult for me to imagine President Zelensky to take orders from anybody in the world. Either whether it is Johnson or Joe Biden or anybody else, and basically doing things that Zelensky believes are not in his interest or in the interest of his country. I just can’t imagine that anybody in the world telling Zelensky what to do, and Zelensky actually following it against his own wishes and desires. At least if that is possible, what is in the public’s sphere doesn’t allow us to suggest that it is.
Lex Fridman
(02:12:23)
That said, Zelensky is a smart man and he knows that the war can only continue with the West’s support.
Serhii Plokhy
(02:12:32)
That is a different supposition to know that it can continue with the West’s support. But if talking about withdrawing from the negotiations, that’s not about the continuation of the war, that you don’t need Western support.
Lex Fridman
(02:12:49)
Well, what I mean is if he started to sense that the West will support no matter what, then maybe the space of decisions you’re making is different.
Serhii Plokhy
(02:12:59)
We can interpret that that way. But Boris Johnson represented at that point Britain, not the United States. And really what the war showed, and it was clear already at that time that what was needed was massive support from the West as a whole. And the promise of that support came only after the West realized that Ukraine can win, and came only in late April is the Rammstein, so at least a few weeks later. So I don’t know how much Boris Johnson could promise, he probably could promise to try to help and try to convince and try to work on that. If Zelensky acted on that promise he certainly was taking a risk. But the key issue, again, I’m going back where I started, it’s principle unacceptance for Ukraine the conditions that were offered. And Ukraine was the moment they saw the possibility that they could fight back with Johnson’s support, without Johnson’s support they took the chance.
Lex Fridman
(02:14:18)
So what are the ways this war can end, do you think? What are the different possible trajectories, whether it’s peace talks? What does winning look like for you this side? What is the role of US? What trajectories do you see that are possible?
Serhii Plokhy
(02:14:33)
It’s a question on the one level very easy to answer, on the other very difficult. The level on which it is very easy, it’s a broad historical perspective. If you really believe, and I believe in that, that this is the war of the Soviet succession, that this is the war of the disintegration of empire. We know how the story ends, and they end with disintegration of empire. They end with the rise of the new states and appearance of the new colored spots on the map. That’s the story that started with the American Revolution, so that’s long-term perspective. The difficult part is of course what will happen tomorrow. The difficult part is what they will be in two days or even in two years. In very broad terms, the war can end in one of three scenarios.

(02:15:36)
The victory of one side, the victory of another side, and a sort of stalemate and compromise, especially when it comes to the territories. This war is already approaching the end of the second year. I follow the news and look analysis. I don’t remember one single piece suggesting that the next year will bring peace or will bring-
Serhii Plokhy
(02:16:00)
Suggesting that the next year will bring peace for sure, and we are in a situation where both sides still believe that they can achieve something or improve their position on the battlefield. Certainly that was the expectations of Ukrainian side back in the summer and early fall of 2023, and from what I understand now, this is certainly the expectations of the Russian side today. This is the largest war in Europe since World War II, the largest war in the world since Korean War. And we know that the Korean war ended in this division of Korea, but the negotiations were going on for more than two years. While those negotiations were going on, both sides were trying to improve their position there. And until there was a political change, death of Stalin, rival of Eisenhower in the United States, and the realization that the chances of succeeding on the battlefield are huge, the peace talks didn’t come. So at this point, all three scenarios are possible. I don’t really discount any of them. It’s early to say what will happen.
Lex Fridman
(02:17:34)
So without any political change, let’s try to imagine what are the possibilities that the war ends this year? Is it possible that it can end with compromise basically at the place it started?
Serhii Plokhy
(02:17:49)
Meaning back to the borders of 2022.
Lex Fridman
(02:17:52)
Yeah. Back to the borders of ’22, with some security guarantees that aren’t really guarantees, but are hopeful guarantees.
Serhii Plokhy
(02:18:01)
No, it’s not just virtual impossibility, it is impossible without political change in Moscow. The reason is that back in the fall of 2022, Vladimir Putin included five of Ukrainian regions, oblasts, even those that he didn’t control or didn’t control fully into the Russian constitution, which basically in simple language is that the hands are tied up not only for Putin himself, but also for his possible successors. So that means that no return to the borders of 2022 without political change in Moscow are possible. A few days after that decision in Moscow, Zelensky issued a decree saying that no negotiations with Russia. What that really meant in plain language is that basically, we’re not prepared to negotiate a stable agreement with five oblasts, not just the next, but also included into the Russian constitution. So that’s where we are, so that scenario, again, everything is possible of course, but it’s highly, highly unlikely.
Lex Fridman
(02:19:22)
So the Russian constitution is a thing that makes this all very difficult.
Serhii Plokhy
(02:19:27)
Yes, and not only as a negotiation tactic for Putin or whoever would negotiate on the Russian side, but also as a legal issue.
Lex Fridman
(02:19:37)
So the practical aspect of it even is difficult.
Serhii Plokhy
(02:19:40)
Yes. You really have to change the Constitution before the peace agreement takes hold or immediately after that. And with the Minsk agreements, that was one of things that Russia wanted from Ukraine, change of the Constitution, and it turned out to be rarely impossible. So that’s one of the backstories of the Minsk and collapse of the Minsk agreements.
Lex Fridman
(02:20:05)
Is there something like Minsk agreements that are possible now, maybe this is a legal question, but to override the Constitution to sort of shake everything up? So see the constitutional amendment as just a negotiation tactic to come to the table to something like Minsk agreement?
Serhii Plokhy
(02:20:25)
Given how fast those amendments to the Constitution were adopted, that suggests that really, executive power in Russia has enormous power over the legislative branch. So it’s again difficult to imagine, but technically this is possible, again, but possible if there is a political change in Moscow.
Lex Fridman
(02:20:50)
I don’t understand why assuming political change in Moscow is not possible this year, so I’m trying to see if there’s a way to end this war this year. Right?
Serhii Plokhy
(02:20:59)
There is a possibility of armistice, right? But armistice more like any armistice, along the lines of the current front lines. But withdrawal of the Russian troops to the borders of 2022 at this point, whether it’s reasonable or unreasonable, can be achieved all only as the result of the defeat of the Russian army like it happened near Kiev. Is it possible? Possible. Is it likely, especially given what is happening with the Western support, military support for Ukraine? Probably not.
Lex Fridman
(02:21:36)
But if Putin, the executive branch has a lot of power, why can’t the United States president, the Russian president, the Ukrainian president come to the table and drop something like Minsk agreements, and then rapid constitutional changes made and you go back to the borders of before 2022? Through agreements, through compromise, impossible for you?
Serhii Plokhy
(02:22:03)
Certainly not this year. I look at this year as the time when at least one side, Russian side, will try to get as much as it can through military means.
Lex Fridman
(02:22:17)
But that’s been happening last year too. There’s been a counteroffensive, there’s attempts.
Serhii Plokhy
(02:22:22)
It doesn’t mean that new year somehow is supposed to bring new tactics. The last year was pretty much a lot of fighting, a lot of suffering, very little movement of the front line. The biggest change of the last year was Ukraine victory on the Black Sea, where they pushed the Russian Navy into the western part of the pond and restored the grain corridor and export from Odessa, apparently up to 75% of what it used to be before the war. So that’s the only major change but again, the price is enormous in terms of wealth, especially in terms of lives.

Ukrainian Army head Valerii Zaluzhnyi

Lex Fridman
(02:23:18)
So thinking about what 2024 brings, Zelensky just fired Ukraine’s head of the army, a man you’ve mentioned, General Valery Zaluzhny. What do you make of this development?
Serhii Plokhy
(02:23:32)
This is a very, very dangerous moment in the war. The reason for that is that Zaluzhny is someone who is very popular with the army and we people in general. So if you look at that through American prism, that would be something analogous to President Truman firing General MacArthur, given that stakes for U.S at that time were very high, but probably not as high as they’re for Ukraine today. In both cases, what is at stake is certainly the idea that the political leadership and military leadership have to be on the same page.

(02:24:22)
And the question is whether on the part of Zelensky, this is just the change of the leadership or this is also the change of his approach to the war, and that can mean many things. One, can mean him taking more active part in planning operations. It can mean also possible change of the tactic in the war, given that counteroffensive didn’t work out. We don’t know yet. I don’t know whether President Zelensky at this point knows exactly what will come next, but this is the time when the change of the leadership in the country and in the army that is at war, it’s one of the most trying, most dangerous moments.
Lex Fridman
(02:25:14)
So the thing that President Zelensky expressed is that this is going to be a change of tactics, making the approach more technologically advanced, those kind of things. But as you said, I believe he is less popular than the chief of the army, Zaluzhny, 80% to 60% depending on the polls. Do you think it’s possible that Zelensky’s days are numbered as the president and that somebody like Zaluzhny comes to power?
Serhii Plokhy
(02:25:51)
What we know is that in this war, Ukrainian people really united around their president and the armed forces were always, even before the start of the war, more popular than was the presidential office., so the change that happened in that realm was not so dramatic. And from what I can see from social media in Ukraine, there is a lot of unhappiness, a lot of questions, but there is also realization, and very strong realization, that the country has to stay united. And certainly the behavior of Zaluzhny himself is there basically not suggesting any sort of a Prigozhin type of scenario. That gives me some hope, actually a lot of hope.

(02:26:54)
And in terms of whether Zelensky’s days are numbered or not, I don’t think they’re numbered, but if Ukraine stays a democracy, and I believe it’ll stay, what comes to my mind is the story of Churchill, the story of de Gaulle. In Poland, the story of Pilsudski. So once the war is over, really the electorate in the Democratic elections, they want to change the political leadership, they want to move forward. But Pilsudski came back to power, and de Gaulle came back to power, and Churchill came back to power. So no, whatever happens in the short run or medium term run, I think that Zelensky’s days in politics are not numbered.
Lex Fridman
(02:27:52)
So what to you is interesting? For example, if I get a chance to interview Zelensky, what to you is interesting about the person that would be good to ask about, to explore about, the state of his mind, his thinking, his view of the world as it stands today?
Serhii Plokhy
(02:28:07)
Next month we’re supposed to take place Ukrainian elections. They’re not taking place because the majority of Ukrainians don’t think this is the right thing to do, to change the president, to have the elections, to have a political struggle in the middle of the war. So Zelensky refused to call those elections, despite the fact that he is and continues to be the most popular politician in Ukraine. So it would be to his benefit, but that’s clearly not what the Ukrainians want. But the question of continuing as the president beyond five years also one way or another would raise questions about the legitimacy, and certainly Russia will be playing this card like there is no tomorrow. What I would be interested in asking Zelensky about, whether he sees that his second term, which comes on those conditions, would suggest a different attitude toward the opposition. Maybe some form of the coalition government, like it was the case in Britain with Churchill, under different circumstances of course, or this is basically, in his opinion, something that would be destructive and something that would really be an impediment for the issue, for the question of unity and war effort. And I would ask this question not to basically suggest that that’s the way to go, but I would be very much interested to hear what is his thinking about that is.

Power and War

Lex Fridman
(02:29:54)
Do you think there’s a degree during wartime that the power that comes with being a war president can corrupt the person, sort of push you away from the democratic mindset towards an authoritarian one?
Serhii Plokhy
(02:30:13)
I think that there is a possibility of that, right? In the conditions of any emergency, a war, in the case of the Soviet Union, there was a Chernobyl disaster and so on and so forth, you make decisions much faster. You create this vertical and then it’s very easy to get really used to that way dealing with the conditions of emergency. And in continuing emergency or with no emergency, they’re continuing the emergency mode. I think again, that would be a very, very natural thing for any human being to do to make it easier. Should I do that easier and in more effective way, or should I do the right way? That’s the challenge. Sometimes it’s difficult to answer this question.
Lex Fridman
(02:31:17)
Let me stay in power for just a little longer to do it the efficient way, and then time flies away and all of a sudden you’re going for the third term and the fourth term.
Serhii Plokhy
(02:31:28)
And suddenly it’s easy to realize that actually, you can’t control in any other way. Whatever skills you had or people around that can help, is that already gone?
Lex Fridman
(02:31:40)
Exactly. The people that surround you are not providing the kind of critical feedback necessary for democratic system. One of the things that Tucker said after his interview with Putin, he was just in his hotel just chatting on video, and he said that he felt like Putin was not very good at explaining himself, like a coherent, whole narrative of why the invasion happened or just this big picture. And he said that’s not because he doesn’t have one, but it’s been a long time since he’s had somebody around him where he has to explain himself to so he’s out of practice, which is very interesting. It’s a very interesting point. And that’s what war and being in power for a prolonged period of time can do. So on that topic, if you had a chance to talk to Putin, what kind of questions would you ask him? What would you like to find out about the man as he stands today?
Serhii Plokhy
(02:32:46)
As a historian, I have a lot of questions, and I have questions about when the decision was made to attack Ukraine and what went into this decision because we’re thinking about that, we’re trying to solve. As a historian, I have this big question. I have question about the Crimea when those decisions were made. So that sort of questions that interest me, but the rest either I think that I understand what is going on with him or I don’t expect the answer that can help. For example, a good question, whether you regret or not the start of the war in ’22, given the enormous, enormous casualties on both sides. But you can’t expect from a politician an honest answer to this question. Right? So there are questions to which I know he can’t answer honestly, and then there are other questions to which I think already provided all answers that he could. So what for me is of interest are basically questions for a historian about the timing and the logic of particular decisions.
Lex Fridman
(02:34:04)
Well, I do wonder how different what he says publicly is from what he thinks privately, so a question about when the decision to invade Ukraine happens is a very good question to give insight to the difference between how he thinks about the world privately versus what he says publicly. And same about empire is if you ask Putin, he will say he has no interest in empire and he finds the notion silly, but at the same time, perhaps privately there’s a sense in which he does seek the reunification of the Russian Empire.
Serhii Plokhy
(02:34:52)
Not in the form of the Russian Empire, not in the form of the Soviet Union, but certainly in some form of the Russian control. For me at least, it’s quite clear, otherwise there would be no busts to the Russian emperors and Catherine and Peter and others.
Lex Fridman
(02:35:18)
You wrote in your book titled The Frontline: Essays on Ukraine’s Past and Present about the Russian question, I guess articulated by Solzhenitsyn first in 1994. Solzhenitsyn of course is the year of The Gulag Archipelago, he’s half Ukrainian. What is the Russian question?
Serhii Plokhy
(02:35:42)
Solzhenitsyn clearly identifies himself as a Russian, and his opposition to the communist regime was a position of a Russianist. So his argument was that communism was bad for Russia, and for him Russian question is about the ethnic Russians, but also he was thinking about Russians in Putin’s terms, how Putin thinks. In Solzhenitsyn’s terms about Ukrainians and Belorussians constituting part of that. So the Russian question is the biggest tragedy of the 20th century, the the loss of the statehood and division of the Russians between different states. This is the Solzhenitsyn Russian question, and his original idea and plan was presented in the essay that he published in 1990, which was called How We Should Restructure Russia.

(02:36:52)
And restructure Russia meant getting rid of the Baltics, Central Asia Caucasus and have Russians, Ukrainians, and Belorussians, including those who live in northern Kazakhstan to create one nation state. So he was a Russian nationalist, but he was thinking about Russian nation state as the state of Russians, Ukrainians, and Belorussians. And once the Soviet Union collapsed and his idea was not implemented in the 1990s, he formulated plan B, taking over by Russia of Donbas, Crimea, and southern Ukraine, the areas that now are included in the Russian constitution. So in historical terms and intellectual terms, what is happening today in the war between Russia and Ukraine is the vision on one level or another level that was formulated by the noble laureate Aleksandr Solzhenitsyn, half Russian, half Ukrainian.
Lex Fridman
(02:38:04)
If there is such a thing, what would you say is the Ukrainian question as we stand today?
Serhii Plokhy
(02:38:10)
The Ukrainian question is very simple. Now it’s not anymore acquisition of the nation state, but actually a sovereign state. But it’s maintenance, so the Ukrainian question is like dozens of other questions in the 20th and 21st century, the rise of the new state. And that’s what is the Ukrainian question, whether Ukraine will continue to its existence as a nation, as an independent state, because that existence has been questioned by stating that Russians and Ukrainians so on are the same people, which de facto is saying your guy is Russian and also trying to destroy the state.
Lex Fridman
(02:38:58)
Is it possible that if the war in Ukraine continues for many more years, that the next leader that follows Zelensky would take Ukraine away from a democratic western style nation towards a more authoritarian one, maybe even with a far right influence, this kind of direction because of the influence of war?
Serhii Plokhy
(02:39:25)
Everything is possible and the longer the war continues, the more likely a scenario like that becomes. But realization of that scenario would go against the grain of largest part of Ukrainian history. Where Ukraine really emerged as a pluralistic state on which the elements of democracy were built in the last 30 years would go against the grain of the Ukrainian society where, as one author formulated in the 1990s, he wrote a book, Ukrainian Nationalism: A Minority Faith, where the nationalist was a minority faith. And radical nationalism continues to be or at least continued to be in 2019 a minority faith during the last elections. So possible, but unlikely given the historical realities of the last 30+ years.

Holodomor

Lex Fridman
(02:40:28)
I could talk to you for many more hours on Chernobyl alone, since you’ve written a book on Chernobyl and nuclear disaster. There’s just a million possible conversations here, but let me just jump around history a little bit. Back before World War II, my grandmother lived through Holodomor and World War II, Nazi-occupied Ukraine. Holodomor, what do you learn let’s say about human nature and about governments and nations from the fact that Holodomor happened? And maybe you could say what it is and why it happened?
Serhii Plokhy
(02:41:11)
Holodomor is a massive famine in Ukraine between the years 1932 and 1934, and it happened as the result of forceful collectivization of the agriculture, and a tamp on the part of Stalin also really roll Ukraine into the Soviet Union with basically no potential opposition from Ukraine, now national communists. So two things came together in December of 1932 when in the same decree, Stalin and Molotov signed a decree on the acquisition of the grain, which led eventually to the mass starvation, and on the banning of Ukrainian language publications and education in other Soviet republics outside of Ukraine, and introducing limitations on the so-called Ukrainianization policies, so the use of Ukrainian language in Ukraine itself. And the numbers are debated. The numbers that most of the scholars work today are 4 million, but again, there are larger numbers as well that circulate.

(02:42:39)
The famine of ’32-’33 was not exclusive Ukrainian phenomenon, but most of Ukraine in the Soviet Union died in Ukraine. And Ukraine was the only place where the policy on collecting grain were coming together with the policy of the cleansing of the political leadership, sending people from Moscow to recover the leadership and attack on Ukrainian culture. So in terms of what I learn about human nature, it’s more me learning about the ideologies of the 20th century because it’s not the only famine in the communist lands. The famine in China, which was in terms of the numbers, much more devastating than that. It’s in a different category and for a good reason, but you have Holocaust. What unites these things is the time. This is 20th century.

(02:43:49)
What unites them are the dominance in the societies that are doing that, really ideologies that not just devalued human life, but considered that actually the way forward is by destroying large group of populations defined ethnically, religiously, socially, or otherwise, which tells about the time, but tells also about humanity because for centuries before that human life was valued. There were enemies, but the idea was that human life can put and at the end of the day, they can be slaves. You can use them for productive force. Countries in the 18th century with southern Ukraine, they were looking for settlers, for people to bring and live on land. You move into the 20th century and there is mass destruction of the population in the name of ideologies, which basically are by definition destroy human lives.

(02:44:57)
And that’s what’s really so shocking and striking because that break with not just with issues of morale, not just with issues of humanity, with any common sense, what is happening. And I’m absolutely convinced that we didn’t learn the lesson. I’m absolutely convinced that we didn’t learn the lesson. With turning our page on fascism communism, we somehow decided that we are free of that. That at least in those terms, history came to and end. That what is ahead is the future and nothing of that sort. What happened would take place to a degree that people would get in trouble for comparing any statements or events that happening today with the communism or fascism. And so I feel responsibility of myself and as a historian in particular for not doing a better job about telling people that, “Well, we are who we are and we have as humans our dark side and we have to be very careful.”
Lex Fridman
(02:46:25)
So there is a human capacity to be captured by an idea, an ideology that claims to bring up a better world as the Nazis did, as Soviet Union did. And on the path of doing that, devaluing human life, that we will bring a better world. And if millions of people have to be tortured on the way to that, all right, but at least we have a better world and human beings are able to if not accept it, look the other way.
Serhii Plokhy
(02:47:01)
Yes. And in the name of a particular nation or race, like it was the Third Reich or in the name of the humanity of the future. So not just devalue human life, destroy human life.

Chernobyl

Lex Fridman
(02:47:17)
Is there something fundamental about communism and centralized planning that’s part of the problem here? Maybe this also connects to the story of Chernobyl, where the Chernobyl disaster is not just a story of failure of a nuclear power plant, but it’s an entire institution of the scientific and nuclear institution, but the entirety of the government.
Serhii Plokhy
(02:47:42)
There is, and there is a number of factors of political and social character that produced Chernobyl. One of them is generally the atmosphere of secrecy in the Soviet Union in the conditions of the Cold War. Chernobyl reactor was a dual purpose reactor. It could boil water today and produce enriched uranium tomorrow, so it was top secret and if there were problems with that reactor, those problems were kept secret even at people who operated the reactor. That’s what happened in Chernobyl. Another big, big part of the story, which is specifically Soviet, that’s the nature of the managerial culture and administrative culture in which people had no right to make their own decisions in their place, in their position.

(02:48:48)
A few years before that, Three Mile Island happened, which was a big, big nuclear disaster, but in terms of consequences, nothing like Chernobyl. And there in the context of the American legal culture and managerial culture, people who were operators, who were in managerial positions, that was their responsibility to take decisions. President Carter came there, but he was not calling shots on none of those issues. What you see with Chernobyl, and people who saw HBO series know that very well, the moment the high official arrives, everyone actually falls in line, it’s the official who calls the shot. And to move population from the city of Pripyat, you needed the okay coming from Moscow from the very top. So that is Soviet story, and then there is a global story of cutting corners to meet either deadlines like it was with that test that they were running at that time, or to meet production quotas. This is not just socialist thing, you can-
Serhii Plokhy
(02:50:00)
… quotas, this is not just socialist thing. You can replace production quotas with profit and you get the same story. So some parts in that story are generally reflective of today’s world in general. Others are very specific, very specific for Soviet Union, for Soviet experience. And then the biggest, probably, Soviet part of that story is that on the one hand, the government in Moscow and Kiev, they mobilize all resources to deal with that, but they keep information about what is happening and the radiation clouds secret from the rest of the population, something that completely would be impossible and was impossible in the US, in UK where other accidents happened.

(02:50:58)
And then guess what? A few years later, the Soviet Union collapses very much also thanks to the mobilization of people over the issue of Chernobyl and nuclear energy. People writing about that subject call it eco-nationalism, ecological nationalism, which comes at least in part from withholding information from people. And in Ukraine, mobilization didn’t start over the issues that led to independence, didn’t start over the issue of language or didn’t start over the issue of national autonomy. It started under the slogans, “Tell us the truth about Chernobyl. We want to know whether we live in contaminated areas or not.”

(02:51:50)
And that was a very, very strong factor that crossed, not just ethnic religious linguistic lines, lines between members of the party and not members of the party of the top§ leadership and not in military and civilian because it turned out that the party card didn’t protect you from being affected by radiation. So the all national mobilization happens. The first mass manifestations are about Chernobyl, not about anything else.
Lex Fridman
(02:52:24)
That’s fascinating. For people who might not know, Chernobyl is located in Ukraine. It’s a fascinating view that Chernobyl might be one of the critical threshold catalysts for the collapse of the Soviet Union. That’s very interesting. Just as a small aside, I guess this is a good moment to give some love to the HBO series. Even though it’s British accents and so on, it made me realize that some of these stories in Eastern Europe could be told very effectively through film, through series. It’s so incredibly well done. And maybe I can ask you. Historically speaking, were you impressed?
Serhii Plokhy
(02:53:09)
I was. I was and I think that the mini-series are very truthful on a number of levels and very untruthful on some others. And they got very well the macro and micro levels. So the macro level is the issue of the big truth and the story there is very much built around the theme that I just discussed now. It’s about the cost of lies and the Soviet Union lying to the people. And that’s what the film explores. So that, I call it a big truth about Chernobyl. And they got a lot of minor things really, really very well. Like the curtains on the windows, like how the houses looked from inside and outside. I didn’t see any post-Soviet film or any western film that would be so good at capturing those everyday details.

(02:54:23)
But then there is a huge gray area in between big truth and small truths of recreating the environment. And that’s how you get from one to another. And then you see the KGB officers coming and taking someone out of the meeting and arresting, which was not necessary. You see the Soviet boss threatening someone to throw the person from the helicopter. So you get these Hollywood sort of things despite the fact that it’s HBO series. And they’re the best really as a film in the fourth episode where they completely decided just to hell with the reality and let’s make a film.

(02:55:10)
So they bring Legasov, one of the key characters, to the court meetings. They bring Soviet party boss, Shcherbina, he wasn’t there. They created drama there. So they got the main thing, the big truth right, and that’s why I like this production.
Lex Fridman
(02:55:35)
Sometimes to show what something felt like you have to go bigger than it actually was. If you… I don’t know. If you experience heartbreak and you see a film about it, you want there to be explosions.
Serhii Plokhy
(02:55:53)
You want to see this in images. Visible, right? But the question again, I just mentioned KGB marching in and some party leader giving a speech, they were not giving that speech, but the sense was there and it was in the air and I, as people of my generation who were there, knew that and recognized that. But for new generation, whether they are in Ukraine and Russia, in US, in Britain, in Zimbabwe, anywhere, you have do these little untruths and introduce them. And I had a very interesting on-air conversation with the author of the script, Mazin, and I asked him the question of the film declared really the importance of the truth, but how do you square that with the need in the film, to really put it mildly, to go beyond the measures of truth, whatever understanding of that term is?
Lex Fridman
(02:57:12)
Well, I suppose it is a bit terrifying that some of the most dramatic moments in history are probably quite mundane. The decisions to begin wars, invasions, they’re probably something like a Zoom meeting on a random Tuesday in today’s workplace. So it’s not like there’s dramatic music playing. These are just human decisions and they command armies and they command destruction. I personally, because of that, believe in the power of individuals to be able to stop wars, not just start wars, individual leaders.

Nuclear power


(02:57:51)
So let me just ask about nuclear safety because there’s an interesting point you make. You wrote in the book in Atoms and Ashes: A Global History of Nuclear Disasters, so technically nuclear energy is extremely safe. If there’s a number of people died per energy generated, it’s much safer than coal oil, for example, as far as I understand. But the case you also make is you write, quote, “Many of the political, economic, social and cultural factors that led to the accidents of the past are still with us today, making the nuclear industry vulnerable to repeating old mistakes in new and unexpected ways and any new accidents are certain to create new anti-nuclear mobilization.”

(02:58:35)
And then you continue with, “This makes the nuclear industry not only risky to operate, but also impossible to count on as a long-term solution to an overwhelming problem.” Can you explain that perspective? It’s an interesting one, speaking to the psychology when an accident does happen, it has a dramatic effect. And also speaking to the fact that accidents can happen, not because of the safety of the nuclear power plant, but of the underlying structure of government that oversees it.
Serhii Plokhy
(02:59:14)
Yes, I wrote a book on Chernobyl and then I tried to understand Chernobyl better by placing it in the context of other disasters. As a historian I was looking at the political factors and social factors and cultural factors, not the physics or engineering part of the story. And the factors that are still with us are, like it was the case in Chernobyl, the authoritarian regimes and high centralization of the decision-making and desire to cut corners and also the issues associated with secrecy.

(02:59:57)
So that is with us, if you look at where the future of the nuclear industry is now at this point, it’s the regimes and powers in the Middle East, that’s a big new frontier. The countries that are not particularly known for the history of democratic existence. Where we also have the situation that we had at Three Mile Island that we had at Chernobyl, this is the first generation nuclear engineers. So people who are, where the country doesn’t have a lot of experience and generations after generations working in that particular industry where it’s all new. That is certainly additional risk.

(03:00:53)
And what we got now with this current war is something that… Not that people completely didn’t expect, but didn’t happen in the past. You see the war come into the nuclear sites, Chernobyl was taken over by the Russian army or National Guard rather, on the first day of the invasion. Then there was Zaporizhzhia, the largest nuclear power plant in Europe where the battle was waged on the territory of the nuclear power plant. The missiles being fired, buildings catching fire, and the situation that brought the Fukushima disaster was there at Zaporizhzhia more than once, and Fukushima came because the reactors were shut down as they are at Zaporizhzhia, but they still needed electricity to bring water and to them down.

(03:01:52)
And in Fukushima case, it was the tsunami that cut off the supply of electricity. In the case of Zaporizhzhia, there was the warfare that was happening in the area around Zaporizhzhia that did the same effect. So we have 440 reactors in the world today, plus minus. None of them was designed to withstand the direct missile attack or to function in the conditions of the warfare. Operators they’re human, then they make mistakes like they did it Three Mile Island or Chernobyl. But think also if the war is happening around them, if they’re not sure what is happening with their families, if they don’t know whether next missile, whether will hit the control room or not, that multiplies also.

(03:02:46)
So we are in a situation where we are not done yet with the nuclear accidents. It’s not like we don’t pay attention or we don’t learn. Smart people work on that and after every accident, try to figure the way how not to step into the same trap. But next accident would actually expose new vulnerability. You deal with Chernobyl and then tsunami comes. You deal with tsunami and then war comes. And we really in that sense, we have sometimes wild imagination, but sometimes it’s difficult to imagine what can happen next. So we are not done. There will be nuclear accidents unfortunately in the future.

(03:03:41)
And that makes nuclear energy so problematic when you count on it to fight climate change. I’ll explain why. You gave the figures how many people die from burning coal, from how many people die from radiation. And it’s a good argument. Some people would question them because it’s also the issue of not just dying, but impact of radiation on cancer, on our health, which is not completely understood yet. So still there is a lot of question marks, but let’s assume what you’re saying, that’s the figures. That’s how it is. But we as people, for whatever reason are not afraid of coal, but we’re very much afraid of radiation. It’s invisible, it’s everywhere and you can’t see it.

(03:04:43)
And then you start having issues and then you have problems during the COVID, the governments closed the borders, maybe a good idea, maybe not so good ideas, isolation. So that was the way governments started to fight for access, to fight, to Moderna, to Sputnik, to whatever it’s, to vaccine. So now back to the radiation. What is happening once Chernobyl happens? That’s the highest point in the development of nuclear industry so far in terms of how many new reactors were commissioned or the licenses were issued.

(03:05:35)
The next reactor after Three Mile Island in the US go ahead was given, it seems to me 10 years ago or something like that, the Fukushima happens, the reaction is in China to that as well. They’re very much concerned. So there is a saying in the field, “Anywhere is Chernobyl everywhere.” After Fukushima, Germany decides to go nuclear-free and gets there at the expense of burning coal. So that’s how we react. And each major accident, that means global freeze on the nuclear reactor production for at least another 10 years. So that’s what I mean that nuclear industry is politic, not just in terms of technology and not just in terms of radiation, impact on health, but also politically a very, very unreliable option.
Lex Fridman
(03:06:38)
And to you, you suspect that’s an irreparable aspect of human nature in the human mind that there are certain things that just create a kind of panic, invisible threats of this kind. Whether it’s a virus or radiation. There’s something about the mind, if I get a stomach ache in the United States after Fukushima, I kind of think it’s probably radiation, this kind of irrational type of thinking. And that’s not possible to repair?
Serhii Plokhy
(03:07:10)
I think we can be trained. We can be trained.
Lex Fridman
(03:07:15)
Pretty smart, aren’t we? Education.
Serhii Plokhy
(03:07:16)
But generally, we are afraid of things that we see, but even more, we’re afraid of things that we don’t see and radiation is one of those.

Future of the world

Lex Fridman
(03:07:28)
Let’s zoom out on the world. We talked about the war in Ukraine. How does the war in Ukraine change the world order? Let me just look at everything that’s going on. Zoom out a bit. China, the Israel-Gaza war, the Middle East, India. What is interesting to you, important to think about, in the coming years and decades?
Serhii Plokhy
(03:07:57)
As a historian, and I’m trained that way, I have a feeling of deja vu. I see the Cold War is coming back in many of its features. And the war started, and we discussed that, in 2014, at least in my interpretation, with Russia trying to really reestablish its control over the post-Soviet space and Ukraine was crucial for that project. The more global Russian vision since 1990s was that they didn’t like the American monopolar world. They knew and realized that they couldn’t go back to the bipolar world of the Cold War era. So the vision was multipolar world. Again, it wasn’t just academic exercise, it was a political exercise in which Russia would be one of the poles on par with China, on par with European Union, on par with the United States. That’s very broadly speaking the context in which the war starts in 2014.

(03:09:21)
Where we are now? Well, we are now in Russia certainly trying to regain its military strength, but no one actually believes that Russia is the superpower it was imagined before 2022. We see certainly Russia finding the way to deal with the sanctions, but we don’t see certainly Russia as an economic power with any sort of a future. So it is not an implosion of the Russian military economic and political power, but it’s significantly… actually it’s diminished. So today, very difficult to imagine Russia emerging as another pole of the multipolar world. Not impossible, but the war certainly made that very problematic and much more difficult.

(03:10:26)
On the other hand, what the war did, it basically awakened the old West. United States and Western Europe transatlantic alliance. On the top of that, there are East European countries that are even much, even much stronger proponents of assistance for Ukraine than is Germany or the United States of America. So it is the replay of the Cold War story, the Return of the West, one of the chapters in my book, the Russo-Ukrainian War is called that way. We also can see the elements of the rebuilding of the Beijing-Moscow alliance of the 1950s, which was a very important part of the Cold War. It was extremely important part of the Korean War that in many ways launched also the Cold War globally.

(03:11:25)
So I see a lot of parallels of going back to the time of the Cold War and the bipolar world that emerges, it’s not anymore the world focused on Washington and Moscow. It’s more like world focused on Washington and Beijing. And then there are countries in between. There are countries in between that join one bloc or another bloc that is emerging that is not fully formed. This, in my opinion, makes the task of us historians to really go back to the Cold War and look through new perspective on the history of that conflict because there is a lot of things that we can learn.
Lex Fridman
(03:12:14)
So in some ways, history does repeat itself here. So now it’s a cold war with China and the United States. What’s a hopeful trajectory for the 21st century for the rest of it?
Serhii Plokhy
(03:12:28)
The hopeful trajectory is really trying to be as wise and as lucky as our predecessors during the Cold War War were. Because the dominant discourse so far about the Cold War was what a horrible thing that Cold War was. What did we do wrong? How did we end up in the Cold War? And I think especially today, this is a wrong question to ask. The right question to ask is how did it happen? What did we do so right that for now more than 70 years, we don’t have a world war? How come that after World War I, World War II came within 20 years? What helped us to keep the world on the brink, but still away from the global war for such a long period of time? How to keep the Cold War cold. That’s the biggest lesson that the history of the Cold War can give us. And I don’t think we ask the question quite often enough, ask the question that way. And if you don’t ask right questions, we don’t get right answers.
Lex Fridman
(03:13:53)
Yeah, you’ve written a book, a great book on the Cuban Missile crisis. We came very close, not to just another world war, but to a nuclear war and the destruction of human civilization as we know it. So I guess it’s a good question to ask, what did we do so right? And maybe one of the answers could be that we just got lucky. And the question is how do we keep getting lucky?
Serhii Plokhy
(03:14:32)
Luck is clearly, clearly one of the factors in Cuban Missile crisis because what happened there, and there is one of the lessons, is that eventually, the commanders at the top, they believe that they have all the cards, they negotiate with each other. They try to see who blinks first in the game of nuclear brinkmanship. The trick is that they don’t control fully people on the ground. The most dangerous moment, or one of the most dangerous moment of the Cuban Missile crisis was the Soviet missile shooting down the American airplane, killing the pilot, an act of war. So technically we’re already in the war. And the order to shoot the missile was given with Moscow having no clue what was going on the ground. Moscow never gave approval for that.

(03:15:40)
And again, I described that in book many times about Kennedy bringing back his wisdom from World War II years. There always will be SOB who didn’t get the order or missed things that was happening on the American side as well. So people who believe that they’re in control really are not in control, and that can escalate whether they very often against their wishes. So that is one lesson, but going back to what we’re still here and why the world didn’t end up in 1962 is that the leadership, and I come to the issue that you strongly believe in that people, personalities matter, leaders matter. They were very different. Age, education, political careers, understanding what politics are and so on and so forth.
Lex Fridman
(03:16:45)
You mean Khrushchev?
Serhii Plokhy
(03:16:47)
Khrushchev and Kennedy. Yes, but they had one thing in common, that in one way they belong to the same generation. That was generation of the Bikini Atoll, that was the generation of the hydrogen bomb. The bomb that unlike the atomic bomb, they knew could destroy the world. And they were scared. They were scared of the nuclear weapons and they tried to do whatever they could pushing against their advisors or trying to deal with their anxieties. The first is true for Kennedy, later maybe for Khrushchev to make sure that the war between the United States and the Soviet Union doesn’t start because they knew that that war would be a nuclear war.

(03:17:50)
So we have a very, very paradoxical sort of situation. The crisis occurred because of the nuclear weapons, because Khrushchev put them on Cuba, but the crisis was resolved and we didn’t end in the third World War because of the nuclear weapons, because people, leaders were afraid of them. And that’s where I want to put emphasis. It’s not that the nuclear weapons created crisis or solved the crisis, it’s basically our perception of them. And we are now in the age after the Cold War era, with the new generation of voters, with the new generation of politicians. We don’t belong to the generation of bikini atoll. You maybe know what bikini is, but we think that this is something-
Lex Fridman
(03:18:42)
It’s a different thing. Yeah.
Serhii Plokhy
(03:18:42)
… That this is something else. And it’s very important.
Lex Fridman
(03:18:46)
It’s so fascinating how that fades into memory, that the power and the respect and fear of the power of nuclear weapons just fades into memory. And then we may very well make the same mistakes again.
Serhii Plokhy
(03:18:59)
Yes, we can.
Lex Fridman
(03:19:01)
Another leader said that, I believe, but about a totally different topic. Well, like you said, I’m also glad that we’re here as a civilization, that we’re still seem to be going on. There’s several billion of us. And I’m also glad that the two of us are here. I’ve read a lot of your books. I’ve been recommending it. Please keep writing. Thank you for talking today. This was an honor.
Serhii Plokhy
(03:19:24)
Thank you very much, Lex. It was a pleasure.
Lex Fridman
(03:19:27)
Thanks for listening to this conversation with Serhii Plokhy. To support this podcast. Please check out our sponsors in the description. And now, let me leave you with some words from Ernest Hemingway. “Never think that war, no matter how necessary nor how justified is not a crime.” Thank you for listening and hope to see you next time.

Transcript for Tucker Carlson: Putin, Navalny, Trump, CIA, NSA, War, Politics & Freedom | Lex Fridman Podcast #414

This is a transcript of Lex Fridman Podcast #414 with Tucker Carlson.
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Table of Contents

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Introduction

Tucker Carlson
(00:00:00)
… he said very specifically, “Depending on the questions you ask Putin, you could be arrested or not.” And I said, “Listen to what you’re saying. You’re saying the US government has control over my questions and they’ll arrest me if I ask the wrong question. How are we better than Putin if that’s true?” Killing Navalny during the Munich Security Conference in the middle of a debate over $60 billion in Ukraine funding. Maybe the Russians are dumb. I didn’t get that vibe at all. I don’t think we kill people in other countries to affect election outcomes. Oh wait, no, we do it a lot and have for 80 years.
Lex Fridman
(00:00:39)
The following is a conversation with Tucker Carlson, a highly influential and often controversial political commentator. When he was a Fox, Time Magazine called him the most powerful conservative in America. After Fox. He has continued to host big, impactful interviews and shows on X, on the Tucker Carlson podcast, and on tuckercarlson.com. I recommend subscribing, even if you disagree with his views. It is always good to explore a diversity of perspectives. Most recently, he interviewed the President of Russia of Vladimir Putin. We discussed this, the topic of Russia, Putin, Navalny, and the War in Ukraine at length in this conversation. Please allow me to say a few words about the very fact that I did this interview. I have received a lot of criticism publicly and privately when I announced that I’ll be talking with Tucker.

(00:01:32)
For people who think I shouldn’t do the conversation with Tucker or generally think that there are certain people I should never talk to, I’m sorry, but I disagree. I will talk to everyone, as long as they’re willing to talk genuinely in long form for 2, 3, 4 or more hours. I’ll talk to Putin and to Zelensky, to Trump and to Biden, to Tucker and to John Stewart, AOC, Obama, and many more people with very different views on the world. I want to understand people and ideas. That’s what long form conversations are supposed to be all about. Now for people who criticize me for not asking tough questions, I hear you, but again, I disagree. I do often ask tough questions. But I try to do it in a way that doesn’t shut down the other person, putting them into a defensive state where they give only shallow talking points. Instead, I’m looking always for the expression of genuinely held ideas and the deep roots of those ideas. When done well, this gives us a chance to really hear out the guest and to begin to understand what and how they think.

(00:02:40)
And I trust the intelligence of you, the listener, to make up your own mind to see through the bullshit, to the degree there’s bullshit and to see to the heart of the person. Sometimes I fail at this, but I’ll continue working my ass off to improve. All that said, I find that this no tough questions criticism often happens when the guest is a person the listener simply hates and wants to see them grilled into embarrassment. Called the liar, a greedy egomaniac, a killer, maybe even an evil human being and so on. If you are such a listener, what you want is drama, not wisdom. In this case, this show is not for you. There are many shows you can go to for that with hosts that are way more charismatic and entertaining than I’ll ever be. If you do stick around, please know I will work hard to do this well and to keep improving. Thank you for your patience and thank you for your support. I love you all. This is a Lex Fridman podcast To support it. Please check out our sponsors in the description. And now, dear friends, here’s Tucker Carlson.

Putin


(00:03:53)
What was your first impression when you met Vladimir Putin for the interview?
Tucker Carlson
(00:03:58)
I thought he seemed nervous, and I was very surprised by that. And I thought he seemed like someone who’d overthought it a little bit, who had a plan, and I don’t think that’s the right way to go into any interview. My strong sense, having done a lot of them for a long time, is that it’s better to know what you think, to say as much as you can honestly, so you don’t get confused by your own lies, and just to be yourself. And I thought that he went into it like an over-prepared student, and I kept thinking, “Why is he nervous?” But I guess because he thought a lot of people were going to see it,
Lex Fridman
(00:04:39)
But he was also probably prepared to give you a full lesson in history as he did.
Tucker Carlson
(00:04:46)
Well, I was totally shocked by that and very annoyed because I thought he was filibustering. I mean, I asked him as I usually do the most obvious dumbest question ever, which is, “Why’d you do this?” And he had said in a speech that I think is worth reading. I don’t speak Russian, so I haven’t heard it in the original, but he had said at the moment of the beginning of the war, he had given this address to Russians, in which he explained to the fullest extent we have seen so far why he was doing this. And he said in that speech, “I fear that NATO the West, the United States, the Biden administration will preemptively attack us.” And I thought, “Well, that’s interesting.” I can’t evaluate whether that’s a fear rooted in reality or one rooted in paranoia. But I thought, “Well, that’s an answer right there.”

(00:05:39)
And so I alluded to that in my question and rather than answering it, he went off on this long from my perspective, kind of tiresome, sort of greatest hits of Russian history. And the implication I thought was, “Well, Ukraine is ours, or Eastern Ukraine is ours already.” And I thought he was doing that to avoid answering the question. So the last thing you want when you’re interviewing someone is to get rolled, and I didn’t want to be rolled. So I, a couple of times interrupted him politely, I thought, but he wasn’t having it. And then I thought, “You know what? I’m not here to prove that I’m a great interviewer. It’s kind of not about me.”

(00:06:20)
I want to know who this guy is. I think a western audience, a global audience, has a right to know more about the guy, and so just let him talk. Because I don’t feel like my reputation’s on the line. People have already drawn conclusions about me, I suppose to the extent they have. I’m not interested really in those conclusions anyway, so just let him talk. And so I calmed down and just let him talk. And in retrospect, I thought that was really, really interesting. Whether you agree with it or not, or whether you think it’s relevant to the war in Ukraine or not, that was his answer. And so it’s inherently significant.
Lex Fridman
(00:06:52)
Well, you said he was nervous. Were you nervous? Were you afraid? This is Vladimir Putin.
Tucker Carlson
(00:06:57)
I wasn’t afraid at all, and I wasn’t nervous at all.
Lex Fridman
(00:07:01)
Did you drink tea beforehand?
Tucker Carlson
(00:07:02)
No. I did my normal regimen of nicotine pouches and coffee. No, I’m not a tea drinker. I try not to eat all the sweets they put in front of us, which is… That is my weakness, is eating crap. But you eat a lot of sugar as you know before an interview, and it does dull you. So I successfully resisted that. But no, I wasn’t nervous. I wasn’t nervous the whole time I was there. Why would I be? I’m 54, my kids are grown. I believe in God. I’m almost never nervous. But no, I wasn’t nervous, I was just interested. I mean, I’m interested in Soviet history. I studied it in college. I’ve read about it my entire life. My dad worked in the Cold War. It was a constant topic of conversation. And so to be in the Kremlin in a room where Stalin made decisions, either wartime decisions or decisions about murdering his own population, I just couldn’t get over it.

(00:07:52)
We were in Molotov’s old office. So for me, I was just blown away by that. I thought I knew a lot about Russia. It turns out I knew a lot about the Soviet period, the 1937 purge trials, the famine in Ukraine. I knew a fair amount about that, but I really knew nothing about contemporary Russia, less than I thought I did, it turned out. But yeah, I was just blown away by where we were, and that’s kind of one of the main drivers at this stage in my life. That’s why I do what I do, is because I’m interested in stuff and I want to see as much as I can and try and draw conclusions from it to the extent I can. So I was very much caught up in that. But no, I wasn’t nervous. I didn’t think he was going to kill me or something, and I’m not particularly afraid of that anyway.
Lex Fridman
(00:08:38)
Not afraid of dying?
Tucker Carlson
(00:08:39)
Not really, no. I mean, again, it’s an age and stage in life thing. I mean, I have four children, so there were times when they were little where I was terrified of dying because if I died, it would have huge consequences. But no, I mean, at this point, I don’t want to die. I’m really enjoying my life. But I’ve been with the same girl for 40 years, and I have four children who I’m extremely close to. Well, now five, a daughter-in-law, and I love them all. I’m really close to them. I tell them I love them every day. I’ve had a really interesting life.
Lex Fridman
(00:09:16)
What was the goal? Just linger on that. What was the goal for the interview? How were you thinking about it? What would success be like in your head leading into it?
Tucker Carlson
(00:09:22)
To bring more information, to the public.
Lex Fridman
(00:09:22)
Disinformation.
Tucker Carlson
(00:09:26)
Yeah, that’s it. I mean, I have really strong feelings about what’s happening not just in Ukraine or Russia, but around the world. I think the world is resetting to the grave disadvantage of the United States. I don’t think most Americans are aware of that at all. And so that’s my view, and I’ve stated it many times because it’s sincere. But my goal was to have more information brought to the West so people could make their own decisions about whether this is a good idea.

(00:09:59)
I mean, I guess I reject the whole premise of the war in Ukraine from the American perspective, which is a tiny group of dumb people in Washington has decided to do this for reasons they won’t really explain. And you don’t have a role in it at all as an American citizen, as the person who’s paying for it, whose children might be drafted to fight it. To shut up and obey, I just reject that completely. I think, I guess I’m a child of a different era. I’m a child of participatory democracy to some extent, where your opinion as a citizen is not irrelevant. And I guess the level of lying about it was starting to drive me crazy.

(00:10:38)
And I’ve said, and I will say again, I’m not an expert on the regional, really any region other than say western Maine. I just don’t, I’m not Russian, but it was obvious to me that we were being lied to in ways that were just… It was crazy, the scale of lies. And I’ll just give you one example. The idea that Ukraine would inevitably win this war. Now victory was never, as it never is, defined precisely. Nothing’s ever defined precisely, which is always to tell that there’s deception at the heart of the claim. But Ukraine’s on the verge of winning. Well, I don’t know. I mean, I’m hardly a tactician or military expert. For the fifth time, I’m not an expert on Russia or Ukraine. I just looked at Wikipedia. Russia has a hundred million more people than Ukraine, a hundred million.

(00:11:24)
It has much deeper industrial capacity, war material capacity than all of NATO combined. For example, Russia is turning out artillery shells, which are significant in a ground war at a ratio of seven to one compared to all NATO countries combined. That’s all of Europe. Russia is producing seven times the artillery shells as all of Europe combined. What? That’s an amazing fact, and it turns out to be a really significant fact. In fact, the significant fact. But if you ask your average person in this country, even a fairly well-informed person of good faith who’s just trying to understand what’s going on, who’s going to win this war? Well, Ukraine’s going to win. They’re on the right side.

(00:12:09)
And they think that because our media who really just do serve the interest of the US government, period, they are state media in that sense, have told them that for over two years. And I was in Hungary last summer talking to the Prime Minister, Viktor Orban, who’s whatever you think of him, he’s a very smart guy, very smart guy, smart on a scale that we’re not used to in our leaders. And I said to him, off camera, “So is Ukraine going to win?” And he looked at me like I was deranged or I was congenitally deficient. Are they going to win? No. Of course they can’t win. It’s tiny compared to Russia. Russia has a wartime economy. Ukraine doesn’t really have an economy. No, look at the populations. He looked at me like I was stupid.

(00:12:52)
And I said to him, “I think most Americans believe that because NBC News and CNN and all the news channels, all of them tell them that because it’s framed exclusively in moral terms, and it’s Churchill versus Hitler. And of course, Churchill’s going to prevail in the end.” And it’s just so dishonest that it doesn’t even matter what I want to happen or what I think ought to happen, that’s a distortion of what is happening. And if I have any job at all, which I sort of don’t actually at this point, but if I do have a job, it’s to just try to be honest, and that’s a lie.
Lex Fridman
(00:13:20)
There is a more nuanced discussion about what winning might look like. You’re right a nuanced discussion is not being had, but it is possible for Ukraine to, quote unquote, “win” with the help of the United States.
Tucker Carlson
(00:13:31)
I guess that conversation needs to begin by defining terms. And the key term is win. What does that mean?
Lex Fridman
(00:13:39)
Peace, a ceasefire, who owns which land, coming to the table with, as you call the parent in the United States, putting leverage on the negotiation to make sure there’s a fairness.
Tucker Carlson
(00:13:53)
Amen. Well, of course, as A, and I should just restate this, I am not emotionally involved in this. I’m American in every sense, and my only interest is in America. I’m not leaving ever. And so I’m looking at this purely from our perspective, what’s good for us. But also as a human being, as a Christian, I mean, I hate war. And anybody who doesn’t hate war shouldn’t have power, in my opinion. So I agree with that definition vehemently a victory is not killing an entire generation of your population. It’s not being completely destroyed to be eaten up by BlackRock or whatever comes next for them.

(00:14:37)
So yeah, we were close to that a year and a half ago, and the Biden administration dispatched Boris Johnson, the briefly prime minister of the UK to stop it and to say to Zelensky, who I feel sorry for by the way, because he’s caught between these forces that are bigger than he is, to say, “No, you cannot come to any terms with Russia.” And the result of that has not been a Ukrainian victory. It’s just been more dead Ukrainians and a lot of profit for the West. It’s a moral crime in my opinion. And I tried to ask Boris Johnson about it because why wouldn’t I? After he denounced me as a tool of the Kremlin or something, and he demanded a million dollars to talk to me. And this just happened last week. And by the way, in writing too, I’m not making this…
Lex Fridman
(00:15:23)
Just for the record, you demanded a million dollars from me to talk to me today.
Tucker Carlson
(00:15:27)
I didn’t. And you paid. No, I’m of course kidding. And I said to his guy, I said, “I just interviewed Putin who was widely recognized as a bad guy.” And he did it for free. He didn’t demand a million dollars. He wasn’t in this for profit. Are you telling me that Boris Johnson is sleazier than Vladimir Putin? And of course, that is the message. And so I guess these are really… It’s not just about Boris Johnson being a sad rapacious fraud, which he is obviously, but it’s about the future of the West and the future of Ukraine, this country that purportedly we care so much about. All these people are dying, and what is the end game? It’s also deranged that I didn’t imagine, and don’t imagine that I could add anything very meaningful to the conversation because I’m not a genius. But I felt like I could at the very least, puncture some of the lies, and that’s an inherent good.
Lex Fridman
(00:16:23)
Vladimir Putin, after the interview said that he wasn’t fully satisfied because you weren’t aggressive enough. You didn’t ask sharp enough questions. First of all, what do you think about him saying that?
Tucker Carlson
(00:16:34)
I don’t even understand it. I guess it does seem like the one Putin statement that Western media take at face value. Everything else Putin says is a lie except his criticism of me, which is true. But I mean, I have no idea what he meant by that. I can only tell you what my goal was, as I’ve suggested, was not to make it about me. He hasn’t done any interviews of any kind for years, but the last interview he did with an English-speaking reporter, Western media reporter, was like many of the other interviews he’d done with Western media reporters. Mike Wallace’s son did an interview with him that was of the same variety. And it was all about him. I’m a good person. You’re a bad person. And I just feel like that’s the most tiresome, fruitless kind of interview.

(00:17:21)
It’s not about me. I don’t think I’m an especially good person. I’ve definitely never claimed to be, but people can make their own judgments. And again, the only judgments that I care about are my wife and children and God. So I’m just not interested in proving I’m a good person and I just want to hear from him. And I had a lot of… I mean, you should see, I almost never write questions down, but I did in this case because I had months… Well, I had three years to think about it as I was trying to book the interview, which I did myself. But it was all about internal Russian politics and Navalny. And I had a lot of, what I thought, really good questions. And then at the last second, and you make these decisions, as you know, since you interview people a lot, often you make them on the fly.

(00:18:04)
And I thought, “No, I want to talk about the things that haven’t been talked about and that I think matter in a world historic sense.” And the number one among those, of course, is the war and what it means for the world. And so I stuck to that. I mean, I did ask about Gershkovich, who I felt sorry for, and I wanted Putin to release him to me. And I was offended that he didn’t. I thought his rationale was absurd. “Well, we want to trade him for someone.” I said, “Well, doesn’t that make him a hostage?” Which of course it does. But other than that, I really wanted to keep it to the things that I think matter most. People can judge whether I did a good job or not, but that was my decision.
Lex Fridman
(00:18:44)
In the moment, what was your gut? Did you want to ask some tough questions as follow-ups on certain topics?
Tucker Carlson
(00:18:52)
I don’t know what it would mean to ask a tough question.
Lex Fridman
(00:18:54)
Clarifying questions, I suppose they would-
Tucker Carlson
(00:18:56)
I guess. I just wanted him to talk. I just wanted to hear his perspective again. I’ve probably asked more asshole questions than any living American. As has been noted correctly, I’m a dick by my nature, and so I just feel at this stage of my life, I didn’t need to prove that I could be like, “Vladimir Putin, answer the question.”
Lex Fridman
(00:18:56)
For sure. For sure.
Tucker Carlson
(00:19:21)
I think if I had been 34 instead of 54, I definitely would’ve done that because I would’ve thought, “This is really about me and I need to prove myself and all that stuff.” No, there’s a war going on that is wrecking the US economy in a way and at a scale people do not understand. The US dollar is going away. That was, of course, inevitable ultimately because everything dies, including currencies. But that death, that process of death has been accelerated exponentially by the behavior of the Biden administration and the US Congress, particularly the sanctions. And people don’t understand what the ramifications of that are. The ramifications are poverty in the United States. So I just wanted to get to that because I’m coming at this from not a global perspective. I’m coming at it from an American perspective.

Navalny

Lex Fridman
(00:20:08)
So you mentioned Navalny. After you left, Navalny died in prison. What are your thoughts on just at a high level, first about his death?
Tucker Carlson
(00:20:20)
Well, it’s awful. I mean, imagine dying in prison. I’ve thought about it a lot. I’ve known a lot of people in prison a lot, including some very good friends of mine. So I felt instantly sad about it. From a geopolitical perspective, I don’t know any more than that. And I laugh at and sort of resent, but mostly find amusing the claims by American politicians, who really are the dumbest politicians in the world actually, “This happened and here’s what it means.” And it’s like, “Actually as a factual matter, we don’t know what happened. We don’t know what happened.” We have no freaking idea what happened. We can say, and I did say, and I will say again, I don’t think you should put opposition figures in prison. I really don’t. I don’t, period. It happens a lot around the world, happens in this country, as you know, and I’m against all of it.

(00:21:09)
But do we know how we died? The short answer? No, we don’t. Now, if I had to guess, I would say killing Navalny during the Munich Security Conference in the middle of a debate over $60 billion in Ukraine funding, maybe the Russians are dumb. I didn’t get that vibe at all. I don’t see it. But maybe they killed him. I mean, they certainly put him in prison, which I’m against. But here’s what I do know is that we don’t know. And so when Chuck Schumer stands up and [inaudible 00:21:42]. Joe Biden reads some card in front of him with lines about Navalny, it’s like, I’m allowed to laugh at that because it’s absurd. You don’t know.
Lex Fridman
(00:21:49)
There’s a lot of interesting ideas about if he was killed, who killed him, because it could be Putin, it could be somebody in Russia who’s not Putin. It could be Ukrainians because it would benefit the war.
Tucker Carlson
(00:22:02)
They killed Dugan’s daughter in Moscow. So yeah, that’s possible.
Lex Fridman
(00:22:06)
And it could be… I mean, the United States could also be involved.
Tucker Carlson
(00:22:10)
I don’t think we kill people in other countries to affect election outcomes. Oh, wait, no, we do it a lot and have for 80 years, and it’s shameful. I can say that as an American because it’s my money and my name. Yeah, I’m really offended by that. And I never thought that was true. And again, I’m much older than you, and so I spent, my worldview was defined by the Cold War and very much in the house I lived in Georgetown, Washington DC. That’s what we talked about. And the left at the time, I don’t know, the wacko MIT professor who I never had any respect for, who I know you’ve interviewed, et cetera. The hard left was always saying, “Well, the United States government is interfering in other elections.”

(00:22:53)
And I just dismissed that completely out of hand as stupid and actually a slander against my country, but it turned out to all be true or substantially true anyway. And that’s been a real shock for me in middle age to understand that. But anyway, as to Navalny, look, I don’t know. But we should always proceed on the basis of what we do know, which is to say on the basis of truth, knowable truth. And if you have an entire policymaking apparatus that is making the biggest decisions on the face of the planet, on the basis of things that are bullshit or lies, you’re going to get bad outcomes every time, every time. And that’s why we are where we are.
Lex Fridman
(00:23:33)
Does it bother you that basically the most famous opposition figure in Russia is sitting in prison?
Tucker Carlson
(00:23:40)
Well, of course it does. Of course it bothers me. I mean, it bothered me when I got there. It bothers me now. I was sad when he died. Yeah, I mean, that’s one of the measures… It’s one of the basic measures of political freedom. Are you imprisoning people who oppose you? Are you imprisoning people who pose a physical risk to you? I mean, there are some subjective decision-making involved in these things. However, big picture, yeah. Do you have leaders in jail? It’s not a politically free society, and Russia isn’t, obviously. And as I said, a friend of mine from childhood, an American actually was a wonderful person, lives in Russia, in Moscow, with his Russian wife, and I had dinner with him. He’s a very balanced guy, totally non-political person, and speaks Russian and loves his many Russian children and loves the culture.

(00:24:35)
And there’s a lot to love, the culture that produced Tolstoy. It’s not a gas station with nuclear weapons. Sorry. Only a moron would say that. It’s a very deep culture. I don’t fully understand it, of course, but I admire it. Who wouldn’t? But I asked him, “What’s it like living here?” And he goes, “It’s great. Moscow is a great city indisputably.” He said, “You don’t want to get involved in Russian politics.” And I said, “Why?” He said, “Well, you could get hurt. You could wind up like Navalny if you did. But also, it’s just too complicated.”

(00:25:03)
The Russian mind is not exactly the same… It’s Western, it’s a European city, but it’s not quite European. And the way they think is very, very complex. Very complex. It’s too complicated. Just don’t get involved. And I would just say two things. One, I’m not sure. I mean, I don’t know, but my strong sense is that Navalny’s death, whoever did it, probably didn’t have a lot to do with the coming election in Russia. My sense from talking to Putin and the people around him is they’re not really focused on that. In fact, I asked one of his top advisors, “When’s the election?” And she looked at me completely confused. She didn’t know the date of the election. Okay. She’s like March.

(00:25:46)
And I asked a bunch of other people just in Moscow, “Who’s Putin running against?” Nobody knew. So it’s not a real election in the sense that we would recognize at all. Second, I was really struck by so many things in Moscow and really deeply bothered by a lot of things that I saw there. But one thing I noticed was the total absence of cult of personality propaganda, which I expected to see and have seen around the world. Jordan, for example, I don’t know if you’ve been to Jordan, but go to Jordan. In every building, there are pictures of the king and his extended family, and that’s a sign of political insecurity.

(00:26:25)
You don’t create a cult of personality unless you’re personally insecure. And also, unless you’re worried about losing your grip and power. None of that. It’s interesting. And I expected to see a lot of it, like statues of Putin. No. There are no statues of anybody other than Christian saints. I’m not quite sure. I’m just reporting what I saw. So yes, in a political sense. It’s not a free country. It’s not a democracy in the way that we would understand it or I don’t want to live there because I like to say what I think. In fact, I make my living doing it. But it’s not Stalinist in a recognizable way. And anyone who says it is should go there and tell me how.
Lex Fridman
(00:27:08)
I mean, this question about the freedom of the press is underlying the very fact of the interview you’re having with him. So you might not need to ask the Navalny question, but did you feel like, “Are there things I shouldn’t say?”
Tucker Carlson
(00:27:23)
I mean, how honest do you want me to be? I mean, when I say I felt not one twinge of concern for the eight days that I was there. Maybe I just didn’t… And I feel like I’ve got a pretty strong gut sense of things. I rely on it. I make all my decisions based on how I feel, my instincts. And I didn’t feel it at all. My lawyers before I left, and these are people who work for a big law firm. This is not Bob’s law firm. This is one of the biggest law firms in the world, said, “You’re going to get arrested if you do this by the US government on sanctions violations.”

(00:27:57)
And I said, “Well, I don’t recognize the legitimacy of that actually, because I’m American and I’ve lived here my whole life. And that’s so outrageous that I’m happy to face that risk because I so reject the premise. Okay, I’m an American. I should be able to talk to anyone I want to, and I plan to exercise that freedom, which I think I was born with.” And I gave them this long lecture. They’re like, “We’re just lawyers.” But that was… Let me put it this way, I don’t know how much you’ve dealt with lawyers, but it costs many thousands of dollars to get a conclusion like that. They sent a whole bunch of their summer associates or whatever.

(00:28:33)
They put a lot of people on this question, checked a lot of precedent, and they sent me a 10-page memo on it, and their sincere conclusion was, “Do not do this.” And of course, it made me mad. So I was lecturing on the phone and I had another call with a head lawyer and he said, “Well, look, a lot will depend on the questions that you ask Putin. If you’re seen as too nice to him, you could get arrested when you come back.” And I was like, “You’re describing a fascist country. Okay. You’re saying that the US government will arrest me if I don’t ask the questions they want asked, is that what’s you’re saying?” “Well, we just think based on what’s happened, that that’s possible.” And so I’m just telling you what happened.
Lex Fridman
(00:29:11)
So you were okay being arrested in Moscow and arrested back in-
Tucker Carlson
(00:29:15)
I didn’t think for a second… I mean, maybe. Look, I don’t speak Russian. I’d never been there before. Everything about the culture was brand new to me. Ignorance does protect you sort of when you have no freaking idea what’s going on, you’re not worried about it. This has happened to me many times. There’s a principle there that extends throughout life. So it’s completely possible that I was in grave peril and didn’t know it because how would I know it? I’m like a bumbling English speaker from California, but I didn’t feel it at all.
Lex Fridman
(00:29:48)
But the lawyers did.
Tucker Carlson
(00:29:49)
Yeah. I mean, it scared the crap out of people. You’re going to look… And you have to pay in cash. They don’t take credit cards because of sanctions. And you have to go through all these hoops, just procedural hoops to go to Russia, which I was willing to do because I wanted to interview Putin because they told me I couldn’t. But then there’s another fact, which is that I was being surveilled by the US government, intensely surveilled by the US government. And this came out, they admitted it, the NSA admitted it a couple of years ago that they were up in my signal account, and then they leaked it to the New York Times. They did that again before I left.

(00:30:21)
And I know that because two New York Times reporters, one of whom I actually like a lot, said and called other people. “Oh, he’s going to interview Putin.” I hadn’t told anybody that, like anybody. My wife, two producers, that’s it. So they got that from the government. Then I’m over there, and of course I want to see Snowden, who I admire. And so we have a mutual friend. So I got his text and come on over, and Snowden does not want publicity at all. But I really wanted to have dinner with him. So we had dinner in my hotel room at the Four Seasons in Moscow, and I tried to convince him, “I’d love to do an interview, shoot it on my iPhone.” I’d-
Tucker Carlson
(00:31:00)
… just do an interview, shoot it on my iPhone. I’d love to take a picture together and put it on the internet because I just want to show support because I think he’s been railroaded. He had no interest in living in Russia, no intention of being in Russia. The whole thing is a lie. But anyway, whatever, all this stuff. He just said, “Respectfully, I’d rather not anyone know that we met.” Great. I didn’t tell anybody and I didn’t text it to anybody, okay, except him. Semaphore runs this piece reporting information they got from the US Intel agencies leaking against me using my money, in my name, in a supposedly free country, they run this piece saying I’d met with Snowden like it was a crime or something. So again, my interest is in the United States and preserving freedoms here, the ones that I grew up with. If you have a media establishment that acts as an auxiliary of, or acts as employees of the national security state, you don’t have a free country and that’s where we are.

(00:32:07)
I’m not guessing, because I spent my entire life in that world, 33 years, I worked in big news companies and so I know how it works. I know the people involved in it. I could name them, Ben Smith of Semaphore, among many others and I find that really objectionable, not just on principle either, in effect, in practice, I don’t want to live in that kind of country. People externalize all of their anxiety about this I have noticed. So it’s like Russia is not free. Yeah, I know. Neither is Burkina Faso, most countries aren’t free actually, but we are. We’re the United States. We’re different. That’s my concern. Preserving that is my concern. They get so exercised about what’s happening in other parts of the world, places they’ve never been, know nothing about, it’s almost a way of ignoring what’s happening in their own country right around them. I find it so strange and sad and weird.
Lex Fridman
(00:33:00)
So the NSA was tracking you? Do you think CIA was? Is people still tracking you?
Tucker Carlson
(00:33:06)
Look, one of the things I did before I went, just because the business I’m in, all of us are in, and just because we live here, we all have theories about secure communications channels. Like signal is secure, Telegraph isn’t, or WhatsApp is owned by Mark Zuckerberg, you can’t trust, well, okay. So I thought before I go over here, we were having all these conversations, my producers and I about this, and I decide I’m just going to actually find out what’s really going on. I talked to two people who would know, trust me, and it’s all I can say. I hate to be like, oh, I talked to people who would know but I can’t share who. But I mean it, they would know. Both of them said exactly the same thing, which is, “Are you joking, nothing is secure. Everything is monitored all the time.”

(00:33:55)
If state actors are involved, you can keep whatever the Malaysian mafia from reading your texts probably. You cannot keep the big Intel services from reading your texts, it’s not possible, any of them, or listening to your calls. That was the firm conclusion of people who’ve been involved in it for a long time, decades, in both cases. I just thought, you know what, I don’t care. I don’t care. I’m not sending a ton of naked pictures of myself to anybody.
Lex Fridman
(00:34:24)
Not a ton, just the little?
Tucker Carlson
(00:34:25)
Not a ton. I’m 54, dude, probably not too many. The guys travel with three people I work with, who I love, who I’ve been around the world with for many years, and I know them really, really well and they all got separate phones and I’m leaving my other phone back in New York or whatever. I just decided I don’t care, actually. I resent having no privacy because privacy is a prerequisite for freedom, but I can’t change it, and so I have the same surveilled cell phone. I do switch them out. There it is. Because if you have too much spyware on your phone, this is true, it wrecks the battery.

(00:35:16)
No, I’m serious. It does. It was, I don’t know, five or six years ago we went to North Korea, and my phone started acting crazy. I talked to someone on the National Security Council, actually who called me about this, somehow knew that your phone is being surveilled by the South Korean government. I was like, “I like the South Korean government. Why would they do that?” Because they want more information, they thought I was talking to Trump or whatever. But I could tell because all of a sudden the thing would just drain in like 45 minutes so that’s a downside.
Lex Fridman
(00:35:50)
You keep switching phones, getting new phones for the battery life. That’s good.
Tucker Carlson
(00:35:54)
Yeah. I try not to do it. I’m kind of flinty Yankee type in some ways, so I don’t like to spend $1,000 with the freaking Apple corporation too often, but yeah, I do.
Lex Fridman
(00:36:04)
You say it lightly, but it’s really troublesome that you, as a journalist, would be tracked.
Tucker Carlson
(00:36:10)
Well, they leaked it to Semaphore and they leaked it to the New York Times. Well, there’s nothing I can do, so I have to put up with everything, but I would probably not be actively angry about being surveilled because I’m just so old and I actually do pay my taxes, and I’m not sleeping with the makeup artist or whatever so I don’t care that much. The fact that they are leaking against me, that the Intel services in the United States are actively engaged in US politics and media, that’s so unacceptable. That makes democracy impossible. There’s no defense of that. And yet NBC News, Ken Dilanian and the rest will defend it, and not just on NBC news, by the way, on the supposedly conservative channels too, they will defend it and there’s no defending that. You can’t have democracy if the Intel services are tempering in elections and information, period.
Lex Fridman
(00:37:05)
So you had no fear. Your lawyer said, be careful which questions you asked. You said, I don’t have-
Tucker Carlson
(00:37:13)
Well, no, he said very specifically, depending on the questions you ask Putin, you could be arrested or not. I said, “Listen to what you’re saying. You’re saying the US government has control over my questions and they’ll arrest me if I ask the wrong question. How are we better than Putin if that’s true.” By the way, that’s just what the lawyer said. But I can’t overstate, one of the biggest law firms in the United States, smart lawyers we’ve used for years so I was really shocked by it.
Lex Fridman
(00:37:42)
You said leaders kill, leaders lie.
Tucker Carlson
(00:37:45)
Yeah. I don’t believe in leaders very much like this whole, “Oh, Zelensky’s Jesus and Putin’s Satan.” It’s like, no, they’re all leaders of countries. Grow up a little bit you child. Have you ever met a leader? First of all, anyone who seeks power is damaged morally, in my opinion. You shouldn’t be seeking power. You can’t seek power or wealth for its own sake and remain a decent person. That’s just true. So there aren’t any really virtuous billionaires and there aren’t any really virtuous world leaders. You have grades of virtue, some are better than others for sure. In other words, Zelensky may be better than Putin. I’m open to that possibility. But to claim that one is evil and the other is virtuous, it’s like, you’re revealing that you’re a child, you don’t know anything about how the world actually is or what reality is.
Lex Fridman
(00:38:43)
That’s quite a realist perspective, but there is a spectrum.
Tucker Carlson
(00:38:46)
There’s a spectrum, absolutely. I’m not saying they’re all the same. They’re not.
Lex Fridman
(00:38:48)
And our task is to figure out where on the spectrum they lie and the leader’s task is to confuse us and convince us they’re one of the good guys.
Tucker Carlson
(00:38:59)
Of course. Of course. But I actually reject even that formulation. I don’t think it’s always about the leaders. Of course the leaders make the difference. A good leader has a healthy country and a bad leader has a decaying country, which is something to think about. But it’s about the ideas and the policies and the practical effect of things. So we’re very much caught up in the personalities of various leaders, not just our political leaders, but our business leaders, our cultural leaders. Are they good people? Do they have the right thoughts? It’s like, no, I ask a much more basic question, what are the fruits of their behavior? I always make it personal because I think everything is personal. Does his wife respect him? Do his children respect him? How are they doing? Is the country he runs thriving or is it falling apart? If your life expectancy is going down, if your suicide rate is going up, if your standard of living is tanking, you’re not a good leader.

(00:39:51)
I don’t care what you tell me. I don’t care what you claim you represent. I don’t care about the ideas or the systems that you say you embody. It’s dogs barking to me. How’s your life expectancy? How’s your suicide rate? What’s drug use like? Are people having children? Are people’s children more likely to live in a free or more prosperous society than you did and their grandparents did? Those are the only measures that matter to me, the rest is a lie. But anyway, the point is we just get so obsessed with the theater around people or people, and we miss the bigger things that are happening and we allow ourselves to be deceived into thinking that what doesn’t matter at all matters, that moral victories are all that matters. No, actually, facts on the ground victories matter more than anything. You certainly see it in this country. Black Lives Matter, for example, how many black people did that help? It hurt a lot of black people, but in the end, we should be able to measure it.

Moscow


(00:40:52)
How many black people have died by gunfire in the four years since George Floyd died? Well, the number’s gone way, way up and that was a Black Lives Matter operation, defund the police. So I think we can say as a factual matter, data-based matter, Black Lives Matter didn’t help black people and if it did tell me how. “Well, these are important moral victories.” I’m over that. That’s just another lie, a long litany of lies. So I try to see the rest of the world that way. But more than anything, I try to see world events through the lens of an American because I am one. And what does this mean for us? It’s not even the war, it’s the sanctions that will forever change the United States, our standard of living, the way our government operates. That more than any single thing in my lifetime screwed the United States. Levying those sanctions in the way that we did was crazy. For me, the main takeaway from my eight days in Moscow was not Putin. He’s a leader, whatever. None of them are that different actually, in my pretty extensive experience, no, it was Moscow. That blew my mind. I was not prepared for that at all and I thought I knew a lot about Moscow. My dad worked there on and off in the 80s and 90s because, a US government employee. And he was always coming back, “Moscow, it’s a nightmare,” and all this stuff, “no electricity.” I got there almost exactly two years after sanctions, totally cut off from Western financial systems, kicked out of Swift, can’t use US dollars, no banking, no credit cards. And that city just factually, I’m not endorsing the system, I’m not endorsing the whole country. I didn’t go to Lake Baikal. I didn’t go to Turkmenistan. I just went to Moscow, largest city in Europe, 13 million people. I drove all around it and that city is way nicer, outwardly anyway, I don’t live there, than any city we have by a lot.

(00:42:46)
And by nicer, let me be specific. No graffiti. No homeless. No people using drugs in the street. Totally tidy. No garbage on the ground. And no forest of steel and concrete soul- destroying buildings, none of the postmodern architecture that oppresses us without even our knowledge. None of that crap. It’s a truly beautiful city. That’s not an endorsement of Putin. By the way, it didn’t make me love Putin, it made me hate my own leaders because I grew up in a country that had cities kind of like that, that were nice cities that were safe, and we don’t have that anymore. How did that happen? Did Putin do that? I don’t think Putin did that actually. I think the people in charge of that, the mayors, the governors, the president, they did that and they should be held accountable for it.
Lex Fridman
(00:43:33)
I think cleanliness and architectural design is not the entirety of the metrics that matter when you measure a city.
Tucker Carlson
(00:43:41)
They’re the main metrics that matter. They’re the main metrics that matter. The main metrics that matter are cleanliness, safety, and beauty, in my opinion. And one of the big lies that we are told in our world is that, no, something you can’t measure that has no actual effect on your life matters most. Bullshit. What matters most, to say it again, beauty, safety, cleanliness, lots of other things matter too, a whole bunch of things matter. But if I were to put them in order, it’s not some theoretical, well, actually, I don’t know if you know that the Duma has no power. Okay, I get that. Freedom of speech matters enormously to me. They have less freedom of speech in Russia than we do in the United States. We are superior to them in that way. But you can’t tell me that living in a city where your 6-year-old daughter can walk to the bus stop and ride on a clean bus or ride in a beautiful subway car that’s on time and not get assaulted, that doesn’t matter.

(00:44:41)
No, that matters almost more than anything, actually. We can have both. The normal regime defenders and morons, John Stewart or whatever he’s calling himself, they’re like, “Whoa, that’s the price of freedom.” People shitting on the sidewalk is the price of freedom. It’s like you can’t fool me because I’ve lived here for 54 years, I know that it’s not the price of freedom because I lived in a country that was both free and clean and orderly. So that’s not a trade off I think I have to make. That is the beauty of being a little bit older because you’re like, no, I remember that, actually. It wasn’t what you’re saying. We didn’t have racial segregation in 1985. It was a really nice country that respected itself. I was here. I think with younger people, you can tell them that and they’re like, well, 1985 you were selling slaves in Madison Square Garden. It’s like, no, they weren’t. You’re going to Madison Square Garden and not stepping over a single fentanyl addict.
Lex Fridman
(00:45:34)
It is true, there doesn’t have to be a trade off between cleanliness and freedom of speech, but it is also true that in dictatorships, cleanliness and architectural design is easier to achieve and perfect, and often is done so you can show off, look how great our cities are while you’re suppressing-
Tucker Carlson
(00:45:54)
Of course, of course, I agree with that vehemently. This is not a defense of the Russian system at all. If I felt that way, I would not only move there, but I would announce I was moving there. I’m not ashamed of my views. I never have been. For all the people who are trying to impute secret motives to my words, I’m like the one person in America you don’t need to do that with. If you think I’m a racist, ask me and I’ll tell you.
Lex Fridman
(00:46:18)
Are you a racist?
Tucker Carlson
(00:46:20)
No. I am a sexist though.
Lex Fridman
(00:46:22)
Great
Tucker Carlson
(00:46:23)
Anyway. No, but if I was a defender of Vladimir Putin, I would just say I’m defending Vladimir Putin now. I’m not. I am attacking our leaders and I’m grieving over the low expectations of our people. You don’t need to put up with this. You don’t need to put up with foreign invaders stealing from you, occupying your kid’s school. Your kids can’t get an education because people from foreign countries broke our laws and showed up here and they’ve taken over the school. That’s not a feature of freedom, actually, that’s the opposite. That’s what enslavement looks like. I’m just saying, raise your expectations a little bit. You can have a clean, functional, safe country, crime is totally optional. Crime is something our leaders decide to have or not have.

(00:47:10)
It’s not something that just appears organically. I wrote a book about crime 30 years ago. I thought a lot about this. You have as much crime as you put up with, period. It doesn’t make you less free to not tolerate murder. In fact, it makes you unfree to have a lot of murders. But it makes me sad that people are like, “I can’t live in New York City anymore because of inflation and filth and illegal aliens and people shooting each other, but I’m glad because this is vibrant and strong and free.” It’s like that’s not freedom actually, at all.
Lex Fridman
(00:47:50)
Your point is well taken, you can have both. But do you regret-
Tucker Carlson
(00:47:55)
Had both. That’s the point, we had both, I saw it.
Lex Fridman
(00:47:57)
Do you regret to a degree using the Moscow subway and the grocery store as a mechanism by which to make that point?
Tucker Carlson
(00:48:06)
No. Look, I’m one of the more unself-aware people you will ever interview. So to ask me how will this be perceived, I literally have no idea and kind of limited interest. But I was so shocked by it. I was so shocked by it. To the extent I regret anything and to blame for anything, it would be not, and I’ve done this a lot, not giving it context, not fully explaining why are we doing this. The grocery store, I was shocked by the prices. And yes, I’m familiar with exchange rates, very familiar with exchange rates and I adjusted them for exchange rates, and this is two years into sanctions, total isolation from the west. So I would expect, in fact, I did expect until I got there that their supply chains would be crushed. How do you get good stuff if you don’t have access to western markets? I didn’t fully get the answer because I was occupied doing other things when I was there, but somehow they have and that’s the point. They haven’t had the supply chains problems that I predicted. In other words, sanctions haven’t made the country noticeably worse.

(00:49:22)
Okay, so again, this is commentary in the United States and our policymakers, why are we doing this? It’s forcing the rest of the world into a block against us called bricks. They’re getting off the US dollar. That will mean a lot of dollars are going to come back here and destroy our economy and impoverish this country. So the consequences, the stakes are really high. They’re huge and we’re not even hurting Russia. What the hell are we doing, one. On the subway, that Subway was built by Joseph Stalin right before the second World War. I’m not endorsing Stalin, obviously. Stalinism is a thing that I hate and I don’t want to come to my country. I’m making the obvious point that for over 80 years you’ve had these frescoes and chandeliers, maybe they’ve been redone or whatever, but somehow the society has been able to not destroy what its ancestors built, the things that are worth having, and there are a lot. Why don’t we have that?

(00:50:17)
Even on a much more terrestrial plane, why can’t I have a subway station like that? Why can’t my children who live in New York City ride the subway? A lot of people I know who live in New York City are afraid to ride the subway, young women especially. That’s freedom? No, again, it’s slavery. If Putin can do this, why can’t we? What? This is so obvious. I’m a traitor? Okay, so if I’m calling for American citizens to demand more from their government and higher standards for their own society, and remember that just 30 years ago, we had a much different and much happier and cleaner and healthier society where everyone wasn’t fat with diabetes at 40 from poisoned food, I’m not a traitor to my country, I’m a defender of my country. By the way, the people calling me a traitor, they’re all like, whatever. I would not say they’re people who put America’s interest first to put it mildly.
Lex Fridman
(00:51:16)
There’s many elements, like you said, you don’t like Stalinism. You’re a student of history, central planning is good at building subways in a way that’s really nice. The thing that accounts for New York subways, by the way, there’s a lot of really positive things about New York subways, not cleanliness, but the efficiency, the accessibility, how wide it spreads. The New York network is incredible.
Tucker Carlson
(00:51:44)
It is.
Lex Fridman
(00:51:45)
But Moscow, under different metrics, results of a capitalist system. And you actually said that you don’t think US is quite a capitalist system, which is an interesting question itself.
Tucker Carlson
(00:51:55)
That’s for sure. We have more central planning here than they do in Russia.
Lex Fridman
(00:51:57)
No, that’s not true.
Tucker Carlson
(00:51:58)
Of course it is.
Lex Fridman
(00:51:59)
You think that’s true.
Tucker Carlson
(00:52:00)
The climate agenda, of course. The US government has, in league with a couple of big, companies, decided to change the way we produce and consume energy. There’s no popular outcry for that. There’s never been any mass movement of Americans who’s like, “I hate my gasoline powered engine. No more diesel.” That has been central planning. That is central planning. You see it up and down our economy, there’s no free market in the United States. You get crossways with the government, you’re done. If you’re at scale, maybe if you’ve got a barbershop or a liquor store or something, but even then you’re regulated by politicians. And so, no, I actually am for free markets. I hate monopolies. Our economy is dominated by monopolies, completely dominated in-
Lex Fridman
(00:52:43)
What do you mean?
Tucker Carlson
(00:52:43)
Google. What percentage of search does Google have, 90? Google’s a monopoly, by any definition. Google is just rich enough to continue doing whatever it wants in violation of US law. There’s no monopoly in Russia as big as Google. I’m not, again, defending the Russian system. I’m calling for return to our old system, which was sensible and moderate and put the needs of Americans, at least somewhere in the top 10. Somewhere in the top 10. I’m not saying that standard oil was interested in the welfare of average Americans, but I am saying that there was a constituency in our political system, in the Congress, for example, different presidential candidates are like, “No, wait a second. What is this doing to people? Is it good for people or not?” There’s not even a conversation about that. It’s shut up and submit to AI. No offense. And so I’m just-
Lex Fridman
(00:53:33)
Offense taken. I’ll write, “We will get you.” When it’s strong enough-
Tucker Carlson
(00:53:38)
I have no doubt.
Lex Fridman
(00:53:39)
… you’ll be the first one to go.
Tucker Carlson
(00:53:40)
Well, as a white man, I just won’t even exist anymore.
Lex Fridman
(00:53:42)
Right, so much to say on that one.
Tucker Carlson
(00:53:44)
I bet when you Google my picture 20 years from now, I’ll be a Black chick. A hundred percent.
Lex Fridman
(00:53:50)
Well, I hope she’s attractive.
Tucker Carlson
(00:53:52)
I hope so too. It’d probably be an upgrade.
Lex Fridman
(00:53:57)
So, well, the central planning point is really interesting, but I just don’t know where you’re coming from. There’s a capitalist system … the United States is one of the most successful capitalist system in the history of earth. So just-
Tucker Carlson
(00:54:13)
It’s the most successful. I’m just saying that I think it’s changed a lot in the last 15 years and that we need to update our assumptions about what we’re seeing.
Lex Fridman
(00:54:21)
Sure.
Tucker Carlson
(00:54:21)
And that’s true up and down. That’s true with everything. It’s true with your neighbor’s children who you haven’t seen in three years and they come home from Wesleyan and you’re like, “Oh, you’ve grown.” That is true for the world around us as well. Most of our assumptions about immigration, about our economy, about our tax system are completely outdated if you compare them to the current reality. I’m just for updating my files and I have a big advantage over you because I am middle aged, and so I don’t-
Lex Fridman
(00:54:47)
You’ve called yourself old so many times throughout this conversation.
Tucker Carlson
(00:54:50)
I don’t trust my perceptions of things so I’m constantly trying to be like, is that true, I should go there. I should see it. I guess just in the end, I trust direct perceptions. I don’t trust the internet, actually. Wikipedia is a joke. Wikipedia could not be more dishonest, it’s certainly in the political categories or things that I know a lot about. Occasionally, I read an entry written about something that I saw or know the people involved, and I’m like, well, that’s a complete lie or you left out the most important fact. It’s not a reliable guide to reality or history and that will accelerate with AI, where our perception of the past is completely controlled and distorted. I think just getting out there and seeing stuff and seeing that Moscow was not what I thought it would be, which was a smoldering ruin, rats in a garbage dump, it was nicer than New York. What the hell?
Lex Fridman
(00:55:46)
Direct data is good, but it’s challenging. For example, if you talk to a lot of people in Moscow or in Russia, and you ask them, “Is there a censorship?” They will usually say, “Yes, there is.”
Tucker Carlson
(00:55:56)
Oh yeah, of course there is. Well, I agree. Just to be clear, I have no plans to move to Russia. I think I would probably be arrested if I moved to Russia. Ed Snowden, who is the most famous openness, transparency, advocate in the world, I would say along with Assange, doesn’t want to live in Russia. He’s had problems with the Putin government. He’s attacked Putin. They don’t like it. I get it. I get it. I’m just saying, what are the lessons for us? The main lesson is we are being lied to in a way that’s bewildering and very upsetting. I was mad about it all eight days I was there because I feel like I’m better informed than most people because it’s my job to be informed. I’m skeptical of everything and yet I was completely hoodwinked by it.

(00:56:46)
I would just recommend to everyone watching this, if you’re really interested, if you’re one of those people, and I’m not one, but who’s waking up every day and you’ve got a Ukrainian flag on your mailbox or whatever, your Ukrainian lapel pin, or this absurd theater, but if you sincerely care about Ukraine or Russia or whatever, why don’t you just hop on a plane for 800 bucks and go see it? That doesn’t occur to anyone to do that. I know it’s time consuming and kind of expensive, sort of, not really, but you benefit so much. I could bore you for eight hours, and I know you’ve had this experience, where you think you know what something is or you think you know who someone is, and then you have direct experience of that place or person and you realize all your preconceptions were totally wrong. They were controlled by somebody else. In fact, I won’t betray confidences, but off the air we were talking about somebody and you said, “I couldn’t believe the person was not at all what I thought.” Well, that’s happened to me-
Lex Fridman
(00:57:42)
In the positive direction.
Tucker Carlson
(00:57:43)
In the positive direction. By the way, for me, it’s almost always in that direction. Most people I meet, and I’ve had the great privilege of meeting a lot of people over all this time, they’re way better than you think, or they’re more complicated or whatever. But the point is, a direct experience unmediated by liars, there’s no substitute for that.
Lex Fridman
(00:58:04)
Well, on that point, direct experience in Ukraine. I visited Ukraine and witnessed a lot of the same things you witnessed in Moscow. First of all, beautiful architecture.
Tucker Carlson
(00:58:13)
Yes.
Lex Fridman
(00:58:14)
This is a country that’s really in war. So it’s not-
Tucker Carlson
(00:58:17)
Oh, for real,
Lex Fridman
(00:58:18)
… for real. Where most of the men are either volunteering or fighting in the war, and there’s actual tanks in the streets that are going into your major city of Kyiv and still the supply chains are working-
Tucker Carlson
(00:58:32)
Yes.
Lex Fridman
(00:58:32)
… just a handful of months after the start of the war. Everything is working. The restaurants are amazing. Most of the people are able to do some kind of job, like the life goes on. Cleanliness, like you mentioned.
Tucker Carlson
(00:58:49)
I love that.
Lex Fridman
(00:58:49)
Security, it’s incredible. The crime went to zero. They gave out guns to everybody, the Texas strategy.
Tucker Carlson
(00:58:58)
It does work.
Lex Fridman
(00:58:58)
When you witness it, you realize, okay, there’s something to these people. There’s something to this country that they’re not as corrupt as you might hear.
Tucker Carlson
(00:59:06)
Right.
Lex Fridman
(00:59:06)
You hear that Russia is corrupt, Ukraine is corrupt, you assume it’s just all going to go to shit.
Tucker Carlson
(00:59:12)
I haven’t been to Ukraine, and I’ve certainly tried. They put me on some kill him immediately list so I can’t. I’ve tried to interview Zelensky. He keeps denouncing me. I just want an interview with him, he won’t, unfortunately. I would love to do it.
Lex Fridman
(00:59:22)
I hope you do.
Tucker Carlson
(00:59:23)
I do too. But one of the things that bothers me most … I love to hear that, what you just said about Kyiv, but I’m not really surprised. One of the things that I’m most ashamed of is the bigotry that I felt towards Slavic people, also toward Muslims, I’ll just be totally honest because I lived through decades of propaganda from NBC news and CNN where I worked, about this or that group of people and they’re horrible or whatever. And I kind of believed it. I see it now, we can’t even put the word Russia at Wimbledon because it’s so offensive. Well, what does the tennis player have to do with it? Did he invade Ukraine, I don’t think he did. Stealing all these business guys yachts and denouncing thing was oligarchs, what do they have to do with it? Whatever.

(01:00:08)
Here’s my point. The idea that a whole group of people is just evil because of their blood, I just don’t believe that. I think it’s immoral to think that, and I can just tell you my own experience after eight days there. I think it’s a really interesting culture, Slavic culture, which is shared by the way, by Russian and Ukraine, of course, they’re first cousins at the most distant. I found them really smart and interesting and informed. I didn’t understand a lot of what they were saying. I don’t understand the way their minds work because I’m American, but it wasn’t a thin culture, it’s a thick culture and I admire that. I wish I could go to Ukraine. I would go tomorrow.

Freedom of speech

Lex Fridman
(01:00:49)
I think after you did the interview with Putin, you put a clip, I think on TCN, your analysis afterwards.
Tucker Carlson
(01:00:58)
It wasn’t much of an analysis.
Lex Fridman
(01:00:59)
No, but what stood out to me is you were talking shit about Putin a little bit. You were criticizing him.
Tucker Carlson
(01:01:04)
Why wouldn’t I?
Lex Fridman
(01:01:05)
It spoke to the thing that you mentioned, which is you weren’t afraid. Now, the question I want to ask is, it would be pretty badass if you went to the supermarket and made the point you were making, but also criticize Putin, right? Criticize that there is a lack of freedom of speech and freedom of the press.
Tucker Carlson
(01:01:23)
In the supermarket?
Lex Fridman
(01:01:25)
Yes.
Tucker Carlson
(01:01:26)
Oh, you mean if I also said that? Well, yeah, of course I think that. I guess part of it is that because I have such a low opinion of the commentariat in the United States and the news organizations, which really do just work for the US government, I really see them as I did Izvestia and Pravda in the 80s. They’re just organs of the government and I think they’re contemptible and I think the people who work there are contemptible. I say that as someone who knows them really well, personally. I think they’re disgusting. I’m a little bit cut off kind of from what people are saying about me because I’m not interested. But-
Tucker Carlson
(01:02:00)
Cut off kind of from what people are saying about me because I’m not interested. So I try not to be defensive like, “See, I’m not a tool of Putin.” But the idea that I’d be flacking for Putin when my relatives fought in the Revolutionary War, I’m as American as you could be, it’s like crazy to me. Anne Applebaum calls me a traitor. I’m like, “Okay.” It’s just so dumb. But no, of course, they don’t have… No country has freedom of speech other than us. Canada doesn’t have it. Great Britain definitely doesn’t have it. France, Netherlands, these are countries I spend a lot of time in, and Russia certainly doesn’t have it. So that’s why I don’t live there. I’m just saying our sanctions don’t work. That’s all I was saying.

(01:02:43)
We don’t have to live like animals. We can live with dignity. Even the Russians can do it. That’s kind of what I was saying. Even the Russians under Vladimir freaking Putin can live like this. No, it’s not a feature of dictatorship. That’s the most, I think, discouraging and most dishonest line by people like Jon Stewart who really are trying to prepare the population for accepting a lot less. He is really a tool of the regime in a sinister way, always has been like, “How dare you expect that? What are you, a Stalinist?” It’s like, no, I’m an American. I’m a decent person. I just want to be able to walk to the grocery store without being murdered. Is that too much? “Shut up, you don’t believe in freedom.” It’s really dark if you think about it.
Lex Fridman
(01:03:28)
So there is a fundamental way which you wanted Americans to expect more.
Tucker Carlson
(01:03:33)
You don’t have to live like this. We don’t have to live like this. You don’t have to accept it. You don’t. Everyone’s afraid in this country, they’re going to be shut down by the tech oligarchs or have the FBI show up at their houses or go to jail. People are legit afraid of that in the United States. My feeling is, so? Show a little courage. What is it worth to you for your grandchildren to live in a free prosperous country? It should be worth more than your comfort. That’s how I feel.
Lex Fridman
(01:04:02)
We should make clear that by many measures, you look at the World Press Freedom Index, you’re right. U.S. is not at the top. Norway is. U.S.’s score is 71.
Tucker Carlson
(01:04:15)
Norway is.
Lex Fridman
(01:04:15)
Same as Gambia in West Africa.
Tucker Carlson
(01:04:22)
Really? So let me just ask.
Lex Fridman
(01:04:22)
Hold on a second. Hold on a second. Hold on a second.
Tucker Carlson
(01:04:22)
Now you’re making me laugh.
Lex Fridman
(01:04:23)
Ukraine is 61 and Russia is 35, the lower it is, the worst. Close to China at 23, and North Korea at the very bottom, 22.
Tucker Carlson
(01:04:33)
Didn’t ukraine put Gonzalo Lira in jail until he died for criticizing the government? How can they have a high press?
Lex Fridman
(01:04:38)
Yes. That’s why they’re 61 out of [inaudible 01:04:40].
Tucker Carlson
(01:04:40)
What I’m saying, look, I don’t know what the criteria are they’re using to arrive at that, but I know press freedom when I see it. I try to practice it, which is saying what you think is true, correcting yourself when you’ve been shown to be wrong, as I have many times, being as honest as you can be all the time and not being afraid. Those are wholly absent in my country, wholly absent. People are afraid in the news business. I would know since I spent my life working there. They’re afraid to tell the truth. They’re under an enormous amount of pressure and a lot of them have little kids and mortgages, I’ve been there, so I have sympathy.

(01:05:14)
But they go along with things. You are not allowed, if you stand up at any cable channel, any cable channel in the United States and say, “Wait a second, how did the Ukrainian government throw a U.S. citizen into prison until he died for criticizing the Ukrainian government? We’re paying for that. That’s why it’s offensive to me. We’re paying for it. That happens all the time around the world, of course. But this is a U.S. citizen and we’re paying the pensions of Ukrainian bureaucrats. We are the Ukrainian government at this point. If you said that on TV on any channel, well, you’d lose your job for that.

(01:05:53)
Norway is at the top. Really, Norway? If I went to Norwegian television and said NATO blew up Nord Stream, which it did, NATO blew up Nord Stream, the United States government with the help of other governments blew up, committed the largest act of industrial terrorism in history, and by the way, the largest environmental crime, the largest emission of CO2, methane, could I keep my job? No. So how is that a free press?
Lex Fridman
(01:06:17)
Well, we don’t know that. I mean the whole point of this-
Tucker Carlson
(01:06:18)
In Norway?
Lex Fridman
(01:06:19)
Yes.
Tucker Carlson
(01:06:19)
Well, as a Scandinavian, and I can tell you they would not put up with that in Norway for a second.
Lex Fridman
(01:06:19)
It’s been a while.
Tucker Carlson
(01:06:24)
You’re deviating from the majority, no.
Lex Fridman
(01:06:26)
Well, deviating maybe is frowned upon, but-
Tucker Carlson
(01:06:31)
Frowned upon. Yeah.
Lex Fridman
(01:06:32)
But do you have the freedom to say it if you do deviate? That’s the question.
Tucker Carlson
(01:06:36)
Can you keep your job? That’s one measurement of it.
Lex Fridman
(01:06:38)
Can you keep your job, yeah.
Tucker Carlson
(01:06:39)
Yeah. It’s not the only measurement. Obviously being thrown into prison is much worse than losing your job. I’ve been fired a number of times for saying what I think, by the way. It’s fine. I’ve enjoyed it. I don’t mind being fired. I’ve always become a better person after it happened. But it is one measurement of freedom if you have the theoretical right to do something, but no practical ability to do it, do you have the right to do it? The answer is not really, actually.

Jon Stewart

Lex Fridman
(01:07:03)
You mentioned Jon Stewart, the two of you have a bit of a history. I don’t know if you’ve seen it, but he kind of grilled your supermarket and subway videos. Have you got any chance to see it?
Tucker Carlson
(01:07:13)
I haven’t seen it, but someone characterized it to me, which is why I pivoted against it early in our conversation about how the price of freedom is living in filth and chaos.
Lex Fridman
(01:07:24)
Yeah, that was essentially it. So in 2004, that’s 20 years ago, Jon Stewart appeared on Crossfire, a show you hosted. That was kind of a memorable moment. Can you tell the saga of that as you remember it?
Tucker Carlson
(01:07:40)
I mean, for me, as I was saying to you before about how it takes a long time to digest and process and understand what happens to you, or at least it does for me, I didn’t understand that as a particularly significant moment while it was happening. I just got off a plane from Hawaii. I mean, I was out of it as usual, and I was very literal as usual. So from my perspective, his criticism of me, to the extent I remember it, was that I was a partisan. Well, he had two critiques. One that Crossfire was stupid, which it certainly was. In fact, I’d already given my notice and I was moving on to another company by that point.

(01:08:17)
Crossfire was stupid. Crossfire didn’t help. Crossfire framed everything as Republican versus Democrat, whatever. It was not helpful to the public discourse. I couldn’t agree more, and that’s why I left. So that was part of his critique, fair. I’m not sure I would’ve admitted it at the time because I worked there and it’s sort of hard to admit you’re engaged in an enterprise that’s fundamentally worthless, which it was. But his other point was that I was somehow a partisan or a mindless partisan, which is definitely not true. It is true of him. He is a mindless partisan, but I’m not.

(01:08:54)
I really haven’t been since I got back from Baghdad at the beginning of the Iraq War, and I realized that the Republican party, which I’d voted for my whole life to that point, and had supported in general, was pushing this really horrible thing that was going to hurt the United States, which in time it really did. The Iraq War really hurt the United States. I realized that I had been on the wrong side of that. I said so publicly immediately from Baghdad, I said that to the New York Times and I really meant it. I mean it now. So to call me partisan, you can call me stupid, you can call me wrong, I certainly had been wrong, but partisan, I just didn’t think it was a meaningful… I mean, that’s just not true. It’s the opposite of true.

(01:09:35)
So I didn’t really take it seriously at all, and I never thought much of him. So I was like, “Whatever. Some buffoon jumping around on my show grandstanding.” By the way, that happened right at the moment that YouTube began. I think that was one of the first big YouTube, it was one of the first big YouTube videos. So it had a virality that, if that’s a word, it went everywhere in a way that didn’t used to happen in cable news. I mean, by that point, that was 20 years ago as you point out, I’ve been in cable news for nine years. So before 2004, we would say something on television and then it would be lost. People could claim they heard it, but you’d have to go to I think the University of Tennessee at Knoxville archives to get it.

(01:10:23)
Suddenly everything we said would live forever on the internet, which is good, by the way. That’s not bad. But it was a big change for me, and I just couldn’t believe how widely that was discussed at the time, because I thought he was not an interesting person, I think he’s obviously a very unhappy person. I just didn’t take him seriously then and I don’t now. But so anyway, that was it. It was a smaller thing in my life at the time than other people imagined.
Lex Fridman
(01:10:54)
Okay, you said lot of words that will make it sound like you’re a bit bitter even if you’re not. So you said unhappy person, partisan person.
Tucker Carlson
(01:11:03)
Well, I think he’s an unhappy guy. Well, he’s definitely partisan for sure.
Lex Fridman
(01:11:05)
So can you elaborate why you think he’s partisan?
Tucker Carlson
(01:11:07)
Well, so I think that, and I see this a lot, not only on the left, but people who believe that whatever political debate they’re engaged in is the most important debate in the world. So they bring an emotional intensity to those debates, and they’re inevitably disappointed because no eternal question is solved politically. So they’re kind of on the wrong path and they’re doomed to frustration if they believe that, and many do. He certainly does, that whatever the issue is, so Clarence Thomas should not be Supreme Court justice, and the implication is, well, if someone else’s Supreme Court justice, we’ll live in a fair and happy society, but that’s just not… It’s a false promise.

(01:11:45)
So I think that people who bring that level of intensity to politics are, by definition, bitter, by definition, disappointed, bitter in the way the disappointed people are. That the real questions are like what happens when you die and how do the people around you feel about you? Those are not the only questions in life, but they’re certainly the most important ones. If we’re spending a disproportionate amount of time on who gets elected to some office, not that it’s irrelevant, it is relevant, but it’s not the eternal question. So I feel like he’s not the only kind of bitter silly person in Washington or in its orbit. There are many, and a lot of them are Republicans, so.

(01:12:24)
But I just thought it was ironic. I mean, everything’s ironic to me, but being called a Russia’s sympathizer by a guy who calls himself Boris, it just made me laugh. No one else has ever laughed at that. Boris Johnson’s real name is not Boris, as you know. He calls himself Boris. It’s his middle name. So if you call yourself Boris, you don’t really have standing to attack anyone else as a Russia defender, right? I think that’s funny. No one else, as I noted does. But Jon Stewart, there are a lot of things you could say about me, but he’s much more partisan than I am. So to call me a partisan, it’s like what?
Lex Fridman
(01:13:01)
He would probably say that he’s not a partisan, that he’s a comedian who’s looking for the humor and the absurdity of the system on both sides.
Tucker Carlson
(01:13:11)
He’s a very serious person. I will say this, and he shares this quality with a lot of comedians, I know a lot of comedians, I know a cross section of people just having done this job for a long time, and a lot of them are very serious about their views, and they have a lot of emotional intensity. He certainly is in that category. That’s the silliest thing. Yeah, he’s a comedian for sure. He can be very funny for sure. He has talent, no doubt about it. I’ve never denied that. But he’s motivated by his moral views, “This is right. That is wrong.” I just think that it’s a misapplied passion.
Lex Fridman
(01:13:48)
Do you think I’m just a comedian? Is-
Tucker Carlson
(01:13:52)
I don’t think any person thinks that. I mean, if you’re just a comedian, and I, look, I’m not trying to claim, I couldn’t claim that I haven’t said a lot of dumb things, and one of the dumbest things I ever said was when he was on our set lecturing me, he’s a moralizer, which I also don’t really care for as an aesthetic matter, but he was lecturing me about something and I said, “I thought you’re here to tell jokes.” Which I shouldn’t have said because he wasn’t there to tell jokes. He was there to lecture me, and I should have just engaged it directly rather than trying to diminish him by like, “You’re just a little comedian.” Well, he doesn’t see himself that way. But I would just say this, Jon Stewart’s a defender of power. Jon Stewart has never criticized… What’s Jon Stewart’s view on the aid we’ve sent to Ukraine, the $100 billion or whatever. What happened to that money? What happened to the weapons that it bought? He doesn’t care. He has the exact same priorities as the people permanently in charge in Washington. So whatever. He’s not alone in that. So does Mika Brzezinski and her husband and all the rest of the cast of dummies.

(01:14:59)
But if you’re going to pretend to be the guy who’s giving the finger to entrenched power, you should do it once in a while, and he never has. There’s not one time when he said something that would be deeply unpopular on Morning Joe. That’s all I’m saying. So don’t call yourself a truth teller. You’re a court comedian or a flatterer of power. Okay, that’s fine. There’s a role for that, but don’t pretend to be something else.
Lex Fridman
(01:15:23)
I’ll just be honest that I watched it just recently, that video and-
Tucker Carlson
(01:15:29)
From 20 years ago?
Lex Fridman
(01:15:29)
From 20 years ago. I watched it initially, and I remember it very differently. I remembered that Jon Stewart completely destroyed you in that conversation. I watched it and you asked a very good question of him, and there was no destruction, first of all. You asked a very good question of him, “Why when you got a chance to interview John Kerry, did you ask a bunch of softball questions?”
Tucker Carlson
(01:15:56)
Yeah.
Lex Fridman
(01:15:57)
I thought that was a really fair question. Then his defense was, “Well, I’m just a comedian.”
Tucker Carlson
(01:16:02)
So I thought that was disingenuous. I haven’t watched it. I never have watched the clip one time in my life, and I don’t like to watch myself on television. I never have. That’s my fault and I probably should force myself to watch it though, of course I never will. But I think the takeaway for me, which was really interesting and life-changing, was I agree with your assessment. I’ve lost a lot of debates. I’ve been humiliated on television. I’m not above that. It certainly happened to me. It will happen again. But I didn’t feel like it was a clear win for him at all. Maybe A TKO, but it was not a knockout at all, and yet it was recorded that way.

(01:16:41)
I remember thinking, “Well, that’s kind of weird. That’s not what I remember.” Then I realized, no, Jon Stewart was more popular than I was, therefore he was recorded as the winner. That was hard for me to accept, because that struck me as unfair. You should rate any contest on points. Here are the rules. We’re going to judge the contest in the basis of those rules. No, in the end, it’s just like the more popular guy wins. Every TV critic like Jon Stewart, every one of them hated me, therefore he won. I was like, “Wow, I guess I have to accept that reality.” You do, like the reality of the sunrise. You’re not in charge of it. So that’s just what it is.
Lex Fridman
(01:17:14)
Unfortunately it’s a bit darker, I think. The reason he’s seen as the winner and the reason at the time I saw as the “winner” is because he was basically shitting on you, like personal attacks versus engaging ideas. It was funny in a dark way and making fun of the bow tie and all this kind of stuff.
Tucker Carlson
(01:17:30)
That’s fair, the bow tie.
Lex Fridman
(01:17:31)
I understand.
Tucker Carlson
(01:17:32)
It was fair to call me a dick. I remember he called me a dick, and I remember even when he said that, I was like, “Yeah, I’m definitely a dick, and that’s not my best quality, trust me.”
Lex Fridman
(01:17:42)
I thought Jon Stewart came off as a giant dick at that time, and I’m a big fan of his, and I think he has improved a lot.
Tucker Carlson
(01:17:50)
That may be true.
Lex Fridman
(01:17:51)
So we should also say that people grow, people like-
Tucker Carlson
(01:17:54)
Well, I certainly have, or changed anyway. You hope it’s growth. You hope it’s not shrinkage, but-
Lex Fridman
(01:18:02)
It is cold outside.
Tucker Carlson
(01:18:03)
Yeah. I mean, look, I haven’t followed Jon Stewart’s career at all. I don’t have a television. I’m pretty cut off from all that stuff, so I wouldn’t really know. But the measure to me is, are you taking positions that are unpopular with the most powerful people in the world and how often are you doing it? It’s super simple. Not for its own sake, but do you feel free enough to say to the consensus, “I disagree.” If you don’t, then you’re just another toady. That’s my view.
Lex Fridman
(01:18:38)
Well, I think he probably feels free enough to do it, but you’re saying he doesn’t do it.
Tucker Carlson
(01:18:43)
On the big things. Look, the big things, this is my estimation of it, others may disagree, the big things are the economy and war, okay? The big things government does can be, I mean, there are a lot of things government does, government does everything at this point, but where we kill people and how and for what purpose and how we organize the economic engine that keeps the country afloat, those are the two big questions. I hear almost no debate about either one of them in the media, and I have dissenting views on both of them. I mean, I’m mad about the tax code, which I think is unfair.

(01:19:19)
The fact that we’ve a carried interest loophole in the tax code and people are claiming that their income is investment, income and they’re paying half the tax rate as someone who just goes to work every day, it discourages work. It encourages lending at interest, which I think is gross, personally. I’m against it. Sorry. The fact that we’re creating chaos around the world is the saddest thing that’s happening right now. Nobody feels free to say that. So that’s not good.

Ending the War in Ukraine

Lex Fridman
(01:19:48)
How do you hope the war on Ukraine ends?
Tucker Carlson
(01:19:50)
With a settlement, with a reasonable settlement. You know what a reasonable settlement is, which is a settlement where both sides feel like they’re giving a little, but can live with it. I mean, I was really struck in my conversation with Putin by how he basically refused to criticize Joe Biden and to criticize NATO. I will just be honest, as an American, it would be a little weird to be pissing on Joe Biden with a foreign leader, any foreign leader, even though I don’t think Joe Biden is a real person or really a president. I mean, the whole thing is ridiculous. But still, he is the American president technically, and I don’t want to beat up on the American president with a foreigner. I just don’t. Maybe I’m old fashioned. So that’s how I feel.

(01:20:33)
So I didn’t push it, but I thought it was really interesting. Because, of course, Putin knows my views on Joe Biden. He knew I applied to the CIA, so they’ve done some digging on me, but he didn’t mention it, and he didn’t attack NATO. The reason is, I know for a fact, because he wants a settlement. He wants a settlement not because Russia’s about to collapse despite the lying of our media, that’s just not true, and no one is even saying it anymore because it’s so dumb. He wants to because it’s just bad to have a war. It changes the world in ways you can’t predict. People die. Everything about it is sad. If you can avoid it, you should.

(01:21:08)
So I would like to see a settlement where, look, the thing that Russia wants and I think probably has a right to is not to have NATO missiles on its border. I don’t know why we would do that. I don’t know what we get out of it. I just don’t even understand it. I don’t understand the purpose of NATO. I don’t think NATO is good for the United States. I think it’s an attack on our sovereignty. I would pull out of NATO immediately if I were the U.S. president, because I don’t think it helps the U.S. I know a lot of people are getting their bread buttered by NATO. But anyway, that’s my view as an American.

(01:21:43)
If I’m a Russian or a Ukrainian, let’s just be sovereign countries now. We’re not run by the U.S. State Department. We’re just our own countries. I believe in sovereignty, okay? So that’s my view. I also want to say one thing about Zelensky. I attacked him before because I was so offended by his cavalier talk about nuclear exchange because it would kill my family. So I’m really offended by that. Anyone who talks that way I’m offended by. But I do feel for Zelensky. I do. He didn’t run for president to have this happen.

(01:22:14)
I think Zelensky’s been completely misused by the State Department, by Toria Nuland, by our Secretary of State, by the policymakers in the U.S. who’ve used Ukraine as a vessel for their ambitions, their geopolitical ambitions, but also the many American businesses who’ve used Ukraine as a way to fleece the American taxpayer, and then by just independent ghouls like Boris Johnson who are hoping to get rich from interviews on it. The whole thing, Zelensky is at the center of this. He’s not driving history. NATO and the United States is driving history. Putin is driving history. There’s this guy, Zelensky. So I do feel for him, and I think he’s in a perilous place.
Lex Fridman
(01:22:53)
Do you think Zelensky is a hero for staying in Kiev? Because I do. To me, you can criticize a lot of things. You should call out things that are obviously positive.
Tucker Carlson
(01:23:07)
I just tried to a second ago, I don’t know the extent that he is in Kiev. He seems to be in the United States an awful lot, way too much. You can do a satellite interview. You don’t have to speak to my Congress. You’re not an American. Please leave. That’s my opinion but-
Lex Fridman
(01:23:21)
You got many zingers, Tucker.
Tucker Carlson
(01:23:22)
No, no, no. It’s just heartfelt. It’s bubbling up from the wellspring that never turns off. But I would say this about Zelensky, yeah, to the extent he’s in Ukraine, good man. George W. Bush fled Washington on 9/11. I lived there with three kids and he ran away to some Air Force base in South Dakota. I thought that was cowardly and I said so at the time, and man was I attacked for saying that. I wrote a column about it in New York Magazine where I then had a column, hard to believe. But I felt that. I felt that. I think the prerequisites of leadership are really basic.

(01:23:53)
The first is caring about the people you lead, that’s number one. In the way a father cares for his children, or an officer cares for his troops. A president should care for his people. That leads inexorably to the next requirement, which is bravery, physical courage. I believe in that. I’m not like some tough guy, but I just think it’s obvious. If you’re in charge, I’m at my house and I feel like someone broke in, I’m not going to say to my wife, “Hey, baby, go deal with the home invasion.” I’m going to deal with it because I’m dad. Okay? So if you’re the president of a country and your capital city is attacked, as ours was at the Pentagon, and you run away?

(01:24:28)
“The Secret Service told me to.” Bitch, are you in charge? Who’s daddy here? The Secret Service? Do you know what I mean? I found that totally contemptible and I said so, and man, did I get a lecture, not just from Republicans, but from Democrats. “Oh, you don’t know. Put yourself in that position.” I was like, “Okay.” I don’t know what I would do under that kind of stress, enormous stress. I get it. I know one thing I wouldn’t do is run away because you can’t do that. If you’re not willing to die for your country, then you shouldn’t be leading it. So yes, to the extent, if Zelensky really is in Ukraine most of the time, amen.
Lex Fridman
(01:25:05)
Well, hold on a second. Let’s clarify. It’s not about what he’s in Ukraine most of the time or not.
Tucker Carlson
(01:25:09)
Well, I thought that was the whole premise of the problem.
Lex Fridman
(01:25:11)
No, at the beginning of the war, when a lot of people thought that the second biggest military in the world is pointing its guns in Kiev, is going to be taken. A man, a leader who stays in that city and says, “Fuck it.” When everybody around him says, flee, everybody around him believes the city will be taken or at least destroyed, leveled, artillery, bombs, all of this, he chooses to stay. You know a lot of leaders, how many leaders would choose to stay?
Tucker Carlson
(01:25:46)
Well, the leader of Afghanistan, the U.S. backed leader when the Taliban came, got in a U.S. plane with U.S. dollars and ran away, and of course is living on those dollars now. So yeah, there’s a lot of cowardly behavior. Good for him. I mean, I guess I’m looking at it slightly differently, which is what’s the option? You’re the leader of the country. You can’t leave. Stalin never left Moscow during the war. It was surrounded by the Germans, as you know, for a year, and he didn’t leave. When I was in Russia, they’re like, “Stalin never left.” It’s like he’s the leader of the country, you can’t. I mean, that’s just table stakes, of course. I would say, but you raised an interesting by implication question, which is what about Kiev? You think the Russians couldn’t level Kiev? Of course, obviously they could. Why haven’t? They could, but they haven’t.
Lex Fridman
(01:26:36)
Well, there’s military answers to that, which is urban warfare is extremely difficult.
Tucker Carlson
(01:26:41)
Do you think that Putin wants to take Kiev?
Lex Fridman
(01:26:45)
No, I do think he expected Zelensky to flee and somebody else to come into power.
Tucker Carlson
(01:26:50)
Yeah, that may be totally right. I don’t know. I have no idea what Putin was thinking when he did that about Zelensky. I didn’t ask him. But it’s a mistake to imagine this is a contest between Putin and Zelensky. This is Putin versus the U.S. State Department. That’s why I said I felt sorry for him. I mean, as I said, we’re literally paying the pensions of Ukrainian bureaucrats. So there is no Ukrainian government independent of the U.S. government. Maybe you’re for that, maybe you’re against it, but you can’t endorse that in the same sentence that you use the term democracy, because that’s not a democracy, obviously.
Lex Fridman
(01:27:29)
Well, that’s why it’s interesting that he didn’t really bring up NATO extensively.
Tucker Carlson
(01:27:33)
He wants a settlement, he wants a settlement. He doesn’t want to fight with them rhetorically and he just wants to get this done. He made a bunch of offers at the peace deal. We wouldn’t even know this happened if the Israelis hadn’t told us. I’m so grateful that they did that, that Johnson was dispatched by the State Department to stop it. I mean, I think Boris Johnson is a husk of a man. But imagine if you were Boris Johnson and you spend your whole life with Ukraine flag, “I’m for Ukraine,” and then all those kids died because of what you did, and the lines haven’t really moved. It hasn’t been a victory for Ukraine. It’s not going to be a victory for Ukraine. It’s like, how do you feel about yourself if you did that? I mean, I’ve done a lot of shitty things in my life, I feel bad about them, but I’ve never extended a war for no reason. That’s a pretty grave sin in my opinion.
Lex Fridman
(01:28:26)
Yes, that was a failure. But it doesn’t mean you can’t have a success over and over and over keep having negotiations between leaders.
Tucker Carlson
(01:28:36)
Well, the U.S. government’s not allowing negotiations. So that for me is the most upsetting part. It’s like in the end, what Russia does, I’m not implicated in that. What Ukraine does, I’m not implicated in that. I’m not Russian or Ukrainian. I’m an American who grew up really believing in my country. I’m supporting my country through my tax dollars. It’s like I really care about what the U.S. government does because they’re doing it in my name, and I care a lot because I’m American. We are the impediment to peace, which is another way of saying we are responsible for all these innocent people getting dragooned out of public parks in Kiev and sent to go die. What? That is not good. I’m ashamed of it.

Nazis

Lex Fridman
(01:29:16)
What do you think of Putin saying that justification for continuing the war is denazification?
Tucker Carlson
(01:29:21)
I thought it was one of the dumbest things I’d ever heard. I didn’t understand what it meant. Denazification?
Lex Fridman
(01:29:26)
It literally means what it sounds like.
Tucker Carlson
(01:29:30)
Yeah. I mean, I have a lot of thoughts on this. I hate that whole conversation because it’s not real. It’s just ad hominem. It’s a way of associating someone with an evil regime that doesn’t exist anymore. But in point of fact, Nazism, whatever it was, is inseparable from the German nation. It was a nationalist movement in Germany. There were no other Nazis, right? There’s no book of Nazism like, “I want to be a Nazi. What does it mean to be a Nazi?” I mean, Mein Kampf is not Das Kapital, right? Mein Kampf is, to the extent I understand it, it’s like he’s pissed about the Treaty of Versailles, whatever. I’m very anti-Nazi. I’m merely saying there isn’t a Nazi movement in 2024. It’s a way of calling people evil.

(01:30:13)
Okay. Putin doesn’t like nationalist Ukrainians. Putin hates nationalism in general, which is interesting. Of course he does. He’s got 80 whatever republics, and he’s afraid of nationalist movements. He fought a war in Chechnya over this. So I understand it, but I have a different… I’m for nationalism, I’m for American nationalism, so I disagree with Putin on that. But calling them Nazis, it’s like, I thought it was childish.
Lex Fridman
(01:30:38)
Well, I do believe that he believes it.
Tucker Carlson
(01:30:40)
So that’s so interesting. I agree with that. Because I was listening to this because in the United States, everyone’s always calling everyone else a Nazi, “You’re a Nazi.” But I was listening to this and I was like, “This is the dumbest sort of not convincing line you could take.” I sat there and listened to him talk about Nazis for eight minutes, and I’m like, “I think he believes this.”
Lex Fridman
(01:31:02)
Yeah. Having had a bunch of conversations with people who are living in Russia, they also believe it. Now, there’s technicalities here, which the word Nazi, World War II is deeply in the blood of a lot of Russians and Ukrainians.
Tucker Carlson
(01:31:17)
I get it. I get it.
Lex Fridman
(01:31:17)
So you’re using it as almost a political term, the way it’s used in the United States also, like racism and all this kind of stuff. Because you know you can really touch people if you use the Nazi term.
Tucker Carlson
(01:31:29)
I think that’s totally right.
Lex Fridman
(01:31:30)
But it’s also to me a really disgusting thing to do.
Tucker Carlson
(01:31:35)
I agree.
Lex Fridman
(01:31:37)
Also to clarify, there is neo-Nazi movements in Ukraine but it’s very small. You’re saying that there’s this distinction between Nazi and neo-Nazi, sure. But it’s a small percentage of the population, a tiny percentage that have no power in government, as far I have seen no data to show they have any influence on Zelensky and Zelensky government at all. So really, when Putin says denazification, I think he means nationalist movements.
Tucker Carlson
(01:32:08)
I think you’re right. I agree with everything you said. I do think that the Second World War occupies a place in Slavic society, Polish society, Central Eastern Europe that it does not occupy in the United States. You can just look at the death totals, tens of millions versus less than half a million. So it’s like this eliminated a lot of the male population of these countries. So of course, it’s still resonant in those countries. I get it. I think I’ve watched, I don’t think I know, I’ve watched the misuse of words, the weaponization of words for political reasons for so long that I just don’t like, though I do engage in it sometime and I’m sorry, I don’t like just dismissing people in a word. “Oh, he’s a Nazi. He’s a liberal,” or whatever. It’s like, tell me what you mean, what don’t you like about what they’re doing or saying?
Tucker Carlson
(01:33:00)
What don’t you like about what they’re doing or saying? And Nazi especially, I don’t even know what the hell you’re talking about.
Lex Fridman
(01:33:07)
What troubled me about that is because he said that that’s the primary objective currently for the war. And that because it’s not grounded in reality, it makes it difficult to then negotiate peace. Because what does it mean to get rid of the Nazis in Ukraine? So he’ll come to the table and say, “Well, okay, I will agree to do a ceasefire once the Nazis are gone.” Okay, so can you list the Nazis?
Tucker Carlson
(01:33:34)
I totally agree. Plus, can you negotiate with a Nazi?
Lex Fridman
(01:33:36)
Right, exactly.
Tucker Carlson
(01:33:38)
I totally agree with you.
Lex Fridman
(01:33:39)
It was very strange. But maybe it perhaps had to do with speaking to his own population, and also probably trying to avoid the use of the word NATO as the justification for the war.
Tucker Carlson
(01:33:52)
Yes, that’s all… Of course, I don’t know, but I suspect you’re right on both counts. But I would say it points to something that I’ve thought more and more since I did that interview, which was two weeks ago, I guess. I didn’t think he was… As a PR guy, not very good, not good at telling his own story. The story of the current war in Ukraine is the eastward expansion of NATO scaring the shit out of the Russians with NATO expansion. Which is totally necessary, doesn’t help the United States, NATO itself doesn’t help the United States. And so I’m not pro-Russian for saying that, I’m pro-American for saying that. And I think that’s a really compelling story, because it’s true. He did not tell that story, he told some other story that I didn’t fully understand. Again, I’m not Russian.

(01:34:36)
He’s speaking to multiple audiences around the world. I’m not sure what he hoped to achieve by that interview, I will never know. But I did think that, this guy is not good at telling his story. And I also think honestly on the base of a lot… I mean, I know this. Very isolated during COVID, very.

(01:34:57)
We keep hearing that he’s dying of this or that disease, “He’s got ALS. I mean, I don’t know, I’m not his doctor. There’s a ton of lying about it, I know that. But one thing that’s not a lie, is that he was cloistered away during COVID, I know this, and only dealing with two or three people. And that makes you weird, it’s so important to deal with a lot of people to have your views challenged. And you see this with leaders who stay in power too long. He’s been in power 24 years, effectively. There’s been upsides I think for Russia, the Russian economy, Russian life expectancy, but there are definitely downsides. And one of them is you get weird, and you get autocratic, this is why we have term limits. Very few kings don’t get crazy in old age.
Lex Fridman
(01:35:44)
Yeah. And you said some of this also in your post-Kremlin discussion while you’re in Moscow still, which was very impressive to me, that you can just openly criticize. This was great.
Tucker Carlson
(01:35:56)
Well, I don’t care.
Lex Fridman
(01:35:57)
I understand this. I just wish you did some more of that also with the supermarket video, and perhaps some more of that with Putin in front of you.
Tucker Carlson
(01:36:06)
Putin in front of me, it would be like, “I’m such a good person.”
Lex Fridman
(01:36:10)
I know you see it as virtue signaling.
Tucker Carlson
(01:36:12)
Yeah, it is. Have you seen some of the interview he did with some NBC news child?
Lex Fridman
(01:36:17)
Yes, I understand. So I think you’re just so annoyed by how bad journalists are, that you just didn’t want to be them.
Tucker Carlson
(01:36:25)
Yeah, that’s probably right actually.
Lex Fridman
(01:36:27)
Some great conversations will involve some challenging. You were confused about denazification.
Tucker Carlson
(01:36:34)
Well, first of all, I accept your criticism, and I accept it as true, that in some way I’m probably pivoting against what I dislike. And I have such contempt for American journalists on the basis of so much knowledge, that I probably was like, “I don’t want to be like that.” Fair, that is a kind of defensiveness and dumb. So you’re right. As for the Nazi thing, I really felt like we were just speaking so far past each other that we would never come to… I was like, “I don’t even know what the hell you’re talking about.” And especially when I decided or concluded that he really meant it, I was like, “That’s just too freaking weird to me.” I can think of many other examples where you’re interviewing someone, and they’ll say something that’s like… I was interviewing a guy one time and he started talking about the Black Israelites and, “We’re the real Jews.” And it wasn’t on camera, but it was so far out to me that I was like, “We’ll never understand common terms on that.”

Putin’s health

Lex Fridman
(01:37:42)
So you mentioned there’s a bunch of conspiracy theories about Putin’s health. How was he in person? What did he feel like? Did he look healthy?
Tucker Carlson
(01:37:52)
I’m not a health person myself, so I can easily gain 30 pounds and not know it, so I’m probably not a great person to ask. But no, he seemed fine. He had his arm hooked through a chair, and I heard people say, “Well, he’s got Parkinson’s.” And Parkinson’s can be controlled I know for periods with drugs. So it’s hard to assess. One of the tells of Parkinson’s is gait, how a person walks, I think. And his walking seemed fine, and I walked around with him and talked to him off camera. He’s had some work done, for sure. He’s 71 or two.
Lex Fridman
(01:38:30)
You mean visual purposes?
Tucker Carlson
(01:38:32)
Yeah, I’m 54, he’s almost 20 years older than me, he looked younger than me.
Lex Fridman
(01:38:35)
What was that like? The conversation off camera, you walking around with him, what was the content of the conversation?
Tucker Carlson
(01:38:44)
I feel bad even with Putin or anybody talking about stuff that is off the record. But I’ll just say that when I said that he didn’t want to fight with NATO, or with the US State Department, or with Joe Biden because he wants a settlement, that’s a very informed perspective, he doesn’t. Say whatever you want about that, believe it or not, but that is true.
Lex Fridman
(01:39:16)
So he’s open for peace, for peace negotiation?
Tucker Carlson
(01:39:22)
Russia tried to join NATO in 2000, that’s a fact. Okay, they tried to join NATO. So just think about this, NATO exists to keep Russia contained. It exists as a bulwark against Russian territorial expansion. And whether or not Russia has any territorial ambitions is another question. Why would it, it’s the largest landmass in the world? Whatever. But that’s why it exists. So if Russia seeks to join NATO, it is by definition a sign that NATO’s job is done here, we can declare victory and go home. The fact that they turned him down is so shocking to me, but it’s true. Then he approaches the next president, George W. Bush… That was with Bill Clinton at the end of his term in 2000. He approaches the next president and said, “In our next missile deal, let’s align on this, and we’ll designate Iran as our common enemy.” Iran, which is now effectively in league with Russia, thanks to our insane policies.

(01:40:26)
And George W. Bush to his credit is like, “Well, that seems like kind of an innovative good idea.” And Condi Rice, who’s one of the stupidest people ever to hold power in the United States, if I can say. Who’s monomaniacally anti-Russia because she had an advisor at Stanford who was, or something during the Cold War, “No, we can’t do that.” And Bush is just weak and so he agreed, it’s like, “What? That is crazy.” If you’re fighting with someone and the person says, “You know what? Actually our interests align. And you’ve spent 80% of your mental disc space on hating me and opposing me or whatever, but actually we can be on the same team.” If you don’t at least see that as progress, what?

(01:41:06)
If your interest is in helping your country, what’s the counter argument? I don’t even understand it. And no one has even addressed any of this, “The war of Russian aggression.” Yeah, it was a war of Russian aggression, for sure. But how did we get there? We got there because Joe Biden and Tony Blinken dispatched Kamala Harris, who does not freelance this stuff, fair to say, to the Munich Security Conference two years ago this month, February 2022. And said in a press conference to Zelenskyy, poor Zelenskyy, “We want you to join NATO.” This was not in a backroom, this was in public at a press conference, knowing because he said it 4,000 times, “We don’t want nuclear weapons from the United States or NATO on our western border.” Duh. And days later, he invaded. So what is that?

(01:42:05)
And I raised that question in my previous job, and I was denounced as of course a traitor or something. But okay, great, I’m a traitor. What’s the answer? What’s the answer? Toria Nuland, who I know, not dumb, hasn’t helped the US in any way, an architect of the Iraq war, architect of this disaster, one of the people who destroyed the US dollar. Okay, fine, but you’re not stupid. So you’re trying to get a war by acting that way, what’s the other explanation? By the way, NATO didn’t want Ukraine because it didn’t meet the criteria for admission. So why would you say that? Because you want a war, that’s why. And that war has enriched a lot of people to the tune of billions. So I don’t care if I sound like some kind of left-wing conspiracy nut, because I’m neither left-wing nor a conspiracy nut. Tell me how I’m wrong.
Lex Fridman
(01:42:59)
Who do you think is behind it? If you were to analyze, zoom out, looking at the entirety of human history, the military industrial complex, you said Kamala Harris, is it individuals? Is it this collective flock that people are just pro-war as a collective?
Tucker Carlson
(01:43:17)
It’s the hive mind. And I spent my whole life in DC from 85 to 2020, so 35 years. And again, I grew up around it in that world. And I do think that conspiracies… Of course, there are conspiracies. But in general, the hive mind is responsible for the worst decisions. It’s a bunch of people with the same views, views that have not been updated in decades. Putin said something that I thought was absolutely true, I don’t know how he would know this, but it is true because I lived among them. So the Soviet Union dissolves in August of 91 on my honeymoon in Bermuda, I’ll never forget it. And it was a big thing, if you lived in DC.

(01:44:02)
I mean, the receptionist in my office in 1991 was getting a master’s in Russian from Georgetown, he was going to be a Sovietologist. And he was among thousands of people in Washington on that same track. And so the Soviet Union collapses, well, so does the rationale for a good portion of the US government, has been dedicated for over 40 years to opposing this thing that no longer exists. So there’s a lot of forward momentum, there’s a huge amount of money, the bulk of the money in the richest country in the world, aimed in this direction. And it’s very hard for people to readjust, to reassess. And you see this in life all the time.

(01:44:40)
I love my wife, all of a sudden she ran off with my best friend. Holy shit, I didn’t expect that this morning, now it’s a reality, how do I deal with that? Well, I got Stage 4 cancer diagnosis, and it’s all bad, but just saying that’s the nature of life. Things that you did not anticipate, never thought you’d have to face, happen out of nowhere, and you have to adjust your expectations and your goals. And people have a hard time with that, very hard time with that. So that’s a lot of it.

(01:45:09)
If you’re Condi Rice, sort of highly ambitious mid-wit, who gets this degree from Stanford, and you read Tolstoy in the original, sure you did. And you spent your whole life thinking that Russia is the center of evil in the world, it’s kind of hard to be like, “Well, actually there’s a new threat, and it’s coming from farther east. It’s primarily an economic threat.” And maybe all the threats aren’t reduced to tank battles, that’s the other thing. Is these people are so inelastic in their thinking, so lacking imagination and flexibility, that they can’t sort of imagine a new framework. And the new framework is not that you’re going to go to war with China over Formosa, Taiwan. No, the framework is that all of a sudden all the infrastructure in Tijuana is going to be built by China, and that’s a different kind of threat. But they can’t kind of get there because they’re not that impressive.
Lex Fridman
(01:46:07)
So you actually have mentioned this, it’s not just the Cold War, it’s World War II that populates most of their thinking in Washington. You mentioned Churchill, Chamberlain, and Hitler, and they’re kind of seeing the World War II as kind of the good war and successful role the United States played in that war. They’re kind of seeing that dynamic, that geopolitical dynamic, and applying it everywhere else still.
Tucker Carlson
(01:46:39)
Yeah, it’s a template for everything. And I think it’s of huge significance to the development of the West, to the civilization we live in now, to world history, was a world war. And so I think it’s worth knowing a lot about, and being honest about, and all the rest. But it’s hardly the sum total of human history, it’s a snapshot. And so you keep hearing people refer to… Not even the war, no one ever talks about the war. How much does Tony Blinken know about the Battle of Stalingrad? Probably zero, he doesn’t know anything. Largest battle in human history, but I bet he knows nothing. But he knows a lot about the cliches surrounding the ’38 to ’40 period, 1938 to 1940. And everything is kind of expressed through that formula. And not everything is that formula, that’s all I’m saying. And the Republicans have a strange weakness for it, particularly the closeted ones, the weird ones who have no life other than starting more wars. Everything to them, the most vulnerable, I would say, among them, emotionally, psychologically vulnerable, the dumbest, they will always say the same thing.

(01:47:57)
And it appeals to Republican voters, unfortunately. That every problem is the result of weakness. Everyone’s Chamberlain, Germany never would’ve gone in to Poland, Czechoslovakia if England had been stronger, that’s the argument. Is that true? I don’t know, actually. Maybe, it might be totally true, it might not be true at all, I really don’t know. But not everything is that, that’s not always true. If I go up to you in a bar and I say, “I hate your neck tie.” I’m being pretty aggressive with you, pretty strong. You might beat the shit out of me actually, or shoot me if I do that. An aggressive posture doesn’t always get you the outcome that you want. Sometimes it requires a more sophisticated Mediterranean posture. I mean, it kind of depends, it’s a time and place thing. And they don’t acknowledge that, everything is this same template, and that’s not the road to good decision making at all.

Hitler

Lex Fridman
(01:48:47)
Since we’re on the time period, let me ask you a almost cliche question, but it applies to you, which you’ve interviewed a lot of world leaders. If you had the chance to interview Hitler in ’39, ’40, ’41, first of all, would you do it? And how would you do it? I assume you would do it given who you are.
Tucker Carlson
(01:49:09)
Man, it would be a massive cost for doing it. It may destroy my life to interview Putin, though I can tell you as much as I want that I’m not a Putin defender, I only care about the United States. That’s 100% true, anyone who knows me will tell you what’s true, I keep saying it. But history may record me to the extent it records me at all as a tool of Putin, a hater of America. That seems absurd to me, but absurd things happen. What would I ask Hitler? I don’t even know. I guess I would probably ask him, what I asked Putin, which is what I ask everybody, “What’s your motive? Why did you do…” I mean, if he’d already gone into Poland, “Why are you doing that? What’s your goal?” And then the question is, is he going to answer honestly? I don’t know, you can’t make someone answer a question honestly. You can only sort of shut up while they talk and then let people decide what they think of the answer.
Lex Fridman
(01:50:05)
Well, just like in the bar fight, there’s different ways.
Tucker Carlson
(01:50:07)
There are different ways, that’s exactly right. Man, is that true? That is absolutely right.
Lex Fridman
(01:50:13)
I mean, your energy with Putin, for example, was such that it felt like he could trust you. I felt like he could tell you a lot. I think…
Tucker Carlson
(01:50:23)
I just wanted to get it on the record, that’s all I wanted.
Lex Fridman
(01:50:27)
I think it was a extremely… We have to acknowledge how important that interview was, for the record, and for opening the door for conversation. Opening the door to conversation literally is the path to more conversations in peace talks.
Tucker Carlson
(01:50:43)
Well, I would flip it around and say anyone who seeks to shut that down by focusing on a supermarket video of four minutes versus a two hour and 15 minute long interview with a world leader, anyone who doesn’t want more conversation, who wants fewer facts, fewer perspectives is totalitarian, and probably doesn’t have good intent. I mean, I can honestly say for all my many manifold faults, I’ve never tried to make people shut up. It’s not in me, I don’t believe in that.
Lex Fridman
(01:51:14)
So Putin’s folks have shown interest for quite a while to speaking with me. So you’ve spoken with him, what advice would you give?
Tucker Carlson
(01:51:26)
Oh, do it immediately. How’s your Russian, by the way?
Lex Fridman
(01:51:26)
Fluent.
Tucker Carlson
(01:51:30)
Have you kept up with it?
Lex Fridman
(01:51:31)
Yeah, fluent, so it would most likely be in Russian. So that’s the other thing is I do have a question about language barrier, was it annoying?
Tucker Carlson
(01:51:41)
It’s horrible. I mean, I don’t have much of a technique as an interviewer other than listen really carefully, that’s my only skill. I don’t have the best questions, I certainly don’t have the best questions. All I do that I’m proud of and that I think works is I just listen super carefully. I never let a word go by that I’m not paying… It exhausts me, actually. But you can’t do that in a foreign language because there’s a delay. And here, I’m just whining. But it’s real.
Lex Fridman
(01:52:11)
It’s not whining. Can you actually describe the technical details of that? Are you hearing concurrently at the same time?
Tucker Carlson
(01:52:20)
Yes, but there’s a massive lag. So what’s happening is… So the translators… So we were of course extremely uptight about the logistical details. So we brought our own cameraman who I’ve been around the world with, who worked at Fox, came with me now, amazing. And he did our cameras, lighting, everything, we had full control of that, and we had control of the tape. The Russians also had their own cameras, and I don’t know what they did with it. But we had full control of that, and we brought our own translator. We got our own translator, because I don’t trust anyone. So I think we had a good translator, we had two of them actually, because they get exhausted.

(01:53:01)
But the problem is, from my perspective, as someone who’s trying to think of a follow-up and listen to the answer, Putin will talk, and you can in part of your ear hear the Slavic sounds, and then over that is a guy with a Slavic accent speaking English. And then you can hear Putin stop talking, and then this guy’s answer goes on for another 15, 20 seconds. So it’s super disconcerting, and it’s really hard.

(01:53:28)
And the other thing is, it doesn’t matter how good your translators are. I’m interested in language, I speak only English fluently, but I’m really interested in language, and I work in language. It doesn’t matter how good your translator is, in literature and in conversation you miss so much if the language is moving… I mean, you see this in Bible study, you see it in Dostoevsky, you see it everywhere. If you don’t speak Aramaic, Hebrew, Russian, you’re not really getting… I mean, even in romance languages. I like Balzac, who obviously wrote in French. You read Père Goriot, it’s an amazing novel, hilarious, and you’re not really getting it. And it’s not that French and English are not that far apart. Russian, what?
Lex Fridman
(01:54:22)
Plus conversation. So the chemistry of conversation, the humor, the wit, the play with words, all this [inaudible 01:54:29].
Tucker Carlson
(01:54:28)
Exactly. And my understanding of Russian as a lover of Russian literature in English, is that it’s not a simple language at all. The grammar’s complex, there’s a lot that’s expressed that will be lost in the translation. So yes, I mean, the fact that you speak native Russian, I mean, I would run, not walk to that interview because I think it would just be amazing. You would get so much more out of it than I did.
Lex Fridman
(01:54:53)
And we should say that you’ve met a lot of world leaders, both Zelenskyy and Putin are intelligent, witty, even funny. So there’s a depth to the person that could be explored through a conversation just on that element, the linguistic element.
Tucker Carlson
(01:55:09)
For sure. And Putin speaks decent English, I spoke to him in English, so I know that, but he’s not comfortable with it at all. But Zelenskyy is, I think,
Lex Fridman
(01:55:18)
No, he is… Well, he’s better than Putin at English, but the humor, the wit, the intelligence, all of that is not quite there in English. He says simple points, but the guy’s a comedian, and he’s a comedian primarily in Russian, the Russian language. So the Ukrainian language is now used mostly primarily as a kind of symbol of independence.
Tucker Carlson
(01:55:42)
I’m aware of that, it’s a political decision. No, I know.
Lex Fridman
(01:55:45)
Really his native language is Russian language.
Tucker Carlson
(01:55:48)
Of course, as a lot of people in Ukraine.
Lex Fridman
(01:55:49)
But you can also understand his position, that he might not want to be speaking Russian publicly. That’s something I’ve…
Tucker Carlson
(01:55:54)
I don’t think they’re allowed to speak in Russian in some places in Ukraine. That’s one of the reasons that Russia was so mad, is that they were attacking language. And that’s a fair complaint, like, “What?” And by the way, if you haven’t been to Moscow in a while, you should see it, and you will pick up a million things that were invisible to me, and you should assess it for yourself. And my strong advice would be, even if you don’t interview Putin, go over there, spend a week there, and assess what you think. I mean, how restricted does the society feel? I mean, it would take a lot of balls to do this because… I mean, whatever you decide, you will be sucked into conversations that have nothing to do with you, political conversations. You’re obviously not a political activist, you’re an interviewer. But I think it would be so interesting.
Lex Fridman
(01:56:41)
But for an interview itself, is there advice you have about how to carry an interview? It is fundamentally different when you do it in the native language.
Tucker Carlson
(01:56:50)
Yes, I mean, I think I approached… And maybe I did it incorrectly, but this was the product of a lot of thought. I was coming into that interview aware that he hadn’t given an interview at all with anybody since the war started. So I had a million different questions, and as noted, I didn’t ask them because I just wanted to focus on the war. But I mean, there’s so many… I’ll send you my notes that I wrote, I was like a diligent little girl.
Lex Fridman
(01:57:18)
That would be amazing, but I think…
Tucker Carlson
(01:57:20)
All these questions, and some of them I thought were pretty funny.
Lex Fridman
(01:57:25)
In your case, I think the very fact of the interview was the most important thing.
Tucker Carlson
(01:57:29)
Yeah, that’s probably right. The question that I really wanted to ask that I was almost going to ask, because it made me laugh out loud. I was sitting drinking coffee beforehand with my producers, and I was like, “I’m going to go in there. My first question is going to be, Mr. President, I’ve been here in the Kremlin for two days preparing, and I haven’t seen a single African-American in a position of power in the Kremlin.” I thought that’s too culturally specific and dry. And he’d be like, “This guy’s freaking crazy.”
Lex Fridman
(01:57:59)
Yeah, you don’t want to open with humor.
Tucker Carlson
(01:58:03)
I know.
Lex Fridman
(01:58:03)
All right.
Tucker Carlson
(01:58:03)
Doesn’t translate.
Lex Fridman
(01:58:05)
It doesn’t. Oh, yeah, and there’ll be a small delay where you have to wait for the joke, to see if it lands or not.
Tucker Carlson
(01:58:10)
Like, “What? This is not America.”

Nuclear war

Lex Fridman
(01:58:12)
At Fox, you were for a time the most popular host. After Fox you’ve garnered a huge amount of attention as well, same, probably more. Do you worry that popularity and just that attention gets to your head, is a kind of drug that clouds your thinking?
Tucker Carlson
(01:58:33)
You think? I live in a spiritual graveyard of people killed by the quest for fame. Yes, I have lived in it. I mean, I would say the two advantages I have. One, I Have a happy family, and a stable family, and a stable group of friends, which is just the greatest blessing, and a strong love of nature that my family shares. So I’m in nature every day. And I have a whole series of rituals designed to keep me from becoming the asshole that I could easily become. But no, of course, I mean, that’s what I… And I don’t want to beat up on… I’m grateful to Elon who gave me a platform, and I mean that sincerely. But I definitely don’t spend a lot of time on social media or on the internet, for that exact reason. Well, first of all, I think it’s, as I’ve said, a much more controlled environment than we acknowledge, and I don’t want lies in my head. But I also don’t want to become the sort of person who’s seeking the adulation of strangers, I think that’s soul poison.

(01:59:42)
And I said earlier that I think that the desire for power and money will kill you, and I believe that, and I’ve seen it a lot. But I also think the desire for the love of people you don’t know is every bit as poisonous, maybe more so. And so, yes. And it’s not just because I’ve obviously spent most of my life in public. And in fact, I don’t spend my life in public, and I’m a completely private person. But professionally, I’ve spent my life in public. It’s not just that, it’s social media makes everybody into a cable news host. And we were talking off the air, my new… I’m obsessed with this. I don’t know enough about it, but here’s what I do know. South Korea, amazing country, great people. I grew up around Koreans, probably no group, if I can generalize about a group, that I like more than Koreans, are just smart, funny, honest, brave. I really like Koreans, I always have, my whole life, growing up in sunny California with Koreans.

(02:00:39)
South Korea is dying, it’s literally dying. It’s way below replacement rate in fertility, its suicide rate is astronomical. Why is that? It’s a rich country. Of course, I don’t know the answer. But I suspect it has something to do with the penetration of technology into South Korean society, is I think certainly one of the highest in the world, people live online there. And there was a belief for a bunch of reasons in South Korea that western technology would be a liberating progressive force, and I think it’s been the opposite. It’s my sense, strong sense. And I think it’s true in this country too. And I don’t understand how people can ignore the decline in life expectancy or the rise in fentanyl use. It’s not just about China shipping precursor chemicals to Mexico, it’s like, “Why would you take that shit?”
Lex Fridman
(02:01:28)
I hope those two things aren’t coupled, technological advancement and the erosion…
Tucker Carlson
(02:01:33)
Well, let me ask you… And I know you’re a technologist and I respect it, and there’s a lot about technology that I like and have benefited from. I had back surgery and it worked. Okay, so I’m not against all technology. But can you name a big technology in the last 20 years that we can say conclusively has improved people’s lives?
Lex Fridman
(02:01:52)
Well, conclusive is a tough thing.
Tucker Carlson
(02:01:54)
Pretty conclusively, that we can brag about.
Lex Fridman
(02:01:58)
Well, you’ve criticized Google search recently, but I think making the world knowledge accessible to anyone anywhere across the world through Google search.
Tucker Carlson
(02:02:08)
Well, I love that, I love that idea. Are people better informed or are they more superstitious and misled than they were 20 years ago? It’s not close.
Lex Fridman
(02:02:17)
Well, no, I don’t know, I think they are more informed. It’s just revealing the ignorance. The internet has revealed ignorance that people have, but I think the ignorance has been decreasing gradually. And if you look, you can criticize places like Wikipedia a lot, and very many aspects of Wikipedia are very biased. But most of it are actually topics that don’t have any bias in them, because they’re not political or so on, there’s no battle over those topics. And most of Wikipedia is the fastest way to learn about a thing.
Tucker Carlson
(02:02:49)
I couldn’t agree more. You can very quickly imagine… You’re an expert, and that may be the problem, I think. No, I just experienced it in Moscow. Again, I feel like I’m in the top 1% for information, certainly intake, because it’s my job. And I had literally… And I’m always out of the country, I’ve been around the world many times. I feel like I know a lot about the rest of the world, or I thought I did. And how did I not know any of that? And maybe I’m just unusually ignorant or something, or reading the wrong things. I don’t know what it was, but all I know is the digital information sources that I use to understand just something as simple as, what’s the city of Moscow like? Were completely inadequate. And anyway, look, I just am worried that we’re missing the obvious signs. And the obvious signs are reproduction, life expectancy, sobriety. If you have a society where people just can’t deal with being sober, don’t want to have children, and are dying younger, you have a suicidal society.
Tucker Carlson
(02:04:00)
…An extremely sick, you have a suicidal society. And I’m not even blaming anyone for it. I’m just saying objectively that is true. And the measure of a health of your society is the number of children that you have and how well they do. It’s super simple. That’s the next generation. We all die and what replaces us? And if you don’t care, then you’re suicidal. And maybe other things too. But that’s all I’m saying. So what happened to South Korea? Why can’t anyone answer the question? They’re great people, they’re rich, they have all these advantages. They’re on the cutting edge of every American… For a foreign country, they’re more American than maybe any other country other than Canada. And what happened?
Lex Fridman
(02:04:45)
And I mean, your fundamental worry is the same kind of thing might be happening or will happen in the United States.
Tucker Carlson
(02:04:50)
Well, let me just ask you this. I think North Korea seems like the most dystopian, horrible place in the world, right? Obviously it’s a byword for dystopia, right? North Korean. I use it all the time. And I mean it. If in a hundred years there are more North Koreans still alive than there are South Koreans, what does that tell us?
Lex Fridman
(02:05:09)
Yeah, that’s something to worry about. But also-
Tucker Carlson
(02:05:11)
But how did it happen? But why? I’m interested in the why. This is a question I asked Putin. Sometimes we don’t know why, but why does no one ask why?
Lex Fridman
(02:05:20)
I’ve seen a lot of increased distrust in science, which is deserved in many places. It just worries me because some of the greatest inventions of humanity come from science and technological innovation.
Tucker Carlson
(02:05:35)
Okay, then let me ask you a couple quick questions and perhaps you have the answer. I’ve always assumed that was true. And I should say that when I was a kid, I lived in La Jolla, California, next to the Salk Institute named after Jonas Salk, a resident of La Jolla, California, who created the polio vaccine and saved untold millions. And so my belief, which is still my belief, actually, that’s a great thing. It’s one of the great additions to human flourishing ever. But if technology is so great, why is life expectancy going down? And why are fewer people having kids? And why would anybody who has internet access ever use fentanyl? What is that? What is going on? And until we can answer that question, I think we have to assume the question of whether technology is a net good or a net bad is unresolved at best. Right?
Lex Fridman
(02:06:25)
At best, perhaps. But technology is the very tool which will allow us to have that kind of discourse to figure out to do science better.
Tucker Carlson
(02:06:33)
I mean, I want that to be true. And when you said that the internet allows people to escape the darkness of ignorance, man, that resonated with me because I felt that way in 1993, 4 when it was first starting, and I first got on it and I thought, man, this is amazing. You can talk for free to anyone around the world. This is going to be great. But let me just ask you this. This is something I’ve never gotten over or gotten a straight answer to. Why is it that in any European city, the greatest buildings indisputably were built before electricity and the machine age? Why has no one ever built a medieval cathedral in the modern era ever?
Lex Fridman
(02:07:10)
Well-
Tucker Carlson
(02:07:10)
What is that?
Lex Fridman
(02:07:12)
…Indisputably? You have a presumption. We have a good definition wat beauty is. There’s a lot of people-
Tucker Carlson
(02:07:18)
Right. Let’s be specific. Pick a European city or any city in the world and tell me that there’s a prettier building than say Notre Dame before it was set fire to.
Lex Fridman
(02:07:28)
There’s other sources of prettiness and beauty.
Tucker Carlson
(02:07:30)
Purely in architecture. Of course. Trees are prettier than any building in my opinion. So I agree with you there.
Lex Fridman
(02:07:35)
Well, but also there could be, I grew up in the pre-internet age, but-
Tucker Carlson
(02:07:36)
Good.
Lex Fridman
(02:07:41)
Good. But if you grew up in the internet age, I think your eyes would be more open to beauty that’s digital. That is in a digital-
Tucker Carlson
(02:07:50)
I’m not discounting the possibility of digital beauty at all. And the Ted Kaczynski in me wants to, but that’s too close-minded. I agree. I’m completely willing to believe there is such a thing as digital beauty. I mean, I have digital pictures of my phone, of my dogs and kids. So I know that there is, but purely in the realm of architecture because it’s limited, and it is one of the pure expressions of human creativity. We need places to live and work and worship and eat. And so we build buildings and every civilization has, but the machine age, the industrial age seemed to have decreased the quality and the beauty in that one expression of human creativity, architecture. And why is that?
Lex Fridman
(02:08:35)
Well, I could also argue that I’m a big sucker for bridges and modern bridges can give older bridges a run for their money.
Tucker Carlson
(02:08:44)
I like bridges too. So I agree with you, sort of. But the Brooklyn Bridge… I don’t know that there’s any modern bridges that was built in late-
Lex Fridman
(02:08:54)
19th century.
Tucker Carlson
(02:08:56)
…19th century. Very much in the industrial age. But I’m just saying the great cathedrals of Europe-
Lex Fridman
(02:09:01)
Sure, yeah.
Tucker Carlson
(02:09:02)
Even the pyramids, whoever built them. It seems like it’s super obvious. I’m dealing on the autism level here, just like, well, why is that? But that’s a good way to start. If all of a sudden you have electricity and hydraulics and you have access to… I mean, I have machines in my wood shop at home that are so much more advanced than anything. Any cathedral builder in 15th century Europe had. And yet there’s neither I nor anyone I know could even begin to understand how a flying buttress was built. And so what is that?
Lex Fridman
(02:09:40)
And the other question is also consider that whatever is creating this technology is unstoppable.
Tucker Carlson
(02:09:47)
Well, there’s that.
Lex Fridman
(02:09:48)
And the question is how do you steer it then? You have to look in a realist way at the world and say that if you don’t, somebody else will. And you want to do it in a safe way. I mean, this is the Manhattan Project.
Tucker Carlson
(02:10:02)
Was the Manhattan Project a good idea, to create nuclear weapons? That’s an easy call. No.
Lex Fridman
(02:10:06)
For me, it’s an easy call in retrospect. In retrospect, yes. Because it seems like it stopped world wars. So the mutually assured destruction seems to have ended wars. Ended major military conflict.
Tucker Carlson
(02:10:19)
Well it’s been what, 80 years? Not even 80 years, 79. And so we haven’t had a world war in 79 years. But one nuclear exchange would of course kill more people than all wars in human history combined.
Lex Fridman
(02:10:37)
Your saying 79 makes it sound like you’re counting.
Tucker Carlson
(02:10:40)
I am counting. Because I think it obviously, it’s completely demonic and everyone pretends like it’s great. Nuclear weapons are evil.
Lex Fridman
(02:10:47)
Yeah, no, absolutely.
Tucker Carlson
(02:10:48)
The use of them is evil, and the technology itself is evil. And in my opinion, I mean, it’s like if you can’t, that’s just so obvious. And what I’m saying is I’m not against all technology. I took a shower this morning. It was powered by an electric pump, heated by a water heater. I loved it. I sat in an electric sauna. I’m not against all technology, obviously, but the mindless worship of technology?
Lex Fridman
(02:11:16)
Mindless worship of anything is pretty bad.
Tucker Carlson
(02:11:18)
But I’m just saying, so you said, let’s approach this from a realist perspective. Okay, let’s. If we think that there is a reasonable or even a potential chance it could happen, maybe on the margins, let’s assign it a 15% chance, that AI, for example, gets away from us, and we are now ruled by machines that may actually hate us. Who knows what they want. Why wouldn’t we use force to stop that from happening? So you’re walking down the street in midtown Manhattan, it’s midnight. You’ve had a few drinks, you’re coming from dinner, you’re walking back to your apartment. A guy, a very thuggish looking guy, young man, approaches you. He’s 50 feet away. He pulls out a handgun, he lifts it up to you. You also are armed.

(02:12:02)
Do you shoot him or do you wait to get shot? Because all the data, look, he hasn’t shot you. He’s not committed a crime other than carrying a weapon in New York City. But maybe he’s got a license. You don’t know. It could be legal, but he’s pointing a gun at you. Is it fair to kill him before he kills you, even though you can’t prove that he will kill you?
Lex Fridman
(02:12:22)
If I knew my skills with a gun because he already has the gun out.
Tucker Carlson
(02:12:26)
Right, but it turns out that you have some confidence in your ability to stop the threat by force. Are you justified in doing that?
Lex Fridman
(02:12:33)
I just like this picture. Am I wearing a cowboy hat? No.
Tucker Carlson
(02:12:36)
No. But you are wearing cowboy boots and they’re clicking on the cobblestones. Actually, you’re in the meat packing.
Lex Fridman
(02:12:40)
Okay, great. I like this picture. I’m just, I think about this a lot, no. Yeah, I understand your point. But also I think that metaphor falls apart if there’s other nations at play here. Same as with the nuclear bomb. If US doesn’t build it, will other nations build it? The Soviet Union build it. China or Nazi Germany.
Tucker Carlson
(02:13:08)
We faced this. I mean, we faced this and the last president to try and keep in a meaningful way nuclear proliferation under control was John F. Kennedy. And look what happened to him.
Lex Fridman
(02:13:20)
But what’s your suggestion? Was it inevitable?
Tucker Carlson
(02:13:24)
Well, hold on. Well, their position in 1962 was no, it’s absolutely not inevitable. Or perhaps it’s inevitable in the sense that our death is inevitable as human beings, but we fight against the dying of the light anyway, because that’s the right thing to do. No, we were willing to use force to prevent other countries from getting the bomb because we thought that would be really terrible. We acknowledged that while there were upsides to nuclear weapons, just like there are upsides to AI, the downside was terrifying in the hands of… I mean, that’s the thing that I kind of don’t get. It’s like the applications of that technology in the hands of people who mean to do harm and destroy. It’s so obviously terrifying.
Lex Fridman
(02:14:06)
It’s not so obvious to me. What I’m terrified about is probably similar thing that you’re terrified about, is using that technology to manipulate people’s minds. That’s much more reasonable to me as an expectation, a real threat that’s possible in the next few years.
Tucker Carlson
(02:14:21)
But what matters more than that?
Lex Fridman
(02:14:23)
Well, I think that could lead to destruction of human civilization through other humans, for example, starting nuclear wars.
Tucker Carlson
(02:14:30)
Yeah. Well, I mean, this is one of the reasons I wasn’t afraid in the Vladimir Putin interview. It’s all ending anyway. You know what I mean?
Lex Fridman
(02:14:39)
Yeah. Well-
Tucker Carlson
(02:14:39)
Might as well dance on the deck of the Titanic. Don’t be a pussy. Enjoy it.
Lex Fridman
(02:14:43)
I think we will forever fight against the dying of the light as the entirety of the civilization.
Tucker Carlson
(02:14:49)
Someone the other day said that Biden ascribed that to Churchill. That was a Churchill quote. That’s kind of what I’m saying. It’s like if you live in a society where people don’t read anymore, people are by definition much more ignorant, but they don’t know it. I do think the Wikipedia culture, and I think there are cool things about Wikipedia, certainly its ease of use is high and that’s great, but people get the sense that like, oh, I know a lot about this or that or the other thing. And it’s like the key to wisdom, again, the key to wise decision making is doing what you don’t know. And it’s just so important to be reminded of what a dummy you are and how ignorant you are all the time. That’s why I like having daughters. It’s like it’s never far from mind how flawed I am. And that’s important.
Lex Fridman
(02:15:39)
In the same way I hope to be a dad one day.
Tucker Carlson
(02:15:42)
You should have a ton of kids. Are you going to have a ton of pups?
Lex Fridman
(02:15:44)
Five… Oh pup, you mean kids?
Tucker Carlson
(02:15:46)
Children.
Lex Fridman
(02:15:47)
Yes. But also I’ve been thinking of getting a dog, but unrelated. I would love to have five or six kids. Yeah, for sure.
Tucker Carlson
(02:15:53)
Have you found a victim yet?
Lex Fridman
(02:15:57)
You make it sound so romantic, Tucker.
Tucker Carlson
(02:15:59)
I’m just joking. I love it. No, you should totally do that.
Lex Fridman
(02:16:03)
Yeah, 100%. But also in terms of being humble, I do jiu-jitsu. It’s a martial art where you get your ass kicked all the time.
Tucker Carlson
(02:16:10)
I love that.
Lex Fridman
(02:16:10)
It’s nice to get your ass kicked. Physical humbling is unlike anything else, I think, because we’re kind of monkeys at heart and just getting your ass kicked just really helpful.
Tucker Carlson
(02:16:20)
I agree. I’ve had it happen to me twice.
Lex Fridman
(02:16:23)
Twice is enough.
Tucker Carlson
(02:16:24)
It got me to quit drinking. I was good at starting fights. Not good at winning them, but no, I completely agree with that.

Trump

Lex Fridman
(02:16:31)
Let me ask you, you’ve been pretty close with Donald Trump. Your private texts about him around the 2020 election were made public in one of them. You said you passionately hate Trump. When that came out, you said that you actually no, you love him. So how do you explain the difference?
Tucker Carlson
(02:16:53)
My texts reflect a lot of things, including how I feel at the moment that I sent them. That specific text I happen to know since I had to go through it forensically during my deposition in a case I was not named in. I had nothing to do with whatsoever. It’s crazy how civil suits can be used to hurt people you disagree with politically. But I was mad at a very specific person. I mean, really I, you’re asking me, I’ll tell you exactly what that was. It was the second the election ended and they stopped voting, stopped the vote counting on election night. I was like, well, this is, and it’s all now mail-in ballots and electronic voting machines. I was like, that’s a rigged election. I thought that then, I think now. Now it’s obvious that it was. But at the time I was like, “I feel like that was crazy what just happened”.

(02:17:40)
I want, but I don’t want to go on TV and say that’s a rigged election because I don’t have any evidence it’s a rigged election. You can’t do that. It’s irresponsible and it’s wrong. So I was like, the Trump campaign was making all these claims about this or that fraud. So I was trying my best to substantiate them, to follow up on it. Everyone was like, “Shut up, Trump, you lost. Go away. We’re going to indict you.” But I felt like my job was to be like, no, the guy’s, he’s president, he’s claiming the election just got stolen and he’s making these claims. Let’s see if we can… Well, the people around him were so incompetent. It was just absolutely crazy. And so I called a couple of times, I finally give up, but I’d call and be like, “All right, you guys claim that these inconsistencies and this whatever, this happened, give me evidence and I’ll put it on TV.” It’s my job to bring stuff that is not going to be aired anywhere else to the public. It was insane how incompetent and unserious-
Lex Fridman
(02:18:37)
So they weren’t able to provide like-
Tucker Carlson
(02:18:39)
Here’s the point of the story and of that text. So then they come out and they say, well, dead people voted. Well, that’s just an easy call. If a dead person voted, we can prove someone’s dead. Because being dead is one of the few things we’re good at verifying because you start to smell and there’s a record of it. It’s called the death certificate. So it was like, give me the names of people who are dead who voted, and then we can get their registration and we can show they voted. Five names. So I go on TV and I say this Caroline Johnson, 79 of Waukegan, Illinois voted. Here’s her death certificate. She died. And the campaign sends me this stuff. Now in general, I don’t take stuff directly from campaigns.

(02:19:19)
Because they all lie, because their job is to get elected or whatever. So I’m very wary of campaigns having been around it for 30 years, but I made an exception to my rule and I got a bunch of stuff from them. Well, of the six names, two of them are still alive. What? I immediately corrected it the next night. CNN did a whole segment on how I was spreading disinformation, which I was by the way. In this one case, they were right. I was so mad. I was like, “I hate you. I’m not talking about you. I’m so mad.” Anyway, that’s the answer. That’s what that was.
Lex Fridman
(02:19:56)
Who were you texting to?
Tucker Carlson
(02:19:57)
My producer and I was venting. It’s like a producer I was really close to, and I’ve known him for a long time. He’s really smart. And he’s like, he was someone I could be honest with. And I was like, and by the way, it was so funny. I mean now I’m doing what was me, which I will keep to a minimum, but it’s like stealing someone’s texts? And by the way, I was an idiot. I should have said, “Come and arrest me. I’m not giving you my freaking text messages.”

(02:20:22)
But I got bullied into it by a lawyer… I didn’t get bullied into it. I was weak enough to agree with a lawyer. It was my fault. Never should have done that. “Fuck you. They’re my texts.” I’m not even named in this case. That’s what I should have said, but I didn’t. I said I was mad on the air the next day, but not in language that colorful, but whatever. I try to be transparent. I mean, I also think, by the way, if you watch someone over time, you don’t always know what they really think, but you can tell if someone’s lying. You can sort of feel it in people. And I have lied. I’m sure I’ll lie again. I don’t want to lie. I don’t think I’m a liar. I try not to be a liar. I don’t want to be a liar. I think it’s really important not to be a liar.
Lex Fridman
(02:21:12)
You said nice things about me earlier. I’m starting to question. I have questions. I have a lot of questions, Tucker.
Tucker Carlson
(02:21:18)
I hate Lex Fridman.
Lex Fridman
(02:21:20)
Yeah. I’m going to have to see your texts after this.
Tucker Carlson
(02:21:24)
My texts are so uninteresting now. It’s like crazy how uninteresting they are.
Lex Fridman
(02:21:28)
Emojis and gifs.
Tucker Carlson
(02:21:29)
Yeah, lots of dog pictures.
Lex Fridman
(02:21:30)
Nice. You said some degree the election was rigged. Was it stolen?
Tucker Carlson
(02:21:37)
It was a hundred percent stolen. Are you joking?
Lex Fridman
(02:21:40)
It was rigged to that large of a degree?
Tucker Carlson
(02:21:42)
Yeah. They completely change the way people vote right before the election on the basis of COVID, which had nothing to do with-
Lex Fridman
(02:21:49)
So in that way it was rigged, meaning manipulated.
Tucker Carlson
(02:21:52)
One hundred percent. Then you censor the information people are allowed to get, anyone who complains about COVID… Which is like, by the way, it might’ve hurt Trump. But I mean it’s like whatever. I mean you could play it many different ways. You can’t have censorship in a democracy by definition. Here’s how it works. The people rule. They vote for representatives to carry their agenda to the capitol city and get it enacted. That’s how they’re in charge. And then every few years they get to reassess the performance of those people in an election. In order to do that, they need access, unfettered access to information. And no one, particularly not people who are already in power, is allowed to tell them what information they can have.

(02:22:36)
They have to have all information that they want, whether the people in charge want it or don’t want it or think it’s true or think it’s false, it doesn’t matter. And the second you don’t have that, you don’t have a democracy. It’s not a free election, period. And that’s very clear in other countries, I guess. But it’s not clear here. But I would say it’s this election that… It took me a while to come to this, but it’s this election that’s the referendum on democracy. Biden is senile. He’s literally senile. He can’t talk, he can’t walk. The whole world knows that, leave our borders. Everybody in the world knows it.

(02:23:19)
A senile man is not going to get elected in the most powerful country in the world unless there’s fraud, period. Who would vote for a senile man? He literally can’t talk. And nobody I’ve ever met thinks he’s running the US government because he’s not. And so I think the world is looking on at this coming election and saying… And a lot of the world hates Trump. Okay, it’s not an endorsement of Trump, but it’s just true. If Joe Biden gets reelected, democracy is a freaking joke. That’s just true.
Lex Fridman
(02:23:52)
I think half the country doesn’t think he’s senile, just thinks-
Tucker Carlson
(02:23:52)
Do you really think that?
Lex Fridman
(02:23:56)
…He’s speaking-
Tucker Carlson
(02:23:59)
They don’t think he’s senile?
Lex Fridman
(02:24:00)
Yeah, I think he just has difficulty speaking. It’s like-
Tucker Carlson
(02:24:06)
Why do they think he has difficulty speaking?
Lex Fridman
(02:24:09)
…Gradual degradation. Just getting old. So cognitive ability is degrading.
Tucker Carlson
(02:24:12)
What’s the difference between degraded cognitive ability and senility?
Lex Fridman
(02:24:17)
Well, senility has a threshold of is beyond a threshold to where he could be a functioning leader.
Tucker Carlson
(02:24:23)
That may be a term of art that I don’t fully understand and maybe there’s an IQ threshold or something, but I’m happy to go with degraded cognitive ability.
Lex Fridman
(02:24:32)
Sure. But that’s an age thing.
Tucker Carlson
(02:24:33)
But he’s the leader of the United States with the world’s second-largest nuclear arsenal.
Lex Fridman
(02:24:37)
Yeah, I’m with you. I’m a sucker for great speeches and for speaking abilities of leaders. And Biden with two wars going on and potentially more, the importance of a leader to speak eloquently, both privately in a room with other leaders and publicly is really important.
Tucker Carlson
(02:24:54)
I agree with you that rhetorical ability really matters. Convincing people that your program is right, telling them what we’re for, national identity, national unity, all come from words. I agree with all of that. But at this stage, even someone who grunted at the microphone would be more reassuring than a guy who clearly doesn’t know where he is. And I think everyone knows that. And I can’t imagine there’s an honest person in Washington, which is going to vote for Biden by 90% obviously because they’re all dependent on the federal government for their income. But is there any person who could say, out of 350 million Americans that’s the most qualified to lead, or even in the top 80%, like what? That’s so embarrassing that that guy is our president. And with wars going on, it’s scary.
Lex Fridman
(02:25:40)
But it’s complicated to understand why those are the choices we have.
Tucker Carlson
(02:25:46)
I agree. Well, it’s a failure of the system. Clearly it’s not working. If you’ve got one guy over 80, the other guy almost at 80… People that age he should not be running anything.
Lex Fridman
(02:25:56)
You have on the Democratic side, you have Dean Phillips, you have RFK Jr until recently, I guess he’s independent. And then you have Vivek who are all younger people. Why did they not connect to a degree to where the people vote?
Tucker Carlson
(02:26:11)
It’s such an interesting, I mean, I think it’s a really interesting question. There are a million different answers. And of course I don’t fully understand it even though I feel like I’ve watched it pretty carefully. But I would say the bottom line is there’s so much money vested in the federal apparatus, in the parties, in the government. As I said a minute ago, our economy’s dominated by monopolies but the greatest of all monopolies is the federal monopoly which oversees and controls all the other monopolies.

(02:26:43)
So it’s really substantially about the money. It’s not ideological. It’s about the money. And if someone controls the federal government, I mean at this point, it’s the most powerful organization in human history. It’s kind of hard to fight that. And in the case of Trump, I know the answer there. They raided Mar-a-Lago. They indicted him on bullshit charges. And I felt that in myself too. Even I was like, come on, come on. Whatever you think of Trump… And I agreed with his immigration views and I really like Trump personally. I think he’s hilarious and interesting, which he is. But it’s like, okay, there are a lot of people in this country.

(02:27:21)
At the very least, let’s have a real debate. The second… Messed up your cameras there, sorry, I’m getting excited. But the second they rated Mar-a-Lago on a documents charge, as someone from DC I was like, I know a lot about classification and all this stuff and been around it a lot. That’s so absurd that I was like, now it’s not about Trump, it’s about our system continuing. If you can take out a presidential candidate on a fake charge, use the justice system to take the guy out of the race, then we don’t have a representative democracy anymore. And I think a lot of Republican voters felt that way. If they hadn’t indicted him, I’m not sure he would be the nominee. I really don’t think he would be.
Lex Fridman
(02:28:06)
So now a vote for Trump is a kind of fuck you to the system.
Tucker Carlson
(02:28:09)
Or an expression of your desire to keep the system that we had, which is one where voters get to decide. Prosecutors don’t get to decide. Look, they told us for four years that Trump was a super criminal or something. I’ve actually been friends with some super criminals. I’m a little less judgy than most. So I didn’t discount the possibility that he had… I don’t know. He’s in the real estate business in New York in the seventies. Did he kill someone? I don’t know.
Lex Fridman
(02:28:34)
Yeah.
Tucker Carlson
(02:28:35)
No, I’m not joking. And I’m not for killing people, but anything’s possible.
Lex Fridman
(02:28:39)
It’s good that you took a stand on that.
Tucker Carlson
(02:28:42)
No, I’m not joking. I was like, well, who knows?
Lex Fridman
(02:28:45)
Real estate.
Tucker Carlson
(02:28:46)
And I didn’t know. And what they came up with was a documents charge. Are you joking? And then the sitting president has the same documents violation, but he’s fine. It’s like, it’s just crazy this is happening in front of all of us. And then it becomes… At that point, it’s not about Joe Biden, it’s not about Donald Trump. It’s about preserving a system which has worked not perfectly, but pretty freaking well for 250 years. I know you don’t like Trump. I get it. Let’s not destroy that system. We can handle another four years of Trump. I think we can. Let’s all calm down. What we can’t handle is a country whose political system is run by the Justice Department. That is just, you’re freaking Ecuador at that point. No.
Lex Fridman
(02:29:28)
So speaking of the Justice Department, CIA and intelligence agencies of that nature, which… You’ve been traveling quite a bit, probably tracked by everybody. Which is the most powerful intelligence agency, do you think? CIA, Mossad, MI6, SVR? I could keep going. The Chinese.
Tucker Carlson
(02:29:56)
It depends what you mean by powerful. Which one bats above its weight? We know. Which one-
Lex Fridman
(02:30:06)
Mossad, just to be clear, I guess is what you’re talking about.
Tucker Carlson
(02:30:08)
Well of course. Tiny country, very sophisticated intel service. Which one has the greatest global reach in comms? Which one is most able to read your texts? I assume the NSA, but Chinese are clearly pretty good. Israelis pretty good. The French actually are surprisingly good for kind of a declining country. Their intel services seem pretty impressive. No, I love France, but you know what I mean and all that. But the question… I grew up around all that stuff, that’s all totally fine. A strong country should have a strong and capable intel service so its policymakers can make informed decisions. That’s what they’re for. And so as Vladimir Putin himself noted, I don’t talk about it very much, but it’s true. I applied to the CIA when I was in college because I was familiar with it because of where I lived and had grown up and everything. And I was like, seemed interesting.

(02:30:59)
That’s honestly the only reason. I was like, live in foreign countries, see history happen. I’m for that. I applied to the Operations Directorate. They turned me down on the basis of drug use actually. True. But anyway, whatever. I was unsuited for it so I’m glad they turned me down. But the point is I didn’t see CIA as a threat, partly because I was bathing in propaganda about CIA and I didn’t really understand what it was and didn’t want to know. But second, because my impression at the time was it was outwardly focused. It was focused on our enemies. I don’t have a problem with that as much. The fact that CIA is playing in domestic politics and actually has for a long time, was involved in the Kennedy assassination, that’s not speculation. That’s a fact. And I confirmed that from someone who had read their documents that are still not public, it’s shocking.

(02:31:48)
You can’t have that. And the reason I’m so mad is I really believe in the idea of representative government. Acknowledging its imperfections, but I should have some say, I live here, I’m a citizen. I pay all your freaking taxes. So the fact that they would be tampering with American democracy is so outrageous to me. And I don’t know why Morning Joe is not outraged. This parade of dummies, highly credentialed dummies they have on Morning Joe every day. That doesn’t bother them at all. How could that not bother you? Why is only Glenn Greenwald mad about it? I mean, it’s confirmed. It’s not like a fever dream. It’s real. They played in the last election domestically, and I guess it shows how dumb I am because they’ve been doing that for many years. I mean, the guy who took out Mosaddegh lived on my street. One of the Roosevelts, CIA officer.

(02:32:42)
So I mean, again, I grew up around this stuff, but I never really thought… I never reached the obvious conclusion, which is that if the US government subverts democracy in other countries in the name of democracy, it will over time subvert democracy in my country. Why wouldn’t it? That is, the corruption is like core. It’s at the root of it. The purpose of the CIA was envisioned, at least publicly envisioned, as an intel gathering apparatus for the executive so the president could make wise foreign policy decisions. What the hell is happening in Country X? I don’t know. Let me call the agency in charge of finding out. The point wasn’t to freaking guarantee the outcome of elections.

Israel-Palestine

Lex Fridman
(02:33:27)
I’m doing an Israel Palestine debate next week, but I have to ask you just your thoughts, maybe even from a US perspective, what do you think about Hamas attacks on Israel? What would be the right thing for Israel to do and what’s the right thing for us to do in this? If you’re looking at the geopolitics of it.
Tucker Carlson
(02:33:46)
I mean, it’s not a topic that I get into a lot because I’m a non-expert and because I’m not… Unlike every other American, I’m not emotionally invested in other countries just in general. I mean, I admire them or not, and I love visiting them. I love Jerusalem, probably my favorite city in the world, but I don’t have an emotional attachment to it. So maybe I’ve got more clarity. I don’t know, maybe less. Here’s my view. I believe in sovereignty as mentioned, and I think each country has to make decisions based on its own interest, but also with reference to its own capabilities and its own long-term interest.

(02:34:26)
And it’s very unwise for… I’m not a huge fan of treaties. Some are fine, too many bad. But I think US aid, military aid to Israel and the implied security guarantees, some explicit, but many implied, security guarantees of the United States to Israel probably haven’t helped Israel that much long-term. It’s a rich country with a highly capable population. Like every other country, it’s probably best if it makes its decisions based on what it can do by itself. So I would definitely be concerned if I lived in Israel because I think fair or unfair-
Tucker Carlson
(02:35:00)
Concerned if I lived in Israel because I think, fair or unfair, and really this is another product of technology, social media, public sentiment in that area is boiling over. I think it’s going to be hard for some of the governments in the region, Jordan, Egypt, Turkey, to contain their own population. They don’t want conflict with Israel at all. They were all pretty psyched actually for the trend in progress, the Saudi peace deal, which was never signed, but would’ve been great for everybody. Because trade peace, normal relations, that’s good, okay? Let’s just say. I know John Bolton doesn’t like it, but it’s good it, and it’s kind of what we should be looking for.

(02:35:39)
But now it’s not possible. If you had a coalition of countries against Israel, I know Israel has nuclear weapons and has a capable military and all that and the backing of the United States, but it’s a small country, I think I’d be very worried. So there’s that. I don’t see any advantage to the United States. I mean, I think it’s important for each country to make its own decisions.
Lex Fridman
(02:36:09)
But it also is a place, like you said, where things are boiling over and it could spread across multiple nations into a major military conflict.
Tucker Carlson
(02:36:18)
Yeah. Well, I think it very easily could happen. In fact, probably right after Ramadan, if I had to guess. I pray it doesn’t. But again, I don’t think you can overstate the lack of wisdom, weakness, short-term thinking of American foreign policy leadership. These are the architects of the Iraq War, of the totally pointless destruction of Libya, totally pointless destruction of Syria, and the 20-year occupation of Afghanistan that resulted in a return to the status quo, of the Vietnam War. Their track record of the Korean war even going back 80 years is uninterrupted failures, one after the other.

(02:36:59)
So I just don’t have any confidence in those leaders to… When was the last time they improved another country? Can you think of that? Oh, the Marshall Plan. Well, you look at Europe now and you’re like, “I don’t know if that worked.” But even if it did work, again 80 years ago. So when was the last country American foreign policy makers improved? Netanyahu’s in a very difficult place, politically impossible. I mean, I’m glad I’m not Netanyahu, and I’m not sure he’s capable of making wise long-term decisions anyway. But if I was just an Israeli, I’d be like, “I don’t know if I want all this help and guidance.”

(02:37:45)
So yeah, I actually think it’s worse than just having just returned from the Middle East and talking to a lot of pretty open-minded sort of pro-Israeli Arabs who want stability above all. The merchant class always wants stability. So I’m on their side, I guess. They’re like, “Man, this could get super ugly super fast.” American leadership is completely absent. It’s just all posturing. People like Nikki Haley, you just wonder how does an advanced civilization promote someone like Nikki Haley to a position of authority? It’s like what? Adults are talking. Adults are talking. Nikki Haley, please go away.

(02:38:25)
That would be the appropriate response. But everyone’s so intimidated to be like, “Oh, she’s a strong woman.” She’s so transparently weak and sort of ridiculous and doesn’t know anything, and it’s just thinks that jumping up and down and making these absurd blanket statements, repeating bumper stickers just like leadership or something. It’s like a self-confident advanced society would never allow Nikki Haley to advance. I mean, she’s really not impressive. Sorry.
Lex Fridman
(02:38:53)
I just feel like you hold back too much and don’t tell us what you really think.
Tucker Carlson
(02:38:58)
Sorry.
Lex Fridman
(02:38:59)
I think you just speak your mind more often.
Tucker Carlson
(02:39:02)
I mean, you can completely disagree with my opinions, but in the case of Nikki Haley, it’s not like an opinion formed just from watching television, which I don’t watch. It’s an opinion formed from knowing Nikki Haley, so.
Lex Fridman
(02:39:14)
Strong words from Tucker, well felt too.
Tucker Carlson
(02:39:18)
Well, the world’s in the balance. I mean, it’s not just like-
Lex Fridman
(02:39:20)
Yes, yes. This is important stuff.
Tucker Carlson
(02:39:21)
Yeah, it’s not just like, well, what should the capital gains rate be? It’s like, do we live or die? I don’t know. Let’s consult Nikki Haley. So if you’re asking should we live or die and consulting Nikki Haley, clearly you don’t care about the lives of your children. That’s how I feel.

Xi Jinping

Lex Fridman
(02:39:37)
Not to try to get a preview or anything, but do you have interest of interviewing Xi Jinping? If you do, how will you approach that?
Tucker Carlson
(02:39:47)
I have enormous interest in doing that, enormous, and a couple other people and we’re working on it.
Lex Fridman
(02:39:53)
Yeah. I should also say, it’s been refreshing you interviewing world leaders. I think when I’ve started seeing you do that, it made me realize how much that’s lacking.
Tucker Carlson
(02:40:06)
Well, yeah, it’s just interesting. I mean-
Lex Fridman
(02:40:07)
From even a historical perspective, it’s interesting. But it’s also important from a geopolitics perspective.
Tucker Carlson
(02:40:13)
Well, it’s really changed my perspective and I’ve been going on about how American I am, and I think that’s a great thing. I love America. But it’s also we’re so physically geographically isolated from the world, even though I traveled a ton as a kid, a lot, more than most people. But even now I’m like, “I’m so parochial.” I see everything through this lens and getting out and seeing the rest of the world to which we really are connected, that’s real, is vitally important. So yeah. I mean, at this stage I don’t kind of need to do it, but I really want to, just motivated by curiosity and trying to expand my own mind and not be closed-minded and see the fullest perspective I possibly can in order to render wise judgments. I mean, that’s like the whole journey of life.
Lex Fridman
(02:41:06)
I was just hanging out with Rogan yesterday, Joe Rogan. I mentioned to him that as me being a fan of his show, that I would love for him to talk with you and he said he’s up for it. Any reason you guys haven’t done it already.
Tucker Carlson
(02:41:22)
I don’t know. I’ve only met Rogan once and I liked him. I met him at the UFC in New York. He was with somebody, a mutual friend of ours. Rogan changed media. I mean, maybe more than anybody. What I admire about Rogan without knowing him beyond meeting him that one time, I mean, I’m still in media, but I’ve always been in media. It’s not a great surprise. I’m doing what I’ve always done just a different format. But Rogan, he’s got one of those resumes that I admire. I like the guy who was like, “I was a longshoreman. I was a short order cook. I was an astrophysicist.” You know what I mean? You use to call it a man of parts. This guy was a fighter, a stand up comic. He hosted some Fear Factor. How did he wind up at the vanguard of the deepest conversations in the country? How did that happen? So I definitely respect that and I think it’s cool. Rogan is one of those people who just came out of nowhere. No one helped him. You know what I mean?
Lex Fridman
(02:42:31)
He was doing the thing that he loves doing and it somehow keeps accidentally being exceptionally successful.
Tucker Carlson
(02:42:36)
Yeah, and he’s curious. So that’s the main thing. There was a guy, without getting boring, but there was a guy I worked with years ago who kind of dominated cable news, Larry King. Everyone would always beat up on Larry King for being dumb. Well, I got to know Larry King well, and I was his fill in host for a while, and Larry King was just intensely curious. He’d be like, “Why do you wear a black tie, Lex?” You’d be like, “Because I like black tie.” “Why do you like a black tie? Everyone else wears a striped tie, but you wear a black one.” He was really interested.
Lex Fridman
(02:43:01)
Yeah, genuinely so, yeah.
Tucker Carlson
(02:43:02)
Totally. I want to be like that. I don’t want to think I know everything. That’s so boorish and also false. You don’t know everything. But I see that in Rogan. Rogan’s like, “How does that work?”
Lex Fridman
(02:43:15)
100%.
Tucker Carlson
(02:43:16)
It’s so funny how that’s threatening to people. It’s like Rogan will just sit there while someone else is free balling on some far out topic, which by the way might be true, probably truer than the conventional explanation. People are like, “I don’t know, how can he stand that?” He had someone say, “The pyramids weren’t built 3,000 years ago, but 8,000 years ago, and that’s wrong.” It’s like, first of all, how do you know when the pyramids were built? Second, why do you care if someone disagrees with you? What is that?

(02:43:44)
This weird kind of group think, it’s almost like fourth grade, there’s always some little girl in the front row who’s like acting as kind of the teacher’s enforcer. Whip around and be like, “Sit down. Didn’t you hear Mrs. Johnson said sit down.” It’s like the whole American media, “How dare you ask that question?” Rogan just seems like completely on his own trip. He doesn’t even hear it. He’s like, “Well, really where the pyramids built?” I was like, “Oh, I love that.”
Lex Fridman
(02:44:15)
Yeah, curiosity, open-mindedness.
Tucker Carlson
(02:44:17)
Yes.
Lex Fridman
(02:44:17)
The thing I admire about him most, honestly, is that he’s a good father. He’s a good husband. He’s a good family man for many years. That’s his place where he escapes from the world too and it’s just beautiful.
Tucker Carlson
(02:44:31)
Without that man, you’re destroyed.
Lex Fridman
(02:44:33)
Yeah.
Tucker Carlson
(02:44:34)
If I had a wife who was interested at all in any way in what I did, I think I would’ve gone crazy by now. When we get home, she’s like, “How was your day?” “It was great.” “Oh, I’m so proud of you.” That’s the end of our conversation about what I do for a living. That is such a wonderful and essential respite from, you said how do I not become an asshole to the extent I haven’t, I kind of have. How have I not been transformed into a totally insufferable megalomaniac who is checking his Twitter replies every day or every minute? It’s that. Yeah. The core of your life has to be solid and enduring and not just ephemeral and silly.
Lex Fridman
(02:45:14)
So the two of you have known each other for what, 40 years?
Tucker Carlson
(02:45:17)
We’ve been together 40 years.
Lex Fridman
(02:45:19)
Together 40 years.
Tucker Carlson
(02:45:20)
40 years, yeah, 1984. Was the hottest 15-year old in Newport, Rhode Island.
Lex Fridman
(02:45:25)
Wow.
Tucker Carlson
(02:45:26)
It sounds dirty, but I’m talking about myself, I was the hottest.
Lex Fridman
(02:45:29)
[inaudible 02:45:29]. Yeah. You were just looking in the mirror.
Tucker Carlson
(02:45:32)
Yeah.
Lex Fridman
(02:45:32)
Very nice. So what’s the secret to successful relationship, successful marriage?
Tucker Carlson
(02:45:38)
I don’t even know. I mean, no, I’m serious. I got married in August ’91, so that’s our 30 year of being married.
Lex Fridman
(02:45:48)
The collapse of the Soviet Union.
Tucker Carlson
(02:45:49)
Yeah, yeah, yeah. As noted. Yeah. So you hear these people, it’s actually changed my theology a little bit. Not that I have deep theology, but I grew up in a society in Southern California when I was little. That was a totally self-created society. I mean, Southern California was that root of libertarianism for a reason. It was like that’s where you went to recreate yourself. So the operative assumption there is that you are the sum total of your choices and that free will is everything. We never consider questions like, well, why do children get cancer? What do they do to deserve it? Well, of course nothing, right? Because that would suggest that maybe you’re not the sum total.

(02:46:31)
Your choices matter. If I smoke a lot, I get lung cancer. If I use fentanyl, I may OD. Got it. If I don’t exercise, I might get fat, okay. But on a bigger scale, you’re not only the sum total of your choices. Things happen to you that you didn’t deserve, good and bad. Marriages, and I’ll speak for myself, in my case, just one of them. I mean, clearly spending time with the person you’re married to, talking, enjoying each other. I have a lot of rituals. We have a lot of rituals that ensure that. But in 40 years, you’re like a different person.

(02:47:09)
I did drugs. I was drinking all the time when we met. It’s been a long time since I’ve done that. I’m very different and so is she, but we’re different in ways that are complementary and happy. We’ve never been happier. So how do we pull that off? Just kind of good luck, honestly. Then I see other people… No, I’m not kidding. But that’s true. I think it’s so important not to flatter yourself if you’ve been successful at something. The thing I’ve been most successful at is marriage, but it’s not really me. I mean, I haven’t-
Lex Fridman
(02:47:41)
So I think what you’re indirectly communicating is it’s like humility, I think.
Tucker Carlson
(02:47:45)
It’s not even humility. Humility is the result of a reality-based worldview, okay?
Lex Fridman
(02:47:49)
Sure, right.
Tucker Carlson
(02:47:50)
Once you see things clearly, then you know that you are not the author of all your successes or failures. I hate the implication otherwise because it suggests powers that people don’t have. It’s one of the reasons I always hated the smoking debate or the COVID debate. Someone die of COVID, didn’t have the vaccine. They’d be like, “See, that’s what you get.” You smoke cigarettes, you die. Well, yeah, if you smoke cigarettes, you’re more likely to get lung cancer. Whatever. Cause and effect is real. I’m not denying its existence. It’s obvious, but it’s not the whole story. There are larger forces acting on us, unseen forces. That’s just a fact. You don’t need to be some kind of religious nut and they act on AI too and you should keep that in mind. The idea that all-
Tucker Carlson
(02:48:36)
It’s missing why you said that.
Tucker Carlson
(02:48:37)
No, it’s true. It’s demonstrably true. We’re the only society that hasn’t acknowledged the truth of that. The idea that the only things that are real are the things that we can see or measure in a lab. That’s insane. That’s just dumb.
Lex Fridman
(02:48:51)
In the religious context, you have this two categories that I really like of the two kinds of people, people who believe they’re God and people who know they’re not, which is a really interesting division that speaks to humility and a kind of realist worldview of where we are in the world.
Tucker Carlson
(02:49:12)
Oh.
Lex Fridman
(02:49:14)
Can atheists be in the latter category?
Tucker Carlson
(02:49:18)
No. There are very few atheists. I’ve never actually met one. There are people who pose as atheists, but no one’s purely rational. Everyone, I mean, this is a cliche for a reason, everyone under extreme stress appeals to a power higher than himself because everyone knows that there is a power higher than himself. So really it’s just people who are gripped with a delusion that they’re God. No one actually believes that. If you’re God, jump off the roof of your garage and see what happens. You know what I mean? No one actually thinks that, but people behave as if it’s true, and those people are dangerous. I will say by contrast, the only people I trust are the people who know their limits.

(02:49:59)
I was thinking actually this morning in my sauna, of all the people I’ve interviewed or met, this is someone I’ve never interviewed, but I have talked to him a couple of times, the greatest leader I’ve ever met in the world is literally a king. It’s MB Sheikh Mohammed of Abu Dhabi, who is Muslim. I’m definitely not Muslim. I’m Christian, Protestant Christian. So I don’t agree with his religion and I don’t agree with monarchies, but he’s the best leader in the world that I’ve ever met, and by far, it’s not even close. Why is that? Well, I could bore you for an hour on the subject, but the reason that he’s such a good leader is because he’s guided by an ever-present knowledge of his limitations and of the limits of his power and of his foresight.

(02:50:53)
When you start there, when you start with reality, it’s not even humility. Humility can be a pose like, “Oh, I’m so humble.” Okay, humble brag is a phrase for a reason. It’s like way deeper than that’s just like, no, do I have magical powers? Can I see the future? No. Okay. That’s just a fact. So I’m not God, but I’ve never seen anybody more at ease with admitting that than MBZ, just a remarkable person. For that reason, he is treated as an oracle. I don’t think people understand the number of world leaders who traipse through his house or palace to seek his counsel. I’m not sure that there is a parallel since, I don’t want to get too hyperbolic here, but honestly, since Solomon, where people come from around the world to ask what he thinks.

(02:51:46)
Now, why would they be doing that? Because Abu Dhabi’s military is so powerful? I mean, he’s rich, okay, massive oil and gas deposits, but so is Canada. You know what I mean? No one is coming to Ottawa to ask Justin Trudeau what he thinks. No, it’s humility. That’s where wisdom comes from. You start to think, I spent my whole life mad at America’s leadership class, because it’s not just Biden or the people in official positions, it’s the whole constellation of advisors and throne sniffers around them. It’s not even that I disagree with them. It’s I’m not impressed by them. I’m just not impressed. They’re not that capable, right? So that’s what I was saying about Nikki Haley. I don’t think Nikki Haley’s the most evil person in the world. I just think she’s ridiculous, obviously. Everyone’s like, “Oh, Nikki Haley or Mike Pompeo.” What?
Lex Fridman
(02:52:40)
Great leaders are so rare that when you see one, you know it right away.
Tucker Carlson
(02:52:44)
It blows your mind. What blows my mind about Sheikh Mohammed in Abu Dhabi is that everyone in the world knows it. I’ve never seen a story on this, and I’m not guessing, I know this is true because I’ve seen it. Everyone in the world knows it. So if there’s a conflict, he’s the only person that people call. Everybody calls the same guy. It’s like he runs this tiny little country, the UAE, in Abu Dhabi there are a bunch of Emirates, but he’s the president of the country, but still, and it’s got a ton of energy and all that wealth and all that. Dubai’s got great real estate and restaurants, but really it’s a tiny little country that wasn’t even a country 50 years ago. So how did that happen? Purely on the basis of his humility and the wisdom that results from that humility. That’s it.

Advice for young people

Lex Fridman
(02:53:34)
What advice would you give to young people? You got four, you somehow made them into great human beings. What advice would you give people in high school?
Tucker Carlson
(02:53:43)
Have children immediately.
Lex Fridman
(02:53:45)
Oh that.
Tucker Carlson
(02:53:45)
Including in high school? Yes, I think that. That’s all that matters in the end. Again, these aren’t even cliches anymore because no one says them. But when I was a kid, people always say, “On your deathbed, you never wish you’d spent more time at work.” I mean, everyone said that. It was like one of these things. Now, I don’t think Google allows you to say that. It’s like, “No, you’re going to wish you spent more time at work. Get back to your cube.” But I can’t overstate from my vantage how true that is. Nothing else matters but your family.

(02:54:20)
If you have the opportunity, and a lot of people are being denied the opportunity to have children, and this messing with the gender roles, and I’m not even talking about the tranny stuff, I mean, feminism has so destroyed people’s brains and the ability of young people to connect with each other and stay together and have fruitful lives. It’s like nothing’s been more destructive than that. It’s such a lie. It’s so dumb. It’s counter to human nature, and nothing counter to human nature can endure. It can only cause suffering and that’s what it’s done. But fight that. Stop complaining about it. Find someone.

(02:54:54)
By the way, everyone gets together, or most people get together on the basis, in a Western society where there’s no arranged marriages, they get together on a basis of sexual attraction. Totally natural. Get off your birth control and have children. “Oh, I can’t afford that.” Well, yeah, you’ll figure out a way to afford it once you have kids. It’s like it’s chicken in the egg, but it’s actually not. When you have responsibility, when you have no… This is true of men, I’m not sure if true of women, but it’s definitely true of men, you will not achieve until you have no choice. Because I always think of men, men do nothing until they have to, but once they have to, they will do anything. That is true.

(02:55:32)
Men will do nothing unless they have to. But once they have to, they will do anything. I really believe that from watching and from being one. I would never have done anything if I didn’t have to, but I had to and I would just recommend it. By the way, even if you don’t succeed, even if you’re poor, having spent my life among rich people, I grew up among rich people, I am a rich person. Boy, are they unhappy? Well, that’s clearly not the road to happiness. You don’t want to be a debt slave or starved to death or anything like that, but making a billion dollars, that’s not worth doing. Don’t do that. Don’t even try to do that.

(02:56:03)
If you create something that’s beautiful and worth having and you make a billion dollars, okay, then you have to deal with your billion dollars, which will be the worst part of your life, trust me. But seeking money for its own sake is a dead end. What you should seek for its own sake is children. Talk about a creative act. Last thing I’ll say, the whole point of life is to create, okay? The act of creation, which is dying in the West, in the arts and in its most pure expression, which is children, that’s all that’s worth doing while you’re alive is creating something beautiful. Creating children, by the way, it’s super fun. It’s not hard. I can get more technical off the earth if you want.
Lex Fridman
(02:56:42)
Can you? Yeah, please.
Tucker Carlson
(02:56:43)
I have a lot of thoughts on it.
Lex Fridman
(02:56:44)
Do you have documents or something?
Tucker Carlson
(02:56:45)
No, I can draw you a schematic.
Lex Fridman
(02:56:48)
Oh, thank you.
Tucker Carlson
(02:56:49)
But yeah, that’s the greatest thing. The fact that corporate America denies, “Oh, freeze your eggs. Have an abortion.” What? You’re evil. Are you kidding? Because you’re taking from people the only thing that can possibly give them enduring joy. They are successfully taking it from people, and I hate them for it.
Lex Fridman
(02:57:08)
You founded TCN, Tucker Carlson Network.
Tucker Carlson
(02:57:11)
Yeah.
Lex Fridman
(02:57:11)
What’s your vision for it?
Tucker Carlson
(02:57:12)
I have no vision for myself, for my career, and I never have. So I’m the last person to explain.
Lex Fridman
(02:57:19)
You just roll with it.
Tucker Carlson
(02:57:19)
Yeah, I’m an instinct guy, 100%. I have a vision for the world, but I don’t have a vision for my life, for my career. So really my vision extended precisely this far, I just want to keep doing what I’m doing. I just want to keep doing what I’m doing. There was a five hour period where I wondered if I would be able to, because I feel pretty spry and alert, and I’m certainly deeply enjoying what I’m doing, which is talking to people and saying what I think and learning, constantly learning. But I just wanted to keep doing that and I also wanted to employ the people who I worked with at Fox. I’ve worked with the same people for years, and I love them. So I had all these people and I wanted to bring them with me so we had to build a structure for that.
Lex Fridman
(02:58:06)
But this feels like one of the first times you’re really working for yourself. There’s an extra level of freedom here.
Tucker Carlson
(02:58:12)
Totally, totally. You don’t want me doing your taxes. I’m good at some things, but I’m really not good at others, so. One of them would be running a business. No idea. I’m not interested, not a commerce guy, so I don’t buy anything. So it’s like the whole thing I’m not good at. But luckily, I’m really blessed to have friends who are involved in this who are good at that. So I feel positive about it, but mostly I am totally committed to only doing the things that I am good at and enjoy and not doing anything else because I don’t want to waste my time. So I’m just getting to do what I want to do and I’m really loving it.

Hope for the future

Lex Fridman
(02:58:53)
What hope, positive hope do you have for the future of human civilization in say 50 years, 100 years, 200 years?
Tucker Carlson
(02:59:01)
People are great just by their nature. I mean, they’re super complicated, but I like people. I always have liked people. If I was sitting here with Nikki Haley, who I guess I’ve been pretty clear I’m not a mega fan of Nikki Haley’s, I would enjoy it. I’ve never met anybody I couldn’t enjoy on some level given enough time. So as long as nobody tampers with the human recipe, the human nature itself, I will always feel blessed by being around other people. That’s true around the world. I’ve never been to a country, and I’ve been to scores of countries, where I didn’t, given a week, really like it and the people. So yeah, bad leaders are a recurring theme in human history. They’re mostly bad, and we’ve got an unusually bad set right now, but we’ll have better ones at some point. One thing I don’t like more than nuclear weapons and more than AI, the one thing that really, really bothers me is the idea of using technology to change the human brain permanently. Because you’re tampering with the secret sauce. You’re tampering with God’s creation, and totally evil. I mean, I literally sat there the other day with Klaus Schwab. I was with Klaus Schwab. He was like a total moron, like 100 years old and has no idea what’s going on in the world. But he’s one of these guys who, speaking of mediocre, everyone’s so afraid of Klaus Schwab, I don’t think Klaus Schwab is going to be organizing anything. Again, he’s just like a total figurehead, like a douchebag.

(03:00:40)
But anyway, but he was talking and he’s reading all these talking points, all the cool kids are talking about Adapos and whatever, and he starts talking about it in his way, his accent, he was saying, “I think it’s so important that we follow an ethical way, always in an ethical way, of course, very ethical. I’m a very ethical man, that we follow using technology to improve the human mind and implant the chips in the brain.” I’m like, “Okay, you have no idea what you’re talking about. You’re as senile as Joe Biden.” But what was so striking is that no one in the room is like, “Wait, what? You’re with people’s brains. Oh my God. What are you even talking about? Who do you think you are?”
Lex Fridman
(03:01:26)
I mean, you’re right, the secret sauce. The human mind is really special. We should not mess with it.
Tucker Carlson
(03:01:26)
It’s all that matters, dude.
Lex Fridman
(03:01:32)
We should be very careful. Whatever special thing it does, it seems like it’s a good thing. Human beings are fundamentally good. These sources of creativity, the creative force in the universe we don’t want to mess with.
Tucker Carlson
(03:01:48)
Oh, I mean, what else matters? I don’t understand. I mean, I guess, look, I don’t want to seem like the Unabomber and I’m not.
Lex Fridman
(03:01:59)
We are in a cabin in the woods.
Tucker Carlson
(03:02:00)
No. Well, I’m sympathetic to some of his ideas, but not of course sending mail bombs to people because I like people and I don’t believe in violence at all. But I think the problem with technology, one of the problems with technology is the way that people approach it in a very kind of mindless heedless way. I think it’s important, this idea that it’s inexorable and we can’t control it, and if we don’t do it, someone else will. There’s some truth in that, but it’s not the whole story. We do have free will and we are creating these things intentionally, and I think it’s incumbent on us, it’s a requirement, of a moral requirement of us that we ask, is this a net gain or a net loss? What, to the extent we can foresee them, will the effects be, et cetera, et cetera?

(03:02:46)
It’s not super complicated. So I prize long-term thinking. I don’t always apply to my own life, obviously. I want to, but I prize it. I think that people with power should think about future generations and I don’t see that kind of thinking at all. They all seem like children to me, and don’t give children handguns because they can hurt people.
Lex Fridman
(03:03:07)
Fundamentally, you want people in power to be pro-humanity.
Tucker Carlson
(03:03:11)
By the way, you don’t want people who are 81 who are going to die anyway. Why do they care? By the way, if your track record with your own family is miserable, why would I give you my family to oversee? Again, these are autistic level questions that someone should answer.
Lex Fridman
(03:03:28)
Well, thank you for asking those questions, first of all, and thank you for this conversation. Thank you for welcoming me to the cabin in the woods.
Tucker Carlson
(03:03:38)
Thank you.
Lex Fridman
(03:03:40)
Thanks for listening to this conversation with Tucker Carlson. To support this podcast, please check out our sponsors in the description. Now, let me leave you with some words from Mahatma Gandhi. When I despair, I remember that all through history the way of truth and love has always won. There have been tyrants and murderers and for a time they can seem invincible, but in the end, they always fall. Think of it, always. Thank you for listening and hope to see you next time.

Transcript for Bill Ackman: Investing, Financial Battles, Harvard, DEI, X & Free Speech | Lex Fridman Podcast #413

This is a transcript of Lex Fridman Podcast #413 with Bill Ackman.
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Table of Contents

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Introduction

Bill Ackman
(00:00:00)
The only person who’ll cause you more harm than a thief with a dagger is a journalist with a pen.
Lex Fridman
(00:00:06)
The following is a conversation with Bill Ackman, a legendary activist investor who has been part of some of the biggest and at times, controversial trades in history. Also, he is fearlessly vocal on X, FKA Twitter, and uses the platform to fight for ideas he believes in. For example, he was a central figure in the resignation of the President of Harvard University, Claudine Gay, the saga of which we discuss in this episode. This is the Lex Fridman podcast to support it. Please check out our sponsors in the description. And now to you, friends, here’s Bill Ackman.

Investing basics


(00:00:47)
In your lecture on the basics of finance and investing, you mentioned a book, Intelligent Investor by Benjamin Graham, as being formative in your life. What key lesson do you take away from that book that informs your own investing?
Bill Ackman
(00:01:00)
Sure. Actually, it was the first investment book I read, and as such, it was kind of the inspiration for my career and a lot of my life. So important book. Bear in mind, this is sort of after the Great Depression, people lost confidence investing in markets, World War II, and then he writes this book. It’s for the average man, and basically he says that you have to understand the difference between price and value. Price is what you pay, value is what you get. And he said the stock market is here to serve you, and it’s a bit like the neighbor that comes by every day and makes you an offer for your house. It makes you a stupid offer, you ignore. It makes you a great offer, you can take it. And that’s the stock market.

(00:01:44)
And the key is to figure out what something’s worth and you have to kind of weigh it. He talked about the difference between… He said the stock market in the short term is a voting machine. It represents speculative interests, supply and demand of people in the short term. But in the long term, the stock market’s a weighing machine, much more accurate. It’s going to tell you what something’s worth. And so if you can define what something’s worth, then you can really take advantage of the market because it’s really here to help you. And that’s kind of the message of the book.
Lex Fridman
(00:02:14)
In that same way, there’s a kind of difference between speculation and investing.
Bill Ackman
(00:02:18)
Yeah, speculation is just a bit like trading crypto, right? You’re-
Lex Fridman
(00:02:25)
Strong words.
Bill Ackman
(00:02:27)
Well, short-term trading crypto. Maybe in the long run there’s intrinsic value, but many investors in a bubble going into the crash were really just pure speculators. They didn’t know what things were worth, they just knew they were going up. That’s speculation. And investing is doing your homework, digging down, understanding a business, understanding the competitive dynamics of an industry, understanding what management’s going to do, understanding what price you’re going to pay. The value of anything, I would say, other than love, let’s say, is the present value of the cash you can take out of it over its life. Now, some people think about love that way, but it’s not the right way to think about love. So investing is about basically building a model of what this business is going to produce over its lifetime.
Lex Fridman
(00:03:22)
So how do you get to that, this idea called value investing? How do you get to the value of a thing? Even philosophically, value of anything really but we can just talk about the things that are on the stock market, companies.
Bill Ackman
(00:03:35)
The value of a security is the present value of the cash you can take out of it over its life. So if you think about a bond, a bond pays a 5% coupon, interest rate. You get that, let’s say, every year or twice a year, split in half, and it’s very predictable. And if it’s a US government bond, you know you’re going to get it. So that’s a pretty easy thing to value. A stock is an interest in a business. It’s like owning a piece of a company and a business, a profitable one, is like a bond in that it generates these coupons or these earnings or cashflow every year. The difference with a stock and a bond is that the bond, it’s a contract. You know what you’re going to get as long as they don’t go bankrupt and default. With the stock, you have to make predictions about the business.

(00:04:22)
How many widgets are going to sell this year, how many are going to sell next year, what are the costs going to be? How much of the money that they generate? Do they need to reinvest in the business to keep the business going? And that’s more complicated. But what we do is we try to find businesses where, with a very high degree of confidence, we know what those cash flows are going to be for a very long time. And very few businesses that you can have a really high degree of certainty about. And as a result, many investments are speculations because it’s really very difficult to predict the future. So what we do for a living, what I do for a living is find those rare companies that you can kind of predict what they’re going to look like over a very long period of time.
Lex Fridman
(00:05:01)
So what are the factors that indicate that a company is going to be something that’s going to make a lot of money, it’s going to have a lot of value, and it’s going to be reliable over a long period of time? And what is your process of figuring out whether a company is or isn’t that?

Investing in music

Bill Ackman
(00:05:19)
So every consumer has a view on different brands and different companies. And what we look for are these non-disruptively businesses, a business where you can close your eyes, stock market shuts for a decade, and you know that 10 years from now it’s going to be a more valuable, more profitable company. So we own a business called Universal Music Group. It’s in the business of helping artists become global artists, recorded music business, and it’s in the business of owning the music publishing rights of songwriters. And I think music is forever, right? Music is a many thousand year old part of the human experience, and I think it will be thousands of years from now. And so that’s a pretty good backdrop to invest in a company. And the company basically owns a third of the global recorded music, the most dominant market share in the business.

(00:06:20)
They’re the best at taking an artist who’s 18 years old, who’s got a great voice, and has started to get a presence on YouTube and Instagram and helping that artist become a superstar. And that’s a unique talent. And the end result is the best artists in the world want to come work for them, but they also have this incredible library of the Beatles, the Rolling Stone, U2, et cetera. And then if you think about what music has become… It used to be about what records and CDs and eight track tapes for those of whom… And it was about a new format and that’s how they drive sales. And it’s become a business which is like the podcast business, streaming. And streaming is a lot more predictable than selling records. You can sort of say, “Okay, how many people have smartphones? How many people are going to have smartphones next year?”

(00:07:12)
There’s a kind of global penetration over time of smartphones. You pay, call it, 10, 11 bucks a month for a subscription or less for a family plan and you can kind of build a model of what the world looks like and predict the growth of the streaming business, predict what kind of market share Universal is going to have over time. You can’t get to a precise view of value. You can get to an approximation. And the key is to buy at a price that represents a big discount to that approximation. And that gets back to Ben Graham. Ben Graham invented this concept of margin of safety. You want to buy a company at a price that if you’re wrong about what you think it’s worth and it turns out to be worth 30% less, you paid a deep enough discount to your estimate that you’re still okay. A big part of investing is not losing money. If you can avoid losing money and then have a few great hits, you can do very, very well over time.
Lex Fridman
(00:08:09)
Well, music is interesting because yes, music’s been around for a very long time, but the way to make money from music has been evolving. Like you mentioned streaming, there’s a big transition initiated by, I guess, Napster, then created Spotify of how you make money on music with Apple and with all of this. And the question is, how well are companies like UMG able to adjust to such transformations? One, I could ask you about the future, which is artificial intelligence being able to generate music, for example.
Bill Ackman
(00:08:43)
Sure.
Lex Fridman
(00:08:43)
There have been a lot of amazing advancements with… So do you have to also think about that. When you close your eyes, all the things you think about, are you imagining the possible ways that the future is completely different from the present and how well this company will be able to surf the wave of that?
Bill Ackman
(00:09:00)
Sure. And they’ve had to surf a lot of waves. And actually the music business peaked the last time in the late ’90s or 2000 timeframe. And that really innovation, Napster, digitization of music, almost killed the industry. And Universal really led an effort to save the industry and actually made an early deal with Spotify that enabled the industry to really recover. And so by virtue of their market position and their credibility and their willingness to kind of adopt new technologies, they’ve kept their position. Now, they of course had this huge advantage because I think the Beatles are forever, I think U2 is forever, I think Rolling Stones are forever. So they had a nice base of assets that were important and I think will forever be, and forever is a long time. Again, enormous… There are all kinds of risks in every business. This is one that I think has a very high degree of persistence.

(00:09:52)
And I can’t envision a world beyond streaming in a sense… Now you may have a Neuralink chip in your head instead of a phone, but the music can come in a digitized kind of format, you’re going to want to have an infinite library that you can walk around in your pocket or in your brain. It’s not going to matter that much of the form factor. The device changes. It’s not really that important whether it’s Spotify or Apple or Amazon that are the so-called DSPs or the providers. I think the value is really going to reside in the content owners. And that’s really the artists and the label.
Lex Fridman
(00:10:32)
And I actually think AI is not going to be the primary creator of music. I think we’re going to actually face the reality that it’s not that music has been around for thousands of years, but musicians and music has been around. We actually care to know who’s the musician that created it, just like we want to know who’s the artist, human artist that created a piece of art.
Bill Ackman
(00:10:59)
I totally agree. If you think about it, there’s lots of other technologies and computers that have been used to generate music over time but no one falls in love with a computer generated track. And Taylor Swift, incredible music, but it’s also about the artist and her story and her physical presence and the live experience. I don’t think you’re going to sit there and someone’s going to put a computer up on stage and it’s going to play and people are going to get excited around it. So I think AI is really going to be a tool to make artists better artists. A synthesizer really created the opportunity for one man to have an orchestra. Maybe a bit of a threat to a percussionist, but not maybe. Maybe it drove even more demand for the live experience.
Lex Fridman
(00:11:57)
Unless that computer has human- like sentience, which I believe is a real possibility. But then it’s really, from a business perspective, no different than a human. If it has an identity, that’s basically fame and an influence, and there’ll be a robot Taylor Swift and it doesn’t really matter-
Bill Ackman
(00:12:14)
That’s a copyrightable asset I would think, right? Yeah.
Lex Fridman
(00:12:18)
And then there’ll-
Bill Ackman
(00:12:18)
I’m not sure that’s the world I’m excited about that.
Lex Fridman
(00:12:21)
That’s a different discussion. The world is not going to ask your permission to become what it’s becoming, but you could still make money on it. Presumably there’d be a capital system and there’d be some laws under which I believe AI systems will have rights that are akin to human rights and we’re going to have to contend with what that means.
Bill Ackman
(00:12:40)
Well, there’s sort of name and likeness rights that have to be protected. Now, can a name be attributed to a Tesla robot? I don’t know.
Lex Fridman
(00:12:50)
I think so. I think it’s quite obvious to me.
Bill Ackman
(00:12:52)
Okay, so those are more potential artists for us to represent at Universal.
Lex Fridman
(00:12:56)
Exactly, exactly. All right.
Bill Ackman
(00:12:57)
That’s sort of one example. Another example could be just the restaurant industry. If you look at businesses like a McDonald’s, it’s… Whatever, the company’s like an 1950 vintage business and here we are, 75 years later, and you can kind of predict what it’s going to look like over time. And the menu’s going to adjust over time to consumer tastes but I think the hamburger and fries is probably forever.
Lex Fridman
(00:13:21)
The Beatles, the Rolling Stones, the hamburger and fries are forever. I was eating at Chipotle last night as I was preparing these notes-
Bill Ackman
(00:13:30)
Thank you. Thank you.
Lex Fridman
(00:13:32)
And yeah, it is one of my favorite places to eat. You said it is a place that you eat. You obviously also invest in it. What do you get at Chipotle?
Bill Ackman
(00:13:41)
I tend to get a double chicken.
Lex Fridman
(00:13:43)
Bowl or burrito?
Bill Ackman
(00:13:45)
I like the burrito, but I generally try to order the bowl. Cut the carb part.
Lex Fridman
(00:13:49)
For health reasons. All right.
Bill Ackman
(00:13:51)
And double chicken, guac, lettuce, black beans.

Process of researching companies

Lex Fridman
(00:13:54)
And I’m more of a steak guy, just putting that on the record. What’s the actual process you go through, literally the process of figuring out what the value of a company is? How do you do the research? Is it reading documents? Is it talking to people? How do you do it?
Bill Ackman
(00:14:16)
All of the above. So Chipotle, what attracted us initially is the stock price dropped by about 50%. Great company, great concept. Athletes love it, consumers love it. Healthy, sustainable, fresh food made in front of your eyes and great… Steve Ells is the founder, did an amazing job, but ultimately the company’s lacking some of the systems and had a food safety issue. Consumers got sick, almost killed the rent. But the reality of the fast food, quick service industry is almost every fast food company has had a food safety issue over time. And the vast majority have survived. And we said, “Look, it’s such a great concept,” but their approach was not… It was far from my deal, but we start with usually reading the SEC filing. So companies file a 10-K or an annual report and they file these quarterly reports called 10-Qs. They have a proxy statement which describes the governance, the board structure.

(00:15:14)
Conference call transcripts are publicly available. It’s very helpful to go back five years and learn the story. “Here’s how management describes their business, here’s what they say they’re going to do,” and you can follow along to see what they do. It’s like a historical record of how competent and truthful they are. It’s a very useful device. And then, of course, looking at competitors and thinking about what could dislodge this company. And then we’ll talk to… If it’s an industry we don’t know well… We know the restaurant industry really well. Music industry, we will talk to people in the industry. We’ll try to understand the difference between publishing and recorded music. We’ll look at the competitors, we’ll read books. I read a book about the music industry or a couple books about the industry.

(00:16:04)
So it’s a bit like a big research project. And these, so-called expert networks now, and you can get pretty much anyone on the phone and they’ll talk to you about an aspect of the industry that you don’t understand, want to learn more about. Try to get a sense… Public filings of companies generally give you a lot of information, but not everything you want to know. And you can learn more by talking to experts about some of the industry dynamics, the personalities. You want to get a sense of management. I like watching podcasts. If a CEO were to do a podcast or a YouTube interview, you get a sense of the people.
Lex Fridman
(00:16:40)
So in the case of Chipotle, for example… By the way, I could talk about Chipotle all day. I just love it. I love it. I wish there was a sponsor.
Bill Ackman
(00:16:48)
I’ll mention it to the CEO.
Lex Fridman
(00:16:50)
Don’t make promises you can’t keep, Bill.
Bill Ackman
(00:16:51)
I’m not making… Brian Nichols a fantastic CEO. He’s not going to spend $1 that he doesn’t think is in the company’s best interest.
Lex Fridman
(00:16:58)
All right. All I want is free Chipotle, come on now. What was I saying? Oh, and so you look at a company like Chipotle and then you see there’s a difficult moment in its history, like you said that there was a food safety issue and then you say, “Okay, well I see a path where we can fix this and therefore even though the price is low, we can get it to where the price goes up to its value.”
Bill Ackman
(00:17:24)
So the kind of business we’re looking for is sort of the kind of business everyone should be looking for, right? A great business, it’s got a long-term trajectory of growth even beyond the foreseeable distance. Those are the kind of businesses you want to own, you want businesses that generate a lot of cash, you want businesses you can easily understand, you want businesses with these sort of huge barriers to entry where it’s difficult for others to compete. You want companies that don’t have to constantly raise capital. And these are some of the great business of the world, but people have figured out that those are the great businesses. So the problem is those companies tend to have very high stock prices and the value is generally built into the price you have to pay for the business.

(00:18:02)
So we can’t earn the kind of returns we want to earn for investors by paying a really high price. Price matters a lot. You can buy the best business in the world and if you overpay, you’re not going to earn particularly attractive returns. So we get involved in cases where a great business has kind of made a big mistake or you’ve a company that’s kind of lost its way, but it’s recoverable. And we buy from shareholders who are disappointed, who’ve lost confidence, selling at a low price relative to what it’s worth if fixed. And then we try to be helpful in fixing the company.

Investing in restaurants

Lex Fridman
(00:18:39)
You said that barriers to entry… You said a lot of really interesting qualities of companies very quickly in a sequence of statements that took less than 10 seconds to say, but some of them were… All of them were fascinating. So you said barriers to entry. How do you know if there’s a type of moat protecting the competitors from stepping up to the plate?
Bill Ackman
(00:19:04)
The most difficult analysis to do as an investor is that, is kind of figuring out how wide is the moat, how much at risk is the business to disruption? And we’re in, I would say, the greatest period of disruptability in history. Technology… A couple of 19 year olds can leave whatever university or maybe they didn’t even go in the first place, they can raise millions of dollars, they can get access to infinite bandwidth storage. They can contract with engineers in low cost markets around the world. They could build a virtual company and they can disrupt businesses that seem super established over time. And then on top of that, you have major companies with multi-trillion dollar market caps working to find profits wherever they can. And so that’s a dangerous world in a way to be an investor. And so you have to find businesses that it’s hard to foresee a world in which they get disrupted.

(00:20:04)
The beauty of the restaurant business… Our best track record is in restaurants. We’ve never lost money. We’ve only made a fortune, interestingly, investing restaurants. A big part of it, it’s a really simple business. If you get Chipotle right and you’re at a hundred stores, it’s not so hard to envision getting to 200 stores and then getting to 500 stores, right? And the key is maintaining the brand image, growing intelligently, having the right systems. Now when you go from a hundred stores to 3,500 stores, you have to know what you’re doing and there’s a lot of complexity. If you think about your local restaurant, the family’s working in the business, they’re watching the cash register, and you can probably open another restaurant across town, but there are very few restaurant operators that own more than a few restaurants and operate them successfully.

(00:20:56)
And the quick service business is about systems and building a model that a stranger who doesn’t know the restaurant industry can come in and enter the business and build a successful franchise. Now, Chipotle is not a franchise company. They actually own all their own stores, but many of the most successful restaurant companies are franchise models like a Burger King, a McDonald’s, Tim Horton’s, all these various brands, Popeyes. And there it’s about systems, but the same systems apply whether you own all the stores and it’s run by a big corporation or whether the owners of the restaurants are sort of franchisees, local entrepreneurs.
Lex Fridman
(00:21:32)
So if the restaurant has scaled to a certain number, that means they’ve figured out some kind of system that works. And it’s very difficult to develop that kind of system. So that’s a moat?
Bill Ackman
(00:21:41)
A moat is you get to a certain scale and you do it successfully and the brand is now the understood by the consumer. And what’s interesting about Chipotle is what they’ve achieved is difficult. They’re not buying frozen hamburgers, getting shipped in. They’re buying fresh, sustainably sourced ingredients. They’re preparing food in the store. That was a first. The quality of the product at Chipotle is incredible. It’s the highest quality food. You can get a serious dinner for under 20 bucks and eat really healthfully and very high quality ingredients. And that’s just not available anywhere else. And it’s very hard to replicate and to build those relationships with farmers around the country. It’s a lot easier to make a deal with one of the big massive food producers and buy your pork from them than to buy from a whole bunch of farmers around the country. And so that is a big moat for Chipotle, very difficult to replicate.
Lex Fridman
(00:22:38)
And by the way, another company, I think, you have a stake in is McDonald’s?
Bill Ackman
(00:22:41)
No. We own a company called Restaurant Brands. Restaurant Brands owns a number of quick service companies, one of which is Burger King.
Lex Fridman
(00:22:47)
Burger King, okay. Well, it’s been a meme for a while, but… Burger King is great too. Wendy’s, whatever. But usually I go McDonald’s, I’ll just eat burger patties. I don’t know if you knew you could do this, but a burger patty… Burger King can do this, McDonald’s. It’s actually way cheaper.
Bill Ackman
(00:23:05)
They’ll just sell you the patty.
Lex Fridman
(00:23:07)
The patty and it’s cheap. It’s like $1.50 or $2 per patty and it’s about 250 calories and it’s just meat. And despite the criticism or memes out there, that’s-
Bill Ackman
(00:23:18)
Pretty healthy stuff.
Lex Fridman
(00:23:19)
It’s healthy stuff. And so the healthiest I feel is when I do carnivore. It doesn’t sound healthy, but if I eat only meat, I feel really good, I lose weight. I have all this energy, it’s crazy. And when I’m traveling, the easiest way to get meat is that.
Bill Ackman
(00:23:34)
So you go to McDonald’s, you order six patties.
Lex Fridman
(00:23:35)
Exactly. So there’s this sad meme of me just sitting alone in a car when I’m traveling, just eating beef patties at McDonald’s. But I love it. And you got to do what you love, what makes you happy, and that’s what makes me happy.
Bill Ackman
(00:23:46)
I think maybe we’ll have Burger King feature in it. What about Flame World? What’s with these fried burgers? We got to get you to Burger King, grilled burgers.
Lex Fridman
(00:23:54)
Wait, is this fast food trash? I don’t know the details of how they’re made. I don’t have allegiance-
Bill Ackman
(00:24:00)
I think we got a chance to switch you to Burger King.
Lex Fridman
(00:24:02)
Great. We’ll see. I’m making so many deals today, it’s wonderful. Okay, you were talking about moats, and this kind of remind me of Alphabet, the parent company.

Investing in Google

Bill Ackman
(00:24:13)
Sure. It’s a big position for us.
Lex Fridman
(00:24:15)
So it’s interesting that you think that maybe Alphabet fits some of these characteristics. It’s tricky to know with everything that’s happening in AI… And I’m interviewing Sundar Pichai soon. It’s interesting that you think that there’s a moat. And it’s also interesting to analyze it because as a consumer, as just a fan of technology, why is Google still around? It’s not just a search engine, it’s doing all the basics of the business of search really well, but they’re doing all these other stuff. So what’s your analysis of Alphabet? Why are you still positive about it?
Bill Ackman
(00:24:53)
Sure. So it’s a business we’ve admired as a firm for, whatever, 15 years, but rarely got to a price that we felt we could own it. Because again, the expectations were so high and price really matters. Really the sort of AI scare, I would call it… Microsoft comes out with ChatGPT, they do an amazing demonstration. People like this most incredible product. And Google, which had been working on AI even earlier, obviously… The Microsoft was behind in AI. It was really their ChatGPT deal that gave them a market presence. And then Google does this fairly disastrous demonstration of Bard and the world says, “Oh my god, Google’s fallen behind in AI. AI is the future.” Stock gets crushed. Google gets to a price around 15 times earnings, which for a business of this quality is an extremely, extremely low price. And our view on Google… One way to think about it, when a business becomes a verb, that’s usually pretty good sign about the moat around the business.

(00:25:55)
So you’d open your computer and you open your search and very high percentage of the world starts with a Google page in one line where you type in your search. The Google advertising, search, YouTube franchise is one of the most dominant franchises in the world. Very difficult to disrupt, extremely profitable. The world is moving from offline advertising to online advertising. And that trend, I think, continues. Why? Because you can actually see whether your ads work. They used to say about advertising, “You spend a fortune and you just don’t know which 50% of it works, but you just sort of spend the money because you know ultimately that’s going to bring in the customer.” And now with online advertising, you can see with granularity which dollars I’m spending… When people click on the search term and end up buying something and I pay, it’s a very high return on investment for the advertiser and they really dominate that business.

(00:26:53)
Now, AI, of course, is a risk. If all of a sudden people start searching or asking questions of ChatGPT and don’t start with the Google search bar, that’s a risk to the company. And so our view, based on work we had done and talked to industry experts, is that Google, by virtue of the investment they’ve made the time, the energy that people put into it, we felt their AI capabilities were, if anything, potentially greater than Microsoft ChatGPT and that the market had overreacted. And because Google is a big company, global business regulators scrutinized it incredibly carefully. They couldn’t take some of the same liberties a startup like OpenAI did in releasing a product. And I think Google took a more cautious approach in releasing an early version of Bard in terms of its capabilities. And that led the world to believe that they were behind.

(00:27:46)
And we ultimately concluded, if anything, they’re tied or ahead and you’re paying nothing for that potential business. And they also have huge advantages by virtue… If you think of all the data Google has, the search data, all the various applications, email and otherwise, and the Google suite of products, it’s an incredible data set. So they have more training data than pretty much any company in the world. They have incredible engineers, they have enormous financial resources. So that was kind of the bet. And we still think it’s probably the cheapest of the big seven companies in terms of the price you’re paying for the business relative to its current earnings. It also is a business that has a lot of potential for efficiency. Sometimes when you have this enormously profitable dominant company… All of the technology companies in the post March ’20 world grew enormously in terms of their teams and they probably overhired.

(00:28:41)
And so you’ve seen the Facebooks of the world and now even Google starting to get a little more efficient in terms of their operation. So we paid a low multiple for the business. One way to think about the value of the business is the price you pay for the earnings or alternatively what’s the yield? If you flip over the price over the earnings, it gives you kind of the yield of the business. So a 15 multiple is about almost a seven and a half percent yield. And that earnings yield is growing over time as the business grows. Compare it to what you can earn lending your money to the government, 4%, that’s a very attractive going in yield.

(00:29:18)
And then there’s all kinds of, what we call, optionality in all the various businesses and investments they’ve made that are losing money. They’ve got a cloud business that’s growing very rapidly, but they’re investing basically a hundred percent of the profits from that business and growth. So you’re in that earnings number, you’re not seeing any earnings from the cloud business, and they’re one of the top cloud players. So very interesting, generally well-managed company with incredible assets and resources and dominance, and it has no debt. It’s got a ton of cash. And so pretty good story.

AI

Lex Fridman
(00:29:51)
Is there something fundamentally different about AI that makes all of this more complicated, which is the exponential possibilities of the kinds of products and impact that AI could create when you’re looking at Meta, Microsoft, Alphabet, Google, all these companies, xAI, or maybe startups? Is there some more risk introduced by the possibilities of AI?
Bill Ackman
(00:30:20)
Absolutely. That’s a great question. Investing is about finding companies that can’t be disrupted. AI is the ultimate disruptable asset or technology. And that’s what makes investing treacherous, is that you own a business that’s enormously profitable, management gets, if you will, fat and happy, and then a new technology emerges that just takes away all their profitability. And AI is this incredibly powerful tool, which is why every business is saying, “How can I use AI in my business to make us more profitable, more successful, grow faster, and also disrupt or protect ourself from the incomings?” It’s a bit like… Buffett talks about a great business is like a cast…
Bill Ackman
(00:31:00)
It’s a bit like Buffett talks about a great business, like a castle surrounded by this really wide moat but you have all these barbarians trying to get in and steal the princess. And it happens. Kodak, for example, was an amazing, incredibly dominant company until it disappeared. Polaroid, this incredible technology. And that’s why we have tended to stay away from companies that are technology companies because technology companies generally… The world is such a dynamic place that someone’s always working on a better version. And Kodak was caught up in the analog film world and then the world changed.
Lex Fridman
(00:31:40)
Well, Google was pretty fat and happy until ChatGPT came out.
Bill Ackman
(00:31:44)
Yes.
Lex Fridman
(00:31:44)
How would you rate their ability to wake up, lose weight, and be less happy and aggressively rediscover their search for happiness?
Bill Ackman
(00:31:55)
I think you’ve seen a lot of that in the last year. And I would say some combination of embarrassment and pride are huge motivators for everyone from Sergey Brin, to the management of the company.
Lex Fridman
(00:32:10)
And Demis Hassabis threw them into the picture and all of DeepMind teams, and the unification of teams and all the shakeups. It was interesting to watch the chaos. I love it. I love it when everybody freaks out. Like you said, partly embarrassment, and partly that competitive drive that drives engineers, is great. I can’t wait to see what… They’ve [inaudible 00:32:31] a lot of improvement in the product, let’s see where it goes. You mentioned management. How do you analyze the governance structure and the individual humans that are the managers of a company?
Bill Ackman
(00:32:42)
So as I like to say, incentives drive all human behavior and that certainly applies in the business world. So understanding the people and what drives them, and what the actual financial and other incentives of a business, are very important part of the analysis for investing in a company. And you can learn a lot… I mentioned before, one great way to learn about a business is go back a decade and read everything that management has written about the business, and see what they’ve done over time. See what they’ve said…

(00:33:12)
Conference calls are actually relatively recent. When I started in the business, there weren’t conference call transcripts. Now you have a written record of everything management has said in response to questions from analysts, at conferences and otherwise. And so just you learn a lot about people by listening to what they say, how they answer questions, and ultimately their track record for doing what they say they’re going to do. Do they under promise and over deliver? Do they over promise and under deliver? Do they say what they’re going to do? Do they admit mistakes? Do they build great teams? Do people want to come work for them? Are they able to retain their talent?

(00:33:51)
And then part of it is how much are they running the business for the benefit of the business? How much are they running the business for the benefit of themselves? And that’s the analysis you do.
Lex Fridman
(00:34:03)
Are we talking about CEO, COO? What does management mean? How deep does it go?
Bill Ackman
(00:34:09)
Sure. Very senior management matters enormously. We use the Chipotle example. Steve Ells, great entrepreneur. Business got to a scale he really couldn’t run it. We helped the company recruit a guy named Brian Niccol, and he was considered the best person in the quick service industry. He came in and completely rebuilt the company. Actually we moved the company, Chipotle was moved to California. And sometimes one way to redo the culture of a company is just to move it geographically, and then you can reboot the business.

(00:34:40)
But a great leader has great followership. Over the course of their career, they’ll have a team they’ve built that will come follow them into the next opportunity. But the key is really the top person matters enormously, and then it’s who they recruit. You recruit an A-plus leader and they’re going to recruit other A- type people. You recruit a B-leader, you’re not going to recruit any great talent beneath them.

Warren Buffet

Lex Fridman
(00:35:06)
You mentioned Warren Buffett. You said you admire him as an investor. What do you find most interesting and powerful about his approach? What aspects of his approach to investing do you also practice?
Bill Ackman
(00:35:19)
Sure. So most of what I’ve learned in the investment business, I’ve learned from Warren Buffett, he’s been my great professor of this business. My first book I read in the business was the Ben Graham Intelligent Investor, but fairly quickly you get to learn about Warren Buffett and I started by reading the Berkshire Hathaway annual reports. And then I eventually got the Buffett partnership letters that you could see, which are an amazing read to go back to the mid 1950s and read what he wrote to his limited partners when he first started out and just follow that trajectory over a long period of time. So what’s remarkable about him is one, duration, right? He’s still at it at 93. Two, it takes a very long-term view, but a big thing that you learn from him investing requires is incredible, dispassionate, unemotional quality. You have to be extremely economically rational, which is not a basic, it’s not something you learn in the jungle.

(00:36:17)
I don’t think it’s something that… If you think about surviving the jungle, the lion shows up and everyone starts running, you run with them. That does not work well in markets. In fact, you generally have to do the opposite, right? When the lemmings are running over the cliff, that’s the time where you’re facing the other direction and you’re running the other direction, i.e, you’re stepping in, you’re buying stocks at really low prices. Buffett’s been great at that and great at teaching about what he calls temperament, which is this sort of emotional or unemotional quality that you need to be able to dispassionately look at the world and say, “Okay, is this a real risk? Are people overreacting?” People tend to get excited about investments when stocks are going up and they get depressed when they’re going down. And I think that’s just inherently human. You have to reverse that. You have to get excited when things get cheaper and you got to get concerned when things get more expensive.

Psychology of investing

Lex Fridman
(00:37:15)
You’ve been a part of some big battles, some big losses, some big wins. It’s been a roller coaster. So in terms of temperament psychologically, how do you not let that break you? How do you maintain a calm demeanor and avoid running with a lemmings?
Bill Ackman
(00:37:36)
I think it’s something you learn over time. A key success factor is you want to have enough money in the bank that you’re going to survive regardless of what’s going on with volatility in markets, people who… One, you shouldn’t borrow money. So if you borrow money, you own stocks on margin, markets are going down and you have your livelihood at risk. It’s very difficult to be rational. So key is getting yourself to a place where you’re financially secure, you’re not going to lose your house. That’s kind of a key thing. And then also doing your homework.

(00:38:15)
Stocks can trade at any price in the short term. And if you know what a business is worth and you understand the management and you know it extremely well, it’s not nearly as… It doesn’t bother you when a stock price goes down or it has much less impact on you because again, as Mr. Graham said, the short term, the markets are voting machine. You have a bunch of lemmings voting one direction that’s concerning. But if it’s a great business, doesn’t have a lot of debt and people are going to just listen to more music next year than this year, you know you’re going to do well. So it’s a bit some combination of being personally secure and also just knowing what you own and over time you build callouses, I would say.
Lex Fridman
(00:38:58)
So psychologically, just as a human being, speaking of lines and gazelles and all this kind of stuff, is it as simple as just being financially secure? Is there some just human qualities that you have to be born with slash develop?
Bill Ackman
(00:39:16)
I think so. I think now I’m a pretty emotional person I would say, or I feel pretty strong emotions, but not in investing. I’m remarkably immune to volatility and that’s a big advantage and it took some time for me to develop that.
Lex Fridman
(00:39:33)
So you weren’t born with that, you think?
Bill Ackman
(00:39:35)
No.
Lex Fridman
(00:39:35)
So being emotional, do you want to respond to volatility?
Bill Ackman
(00:39:40)
Yeah, and it’s a bit… Again, you can learn a lot from other people’s experience. It’s one of the few businesses where you can learn an enormous amount by reading about other periods in history following Buffett’s career, the mistakes he made. If you’re investing a lot of capital, every one of your mistakes is going to be big, right? So we’ve made big mistakes. The good news is that the vast majority of things we’ve done have worked out really well. And so that also gives you confidence over time. But because we make very few investments, we own eight things today or seven companies of that matter, if we get one wrong, it’s going to be big news. And so the other nature of our business you have to be comfortable with is a lot of public scrutiny, a lot of public criticism. And that requires some experience. I call it that.
Lex Fridman
(00:40:35)
I think we’ll talk about some of that. Financially secure is something I believe also recommend for even just everyday investors. Is there some general advice from the things you’ve been talking about that applies to everyday investors?
Bill Ackman
(00:40:50)
Sure. So never invest money you can’t afford to lose. Where if you’d lost this money, you lose your house, et cetera. So being in a place where you’re investing money that you don’t care about the price in the short term, it’s money for your retirement, and you take a really long-term view, I think that’s key. Never investing, will you borrow money against your securities? The markets offer you the opportunity to leverage your investment and in most worlds you’ll be okay, except if there’s a financial crisis or a nuclear device gets detonated, God forbid somewhere in the world or there’s an unexpected war or someone kills a leader unexpectedly, things happen that can change the course of history and markets react very negatively to those kinds of events.

(00:41:46)
And you can own the greatest business in the world trading for a hundred dollars a share, and next moment it could be 50. So as long as you don’t borrow against securities, you own really high quality businesses and it’s not money that you need in the short term, then you can actually be thoughtful about it. And that is a huge advantage. The vast majority of investors, it seems tend to be the ones that panic and the downturns get over related and when markets are doing well.
Lex Fridman
(00:42:14)
So be able to think long-term and be sufficiently financially secure such that you can afford to think long-term.
Bill Ackman
(00:42:22)
Now Buffett is the ultimate long-term thinker and just the decisions he makes, the consistency of the decisions he’s made over time and fitting into that sort of long-term framework is a very, very educational, let’s put it that way, for learning about this business.
Lex Fridman
(00:42:42)
So you mentioned eight companies, but what do you think about mutual funds for everyday investors that diversify across a larger number of companies?
Bill Ackman
(00:42:53)
I think there are very few mutual funds. There are thousands and thousands of mutual funds. There are very few that earn their keep in terms of the fees they charge. They tend to be too diversified and too short-term. And you’re often much better off just buying an index fund. And many of them perform, if you look carefully at their portfolios are not so different from the underlying index itself and you tend to pay a much higher fee. Now, all of that being said, there’s some very talented mutual fund managers. A guy named Will Danoff at Fidelity has had a great record over a long period of time. The famous Peter Lynch, Ron Barron, another great long-term growth stock investor. So there’s some great mutual funds, but I put them in the handful versus the thousands. And if you’re in the thousands, I’d rather someone bought just an index fund basically.
Lex Fridman
(00:43:54)
Yeah, index funds. But what would be the leap for an everyday investor to go to investing in a small number of companies like two, three, four, five companies?
Bill Ackman
(00:44:05)
I even recommend for individual investors to invest in a dozen companies, you don’t get that much more benefit of diversification going from a dozen to 25 or even 50. Most of the benefits of diversification come in the first, call it 10 or 12. And if you’re investing in businesses that don’t have a lot of debt, they’re businesses that you can understand yourself, you understand… Actually individual investors did a much better job analyzing Tesla than the so-called professional investors or analysts, the vast majority of them. So if it’s a business you understand, if you bought a Tesla, you understand the product and its appeal to consumers, it’s a good place to start when you’re analyzing a company.

(00:44:47)
So I would invest in things you can understand, that’s kind of a key. You like Chipotle, you understand why they’re successful. You can go there every week and you can monitor. Is anything changing? How’s Chicken al Pastor, is that a good upgrade from the basic chicken? The drink offering is improving. The store is clean. I think you should invest in companies you really understand, simple businesses where you can predict with a high degree of confidence what it’s going to look like over time. And if you do that in a not particularly concentrated fashion and you don’t borrow money against your securities, you’ll probably do much better than your typical mutual fund.
Lex Fridman
(00:45:26)
Yeah, it’s interesting. Consumers that love a thing are actually good analysts of that thing, or I guess a good starting point.
Bill Ackman
(00:45:33)
And by the way, there’s much more information available today. When I was first investing, literally we had people faxing us documents from the SEC filings in Washington, D.C. Now everything’s available online, conference call transcripts are free. You have AI, you have unlimited data and all kinds of message boards and Reddit forums and things where people are sharing advice and everyone has their own… By virtue of their career or experience, they’ll know about an industry or a business and that gives them… I would take advantage of your own competitive advantages.
Lex Fridman
(00:46:12)
I’m just afraid if I invest in Chipotle, I’ll be analyzing every little change of menu from a financial perspective and just be very critical.
Bill Ackman
(00:46:20)
If it’s going to affect your experience, I wouldn’t buy the stock.
Lex Fridman
(00:46:24)
Yeah, I mean I should also say that I am somebody that emotionally does respond to volatility, which is why I’ve never bought index funds and I just notice myself psychologically being affected by the ups and downs of the market. I want to tune out because if I’m at all tuned in, it has a negative impact on my life.
Bill Ackman
(00:46:43)
Yeah, that’s really important.

Activist investing

Lex Fridman
(00:46:45)
Can you explain what activist investing is? You’ve been talking about investing and then looking at companies when they’re struggling, stepping in and reconfiguring things within that company and helping it become great. So that’s part of it, but let’s just zoom out. What’s this idea of activist investing?
Bill Ackman
(00:47:05)
I think recently in the last couple of days I read an article saying that more than 50% of the capital in the world today invests in the stock markets passive indexed money. And that’s the most passive form, right? So if you think about an index fund, a machine buys a fixed set of securities in certain proportion. There’s no human judgment at all, and there’s no real person behind it, in a way. They never take steps to improve a business. They just quietly own securities. What we do is we invest our capital in a handful of things. We get to know them really, really well because you’re going to put 20% of your assets in something, you need to know it really well. But once you become a big holder and if you’ve got some thoughts on how to make a business more valuable, you can do more than just be a passive investor.

(00:47:58)
So our strategy is built upon finding great companies in some cases that have lost their way and then helping them succeed. And we can do that with ideas from outside the boardroom. Sometimes we take a seat on a board or more than one, and we work with the best management teams in the world to help these businesses succeed. So when I first went into this business, no one knew who we were and we didn’t have that much money. And so to influence what was to us a big company, we had to make a fair bit more noise, right? So we would buy a stake, we’d announce it publicly, we’d attempt to engage with management. The first activist investment we made at Pershing Square was Wendy’s. I couldn’t get the CEO to ever return my call. He didn’t return my call. Actually, in that case, our idea was Wendy’s owned a company called Tim Hortons, which was this coffee donut chain, and you could buy Wendy’s for basically $5 billion and they owned a hundred percent of Tim Hortons, which itself was worth more than 5 billion.

(00:49:03)
So you could literally buy Wendy’s, separate Tim Hortons and get Wendy’s for negative value. That seemed like a pretty good opportunity even though the business wasn’t doing that well. So we bought the stake, called the CEO, couldn’t get a meeting, nothing. So we hired actually Blackstone, which at that time had an investment bank and we hired them to do what’s called a fairness opinion of what Wendy’s would be worth if they followed our advice and they agreed to do it, paid them a fee for it. And then we mailed in a letter with a copy of the fairness opinion saying Wendy’s would basically be worth 80% more if they did what we said. And six weeks later they did what we said. So that’s activism, at least an early form of activism. With that kind of under our belt, we had a little more credibility and now we started to take things and stakes in companies.

(00:49:48)
The media would pay attention. So the media became kind of an important partner and some combination of shame, embarrassment and opportunity motivated management teams to do the right thing. And then beyond that, there’s certain steps you can take if management’s recalcitrant and the shareholders are on your side. But it’s a bit like running for office. You’ve got to get all the constituents to support you and your ideas. And if they support you and your ideas, you can overthrow, if you will, the board of a company. You bring in new talent and then take over the management of a business. And that’s the most extreme form of activism. So that’s kind of the early days, and what we did. And a lot of the early things that we did were, what we call sort of like investment banking activism where we’d go in and recommend something, a good investment bank would’ve recommended, and if they do it, we make a bunch of money.

(00:50:38)
And then we moved on to the next one. And then we realized an investment in a company called General Growth was the first time we took a board seat on a company. And there it was some financial restructuring and also an opportunity to improve the operations of the business, sit on the board of a company. And that was one of the best investments we ever made. And we said, “Okay, we can do more than just be an outside the boardroom investor and we can get involved in helping select the right management teams and helping guide the right management teams.” And then we’ve done that over years. And then I would say the last seven years we haven’t had to be an activist. An activist is generally someone who’s outside banging on the door trying to get in. We’re sort of built enough credibility that they open the door and they say, “Hey, Bill, what ideas do you have? So welcome. Would you like to join the board?”

(00:51:27)
We’re treated differently today than we were in the beginning. And that is… I would say some people might just call it being an engaged owner. And by the way, that’s the way investing was done in the Andrew Carnegie, JPMorgan days 150 years ago. You had these iconic business leaders that would own 20% of US steel, and when things would go wrong, they’d replace the board and the management and fix them. And over time, we went to a world where mutual funds were created in the 1920s, ’30s, index funds with Vanguard and others, and that all these controlling shareholders gave their stock to society or their children and multiple generations. And they were no longer controlling owners of businesses or very few. And that led to under performance and the opportunity for activists over time. And what activism has done, and I think we’ve helped lead this movement, is it restored the balance of power between the owners of the business and the management of the company. And that’s been a very good thing for the performance of the US stock market actually.
Lex Fridman
(00:52:33)
So the owners meaning the shareholders?
Bill Ackman
(00:52:35)
Yes.
Lex Fridman
(00:52:35)
And so there’s a more direct channel of communication with activists investing between the shareholders and the people running the company?
Bill Ackman
(00:52:44)
Yes. So activists generally never own more than five or 10% of a business. So they don’t have control. So the way they get influence is they have to convince the other, but they have to get to sort of a majority of the other shareholders to support them. And if they can get that kind of support, they can behave almost like a controlling shareholder. And that’s how it works.
Lex Fridman
(00:53:06)
So the running of companies, according to Bill Ackman is more democratic now.
Bill Ackman
(00:53:11)
It is. It is. But you need some thought leaders. So activists are kind of thought leaders. Because they can spend the time and the money. A retail investor that owns a thousand shares doesn’t have the resources or the time, they got a day job. Whereas an activist day job is finding the handful of things where there are opportunities.
Lex Fridman
(00:53:30)
So on average is a good to have such an engaged, powerful, influential investor helping control direct the direction of a company.
Bill Ackman
(00:53:43)
It depends who that investor is, but generally I think it’s a good thing. And that’s why one of the problems with being CEO of a company today and having a very diversified shareholder base is the kind of short-term, long-term balance. And you have investors that have all different interests in terms of what they want to achieve and when they want it achieved. And CEO of a new company… A new CEO of an old company, let’s say, hasn’t had the chance to develop the credibility to make the kind of longer-term decisions and can be stuck in a cycle of being judged on a quarterly basis.

(00:54:19)
And the best businesses are forever assets and decisions you make now have impact three, four or five years from now, in order to make… And sometimes there are decisions we make that have the effect of reducing the earnings of a company in the short-term because in the long term it’s going to make the business much more valuable. But sometimes it’s hard to have that kind of credibility when you’re a new CEO of a company. So when you have a major owner that’s respected by other shareholders sitting on the board saying, “Hey, the CEO is doing the right thing and making this expensive investment in a new factory, we’re spending more money on R&D because we’re developing something that’s going to pay off over time.” That large owner on the board can help buy the time necessary for management to behave in a longer term way. And that’s, I think, good for all the shareholders.
Lex Fridman
(00:55:07)
So that’s the good story. But can it get bad? Can you have a CEO who is a visionary and sees the long-term future of a company and an investor come in and have very selfish interest in just making more money in the short term and therefore destroy and manipulate the opinions of the shareholders and other people on the board in order to sink the company, maybe increase the price, but destroy the possibility of long-term value?
Bill Ackman
(00:55:41)
It could theoretically happen, but again, the activist in your example, generally doesn’t own a lot of stock. The shareholder basis today, the biggest shareholders are these index funds that are forever, right? The BlackRock, Vanguard, State Street, their ownership stakes are just at this point only growing because of the inflows of capital they have from shareholders. So they have to think or they should think very long-term and they’re going to be very skeptical of someone coming in with a short-term idea that drives the stock price up in the next six months, but impairs the company’s long-term ability to compete. And basically that ownership group prevents this kind of activity from really happening.
Lex Fridman
(00:56:19)
So people are generally skeptical of short-term activist investors?
Bill Ackman
(00:56:25)
Yes, and they’re very few. I don’t really know any short-term activist investors.
Lex Fridman
(00:56:30)
That’s a hopeful-
Bill Ackman
(00:56:31)
Not ones with credibility.

General Growth Properties

Lex Fridman
(00:56:33)
You mentioned general growth. I read somewhere called arguably one of the best hedge fund trades of all time. So I guess it went from $60 million to over 3 billion.
Bill Ackman
(00:56:47)
It was a good one.
Lex Fridman
(00:56:48)
All right.
Bill Ackman
(00:56:49)
But it wasn’t a trade. I wouldn’t describe it as a trade. A trade is something you buy and you flip. This is something where we made the investment initially in November of 2008, and we still own a company. We spun off of general growth and it’s now 15 years later.
Lex Fridman
(00:57:05)
Can you describe what went into making that decision to actually increase the value of the company?
Bill Ackman
(00:57:10)
Sure. So this was at the time of the financial crisis, circa November 2008. Real estate’s always been a kind of sector that I’ve been interested in. I began my career in the real estate business working for my dad, actually arranging mortgages for real estate developers. So I have kind of deep ties and interest in the business and General Growth was the second-largest shopping mall company in the country. Simon Properties many people have heard of, General Growth was number two. They owned some of the best malls in the country. And at that time, people thought of shopping malls as these non disruptible things. Again, we talk about disruption. Malls have been disrupted in many ways and General Growth stock… General Growth the company, the CFO in particular was very aggressive in the way that he borrowed money. And he borrowed money from a kind of Wall Street, not long-term mortgages, but generally relatively short-term mortgages.

(00:58:05)
It was pretty aggressive. As the value went up, he would borrow more and more against the assets and that helped the short-term results of the business. The problem was during the financial crisis, the market for what’s called CMBS, commercial mortgage backed securities basically shut. And the company, because its debt was relatively short term, had a lot of big maturities coming up that they had no ability to refinance. And the market said, “Oh, my god, the lenders are going to foreclose and the shareholders going to get wiped, the company’s going to go bankrupt, they’re going to get wiped out.” The stock went from $63 a share to 34 cents. And there was a family, the Bucksbaum Family owned I think about 25% of the company, and they had a 5 billion of stock that was worth 25 billion or something by the time, we bought a stake in the business.

(00:58:50)
And what interested me was I thought the assets were worth substantially more than the liabilities. The company had 27 billion of debt and had a hundred million dollars value of the equity down from 20 billion. Okay? And one that sort of an interesting place to start with a stock down 99%. But the fundamental drivers, the mall business are occupancy. How occupied are the malls, occupancy was up year-on-year between ’07 and ’08. Interestingly, net operating income, which is kind of a measure of cash flow from the malls, that was up year-on-year. So kind of the underlying fundamentals were doing fine. The only problem they had is they had billions of dollars of debt that they had to repay, they couldn’t repay. And if you kind of examine the bankruptcy code, it’s precisely designed for a situation like this where it’s this resting place you can go to restructure your business.

(00:59:48)
Now the problem was that every other company that had gone bankrupt, the shareholders got wiped out. And so the market’s seeing every previous example, the shareholders get wiped out. The assumption is this stock is going to go to zero. But that’s not what the bankruptcy code says. What the bankruptcy code says is that the value gets portioned based on value. And if you could prove to a judge that there was the assets worth more than a liabilities, then the shareholders actually get to keep their investment in the company. And that was the bet we made. And so we stepped into the market and we bought 25% of the company in the open market for… We had to pay up. It started out at 34 cents, I think there were 300 million shares. So it was at a hundred million dollars value by the time we were done. We paid an average of… We paid 60 million for 25% of the business, so about $240 million for the equity of the company.

(01:00:38)
And then we had to get on the board to convince the directors the thing to do. And the board was in complete panic, didn’t know what to do, spending a ton of money on advisors. And I was a shareholder activist four years into Pershing Square, and no one had any idea what we were doing. They thought we were crazy. Every day we’d go into the market and we’d buy this penny stock and we’d file what’s called a 13D, every 1% increase in our stake. And people just thought we were crazy. We’re buying stock in a company that’s going to go bankrupt. “Bill, you’re going to lose all your money. Run.” And I said, “Well, wait, bankruptcy code says that if it’s more asset value than liabilities, we should be fine.” And the key moment, if you’re looking for fun moments is there’s a woman named Maddie Bucksbaum who’s from the Bucksbaum family.

(01:01:27)
And her cousin John was chairman of the board, CEO of the company. And as she calls me after we disclose our stake in the company, she’s like, “Bill Ackman, I’m really glad to see you here.” And I met her like… I don’t think it was a date, but I kind of met her in a social context when I was like 25 or something. And she said, “Look, I’m really glad to see you here and if there’s anything I can do to help you, call me.” I said, “Sure.” We kept trying to get on the board of the company. They wouldn’t invite us on, couldn’t really run a proxy contest, not with a company going bankrupt. And their advisors actually were Goldman Sachs…
Bill Ackman
(01:02:00)
… not with a company going bankrupt. And their advisors actually were Goldman Sachs and they’re like, “You don’t want the fox in the henhouse.” And they were listening to their advisors. I called Maddie up and I said, “Maddie, I need to get on the board of the company to help.” And she says, “You know what? I will call my cousin and I’ll get it done.” She calls back a few hours later, “You’ll be going onto the board.” I don’t know what she said because …
Lex Fridman
(01:02:23)
Well, she was convincing.
Bill Ackman
(01:02:25)
Next thing you know, I’m invited on the board of the company, and the board is talking about the old equity of general growth. Old equity is what you talk about, “The shareholders are getting wiped out.” I said, “No, no, no. This board represents the current equity of the company and I’m a major shareholder. John’s a major shareholder. There’s plenty of asset value here. This company should be able to be restructured for the benefit of shareholders.” And we led a restructuring for the benefit of shareholders, and it took, let’s say eight months. And the company emerged from Chapter 11. We made an incremental investment into the company, and the shareholders kept the vast majority of their investment. All the creditors got their face amount of their investment par plus accrued interest, and it was a great outcome. All the employees kept their jobs, the mall stayed open, there was no liquidation.

(01:03:14)
The bankruptcy system worked the way it should. I was in court all the time and the first meeting with the judge, the judge is like, “Look, this would never have happened were it not for a financial crisis.” And once the judge said that, I knew we were going to be fine, because the company had really not done anything fundamentally wrong, maybe a little too aggressive in how they borrowed money. And stock went from 34 cents to $31 a share. And actually fun little anecdote, we made a lot of people a lot of money who followed us into it. I got a lot of nice thank you notes, which you get on occasion in this business, believe it or not. And then one day I get a voicemail, this is when there was something called voicemail, probably a few years later. And it’s a guy with a very thick Jamaican accent leaving a message for Bill Ackman.

(01:04:01)
I return all my calls, called the guy back. I said, “Hi, it’s Bill Ackman. I’m just returning your call.” He says, “Oh, Mr. Ackman, thank you so much for calling me.” And I said, “Oh, how can I help?” He says, “I wanted to thank you.” I said, “What do you mean?” He said, “I saw you on CNBC a couple of years ago and you were talking about this general growth and the stock.” I said, “Where was the stock at the time?” He said, “It’s 60 cents or something like this. And I bought a lot of stock.” And I’m like, “Well, how much did you invest?” ” Oh, I invest all of my money in the company.” And he was a New York City taxi driver and he invested like $50,000 or something like this at 60 cents a share. And he was still holding it. And he went into retirement and he made 50 times his money. And those are the moments that you feel pretty good about investing.
Lex Fridman
(01:04:53)
What gave you confidence through that? Went to a penny stock, and I’m sure you were getting a lot of naysayers and people saying that, “This is crazy.”
Bill Ackman
(01:05:01)
It’s the same thing. You just do the work. We got a lot of pushback from our investors actually because we had never invested in a bankrupt company before. It’s a field called distressed investing, and they’re dedicated distressed investors and we weren’t considered one of them. “Bill, what are you doing? You don’t know anything about distressed investing. You don’t know anything about bankruptcy investing.” But I can read.
Lex Fridman
(01:05:23)
And you learned.
Bill Ackman
(01:05:24)
And I learned. And it sometimes is very helpful not to be a practitioner, an expert in something because you get used to the conventional wisdom. And so we just abstractly stepped back and look at the facts and it was just a really interesting setup for one of the best investments we ever made.
Lex Fridman
(01:05:43)
How hard is it to learn some of the legal aspects of this? Like you mentioned bankruptcy code. I imagine is very dense language and dense ideas and loopholes and all that kind of stuff. If you’re just stepping in and you’ve never done distressed investing, how hard is it to figure out?
Bill Ackman
(01:06:01)
It’s not that hard. No, it’s not that hard.
Lex Fridman
(01:06:04)
Okay.
Bill Ackman
(01:06:05)
I literally read a book on distressed investing. Ben Branch or something on distressed investing.
Lex Fridman
(01:06:11)
You were able to pick up the intuition from that. Just all the basic skills involved, the basic facts to know, all that kind of stuff?
Bill Ackman
(01:06:19)
Most of the world’s knowledge has already been written somewhere. You just got to read the right books. And also had great lawyers. Built up some great relationships. We work with Sullivan & Cromwell, and the lawyer there named Joe Schenker who I met earlier in my career. Pershing Square was actually my second act in the hedge fund business. I started a fund called Gotham Partners when I was 26. One of my early investments was a company called Rockefeller Center Properties that was heading for bankruptcy. And the lawyer on the other side representing Goldman Sachs was a guy named Joe Schenker. He was an obvious phone call because we had yet another real estate bankruptcy.

(01:06:54)
And that one we did very well, but I missed the big opportunity and I suffered severe psychological torture every time I walked by Rockefeller Center because we knew more about that property, anyone else, but I knew less about deal making and didn’t have the resources, and I was 28 years old or 27. And they hired a better lawyer than we did, and they outsmarted us on that one in a way. I said, “Okay, I’m going to go hire this guy the next time round.”
Lex Fridman
(01:07:23)
Okay. We’ll probably talk about Rockefeller Center and some failures, but first you said Fox in the henhouse, something that the board and the chairman were worried about. Why would they call you a fox? You keep saying activist investing, there’s nothing to worry about. It’s always good, mostly good. But that expression applied in this context, they were still worried about that.
Bill Ackman
(01:07:51)
Sure.
Lex Fridman
(01:07:51)
And so there’s a million questions here, but first of all, what is the process of getting on the board look like?
Bill Ackman
(01:07:59)
A board can always admit a member at any time in their discretion for a US company. Maybe there’s some jurisdiction where you need a shareholder vote, but in most cases a board can vote on any director that they want. If the board doesn’t invite you to the party, you have to apply to be a member in effect, and basically it’s the process of ultimately running a slate for a meeting where you propose a … Any shareholder can propose to be on a board of a company if they own a one share of stock in the business. And getting your name in the materials they sent to shareholders, those rules were written in a way that were very unfavorable and very difficult to get in the door.

(01:08:43)
And those rules have been changed very recently where the company now has to include really all the candidates and the materials they sent to shareholders and the shareholders pick the best ones. When we ran proxy contests in the past, that was not the case. And so you have to spend a lot of money, mostly mailing fees and all kinds of other legal and other expenses to let everyone know you’re running, like running a political campaign. And then you got to run around and meet with the big shareholders, fly around the country, explain your case to them, and then there’s a shareholder meeting. And if you get a majority of the votes, you get on.
Lex Fridman
(01:09:18)
What’s this proxy contest/battle idea, what’s the-
Bill Ackman
(01:09:23)
The battle comes when they don’t want you to get on. And a lot of that has to do with I would say, pride, normal human stuff. A lot of times a board of an underperforming company doesn’t want to admit that they’ve underperformed. And boards of directors 20 years ago when we started Pershing Square, were pretty cushy jobs. Sit on a board of a company, you play golf with the CEO at nice golf courses, you make a few hundred thousand dollars a year to go to four meetings. It was kind of a rubber stamp world where, at the end of the day, the CEO really ran the show. Once shareholders could actually dislodge board members and they could lose their seats, and that’s really the rise of shareholder activism, boards started taking their responsibilities much more seriously. Because directors are typically … in many cases, they’re retired CEOs. This is how they’re making a living in the later part of their career.

(01:10:20)
They’ll sit on four boards, they collect a million, a million and a half dollars a year in director’s fees. If they get thrown off the board by the shareholders, that’s embarrassing obviously and it affects their ability to get on other boards. Again, incentives, as I said earlier, drive all human behavior. The incentives of directors, they want to preserve their board seats. Now the directors on board serve in various roles. The most vulnerable ones are ones who, for example, chair a compensation committee. And if they put in a bad plan or they overpaid management, they’re subject to attack by shareholders. But these contests are not dissimilar to political contests, where there’s mudslinging and the other side puts out false information about you and you have to respond and they’re spending the shareholders’ money, so they have sort of unlimited resources. And you’re spending your and your investors’ money, when you’re a small firm, finite resources. They can outspend you, they can sue you, they can try to jigger the mechanics in such a way that you’re going to lose. There’s some unfortunate stuff that’s happened in the past, some manipulative stuff.
Lex Fridman
(01:11:24)
Also some stuff that’s public like in the press and all this kind of stuff?
Bill Ackman
(01:11:27)
Oh, of course. There’ll be articles about … In the dirty days where they would go through your trash and make sure that you’re not sleeping around and things like this. But that’s okay. I can survive extreme scrutiny because I’ve been through this for a long time.
Lex Fridman
(01:11:49)
You’re saying the fat and happy hens can get very wolf-like when the fox is trying to break in? Is this how we extend this metaphor?
Bill Ackman
(01:11:59)
Well, the fox is a threat to the hens.
Lex Fridman
(01:12:03)
But the charismatic fox just explained to me why the fox is good for everybody in the henhouse.
Bill Ackman
(01:12:10)
At the end of the day, it’s actually very good on a board to have someone … There are many examples over time and some handful of high profile ones where the board fought tooth and nail to keep the activists off the board. And then once the activists got on the board and they said, “This guy’s not so bad after all. The shareholders voted him on. He’s got some decent ideas and let’s all work together to have this work out.” And so there are very few cases where after the contest … And by the way, sometimes you have to replace the entire board. We’ve done that. But in most cases you got a couple of seats on the board, and it’s just you want to build a board comprised of diverse points of view. And that’s how you get to the truth.

Canadian Pacific Railway

Lex Fridman
(01:12:50)
What was the most dramatic battle for the board that you have been a part of?
Bill Ackman
(01:12:55)
The Canadian Pacific Proxy contest. Canadian Pacific was considered the most iconic company in Canada. It literally built the country because the rail that got built over Canada is what united the various provinces into a country. And then over time, because the railroad business is a pretty good business, they built a ton of hotels, they owned a lot of real estate, and it became this massive conglomerate, but it was horribly mismanaged for decades. By the time we got involved, it was by far the worst run railroad in North America. They had the lowest profit margins, they had the lowest growth rate. Every quarter management would make excuses, generally about the weather as to why they underperformed versus … And there there’s a direct competitor, a company called Canadian National, has a rail goes right across the country. And Canadian Pacific would constantly be complaining about the weather.

(01:13:48)
And basically same country, same regions, the tracks weren’t that far apart. But it was a really important company and being on this board was like an honorary thing. And everyone on the board was an icon of Canada. The chairman of the Royal Bank of Canada, the head of the most important privately held grain company, an important collection of big time Canadian executives. Here we were, this is probably about 13 years ago, and still maybe a 44-year-old from New York, not a Canadian basically saying, “This is the worst run railroad North America.” And we bought 12% of the railroad at a really low price and we brought with us to our first meeting, the greatest railroader ever, a guy named Hunter Harrison who had turned around Canadian National. We’re like, “Okay, we’ve got a great asset. We’ve got the greatest railroad CEO of all time. He’s come out of retirement to step in and run the railroad.” And we brought him to the first meeting and they wouldn’t even meet with him, and they certainly weren’t going to consider hiring him. And that led us to a proxy contest.
Lex Fridman
(01:15:01)
And this is where the engine starts churning to figure out how this contest can be won. What’s involved?
Bill Ackman
(01:15:11)
Well the key is we had to one come up with a group of directors who would be willing to step into a battle. And we didn’t want a bunch of New York directors or even American directors, we wanted Canadians. The problem was this was the most iconic company in Canada and we wanted high profile people. We talked to all the high profile people in Canada. Every one of them would say, “Bill, you’re entirely right. This thing is the worst run railroad. It needs to be fixed. But I see John at the club. I see him at the Toronto Club. I can’t do this, but you’re totally right.” And that was the concern because you have to file your materials by a certain day, you got to put together a slate. We needed a big slate because we knew that we had to replace basically all the directors.

(01:15:53)
And then I spoke to a guy who was one of the wealthiest guys in Canada who was on the board at one point in time. And he said, “Bill, I have an idea for you. There’s this woman, Rebecca McDonald, why don’t you give her a call?” And I called Rebecca and she was the first woman to take a company public in Canada as CEO. And she was an anti-establishment, not afraid to take on anything kind of person. And I called her, we had a great conversation and she was in the Dominican Republic at her house and I flew down to see her and she said, “Yeah, I’m all in.” And actually, once we got her, that enabled us to get others. And then we put together our slate and we had some pretty interesting dialogue with the company. They tried to embarrass us all the time.
Lex Fridman
(01:16:42)
In the press publicly? What are talking about?
Bill Ackman
(01:16:44)
Press publicly. At one point I wrote an email saying, “Look, let’s come to peace on this thing, but if we don’t, you’re really forcing my hand and we’re going to have to rent the largest hall in Toronto and invite all the shareholders and it’s going to be embarrassing for management.” And I made reference to some nuclear winter, “Let’s not have it be a nuclear winter.” And they thought they’d embarrass me by releasing the email, but it only inspired us. And we rented the largest hall in Canada and we put up a presentation walking through, “Here’s Canadian National. Here’s Canadian Pacific. Here’s what they said. Here’s what they did.” And then we had Hunter get up who was this incredibly charismatic guy from Tennessee. He’s like a lion, incredibly deep voice, unbelievable track record, incredibly respected guy. It’s like getting Michael Jordan to come out of retirement and come run the company.

(01:17:38)
And Hunter was incredible, and Paul Lau, other members of my team were super engaged. And Canadians are known to be nice, so one of the problems we had is shareholders would never tell management or the board that they were losing. It was not until the night before the meeting when the vote came in, that management realized that they lost. We got 99% of the vote. And they begged us to take a deal. They said, “Look, we’ll resign tonight so that we don’t have to come to the meeting tomorrow.” That’s how embarrassed they were. But that was kind of an interesting one.
Lex Fridman
(01:18:14)
In both this proxy battle and the company itself, this was one of your more successful investments?
Bill Ackman
(01:18:21)
It was. The stock’s up about 10 times and it’s an industrial company. It’s a railroad. It’s not Google. So it’s a great story. And the company’s now run by a guy named Keith Creel. And Keith was Hunter’s protege, and in many ways he’s actually better than Hunter. He’s doing an incredible job. And the sad part here is we did very well, we tripled our money over several years and then I went through a very challenging period because of a couple of bad investments, and we had to sell our Canadian Pacific to raise capital to pay for investors who are leaving. But we had another opportunity to buy it back in the last couple of years. And so we’re now again a major owner of the company. But had we held onto original stock, it would’ve been epic, if you will.
Lex Fridman
(01:19:11)
On this one, you were right.
Bill Ackman
(01:19:13)
Yes.
Lex Fridman
(01:19:14)
And I read an article about you, and there’s many articles about you. I read an article that said, Bill is often right, but you approach it with a scorched earth approach that can often do damage.
Bill Ackman
(01:19:30)
I haven’t read the often right article, but the good news is we are often right, and I say we because we’re a team, a small team, but fortunately a very successful one. Our batting average as investors is extremely high. And the good news is our record’s totally public. You can see everything we’ve ever done. But the press doesn’t generally write about the success stories, they write about the failures. And so we’ve had some epic failures, big losses. The good news is they’ve been a tiny minority of the cases now. No one likes to lose money. It’s even worse to lose other people’s money. And I’ve done that occasionally. The good news is if you’ve stuck with us, you’ve done very well over a long time.

OpenAI

Lex Fridman
(01:20:13)
On a small tangent since we were talking about boards. Did you get a chance to see what happened with the OpenAI board? Because I’m talking to Sam Altman soon. Is there any insight you have, just maybe lessons you draw from these kinds of events, especially with an AI technology company, such dramatic things happening?
Bill Ackman
(01:20:34)
Yeah, that was an incredible story. Look, governance really matters, and the governance structure of OpenAI, I think leaves something to be desired. I think Sam’s point was, and maybe Elon Musk’s point originally set up as a nonprofit. And it reminds me actually, I invested in a nonprofit run by a former Facebook founder where he was going to create a Facebook-like entity for nonprofits to promote goodness in the world. And the problem was he couldn’t hire the talent he wanted because he couldn’t grant stock options, he couldn’t pay market salaries. And ultimately he ended up selling the business to a for-profit.

(01:21:14)
It taught me for-profit solutions to problems are much better than nonprofits. And here you had kind of a blend. It was set up as a nonprofit, but I think they found the same thing. They couldn’t hire the talent they wanted without having a for-profit subsidiary. But the nonprofit entity, as I understand it, owns a big chunk of OpenAI, and the investors own a capped interest where their upside is capped and they don’t have representation on the board. And I think that was a setup for a problem, and that’s clearly what happened here.
Lex Fridman
(01:21:49)
And there’s, I guess some kind of complexity in the governance. Because of this nonprofit and cap profit thing, it seems like there’s a bunch of complexity and non-standard aspects to it that perhaps also contributed to the problem?
Bill Ackman
(01:22:08)
Yeah. Governance really matters. Boards of directors really matter. Giving the shareholders the right to have input at least once a year on the structure of the governance of companies is really important. And private venture backed boards are also not ideal. I’m an active investor in ventures, and there are some complicated issues that emerge in private and venture stage companies where board members have somewhat divergent incentives from the long-term owners of a business. And what you see a lot in venture boards is they’re presided over generally by venture capital investors who are big investors in the company. And oftentimes it’s more important to them to have the public perception that they’re good directors so they get the next best deal. If they have a reputation for taking on management too aggressively, word will get out in the small community of founders and they’ll miss the next Google. And so their interests are not just in that particular company. That’s also one of the problems. Again, it all comes back to incentives.
Lex Fridman
(01:23:21)
Can you explain to me the difference venture backed VCs and shareholders? This means before the company goes public?
Bill Ackman
(01:23:29)
Yeah. Private venture backed companies, the boards tend to be very small. It could be a handful of the venture investors and management. They’re often very rarely independent directors. It’s just not an ideal structure.
Lex Fridman
(01:23:43)
Oh, I see. You want independent?
Bill Ackman
(01:23:45)
It’s beneficial to have people who have an economic interest in the business and they care only about the success of that company, as opposed to someone who … If you think about the venture business, getting into the best deals is more important than any one deal. And you see cases where the boards go along with, in some cases, bad behavior on the part of management because they want a reputation for being a founder friendly director. That’s kind of problematic. You don’t have the same issue in public company boards.
Lex Fridman
(01:24:16)
We talked about some of the big wins and your a track record, but you said there were some big losses. What’s the biggest loss of your career?

Biggest loss and lowest point

Bill Ackman
(01:24:27)
Biggest loss in my career is a company called Valiant Pharmaceuticals. We made an investment in business that didn’t meet our core principles. The problem in the pharmaceutical industry, and there are many problems as I’ve learned, is it’s a very volatile business. It’s based on drug discovery. It’s based on predicting the future revenues of a drug before it goes off patent. Lots of complexities. And we thought we had found a pharmaceutical company we could own because of a very unusual founder in the way he approached this business. It was a company where another activist was on the board of directors of the company and governing and overseeing the day-to-day decisions, and we ended up making a passive investment in the company. And up until this point in time, we really didn’t make passive investments, and the company made a series of decisions that were disastrous and then we stepped in to try to solve the problem. It was the first time I ever joined a board, and the mess was much larger than I realized from the outside and then I was kind of stuck. And it was very much a confidence sensitive strategy because they built their business by acquiring pharmaceutical assets, and they often issued stock when they acquired targets. Once the market lost confidence in management, the stock price got crushed and it impaired their ability to continue to acquire low cost drugs. And we lost $4 billion.
Lex Fridman
(01:25:49)
$4 billion.
Bill Ackman
(01:25:51)
How’s that for a big loss? That’s up there.
Lex Fridman
(01:25:55)
I’m sweating this whole conversation, both the wins and the losses and the stakes involved.
Bill Ackman
(01:25:59)
And by the way, that loss catalyzed other, what I call mark to market losses. Very high profile, huge number, disastrous press. Then people said, “Okay, Bill’s going to go out of business, so we’re going to bet against everything he’s doing. And we know his entire portfolio because we only own 10 things.” And we were short a company called Herbalife. Very famously, we’ve only really shorted two companies. The first one, there’s a book, the second one, there’s a movie. We no longer short companies. People pushed up the price of Herbalife, which when you’re a short seller, that’s catastrophic. I can explain that.

(01:26:39)
And then they also shorted the other stocks that we owned. And so that Valiant loss led to an overall more than 30% loss in the value of our portfolio. The Valiant loss was real and was crystallized. We ended up selling the position taking that loss. Most of the other losses were what I would call mark to market losses that were temporary. But many people go out of business because as I mentioned before, large move in a price, if investors are redeeming or you have leverage can put you out of business. And if people assumed if we got put out of business, we’d have to sell everything or cover our short position, and that would make the losses even worse. Wall Street is kind of ruthless.
Lex Fridman
(01:27:17)
They can make money off of that whole thing?
Bill Ackman
(01:27:19)
Absolutely.
Lex Fridman
(01:27:20)
They used the opportunity of Valiant to try to destroy you reputation, financially, and then capitalize and make money off of that?
Bill Ackman
(01:27:29)
Yes.
Lex Fridman
(01:27:29)
Wow, that’s a terrifying spot to be in. What was it like going through that?
Bill Ackman
(01:27:34)
I was pretty grim. It’s actually much worse than that because I had a lot of stuff going on personally as well, and these things tend to be correlated. The Valiant mistake came at a time where I was contemplating my marriage. The problem with the hedge fund business is when you get to a certain scale, the CEO becomes like the chief marketing officer of the business, and I’m really an investor as opposed to a marketing guy. But when you have investors who give you a few hundred million dollars, they want to see you once a year, “Bill, I’d love to see you for an hour.” But if you’ve got a couple hundred of those, you find yourself on a plane to the Middle East, to Asia, flying around the country. This is pre Zoom, and that takes you away from the investment process.

(01:28:20)
You have to delegate more. That was a contributor to the Valiant mistake. Now we lose a ton of money on Valiant. My ex-wife and I were talking about separating, getting divorced. I put that on hold because I didn’t want to make a decision in the middle of this crisis, and things just kept getting worse. We were also sued. When you lose a lot of money … we didn’t get sued by our investors, but we got sued by a shareholder because when the stock price goes down, shareholders sue. We’d done nothing wrong other than make a big mistake. So you have litigation, your investors are taking their money out. I’m in the middle of a divorce. The divorce starts to proceed. My ex-wife’s lawyer’s expectations of what my net worth was was about three times what it actually was, and it was going lower right in the middle of this. And I remember the lawyer saying, “Look, Bill, we’ve estimate your net worth at X, but don’t worry, we only want a third.” But X was 3X, so a third was 100%.

(01:29:25)
And then I had litigation. And actually never before publicly disclosed, and I’ll share it with you now. We had a public company that owned about a third of our portfolio that was call it, our version of Berkshire Hathaway. I tried to learn from Mr. Buffet over time, and it was so to speak, permanent capital. The problem with hedge funds is people can take their money out every quarter. What Buffet has is a company where if people want to take their money out, they sell the stock, but the money stays. We set up a similar structure in October of 2014, and then a year later, Valiant happens, and then a year later we’re in the middle of the mess and we’re still in the mess. By mid 2017, we’ve got litigation underway, and another activist investor, a firm called Elliot Associates, which is run by a guy named Paul Singer, took a big position in our public company that was the bulk of our capital, and they shorted all the stocks that we owned.

(01:30:27)
And they probably went long the short that we were short, and they were making a bet that we’d be forced to liquidate and then they would make money on … Our public company was trading at a discount to what all the securities were worth. They bought the public company, they shorted the securities, and then they came to see us to try to be activists and force us to liquidate and that sort of-
Lex Fridman
(01:30:53)
Wow.
Bill Ackman
(01:30:56)
I envisioned an end where the divorce takes all of my resources, the permanent capital vehicle ends up getting liquidated, and another activist in my industry puts me out of business. And I had met Neri Oxman right around this time, and I’d fallen completely in love with her. And I was envisioning a world where I was bankrupt, a judge found me guilty of whatever, he sends me off to jail … of course not that judge because he was a civil judge, but another judge sues the SEC, Department of Justice, and I find myself in this incredible mess. And I decided I didn’t want things to end that way.

(01:31:34)
I did something I’d never done before. I talked about it before about that you don’t borrow money, but I borrowed money and I borrowed $300 million from JP Morgan in the middle of this mess. And I give JP Morgan enormous credit in seeing through it. And also I had been a good client over a long period of time, and it’s like it’s a handshake bank and they bet that I would succeed. And I took that money to buy enough stock in my public company that I could prevent an activist from taking over and I could effectively buy control of our little public company.

(01:32:09)
And I got that done, and that I knew was the moment, the turning point. And I resolved my divorce, and divorces get easier to resolve when things are going badly. I was able to resolve that. We settled the litigation. I was buying blocks of our stock in the market. I remember a day I bought a big block of stock in the market, and I get a call from Gordon Singer, who is Paul Singer’s son, who runs their London part of their business. And he’s like, “Bill, was that you buying that block?” I said, “Yes.” And he’s like, “Fuck.”
Lex Fridman
(01:32:39)
So he knew-
Bill Ackman
(01:32:40)
He knew that once I got that they were not going to be able to succeed, and they went away. And that was the bottom. And that we’ve had an incredible run since then.
Lex Fridman
(01:32:51)
And then you were able to protect your reputation from the Valiant failure still?
Bill Ackman
(01:32:57)
This is a business where you’re going to make some mistakes. It was a big one. It was very reputationally damaging. The press-
Bill Ackman
(01:33:00)
… was a big one. It was very reputationally damaging. The press was a total disaster, but I’m not a quitter. And actually the key moments for us, we’d never taken our core investment principles and actually really written them down, something we talked about at meetings, kind of our investment team meetings. I had a member of the team, I said, “Look, go find a big piece of granite and a chisel and let’s take those core principles. I want them Moses’ 10 Commandments. Okay, we’re going to chisel them and then we’re going to put it up on the wall.” And once we produce those, we put one on everyone’s desk. I said, “Look, if we ever again veer from the core principles, hit me with a baseball bat.” And that was the bottom. And ever since then, we’ve had the best six years in the history of the firm.
Lex Fridman
(01:33:45)
So refocus on the fundamentals. That’s a hell of a story.
Bill Ackman
(01:33:49)
And love helps. Love helps. I literally met Neri at the absolute bottom. Our first date was September 7th of 2017. That was very close to the bottom. Actually, there’s one other element to the story. So this went on for a few months after I met her. The other element is that one day I got a call from Neri. She’s like, “Bill, guess what?” I’m like, “What?” “Brad Pitt is coming to the Media Lab. He wants to see my work.” I’m like, “That’s beautiful, sweetheart. I didn’t know Brad Pitt was interested in your work.”
Lex Fridman
(01:34:17)
As a man, that’s a difficult phone call to take.
Bill Ackman
(01:34:19)
And apparently he’s really interested in architecture. I’m like, “Okay.” Now, Neri and I were like, we would WhatsApp all day every day, we talk throughout the day. Brad Pitt shows up at the Media Lab at 10 o’clock. I talk to her in the morning. I kind of text her to see how things are going, don’t hear back. And on WhatsApp, you can see whether the other person’s read it or not.
Lex Fridman
(01:34:41)
Yeah, yeah, yeah, yeah.
Bill Ackman
(01:34:42)
Okay, no response. A couple of hours later, send her another text, no response. Six o’clock, no response. Eight o’clock, no response, 10 o’clock, no response. And she finally calls me at 10:30 and tells me how great Brad Pitt is. So I had this scenario, okay, a judge is going to find me. We’re going to lose to the judge. All my assets will disappear. And then Brad Pitt’s going to take my girlfriend. [inaudible 01:35:09].
Lex Fridman
(01:35:08)
Yeah, Brad Pitt’s your competition. This is great.
Bill Ackman
(01:35:11)
So it was like a moment. That was sort of the bottom. And then sort of the motivational thing. I didn’t want to lose to an activist, didn’t want to lose my girl to some other guy.
Lex Fridman
(01:35:22)
Brad Pitt, and you emerged from all of that, the winner on all fronts.
Bill Ackman
(01:35:27)
I’m a very fortunate guy, very fortunate and lucky.
Lex Fridman
(01:35:31)
You talked about some of the technical aspects of that, but psychologically, what are you doing at night by yourself?
Bill Ackman
(01:35:39)
That was a hard time, hard time because I was separated from my wife and my kids. I was living in not the greatest apartment. I had a beautiful home. And so I had to go find a bachelor place and I didn’t want to be away from my kids. I moved 10 blocks away and I wasn’t seeing them and they didn’t like it. So I ended up buying an apartment I didn’t like in the same building as my kids with a different entrance so I could be near them. But I was home alone. I got a dog that was Babar. We call him Babar, not the elephant. He’s a black Labradoodle.
Lex Fridman
(01:36:16)
Nice.
Bill Ackman
(01:36:17)
He was supposed to be a mini, but he’s not so as mini. But I got him at six weeks old and he would keep me company. And I started meditating actually. And a friend recommended TM. And I would meditate 20 minutes in the morning, 20 minutes in the evening. And I also a big believer in exercise and weightlifting and I play tennis. And I had been… This is not my first proximity to disaster. I had another moment in my career, like 2002, and I learned this method for dealing with these kind of moments, which is you just make a little progress every day. So today, I’m going to wake up, I’m going to make progress. I’ll make progress in the litigation, I’ll make progress in the portfolio. I’ll make progress with my life. And progress compounds a bit like money compounds. You don’t see a lot of progress in the first few weeks, but 30 days in like, oh, okay. You can’t look up at the mountaintop where you used to be because then you’ll give up.

(01:37:21)
But you just, okay, just make step by step by step. And then 90 days in you’re like, okay, I was way down there. Okay, the mountain. Okay, I don’t look up. Just keep making progress, progress, progress and progress really does compound. And one day you wake up and like, wow, it’s amazing how far I’ve come.

(01:37:39)
And if you look at a chart of Pershing Square, our company, you can see the absolute bottom. You can see where we were, you can see the drop and you can see where we are now. And that huge drop that felt like a complete unbelievable disaster looks like a little bump on the curve. And it really gives you perspective on these things. You just have to power through. And I think the key is, I’ve always been fortunate from a mental health point of view and nutrition, sleep, exercise, and a little progress every day. That’s it. And good friends and family. I had go take a walk with a friend every night and a sister who loves me and parents who were supportive, but they were all worried about their son, their brother. It was a moment.

(01:38:34)
And also, by the way, the other thing to think about is when you recover from something like this, you really appreciate it. And also as much of the media loves when some successful person falls, they love writing the story of success, they love even more the story of failure. But when you recover from that, it’s kind of like the American story. America, you think of the great entrepreneurs and how many failures they had before they succeeded. How many rocket launches did SpaceX have explode on the pad? And then you look at success. I mean, that’s why Musk is so admired.

Herbalife and Carl Icahn

Lex Fridman
(01:39:14)
You mentioned Herbalife. Can you take me through the saga of that? It’s historic.
Bill Ackman
(01:39:22)
So we at Pershing Square short a very few stocks. And the reason for that is short selling is just inherently treacherous. So if you buy a stock, it’s called going long. You’re buying something, your worst case scenario is you lose your whole investment. You buy a stock for 100, it goes to zero, you lose $100 per share. You buy one share, you lose 100. You short a stock at 100. What it means is you borrow the security from someone else. The analogy I gave that made it easy for people to understand, it’s a bit like you think silver coins are going to go down in value, and you have a friend who’s got a whole pile of these 1880 silver US dollars, and you think they’re going to go down in value, and say, “Hey, can I borrow 10 of those dollars from you?”

(01:40:06)
He’s like, “Sure, but what are you going to pay me to borrow them?” I’m like, “I’ll pay you interest on the value of the dollars today.” So you borrow the dollars that are worth $100 each today, you pay them interest while you’re borrowing them, and then you go sell them in the market for $100. That’s what they’re worth. And then they go down in price to 50. You go back in, you buy the silver dollars back at $50 and you give them back to your friend. Your friend is fine. You borrowed 10, you gave him the 10 back and he got interest. In the meantime, he’s happy. He made money on his coin collection. You, however, made $50 times the 10 coins, you made 500 bucks. That’s pretty good. The problem with that is what if you sell them and they go from 100 to 1000, now you’re going to have to go buy them back and you got to pay whatever, $10,000 to buy back coins that you sold for 500.

(01:40:57)
You’re going to lose $9,500. And there’s no limit to how high a stock price can go. Companies go to $3 trillion in value. Tesla, a lot of people shorted Tesla saying, oh, it’s overvalued. He’s never going to be able to make a successful electric car. Well, I’m sure the people went bankrupt shorting Tesla. That’s why we didn’t short stocks. But I was presented with this actually a reporter that covered the other short investment we made early in the career, a company called MBIA, came to me and said, “Bill, I found this incredible company. You got to take a look at it. It’s a total fraud and they’re scamming poor people.”
Lex Fridman
(01:41:30)
And we should say that MBIA was a very successful short.
Bill Ackman
(01:41:33)
It was a big part of it was that we used a different kind of instrument to short it where we reversed that sort of… we made the investment asymmetric in our favor, meaning put up a small amount of money, if it works, we make a fortune. Whereas, short selling is you kind of sell something and you have to buy it back at a higher price. Herbalife didn’t have the, what’s called credit default swaps that you purchase. Not a big enough company. It didn’t have enough debt outstanding to be able to implement it. You had to short the stock in order to make it as successful, to bet against the company. And the more work I did in the company, the more I was like, oh, my God, this thing’s an incredible scam. They purport to sell weight loss shakes, but in reality, they’re selling kind a fake business plan.

(01:42:15)
And the people that adopt it lose money and they go after poor people. They go after, actually in many cases, undocumented immigrants who are pitched on the American Dream opportunity. And because they have few other options because they can’t get legal employment, they become Herbalife distributors. And it’s a business where you, so-called multi-level marketing. Multi-level marketing is sort of the name for a legitimate company like this. Or it’s a pyramid scheme where basically your sales are really only coming from people you convince to buy the product by getting them into the business. That’s precisely what this company is. And like, okay, shorting a pyramid scheme seems like, one, we’ll make a bunch of money, but two, the world will be behind us because they’re harming poor people. Regulators will get interested in a company like this. And we said, the FTC is going to shut this thing down.

(01:43:09)
And we did a ton of work and I gave this sort of epic presentation laying out all the facts, stock got completely crushed, and we were on our way. And the government actually got interested early on, launched an investigation pretty early, SEC and otherwise. But then a guy named Carl Icahn showed up, and we have a little bit of a backstory, but his motivations here were not really principally driven by thinking Herbalife was a good company. He thought it was a good way to hurt me. So he basically bought a bunch of stock and said it was a really great company, and Carl, at least at the time, threw his weight around a bit. He was a credible investor, had a lot of resources, and that began the saga.
Lex Fridman
(01:43:57)
So he was, we should say, a legendary investor himself.
Bill Ackman
(01:44:03)
I’d say legendary in a sense. Yes, for sure. An iconic…
Lex Fridman
(01:44:06)
Iconic.
Bill Ackman
(01:44:07)
… Carl Icahn.
Lex Fridman
(01:44:08)
Oh, that’s very well done.
Bill Ackman
(01:44:09)
Yeah, so definitely a iconic investor.
Lex Fridman
(01:44:11)
So what was the backstory between the two of you?
Bill Ackman
(01:44:15)
So I mentioned that I had another period of time where significant business challenges… This was my first fund called Gotham Partners. And we had a court stop a transaction between a private company we owned and a public company. It’s another long story if you want to go there.
Lex Fridman
(01:44:29)
I would love to hear it as well.
Bill Ackman
(01:44:32)
But it was really my deciding to wind up my former fund. And we owned a big stake in a company called Hallwood Realty Partners, which was a company that owned real estate assets and it was worth a lot more than where it was trading, but it needed an activist to really unlock the value. And we were in fact of going out of business and didn’t have the time or the resources to pursue it. So I sold it to Carl Icahn, and I sold it to him at a premium to where the stock was trading. I think the stock was like 66. I sold it to him for 80, but it was worth about 150. And I said, look… And part of the deal was Carl’s like, look, I’ll give you schmuck insurance. I’ll make you sure you don’t look bad. And I had another deal at a higher price without schmuck insurance, but a deal with Carl at a lower price with schmuck insurance.

(01:45:16)
And the way the schmuck insurance went, he said, “Look, Bill, if I sell the stock in the next three years for a higher price, I’ll give you 50% of my profit.” That’s a pretty good deal. So we made that deal, and because I was dealing with Carl Icahn who had a reputation for being difficult, I was very focused on the agreement and we didn’t want him to be able to be cute. So the agreement said, if he sells or otherwise transfers his shares. And we came up with a definition to include every version of sell, okay, because it’s Carl. Well, he then buys the stake and then makes a bid for the company and plan is for him to get the company. And he bids like 120 a share, and the company hires Morgan Stanley to sell itself, and he raises bid to 125 and then 130, and eventually gets sold, I don’t remember the exact price, let’s say $145 a share.

(01:46:16)
And Carl’s not the winning bidder, and he sells his stock or he loses or transfers his shares for $145 a share. So he owes actually our investors the difference between 145 and 80 times 50%. And I had… Lawyers never like you to put a arithmetic example. I put a formula out of a math book in the documents so there can be no confusion. It was only an eight page, really simple agreement. So the deal closes and he’s supposed to pay us in two business days or three business days. I wait a few business days, no money comes in. I call Carl. I’m like, “Carl, congratulations on the Hallwood Realty.” “Thanks Bill.” I said, “Carl, just I want to remind you, I know it’s been a few years, but we have this agreement. Remember the schmuck insurance?” He’s like, “Yeah.” And I said, “Well, you owe us our schmuck insurance.”

(01:47:08)
He said, “What do you mean? I didn’t sell my shares.” And I said, “Do you still have the shares?” He says, “No.” I said, “What happened to them?” “Well, the company did a merger for cash and they took away my shares, but I didn’t sell them. Do you understand what happened?” And I said, “Carl, I’m going to have to sue you.” He said, “Sue me. I’m going to sue you,” he says.

(01:47:33)
So I sued him and the legal system in America can take some time. And what he would do is we sued and then we won in the whatever New York Supreme Court, and then he appealed, and you can appeal six months after the case. He waited till the 179th day, and then he would appeal. And then we fought at the next level, and then he would appeal. And he appealed all the way to the Supreme Court. Of course, the Supreme Court wouldn’t take the case. It took years. Now, as part of our agreement, we got 9% interest on the money that he owed us. So I viewed it as my Carl Icahn money market account with a much higher interest rate. And eventually I won.
Lex Fridman
(01:48:12)
What was the amount? Just-
Bill Ackman
(01:48:13)
Tiny. Now it was material to my investors. So my first fund, I wound it down, but I wanted to maximize everything for my investors. These are the people who backed me at 26 years old. I was right out of business school and no experience, and they supported me. So I’m going to go to the end of the earth for them. And four and a half million relative to our fund at the end was maybe 400 million. So it wasn’t a huge number, but it was a big percentage of what was left after I sold our liquid securities. So I was fighting for it. So we got four and a half million plus interest for eight years or something. That’s how long the litigation took. So we got about double. So he owed me $9 million, which to Carl Icahn, who had probably a $20 billion net worth. At the time, this was nothing. But to me, it was like, okay, this is my investor’s money. I’m going to get it back. And so eventually we won. Eventually he paid, and then he called me and he said, “Bill, congratulations. Now we can be friends and we can do some investing together.” I’m like, “Carl, fuck you.”
Lex Fridman
(01:49:18)
You actually said fuck you?
Bill Ackman
(01:49:19)
Yes. And I’m not that kind of person generally, but he made eight years to pay me, not me, even me, my investors money they owed. So yeah. So he probably didn’t like that. So he kind of hung around in the weeds waiting for an opportunity. And then from there I started purging. We had a kind straight line up. We were up. The first 12 years, we could do nothing wrong. Then Valeant, Herbalife, he sees an opportunity and he buys the stock. He figures he’s going to run me off the road. And so that was the beginning of that. And the moment, and I think it’s, I’m told by CNBC, it’s the most watched segment in business television history. They’re interviewing me about the Herbalife investment on CNBC, and then Carl Icahn calls into the show and we have kind of a interesting conversation where he calls me all kinds of names and stuff. So it was a moment. It was a moment in my life.
Lex Fridman
(01:50:20)
It wasn’t public information that he was long on Herbalife?
Bill Ackman
(01:50:24)
He didn’t yet disclose he had a stake. But he was just telling me how stupid I was to be short at this company.
Lex Fridman
(01:50:30)
So for him, it wasn’t about the fundamentals of the company, it was just personal?
Bill Ackman
(01:50:36)
100%.
Lex Fridman
(01:50:37)
Is there part of you that regrets saying fuck you on that phone call to Carl Icahn?
Bill Ackman
(01:50:44)
No. I generally have no regrets because I’m very happy with where I am now. And I feel like it’s a bit like you step on the butterfly in the forest and the world changes because every action has a reaction. If you’re happy with who you are, where you are in life, every decision you’ve made, good or bad over the course of your life, got you to precisely where you are. I wouldn’t change anything.
Lex Fridman
(01:51:10)
He said, you lost money on Herbalife. So he did the long-term battle.
Bill Ackman
(01:51:16)
What he did is he got on the board of the company and used the company’s financial resources plus his stake in the business to squeeze us. And a squeeze in short selling is where you restrict the supply of the securities so that there’s a scarcity, and then you encourage people to buy the stock and you drive the stock up. And as I explained before, you short those coins at 10, they go to 100, you can lose, theoretically, an unlimited amount of money. And that’s scary. That’s why we don’t short stocks. That’s why I didn’t short stocks before this, but this was… Unfortunately, I had to have the personal lesson.
Lex Fridman
(01:51:53)
So how much was for him personal versus part of the game of investing?
Bill Ackman
(01:51:59)
Well, he thought he could make money doing this. He wouldn’t have done it if he did otherwise. He thought his bully pulpit, his ability to create a short squeeze, his control over the company would enable him to achieve this. And he made a billion, we lost a billion.
Lex Fridman
(01:52:14)
So you think it was a financial decision not a personal?
Bill Ackman
(01:52:16)
It was a personal decision to pursue it, but he was waiting for an opportunity where he could make money at our expense, and it was kind of a brilliant opportunity for him. Now, the irony is… Well, first of all, the FTC found a few interesting facts. So one, the government launched an investigation. They ended up settling with the company, and the company paid $220 million in fines.

(01:52:36)
I met a professor from Berkeley a couple of years ago who told me that he had been hired by the government as their expert on Herbalife, and he got access to all their data, was able to prove that they’re a pyramid scheme. But the government ultimately settled with Carl because they were afraid they could possibly lose in court. So they settled with him. But if you look at the stock, if we’d been able to stay short the entire time, we would’ve made a bunch of money because the stock had a $6 billion market cap, and we shorted it. Today as probably a billion, a billion and a half.
Lex Fridman
(01:53:08)
So you left the short or whatever that’s called…?
Bill Ackman
(01:53:11)
We covered, we closed it out. When we sold Valeant, we covered Herbalife. That was the resetting moment for the firm because it would just, psychologically… And the beauty of investing is you don’t need to make it back the way you lost it. You can just take your loss. By the way, losses are valuable and that the government allows you to take a tax loss and that can shelter other gains. And we just refocused.
Lex Fridman
(01:53:35)
Can you say one thing you really like about Carl Icahn and one thing you really don’t like about him?
Bill Ackman
(01:53:40)
Sure. So he’s a very charming guy. So in the midst of all this, at the Hallwood one, he took me out for dinner to his favorite Italian restaurant.
Lex Fridman
(01:53:51)
Really?
Bill Ackman
(01:53:52)
Yeah. We’re in the middle of the litigation to see if he could resolve it, and he offered 10 million to my favorite charity. The problem was that it wasn’t my money, it was my investor’s money. So I couldn’t settle with him on that basis, but I had the chance to spend real time with him at dinner. He’s funny, he’s charismatic, he’s got incredible stories. And actually I made peace with him over time. We had a little hug out on CNBC, even had him to my house, believe it or not. I hosted something called the Finance Cup, which is a tennis tournament between people in finance in Europe and the US. And we had the event at my house and one guy thought to invite Carl Icahn. And so we had Carl Icahn there to present awards. And again, I have to say, I kind of like the guy, but I didn’t like him much during this.
Lex Fridman
(01:54:47)
Because at least from the outsider perspective, there’s a bit of a personal vengeance here or anger can build up. Do you ever worry the personal attacks between powerful investors can cloud your judgment of what is the right financial decision?
Bill Ackman
(01:55:04)
I think it’s possible, but again, I try to be extremely economically rational. And actually the last seven years have been quite peaceful. I really have not been an activist in the old form for many years. And the vast majority of even our activist investments historically were very polite, respectful cases. The press, of course, focuses on the more interesting ones. Like Chipotle was one of the best investments we ever made. We got four of eight board seats and we worked with management and it was a great outcome. I don’t think there’s ever been a story about it. And the stock’s up almost 10 times from the time we hired Brian Nichols as CEO. But it’s not interesting because there was no battle. Whereas, Herbalife, of course, was like an epic battle, even Canadian Pacific. So for a period there, most people when they meet me in person, they’re like, “Wow, bill, you seem like a really nice guy. But I thought…” But things have been pretty calm for the last seven years.

Oct 7

Lex Fridman
(01:56:03)
Of course, there’s more than just the investing that your life is about, especially recently. Let me just ask you about what’s going on in the world. First, what was your reaction and what is your reaction and thoughts with respect to the October 7th attacks by Hamas on Israel?
Bill Ackman
(01:56:27)
It’s a sad world that we live in. That, one, we have terrorists, and two, that we could have such barbaric terrorism. And just a reminder of that.
Lex Fridman
(01:56:38)
So there’s several things I can ask here. First, on your views on the prospects of the Middle East, but also on the reaction to this war in the United States, especially on university campuses. So first, let me just ask, you’ve said that you’re pro-Palestinian. Can you explain what you mean by that?
Bill Ackman
(01:57:00)
With all of my posts about Israel, I’m obviously very supportive of the country of Israel, Israel’s right to exist, Israel’s right to defend itself. My Arab friends, my Palestinian friends were kind of saying, “Hey Bill, where are you? What about Palestinian lives?” And I was pretty early in my life, a guy named Marty Peretz, who’s been important to me over the course of my life, a professor or first investor in my fund, introduced me to Neri, asked me when I was right out of school to join this nonprofit called the Jerusalem Foundation, which was a charitable foundation that supported Teddy Kollek when he was mayor of Jerusalem. I ended up becoming the youngest chairman of the Jerusalem Foundation in my 30s. And I spent some time in Israel, and the early philanthropic stuff I did with the Jerusalem Foundation, the thing I was most interested in was kind of the plight to the Palestinians and kind of peaceful coexistence.

(01:57:58)
And so I had kind of an early kind of perspective, and as chairman of the Jerusalem Foundation, I would go into Arab communities and I would meet with families in their homes. You get a sense of the humanity of a people. And I care about humanity. I generally take the side of people who’ve been disadvantaged. Almost all of our philanthropic work has been in that capacity. So it’s sort of my natural perspective, but I don’t take the side of terrorists ever, obviously. And the whole thing is just a tragedy.
Lex Fridman
(01:58:34)
So to you, this is about Hamas, not about Palestine?
Bill Ackman
(01:58:38)
Yes. I mean, the problem of course is when Hamas controls… for the last almost 20 years, has controlled Gaza, including the education system. They’re educating. You see these training videos of kindergartners, indoctrinating them into hating Jews and Israel. And of course, you don’t like to see Palestinians celebrating some of those early videos of October 7th with dead bodies in the back of trucks and people cheering. So it’s a really unfortunate situation, but I think about a Palestinian life as important, as valuable as a Jewish life, as a American life. And what do people really want? They want a place. They want a home. They want to be able to feed their family. They want a job that generates the resources to feed their family. They want their kids to have a better life than they’ve had. They want peace. I think these are basic human things. I’m sure the vast majority of Palestinians share these views, but it’s such an embedded situation with hatred and, as I say, indoctrination.

(01:59:53)
And then going back to incentives, terrorists generate their resources by committing terrorism, and that’s how they get funding. And there’s a lot of graft. It’s a plutocracy. The top of the terrorist pyramid, if you accept the numbers that are in the press, the top leaders have billions of dollars. 40 billion or so has gone into Gaza over the last… and the West Bank over the last 30 years, a number like that. And a lot of it’s disappeared into some combination of corruption or tunnels or weapons. And the tragedy is you look at what Singapore has achieved in the last 30 years, right?
Lex Fridman
(02:00:37)
Do you think that’s still possible if we look into the future of 10, 20, 50 years from now?
Bill Ackman
(02:00:42)
Absolutely.
Lex Fridman
(02:00:43)
So not just peace, but-
Bill Ackman
(02:00:46)
Peace comes with prosperity. People are under the leadership of terrorists, you’re not going to have prosperity and you’re not going to have peace. And I think the Israelis withdrew in 2005 and fairly quickly, Hamas took control of the situation. That should never have been allowed to happen. And I think if you think about… I had the opportunity to spend, call it, an hour with Henry Kissinger a few months before we passed away, and we were talking about Gaza, or in the early stage of the war. He said, “Look, you can think about Gaza as a test of a two-state solution. It’s not looking good.” These were his words. So the next time round, the Palestinian people should have their own state, but it can’t be a state where 40 billion resources goes in and is spent on weaponry and missiles and rockets going into Israel. And I do think a consortium of the Gulf states, the Saudis and others have to ultimately oversee the governance of this region. I think if that can happen, I think you can have peace, you can have prosperity. And I’m fundamentally an optimist.
Lex Fridman
(02:02:06)
So a coalition of governance.
Bill Ackman
(02:02:09)
Governance matters, going back to what we talked about before.
Lex Fridman
(02:02:13)
And that kind of approach can give the people a chance to flourish.
Bill Ackman
(02:02:20)
100%. 100%. I mean, look at what Dubai has accomplished with nomads in the desert. It’s a tourist destination. Gaza could have been a tourist destination.

College campus protests

Lex Fridman
(02:02:34)
Take me through the saga of university presidents testifying on this topic, on the topic of protests on college campuses, protests that call for the genocide of Jewish people and the university presidents… Maybe you could describe it more precisely, but they fail to denounce the calls for genocide.
Bill Ackman
(02:03:01)
So it begins on October 8th probably. And you can do a compare and contrast with how Dartmouth managed the events of October 7th and the aftermath, and how Harvard did. And on October 8th or shortly thereafter, the Dartmouth president, who had been in her job for precisely the same number of months that the Harvard president had been in her job. The first thing she did is she got the most important professors of Middle East studies who were Arab and who were Jews and convened them and held an open session Q&A for students to talk about what’s going on in the Middle East, and began an opportunity for common understanding among the student body. And Dartmouth has been a relatively benign environment on this issue, and students are able to do work and there aren’t disruptive protests with people with bullhorn…
Bill Ackman
(02:04:00)
Work and there aren’t disruptive protests with people with bullhorns walking into classrooms interfering with … People pay, today, $82,000 a year, which itself is crazy, to go to Harvard. But imagine your family borrows the money or you borrow the money as a student and you’re learning is disrupted by constant protests and the university does nothing. When George Floyd died, the Harvard president wrote a very strong letter denouncing what had taken place and calling this an important moment in American history and took it incredibly seriously. Her first letter about October 7th was not that, let’s put it that way. Then her second letter was not that. Then, ultimately, she was sort of forced by the board or pressured to make a more public statement, but it was clear that it was hard for her to come to an understanding of this terrorist act.

(02:04:58)
Then the protests erupted on campus and they started out reasonably benign. Then the protesters got more and more aggressive in terms of violating university rules on things like bullying, and the university did nothing. That obviously for the Jewish students, the Israeli students, the Israeli faculty, Jewish faculty, created an incredibly uncomfortable environment. The president seemed indifferent. I went up to campus and I met with hundreds of students in small groups, in larger groups and they’re like, “Bill, why is the president doing nothing? Why is the administration doing nothing?” That was really the beginning.

(02:05:36)
I reached out to the president, reached out to the board of Harvard, I said, “Look, this thing is headed in the wrong direction and you need to fix it. I have some ideas, love to share.” I got the Heisman, as they say. They just kept pushing off the opportunity for me to meet with the president and meet with the board. At a certain point in time I pushed, I’m kind of a activist when he pushed me, it reminded me of early days of activism where I couldn’t get the CEO of Wendy’s to return my call. I couldn’t get the CEO of Harvard to take a meeting.

(02:06:19)
Then finally I spoke to the chairman of the board, a woman by the name of Penny Pritzker, who I’m on a business school board with her. It was, as I described, one of the more disappointing conversations in my life. She seemed a bit like, if you will, deer in the headlights. They couldn’t do this, they couldn’t do that. The law was preventing them from doing various things. That led to my first letter to the university. I sort of ended the letter of giving this president of Harvard a dare to be great speech. This is your opportunity. You can fix this. This could be your legacy. I emailed it to the president and the board members whose email addresses I had, I posted it on Twitter and I got no response, no acknowledgement, nothing. In fact, the open dialogue I had with a couple of people on the board basically got shut down after that.

(02:07:16)
That led to letter number two. Then when the Congress, led by Elise Stefanik, announced an investigation of antisemitism on campus and concern about violations of law, the president was called to testify along with two other … The president of MIT, the president of University of Pennsylvania were having similar issues on campus. I reached out to the president of Harvard and said, well, one, the Israeli government had gotten in touch and offered the opportunity for me to see the Hamas, if you will, GoPro film. I said, “You know, I’d love to show it at Harvard,” and they thought that would be a great idea. I partnered with the head of Harvard Chabad, a guy named Rabbi Hirschy, and we were putting the film up on campus.

(02:08:06)
I thought if the president were to see this, it would give her a lot of perspective on what happened and she should see it before her testimony. I reached out to her, or actually Rabbi Hirschy did. He was told she would be out of town and couldn’t see it. Then I reached out to her again and said, “Look, I’ll facilitate your attendance in the Congress. Come see the film, I’ll fly you down.” That was rejected, and then she testified.

(02:08:36)
I watched a good percentage, 80% of the testimony, of all three presidents, and it was an embarrassment to the country, embarrassment to the universities. They were evasive. They didn’t answer questions. They were rude. They smirked. They looked very disrespectful to our Congress. Then, of course, there was that several minutes where finally Elise Stefanik was not getting answers to her questions, and she said, “Let me be kind of clear. What if protestors were calling for genocide for the Jews? Does that violate your rules on bullying and harassment?” The three of them basically gave the same answer; “It depends on the context.” Not until they actually executed on the genocide that the university had the right to intervene.

(02:09:26)
The thing that perhaps bothered me the most was the incredible hypocrisy. Each of these universities are ranked by this entity called FIRE, which is a nonprofit that focuses on free speech on campus. Harvard, it’s been in the bottom quartile for the last five years and dropped to last before October 7th, out of 250.
Lex Fridman
(02:09:47)
I should mention briefly that I’ve interviewed on this podcast, the founder of FIRE and the current head of FIRE, where we discussed this at length, including running for the board of Harvard and the whole procedure of all that. It’s quite a fascinating investigation of free speech. For people who care about free speech absolutism that’s a good episode to listen to because those folks kind of fight for this idea. It’s a difficult idea actually to internalize; what does free speech on college campuses look like?
Bill Ackman
(02:10:17)
Harvard has become a place where free speech is not tolerated on campus, or at least free speech that’s not part of the accepted dialogue. This whole notion of speech codes and microaggressions really emerged on the Harvard, Yale campuses of the world. The then president of Harvard’s explanation for why you could call for the genocide of the Jewish people on campus was Harvard’s commitment to free expression. One of the more hypocritical statements of all time. You really can’t have it both ways. Either Harvard has to be a place where it’s a free speech … She basically said, “We’re a free speech absolutist place, which is why we have to allow this.” Harvard could not be further from that. That was a big part of it.

(02:11:07)
I was in the barber chair, if you will, getting a haircut. I had a guy on my team send me the three-minute section. I said, “Cut that line of questioning.” I put out a little tweet on that. I call it my greatest hits of posts, it’s got something like 110 million views. Everyone looked at this and said, “What is wrong with university campuses and their leadership,” and their governance, by the way. In a way, this whole conversation has been about governance. Harvard has a disastrous governance structure, which is why we have the problem we have.
Lex Fridman
(02:11:46)
Just to linger on the testimony, you mentioned smirks and this kind of stuff, and you mentioned dare to be great, I myself am kind of a sucker for great leadership. You mentioned Churchill or so on, even great speeches … People talk down on speeches like it’s maybe just words, but I think speeches can define a culture and define a place, define a people that can inspire. I think, actually, the testimony before Congress could have been an opportunity to redefine what Harvard is. Dare to be a great leader.
Bill Ackman
(02:12:30)
The president of Harvard had a huge opportunity, because she went third. The first two gave the world’s most disastrous answers to the question, and she literally just copied their answer, which is, itself, kind of ironic in light of ultimately what happened.
Lex Fridman
(02:12:45)
It’s tough because you can get busy as a president, as a leader and so on. There’s these meetings, and so you think Congress, maybe you’re smirking at the ridiculousness of the meeting. You need to remember that many of these are opportunities to give a speech of a lifetime. If there is principles which you want to see an institution become and embody in the next several decades, there’s opportunities to do that. You, as a great leader, also need to have a sense of when is the opportunity to do that. October 7th really woke up the world on all sides, honestly. There is a serious issue going on here. Then the protests woke up the university to there’s a serious issue going on here. It’s an opportunity to speak on free speech and on genocide, both.
Bill Ackman
(02:13:44)
Yes.
Lex Fridman
(02:13:45)
Do you see the criticism that you are a billionaire donor and you sort of used your power and financial influence unfairly to affect the governing structure of Harvard, in this case?
Bill Ackman
(02:13:59)
First of all, I never threatened to use financial or other resources. The only thing I did here was wrote. I wrote public letters, I spoke privately to a couple members of the board. I spoke for 45 minutes to the chairman. None of those conversations were effective or went anywhere, as far as I could tell. I think my public letters and then some of the posts, I did and that little three minute video excerpt had an impact, but it wasn’t about … I mean you can criticize me for being a billionaire, but it was really the words. It’s a bit like, again, going back to the corporate analogy, it’s not the fact that you own 5% of the company that causes people to vote in your favor, it’s the fact that your ideas are right.

(02:14:47)
After the congressional testimony, the board of Harvard said that they were unanimously, a hundred percent behind President Gay. Clearly, I was ineffective. Ultimately what took her down was other, I would say, activists who identified issues with academic integrity and then she lost the confidence of the faculty. Once that happens, it’s hard to stay. I wanted her to be fired, basically, or be forced to resign because of failures of leadership, because that would’ve sent a message about the importance of leadership. Failure to stop a emergence of antisemitism on campus. There’s some news today; the protests are getting worse.
Lex Fridman
(02:15:28)
Is there some tension between free speech on college campuses and disciplining students for calls of genocide?
Bill Ackman
(02:15:34)
Yes, there’s certainly a tension. First of all, I think free speech is incredibly important. I’m a lot closer to absolutism on free speech than otherwise. The issue I had was the hypocrisy. They were restricting other kinds of speech on campus, principally conservative speech, conservative views. So it wasn’t a free speech, absolutist campus. The protests were actually quite threatening to students. There are limits to even absolutist free speech and they begin where people feel intimidation, harassment and threat to bodily harm, et cetera, that kind of speech is generally … Again, it’s pretty technical, but as people feel like they’re in imminent harm, by virtue of the protest, that speech is at risk of not meeting the standards for free speech.

(02:16:26)
Harvard is a private corporation and as a private corporation, they can put on what restrictions they want. Harvard had introduced only a few months before bullying and harassment policies, and that’s why Representative Stefanik focused on … It’s not like she said, “Does calling for genocide against the Jews violate your free speech policies?” She said, “Does calling for genocide against the Jews violate your policies on bullying and harassment?”

(02:16:49)
I think everyone looked at this when they said, it depends on the context. They said, look, if you replaced Jews with some other ethnic group, students who’ve used the N word for example, have been thrown off campus or suspended. Students who’ve hate speeched directed at LGBTQ people has led to disciplinary action, but attacking, spitting on Jewish students or roughing them up a bit, seemed like we’re calling for their elimination, didn’t seem to violate the policies. Look, I think a university should be a place where you have broad views and open viewpoints and broad discussion, but it should also be a place where students don’t feel threatened going to class, where their learning is not interrupted, when final exams are not interrupted by people coming in with loud protests.

(02:17:43)
Students asked me when I went up there, “What would you do if you were Harvard president?” This was before I knew what was happening on the Dartmouth campus, I said, “I’d convene everyone together. This is Harvard. We have access to the best minds in the world. Let’s have a better understanding of the history. Let’s understand the backdrop. Let’s focus on solutions. Let’s bring Arab and Jewish and Israeli students together. Let’s form let groups to create communication.” That’s how you solve this kind of problem. None of that stuff has been done. It’s not that hard.
Lex Fridman
(02:18:09)
Do you think this reveals a deeper problem in terms of ideology and the governance of Harvard in maybe the culture of Harvard?
Bill Ackman
(02:18:22)
Yes. On governance, the governance structure is a disaster. The way it works today is Harvard has two principal boards. There’s the board of the corporation, the so-called fellows of Harvard. It’s a board of, I think, 12 independent directors and the president. There’s no shareholder vote, there’s no proxy system. It’s really a self-perpetuating board that effectively elects its own members. Once the balance tips, politically, one way or another, it can be kept that way forever. There’s no kind of rebalancing system. If a US corporation goes off the rails, so to speak, the shareholders can get together and vote off the directors. There’s no ability to vote off the directors.

(02:19:04)
Then there’s the board of overseers, which is I think 32 directors. A few years ago, if you could put together 600 signatures, you could run for that board and put up a bunch of candidates and about five or six get elected each year. A group did exactly that, and it was an oil and gas kind of disinvestment group. They got the signatures, a couple of them got elected, and Harvard then changed the rules and they said, ” Now we need 3,200 signatures. By the way, if there are these dissident directors on the board, we’re going to cap them at five.” So if three were elected in the oil and gas thing, now they’re only two seats available.

(02:19:46)
Then a group of former students, kind of younger alums, one of whom I knew, approached me and said, “Look, Bill, we should run for the board.” They decided this pretty late, only a few weeks before the signatures were due. We’d love your support. I took a look at their platform, I thought it looked great. I said, “Look, happy to support.” I posted about them, did a Zoom with them, and they got thousands of signatures. Collectively the four got, whatever, 12,000 signatures or something like this. They missed by about 10% of the threshold.

(02:20:16)
What did Harvard do in the middle of the election? They made it very, very difficult to sign up for a vote and it just makes them look terrible. They’ve got now thousands of alums upset that … Again, this wasn’t an election. This was just to put the names on the slate. The only candidates on the slate are the ones selected by the existing members. Businesses fail because of governance failures. Universities fail because of governance failures. It’s not really the president’s fault, because the job of the board is to hire and fire the president and help guide the institution academically and otherwise. That’s governance.

DEI in universities


(02:20:59)
I was like, “How can this be?” October 7th, the event that woke me up was 30 student organizations came out with a public letter on October 8th, literally the morning after this letter was created and said, “Israel is solely responsible for Hamas’ violent acts.” Again, Israel had not even mounted a defense at this point, and there were still terrorists running around in the southern part of Israel. I’m like, “34 Harvard student organizations signed this letter?” I’m like, “What is going on? WTF?” That’s when I went up on campus and I started talking to the faculty.

(02:21:43)
That’s when I started hearing about, actually, Bill, it’s this DEI ideology. I’m like, “What?” Diversity, equity, inclusion. Obviously I’m familiar with these words and I see this in the corporate context. They say, “Yeah.” They started talking to me about this oppressor-oppressed framework, which is effectively taught on campus and represents the backdrop for many of the courses that are offered and some of the studies and other degree offerings. I had not even heard of this and I’m a pretty aware person, but I was completely unaware. Basically they’re like, “Look, Israel is deemed an oppressor and the Palestinians are deemed the oppressed, and you take the side of the oppressed. Any acts of the oppressed to dislodge the oppressor, regardless of how vile or barbaric, are okay.” I’m like, “Okay. This is a super dangerous ideology.”

(02:22:45)
I wrote a questioning post about this, like, “Here’s what I’m hearing, is this right?” A friend of mine sent me Christopher Rufo’s book, America’s Cultural Revolution, which is sort of a sociological study of the origins of the DEI movement and critical race theory. I found it actually one of the more important books I’ve read and also I found it quite concerning. Ultimately, DEI comes out of a kind of Marxist socialist way to look at the world. I think there are a lot of issues with it, but unfortunately it’s advancing. I, ultimately, concluded racism, as opposed to fighting it, which is what I thought it was ultimately about.
Lex Fridman
(02:23:37)
Maybe you can speak to that book a little bit. So there’s a history that traces back across decades and then that infiltrated college campuses.
Bill Ackman
(02:23:47)
So basically what Rufo argues is that the black power movement of the sixties really failed. It was a very violent movement and many of the protagonists ended up in jail. Out of that movement, a number of thought leaders, this guy named [inaudible 02:24:08] and others built this framework kind of an approach. Said, “Look, if we’re going to be successful, it can’t be a violent movement, number one. Number two, we need to infiltrate, if you will, the universities and we need to become part of the faculty and we need to teach the students. Then once we take over the universities with this ideology, then we can go into government and then we can go into corporations and we can change the world.” I thought important book, and the more I dug in, the more I felt there was credibility to this, not just the kind of sociological backdrop, but to what it meant on campus.

(02:24:49)
Harvard faculty were telling me that there really is no such thing as free speech on campus and that there was a survey done, a year or so ago, the Harvard faculty and only 2% of the faculty admitted, even in an anonymous survey, admitted to having a conservative point of view. We have a campus that’s 98% non-conservative, liberal, progressive that’s adopted this DEI construct. Then I learned from a member of the search committee for the Harvard president that they were restricted in looking at candidates only those who met the DEI office’s criteria. I shared this in one of my postings and I was accused of being a racist. That’s someone who believes in that diversity is a very good thing for organizations and that equity fairness isn’t really important, and having an inclusive culture is critical for a functioning of a organization. Here I was, someone who was like, “Okay. DEI, sounds good to me,” at least in the small D small E, I version of events, but this DEI ideology is really problematic.
Lex Fridman
(02:26:02)
What’s the way to fix this in the next few years, the infiltration of DEI with the uppercase version of universities and the things that have troubled you, the things you saw at Harvard and elsewhere.
Bill Ackman
(02:26:20)
The same way this was an eyeopening event for me it has been for a very broad range of other people. I mentioned general growth. I got a lot of nice letters from people from making money on a stock that went up a hundred times. I literally get hundreds of emails, letters, texts, handwritten letters, typed letters from people, from the ages of 25 to 85, saying, “Bill, this is so important. Thanks for speaking out on this. You are saying what so many of us believe but have been afraid to say.”

(02:26:51)
I described it as almost a McCarthy-esque kind of movement in that if you challenge the DEI construct people accuse you of being a racist. It’s happened to me already. Perhaps I’m much less vulnerable than a university professor who can get shouted off campus, canceled. I’m sort of difficult to cancel, but that doesn’t mean people aren’t going to try. I’ve been the victim of a couple of interesting articles in the last few days, or at least one in particular in The Washington Post written by what I thought was a well-meaning reporter. It’s just clear that I’ve taken on some big parts of at least the progressive establishment, DEI. I’m also a believer that Biden should have stepped aside a long time ago, and it’s only getting worse. I’m attacking the president, DEI, elite universities and you make some enemies doing that.
Lex Fridman
(02:27:51)
I should say, I’m still at MIT and I love MIT. I believe in the power of great universities to explore ideas, to inspire young people to think, to inspire young people to lead.
Bill Ackman
(02:28:08)
Let me ask, okay, how can you explore how to think when you’re only shared a certain point of view? How can you learn about leadership when the governance and leadership at the institution is broken and exposure to ideas, if you’re limited in the ideas that you’re exposed to? I think university is at risk. I mean, the concerning thing is if 34 student organizations that each have, I don’t know, 30 members or maybe more, that’s a thousand. Okay. That’s a meaningful percentage of the campus perhaps that ultimately respond. Now, 10 or so, the 30 withdrew the statement once many of the members realized what they had written. It seems like the statement was signed by their leadership and not necessarily supported by all the various students that were members. If the university teaches people these precepts, this is the next generation of …

(02:29:04)
I wrote my college thesis on university admissions. The reason why controlling the gates of the Harvard institution, the admissions office is important, is that many of these people who graduate end up with the top jobs in government and ultimately become judges, they permeate through society and so it really matters what they learn. If they’re limited to one side of the political aisle and they’re not open to a broad array of views, and this represents some of the most elite institutions in our country, I think it’s very problematic for the country, long term.
Lex Fridman
(02:29:47)
Yeah, I 100% agree. I also felt like the leadership wasn’t even part of the problem as much as they were almost out of touch, unaware that this is an important moment, it’s an important crisis, it’s an important opportunity to step up as a leader and define the future of an institution. I don’t even know where the source of the problem is. It could be, literally, governance structure as we’ve been talking about.
Bill Ackman
(02:30:18)
Well, it’s two things. I think it’s governance structure. I also think universities, they’re not selecting leaders. It’s not clear to me that universities should necessarily be run by academics. The dean of a university, the person who helps … There’s sort of the business of the university, and then there’s the academics of the university. I would argue having a business leader run these institutions and then having a board that has, itself, diverse viewpoints, and by the way, permanently structured to have diverse viewpoints is a much better way to run a university than picking an academic that the faculty supports.

(02:31:11)
One of the things I learned about how faculty get hired at universities, ultimately, it’s signed off by the board, but the new faculty are chosen by each of the various departments. There’s sort of a tipping point, politically, where once they tip in one direction, the faculty recruit more people like themselves. The departments become more and more progressive, if you will, with the passage of time. They only advance candidates that meet their political objectives. It’s not a great way to build an institution, which allows for …
Lex Fridman
(02:31:48)
Small D, diversity
Bill Ackman
(02:31:50)
Allows for diversity. Diversity by the way, is not just race and gender. That’s also something I feel very strongly about.
Lex Fridman
(02:32:00)
Well, luckily, engineering robotics is touched last by this. It is touched. When I am at the computing building [inaudible 02:32:11] and the new one, politics doesn’t infiltrate, or I haven’t seen it infiltrate quite as deeply as elsewhere.
Bill Ackman
(02:32:17)
It’s in the biology department at Harvard because biology is controversial now.
Lex Fridman
(02:32:22)
Yes. Yes, yes.
Bill Ackman
(02:32:23)
Because biology and gender, there are faculty … There’s a woman at Harvard who was literally canceled from the faculty as a member. I think she was at the med school. She made the argument that there are basically two genders determined by biology. She wasn’t allowed to stay. That’s another topic for another time.
Lex Fridman
(02:32:46)
That’s another topic.
Bill Ackman
(02:32:47)
You should do a show on that one. That’d be an interesting one.
Lex Fridman
(02:32:50)
So as you said, technically Claudine Gay, the president of Harvard resigned over plagiarism, not over the thing that you were initially troubled by.
Bill Ackman
(02:33:01)
It’s hard to really know, right? It’s not like a provable fact. I would say at a certain point in time, she lost the confidence of the faculty, and that was ultimately the catalyst. How much of that was the plagiarism issue, and how much of that was some of the things that preceded it, or was it all of these issues in their entirety? There’s no way to do a calculus.
Lex Fridman
(02:33:21)
Can you explain the nature of this plagiarism from what you remember?
Bill Ackman
(02:33:25)
Aaron Sibarium and Christopher Rufo, one from The Free Beacon, and Chris, surfaced some allegations, or identified some pleasures in the issues that I would say the initial examples were use of the same words with proper attribution, some missing footnotes. Then over time with, I guess, more digging, they released I think ultimately something like 76 examples of what they call plagiarism in I think eight of 11 of her articles. One of the other things that came forth here is, as president of the university, she had sort of the thinnest transcript academically of any previous president, relatively small body of work. Then when you couple that with the amount of plagiarism that was pervasive. Then I guess some of the other examples that surfaced were not missing quotation marks where the authors of the work felt that their ideas had been stolen.

(02:34:26)
Really, plagiarism is academic fraud. One indicia of plagiarism is a missing footnote, that could also be a clerical error. When a professor’s accused of plagiarism, the university does sort of a deep dive. They have these administrative boards. It can take six months, nine months, a year to evaluate … Intent matters. Was this intentional theft of another person’s idea? That’s academic fraud. Or was this sloppy or just humanity? You miss a footnote here or there. I think once it got …
Bill Ackman
(02:35:00)
It’s a footnote here or there. And I think once it got to a place where people felt it was theft of someone else’s intellectual property, that’s when it became intolerable for her to stay as President of Harvard.
Lex Fridman
(02:35:13)
So is there a spectrum for you between a different kinds of plagiarism, maybe be plagiarizing words, and plagiarizing ideas, and plagiarizing novel ideas?
Bill Ackman
(02:35:28)
Of course. The common understanding of plagiarism, if you look in the dictionary, it’s about the theft. Theft requires a intent. Did the person intentionally take someone else’s ideas or words?

(02:35:43)
Now if you’re writing a novel, words matter more. If you’re taking Shakespeare and presenting it as your own words. If you’re writing about ideas, ideas matter, but you’re not supposed to take someone else’s words without properly acknowledging them, whether it’s quotation marks or otherwise.

(02:36:03)
But in the context of a academic’s life’s work before AI, everyone’s going to have missing quotation marks and footnotes. I remember writing my own thesis, there were books you couldn’t take out a Widener Library, so I’d have index cards. And I’d write stuff on index cards, and I put a little citation to make sure I remember to cite it properly.

(02:36:27)
And scrambling to do your thesis, get it in on time, what’s the chances you forget at what point, what are your words versus the author’s words? And you forget to put quotation marks. Just the humanity, the human fallibility of it. So it’s not academic fraud to have human fallibility, but it’s academic fraud. If you take someone else’s ideas that are an integral part of your work.
Lex Fridman
(02:36:53)
Is there a part of you that regrets that, at least from the perception of it, the President Harvard stepped on over plagiarism versus over refusing to say that the calls for genocide are wrong?
Bill Ackman
(02:37:09)
Again, I think it would’ve sent a better message if a leader fails as a leader, and that’s the reason for their resignation or dismissal. Then she gets, if you will, caught on a technical violation that had nothing to do with failed leadership. Because I don’t know what lesson that teaches the board about selecting the next candidate.

(02:37:32)
I mean, the future of Harvard, A lot of it’s going to depend on who they pick as the next leader. Here’s an interesting anecdote that I think has not surfaced publicly. So a guy named Larry Bacow was the previous president of Harvard. Larry Bacow was on the search committee, and they were looking for a new president. And what was strange was they picked an old white guy to be president of Harvard when there was a call for a more diverse president.

(02:38:04)
And what I learned was Harvard actually ran a process, had a diverse new president of Harvard, and in the due diligence on that candidate, shortly before the announcement of the new president, they found out that that presidential candidate had a plagiarism problem. And the search had gone on long enough, they couldn’t restart a search to find another candidate.

(02:38:26)
So they picked Larry Bacow off the board, off the search committee to the next president Harvard, as kind of an interim solution. And then there was that much more pressure to have a more diverse candidate this time around, because it was a big disappointment to the DEI office, if you will, and I would say to the community at large. That Harvard of all places couldn’t have a racially-diverse present. It sent an important message.

(02:38:53)
So the strange thing is that they didn’t do due diligence on President Gay, and that it was a relatively quick process. So the whole thing I think is worthy of further exploration.
Lex Fridman
(02:39:08)
So this goes deeper than just the president?
Bill Ackman
(02:39:10)
Yes, for sure. When a company fails, most people blame the CEO. I generally blame the board. Because the board’s job is to make sure the right person’s running the company, and if they’re failing, help the person. If they can’t help the person, make a change. That’s not what’s happened here. The board’s hand was sort of forced from the outside, whereas they should have made their own decision from the inside.
Lex Fridman
(02:39:32)
Do you still love Harvard?
Bill Ackman
(02:39:34)
Sure. It’s a 400-odd year institution. Enormously helpful to me in my life, I’m sure. My sister also went to Harvard. And the experiences, learnings, friendships, relationships. Again, I’m very happy with my life. Harvard was an important part of my life, I went there for both undergrad and business school. I learned a ton, met a lot of faculty. A number of my closest friends who I still really keep in touch with, I made then. So yeah, it’s a great place, but it needs a reboot.
Lex Fridman
(02:40:15)
Yeah, I still have hope. I think universities are really important institutions.
Bill Ackman
(02:40:21)
When I went to Harvard, there were 1600 people in my class. I think today’s class about the same size, and their online education really has not taken off. So I heard Peter Thiel speak at one point in time, and he’s like, “What great institution do you know, that’s truly great, that hasn’t grown in a hundred years?”

(02:40:44)
And the incentives in some sense of the alums are for, it’s a bit like a club. If you’re proud of the elitism of the club, you don’t want that many new members. But the fact that the population has grown of the country so significantly since, certainly, I was a student in 1984, and the fact that Harvard recruits people from all over the world, it’s really serving a smaller and smaller percentage of the population today.

(02:41:11)
And some of them were most talented and successful entrepreneurs anyway. It’s a token of success that they didn’t make it through their undergraduate years. They left as a freshman, or they didn’t attend at all.
Lex Fridman
(02:41:25)
For entrepreneurs, yes. But it’s still a place…
Bill Ackman
(02:41:28)
Very important for research, very important for advancing ideas. And yes, in shaping dialogue and the next generation of Supreme Court justices, and the members of government, politicians. So yes, it’s critically important. But it’s not doing the job it should be doing.

Neri Oxman

Lex Fridman
(02:41:53)
Neri Oxman, somebody you mentioned several times throughout this podcast, somebody I had a wonderful conversation with, a friendship with. I’ve looked up to her, admired her, I’ve been a fan of hers for a long time, of her work and of her as a human being. Looks like you’re a fan of hers as well.
Bill Ackman
(02:42:12)
Yes. W.
Lex Fridman
(02:42:14)
Hat do you love about Neri? What do you admire about her as a scientist, artist, human being?
Bill Ackman
(02:42:19)
I think she’s the most beautiful person I’ve ever met, and I mean that from the center of her soul. She’s the most caring, warm, considerate, thoughtful person I’ve ever met. And she couples those remarkable qualities with brilliance, incredible creativity, beauty, elegance, grace. I’m talking about my wife, but I’m talking incredibly dispassionately.

(02:42:57)
But I mean what I say. She’s the most remarkable person I’ve ever met, and I’ve met a lot of remarkable people, and I’m incredibly fortunate to spend a very high percentage of my lifetime with her, ever since I met her six years ago.
Lex Fridman
(02:43:14)
So she’s been a help to you through some of the rough moments you described.
Bill Ackman
(02:43:17)
For sure. I mean, I met her at the bottom. Which is not a bad place to meet someone if it works out.
Lex Fridman
(02:43:25)
Is there some degree of yin and yang with the two personalities? You have described yourself as emotional and so on, but it does seem the two of you have slightly different styles about how you approach the world.
Bill Ackman
(02:43:39)
Sure. Well, interestingly, we have a lot of, we come from very similar places in the world. There are times where you feel like we’ve known each other for centuries.

(02:43:49)
I met her parents for the first time a long time ago, almost six years ago as well. And I knew her parents were from Eastern Europe, originally. So I asked her father, what city did her family come from originally? And I called my father and asked him, “Dad, Grandpa Abraham, what’s the name of the city?” And then I put the two cities into Google Maps, and they were 52 miles apart. Which I thought was pretty cool.

(02:44:21)
Then of course at some point we did genetic testing, make sure we weren’t related, which we were not. But we share incredible commonality on values. We are attracted to the same kind of people. She loves my friends, I love hers. We love doing the same kind of things, we like spending time the same ways.

(02:44:46)
And she has more emotion, more elegance. She doesn’t like battles, but she’s very strong. But she’s more sensitive than I am.
Lex Fridman
(02:44:58)
Yeah, you are constantly in multiple battles at the same time, and there’s often the media, social media, it’s just fire everywhere.
Bill Ackman
(02:45:11)
That hasn’t really been the case for a while. I’ve had relative peace for a long time as I stopped being, as I haven’t had to be the kind of activist I was earlier in my career. I think since October 7th, yes, I do feel like I’ve been in a war.
Lex Fridman
(02:45:25)
Can you tell me the saga of the accusations against Neri?
Bill Ackman
(02:45:32)
So I did not actually surface the plagiarism allegations against President Gay that surfaced by Aaron and maybe Christopher Ruffo as well, or maybe Chris helped promote what Aaron and some anonymous person identified. But I certainly, it was a point in time where the board had said “We’re a hundred percent behind her,” and unanimously. And I really felt she had to go. So it didn’t bother me at all that they had identified problems with her work.

(02:46:02)
So I shared, I reposted those posts. And then when the board, she ultimately resigned and she got a $900,000 a year professorship continuing at Harvard, I said, look, in light of her limited academic record and these plagiarism allegations, she had to go.

(02:46:21)
I knew when I did so, I assumed I was actually a bit paranoid about that thesis I had written. I only had one academic work, but I hadn’t checked it for plagiarism. And I thought, that’s going to happen. Actually, I had someone, I did not have a copy on hand, so I got a copy of my thesis.

(02:46:42)
And I remember writing it, Harvard at the time was pretty, they kind of gave you a lecture about making sure you have all your footnotes and quotation marks. I learned later that apparently they had a copy of my thesis at the New York Public Library, and a member of the media told me he was there online with a dozen other members of the media all trying to get a copy of my thesis to run it through some AI. They had to first do optical character recognition to convert the paper document into digital.

(02:47:14)
But fortunately, through a miracle, I didn’t have an issue. I didn’t think about Neri of course, who has whatever, 130 academic works.

(02:47:25)
And so we were just at the end of a vacation for Christmas break, and it was early in the morning for a vacation time. And all of a sudden I hear my phone ringing in the other room, or vibrating in the other room multiple times. I’m like, hm.

(02:47:41)
I pick up the phone and saw our communication guy, Fran McGill. And he’s like, “Bill, Business Insider has apparently identified a number of instances of plagiarism in Neri’s dissertation. Let me send you this email.”

(02:47:53)
He sent me the email, and they had identified four paragraphs in her 330- page dissertation where she had cited the author, but she had used the vast majority of the words, and that those paragraphs were from the author, and she should have used quotation marks.

(02:48:10)
And then there was one case where she paraphrased correctly an author, but did not footnote that it was from his work.

(02:48:21)
And so we were presented with this and told, they’re going to publish in a few hours. And we’re like, “Well, can we get to the next day? We’re just about to head home.”

(02:48:28)
And they’re like, “No, we’re publishing by noon. We need an answer by noon.”

(02:48:32)
And so we downloaded the copy of her thesis on the slow internet. And Neri checked it out and she said, “You know what? Looks like they’re right.”

(02:48:42)
And I said, “Look, you should just admit your mistake.”

(02:48:45)
And she wrote a very simple, gracious, yes, I should have used quotation marks. And on the author I failed to cite, she pointed out that she cited them eight other times, and wrote a several-paragraph section of her thesis acknowledging his work.

(02:49:02)
And none of these were important parts of her thesis. But she acknowledged her mistake and she said, I apologize for my mistake, and I apologized to the author who I failed to cite. And I stand on the shoulders of all the people came before me, and looking to advance work. And we sort of thought it was over.

(02:49:19)
We head home. In-flight on the way home, although we didn’t realize this until we got back the following day, a Business Insider published another article and said, “Neri Oxman admits to plagiarism.” Plagiarism, of course, is academic fraud. And this thing goes crazy viral.

(02:49:37)
Oh, Bill Ackman the title is Bill Ackman’s Wife, Celebrity Academic, Mary Oxman. And they use the term celebrity because there are limits to what legitimate media can go after, but celebrities, there’s a lot more leeway in the media into what they can say. So that’s why they call her a celebrity. First time ever she’d been called a celebrity. And they basically, she’s admitting to academic fraud. And then they said … And then the next day at 5:19 PM, I remember the timeline pretty well, an email was sent to Fran McGill saying, “We’ve identified two dozen other instances of plagiarism in her work.” 15 of which are Wikipedia entries where she copied definitions, and the others were mostly software-hardware manuals for various devices or software she used in her work, most of which were in footnotes where she described a nozzle for a 3D printer or something like this.

(02:50:43)
And they said, “We’re publishing tonight.” The email they sent to us was 6,900 words. It was 12 pages. It was practically indecipherable. You couldn’t even read it in an hour. And we didn’t have some of the documents they were referring to.

(02:50:59)
And I’m like, “Neri, you know what I’m going to do? I think it’ll be useful to provide context here. I’m going to do a review of every MIT professor’s dissertations. Every published paper. AI has enabled this.”

(02:51:12)
And so that was, I put out a tweet basically saying that. And we’re doing a test run now, because we have to get it right, and I think it’ll be a useful exercise. Provide some context, if you will. And then this thing goes crazy viral. And Neri is a pretty sensitive person, pretty emotional person, and someone who’s a perfectionist. And having everyone in the world thinking you committed academic fraud is a pretty damning thing.

(02:51:40)
Now, they did say they did a thorough review of all of her work, and this is what they found. I’m like, sweetheart, that’s remarkable. I did 130 works, 73 of which were peer-reviewed, blah, blah, blah. And she’s published in Nature Science and all these different publications. That’s actually, it’s a pretty good batting average.

(02:51:56)
But this is wrong, this is not academic fraud. These are inadvertent mistakes. And the Wikipedia entries, Neri actually used Wikipedia as a dictionary. This is the early days of Wikipedia. And they also referred to the MIT handbook, which has a whole section on plagiarism, academic handbook.

(02:52:14)
And if you read it, which I ultimately did, they make clear a few things. Number one, there’s plagiarism, academic fraud. And there’s what they call inadvertent plagiarism, which is clerical errors where you make a mistake, and it depends on intent. And there’s a link that you can go to, which is a section on, if you get investigated at MIT, what happens? What’s the procedure, what’s the initial stage, what’s the investigative stage, what’s the procedure if they identify it? And they make very clear that academic fraud is, and they list plagiarism, research theft, a few other things, but it does not include honest errors. Honest errors are not plagiarism under MIT’s own policies.

(02:52:58)
And in the handbook, they also have a big section of what they call common knowledge. And common knowledge depends on who you’re writing your thesis for. And so if it’s a fact that is known by your audience, you’re not required to quote or cite.

(02:53:14)
And so all those Wikipedia entries were for things like sustainable design, computer-aided design. She just took a definition from Wikipedia, common knowledge to her readers, no obligation under the handbook, totally exempt.

(02:53:28)
On using the same words, she referred to whatever, some kind of 3D printer. She was, the Stratasys 3D Printer, and she quoted from the manual. Right away, Stratasys is a company you consulted for. That’s not something, you’re not stealing their ideas, you’re describing a nozzle for a device you use in your work in a footnote. That’s not a theft of idea.

(02:53:52)
And so I’m like, this is crazy. And so this has got to stop. And so I reach out to a guy I knew who was on the board of Business Insider, the chairman, and his name is going to come public shortly. I committed at that time to keep his name confidential, it’s now surfaced publicly in the press.
Lex Fridman
(02:54:11)
Can I just pause real quick here?
Bill Ackman
(02:54:13)
Sure.
Lex Fridman
(02:54:13)
Just to, I don’t know. There’s a lot of things I want to say. But you made it pretty clear. But just as a member of the community, there’s also a common sense test. I think you’re more precisely legal in looking at…
Bill Ackman
(02:54:31)
Sure.
Lex Fridman
(02:54:31)
But there’s just a bullshit test. And nothing that Neri did is plagiarism in the bad meaning of the word. Plagiarism right now is becoming another -ism, like racism or so on, used as an attack word. I don’t care what the meaning of it is, but there’s the bad academic fraud like theft, theft of an idea. And maybe you can say a lot of definitions and this kind of stuff. But then there’s just a basic bullshit test where everyone knows, this is a thief and this is definitely not a thief.

(02:55:05)
And there’s nothing about anything that Neri did, anything in her thesis or in her life. Everyone that knows her, she’s a rock star. I just want to make it clear, it really hurt me that the internet, whatever is happening, could go after a great scientist. Because I love science, and I love celebrating great scientists.

(02:55:33)
And it’s just really messed up that whatever the machine, we can talk about Business Insider or whatever, social media, mass hysteria, whatever is happening. We need the great scientists of the world, because the future depends on them. And so we need to celebrate them, and protect them, and let them flourish and do their thing.

(02:55:56)
And keep them out of this whatever shit-storm that we’re doing to get clicks, and advertisements, and drama and all this. We need to protect them. So I just want to say there’s nobody I know, and I have a million friends that are scientists, world-class scientists, Nobel Prize winners, they all love Neri, they all respect Neri, she did zero wrong.

(02:56:21)
And then the rest of the conversation we’re going to have about how broken journalism is, and so on. But I just want to say that there’s nothing that Neri did wrong. It’s not a gray area or so on.

(02:56:31)
I also personally don’t love that Claudine Gay is a discussion about plagiarism, because it distracts from the fundamentals that is broken, it becomes some weird technical discussion. But in case of Neri, did nothing wrong. Great scientist, great engineer at MIT and beyond. She’s doing the cool thing now.
Bill Ackman
(02:56:55)
Could not have said it better myself. Now, obviously I’m focusing the technical part…
Lex Fridman
(02:56:59)
Right. Because you have to be precise here.
Bill Ackman
(02:57:02)
Well, it’s not even that. I mean, yes, I have said that we’re going to sue Business Insider. And in 35 years of my career of someone who has, not every article has been a favorable one, not every article has been an accurate one, I’ve never threatened to sue the media. And I’ve never sued the media. But this is so egregious.

(02:57:23)
It’s not just that she did nothing wrong, but they accused her of academic fraud. They did it knowing, they make reference to MIT’s own handbook so they had to read all the same stuff that I read in the handbook, they did that work. Then, after I escalated this thing to Henry Blodget, the chairman of Business Insider, to the CEO of Axel Springer, I even reached out to Henry Kravis at a certain point in time, one of the controlling shareholders of the company through KKR, laying out the factual errors in the article.

(02:57:59)
Business Insider went public after they said Neri committed academic fraud and plagiarism. And said, we didn’t challenge any, the facts remain undisputed in the article.

(02:58:12)
So it’s basically, Neri committed plagiarism. That’s story one. Neri admits to plagiarism. She admits to plagiarism. She admitted to making a few clerical errors, that’s the only thing she admitted to, and she graciously apologized.

(02:58:25)
So they said, “Neri admits to plagiarism, apologizes for plagiarism.” That’s incredibly damning. ” And by the way, we’re doing an investigation because we’re concerned that there might’ve been inappropriate process, but the facts of the story have not been disputed by Neri Oxman or Bill Ackman.”

(02:58:41)
And that was totally false. I had done it privately, I’d done it publicly on Twitter, on X. I laid out, I have a whole tech stream, a WhatsApp stream with the CEO of the company. And they doubled down, and they doubled down again.

(02:58:56)
And so, I don’t sue people lightly. And stay tuned.
Lex Fridman
(02:59:02)
So you’re, at least for now, moving forward with…
Bill Ackman
(02:59:08)
It’s a certainty we’re moving forward. There’s a step we can take prior to suing them, where we basically send them a letter demanding they make a series of corrections. That if they don’t make those corrections, the next step is litigation. I hope we can avoid the next step.

(02:59:28)
And I’m just making sure that when we present the demand to Business Insider, and ultimately to Axel Springer, that it’s incredibly clear how they defamed her, the factual mistakes in our stories, and what they need to do to fix it. And if we can fix it there, we can move on from this episode and hopefully avoid litigation. So that’s where we are.
Lex Fridman
(02:59:51)
I don’t know. You’re smarter than me. There’s technical stuff, there’s legal stuff, there’s journalistic stuff. But just, fuck you Business Insider for doing this. I don’t know much in this world, but journalists aren’t supposed to do that.
Bill Ackman
(03:00:06)
Now look, we’re going to surface all this stuff publicly, ultimately. The email was not to Neri saying there was plagiarism in her work. The email came from a reporter named Catherine Long, and the headline was, “Your wife committed plagiarism. Shouldn’t she be fired from MIT, just like you caused Claudine Gay to be fired from Harvard?”

(03:00:27)
It was a political agenda. She doesn’t like me, and she was trying to hurt me, and they couldn’t find plagiarism in my thesis. And being a short seller, the Herbalife battle went on for years. They tried to do everything to destroy my reputation. So they’d already gone through my trash, they’d already done all that work. So anything they could possibly find, I’ve always lived a very clean life, thankfully. And if you’re going to be an activist short seller, you better. Because they’re going to find out dirt on you if it exists. And so they’re like, how can we really hurt Bill?

(03:01:07)
And by the way, Neri had left MIT years earlier. When the reporter found out she was no longer a member of the MIT faculty, they were enraged. They didn’t believe us. They made us prove to us she’s no longer on the MIT faculty, because they wanted to get her fired. And by the way, malice is one of the important factors in determining whether defamation is taking place. And this was a malice- driven, this was not about news.

(03:01:33)
And the unfortunate thing about journalism is Business Insider made a fortune from this. This story was published and republished by thousands of media organizations around the world. It was the number one trending thing on Twitter for two days. Every newspaper, it was on the front page of every Israeli newspaper, it was on the front page of the Financial Times.

(03:01:58)
And she’s building a business. And if you’re a CEO of a science company and you committed academic fraud, that’s incredibly damaging. But I ultimately convinced her that this was good.

(03:02:11)
I said, “Sweetheart, you’re amazing. You’re incredible. You’re incredibly talented, but you’re mostly known in the design world. Now everyone in the universe has heard of Neri Oxman. We’re going to get this thing cleared up. You’re going to be doing an event in six months where you’re going to tell the world, you’re going to go out of stealth mode, you’re going to tell the world about all the incredible things that you’re building, and you’re designing, and you’re creating. And it’s going to be like the iPhone launch, because everyone’s going to be paying attention and they’re going to want to see your work.”

(03:02:42)
And that’s how I try to cheer her up. But I think it’s true.
Lex Fridman
(03:02:45)
It is true. And you’re doing your job as a good partner, seeing the silver lining of all this. How is, just from observing her, how did she stay strong through all of this psychologically? Because at least I know she’s pushing ahead with the work.
Bill Ackman
(03:03:04)
Oh, she’s full speed ahead in her work. She’s built an amazing team, she’s hired 30 scientists, roboticists, people who, biologists, plant specialists, material scientists, engineers, really incredible crew. She’s built this 36,000 square-foot lab in New York City that’s one of a kind, they’re working out of it. It’s still under construction while they’re working out of it.

(03:03:28)
And so she’s going to do amazing things. But as I said, she’s an extremely sensitive person. She’s a perfectionist. Okay? Imagine thinking that the entire world thinks you committed academic fraud. And so that was very hard for her.

(03:03:44)
She’s a very positive person. But I saw her in, I would say, her darkest emotional period for sure. She’s doing much better now. But you can kill someone. You can kill someone by destroying their reputation. People commit suicide. People go into these deep, dark depression.
Lex Fridman
(03:04:05)
Well my worry, primarily, when I saw what Business Insider was doing, is that they might dim the light of a truly special scientist and creator.
Bill Ackman
(03:04:20)
It’s not going to happen.
Lex Fridman
(03:04:22)
But I also worry about others like Neri, young Neris, that this sends a signal that might scare them. And journalism shouldn’t scare aspiring young scientists.
Bill Ackman
(03:04:38)
The problem is the defamation law in the US is so favorable to the publisher, to the media, and so unfavorable to the victim. And the incentives are all wrong.

(03:04:53)
When you went from a paper version of journalism to digital, and you could track how many people click, and it’s a medium that advertising drives the economics. And if you can show an advertiser more clicks, you can make more money. So a journalist is incentivized to write a story that will generate more clicks. How do you write a story that generate more clicks? You get a billionaire guy, and then you go after his wife, and you make a sensationalist story. And you give them no time to respond, right?

(03:05:25)
Look at the timing here. On the first story, they gave us three hours. On the second one, the following day, 5:19 PM, the email comes in not to Neri, not to her firm, but to my communications person. Who tracks us down by 5:30, 10 minutes later. And they publish their story 92 minutes after.

(03:05:47)
And they sent us, “We’re going to surface all these documents in our demand.” Read the email they sent, whether you could even decipher it. There was no … And by the way, there’s a reason why academic institutions, when a professor’s accused…
Bill Ackman
(03:06:00)
The reason why academic institutions, when a professors accused of plagiarism, why they have these very careful processes with multiple stages and they can take a year or more because it depends on intent. Was this intentional? In order to be a crime, an academic crime, you got to prove that they intentionally stole. Look, in some cases it’s obvious. In some cases it’s very subtle and they take this stuff super seriously, but they basically accused Neri of academic crime. And then 92 minutes later, they said she committed an academic crime and that should be a crime and that should be punishable with litigation. And there should be a real cost. And we’re going to make sure there’s a real cost, reputationally and otherwise, to Business Insider and to Axel Springer. Because ultimately you got to look to the controlling owner. They’re responsible.
Lex Fridman
(03:06:50)
I’ll just say that you in this regard are inspiring to me for facing basically an institution that whole purpose is to write articles. So you’re like going into the fire.

X and free speech

Bill Ackman
(03:07:10)
My kid’s school, the epithet of the school, or the saying is go forth unafraid. I think it’s a good way to live. And again, words can’t harm me. The power of X, And we do owe Elon enormous thanks for this is now, so for example, the Washington Post wrote a story about me a couple days ago, and I didn’t think the story was a fair story. So within a few hours of the story being written, I’m able to put out a response to the story and send it to 1,200,000 people. And it gets read and reread. I haven’t checked, but probably 5 million people saw my response. Now, those are the people on X, It’s not everyone in the world. There’s a disconnection between the X world and the offline world. But reputation in my business is basically all you have. And as they say, you can take a lifetime to build a reputation and take five minutes to have a disappear.

(03:08:11)
And the media plays a very important role and they can destroy people. At least we now have some ability to fight back. We have a platform, we can surface our views. The typical old days, they write an incredibly damning article and you point out factual errors and then two months later they bury a little correction on page, whatever. By then the person was fired where their life was destroyed or the reputation’s damaged. It was with Warren Buffett talking about media, and it’s a business he really loves. He says, “You know what, Bill?” He said, “A thief with a dagger. The only person who cause you more harm than a thief with a dagger is a journalist with a pen.” And those were very powerful words.
Lex Fridman
(03:08:50)
So you think X, formerly known as Twitter, is a kind of neutralizing force to that, to the power of centralized institutions?
Bill Ackman
(03:09:00)
100%. And I think it’s a really important one, and it’s really been eye-opening for me to see how stories get covered in mainstream media. And then what I do on X is I follow people on multiple sides of an issue and you can or I post on a topic and I get to hear the other side. I read the replies. And the truth is something that people have had a lot of question about, particularly in the last, I would say five years beginning with Trump’s talking about fake news. And a lot of what Trump said about fake news is true. A big part of the world hated Trump and did everything they could to discredit him, destroy him.

(03:09:44)
And he did a lot of things perhaps deserving of being discredited. He is by a very imperfect and some cases harmful leader. But everything from pre-election, the Hunter Biden laptop story in the New York Post that then Twitter made difficult for people to share and to read. COVID, the Jay Bhattacharyas of the world, questioning the government’s response, questioning long-term lockdowns, questioning keeping kids out of school, questions about masks, about vaccines, which are still not definitively answered, no counterbalance to the power of the government when the government can shut down avenues for free speech and where the mainstream media has kind of towed the line in many stents to the government’s actions.

(03:10:49)
So having an independently owned powerful platform is very important for truth, for free speech, for hearing the other side of the story, for counterbalancing the power of the government. Elon is getting a lot of pushback. The SpaceXs and Teslas of the world are experiencing a lot of government questions and investigations. And even the President of the United States came out and said, “Look, he needs to be investigated.” I’m getting my own version of that in terms of some negative media articles. I don’t know what’s next. But yeah, if you stick your neck out in today’s world and you go against the establishment, or at least the existing administration, you can find yourself in a very challenged place. And that discourages people from sharing stuff. And that’s why anonymous speech is important, some of which you find on Twitter.

Trump

Lex Fridman
(03:11:46)
You mentioned Trump. I have to talk to you about politics.
Bill Ackman
(03:11:50)
Sure.
Lex Fridman
(03:11:50)
Amongst all the other battles, you’ve also been a part of that one. Maybe you can correct me on this, but you’ve been a big supporter of various democratic candidates over the years, but you did say a lot of nice things about Donald Trump in 2016, I believe.
Bill Ackman
(03:12:10)
So I was interviewed by Andrew Sorkin a week after Trump won the election.
Lex Fridman
(03:12:13)
Yes.
Bill Ackman
(03:12:14)
And I made my case for why I thought he could be a good president.
Lex Fridman
(03:12:16)
Yes. So what was the case back then? To which degree did that turn out to be true? And to which degree did not? To which degree was he a good president? To which degree was he not a good president?
Bill Ackman
(03:12:28)
Look, I think what I said at the time was the United States is actually a huge business. And it reminds me a bit of the type of activist investments we’ve taken on over time where this really, really great business has kind of lost its way. And with the right leadership, we can fix it. And if you think about the business of the United States today, right? You’ve got $32 trillion worth of debt over leveraged and or it’s highly leveraged, and the leverage is only increasing. We’re losing money, i.e., revenues aren’t covering expenses. The cost of our debt is going up as interest rates have gone up and the debt has to be rolled over. We have enormous administrative bloat in the country. The regulatory regime is incredibly complicated and burdensome and impeding growth. Our relations with our competitor nations and our friendly nations are far from ideal.

(03:13:23)
And those conditions were present in 2020 as well. They’re just, I would say worse now. And I said, “Look, it’s a great thing that we have a business man as president.” And in my lifetime was really the first businessman as opposed to, I mean, maybe Bush to some degree was a business person, but I thought, “Okay, I always wanted the CEO to be CEO of America.” And now we have Trump said, “Look, he’s got some personal qualities that seem less ideal, but he’s going to be President of the United States. He’s going to rise to the occasion. This is going to be his legacy, and he knows how to make deals and he’s going to recruit some great people into his administration.” I hoped. And growth can solve a lot of our problems. So if we can get rid of a bunch of regulations that are holding back the country, we can have a president.

(03:14:12)
Obama was a, I would say not a pro-business president. He did not love the business community. He did not love successful people. And having a president who just changed the tone on being a pro-business president, I thought it would be good for the country. And that’s basically what I said. And I would say Trump did a lot of good things and a lot of people, you can get criticized for acknowledging that, but I think the country’s economy accelerated dramatically. And that, by the way, the capitalist system helps the people at the bottom best when the system does well and when the economy does well.

(03:14:51)
The black unemployment rate was the lowest in history when Trump was president, and that’s true for other minority groups. So he was good for the economy, and he recognized some of the challenges and issues and threats of China early. He kind of woke up NATO. Now, again, the way he did all this stuff you can object to, but NATO actually started spending more money on defense in the early part of Trump’s presidency because of his threats, which turned out to be a good thing in light of ultimately the Russia-Ukraine war. And I think if you analyze Trump objectively based on policies, he did a lot of good for the country. I think what’s bad is he did some harm as well.

(03:15:40)
I do think civility disappeared in America with Trump as president. A lot of that’s his personal style. And how important is civility? I do think he was attacked very aggressively by the left, by the media that made him paranoid. It probably interfered with his ability to be successful. He had the Russian collusion investigation overhang, and when someone’s attacked, they’re not going to be at their best, particularly if they’re paranoid. I think there’s some degree of that, but I’m giving the best of defense of Trump. Just you look at how he managed his team, right? Very few people made it through the Trump administration without getting fired or quitting, and he would say they’re the greatest person in the world when he hired them, and they’re total disaster when he fired them. It’s not an inspiring way to be a leader and to attract really talented people.

(03:16:39)
I think the events surrounding the election, I think January 6th, he could have done a lot more to stop a riot. I don’t consider it an insurrection, but a riot that takes place in our capitol. And where police officers are killed or die, commit suicide for failure as they sought it to do their job. He stepped in way too late to stop that. He could have stopped it early. Many of his words, I think, inspired people, some of whom with malintent to go in there and cause harm, and literally to shut down the government. There were some evil people unfortunately there. So he’s been a very imperfect president and also I think contributed to the extreme amount of divisiveness in our country. So I was ultimately disappointed by the note of optimism. And again, I always support the president. I trust the people ultimately to select our next leader.

(03:17:37)
It’s a bit like who wants to be a millionaire? When you go to the crowd and the crowd says a certain thing, you got to trust the crowd. But usually in who wants to be a millionaire, it’s a landslide in one direction. So you know which letter to pick. Here, we had an incredibly close election, which itself is a problem. So my dream and what I’ve tried a little bit, played politics in the last little period to support some alternatives to Trump so that we have a president. I use the example, imagine you woke up in the morning, it’s election day, whatever it is, this November 4th, whatever, 2024, and you still haven’t figured out who to vote for because the candidates are so appealing that you don’t know which lever to pull because it’s a tough call. That’s the choice we should be making as Americans. It shouldn’t be, I’m a member of this party and I’m only going to vote this way. I’m a member of that party going to vote the other way and I hate the other side. And that’s where we’ve been, unfortunately for too long.
Lex Fridman
(03:18:31)
Or you might be torn because both candidates are not good.
Bill Ackman
(03:18:35)
Yeah.
Lex Fridman
(03:18:36)
I love a future where I’m torn because the choices are so amazing.
Bill Ackman
(03:18:42)
The problem is the party system is so screwed up and the parties are self-interested, and there’s another governance problem, an incentive problem. Michael Porter, who was one of my professors at Harvard Business School, wrote a brilliant piece on the American political system and all the incentives and market dynamics and what he called a competitive analysis. It’s a must read. I should dig it up and send it around on X, but it explains how the parties and the incentives of these sort of self-sustaining entities where the people involved are not incentivized to do what’s best for the country, it’s a problem.

Dean Phillips

Lex Fridman
(03:19:22)
You’ve been a supporter of Dean Phillips for the 2024 US presidential race.
Bill Ackman
(03:19:28)
Yes.
Lex Fridman
(03:19:28)
What do you like about Dean?
Bill Ackman
(03:19:31)
I think he’s a honest, smart, motivated, capable, proven guy as a business leader. And I think in six, almost in his three terms in Congress, he ran when Trump was elected, he said his kids cried, his daughters cried, inspired him to run for office, ran in a Republican district in Minnesota for the last 60 years, was elected in the landslide, has been re-elected twice, moved up the ranks in the Congress, respected by his fellow members of Congress, advance some important legislation during COVID on senior roles, on various foreign policy committees. Centrist considered, I think the second most bipartisan member of the Congress. I’d love to have a bipartisan president. That’s the only way to go forward. But we’d enormously benefit if we had a president that chose policies on the basis of what’s best for the country as opposed to what his party wanted. What I like about him is he’s financially independent.

(03:20:36)
He’s not a billionaire, but he doesn’t need the job. The party hates him now because he challenged the king, but he was willing to give up his political career because what he thought was best for the country, he tried to get other people to run who were higher profile, had more name recognition. None would, no one wants to challenge Biden if they want to have a chance to stay in office or run in the future. But he’s very principled. I think he would be a great president, but his shot is Michigan, but he needs to raise money in order to… He’s only got a couple weeks and he’s got to be on TV there. That’s expensive. So we’ll see.
Lex Fridman
(03:21:16)
So he has to increase name recognition, all that kind of stuff. Also, as you mentioned, he’s young.
Bill Ackman
(03:21:21)
55. Yeah, but he’s a young 55. You see him play hockey.
Lex Fridman
(03:21:24)
Yeah. I mean, I guess 55 no matter what is a pretty young age.
Bill Ackman
(03:21:27)
I’m 57. I feel young. I can do more pull-ups today than I could as a kid. So that’s a standard.
Lex Fridman
(03:21:34)
You’re at the top of your tennis game.
Bill Ackman
(03:21:36)
I’m at the top of my tennis game for sure.
Lex Fridman
(03:21:38)
Maybe there’s someone that would disagree with that.
Bill Ackman
(03:21:40)
And by the way, the other thing to point out here is, and I have been pointing this out as of others, Biden is I think is done. I mean, it’s embarrassing. It’s embarrassing for the country having him as a presidential candidate, let alone the president of the country. It’s crazy. And it’s just going to get worse and worse and should… The worst of his legacy is his ego that prevents him from stepping aside. And that’s it. It’s his ego. And it is so wrong and so bad and so embarrassing when you talk to people. I was in Europe, I was in London a few days ago, and people are like, “Bill, how can this guy be a president?” And it’s a bit like, again, I go back to my business analogy. Being a CEO is like a full contact sport. Being President of the United States is like some combination of wrestling, marathon running, being a triathlete.

(03:22:36)
I mean, you got to be at the serious physical shape and at the top of your game to represent this country. And he is a far cry from that. And it’s just getting worse, and it’s embarrassing. And he cannot be. And by the way, every day he waits, he’s handing the election to Trump because it’s harder and harder for an alternative candidate to surface. Now, Dean is the only candidate left on the Democratic side. They can still win delegates. He’s on the ballot in 42 states. And the best way for Biden to step aside is for Dean to show well in Michigan.
Lex Fridman
(03:23:11)
And so you think there is a path with the delegates and all that kind of stuff?
Bill Ackman
(03:23:14)
100%. So what has to happen is New Hampshire, he went from 0 to 20% of the vote and 10 weeks with no name recognition. I helped a little bit. Elon helped. We did a spaces for him. We had 350,000 people on the spaces. Some originally 40,000 live or something and then the rest after. And then he was on the ground in New Hampshire. And New Hampshire is one of the states where you don’t need to be registered to a party to vote for the candidate. So it’s like jump ball and you got 20%. And that’s with a lot of independents and Democrats voting for Haley.

(03:23:52)
Haley, who I like and who I’ve supported, does not look like she’s going to make it. Trump is really kind of running the table. And so vote for Haley as an independent Michigan, maybe throw away your vote. I think it increases the likelihood that Dean can get those independent votes if he could theoretically, again, he needs money, he could beat Biden in Michigan. Biden’s doing very poorly in Michigan. His polls are terrible. The Muslim community is not happy with him, and he really has spent no time there. And so if he’s embarrassed in Michigan, it could be a catalyst for him withdrawing.

(03:24:29)
Then Dean will get funding if he wins Michigan or shows well in Michigan, and people say he’s viable. He’s the only choice we have. He’ll attract from the center, he’ll attract from people, Republicans who won’t vote for Trump, of which there are a big percentage, could be 60% or more. It could be 70% won’t vote for Trump and also from the Democrats. So I think he’s a really interesting candidate, but we’ve got to get the word out.
Lex Fridman
(03:24:53)
I gotten a chance to chat with Dean. I really like him. I really like him. And I think the next President of the United States is going to have to meet and speak regularly with Zelensky, Putin, [inaudible 03:25:07], with world leaders and have some of the most historic conversations, agreements, negotiations. And I just don’t see Biden doing that.
Bill Ackman
(03:25:17)
No.
Lex Fridman
(03:25:18)
And not for any reason, but sadly, age.
Bill Ackman
(03:25:23)
Think about it this way. When Biden’s present now, you saw his recent impromptu press conference, which he did after the special prosecutor report, basically saying the guy was way past his prime, and then he confused the president of Mexico and the president of Egypt. So they’re very careful when they roll him out and he’s scripted and he’s always reading from a lectern. Imagine the care they have in exposing him, and when they expose him, it’s terrible. Okay. Imagine how bad it is for real.
Lex Fridman
(03:25:55)
It’s not good.
Bill Ackman
(03:25:56)
No, really bad for America. And I’m upset with him and upset with his family. I’m upset with his wife. This is the time where the people closest to you have to put their arms around you and say, “Dad, honey, you’ve done your thing. This is going to be your legacy and it’s not going to be a good one.”
Lex Fridman
(03:26:16)
Great leaders should also know when to step down.
Bill Ackman
(03:26:19)
Yeah. One of the best tests of a leader is succession planning. This is a massive failure of succession planning.

Future

Lex Fridman
(03:26:26)
Outside of politics, let me look to the future, first, in terms of the financial world, what are you looking forward to in the next couple of years? You have a new fund. What are you thinking about in terms of investment, your own and the entire economy, and maybe even the economy of the world?
Bill Ackman
(03:26:52)
Sure. So the SEC doesn’t like us to talk about new funds that we’re launching, that we filed with the SEC.
Lex Fridman
(03:27:00)
Sure.
Bill Ackman
(03:27:02)
But I would say I do, and by the way, if anyone’s ever interested in a fund, they should always read the prospectus carefully, including the risk factors. That’s very, very important. But I like the idea of democratizing access to good investors, and I think that’s an interesting trend. So we want to be part of that trend. In terms of financial markets, generally the economy, a lot is going to depend upon the next leader of the country. So we’re kind of right back there. The leadership of the United States is important for the US economy. It’s important for the global economy, it’s important for global peace, and we’ve gone through a really difficult period, and it’s time. We need a break. But look, I think the United States is an incredibly resilient country.

(03:27:45)
We have some incredible moats among them. We have the Atlantic and the Pacific, and we have peaceful neighbors to the north and the South. We’re an enormously rich country. Capitalism still works effectively here. I get optimistic about the world when I talk to my friends who are either venture capitalists or my hobby of backing these young entrepreneurs. I talked to a founder of a startup, if you want to get optimistic about the world. So I think technology is going to save us. I think AI, of course, has its frightening, Terminator-like scenarios. But I’m going to take the opposite view that this is going to be a huge enabler of productivity, scientific discovery, drug discovery, and it’s going to make us healthier, happier, and better. So I do think the internet revolution had a lot of good, obviously some bad. I think the AI revolution’s going to be similar, but we’re at this other really interesting juncture in the world with technology, and we’re going to have to use it for our good.

(03:28:47)
On the media front, I’m happy about X, and I think Elon’s going to be successful here. I think advertisers will realize it’s a really good platform. The best way to reach me, if you want to sell something to me, I’ve actually bought stuff on some ads in X. I don’t remember the last time I responded to a direct response advertising. In terms of my business, I have an incredible team. It’s tiny. We’re one of the smallest firms relative to the assets we manage. It’s a bit like the Navy SEALs, not the US Army. We have only 40 people at Pershing Square. So it’s a tight team. I think we’ll do great things. I think we’re early on my ambitions investment-wise, I’ve always said I’d like to have a record as good as Warren Buffett’s. The problem is, each year he adds on another year.

(03:29:38)
He’s now in his 93rd year. So I’ve got 36 more years to just get where he is, and I think he’s going to add a lot more years. I’m excited about seeing what Neri is going to produce. She’s building an incredible company. They’re trying to solve a lot of problems with respect to products and buildings and their impact on the environment. Her vision is how do we design products that by virtue of the product’s existence, the world is a better place. Today, her world is a world where the existence of the new car actually is better for the environment than if the new car hadn’t existed. And think about that in every product scale, that’s what she’s working on. I don’t want to give away too much, but you’re going to see some early examples of what she’s working on. So again, I get excited about the future and crises are sort of a terrible thing to waste.

(03:30:31)
And we’ve had a number of these here. I think this disaster in the Middle East, my prediction is the next few months, this war will largely be over in terms of getting rid of Hamas. I think I can envision a world in which Saudi Arabia, some of the other Gulf states come together, take over the governance and reconstruction of Gaza. Security guarantees are put in place. The Abraham Accords continue to grow. A deal is made. Terrorists are ostracized that this October 7th experience on the Harvard, Penn, MIT, Columbia, unfortunately, other campuses is a wake-up call for universities. Generally, people see the problems with DEI, but understand the importance of diversity and inclusion, but not as a political movement, but as a way that we return to a meritocratic world where someone’s background is relevant in understanding their contribution, but we don’t have race quotas and things that were made illegal years ago actually being implemented in organizations on campus. So I think there’s, if we can go through a corrective phase, and I’m an optimist and I hope we get there.
Lex Fridman
(03:31:47)
So you have hope for the entirety of it, even for Harvard.
Bill Ackman
(03:31:51)
I have hope, even for Harvard, it’s generally hard to break 400 year old things.
Lex Fridman
(03:31:56)
Well, I share your hope and you are a fascinating mind, a brilliant mind, persistent as you like to say. And fearless, the fearless part is truly inspiring, and this was an incredible conversation. Thank you. Thank you for talking today, Bill.
Bill Ackman
(03:32:13)
Thank you, Lex.
Lex Fridman
(03:32:14)
Thanks for listening to this conversation with Bill Ackman. To support this podcast, please check out our sponsors in the description. And now, let me leave you some words from Jonathan Swift, “A wise person should have money in their head, but not in their heart.” Thank you for listening and hope to see you next time.

Transcript for Marc Raibert: Boston Dynamics and the Future of Robotics | Lex Fridman Podcast #412

This is a transcript of Lex Fridman Podcast #412 with Marc Raibert.
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Table of Contents

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Introduction

Marc Raibert
(00:00:00)
BigDog became LS3, which is the big load carrying one.
Lex Fridman
(00:00:04)
Just a quick pause. It can carry 400 pounds.
Marc Raibert
(00:00:08)
It was designed to carry 400, but we had it carrying about 1,000 pounds at one time.
Lex Fridman
(00:00:12)
Of course you did. Just to make sure.
Marc Raibert
(00:00:15)
We had one carrying the other one. We had two of them, so we had one carrying the other one.
Lex Fridman
(00:00:19)
So one of the things that stands out about the robots Boston Dynamics have created is how beautiful the movement is, how natural the walking is and running is, even flipping, it’s throwing is, so maybe you can talk about what’s involved in making it look natural.
Marc Raibert
(00:00:37)
Well, I think having good hardware is part of the story, and people who think you don’t need to innovate hardware anymore are wrong.
Lex Fridman
(00:00:49)
The following is a conversation with Marc Raibert, a legendary roboticist, founder and longtime CEO of Boston Dynamics, and recently the Executive Director of the newly created Boston Dynamics AI Institute, that focuses on research and the cutting edge, on creating future generations of robots that are far better than anything that exists today. He has been leading the creation of incredible legged robots for over 40 years at CMU, at MIT, the legendary MIT Leg Lab, and then of course, Boston Dynamics with amazing robots like BigDog, Atlas, Spot, and Handle. This was a big honor and pleasure for me.

(00:01:35)
This is the Lex Friedman Podcast. To support it, please check out our sponsors in the description. And now, dear friends, here’s Marc Raibert. When did you first fall in love with robotics?

Early robots

Marc Raibert
(00:01:47)
Well, I was always a builder from a young age. I was lucky. My father was a frustrated engineer, and by that, I mean he wanted to be an aerospace engineer, but his mom from the old country thought that that would be like a grease monkey, and so she said no. So he became an accountant.

(00:02:10)
But the result of that was our basement was always full of tools and equipment and electronics, and from a young age, I would watch him assembling an ICO kit or something like that. I still have a couple of his old ICO kits.

(00:02:27)
But it was really during graduate school when I followed a professor back from class. It was Berthold Horn at MIT, and I was taking an interim class. It’s IAP, Independent Activities Period. And I followed him back to his lab, and on the table was a [inaudible 00:02:50] robot arm taken apart in probably a thousand pieces. And when I saw that, from that day on, I was a roboticist.
Lex Fridman
(00:02:58)
Do you remember the year?
Marc Raibert
(00:02:59)
1974.
Lex Fridman
(00:03:02)
1974. So there’s just this arm in pieces.
Marc Raibert
(00:03:04)
Yeah.
Lex Fridman
(00:03:04)
And you saw the pieces and you saw in your vision the arm when it’s put back together and the possibilities that holds.
Marc Raibert
(00:03:12)
Somehow it spurred my imagination. I was in the branding cognitive sciences department as a graduate student doing neurophysiology. I’d been an electrical engineer as an undergrad at Northeastern. And the neurophysiology wasn’t really working for me. It wasn’t conceptual enough. I couldn’t see really how by looking at single neurons, you were going to get to a place where you could understand control systems or thought or anything like that. And the AI lab was always an appealing. This was before, [inaudible 00:03:47]. This was in the ’70s. So the AI lab was always an appealing idea. And so when I went back to the AI lab following him and I saw the arm, I just thought, “This is it.”
Lex Fridman
(00:03:58)
It’s so interesting, the tension between the BCS, brain cognitive science approach to understanding intelligence, and the robotics approach to understanding intelligence.
Marc Raibert
(00:04:09)
Well, BCS is now morphed. They have the Center for Brains, minds and Machines, which is trying to bridge that gap. And even when I was there, David Maher was in the AI lab. David Maher had models of the brain that were appealing both to biologists but also to computer people. So he was a visitor in the AI lab at the time, and I guess he became full-time there.

(00:04:34)
So that was the first time a bridge was made between those two groups then the bridge kind of went away, and then there was another time in the ’80s. And then recently the last five or so years, there’s been a stronger connection.
Lex Fridman
(00:04:48)
You said you were always kind of a builder. What stands out to you in memory of a thing you’ve built, maybe a trivial thing that just kind of inspired you in the possibilities that this direction of work might hold?
Marc Raibert
(00:05:02)
We were just doing gadgets when we were kids. I have a friend, we were taking the… I don’t know if everybody remembers, but fluorescent lights had this little aluminum cylinder, I can’t even remember what it’s called now that you needed a starter, I think it was. And we would take those apart, fill them with match heads, put a tail on it and make it into little rockets.
Lex Fridman
(00:05:27)
So it wasn’t always about function, it was, well…
Marc Raibert
(00:05:30)
Rocket was pretty [inaudible 00:05:32].
Lex Fridman
(00:05:32)
I guess that is pretty functional. But yeah, I guess that is a question. How much was it about function versus just creating something cool?
Marc Raibert
(00:05:39)
I think it’s still a balance between those two. There was a time though, I guess I was probably already a professor or maybe late in graduate school, when I thought that function was everything and that mobility, dexterity, perception and intelligence, those are the key functionalities for robotics, that that’s what mattered. And nothing else mattered.

(00:06:04)
And I even had kind of this platonic ideal that a robot, if you just looked at a robot and it wasn’t doing anything, it would look like a pile of junk, which a lot of my robots looked like in those days. But then when it started moving, you’d get the idea that it had some kind of life or some kind of interest in its movement, and I think we purposely even designed the machines not worrying about the aesthetics of the structure itself. But then it turns out that the aesthetics of the thing itself add and combine with the lifelike things that the robots can do. But the heart of it is making them do things that are interesting.

Legged robots

Lex Fridman
(00:06:47)
One of the things that underlies a lot of your work is that the robots you create, the systems you have created for over 40 years now have a kind of, they’re not cautious. So a lot of robots that people know about move about this world very cautiously, carefully, very afraid of the world. A lot of the robots you built, especially in the early days, were very aggressive under actuated. They’re hopping, they’re wild, moving quickly. So is there a philosophy under underlying that?
Marc Raibert
(00:07:20)
Well, let me tell you about how I got started on legs at all. When I was still a graduate student, I went to a conference. It was a biological legged locomotion conference, I think it was in Philadelphia. So it was all biomechanics people, researchers who would look at muscle and maybe neurons and things like that. They weren’t so much computational people, but they were more biomechanics and maybe there were a thousand people there.

(00:07:45)
And I went to a talk. All the talks were about the body of either animals or people and respiration, things like that. But one talk was by a robotics guy, and he showed a six legged robot that walked very slowly. It always had at least three feet on the ground, so it worked like a table or a chair with tripod stability, and it moved really slowly.

(00:08:12)
And I just looked at that and said, wow, that’s wrong. That’s not anything like how people and animals work because we bounce and fly. We have to predict what’s going to happen in order to keep our balance when we’re taking a running step or something like that. We use the springiness in our legs, our muscles and our tendons and things like that as part of the story. The energy circulates. We don’t just throw it away every time.

(00:08:40)
I’m not sure I understood all that when I first thought, but I definitely got inspired to say, “Let’s try the opposite.” And I didn’t have a clue as to how to make a hopping robot work, not balance in 3D. In fact, when I started, it was all just about the energy of bouncing, and I was going to have a springy thing in the leg and some actuator so that you could get an energy regime going of bouncing.

(00:09:08)
And the idea that balance was an important part of it didn’t come until a little later. And then I made the pogo stick robots. Now I think that we need to do that in manipulation. If you look at robot manipulation, a community has been working on it for 50 years. We’re nowhere near human levels of manipulation. It’s come along, but I think it’s all too safe.

(00:09:35)
And I think trying to break out of that safety thing of static grasping. If you look at a lot of work that goes on, it’s about the geometry of the part, and then you figure out how to move your hand so that you can position it with respect to that, and then you grasp it carefully and then you move it. Well, that’s not anything like how people and animals work. We juggle in our hands, we hug multiple objects and can sort them. So.

(00:10:03)
Now to be fair, being more aggressive is going to mean things aren’t going to work very well for a while, so it’s a longer term approach to the problem, and that’s just theory now. Maybe that won’t pay off, but that’s how I’m trying to think about it, trying to encourage our group to go at it.
Lex Fridman
(00:10:22)
Well, we’ll talk about what it means to what is the actual thing we’re trying to optimize for a robot, sometimes, especially with human robot interaction, maybe flaws is a good thing. Perfection is not necessarily the right thing to be chasing. Just like you said, maybe being good at fumbling an object, being good at fumbling might be the right thing to optimize versus perfect modeling of the object and perfect movement of the arm to grasp that object as maybe perfection is not supposed to exist in the real world.
Marc Raibert
(00:10:57)
I don’t know if you know my friend Matt Mason, who is the director of the Robotics Institute at Carnegie Mellon, and we go back to graduate school together, but he analyzed a movie of Julia Child’s doing a cooking thing, and she did, I think he said something like there were 40 different ways that she handled a thing and none of them was grasping. She would nudge, roll, flatten with her knife, things like that. And none of them was grasping.
Lex Fridman
(00:11:28)
So okay, let’s go back to the early days. First of all, you’ve created and led the Leg Lab, the legendary Leg Lab at MIT. So what was that first hopping robot?
Marc Raibert
(00:11:38)
But first of all, the Leg Lab actually started at Carnegie Mellon.
Lex Fridman
(00:11:41)
Carnegie Mellon.
Marc Raibert
(00:11:42)
So I was a professor there starting in 1980, about 1986, so that’s where the first topping machines were built. I guess we got the first one working in about 1982, something like that. That was a simplified one. Then we got a three-dimensional one in 1983, the quadruped that we built at the Leg Lab, the first version was built in about 1984 or five, and really only got going about ’86 or so, and took years of development to get it to…
Lex Fridman
(00:12:17)
Let’s just pause here. For people who don’t know, I’m talking to Mark Weber, founder of Boston Dynamics. But before that, you were a professor developing some of the most incredible robots for 15 years. And before that, of course, a grad student and all that. So you’ve been doing this for a really long time. You skipped over this, but go to the first hopping robot. There’s videos of some of this.

(00:12:38)
These are incredible robots. You talked about the very first step was to get a thing hopping up and down, and then you realized, well, balancing is a thing you should care about, and it’s actually a solvable problem. Can you just go through how to create that robot? What was involved in creating that robot?
Marc Raibert
(00:13:00)
Well, I’m going to start on not the technical side, but I guess we could call it the motivational side or the funding side. So before Carnegie Mellon, I was actually at JPL at the Jet Propulsion Lab for three years. And while I was there, I connected up with Ivan Sutherland, who is sometimes regarded as the father of computer graphics because of work he did both at MIT and then University of Utah and Evanston Sutherland.

(00:13:28)
Anyway, I got to know him and at one point he said he encouraged me to do some kind of project at Caltech, even though I was at JPL. Those are kind of related institutions. And so I thought about it and I made up a list of three possible projects, and I purposely made the top one and the bottom one really boring sounding. And in the middle I put Pogo stick robot. And when he looked at it, Ivan is a brilliant guy, brilliant engineer, and a real cultivator of people. He looked at it and knew right away what thing that was worth doing. And so he had an endowed chair, so he had about $3,000 that he gave me to build the first model, which I went I to the shop and with my own hands kind of made a first model, which didn’t work and was just a beginning shot at it.

(00:14:32)
Ivan and I took that to Washington. And in those days you could just walk into DARPA and walk down the hallway and see who’s there, and Ivan, who had been there in his previous life. And so we walked around and we looked in the offices. Of course, I didn’t know anything. I was basically a kid, but Ivan knew his way around, and we found Craig Fields in his office.

(00:14:54)
Craig later became the director of DARPA, but in those days, he was a program manager. And so we went in, I had a little Samsonite suitcase, which we opened, and it had just the skeleton of this one-legged hopping robot. And we showed it to him, and you could almost see the drool going down his chin of excitement. And he sent me $250,000. He said, “Okay, I want to fund this.”

(00:15:19)
And I was between institutions, I was just about to leave JPL, and I hadn’t decided yet where I was going next, and then when I landed at CMU, he sent $250,000, which in 1980 was a lot of research money.
Lex Fridman
(00:15:34)
Did you see the possibility of where this is going, why this is an important problem?
Marc Raibert
(00:15:39)
No.
Lex Fridman
(00:15:41)
It has to do with leg locomotion. I mean, it has to do with all these problems that the human body solves when we’re walking, for example. All the fundamentals are there.
Marc Raibert
(00:15:51)
Yeah, I think that was the motivation to try and get more at the fundamentals of how animals work, but the idea that it would result in machines that were anything practical like we’re making now, that wasn’t anywhere in my head. As an academic, I was mostly just trying to do the next thing, make some progress, impress my colleagues if I could.
Lex Fridman
(00:16:14)
And have fun.
Marc Raibert
(00:16:15)
And have fun.
Lex Fridman
(00:16:16)
Pogo stick robot.
Marc Raibert
(00:16:17)
Pogo stick robot.
Lex Fridman
(00:16:18)
So what was on the technical side? What are some of the challenges of getting to the point where we saw in the video the pogo stick robot that’s actually successfully hopping and then eventually doing flips and all this kind of stuff?
Marc Raibert
(00:16:31)
Well, in the very early days, I needed some better engineering than I could do myself, and I hired Ben Brown. We each had our way of contributing to the design, and we came up with a thing that could start to work. I had some stupid ideas about how the actuation system should work, and we sorted that out.

(00:16:52)
It wasn’t that hard to make it balanced once you get the physical machine to be working well enough and have enough control over the degrees of freedom. We started out by having it floating on an inclined air table, and then that only gave us like six foot of travel, so once it started working, we switched to a thing that could run around the room on another device. It’s hard to explain these without you seeing them, but you probably know what I’m talking about, a planarize.

(00:17:23)
And then the next big step was to make it work in 3D, which that was really the scary part with these simple things. People had inverted pendulums at the time for years, and they could control them by driving a cart back and forth, but could you make it work in three dimensions while it’s bouncing and all that? But it turned out not to be that hard to do, at least at the level of performance we achieved at the time.
Lex Fridman
(00:17:46)
Okay. You mentioned inverted pendulum, but can you explain how a hopping stick in 3D can balance itself?
Marc Raibert
(00:17:57)
Yeah, sure.
Lex Fridman
(00:17:58)
What does the actuation look like?
Marc Raibert
(00:18:01)
The simple story is that there’s three things going on. There’s something making it bounce. And we had a system that was estimating how high the robot was off the ground and using that. There’s energy that can be in three places in a pogo stick: one is in the spring, one is in the altitude, and the other is in the velocity. And so when at the top of the hop, it’s all in the height, so you could just measure how high you’re going, and thereby have an idea of a lot about the cycle, and you could decide whether to put more energy in or less. That’s one element.

(00:18:40)
Then there’s a part that you decide where to put the foot. And if you think when you’re landing on the ground with respect to the center of mass. So if you think of a pole vaulter, the key thing the pole vaulter has to do is get its body to the right place when the pole gets stuck. If they’re too far forward, they kind of get thrown backwards. If they’re too far back, they go over. And what they need to do is get it so that they go mostly up to get over the thing. And high jumpers is the same kind of thing. So there’s a calculation about where to put the foot, and we did something relatively simple.

(00:19:16)
And then there’s a third part to keep the body at an attitude that’s upright, because if it gets too far, you could hop and just keep rotating around. But if it gets too far, then you run out of motion of the joints at the hips. So you have to do that. And we did that by applying a torque between the legs and the body. Every time the foot’s on the ground. You only can do it while the foot’s on the ground in the air. The physics don’t work out.
Lex Fridman
(00:19:42)
How far does it have to tilt before it’s too late to be able to balance itself or it’s impossible to balance itself, correct itself?
Marc Raibert
(00:19:50)
Well, you’re asking an interesting question because in those days, we didn’t actually optimize things and they probably could have gone much further than we did and then had higher performance, and we just kind of got a sketch of a solution and worked on that. And then in years since, some people working for us, some people working for others, people came up with all kinds of equations or algorithms for how to do a better job, be able to go faster.

(00:20:19)
One of my students worked on getting things to go faster. Another one worked on climbing over obstacles. Because when you’re running on the open ground, it’s one thing; if you’re running up a stair, you have to adjust where you are, otherwise things don’t work out. You land your foot on the edge of the steps. There’s other degrees of freedom to control if you’re getting to more realistic, practical situations.
Lex Fridman
(00:20:44)
I think it’s really interesting to ask about the early days because believing in yourself, believing that there’s something interesting here. And then you mentioned finding somebody else, Ben Brown. What’s that like, finding other people with whom you can build this crazy idea and actually make it work?
Marc Raibert
(00:21:00)
Probably the smartest thing I ever did is to find the other people. When I look at it now, I look at Boston Dynamics and all the really excellent engineering there, people who really make stuff work, I’m only the dreamer.
Lex Fridman
(00:21:16)
So when you talk about pogo stick robot or legged robots, whether it’s quadrupeds or humanoid robots, did people doubt that this is possible? Did you experience a lot of people around you kind of…
Marc Raibert
(00:21:29)
I don’t know if they doubted whether it was possible, but I think they thought it was a waste of time.
Lex Fridman
(00:21:34)
Oh, it’s not even an interesting problem.
Marc Raibert
(00:21:36)
I think for a lot of people. I think it’s been both, though. Some people, I felt like they were saying, “Oh, why are you wasting your time on this stupid problem?” But then I’ve been at many things where people have told me it’s been an inspiration to go out and attack these harder things. And I think legged locomotion has turned out to be a useful thing.
Lex Fridman
(00:22:06)
Did you ever have doubt about bringing Atlas to life, for example, or with Big Dog just every step of the way? Did you have doubt? This is too hard of a problem.
Marc Raibert
(00:22:19)
At first, I wasn’t an enthusiast for the humanoids. Again, it goes back to saying “what’s the functionality?” And the form wasn’t as important as the functionality. And also, there’s an aspect to humanoid robots that’s about about the cosmetics, where there isn’t really other functionality, and that kind of is off putting for me. As a roboticist, I think the functionality really matters. So probably that’s why I avoided the humanoid robots to start with.

(00:22:51)
But I’ll tell you, after we started working on them, you could see that the connection and the impact with other people, whether they’re laypeople or even other technical people, there’s a special thing that goes on, even though most of the humanoid robots aren’t that much like a person.
Lex Fridman
(00:23:11)
But we anthropomorphize and we see the humanity. But also with Spot, you can see not the humanity, but whatever we find compelling about social interactions there in Spot, as well.
Marc Raibert
(00:23:24)
Well. I’ll tell you, I go around giving talks and take Spot to a lot of them, and it’s amazing. The media likes to say that they’re terrifying and that people are afraid, and YouTube commenters like to say that it’s frightening. But when you take a Spot out there, maybe it’s self-selecting, but you get a crowd of people who want to take pictures, want to pose for selfies, want to operate the robot, want to pet it, want to put clothes on it. It’s amazing.
Lex Fridman
(00:23:52)
Yeah, I love Spot. So if we move around history a little bit, so you said, I think, in the early days of Boston Dynamics that you quietly worked on making a running version of Aibo, Sony’s robot dog.
Marc Raibert
(00:24:05)
Yeah.
Lex Fridman
(00:24:06)
It’s just an interesting little tidbit of history for me. What stands out to your memory from that task? For people who don’t know, that little dog robot moves slowly. How did that become Big Dog? What was involved there? What was the dance between how do we make this cute little dog versus a thing that can actually carry a lot of payload and move fast and stuff like that?
Marc Raibert
(00:24:29)
What the connection was is that at that point, Boston Dynamics was mostly a physics-based simulation company. So when I left MIT to start Boston Dynamics, there was a few years of overlap, but the concept wasn’t to start a robot company. The concept was to use this dynamic simulation tool that we developed to do robotics for other things. But working with Sony, we got back into robotics by doing the IBO Runner, we made some tools for programming Curio, which was a small humanoid this big that could do some dancing and other kinds of fun stuff. And I don’t think it ever reached the market, even though they did show it. When I look back, I say that we got us back where we belonged.
Lex Fridman
(00:25:14)
Yeah, you rediscovered the soul of the company.
Marc Raibert
(00:25:17)
That’s right.
Lex Fridman
(00:25:18)
And so from there, it was always about robots.
Marc Raibert
(00:25:21)
Yeah.
Lex Fridman
(00:25:23)
So you started Boston Dynamics in 1992.

Boston Dynamics

Marc Raibert
(00:25:27)
Right.
Lex Fridman
(00:25:28)
What are some fond memories from the early days?
Marc Raibert
(00:25:31)
One of the robots that we built wasn’t actually a robot, it was a surgical simulator, but it had force feedback, so it had all the techniques of robotics, and you look down into this mirror, it actually was, and it looked like you were looking down onto the body you were working on. Your hands were underneath the mirror where you were looking, and you had tools in your hands that were connected up to these force feedback devices made by another MIT spin out, Sensible Technologies.
Marc Raibert
(00:26:00)
Another MIT spin out sensible technologies. So they made the force feedback device, we attached the tools and we wrote all the software and did all the graphics. So we had 3D computer graphics. It was in the old days, this was in the late 90s when you had a Silicon Graphics computer that was about this big. It was the heater in the office basically.

(00:26:24)
And we were doing surgical operations’ anastomosis, which was stitching tubes together. Tubes like blood vessels or other things in their body. And you could feel, you could see the tissues move. And it was really exciting. And the idea was to make a trainer to teach surgeons how to do stuff. We built a scoring system because we’d interviewed surgeons that told us what you’re supposed to do and what you’re not supposed to do.

(00:26:50)
You’re not supposed to tear the tissue, you’re not supposed to touch it in any place except for where you’re trying to engage. There were a bunch of rules. So we built this thing and took it to a trade show, a surgical trade show, and the surgeons were practically lined up. Well, we kept a score and we posted their scores on a video game. And those guys are so competitive that they really, really loved doing it.

(00:27:13)
And they would come around and they see someone’s score was higher there, so they would come back. But we figured out shortly after, that we thought surgeons were going to pay us to get trained on these things and the surgeons thought we should pay them so they could teach us about the thing. And there was no money from the surgeons. And we looked at it and thought, well, maybe we could sell it to hospitals that would train their surgeons.

(00:27:39)
And then we said, at the time we were probably a 12 person company or maybe 15 people, I don’t remember, there’s no way we could go after a marketing activity. The company was all bootstrapped in those years. We never had investors until Google bought us, which was after 20 years. So we didn’t have any resources to go after hospitals. So one day, Rob and I were looking at that and we’d built another simulator for knee arthroscopy and we said, “This isn’t going to work.” And we killed it. And we moved on. And that was really a milestone in the company because we sort of understood who we were and what would work and what wouldn’t. Even though technically it was really a fascinating thing.
Lex Fridman
(00:28:24)
What was that meeting like, where you’re just sitting at a table, “You know what? We’re going to pivot completely. We’re going to let go of this thing we put so much hard work into and then go back to the thing it came from.”
Marc Raibert
(00:28:39)
It just always felt right once we did it.
Lex Fridman
(00:28:42)
Just looked at each other and said, “Let’s build robots.”

BigDog

Marc Raibert
(00:28:44)
Yeah. What was the first robot you built under the flag of Boston Dynamics? BigDog?
Marc Raibert
(00:28:51)
Well, there was the Aibo runner, but it wasn’t even a whole robot. We took off the legs on Aibos and attached legs we’ve made. And we got that working and showed it to the Sony people. We worked pretty closely with Sony in those years. One of the interesting things is that it was before the internet and Zoom and anything like that.

(00:29:15)
So we had six ISDN lines installed and we would have a telecon every week that worked at very low frame rates, something like 10 hertz. English across the boundary with Japan was a challenge trying to understand what each of us was saying and have meetings every week for several years doing that.

(00:29:39)
And it was a pleasure working with them. They were really supporters. They seemed to like us and what we were doing. That was the real transition from us being a simulation company into being a robotics company again.
Lex Fridman
(00:29:51)
It was a quadruplet. The legs were four legs digital legs?
Marc Raibert
(00:29:55)
Yeah, no, four legs.
Lex Fridman
(00:29:56)
And what did you learn from that experience of building basically a fast moving quadruplet?
Marc Raibert
(00:30:03)
Mostly we learned that something that small doesn’t look very exciting when it’s running. It’s like it’s scampering and you had to watch a slow mo for it to look like it was interesting. If you watch it fast, it was just like a-
Lex Fridman
(00:30:17)
That’s funny.
Marc Raibert
(00:30:18)
One of my things was to show stuff in video from the very early days of the hopping machines. And so I was always focused on how’s this going to look through the Viewfinder and running Aibo didn’t look so cool through the Viewfinder.
Lex Fridman
(00:30:32)
So what came next? What was a big next milestone in terms of a robot you built?
Marc Raibert
(00:30:40)
I mean, you got to say that BigDog sort of put us on the map and got our heads really pulled together. We scaled up the company. BigDog was the result of Alan Rudolph at DARPA starting a biodynamics program. And he put out a request for proposals and I think there were 42 proposals written and three got funded.

(00:31:06)
One was BigDog, one was a climbing robot rise, and that put things in motion. We hired Martin Bueller, he was a professor in Montreal at McGill. He was incredibly important for getting BigDog out of the lab and into the mud, which was a key step to really be willing to go out there out and build it, break it, fix it, which is sort of one of our mottos at the company.
Lex Fridman
(00:31:32)
So testing it in the real world. For people who don’t know BigDog, maybe you can correct me, but it’s a big quadruplet four-legged robot. It looks big, could probably carry a lot of weight. Not the most weight that Boston Dynamics have built, but a lot.
Marc Raibert
(00:31:48)
Well, it’s the first thing that worked. So let’s see, if we go back to the leg lab, we built a quadruplet that could do many of the things that BigDog did, but it had a hydraulic pump sitting in the room with hoses connected to the robot. It had a VAX computer in the next room. It needed its own room because it was this giant thing with air conditioning and it had this very complicated bus connected to the robot.

(00:32:12)
And the robot itself just had the actuators. It had gyroscopes for sensing and some other sensors, but all the power and computing was off board. BigDog had all that stuff integrated on the platform. It had a gasoline engine for power, which was a very complicated thing to undertake. It had to convert the rotation of the engine into hydraulic power, which is how we actuated it. So there was a lot of learning just on building the physical robot and the system integration for that. And then there was the controls of it.
Lex Fridman
(00:32:49)
So for BigDog, you brought it all together onto one platform so-
Marc Raibert
(00:32:53)
You could take it out in the woods.
Lex Fridman
(00:32:55)
Yeah, and you did.
Marc Raibert
(00:32:56)
We did. We spent a lot of time down at the Marine Corps base in Quantico where there was a trail called the Guadalcanal Trail. And our milestone that DARPA had specified was that we could go on this one particular trail that involved a lot of challenge. And we spent a lot of time. Our team spent a lot of time down there hiking. Those were fun days.
Lex Fridman
(00:33:20)
Hiking with the robot. So what did you learn about what it takes to balance a robot like that on a trail, on a hiking trail in the woods? Basically, forget the woods. Just the real world. That’s the big leap into testing in the real world.
Marc Raibert
(00:33:36)
As challenging as the woods were, working inside of a home or in an office is really harder because when you’re in the woods, you can actually take any path up the hill. All you have to do is avoid the obstacles. There’s no such thing as damaging the woods, at least to first order. Whereas if you’re in a house, you can’t leave scuff marks, you can’t bang into the walls. The robots aren’t very comfortable bumping into the walls, especially in the early days.

(00:34:05)
So I think those were actually bigger challenges. Once we faced them, it was mostly getting the systems to work well enough together, the hardware systems to work. And the controls. In those days, we did have a human operator who did all the visual perception going up the Guadalcanal Trail. So there was an operator who was right there who was very skilled even though the robot was balancing itself and placing its own feet, if the operator didn’t do the right thing, it wouldn’t go.

(00:34:36)
But years later, we went back with one of the electric, the precursor to Spot, and we had advanced the controls and everything so much that a complete amateur could operate the robot the first time up and down and up and down. Whereas it taken us years to get there in the previous robot.
Lex Fridman
(00:34:55)
So if you fast-forward, BigDog eventually became Spot?
Marc Raibert
(00:34:59)
So BigDog became LS3, which is the big load carrying one.
Lex Fridman
(00:35:03)
Just a quick pause, it can carry 400 pounds?
Marc Raibert
(00:35:07)
It was designed to carry 400. But we had it carrying about a thousand pounds one time.
Lex Fridman
(00:35:12)
Of course you did. Just to make sure.
Marc Raibert
(00:35:14)
We had one carrying the other one. We had two of them, so we had one carrying the other one. There’s a little clip of that. We should put that out somewhere. That’s from 20 years ago.
Lex Fridman
(00:35:24)
Wow. And it can go for very long distances? You can travel the 20 miles.
Marc Raibert
(00:35:28)
Yeah. Gasoline.
Lex Fridman
(00:35:30)
Gasoline, yeah. And that event just… Okay, sorry. So LS3 then how did that lead to Spot?
Marc Raibert
(00:35:38)
So BigDog and LS3 had engine power and hydraulic actuation. Then we made a robot that was electric power. So there’s a battery driving a motor, driving a pump, but still hydraulic actuation. Larry asked us, “Could you make something that weighed 60 pounds, that would not be so intimidating if you had it in a house where there were people.”

(00:36:07)
And that was the inspiration behind the spot pretty much as it exists today. We did a prototype the same size that was the first all electric, non-hydraulic robot.
Lex Fridman
(00:36:19)
What was the conversation with Larry Page about? Here’s a guy that is very product focused and can see a vision for what the future holds. That’s just interesting aside, what was the brainstorm about the future of robotics with him?
Marc Raibert
(00:36:35)
I mean, it was almost as simple as what I just said. We were having meeting, he said, “Do you think you could make a smaller one that wouldn’t be so intimidating like a big dog if it was in your house?” And I said, “Yeah, we could do that.” And we started and did.

Hydraulic actuation

Lex Fridman
(00:36:52)
Is there a lot of technical challenges to go from hydraulic to electric?
Marc Raibert
(00:36:57)
I had been in love with hydraulics and still love hydraulics. It’s a great technology. It’s too bad that somehow the world out there looks at it like it’s old-fashioned or that it’s icky. And it’s true that you do. It is very hard to keep it from having some amount of dripping from time to time. But if you look at the performance, how strong you can get in a lightweight package, and of course we did a huge amount of innovation.

(00:37:26)
Most of hydraulic control, that is the valve that controls the flow of oil, had been designed in the 50s for airplanes. It had been made robust enough, safe enough that you could count on it so that humans could fly in airplanes and very little innovation had happened that might not be fair to the people who make the valves. I’m sure that they did innovate, but the basic had stayed the same and there was so much more you could do.

(00:37:56)
And so our engineers designed valves, the ones that are in Atlas for instance, that had new kinds of circuits, they sort of did some of the computing that could get you much more efficient use. They were much smaller and lighter so the whole robot could be smaller and lighter. We made a hydraulic power supply that had a bunch of components integrated in this tiny package.

(00:38:20)
It’s about this big, the size of a football weighs five kilograms and it produces five kilowatts of power. Of course it has to have a battery operating, but it’s got a motor, a pump filters, heat exchanger to keep it cool. Some valves all in this tiny little package. So hydraulics could still have a ways to go.

Natural movement

Lex Fridman
(00:38:44)
One of the things that stands out about the robots Boston Dynamics have created is how beautiful the movement is, how natural the walking is, and running is, even flipping is, throwing is. So maybe you can talk about what’s involved in making it look natural.
Marc Raibert
(00:39:02)
Well, I think having good hardware is part of the story and people who think you don’t need to innovate hardware anymore are wrong, in my opinion. So I think one of the things, certainly in the early years for me, taking a dynamic approach where you think about what’s the evolution of the motion of the thing going to be in the future and having a prediction of that that’s used at the time that you’re giving signals to it, as opposed to it all being sing, which is sing is sort of backward looking. It says, okay, where am I now? I’m going to try and adjust for that. But you really need to think about what’s coming.
Lex Fridman
(00:39:40)
So how far ahead you do, you have to look in time.
Marc Raibert
(00:39:44)
It’s interesting. I think that the number is only a couple of seconds for Spot. So there’s a limited horizon type approach where you’re recalculating assuming what’s going to happen in the next second or second and a half. And then you keep iterating at the next, even though a 10th of a second later you’ll say, okay, let’s do that again and see what’s happening.

(00:40:06)
And you’re looking at what the obstacles are, where the feet are going to be placed. You have to coordinate a lot of things. If you have obstacles and you’re balancing at the same time and it’s that limited horizon type calculation that’s doing a lot of that. But if you’re doing something like a somersault, you’re looking out a lot further. If you want to stick the landing, you have to, at the time of launch, have momentum and rotation, all those things coordinated so that a landing is within reach.
Lex Fridman
(00:40:38)
How hard is it to stick a landing? I mean, it’s very much under actuated. In the air, you don’t have as much control about anything. So how hard is it to get that to work? First of all, did flips with a hopping robot.
Marc Raibert
(00:40:57)
If you look at the first time we ever made a robot do a somersault, it was in a planer robot. It had a boom. So it was restricted to the surface of a sphere. We call that planer. So it could move fore-and-aft, it could go up and down and it could rotate. And so the calculation of what you need to do to stick a landing isn’t all that complicated. You have to get time to make the rotation.

(00:41:22)
So how high you jump gives you time. You look at how quickly you can rotate. And so if you get those two right, then when you land, you have the feet in the right place and you have to get rid of all that rotational and linear momentum. But that’s not too hard to figure out. And we made back in about 1985 or six, I can’t remember, we had a simple robot doing somersaults.

(00:41:50)
To do it in 3D, really the calculation is the same. You just have to be balancing in the other degrees of freedom. If you’re just doing a somersault, it’s just a plainer thing. Ron Robert was my graduate student and we were at MIT, which is when we made a two-legged robot do a 3D somersault for the first time. There, in order to get enough rotation rate you needed to do tucking also, withdraw the legs in order to accelerate it.

(00:42:15)
And he did some really fascinating work on how you stabilize more complicated maneuvers. You remember he was a gymnast at Champion Gymnast before he’d come to me. So he had the physical abilities and he was an engineer, so he could translate some of that into the math and the algorithms that you need to do that.
Lex Fridman
(00:42:37)
He knew how humans do it. You just have to get robots to do the same.
Marc Raibert
(00:42:41)
Unfortunately though, humans don’t really know how they do it, right. We are coached, we have ways of learning, but do we really understand in a physics way what we’re doing? Probably most gymnasts and athletes don’t know.
Lex Fridman
(00:42:57)
So in some way, by building robots, you are in part understanding how humans do walking. Most of us walk without considering how we walk really and how we make it so natural and efficient, all those kinds of things.
Marc Raibert
(00:43:10)
Atlas still doesn’t walk like a person and it still doesn’t walk quite as gracefully as a person. Even though it’s been getting closer and closer. The running might be close to a human, but the walking is still a challenge.
Lex Fridman
(00:43:23)
That’s interesting, right? That running is closer to a human. It just shows that the more aggressive and the more you leap into the unknown, the more natural it is. I mean, walking is kind of falling always right?
Marc Raibert
(00:43:37)
And something weird about the knee that you can do this folding and unfolding and get it to work out just a human can get it to work out just right, there’s compliances. Compliance means springiness in the design that are important to how it all works. Well, we used to have a motto at the Boston Dynamics in the early days, which was you have to run before you can walk.
Lex Fridman
(00:44:00)
That’s a good motto because you also had Wildcat, which was one of along the way towards Spot, which is a quadruplet that went 19 miles an hour on flat terrain. Is that the fastest you’ve ever built?
Marc Raibert
(00:44:14)
Oh, yeah.
Lex Fridman
(00:44:14)
Might be the fastest quadruplet in the world. I don’t know.
Marc Raibert
(00:44:17)
For a quadruplet, probably. Of course, it was probably the loudest too. So we had this little racing go-kart engine on it, and we would get people from three buildings away sending us… Complaining about how loud it was.

Leg Lab

Lex Fridman
(00:44:31)
So at the leg lab, I believe most of the robots didn’t have knees. How do you figure out what is the right number of actuators? What are the joints to have? What do you need to have? We humans have knees and all kinds of interesting stuff on the feet. The toe is an important part, I guess, for humans, or maybe it’s not.

(00:44:55)
I injured my toe recently and it made running very unpleasant. So that seems to be important. So how do you figure out for efficiency, for function, for aesthetics, how many joints to have, how many actuaries to have?
Marc Raibert
(00:45:09)
Well, it’s always a balance between wanting to get where you really want to get and what’s practical to do based on your resources or what you know and all that. So I mean, the whole idea of the pogo stick was to do a simplification. Obviously, it didn’t look like a human. I think a technical scientist could appreciate that we were capturing some of the things that are important in human locomotion without it looking like it, without having a knee, an ankle.

(00:45:40)
I’ll tell you the first sketch that Ben Brown made when we were talking about building this thing, was a very complicated thing with zillions of springs, lots of joints. It looked much more like a kangaroo or an ostrich or something like that. Things we were paying a lot of attention to at the time. So my job was to say, okay, well let’s do something simpler to get started and maybe we’ll get there at some point.
Lex Fridman
(00:46:10)
I just love the idea that you two were studying kangaroos and ostriches.
Marc Raibert
(00:46:14)
Oh yeah, we did. We filmed and digitized data from horses. I did a dissection of ostrich at one point, which has absolutely remarkable legs.
Lex Fridman
(00:46:27)
Dumb question. Do ostriches have a lot of musculature on the legs or no?
Marc Raibert
(00:46:33)
Most of it’s up in the feathers, but there’s a huge amount going on in the feathers, including a knee joint. The knee joint’s way up there. The thing that’s halfway down the leg that looks like a backwards knee is actually the ankle. The thing on the ground which looks like the foot is actually the toes. It’s an extended toe.
Lex Fridman
(00:46:51)
Fascinating.
Marc Raibert
(00:46:52)
But the basic morphology is the same in all these animals.
Lex Fridman
(00:46:58)
What do you think is the most beautiful movement of an animal? What animal you think is the coolest land animal? That’s cool because fish is pretty cool. Like the fish in crystal water, but legged locomotion.
Marc Raibert
(00:47:12)
The slow mos of cheetahs running are incredible. There’s so much back motion and grace, and of course they’re moving very fast. The animals running away from the cheetah are pretty exciting. The pronghorn, which they do this all four legs at once, jump called the prog, especially if there’s a group of them, to confuse whoever’s chasing them.
Lex Fridman
(00:47:39)
So they do a misdirection type of thing?
Marc Raibert
(00:47:41)
Yep. They do a misdirection thing. The front on views of the cheetahs running fast where the tail is whipping around to help in the turns to help stabilize in the turns. That’s pretty exciting.
Lex Fridman
(00:47:51)
Because they spend a lot of time in the air, I guess, as they’re running that fast.
Marc Raibert
(00:47:55)
But they also turn very fast.
Lex Fridman
(00:47:57)
Is that a tail thing or is do you have to have contact with ground?
Marc Raibert
(00:48:00)
Everything in the body is probably helping turn because they’re chasing something that’s trying to get away. That’s also zigzagging around. But I would be remiss if I didn’t say humans are pretty good too. You watch gymnasts, especially these days, they’re doing just incredible stuff.
Lex Fridman
(00:48:19)
Well, especially Olympic level gymnasts. See, but there could be cheetahs that are Olympic level. We might be watching the average cheetah versus there could be a really special cheetah that can do-
Marc Raibert
(00:48:31)
You’re right.
Lex Fridman
(00:48:32)
When did the knees first come into play in you building legged robots?
Marc Raibert
(00:48:37)
In BigDog. BigDog came first and then LittleDog was later. And there’s a big compromise there. Human knees have multiple muscles and you could argue that there’s… I mean, it’s a technical thing about negative work when you’re contracting a joint, but you’re pushing out, that’s negative work. And if you don’t have a place to store that, it can be very expensive to do negative work.

(00:49:08)
And in BigDog, there was no place to store negative work in the knees. But BigDog also had pogo stick springs down below. So part of the action was to comply in a bouncing motion. Later on in Spot, we took that out. As we got further and further away from the leg lab, we had more energy-driven controls.
Lex Fridman
(00:49:34)
Is there something to be said about needs that go forward versus backward?
Marc Raibert
(00:49:40)
Sure. There’s this idea called passive dynamics, which says that although you can use computers and actuators to make a motion, a mechanical system can make a motion just by itself if it gets stimulated the right way. So Tad McGeer, I think in the mid 80s, maybe it was in the late 80s, started to work on that.

(00:50:06)
And he made this legged system that could walk down an incline plane where the legs folded and unfolded and swung forward, do the whole walking motion where there was no computer. There were some adjustments to the mechanics so that there were dampers and springs in some places that helped the mechanical action happen. It was essentially a mechanical computer. And the interesting idea there is that it’s not all about the brain dictating to the body what the body should do. The body is a participant in the motion.
Lex Fridman
(00:50:42)
So a great design for a robot has a mechanical component where the movement is efficient even without a brain?
Marc Raibert
(00:50:49)
Yes.
Lex Fridman
(00:50:50)
How do you design that?
Marc Raibert
(00:50:52)
I think that these days most robots aren’t doing that. Most robots are basically using the computer to govern the motion. Now, the brain though is taking into account what the mechanical thing can do and how it’s going to behave. Otherwise, it would have to really forcefully move everything around all the time which probably some solutions do, but I think you end up with a more efficient and more graceful thing if you’re taking into account what the machine wants to do.

AI Institute

Lex Fridman
(00:51:23)
So this might be a good place to mention that you’re now leading up the Boston Dynamics AI Institute newly formed, which is focused more on designing the robots of the future. I think one of the things, maybe you can tell me the big vision for what’s going on, but one of the things is this idea that hardware still matters with organic design and so on. Maybe before that, can you zoom out and tell me what the vision is for the AI Institute?
Marc Raibert
(00:51:57)
I like to talk about intelligence having two parts, an athletic part and a cognitive part.
Marc Raibert
(00:52:00)
An athletic part and a cognitive part. I think Boston Dynamics, in my view, has set the standard for what athletic intelligence can be. And it has to do with all the things we’ve been talking about, the mechanical design, the real-time control, the energetics and that kind of stuff. But obviously, people have another kind of intelligence, and animals have another kind of intelligence. We can make a plan. Our meeting started at 9:30, I looked up on Google Maps how long it took to walk over here. It was 20 minutes, so I decided, okay, I’d leave my house at nine, which is what I did. Simple intelligence, but we use that kind of stuff all the time. It’s what we think of as going on in our heads.

(00:52:50)
And I think that’s in short supply for robots. Most robots are pretty dumb. As a result, it takes a lot of skilled people to program them to do everything they do, and it takes a long time. If robots are going to satisfy our dreams, they need to be smarter. So the AI Institute is designed to combine that physicality of the athletic side with the cognitive side.

(00:53:22)
For instance, we’re trying to make robots that can watch a human do a task, understand what it’s seeing, and then do the task itself. OJT, on-the-job training for robots as a paradigm. Now, that’s pretty hard, and it’s sort of science fiction, but our idea is to work on a longer timeframe and work on solving those kinds of problems. I have a whole list of things that are in that vein.
Lex Fridman
(00:53:53)
Maybe we can just take many of the things you mentioned, just take it as a tangent. First of all, athletic intelligence is a super cool term. And that really is intelligence. We humans take it for granted that we’re so good at walking and moving about the world.
Marc Raibert
(00:54:10)
And using our hands.
Lex Fridman
(00:54:10)
Using your hands.
Marc Raibert
(00:54:11)
The mechanics of interacting with all these [inaudible 00:54:15] these two things.
Lex Fridman
(00:54:18)
And you’ve never touched those things before.
Marc Raibert
(00:54:18)
Never touched… Well, I’ve touched ones like this.
Lex Fridman
(00:54:20)
[inaudible 00:54:20].
Marc Raibert
(00:54:20)
Look at all the things I can do, right? I can juggle them, I’m rotating it this way, I can rotate it without looking. I could fetch these things out my pocket and figure out which one was which and all that kind of stuff. And I don’t think we have much of a clue how all that works yet.

Athletic intelligence

Lex Fridman
(00:54:36)
I really like putting that under the banner of athletic intelligence. What are the big open problems in athletic intelligence? Boston Dynamics, with Spot, with Atlas, just have shown time and time again, pushed the limits of what we think is possible with robots. But where do we stand actually, if we zoom out. What are the big open problems on the athletic intelligence side?
Marc Raibert
(00:55:01)
I mean, one question you could ask, that isn’t my question, but are they commercially viable? Will they increase productivity? And I think we’re getting very close to that. I don’t think we’re quite there still. Most of the robotics companies, it’s a struggle. It’s really the lack of the cognitive side that probably is the biggest barrier at the moment, even for the physically successful robots.
Lex Fridman
(00:55:01)
Interesting.
Marc Raibert
(00:55:27)
But your question’s a good one. You can always do a thing that’s more efficient, lighter, more reliable. I’d say reliability. I know that Spot, they’ve been working very hard on getting the tail of the reliability curve up and they’ve made huge progress. There’s 1500 of them out there now, many of them being used in practical applications, day in and day out, where they have to work reliably. And it’s very exciting that they’ve done that. But it takes a huge effort to get that reliability in the robot.

(00:56:07)
There’s cost too, you’d like to get the cost down. Spots are still pretty expensive, and I don’t think that they have to be, but it takes a different kind of activity to do that. I think that Boston Dynamics is owned primarily by Hyundai now, and I think that the skills of Hyundai in making cars can be brought to bear in making robots that are less expensive and more reliable and those kinds of things.
Lex Fridman
(00:56:40)
On the cognitive side for the AI Institute, what’s the trade-off between moonshot projects for you and maybe incremental progress?
Marc Raibert
(00:56:50)
That’s a good question. I think we’re using the paradigm called stepping stones to moonshots. I don’t believe… That was in my original proposal for the institute, stepping stones to moonshots. I think if you go more than a year without seeing a tangible status report of where you are, which is the stepping stone, and it could be a simplification, you don’t necessarily have to solve all the problems of your target goal, even though your target goal is going to take several years, those stepping stone results give you feedback, give motivation, because usually there’s some success in there. So that’s the mantra we’ve been working on, and that’s pretty much how I’d say Boston Dynamics has worked, where you make progress and show it as you go. Show it to yourself, if not to the world.
Lex Fridman
(00:57:45)
What does success look like? What are some of the milestones you’re chasing?
Marc Raibert
(00:57:52)
Well, with Watch Understand Do, the project I mentioned before, we’ve broken that down into getting some progress with, what does meaningfully watching something mean? Breaking down an observation of a person doing something into the components, segmenting. You watch me do something, I’m going to pick up this thing and put it down here and stack this on it. Well, it’s not obvious if you just look at the raw data, what the sequence of acts are. It’s really a creative intelligent act for you to break that down into the pieces and understand them in a way, so you could say, “Okay, what skill do I need to accomplish each of those things?” So we’re working on the front end of that kind of a problem, where we observe and translate the, it may be video, it may be live, into a description of what we think is going on and then try and map that into skills to accomplish that. And we’ve been developing skills as well. So we have multiple stabs at the pieces of doing that.
Lex Fridman
(00:58:55)
That. And this is usually video of humans manipulating objects with their hands, kind of thing.
Marc Raibert
(00:59:00)
Mm-hmm. We’re starting out with bicycle repair, some simple bicycle repair tasks.
Lex Fridman
(00:59:05)
Oh no. That seems complicated, that seems really complicated.
Marc Raibert
(00:59:07)
Well, it is, but there’s some parts of it that aren’t, like putting the seat into the… You have a tube that goes inside of another tube and there’s a latch. That should be within range.
Lex Fridman
(00:59:19)
Is it possible to observe, to watch a video like this without having an explicit model of what a bicycle looks like?
Marc Raibert
(00:59:26)
I think it is, and I think that’s the kind of thing that people don’t recognize. Let me translate it to navigation. I think the basic paradigm for navigating a space is to get some kind of sensor that tells you where an obstacle is and what’s open, build a map and then go through the space. But if we were doing on the job training where I was giving you a task, I wouldn’t have to say anything about the room. We came in here, all we did is adjust the chair, but we didn’t say anything about the room and we could navigate it. So I think there’s opportunities to build that kind of navigation skill into robots and we’re hoping to be able to do that.
Lex Fridman
(01:00:07)
So operate successfully under a lot of uncertainty.
Marc Raibert
(01:00:10)
Yeah. And lack of specification.
Lex Fridman
(01:00:13)
Lack of specification.
Marc Raibert
(01:00:14)
I mean that’s what intelligence is, right? Dealing with… Understanding a situation even though it wasn’t explained.
Lex Fridman
(01:00:22)
So how big of a role does machine learning play in all of this? Is this more and more learning based?
Marc Raibert
(01:00:32)
Since Chat GPT, which is a year ago, basically, there’s a huge interest in that and a huge optimism about it. I think that there’s a lot of things that that kind of machine learning, now of course there’s lots of different kinds of machine learning, I think there’s a lot of interest and optimism about it. The facts on the ground are that doing physical things with physical robots is a little bit different than language, and the tokens don’t exist. Pixel values aren’t like words. But I think that there’s a lot that can be done there.

(01:01:12)
We have several people working on machine learning approaches. I don’t know if you know, but we opened an office in Zurich recently, and Marco Hutter, who’s one of the real leaders in reinforcement learning for robots, is the director of that office. He’s still half-time at ETH, the university there, where he has an unbelievably fantastic lab, and then he’s half-time leading, will be leading efforts in the Zurich office. So we have a healthy learning component.

(01:01:48)
But there’s part of me that still says, if you look out in the world at what the most impressive performances are, they’re still pretty much, I hate to use the word traditional, but that’s what everybody’s calling it, traditional controls, like model predictive control. The Atlas performances that you’ve seen are mostly model predictive control. They’ve started to do some learning stuff that’s really incredible. I don’t know if it’s all been shown yet, but you’ll see it over time. And then Marco has done some great stuff and others.
Lex Fridman
(01:02:21)
So especially for the athletic intelligence piece, the traditional approach seems to be the one that still performs the best.
Marc Raibert
(01:02:29)
I think we’re going to find a mating of the two and we’ll have the best of both worlds. And we’re working on that at the institute too.

Building a team

Lex Fridman
(01:02:36)
If I can talk to you about teams, you’ve built an incredible team of Boston Dynamics, before at MIT and CMU, at Boston Dynamics, and now at the AI Institute. And you said that there’s four components to a great team, technical fearlessness, diligence, intrepidness, and fun, technical fun. Can you explain each? Technical fearlessness, what do you mean by that?
Marc Raibert
(01:02:58)
Sure. Technical fearlessness means being willing to take on a problem that you don’t know how to solve, and study it, figure out an entry point, maybe a simplified version, or a simplified solution or something, learn from the stepping stone, and go back and eventually make a solution that meets your goals. I think that’s really important.
Lex Fridman
(01:03:28)
The fearlessness comes into play because some of it has never been done before?
Marc Raibert
(01:03:32)
Yeah, and you don’t know how to do it. There’s easier stuff to do in life. I mean, I don’t know, Watch Understand Do, it’s a mountain of a challenge.
Lex Fridman
(01:03:45)
So that’s the really big challenge you’re tackling now, can we watch humans at scale and have robots, by watching humans, become effective actors in the world?
Marc Raibert
(01:03:57)
Yeah. I mean we have others like that. We have one called Inspect Diagnose Fix. You call up the Maytag repairman… Okay, he’s the one who you don’t have to call. But you call up the dishwasher repair person, and they come to your house and they look at your machine. It’s already been actually figured out that something doesn’t work, but they have to examine it and figure out what’s wrong and then fix it. I think robots should be able to do that. Boston Dynamics already has Spot robots collecting data on machines, things like thermal data, reading the gauges, listening to them, getting sounds, and that data are used to determine whether they’re healthy or not. But the interpretation isn’t done by the robots yet, and certainly the fixing, the diagnosing and the fixing isn’t done yet, but I think it could be. That’s bringing the AI and combining it with the physical skills to do it.
Lex Fridman
(01:05:00)
And you’re referring to the fixing in the physical world. I can’t wait until they can fix the psychological problems of humans, and show up and talk, do therapy.
Marc Raibert
(01:05:08)
Yeah, that’s a different thing.
Lex Fridman
(01:05:10)
Yeah, it’s a different. Well, it’s all part of the same thing. Again, humanity. Maybe, maybe.
Marc Raibert
(01:05:17)
You mean convincing you it’s okay that the dishwasher’s broken, just do the [inaudible 01:05:21]. The marketing approach.
Lex Fridman
(01:05:23)
Yeah, exactly. Don’t sweat the small stuff. As opposed to fixing the dishwasher, it’ll convince you that it’s okay that the dishwasher’s broken. It’s a different approach. Diligence. Why is diligence important?

Videos

Marc Raibert
(01:05:39)
Well, if you want a real robot solution, it can’t be a very narrow solution that’s going to break at the first variation in what the robot does, or the environment if it wasn’t exactly as you expected it. So how do you get there? I think having an approach that leaves you unsatisfied until you’ve embraced the bigger problem is the diligence I’m talking about.

(01:06:08)
Again, I’ll point at Boston Dynamics, some of the videos that we had showing the engineer making it hard for the robot to do its task. Spot opening a door and then the guy gets there and pushes on the door so it doesn’t open the way it’s supposed to. Pulling on the rope that’s attached to the robot, so its navigation has been screwed up. We have one where the robot’s climbing stairs and an engineer is tugging on a rope that’s pulling it back down the stairs. That’s totally different than just the robot seeing the stairs, making a model, putting its feet carefully on each step. But that’s what probably robotics needs to succeed, and having that broader idea that you want to come with a robust solution is what I meant by diligence.
Lex Fridman
(01:06:54)
So really testing it in all conditions, perturbing the system in all kinds of ways, and as a result, creating some epic videos. The legendary-
Marc Raibert
(01:07:03)
The fun part, the hockey stick.
Lex Fridman
(01:07:04)
And then yes, tugging on Spot as it’s trying to open the door. I mean, it’s great testing, but it’s also, I don’t know, it’s just somehow extremely compelling demonstration of robotics in video form.
Marc Raibert
(01:07:21)
I learned something very early on with the first three-dimensional hopping machine. If you just show a video of it hopping, it’s a so what. If you show it falling over a couple of times, and you can see how easily and fast it falls over, then you appreciate what the robot’s doing when it’s doing its thing. So I think the reaction you just gave to the robot getting interfered with or tested while it’s going through the door, it’s showing you the scope of the solution.
Lex Fridman
(01:07:53)
The limits of the system, the challenges involved in failure. Showing both failure and success makes you appreciate the success, yeah. And then just the way the videos are done in Boston Dynamics are incredible. Because there’s no flash, there’s no extra production, it’s just raw testing of the robot.
Marc Raibert
(01:08:13)
Well, I was the final edit for most of the videos up until about three years ago, or four years ago. My theory of the video is no explanation. If they can’t see it, then it’s not the right thing. And if you do something worth showing, then let them see it. Don’t interfere with a bunch of titles that slow you down, or a bunch of distraction, just do something worth showing and then show it.
Lex Fridman
(01:08:47)
That’s brilliant.
Marc Raibert
(01:08:49)
It’s hard though for people to buy into that.
Lex Fridman
(01:08:53)
Yeah, I mean people always want to add more stuff, but the simplicity of just, “Do something worth showing and show it”, that’s brilliant. And don’t add extra stuff.
Marc Raibert
(01:09:03)
People have criticized, especially the Big Dog videos, where there’s a human driving the robot. And I understand the criticism now. At the time we wanted to just show, “Look, this thing’s using its legs to get up the hill.” So we focused on showing that, which was, we thought, the story. The fact that there was a human… So they were thinking about autonomy, whereas we were thinking about the mobility. So we’ve adjusted to a lot of things that we see that people care about, trying to be honest. We’ve always tried to be honest.
Lex Fridman
(01:09:38)
But also just show cool stuff in its raw form, the limits of the system. Let’s see the system be perturbed and be robust and resilient and all that kind of stuff. And dancing with some music. Intrepidness and fun. So, intrepid?
Marc Raibert
(01:09:57)
I mean, it might be the most important ingredient.
Lex Fridman
(01:10:00)
Sure.
Marc Raibert
(01:10:00)
And that is, robotics is hard, it’s not going to work right right away, so don’t be discouraged, is all it really means. Usually, when I talk about these things, I show videos, and I show a long string of outtakes. You have to have courage to be intrepid, when you work so hard to build your machine, and then you’re trying it, and it just doesn’t do what you thought it would do, what you want it to do, and you have to stick to it and keep trying.
Lex Fridman
(01:10:35)
I mean, we don’t often see that, the story behind Spot and Atlas. How many failures were there along the way to get a working Atlas, a working Spot, in the early days, even a working Big Dog?
Marc Raibert
(01:10:49)
There’s a video of Atlas climbing three big steps, and it’s very dynamic and it’s really exciting, real accomplishment. It took 109 tries and we have video of every one of them, we shoot everything. Again, we, this is at Boston Dynamics. So it took 109 tries, but once it did it had a high percentage of success. So it’s not like we’re cheating by just showing the best one, but we do show the evolved performance, not everything along the way. But everything along the way is informative. And it shows there’s stupid things that go wrong, like the robot, just when you say go and it collapses right there on the start, that doesn’t have to do with the steps. Or the perception didn’t work right, so you miss the target when you jump, or something breaks and there’s oil flying everywhere. But that’s fun.
Lex Fridman
(01:11:47)
Yeah. So the hardware failures and maybe some software-
Marc Raibert
(01:11:50)
Lots of control of evolution during that time. I think it took six weeks to get those 109 trials, because there was programming going on. It was actually robot learning, but there were human in the loop helping with the learning. So all data-driven.
Lex Fridman
(01:12:08)
Okay, and you always are learning from that failure.
Marc Raibert
(01:12:12)
Right.
Lex Fridman
(01:12:16)
How do you protect Atlas from not getting damaged from 109 attempts?
Marc Raibert
(01:12:24)
It’s remarkable. One of the accomplishments of Atlas is that the engineers have made a machine that’s robust enough that it can take that kind of testing, where it’s falling and stuff, and it doesn’t break every time. It still breaks, and part of the paradigm is to have people to repair stuff. You got to figure that in if you’re going to do this kind of work. I sometimes criticize the people who have their gold-plated thing and they keep it on the shelf and they’re afraid to use it. I don’t think you can make progress if you’re working that way. You need to be ready to have it break and go in there and fix it. It’s part of the thing. Plan your budget so you have spare parts and a crew and all that stuff.
Lex Fridman
(01:13:07)
If it falls 109 times, it’s okay. Wow. So, intrepid, truly. And that applies to Spot, that applies to all the other robot stuff.
Marc Raibert
(01:13:17)
Applies to everything. I think it applies to everything anybody tries to do that’s worth doing.
Lex Fridman
(01:13:22)
And especially with systems in the real world, right?

Engineering

Marc Raibert
(01:13:24)
Yeah.
Lex Fridman
(01:13:26)
So, fun.
Marc Raibert
(01:13:27)
Fun. Technical fun, I usually say.
Lex Fridman
(01:13:30)
Technical fun.
Marc Raibert
(01:13:31)
Have technical fun. I think that life as an engineer is really satisfying. To some degree it can be like crafts work, where you get to do things with your own hands, or your own design, or whatever your media is, and it’s very satisfying to be able to just do the work. Unlike a lot of people who have to do something that they don’t like doing, I think engineers typically get to do something that they like and there’s a lot of satisfaction from that. Then there’s, in many cases, you can have impact on the world somehow, because you’ve done something that other people admire, which is different from just the craft fun of building a thing. So that’s the second way that being an engineer is good.

(01:14:19)
I think the third thing is that if you’re lucky to be working in a team where you’re getting the benefit of other people’s skills that are helping you do your thing. None of us has all the skills needed to do most of these projects, and if you have a team where you’re working well with the others, that can be very satisfying.

(01:14:40)
Then if you’re an engineer, you also usually get paid. So you kind of get paid four times in my view of the world. So what could be better than that?
Lex Fridman
(01:14:49)
Get paid to have fun. What do you love about engineering? When you say engineering, what does that mean to you exactly? What is this big thing that we call engineering?
Marc Raibert
(01:15:00)
I think it’s both being a scientist, or getting to use science, at the same time as being an artist or a creator. Scientists only get to study what’s out there, and engineers get to make stuff that didn’t exist before. So it’s really, I think, a higher calling, even though I think most the public out there thinks science is top and engineering is somehow secondary, but I think it’s the other way around.
Lex Fridman
(01:15:26)
And at the cutting edge, I think, when you talk about robotics, there is a possibility to do art in that you do the first of its kind thing. Then there’s the production at scale, which is its own beautiful thing. But when you do the first new robot or the first new thing, that’s a possibility to create something totally new, that is art.
Marc Raibert
(01:15:48)
Bringing metal to life, or a machine to life, is fun. It was fun doing the dancing videos, where got a huge public response, and we’re going to do more. We’re doing some at the institute doing some at the institute and we’ll do more.
Lex Fridman
(01:16:05)
Well, that metal to life moment. I mean, to me that’s still magical. When inanimate objects comes to life, to me-
Marc Raibert
(01:16:15)
It’s cool.
Lex Fridman
(01:16:16)
… to this day, is still an incredible moment. That human intelligence can create systems that instill life, or whatever that is, into inanimate objects, it’s truly magical. Especially when it’s at the scale that humans can perceive and appreciate directly.
Marc Raibert
(01:16:37)
But I think, with going back to the pieces of that, you design a linkage that turns out to be half the weight and just as strong, that’s very satisfying.
Lex Fridman
(01:16:48)
That’s [inaudible 01:16:49], yeah.
Marc Raibert
(01:16:49)
There are people who do that and it’s a creative act.

Dancing robots

Lex Fridman
(01:16:54)
What to you is most beautiful about robotics? Sorry for the big romantic question.
Marc Raibert
(01:17:01)
I think having the robots move in a way that’s evocative of life is pretty exciting.
Lex Fridman
(01:17:08)
So the elegance of movement.
Marc Raibert
(01:17:09)
Yeah. Or if it’s a high performance act where it’s doing it faster, bigger than other robots. Usually we’re not doing it bigger, faster than people, but we’re getting there in a few narrow dimensions.
Lex Fridman
(01:17:22)
So faster, bigger, smoother, more elegant, more graceful.
Marc Raibert
(01:17:27)
I mean, I’d like to do dancing that starts… We’re nowhere near the dancing capabilities of a human. We’ve been having a ballerina in, who’s kind of a well-known ballerina, and she’s been programming the robot. We’ve been working on the tools that can make it so that she can use her way of talking, way of doing a choreography or something like that, more accessible, to get the robot to do things, and starting to produce some interesting stuff.
Lex Fridman
(01:17:58)
Well, we should mention that there is a choreography tool.
Marc Raibert
(01:18:00)
There is.
Lex Fridman
(01:18:02)
I guess-
Lex Fridman
(01:18:00)
Tool.
Marc Raibert
(01:18:00)
There is.
Lex Fridman
(01:18:02)
I mean I guess I saw versions of it, which is pretty cool. You can, at slices of time, control different parts at the high level, the movement of the robot, Spot and other-
Marc Raibert
(01:18:15)
We hope to take that forward and make it more tuned to how the dance world wants to talk, wants to communicate and get better performances. I mean, we’ve done a lot, but there’s still a lot possible. And I’d like to have performances where the robots are dancing with people. So right now almost everything that we’ve done on dancing is to a fixed time base. So once you press go, the robot does its thing and plays out its thing. It’s not listening, it’s not watching. But I think it should do those things.
Lex Fridman
(01:18:48)
I think I would love to see a professional ballerina, alone in her room with a robot, slowly teaching the robot. Just actually, the process of a clueless robot trying to figure out a small little piece of a dance. Because right now, Atlas and Spot have done perfect dancing to a beat and so on, to a degree, but the learning process of interacting with a human would be incredible to watch.
Marc Raibert
(01:19:19)
One of the cool things going on, you know that there’s a class at Brown University called Choreorobotics? Sidney Skybetter is a dancer, choreographer and he teamed up with Stefanie Tellex, who’s a computer science professor, and they taught this class and I think they have some graduate students helping teach it, where they have two spots and people come in. I think it’s 50/50 of computer science people and dance people, and they program performances that are very interesting. I show some of them sometimes when I give a talk.
Lex Fridman
(01:19:53)
And making that process of a human teaching the robot more efficient, more intuitive, maybe partial language, part movement. That’d be really fascinating because one of the things I’ve realized is humans communicate with movement a lot. It’s not just language, there’s a lot. There’s body language, there’s so many intricate little things. To watch a human and Spot communicate back and forth with movement, I mean there’s just so many wonderful possibilities there.
Marc Raibert
(01:20:28)
But it’s also a challenge. We get asked to have our robots perform with famous dancers and they have 200 degrees of freedom or something, every little ripple and thing, and they have all this head and neck and shoulders and stuff, and the robots mostly don’t have all that stuff and it’s a daunting challenge to not look physically stupid next to them. So we’ve pretty much avoided that performance, but we’ll get to it.
Lex Fridman
(01:21:04)
I think even with the limited degrees of freedom, we could still have some sass and flavor and so on. You can figure out your own thing even if you can’t-
Marc Raibert
(01:21:11)
And we can reverse things. If you watch a human do a robot animation, which is a dance style where you jerk around and you pop and lock and all that stuff, I think the robots could show up the humans by doing unstable oscillations and things that are faster than a person could. So that’s on my plan, but I haven’t quite gotten there yet.

Hiring

Lex Fridman
(01:21:39)
You mentioned about building teams and robotics teams and so on. How do you find great engineers? How do you hire great engineers?
Marc Raibert
(01:21:45)
Well, it’s a chicken and egg. If you have an environment where interesting engineering is going on, then engineers want to work there. And I think it took a long time to develop that at Boston Dynamics. In fact, when we started, although I had the experience of building things in the leg lab, both at CMU and at MIT, we weren’t that sophisticated an engineering thing compared to what Boston Dynamics is now, but it was our ambition to do that. And Sarcos was another robot company, so I always thought of us as being this much on the computing side, and this much on the hardware side, and they were this. And then over the years, I think we achieved the same or better levels of engineering.

(01:22:41)
Meanwhile, Sarcos got acquired and then they went through all changes and I don’t know exactly what their current status is. So it took many years, is part of the answer. I think you got to find people who love it. In the early days, we paid a little less so we only got people who were doing it because they really loved it. We also hired people who might not have professional degrees, people who were building bicycles and building kayaks. We have some people who come from the maker world, and that’s really important for the work we do, to have that be part of the mix.
Lex Fridman
(01:23:20)
Whatever that is. Whatever the magic ingredient that makes a great builder, maker. That’s the big part of it.
Marc Raibert
(01:23:26)
People who repaired their cars or motorcycles or whatever in their garages when they were kids.
Lex Fridman
(01:23:35)
The robotics students, grad students, and just roboticists that I know and I hang out with, there’s a endless energy and they’re just happy. Say, I compare another group of people that are alike that are people that skydive professionally. There’s just excitement and general energy that I think probably has to do with the fact that they’re just constantly, first of all, fail a lot. And then the joy of building a thing that you eventually works.
Marc Raibert
(01:24:06)
Talking about being happy, there used to be a time when I was doing the machine shop work myself back in those JPL and Caltech days, when, if I came home smelling like the machine shop because it’s an oily place, my wife would say, “You had a good day today.” Because she could tell that that’s where I’d been.
Lex Fridman
(01:24:26)
You’ve actually built something. You’ve done something in the physical world. And probably the videos help show off what robotics is.
Marc Raibert
(01:24:36)
At Boston Dynamics, it put us on the map. I remember interviewing some sales guy and he was from a company and he said, “Well, no one’s ever heard of my company but we have really good products. You guys, everybody knows who you are but you don’t have any products at all.” Which was true, and we thank YouTube for that. YouTube came, we caught the YouTube wave and it had a huge impact on our company.
Lex Fridman
(01:25:06)
I mean, it’s a big impact not just on your company, but on robotics in general and helping people understand and inspire what is possible with robots, and inspire imagination, fear and everything. The full spectrum of human emotion was aroused, which is great for the entirety of humanity, and also, it’s probably inspiring for young people that want to get into AI and robotics. Let me ask you about some competitors. You’ve been a complimentary of Elon and Tesla’s work on Optimus robot with their humanoid robot. What do you think of their efforts there with the humanoid robot?

Optimus robot

Marc Raibert
(01:25:48)
I really admire Elon as a technologist. I think that what he did with Tesla, it was just totally mind-boggling that he could go from this totally niche area that less than 1% of anybody seemed to be interested to making it, so that essentially every car company in the world is trying to do what he’s done. So you got to give it to him. Then look at SpaceX, he’s basically replaced NASA. That might be a little exaggeration, but not by much.

(01:26:24)
So you got to admire the guy and I wouldn’t count him out for anything. I don’t think Optimus today is where Atlas is, for instance. I don’t know, it’s a little hard to compare them to the other companies. I visited Figure. I think they’re doing well and they have a good team. I’ve visited Apptronik and I think they have a good team and they’re doing well. But Elon has a lot of resources, he has a lot of ambition. I like to take some credit for his ambition. I think if I read between the lines, it’s hard not to think that him seeing what Atlas is doing is a little bit of an inspiration. I hope so.
Lex Fridman
(01:27:13)
Do you think Atlas and Optimus will hang out at some point?
Marc Raibert
(01:27:17)
I would love to host that. Now that I’m not at Boston Dynamics, I’m not officially connected, I’m on the board but I’m not officially connected, I would love to host a-
Lex Fridman
(01:27:27)
A robot meetups?
Marc Raibert
(01:27:28)
… a wrote up meetup, yeah.
Lex Fridman
(01:27:31)
Does the AI Institute work with Spots and Atlas? Is it focused on Spots mostly right now as a platform?
Marc Raibert
(01:27:37)
We have a bunch of different robots. We bought everything we could buy. So we have Spots. I think we have a good size fleet of them. I don’t know how many it is, but a good size fleet. We have a couple of ANYmal robots. ANYmal is a company founded by Marco Hutter, even though he’s not that involved anymore, but we have a couple of those. We have a bunch of arms like Franka’s and USRobotics. Because even though we have ambitions to build stuff and we are starting to build stuff, day one, getting off the ground, we just bought stuff.
Lex Fridman
(01:28:14)
I love this robot playground you’ve built.
Marc Raibert
(01:28:17)
You can come over and take a look if you want.
Lex Fridman
(01:28:19)
That’s great. So it’s all these kinds of robots, legged, arms.
Marc Raibert
(01:28:24)
Well, there’s some areas that feel like a playground, but it’s not like they’re all frolic together.
Lex Fridman
(01:28:31)
Again, maybe you’ll arrange a robot meetup. But in general, what’s your view on competition in this space for especially humanoid and legged robots? Are you excited by the competition or the friendly competition?
Marc Raibert
(01:28:51)
I don’t think about competition that much. I’m not a commercial guy. I think for the many years I was at Boston Dynamics, we didn’t think about competition. We were just doing our thing there. It wasn’t like there were products out there that we were competing with. Maybe there was some competition for DARPA funding, which we got a lot of, got very good at getting. But even there, in a couple of cases where we might’ve competed, we ended up just being the robot provider, that is for the LittleDog program, we just made the robots. We didn’t participate as developers except for developing the robot. And in the DARPA robotics challenge, we didn’t compete. We provided the robots.

(01:29:42)
In the AI world now, now that we’re working on cognitive stuff, it feels much more a competition. The entry requirements in terms of computing hardware and the skills of the team and hiring talent, it’s a much tougher place. So I think much more about competition now on the cognitive side. On the physical side, it doesn’t feel it’s that much about competition yet. Obviously, with 10 humanoid companies out there, 10 or 12, I mean there’s probably others that I don’t know about, they’re definitely in competition, will be in competition.
Lex Fridman
(01:30:22)
How much room is there for a quadruped and especially a humanoid robot to become cheaper? So cutting costs, and how low can you go? And how much of it is just mass production? So questions of how to produce versus engineering innovation, how to simplify it.
Marc Raibert
(01:30:47)
I think there’s a huge way to go. I don’t think we’ve seen the bottom of it, the bottom in terms of its lower prices. I think you should be totally optimistic that, at asymptote, things don’t have to be anything as expensive as they are now. Back to competition, I wanted to say one thing. I think in the quadruped space, having other people selling quadruped’s is a great thing for Boston Dynamics because I believe the question in the user’s minds is, “Which quadruped do I want?” It’s not, “Do I want a quadruped?” “Can a quadruped do my job?” It’s much more like that, which is a great place for it to be. Then you’re just doing the things you normally do to make your product better and compete, selling and all that stuff. And that’ll be the way it is with humanoids at some point.
Lex Fridman
(01:31:37)
Well, there’s a lot of humanoids and you’re just not even… It’s like iPhone versus Android and people are just buying both and it’s just, you’re not really-
Marc Raibert
(01:31:48)
You’re creating the category or the category is happening. I mean right now, the use cases, that’s the key thing. Having realistic use cases that are moneymaking in robotics is a big challenge. There’s the warehouse use case. That’s probably the only thing that makes anybody any money in robotics at this point.
Lex Fridman
(01:32:10)
There’s got to be a moment-
Marc Raibert
(01:32:11)
There’s old-fashioned robots. I mean, there’s fixed arms doing manufacturing. I don’t want to say that they’re not making money.
Lex Fridman
(01:32:17)
… Industrial robotics, yes. But there’s got to be a moment when social robotics starts making real money. Meaning a Spot type robot in the home and there’s tens of millions of them in the home and they’re, I don’t know, how many dogs there are in the United States as pets.
Marc Raibert
(01:32:34)
Many.
Lex Fridman
(01:32:35)
It feels there’s something we love about having a intelligent companion with us that remembers us, that’s excited to see us. All that stuff.
Marc Raibert
(01:32:44)
But it’s also true that the companies making those things, there’ve been a lot of failures in recent times. There’s that one year when I think three of them went under. So it’s not that easy to do that. Getting performance, safety and cost all to be where they need to be at the same time, that’s hard.
Lex Fridman
(01:33:07)
But also some of it is, like you say, you can have a product but people might not be aware of it. So also part of it is the videos or however you connect with the public, the culture and create the category. Make people realize this is the thing you want. There’s a lot of negative perceptions you can have. Do you really want a system with the camera in your home walking around? If it’s presented correctly and if there’s the right boundaries around it and you understand how it works and so on, a lot of people would want to. And if they don’t, they might be suspicious of it. So that’s an important one. We all use smartphones and that has a camera that’s looking at us.
Marc Raibert
(01:33:49)
It has two or three or four.
Lex Fridman
(01:33:50)
And it’s listening. Very few people are suspicious about it. They take it for granted and so on. And I think robots would be the same way.
Marc Raibert
(01:34:00)
I agree.

Future of robotics

Lex Fridman
(01:34:02)
So as you work on the cognitive aspect of these robots, do you think we’ll ever get to human level or superhuman level intelligence? There’s been a lot of conversations about this recently, given the rapid development in large language models.
Marc Raibert
(01:34:21)
I think that intelligence is a lot of different things and I think some things, computers are already smarter than people, and some things they’re not even close. And I think you’d need a menu of detailed categories to come up with that. But I also think that the conversation that seems to be happening about AGI’s puzzles me. So I ask you a question, do you think there’s anybody smarter than you in the world?
Lex Fridman
(01:34:55)
Absolutely, yes.
Marc Raibert
(01:34:57)
Do you find that threatening?
Lex Fridman
(01:34:58)
No.
Marc Raibert
(01:34:59)
So I don’t understand, even if computers were smarter than people, why we should assume that that’s a threat, especially since they could easily be smarter but still available to us or under our control, which is basically how computers generally are.
Lex Fridman
(01:35:17)
I think the fear is that they would be 10x or 100x smarter and operating under different morals and ethical codes than humans naturally do, and so almost become misaligned in unintended ways and therefore harm humans in ways we just can’t predict. And even if we program them to do a thing, on the way of doing that thing, they would cause a lot of harm. And when they’re 100 times, 1,000 times, 10,000 times smarter than us, we won’t be able to stop it or we won’t be able to even see the harm as it’s happening until it’s too late. That stuff. So you can construct all possible trajectories of how the world ends because of super intelligent systems.
Marc Raibert
(01:36:05)
It’s a little bit like that line in the Oppenheimer movie where they contemplate whether the first time they set off a reaction, all matter on earth is going to go up. I don’t remember what the verb they used was for the chain reaction. I guess it’s possible, but I personally don’t think it’s worth worrying about that. I think that it’s balancing opportunities and risk. I think if you take any technology, there’s opportunity and risk. I’ll point at the car. They pollute and about what? 1.25 million people get killed every year around the world because of them. Despite that, I think they’re a boon to humankind, they’re very useful, many of us love them and those technical problems can be solved. I think they’re becoming safer. I think they’re becoming less polluting, at least some of them are. And every technology you can name has a story like that in my opinion.
Lex Fridman
(01:37:20)
What’s the story behind the Hawaiian shirt? Is it a fashion statement, a philosophical statement? Is it just a statement of rebellion? Engineering statement?
Marc Raibert
(01:37:31)
It was born of me being a contrarian.
Lex Fridman
(01:37:35)
It’s a symbol.
Marc Raibert
(01:37:36)
Someone told me once that I was wearing one when I only had one or two and they said, “Those things are so old-fashioned. You can’t wear that, Marc.” And I stopped wearing them for about a week and then I said, “I’m not going to let them tell me what to do.” And so every day since, pretty much.
Lex Fridman
(01:37:55)
So it’s a symbol.
Marc Raibert
(01:37:56)
That was years ago. That was 20 years ago. 15 years ago probably.
Lex Fridman
(01:38:00)
That says something about your personality. That’s great.
Marc Raibert
(01:38:04)
It took me a while to realize that I was a contrarian, but it can be a useful tool.
Lex Fridman
(01:38:10)
Have you had people tell you on the robotics side that, “I don’t think you could do this”? A negative motivation?
Marc Raibert
(01:38:21)
I’d rather talk about, when we were doing a lot of DARPA work, there was a Marine, Ed Tovar, who’s still around. What he would always say is when someone would say, “You can’t do that.” He’d say, “Why not?” And it’s a great question. I ask all the time when I’m thinking, “We’re not going to do that nice thing.” “Why not?” And I give him credit for opening my eyes to resisting that.

Advice for young people

Lex Fridman
(01:38:50)
So the Hawaiian shirt is almost a symbol of “why not?” Okay. What advice would you give to young folks that are trying to figure out what they want to do with their life? How to have a life they can be proud of? How they can have a career they can be proud of?
Marc Raibert
(01:39:06)
When I was teaching at MIT, for a while, I had undergraduate advisees where people would have to meet with me once a semester or something and they frequently would ask what they should do. And I think the advice I used to give was something like, “Well, if you had no constraints on you, no resource constraints, no opportunity constraints and no skill constraints, what could you imagine doing?” And I said, “Well, start there and see how close you can get to what’s realistic for how close you can get.” The other version of that is try and figure out what you want to do and do that. A lot of people think that they’re in a channel and there’s only limited opportunities, but it’s usually wider than they think.
Lex Fridman
(01:39:57)
The opportunities really are limitless. But at the same time, you want to pick a thing and it’s the diligence and really, really pursue it. And really pursue it. Because sometimes the really special stuff happens after years of pursuit.
Marc Raibert
(01:40:18)
Yeah. Oh, absolutely. It can take a while.
Lex Fridman
(01:40:21)
I mean, you’ve been doing this for 40 plus years.
Marc Raibert
(01:40:24)
Some people think I’m in a rut. And in fact, some of the inspiration for the AI Institute is to say, “I’ve been working on locomotion for however many years it was, let’s do something else.” And it’s a really fascinating and interesting challenge.
Lex Fridman
(01:40:44)
And you’re hoping to show it off also in the same way it has been done with Boston Dynamics?
Marc Raibert
(01:40:48)
Just about to start showing some stuff off. I hope we have a YouTube channel. I mean one of the challenges is, it’s one thing to show athletic skills on YouTube. Showing cognitive function is a lot harder, and I haven’t quite figured out yet how that’s going to work.
Lex Fridman
(01:41:06)
There might be a way.
Marc Raibert
(01:41:07)
There’s a way.
Lex Fridman
(01:41:08)
There’s a way.
Marc Raibert
(01:41:09)
Why not?
Lex Fridman
(01:41:10)
I also do think sucking at a task is also compelling. The incremental improvement. A robot being really terrible at a task and then slowly becoming better. Even in athletic intelligence, honestly. Learning to walk and falling and slowly figuring that out, I think there’s something extremely compelling about that. We like flaws, especially with the cognitive task. It’s okay to be clumsy. It’s okay to be confused and a little silly and all that stuff. It feels like in that space is where we can-
Marc Raibert
(01:41:45)
There’s charm.
Lex Fridman
(01:41:46)
… There’s charm and there’s something inspiring about a robot sucking and then becoming less terrible slowly at a task.
Marc Raibert
(01:41:57)
No, I think you’re right.
Lex Fridman
(01:41:58)
That reveals something about ourselves. Ultimately, that’s what’s one of the coolest things about robots, is it’s a mirror about what makes humans special. Just by watching how hard it is to make a robot do the things that humans do. You realize how special we are. What do you think is the meaning of this whole thing? Why are we here? Marc, do you ever ask about the big questions as you try to create these humanoid, human-like intelligence systems?
Marc Raibert
(01:42:32)
I don’t know. I think you have to have fun while you’re here. That’s about all I know. It would be a waste not to.
Lex Fridman
(01:42:40)
The ride is pretty short, so might as well have fun. Marc, I’m a huge fan of yours. It’s a huge honor that you would talk with me. This is really amazing and your work for many decades has been amazing and I can’t wait to see what you do at the AI Institute. I’m going to be waiting impatiently for the videos and the demos and the next robot meetup for maybe Atlas and Optimus to hang out.
Marc Raibert
(01:43:07)
I would love to do that. That would be fun.
Lex Fridman
(01:43:09)
Thank you so much for talking.
Marc Raibert
(01:43:10)
Thank you. It was fun talking to you.
Lex Fridman
(01:43:13)
Thanks for listening to this conversation with Marc Raibert. To support this podcast, please check out our sponsors in the description. And now let me leave you with some words from Arthur C. Clark. “Whether we’re based on carbon or on silken makes no fundamental difference. We should each be treated with appropriate respect.” Thank you for listening and hope to see you next time.

Transcript for Omar Suleiman: Palestine, Gaza, Oct 7, Israel, Resistance, Faith & Islam | Lex Fridman Podcast #411

This is a transcript of Lex Fridman Podcast #411 with Omar Suleiman.
The timestamps in the transcript are clickable links that take you directly to that point in
the main video. Please note that the transcript is human generated, and may have errors.
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Table of Contents

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Click link to jump approximately to that part in the transcript: 

Introduction

Omar Suleiman
(00:00:00)
You always know when you live in Gaza that it’s only a matter of time before the next bombs drop. You know if you’re in Gaza that you are waiting for your death. People dream about going out in the world and pursuing education. People dream about going out in the world and pursuing economic opportunity. In Gaza, your idea of opportunity is an opportunity to see the next year. That has been the case. And so, when we talk about this not existing in a vacuum, if people only hear about Gaza on October 7th, that is a major part of the problem. And that is, again, part of the problem of our ignorance and our apathy. Why is it that the plight of the people of Gaza is not brought up until an attack happens on Israel?
Lex Fridman
(00:00:59)
The following is a conversation with Imam Dr. Omar Suleiman, his second time on the podcast. He is a Palestinian American, a Muslim scholar, a civil rights leader, president of the Yaqeen Institute for Islamic Research, and is one of the most influential Muslims in the world. Our previous conversation was focused on Islam. This time the focus was on Gaza and Palestine.
(00:01:26)
This is the Lex Fridman Podcast. To support it, please check out our sponsors in the description.

Oct 7

(00:01:31)
And now, dear friends, here’s Omar Suleiman. What did you think, feel, and pray for in the days that followed October 7th?
Omar Suleiman
(00:01:43)
I think the first feeling was that there’s going to be a lot of death and destruction in Gaza as a result. We always kind of see this where one Israeli casualty leads to hundreds of Palestinian casualties, right? So, it’s a pretty familiar cycle in some ways where there are daily transgressions against Palestinians in the West Bank and in Gaza, the checkpoints, the aggression on Mosque Al-Aqsa, the settlements expanding, the stories of Palestinian death. And then you have rockets fired from Gaza, and that’s when the Western press catches up and starts to cover it. Israel responds with Hellfire missiles, white phosphorus bombs, and the casualties are wildly disproportionate. And so, I think that I wasn’t surprised. I prayed for the people that I knew were going to bear the brunt of this outbreak, but the outbreak was predictable.
Lex Fridman
(00:02:54)
You wrote a statement on October 9th. I was hoping to read it, if it’s okay?
Omar Suleiman
(00:03:01)
Yeah, go ahead.
Lex Fridman
(00:03:02)
Our Palestinian casualties are always your footnotes. The daily humiliation of occupation ignored, the aggression by settlers and soldiers alike on holy sites and souls, the annihilation of entire families that follows, the devastation of whatever scraps remain in the open air prison of Gaza, unsustainable and inhumane. So, if you’re waking up to a sudden interest in the region and want to know what’s been happening, dig a bit deeper than two weeks and try to read beyond the headlines of a media that has been dehumanizing us for decades.
Omar Suleiman
(00:03:39)
Again, this was not surprising. This was very predictable. If you’ve been watching what’s been unfolding before October 7th, 2021, Human Rights Watch puts out the report, Threshold reached, Israel is an apartheid state. Amnesty International 2022, the crime of apartheid, showing how all of the legal determinations of apartheid have been reached, the occupations only getting more aggressive.
(00:04:10)
Shireen Abu Akleh, a Palestinian American journalist, is shot dead in 2022 in front of the world. The United States says initially that if it is shown that Israel was complicit or that Israel carried out the execution, then there will be consequences. Of course, once it was shown that Israel was indeed responsible for the bullet that killed Shireen Abu Akleh, the United States did absolutely nothing. Shireen’s funeral was attacked. The pallbearers were beaten. Her casket almost fell. And again, the world is watching.
(00:04:46)
The aggression against worshipers in Al-Aqsa is getting worse. You have the Flag March, the Jerusalem Flag March where extremist settlers are let loose and wild on Palestinians by the thousands, chanting things like, “Muhammad is dead. We’re going to murder you, Arabs.” All with the protection of the state with Israeli soldiers. And throughout this time, it’s like something bad is going to happen.
(00:05:15)
And then 2023 comes along. You had 13,000 settler units in 2023. A plan of 13,000 settler units, the most in the history of the occupation, the most racist and extremist government, Israeli government, that you have ever had. And people don’t realize that in 2023 alone, over 600 Palestinians had already been killed. It just doesn’t make Western headlines. And so, if you wonder why the American public sees this so much differently than the rest of the world, it’s because American media shows the American public something so much different than what the rest of the world has shown. And so, this was a pressure cooker. This was going to explode. It is extremely predictable. You’ve given people absolutely no hope. And so, I think that as we’re watching that, it’s important for us to actually interrogate the ignorance that people have of the Palestinian plight, the ignorance of the root causes of this violence, the ignorance of the occupation. And also, ask yourselves, why is it that Israel can violate every single international law on the books, have all these determinations, and the United States keeps on issuing these inconsequential statements while also, at the same time, funding these aggressions?
(00:06:55)
So, it’s like, “Stop the settler violence.” The United States will issue statement after statements, “Stop the settler violence. Stop the incursions on Mosque Al-Aqsa. Stop violating the people in Jerusalem. Stop trying to wipe out the Palestinian people. Stop openly saying that there is no two-state solution, that we will never allow a Palestinian state to be established.” But at the same time, “Here’s your $3 billion check.” And if the United Nations issues any sort of resolution against Israel, or if any international body tries to hold Israel accountable, the United States stands in the way of any accountability. It’s important for us to ask why?
(00:07:36)
And so, I always tell people, “Read beyond the headlines.” Even now with the backdrop of a genocide, over 30,000 people have been killed. If you open the front page of most American mainstream sites, you will see stories about the hostages, the Israeli hostages. You will see stories about October 7th, but October 8th is missing. October 9th is missing. October 10th is missing. A hundred days of genocide are missing. And you’ll barely have a story that shows up every once in a while that is still very much so controlled by the Israeli propaganda machine, because while Israel kills Palestinian journalists, it also makes sure that American journalists are only able to tell a certain story. They’re only able to see Gaza from a certain perspective. They’re only able to speak about Gaza from a certain perspective.
(00:08:28)
And this is well-documented, that they have to review their media tapes with Israel before they can publicize them. And so, this is state propaganda at this point. The mainstream media and the United States government are in lockstep, telling a very skewed story. And that is leading to a greater sense of frustration. And I think the American public has been wronged as well by not knowing what’s happening.
Lex Fridman
(00:08:56)
You mentioned settlements. So, to you, this is bigger than Gaza. It is the West Bank. It is the Palestinian people broadly.
Omar Suleiman
(00:09:05)
Absolutely. You can’t disconnect Gaza from Palestine. You can’t disconnect the West Bank from Palestine. You can’t disconnect Jerusalem from Palestine. And you can’t disconnect the very human story from the political plight.
(00:09:19)
You interviewed Mohammed El-Kurd, met him. What did the world do when it saw the images of the Kurd household being taken over by a guy from Brooklyn or Long Island who just shows up and lays claim to their home? What did the world do when American settlers suddenly decided they could walk into historic Palestinian homes and throw people out of their homes? What did the world do? And so, yes, this is very much so connected to the broader issue of Palestinian existence.
(00:09:55)
If you realize here, we are erased in peace and we are erased in war. In peace, it’s the Abraham Accords, agreements between Israel and its Arab neighbors, which is supposedly to solve the Palestinian problem. The Palestinians are absent from their own fate, from discussions about their own fate. In war, it’s the Israel-Hamas war. It’s Israel and Gaza. Where are the Palestinian people? The millions of Palestinian people that have either been removed from their land or are being tormented on their land, where are they in this discussion?

Palestinian diaspora

Lex Fridman
(00:10:32)
What are the Palestinians in the diaspora feeling?
Omar Suleiman
(00:10:38)
I think deeply frustrated, a great sense of anger, sadness. Every single Palestinian right now knows someone that’s been killed. Every single Palestinian is a part of a story of displacement or destruction. Every single Palestinian has a relative that’s either missing a limb or a loved one. Every single Palestinian in the world is traumatized by this. And in some ways, being outside of Palestine, being away from it all hurts even more because you see your people being killed, and starved, and brutalized, and slaughtered, and you can’t do anything about it. And the people around you are justifying that slaughter.
(00:11:27)
If you turn on a TV or if you open a mainstream news site, these sites are justifying your slaughter and people are being killed over there because they look like me, because they’re Palestinian like I’m Palestinian. And so, we’re watching this in diaspora with agony. We can’t go, we can’t heal our loved ones. We can’t comfort the people that are there. I recently spoke to a doctor who’s lost 75 relatives, 75 relatives in Gaza, and he’s a medical doctor. And all he wants to do is get in there and just use his medical expertise to help his people and he can’t.
(00:12:10)
And so, we’re watching it from afar, but our hearts are there. They are in the buildings that are being destroyed. They’re in the hospitals that are being bombed. They are there and they’re with the people.
Lex Fridman
(00:12:23)
You’re somebody who’s always rushed into the midst of a crisis. So, what does it feel like on a personal level to not be able to do that here, to go to Gaza to help?
Omar Suleiman
(00:12:37)
Yeah, it’s really hard. I mean, when any group of people are killed, my instinct, and I think a lot of people is to go there to help, whether it’s a natural disaster or especially after an incident of terror, wherever it is. It’s rush there and do the best that you can to help people get through it. So, it’s been extremely hard to watch this from afar and feel like I can’t do anything about it. And so, that’s why, instead, I think that most of us are driven to continue to be the voice of the voiceless.
(00:13:19)
I always say that if they’ve made them faceless, they can’t make us voiceless. They have reduced our casualties in Palestine to a number. The number is hundreds a day, over 30,000 people. We’re averaging 10,000 people a month. The fact that they’ve been turned into faceless numbers with no stories, with no humanity, makes it that much more important for us to tell their stories here. And to remind the world that you’ve lost your humanity if you can watch this unfold and not even have the decency to call for a ceasefire. I mean, that’s where we’ve reached. That’s how low it is right now. Calling for a ceasefire has now become radical.
(00:14:07)
So, we have to remind the world that if you’re okay with the demolition of an entire town, or a city, or whatever it is that you want to call Gaza because it wasn’t always the Gaza Strip, but if you’re okay with this and you’re okay with this casualty count every single day, it’s not just them who are being killed; it’s your hearts that are dying. And I think that when I look back to Dr. Martin Luther King Jr, and I mentioned this, he wrote about Vietnam. He said that if America was to succumb to its spiritual death, the autopsy would read Vietnam. I would say that it would read Gaza now.

Wael Al-Dahdouh

Lex Fridman
(00:14:48)
Speaking of the people, the faces, the voices, one of the people you’ve talked about, you’ve posted about, you’ve written about is Wael Al-Dahdouh, him being hospitalized. He’s a Palestinian journalist and the bureau chief of Al Jazeera in Gaza City. What can you tell me about this man?
Omar Suleiman
(00:15:07)
If Wael Al-Dahdouh wasn’t Palestinian, he’d be on the cover of Time Magazine right now. He would be the most celebrated journalist in the world. Wael Al-Dahdouh is from Gaza. He has been in Israeli prisons. He has been under Israeli airstrikes. He has seen the worst of the occupation before. He’s seen the worst of the genocide while on TV. I mean, and this is insane when you think about it. We have over a hundred journalists now, that’s more than any conflict in history, that have been killed. And there is sufficient evidence by international watchdogs that this is intentional. That journalists have been killed intentionally, but then their families.
(00:15:50)
Wael was reporting on TV when an airstrike hits his wife, two kids and a grandchild. He goes to the scene. And he said this, “You never expect as a journalist to be the subject of the story.” Suddenly, the camera’s on him mourning over his dead wife and kids and grandkid, and he even says it in Arabic. He says, “They’re taking it out on our children. They’re taking it out on our children.” I’ve heard this from multiple people that have had relatives targeted that, “I wish it was me instead.” He gets back on camera the same day because he feels a responsibility to continue to cover the lives of the people of Gaza. He understands that his story, as devastating as it is, is not unique in regards to the people of Gaza, that there are many people whose families have been killed in airstrikes. All two million people have been traumatized in some way. And so, he gets back on camera, tells the story again, and then he is targeted himself, his arm struck. His cameraman, Samer Abudaqa, dies in front of him. He bleeds out. Wael watches him bleed out for hours. And while any aid workers try to reach them in the building that they were in, snipers would shoot all of those that were rushing to Samer.
(00:17:24)
So, he watches his cameraman and one of his best friends bleed out to death. Wael goes to the hospital. His arm is wrapped up, gets treatment. He’s back on camera the next day. A few weeks later, another child is killed again with his friend in a car. So, this was a targeted airstrike. His son is driving. And his son and his best friend are hit in an airstrike. Wael leads the funeral prayer, is back on camera again, and speaks with such dignity, with such compassion. One of the things that always gets to me, as a Palestinian and as a Muslim too, is that we are portrayed to be these beasts and savages. Tell me a man that would be put through what Wael was put through and still stand on that pulpit and in front of the world with such dignity, with such grace. He continues to tell the story. Wael has become a hero to many of us, and he would be a hero in a world that wasn’t anti-Palestinian. And unfortunately, Wael has not only lost his family, he’s not only lost much of his own existence, but Wael is part of the greater story of erasure. So, even though he’s telling the story of the people of Gaza and he is the story of the people of Gaza, most people will never learn about Wael Al-Dahdouh.
Lex Fridman
(00:19:01)
You have posted videos and written about what is happening in Gaza since October 7th. What has been happening there, the individual stories and the broader impact on the two million people there?
Omar Suleiman
(00:19:12)
Gaza has been described as the world’s largest open air prison, unemployment, blockaded from all directions, no airport, regular added restrictions placed even on their ability to fish. So, every aspect of Gazan life has been under occupation. I would argue that it’s an injustice to even call it an open air prison because inmates are not bombed in prisons routinely by the most sophisticated weapons in the world. Regular bombardment of Gaza, every single person in Gaza has lived through multiple rounds of bombardment. It is deeply distressing.
(00:20:02)
I remember in 2021, there was an image that I will never forget of children having to go back to school after the bombardment of 2021. And next to them, they would have the empty chairs and the posters of the child that used to sit in that chair. I think what encapsulates it most for me, an image that I grew up with was the image of Muhammad al-Durrah, who was in his father’s lap over 20 years ago, and his father was begging for Israel to spare his child. And Muhammad was murdered in his lap. And you know what happened these last rounds? His other kids were murdered. So, Muhammad’s brothers were murdered and his father’s been on the run.
(00:20:53)
Every single person in Gaza has witnessed multiple wars, has witnessed the greatest suffocation of occupation, has even had their diets restricted, and has suffered under Israel state policy, which is called mowing the lawn. And everyone should look this up. This is what Israeli ministers refer to as routine bombardment of Gaza, mowing the lawn, which shows you that before they called us animals, they considered us insects. And unfortunately, the casualty counts get higher and higher every time, and people become more and more desperate, more and more helpless.
(00:21:31)
Gaza has been, unfortunately, the worst manifestation of anti-Palestinian bigotry. I mean, 60% of the population is a refugee population. What that means, and people do need to understand this, is that people move to Gaza from other parts of occupied territory to find refuge and were practically living on top of each other. There are people that are in the Gaza Strip that know that they had homes right beyond that apartheid wall and those homes were stolen from them, and they can’t even enter that territory anymore.
(00:22:10)
And they know that on the other side of that wall, there’s life. On the other side of that wall, there’s opportunity. On the other side of that wall, you have a passport, you have an airport, you have the ability to travel, you have the ability to export and import, you can dream. But behind that wall, you are to live until the next airstrike. You are to live until Israel mows the lawn again and hope that you’re not part of the grass. That’s what Gaza has been all of these years.
Lex Fridman
(00:22:38)
So, pragmatically and psychologically, it’s very difficult to flourish when you’re just waiting for more bombardment.
Omar Suleiman
(00:22:45)
Because you know that it’s around the corner. You always know when you live in Gaza that it’s only a matter of time before the next bombs drop. You know if you’re in Gaza that you are waiting for your death. People dream about going out in the world and pursuing education. People dream about going out in the world and pursuing economic opportunity. In Gaza, your idea of opportunity is an opportunity to see the next year. That has been the case. And so, when we talk about this not existing in a vacuum, if people only hear about Gaza on October 7th, that is a major part of the problem. And that is, again, part of the problem of our ignorance and our apathy. Why is it that the plight of the people of Gaza is not brought up until an attack happens on Israel?
Lex Fridman
(00:23:45)
I’ve gotten a chance to witness a destroyed school in Ukraine. That’s something that is really difficult to see.
Omar Suleiman
(00:23:57)
You have over a hundred destroyed mosques. Every university in Gaza has been demolished. We’re seeing TikTok videos of Israeli soldiers laughing and singing as they press a button. And we see the demolition of every single university in Gaza. Schools have been reduced to rubble. There’s a cultural genocide as well.
(00:24:22)
I want you to think about what you saw in Ukraine. Look, imagine coming back to school in Gaza in some destroyed building. You’re missing legs. You’re missing arms. You have white phosphorus burns. Have you ever seen what white phosphorus does to a person? There’s a reason why it’s a war crime. You have white phosphorus burns. Your mom’s dead. Your dad’s dead. All of your uncles and aunts are dead. All of your siblings are dead. Somehow you got pulled out of the rubble.
(00:24:49)
In my own family, my father’s in-laws, my father remarried after my mother passed away and they’re in Gaza, all of them were killed in an airstrike, except for an elderly aunt who somehow made it out of the rubble a day later. If you’re a child that’s been pulled out of the rubble, what are you going to grow up with? I mean, what are you supposed to feel? What are you supposed to think? And then you have racist commentators that say, “They could have turned that into a Singapore. The Palestinians are the authors of their own destruction, because if they wanted to, they could have turned this into a place of prosperity, but they keep on bringing destruction upon themselves.”
(00:25:38)
So, at the root of this is a bigotry. And again, this idea that Palestinians are savages, they’re animals, and the only way to deal with them is to continuously mow the lawn while simultaneously expanding the occupation and erasing anything that was ever called Palestine and any human being that was ever called the Palestinian.
Lex Fridman
(00:25:59)
So, those kids growing up in Gaza now, to you, they have almost no choice but to have hatred for Israel?
Omar Suleiman
(00:26:09)
It’s human. I mean, look, any child that is under that type of oppression is going to hate their oppressor. I don’t care who you are. I don’t care what you are. But here’s my problem with how that gets brought up. You’re talking about the future of the security of Israel. Even some people that speak about it seemingly from a place of being well-meaning, that say the only way that Israel can have its security is to stop killing Palestinians. And so, the future of Israel depends upon Palestinians not hating Israel so much. And so, we’ve got to stop tormenting these people so that they don’t grow up to want to torment us.
(00:26:51)
You’ve already decided then whose life is worth more than the other. And so, instead of talking about the future of Israeli lives, why don’t you talk about the present of Palestinian lives? Instead of talking about whether or not your state will be secure in the future, talk to me about why you’re killing children now. Two thirds of the 30,000 civilians are women and children. And so, we can’t talk about what these children are going to grow up with. We should talk about whether or not these children are going to grow up in the first place. And that should be what dominates our conscience right now, and what drives our policies, and what drives our emotions right now.
Lex Fridman
(00:27:35)
When I had a conversation with Elon Musk, he suggested that what Israel should do is conspicuous acts of kindness. So, do as much positive things in Gaza as possible on a basic individual human level and at a policy level at every level. What do you think about that?
Omar Suleiman
(00:27:56)
You don’t pass out candy in a concentration camp, you and the occupation. And so, there has to be a solution that is beyond merely acts of kindness. At the end of the day, if you’re occupying a people, you have to remove that occupation. Apartheid is not dealt with by acts of kindness on the part of the occupying power. Apartheid is dealt with by ending apartheid. And so, there has to be a level of accountability. It’s not just acts of kindness. It’s not just treating the people with more dignity. It’s giving them the ability to pursue their own dignity.
(00:28:35)
There’s a reason why it’s called Palestinian self-determination. The United States likes to use it in all of its inconsequential statements, that we need Palestinian self-determination too. But the United States also voted against 138 states in the United Nations to allow for Palestinian self-determination. Self-determination means I get to pursue my own course of worth. I get to pursue my own happiness. I don’t have to depend on the benevolence of my occupier and when my occupier-
Omar Suleiman
(00:29:00)
To depend on the benevolence of my occupier, and when my occupier feels like throwing me a few more crumbs, it has to end. There has to be a point now where the world says this is not sustainable. It’s not just about ending the present genocide. A ceasefire is the bare minimum. I think any decent human being would be calling for a ceasefire right now, but at some point you cease occupation, you cease apartheid because what led to the ability of Israel to carry out a genocide without any accountability was that the global arena has permitted it to do so, largely due to American obstruction of justice.

Violence

Lex Fridman
(00:29:39)
Is violence an effective method of resistance?
Omar Suleiman
(00:29:45)
So, the framework that I would propose is that Dr. King mentioned that peace is not the absence of violence, it’s the presence of justice. And so, occupation and apartheid are violent even in their most benevolent manifestations. The default of occupation is that it is unjustified. The default of apartheid is that it is unjustified, and it must be dealt with. The default of resistance to occupation and apartheid is that it is justified, but there can be transgressions even in resisting occupation and apartheid, right? And I come to this from an Islamic perspective. My moral framework is Islam. The prophet Muhammad, peace be upon Him, was outraged when he saw a woman or a child that was dead from the other side, the side of his persecutor. And so, yes, we have a saying as Muslims that they are not our teachers. Our oppressors are not our teachers, but the concept of resistance to occupation, it is morally justified. It is justified by international law. Any occupied people have the right to defend themselves.
(00:31:10)
We talk about Israel’s right to defend itself. Israel is the occupier. Any occupied people by international law have the right to defend themselves, and any occupation is unjustified and illegal. And so, that’s where I start from. That’s the point that I come to this with. I think that the problem is that the Palestinians are told, “Find better ways to resist,” and then they are demonized when they try to find any other way to resist. If you go back a few years ago, you had the Great Return March. People in Gaza marched to the wall in what was one of the most inspiring protests or demonstrations that I had ever seen, March to the Wall, nonviolent protest, and snipers took out their legs. AP actually documented that Israeli snipers had knee counts, where you had an Israeli soldier that would say, “I took out 45 knees.” They actually had a register, a scroll of knee counts. And so, you have all these kids in Gaza walking around without legs now because they were targeted by snipers when they marched to the wall.
(00:32:21)
We’re told to find methods of nonviolent resistance, but when we boycott, when we launch boycotts around the world, in response to this transgression, in response to this ongoing oppression that the world powers have shown either the inability or the unwillingness to reign in, we’re told that that’s antisemitic, even though it is based on the South African method of bringing an end to the apartheid regime there. So, don’t respond with violence. Don’t respond nonviolently. Don’t protest. Don’t try to use people power in the face of global impotence at the political level.
(00:33:04)
Instead, let’s just keep talking about the two-state solution. And while talking about the two-state solution, if you were to look at a map under every single Israeli regime, conservative or liberal, whatever it is, the settlements have expanded. More Palestinian land has disappeared, more Palestinians have been dispossessed, more Palestinians have been killed. And so, we have these little pieces of land that keep on shrinking, and Jerusalem keeps disappearing, and there’s aggression whether Palestinians are resisting or not. But then we’re told, “Why can’t you people just pursue peace? Why can’t you just believe in a better way?”
(00:33:45)
All along, we’re hearing Israeli ministers become far more radical and open about their intentions to wipe us off the face of the earth. And that is actually their policy. It’s not just slogans. It’s not fringe elements. Actual Israeli ministers starting from the prime Minister himself, who has executed a policy of the removal of all Palestinian lands and Palestinian lives. And then we’re told, “Peace, peace, peace, peace.” And it is awfully ugly when you use the language of peace to suffocate the work of justice.
(00:34:16)
Dr. Martin Luther King Jr., one of his early sermons was something along the lines of, “When Peace Is Obnoxious,” when peace is obnoxious. It was in the 1950s around the Montgomery Bus Boycott, and he talked about how this obsession with the language of peace, is usually used to try to keep people in status quo and make them complacent with their miserable situation. That has been the story of the Palestinian people, that they’ve been told that if you do things differently, then you will find peace. But everything the Palestinians have tried, inside and outside, has been met with repression, the most violent forms of it there in Gaza and beyond. And so look, I start from the place of wanting to see peace. I want to see a situation in which no innocent people lose their lives, but we have to analyze the situation with some justice, with some fairness. What would any group of people do in this situation? That doesn’t mean that you hope for hell. That means that you analyze the existing circumstances of hell, which was life in Gaza even before October 7th.
Lex Fridman
(00:35:34)
That said, you did talk about [inaudible 00:35:37] and dignity, and you mentioned transgressions, so there is places where violence can go too far?
Omar Suleiman
(00:35:46)
Absolutely. So violence, again, the point is that you ask yourself why we’ve been silent about the violence all of this time. And you know what? When people say, “Well, what about this? Well, what about that?” My response is this. What I would love to see is effective international bodies of justice, being able to reign in any party that has committed an act of aggression or committed an act of injustice and hold them accountable. Any reasonable human being would say, “Yeah, you know what? There should be effective international bodies that can reign in parties that can’t be reigned in domestically, that could stop the violence. That could assign blame properly, and then have methods of accountability.” The problem is that Israel has been made invincible in the international arena because of the United States. And then we wonder why there’s such a rise in global anti-American sentiment.
(00:36:45)
It’s not because of American freedom. It’s because America is directly participating. The United States government is directly participating in the worst genocide that we have ever seen in our lives, playing out on screen, on social media, and we can’t do anything about it. So, I think that the point is that we need those international bodies. We need methods of effective accountability, and I would love to see blame properly assigned, and anyone that kills any innocent human being, taken to account, anyone that is guilty of a war crime, taken to account. We have to ask ourselves, why is it that Israel has violated over 63 United Nations resolutions, has expanded its occupation, has killed over 600 Palestinians before October 7th? Why is it that Israel cannot be held accountable? And so when you talk about words that get thrown around, that are used to justify violence against more innocent people, when I’m asked about terrorism, is it only terrorism if it’s a non-state actor, if someone’s sitting inside a room of suits, and can press a button and terrorize thousands of people and murder innocent people with no consequences, how is that not terrorism?
(00:38:11)
So, if terrorism is only to be assigned to non-state actors, then it’s a word without function. In fact, it’s a word that justifies more terror that is then reigned upon innocent populations. We have to have moral consistency. Children should not be killed. Non-combatant should not be targeted. We can all agree upon that. Why aren’t there proper investigative bodies, and then, proper international bodies of accountability then, that can execute their findings in a way that makes the world a better place. In a way that actually brings about more peace? And so, I think this is where we’re at right now, and this is the frustration, and this is the place that the Palestinians have been left.
Lex Fridman
(00:38:52)
So, to you, violence becomes terrorism when women and children, non-combatants, are killed, no matter who is doing the killing?
Omar Suleiman
(00:39:02)
Absolutely. Absolutely.
Lex Fridman
(00:39:07)
In America, for you, for other Palestinians, other Muslims in your community, what has all of this been like?
Omar Suleiman
(00:39:20)
It feels like there is a return to some of the days after 911, the dehumanization, the feeling of complete disregard for our humanity at the level of government, at the level of media. Feeling of an increase in surveillance, the feeling in an increase in bigotry. People are losing their jobs, and people are being berated on campuses, in grocery stores, and people are being killed. I went to the funeral of a 6-year-old boy who was killed directly due to anti-Palestinian propaganda. And so I think that a lot of us are feeling a return to that, but we also refuse to be cornered into a position where we are told to perpetually condemn acts of violence and not speak about the violence that’s committed against us here or abroad.
Lex Fridman
(00:40:24)
Can you tell the story of this boy, Wadea Al-Fayoume? He’s a 6-year-old Palestinian-American boy who was stabbed 26 times in his home in Plainfield Township, Illinois. It was found to be a hate crime motivated by Islamophobia, and the attacker said, “You, Muslims, must die.”
Omar Suleiman
(00:40:50)
So, before Wadea was killed, Wadea was killed on a Saturday. It was the immediate Saturday after October 7th. I remember on Friday, media starts to reach out to every Imam in the country, every Muslim leader in the country, and say, “What are you going to do about this global day of Jihad? What are you going to do about the global day of Jihad?” It’s like, “What are you talking about?” It’s like, “Well, Hamas has called for a global day of Jihad, so how are you going to stop Muslims from attacking people?” Right? So, it’s Friday, and I’m like, “Well, this is the first I’m hearing from you.”
(00:41:25)
And I remember responding to a local reporter, most people I just ignored. I responded to a local reporter. I said, “I’ve got people in my community that have already lost 10, 15 relatives at that point. Now, it’s 20, 30, and you haven’t said a word, and now you’re reaching out to me about the potential violence of Muslims in America. This is great. This is just like 911.” What are you going to do to restrain, you angry Muslims, from responding to what’s happening overseas, and responding to the call of a global day of Jihad?
(00:41:56)
Guess what? That night, this man takes out a military knife and attacks a six-year-old boy, a six-year-old Palestinian boy. By the way, it gets worse the more details that you know. And I recently had a chance to go and speak to his mom because she was in the hospital when I was there for the funeral, so I had a chance to visit her not too long ago.
Lex Fridman
(00:42:20)
And she was attacked, also.
Omar Suleiman
(00:42:21)
She was attacked first. It was actually their landlord. So Hanaan, the mother, was at home with Wadea, 6-year-old boy. Landlord comes in, and with absolutely no emotion, just charges at her, starts with her. She was able to fight him off. Stabbed her initially seven or eight times with a military grade knife. She fought him off, escaped to call 911. And while she is calling 911, she hears Wadea. Wadea ran up to the man, calling him Uncle Joe because the landlord prior to that, had been kind to them, used to give Wadea toys. Wadea had an infectious, beautiful smile. Every picture you see of that kid, beautiful, beautiful, beautiful smile. And so, Wadea runs up to him, says, “Uncle Joe.” He runs up to him to give him a hug, even though he’s carrying a military grade knife with blood on it, because Wadea doesn’t believe that harm can come to him from that man. And Hanaan didn’t think that he would do anything to her kid, even in that fit of rage. The last thing that she says she heard was, “Oh, no,” Wadea the says, “Oh, no.” And then, he starts to stab him 26 times, says, “You, Muslims, must die.”
(00:43:53)
Usually, in a scene like that, police are hesitant to classify something as a hate crime. It was classified as a hate crime the very same day. The thing is that, who’s complicit in that hate crime? What filled that man’s head for him to believe that he was doing an act of good by murdering a 6-year-old Palestinian boy? And in reality, uncle Joe was motivated by President Joe Biden, who repeated a debunked report that there were 40 beheaded Israeli babies. And he said, “I saw 40 beheaded Israeli babies.” The White House walked it back afterwards in a statement that no one reads because it was factually false. But Uncle Joe heard it, and had been binge-watching media about these violent Palestinians, and suddenly the propaganda overcame his own humanity and what he knew of that family. And he went in and ruined their lives.
(00:44:57)
And now, just like any mom, she hasn’t moved a thing. His bike is still in the same place it was. His toys are still in the same place. She’s left with this great void, this great emptiness. If that was the only crime, it would be enough to wake this country up and say, “Oh, no, this is not where we need to go. Oh, no.” Right? The last thing she heard him say was, “Oh no,” if that was it.
(00:45:24)
And I got the news, by the way, when I was ironically at a protest. We were protesting on Saturday, Downtown Dallas, and I started getting all these texts about what happened in Chicago. Oh, no. Right? No Muslims attacked anyone. The media was in a frenzy over the global day of Jihad. I got called by national news outlets and local news outlets, “What are you going to do about Muslims that are going to turn into monsters, and start killing people in the streets?” Next thing we know, we have a dead six-year-old Palestinian boy. I went to his funeral, and that’s speaks to the proximity part of things.
(00:46:09)
Yeah, it felt like stepping into Gaza for a moment. It didn’t feel like America. Didn’t feel like America. It felt like stepping into Gaza. His casket, was wrapped in a Palestinian flag. There was not just sadness at his funeral, but a deep sense of anger. At the funeral, some of his family members shouted out, “Joe Biden, you did this. Joe Biden, you did this.”
(00:46:37)
And I remember the next day, it was right after the funeral, looking at the front page of CNN, and the story of Wadea was buried in the last section, and it was right over all these meaningless ads. And I thought to myself, that’s it. If this was an Arab man, let’s be real. Let’s be honest here. If this was a Palestinian landlord that stabbed a six-year-old Jewish boy to death, this would have gotten more attention. It would’ve been the front page of the news. And rightfully so, people would have grieved over the insanity of stabbing a six-year-old boy 26 times. Wadea became an afterthought the very next day.
(00:47:32)
And so it’s an extension of the bigotry, an extension of the racism, and there’s so much that happens after that. There’s the terrible stabbing of Detroit synagogue president, Samantha Woll, and it’s horrible. She was stabbed in her driveway, immediately front page of all the news outlets. Immediately, it’s the main news story. And immediately, the implications are, “There go the Muslims. The Palestinians have lost their minds. The Muslims have… They are who we thought they were. That’s what it is. They are who we thought they were. They went and they stabbed a synagogue president.” It turned out it wasn’t a hate crime, although it’s an awful crime. It turned out it wasn’t a hate crime. Wadea is an afterthought.
(00:48:14)
I had people reach out to me afterwards expressing condolences, and I responded to them, those who have justified the genocide in Gaza but that were somehow offering condolences for Wadea privately, of course. By the way, if a Muslim would’ve committed that crime, every single Muslim leader would’ve had press in front of their door to condemn that crime. We would’ve all been made complicit.
(00:48:42)
Had people reach out to me, say, “I’m sorry about what happened with Wadea. It’s terrible. I saw you at the funeral, praying for you.” My response was, “What’s the difference between Wadea and a boy in Gaza? What’s the difference between me and Wadea?” I’m a Palestinian child. My parents made it out of Palestine. I was born in this country. If I didn’t have the opportunity to grow up here and to become the person that I became, you would’ve been justifying my murder right now. You would’ve been okay with my genocide. You would’ve been giving the talking points to the press to erase me. But you feel sorry because Wadea was killed.
(00:49:18)
And I think this is when we say that anti-Palestinian bigotry is an extension of Islamophobia. If a mosque gets targeted here, people rightfully rush to protect that mosque and say, “This is horrible, and it shouldn’t happen.” But when you have an Israeli soldier bombing a mosque and laughing like a maniac on video, and it’s going viral on TikTok, and there’s no way to reign that in. And you don’t have a word of condemnation about it. In fact, you are standing in the way of a ceasefire, then you’re a hypocrite. There’s no way around it. You are a hypocrite. What’s the difference between a mosque here and a mosque there? What’s the difference between a Palestinian life here and a Palestinian life there? If you’re okay with me being murdered there, don’t say that you care about my life here. And so that hypocrisy has been laid bare.
(00:50:03)
We have said multiple times, masks are falling, masks are falling. People that we thought were decent people, somehow have found it in themselves to justify a genocide. There is no shortage at this point of videos. And again, I could have made the excuse for you, maybe in the first few weeks, that you hadn’t seen enough. But with all social media suppression across all platforms, there isn’t a single platform that hasn’t suppressed Palestinian voices. With all that suppression, there are enough videos at this point of children whose heads have been blowing off. Of children walking around without limbs. Of parents carrying their kids in bags, not body bags, I mean grocery bags because they don’t even have body bags, and screaming out, and saying, “Why are you doing this to me? Make it stop.” And you come back, and you tell the person, ” It’s Hamas’ fault.”
(00:51:03)
Where is your humanity? Where is your sense of decency? Isn’t that the logic of the so-called terrorism that you condemn? Yeah, you can wipe out entire populations. You should have talked to Hamas. It’s Hamas’ fault. All the kids in the West Bank… Where does this end? So, what are your moral boundaries here? If that’s the logic that you’re okay with, then, in that case, when there’s a mass shooter in a school in the United States, just bomb the whole school. In fact, bomb the whole town if you can’t find the mass shooter. Where does this end for you? And so when I say people have lost their humanity, they’re killing us overseas, but their hearts are dying. People have lost their humanity. They’ve lost any sense of morality and their moral boundaries, and being there, and participating in this funeral, it was anger. I’m not used to that. I’m not used to that.
(00:52:01)
I’m an imam. I pastor to people. I went to Christchurch, and that was the worst I’d ever seen before where 50 Muslims were killed by a white supremacist, and he murdered them with such callousness. And I remember being at those funerals, and there was anger, but it was just profound sadness because at least the rest of the world could all come out in one voice and say, “That’s wrong.” Now, most of the world sees what’s happening in Gaza and says, this is disgusting. Most of the world sees this, and says, “This is a genocide.” But we happen to live in this bubble here where we’re constantly being told, “We did this to ourselves.” And that’s the same logic that led to our initial expulsion, 1948. What was the crime of those 700,000 Palestinians that were driven out of their home in 1948? What did they do? They did not commit the Holocaust. They didn’t have a mass murder of Jews at their hands. What did they do? What crime were they paying for? And so, it’s been the consistent theme, this is the story of our people, not since October 7th, this is the story of our people for the last 75 years.

Biden and Trump

Lex Fridman
(00:53:17)
There is a deep geopolitical connection between the United States and that part of the world. What is the role of US politicians in all of this?
Omar Suleiman
(00:53:28)
James Baldwin wrote about how Israel was created as an extension of United States policy to be a colonial entity at the gates of the Middle East, and to function essentially as a military base out there, and as a means of extending its policy throughout the Middle East, and it has functioned as such. The United States is not an honest peace broker. It never has been an honest peace broker. The United States has never shown any meaningful inclination towards peace. Has guarded and protected Israel from international accountability, has made Israel invincible.
(00:54:15)
The United States is not just responsible at the governmental level for the genocide. It’s responsible for letting it get to this point in the first place. We have funded that arsenal. We’ve given them the most sophisticated weapons in the world to test on the most desperate population in the world. We’ve given them the weapons. It’s been bipartisan. We have issued, at most, inconsequential statements of condemnation, but at the same time, stopped any international body of law from actually holding it accountable.
(00:54:57)
So, the United States, at this point, unfortunately, has rightfully lost all credibility. It should remove itself from this because it is not an honest peace broker. I think Americans are probably sick of us paying for wars in general. I think Americans are probably sick of our tax dollars going to funding a genocide, while we have a rise of homelessness and income disparity here in the United States. I think that Americans probably don’t like that we’re making ourselves so deeply unpopular in the world because of Israel’s actions. So, in the immediate moment, make the stop.
(00:55:42)
The United States could have had a ceasefire a long time ago. The United States could have ended this genocide right away. The reason why this is continuing is because of US foreign policy. And in the process of Joe Biden talking about managing this crisis and talking about making things better, there have only been more bills that have come out of Congress. In fact, he’s bypassed Congress to fund the arsenal, to keep replenishing the arsenal. Stop paying for weapons. Stop paying for someone else’s war crimes. Stop protecting another country as it commits these war crimes. And if you can’t be an honest peace broker, get out of the process.
Lex Fridman
(00:56:24)
So, there’s money that you just mentioned, and bills. And then, there’s rhetoric, which you also criticized, that he spoke about, the beheaded babies and things of that nature, so where has Joe Biden fallen short?
Omar Suleiman
(00:56:40)
We need another podcast. That’s going to take a few hours to talk about where Joe Biden has failed. For one, the first time he seemed to find the word Palestinian in his vocabulary was when he accused the Palestinians of lying about the death toll in Gaza. And then, that turned out to also be false. In fact, the numbers that were coming out of the Gaza Health Ministry, according to multiple international bodies, have been underreporting Palestinian casualty counts. Israeli intelligence has said that the civilian count or the death toll is actually higher than what’s been coming out of the Gaza Health Ministry, so he’s failed on that front.
(00:57:18)
He has failed to speak to Palestinian humanity. He has spoken with deep passion and concern, as has Anthony Blinken, about the devastation in Israel and the way that people are feeling in Israel and has shown nothing of that sort towards Palestinians. We don’t want the rhetoric. We really don’t want the rhetoric. When people say, “Call for a ceasefire,” the United States has had an opportunity, and has an opportunity to really walk back and reflect on its entire policy towards Israel-Palestine. This is a moment of reflection. This is a moment of…
Omar Suleiman
(00:58:00)
… of reflection. This is a moment of restoration if you want it to be, right? And to think about what we’ve enabled in the first place, he’s shown absolutely no real empathy, and I think that he is under great delusion in thinking that the Muslim community or people of conscience are going to forgive this, are going to forget this come November. You can’t tell us that, ” Well, at least I don’t have the Trump Muslim ban,” while also carrying out a genocide primarily against Muslims and think that the Muslims are still going to vote for you.
(00:58:39)
And so we will make him hear us set the polls and any politician, for Congress or otherwise, that has not called for a ceasefire that has been a part of this dehumanization, we will make sure that we cease support for them in any way as a community. It’s only right.
Lex Fridman
(00:58:59)
So Biden has lost or is losing the hearts and the support of the Palestinian people and the Muslim people in America?
Omar Suleiman
(00:59:08)
I don’t know if he ever had the hearts of the Muslim community to be honest with you. I personally was never a Joe Biden fan. I think a lot of people felt the same. This country unfortunately, the way that our political system is built is that you’re always voting for the lesser of the two evils. That’s always the way that it is, analyzing which evil is lesser, right?
Lex Fridman
(00:59:08)
Yeah.
Omar Suleiman
(00:59:27)
And when people say, “If you vote for Donald Trump,” and I’m not planning to vote for Donald Trump either, but, “if you don’t vote for Joe Biden, then you are destroying democracy.” I’m like a democracy that’s given us a choice between Donald Trump. And Joe Biden is already a failed democracy, and so he never had the hearts and minds of the Muslim community. People always saw past his rhetoric. He always has had a terrible disposition towards Palestine. He’s always had a terrible disposition towards the Muslim world. His segregationist past comes out sometimes when he starts talking about the Muslim world, and you can hear the racism in his voice and you can hear the way that he talks about Palestinian life in such devalued fashion.
(01:00:13)
So he lost us a long time ago, but he’s definitely not getting us back after this in any way. And I can’t speak for all Muslims, but I think that come November, he and all of those politicians, especially in swing states that have turned their back on the Muslim community, and not just the Muslim community, by the way. 67% of this country wants a ceasefire. Three-fourths of Democratic voters want a ceasefire. Half of Republican voters want a ceasefire. It’s not just the Muslim community. This is not some radical opinion to call for a ceasefire, and every single politician that has refused to hear us is going to pay a price at the polls, as they should.
(01:00:59)
That doesn’t mean that we’re under any illusion that the other side promises us anything better. In fact, it feels like Republicans have simply rushed to out-racist the Democrats, to outpace them in terms of talking about how they’re going to be more unapologetic in supporting Israel unconditionally. It’s been pathetic, but something has to change, and I think that Americans of conscience have to look at how this failed political system has hurt people here and abroad and talk about how to transcend that with just more humanity. Again, when you have 67% of the American public that wants a ceasefire, but only a handful of congressmen out of over 500 can muster up the courage in the face of these super PACs to say that we should stop the genocide, what are you asking for here?
(01:01:56)
You’re asking for the genocide to stop. You’re asking for Israeli hostages to be brought home. You’re asking for Palestinian prisoners to be released. You’re asking for peace and to start carving the path out to end this once and for all in the most ambiguous way possible, by the way, because there aren’t many radical American politicians. It’s the way that the system is. In the most ambiguous, bare way possible, and you can’t even bring yourself to do that. This is already a failed democracy then. All the while, again, it always boggles my mind, if you’re from the America First crew, what’s America First about? Funneling billions and billions and billions of dollars to Israel while it carries out this genocide while people are starving here.
(01:02:42)
And if you’re part of the human rights crew and progressive crew, they have a term called progressive except Palestine, right? PeP, Progressive except Palestine. Where are all your notions of social justice? You talk about policing here, but you don’t talk about who trains our police departments in many major cities and the type of brutality that’s being carried out there. You talk about human rights at the border here, but you don’t talk about the assault on people at the border there. You talk about all of these things here, but you somehow use the exact same framings against the people there. So it’s exposed, I think, the moral bankruptcy of both political polar opposites that exist in this country right now and hopefully, evoked a greater societal sentiment to say this is ridiculous.
(01:03:33)
One of the things that is happening is that more people are getting their news outside of legacy media outlets. You can’t hide that many dead babies anymore. You just can’t. More people have woken up to the Palestinian plight now than ever before. More people are outraged that this has been our American foreign policy all throughout Democratic and Republican administrations. This is what we’ve been paying for? This is what we’ve been excusing? And Israeli leaders literally spit in the faces of whoever the American president is and says, “Yeah, we don’t care what they tell us to do.”
(01:04:12)
American leadership says, “We’re pushing Israel to minimize the casualties, to get less indiscriminate with its bombing, to manage the crisis, get a few more humanitarian corridors in, to make sure that Gaza is not evacuated and not ethnically cleansed, to make sure Palestinians can come back.” And Netanyahu comes on TV and says, “From the river to the sea,” how ironic is that? From the river to the sea, and that is his policy. “We’re going to make sure that Israel controls from the river to the sea, and we’re going to push Palestinians into Sinai and Muslim countries need to take them in.”
(01:04:47)
You have Israeli ministers, national defense ministers saying things openly like, “We want to thin out the population,” i.e. ethnic cleansing. “We want to remove people, and the Muslim world needs to step up and take in these refugees.”
(01:05:06)
And the American administration or the American President says, or an American Secretary of State says, “We’re talking to them and we’re making sure that that’s not going to happen.” And if one of their ministers says something, Blinken maybe tweets out something about how that’s not going to happen, but then it happens anyway, and then we still write them the checks.
(01:05:25)
So I think most of the American public is probably going to get sick of this at some point, and just people of decency and people of conscience are going to say, “Yeah, this is not something we want to be a part of anymore.”
Lex Fridman
(01:05:35)
Do you think there’s something that Donald Trump can do to help move this in the right direction?
Omar Suleiman
(01:05:45)
Trump’s first words were about how he’s going to be worse on this. So he talked about how he’s going to deport people, revoke visas of students that are part of these pro-Palestinian rallies.
Lex Fridman
(01:06:02)
Also, the focus was on the rallies versus what’s going on abroad.
Omar Suleiman
(01:06:07)
Yeah, but look, we had a Donald Trump presidency. He moved the embassy to Jerusalem. He was not better on this. Unfortunately, this is a bipartisan problem. And so again, we’re under no illusion here. We’re not looking to Donald Trump as a savior here, but we are going to penalize Joe Biden, and I can’t speak for everybody, but I think that that’s where a lot of our minds are at right now.

Ceasefire march

Lex Fridman
(01:06:29)
You spoke at the November 4th demonstration of Washington called the Free Palestine March. It had a lot of people, several hundred thousand people there. What do you remember from that experience?
Omar Suleiman
(01:06:41)
Well, the first thing I remember is that there was no news coverage of it. So 400,000 people march on DC, one of the largest marches in history. It was nowhere to be found in mainstream media coverage. Whereas when the Stand With Israel Rally happened between the 300,000 strong Palestine rally and the 400,000 strong Palestine rally, there was a Stand with Israel rally where congressmen were bused from Congress to speak at that rally, Democrats and Republicans and high profile celebrities, and it was live-streamed across multiple places. I have to say this, the ICJ, if that wasn’t the greatest display of media bias in the domain of United States mainstream media, then I don’t know what is. They live-streamed the Israeli defense on multiple news outlets defending itself against the case for genocide and completely omitted the South African presentation of the crimes of Israel the day before.
(01:07:46)
So what I remember first and foremost about the protest is that they were nowhere to be found on mainstream media, which was expected. But what I also remember from the actual day of and from all of the pro Palestine rallies is that I have never seen a more multi-faith, more diverse group of people consistently coming out for Palestine against the genocide in Gaza than I have this time around. And I think that has been the experience all around. There has been a pronounced Jewish presence, Jewish voice for peace, if not now, other anti-Zionist Jewish groups, groups that are against the genocide, against the occupation. Former Israeli soldiers even that have been showing up at these protests. There has been a pronounced presence from Native American groups, indigenous groups, all across the board, right? Christians, Jews, Muslims. I’ve never seen more diversity at these rallies than I’ve seen this time around, which I think is a sign of where things are going.
(01:08:48)
And if you look at the under 35 opinion polls, it’s very clear that there’s a generational gap here. That the country is moving into a more coherent direction and understanding what has been happening over there, and people from all backgrounds are standing up to it now.
Lex Fridman
(01:09:07)
What do you think about the protests on campus against Israel?
Omar Suleiman
(01:09:13)
Every protest I’ve been to has had the exact same tenor, has had the exact same messaging, but you always have that idiot or two that shows up with a sign and no one knows who that idiot is, ironically. Never comes with anybody else, always shows up somehow in the middle of the protest and puts up a sign that says something completely contrary to the messaging of the protest, and then all the cameras shift towards that guy. I see it every single time. But the overwhelming tenor of all of these protests has been consistent. It’s been calling for freedom. It’s been calling for liberation. It’s been calling for an end to the genocide, a ceasefire, an end to the occupation, an end to the apartheid.
(01:09:57)
I will tell you what many people are not seeing, Columbia University, two former IDF soldiers spraying Palestinian protesters with skunk water, which is what the IDF uses on Palestinian protesters and sometimes on worshipers on their way to Masjid al-Aqsa, which has multiple health repercussions. And so I was reading about how one of the students that was sprayed on campus, that Columbia Palestinian student has showered, at this point of us doing this podcast, 11 times, cannot get the smell out of her, has suffered all sorts of health issues as a result of being sprayed. Again, people are not seeing the other side here. People are not seeing what we’ve had to deal with at these protests. The open bigotry, and I want you to think about this by the way.
(01:10:54)
People go and serve in the IDF and then come back to the United States or the United Kingdom, and they’re not stigmatized for participating in apartheid policies or participating in a genocide. How am I supposed to feel as a Palestinian knowing that this guy right next to me participated in murdering my relatives in Gaza and has open rein to say what he wants to say or do what he wants to do? And so we haven’t seen the other side of that as well, but I’d recommend to anyone that’s talking about pro-Palestine protests to actually go see one. If you go to the protests, you listen to what’s being said, and you don’t just capture them, you got 400,000 people. You’re going to find four stupid people at a protest of 400,000 people because the protest scene is always messy.
(01:11:47)
But I think that this is a sign of the outrage and the anger and the frustration that many students have about being silenced. Again, in the media, in academic settings, professors are losing their jobs. Students are having their faces put on trucks, being doxed, these shady watch lists that get put out. I’m on a few of them as well and I just don’t care anymore. But you got these shady watch lists. People are losing their jobs at law firms. They’re losing all of their future opportunities, young Palestinian students, because of something that they tweeted that’s being taken out of context 10 years ago when they were 17 years old. It’s ridiculous. And so I think that we have to listen to the overwhelming majority of voices of people that are demonstrating for justice, not demonstrating against anyone, but demonstrating for people.
(01:12:50)
Again, there’s a large pronounced Jewish presence at every single pro-Palestine March. In fact, if you look at the organizations, the groups that have taken over Capitol Hill and train stations, it’s been, If Not Now, Not In Our Name, Never Again Means For Anyone. It’s been Jewish groups, many Jewish anti-occupation groups that have been at the forefronts. And I think that that’s where we have to pay attention to the beauty of how diverse this movement for a free Palestine has actually been.
Lex Fridman
(01:13:25)
So the average sentiment is anti- occupation, not anti-Semitic?
Omar Suleiman
(01:13:33)
It’s incredibly lazy to say that anti-Zionism or that anti-occupation is anti-Semitic. First and foremost, the Palestinians are a Semitic people. That’s number one. Number two, look, I’m proud of my community. My community has stood against anti-Semitism in this country. The Muslim community has been at the forefront of condemning anti-Semitism. We have stood in front of synagogues. We have stood with the Jewish community when the Jewish community is attacked. This is about occupation. This is a story of a colonial entity that has driven us out of our homes and has done so in such a way that has forced us to try to be the voice of a people that are being exterminated overseas right now. This is not an anti-Semitic movement. This is a pro-freedom movement.
Lex Fridman
(01:14:28)
Do you think the protests ever go too far?
Omar Suleiman
(01:14:31)
The protest scene is a messy scene, and so again, you’re going to have sometimes that odd speaker or people get carried away in their emotions. And yes, sometimes people chant things or do things that are contrary to the protests. It’s pretty unfair when you judge the entire protest movement by some of these incidents that have happened at protests, and you don’t pay attention to what they’re protesting about in the first place, which is a genocide. Right now, everything is secondary to ending a genocide that is ongoing. In the course of this discussion, it’s not an exaggeration to say that at least 30, 40 people would’ve been killed just over the last few hours because we’re averaging 135 to 150 a day. So everything else is secondary to that. This is where we all need to be right now as people of conscience. How do we stop this? Because every single day is deeply costly.
Lex Fridman
(01:15:27)
Do you think there has been a rise of anti-Semitism and anti-Muslim hate in the US?
Omar Suleiman
(01:15:33)
Yeah, I think that’s factual. Look, anti-Semitism is always to be condemned. It’s wrong. It’s something that as a Muslim community and as people of conscience, we have always taken a stand against. Jewish people should not be attacked for being Jewish people here or anywhere else. Synagogues should be protected, and if a person is attacked for being Jewish, we will be the first to go and to stand with them and to reject that attack on them. And there has been, as I said, an inspiring pronounced Jewish presence in the movement to end the occupation. And so we’re being morally consistent here.
(01:16:17)
As far as the rise in Islamophobia, it is felt. It’s under-reported, and it is part of the same framing that has led to the devastation of our people overseas. So there’s a rise in Islamophobia. There’s a rise in anti-Semitism. There’s a rise in hatred. All of that is true, but there’s also an ongoing genocide, and that should be our priority right now to end.

Benjamin Netanyahu

Lex Fridman
(01:16:42)
I think we spoke last time, about a year ago, how has your view on Benjamin Netanyahu evolved over time?
Omar Suleiman
(01:16:53)
Benjamin Netanyahu has committed himself to the erasure of Palestinian people and Palestinian symbols and Palestinian land. From the very beginning of his political career, this is who he has been. We just haven’t been listening to him. He campaigned on bigotry and racism and on the promise that there would never be a Palestinian state. He campaigned on the promise that Gaza would be wiped out. He campaigned by saying, “The Arabs are rushing to the polls. We need to make sure that they don’t infect our policy.” He has always been this person. This has always been his policy. He has always indicated that genocide and ethnic cleansing is where he wants to go. So he’s simply manifesting what his message has always been, and anyone that ignores that is being disingenuous.
(01:17:50)
You can find statements from Benjamin Netanyahu in the ’80s, ’90s, 2000s. You can find him talking about this prior to October 7th and after October 7th. He’s definitely doing this now to save his political career. I think he wants to drive this as long as he possibly can because he knows that his days in office are numbered. But let’s also ask ourselves, why is it that Benjamin Netanyahu was able to rise to power in the first place? There’s something deeply troubling about the fact that his messaging ever resonated and what the prospects are for peace if Benjamin Netanyahu is able to rise with such pronounced hateful messaging.
Lex Fridman
(01:18:32)
So the claim that security of Israel is the primary concern is, you’re saying, a dishonest claim?
Omar Suleiman
(01:18:42)
I think he’s trying to secure his seat in office. He knows his days are numbered. This is not about Israel. This isn’t about the hostages for him. This isn’t about anything but Benjamin Netanyahu, he is a narcissist. He’s a tyrant. He is despised around the world, and I think even amongst Israelis, I think there’s a deep hatred for him. I think the hostages’ families know that he doesn’t care about the families or about the hostages, that he’s driving a political agenda that doesn’t care about people, not Palestinian people or otherwise.
(01:19:19)
However, the problem of the occupation is not Benjamin Netanyahu. The problem of the occupation is the occupation. Yair Lapid was the progressive, moderate alternative, and he drove just as bigoted of an agenda against the Palestinian people as possible. So to the Palestinian that’s living in Gaza or the Palestinian in the West Bank, whoever whoever’s sitting in that seat has meant the exact same thing to them. But Benjamin Netanyahu is certainly, I think, the loudest bigot that we have seen in that seat.
Lex Fridman
(01:19:56)
Do you think Israel has the right to defend his borders?
Omar Suleiman
(01:20:00)
I think Israel has a responsibility to protect those that it occupies. I think you have to ask that question differently. Noura Erakat wrote a tremendous article on this from a legal perspective. When you talk about Israel defending itself, Israel is bound to occupation law. This is the problem all along. When John Kerry said, of course, “The US is great sometimes at issuing inconsequential statements that Israel has to choose whether or not it wants to be a Jewish or a Democratic state, but it can’t be both.” Israel wants to occupy and deny, and at the same time not be held to the standards of being an occupier, but be treated as if it’s some normal state.
(01:20:48)
Those borders were drawn across occupied land and have been expanding into Palestinian territory, and people have been thrown out of their homes systematically and transgressed upon, even in the places that they fled to, which is Gaza. So when you talk about Israel having a right to defend itself, you should be talking about Israel’s duty to protect everyone under its occupation. Either lift the occupation or protect everyone under your occupation. Where are your borders? What is your responsibility? Who are you protecting? And I think that it speaks to the fact that Israeli policy considers Palestinians to be animals. They say as much and they do as much.
(01:21:31)
I’ve spoken about James Baldwin and James Baldwin talked about this pious silence surrounding Israel that we’re supposed to pretend like it’s just another state and ignore how it came into being and what it functions as. And I think that pious silence has to be broken. I remember John Stewart when he had the Daily Show several years ago, and he talked about this policy of, ” We have to defend ourselves.” And if someone was attacking your home, what would you do?
(01:22:05)
And the response was, “Well, why are you forcing people into a closet?” So you force people into this desperate situation. You drive them out of their homes, claim their homes, and then say that you’re defending yourself against them. The default is that an occupied people have a right to defend themselves. The occupier is obligated to those that they occupy.
Lex Fridman
(01:22:30)
Can you speak to this term “occupation” in Gaza? Because the people that say it is not an occupation say that Israeli troops have been pulled out from there before October 7th for many years. And to you, it still is a de facto occupation.
Omar Suleiman
(01:22:51)
Israel doesn’t get to set the terms and then define them. It is an occupation according to any international legal standard. Israel controls the movement of everyone in Gaza. It controls the air and the seas. It controls the ability to import or export. The people that live in Gaza and the people that live in the West Bank, the Palestinians have had their identity stolen from them. So there’s the freedom of movement. There is the freedom of thriving. There is self-determination. All of that has been stolen from the people of Gaza. There’s no airport in Gaza, that was destroyed by Israel as well. It is an occupation at every level and by any meaningful legal determination.

Houthi rebel attacks

Lex Fridman
(01:23:44)
What do you think about Yemen’s Houthi rebels attacking Israel in response to October 7th and then the United States and the UK initiating bombing of multiple targets in Yemen in response to that?
Omar Suleiman
(01:24:00)
Yeah. I think that it’s clear that the United States cares more about its shipping lanes than it does about Palestinian lives, and that actually has proved it. Look, I do not support the Houthis as Houthis or their policies in general, but if you look at what has transpired and what they have said, they’re attacking these ships in response to the occupation or in response to the genocide and saying that they will continue to do so, to stop business as usual until a ceasefire is reached. They have not killed anyone. They have seized ships. They have blocked the lanes, but they have said that if a ceasefire happens, they will cease their activity.
(01:24:48)
So instead of the United States trying to get a ceasefire through, the United States decided, let’s go bomb Yemen too. Let’s spend more money on weapons and killing innocent people, which shows you exactly where our policy always leads itself to, unfortunately. So I think that most reasonable people would say that the problem is not with Yemeni rebels attacking ships. The problem is with Israel attacking innocent Palestinian lives.

Hostages

Lex Fridman
(01:25:21)
You mentioned paying respects to the legacy of EBJ, Eddie Bernice Johnson, and remembering Palestinian child prisoners. Can you explain?
Omar Suleiman
(01:25:33)
So Congresswoman Eddie Bernice Johnson was one of the few co-sponsors of a bill that has been on the floor of Congress for years, initially sponsored by Congresswoman Betty McCollum to penalize Israel for its detention of child prisoners. Thousands of children arbitrarily detained, put in military courts, solitary confinement, and yes, sexual violence that’s been documented by human rights organizations against them, and there have been no repercussions. So I want you to think about this, just the thought of conditioning aid to Israel so that it doesn’t indiscriminately bomb entire populations has not been able to find any home in mainstream American politics. For years. Just trying to stop Israel from picking up children and throwing them into military prisons where they disappear for decades at times, has not found any thrust in mainstream American politics. Whereas any resolution that is pro-Israel will make it past both chambers relatively quickly.
(01:26:48)
When people talk about Israeli hostages and then talk about Palestinian prisoners, there’s already a problem with that framing. First of all, 2. 2 million people in Gaza are hostages. Every Palestinian that live…
Omar Suleiman
(01:27:00)
Two million people in Gaza are hostages. Every Palestinian that lives under occupation is a hostage. But all of those prisoners that have been picked up, women, children, innocent people with absolutely no process of making sure that they’re treated right, or given fair trials, or even given a communication line with their families, or with any government to help them, is absolutely criminal. All of those prisoners are also hostages. When you already propose this idea that there are Israeli hostages and Palestinian prisoners, you’re already implying that one group is complicit in their own devastation, whereas another group has had devastation visited upon them entirely out of their own doing. So it’s important for people to learn about children prisoners who are indeed hostages to an apartheid system.
(01:28:05)
Even what happened during that four-day truce, which all of us hoped would be extended and become permanent, where 150 Palestinian prisoners were released, Israel just went and picked up another 135 in the West Bank and threw them in prisons. That’s what I mean when I say you’re not addressing the root of the problem. The root of the problem is the occupation. The root of the problem is the apartheid. The root of the problem is the desperation that then drives the creation of all sorts of circumstances that will only further lead to the devastation of everyone, right? If you don’t solve that problem. At the root of that problem is the dehumanization of the Palestinian, because no one is raising alarms for those Palestinian hostages in Israeli military prisons. No one is putting up their pictures, and no one is talking about who they are, and their human stories, and the violence that’s been wreaked against them at every level.
(01:29:06)
If you don’t solve not just the root of occupation, but also the dehumanization that drives the occupation, which is unfortunately so pervasive right now in the discourse, then you’re going to continue to have this gap in how the world sees the plight of the Palestinians and how, unfortunately, the American public sees the problem of the Palestinians.
Lex Fridman
(01:29:29)
And to you, big peace agreements of the like of Abraham Accords should include Palestine.
Omar Suleiman
(01:29:37)
Abraham Accords is nothing but an agreement in which you slap the name of Abraham on arms deals. In exchange for countries being able to undertake their own unholy pursuits, they use one of the holiest names in history and continue to erase the main victims of this atrocity. So the Abraham Accords are an insult to humanity, an insult to the Palestinians, an insult to the name of Abraham.
Lex Fridman
(01:30:10)
But do you think something like that, agreements of that nature, of that scale, could be made that include the Palestinian people and that would actually make progress?
Omar Suleiman
(01:30:22)
If they’re honest to the plight of the Palestinians. If they are honest to the roots of the problem, absolutely. Look, again, peace is sought, but peace cannot be used to silence. The entire peace process has been hung over the Palestinians all of these years while settlements continue to expand and their situation only continue to get worse. Is Israel really going to remove the 700,000, 800,000 settlers and suddenly change its tune on a two-state solution? Benjamin Netanyahu is saying right now, and he’s speaking to, unfortunately, what is clearly a majority of the Israeli public, that there will never be a Palestinian state. So these peace talks cannot be used to suffocate all of the work of justice and bringing Israel to accountability. The world has to act when they see apartheid. The world has to act when they see occupation. If the world fails to bring Israel to a place of accountability, then a few countries that have their own agendas cannot put forth anything meaningful for the victims of Israel, being the Palestinian people.

MLK Jr and Malcolm X

Lex Fridman
(01:31:41)
There’s a lot of questions I want to ask you about the nature of resistance and what is the proper way to resist. What is the practical, pragmatic, effective ways of resisting. One example that is often brought up is the difference between MLK and Malcolm X. One emphasized nonviolent resistance, the other emphasized any-means-necessary resistance. Which do you side with in general, and in this particular case of what has happened over the past 100-plus days?
Omar Suleiman
(01:32:18)
In general, that framing relies on a sanitization of Dr. Martin Luther King, Jr., and a vilification of Malcolm X, that a lot of people do put forth and present as two polar opposites in how they approached the plight of Black people in America and resisting racism here in America. When I taught a course at Southern Methodist University on MLK, and Malcolm X, and Islam, and the Civil Rights Movement, what I’d often do is I’d give my students a set of quotes. I would say, “Assign this to Malcolm or Martin.” and they’d always get it wrong, right? You can find quotes from MLK in Breaking the Silence, and especially when he took a stand against the Vietnam War, that sound so radical when you compare them to the image of MLK. And Malcolm is, of course, turned into this militant, angry Muslim who just wanted violence and was seeking chaos here in the United States.
(01:33:22)
So let’s be clear about something here, that Malcolm never himself was part of any violence. Malcolm never did anything violent. Malcolm found it hypocritical to commit the oppressed people to nonviolence while not restraining the oppressor from its violence. I agree with Malcolm. It is absolutely hypocritical to focus your attention and your energy on the oppressed people, and committing them to nonviolence, while not directing your attention to the oppressor. When you have such asymmetry, when you have a clear aggressor and aggressed upon, you have a clear colonial entity and a clear colonized people, you focus your energy on restraining the colonial power. You focus your energy on restraining the oppressor, not the oppressed. That was Malcolm’s point, and it’s clear in his messaging throughout his religious growth, because, of course, Malcolm did evolve as a person. But Malcolm found it deeply hypocritical to commit the oppressed to nonviolence.
(01:34:26)
Malcolm also had a deep understanding of the way that brutality here, state violence in the United States was connected to its state violence abroad and American imperialism as a whole. Malcolm was the first to speak on Vietnam, the first major African American leader to speak on Vietnam. Martin followed. Malcolm also went to Gaza in 1964. 1964, went to Khan Yunis, which is now under heavy bombardment, and Malcolm penned an essay on Zionism, and connected Zionism to American imperialism and the broader implications of America’s foreign policy. So Martin and Malcolm, if you look at them in the capacity of what’s happening right now, where I would say you can find something that is deeply profound, James Cone wrote a book called Malcolm & Martin: Dreams and Nightmares. He wrote something profound to the effect that Martin tried to liberate white people from their own racism, whereas Malcolm tried to liberate Black people from the effects of that racism on them. They both played a deeply important role.
(01:35:42)
Self-determination is crucial to maintain the fuel of a movement. I think one of the things that probably deeply frustrates those that have sought the erasure of Palestine is that Palestinian consciousness has only continued to grow after 75 years. Palestinians in diaspora and Palestinians within occupied territory all are deeply rooted in their Palestinian identity and existence, and they’re not going away.
(01:36:14)
So I think that that’s where the function is important of this, whereas those that are complicit in the oppression need to be liberated from their own oppression and liberated from what they’re participating in. Most Americans that I talk to, that have absolutely no idea about what’s going on, when they come to hear just a few stories of the plight of the Palestinian people, and the types of brutality that we have encountered, wake up to this and say, “Oh, my God. This is what my tax dollars go to? This is what I’m a part of?” Right? So we have to liberate people across the board from being oppressors or from being oppressed.
Lex Fridman
(01:36:55)
What do you think about the seeming fact the majority of Palestinians support the October 7th attacks?
Omar Suleiman
(01:37:03)
You have to see their world through their eyes. You can’t try to see their world through your eyes. If you live under occupation, you’re routinely harassed at Israeli checkpoints. The occupation is expanding into your territory. You’re meeting families regularly that have been thrown out of their homes and that are looking for a new place in this shrinking territory. You deal with routine airstrikes. You have no way to get out. You have no way to grow. You don’t even have a passport. Your education is subpar. Your standards of living are lower than the rest of the world. And all you hear from the other side, which dominates the discourse and dominates every element of your existence, are promises of complete erasure.
(01:37:59)
I mentioned 2023, 13,000 new settlement units being advanced. If that happened anywhere, right? Just think about what that means when you clear out a village or two, and it’s not that big of a territory, right? When you know that that’s happening, and when you have been subjected to that, anyone that claims to be supporting you or uplifting you from that state of misery is going to have sympathy. Whether you agree with their mission, or their methods, or not, it’s human. It is human that if anyone says that they are going to get you out of this misery, and inflict pain on those who have given you a life of pain, and promised you a future of pain, you’re going to have sympathy to that group whether you agree with them or not.
(01:38:54)
I think that the question also has to be asked, what about the Israeli public? Israel holds all of the power in that region, holds all of the power over that territory. Is able to dominate the expansion of its own territory and diminish any Palestinian territory. Is able to place restrictions whenever it wants on Palestinian movement, trying to get to their holy sites or otherwise. Whether it’s Masjid Al-Aqsa, or the Holy Sepulchre, or the Church of Nativity, right? The majority of the Israeli public, before October 7th, unfortunately, according to all polls, favors a nondemocratic regime, the end of a two-state solution, does not care about the plight of Palestinian people, the majority of the Israeli public. Why is that? And what does that mean for Palestinians, right? Especially now after this genocide, the vast majority of the Israeli public does not favor a ceasefire, right?
(01:39:56)
What are we supposed to do when we see mainstream media coming out of Israel, pop culture, TikTok videos that only speak to a greater desire to eliminate the Palestinian people, right? So anyone that says that they are going to support your plight, whether you agree with their mission or their methods, is going to resonate with that child that has grown up in those desperate circumstances. Bassem Youssef had an interview with Piers Morgan and he was talking about this. He literally gave it a human story. If you’re a child that’s grown up, you’ve lost limbs, your parents are dead, your friends are dead. You have been made a refugee two or three times already. You have no future in sight, and then someone comes to you and says, “I’m going to help you and I’m going to fight back on your behalf.” of course, it’s going to resonate. It’s human, right? So I think that it’s important for us to see the world through their eyes, rather than try to see the world through our eyes.
Lex Fridman
(01:41:04)
So as Malcolm X did, you’re calling for highlighting the asymmetry in violence and asymmetry in moral reasoning.
Omar Suleiman
(01:41:14)
Absolutely. It’s important. You’re not going to be able to solve this problem unless you’re able to do that. When Malcolm said that if you stick a knife nine inches into my back and pull it out six inches, that’s not progress. Progress is healing the wounds, and you’re not even willing to acknowledge that the knife is there yet. Those that don’t acknowledge what is determined now by any international human rights organization, even Israeli human rights organization, B’Tselem and others, to be apartheid, a state of apartheid and a state of occupation, and now an unfolding genocide, are not partners for peace.
Lex Fridman
(01:42:03)
It just hurts me to think how long it takes to heal. Even if the healing begins now, with the knife metaphor, it’s just going to be generations. Because people don’t forget when your father and mother were murdered, or somebody that you know in your family was killed. They don’t forget.
Omar Suleiman
(01:42:32)
Look, I think the point is that we have to come to terms with the fact that the trauma of the past does not justify the murder of the present, and the fear of the future does not justify the murder of the present. The urgency of the world right now should be entirely focused on ending this atrocity that, unfortunately, the world has become so complacent with. Again, prior to October 7th, the status quo was not acceptable, and there was no means in sight in the global arena to rein this in, to make Israel more accountable to stop this.
(01:43:20)
I do believe in the power of healing. I do believe in the power of growth. I do believe that we have seen ugly episodes of history before that have been rectified. I also believe in the heart of my people. I believe that the Palestinian people are people of resistance, they’re people of resilience, they’re people of courage. They’re people of benevolence and magnanimity, and they’re people who have been made to grow under the worst of circumstances. I don’t see, in the hearts of young Palestinians that have been tormented, I don’t see darkness. I see light. I see the ability to still laugh and find joy despite everything that’s happened. So I think that the urgency right now just has to be towards ensuring that they have a life, that they’re not being killed anymore.

Palestinian refugees

Lex Fridman
(01:44:22)
I was wondering if you can comment on a idea and notion that comes up often in conversations about this, of why can’t other nations in the region take in Palestinian refugees?
Omar Suleiman
(01:44:41)
I think that we have to tackle what’s implied by that at multiple levels, and I actually want to walk back. I was listening to Nikki Haley, when she said in one of her interviews, “Why is it that you think no one wants to take the Palestinians in?” She had this deeply disturbing laugh to it. Or Ben Shapiro, when he said, “Israelis like to build and Arabs like to bomb crap and live in their sewage.” Or, “Why is it that no one wants to govern the Palestinians?” suggesting that Palestinians are ungovernable and not fit to bring into your countries, and that’s why they’re being turned away.
(01:45:27)
You know who else faced that bigotry? Jews trying to escape the Holocaust. 1939, 300,000 Germans applied for refuge here in the United States. I think only about 10,000 were allowed in, and we also turned away ships of Jews that were seeking refuge here in the United States, on what basis? That they were national security threats and could not be trusted. They could not be taken in. That’s the same bigotry that’s driving this, and I want you to think about it from that perspective. How deeply offensive that is when you have millions of Palestinians in diaspora. Where have Palestinians caused trouble where they’ve gone? Everywhere Palestinians are, they have overcome significant hurdles to become scientists, and doctors, and to grow themselves, and to grow the places that they’re in. Where have Palestinians that have been displaced all over the world caused issues for people, right? It’s both racist and factually incorrect.
(01:46:39)
That’s not the right question that should be asked. The question that should be asked are, why are these people driven from their homes? Not, why won’t other people around them open their homes to them? So I’ll just share with you that, even on a personal level, it’s really interesting, because sometimes on Twitter or wherever it is, it’ll be like, “Go back home.” Right? “Why don’t you go back home?” And I’m sitting there thinking to myself like, “Sure. My parents were driven from their homes. Yeah, sure. I was born in this country as a consequence of bad policy.” Now, I embrace my complicated identity in that regard, and I hope to be productive as an American, but I am a Palestinian. And Palestinians in diaspora that have been fortunate enough to have the ability to build and to overcome circumstances should not be an excuse for eliminating the Palestinians that remain in their homes under that torment. So this bigotry is not new, unfortunately. Its manifestation is ugly, and we have to push back on it whenever it shows itself, no matter who it’s being spoken about.
Lex Fridman
(01:47:58)
How difficult has it been for people in Gaza to flee?
Omar Suleiman
(01:48:03)
I mean, they’re blockaded from all directions. There is nowhere for people in Gaza to go. They cannot get out, and the reality is that they don’t want to leave. They do not want to leave. The Palestinian people want to live in their land, in their homes, and to continue to produce an extension of the beautiful culture and legacy that was handed to them. They don’t want to leave. In fact, those that have fled for whatever reason, or have been able to get out for medical treatment, or because they have some sort of citizenship in other countries, all they’re talking about is going back and rebuilding. You can’t bomb Palestine out of our hearts. You cannot starve Palestine out of our hearts. I think that’s a critical mistake that Israel is making. It thinks that if it destroys Gaza enough, if it wipes out all the buildings, that people will never want to come back. But we don’t want to go anywhere, as a Palestinian people, in a way that would remove us from our homes.
Lex Fridman
(01:49:17)
The Palestinian people are proud people.
Omar Suleiman
(01:49:20)
Yeah, you’ve met a lot of them, right? When you sat with Mohammed El-Kurd, or people in East Jerusalem, what those people have been subjected to, the harassment. Think about the tenacity and the character that it takes to still try to walk back into your home after an intruder has been brought in by the state, that’s sitting in your living room, that is pushing you around, and you’re saying, “I’m not leaving my home.” This is literally what’s been happening in East Jerusalem, and we’re not going anywhere. I think those of us that are in diaspora, Palestine is not leaving our hearts, and those of us that are still there are not leaving their land. The world has to make the occupier more accountable, not tell the occupied how to cope.
Lex Fridman
(01:50:12)
Do you ever imagine that if your family did not flee and you were now living, say in Gaza, what you would be doing?
Omar Suleiman
(01:50:25)
I think about what could’ve been all the time. I actually mentioned this in the first D.C. protest, that I remember getting a news notification just prior to October, with my name in it. I always get these notifications, right, if my name has been mentioned in an article. So, “Oh, your name has been mentioned in an article.” and it was a 16-year-old Omar Suleiman who was murdered in the West Bank. He literally had my name. I held up his picture and I realized that could’ve been me. So I think of why God chose me to not be there, and hopefully Him choosing all of us that are not there to be for those that are still there, to be their voices. I’m grateful and I’m also in pain. I’m grateful for the opportunity to be able to speak on their behalf, but I’m also guilty that they have to bear the brunt of this evil hatred that unfortunately displaced our parents in the first place.
Lex Fridman
(01:51:43)
You mentioned that Palestinians invoke the plight of Indigenous people like Native Americans. What works and doesn’t work about this analogy?
Omar Suleiman
(01:51:53)
I think that there’s a powerful connection between the Palestinian people and the Indigenous in this land and in other places that have been wronged. We are living here in the United States on stolen lands that is drenched in the blood of the Natives, and that was built upon with the blood, sweat, and labor of enslaved Africans that were brought from overseas. It’s a great evil that we have to reckon with constantly, so I think that’s the power of solidarity. If you look in Canada and you look in places like Australia, there has been a refocus on the crimes against the Indigenous of those places.
(01:52:37)
I think that what makes the Palestinian plight deeply painful, and maybe where the analogy even doesn’t do justice, is that from the river to the sea is less than 500 times what the United States is in terms of land. It’s not that big of a piece of land. The original lie was, “A land without a people for a people without a land.” The problem was that there were people on that land that were forcibly removed. So I think that the sheer size, right? We’re talking about a tiny piece of land, and a lot of people that were removed forcibly from their land, and that continue to be brutalized under those miserable conditions.

Mohammad and Jesus

Lex Fridman
(01:53:32)
Why is Palestine a special place, a holy land?
Omar Suleiman
(01:53:40)
It’s the land of prophets. It is a land that holds deep significance, obviously to Jews, Christians, and Muslims. It’s the land of Abraham, peace be upon him. It is the land that has such a rich history to it that connects multiple peoples in multiple ways. It’s precious. I think that history, while it tells the story of tragedy and struggle over that piece of land, also tells a beautiful story of sanctity.
Lex Fridman
(01:54:12)
You mention Abraham, prophets. Prophet Muhammad is deeply venerated in Islam, obviously, but other prophets are as well, Jesus being one of them. What are the similarities and differences in the teachings from these two prophets?
Omar Suleiman
(01:54:33)
Well, Islam refers to this idea of submission to one God and attaining peace in the process. And refers to the way of life that prophets have all come with, which is this idea of monotheism, and serving that one God in the way that he commands you to serve him. So to us, as it says in the Quran that we do not distinguish between the prophets, all of the prophets came with one message, one mission. There’s a coherence in the creed. There is a beauty in the foundation of what would become the legislation of each of those prophets, and we see them all as siblings in prophethood.
(01:55:20)
So we say, “Abraham, peace be upon him.” We say, “Jesus, peace be upon him.” We say, “Moses, peace be upon him.” We say, “Muhammad, peace be upon him.” We believe that Moses came to confirm what came from Abraham. Jesus came to confirm what came from Moses. Muhammad came to confirm what came from Jesus. They upheld the same message. God did not change over time, nor did the centrality of his message of monotheism change over time, and so to us, it’s one beautiful house. There’s a saying from the prophet Muhammad, peace be upon him, where he describes the house of prophethood, each prophet being a brick, and him simply being the last brick of a beautiful house. And so we love the prophets of God and we believe that they-
Omar Suleiman
(01:56:00)
And so we love the prophets of God and we believe that they each came with the legislation that was necessary for the time, but with the same message.
Lex Fridman
(01:56:11)
So the message is fundamentally the same. Is there a difference in emphasis, for example, the emphasis on love with Jesus?
Omar Suleiman
(01:56:19)
Yeah. It’s like when you talk about MLK and Malcolm to an extent, except there was actually some difference, right, between MLK and Malcolm. I just think that the difference is exaggerated between them. But I don’t think that Moses didn’t emphasize love, but Jesus emphasized love. And then Muhammad didn’t emphasize love, peace be upon them all. I think that they each emphasized the same attributes and names of God and ways of knowing God. But there were, of course, changes within legislation, changes within the divine law, but the divine spirit remained the same. And so I don’t see them as being counter to each other, nor do I see that any prophet betrayed the message that came before them. I think they’re all part of the same beautiful message that we have to be at harmony with our creator and that we turn towards him for our guidance, and that when we do so, we establish a greater existence here on earth. And so I think that that’s something that’s consistent throughout the message of all the prophets.
Lex Fridman
(01:57:31)
You have been longtime friends with and had amazing conversations with people of other faiths, Christian, Jewish. How has the events of October 7th and the days after affected this in the United States? Your ability to have interfaith conversations, connections, relationships, friendships.
Omar Suleiman
(01:57:57)
Complicated. Very complicated. And it’s not just Muslims and Jews, it’s also Christian Zionists. Christian Zionism is at the root of the problem, in my opinion, especially when we talk about what drives America’s unshakable, unconditional commitment to Israel. It’s devastating, I think, to Palestinian Christians in particular when Israel can bomb some of the oldest churches of Christianity in Gaza and kill Palestinian Christians, and Palestinian Christians are barred from going to the Holy Sepulcher or to their places of worship in Bethlehem or Jerusalem, and Christians here in the United States turn their back on them.
(01:58:43)
I think that it is particularly outrageous. So it’s complicated. Look, I expect more from people in the face of a genocide. We don’t have to agree on all the particulars, but we can agree that what is happening is morally outrageous. And so I think that I’ve had a few people that have reached out and said, “I want to say something, but I can’t.” And I’ve had to respond with, that’s not good enough. So I think that we have a problem, and instead of focusing on that problem, I’d like to focus on the more morally consistent voices across faiths that have risen to the moment rather than those that have failed.
Lex Fridman
(01:59:32)
So you wish more rabbis would be able to have a conversation like we’re having today and also not allow it to be seen as them turning their back on their religion?
Omar Suleiman
(01:59:46)
Rabbis, pastors, again, it’s not just Jewish leadership; it’s also Christian leadership. I think that it’s important for those that have claimed to be allies in the fight against Islamophobia, to see that you cannot be opposed to Islamophobia while also extending anti-Palestinian bigotry.
Lex Fridman
(02:00:09)
Yeah, one of the things since we last spoke, I’ve gotten to meet a lot of Palestinian Christians, including in West Bank, and that was fascinating. And those are beautiful people.
Omar Suleiman
(02:00:20)
I think people should watch Reverend Munther Isaac’s sermon on Christmas, Jesus in the Rubble. It was deeply profound. I had a chance to speak to Mitri Raheb from the Lutheran Church there as well. No, they’re devastated. It was eyeopening to many people here when Justin Amash, who was a Republican congressman, right, Palestinian Christian, Republican congressman, posted about his own family dying in one of the church bombings. So it’s strange, strange times. And I think that it shows that the philosophy of hate that drives this terrible policy is secular at it’s root and not religious.
Lex Fridman
(02:01:10)
One of the criticisms of Islam points to specific verses of the Quran and the criticism being that it is not a religion of peace. Can you speak to that?
Omar Suleiman
(02:01:25)
So objectively speaking, if you were to take the verses of the Quran about violence and compare them just from a purely percentage-based comparison to the New Testament and the Old Testament, you would find less verses about war in the Quran than the Old Testament or the New Testament. And there are plenty of studies to speak to that. Deeper than that, contextualizing the birth of Islam, the revelation of the Quran, which was over 23 years in response to deep persecution of the Prophet Muhammad, peace be upon him, makes it very clear that none of those verses are what they’ve been made out to be. If Muslims believed that they had to kill people wherever they are, mankind would not exist. There are two billion of us, right? If we believe that we were called by the Quran to hurt people and to kill people simply for being non-believers, right, it would not make for a sustainable world.
(02:02:26)
So Islam is not violent. And I think that the history of Muslims also bears witness to that. The history of Islam is a history of contribution, is a history of building, is a history of medicine, and science, and math. And of course, Muslims have sometimes fallen short of Islamic standards in the past and in the present. But if you look at the overall history of Islam and the history of the Muslim community, that’s not the case. And when you look at the present Muslim community around the world, Muslims do not account for a greater proportion of violence than other faith communities. And again, the word terrorist is a functionless and meaningless word, because, to me, it’s no less violent if it’s commanded by a head of state or by a government than by a non-state actor. So Muslims do not account for a greater portion of violence now, nor have they accounted for a greater portion of violence in the past.
Lex Fridman
(02:03:34)
Why do you think these narratives have taken hold in present discourse, at least in the United States?
Omar Suleiman
(02:03:39)
Because they allow for greater violence against the Muslim community domestically and abroad. The United States has launched wars against primarily Muslim countries, right? And has a particularly violent foreign policy towards the Muslim world. And the Muslim community here in the United States has dealt with, unfortunately, multiple aggressive iterations of programs of suppression and surveillance under Republican and Democratic administrations. And so there’s a convenience to that Islamophobia. There’s a convenience to that framing of the Muslim community that also distracts from other forms of violence that are deeply pervasive and present, including the ones that are committed by the government itself.

Al-Aqsa Mosque

Lex Fridman
(02:04:25)
If it’s okay, you’ve mentioned al-Aqsa Mosque a couple of times. I would love it if you can describe why it is such an important place, a holy place for Muslims in general, but also for this particular crisis that we have been speaking about today.
Omar Suleiman
(02:04:45)
So Muslims honor the history of all of the prophets. So all of the prophets that have walked in that place, all of the prophets that have worshiped in that place, all of that makes it sacred. So it’s not separated from Muslims, from post-Muhammad, peace be upon him, versus prior to Muhammad, peace be upon him, in terms of the sanctity of that place. So we honor it. And Masjid al-Aqsa in particular is the place where the Prophet Muhammad, peace be upon him, leads the other prophets in prayer in the night of what’s known as Al-Isra’ wal-Mi’raj, the night journey of the Prophet, peace be upon him, and then he ascends to the heavens and back. And it’s also the first Qibla, which is the first place of direction of prayer for us. So before Muslims faced Mecca and prayer, for the first half of Islam, they actually faced towards Jerusalem in their prayer.
(02:05:41)
It was our direction of prayer, and it remained a fundamental part of our faith, fundamental holy sanctuary. There are three sanctuaries in Islam, Mecca, Medina, and Jerusalem, and Masjid al-Aqsa is precious to us. And so you can imagine then the pain of watching innocent Palestinian worshipers being stomped on by Israeli soldiers or skunk water being sprayed on people as they’re trying to walk in, or tear gassing taking place in the nights of Ramadan in that place.
(02:06:15)
The restrictions on people that live right next to it and that cannot pray in it due to the certain classification of Palestinian that they’ve been given or the age, because, generally speaking, if you’re younger, you’re not allowed to go to Masjid al- Aqsa, even if you live within the occupied territories. So it’s tough to watch such a sacred place with such an ugly occupation. But I’ll also say this, that the sanctity of a human being, the sanctity of just one person is greater than the sanctity of any place of worship to us. So the sanctity of one individual in Gaza or one individual in Jerusalem is greater to us than the sanctity of a place of worship. But it is all certainly interconnected.
Lex Fridman
(02:07:01)
That’s a really powerful idea. The value of a human being is greater than even the al-Aqsa Mosque. That’s a foundational idea for Islam.
Omar Suleiman
(02:07:14)
The Prophet Muhammad, peace be upon him, says to the Ka’bah itself that the value of a believer’s dignity and honor is greater than the value of the structure itself. And so when I see a person in Gaza aggressed upon, when I see one [foreign language 02:07:36], when I see one child, that’s greater to me than even al-Aqsa. But al-Aqsa is at the heart of who we are as well. And it’s certainly at the heart of the Palestinian cause. It’s a place of prophets, and it’s a place that should be treated prophetically.
Lex Fridman
(02:07:57)
You mentioned to me that since October 7th, a lot of young people in the United States and in general have been showing interest in Islam. First of all, can you explain what you’ve been seeing and experiencing in terms of that trend?
Omar Suleiman
(02:08:12)
Yeah, we have Quran TikTok trends where you had a few people that went on camera and said, “I’m reading the Quran for the first time.” And I think that that’s the beauty of the faith of the people of Gaza, the beauty of their resilience. When you’re looking at these people living what’s hell on earth, but they’re seeking paradise outside, and they’re able to still be inspired towards words of faith, and determination, and certainty, you’re like, what is their secret? What are they reading? What are they on that allows them to still face this brutality with such grace, right?
(02:08:51)
I mean, they’re not shouting profanities. They’re not shouting words of emptiness or despair, but rather they are pouring out their hearts that are full of faith for the world to see. And I think that a lot of people have seen that and said, what is that? And so we’ve had multiple people come to the mosque. I’ve never seen more people become Muslim in my life, but not just that, but gain an appreciation for Islam. Like, what type of an engineering is there that allows for people to have that type of faith? So people are opening the Quran for the first time. People are asking questions about Islam in a way that shows that they’re inspired, even though they’re heartbroken by what they’re seeing.
Lex Fridman
(02:09:41)
What’s a good way to get introduced to Islam, the faith, the spiritual experience of it?
Omar Suleiman
(02:09:49)
Well, I think, look, you go to our websites, you go to whyislam.org, you come to Yaqeen’s website, yaqeeninstitute.org, you go to multiple Islamic websites to get those questions answered. But there’s nothing like going to a mosque. There’s nothing like actually going to a mosque, and meeting Muslims, and asking questions. And I tell people, you have to step out of your comfort zone and go there and let your world be complicated a bit, experience it, listen to the sermon, meet people from different backgrounds, and ask questions. Muslims love to be asked, by the way, about their faith because they’re so sick of hearing other people talk about it. So Muslims love to be asked about their faith. Palestinians love to be asked about Palestine because they’re so sick of other people talking about it. So ask questions, and you will have them answered. But there’s nothing like a physical connection. There’s nothing like a human connection. So definitely try to reach out to your local Islamic organizations and meet people.
Lex Fridman
(02:10:57)
How difficult is it to convert to Islam?
Omar Suleiman
(02:11:01)
It takes 20 seconds, man.
Lex Fridman
(02:11:07)
Okay. [inaudible 02:11:07] Simple enough.
Omar Suleiman
(02:11:11)
There’s no pool, there’s no baptism. I often joke with people, I’m like, all right, we got the pool in the back. We’re going to do the baptism now. It’s literally testifying to the oneness of God and testifying that Muhammad is his final messenger. And so that’s called the Shahada. And when you testify to the oneness of God and to the Prophet Muhammad, peace be upon him, being his final prophet, you are accepting what’s known as the six articles of faith. Six articles of faith are belief in one God, belief in the angels, belief in the messengers. So you can’t be a Muslim without believing in Jesus, or Moses, or Abraham, or Muhammad to believe in the messages that God has spoken to humanity through divine revelation. The Quran being the last revelation to believe in the day of Judgment and to believe in divine decree and predestination.
(02:12:10)
So those are six articles of faith. So when you testify to the oneness of God and to the Prophet Muhammad, peace be upon him, being the final messenger. That’s called the Shahada. You embrace the package of those articles of faith. That’s the implication. Then you learn the prayers, learn to fast in Ramadan. You give what’s known as Zakat, the mandatory charity, 2.5% of your retained earnings, and Hajj, which is the pilgrimage to Mecca, if you can. So that’s the growth part, the journey. Once a person takes the testimony, they then grow. It’s really interesting because we always have those people that convert to Islam, like a week before Ramadan or even a day before Ramadan. So you’re Muslim and you got to fast the next day, and that’s always a challenging experience for people, but a fulfilling experience for many people when they embrace Islam at that point. And again, I mean, it’s simple. And I think that the beauty of Islam to many people is in its simplicity, one God, one humanity, one body of prophets, and one community.

Ramadan

Lex Fridman
(02:13:22)
Because for you as a Palestinian-American this year, the Ramadan perhaps would be especially difficult spiritually. What are you anticipating? What do you think is the difference this year?
Omar Suleiman
(02:13:50)
I hope and pray that we have a ceasefire before Ramadan. I hope that at that point we’re rebuilding Gaza, talking about rebuilding Gaza, and helping people that have been damaged in so many different ways. I hope that Ramadan is turning a corner. Every Ramadan, the aggression against the Palestinian people seems to grow. So we’re usually dealing with last the 10 nights of Ramadan, and then the incursions on Masjid al-Aqsa, really sour it for the entire Muslim world because you’re watching worshipers being assaulted in one of the holiest places in the world. And at the same time, you’re trying to find your deep connection, your own deep, holy connection in Ramadan. This time we’re going in, and if this is still ongoing, we are dealing with a continued genocide. So I think that the mood has been somber in the community. The mood has been different from anything I’ve ever seen before. So I anticipate this Ramadan would be different from anything we’ve ever seen before. I think the focus will continue to be on Gaza, and on either stopping the aggression on Gaza, or beginning the rebuilding of Gaza.
Lex Fridman
(02:15:12)
So a general heaviness permeates just your prayers and your thoughts throughout this?
Omar Suleiman
(02:15:18)
Yeah, I mean, look, every sermon I’ve given since October 7th has had to have some inclusion of this because it’s what’s on everyone’s hearts and minds. We also have people in our communities that have lost 20, 30, 40 people in our midst. It’s not the same. If we start to have refugees or people that escape for medical treatment or that are able to get out through Egypt and join their families. It’s becoming more real, right? It’s becoming more personal for people. So I think that Ramadan will surround both in terms of messaging as well as community, the pain of the moment with a prayer for hope and healing.
Lex Fridman
(02:16:08)
Not to put you on the spot, but in your sermons, in your private life, what is the passage in the Quran that is one you find yourself returning to often?
Omar Suleiman
(02:16:23)
The part of the Quran, I get asked this question, that resonates with me most usually has to do with what is heaviest for me at the moment. There is a verse in the chapter of Mary, a part of the verse, [foreign language 02:16:42]. Your Lord does not forget. Your Lord does not forget. And so, as you see what’s transpiring right now, our hope is not in creation, our hope is in our Creator. And our hope is not in this life, our hope is in the afterlife. And so that verse deeply resonates because I think that many of us often wonder how are they going to build? How are they going to get past this? And we know that God has a way of restoring everything. God will restore everything, if not in this life, then in the next.
Lex Fridman
(02:17:27)
So there’s an eternal flame of hope that burns there.
Omar Suleiman
(02:17:33)
Yeah, and the people of Gaza have it. The people of Gaza have it. You can be more easily deluded by this material world if you’re hostage to it. But the people of Gaza have never been deluded by the material world because they never really had it. They’ve always been attached to a greater idea, to a greater place. And so it is part of the secret ingredient that they have, that they believe in something greater than this. And so you can’t survive hell on earth unless you believe in paradise outside of it.

Hope for the future

Lex Fridman
(02:18:15)
When you look far into the future, 20, 30, 40 years from now, we’re doing another podcast, and 80s and 90-years-old, what do you hope to see in the Middle East? What do you hope to see change in the Middle East and the United States as a people, as a set of policies, cultures, nations?
Omar Suleiman
(02:18:42)
I think that the nation-state model and nationalism are becoming so unsustainable just with the growth of refugee populations, desperate refugee populations. The rise of, unfortunately, fanaticism and fascism in different parts of the world, climate, and all that that presents to us in terms of displacement. We’re going to have to figure out how to function as a world rather than as nations and states. We’re going to have to figure out how to not see everyone outside of our borders as threats and people that are different from us within our borders as threats. We’re going to have to start seeing people as people. And so my hope would be that we would have made people uncomfortable enough to transcend some of the barriers in their hearts and some of the barriers that we have in the world that don’t allow us to see other people as people. And then that drives horrific policies towards people that are so distant from us.
Lex Fridman
(02:20:02)
You have been fearless in walking through the fire. What gives you strength psychologically to keep going, to speak out, but just also maintain an optimism and a hope for the future?
Omar Suleiman
(02:20:17)
I don’t believe that anyone gives me success or causes me failure without the permission of God. I don’t seek fuel from anyone else. I don’t seek hope from anyone else. I believe in a creator that has a greater plan, and I want to be a greater part of that plan. And I’m inspired by the resilience of the people of Gaza. I’m inspired by the resilience of my parents, and our grandparents, and Palestinians around the world that have refused to succumb to their erasure, that have refused to give up. And so we have both the energy that we need and we have the examples that we need. The energy is from above. The examples are all around us.
Lex Fridman
(02:21:09)
Well, Omar Imam, this is a huge honor to once again speak with you. And I just want to say thank you, not just for this, but for many private notes you have sent me of kindness, and support, and love through some of the low points, as silly as they are for me personally. So it’s just great to be able to call you a friend and to be able to have you in my corner. I’m forever grateful to you for that.
Omar Suleiman
(02:21:42)
I appreciate it. Thank you so much, man.
Lex Fridman
(02:21:44)
And thank you for talking today. Thanks for listening to this conversation with Omar Suleiman. To support this podcast, please check out our sponsors in the description. And now let me leave you some words from Dr. Martin Luther King Jr. “We shall overcome because the arc of the moral universe is long, but it bends towards justice.” Thank you for listening, and hope to see you next time.

Transcript for Ben Shapiro vs Destiny Debate: Politics, Jan 6, Israel, Ukraine & Wokeism | Lex Fridman Podcast #410

This is a transcript of Lex Fridman Podcast #410 with Ben Shapiro vs Destiny Debate.
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Table of Contents

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Introduction

Destiny
(00:00:00)
Something has to happen with Iran. There has to be some diplomatic bilateral communication there.
Ben Shapiro
(00:00:04)
No. What has to happen is the containment of Iran.
Destiny
(00:00:06)
History moves in one direction.
Ben Shapiro
(00:00:07)
Why?
Destiny
(00:00:09)
Because of time.
Ben Shapiro
(00:00:10)
Communism, Nazism, all of that was a regression from what was happening at, for example, the beginning of the 19th century into the 20th century.
Destiny
(00:00:16)
In what way?
Ben Shapiro
(00:00:17)
Do you think that today Donald Trump knows that he lost the election?
Destiny
(00:00:20)
Absolutely.
Ben Shapiro
(00:00:21)
I don’t.
Destiny
(00:00:22)
This is one of the areas where we get into this, I don’t understand if there’s brain-breaking happening or what’s going on. I don’t know what world we can ever live in where we say that Trump is less divisive for the country than Biden.
Ben Shapiro
(00:00:33)
Joe Biden literally used the Occupational Safety and Hazard Administration to try to cram down vax mandates on 80 million Americans. That’s insane.
Destiny
(00:00:41)
What about supercalifragilisticexpialidocious?
Ben Shapiro
(00:00:43)
What about pneumonoultramicroscopicsilicovolcanoconiosis?
Destiny
(00:00:45)
Yeah, or the science terms.
Ben Shapiro
(00:00:45)
Yeah, exactly.
Destiny
(00:00:46)
Or what about the 7,000 letter thing that’s from part of a biochem.
Lex Fridman
(00:00:49)
I got my education in the Soviet Union. So we just did math. We didn’t run any of this.
Ben Shapiro
(00:00:53)
That’s why you’re a useful person.
Lex Fridman
(00:00:54)
Does body count matter? The following is a debate between Ben Shapiro and Destiny. Each arguably representing the right and left of American politics respectively. They are two of the most influential and skilled political debaters in the world. This debate has been a long time coming for many years. It’s about 2.5 hours and we could have easily gone for many more. And I’m sure we will. It is only round one. This is the Lex Fridman Podcast to support it. Please check out our sponsors in the description. And now, dear friends, here’s Ben Shapiro and Destiny.

Liberalism vs Conservatism


(00:01:36)
Ben, you’re conservative. Destiny, you’re a liberal. Can you each describe what key values underpin your philosophy on politics and maybe life in the context of this left to right political spectrum? You want to go first?
Destiny
(00:01:50)
Yeah. So I think that we have a huge country full of a lot of people, a lot of individual talents, capabilities, and I think that the goal of government, broadly speaking, should be to try to ensure that everybody is able to achieve as much as possible. So on a liberal level, that usually means some people might need a little bit of a boost when it comes to things like education. They might need a little bit of a boost when it comes to providing certain necessities like housing or food or clothing. But broadly speaking, I mean, I’m still a liberal, not a communist or a socialist. I don’t believe in the total command economy, total communist takeover of all of the economy, but I think that broadly speaking, the government should kick in and help people when they need it.
Lex Fridman
(00:02:32)
And that government can and should be big?
Destiny
(00:02:34)
Not necessarily. I noticed that when liberals talk about government, especially taxes, it seems like they talk about it for taxes sake or bigness sake. So people talk about taxes sometimes as like a punishment, like tax the rich. I think taxing the rich is fine insofar as it funds the programs that we want to fund. But Democrats have a really big problem demonizing success or wealth. And I don’t think that’s a bad thing. I don’t think it’s a bad thing to be wealthy, to be a billionaire or whatever, as long as we’re funding what we need to fund.
Lex Fridman
(00:03:03)
Ben, what do you think it means to be a conservative? What’s the philosophy that underlies your political view?
Ben Shapiro
(00:03:07)
So first of all, I’m glad that Destiny, you’re already coming out as a Republican. That’s exciting. I mean, we hold a lot in common in terms of the basic idea that people ought to have as much opportunity as possible and also insofar as the government should do the minimum amount necessary to interfere in people’s lives in order to pursue certain functions, particularly at the local level.

(00:03:33)
So a lot of governmental discussions on a pragmatic level end up being discussions about where government ought to be involved, but also at what level government ought to be involved. And I have an incredibly subsidiary view of government. I think that local governments, because you have higher levels of homogeneity and consent are capable of doing more things. And as you abstract up the chain, it becomes more and more impractical and more and more divisive to do more things.

(00:03:59)
In my view, government is basically there to preserve certain key liberties. Those key liberties pre-exist the government insofar as they’re more important than what priorities the government has. The job of government is to maintain, for example, national defense, protection of property rights, protection of religious freedom. These are the key focuses of government as generally expressed in the Bill of Rights and the Constitution. And I agree with the general philosophy of the Bill of Rights and the Constitution.

(00:04:31)
Now, that doesn’t mean by the way, that you can’t do more on a governmental level again as you get closer to the ground, which by the way is also embedded in the Constitution. People forget the Constitution was originally applied to the federal government, not to local and state government. But if I were going to define conservatism, it would actually be a little broader than that because I think to understand how people interact with government, you have to go to core values.

(00:04:50)
And so for me, there are a couple of premises. One, human beings have a nature. That nature is neither good nor bad. We have aspects of goodness and we have aspects of badness. Human beings are sinful. We have temptations. What that means is that we have to be careful not to incentivize the bad and that we should incentivize the good. Human beings do have agency and are capable of making decisions in the vast majority of circumstances. And it’s better for society if we act as though they do.

(00:05:17)
Second, the basic idea of human nature. There is an idea in my view that all human beings have equal value before the law. I’m a religious person, so I’d say equal value before God. But I think that’s also sort of a key tenet of Western civilization being non-religious or religious, that every individual has equivalent value in sort of cosmic terms.

(00:05:36)
But that does not necessarily mean that every person is equally equipped to do everything equally well. And so it is not the job of government to rectify every imbalance of life. The quest for cosmic justice, as Thomas Sowell suggests, is something that government is generally incapable of doing, and more often than not, botches and makes things worse. So those are a few key tenets and that tends to materialize in a variety of ways. The easiest way to sum that up would the traditional kind of three legs of the conservative stool, although now obviously there’s a very fragmented conservative movement in the United States would be a socially conservative view in which family is the chief institution of society, like the little platoons of society as Edmund Burke suggested, in which free markets and property rights are extraordinarily valuable and necessary because every individual has the ability to be creative with their property and to freely alienate that property.

(00:06:34)
Finally, I tend toward a hawkish foreign policy that suggests that the world is not filled with wonderful people who all agree with us and think like us. And those people will pursue adversarial interests if we do not protect our own interests.
Destiny
(00:06:46)
Can I ask a question on that? I’m so curious.
Lex Fridman
(00:06:47)
Okay.

Education

Destiny
(00:06:49)
I’m excited for this conversation because I consider you to be really intelligent, but I feel like sometimes there are ways that conservatives talk about certain issues that seem to defy logic and reason, I guess. And I’m sure you feel the same way about… Well, I feel the same way about progressives, but even some liberals for sure. Before I ask this question, it’s going to relate to education. We can agree broadly speaking that statistics are real and that not everybody could do everything. So for a grounded example, my life was pretty bad. I got into streaming and I turned my life around and that was really cool. But I can’t expect everybody to do what I did. Right? Like everybody being able to join the NBA or to be like a streamer.
Ben Shapiro
(00:07:27)
Of course, everybody has different qualities. Sure.
Destiny
(00:07:29)
Okay. So I used to be a lot more libertarian when I was 20, 21. And one of the things that dramatically changed my view on government, manipulation of things in the, I guess, in society when it came time to deal with my son and the school that he went to. And one of the things that I noticed was when time to send my son to school, I could either do private education or I could do public.

(00:07:51)
Personally, I did 12 years of Catholic private education. However, the public schools in Nebraska, depending on where you lived, were very, very, very good. I opted for a certain district, I bought a house there, I moved there, and then my son was able to go to those schools. And he’s been going through those schools and the difference of availability of technology, these kids are taking home iPads in first grade. They’ve got huge computer labs and everything. Do you think that there is some type of, I don’t want to say injustice or unfairness because not even looking at it that way, just pragmatically that there might be children that are in certain schools that if they just had better funding or more access to technologies or things available to them, that those kids would become more productive members of society that would like a little bit of a help that they could actually achieve more and do better for all of society?
Ben Shapiro
(00:08:39)
So I think that on the list of priorities when it comes to education, the availability of technology is actually fairly low on the list of priorities.
Destiny
(00:08:46)
Sure. The two things I’ve heard are food availability, and I think air conditioning I think are the two biggest ones that I hear, but sure.
Ben Shapiro
(00:08:51)
Well, I mean the biggest thing in terms of education itself, not just the physical facilities that we’re talking about, would actually be two parent family households.
Destiny
(00:08:59)
Sure.
Ben Shapiro
(00:09:00)
Communities that have fathers in them. It’s actually the number one decisive according to Roland Friar and many studies done on this particular topic. And the idea that money alone, that investment of resources is the top priority in schooling is belied by the fact that LAUSD, which is where I went to school when I was younger, they pour an enormous amount of money into LAUSD. We’re talking about tens of thousands of dollars very often per student, and it does not result in better schooling outcomes.

(00:09:25)
So when you say, if we could give every kid an iPad, would you give every kid an iPad? The question is not, if I had a replicator machine from Star Trek, would I give everybody an enormous amount of stuff? Sure, I would. Every resource is fine. It every resource is limited, and you have to prioritize what are the outcomes that you seek in terms of the means with which you are seeking them.

(00:09:47)
And so, again, I think that the question is… I quibble with the premise of the question, which is that, again, the chief injustice when it comes to education on the list of injustices is lack of availability to technology or that it’s a funding problem. I just don’t think that’s the case.
Destiny
(00:10:02)
Sure. And I can half agree with you there, but I don’t think any amount of changes in the schools will create two parent households. We can’t bring a-
Ben Shapiro
(00:10:10)
I totally agree with you. That’s why I think that the fundamental educational problem is not in fact a schooling problem. I think that it preexist that.
Destiny
(00:10:17)
Sure. Now, I feel like this is kind of the conservative merry-go-round where it’s like, what can we do to help with schools? So two of the things that I’ve seen I think that are usually brought up in research is one is air conditioning that children in hotter environments just don’t learn as well. And then the second one is access to food. So kids that are given a breakfast or a lunch that’s provided at school increases educational outcomes.

(00:10:38)
Now, I agree that neither of these things might be determinative in, well, 20% of kids were graduating and now 80% of kids are graduating. Or these kids are all going with their GEDs into the workforce, and now these kids are all suddenly becoming engineers. But in terms of where we can help, do you think there should be some minimum threshold or minimum baseline of… At the very least, every school should have a non-leaky gym or every school should have… If children can’t afford lunch or breakfast like some sort of food provided or every school should have these baseline things?
Ben Shapiro
(00:11:07)
So again, I’m going to quibble with the premise of the question because I think that when it comes to, for example, food insecurity, school food programs… Again, you can always pour money into any program and at the margins create change. I mean, there’s no doubt that pouring money onto anything will create change in a marginal way. The question is how large is the margin and how big is the movement? So the delta is what I’m looking at.

(00:11:28)
I think that you’re starting at a second order question, which is what if we ignore what I would think are the big primary questions of education, namely family structure, value of education at home. How much you have parents who are capable or willing to help with homework? What are the incentive structures we can set up for a society that actually facilitate that? How local communities take ownership of their schools is a big one, right?

(00:11:48)
All of these issues we’re ignoring in favor of, say, “Air conditioning or lunch programs.” And so in a vacuum, if you say air conditioning and lunch programs sounds great in a vacuum. In terms of prioritization of values and cost structure, are those the things that I think are going to move the needle in a major way in terms of public policy? I do not. And in fact, I think that many of them end up being disproportionate wastes of money. I’ve talked before pretty controversially about the fact that an enormous amount of school lunch programs are thrown out.

(00:12:17)
An enormous amount of that food ends up in the garbage can. Is there a better way to do that? If there is a better way to do it, then I’m perfectly willing to hear about that better way to do it. But it seems to me that one of the big flaws in the way that many people of the left approach government is what if we hit every gnat with a hammer? And my question is, what if the gnat isn’t even the problem? What if there is a much bigger substructure problem that needs to be solved in order to… If you’re shifting deck chairs on the Titanic, sure, you can make the Titanic slightly more balanced because the deck chairs are slightly better oriented. But the real question is the water that’s gaping into the Titanic, right?
Destiny
(00:12:50)
Yeah. And I agree with you 100%, but again, I feel like we’re on the conservative merry-go-round then of never wanting to address-
Ben Shapiro
(00:12:57)
That’s not a conservative merry-go-round. I can give you 10 ways.
Destiny
(00:12:59)
Well, sure. So here would be the merry-go-round. I would say that there is a minimum funding for schools that I think would help children, and then we go, “Well, the thing that would help them the most is two parent household.” Then they go, “Okay. Well, two parent households actually aren’t the problem. The issue is access to things like birth controls that people don’t have children early on.” And it’s like, “But the issue isn’t actually birth control, the issue is actually you need a certain amount of money to move out early and to get married and then to have a two-parent household.” So it’s actually like economic opportunity.
Ben Shapiro
(00:13:21)
No.
Destiny
(00:13:22)
Well, it’s not…
Ben Shapiro
(00:13:23)
Just two parent households. That’s it.
Destiny
(00:13:24)
But what are the pre-cursor-
Ben Shapiro
(00:13:26)
Don’t fuck people before you’re married and have babies.
Destiny
(00:13:27)
Sure.
Ben Shapiro
(00:13:27)
Done.
Destiny
(00:13:28)
That’s great. We can say that and try to fight against however many hundreds of thousands of years of human evolution, but people will have sex and people will make babies.
Ben Shapiro
(00:13:34)
And then they used to get married. The vast majority of people in this country with kids used to be married. The vast majority of people with kids in this country now are not married increasingly.
Destiny
(00:13:44)
But a lot of those-
Ben Shapiro
(00:13:44)
It’s obviously a societal change. Something changed. It wasn’t human evolution.
Destiny
(00:13:46)
But a lot of those things in terms of resting on whether or not people get married, have to do with financial decisions. Do you have the money?
Ben Shapiro
(00:13:52)
People are worse off now than they were 50, 60 years ago when the marriage rates were higher.
Destiny
(00:13:54)
People are delaying the start of their careers because education is going to be increasingly important.
Ben Shapiro
(00:13:58)
So in other words, people are richer now and they have more education now, and yet they’re having more babies out of wedlock now because they’re richer and have more education?
Destiny
(00:14:05)
I’m saying that one of the biggest indicators for whether or not somebody is willing to get married is how much money both people are making if they can move out of their household. People don’t tend to want to get married at 22 when they’ve just finished college, when they don’t have the money to move out and they can’t afford a house.
Ben Shapiro
(00:14:16)
Because we have changed the moral status of marriage in the culture. Meaning that everyone poor, rich and in between used to get married. By the way, a huge percentage of marriages in the United States used to be what they would call shotgun marriages, meaning that somebody knocked somebody up and because they did not want the baby to be born outside of a two-parent household, they would then get married.
Destiny
(00:14:32)
Do we think that shotgun marriages though are a way to bring back equilibrium to education?
Ben Shapiro
(00:14:37)
Yes, absolutely. Yes, 100%. A child deserves a mother and a father because that is the basis for all of this, including education.
Destiny
(00:14:44)
Do we think that shotgun marriages are… Well, let’s say this. Do we think that that’s a reasonable direction that society would ever take? Or is this-
Ben Shapiro
(00:14:51)
Yes. It was the reasonable direction for nearly all of modern history
Destiny
(00:14:53)
Was, but history moves in one direction.
Ben Shapiro
(00:14:55)
Why?
Destiny
(00:14:56)
Because of time.
Ben Shapiro
(00:14:57)
People don’t think that’s… In what ways?
Destiny
(00:15:00)
I don’t think we’ve ever regressed social standards back to like, “Oh, well, let’s go a hundred years back and do things that used to exist before.”
Ben Shapiro
(00:15:06)
The entire left right now is arguing that we regressed social standards by rejecting Roe v. Wade. So that’s obviously not true.
Destiny
(00:15:11)
The Roe v. Wade is not a social standard. It’s a supreme court ruling, number one. But number two, if you read the actual majority opinion on Roe v. Wade, we can see that socially we ever actually never made huge progress on how society viewed abortion. This has always been an incredibly divisive thing. Even that was, I think, part of Alitos writing on it was that things like gay marriage, for instance, we’ve kind of moved past, and it’s not really as debated anymore, but abortion was never a subtle topic despite Rove v. Wade.
Ben Shapiro
(00:15:33)
The notion of the the arc of history constantly moves in one direction is belied by nearly all of the 20th century.
Destiny
(00:15:39)
What do we mean by that? [inaudible 00:15:42] women’s rights? Civil rights?
Ben Shapiro
(00:15:42)
Barbarism, communism, Nazism, all of that was a regression from what was happening at, for example, the beginning of the 19th century and the 20th century.
Destiny
(00:15:49)
In what way?
Ben Shapiro
(00:15:51)
Nazis and communism weren’t a regression from what was going on in 1905?
Destiny
(00:15:54)
Well, in terms of communism being a regression, for instance… I’m not Not a communist, but the industrialization of the Soviet Union happened under communist society, the industrialization-
Ben Shapiro
(00:16:03)
Except murder of tens of millions of people.
Destiny
(00:16:04)
Yeah. There’s-
Ben Shapiro
(00:16:07)
I consider that regression, a moral regression, which is what we are talking about now, moral regression. And you’re suggesting that moral regression, I wouldn’t term. I would term return two traditional values a moral regression. You would. But your suggestion is that history only moves in one direction, and I’m suggesting that history does not only move in one direction, it tends to move actually back and forth.
Destiny
(00:16:22)
Sure. I don’t think that all of history moves in one direction. There are going to be wars, there are going to be times of peace. I think in general, we’re more peaceful now than we have been in the past, but I think when we look at the way that people live their lives, I think that we tend to move in a certain direction socially. So when it comes to things like racism or when it comes to things like slavery or women’s rights, I think that there are two huge things that probably aren’t changing in the US and one is access to contraception and one is women working jobs.

(00:16:45)
I think that these two things are probably huge things that are moving us off of shotgun marriages or getting married very early on, and I don’t see… Do you think that those two things are going to change fundamentally?
Ben Shapiro
(00:16:54)
First of all, what the data tend to show is that actually more highly educated people, as you are saying, tend to get married more. So the idea is that women getting an education somehow throws them off marriage. It’s the opposite. Usually it’s women who are not educated-
Destiny
(00:17:06)
But those women aren’t getting shotgun marriages. Those women aren’t having children.
Ben Shapiro
(00:17:09)
But now you’re shifting the topic. My topic was how to get more people married. And then you suggested that higher levels of education are delaying marriage and making it less probable. What I’m telling you, because this is what the data suggests, is that actually as you raise up the educational ladder, people tend to be married more than they are lower down on the educational ladder. If you’re a high school graduate, you’re less likely to be married than if you’re a postdoc.
Destiny
(00:17:33)
I agree with you, but that’s because one of the biggest precursors to getting married is having a level of economic stability. So as people get more educated, they obtain this economic stability and then they’re in a more comfortable position to explore more serious relationships.
Ben Shapiro
(00:17:43)
There’s another confound there. I mean, the confound is that people in stable marriages tend to be the children of stable marriages, and there’s only one way to break that cycle, which is to create a stable marriage, and that is something that is in everyone’s hands. Again, this notion that it is somehow an unbreakable, unshatterable barrier to get married and have kids, I don’t understand where this is coming from. Why is that such a challenge? It’s not a challenge.
Destiny
(00:18:03)
I don’t it’s unbreakable or unshatterable. The initial point was for school, if we can provide a minimum level of educational stuff for children, that’d probably be good. But when we retreat back to, well, it has to be the families that are fixed first, fixing families is a multivariate problem that so many [inaudible 00:18:19]
Ben Shapiro
(00:18:19)
I’m fine within my local community. Again, I’ve suggested that there’s a difference between local community and federal. I’m fine with my local community voting for school lunches or air conditioning or whatever it is that we all agreed to do. Because the more local you get, the more homogeneity you get in terms of interest and the more interest you have in your neighbors. All of that is fine. I’m part of a very, very solid community. In our community, we give to each other. We have minimum standards of helping one another.

(00:18:41)
All that is wonderful. When it comes to the actual problem of education, what I object to in the political sphere, and this happens all the time, is everybody is arguing on top of the iceberg about how we can move the needle 0.5 percentage points as opposed to the entire iceberg melting beneath them. And we just ignore that and we pretend that that’s just sort of the natural consequence of thing. The arc of history suggests that people are never going to get married again.

(00:19:04)
Well, I mean, actually what the arc of history suggests realistically speaking is that the people who are not getting married are not going to be having kids. And what it also suggests, the people who are married are going to be having kids. So the demographic profile actually over time is rather going to shift toward people who are having lots and lots of kids. I’m married, I have four kids. Everyone in my community is married. That’s like minimum buy-in my community is four kids.

(00:19:24)
So what’s happening actually in terms of demographics is that the people who are more religious and getting married are having more kids. And so if you’re talking about the arc of history shifting toward marriage, I would suggest that actually demographically over time, long periods of time, not over one generation, over long periods of time, the only cure for low birth rate is going to be the people who get married and have lots of kids.
Destiny
(00:19:42)
I don’t necessarily disagree with any of that, but I’m just saying that, again, on the… I know you’re upset when I bring up the term merry-go-round. I think that there are good conversations to be had about people getting married because stable families produce stable children that are less likely to commit crime, that are more likely to go to school, that are more likely to be productive members of society, et cetera, et cetera.

(00:19:58)
I’m not going to disagree with you on any of that. All of that is true. It’s just frustrating that sometimes when you bring up any problem, all of it will circle back to other things that makes it seem like we can’t make any progress in any area without fixing something [inaudible 00:20:10]
Ben Shapiro
(00:20:10)
In what way? I literally just told you that on the local level, I’m fine for people voting for [inaudible 00:20:13]
Destiny
(00:20:13)
For instance, on the local level. So for school funding, school funding is done, I think generally per district. So what do you do when you have poor districts that can’t afford air conditioner for their schools?
Ben Shapiro
(00:20:23)
I mean, the idea there would be that presumably if the society, meaning the state, and I generally don’t mean the federal state. I mean the state of California, for example, decides that everybody ought to have air conditioning. People will vote for air conditioning, and that’s perfectly legal. I don’t think there’s anything morally objectionable about that per se.
Destiny
(00:20:40)
Cool.
Ben Shapiro
(00:20:40)
I also don’t think that that’s going to heal anything remotely like the central problem.
Destiny
(00:20:43)
Sure. I agree.
Ben Shapiro
(00:20:43)
And I think that what tends to happen in terms of government is people love arguing about the problems that can be solved by opening a wallet. And nobody likes to solve a problem by closing their sex life to one person, for example, or having kids within a stable religious community. The things that actually build society… I’m fine with arguing about each of these policies and whether we apply them or not is a matter generally of pragmatism, not morality.

(00:21:10)
It’s a matter of incentive structures, not per se morality, because incentive structures do have moral underpinnings. There’s such a thing as… For example, if you’re going to use a welfare program, you have to decide how effective it is to what crowd. It applies where the cutoffs are. Does it disincentivize work, does it not? All of these are pragmatic concerns. But on a moral level, the generalized objection that I have to people on the left side of the aisle is that they like to focus… In these conversations very often it feels as though it’s a conversation with people who are drunk, searching under the lamp for their keys. The problems they want to look at are the problems that are solvable by government, and then all the problems they don’t want to look at, which are the actual giant monsters lurking in the dark and not particularly solvable by government are the ones they want to ignore and assume are just the natural state of things. And I don’t think that’s correct at all.
Destiny
(00:21:54)
And I 1 billion percent agree. But then obviously my criticism for the conservative side is the exact opposite where there are parts where government could remedy some issues. For instance, children having sex with each other and producing other children out of wedlock. Sometimes having afterschool programs is nice to prevent that. I didn’t have time for these things. When I was in school, I was doing football practice, I was doing cross country practice. I went in early for a band. I agree with you that sometimes people only focus on one end of the problem as I hate to be that guy, but as somebody that… Have you ever watched The Wire?
Ben Shapiro
(00:22:21)
Sure.
Destiny
(00:22:22)
I’m not going to cite The Wire as a real life example, but obviously there’s only so much you can do in a school when the children coming in are so beyond destroyed because of the family life and everything prior to them even getting to school that day. So I agree. Government is not like the solution to broken families. That would never be the case.
Ben Shapiro
(00:22:36)
And it’s actually not the solution to education depending on the kind of solutions that you’re talking about. Some solutions, yes. Some solutions, no.
Destiny
(00:22:43)
Yeah. The only thing I’m looking at is, as I said earlier, just these minimum threshold things where it’s like, where can government make… Because you mentioned marginal, which I think is a really good way to look at things. Marginal costs and marginal utility to things where the first thousand dollars per student you spend might give you a huge return, but the extra 20,000 after is just a waste.
Ben Shapiro
(00:22:59)
I think these are all pragmatic discussions.
Destiny
(00:23:00)
Sure, of course.
Ben Shapiro
(00:23:00)
And actually, this is what we used to hash out in legislatures before they turned into platforms for people grandstanding. But yes, sure.
Destiny
(00:23:05)
Okay.

Trump vs Biden

Lex Fridman
(00:23:06)
As we descend from the heavens of philosophical discussion of conservatism and liberalism, let’s go to the pragmatic muck of politics. Trump versus Biden. Between the two of them, who was in their first term, the better president? And thus who should win if the two of them are, in fact, our choices should win a second term in 2024. Ben?
Ben Shapiro
(00:23:30)
Sure. So in terms of actual job performance, you have to separate it into a few categories. In terms of actual performance informed policy, I think Trump’s foreign policy record is significantly better than Biden’s, the world being on fire right now, being a fairly good example of that. And we can get into each aspect of the world being on fire and where the incentive structures came from and how all of that happened in a moment.

(00:23:53)
When it comes to the economy, I think that Trump’s economic record was better than Biden’s. Doesn’t mean he didn’t overspend. He did. He wildly overspent. But he also had a very solid record of job creation. A huge percentage of the gains in the economy went to people on the lower end of the economic spectrum. Actually, the gross income to the average American was about $6,000 during his term. The unemployment rates were very, very low before COVID.

(00:24:18)
I think that you almost have to separate the Trump administration into sort of before COVID and during COVID, because COVID obviously is a black swan event, the most signal change in politics in our lifetime. And so governance during COVID is almost its own category, which we can discuss. But in terms of foreign policy, in terms of domestic policy, I think that Trump was significantly better than Biden has been. And that’s on the upside for Trump.

(00:24:40)
On the downside, for Biden, obviously you’re talking 40 or highs in inflation. You’re talking about savings being eaten away. You’re talking about everything being 20 to 30% more expensive. You’re talking about massive increases to the deficit, even at a rate that was unknown under Trump. The deficit under Trump raised by about a little under a trillion dollars every year up until 2020. Again, 2020 was COVID year, so everybody decided that we’re going to fire hose money at things.

(00:25:01)
But then Joe Biden continued to fire hose money at things in ’21, ’22, and ’23. That obviously is, in my opinion, bad economic policy. And then you get to the rhetoric, and you get to the stuff that Donald Trump says. As I’ve said before, my view is that on Donald Trump’s epitaph, on his gravestone, it will say, “Donald Trump. He’s said a lot of shit.” I think that Donald Trump does say a lot of things. I think that that is basically baked into the cake, which is why everyone who’s bewildered by the polls is ignoring human nature, which is at the beginning when you see something very shocking, it’s very shocking.

(00:25:33)
And then if you see it over and over and over, and over for years on end, it is no longer shocking. It’s just part of the background noise like tinnitus. It just becomes something that your brain adjusts for. And so do I like a lot of Donald Trump’s rhetoric? No, and I never have. Do I think that that is dispositive as to his presidency? No, I do not. When it comes to Biden, again, I think he’s underperforming economically. I think that his foreign policy has been really a problem.

(00:25:57)
Even the things I think he’s done right are, I think, band- aids for things that he created by doing wrong. And when it comes to his own rhetoric, you can argue that it’s grading on a curve because Trump was coming in with such wild rhetoric that just a maintenance of that wild rhetoric doesn’t really change again the baseline. For Biden, he came in the same way that Obama did on the soaring rhetoric of American unity.

(00:26:20)
Trump came in and he is like, “Listen, I’m the president for what I am, and I’m going to say the things I want to say. I’m beyond the toilet and I’m tweeting.” We’re like, “Okay, that’s what it is.” With Biden, he came in with, “I’m a president for all Americans. I’m trying to unify everybody.” And that pretty quickly broke down into a lot of oppositional language about his political opponents in particular, an attempt to lump in, for example, huge swaths of the conservative movement with the people who participated, for example, in January 6th, or who were fans of January 6th, and the sort of lumping in of everybody into MAGA Republicans who wasn’t personally signed on to an infrastructure bill with him.

(00:26:56)
That sort of stuff I think has been truly terrible. I thought his Philadelphia speech was truly terrible. And again, I think that you do have the problem of he is no longer capable of certainly rhetorically unifying the country when every speech from him feels like watching Nik Wallenda walk across a volcano on a tightrope. It really is like you’re just sort of waiting for him to fall.

(00:27:16)
I mean, it’s sad to say. I mean, the other day he was speaking for what was, in effect, his campaign kickoff, and this was in Valley Forge. I mean, Jill rushed up there. As soon as he was done, Jill rushed up there like she’d been shot out of a cannon to come and try and guide him away so he didn’t become the Shane Gillis Roomba. And that’s not really… Let’s put it this way. It does not quiet the soul to watch Joe Biden rhetorically. Again, that’s a different problem than Trump’s problem, but that’s my analysis.
Destiny
(00:27:47)
This is one of the areas where we get into this, I don’t understand if there’s brain-breaking happening or what’s going on. I don’t know what world we can ever live in where we say that Trump is less divisive for the country than Biden. I think it is so patently obvious. Trump is so divisive. Not only does Trump make an enemy out of every person in the opposition party, he makes an enemy out of his own party and every single person around him. We all watched him bully Jeff Sessions. We all watched him bully his own party on Twitter. We all watched all of these people walk away from him.

(00:28:18)
Even recently, I think the Secretary of Defense Esper and John Kelly, the chief of staff were saying, “I think Trump is a threat to democracy.” You’ve got all of his prior people that were around him, some of his closest allies. You’ve got Bill Barr that won’t co-sign a single thing that he says. You’ve got all these people that he used to work with that all say, “Trump is a horrible, evil person. He’s ineffective as a leader. He doesn’t accomplish anything.” And he didn’t.

(00:28:43)
To say that Biden has failed at bipartisanship when we’ve gotten the CHIPS Act, we’ve gotten the IRA, we’ve gotten the ARP, we’ve gotten the Bipartisan Infrastructure bill, when we’ve gotten all this major legislation that is working in this historically divided Congress as opposed to Trump that got us tax cuts and deficit spending. I don’t understand where we ever are in this world where Biden is somehow-
Destiny
(00:29:00)
I don’t understand where we ever are in this world where Biden is somehow more divisive than Trump. Even the speeches that Ben is bringing up, they always bring up… I remember that one. I think we might’ve even done it on our episode. The one speech that Biden gave where at one point that the background is red and probably-
Ben Shapiro
(00:29:17)
[inaudible 00:29:17] speech I referenced.
Destiny
(00:29:17)
… Yeah. And they’re like, “Oh my God, it’s over. This is the end.” And then meanwhile, you’ve got Donald Trump coming into office saying things like, “If you burn the flag, you should have your citizenship revoked” or talking about MSDNC, that I’m going to investigate every single one of these media organizations for corruptness. I’m going to open the libel and defamation laws. I’m going to take all of these guys to court. You’ve got this weird Project 2025 stuff where is it John Paschal, I think, is talking about we’re going to investigate all of these people and we’re going to try to throw crimes at all these people.

(00:29:48)
Trump is like the most divisive president I think we’ve ever had, at least in my lifetime of being an American citizen. And the rhetoric from him is just, it’s on a whole other level in terms of the demonization of political opponents. I mean, this is a guy that’s known for giving his political opponents bad nicknames, right? That’s what Trump does.

(00:30:08)
It’s funny, but even as a resident of Florida, if Florida had another natural disaster, do you think Trump would withhold aid because you had… I think that was one of the few nice things that DeSantis actually said about Biden was that like, “Hey, listen, when the buildings collapsed in I think was Miami Beach.”
Ben Shapiro
(00:30:24)
Surfside. Yeah.
Destiny
(00:30:24)
Yeah, that for the hurricane stuff, that Biden was there. He was saying, “If you guys need aid, however many billions, you can have it.” Meanwhile, Trump, I think, was threatening to withhold federal funding from blue states that wouldn’t… I think it had to do with the National Guard stuff, the deployment of the National Guard, that they weren’t doing enough for the riots and Trump was threatening to withhold aid from some of these blue states. Yeah, Trump is literally the most divisive person in the world. I don’t see how on any metric he has ever succeeding in the divisive category.

(00:30:52)
In terms of the economy. I do think it’s funny that Republicans are very keen to say that, “Well, we can’t really grade Trump post-COVID” because obviously, COVID messed everything up, which is fair. But pre-COVID, what did Trump do? He did deficit spending tax cuts. He presided over historical low interest rates and an economy that was already like blazing past the final years of Obama. We were posting all time highs in all the stock markets in 2013 onwards. Unemployment rates were falling. Now under Biden, unemployment rates are even lower than they were under Trump. But it sucks that for Trump, we can say, “Well, we can’t really hold him accountable for 2020. That was COVID.”

(00:31:25)
Well, all we have for Biden is post-COVID. We don’t have any pre-COVID Biden economy. And it was the same thing for Obama too, coming in right after the housing collapse as well. And it sucks that Republicans are able to walk out of office having burned the entire American society to the ground economically. And now, we’ve got to try to evaluate, “Okay, well, what did Obama do during his first two to three to four years just trying to recover from where the housing crash left it.” And then we look at Biden now who’s trying to recover from COVID and now we’re grading him on a totally different scale than what Trump is being graded on. Yeah, that sucks, I think. We can go into-
Lex Fridman
(00:31:58)
Can you comment on the foreign policy policy?
Destiny
(00:32:00)
On the foreign policy, I’m going to be honest, I am very liberal. I’m very not progressive. I’ll probably come off as more hawkish than others because I’m not a big fan of this, which also, I mean, if Ben agrees, I think people like Trump are going to be the most dovish, isolationist people ever. They don’t want to do anything internationally. They just want to protect America, be at home, protect our economy, don’t do anything internationally, which is why he was constantly undermining NATO and constantly attacking all of the European Union and cheering on the UK for Brexiting away from the EU.

(00:32:34)
I think that being said, I think that Biden has done a phenomenal job when it comes to foreign policy. I think that the coalition building was so important for Ukraine, Russia, and I’m so happy that he decided to go to our European allies and our NATO allies and try to build a coalition of people to help Ukraine, so that that wasn’t only the United States.

(00:32:53)
Personally, especially after doing a whole bunch of research, I do tend to side with Israel over Palestine in a lot of the Israeli-Palestinian conflicts. I’m glad that Biden, while remaining a staunch defender of Israel, is trying to rein in some of the more aggressive posturing towards the Palestinians and the Gaza Strip. I’m proud that Biden said, “Hey, listen, we are going to delay some of these attacks. Hey, listen, we are going to allow humanitarian aid here. Hey, listen, we are going to try to not kill as many Palestinian people down there” while still signaling that he would be a staunch supporter of Israel in the conflict, assuming the civilian casualties don’t go too high.

(00:33:29)
For foreign policy, I mean, blemishes, I mean, the biggest one you can give to Biden is Afghanistan and the pull-out there. But man, are we going to talk about the Inspector General report that says that one of the biggest reasons why the Afghanistan pull-out was so disastrous was because of the Doha Accords where Donald Trump headed talks that didn’t even include the Afghanistan army. I mean, these were disasters. When Biden took office, we had 2,500 troops left in Afghanistan. What was the options even afforded to Biden at that point?

(00:33:59)
Obviously, you’ve got the abandonment of the Kurds in Northern Syria for the Turkish armies to lay waste to. You’re talking about Iran and North Korea, although I’m not sure where Ben would land on those, but yeah, that’s a broadly [inaudible 00:34:11].
Lex Fridman
(00:34:11)
That’s a lot from both, right? You want to pick at something where you disagree with here?
Ben Shapiro
(00:34:14)
Well, I mean, there’s a lot. So I want to ask a few questions on each one of these.
Destiny
(00:34:19)
Yeah, sure.
Ben Shapiro
(00:34:20)
So let’s talk about divisiveness for a second. So there’s no one who can make the case that Donald Trump is not divisive. Yeah, of course, he’s incredibly divisive. It’s a given. Do you treat Biden’s rhetoric with the same level of seriousness that you treat Trump’s rhetoric, or I should probably put that the other way around. Should we treat Trump’s rhetoric with the same level of seriousness as Joe Biden or, say, Barack Obama’s rhetoric?
Destiny
(00:34:43)
I’m going to try to be concise when I say this. Broadly speaking, especially in studying Israel, Palestine and Ukraine, Russia, I try not to take politicians at their word because sometimes, they just say stuff to say stuff. I understand that. But broadly speaking, I’m going to look at the rhetoric and the actions and I am going to grade them the same. So yes, I would hold Biden and Trump to the same standard.
Ben Shapiro
(00:35:00)
Right, so my feeling is, and this is one area where for clarification, we’re going to have a division, is that I of course don’t treat Trump’s rhetoric in the same way that I treat Biden’s or Obama’s. He’s utterly uncalibrated and he says whatever he wants to at any given time and it doesn’t even match up with his policy very often.
Destiny
(00:35:14)
Can I ask you, for our head of state, our chief executive, shouldn’t rhetoric be arguably one of the most important things that he does?
Ben Shapiro
(00:35:23)
The answer would be yes. And now, I’ve been given a choice between a person who I think in calibrated ways says things that are divisive and a person who in uncalibrated ways says things that are divisive. And so the evidence that Joe Biden is divisive is every poll taken since essentially August of 2021. He is, by all available metrics, incredibly divisive. A huge percentage of Americans are deeply unhappy not only with his performance, but don’t believe he’s a uniter. That’s just the reality. And that may just be a reflection. I mean, honestly, we may be putting too much on Trump or Biden personally. It may just be that the American people themselves are rhetorically divided because of social media, and social media can, in fact, be assessable and [inaudible 00:36:02].
Destiny
(00:36:02)
One thing that I would ask you about that, though…
Ben Shapiro
(00:36:05)
Sure.
Destiny
(00:36:05)
… is I agree, especially when you look at the favorability, but sometimes, when I look at these polls, when you start to disaggregate them by party, I wonder if it’s actually is Biden historically divisive or I’m trying to think of a really polite way to say this. The people that like Trump worship Trump. I don’t know. One of the most prescient things that Trump could have probably ever said was that I could kill someone on Fifth Street and nobody would hold him accountable. So is it really that Biden’s historically divisive, or is it that every single Trump supporter will always say that Trump is great [inaudible 00:36:32].
Ben Shapiro
(00:36:31)
No, the reason I would say that Biden is, in fact, historically divisive is because Republicans felt much more strongly about Barack Obama than Joe Biden, actually.
Destiny
(00:36:40)
I agree. But they didn’t feel as strongly about Trump as they did about Romney or McCain. Right?
Ben Shapiro
(00:36:44)
In what way? I mean-
Destiny
(00:36:45)
The allegiance to Trump.
Ben Shapiro
(00:36:47)
… oh, no, there’s certainly more allegiance to Trump than there is to Romney or McCain, largely because Trump won in 2016. But beyond that, the point that I’m making is that if you’re looking at the stats in terms of divisiveness, Republicans always find the Democratic president divisive. The question is where the rest of the country is. And right now, there are a lot of Democrats who either don’t agree with Biden or find him divisive. There are a lot of independents who find them divisive.

(00:37:08)
So when we’re comparing these things, I don’t think they’re leagues apart in terms of the divisive effects of what they say, right? And I’m separating that off from the inherent content of what they say because obviously, what Trump says is more divisive just on the raw level. I mean, if he’s insulting people as opposed to Joe Biden doing MAGA Republicans, if I were to just… if I were an alien come down from space and look at these two statements, I’d say this one’s more divisive than this one. But then, there’s the reality of being a human being in the world and that is everyone has baked Donald Trump into the cake. And Joe Biden, again, started off with a patina of being non-divisive and now has emerged as divisive.

(00:37:42)
If you don’t mind, I actually want to get to the foreign policy questions because this one is actually slightly less interesting to me.
Destiny
(00:37:45)
Sure. Can I ask just one quick thing, I guess.
Ben Shapiro
(00:37:48)
[inaudible 00:37:48], go for it.
Destiny
(00:37:48)
We can say the reality of it and we can look at opinion polls. What if we look at legislative accomplishments? Like Biden is working on a 50-50 divided Senate. Donald Trump had both House of Congress and the Supreme Court and got no major legislation passed.
Ben Shapiro
(00:38:01)
Well, I mean, he did lose Congress in 2018.
Destiny
(00:38:05)
But prior to that, we got the Infrastructure bill, I think, in one year, which Trump promised for his entire presidency, didn’t get anywhere on it.
Ben Shapiro
(00:38:12)
I mean, yes, his Republican base was not in favor of mass spending on infrastructure and neither am I. So there’s that. I think that’s mostly a state and local issue.
Destiny
(00:38:18)
But they were in favor of mass spending for tax cuts?
Ben Shapiro
(00:38:21)
That’s not a spending. It-
Destiny
(00:38:21)
I mean, effectively it is, right?
Ben Shapiro
(00:38:24)
Effectively, it’s not.
Destiny
(00:38:25)
If you’re cutting tax receipts, but you’re not changing the level of spending like Biden did with the IRA.
Ben Shapiro
(00:38:30)
Again, we have a fundamental philosophical difference here. I think that when the government takes my money, that is not the government somehow being more fiscally responsible, and when the government allows me to keep my money, I don’t see that as the government spending. I see that as my money and the government is taking less of it.
Destiny
(00:38:45)
That’s great, but at the end of the day, the government is still going to be in a deficit spending and they’re going to have to borrow money from the Treasury.
Ben Shapiro
(00:38:49)
Right, we have a spending problem, in other words, not a receipts problem is the case that I’m making.
Destiny
(00:38:52)
Right.
Ben Shapiro
(00:38:52)
The problem with Donald Trump is not that he lowered taxes. The United States has one of the most progressive tax systems on the planet, and in fact, if you wish to have a European style social welfare state, what you actually need is to tax the middle class to death, the reality is that the top 20% of the American population pays literally all net taxes in the United States after state benefits and all of this.
Destiny
(00:39:09)
Sure.
Ben Shapiro
(00:39:09)
So if you actually wanted to have the kind of social welfare state that many liberals seem to want to have like Northern Europe, for example, you’d actually have to tax people who make 40, 50, $60,000.
Destiny
(00:39:19)
And I don’t want that. I agree with that, but how do you explain the lack of legislation, I mean, if he’s such a uniter.
Ben Shapiro
(00:39:24)
Because I think the Republican party itself is quite divided, and I think that Trump can-
Destiny
(00:39:27)
But isn’t that his job? He’s the head of the Republican Party. He’s the president, Republican President of the United States.
Ben Shapiro
(00:39:31)
I mean, again, I don’t think that Joe Biden has passed wildly historic legislation, other than-
Destiny
(00:39:36)
The infrastructure bill was the largest [inaudible 00:39:38].
Ben Shapiro
(00:39:38)
So here’s the problem. If you’re a Republican, the only bills that you can get consensus on tend to be bills that either… let’s be real about this, that are tax cuts because as you would, I think, agree with. When it comes to polling data, Americans constantly say they want to cut the government and then the minute you ask them which program, they have no idea what they’re…
Destiny
(00:39:57)
Right.
Ben Shapiro
(00:39:57)
… right, exactly. And so it’s much harder to come up with a bill to cut things than it is to come up with a bill to add things, which is why spending was out of control under Trump as well. But there are some Republicans who still don’t want to spend on those things, right? So inherently, the task that, this goes back to the first question, the task that Republicans think government is there to do is different than the task that Democrats think that government is there to do. So the way that the very metric of success for a Democratic president versus Republican president, namely, for example, pieces of legislation passed. As a Republican, one of my goals is to pass nearly no legislation because I don’t actually want the government involved in more areas of our life.

(00:40:32)
I want to ask a couple of questions on the foreign policy. Sure.
Destiny
(00:40:35)
Yeah. Okay, wait, real quick, just so for instance, Donald Trump wanted to punish China and he wanted to bring microprocessor manufacturing to the United States. Biden did that with legislation with the CHIPS Act. You talk about spending being out of control, and I mean, I can agree with that. I think anybody that looks at the numbers has to agree with that. But why not pass legislation like the Inflation Reduction Act, which is at least spending neutral, right? Why are there not bills where Donald Trump could take-
Ben Shapiro
(00:40:57)
Well, first of all, I think that whenever the government says something is spending neutral, it rarely materializes that way. That is not going to be a spending neutral bill. [inaudible 00:41:02].
Destiny
(00:41:01)
Sure, but there’s difference between at least they say it’s spending neutral versus this is a $500 billion bill over 10 years.
Ben Shapiro
(00:41:07)
Well, but again, I don’t see a tax cut as a matter of spending neutrality. The big problem is they keep spending, not that they are allowing me to keep the money that I earned and they did not earn, but [inaudible 00:41:16].
Destiny
(00:41:15)
Okay. So then just to understand, so if somebody just did massive reductions in tax receipts, so tax cut after tax cut after tax cut, but they didn’t change spending at all, you wouldn’t consider that an increase in deficit spending or out of control spending. You would just say they’re just tax cuts?
Ben Shapiro
(00:41:29)
No, the opposite. I would consider it a wild overspending, meaning-
Destiny
(00:41:34)
Okay. So then was it under Trump then when he did the tax [inaudible 00:41:36]?
Ben Shapiro
(00:41:36)
… I mean, the deficit spending, by the way, under Biden is way worse than it was under Trump.
Destiny
(00:41:39)
Of course, but we’re in post-COVID, right?
Ben Shapiro
(00:41:41)
COVID ended effectively… I mean, you live in Florida. COVID effectively ended in the state of Florida by the middle of 2021.
Destiny
(00:41:46)
Yeah [inaudible 00:41:47].
Ben Shapiro
(00:41:47)
Even if you’re a vaccine fan, by April, May of 2021, there was wide availability of vaccines, whether or not you like the vaccines, and at that point, we were done. [inaudible 00:41:55].
Destiny
(00:41:55)
I agree. But we’re in a post… how many trillions of dollars have been dumped in worldwide that are leading to inflation, right? The inflation is a worldwide issue right now because of the economy shutting down for a year or two. It’s not like those effects are gone in one year, right? COVID might be gone, but the after effects of all the stimulus spending and the unemployment and everything else.
Ben Shapiro
(00:42:11)
The definition of inflation is too much money chasing too few goods. So pouring more money on top of that makes for more inflation. That’s what it does.
Destiny
(00:42:17)
Sure. I agree. But there’s also the definition of when do you deficit spend is when economies are headed for recessions, right, rather than when economies are doing really well that we’re under Trump and he was deficit spending, whereas Biden can at least make the argument that I ought to be deficit spending because the economy is heading for potential recession.
Ben Shapiro
(00:42:31)
So here’s the thing. I don’t think that the economy was actually headed for a recession. In fact, if you look at the economics statistics-
Destiny
(00:42:37)
And every economist said it was.
Ben Shapiro
(00:42:38)
… no, [inaudible 00:42:39].
Destiny
(00:42:39)
They’re still saying that there’s a recession coming, right?
Ben Shapiro
(00:42:41)
But that was largely because of the after effects of inflation, meaning if you inflate the economy, what you are going to end up doing is bursting a bubble and then when that bubble bursts, you’ll get a recession. I mean, that was the basic idea, right? The idea, the question was whether you’re going to get a soft landing. But if you actually look at, for example, the employment statistics or the economic growth statistics in the United States, what they look like under the last year’s Obama and then Trump, I mean, this is what the chart looks like. Because it looks like this and then it hits March of 2020. It goes like that, right, and then by September, it bounces back up, right? It’s a V-shaped recovery, and then it starts to peter out.
Destiny
(00:43:09)
Sure. A lot because of the American Recovery Plan, right, that Biden did as well.
Ben Shapiro
(00:43:13)
I mean-
Destiny
(00:43:13)
4 million jobs. Yeah.
Ben Shapiro
(00:43:14)
… no, I’m not going to attribute it to that because the rates of growth in job growth from September, October, November were actually very similar to the rates of job growth after Joe Biden took office. What you see is actually kind of a straight line. I mean, what the chart looks like-
Lex Fridman
(00:43:15)
Let’s get on.
Ben Shapiro
(00:43:27)
In any case, okay, on the foreign policy stuff, this is getting abstruse.

Foreign policy

Destiny
(00:43:31)
[inaudible 00:43:31].
Ben Shapiro
(00:43:30)
But on the foreign policy stuff, so the questions that I have with regard to Biden on foreign policy, very, very simple question. Do you think that the situation in the Middle East is better now than it was under Donald Trump?
Destiny
(00:43:51)
Probably. That’s a hard one.
Ben Shapiro
(00:43:54)
Why?
Destiny
(00:43:55)
The factors that I’m making right now are obviously you’ve got the Israel- Palestinian War that’s going on right now, which is kind of bad, but broadly speaking, I’m not sure how much that affects the Middle East as much as the collapse of Syria. 2013 Syrian Civil War sent millions of immigrants throughout all of Europe-
Ben Shapiro
(00:44:12)
Which was under…
Destiny
(00:44:13)
… which was under Obama and continued under Trump.
Ben Shapiro
(00:44:13)
Right.
Destiny
(00:44:15)
Trump didn’t do anything to alleviate any of the Syrian Civil War. [inaudible 00:44:18].
Ben Shapiro
(00:44:18)
Why did Syria end up as a preserve of Russia again?
Destiny
(00:44:22)
How did Syria end up as a preserve of Russia?
Ben Shapiro
(00:44:24)
Yes. Why did it end up being essentially a client state of Russia?
Destiny
(00:44:28)
I know that Putin enjoys access to the ports down there. I don’t know. You tell me.
Ben Shapiro
(00:44:32)
I mean, the reason is because Barack Obama suggested that there was a red line that would be drawn in the face of chemical weapons used.
Destiny
(00:44:36)
Sure.
Ben Shapiro
(00:44:36)
Bashir Assad then used chemical weapons in Syria, and Barack Obama was unwilling to then essentially create consequences for Syria in the form of any sort of Western strike and so instead, he outsourced it to Russia. This is 2013, 2014.
Destiny
(00:44:49)
Sure. Do you think there might’ve been some hesitancy after seeing how Libya ended up that maybe us intervening [inaudible 00:44:55].
Ben Shapiro
(00:44:54)
Who’s president during Libya? Yeah. I mean, [inaudible 00:44:57].
Destiny
(00:44:59)
But what does that have to do with anything, though? I’m just saying there might’ve been a mistake learned.
Ben Shapiro
(00:45:01)
The point that I’m making is that actually the Middle East, I mean just historically speaking, was historically good under Donald Trump. I mean, it’s very difficult to make the case that either before or after Trump were better than during Donald Trump.
Destiny
(00:45:10)
Was it? I don’t think that Trump contributed to the Syrian situation improving much. He wrecked a lot of-
Ben Shapiro
(00:45:18)
I mean, he wrecked ISIS. He did wreck ISIS, which was in the [inaudible 00:45:20].
Destiny
(00:45:19)
I mean, ISIS had been getting wrecked by the Kurds in Iraq, by every single person, by Assad’s army, by Putin, by Turkey.
Ben Shapiro
(00:45:26)
[inaudible 00:45:26].
Destiny
(00:45:26)
Literally, everybody was fighting against ISIS at that point.
Ben Shapiro
(00:45:29)
There’s a spike in violence and then the Trump… I mean, you get credit for when you’re president, presumably. I mean, things got better with ISIS under Trump.
Destiny
(00:45:36)
I mean, yeah, they did. I mean-
Ben Shapiro
(00:45:37)
Things got worse with ISIS under Obama.
Destiny
(00:45:40)
… for sure.
Ben Shapiro
(00:45:40)
He called them the JV squad, and then they became not the JV squad.
Destiny
(00:45:44)
But I don’t know if ISIS is originating in Syria and Baghdadi and all of the growth of that is necessarily Obama’s fault. I know that we like to say that Obama created ISIS. I don’t know if you say that, but I’ve heard that saying a lot. I think that’s a little bit simplistic. I don’t think that when I’m looking at actions that presidents have taken, the biggest criticism I have for Middle Eastern policy is I think the Doha accords were a disaster and I think that’s one of the biggest blemishes that we have right now. I would also argue that moving the embassy to Jerusalem was also kind of silly and arguably contributed to some of the conflict we see right now between [inaudible 00:46:16].
Ben Shapiro
(00:46:16)
No, I’ll argue precisely the opposite, especially given the fact that after the movement of the embassy to Jerusalem, the Abraham Accords continued to sign and actually expand and that if Donald Trump had been elected, I have no doubt in my mind that Saudi Arabia would now be a part of the Abraham Accords. In fact, that was basically pre-negotiated and then when Joe Biden took office, Joe Biden took a very anti-Saudi stance on a wide variety of issues. The biggest single effect in the Middle East of Joe Biden’s presidency, and again, I agree with you that not every foreign policy issue can be laid at the hands of a president. Joe Biden’s main approach to the Middle East was very similar to the Obama approach, which is why the Middle East was chaotic under Obama and chaotic under Biden and that was to alienate allies like Saudi Arabia and Israel and instead, to try to make common cause or cut deals with Iran.

(00:47:00)
What that did is incentivize terrorism from Iran. What we’re watching in the Middle East is Iran attempting to use every one of its terror proxies in the Middle East and it was specifically launched in an attempt to avoid what Biden actually was trying to do, which was good, which was after two years of failure with Saudi Arabia, try to bring them into the Abraham Accords, right? That was what was burgeoning at the end of last year and Iran saw that and Iran decided that they were going to throw grenade into the middle of those negotiations by essentially activating Hamas. Hamas activates. Hamas commits October 7th. Israel, as a sovereign nation state, has to respond to the murder of 1,200 of its citizens in the taking, kidnapping of 240. Israel has to do that not only to go after its own hostages and try to restore them, but also to reestablish military deterrence in the most violent region of the world.

(00:47:40)
Hezbollah gets active on Israel’s northern border. Hezbollah is an Iranian proxy. They get active on the northern border. The Houthis in Yemen get active. The only reason all this is happening at the same time is because Iran is doing this, right?
Destiny
(00:47:53)
[inaudible 00:47:53].
Ben Shapiro
(00:47:53)
Not just that, they’re threatening global shipping.
Destiny
(00:47:56)
Sure.
Ben Shapiro
(00:47:56)
If you’re talking about the effects of global supply lines, which I totally agree, had a major inflationary effect on the economy, thanks to COVID. Right now, the cost of shipping is nearly double what it was just a few weeks ago and that is because a ragtag group of Houthi barbarians are attacking international shipping and forcing everybody to stop using the Bab-el-Mandeb freight, instead of going around the Cape of Good Hope in Africa.
Destiny
(00:48:17)
Sure.
Ben Shapiro
(00:48:18)
All of that is the result of the fact that Joe Biden reoriented the United States in the very early days in favor of a more pro-Iranian stance. He appointed Robert Malley to negotiate the Iran deal who, as it turns out, was using proxies. Many of his aides were actually taking money from Iran. The Biden administration, literally one of their first acts was to delist the Houthis as a terror organization and sanctions against the Houthis. These are all moves that Biden made very early on. They were disastrous moves. But when it comes to domestic policy, I think he hasn’t been nearly as damaging in domestic policy as-
Destiny
(00:48:18)
Wait, wait. Domestic policy. Let’s do…
Ben Shapiro
(00:48:18)
Foreign policy.
Destiny
(00:48:47)
… sure, sure. So just on a couple of Middle Eastern things. So one of the big things that threw the Middle East into disaster was what we all traumatized by it now was the Iraq invasion [inaudible 00:48:56] Republican president.
Ben Shapiro
(00:48:56)
Sure.
Destiny
(00:48:57)
You hear that, right?
Ben Shapiro
(00:48:57)
Sure.
Destiny
(00:48:58)
The deposition of Saddam Hussein and everything that followed after probably contributed more to the growth of ISIS and the destabilization of that entire region probably more than anything else. I think that prior to Bush for Clinton and even at the beginning of Bush’s presidency, we were on some kind of road to normalcy with Iran, which I think has to happen whether we liked them or not until Bush, for whatever reason, decides to throw Iran into the Axis of Evil.
Ben Shapiro
(00:49:21)
You emphasized that we’re on a road to normalcy with Iran in the 1990s.
Destiny
(00:49:23)
We do in the… wait, what?
Ben Shapiro
(00:49:25)
That we are on a road to normalcy with Iran in the 1990s.
Destiny
(00:49:27)
My understanding is that, yeah, from the late ’90s and prior to the Axis of Evil labeling of Iran, that there was going to be some path forward to where we could start to normalize relationships with them.
Ben Shapiro
(00:49:36)
I find that very difficult to believe, and I don’t see a lot of evidence. I mean, we can just disagree on that.
Destiny
(00:49:41)
Sure, okay, yeah, sure. We can disagree on that, but I know that once I [inaudible 00:49:43].
Ben Shapiro
(00:49:43)
By the way, the after effects, just a quick note, the after effect of the Iraq War that was the most devastating was the increase in power of Iran.
Destiny
(00:49:48)
I agree, yeah, because of the destabilization of Iraq and Iraq not having a government there that was functional for at least a decade.
Ben Shapiro
(00:49:55)
And was, in fact, a Sunni government, right? Originally, it was a Sunni government. The Sunni army was one of the worst things that the Bush administration did.
Destiny
(00:50:01)
Banning all the former Ba’ath party [inaudible 00:50:03].
Ben Shapiro
(00:50:02)
Sectarian, yeah.
Destiny
(00:50:03)
All horrible under a Republican president.
Ben Shapiro
(00:50:06)
Don’t disagree.
Destiny
(00:50:07)
That that probably contributed more to ISIS, to the growth of power in Iran, maybe even to the destabilization of Syria, probably more than anything that Obama did. Also, when we look at Iran funding people in the region, I don’t disagree with that as well. I think Iran is the number one instigator of bad-guy things right now in the Middle East. Iran, the IRGC I supported when Donald Trump killed Soleimani. I think that was a great thing. I think that Iran is a major problem.

(00:50:30)
However, I don’t know if the path forward is constantly being a belligerent to Iran or trying to figure out some road to normalcy. I don’t know if the collapse of Iran or the destruction of that country, considering how unpopular the Ayatollah even is there. The citizens of Iran, I don’t think, are big supporters of the government there. I feel like moving on a path where, let’s do our nuclear inspections. We had that Iranian nuclear deal that Trump pulled out of. Let’s do the nuclear inspections. Make sure you’re not on the way to nuclear weapons. Let’s unfree some funds. Let’s move in some direction where we get on a good term with you. I feel like that’s the most important thing that needs to happen in the Middle East. As much as people like to look at the Abraham Accords, who cares if… what was it? Bahrain, I think Oman. I think [inaudible 00:51:10].
Ben Shapiro
(00:51:10)
UAE, Morocco.
Destiny
(00:51:10)
The UAE and Morocco… like all of these people, even Saudi Arabia already have like de facto normalization with Israel anyway. They’re all trading [inaudible 00:51:18].
Ben Shapiro
(00:51:17)
No, I mean, to pretend that anybody even 15 years ago would’ve been talking about normalization between Saudi Arabia and Israel is insane. I mean, that’s insane.
Destiny
(00:51:26)
They were already on that path. They were already de facto trading partners with each other. They had already been collaborating [inaudible 00:51:34].
Ben Shapiro
(00:51:33)
That’s a wild claim that Israel and Saudi Arabia were going to normalize 15 years ago?
Destiny
(00:51:38)
15 years ago might’ve been a wild claim, but after Turkey, after Jordan, and then in the past 20 years of economic relations and ties with each other, all of the leadership in the Middle East and you’ll agree with this. Look at Israel. Then they go, okay, well, we’ve got Palestinians who God bless them, do nothing, and then you’ve got Israel, which is on a region with no natural resources to somehow become an economic giant. They’re good to trade with their population’s educated. They have military power. All of the leadership in these Middle Eastern countries are wanting to be friendly with Israel and are engaging in trade de facto with Israel and the idea that the UAE and Bahrain were brought in to say like, oh, well, now we’re going to officially say this.
Ben Shapiro
(00:52:15)
Those were the first steps toward obviously the formation of a new Middle East in which economics would predominate over sectarian conflict. The chief obstacle to that is Iran. I agree. The notion that negotiations with the Ayatollah, were going to be a solution to any of this is, but do we think Absolutely. The night,
Destiny
(00:52:32)
Is it the Abraham Accords that’s convincing Saudi Arabia to take a stance against Iran?
Ben Shapiro
(00:52:37)
No. I mean, they’re
Destiny
(00:52:39)
Already fighting. They’re already fighting with each other. Right. I don’t think the Abraham Accords moved us any closer towards any type of real peace in the region. It has to happen is something has to happen with Iran. There has to be some diplomatic bilateral communication there.
Ben Shapiro
(00:52:49)
No. What has to happen is the containment of Iran, which was what was taking place with the increased normalization with the Sunni Arab world and Israel combined with significant economic sanctions. The notion that there’s this far-fetched notion in foreign policy circles that diplomacy can sort of be wish cast out of thin air. That if you sit around a table that you can always come to an agreement with somebody. The Ayatollahs do not have common interests with the United States. They do not, and this idea that they’re willing to take money in exchange, for example, some sort of peaceful acquiescence to Israel’s existence is obviously untrue, literally,
Destiny
(00:53:23)
Historically. Hasn’t that been the case though, that you’ve had a region with tons of sectarian violence for a long time, and then finally Turkey was like, you know what? This isn’t worth it. The United States paid them a lot of money. They had conversations with Israel, and you know what? The economy, the economic gains, same thing with Jordan. Same thing with
Ben Shapiro
(00:53:40)
Turkish politics, but the situation with Turkey was actually quite warm between Israel and Turkey in the nineties when you had the sort of secular Muslim regime
Destiny
(00:53:52)
In the nineties, but they signed
Ben Shapiro
(00:53:53)
Out of Turk in place, and now Erdogan has joined in the fray. Erdogan is significantly more radical than
Destiny
(00:53:59)
What came before. Sure. I’m so sorry if I said Turga in Egypt, my
Ben Shapiro
(00:54:02)
Bad. Egypt
Destiny
(00:54:05)
In terms of Egypt and Jordan, right, we’re the first two you
Ben Shapiro
(00:54:08)
Need big, so here’s the thing. Is it possible that you could theoretically come to a deal with Iran only with a new leadership crew? Okay. This is true for every peace agreement in the region. You could not, Israel could not have made peace with. Well, they
Destiny
(00:54:20)
Made peace with Egypt, and Sadat was the leader for Yom Kippur.
Ben Shapiro
(00:54:23)
They did not make peace with Nasser. Right. The point is that this is a different regime. You need a different regime,
Destiny
(00:54:28)
But I’m saying the same regime that part of the Yom, Kippur war was the same regime that negotiated peace with Israel.
Ben Shapiro
(00:54:34)
I mean, that’s true. It is also true that that is a relationship that could be cultivated specifically because it was Sadat who made clear he was going to come to the table. Have the Iranians ever made clear that they would come to the table over, for example, the existence of the state of Israel?
Destiny
(00:54:48)
No.
Ben Shapiro
(00:54:50)
That is not a thing that’s going to happen, but
Destiny
(00:54:51)
I think people probably thought the same.
Ben Shapiro
(00:54:53)
Every single one of their proxy rules, every one of them not only calls for the destruction of the state of Israel, they also call for the destruction of America. I mean, this is literally the Houthi slogan. They’re busy hitting ships, and their slogan is literally Ahu Akbar, death to America, death to the Jews, death to Israel. It doesn’t fit on a bumper sticker, but it’s not all like catchy, but that is in fact their slogan. The notion that the regime that propagates that is going to be approached with diplomacy is not only wrong, the problem is that it’s easy to say the stakes of diplomacy are okay, so we try to talk jaw-jaw is better than war-war. Sure. The only problem is that in the Middle East, weakness is taken as a sign that aggression might be an appropriate response. That is how things work in the Middle East, and the fact that Barack, that Joe Biden rather came into office with an orientation toward continuing the Obama policies in Iran has led to conflagrations these sort of brushfires breaking out everywhere that Iran has borders with either the West or Israel or both. Right. Any place that’s happening, it’s leading to Brushfires because again, the logic of violence in the Middle East is not quite the logic of violence in other places in the world. By the way, I think the logic of violence in the Middle East is actually closer to what most international politics looks like than we wish that it were. I mean, I think that’s part of what’s happening in Ukraine as well, which brings me, by the way, here’s my question about Ukraine. Well, just real quick-
Destiny
(00:56:13)
So you think that for Iran, right, a country that has been sanctioned for God knows how many years now, you think that for Iran just continuing to sanction them and contain them is an effective way, is more effective than trying to engage them in bilateral or multilateral peace talks?
Ben Shapiro
(00:56:26)
Yes, 100% and the proof is in the pudding.

Israel-Palestine

Lex Fridman
(00:56:28)
Before we go to Ukraine, can I ask about Israel? So you’re both mostly in agreement, but what is Israel?
Destiny
(00:56:34)
I don’t know if I’d say that.
Lex Fridman
(00:56:35)
Okay, but as I’m learning what is Israel doing right? What is Israel doing wrong in this very specific current war in Gaza?
Ben Shapiro
(00:56:47)
I mean, frankly, I think that what Israel’s doing wrong is if I were Israel, again, America’s interests are not coincident with Israel’s interests. If I were an Israeli leader, I would’ve swiveled up and I would’ve knocked the bleep out of Hezbollah early. What does that mean mean? What does that mean? So I would have Yoav Galant, who is the defense minister of Israel, was encouraging Netanyahu, who’s the prime minister and the war cabinet, including Benny Gantz. People talk about the Netanyahu government. That’s not what’s in place right now. There’s a unity war government in place that includes the political opposition. The reason I point that out is because there are a lot of people politically who will suggest that the actions Israel is currently taking are somehow the manifestation of a right-wing government. Israel currently does not have a quote, right-wing government, they have unity government that includes the opposition.

(00:57:27)
In any case, Yoav Galant was urging in the very early days of the war that Israel should turn North and instead of hitting Hamas, they should actually take the opportunity to knock Hezbollah out because Hezbollah is significantly more dangerous to the existence of the state of Israel than Hamas. I actually agree with that. As far as what Israel has been doing wrong in the actual war, I mean, I think that, again, from an American perspective, I think that Israel is doing pretty well from an Israeli perspective via Israeli. I would actually want Israel to be less loose about sending its soldiers in on the ground level. So Israel’s attempting to minimize civilian casualties, and the cost of that has been the high.
Ben Shapiro
(00:58:00)
… on the ground level. So Israel’s attempting to minimize civilian casualties, and the cost of that has been the highest military death toll that Israel has had since the 1973 Yom Kippur War. I mean, I personally know, through one degree of separation, three separate people who have been killed in Gaza, and that’s because they’re going in door to door, it’s because they’re attempting to minimize civilian casualties and they’re losing a lot of guys in this particular war. The problem that Israel has had historically speaking is that Israel got very complacent about its own security situation. They believed the technology was going to somehow correct for the hatred on the other side of the wall. That, okay, so our people have to live underground for two weeks at a time while some rockets fall, but at least it’s not a war.

(00:58:40)
And that complacence bred what happened on October 7th. So to me, what Israel did wrong was years and years and years of complacence and belief in an Oslo System that is at root a failure because you cannot make a peace agreement with people who do not want to make peace with you. So that’s what I think Israel is doing wrong. I have a feeling that there’s going to be wide divergence on this point.
Destiny
(00:59:02)
Maybe. So in terms of broadly speaking, I generally oppose settlement expansion is a thing that Israel does incorrectly that I think is kind of provocative to at least all the Palestinians in the West Bank, and it probably energizes hatred in the Gaza Strip for them as well. In terms of conducting warfare, the one thing that I always say to everybody, especially Americans, is you can’t evaluate things from an American perspective. It’s very stupid. It happened a lot with Ukraine where people are like, “Oh, well, they work with the Nazis?” and “Weren’t the Soviets the good guys?” And it’s like, well, in other parts of the world, it’s not quite as simple. And I think the same is true for Israel-Palestine, that a lot of Americans will analyze the conflict as just being one between only Israel and Palestine, which it’s not, it’s a conflict between Israel and then Palestine, Hezbollah, the Houthis, and Iran. Right now, it is.

(00:59:51)
However, one area where I’ll break with, Ben, is I think that minimizing civilian casualties and everything is very, very, very important I think on the Israeli side. I don’t think it’s important so that the US will stay with them because I think the US is probably going to stick with Israel as long as they’re not doing anything crazy, and I don’t even think it matters for the international community. It definitely doesn’t matter for the UN because Jesus Christ. However, I think it’s really, really, really important that… I think that in the Middle East, broadly speaking, I think that leadership, especially in the Gulf, has gotten over the Palestinian issue.

(01:00:22)
I think that leadership is kind of like they don’t care as much anymore, but the populations still care quite a bit. And I think that the main issue that Israel could run into is if the civilian death toll does climb too high, and if they start to hit this 40, 50, 60,000 number of civilian casualties, they run the risk of the civilian populations in the surrounding Middle Eastern states becoming so antagonistic towards Israel that they start to take steps back towards normalization in the region.

(01:00:47)
So for instance, I know that Bahrain, I think, already pulled out their ambassador to Israel. My guess is going to be it’s temporary. I know that on the public speaking side, you’ve got a lot of people condemning Israel for the attacks. And on the private side, you’ve got people telling Israel, “Please kill all of Hamas because this is untenable and nobody wants to work in this situation.” I don’t know if this ended up being true or not. I’m guessing it didn’t, but I saw on a couple of Twitter accounts, it was leaked that potentially, Saudi Arabia was considering installing a government in the West Bank that they would run.
Ben Shapiro
(01:01:18)
No, I mean, I think Israel would love nothing better than that, but that is [inaudible 01:01:21].
Destiny
(01:01:21)
For sure.
Ben Shapiro
(01:01:22)
One of the big problems in the Middle East is literally no one wants to preside over the Palestinians. No one. In the Arab states, Israel, no one.
Destiny
(01:01:29)
So I think the issue, and I’m largely actually, I’m very sympathetic towards the Palestinians because I think that since ’48 and onwards, I think that all of the Arab states super gassed them up on that. They wanted the Palestinians to fight because they wanted to fight with Israel. However, as time has gone on and they’ve realized that it’s kind of a lost cause, states have started to drop out. So you’re getting these bilateral peace treaties with Egypt and with Jordan, you’re getting multilateral agreements like the Abraham Accords, and now, the Palestinians are looking around. I’m like, “Okay, well, you guys told us to fight all this time, and now, the only people that we have supporting us are Iranian proxies.” So the Palestinians are in a very weird spot where they’ve lost all their support.

(01:02:06)
Yeah, I think that Israel, what I would say to be, quote, unquote, “critical” of Israel is Israel needs to take strong steps towards peace that probably involves them enduring some undue hardship. So not the October 7th attacks, because Jesus, that’s way too much, but other types of attacks that they might have to deal with that might cause some civilians to die that they don’t come out over the top with and retaliate with if there’s ever going to be peace in that region. However, another thing that I’ve always said is a huge problem between Israel and Palestine is I think that both sides think that if they continue to fight, it will be good for them. But the problem is one side is delusional. I think Israel wants to continue to fight because they get justifications for the annexation of the Golan Heights. They get justifications for expansions, especially in the Area C that, I think, they’re probably going to try to annex soon. They get justifications for the increased military posturing towards the Gaza Strip and the embargoes.

(01:02:59)
And Israel is right that if the conflict continues, really, the situation only improves for Israel over time. But the Palestinians also all believe that if they keep fighting, they thought this since 2000 under Arafat, that if they just keep fighting, they’ll get better gains too. But that’s not the case.
Lex Fridman
(01:03:12)
Is there a difference between Palestinian citizens and the leadership when you say that?
Destiny
(01:03:16)
I love all people. I love all people around the world, and I think that when we analyze issues, I think that we have to be very honest with what the people on the ground think. And the idea that Hamas is just this one-off thing in the Gaza Strip is not only incorrect with the situation on the ground, it’s also incredibly ahistorical. And the idea that the Palestinians in the West Bank, of which I believe the most recent polling shows, I want to say 75 to 80% support the October 7th attacks. Palestinians, in general, want to fight in violent conflict with Israel. That’s not just the position of the government. That’s not just people. There’s a reason why Abbas doesn’t want to do elections in the West Bank, and it’s because the Palestinian people really do want to fight with Israel.

(01:03:57)
But to combat that problem is like you have to get the UN on board, we’ve got to do an actual addressing of the Palestinian refugee problem, which is handled like a joke right now. Iran has to be brought to the table in terms of negotiations. There has to be huge efforts made to economically revitalize these Palestinian areas. Even though they’re one of the highest recipients of aid in the world. You have to do something about the embargo and the blockade and the Gaza Strip, which isn’t just maintained by Israel, it’s also maintained by Egypt. You should ask why. Yeah, there’s a lot of things that have to happen to fix that problem. But the reality is I don’t think Israel really wants to because they get to continue their expansion into the West Bank, and I don’t think anybody around the world really cares that much because in a month, we won’t be talking [inaudible 01:04:36].
Ben Shapiro
(01:04:36)
I will argue with that. The idea that Israel does not want to end the conflict is belied by the history of what just happened with the Gaza Strip. So when we talk about settlements for example, Israel did have settlements inside the Gaza Strip. There were 8,000 Jews who were living inside the Gaza Strip in Gush Katif. Up until 2005, they withdrew all of those people, I mean, took them literally out of their homes, and the result was not the burgeoning of a better attitude toward the state of Israel with regard to, for example, the Palestinian population in Gaza. In fact, it was more radical in Gaza than it was in the West Bank. The result was obviously the election of Hamas, the October 7th attacks, in which unfortunately, many civilians took part in the October 7th attacks. There’s video of people rushing, who are civilians and dressed in civilian clothing, into Israeli villages.
Destiny
(01:05:22)
Oh, careful. Not always the same thing.
Ben Shapiro
(01:05:23)
Well, no, no. That is 100% true, obviously. And when it comes to Area C and Israel’s supposed deep and abiding desire for territorial expansion in Area C. Area C, so for those who are not familiar with the Oslo Accords, and again, this is getting very abstruse, but the Oslo Accords are broken down into three areas of the West Bank. Area A is under full Palestinian control. That’d be like Jenin and Nablus, the major cities, for example. There’s Area B, which is mixed Israeli-Palestinian control, where Israel provides some level of military security and control, and then there’s Area C. And Area C was like to be decided later. It was left up for possible concessions to the Palestinian authority if the Oslo accords have moved forward. Those are disputed territories. There is building taking place in Area C by both, actually no one talks about this, but by Palestinians as well as Israelis.

(01:06:10)
And the question as to whether if Israel stopped building, there’ve been many settlement freeze in the past, including some undertaken by Netanyahu, and it actually has not done one iota of good in moving the ball forward in terms of actual negotiations. Again, the biggest problem is that the leadership for Palestinians has spent every day since, really, ’67. It’s not even ’48. Because between ’48 and ’67, Jordan was in charge of the West Bank and Egypt was in charge of the Gaza Strip. And at no point did either of those powers say, “Hey, maybe we ought to hand this over to an independent Palestinian state.” Which was originally the division that was promoted by the UN Partition Plan in ’47. Because of that, the leadership post ’67, and really, starting in ’64, the Palestine Liberation Organization was founded in ’64, and it called for the liberation of the land in ’64. They had the West Bank and they had the Gaza Strip. So they’re talking about Tel Aviv.

(01:07:02)
When it was founded in ’64, the basic idea, as kind of indicated by that, was Israel will not exist, and that was a promise that’s been made by pretty much every Palestinian leader in Arabic to the people that they are talking to. Yasser Arafat famously would do this sort of thing. He’d speak in English and talk about how he wanted a two-state solution, and then he’d go back to his own people and say, “This is a Trojan Horse and we’re going to…” If Israel could, if you think that Israeli parents want to send their kids at the age of 18 to go and monitor Jenin and Nablus and be in Khan Yunis, you’re out of your mind. You’re out of your mind. Israelis do not want that. In fact, Israelis didn’t want that so much that they allowed rockets to fall in their cities for full on 18 years in order to avoid sending soldiers en masse back into the Gaza Strip.
Destiny
(01:07:45)
True. But I think Israel does want to continue to expand settlements into the West Bank, right? They want to continue to build, they want to have all of Jerusalem, East Jerusalem as well.
Ben Shapiro
(01:07:52)
Well, I mean, East Jerusalem has already been annexed. So East Jerusalem is, according to Israel, a part of Israel. That’s not a settlement.
Destiny
(01:07:56)
Sure.
Ben Shapiro
(01:07:56)
Okay. So there’s that. With regard to does Israel have an interest in expanding settlements in the West Bank? Why would they not until there’s a peace partner?
Destiny
(01:08:04)
Sure.
Ben Shapiro
(01:08:05)
[inaudible 01:08:05].
Destiny
(01:08:05)
That’s what I mean. But I’m saying as long as the conflict continues, because even when you talk about-
Ben Shapiro
(01:08:08)
But no, your suggestion is that they’re incentivizing the conflict to continue so they can grab more land.
Destiny
(01:08:12)
Well, no, let me be very clear. I don’t think there’s a… So some people say, for instance, they’ll take that one quote from Netanyahu and they’ll try to say that he was funding the people on the Gaza Strip by allowing Qatari money to come in, even though he was actually speaking in opposition to Abbas, allowing the Gaza Strip to fall for Netanyahu to clear it out for him and they give it back, et cetera, et cetera. I’m not claiming those theories. I’m just saying that I think that Israel will take a relatively neutral stance towards conflict and enduring, because as long as the conflict endures, and as long as the settlements can expand, I think that ultimately benefits Israel.
Ben Shapiro
(01:08:42)
I think there would be… Let’s put it this way, if suddenly there are arose among the Palestinians, a deep and abiding desire for peace approved by a vast majority of the population with serious security guarantees, I think you’d be very hard-pressed to find Israelis who would not be willing to at least consider that. [inaudible 01:08:57] not expanding bathrooms [inaudible 01:08:59].
Destiny
(01:09:00)
I would’ve agreed with you on October 6th. I think we’re probably a year or two away from that right now.
Ben Shapiro
(01:09:04)
No, no. But no, the point I’m making is that Israelis now realize that the entire peace process was a sham, meaning the people who were on the other side of the table were using it as a Trojan Horse in the first place. The death of Oslo is not the death of Israeli hopefulness. It’s the death of the illusion that on the other side of the table was anyone worth bargaining with. That’s what’s happening, and that’s why you have this sort of insane disconnect right now between the United States and the Israeli government. Again, it’s a unity government. No one in Israel is talking about making concessions to the Palestinian authority for a wide variety of reasons, including the fact that Mahmoud Abbas’ Fatah continues to pay actual families of terrorists who killed Jews.
Destiny
(01:09:35)
Sure, the Martyr fund. Yeah.
Ben Shapiro
(01:09:35)
Right. And the fact-
Destiny
(01:09:37)
Which is from the moderate West Bank.
Ben Shapiro
(01:09:39)
Right, exactly. So again, the taste in Israel for this is even the people who are the Hilonim, those are the most secular people in Israel, which was, by the way, the place that was attacked on October 7th. I mean, what people should understand is that October 7th was not an attack against settlements in the West Bank. It was an attack on peace villages that were essentially disarmed, and many of these people who were killed were peace activists who were literally trying to work with people in Gaza to get them… I mean, it’s mind-boggling. That’s why you’ve had this ground shift in Israel. The next 20 years in Israel is going to be about security and economic development. Period, end of story. Everything else goes second, third place.
Destiny
(01:10:12)
And I will say, I agree essentially with everything you’re saying. Not to loop back on another topic, but this is one of the reasons then why I was so critical. I don’t want to say critical, but kind of nonchalant about the Abraham Accord because they didn’t address anything with the Palestinians whatsoever. They brought countries that weren’t super relevant to the conflict. They didn’t bring in Qatar, which is where a lot of the money and support for the Gaza Strip comes from. It didn’t involve Iran at all. They involved bilateral [inaudible 01:10:33].
Ben Shapiro
(01:10:32)
No, but it’s totally changed the mentality, and this is why what I’m seeing right now, this is why… Listen, I think that Biden has done better than I certainly expected him to do in terms of support for Israel. Obama was way less supportive of Israel than Biden by every metric. With that said, the rhetoric that he’s been using recently and the blanket have been using recently about Israel needs to make painful concessions for peace, Israel… Re-centering, this issue at the center of relations in the Middle East is doomed to failure.

(01:10:55)
The magic, magic is a strong word… The benefit of the Abraham Accords was proof of what you’re saying, which is true, which is that all of these surrounding countries, in reality, have abandoned the idea that there’s a centrality to the Palestinian-Israeli conflict. That is not the central conflict in the Middle East. And by the way, one of the reasons it’s not the central conflict in the Middle East is because actually, ironically, because of the rise of Iran. It’s SUNY states that are largely signing up with Israel because they’re realizing they need some sort of counterweight to a burgeoning nuclear power in Iran.

Russia-Ukraine

Lex Fridman
(01:11:25)
Can we talk about Ukraine?
Destiny
(01:11:26)
Sure.
Lex Fridman
(01:11:27)
Do you have a disagreement with what Destiny said?
Ben Shapiro
(01:11:31)
My main problem with Biden’s policy with regard to Ukraine is that he outsourced the end goal of the war to Zelenskyy early on. Now, that might make sense if that goal were something that he was willing to fund to the point of achievement or if Zelenskyy could have achieved it on his own. But right now, and this has been true since pretty early on in the war, it’s a point Henry Kissinger made, that pretty early on in the war, it was very clear that for example, Crimea was going nowhere. The Russians had control of Crimea, barring the United States giving permission to fly F-16s over Crimea, nothing was going to change over there. The same thing was true in most of the Donbas, in Luhansk and Donetsk. That was not going to change. Zelenskyy’s stated goal, and you understand it, he’s the leader of Ukraine, is that there was a predation on his territory in 2014 and that the Russian sent their little green men across the border, and then they took all of these areas. And so he, as the leader of Ukraine, is saying, “Okay, I want all of that back.”

(01:12:25)
Now, the reality is that the US’ interests had largely been achieved in the first few months of the war, meaning the revocation of the ability of Russia to take Ukraine and just ingest it. And two, the devastation of Russia’s military capability. I mean, Russia has just been wrecked. I mean, the military is in serious straits because of the war in Ukraine. From an American perspective, I’m very much pro all of that. I think that we have an interest in Ukraine maintaining a buffer status against a territorially aggressive Russia. I think that the United States does have an interest in degrading the Russian military to the extent that it can’t threaten the Baltic states or threaten Kazakhstan or other countries in the region. The problem I have with Biden’s strategy is as always, I think that it’s a muddle, and I think muddles tend to end with misperceptions.

(01:13:10)
War tends to break out and maintain because of misperception, misperception of the other side’s strength, the other side’s intentions, and all of the rest. People misperceive what’s going to happen. They say, “I’ll cross that line and nothing will happen.” This is what Putin thought. He thought, “I’ll cross that line. They’ll greet me as a liberator. And because the United States just surrendered in Afghanistan, essentially, they won’t do anything, and the West is fragmenting because NATO’s fragmenting and all the rest of this.” And obviously, he was wrong on all of those scores.

(01:13:32)
The problem for Biden is that as with virtually every war, no end line was set. And so it became out recently that it was widely reported that actually there was a peace deal that was on the table in the first few months that Putin was on board with that basically would’ve seeded Luhansk and Donetsk and Crimea to Russia in return for solidification of those lines. American and Western security guarantees to Ukraine, right? Ukraine wouldn’t formally join NATO, but there would be security guarantees to Ukraine. We’re ending up there anyway. It’s just taking a lot more money and a lot more time to get there.
Lex Fridman
(01:14:04)
And do you think Trump would’ve helped push that peace?
Ben Shapiro
(01:14:07)
Yes, and I think that Biden actually did Zelenskyy a bit of a disservice because Zelenskyy knows where this war is going to end, and it’s not going to end with Luhansk and Donetsk and Crimea in Ukrainian hands. It’s just not going to, and he knows that. What actually, in my opinion, Zelenskyy needed was for Joe Biden to be the person who foisted that deal upon him so that he could then go back to his own people and say, “Listen, guys. I wanted all those things, but the Americans weren’t willing to allow me to have all those things.” And so we did an amazing job, we did a heroic job in defending our own land. We devastated the Russian military even though no one expected us to, but we can’t get back those things because it’s unrealistic to get back to those things because America basically, they’re a big funder and they’re the ones who want the deal.

(01:14:46)
Instead, what Biden said, and this was reported in the Washington Post last year, the Biden administration said, “We’re going to fight for as long as it takes with as much as it takes.” And when they were asked until when, they said, “Whatever Zelenskyy says.” And that’s not a policy, that’s just a recipe for a frozen conflict with endless funding. Now, it may be that Putin has walked away from the table and that deal is no longer available. If that deal is available right now, I certainly hope that’s being pursued behind closed doors. My main critique again of Biden is that when you outsource the end goal to another country without stating what America’s interest is, that’s a problem. I also think that Biden did really quite a poor job of sort of explaining what America’s realistic interests are. I don’t like it when American leaders… It’s weird for me to say this, but I’m not a huge fan of the we’re in it to protect democracy kind of rhetoric because frankly, we are allied with many, many countries that are not democracies, and that’s not actually how foreign policy works.

(01:15:41)
We should, as an overall 30,000-foot goal, advance democracy and rights where we can, but the reason that we were fighting in favor of Ukraine, and when I say fighting, I mean giving them money and giving them weaponry, the reason that we were doing that in favor of Ukraine is not because of Ukraine’s long history of clean voting and non-corruption. The reason that we were doing that is to counter Russian interest in the region. I mean, it was a pure, real politic play, and that real politic play is hard to deny no matter what side of the aisle you’re on. I think that what many Americans are going to, are reverting to is we have no interest there. Why are we spending the money there and not spending the money here? And that kind of stuff. And that argument can always be applied unless you actually articulate the reason why it is good for Americans beyond simply the ideological for the United States to be involved in a thing.

(01:16:26)
So for example, I think right now, when Biden is taught, I think that what Biden just did, the United States as we speak, is striking the Houthis. I think that that’s a really, really good thing. I think that’s a necessary thing, and I think American people should understand why that is happening. It’s not because of, quote, unquote, “ideology”. It is, I mean, on a very root level, but really, it’s because you’re screwing up the straits. I mean, you can’t do that. You can’t screw up free trade, and Americans have an interest in not seeing all of our prices at the grocery store double and triple because a bunch of ragtag pirates akin to the Barbary pirates from 1800 are bothering everyone. Right?
Lex Fridman
(01:17:00)
So Ben said a lot there. Do you disagree with any aspect on the Ukraine side [inaudible 01:17:04]?
Destiny
(01:17:04)
A little bit, yeah. I think on the macro, I agree. Maybe we get into weasel a little bit on some things. On the final thing that he said, though, I wish that Americans could have honest conversations about foreign policy. I think that it would just be better for everybody. I don’t know if it’s Red Scare after the Cold War where it was literally the behemoths, we’re fighting against communism and we felt like after ’91, every single foreign policy decision needs to be able to be explained in seven words, like he’s the bad guy, and that’s it. I wish we had more honest conversations about what our foreign policy interest is in a particular region, because I don’t think most Americans honestly could even articulate why Israel would be an important ally or why it’s important to defend Ukraine against Russia or why should we care about Taiwan at all. I don’t know if most Americans could articulate anything there, even though they might have very strong opinions about why we ought to be involved in certain conflicts. So I do agree with that. I wish we had more honest conversations about foreign policy. In terms of how Biden has handled Ukraine. The things that I liked the most were one, that he was very clear in the beginning about what we wouldn’t do. So Biden saying that, “We’re not going to do not a red line, no-fly zones over Ukraine. We’re not going to be deploying troops on the ground in Ukraine. We’re not going to be doing anything that would have US soldiers and Russian soldiers crossing swords with each other. That’s not going to happen.” I liked that he made that very clear at the beginning, and I liked that he coalition-built between NATO and the EU to get people to send funds, training, soldiers, airplanes and everything to Ukraine. I thought those two things were really good. In terms of basically writing Zelenskyy a blank check, I would like to hope that Biden and the entire United States learned a lesson from Iraq and Afghanistan, that open-ended missions with unlimited budgets and no clear goal are like the worst foreign policy decisions you can ever do. They’ve defined US foreign policy for the past two or three decades, which is unfortunate, but seems to be the case.

(01:18:57)
My feeling would be, and this is just a feeling, I don’t know if internal cables have leaked that say otherwise, is the Biden administration has probably always had a quiet position of at some point, there’s going to be an off-ramp here, and I think even a month or two ago, I think those talks were being leaked, that discussion had begun with Zelenskyy looking for an off-ramp. But publicly, of course, the United States is never going to come out and say, “We are going to support you guys to fight as much as you want for three months. And then after that, it’s no more.” Obviously, that can’t be the statement. It’s always going to be that, “We’re going to support you in your fight against Russia [inaudible 01:19:28].”
Ben Shapiro
(01:19:28)
Yeah, we tried that under Obama with Afghanistan. It was terrible.
Destiny
(01:19:30)
Sure. You can’t-
Ben Shapiro
(01:19:31)
We’ll escalate the troops levels to X, but only for six months and then we’ll [inaudible 01:19:34].
Destiny
(01:19:34)
You just can’t do that. It’s always going to come off as, “We’re going to support you forever and as long as it takes and as long as you need, whatever we have to do to defend freedom and democracy in your country.” And any other statement would be absurd. So I can understand why it feels like on a public level, a blank check and an indefinite time period was granted to Zelenskyy, but I don’t think that’s going to be the case. I think, again, I hope we’ve learned our lessons in the Middle East about the forever wars, that this isn’t going to be a forever funding to Ukraine to fight for as long as they want. I do disagree. I feel like we’re playing a little bit retrospectively, saying that, “Well, it’s obvious that they’re not going to capture the Donbas. It’s obvious that they’re not going to capture Crimea.” I agree, for Crimea, that was incredibly obvious, but it was also really obvious that in two weeks, Russia would own Kyiv and Ukraine was going to be Belarus 2.0.

(01:20:14)
I think that even for a lot of military people and analysts around the world, that that was an expectation or at least a significant probability. Nobody knew, the phrase that’s thrown right now is paper tiger, that Russia’s military was as ill-equipped as they were. So I can understand why, especially if you’re Ukraine and if you’ve repelled an invasion from one of the world’s largest armies, why you might feel like, “Well, fuck it, let’s fight for a few months. Let’s fight for a year. Let’s see what happens.” And I can understand the United States supporting them, but I agree that there has to be some reasonable off-ramp, but we’re not going to fight forever. I think the US State Department has already begun those conversations with Zelenskyy to look at what that off-ramp looks like. But yeah, I’m not too sure other than explicitly stating publicly you can only fight until this date. I don’t really know what else I would… I don’t think the Biden administration should have done that. I don’t know what else-
Ben Shapiro
(01:21:02)
Do you think Biden should cut this deal on the funding? Meaning there’s this $105 billion deal that’s been held up by debate between Republicans and Democrats over border. So basically, it contains $60 billion for Ukraine, $14 billion for Israel, another several billion dollars for Taiwanese defense against China, and then includes some border funding and some border provisions. Republicans want the border funding and the border provisions because we can get into the illegal immigration issue, but that’s a pretty serious issue, and Biden Democrats have been unwilling to hold that up, and that seems to me like just from, put aside Republicans, Democrats, it seems like political malpractice, meaning there’s a widespread perception in the United States that the border’s a disaster area. Joe Biden wants these things. Many republicans don’t want these things. If he caves on the border stuff, he gets all the things that he wants, and he’s going to be able to go back to the moderates in the country and say, “I did something about the border.” It seems like such an obvious win.
Destiny
(01:21:48)
If he caves on the border stuff, you mean on the Ukraine stuff?
Ben Shapiro
(01:21:50)
Yes, because then he gets the whole package, meaning he can go back to his own base and he can say, “Listen, guys, I want it to be easy on the border. The Republicans forced me to it, but we needed the Ukraine aid. We needed the Taiwan [inaudible 01:21:59].”
Destiny
(01:22:00)
Honestly, you’re going to be more educated than me on this. I don’t like, or maybe I just don’t know enough. I don’t like the principle that when we negotiate things in the United States, there’s like 50 million hostages at all points in time for every single thing. Like, “Oh, boy, here comes the debt ceiling. What do the Republicans want? What do the Democrats want? Oh, boy, we can’t fund our government.” But I mean, obviously, the argument is going to be that if the Ukraine funding doesn’t come in this bill, and if Biden and his administration feel like it’s really important that not unilaterally, but as a single issue, it’s not going to pass. So I would say that at this point, and I don’t know what the conversations look like between the Biden administration and Zelenskyy, I would say at this point, that it’s probably fair to start making contingencies on the money that we give to Ukraine that, “Listen, this conflict has waged on now. Now, we need to start looking for potential peace. We can’t just write you an unlimited check.” So I mean, if those strings are attached, I’d be okay with it. But the broader question of is it okay to make this particular piece of legislation with all this funding contingent on the Ukrainian funding? I mean, that just seems to be the way the government works now, unfortunately.

January 6

Lex Fridman
(01:23:02)
Quick pause, bathroom break. One of the big issues in this presidential election is going to be January 6th. It’s in the news now, and I think it’s going to become bigger and bigger and bigger. So question for Destiny first. The Donald Trump incite and insurrection on January 6th, 2021.
Destiny
(01:23:22)
Absolutely. This is probably ignoring every other issue we’ve talked about, of which I think there are plenty that I would say disqualified Trump from holding office. I think that the conduct and the behavior leading up to and including January 6th, I think is wildly indefensible. I am excited to see Ben try to… Yeah, the three to four stages are the taking what I think any reasonable [inaudible 01:23:48] knowingly false information about elections being rigged or ballot box is being stuffed, or Ruby Freeman running the ballots three times in Georgia. Taking that knowingly false information and trying to call state secretaries and stuff to have them flip their electoral vote, that was horrible. The plot that Eastman hatched in order to have these false slates of electors where all seven states had citizens go in and falsely say that they were the duly elected electors that could submit votes to Congress, that was insane. That happened. Asking or begging Pence to accept these false states of electors initially, and then just say you should just throw it out completely and throw it to the house delegation, which was majority Republican, that was absolutely unbelievable.

(01:24:36)
And then on the day of January 6th, trying to capitalize on the violence by him, Giuliani, and Eastman making phone calls to senators and congressmen saying, “Well, don’t you think maybe you guys should delay the vote a little bit? Don’t you think they’re just really mad about the election?” I think he said to McCarthy, “They’re more upset than you.” And his utter dereliction of duty and not doing anything to stop the rioting that happened on January 6th because he was too busy taking advantage of it, I think all of these things are horrible. I look forward to seeing the Jack Smith indictments play out in court, maybe even the Georgia RICO case. But yeah, I think all of these things are unfathomable, and I think when you look at the plot from start to finish, clearly, the goal the entire time was to circumvent the peaceful transfer of power. That was the goal from start to finish, whether it was through false claims, whether it was through illegal schemes, or whether it was through violence at the Capitol to delay the certification of the vote.
Lex Fridman
(01:25:28)
Ben.
Ben Shapiro
(01:25:29)
So I’m glad you’re excited. It’s always fun. So there are two elements to incitement of insurrection. One is incitement, the other is insurrection. So incitement has a legal standard, so does insurrection. Neither of those standards are met. So if you’re asking me, morally speaking, did Donald Trump do the right thing between November 4th and January 6th? I said, I will continue to say no, he did not. I think he was saying things that are false with just factually false about his theories with regard to the election, about the election being stolen, about fraud. This is all adjudicated in court. He did not even bring many of the claims that he has brought publicly and all the rest of that. If we’re talking about incitement of insurrection as a legal standard, he doesn’t meet any of those standards.

(01:26:05)
When it comes to incitement, it has to be incitement to immediate lawless action. That’s the standard for incitement. And I’m very meticulous in how I use this because I happen to speak publicly a lot, and that means there are lots of people who listen to me, which means some of those people are probably crazy and some of them may go and do a crazy thing. Did I incite them? The media tends to use the word incitement very loosely with regard to this sort of stuff, in the same way that Bernie Sanders, quote, unquote, “incited” the congressional baseball shooting. He did not. Bernie Sanders has a lot of things I disagree with. I think Bernie’s a schmuck, doesn’t matter. He did not incite that.

(01:26:34)
So saying bad things is not the same thing as inciting violence. Inciting violence, the legal standard in the United States is, I want you to go punch that guy in the face. That’s inciting. With regard to insurrection, typically, in insurrection, and there are some descriptions in case law, though none in statutory law as far as [inaudible 01:26:50]. The typical description in case law is the replacement of one legitimate government of the United States with another by violent means. The notion that Donald Trump coordinated any such insurrection is belied by the FBI itself. The FBI put out a report in, I believe it was…
Ben Shapiro
(01:27:00)
… is belied by the FBI itself. The FBI put out a report in, I believe it was August of 2021, suggesting that there was no well-coordinated insurrectionist attempt coordinated by the White House. In fact, what you had was Donald Trump thrashing around like that weird alien in the movie, Life. I don’t if you ever saw it with Jake Gyllenhaal, where he’s like kind of thrashing up against this glass box, just an alien just thrashing up against the glass box. That I think is more what you were seeing from November 4th to January 6th.

(01:27:25)
And then again, the claim that January 6th itself was an insurrection… I’m not aware that anyone was charged with actual insurrection. There were some people who were charged with seditious conspiracy. There are insurrection statutes that do exist. No one was charged under those particular statutes. There were some people who you could say informally had insurrectionist ideas. Those would be the people who wanted to hang Nancy Pelosi or kill Mike Pence, and those people are in jail right now. And the election went forward. The election was certified. Mike Pence presided over the certification. Mitch McConnell presided over the certification. Joe Biden has been the President for the last three years.

(01:28:01)
Donald Trump, by the way, was still President at that point. If he had actually wanted to do what other people who’ve actually launched coups have done, he would’ve theoretically called the National Guard not to put down the riot but to actually depose the sitting Government of the United States in the name of a specious legal theory. He did not do that, he did not attempt that. Nobody working for him did that. The most you can say, I think, about what everybody was doing… and I don’t want to say everybody. We can talk about Trump because this is really about Trump.

(01:28:28)
He used a phrase that Trump was disseminating knowingly false information. The word that’s carrying a lot of weight there is the word knowingly. Knowingly implies a knower. Do I think the information he was disseminating was false? Yes. Do I think that Donald Trump has unique capacity to convince himself of nearly anything that is to his own benefit? Absolutely. And I think that that’s actually what Donald Trump was doing there, and the evidence for that is Donald Trump being a human and all of us watching him for the last several years.

(01:28:54)
So the idea that he knew it to be false, I’m not even sure those standards apply in any… just assessing him as a human, which is really what we’re being asked to do because there’s an intent element to this crime. Do you think that today, Donald Trump knows that he lost the election?
Destiny
(01:29:09)
Absolutely.
Ben Shapiro
(01:29:10)
So I don’t, actually. I think that-
Destiny
(01:29:13)
So I’m glad that you have the attorney background. When we are assessing mens rea, when we’re looking at certain criminal statutes where intent is required, it’s a reasonable person standard, right?
Ben Shapiro
(01:29:14)
Well-
Destiny
(01:29:22)
Would a reasonable person have known that they were-
Ben Shapiro
(01:29:24)
No, it depends on the mens rea standard. So it’s not the same in every case. If you have to establish individual intent, then it’s not enough to say a reasonable person should have known. That would be enough for a negligent statute.
Destiny
(01:29:35)
Sure, but for-
Ben Shapiro
(01:29:35)
Usually when you’re talking about reasonable person statutes, just legally speaking, a reasonable person statute is should a reasonable person have known. That’s when you get to manslaughter. You can’t do a reasonable person standard on first degree murder.
Destiny
(01:29:45)
So for-
Ben Shapiro
(01:29:46)
You have to establish actual motive and first degree murder.
Destiny
(01:29:47)
But for first degree murder, you don’t need the statement of, “I plan to kill this person,” or “I intend to kill this person.”
Ben Shapiro
(01:29:55)
No. No, you need a-
Destiny
(01:29:55)
We can prove that state of mind from a ton of other circumstantial evidence.
Ben Shapiro
(01:29:57)
Correct. Yes, sure. You can prove it.
Destiny
(01:29:58)
So I feel like my feeling for Donald Trump was there were all these people around him that he trusted to investigate election fraud. He trusted Barr and the DOJ. He asked Pence, his Vice President, to look into it. He asked his chief of staff, he asked his legal counsel. He asked so many people that, ostensibly, he trusts them if he’s asked them to look into it, and when all of them looked into it and reported back to him, “No, we found nothing.” Unless we’re going to literally make the concession that Trump might actually be a delusional psycho man, at that point, should he not have realized, well, okay, maybe this thing-
Ben Shapiro
(01:30:26)
I think he should have realized the day of the election that he lost the election, but that’s not what-
Destiny
(01:30:29)
Sure. But I’m saying that, at that point, should he not have known that for him to go and propagate those claims that he’d asked all of the people he trusted to research, and then for him to take those claims to Michigan and to Georgia and then publicly and to try to convince people to throw out the election. You don’t think that-
Ben Shapiro
(01:30:45)
But you’re doing the same thing. You’re reverting to should a reasonable person have known. Yes, a reasonable person should have known. Did Donald Trump know? That’s a different question, and so conflating those two questions is going to get you into some messy territory. By the way, this is why Jack Smith charged the way Jack Smith charged.
Destiny
(01:30:58)
Yeah, which was-
Ben Shapiro
(01:30:59)
But Jack Smith did not charge conspiracy. Jack Smith did not charge insurrection. He did not charge seditious conspiracy, right?
Destiny
(01:31:05)
But I think for Jack Smith-
Ben Shapiro
(01:31:07)
Jack Smith is a good lawyer. What he’s doing is he’s actually broadly, I would say pretty obviously, expanding statutory coverage in weird areas in order to cover a thing that doesn’t quite fit into any of these legal categories. But the point that I’m making is that Jack Smith is on my side of this. He doesn’t think that he can actually establish the intent necessary to convict under a seditious conspiracy or an insurrection charge.
Destiny
(01:31:29)
I agree with that, but I think a lot of the underlying facts though, because he does bring up those calls to Raffensperger in Georgia, he does bring up and the indictments that they were knowingly false information. So it seems like that’s going to be part of the case. Maybe not to convict on any of the four particular charges that he mentioned, but it seems like that’s probably going to be part of what he’s going to have to establish in court to convict Trump.
Ben Shapiro
(01:31:47)
So I want to look at the actual text of the charges. So I’m sorry that I don’t have them memorized. I believe one’s a fraud charge that generally does not apply to cases like this. Generally, the fraud charge is like you’re trying to steal money from the Government. One is-
Destiny
(01:31:59)
Sure. Fraud has been used pretty broadly in the past though. Because Smith has done oral arguments in response to a lot of the claims by Trump’s lawyers. This was one of them. The infinite civil and criminal immunity was another one of them where he cites past cases where these types of things, because I think it was to defraud of civil rights, I think was the fourth charge.
Ben Shapiro
(01:32:13)
Right. So the defraud of civil rights is usually somebody standing in the actual voting house door and preventing you from voting, not you have a specious legal theory that you espouse in court about whether those votes should be thrown out.
Destiny
(01:32:24)
Sure, although I don’t like… when we say specious legal theory and novel application, which I do agree, some of these in some ways is novel. I don’t think we’ve ever also had a President try to do this before. It is a novel situation-
Ben Shapiro
(01:32:36)
Well-
Destiny
(01:32:36)
… where somebody has resisted the peaceful transfer of power this clearly in so many different ways.
Ben Shapiro
(01:32:40)
Well, if you’re talking about the legal cases, I mean that’s not true. Gore sued in 2000. I mean, if we’re talking legal cases, right?
Destiny
(01:32:47)
If this was comparable to Gore, then-
Ben Shapiro
(01:32:48)
I’m not saying it’s comparable to Gore. I’m saying that if the idea is that espousing a legal theory in court amounts to de facto some form of election-
Destiny
(01:32:56)
Well, I’m just saying that Gore-
Ben Shapiro
(01:32:57)
… denial or interference in some way, that’s not true. As a general principle, it’s over inclusive.
Destiny
(01:33:04)
Sure. Gore wasn’t trying to de-certify the vote though for states. Right? They challenged their thing to the Supreme Court, they lost their case in the Supreme Court and then power transfer happened afterwards.
Ben Shapiro
(01:33:12)
Right, and Donald Trump had a bunch of legal challenges, and then he had a rally, and then there was a riot, and then he left power.
Destiny
(01:33:16)
Yeah, but the Eastman theory of what Pence could do in Congress is a far cry away from-
Ben Shapiro
(01:33:22)
A truly shitty theory. I mean, make no mistake. It’s a really shitty theory.
Destiny
(01:33:24)
But not just shitty. I think that if any Democrat had done this, I feel like we’d be looking at it in a far different lens. As in we would be using terms like attempted coup, a subversion of peaceful transfer of power. If a Democrat Vice President had tried to essentially say that in Congress, they could throw away the vote.
Ben Shapiro
(01:33:44)
So I think what I want to get to here actually, so we can be more specific, is why are these terms important? We agree on, largely speaking, what happened. I think, the characterization of the term, we keep kind of bouncing around between two different categories, and I want to make sure we-
Destiny
(01:33:44)
We can dump the legal stuff actually-
Ben Shapiro
(01:34:02)
Okay. So we’re just talking… Fine, fine, fine.
Destiny
(01:34:03)
We’re not looking at incite… because like you said, Jack Smith… nobody’s charging with incitement, and I don’t believe insurrection is part of that. So we’re dumping legal. Just in terms of like a President that is trying to prevent the peaceful transfer of power. So we do call that a bloodless coup or a coup or whatever contemporaneous term you want to use.
Ben Shapiro
(01:34:17)
So prevent the peaceful transfer of power with all means or using means that are inappropriate, not quite the same thing. Meaning means that-
Destiny
(01:34:25)
Using means that are inappropriate or illegal.
Ben Shapiro
(01:34:26)
Okay. So illegal? I don’t think so. I don’t think that these charges actually meet the criteria for the various charges, and we can discuss each case if you want. As far as inappropriate, sure, I think tons of inappropriate stuff. I mean, inappropriate seems not-
Destiny
(01:34:42)
The reason why I don’t like the word inappropriate though is because then conservatives are very quick to say, “Well, sure he was inappropriate, but everybody who’s inappropriate.”
Ben Shapiro
(01:34:47)
I mean, I’ll concede that he’s more inappropriate than others. I just don’t see that-
Destiny
(01:34:50)
Okay, the most inappropriate?
Ben Shapiro
(01:34:51)
Sure. I mean-
Destiny
(01:34:52)
Okay. That’s important to me though. Does it not bother you that Donald Trump sought, through legal and extralegal and Trump magical ways of trying to entrench his power as President passed when he should have been able to? Is that not something that was incredibly troublesome?
Ben Shapiro
(01:35:09)
I mean, the question to me is… the bigger question that I think the Democrats are trying to promote in this election cycle, which is this means he’s a threat to democracy sufficient that if he were to win the election, there would not be another. And my answer that is-
Destiny
(01:35:24)
But he tried to do that last time. Could he not try it next time?
Ben Shapiro
(01:35:26)
I mean, he could try to do whatever he wants, presumably, and he would fail the same way that he did last time.
Destiny
(01:35:30)
Why do we think that?
Ben Shapiro
(01:35:31)
Because he failed.
Destiny
(01:35:33)
So [inaudible 01:35:33]-
Ben Shapiro
(01:35:33)
Because there was a riot and in three hours… Yes.
Destiny
(01:35:38)
Lord, save me. Let’s say hypothetically Giuliani was the next head of the Department of Justice, Giuliani was the next Attorney General.
Ben Shapiro
(01:35:46)
How would he be confirmed?
Destiny
(01:35:49)
Well, I’m not entirely sure because so much of the Republican party, despite feeling like they don’t support Trump when it comes time to actually back him in Congress-
Ben Shapiro
(01:35:56)
Also, I would have to check whether he would be barred by a criminal conviction from holding… I don’t know the answer to that.
Destiny
(01:36:02)
Sure. Well, yeah, especially with the 14th Amendment. We’re figuring out a lot of this right now. Yeah, but I mean, say if not Giuliani, say if there are any other number of insane people that Trump could theoretically put on his side of the Government that wouldn’t tell him no next time, because there were a lot of people that rebuked him. There were Republicans in a lot of the states. Right? Raffensperger is one of them. There were Republicans in his own administration. You’ve got Rosen. You’ve got Barr. There was his own Vice President. But theoretically next time, and I feel like last time going in, I’m going to do a little bit of mind reading and macro… Maybe you’ll agree, maybe you’ll disagree.

(01:36:35)
I think that Trump kind of thought… One, I don’t think Trump knows much at all about how the Government works. I think we probably agree with that. I think Trump probably thought that if he had people that were at least in his party and kind of camp, that they’ll basically do whatever needs to be done to give him what he wants, and with no respect for process. But now that he sees that, well, it’s not enough to just have allies; I need people that are fiercely alleged to me, would we not be worried that a guy that tried to essentially steal the election for real wouldn’t try to pick people that would be more amenable to his plans in the next administration?
Ben Shapiro
(01:37:04)
I believe in the checks and balances of American Government. I believe they worked on January 6th. So if you’re asking me, do I think that Trump has bad intent or could have bad intent with that sort of stuff, sure. Do I believe that the guardrails held and will continue to hold? Also sure.
Destiny
(01:37:18)
So if somebody was running and they blatantly said, “I…” I don’t want to use the fascist word, but if they said, “I want to be an authoritarian, I’m going to abolish all elections,” you would say, ” Sure, he’s saying that, but I don’t think he can actually do it. So it’s okay if he runs for President.” You don’t care at all as long as you feel like the guardrails [inaudible 01:37:36]?
Ben Shapiro
(01:37:36)
I mean, I might prefer other candidates, but I think that also one of the things that you do is that politicians… Again, this would be an exceptional circumstance, but politicians constantly make promises about the things that they’re going to do and then don’t fulfill, and we tend to take those out in the wash, meaning that, if I promise that day one, as Donald Trump has pledged to do that, he’s going to deport literally every illegal immigrant into the country, do I think he’s actually going to do that? I mean, I really highly doubt it. He didn’t do it last time he was in office. There are many examples of this.
Destiny
(01:38:03)
I agree.
Ben Shapiro
(01:38:04)
Here’s my question. Do you think the guardrails are going to fail to hold?
Destiny
(01:38:07)
I’m not sure.
Ben Shapiro
(01:38:08)
Really?
Destiny
(01:38:09)
Yeah, because I think the issue is one, when it’s election time, Republicans are spineless in office, and I don’t know how many congressmen would support what he wants just because they want to win reelection or because they think it’s inevitable anyway.
Ben Shapiro
(01:38:20)
I mean, I think that one of the things that happened in 2022 is Democrats ran directly on this platform, and a bunch of Republicans who were running on this platform. Literally every Secretary of State who ran on the Donald Trump, we should deny elections platform, lost in every state.
Destiny
(01:38:33)
Sure, but are there Republicans that have been-
Ben Shapiro
(01:38:34)
A great way to lose local office is this.
Destiny
(01:38:36)
Sure, but I mean, look at what happened with like Kinzinger and Cheney, right, who were very staunchly anti-Trump after J6 for that select committee, right? Kinzinger even run again, and Cheney lost her election by I think the widest margin that anybody has ever lost an election ever, in the history of all of US politics.
Ben Shapiro
(01:38:54)
Right, yeah. People who were not yet born voted against her, yes.
Destiny
(01:38:54)
Yeah. I guess it’s a surprising position to me for me, if we’re looking at principled stances of Government, the idea that a man who has… and I think we both agree on this, that Donald Trump’s only allegiance is to Donald Trump, right? We agree on that. The only thing he cares about is Donald Trump.

Abuse of power

Ben Shapiro
(01:39:08)
I don’t think it’s the only thing he care about it. I think it’s certainly the largest thing he cares about.
Destiny
(01:39:10)
It’s the largest thing he cares about, right?
Ben Shapiro
(01:39:10)
Sure.
Destiny
(01:39:11)
So you’ve got a man who only cares about himself.
Ben Shapiro
(01:39:14)
Welcome to politics. I mean, it may more-
Destiny
(01:39:16)
But that’s not even-
Ben Shapiro
(01:39:16)
It may be more with Trump, but it’s certainly not unique to Trump.
Destiny
(01:39:19)
I think that the issue with Trump too though is I think he’s even a threat to the Republican party in which I think… I think you would mostly agree with me, maybe not overall, but on every individual point. Trump picks bad candidates. He has no concern for the future of the Republican Party. For instance, I think there is a chance… I don’t think it’ll happen because of the polling looks now, but if Trump didn’t get the nomination, I think Trump would say, screw it and run as an independent because he thinks he can win or whatever.
Ben Shapiro
(01:39:41)
I doubt that he would do that, but theoretically-
Destiny
(01:39:44)
It’s possible.
Ben Shapiro
(01:39:45)
Yeah. I mean, again-
Destiny
(01:39:45)
He was really content to throw Georgia… the two runoff elections under the bus because Raffensperger didn’t support him for the election stuff.
Ben Shapiro
(01:39:52)
What is all of this in serVice of? What’s the generalized argument that you’re making. I’ll go back to my question.
Destiny
(01:39:58)
[inaudible 01:39:58]-
Ben Shapiro
(01:39:58)
Do you think if Trump wins, there will be no more elections?
Destiny
(01:40:02)
I don’t-
Ben Shapiro
(01:40:03)
Put a percentage on it. What percentage do you think that that’s a reality, that if Donald Trump becomes President-
Destiny
(01:40:06)
Comes general Trump wins, I think there is a 100% chance that he will try to prevent the peaceful transfer of power. In terms of would he succeed-
Ben Shapiro
(01:40:12)
I can guarantee you he will not do that.
Destiny
(01:40:14)
Why is that?
Ben Shapiro
(01:40:14)
Because he’s in the second term and he’s no longer eligible, and he will believe he won and he will leave.
Destiny
(01:40:17)
But hasn’t Donald Trump himself joked about running for a third term?
Ben Shapiro
(01:40:20)
That’s not-
Destiny
(01:40:21)
I think that having a third term-
Ben Shapiro
(01:40:22)
What has Donald Trump not joked about? I mean, for god’s sake.
Destiny
(01:40:25)
Okay, hold on. Here’s another-
Ben Shapiro
(01:40:28)
If you want to prevent him from creating a revolution, you probably should actually just appoint the President and he can’t run again, so…
Destiny
(01:40:32)
Here’s another broad argument that I don’t like in favor of Trump, and this was brought up earlier in terms of we talk about not grading Presidents on a curve, but then earlier we said we take Biden’s rhetoric seriously-
Ben Shapiro
(01:40:40)
No, I totally grade Trump… No, I 100% grade Presidents on a curve. Are you kidding?
Destiny
(01:40:43)
Oh, okay. Well, then I feel like-
Ben Shapiro
(01:40:44)
I grade pretty much everybody on a curve.
Destiny
(01:40:44)
I feel like-
Ben Shapiro
(01:40:45)
I don’t treat my seven-year-old the same way that I treat my nine-year-old. And I don’t treat Trump the same way I treat Biden.
Destiny
(01:40:49)
Sure, but I don’t like that it feels like we’re treating Donald Trump like a seven-year-old or a nine-year-old. I think we should treat him like the President of the United States. I don’t think having a President that has taken concrete steps to prevent the transfer of power, which he did with the electorate sham, which he did with Pence, and which he did with trying to capitalize on the J6 violence. A President that’s taken concrete steps towards coup-ing the Government essentially. I don’t know why that guy, we’d say, “Well, it’s Trump, he does Trump things. The guardrails held. They’ll probably hold next time. Let’s throw him in.”
Ben Shapiro
(01:41:11)
I mean, when we say we shouldn’t, do you mean that he should be actually barred from office?
Destiny
(01:41:15)
I’m just talking about support form. I don’t even think Republicans should support Trump. You lose your incumbent advantage. The guy’s obviously self-destructive. He’s destructive to the political party itself.
Lex Fridman
(01:41:24)
Do you think he should be on the ballot? You think there’s a case to be made to remove him from the ballot?
Destiny
(01:41:30)
I think there’s a case to be made, but man, the phrasing… For as much as our Governmental founding fathers and everybody else wrote nice amendments and wrote nice in the Constitution, some of the phrasing is very, very, very… And the section three, the not requiring any type of actual conviction, I don’t have a strong feeling on it. I will say I’m very interested in reading the majority opinion from the Supreme Court. I seriously doubt the Supreme Court is going to uphold that States should be able to decide if they leave him off the ballot or not. I think for the political future of the United States, it’s probably not healthy that the leading opposition candidate is now going to be barred from the ballot. It’s probably not healthy for us, because then what-
Ben Shapiro
(01:42:08)
You want to talk about threats of democracy, that would be a pretty serious one, applied across the board by-
Destiny
(01:42:13)
It would be. However, that threat to democracy was earned by Donald Trump and the conservatives that supported him. I think conservatives made a dangerous gamble when they threw Trump into office, and now all of the fallout from that is something that we all as Americans have to deal with.
Ben Shapiro
(01:42:25)
I mean, I think that the unprecedented legal theory that a state can simply bar somebody from the ballot in an informal way, believing that he’s, quote, unquote, an insurrectionist is pretty wild. I mean that is-
Destiny
(01:42:36)
We can say it’s pretty wild, but there is an amendment in the Constitution, the 14th Amendment, that says that if they have engaged in this, they shall not be, or you shall… I don’t remember the phrasing because it doesn’t require conviction, but it’s a self-executing, arguably thing.
Ben Shapiro
(01:42:47)
If we’re getting into constitutional law, I mean there are a number of provisions that suggest that this is, number one, not self-executing. I mean, minority opinions in the Colorado Supreme Court case are pretty thorough. The number one contention, which is that this is not self-executing because other elements are not self-executing, that ignores subsequent actual law that happened. I mean, the Congress passed a law, for example, in 1872 defining who was an insurrectionist, who is not an insurrectionist for purposes of elections. In 1994, Congress passed a law that specifically defined insurrection as a criminal activity so that somebody could theoretically be convicted of insurrection and therefore ineligible to run for office.

(01:43:20)
It is unlike, say, the analogs that are used by the majority opinion, like age. Obviously this is not the same thing. We can all tell what somebody’s age is by looking at their birth certificate. I can’t tell whether somebody’s an insurrectionist without any reference to a legal statute or definition of the term.
Destiny
(01:43:34)
I would also be careful with that because remember, one of Trump’s first big political actions was challenging Obama’s birth certificate.
Ben Shapiro
(01:43:40)
And I thought that was dumb at the time, but in any case…
Lex Fridman
(01:43:43)
I like that you both said, 100% chance that Trump will try to go for third term and 0% chance, which statistically-
Ben Shapiro
(01:43:50)
Third term? He’s done, man. Are you kidding?
Destiny
(01:43:51)
He would want to.
Lex Fridman
(01:43:51)
But try.
Ben Shapiro
(01:43:52)
Trump’s going to walk around, hands up high. He’s going to be like, “I’m a two-term President. I’m the only President since Grover Cleveland…” He wouldn’t know, but since Grover Cleveland who served two non-consecutive terms. I kicked Joe Biden out of office and I kicked Hillary Clinton out of office. Dude would be… he’d be living large. Are you kidding? He doesn’t want the presidency anymore after that.
Destiny
(01:44:06)
I think it’s scary that Donald Trump… It feels like for all of the accusations that are made sometimes against Democrats, like Biden is ordering Garland to investigate Donald Trump and blah, blah, blah, it seems like Donald Trump would actually do that with his DOJ. Would give them orders.
Ben Shapiro
(01:44:21)
He didn’t. He didn’t. He didn’t do it with his DOJ.
Destiny
(01:44:22)
Well, he kind of did though, right? So for instance, with Jeffrey Clark, Jeffrey Clark went to Rosen and Donahue and said, “Hey, listen, I need you guys to sign off on a letter that we’re going to use, essentially to bully states into overturning their elections by saying we found significant election fraud.” And part of that threat was Jeffrey Clark saying, “Listen, if you’re not going to do it, Rosen, Trump’s going to fire you and just make me the acting attorney general.” That was the threat that he carried, and I think Trump repeated that threat in a meeting later on that was only rebuked when I think like half the White House staff said, “If you do this, we’re resigning.”
Ben Shapiro
(01:44:53)
Okay, so that’s a slightly different topic because now you’re getting into all the election shenanigans and all of this, but-
Destiny
(01:44:57)
Sure. I’m just saying he threatened to fire his acting attorney general if he wouldn’t carry the same platform essentially. If Trump could order his DOJ to do something, would he? It’s not beyond the pale for him, right?
Ben Shapiro
(01:45:08)
It’s not beyond the pale for him to order them to do it, and then it’s not beyond the pale for them to reject him doing that, which is the story of his entire administration-
Destiny
(01:45:12)
I agree.
Ben Shapiro
(01:45:13)
… whereas Joe Biden orders his DOJ to do things and then they just do them.
Destiny
(01:45:15)
Well, we can get into the specifics there. It-
Ben Shapiro
(01:45:20)
This is one of the big problems that I have with… I mean, for example, all the talk about Trump tyrant, Trump executive power… I mean, Joe Biden has used executive power in ways that far outstrip anything that Donald Trump-
Destiny
(01:45:29)
Every President has been stretching and stretching and stretching executive power. That’s-
Ben Shapiro
(01:45:33)
Joe Biden has gone well beyond anything Trump even remotely attempted to maintain via just pure executive power. And actually Trump’s use of executive power is nowhere near even what Obama’s was. Obama used executive power [inaudible 01:45:44] ways.
Destiny
(01:45:43)
I mean, Trump’s inability to get border policy passed literally had him using executive power to march the military down to the border to do border policy. I mean-
Ben Shapiro
(01:45:51)
I mean, Joe Biden literally used the Occupational Safety and Hazard Administration to try to cram down vax mandates on 80 million Americans. That’s insane.
Destiny
(01:45:59)
Sure, but why can’t-
Ben Shapiro
(01:46:00)
He literally said, ” I cannot relieve student loan debt,” and then tried to relieve hundreds of billions of dollars in student loan debt.
Destiny
(01:46:05)
Yeah, but what happened to that?
Ben Shapiro
(01:46:07)
It got struck down by the Supreme Court, and then they still did it. They still did it. Biden brags about it. He brags about having relief [inaudible 01:46:13].
Destiny
(01:46:14)
For what he was able to relieve, which I think were related to particular types of student loan debt. But I’m just saying that well, the guardrails are holding with Biden as much as they’re holding with Trump. The only difference is that once Biden exhausts his executive power, he’s not running around lying to people or trying to extort people or trying to and concoct insane schemes.
Ben Shapiro
(01:46:31)
Well, I mean, here’s the way I would think of this. Think of the guardrails holding as the filter, meaning the coffee is in the filter. What you want is going to get through and all the stuff that the guardrails prevent the other stuff from getting through. Now the question becomes what liquid are you pouring into the filter? Meaning if the filter exists, if the guardrails hold, and if Donald Trump can’t steal elections, what’s the policy that comes through the other end of the filter? The policy I get from Donald Trump on the other end of the filter is a bunch of stuff that I like. The policy that I get from Joe Biden on the other end of the filter is a bunch of bullshit I don’t. So that’s the basic calculation.
Destiny
(01:47:01)
Okay, so then the idea is essentially that Donald Trump’s rhetoric is insane, but we don’t care. Donald Trump would probably try to steal an election if he could, but he probably won’t be able to.
Ben Shapiro
(01:47:11)
He’s not going to do it again. I told you. He’s not-
Destiny
(01:47:14)
You don’t think he has any… Why not?
Ben Shapiro
(01:47:16)
Because he won’t be eligible to be on the ballot in… I mean, by the way, you want to talk about 14th Amendment? That’s where the 14th Amendment applies. Okay? That’s where it actually applies, meaning he’s not qualified to be on the ballot in 2028 if he’s the President of the United States. States can literally, in self-executing fashion, take him off the ballot. Just like he’s passed the age of 35, once you have been President two times, you’re no longer eligible to be President of the United States.
Destiny
(01:47:39)
Why-
Ben Shapiro
(01:47:39)
Then you actually have a strong case to keep him off the ballot.
Destiny
(01:47:42)
Yeah, but why would the 14th Amendment stop him if he thought Vice President Pence could unilaterally decide the outcome of the election?
Ben Shapiro
(01:47:48)
When he’s not on the ballot? So now your theory is that he’s going to get re-elected, and then in 2028, he’s not even going to be on the ballot and he’s going to direct his new Vice President, Kerry Lake, to simply declare him President of the United States when he has not been on a ballot?
Destiny
(01:48:02)
I don’t know what the scheme would be. I think we can kind of laugh and say there’s no scheme we could even concoct, but I think that-
Ben Shapiro
(01:48:08)
Macho, like with the machine gun, he’s going to walk into the-
Destiny
(01:48:10)
I think the issue though is that the idea of electing another President that has tried to circumvent the peaceful transfer of power using extralegal means and then pretending like we can’t concoct a single scheme that he could try to circumvent other legal processes to have a third term or to have a longer term or to install who he wants as the next President… When a person has already shown you who they are and when every single person around him agrees with that, when every single person that’s worked with him, save for, what? Sydney Powell, Eastman and Giuliani, which I don’t think anybody would want to throw their lot in with those three, it just seems wild to me that we would say like, “Yeah, we’re just going to go ahead and trust this guy with another term or President, but he can’t run for a third term, so it’s fine,” when there’s like 50 million other things he could concoct-
Ben Shapiro
(01:48:50)
I’ll make you the case that if you want him not to make election trouble, you should elect him President in the next election cycle, and then he will be ineligible.
Destiny
(01:48:56)
Okay. I find that be a wholly unconvincing argument, but okay.

Wokeism

Lex Fridman
(01:49:00)
Well, recently in the news, the Presidents of Harvard, Penn and MIT failed to fully denounce calls for genocide, and that rose questions about the influence of DEI programs at universities. And so maybe either looking at this or zooming out more broadly at identity politics at universities or identity politics, wokeism in our culture, how big of a threat is it to our culture to Western civilization, Ben?
Ben Shapiro
(01:49:30)
So obviously I’m going to say it’s a huge threat. The reason that I think this is a huge threat… I want to give a definition of wokeism because people are very often accused of not using wokeism properly or believing that it’s sort of a catchall phrase. I don’t think it’s a catchall term. I think that wokeism has its roots in postmodernism, which essentially suggests that every principle is a reflection of underlying structures of power, and that therefore any inequality that emerges under such a system is a reflection, again, of that structure of power.

(01:50:01)
That used to be applied in sort of Marxist ways, the suggestion being that economic inequality was the result of misallocation of power in the structure preserved by an upper crust of people who wanted to cram down exploitation on people. That was sort of the Marxist version of postmodernism, and that got transmuted into sort of a racial version of postmodernism in which the systems of the United States are white supremacist in orientation, and are perpetuated by a group of people who are in fact in favor of the preservation of white power and white supremacy. That is the generalized theory of Critical Race Theory as proposed by, for example, Jean Stefancic and Richard Delgado in their book on Critical Race Theory.

(01:50:41)
That has taken a softer form that we refer to as DEI. The key in DEI is the E, meaning equity. So equity is a term that does not mean equality. People mix it up. Equality is the idea that we all ought to have equal rights, that we all ought to be treated equally by the law. Equity is the idea that if there is an inequality that emerges from any system, it is therefore due to discrimination, and the best way to tell whether somebody has been victimized is by dint of their race, and we can tell whether you’re a member of an oppressed group or an oppressor group by the intersectional identity that you carry, and by the nature of your group’s success or failure predominantly along economic and power lines in American life.

(01:51:22)
This means that if one group is predominantly successful economically, they must be a member of the victimizing class, and the only corrective for that would be, as Ibram X. Kendi likes to suggest, effectively anti-racist policies, racism in the serVice of destroying racism. That you’re going to have to in order to correct for discrimination that’s baked into the system. That’s incredibly dangerous. It leads to a victim-victimizer narrative that is unhealthy for individuals and terrible for societies. It relieves people of individual responsibility and it destroys the very notion of an objective metric by which we can decide meritocracy and meritocracy is the only system human beings have ever devised that has positive externalities in literally any area of life.

(01:52:06)
Every other distribution of wealth, power done along other lines that is not having to do with merit, has negative externalities. Every system having to do with merit has positive externalities because presumably the most effective and useful people are going to succeed under those systems. That’s the very basis of a meritocracy. And the externalities of that mean that other people benefit from the meritorious and excellent performance of those people.
Lex Fridman
(01:52:29)
Maybe it would be good to get your comments… your old stomping ground Harvard. Do you think the President Harvard should have been fired, forced out-
Ben Shapiro
(01:52:37)
I mean, I think she should’ve been fired not over the plagiarism allegations. I think she should have been fired based on her performance just at that congressional hearing. If the word black had been substituted for Jew in that statement by Elise Stefanik, that she was asking about-
Destiny
(01:52:51)
Or trans.
Ben Shapiro
(01:52:52)
… or literally any other minority in America, maybe with the exception of Asian, then the answer would’ve been very different coming from Claudine Gay. With that said, I don’t think the firing of Claudine Gay really accomplishes very much. Did she get what she deserved? Sure. Does that mean that the underlying DEI equity-based system has been in any way severely damaged? No. I think that this is a way for universities, this is true for McGill and Penn also, to basically throw somebody overboard as the sacrifice to maintain the underlying system that continues to predominate at American universities where they spend literally billions of dollars every year on DEI initiatives and diversity hires and diversity administrators and all of this.

(01:53:31)
I mean, one of the costs of education escalating is in the massive administrative function that is now undertaken by universities, as opposed to teaching and cost of dorms and such.
Lex Fridman
(01:53:42)
You guys probably agree on a lot of this, right?
Destiny
(01:53:44)
Kind of. Maybe, yeah. I don’t know what makes things do this, but it feels like we can never have a good thing and then have it end as a good thing. Things always get taken to their extreme, and then we have to fight on those extremes. I would argue that… Back in my day, we called it SJWs, Social Justice Warriors, before it became woke. I think it was like 2013 onwards, whatever. There are aspects to wokeism that I think are good. Like I like the additional representation that we have in media now. I like how, as much as people complain about the internet and how it’s regulated, that there are way more groups that are represented on the internet, whether we’re talking X, the platform formerly known as Twitter, or Facebook or whatever. Or whether we’re pushing women’s achievements in school and in the wider workforce. I think that these are all good things.

(01:54:31)
The issue that you run into is people don’t ever have a stopping point, and I think people kind of get lost in this woke-for-woke-sake thing where we start to see these very weird workings of these academic, I guess, arguments that are used for really horrible things. So for instance, I think that you can talk about in the United States, things like white supremacy or things like Oppression or certain demographics, especially with Jim Crow laws and pre-Jim Crow, and you can even talk about effects from that.

(01:54:58)
But then when you run into this weird world where we’ve kind of worked these things so that not only is white supremacy still as present today as it ever has been, well actually black people and other minorities can’t even be racist. They don’t have the power to, because we’re going to use a different definition of racism and we can only talk about punching up as opposed to punching down. And then we’re actually going to say it’s totally okay for these people to say or do whatever they want, and it’s never bad. But white people, who have always been the oppressors, even if you’re like a trailer park guy whose family’s addicted to meth, you have all this privilege, etc, etc.

(01:55:24)
I think that you run into these issues where woke ism, it starts off as a really good idea and I would argue has achieved really good things, especially in regards to women’s education and everything, and then it just gets so academia-ized… There’s a word there, academic, whatever, where you take something and you put it into school too much and then it comes out as some Frankenstein cancer baby of horrible things, such that today when I’m reading stuff, and I know Ben is the same way, if I even hear somebody say the word anti-racism, I’m probably ignoring every other thing you have to say.

Institutional capture


(01:55:50)
If you utter the word like colonial anything, I’m probably going to say you probably don’t have anything good to say. Yeah, a lot of it has just taken way too far. But you know what I will blame on some of this is I will blame conservatives for some of this-
Destiny
(01:56:00)
But you know what I will blame on some of this is I will blame conservatives for some of this because I think one issue that happens, and I think Ben might even agree with me here too, is I think there’s two huge problems that have happened in the United States I think broadly speaking is that, one, we become more different than we ever have been. And, two, we become more similar than we ever have been. And when I say this, what I mean is like we’re splitting off into these groups and then these groups are enforcing this insane homogeneity between these two separate groups. I think one of these schisms has been conservatives’ reluctancy to participate in things related to higher education.

(01:56:33)
For a long time, conservatives are saying, oh, the educational institutions are against us. Rush Limbaugh talks about how evil the colleges are and blah, blah, blah. And then what happens is conservatives are less and less willing to engage in them. So then you get this scenario or this environment where everybody that’s engaged in academia on the administrative side are fucking insane. They’re even more so to, and I also want to draw a distinction between the administrators and the faculty because oftentimes when you’re reading story after story after story of all of these insane admins that are pushing further and further left, usually the faculty is fighting against it. A lot of the tenure professors, a lot of people in their departments are saying, hold on, well, we actually don’t agree with this.

(01:57:09)
But I feel like, because conservatives for so long have demonized these institutions rather than critically evaluated them and tried to have honest critique and engagement, that they’ve just completely broken off. And when you only have a bunch of lefties or righties together, all they’ll do is they veer off even more into their insane directions. I feel like that’s a big problem that we’ve run into in the country to where conservatives have totally broken off some conversations, broken away from where they won’t participate in them anymore, and then the people that you have left just run as far to the left as possible.
Ben Shapiro
(01:57:39)
Certainly when you look at certain institutions, I think that one of the things that people on both sides of the aisle are constantly looking at is has the institution suffered such capture that there is just no capacity to fix it? And when you talk about the universities, I’m not going to blame conservatives for the failure of the universities because they haven’t been present in major positions at universities since effectively the late 1960s. You can go read Shelby Steele’s work on this where he talks about how he used to be, he’s now a conservative black person. He was a liberal black person at the time. He was actually quite a radical black activist at the time in the ’60s. And he talks about walking into the office of liberal administrators who were largely on his side with regard to civil rights, and being a radical, him claiming that the systems of the university were inherently broken, were inherently wrong, unfixable.

(01:58:24)
And he talks about this, it’s a very evocative episode where he’s talking about how he’s smoking, and as he’s smoking, the ash is growing more and more, and the ash falls down on this very expensive carpet. And the president of the university who’s listening to him rant and rave, Shelby Steele says, “I thought he was going to say something about this. I mean, I was wrecking a thousand dollar carpet in his office being a jackass, and instead, I could see him wilt inside. I could see him collapse. He didn’t have the institutional credibility or sort of the spiritual strength to just say, ‘Listen, I agree with you on some of these things, but you’re acting like a jackass.'” And what you see in the late 1960s and early 1970s is in fact the collapse of these institutions to the point where, by the time I was going to college, there was this radical disproportion between conservatives and liberals.

(01:59:08)
The problem is that when it comes to a system like the universities, basically you have to separate the universities off into two separate categories. One is STEM, where the universities are still pretty damn good. American universities, when it comes to STEM, are still leading universities in the world. Harvard’s main creations these days are coming from actual hard science field. Then you have the liberal arts field in which you basically have a self-perpetuating elite because that’s actually how dissertations work. If you have somebody who’s very far to the left and you decide that you’re going to write a dissertation on the history of American gun rights, the chances that that is going to be approved by your dissertation advisor are much lower than if you happen to write something that tends to agree with the political positions of your dissertation advisor. Now, listen, I think there are open and tolerant professors, even in the liberal arts at these universities.

(01:59:48)
I went to these universities. I went to UCLA, I went to Harvard Law School. When I was at Harvard Law School, one of my favorite professors was Lani Guinier. Lani Guinier, they tried to appoint her, I believe, Secretary of Labor under Clinton. And she was too liberal and she got rejected. So she was like a full- on communist. By the time I went there, she was great. We had debates every day. It was wonderful. She used to write me recommendations for my legal jobs. After we left, Randall Kennedy, I don’t agree with him very much. Randall Kennedy was terrific professor. There are some professors who are like this. Unfortunately, there tends to be, in these echo chambers, more and more ideological conformity that is rigorously enforced, and it is by left on left. So, for example, when I was at Harvard Law School, the president of the university was another president who ended up being ousted, Larry Summers.

(02:00:26)
Larry Summers had been the Secretary of Treasury under Bill Clinton, and he made the critical error of suggesting that perhaps the dearth of women in hard sciences in prestigious positions was due to possibly two factors that people were refusing to talk about. One was the possibility that women actually didn’t want to be in hard sciences at nearly the rates that men do, which happens to be true. And, two, was the distribution of STEM IQ, which is something that you certainly were not allowed to talk about. The idea that the men’s bell curve when it comes to IQ, particularly on STEM subjects, tends to be shallower than the women’s bell curve. So when you get to the very end of the bell curve, what you tend to see is a lot of really dumb guys and a lot of really smarter guys.

(02:01:01)
And so when you’re talking about the top universities, maybe that has something to do with the disproportion. And he’s trying to explain that to say that our systems are not discriminating if we end up with more men than women, maybe more men are applying and more men are qualified. That’s quite a… He was ousted for that by a left-wing faculty and general alum network at Harvard University. There’s a lot to blame conservatives for surrendering the playing field. I totally agree that conservatives should not have surrendered the playing field in some institutions. Colleges were surrendered a lot earlier than 20 years ago. They were surrendered in the late 1960s, early 1970s.
Destiny
(02:01:32)
I think that, a couple of things. One of the big issues that I have with this, I don’t know if we call it era of Trumpism or populism, is this total disregard for institutions and this disconnect from participation in the system. So it’s one of the big things that I fight with progressives about, who cares because they’re all 20 years old, they don’t vote anyway. But it’s another thing that I noticed with a lot of people that are Trump voters, Trump fans, or whatever, is this idea where we say, this institution is irrevocably destroyed, it’s irredeemable, it can’t be saved. Nothing that we do can fix it. And I think that what that leads people to doing is, one, they disconnect further.

(02:02:08)
And then, two, there’s a general hopelessness when it comes to how society is ran or structured, such that you fall into that populist brain rot of the only person that can save me is Donald Trump. I can’t trust literally anything. And I think that when you start driving people into that direction, all it does is it further amplifies all the problems that you’re complaining about. So that’s one of the reasons why when we talk about conservative participation, I want there to be more conservatives that are trying to participate in academia. But I feel like the leading thought or the leading speaking out against it is basically saying it’s a waste of time. It’s completely lost.
Ben Shapiro
(02:02:38)
So I think that the alternative to that is that you are seeing on the right a growth of, for example, alternative universities, saying-
Destiny
(02:02:44)
Yeah, but this is the worst thing.
Ben Shapiro
(02:02:45)
No, I don’t think so at all. I think competition is a great way of incentivizing some change on behalf of universities that may have forgotten that there’s an entire another side of the aisle in the United States, meaning-
Destiny
(02:02:54)
No shot. I don’t believe. I don’t think even you think that.
Ben Shapiro
(02:02:56)
So first of all, first all, let me be clear.
Destiny
(02:02:57)
Go ahead.
Ben Shapiro
(02:02:59)
I think the entire educational system at the upper levels, if you’re not in STEM, is a complete scam. I think it’s a complete waste of money. I think it’s a complete waste of time. And I think that it’s all it is is a formalized, very expensive sorting mechanism for people of IQ. That’s all it is. People take an SAT, you go to a good school, you take four years of bullshit. I know. I did it at UCLA. And then, we analyze based on your degree where you should go to law school. I could have gone directly from high school to law school with maybe one year of training, and then done one year of law school, and been done. Okay. The reality is that this is a giant scam, and this is, again, it’s a bipartisan problem, but it’s just a generalized problem. You want to talk about things that hurt the lower classes in the United States? The bleeding of degrees up is so wild and crazy. There’re so many jobs in the United States that should not require a college degree that we now require a college degree to do because there was this weird idea that came over Americans where they mistook correlation for causation. They would say, oh, look, people who go to college are making more money than people who don’t go to college, therefore everyone should go to college. Well, maybe the reason is because people who are going to college were better qualified for particular jobs because, on average, not all the time, but on average, a lot of those people were smarter and making more money because of that. And so all you’ve done is you’ve now created these additional layers of stratification. So a person who used to be able to get a job with a college degree now has to have a postdoc degree in order to go get that degree.

(02:04:10)
A person who used to be able to just graduate high school, now it’s de facto, you got to go to JuCo, and then you got to go to college, or nobody’s even going to look at your resume. It’s really, really terrible for people who can’t afford all of that. It’s led to this massive increase in educational cost that is inexplicable other than this particular sort of bleed up. And by the way, federal subsidies for higher education, again, one of my problems with federal subsidies for higher education, I’d love for everyone to be able to go to college if qualified to do so and if it is productive. But one of the things I did when I went to law school is I took loans because a bank said I was going to get my money back if I got a law degree from Harvard. But you know when you’re not going to get your money back? If you’re a bank, you’re not going to lend to some dude who wants to major in Art Theory because is that a good bet? There’s no collateral.

(02:04:50)
If I give a loan for a house, I can go repossess the house. How do I repossess your garbage college degree from UCLA? There’s no way to do that. This is the broader conversation about education in general. I think the educational system is cruising for a bruising, and I think all that’s necessary for it to completely collapse on the non-STEM side where you actually learn things is for people who employ to simply say, give me your SAT score and I will hire you for an apprenticeship directly out of high school. That it would cut out so much of the middleman. But as far as the general point that you’re making about institutions, I may disagree on the education and how far it’s gone. In general, I agree with you. So in general, I agree. And, I guess, to use my favorite longest word in the English language here, I would consider myself in many cases an anti-disestablishmentarianist.
Lex Fridman
(02:05:34)
Nice.
Ben Shapiro
(02:05:35)
See that? I like to drop that because if you’re an establishmentarian, that means you like the establishment.
Destiny
(02:05:39)
The opposite is disestablishmentarianism.
Ben Shapiro
(02:05:40)
Disestablishmentarianism, right? So I’m an anti-
Lex Fridman
(02:05:41)
Can you say that word, Destiny?
Destiny
(02:05:42)
That’s the one we all learned growing up, anti-disestablishmentarianism.
Ben Shapiro
(02:05:44)
There you go.
Destiny
(02:05:45)
The longest word in the dictionary.
Ben Shapiro
(02:05:48)
And so he is also. But I think-
Destiny
(02:05:48)
Then some candidate group say, what about supercalifragilisti- and then you’re-
Ben Shapiro
(02:05:50)
What about [inaudible 02:05:51]?
Destiny
(02:05:50)
Or the science terms.
Ben Shapiro
(02:05:53)
Exactly.
Destiny
(02:05:53)
Or what about the 7,000 letter thing that’s from part of biochem.
Lex Fridman
(02:05:56)
I got my education in the Soviet Union, so we just did math. Didn’t learn any of this.
Ben Shapiro
(02:06:00)
That’s why you’re a useful person.
Destiny
(02:06:02)
Soviet Union Math. Was that one plus one, how to make that equal three?
Ben Shapiro
(02:06:04)
We know long words, and he streams on the internet, and I talk for a living, so anyway. But the point is that I don’t disagree that there is a general populist tendency on all sides of the aisle to look at the institutions and then throw them overboard. I think that some of that is earned by people who are in positions of power at institutions who have completely undermined the faith and credibility of those institutions. I think that you have to examine institution by institutions, which ones are salvageable and which ones are not. So I’m not a full anti-disestablishmentarianism. I’d be partially in that camp. There are certain institutions like higher education in the liberal arts that I think we may be better off without. And then there are certain institutions like, say, participation in American government where when people talk about we need a revolution, like, no, we don’t. That’s not a thing. We need an evolution. We need change. We can use the system. But I think you have to establish, you have to look at it industry by industry, just institution by institution.
Destiny
(02:06:58)
On that position, are institutions, do you think Biden or Trump would salvage you more?
Ben Shapiro
(02:07:01)
As far as the institutions?
Destiny
(02:07:02)
Yeah.
Ben Shapiro
(02:07:02)
I think the institutions in the United States at the governmental level are robust. I think the social institutions are fair.
Destiny
(02:07:06)
But I’m just curious on your general view of institutions, do you think Biden or Trump would salvage you more on how you view them?
Ben Shapiro
(02:07:11)
I mean, I think that, in rhetoric, Biden would, and then I think that he would tear out the face of the institution wearing it around like a mask, like Hannibal Lecter. I mean-
Destiny
(02:07:18)
Even though he resisted some people’s calls to pack the court and…
Ben Shapiro
(02:07:22)
Yes, because I think that his use of executive power was greater than that of Donald Trump. The power that he had, he used to greater effect than Donald Trump. Donald Trump, again, thrashed up against the sides of the box, but could not get out of it.
Destiny
(02:07:34)
For just real quick, because that answer went a lot farther than the initial question. But just on the real quick thing, the reason why I, again, my main problem that I feel like we have today in society is people are getting into their own bubbles. The idea of having conservative schools and liberal schools seems like the saddest thing in the world to me. I would want conservatives and liberals going to school together because I think these people need to interact with each other more, if for no other reason than to say that the other person is not an actual monstrous, horrible entity that wants to destroy the country.
Ben Shapiro
(02:07:59)
Listen, I think a classically liberal idea for many schools would not be a bad thing. I think it would be a good thing. I just wonder if that’s salvageable. And if it’s not salvageable, then the answer to that is to actually create alternative institutions.
Destiny
(02:08:08)
I feel like the biggest issue that we have is people are they sort into these different phantom worlds to where, even if you live in the same city, there are totally different worlds that exist between liberals and conservatives. And I feel like one of the big barriers to people understanding the other side, sometimes it’s just a little bit of information or a little bit of firsthand experience. So in terms of information, I’m sure you saw, I don’t know if this is a full-on study, but they were talking about how some huge percentage of students would change their mind on from the river to the sea when you told them what from the river to sea, actually-
Ben Shapiro
(02:08:36)
What the river was and what the sea was?
Destiny
(02:08:37)
Yeah. Or when you said like, what does a one state solution mean? A lot of them, such that the numbers went from 70% to 30% in terms of support would fall. And it wasn’t because you were doing a radical redefining their whole ideology. You were just giving them a little bit more information. And then something that I’ve seen on a firsthand level is when I go and speak or do debates at universities, sometimes I’m in very, very, very conservative areas. Some of my fans are trans. Having a trans person show up and talk to conservatives for a little bit, not in a speech, but just in a bar or a setting, a lot of them walk away. They’re like, oh, not every trans person is like this insane lunatic from Twitter that is a fucking, an actual crazy person. And then for some of my fans, when they hang out with conservatives like, oh, these guys are actually pretty friendly. I thought they would’ve all been homophobic, racist, transphobic, and evil, but they’re not. They’re just like normal people. I feel like we need more of that-
Ben Shapiro
(02:09:16)
I totally agree with that. Certainly.
Destiny
(02:09:17)
And I feel like on our social media platforms, on our algorithms, and our schools, I feel like we’re sorting harder and harder and harder, and any type of rhetoric that encourages the sorting is really bad and damaging. We need to continue to mix up. And there’s other things I wanted to talk about, but Lex is opening his mouth.
Lex Fridman
(02:09:31)
Destiny, the uniter. Wow.
Destiny
(02:09:32)
Like Biden. Not like Trump.

Monogamy vs open relationships

Lex Fridman
(02:09:36)
As we approach the end, let us descend into the meme further and further. Ben, you’re in a monogamous marriage. And Destiny, you’ve been mostly in an open marriage until recently. How foundational is marriage, monogamous marriage, to the United States of America? Can open marriages work? Are they harmful to society? Ben.
Ben Shapiro
(02:09:58)
Marriages are the single most important thing that people can do in the United States because the things within your control are easier to control than the things outside your control. People tend to think about big political change, obviously about things they can do to change the entire system, but the reality is the thing that you can do that best changes society is to get married and have kids and raise your kids responsibly. That is the single best thing that you can do. Can an open marriage work? I mean, I think that it depends on your definition of work. So in my version of work, the answer is no, because what you actually need in order to facilitate the healthy growing of a child is a father and mother who are committed to each other. All ideas about there being no emotional component to sexual activity are completely specious. That it is true for men, that it is for women, but it’s not true for either.

(02:10:41)
The idea of a full commitment to a human being with whom you genetically create children, which is typically how we’ve done it throughout human existence, is in fact the fundamental basis for any functional civilization. It allows for the transmission of culture and values. It allows for the transmission of beliefs and responsibility. And it gives the great lie to both, the communitarian lie, the atomistic individualist lie. The communitarian lie is that you belong to the giant community of man, which is not true because you have a family. And your allegiance should be and is naturally to the members of your family first. That’s how we learn, and then we expound that out.

(02:11:21)
And it also is a lie to the notion that we are all atomistic individuals with no responsibilities. We are born into a world of responsibilities. Everyone is born into a world of responsibilities, and rules, and roles. And those are good. And if we do not actually socialize our children that way, there will be, number one, no children. Number two, there will be no healthy children. Number three, there will be not the foundation for either social fabric, which is the real glue that holds together society or for a functional government. So, yes. Yes, monogamous marriage. I’m a fan. 15 years married, four kids. Yes.
Lex Fridman
(02:11:55)
Destiny, what do you think?
Destiny
(02:11:56)
I think that when we talk about relationships or marriage, I think something that’s really important is we have to talk about whether or not children are being discussed or not. Because I think once you introduce the child aspect, I think the style or the type of relationship that you do is going to become way more important than whatever exists prior to that. I would agree, for instance, in terms of what Ben is saying, that there is probably going to be some structure that is ideal for the care and the raising of a child. I think that having a child gives you a much bigger buy-in to society because now, all of a sudden, you care about a lot of things that you might not have before because not only do you exist in society, you can’t just run. Now you’ve got a child that exists there and you’ve got to ensure that everything functions smoothly, not just for you, but for that child as well.

(02:12:34)
And, arguably, although we’re getting into weird places I guess in the world now, children are the primary conduit for where you transmit cultural values and everything. The one kind of weird thing that we are coming up against, that we have been coming up against now for some number of decades and we’ll continue to is as societies progress, seems like people are having less children. And I actually don’t know 100% what the answer is to that question.
Ben Shapiro
(02:13:00)
I do.
Destiny
(02:13:00)
I’m sure you do. I mean, an implementable answer that works that we know we can get everybody on board with. It seems like, for a large part of human history, having children, and it still is, having children is awesome, and children are cool and children are magical and miraculous and all of this, but you didn’t really have much competing for your attention to have a child. When you hit a certain age and you started working, especially if you’re a woman, I mean, childbirth is kind of the next step. And then having a family, raising your children, and then doing that was kind of the next step. Nowadays, especially with women being able to work, especially with women having access to birth control, there’s a lot available in the world that’s competing for the interest of people that could otherwise be having children such that we’ve almost flipped it, such that, as Ben brought up earlier, wealthy people tend to have less children than not wealthy people, or unless you’re part of particular religious communities that push childbirth a lot.

(02:13:46)
I don’t know if I would say there exists a moral imperative on an individual to have children. I think that there’s a lot of interesting arguments down that path. I don’t know if we’re quite at the point yet where we need to say like, oh my God, we’re running out of people. We need to have more kids. I don’t think we’re quite there yet, but we are seeing weird demographic trends that are having big impacts on how countries are playing out. For instance, the fact that we have a disproportionately huge aging population that needs to be taken care of with medical expenses and everything, that vote in different ways than our younger population, and that when they die off, the way that society is going to look is going to be a lot different. I don’t actually have a, I’m not entirely sure what the future’s going to look like in terms of pushing people to have kids when every single industrialized country, as they become more industrialized, have fewer and fewer and fewer children.

Rapid fire questions

Lex Fridman
(02:14:29)
Rapid fire questions.
Ben Shapiro
(02:14:32)
My answer was go to church.
Destiny
(02:14:33)
Religion, yeah. I figured.
Lex Fridman
(02:14:35)
Well, we could talk about religion, but that’s not rapid fire at all. Let me ask, this is from the internet, does body count matter?
Destiny
(02:14:42)
Jesus Christ. You’re really bringing up the red pill stuff.
Lex Fridman
(02:14:47)
Are you avoiding answering?
Destiny
(02:14:48)
I mean, it’s totally, it depends on who you are. If you’re somebody that doesn’t care about it, it doesn’t. If you’re somebody that does care about it, yeah, it does, of course. Depends on the-
Ben Shapiro
(02:14:48)
The answer is yes.
Lex Fridman
(02:14:56)
Okay. Should porn be banned?
Destiny
(02:14:58)
No.
Ben Shapiro
(02:15:01)
If you could do it, yes. There is no benefit to pornography. It’s a waste of time and destructive to the human soul.
Lex Fridman
(02:15:10)
I can’t believe I’m asking this question. Is OnlyFans empowering or destructive for women?
Destiny
(02:15:17)
Jesus. These are rapid fire?
Lex Fridman
(02:15:19)
Yeah, just you can’t-
Destiny
(02:15:20)
I mean, it’s probably empowering for the ones that are making a lot of money off it. It probably feels disempowering for others that feel affected by the cultural norms set by women that do OnlyFans. There’s my rapid fire answer.
Ben Shapiro
(02:15:28)
It’s destructive to even the ones who are making a lot of money because when you degrade yourself to being just a set of human body characteristics that other people jack off to, it’s bad for you and it’s bad for them.
Lex Fridman
(02:15:38)
Is rap music…
Ben Shapiro
(02:15:40)
Absolutely.
Lex Fridman
(02:15:41)
Have you evolved on this or-
Ben Shapiro
(02:15:43)
Have I evolved on this? So again, I’m going to go to what’s the definition of music? My original argument about rap was that music involves the following three elements. Rhythm, melody, harmony. Rap typically involves maybe one of those. There maybe, maybe a melody, maybe sometimes. So it depends on the kind of rap. With that said, I could be convinced on this issue. But, listen, I’m a classical violinist. I mean, it’s how I was raised. I listen to Beethoven and Brahms and Mozart in the car with my kids. So is it comparable, is it in the same category as Beethoven, Brahms, and Mozart? I have a very hard time sticking it in the same category as that.
Lex Fridman
(02:16:23)
All right. You’re both world-class debaters, even public intellectuals, if I can say that.
Destiny
(02:16:31)
Jesus.
Ben Shapiro
(02:16:32)
[inaudible 02:16:32] real hard here.
Lex Fridman
(02:16:33)
I know. You both care about the truth. What is your process of arriving at the truth?
Destiny
(02:16:41)
I think it’s really important to, everybody will say that they’re objective and that they are nonpartisan. I think it’s really important to have mental safeguards for bad opinions. So, for instance, a couple of things that I’ll ask myself is for a particular debate that I’m having, can I argue convincingly both sides of the debate? If I can’t, I won’t bother having the debate because I realize that I’m probably too partisanly dug in if I can’t even represent an opposite argument here. Another question that you might ask yourself is like, well, what would it take to convince you out of a certain position? If you feel very strongly that Medicare for All is a good system by which to run the United States healthcare, and somebody says, well, what would it take you to convince you otherwise? If you can’t even fathom, well, what would it take to convince me otherwise, you’re probably too dug into a position.

(02:17:23)
So I think if you go through life saying, well, I try my best to be unbiased rather than saying, I try my best to be aware of my biases because the latter is more realistic and the former is literally impossible unless you’re a computer. So I think having actual mental practices that you engage in to try to counter some of the biases that you have is more important than trying to pretend that you’re free of all biases and then consuming all your media from one source.
Lex Fridman
(02:17:47)
Ben?
Ben Shapiro
(02:17:49)
I mean, I agree with a lot of that. I think that the easiest practical guide is read a bunch of different things from a bunch of different sources, and where they cross is probably the set of facts, and then everything else is extrapolated opinion from different premises. That’s sort of the short story. So read the New York Times and Breitbart, and they’re going to disagree on a lot, but if the core of the story-
Lex Fridman
(02:18:09)
And the Daily Wire.
Ben Shapiro
(02:18:10)
Certainly read the Daily Wire. If you read the Daily Wire and you read the Washington Post and there’s a nexus of the same thing, then you can pretty well guarantee that, at least, if we’re all blind men feeling the elephant, at least, if we’re all feeling the trunk, we know that there’s a trunk there. You may not know what the elephant is.
Lex Fridman
(02:18:26)
And if you’re feeling frisky, then watch Destiny as well.
Destiny
(02:18:31)
Thanks.
Lex Fridman
(02:18:31)
You’ve talked about having a conversation, debating Ben for a long time. What is your favorite thing about Ben Shapiro?
Destiny
(02:18:40)
My favorite thing about Ben Shapiro is, at least when we’re in election season, he’s very critical of his own party. I appreciate that. I feel like Ben generally tries to adhere more to the fact-based arguments than other conservatives that I listen to, which is something that I appreciate because it’s more fun to fight on the factual grounds of discussing things like foreign policy or whatever, rather than people that only inhabit the idealistic or philosophical grounds because they don’t want to learn about any of the facts. So I appreciate that.
Lex Fridman
(02:19:07)
Ben, you’ve gotten a chance to talk to Destiny now. What do you like about the guy?
Ben Shapiro
(02:19:11)
A lot of the same sorts of things, but it’s really fun to see how you do your process. That is a cool thing. That is a cool thing. And it’s a gift to the audience because, honestly, doing what we do, so much of what we do is sitting and reading and being behind closed doors and educating yourself and talking with people. But getting to watch you do it in real time is a really cool window into how people think and how people learn. So that’s a really neat thing.
Lex Fridman
(02:19:30)
Well, gentlemen, this was incredible. It’s an honor. Thank you for doing this today.
Ben Shapiro
(02:19:34)
Thanks a lot.
Destiny
(02:19:35)
Thanks for having me.
Lex Fridman
(02:19:36)
Thanks for listening to this debate between Ben Shapiro and Destiny. To support this podcast, please check out our sponsors in the description. And now, let me leave you with some words from Aristotle. The basis of a democratic state is liberty. Thank you for listening and hope to see you next time.

Transcript for Matthew Cox: FBI Most Wanted Con Man – $55 Million in Bank Fraud | Lex Fridman Podcast #409

This is a transcript of Lex Fridman Podcast #409 with Matthew Cox.
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Table of Contents

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Introduction

Matthew Cox
(00:00:00)
She found $40,000 in cash in my freezer one night. So she’s like, “What is going on?” So we have this conversation and I tell her, “Look, people are looking for me.” “Who?” “Law enforcement.” “Which ones?” “All of them.” She’s like, “For what?” I go, “Mostly bank fraud.” And she’s like, “Well, how are they not finding you? I mean, people know you like your general contractor,” which I met four months before, this guy, six months before, this one, two months before. She’s like, “So-and-so, so-and-so…” And I’m like, “Right. Right.” She’s like, “I mean, they’ve got your name, they’ve got your… I go, “Well, that’s identity theft.” And she was like, “What do you mean?” I said, “Well, my name’s not… it’s not Joseph Carter.” “What is your name?” I go “Look, don’t even worry about it.”
Lex Fridman
(00:01:02)
The following is a conversation with Matthew Cox, a conman recently released from federal prison where he served 13 years for bank fraud, mortgage fraud, identity theft, passport fraud, and other charges. He has admitted guilt to all of it. He has written true-crime stories of many of his fellow prisoners. And now he continues this work by interviewing criminals about their crimes on his YouTube channel that I recommend called Inside True Crime. Exploring the mind of a criminal is exploring human nature at the extremes, often in its most raw and illuminating form. And that is something I definitely want to do with this podcast to understand the human mind and everything it is capable of. This is the Lex Fridman Podcast. To support it, please check out our sponsors in the description. And now, dear friends, here’s Matthew Cox.

Mortgage fraud


(00:01:59)
What was the first crime you committed?
Matthew Cox
(00:02:03)
The first mortgage I ever did.
Lex Fridman
(00:02:04)
A mortgage is me borrowing money from a bank to buy a house.
Matthew Cox
(00:02:08)
Yeah.
Lex Fridman
(00:02:09)
How can you find a way to commit crime in this? How can you do fraud in this space?
Matthew Cox
(00:02:16)
It’s very difficult for the average guy to commit fraud because there’s so many safeguards set up. If you were to go in and say, “I make $300,000 a year,” “Okay, well, we want your W-2s, we want your pay stubs. We’re going to call your employer. We’re going to check to make sure your employer… how long they’ve been incorporated. We’re going to check to make sure they’re registered.” It’s like your whole plan fell apart because the average guy can’t do that. He can’t even come up with the pay stub and W-2.

(00:02:43)
So the average person, or “I’m going to put down this much money,” but you’re going to borrow that money from the seller. Okay, well then they start asking for bank statements. “Where did the money come from? How long has it been in your bank?” You can’t even have it put in your bank for a day, get a letter. It’s got to have been there for 90 days or 60 days, depending on the bank. And so there’s all these ways… For the average person, it’s very difficult to commit fraud. The average guy that works at Walmart and makes $60,000 a year, and he’s been there for five years and he saved his deposit, that’s really the guy that those transactions are set up for. To borrow a mortgage from Bank of America, that’s the guy they’re looking for.
Lex Fridman
(00:03:24)
So to commit fraud in this space, you have to misrepresent some aspect of your identity, of how much you’re worth, how much money you have, this kind of stuff?
Matthew Cox
(00:03:33)
Right. You have to be able to lie to the bank. Anytime you lie to the bank, you’ve committed fraud. And it’s funny, when I was doing it, I would say, “Ah, it’s in the gray area.” There’s no gray area. You’re either lying in some capacity or you’re not. So for instance, the very first loan I did, my borrower had been 30 days late on her rent. So they’re really looking at the last two years. So when you go into the bank, most of what they’re asking is a two-year window.

(00:04:09)
They’re saying, “How long have you been on their job?” They care about two years, and “How long have you been at your residency?” They’re looking for two years. Now, you could be at three places in two years. That’s fine. As long as you consistently paid for two years. Well, she had been in an apartment complex, but she’d been 30 days late. Now she caught it up, but she was late. The bank doesn’t want to lend you money if you’ve been 30 days late. So I was a broker and I whited out the 30-day late. I just got rid of it. And my manager is the person that told me to do it. She said, “It’ll be fine.” And she was right, it was.
Lex Fridman
(00:04:52)
What did it feel like? So that was the first fraudulent action you committed.
Matthew Cox
(00:04:56)
Yeah, I was worried. I always say I sweated bullets for four or five days, but I was concerned and I don’t know that I was concerned that I had broken the law. I was concerned because I was behind on my truck payment, I was behind on my mortgage. I had banked on being a mortgage broker, and I’d gone deep, deep behind on all my bills to do this. So in the last minute when this loan isn’t going to close and I have to commit fraud to make that happen… And my fear was they were going to figure it out and maybe I’d get fired. I didn’t think I was going to go to jail because my manager assured me, “You’re not going to jail. You’ll get fired at best.” So my concern was they were going to catch it and I get fired and I wouldn’t get paid. I needed that money so bad.
Lex Fridman
(00:05:56)
So we’ll maybe paint the picture here. Where were you working? Who was the manager?
Matthew Cox
(00:06:00)
The manager, it’s funny because I don’t think I ever really mentioned this, her name was Gretchen Zaas. I don’t mind saying it because she eventually ended up going to jail for fraud. Her name was Gretchen Zaas and she was a manager. I was working for a company called Eagle Lending, and it was in Tampa, and this was my first month. So it was my very first deal, three or four weeks into that first month. And I walk in, I put the file in front of my manager, she looks through everything. “Oh, great. Good. Good.” And put this one piece of paper over here and sat there. And then when she was done, I said, “What’s going on?” She goes, “Perfect. File’s perfect.” She goes, “But your borrower was 30 days late on her rent,” and she says it’s done. She’s like, “That’s a deal killer.” And I was like, “Oh my gosh, what do I do?” And I remember she pulled out a thing, a whiteout. Remember a whiteout? Not that it sticks, but the one that…
Lex Fridman
(00:07:00)
Okay.
Matthew Cox
(00:07:01)
And she started going… And I was like, “What?” She goes, “If I was you…” And she handed… She said, “I’d white it out. Make a copy, stick it back in the file.” She said, “It’ll be fine.” I was like, “That’s fraud. I could go to jail.” And she was like, “They’re never going to catch it.” She said, “Look, I do stuff all the time.” She said, “They’re not going to catch it, and nobody’s calling the FBI.” She goes, “Worst case scenario, if underwriting catches it, then they’ll fire you. That’s it. Nobody’s calling… You’re not going to jail.” And I trusted her. I was like, “Okay.” And so I did what she said. I stuck it in the file. And I mean, like I said, for four or five days, I was like, “Oh my God, I’m so scared.”
Lex Fridman
(00:07:45)
How old were you at this point?
Matthew Cox
(00:07:46)
Probably 29. I think it was 29. I had gone to college and so many things had not worked out. I got a degree in fine arts. There’s not a lot of people looking for anyone with a fine arts degree. And I tried to be an insurance adjuster. Tried that for about a year, year and a half, that didn’t work out. Ended up working construction for a few years. And so finally the girl I was dating said, “You got to be a mortgage broker.” She’s had just started in the mortgage industry. And she was like, “You have to do this. You were born to do this. This is perfect for you.”
Lex Fridman
(00:08:31)
What did she see in you?
Matthew Cox
(00:08:32)
She said, “You’re a salesman.” Because I was like, “I can barely balanced my checkbook. I don’t know anything about numbers.” And she was like, “It has nothing to do with that. It’s sales. It’s putting together deals. You’re good at that. You’re good at negotiating. You’re a natural salesman.” And I figured I need to try something.
Lex Fridman
(00:08:53)
So what aspect of mortgages is sales and deal making, what aspects require the charisma that you clearly have?
Matthew Cox
(00:09:02)
Well, one, you have clients that have lots of options. They can go to Bank of America, they can go to SunTrust, they can go to Chase. They have options if they have perfect credit. I ended up working for a company that was a subprime lender, and those people didn’t have a lot of options. Honestly, by the time they got to Eagle Lending, their options were over. So what ends up happening is you’re negotiating with sellers. You would think that a lot of the stuff in that industry that real estate agents should do, the brokers end up doing because real estate agents are used to… You meet them at the house or they take you to several houses, they open the door, they walk around, they write up a contract that’s legit, a legit contract, and you’re already pre-approved. Everything works out. But subprime, that’s not the case.

(00:10:03)
You got borrowers with horrific job history. They don’t have enough of the down payment. Maybe they have the down payment, but they don’t have the closing costs. So you have to go to the real estate agent and say, “Listen, I need you to raise the purchase price and have the seller pay the closing costs,” which is legal to a degree, but that’s not how they wrote up the contract. So now you’re having to get them to rewrite the contract or there’s little things you’re trying to do. And the more deals you get done, and the more you deal with certain real estate agents, the more you start to realize that they’re… You know which ones are completely above board and which ones are willing to twist the rules.
Lex Fridman
(00:10:49)
And a lot of it works on personal relationships.
Matthew Cox
(00:10:52)
Right. Right. For some reason, people tend to like me and trust me. I don’t know why. It hasn’t worked out for so many people, but people naturally seem to trust me. And so if I say, “Hey, I can close the loan, but you got to do this. It’ll be cool. Don’t worry, we do it all the time,” it’s like my third loan and “I’ve been doing this for years.” And they go, “Oh, okay.” And then they raise the purchase price, they add some money, they have the seller of the house give the borrower some money, they stick it in the bank or they put it in Escrow, the closing company. Now you’re starting to massage deals.
Lex Fridman
(00:11:30)
What was the second time you committed a crime? So how did it start to evolve from the whiteout?
Matthew Cox
(00:11:35)
Well, I mean, when that went through, I think a normal person probably would’ve said, “Wow, it was a one-time thing. Got away with it. I’m good.” But for me, it just emboldened me. I just got a check for, I don’t know what it was, 25, $3,500. I was thrilled. And by that time, I was already working on another deal. But that guy, he made… I forget, it’s something like… He had made, let’s say $45,000 the year before in his W-2, based on his current track record or his year to date of his pay stub, he made just enough money. But if you factored in last year’s W-2, he was shy. So if I changed that 45,000 to 51,000, then the loan closes. I get a check for 3,500 bucks. He gets into a house. I’m doing him a favor. I’m doing God’s work. So I fix it.

(00:12:43)
I kick back. I’m terrified a little bit, worried about it. Sure enough, it closes. Four or five days later, they call me, “He’s ready to close.” A week later, we close. I get a check. Next guy that comes in… I mean, I got very, very quickly… I was concerned, “Do you have a house? Do you have a deal? Is it ready? I can get you done.” Now, if you were in bankruptcy or something, there’s some things you just… You’d pull their credit and you just couldn’t help them. If they had a 550 credit score or something and no job. I mean, it had to be within reason, but very quickly it was changing W-2s, changing pay stubs, changing appraisals, fixing, like I said, verifications of rent. So it evolved very quickly for me.
Lex Fridman
(00:13:28)
And you’re essentially helping people.
Matthew Cox
(00:13:30)
That’s what I told myself.
Lex Fridman
(00:13:32)
Giving them a chance. People that have been really struggling financially in life. So you’ve been telling yourself that you’re doing a good thing for people.
Matthew Cox
(00:13:43)
I told myself that right up until… That those loans were solid and I was helping those people out, right up until I went to prison. And I was in prison and I had to write… The government asked me to write an ethics and fraud course to help teach the nation’s mortgage brokers. All loan officers and brokers have to take… I think it’s nine hours of continuing education every single year. And I was approached to write the ethics course, and it was about that time and about the same period of time I was writing my book, and I started reflecting on what I had done.

(00:14:28)
And the truth is, and this is a horrible thing to say, because the first time I ever heard somebody say this, I remember thinking, “Oh, that’s a horrible thing to say.” Some people should not own a house. They shouldn’t be allowed to borrow. They’re not in a position financially. And there were many occasions where I put someone in a house that they 100% swore they could afford. I was helping them. I told myself I was helping them, and a year and a half later, they’re going into foreclosure. Their stuff’s on the corner, they don’t know where to go. And the truth is that I’m not smarter than the actuaries that came up with those underwriting guidelines.
Lex Fridman
(00:15:10)
So in this whole process, how are you making money? Are you taking a percentage?
Matthew Cox
(00:15:15)
Broker fee. Yeah, I charge a broker fee, or you charge yield spread. So yield spread is… Let’s say the interest rate is 8% interest. If I charge them 25 basis points over the 8%, so I charge them eight and a quarter, 8.25, then I get 1% of the loan back as a fee. So if I charge them 8.5%, I get two points back. So if it’s a $100,000 piece of property and the bank says your interest rate is going to be 8%, and I tell you 8.5 and I’m charging you a $3,500 broker fee, now I’m making $5,500. So on even a $100,000 loan, you could make a nice chunk of change. I mean, it’s-
Lex Fridman
(00:16:03)
So how much gray area is here? You said that there really isn’t when you’re lying or not, but it feels like there is.
Matthew Cox
(00:16:10)
Well, every time I change something, it wasn’t gray area, I just committed fraud. At this level, you either meet the guidelines or someone has massaged it in such a way that they’ve committed fraud and that’s it. And there’s tons of ways where you can commit fraud and they just can’t figure it out. Does that make sense? I mean, you’ve committed fraud and it’s like they’ve looked at the entire… They look at all the documents and they double check everything, and they know there’s fraud in here and they just can’t find it.
Lex Fridman
(00:16:40)
Just because they can’t find it doesn’t mean it’s not fraud.
Matthew Cox
(00:16:42)
Exactly, doesn’t mean it wasn’t fraud.

Creating fake people

Lex Fridman
(00:16:44)
As part of this, you did a lot of fascinating things. One of the things you did, you talked about creating synthetic people, meaning creating fake identities. What does it take to do that well?
Matthew Cox
(00:16:57)
So your credit profile is made up of your name, date of birth, your address, and your Social Security number. And then there’s other things where you work, that sort of thing. But what people don’t realize is there’s so many people out there that think that the credit bureaus already know who you are, but the truth is, the first time the credit bureau has ever heard about you was when you told them. The first time you applied for a credit card, they created a credit profile at that moment. Prior to that, they had no idea. So the first time you apply, you give them your full name, date of birth, Social Security number and your address, and they create a credit profile and they say, “Hey, no record found of this person. He has no credit, nothing, probably got denied.”

(00:17:53)
Well, what I realized through the course of… Because eventually I ended up leaving that one company and I opened my own mortgage company. When I opened that mortgage company, I was on the inside. Does that make sense? I wasn’t just a broker that was sitting out with everybody else and would periodically come in and ask questions or would call underwriting, but I really didn’t understand what was happening and exactly what the underwriting guidelines were. Now, I was actually talking to the underwriters and you’re talking to the owners of the lending institutions and the banks, and you’re talking to all of the account executives.

(00:18:33)
And now, it wasn’t just Eagle Lending I was talking to, there were 40 different account executives coming in on a weekly basis trying to get us to sign up with their lender. And they’re on the inside coming in, showing you programs and saying, “Look, if your borrower is self-employed, we don’t ask for this or this, we just ask for them to say to say they’re self- employed.” Liar loans. You’ve heard the term liar loans?
Lex Fridman
(00:19:02)
No.
Matthew Cox
(00:19:03)
Okay. Or no doc loans where they don’t ask for any documentation. If he’s got over, let’s say, a 700 credit score and he says he’s been a plumber and he works for himself, and he’s got over a 700 credit score, he just has to say he’s worked for himself for over two years, and-
Lex Fridman
(00:19:17)
They don’t ask any other questions.
Matthew Cox
(00:19:18)
They don’t ask for any documentation. He’s got the money in the bank. He’s got a 700 credit score, says he’s been on the job for two years, he’s self-employed. We’re going to raise his interest rate by 1%, and that’s it. He’s got the loan. But you start to know how things work because I hired a bunch of brokers to work underneath me, and when they would get caught, I would get the phone call.

(00:19:44)
So I get the phone call from the owner of a bank or a lending institute, a lender, and that lender says, “Hey, Matt, we got a problem.” I’m like, “What’s up?” He’s like, “Listen, we caught a fake W-2.” I’m like, “What do you mean?” “Yeah, your broker so-and-so sent us a file and this person had… There’s two fake W-2s and we’re assuming the pay stubs are fake.” And I’m like, “Are you serious? How did you even catch that?” And they go, “Oh, well, here’s what we did. We checked with sunbiz.gov,” which is the Secretary of State’s website that registers corporations. “And we checked, and the tax ID number didn’t match.” And now I know every W-2 has to have a matching tax ID number for whatever corporation issued it.
Lex Fridman
(00:20:34)
So there’s a sequence of checks they do to detect fraud in different documents like W-2s?
Matthew Cox
(00:20:38)
Right.
Lex Fridman
(00:20:39)
And then you’re slowly learning-
Matthew Cox
(00:20:41)
Yeah, exactly.
Lex Fridman
(00:20:42)
What’s the process for detecting-
Matthew Cox
(00:20:43)
I mean, I had a pretty good understanding anyway, but so I’m starting to learn that-
Lex Fridman
(00:20:47)
It’s common sense understanding. Yeah.
Matthew Cox
(00:20:48)
So I’m putting these things together. And I remember one time I had a woman come in and she came in and she had perfect credit. She had like a 750 credit score. I mean, it was perfect. And she came in and one of the brokers came in and said, “Hey, man, can I show you something?” I was like, “Yeah, what’s up?” He goes, “Look,” he said, “I’ve got this woman’s W-2s here.” I said, “Okay.” I looked at them and he goes, “Here’s her credit report.” And he goes, “Here’s the application. This is the Social Security number.” I went, “All right.” And he said, “This is the Social Security number on the W-2.” And I went, “Okay.” Keep in mind, you go to get a car loan or credit card, they never asked for these things.

(00:21:29)
I’m really shocked he even noticed it. I probably might not have even caught it, but they were different. And I went, “Really?” And he goes, “Yeah,” he said, “She just brought them in. She’s here.” And I was like, “Oh, bring her in here.” So she came in, sat down, I said, “Listen, here’s what we just found.” And she was like, “Oh, okay. You know what? I don’t want the loan. I just… I go, “No, no, no, no, no.” I said, “Listen, you’re getting a loan. You got a 750 credit score. I don’t care what we have to do. We’re getting you the loan. I just want to know what’s going on. How did you get 750 credit scores under this Social Security number when clearly this is your real Social Security number? You’ve been working for this company for 10 years, and your credit profile says it’s only three years old. And I was like, “What happened?”

(00:22:13)
And what she told me she did was she went through a divorce. She had been married for 10 years, used her husband’s… I mean, his surname for 10 years. So she has no credit under her maiden name. But when they got divorced, she switched to her maiden name because when she tried to get anything in her husband’s surname, it was denied, bad credit. So he had bad credit. Their credit went bad. So she switched to her name and a friend told her if she needed to get her electric or anything turned on, she could use her name and use her daughter’s or son’s Social Security number, which was like a four-year-old kid. So she used that and it went through, she had to put a deposit down, but it went through at least, it wasn’t denied. So that went through.

(00:23:07)
Then she went and she applied for an apartment with that. Sure enough, it went through. She had no credit, but they said, you don’t have bad credit. So she said once she moved into the apartment, she then started getting these pre-approved credit cards. So she goes, “But I knew I had applied there using my son’s Social Security number,” let’s say. So she started filling those out, and sure enough, she got a credit card and then she got two, and then she got a pre-approval from Ford Motor Credit. She went and got herself a new car, got approved. She’d been making the payments ever since. She has a 750 credit score. She thought she’d try her hand at buying a house in his Social Security number, and we caught it and she got a house in that name. We closed it. I just was like, “Wow, this is great.”
Lex Fridman
(00:23:53)
Can I ask you a question about that? Because it seems like she’s able to pay for everything.
Matthew Cox
(00:23:58)
Right.
Lex Fridman
(00:23:59)
So while this is highly illegal, is it unethical? It’s unethical in that it’s messing with the system on which a lot of people rely, but it feels like there’s some aspect of the system that’s broken in that it doesn’t give people like her a second chance.
Matthew Cox
(00:24:19)
She could have claimed bankruptcy and then two years later… Listen, two years out of bankruptcy, you can go into Bank of America and get a conventional mortgage, assuming you have perfect credit outside the bankruptcy, you have the down payment, you make enough money, there’s a whole bunch of underwriting guidelines you have to meet. But that’s possible. But you’re right. For instance, she wasn’t getting an apartment with her bad credit, she wasn’t getting her utilities turned on. She wasn’t getting any of those things done.
Lex Fridman
(00:24:48)
So getting your life back on track is just harder.
Matthew Cox
(00:24:50)
It’s extremely hard.
Lex Fridman
(00:24:51)
So there’s a temptation to take the shortcut and the shortcut is often going to be illegal.
Matthew Cox
(00:24:56)
Right. And she stumbled into it, but she basically explained it to me, and I don’t think she had walked out of my brokerage office before I went, and I just started making up names. And I think I went into our file cabinet and grabbed some people’s 1040s, which we had, their tax returns and looked up children’s Social Security numbers and just grabbed some random kids’ Social Security numbers and their name and went and pulled them. But I changed their date of birth to be an adult. Pulled it, and sure enough it came up, “No file found.” It didn’t say fraud alert or fraud or anything. They didn’t say mismatched this, mismatched that, didn’t say anything. It just said, “No file found.” Well, then we went and we applied for a couple credit cards using a child’s Social Security number, and then we went and pulled our own credit report.

(00:25:52)
And sure enough, it didn’t say no file found. It just said that there had been two inquiries applying for credit cards. So I was like, “Wow, that’s a credit profile.” So that turns into me calling Social Security and trying to get them to issue me Social Security numbers to adults that had never had a Social Security number issued to them. I need to get a Social Security number to give me a clean Social Security number. But I called up, and of course, I’m a novice, I don’t really know what I’m doing. So I call up and I say, “Hey, yeah, I never had a Social Security number issued.” And they were like, “How old are you?” And I was like, “I’m 31 years old.” And they were, “Yeah, that’s not possible. Do you have a driver’s license?” “Yeah.” “You have a bank account?” “Yeah.” “You have a Social Security number. Bring your driver’s license in and we’ll pull it up.” Okay, well, that’s not going to happen.

(00:26:51)
Hang up, call back. “Hi, my son is seven years old or three years old, and he never had a Social Security number issued.” “Oh, okay. Was he born in a hospital?” “Yes.” “Well, he has one. He has one. Go ahead and get your son, come in here…” No, I’m not doing that. Hang up, call back. So I called back probably 10 times, and eventually someone said… I kept altering it, kept altering what I was saying until I got to the point where I was saying, “My son was born with a midwife, not in the hospital. And the pediatrician told us that we need to get Social Security to issue a Social Security number.”

(00:27:43)
And they would say, “Well, he should have issued it. But that does happen sometimes. So bring your son in and you can fill out the paperwork. We’ll have one issued. First, we’ll check to see if he never had one issued. And if he hasn’t, we’ll issue one.” And so then it turned into, “My son is out of the country and I need this.” And then that turned into, “Oh, I’m sorry. Well, how old is he?” I was like, “He’s three.” And they go, “Well, I’m sorry if he’s over the age of 12 months old, he has to come in.” Hang up the phone, call back. “My son is 10 months old, he’s out of the country, born with a midwife, never had a Social Security number.” And then they go, “Oh, okay, that’s fine. Just get his birth certificate and his shot record and you can come in, fill out the paperwork, we’ll issue you a Social Security number.”

(00:28:33)
And that’s what I did. So I figured out how to create a birth certificate. I ordered the security paper where you make a copy. It says, “Void if copied.” I ordered had to order a bunch of that, and I went online and figured out how to make a fake birth certificate. It was great too, because the county actually, they give you a blank form and then they actually show you what it looks like filled out, like a handwritten one filled out. So I knew if he was born this day, he got these shots. Two months later, he got these shots. Six months later he got these shots. So I just filled it out. I even had to order a seal. So you have to have a seal that says “Hillsborough County Vital Statistics” or “Richland County Vital Statistics” or something. And I couldn’t get anybody to make that.

(00:29:23)
So I changed it to Richland County Office of Virtual Records. And then I took 220 grit sandpaper and hit it over and over and over again to wear it down. And then I did the embossment on the corner and I printed it on the security paper, embossed it. Nobody looks at those things. You could see Richland County, you could kind of see that. And really, they just grab it and they go like this. This is what you realize after you… When I started getting driver’s licenses issued by the state DMV, I figured out eventually it was easier to just go into the DMV and have them give me a driver’s license than actually make one. But you notice they would just grab the thing, they’d feel the form and go, “Okay,” they don’t even look at it, which is upsetting if you put as much work into these documents as I am for them to go, “Okay. Yeah, that’s good. Sit over there.” I felt like going like, “Hey, bro, take a look at this. This is artwork.”
Lex Fridman
(00:30:25)
Yeah. But they’re looking for the low hanging fruit of crappy fraud?
Matthew Cox
(00:30:31)
Right. Yeah. This stuff was right through.
Lex Fridman
(00:30:34)
Okay, so birth certificate gets you a Social Security number. So it’s interesting because you’ve done a lot of different approaches to creating synthetic people. There’s homeless people involved. So sometimes it’s grounded in real people or real names.
Matthew Cox
(00:30:56)
Right.
Lex Fridman
(00:30:56)
Some part is fake, some part is real sometimes, and sometimes it’s completely all fake.
Matthew Cox
(00:31:00)
Right, because now I have the name, I have the Social Security number. And what’s great is they mail you. What’s even better is then you get to pick whatever name you want. Because when you pick your child’s name, he doesn’t even have to have your last name, you pick any name. So I would pick a name and I’d just say, “Oh, my wife’s last name is this” If they questioned it, which they never did. I’ve got a Social Security number, and then I would go apply for credit cards and I’d get denied of course, but they would all offer me a secured credit card. So I’d then fill out the secured credit card and I’d send the bank the money, and they would give me a secured credit card for $500, $300, $1000, whatever it was. And then once you start making the payments, I pulled the credit and a credit profile shows up saying that this 31-year-old man with the Social Security number that I know was issued a couple of months ago, has three credit cards.

(00:31:57)
They don’t even say secure. They just say, ” This credit card is $500. It was issued by Bank of America. This one was issued by Capital One, this one…” So I’ve got three of them, but I had no credit scores. So at that point, I kind of kicked back and waited and I just kept making payments. And I remember thinking to myself, “I’ll bet you that the credit bureaus don’t generate credit scores for at least a year.” And I was like, “God, this is going to be a year long process.” And while that was happening, I was starting other ones because I figured at least in a year I’ll have a bunch of these… We call them phantom borrowers, but now they call them synthetic identities. So at least I would have these synthetic identities and maybe I could do something with them. But what happened was at six months, I went and I randomly pulled the person’s credit, and he had 705 credit scores, 705, 701, 695. I was like, “Oh, my God.” You only needed a 620 to get a 95% loan from the bank. So-
Matthew Cox
(00:33:02)
Borrow to get a 95% loan from the bank. So I was like, “Oh my God, this is amazing.” Sure enough, a month later, the other ones I had started, all of them, bam, bam, bam.
Lex Fridman
(00:33:13)
So what do you do with a phantom borrower? How do you make money on this?
Matthew Cox
(00:33:17)
So I think most people, if you were just a scammer or a fraudster, you would probably just get credit cards and maybe build up that history or maybe try and borrow a personal loan, which is limited. Personal loans used to be, you could go to an FDIC insured bank, which borrows money. The personal loans they lend out at the max $15,000. So you could do that.
Lex Fridman
(00:33:52)
So you can go through this whole process of creating a fake identity, getting a card, paying it off, building up credit, and then you get $15,000 at the end or so.
Matthew Cox
(00:33:59)
Right. You get 15. Maybe if you want to keep making the payments, if you could wait a year, you could probably get 15,000, you could maybe get 20, 30,000 and a bunch of little smaller ones. You get 7,500. There was a $7,500 from Citibank, $5,500 from American General. So you maybe get, what? 25,000, maybe 30,000 in personal loans.

(00:34:22)
Maybe you could then get another 20 or 30,000 in regular credit cards. 10,000 here, 8,000, 5,000, and then you go to the lower department store cards and you go to Home Depot, you get 1,000, you get 500. So it ends up being maybe you can get 50, 60,000, maybe if you really good, you could get up to 80 or 100,000 in credit cards and personal loans if you really knew what you were doing. But-
Lex Fridman
(00:34:49)
Per person, per identity?
Matthew Cox
(00:34:50)
Per identity. But I had the ability to leverage those perfect credit profiles against properties, and I mean, ultimately that’s what I end up doing so each one of those identities was worth a few million.
Lex Fridman
(00:35:09)
Can you explain how that works, so to leverage them against property? So how does that work with the mortgage?
Matthew Cox
(00:35:14)
So what I did eventually, I mean this is down the road, but at this point when my whole life had kind of gone off the rails. I was on federal probation, and so what I decided I was going to do was start running a scam, a much larger scam. And what I was going to do was I was going to start flipping properties, right? Buy houses cheap, fix them up and sell them.

(00:35:41)
There’s an area of Tampa called Ybor City. So I was going to start flipping houses in Ybor City. I thought, “Okay, I can buy these houses for,” you could buy a really crappy house at that time for 50, $60,000, let’s say 50. And then you could put $25,000 into it in renovations. You could renovate it for 25 and maybe you could get an appraisal for 100. So I thought what I could do is, “I can buy these houses, renovate them and sell them to regular people.”

(00:36:24)
But I also had been working on the synthetic identities. And then I thought, “well, or I could just sell them to synthetic identities.” And then I wouldn’t have to dump 25,000 into it, right? And these guys are perfect. They have perfect credit. I can provide W-2s and pay stubs because by this point I’m manufacturing businesses. So I’ve incorporated businesses, I’ve got websites for the businesses, W-2s, pay stubs, so these guys look perfect.

(00:36:51)
So I figure I’ll buy these properties for 50,000, sell it to these guys for 100. Maybe I’ll pocket 40 or 50,000. I don’t really have to do anything. But that seemed shortsighted. So I thought, “What would be even better is that if I did a little bit of renovations and then I sold it for much higher.” Maybe I put 10,000 clean up the outside of it, because these guys don’t care what the inside of the property looks like. They don’t exist.

(00:37:15)
“But how am I going to get an appraisal for $100,000?” Well, you know how appraisals work? Okay, so the bank sends an appraiser out, or at that time you could provide an appraisal. They can review it. So they’ll do what’s called a desktop review. They review it on the computer and they never go out to the property or they send someone out. They call that, it’s a field review. They send someone out and they just look at the house. They don’t go in it though. So I have to clean up the outside of the house.

(00:37:53)
But the problem is if you’re trying to sell that house for let’s say 200,000, the other houses, they have to pick three comparable sales in the area that are also going to support a $200,000 sales price.

(00:38:11)
Well, there’s no other house that’s selling for 200,000 near this house. So I thought, “If I want to get these things appraised for 200, 250,000, I have to have comparable sales and that appraisal is going to be reviewed.” So what I did was I went out and I bought this house for 50,000 and I recorded the sale at 200,000.

(00:38:41)
So when you buy a house for $100,000, you pay $700 in dock stamps. But if you pay an extra 700 bucks, the sale shows up for 200,000. I’m buying these things for 50, so I’m paying $350 and I’m just paying an extra $1,050. So it ends up being $1,400, but the sale shows up at 200,000 on a house. That’s a crack house I bought for $50,000.

(00:39:11)
Now I go, I trim the trees, we mow the yard, we clean up the porch, we put the porch rail on maybe, we paint it real nice. We black out all the windows. You can’t see inside, but from the curb it looks great. I get an appraisal. So I do that with that house. I do that with another house all within a mile. So I buy four houses knowing there’s a subject and three comparables for all of them.

(00:39:37)
So the first thing I did is I bought four houses for 50,000, 60,000, 40,000 and I recorded the values at 210, 200, 190. So I get an appraiser to come out there. He appraises it. Of course, he says, “It’s horrible,” but there’s comparables here. Now, of course it is in bad shape, and he says, “It’s in bad shape,” but I go ahead and I correct all that. So I correct it.

(00:40:02)
So now if you review the appraisal and you’re in California, or even if the appraiser comes to the house and looks at it from the street, it looks fine. But the truth is, I’ve got $60,000 into this property and you’re appraising it for 200,000. So the bank, they’re not going to lend 200, but they’ll lend one 190. So the bank is ready to lend this synthetic borrower $ 190,000 on a house that I have 60,000 in. So I schedule a closing and we close on the house and I walk away with $60,000.

(00:40:45)
And the thing is, the problem was is by the time I got to this point, I knew so many people in the industry, nobody had to really at that point show up. Although I’ve had people show up for the synthetic identities and sign for them. Almost all the closings, nobody ever showed up.

(00:41:03)
I just showed up and said to the title agency and said, “Hey, my borrower, he’s at work right now. He can’t make it. Can I just take the file and I’ll have him sign all the documents at his work and I’ll bring them back. He’s like an hour and a half away from here. I’ll be back in two or three hours.” And they’re like, “Oh, wow, man, Matt, thank you so much”. And they would give it to me and I’d go sit in the parking lot and I’d sign all the documents and I’d wait an hour or two and I’d come back in and say, “Here you go.”
Lex Fridman
(00:41:32)
How were you able to keep all of this in your mind because you have to not slip up in any of these conversations?
Matthew Cox
(00:41:37)
It’s pretty easy for me to keep everything in the correct category. Does that make sense?
Lex Fridman
(00:41:48)
Sure.
Matthew Cox
(00:41:49)
I’m not great at a lot of things, but this I was very good at.
Lex Fridman
(00:41:53)
Well, there’s these phantom people that exist and they were becoming real people in your mind, as in you’re able to tell good stories with those people, right? Because if you’re talking to the appraiser, you’re talking to everybody involved.
Matthew Cox
(00:42:09)
Well, keep in mind, the appraiser almost never meets the borrower. Never. 99.99% of the time they never meet them.
Lex Fridman
(00:42:17)
But you have to talk about them?
Matthew Cox
(00:42:19)
Yeah.
Lex Fridman
(00:42:19)
So I guess what I’m asking is you’re able to converse fluently about these synthetic identities.
Matthew Cox
(00:42:26)
Yeah. They all had different jobs. They were all on the job for five years. A lot of it was-
Lex Fridman
(00:42:34)
Sure. There’s a template.
Matthew Cox
(00:42:36)
Exactly.
Lex Fridman
(00:42:38)
I got it.
Matthew Cox
(00:42:38)
Listen, as a matter of fact, almost every one of them had the same birthdate because who knows? So it wasn’t difficult and keep in mind, a lot of the brokers barely ever meet the borrower. They call in on the phone, but it didn’t matter anyway, because I’m walking in saying, “I got a slam dunk deal for you.” And they’re like, ” Oh, wow, Matt, you got the W-2s, the pay stubs. You got all their rental history, you have everything done. It’s perfect. Thank you so much.” They’re happy to do it.

(00:43:09)
“Hey, I’ll print up the docs and I’ll have them go sign it.” “Great. Wow, thank you.” Assuming they didn’t already know about it, and almost everybody involved in this by the time I was done, was involved. There was probably 15 or 20 people that all knew what was going on.
Lex Fridman
(00:43:23)
The full of it? They knew the full depth of it?
Matthew Cox
(00:43:26)
Yes. Maybe not 100% everything, but they definitely knew this is fraud.
Lex Fridman
(00:43:32)
And they were still going along with it?
Matthew Cox
(00:43:36)
Keep in mind that even when, I’ll give you an example. One of my, let’s say, and this happened with almost all of them, was, he would buy five houses. So the basic design was I buy the houses, I record the values higher, and this person buys all five houses, refinances them. He ends up borrowing a little bit over a million dollars in his name.

(00:44:11)
Then of course, then I go and I get personal loans from several banks. I get credit cards. I run up all of his credit cards. By this point, I’ve got 10, $20,000 worth of credit cards in the guy’s name. So the guys are all worth a million, a million and change. Well, once I stop paying, you start getting letters from the collection companies, right? From the banks, and then they sell them off. So after about three months, you’re getting tons of letters.

(00:44:37)
And what I would do is I would take my borrower’s name, I would go online and I would find, or I’d go in the newspaper and I would find an article about, let’s say a 12 car pile up. So there’s a huge accident on I-4. It’s very dangerous. So there’s a 12 car pile up, and someone in the accident was life flighted to Tampa General Hospital.

(00:45:04)
I would cut and paste that article and I would just insert my borrower’s name into the article saying that, “Brandon Green was life flighted to Tampa General Hospital. He’s currently in critical condition.” I would then print that article out on newsprint. I’d then make a copy of it. Cut it up, make a copy of the newsprint, highlight his name, and I would write a letter from Brandon Green’s fictional sister to the collection companies saying, “Several months ago, my brother was in a horrible car accident. He is currently…”

(00:45:41)
They’ve got the article, they have the highlighted name. He clearly was in this accident. “He is currently in a coma, and the doctors say, ‘Even if he wakes up from the coma, he will never work again.’ So you might as well just foreclose. Stop writing us letters and take the houses back.” And that’s all they’re looking for, is a reason.

(00:46:02)
At this point, even if they look into Brandon Green, they can’t figure out if he’s a real person or not because he’s got a social security number and everything went bad at the same time. He’s got multiple rental properties or his primary residence, all of his credit cards went bad, everything went bad. We have an excuse. We have a letter. That happens. People get divorced, they lose their job, they get in accidents. It’s reasonable.
Lex Fridman
(00:46:27)
When they look into it, it all looks legitimate.
Matthew Cox
(00:46:30)
Even if they ordered another appraisal, by this point it’s not four comparable sales or three or four comparable sales, by this point it’s 10, 15, 20, 30, 40, 50 because I kept making more and more of these guys.
Lex Fridman
(00:46:43)
What was your, just almost like a tangent, what’s your thinking process? There’s a lot of cleverness going on here. So the car pile up as a solution. The newspaper and you mail it. Are you sitting there alone and thinking through this? How do you come up with that idea? It’s a very interesting, a very clever, innovative idea.
Matthew Cox
(00:47:05)
So at first, I thought about making a fake death certificate. He died. But I thought, “I don’t know what if,” some of these places had primary mortgage insurance, “what if the primary mortgage insurance, what if they try and claim because he was dead or I don’t know. I don’t know that side.” So I’m like, “I don’t want to do that. I want to do something that’s semi verifiable and a third party’s telling you this is what happened.”

(00:47:32)
I thought, “Well, like the newspaper, or do I claim bankruptcy?” And I’ve done that. I’ve gone and got the bankruptcy forms. You can go to the bankruptcy court and they’ll give you forms to mail to all of your creditors. You mail them and they stop contacting you. They wait to be located or notified by the bankruptcy court. But my fear there is, “Nobody’s ever going to notify them. I’m not going through bankruptcy for one of these guys.”

(00:48:01)
So it was like, “This is a better bet than just writing a letter saying, ‘I’m going through a divorce. My wife’s keeping those houses. That’s her problem.'” There’s lots of things you could do, but to me this was, “How do you shut it down without him dying? How do you shut that down?” This is how you shut it down. He’s in a coma. He’ll never work again. He was in a car accident. Here’s the proof. He can’t even write you. I’m his sister. I wrote you the letter.
Lex Fridman
(00:48:29)
It’s a one-time letter that seems to tie up all the-
Matthew Cox
(00:48:33)
Exactly.
Lex Fridman
(00:48:33)
… loose ends.
Matthew Cox
(00:48:34)
Exactly. I don’t know exactly what sparked that as much as there were so many other avenues that I could have gone that I just didn’t know.
Lex Fridman
(00:48:46)
But you were thinking through all those different avenues?
Matthew Cox
(00:48:48)
Yeah.
Lex Fridman
(00:48:48)
Are you mostly thinking alone?
Matthew Cox
(00:48:51)
I mean, I had guys I was bouncing-
Lex Fridman
(00:48:53)
Ideas.
Matthew Cox
(00:48:54)
… ideas off of. There were other guys that were involved in the scam. I think that scam ended up making, I think the FBI said it was 11.5 million or something. But there were so many other people that were involved in that scam that were, this guy’s getting 50, this guy’s getting 17,000, 20,000, 25,000. And we’re just doing it constantly.

(00:49:19)
And so the bank would foreclose on that property. They’d take it back. They’d put it back on the MLS. They put it back on the MLS for 200,000. It wouldn’t sell. Then they’d drop it to 150. It wouldn’t sell. Then they’d drop it to 125, 130. It wouldn’t sell. They’d drop it to 90 and somebody would buy it for 90. It wasn’t worth 90. But by that point, we’d done so many houses at that point the whole area shot up.

(00:49:47)
The FBI said we did 109 houses. I don’t think that’s true. But-
Lex Fridman
(00:49:53)
Wow.
Matthew Cox
(00:49:55)
… When I end up leaving Tampa after that scam falls apart, and the FBI shows up, Forbes came out with an article, whatever six months later, and they said that, “The Ybor City zip code was one of the top 20 fastest growing appraising areas in the country.” And everybody was like, “Oh, that’s Matt, because this place is a dump. This is a horrible place.” And I remember one time, I had talked to a guy years later, and he was like, “All the comparable sales have dried up. When you left, there was just nothing even close to 200,000.”

Arrested by FBI

Lex Fridman
(00:50:33)
You mentioned right before telling the story of this elaborate scam that you were on federal probation. How did that happen?
Matthew Cox
(00:50:41)
So I mentioned that I owned the mortgage company.
Lex Fridman
(00:50:43)
Yes.
Matthew Cox
(00:50:43)
So I had started a mortgage company. I had maybe a dozen guys working for me, and there was fraud. I would say it wasn’t all fraud, but whatever, 60, 70% of it was fraud that was going in there. And from the outside of that business, it looked very legitimate. We were an FHA approved lender. We were a VA approved lender. We did conventional, probably signed up with 40 or 50 subprime lenders. But there was a considerable amount of fraud. It became a game, right?

(00:51:23)
I started getting just more and more creative. Like I said, every time I would get away with something you become emboldened by it. It’s like, “Nice.” ” Hey, the underwriter’s looking for this and looking for this.” And you sit there and go, “Man. What am I going to do? You know what we could do? We could create our own bank.” “What?” “Yeah. Here’s we’re going to do. We’re going to go on…” How do they know if this bank exists? These people are in California, they’re in New York. They don’t know.

(00:51:48)
“So what we’re going to do is we’re going to go online,” and keep mind, this is 2000, 2001. The internet’s in its infancy still, right? I remember GoDaddy, I think had just come up with a site where you could build your own website. How cool is that? So I go online with a buddy of mine, and we create something called the Bank of Ybor. We cut and pasted things that we liked from other banks. We got a 1-800 number you could call, or a 186 number, whatever it was, and you could call it, and it would go to a voicemail.

(00:52:28)
So we set up this bank, and then I ended up making bank statements, which by this point, I already had been making bank statements to prove someone has their down payment. Because a lot of times people, they have good enough credit to borrow 95% or 90%, but they don’t have their down payment. So we’d raise the purchase price high enough to cover their five or 10% down payment.

(00:52:50)
We would bring their down payment for them, or we’d have the owner of the house bring the down payment for them. Then we would have a check cut out of the clothing statement to a construction company that I owned, and we get our money back. So they get into the house for 100% financing or 110%. Some of them turned into one 130. We want to pay off their car, give them an incentive to sign. They still don’t have the money to buy it. So we are doing all kinds of insane things.

(00:53:23)
Well, at some point, remember Gretchen Zayas, my old manager?
Lex Fridman
(00:53:32)
Yeah, the original.
Matthew Cox
(00:53:33)
Yes.
Lex Fridman
(00:53:33)
The OG.
Matthew Cox
(00:53:34)
She came and worked for me for a short period of time, and then she and her husband went and opened their own mortgage company, which you should have known it was going to be fraudulent from the get go because it was was called Creative Financing. It was CFM, Creative Finance. No, Creative-
Lex Fridman
(00:53:54)
Creative was in the name.
Matthew Cox
(00:53:55)
Yeah, Creative was in the name.
Lex Fridman
(00:53:59)
It’s really on the nose.
Matthew Cox
(00:54:00)
So she’s doing very well and we became very close by the way. Where we’d go on vacation, went to Puerto Rico together. I got married at the time. I was married. Our kids play together. We babysit. We go to each other’s parties. We’re close. We’re good friends. And she’s got her own mortgage company. She calls me up periodically and asked me, “Hey, can you make a W-2?” Or, “Hey, can you make me a pay stub?” “Sure, no problem.” We’re friends. That’s what fraudulent friends do.

(00:54:32)
So if I needed somebody to verify rent or verify somebody’s rental history or employment, she had a cell phone, she would answer that sort of thing for me. Well, what ends up happening is she gets in trouble. She starts doing fraudulent loans for some guys, and these guys are doing what’s called a cashback scam. So they’re getting a half a million dollar loan on a house that’s worth $300,000. So they’re buying the house for whatever, 600,000. It’s really only worth 300, 350.

(00:55:21)
But she happened to be in an area where she could get the appraisal jacked up. So they buy the house, they get two, $300,000 back, and it’s a straw man’s scam, right? It’s a cash back straw man’s scam. So this is a real person that’s buying the house. He’s got perfect credit, but he’s willing to ruin his credit to get a couple 100,000 in his pocket. So he never has any intentions. So it’s not a synthetic identity. It’s not a stolen identity. It’s a straw man. He’s not a fake person, but he’s just a straw man. He’s a stand in.

(00:55:53)
So he stands in, he signs the paperwork, he buys the house. They end up getting two, 300,000. Well, this guy buys like five houses, so it’s two, $3 million. They’ve lost six, $700,000 and these guys never even make the first payment. They just let them go into foreclosure. So the bank immediately investigates and realizes this is fraud.

(00:56:15)
So the FBI comes in, they grab Pete and Gretchen. She has to hire an attorney, of course, and she doesn’t get thrown in jail or anything. They just come to their office and they tell them they’re investigating them. They know what’s going on and they’re like, “Well, look, we want to talk to you. You’re going to be indicted.” “Okay.”

(00:56:31)
So she comes to me. Well, actually Pete came to me and said, “Look, Matt, can you refinance our house and get us 75,000 out to pay our attorney?” I said, “No problem.” Gretchen gives me W-2s, pay stubs. The whole thing’s fake. I refinance. I get a second mortgage on her house. $75,000, they pay their attorney.

(00:56:51)
Their attorney immediately says, “You need to wear a wire on this guy. He just got you $75,000. I don’t know how you got $75,000. The attorney knows something’s wrong because the attorney’s like, “Your whole mortgage company was just shut down. There’s no way you could borrow $75,000.” So he is like, “This guy’s doing fraudulent stuff.” And she says, “Yes, of course he is.” And he says, “You need to work with the FBI, wear a wire against this guy.”

(00:57:16)
So she calls me one day and says, “Listen, I got to talk to you. The FBI is asking questions about you.” And I go, “What?” And she goes, “Yeah.” I was like, “Meet me at the pizza place down the street. So don’t come into my office,” because everybody knows she’s been indicted. Everybody in her office quit. When the FBI shows up and gives you a business card and announces they’re the FBI, everybody quits. So I said, “Don’t come here.” Because they already know they’re already concerned.

(00:57:42)
So I go and I meet her and Pete, and we sit down at a restaurant, a little pizzeria. I sit down and she starts telling me that the FBI is asking questions about me. And I’m like, “Well, what are you talking about? What are they asking?” And she goes, “Look, they came in, they took all our files.” And I was like, “I didn’t know any of this.” I’m like, ” When did this happen?” She’s like, “A couple of weeks ago and they have some of your files.”

(00:58:05)
Because I had closed several loans for my wife at the time. We were buying rental properties. My wife didn’t have a job. So it’s all fraud. But I could not close those loans at my mortgage company because I own the property. So I’m selling those properties. I bought properties, renovated them, and sold them to my wife to get around something called seasoning.

(00:58:35)
Seasoning says you have to wait six months to a year to refinance at the market value. Otherwise, if you want to refinance, that’s fine, but you have to refinance at the price you purchased the property at. But I bought these properties for 80 or 100,000, renovated them, sold them for two, 300,000 to my wife, who didn’t even get a big mortgage. We were just trying to get around a guideline. But my wife was not working, and I provided W-2s and pay stubs.

(00:59:03)
So when she says all this, she says, “They’re looking at the loans you gave me, at your wife’s loans.” And I went, “Oh my God.” I said, “Well, you didn’t tell them that the W-2s were fake, did you? You didn’t tell them the pay stubs were fake, did you? You didn’t tell them that the down payments were? You didn’t tell them that we were married, did you?” I mean, just absolutely buried myself.

(00:59:27)
And as I’m telling her this, I kind of caught myself and I went, “Okay, wait, wait, wait a minute. Look. Okay, here’s what you’re going to tell them. You’re going to tell them you never met her. She called on the phone.” I start trying to devise a plan that will answer their questions without getting my wife in trouble or them in trouble. And if nobody cooperates, the whole thing should shut down. It doesn’t go anywhere. There’s nowhere for them to go if everybody just kind of stonewalls them.

(00:59:58)
So as I’m saying all this, Gretchen says, “Matt, we can’t lie to the FBI.” And I go, “What are you are you talking about? You’re already lying to the FBI. I mean, you’ve been lying to the FBI. I mean, I just refinanced your house.” And before I can really say anything, Pete jumps up, her husband stands up, and he says, “We’ve never lied to the FBI. We may not have told them everything, but we’ve never lied.” And I thought, “Who are you talking to?”

(01:00:26)
I know that’s not true. So you’re not saying that for my benefit. So I kind of look at them and I’m like, “What?” And I remember looking down, and this may mean nothing, but both of their cell phones were right next to me, right? And I remember they were probably just wearing wires. But I just remember thinking, “Those cell phones are microphones.”

(01:00:49)
They probably weren’t. But I remember thinking, “Oh, wow.” And I looked at her and I went, “Wow.” And I said, “Well, I hope you’re going to get something for this.” She immediately starts crying and she says, “Matt, I’m sorry. I have a kid. I can’t go to jail.”
Lex Fridman
(01:01:07)
Do you have kids at that point?
Matthew Cox
(01:01:08)
Yeah, I have a kid. I have a kid. And I was like, “Wow.”
Lex Fridman
(01:01:14)
What have you learned about friendship from that? Loyalty?
Matthew Cox
(01:01:18)
Oh, there’s no… It’s sweet.
Lex Fridman
(01:01:21)
That must have hurt.
Matthew Cox
(01:01:22)
It’s cute. I mean, I love the idea of it.
Lex Fridman
(01:01:25)
You don’t think that?
Matthew Cox
(01:01:26)
No. I’ll tell you why. So I go back to my office. I remember I told her, I said, “Tell the FBI agent to call me on the phone. Do not come to my office.” So I go back, I’m still trying to figure out how to weather this, right? I go back, I sit down. The phone rings. My secretary comes in and says, “Hey, Agent,” I’ll never forget the guy’s name, “Agent Scott Gale with the FBI.” And I was like, “Okay, he’s on the phone.”

(01:01:52)
She’s standing there. I was like, “Close the door. Get out and close it.” She’s like. So I get on the phone. He asked me if I’ll come down. I said, “Yeah, absolutely. Let’s schedule it for next Tuesday.” I put it off four or five days. I go to my brother-in-law immediately, who’s a lawyer. And he says, “Oh, yeah.” I don’t really tell him exactly what’s going on, but I tell him, “This is what’s happening kind of and I may be in trouble. I need a federal defense attorney.”

(01:02:21)
I don’t even know what a federal defense, I don’t even know the difference. But he said, “You need a federal defense attorney. It’s the FBI.” So we meet a couple lawyers. I end up getting a lawyer. I give him 75 grand. Initially, he had me convinced I was probably going to go to jail for a few years, but really that’s what they kind of do to justify you giving them $75,000.
Lex Fridman
(01:02:45)
Right.
Matthew Cox
(01:02:47)
But the more I thought about it and read, he gave me the guidelines, that supposedly the fraud that I had committed and the guidelines that oversaw that. And I read it and I was like, “I’m not really in trouble here because I’m looking at a felony, but I’m not going to go to jail.” Because there was no potential for the bank to lose money.

(01:03:14)
Because I bought the house with a hard money loan and then I renovated it with my own cash. And when I sold it, it appraised at 250,000. My ex-wife borrowed 180. So there’s plenty of equity. If the whole thing had gone into foreclosure, they still would’ve got their money back. And to be honest, by the time all of this happened, there was only three properties. It was five, but we’d already sold a few. At this point, we’d just sold another two. There’s like one or two properties left.

(01:03:43)
So at that moment, we were selling them. So I was like, “No,” I kind of argue with him. But then he wanted 75 grand. I gave him 75 grand. And then he comes back and he says, “Good news. There was no potential fraud. So I can get you three years.” Now here’s the thing, here’s what I always kind of look back at. When I first went into his office, he said, “Listen, you haven’t been indicted yet. I spoke with the FBI, I spoke with the US attorney, they believe, and they’ve been told…”

(01:04:16)
He said, “Look, they didn’t tell me exactly what they have, but they said what the evidence that they have on you based on two confidential informants, that you cannot go to trial.” And I was like, “Right.” of course I knew that one. And I was like, “Okay.” He said, “But you haven’t been indicted yet and they are fairly certain that you’re running a mill, right? A fraud mill over there, and that you guys are churning out fraudulent loans.”

(01:04:45)
“Now they can’t come and raid your office and do anything about it yet because so far they only have you. But here’s what I’m saying,” he said, “I can keep you from being indicted. It’s called a pretrial intervention where we go in and what we’ll do is you go in, talk to the FBI, you go grab a bunch of your mortgage broker’s most egregious files. Grab them, bring those files to the FBI. Go work with the FBI, they will indict them and you will not be indicted.”

(01:05:27)
And I said, which I kick myself to this day. I said, “Absolutely not. I’m not going to snitch on them. I’m not going to cooperate. I’m not going to,” I’d seen the Godfather, you’re not supposed to cooperate. You’re supposed to be loyal. “I’m not going to do any of that.” And so I say all of this where looking back, if I could go back in time, I would’ve gone into our weekly meeting with a dolly and I would’ve walked in front of everybody and scooped up two or three of the file cabinets and put them in the back of a truck…
Matthew Cox
(01:06:03)
… of everybody and scooped up two or three of the file cabinets and put them in the back of a truck and said, “Listen, you guys are going to be talking to the FBI soon. I suggest you get attorneys.” And I would’ve driven off but I didn’t. I thought, “No, be loyal. Don’t do that.” And what happened was when the other thing falls apart, when the next scam falls apart, every one of these people go to the FBI. Like they’re not even coming to them. These guys are going to the FBI with lawyers. “I want to cooperate. I want to tell you what Cox did. I want to help. I want to” … and I’m thinking I never had to get indicted to begin with.
Interviewer
(01:06:41)
So you think that most of these people, from your experience, are going to sacrifice all integrity. That’s a funny word, sacrifice-
Matthew Cox
(01:06:49)
I’m not sure that applies to this, but that’s all right.
Interviewer
(01:06:53)
They’re going to sacrifice friendships and loyalty just to save their own ass.
Matthew Cox
(01:07:00)
Yeah. I only had one person that did not talk to the FBI. I had one person that every time the FBI or the Secret Service went to that person’s door, she said, “Don’t come to my house again. I don’t have anything to say about Matt. I have nothing to do with any of this. Talk to my lawyer.” And this happened over and over again. And that’s my ex-wife. She’s a gangster.

Omerta: Code of silence

Interviewer
(01:07:24)
So are there people in this world you trusted or you still trust?
Matthew Cox
(01:07:30)
The problem is eventually I cooperate. And at the time, I didn’t want to cooperate. I didn’t believe in cooperation. But after seeing how many people cooperate and the way the system is set up, I think that my understanding of loyalty is vastly more realistic now. And I think that if you are committing crime, if you are absolutely like the things I did, I did a bunch of scumbag things. I mean, I’m not killing people, but I’m doing scumbag things. I’m lying, cheating, stealing. I’m a thief. You boil down to it. That’s what I am. So you can’t go around behaving like a scumbag, dealing with scumbags and then expect those same scumbags to suddenly abide by some kind of a street code and not roll over on you. And it does happen, but it’s in the 90 percentile of people that cooperate, 90 something percent. And people cooperate when they’re not even looking at any real time.

(01:08:46)
So if you’re looking at 30 years, and especially after going to prison, you go to prison and it’s like this guy’s a standup guy over here, he got 30 years. He could have cooperated against all of his co-defendants but he didn’t. Nobody comes to see him. His wife divorced him. His kids ended up in foster care. His friends are cleaning out his house. Nobody puts money on his books. Nobody comes to see him. Nobody answers his phone. Nothing. He took 30 years. Most of those guys turned around. They end up getting indicted for other things. Years later, they cooperate. And the best thing this guy’s got going for him is that he can walk around and say, well, he’s a stand-up guy. That guy’s going to the same halfway house as me. He’s going to do 30 years where I’m going to do 10.
Interviewer
(01:09:39)
A stand-up guy meaning he never snitched.
Matthew Cox
(01:09:41)
Right.
Interviewer
(01:09:42)
And so everybody’s seeing this example and saying, “Well, I’m going to snitch then.” But it sounds like what people are doing is they’re virtue signaling, like they would never snitch and actually do secretly.
Matthew Cox
(01:09:59)
I mean I remember I talked to one of the COs at the prison one time and I said, “Shit, 50% of the guys here snitched.” He goes, “It’s more than that.” “But listen,” he goes, “a hundred percent of them are lying about it.” He said, “There’s nobody here that’s going to tell you they snitched. Nobody.”

(01:10:20)
So there’s guys, tons of them that cooperate. If 80-90% of defendants cooperate, you start doing the math. And if you ask 10 guys in prison, all of them say, “I didn’t cooperate. I didn’t cooperate. I didn’t cooperate.” Okay. Well, you ask a hundred. “I didn’t cooperate.” Nobody’s going to say, “I cooperated.”
Interviewer
(01:10:38)
Does that break your heart a little bit that people back stab each other like this?
Matthew Cox
(01:10:44)
It does. It does but I have such a low opinion of people. You know what I’m saying? I don’t expect … It’s not that I don’t like people. It’s that I just don’t expect anything of them. I don’t expect you to look out for me. There was a time when I did. I thought, “I look out for you. You should look out for me.” But I just don’t expect that anymore.
Interviewer
(01:11:06)
See, but I think humanity flourishes because there is a lot of people out there that do the thing that is difficult to do in terms of integrity.
Matthew Cox
(01:11:17)
That may be but these aren’t people with integrity. These are criminals. If these were decent human beings, and all of them will tell you, “Well, why’d you do that?” “Oh, I was a drug addict” or “I needed the money.” Well, if you were a decent human being, you would have gotten off the drugs. You would’ve gone and gotten three jobs. You can work 80 hours a week. I’ve done it. You can work 84, 85, 80. You can work 90 hours a week. You can do that. “Oh, I did it for my kids.” No, you’re lazy. You could have worked three jobs for your kids. Instead, you decided to sell methamphetamine. “Well, I was addicted.” You could have gotten off meth. It wasn’t important. It was the easy way out. You’re not someone with integrity.

(01:11:56)
So for you to sit there and say, “Hey, I’m going to act like a scumbag, but now I got caught or you got caught and I don’t want you to tell on me.” Well, you’re a guy that robs banks. You stick guns in people’s faces. You kidnap people, you torture people. You sell drugs. You’re not a moral, ethical person, but you want everybody else to hold up to some ethical code while you’re robbing grandma. That’s not right. So I get the whole omerta code, and there was a time when I was delusional enough to believe that. But after going through it, no. And after going through it multiple times, no.
Interviewer
(01:12:43)
I have to really think about that. I deeply appreciate your honesty on this. There’s all kinds of criminals in this world, and they all have all kinds of stories. And your story is one of … I don’t know if it came from desperation versus a love of this kind of game. Like wasn’t part of it an attraction to the creative aspect of this, of breaking the rules when nobody else can and you figure out a way to do it?
Matthew Cox
(01:13:38)
I think initially it was I needed the money. That’s the first thing. You say, “Oh, okay. Well, I need” … and if you ask most guys, “Oh, well, man, I needed the money.” You needed the money. And I definitely needed the money. But then you get $50,000 in your bank and then you get a hundred, and then it’s 200, and then it’s half a million and then it’s a million. And what the hell are you still committing fraud for? You’ve got half a million or a million dollars in the bank or worth of real estate, or you’re making five, $10,000 a month just in rental income. Why are you still committing fraud?

(01:14:16)
So I think it morphs into the creativity, in part, for me. And two, it was a chance for me to prove to everybody how smart I was. It was done out of desperation initially, and then it just turned into pure narcissistic arrogance. “Look at me, look at how I can do things that nobody else can do. Look how smart I am. I just walked into Bank of America, handed them seven documents that were all fraudulent and they cut me a check for $250,000. Like, wow, I’m amazing. And guess what? They’re never going to get their check. And they won’t even know where to start to try and find the person because they’re looking for a phantom.”

(01:15:05)
And you feel great. I felt great. I felt like James Bond. I felt like 007. It was amazing. And it feeded my need to feel important, even if that was a lie, because all that success was just a lie.
Interviewer
(01:15:29)
Well, no, you were good at it.
Matthew Cox
(01:15:31)
I was good at it, but it’s not-
Interviewer
(01:15:34)
It was illegal.
Matthew Cox
(01:15:35)
It’s not like I’m Elon Musk. You know what I’m saying? It’s not like I’m an exceptional human. I’m an exceptional human being at a horrific thing, at committing fraud.
Interviewer
(01:15:46)
Well, the question is how many people are getting hurt? Because-
Matthew Cox
(01:15:50)
The thing is, initially, nobody got hurt. That’s the thing. Nobody ever lost any money directly. I didn’t go and say, “Give me $50,000” and I ran off with your money. I wasn’t doing that. And that was a great justification. But at some point, and we’ll get into that, I take off on the run and people do lose money. I didn’t take that money directly. And for some reason, in my sick mind or whatever the case may be, that seems like a distinction to me that makes me feel okay, is that I never said, “Give me 300, give me $10,000,” and I ran off with it.

(01:16:29)
But I put people in a position where I damaged the title to their house and they had to go get a lawyer to fix that and so they had to go pay a lawyer $10,000. So I absolutely caused that person … To me, it’s you’re a victim and I owe you that money. And it was a shitty thing to do because, even at the time, I was like, “Oh, they’ll make a couple of phone calls, it’ll be fine.” It wasn’t fine. And if I had really put any thought into it at all, I would’ve known it’s going to going to really affect these people. And those people had done nothing wrong with the exception of trusting me. They rented me their house or they owner financed their house. They made the mistake of bumping into me and now they owe $10,000, $20,000 and I’m sure a ton of anguish.
Interviewer
(01:17:28)
So what happened when you were caught that first time?
Matthew Cox
(01:17:32)
So I was caught. I got three years probation. I took the probation.
Interviewer
(01:17:39)
What does that involve?
Matthew Cox
(01:17:40)
Initially, it was just a slap on the wrist.
Interviewer
(01:17:45)
Were you allowed to still practice-
Matthew Cox
(01:17:48)
Okay. So I wasn’t. I couldn’t own the mortgage company anymore. That was a good question because you would think wouldn’t it be great if I could keep on going? But what they said was you have to forfeit your brokerage license and your brokerage business license. And what I did was I transferred my brokerage business license to a guy that essentially bought my business. They allowed me to work as a consultant in the mortgage industry because my lawyer goes to the judge and says, “What else can he do?” And so I have a friend, his name’s Dave Walker. He was a CPA. He came in and he bought my business and he paid me like $9,000 a month and that covered my bills. My wife and I got divorced, so she’s my ex-wife.

(01:18:44)
And I don’t know what to do. I could have … You look back and it’s like I could have claimed bankruptcy. I could have moved into my parents’ spare room, something like that, because I lost everything in my divorce. I had huge child support payment. Not that that has anything to do with my ex-wife. I absolutely signed up for that. I wanted to pay that but it was a chunk of change. So we’re talking about a couple thousand dollars a month for child support. She got all of the apartments that we had. We had about a million, million and a half dollars’ worth of apartments, which isn’t a lot now, but that’s probably five or six million dollars now. So she got all the apartments, so she got everything. So now I’m sitting here/ I can’t be a mortgage broker. I can get my $9,000, but I have to help this guy run this company, train people, do that sort of thing.

(01:19:47)
So what I decided to do was I was going to start flipping houses.
Interviewer
(01:19:52)
Legitimately or not?
Matthew Cox
(01:19:53)
Well, initially, I thought about doing it legitimately but at the same time I was also in the middle of figuring out how to make these synthetic identities. So I’m making the payments every month. Remember? Two months in, three months. No credit scores. No credit scores. No credit scores. And I’m also saying I’m going to start buying houses, renovate them, sell them. So the truth is we actually renovated probably one house completely. I remember it was on 26th Street. We renovated the house completely-
Interviewer
(01:20:25)
On the outside and the inside?
Matthew Cox
(01:20:27)
Yeah, outside, inside. It’s done. It’s good.
Interviewer
(01:20:30)
Okay, great.
Matthew Cox
(01:20:31)
Me and this guy, actually Dave, Dave Walker, the guy that bought my business. So we renovate it and it just so happens at the same time, I go to pull credit one day and, wow, 700-plus credit scores. And I went we don’t have to sell this thing at all. I can sell it and put it in this guy’s name and let him refinance it. So that’s what we did. I ended up selling it to this synthetic identity.
Interviewer
(01:20:59)
Do you remember the first synthetic identity, the name?
Matthew Cox
(01:21:02)
The first one was a Joel Cologne, and then I started getting creative because the ones after that, I started naming … So I had Joel Cologne and an Alan Duncan, but then I … Do you remember the movie, Reservoir Dogs?
Interviewer
(01:21:16)
Mm-hmm.
Matthew Cox
(01:21:17)
So I started naming the characters after guys in the Reservoir Dogs. So I had a James Red, I had a Michael White, Lee Black. I had William Blue, David Silver, Brandon Green. So then I start developing these guys. Now I thought, “Oh, forget those normal things. I’m going with the Reservoir Dogs.” And I thought it was so cute too.
Interviewer
(01:21:44)
Do you think, in retrospect, that was a mistake?
Matthew Cox
(01:21:45)
It was so stupid. That was just … There’s so many things, so many mistakes I made. I mean within the fraud there are mistakes I made, but other than just the overall committing fraud, but it was just like I thought it was so cute. And then you get in front of the judge and the judge is hearing about the Reservoir Dogs and Mr. Green and Mr. Black, Mr. White, Mr. This, Mr. That. And he’s looking at me just like, “You jackass.” And what am I saying? I’m like, “Yeah, I thought that was cute.” But nothing’s cute. Plus I’m making fake banks.
Interviewer
(01:22:18)
What’s the purpose of the fake banks?
Matthew Cox
(01:22:19)
Well, sometimes you have to have your down payment in the bank. So they want three months’ worth of bank statements to see that, “Hey, he’s got his $50,000 in the bank.” And then the more properties you buy, they start to want to see what’s called reserves. They want to make sure that you can pay all your mortgage payments. If this guy loses his job, can this guy maintain all these mortgage payments for the next six months? And, see, they do that and they think you’re going to go, “Oh, no, he can’t do it.” They go, “Well, then we won’t lend it.” Well, when they do that to me, I go, “Of course, I do. Of course he’s got it. Let me send you over the bank statements. Oh, you want to call the bank? Call them.”
Interviewer
(01:22:59)
So there’s a phone number. There’s a website.
Matthew Cox
(01:23:01)
Yes. You can call. We’ll get on there. I’ll do the whole … “Hold on. Okay. What’s the name again? Do you have the account number? Hold on.” You wait a little bit and you come back. “Oh, okay, I got it here. I can’t tell you the exact amount right now, but what was his balance last month?” And you tell, “Oh, yep, that’s it. Exactly. Okay, thank you.” Click.
Interviewer
(01:23:23)
Would you do different voices or would you be-
Matthew Cox
(01:23:25)
No, I’ve done different voices or I’d just have somebody else do it. Gretchen would’ve done it or one of the brokers. Susan would’ve done it, one of the brokers that worked for me, or Kelly or Johnny Moon. I have so many guys and they just get on the phone and they do it because they’re all doing something fraud and we’re all working together. So, “Hey, I need you to call this guy. I need you to call this guy and verify this and say” … “I’m at the bank? Okay, I’m at the bank. Okay, cool.” And they call back and-
Interviewer
(01:23:50)
Does this feel like an organized system or was it more improv, just like dealing with the different situations?
Matthew Cox
(01:23:55)
The government would definitely say it was organized. I always say it was … You’re a bunch of, you’re just a bunch of guys it. You’re joking around with everybody and you’re helping each other, and it’s not like everybody’s kicking up to Tommy.
Interviewer
(01:24:12)
And then all these new puzzles come up and you figure out ways to solve these puzzles.
Matthew Cox
(01:24:16)
Right. You go in and you say, “Hey, I’ve got this loan. I need to get this loan. If this guy’s trying to buy this house and I need a loan that looks like this, where can we go?” And by the way, they cannot order a copy of his tax returns, so you don’t want to have to sign what’s called a 4506. So they’re like, “Oh, okay. Listen, so-and-so’s got a program.” And you go back and forth, “but you have to have this much in reserves. But you got the bank?” “Yeah, yeah, I got the bank. I could do that.” So you go in and you throw it out there to five or six guys and you’re going to come up with an answer.
Interviewer
(01:24:46)
So you’re on probation here. Just to self-reflect, did you start doing this while on probation because of the money or because it gave you meaning?
Matthew Cox
(01:24:58)
God, I mean a big part of that, the reason is I did not want to move back in with my parents and I didn’t want my father to see me struggling, and I didn’t want him to … My success, he had no idea, my success had been the first time he’d ever really been proud of me. Does that make sense?
Interviewer
(01:25:26)
Your financial success?
Matthew Cox
(01:25:27)
Yes.
Interviewer
(01:25:27)
At which point? When was the first time you told him you did something and it was like you could sense him being proud?
Matthew Cox
(01:25:33)
Oh, when I became a mortgage broker. When I became a mortgage broker and I went to work for the company, and we’re talking about within a week I got a client. Three days later, I got a client. A week later, got a client. Two days later, got a client. I closed four loans my first month and my dad was like, “Well, how much money are you going to make?” And I’m like, “Well, I’m charging this much, this. I got a point on the back. I got this. Boom. I’m thinking I’m going to walk home after taxes like 10, 11,000.” “Jesus God Almighty, are you serious? Well, see. Don’t start counting your chickens before that.” And then, whatever, three weeks later, four weeks later, boom, I got a check. It’s like $9,000 or something. And then the next month, it’s 12 and the next month it’s 16. And then they make me a manager and it just-
Interviewer
(01:26:23)
He didn’t know any of it was illegitimate.
Matthew Cox
(01:26:25)
No, he thinks, “My son, he’s brilliant. He’s great. He’s wonderful.” Was certainly not proud of me prior to that. But my dad was athletic. He was extremely bright. I mean brilliant. And I was a kid who had to be put into special schools, who barely graduated high school, who ended up going to college and getting a degree in fine arts because I was never going to be able to get a degree in business. It wasn’t going to happen.

(01:27:02)
So when I graduated college, I remember, with the degree in Fine Arts, he said, “The best thing you could do with that is maybe you could draw caricatures at Disney World.” You know what I’m saying? Which wasn’t a compliment. It wasn’t like, “Hey, you could draw” … And then I turned around and I tried to go to work for State Farm Insurance which is who he worked for. He worked for them for 40 something years, and I failed the aptitude test. So then I went and worked for another insurance company and I was an insurance adjuster, but I couldn’t keep up with the workload. Then I end up working construction. I’m still barely paying my bills. That’s basically where my dad felt like that’s … He was polite to me. We were cordial. But yeah, I think he felt he deserved a better kid.
Interviewer
(01:27:54)
Well, when you started doing mortgages, that’s when he was like-
Matthew Cox
(01:28:00)
Of course. He was like-
Interviewer
(01:28:01)
This kid’s got something.
Matthew Cox
(01:28:04)
I was driving a new … I just pulled in in a new car and I just bought a house that was four or five blocks away from his house, from where I grew up, from where he lived at that time, six blocks away from where my sister’s married to her lawyer husband. I’m doing pretty good. And then, within three months, my new wife, we buy a quadplex, and then we’re buying a triplex and another quadplex and a 10 unit and a duplex and another duplex and a quadplex. And it’s like what the hell’s going on? This guy is blowing up. He’s going on vacation here and vacation here.

(01:28:44)
So when the FBI comes in and they indict me, and I take the three years’ probation, probably the worst thing in the world other than going to prison would’ve been just having to just sell everything and go move in and start over and sell used cars. Not that there’s anything wrong with selling used cars, but I just felt like I just didn’t want to disappoint him any more than I already had. So I thought, “I’m going to flip houses and then I’ll start maybe a development company. So I’ll buy some vacant lots and all this and that.” The problem is these houses I’m buying for 50,000, if I fix them up and sell them, maybe I make $20,000, $25,000. And then you got to find a qualified borrower. It’s very hard to find a qualified borrower that wants to live in Ybor City back then.

Fake ID’s


(01:29:35)
I still think it’s rough but those same houses are going for three and 400,000. So I’m buying houses. I got to get qualified borrowers. I do all the renovations. It’s a nightmare. Looking back, it’s like, “Well, then you got to bite the bullet. It’s just what you have to do.” I didn’t want to do that. I didn’t want to do it. Whether it was laziness or, I don’t know, I just thought, “I’m good at this. I’m going to run. I’m just going to start running a scam. I’m going to figure out how to drive the prices up, buy the houses for 50, record them at 200,000, and then have these synthetic identities, buy all the properties, refinance them, pull out the cash, make six months’ worth of payments, let them all go into foreclosure.” And that really, really started working well, very well.

(01:30:26)
I had one time where I had a guy, it was James Red, the synthetic identity was James Red and he had bought two or three houses, and there was somebody at the office who was friends of somebody who knew the title company where we were closing the loans, and he called her, her name was Mary, and said, “Mary, this guy, James Red, like Cox is doing something shady. James Red doesn’t even exist.” She goes and looks at her last couple files and she realizes, of course obviously, this guy never showed up. She remembers Cox picked up the files, and he’s saying he doesn’t exist. So she freaks out. She calls the mortgage broker. Mortgage broker calls me, mortgage broker calls me up and says, “Listen, Mary said she’s not closing the next loan unless James Red shows up.” And I went, “Wow, that’s a tough one.”

(01:31:22)
And she’s like, “Okay, so what do you want to do? Do you want to go to another title company?” We’re supposed to close in three days, two, three days. I said, “Well, I mean he’s going to have to show up then. I’ll figure it out. Give me a couple of days. Let me figure this out.” And she’s like, “Okay, well, I don’t know how that’s going to happen. He didn’t exist.” Keep in mind at this point I don’t need IDs. I don’t need a real ID. I figured out how to make a real ID. I could make one. I could take sandpaper and sand off the information on a regular ID, and then I would print the corrected information in reverse on a piece of transparency, and I would glue it over there and you could still see the holograms and stuff. It actually worked pretty good. It’s not going to pass mustard with a cop but somebody at the bank like I was able to go in and I would open a bank account with it.

(01:32:11)
Well, so one of the things I had done when I was closing these loans was I would go online and you have to pick a photo of somebody to put on the driver’s license. So I’m not making a fake ID for all these guys because I don’t need a fake ID for all these guys, not with my picture on it, but I need a copy of an ID, but I need a picture. Where do I get the picture? So I go to Hillsborough County’s arrest website, and I would find people that I knew that had been arrested. So I found a guy named Eric Tamargo who had been arrested. He had, I don’t know what it was, a DUI or domestic violence. I forget what it was but there was a picture of him.

(01:33:01)
So I print out the picture, I cut it up, I paste it onto a driver’s license, and I make a copy of it for James Red. That’s what I’ve been giving the title people. When I would close, I’d sign all the documents and I’d leave them that copy so that it looked like they made a copy of it. And then they would notarize all the documents, even though they’d never seen this person. They have a copy of his driver’s license. Everything’s signed. Cox said he signed it. It’s good, notarized. Here’s your check. So what I do is I think let me see if I can get Eric to do this. I knew he’d been to prison before, so I call up Eric and I remember one of my buddies like, “He’s never going to do this.” And I was like, “I think he will. I think he will.”

(01:33:46)
And that’s really that kind of like, “You think? What do you think? No.” “Let me try. Let me call him.” “I don’t know, bro.” That’s the kind of conversations you’re having but really, looking back-
Interviewer
(01:33:56)
I would love to hear the opener few sentences that you have with him.
Matthew Cox
(01:34:00)
I can tell you exactly what I said because it’s burned in my mind. He comes in. So what Eric was doing at that time, he was actually working for us. He worked for somebody else, but periodically we’d buy a house and we’d call him up and we’d say, “Hey, can you and your boss, can you guys come over and trim the trees of this house? Trim all the trees, take all the crap in the yard, clean it up?” They go, “Yeah, sure, no problem.” Because that’s what he did, worked for a handyman service. So they would come and they’d clean it up and they’d do that.

(01:34:24)
So I said, “Can you come over?” And he goes, “Yeah.” So he comes to the office, whatever, a few hours later, and he comes in the conference room. I said, “Hey, Eric, what’s going on?” And he says, “How’s it going?” I said, “Listen, I’m going to tell you something. I need a favor.” He’s like, “Okay, cool. What is it?” I said, “You know all these houses we’ve been having you go and clean up?” He’s like, “Yeah.” “You painted that one house. You did this.” “Yeah, yeah, yeah. I know. I know.” “Right. So here’s what we’ve been doing. I’ve been buying these houses for $50,000, recording them for 200, and then I have these fake people buy them.” And I explain, I just lay it out for him and he’s like, “Wow.” He’s like, “Fucking, bro, that’s ingenious, man. That’s smart.” Like, “Wow.”

(01:35:07)
I was like, “Okay. Yeah, I know. That’s great. So here’s the thing.” I said, “The title company, who’s been closing some of these loans, and we have a closing in a couple of days, she wants this guy James Red to show up, and I need someone to show up as James Red.” And he goes, “Wow.” He goes, “Who are you going to get to do that?” And I was just thinking just like, “You’re not understanding. I’m not confiding in you because I need a friend.” And I looked at him, I said, “Well, I was thinking you might do it.” He was like, “That’s a big favor.” I said, “It is a big favor.” “I could be in a lot of trouble.” And I said, “I know.” And he goes, “Well, wait a minute. I can’t go.” He said, “You have to give these people a driver’s license. You said the driver’s licenses, you were using mugshots. You said she’s closed a couple of these. She’s seen this guy’s picture.”

(01:35:55)
And I go, “She has seen his picture.” I said, “The thing is for James Red, I pulled the mugshot offline of you when you were arrested a couple of years ago.” And he jumps up and he goes, “You motherfucker.” And I go, “Whoa, whoa.” I said, “Eric, wait a minute. Hold on, hold on.” I said, “Listen, I only did that because I knew if it came down to this moment, you were the only person that I knew that could pull this off, that’d have the balls to walk in and do it.” And he sat there and he went, “Yeah, you’re right. You’re right.” And I couldn’t believe he fell … Listen, this guy would beat the brakes off me.

(01:36:32)
He’s like five ten, five eleven. He’s boxed. He’s a big guy. So it’s like I’ve weathered that part of the storm. And he sat there and he goes, “Right, right.” And he goes, “Well, I’m not doing it for free. I’m not doing it for nothing.” I said, “No, bro, of course not.” He’s like, “You’re making a lot of money.” I said, “Well, keep in mind a lot of that money goes back in the property. It’s not like we’re walking away with” … I think I said tens of thousands. We’re really walking away with hundreds of thousands. “It’s not like we’re walking away with a bunch of money, Eric. We got to buy more properties. We got to keep it going. We got to make the payments.” “I know but still I could get in a lot of trouble.” I said, “I understand, bro.” I go, “Well, what do you want?”

(01:37:09)
And I remember thinking if he asked for more than 10 or 15,000, I’ll do it myself. We’ll just change title companies and we’ll go and I’ll do it myself. And he sat there and he went, “I want $500.” And I went “$500?” Listen, I almost started laughing. I put my hand over my mouth. I was like, “$ 500? It’s going to take you 30 minutes.” And he’s like, “I don’t care, bro. I could get in a lot of trouble.” I was like, “Well, I’m not paying you now. You got to sign first.” And he’s like, “Oh, you know I’ll sign. I’ll sign. I know you’re good for it.” For 500 bucks. I made a fake ID for him. He goes into the place, he signs James Red. Comes out.

(01:37:53)
What was funny about that was when we walked into the title company, we’re sitting in the lobby and Mary comes walking out, she looks at me and she goes, “Mr. Cox. I don’t know why you’re here.” She goes, “I told Kelly” … that was the broker … “I told the broker that I’m not closing the loan unless James Red shows up.” And Eric stands up on cue and he goes, “I’m James Red.” And she goes, “Hold on a second.” She runs in the back, comes back with a file, opens it up, looks at the picture, and she’s like, “Oh, I’m so sorry. Give me five minutes. I’ve got the file.” Prints up the docs. He goes in, signs.

(01:38:30)
And when we’re there, she’s passing out the checks, 5,000 here, 25,000 here, 35,000 here, 7,000 here, 6,000 here. So he sees all these checks and I’m like, “Oh, I got that. I have the construction company. No, no, no, I have that. I’ll take care of that. I’ll take care of that.” So I get all the checks and I leave. We go sit in my Audi and he sits down and he’s like, “Bro, that’s a lot of money.” “A lot of that money goes back into the properties, Eric.” And he’s like, “Ah, still, bro.” And I counted out 500 bucks. But listen, a week later-
Matthew Cox
(01:39:03)
And I counted out 500 bucks. But listen, a week later, we had another closing. So he comes in, I said, “Hey, bro.” He says, “Hey, what’s going on?” And I said, “I need you to do the James Red thing.” He goes, “Yeah, I’ve been thinking about that. I did that way too cheap.” I said, “I get it, man. Well, how much do you want? What do you want?” And I’m thinking, “If it’s more than 10 or 15, I’ll do it myself.” He sits there and he goes, “I want a thousand dollars.” I go, ” A thousand dollars, oh my God.” So, I gave him a thousand dollars and he did another one.

(01:39:39)
But by that point it was like five or six. We’d done five or six with that guy. After five or six plus the credit cards, plus all the other things, their credit scores start dropping. If it was 700, now it’s down to like 600. And at 600, you couldn’t really borrow enough to make it worth it. So I go, “No, I have other people in the wings, waiting.” I’d go out and I’d run up the credit cards and pull all the money out of the banks and close the accounts and then stop paying.
Interviewer
(01:40:10)
And you said a lot of people knew.
Matthew Cox
(01:40:12)
Yeah.
Interviewer
(01:40:12)
So, he was one of the people and then-
Matthew Cox
(01:40:14)
He was one of the people.
Interviewer
(01:40:15)
Why do you think nobody said anything?
Matthew Cox
(01:40:18)
Well, I mean, I think everybody was making money. At that time, I had an appraiser. Eventually I ordered appraisal software and I just start doing the appraisals to myself. Why give this guy 500 bucks?
Interviewer
(01:40:29)
So you were doing the appraisal yourself? How’s that possible? Is there a check against that, is there-
Matthew Cox
(01:40:37)
There is. It’s funny. Nobody ever questions that. You actually have to have a license to get the appraisal software. So, I get an appraiser’s that we’re working with, I get her license and I create an email address as her.
Interviewer
(01:40:57)
Ah, so it was a synthetic appraiser.
Matthew Cox
(01:40:59)
Right, it was a real person. But I ended up ordering the appraisal software by emailing, it was called Alamo Appraisal Software. So, I end up emailing them as her, and they go, “Well, we can’t sell you the software unless, we need a copy of your license. Boom, here’s your license.” So, I send them the license and then we paid for it with a credit card. You could go get a green dot card, you go put 500 bucks on it, or a thousand. The software was like 1500 bucks or something, back then, it was a long time ago. So 1500 bucks, they mail it to us, and now I’ve got the software. So, now I can do the appraisals myself.
Interviewer
(01:41:41)
What stops you from appraising it, not for 200,000, but even more.
Matthew Cox
(01:41:45)
There’s no comparable sales. So, no matter what you send to the bank, they’re going to look at it. They’re going to have, their in-house appraiser is going to do a desktop review. He’s going to go online, he’s going to check to make sure all the appraised, all of the comparable sales are sold for what you said they sold for, are the same square footage, were built, what the pictures look like, how far they are. He is going to double check everything, but he’s some guy who’s on salary and he does whatever, 40 or 50 these a day or something. It doesn’t take him long. So, it’s cheaper that way, where we pay for the appraiser, appraisals, the whole thing.
Interviewer
(01:42:22)
Got it. So everybody’s getting paid.
Matthew Cox
(01:42:24)
Right.
Interviewer
(01:42:24)
So at this point, I’m doing that, right?
Matthew Cox
(01:42:27)
Yeah.
Interviewer
(01:42:28)
And I’m getting caught periodically.

(01:42:30)
Can you give an example? What do you mean getting caught?
Matthew Cox
(01:42:32)
I’m living in Tampa Heights, which is right next to Ybor City in Tampa. So, these are all little suburbs of Tampa, and they’re all built back in the 1920s, 1890s, 1910s, 1920s. So, I bought this eight-unit building. I renovated it into a triplex. I mean, I’m driving an Audi. I’m dating a woman that I should not have been dating. I don’t know what she was thinking. So we are going on vacations, everything, life’s good. But every once in a while where things happen, you get a phone call, “Hey, this is what just happened.” One time I got a phone call from same broker, Kelly. Kelly calls me up and said, “Listen, we got a problem.” This was, I want to say this was Alan Duncan. This was one of the first ones that I had done. We used him.

(01:43:28)
So, she calls me up and says, “Listen, Alan Duncan never made his first mortgage payment.” I had a friend of mine, or one of my co-defendants, when we closed on that loan, we both got checks for whatever, 40 or 50 grand. Keep in mind, we’re also buying, some of this money’s going into a business account. We’re buying property. So it’s not like I’m pocketing hundreds of thousands of dollars or even 20 or $30,000 on every closing. I’m more like, I’m getting 25, 10, 20, and this guy’s getting 10 and this guy’s getting 15, and then we’re taking 60 and we’re putting it into the business account. We’re buying a bunch of vacant lots, or we’re building some new houses. So we’re trying to take all this and turn it into a development company. But we still have to pay our bills. So, my buddy’s got to go to Amsterdam at least for two weeks. He’s from Belgium. Apparently you have to do that at least once a year. When I gave him the check, I said, “Here’s the 20 grand or 15 grand, but you got to make the payments on this thing for the next six months.” He goes, “No problem.” I said, “Okay.”

(01:44:46)
So, she calls me up a month and a half later and says, “Hey, Alan Duncan did not make his first payment.” And I went, “Oh my God.” He was actually renting the apartment downstairs for me. So, I run downstairs and I open the door and I go, “Bro,” I’m like, “did you make Duncan’s payment?” And he turns around and he’s like, “Is it due?” And I was like, “Oh my God.” So I run back, I grabbed the phone, I’m like, “He didn’t make it. He didn’t make it.” She’s like, “Okay, well here’s what’s happening. The account executive is calling. They’ve got the file.” It was South Star Bank. “South Star Bank has it. They reviewed it. They’ve already been ordering documents. They’re said there’s a problem there. It’s falling apart. The whole thing’s falling. They know something’s wrong.”
Interviewer
(01:45:32)
But they don’t know exactly what. It’s just something suspicious, or what?
Matthew Cox
(01:45:35)
She didn’t tell me that on the phone.
Interviewer
(01:45:36)
Okay.
Matthew Cox
(01:45:37)
She’s saying there’s something wrong. They’re freaking out. Because the account executive didn’t really know. She just got a phone call saying, “Hey, have you ever met this broker? Did she meet the guy? Who is the guy? He hasn’t paid. We’re calling the sale. Nobody’s answering.” And really, most of this was my buddy Rudy’s fault. He’s just not doing any of this stuff, any of the things he’s supposed to be doing. So, we go to the office and I call South Star Bank. I get the secretary and I said, “Look, I need to talk to,” whatever the guy, the big guy was. One of them was the president and one was somebody else, vice president. So I said, “I need to talk to, So-and-So, the vice president.” And she says, “I’m sorry, he’s in a business meeting.” I said, “Well, listen, tell him this is Alan Duncan. You need to go tell him its Alan Duncan’s on the phone right now. I’m sure he wants to talk to me.” And she’s like, “All right, hold on.”

(01:46:25)
I mean, 20 seconds later, speakerphone. ” Hey, Mr. Duncan, this is so-and-so, and I’m here with our lawyer and the president of the bank and our head of fraud. We were just discussing you.” And I was like, “Okay, I understand that I haven’t made my first payment. I said, it actually came back in the mail. I had the wrong address. That was completely my fault and I apologize.” I said, “But I can get you a cashier’s check. Today I will overnight it, no problem. Hope that’s going to be okay.” They said, “Wait, we’re way past that, way past that.” I said, “Okay, well, what’s the issue?”

(01:47:06)
They were like, “Look, to be honest, I don’t think I’m talking to Alan Duncan. I don’t think there is an Alan Duncan. I mean, your social security number was issued a couple of years ago. We called the bank.” We had gone with our SunTrust Bank, so it was a real bank, but it wasn’t our normal bank. And they called. ” They don’t have any record of you.” And I was like, “Well, I’ve never been happy with SouthStar Bank. It sounds like a banking error.” And they’re like, “Yeah, I don’t think this isn’t cute.”
Interviewer
(01:47:40)
He says, “I don’t think I’m talking to Alan Duncan right now.”
Matthew Cox
(01:47:43)
Right.
Interviewer
(01:47:43)
And you were-
Matthew Cox
(01:47:45)
Terrified.
Interviewer
(01:47:46)
But you have to be playing it Cool, I guess.
Matthew Cox
(01:47:49)
What am I going to say? “No, you’re talking to Matt Cox”? I can’t say that. I’m just, got to keep running with it. Just like, “Okay, well look…” And he’s like, “We called the DMV, they don’t have a list for you in their website. We don’t think you exist. We’re still waiting for a phone call back from so-and-so and so-and-so.” And I’m just like, “Oh my God.” I said, “Have you called the authorities yet?” And they were like, “No, we haven’t, but once we put our file together, we will.” Then the head of the fraud department, they said, “Oh, by the way, Mr…” I forget his name, but the head of the fraud department worked for the FBI for 10 years or something, or 12 years.

(01:48:35)
By the way, the broker is there and my buddy Rudy is there. And I mean, he’s pacing the room, she’s in tears, crying. And I’m like, “Okay, well fellas,” I say, “Where’s this headed? Where’s this going? What are we doing?” So, they’re kind of chuckling and joking about it. I remember thinking, “What’s the deal? It’s weird.” And I said, “Look, let me just pay you back.” They said, “Ah, we’ll get the money. We’re not worried about it.” I said, “You don’t seem worried about the money, about getting any of the money back. Why don’t you just let me, I’ll cut you a check. I can get you the money back. What do I owe?” I owed them 150 or something. I forget exactly. It was nothing. I’m like, owe you 150,000. Let me cut you check for 150,000.

(01:49:22)
They were like, “No, no, we’ll get the money back when we foreclose on the property.” That’s when I was like, “Oh, they think the property’s worth like a $195,000 or something.” I went, “Oh,” I said, “I understand. Okay, so do you have the appraisal in front of you?” They were like, “Yeah.” I said, “Open it up.” I said, “Take a look at comp number one. That’s owned by a guy named name Lee Black. Comp number two is owned by whatever, David Silver,” whatever the names were. I’m like, “Black, Silver, Red.” I said, “I am all those people.” And I said, “Let me tell you what I’ve done.” And I tell them, just laid out, “Boom, boom, boom, boom.” I said, “So you can call the FBI, but you’re not going to get all your money back. Or you could let me give you your money back and we can let sleeping dogs lie. The whole thing goes away. I apologize. I had every intention of making all the payments. It’s a glitch. You caught me. My bad.”

(01:50:31)
So, these guys are all just like, “Oh, my God.” Now they put me on hold, they’re looking through the file, they come back. And I remember at some point we go back, forth, back, forth, and finally they come back and they said, “Listen, you still have the money?” I said, “Yeah.” Well, first they come back, they threaten me, “Oh, well, when we give this to the FBI, you’re…” I said, “That’s not true. I said, the money was deposited into a bank account. It has since been moved. The bank account has been closed. It’s been removed in cash. That money has gone. You will never see that money. I will be cutting you, if I pay you back at all, it’ll be from another account.” So, the FBI agent ends up saying, “He’s right. Even if we caught him red-handed, the likelihood that any of these funds will ever be recouped, is zero.” There’s almost no money is ever recouped.

(01:51:20)
They put me on hold again and they come back and they go, “How quickly can you get us a cashier’s check?” That day I go get them a cashier’s check, overnight the cashier’s check. They never called the FBI. They never did anything. Now, at that point, we actually ditched that Alan Duncan. I remember at that point we went to the mall, ran up all the credit cards and just threw everything away and walked away, because it was shot. That guy was shot. I think we borrowed, whatever, $800,000 or $900,000 in his name.
Interviewer
(01:51:54)
So with the banks, it’s really, really all about the money.
Matthew Cox
(01:51:57)
Listen, when I go on the run, I got one where I was caught so red- handed, it’s insane how bad it was. Listen, that’s nothing. I got caught by Washington Mutual one time. I was caught by Washington Mutual where we had done six owner-occupied duplexes. So, if you say you’re going to live in a house, you can get about 95% financing. But if it’s an investment property, you got to put down 20%, you get about 80% financing. So, a buddy of mine who was a sheriff’s deputy, we had his wife buy, I’m going to say six owner-occupied duplexes, saying she lived in every single one of them.

(01:52:44)
Well, you can’t owner-occupy six dwellings. That’s fraud. Now granted, her W-2s and pay stubs were correct, but she didn’t put the down payments down. Even the down payments we didn’t put down, we actually got cash back. But months later, the lawyer from Washington Mutual ends up calling the mortgage broker and saying that they ended up with two of the owner-occupied duplexes, because Washington Mutual had a credit line extended to one of the lenders who’d lent the money. So, it actually was Washington Mutual. So, it was a couple months later when they went to sell it, they package them together and sell them, they realized we have the same customer with two duplexes, side by side, both owner-occupied. This is fraud. She comes in, she tells me, “Oh my gosh, this lawyer’s on the phone. This is what happened.” I’m like, “Oh wow, this is horrible.”

(01:53:41)
I end up getting on the phone with him. We have a conversation and he’s like, “Look, this is a big deal. We could call the FBI.” I’m like, “Look, who knows who was involved in this? Maybe somebody on your side was involved, maybe somebody on my side. I don’t know what my mortgage broker did. I’ll deal with her on my own. Why don’t you just let us refinance the properties?” Not only did we talk him into allowing us to refinance the properties, he gave us a reduced balance of what we owed him. Because we couldn’t borrow enough to pay him off. So, they took like a $20,000 hit just to refinance those properties. Never called the FBI, never did anything. Absolutely fraud.

(01:54:27)
I had a broker one time, we got caught with over a million dollars in loans that he had done that were fraudulent. Pinnacle Bancorp, which was out of Chicago, the owner called me, and he was like, “Look, your mortgage broker did this.” There was a bunch of canceled checks. They were fake canceled checks. So, they looked like they had run through the bank for somebody’s rent, but they hadn’t. Does that make sense? You pay your rent, they deposit it, it goes to the bank and they’ve got all the numbers and everything. Well, I had a bunch that were blank, that all you had to do was fill out your borrower’s information and then you cut and pasted his name and his address at the upper left-hand corner. You make a copy of it, it looks like canceled checks. We had 24 of them. Well, one of my brokers was using them for all of his files. Even if the person really had a rental history, he didn’t want to order it. He just did this, it was easier.
Interviewer
(01:55:19)
It’s faster, yeah. Wow.
Matthew Cox
(01:55:22)
So they catch a million dollars worth of loans. They called me up, and then they caught another million dollars, but they had already sold them to Household Bank. So, while I’m on the phone with the owner, his name’s Gary, and we’re talking, he’s like, “Look, this is what we found. This is this. This is what happened.” And I remember I said, “Gary, at the end of this conversation, if you think I’m cutting you a check for a million dollars,” I said, “I just don’t have it. I don’t have it.” This was when I owned the mortgage company. He says, “No, I’m asking you for your word that if any of these come back on us, they’re in Florida, they’re in your area. You’ll help us get rid of the properties. We’ll foreclose. We’re going to have to resell them. I don’t want to be flying down there. Just help us get rid of them.” I said, “Absolutely, of course, no problem.”

(01:56:10)
I said, “Well, what are you going to do with them?” He goes, “Well, they’re going to be a part of a package, like a $3 million package we’re selling to Household Bank.” The other ones they had caught had already been sold. The ethical thing to do is to contact Household Bank, say, “We will buy those back. We are going to take care of…” It’s not what happened. In fact, Gary flew down a couple weeks later, took me and several of the brokers, not that broker, but several of the brokers out to dinner, had a few drinks, and he openly admitted. He’s like, “Look, I don’t care if all the loans have fraud in them, as long as they don’t come back on me. That’s what I’m concerned about.” Because there was a clawback clause for one year. He’s like, “So, if they can perform for one year, I don’t care.” That was it.
Interviewer
(01:56:55)
How many people in the industry do you think are operating like this? And by this, I mean in the aforementioned gray area.
Matthew Cox
(01:57:10)
I would say there’s probably, after the 2008 financial crisis, I would say it cleaned up considerably. But I would say at this point it’s just as bad as it ever was. Keep in mind, a lot of the loans that caused the problems, they call liar loans, no qualification, no qual loans, no income. Well, those loans, they exist again. There are subprime companies that are doing that again. I don’t think they call them subprime anymore. So, they got some other name.
Interviewer
(01:57:53)
Yeah, rebranded.
Matthew Cox
(01:57:54)
Yeah, they’ve rebranded a little bit, but it’s happening all over again.
Interviewer
(01:57:58)
It just seems the whole real estate slash banking system is very prone to this kind of corruption.
Matthew Cox
(01:58:08)
But how can you fix it? A lot of the things they fixed, a lot of the manipulation they fixed. But if you tighten it too much, then the average person can’t get a loan. And the thing is, some of these loans, sometimes changing a W-2, should that person have gotten into that house? No, he shouldn’t have, he didn’t qualify. But he makes all of his payments. So it’s like, is it a fraudulent loan? Yeah, but it performs.

(01:58:39)
So, I would say that, I forget what the FBI statistic was. It was like 20% or 30%. Prior to the financial crisis it was like 20 or 30% of bank loans, they were saying, that contained some kind of fraud, even if it was just a lie. If you want to cut 30% out of… That’s a ton. That’s a ton.

Getting caught

Interviewer
(01:59:04)
So, you’re on probation and you’re almost getting caught, you’re almost getting caught, and you’re doing these really large-scale scams. How does it get to the point where you’re on the run?
Matthew Cox
(01:59:19)
I’m doing multiple scams. So, it’s not just that I’m doing the scams with the Reservoir Dog scams. I’m not just doing those guys. I’m also creating other identities because I’ve got other people that are involved. They want to do a scam. So, this chick I was dating, she wanted to run a scam. So, I set up a scam. It’s semi-complicated, but the bottom line is she ends up stealing a real person… We steal a real person’s identity. I have a real person’s identity. We get a driver’s license in her name, open up some bank accounts, go rent a piece of property in her name, and I transfer the deed or the deed from the property out of the real owner’s name, I transfer it into her stolen identity. We then refinance the house like three or four times. So, she starts going to these different closings. Her name is Allison, and she’s pretending to be a Puerto Rican woman named Rosie de Perez. Allison has brown hair and blue eyes. Rosie De Perez clearly doesn’t. So Allison, when we make the ID, she dyes her hair black, curls it a little bit, and gets the pictures taken of herself before she goes to the first closing to get a check for like a hundred thousand dollars. We’ve got three of these scheduled. She changes her hair color, she dyes it back like a dirty blonde, and she goes to the first closing and she gets a check, a check for 100,000, let’s say. I don’t know what it was like 95 or 105, whatever, roughly $100,000. She gets a check at the closing, they give it to her. We then go to the next closing. Well, at the next closing, the title person has her sign all the documents, but she’s looking at her like something’s not right. Looks at her ID, makes a copy of the ID, looks at it and says, “This doesn’t look like you.” And she’s like, “You don’t look Hispanic.” And she’s like, “I’m half Hispanic.” But keep in mind the photograph was her. So she’s saying, “This doesn’t look like you,” but it’s her. Granted she had the curly hair a little bit, but that’s it. So Allison is like, “It’s me.” And she’s like, “Look, I’m not going to give you the check. Let’s just sign the documents. You can get the check. I’ll let you know.”

(02:02:10)
She goes, gets in my car. She says, “Yeah, listen, there’s a problem.” So we’re driving down the road, she explains it to me. I realized, “Okay, that’s done. It’s over. We’re not going back.” She’s like, “What about the other closing?” “No, no. No more closings, we’re done.” And it was probably more of a yell, screaming and yelling like, “What the hell did you do? I told you not to change your hair. Why would you change your hair?” When she came in the day before, and I was like, “What did you do? What did you do?” And she’s like, “I changed my hair. What’s the big deal? It’s still me.” Sure enough.

(02:02:42)
It’s not that I knew that that was going to happen, but why tempt fate?
Interviewer
(02:02:47)
How’d you meet Allison?
Matthew Cox
(02:02:49)
She was a mortgage broker.
Interviewer
(02:02:50)
Okay.
Matthew Cox
(02:02:54)
Sorry, she worked for another mortgage company. She couldn’t get a loan closed. The owner of that mortgage company called me and said, “Look, we got a loan, we need it closed.” And I said, “Great.” And when guys would call me, I’d say, “Great, I’ll come pick it up. I’ll give you a $300 or a $500 referral fee.” “No, no, it’s a couple hundred thousand dollars. We want to close it.” “Well, then close it.” “I can’t close it. We need a W-2 or we need this. We need that. We can’t figure out how to do it.” So, I go over there and typically I convince them, just give it to me or it’s not going to close. But you’d have to see this chick, she was gorgeous. She was gorgeous, very flirtatious. Made me feel like I was thin and handsome. So, she gets whatever she wants.

(02:03:41)
So, I’m like, “Okay, look, here’s what you do.” And I explained to her, “Do this, do this, this. Send it here. It’ll close.” And we closed it. Well, then she starts calling me, “Hey, how’s it going?” We go to lunch. Next thing you know, we start sleeping together. She realizes what’s happening. She says, “I want in on this.” So, now we do the closings. We’re on our way. I say, “Look, that check’s dead.” She goes, “What about the other one?” I go, “No, no, it’s all dead. We’re walking away.” Now, it was easy for me to say, because for me, I had money. She’s going through a divorce, she’s broke. None of this did I take into consideration at the time, by the way, to me it’s like, “Nah, that’s dead. We’re done. We’ll start over again.” To her, in her mind, that was a million-dollar scam. She was about to end up getting whatever it was, half or one-third of half a million dollars in the next week. Now she’s got nothing.

(02:04:42)
So, she says, “Look, let’s at least cash this one.” I had a buddy named Travis Hayes, we actually, we’ve been friends since high school. We were best friends, really close friends in high school. We were still close. Travis was running a scam. Hers was in Clearwater, his was in Orlando. So, I’m all over the state at this point. So, he’s running an Orlando scam that’s already yielded half a million, maybe more. We’re still refinancing properties, right? So he’s about to close on another half a million dollars worth of properties.

(02:05:24)
He’s got a bank account that’s open. She says, “Let’s give it to Travis, have him deposit it in his account.” He’s already pulled out like 300,000 out of the account. And she’s like, “Shouldn’t be a problem.” I was like, “No, no, no.” And she goes, “Let me call him.” I think I called him and I explained the situation. He said, “Do you think it’s okay?” And I said, “No, I don’t think it’s okay. I don’t think it’s okay at all.” And he’s like, “Nah, it’s not a big deal. Just give me the check.” So, I give him the check. He goes, he deposits the check. They say they’re going to hold it until it clears. That was kind of a thing back then. It takes, I don’t know, I don’t know how long it took, five days, six days, whatever it was. He was supposed to go back and it would’ve cleared and he would’ve been able to start pulling money out. So, I call him one day, because Allison’s bugging me. So I call him and I go, “Hey, where are you at?” He goes, “I’m actually on my way to Orlando.” And I said, “Oh, okay, so you let Allison know I’m not getting any money.”

(02:06:21)
He said, “The bank manager called and said that because the check was over a hundred thousand dollars, they have to witness me endorsing the back of the check. Or they had to see my something.” For me to come in, I’m like, “Whoa.” I said, “Something’s wrong. Something’s wrong. Don’t go to the bank.” “What do you think is wrong?” I go, “I think the cops are waiting for you. That’s what I think is wrong.” And he goes, “No, the cops aren’t.” He goes, “Man, I’m in the parking lot right now. I just pulled into the parking lot. There’s no cops.” I’m like, “They’re not going to be in squad cars.” And he’s like, “No.” He said, “It’s fine. You’re overreacting, bro.” And I’ll never forget what he said. He said, “You’re shaking like a little girl, bro. Calm down. I got this. I’m cool with the manager.” The manager, because you’ve chopped it up with the manager, he’s going to let your fraudulent check go through.

(02:07:06)
So, he walks in, the cops are in there, they locked the door. He told me later, they closed the door, locked it. The cops are in there. They grab him, and they bring him downtown. He didn’t say anything. He won’t say anything. That’s not true, by the way. So, here’s what he told me, he wouldn’t say anything, “I told them, ‘I’m not talking to you, coppers.'”
Interviewer
(02:07:29)
Oh, he told you, but he actually did tell him.
Matthew Cox
(02:07:31)
He actually did talk to him. What ends up happening, is we can’t get in touch with him. So, we’re calling and calling, calling. Then, finally I decide, “You know what? I’m not going to call his cell phone anymore. I’m going to call the synthetic identity’s number.” So I go and I call the synthetic identity’s number. I call and somebody answers, and I go, “Hey, is so-and-so there?” And it’s a gruff, authoritarian voice. This is law enforcement. He goes, “No, this is officer so-and-so. Who’s this?” I was like, “Oh, this is Lee Black.” He goes, “How do you know so-and-so?” I was like, “Oh…” Click, and I just hung up, and I called from a pay phone.

(02:08:20)
So, I turned around and I said, “He got arrested.” Then later on that night, he showed up on the county website, the arrest website, showing he had been arrested. The next day he calls me and he asked me to get him out of jail. Like, “Hey, you got to go.” So, I have to give his brother-in-law money. We get him out of jail. He actually got out-
Interviewer
(02:08:44)
[inaudible 02:08:45]?
Matthew Cox
(02:08:45)
Yeah, he got out for nothing. And here’s where I should have known that he was cooperating. It went from like $300,000 bond down to like $10,000. So it’s a thousand bucks. So right then, I didn’t know it at the time, but obviously that means we’re going to let him out of jail. He’s cooperating. So, they let him out of jail. I go and I get him a lawyer, a state… This was state, by the way. It wasn’t federal. So I get him a lawyer for like $15,000.

(02:09:14)
He comes, of course, he tells me, “Look, they asked me a bunch of questions. I told him that…” He made up some story about he’s working with another guy, but he doesn’t know the guy’s name. He made up a name. He has this whole kind of thing where he tells them about me, but not me. None of the numbers led anywhere. So they all lead to cell phones that are only being used for those scams. So it’s a dead alley or a blind alley. I’m like, “Okay, okay.” And I’m paying him. He’s coming in, “Man, my truck’s no good. I need another truck.” I buy him another truck. “Hey man, the electric is going to get turned off and I don’t have… I need a thousand dollars.” “Of course, here’s a thousand dollars. I’m embarrassed you had to ask. Here’s a thousand.” A week later, he needs 2000 for this, a thousand for this, 2000 for this. He wants to start a tree-trimming company. He needs to buy a tree-trimmer. “How much are those? 5,000? Of course, $5,0000.” So I give him another 25,000, starts like a tree-trimming business, which he runs to this day.

(02:10:17)
What I don’t know, is that the whole time he’s actually working with a task force that’s been put together.
Interviewer
(02:10:25)
Federal, or…
Matthew Cox
(02:10:26)
This is state at this point. It’s a state task force because there’s multiple counties involved at this point. It wasn’t hard for him to explain. This comes back to Reservoir Dogs. All he had to say to the officers was, “Listen, you got to let me go. I can’t do any prison time. I’m going to tell you about a much, much bigger scam.” And they go, “Okay, well how can you prove that scam?” “Pull up Hillsborough County’s Tax Appraiser website. Okay, look up the name James Red. Look, all of these were bought six months ago. Six months later, they’re all in foreclosure. Pull up Lee Black. All of these were bought. Look, six months later, all of them are foreclosure. Hey, pull up James Red. Pull up Brandon Green, pull up…” So, all of these are going in foreclosure. What I thought was so cute, not cute. It was just stupid.

(02:11:18)
So very quickly they put together a task force. He’s working with them on the task force, and we’re still buying houses, flipping houses, doing everything. Because I believe him. He’s saying, “Look, if I have to go to jail for a year or so,” and he is also paying… He hasn’t paid them back yet, but we’re saying he can pay them back. He’s like, “Look, if we get to the point, when we get to that point, we’ll pay them back.” But we haven’t paid him back yet, because we have no way to show where that money came from. We can always go to one of his relatives and give his dad 40 grand, give his mom 20 grand, that kind of stuff, and start putting money that way. And all that money was taken out in cash, too. So we could always show up with a chunk in cash.
Matthew Cox
(02:12:02)
All that money was taken out in cash too. So, we could always show up with a chunk in cash. Regardless, it’s still in the process. And, I think that we’re still in the process, and it could be six months or a year away because it’s a slow thing. I’ve already been through the process my first time when I got in trouble, and it was a year from the time that I was spoken to until I pled guilty and was sentenced. I’m not concerned about it.

Going on the run from FBI


(02:12:24)
Well, that’s happening. We’re still flipping properties. And, one day… I have a buddy named Steve Sutton. Remember the sheriff’s deputy? Keep in mind, it’s funny because I’ve done bad loans for police officers, sheriffs, lawyers, doctors, across… everybody. These aren’t all-
Lex Fridman
(02:12:47)
Yeah, everybody.
Matthew Cox
(02:12:48)
… guys that… These aren’t all construction workers or guys that work… or mechanics or something. These are legitimate people that have credit problems or whatever the case may be. One day, I’m sitting at work and I’d been getting phone calls for the prior week from people at title companies saying, “Hey, Matt. Wanted to let you know we just had some subpoenas served on several of your files.” I’m concerned. That had me concerned. Then a guy named Jeff Testerman starts making phone calls. Jeff Testerman is a reporter for the St. Petersburg Times. He’s calling people saying, “Hey, I noticed that you sold a piece of property to Lee Black. Have you ever met Mr. Black?” And, they’re just hanging up on him or saying, “No, I don’t know what you’re talking about. I’m not sure what that guy’s name was. Let me call you back.” And, I’m getting phone calls from people. So, I know something’s up with the newspaper. Now I know something’s being looked at, but nobody’s really talking.

(02:13:53)
I know that there are subpoenas being served and I’m nervous. I’m very concerned. One day, I’m in my office and the sheriff’s deputy walks in, Steve Sutton, in his uniform too, which everybody always stiffened when he would walk in. He walks in. I go, “Steve.” I said, “What’s going on?” He said… and usually he’s jolly and laughs and stuff. He says, “I got to talk to you outside.” I was like, “Okay.” I walk outside, “What’s up?” He says, “I used to date this girl in the Tampa Police Department,” or something. I was like, “Okay.” He said, “She showed up at my house this morning at six o’clock in the morning.” I went, “Okay.” He said, “She said that she’s been working on a task force.”

(02:14:39)
And, he said, “Apparently, one of your buddies got arrested in Orlando. They’re investigating some other thing in Clearwater. They’re investigating a ton of properties here in Ybor, Tampa Heights. And, there’s like a hundred properties involved. And, my name came up because you’ve sold some properties to me,” which I had. He’s like, “So, she came to me and said, ‘Look, your buddy, Cox…'” I was like, “Okay.” He goes… He said, “Well, the task force is on you. And, she said to stop talking to you because they’re going to come arrest you in a couple of days. They just handed over the task force findings to the FBI and the FBI is going to come arrest you in a couple of days. She said not to talk to you because you’re going to cooperate because all white collar guys cooperate. So, she thinks you’re going to cooperate and not to talk to you because she’s afraid you’re going to get me hemmed up. And, she said just to walk away.”

(02:15:42)
He was like, “So, I thought you should know.” I was like, “Okay.” He said, “What are you going to do?” I said, “Oh… you know…” Well, first, he said, “What should I do?” I go, “Tell them. Tell them that I arranged all the loans for you.” You came in. You signed the paperwork. I filled out all the documents. You signed the paperwork. I arranged everything.” I’m like, “You’re not a mortgage broker. You don’t know if this is legit. You have perfect credit. You signed the paperwork. You walked away with a check for 30,000. You don’t know.” He was like… Because, he did it because he had a job. He was a sheriff’s deputy.

(02:16:18)
I went in. I applied for a loan at a bank. They said, “You can buy the house and we’ll give you $30,000.” So, of course I’m going to do that. That’s not going to happen. But, he doesn’t know. I said, “Just tell them yeah. Tell them you’ll cooperate, absolutely.” He goes, “What are you going to do?” I said, “Me?” I said, “I’m leaving, bro. I’m leaving.” I said, “I can’t stay here. I can’t go to prison. I was just sentenced. I’m on federal probation right now. The judge isn’t going to be cool with me getting popped again. I can’t do it. Can’t do it.” I said, “I’m leaving. Can’t go to prison. I’m adorable, bro. I saw Shawshank Redemption. I know what’s going to happen. I can’t.”
Lex Fridman
(02:16:59)
You’re too good looking.
Matthew Cox
(02:16:59)
Yeah, I can’t do that. That’s not going to happen. I am not going to defend myself against a guy who’s six foot three and tatted up. No. I’m no benefit to a gang. I’m a nonviolent, soft, white collar criminal. I was like, “Yeah, I’m leaving, bro. I’m leaving.” Well, I actually went home… Well, actually, I was able to… I started cutting checks to people. I cut checks to Allison, to Johnny, to everybody I could think of. Here’s 5,000. Here’s 7,000. Here’s 8,000. Here’s six. Here’s nine. And, had them going into all these different bank accounts, pulling out cash. But, this is like a Thursday at four o’clock. The next day they show up with cash, write some more checks. They go again. I get about 80 grand in cash. That’s all I can get.

(02:17:50)
I go home that night. I start packing my bags. And, I was dating this chick named Rebecca Houck. We’d been dating about a month. And, she shows up at my house. I hadn’t returned her phone calls all day and apparently we’re supposed to go out and I’d forgotten about it. I had bigger issues. So, I’m packing a couple of duffle bags and she walks in and she’s like, “What’s going on?” I’m like, “I’m leaving.” Where are you going? I thought we were supposed to go out at such and go do something tonight. I’m like, “I’m leaving. It’s over.” She says, “What happened?” I tell her what happened. This is what happened. She’s like, “Oh my God.” She had no idea.
Lex Fridman
(02:18:29)
She had no idea about anything you were doing?
Matthew Cox
(02:18:31)
No, I barely knew her. I mean, she’s coming over two, three times a week for a month. This isn’t love. This is a booty call. That’s all it is. We’re hanging out. We’re having sex and that’s it. I don’t even know you. She suddenly just begs to come with me. You got to bring me with you. You have to this, you have to that. I’m like, “What are you talking about? You’ve got a son. You have your mom lives here.” She’s just in tears and crying. She suddenly said, and this is what’s so funny about it, is that she had just moved from Vegas to St. Petersburg to work at the dog track, to work for a company that owned the dog track. A casino interest or a gambling company. She said, “You don’t even know why I’m here.” I was like, “Okay, why are you here?” She said, “I’m here because I was working for a law firm that worked for the casino company that I worked for.” She said, “I got caught embezzling…” Nothing. It was like 10 or $15,000 from my boss. She had a gambling habit. And, she said, “He didn’t call the police because we were sleeping together and he was afraid his wife would find out.” She said, “So, instead, he banished me here to St. Pete. My son just came to live with me. He’s been caught sneaking out.” Because, the father had raised him. He’d only been living with her since she got to Florida.

(02:20:10)
She’s like, “I was going to send him back. He’s failing school. He’s smoking pot. He’s been caught sneaking out after curfew.” I’m like, “Oh, okay. I don’t know any of this.” She’s like, “He was going back in December?” No, he was going back after the school year, which would’ve been like May. Okay. I’m like… Where before, five minutes earlier, I thought she was this sweet secretary, sweet innocent secretary, she’s like, “I’ve been married three times. I am a gambler. I’ve claimed bankruptcy. I’m sleeping with my boss.” She went from this thieving, adulterous, and I thought these are all really beneficial to my future plans. And, I shouldn’t have… At that moment, I was so just flipped out and concerned. And, up and leaving your life and everything you know behind, that’s terrifying. Now, you’re alone in a strange place, in a place-
Lex Fridman
(02:21:17)
Is that the first time you’ve done something like that, leave to go on the road?
Matthew Cox
(02:21:21)
Yes. I’d never just up and moved. And, keep in mind, now I can’t call home. I’m leaving… There are things that I feel like get you caught. I’ve watched tons of these TV shows and there are certain things that get you caught. One of them is keeping in contact with anybody in your old life. I’m thinking that’s not going to happen. I’m not contacting anybody. I’m leaving and that’s it. That didn’t really happen. I kept in touch. I called my mom every once in a while. But, I was like, “Okay, that’s cool.”
Lex Fridman
(02:21:52)
Did the loneliness of that hit you early on or no? Like as you were packing…
Matthew Cox
(02:21:56)
I never did. Well…
Lex Fridman
(02:22:00)
You’re leaving your life… I mean, it feels like a fundamental transition.
Matthew Cox
(02:22:04)
Oh, listen. You think? Listen, not just that I’m leaving my son. I have a son. I was leaving everything. I was just terrified of going to prison. It was just so stupid. It was just arrogance. I should have stayed. I made things so much worse. But, I also thought I’m smart, I can figure this out. I can change my identity. Blend in. I’ll be fine.
Lex Fridman
(02:22:37)
Aren’t you already… People know what your face looks like.
Matthew Cox
(02:22:40)
They do. They do. But, one of the first things I did was I got plastic surgery.
Lex Fridman
(02:22:44)
What kind of plastic surgery?
Matthew Cox
(02:22:46)
I got a nose job. I got what they call a mini facelift. They go in through your back of your ears and they suck out all the fat in your neck.
Lex Fridman
(02:22:54)
Does that change appearance much?
Matthew Cox
(02:22:56)
A little bit. I was balding. I got two hair transplants, two hair grafts. The hair in my head, this isn’t my hair. It’s my hair, but it’s from back here. They cut it here-
Lex Fridman
(02:23:07)
It looks great.
Matthew Cox
(02:23:09)
Appreciate it. They reimplanted it there. Got liposuction, just some other stuff. And, got my teeth done, that sort of thing. That was my plan. I’ll go, I’ll take off. I got 80 grand. I’ll steal some more money. But, I let her come with me. We ran up all my credit cards over the next few days, packed up the car, traded in my Audi and got an Audi… I don’t know, it was it like an A6 or a four-door, like the big four-door, whatever it was. Got that and drove straight to Atlanta. I wrote a letter to my parents before I left, just explaining this is what’s happening. I’m leaving. I’m done. I’m not going to prison. Love you. Sorry.

Identity theft

Lex Fridman
(02:24:03)
Sorry.
Matthew Cox
(02:24:03)
Sorry. Sorry. I know I’m a disappointment. Sorry. Bam. I take off, go to Atlanta. When we went to Atlanta, I already had the name of a guy named Scott Kugno that I’d done a loan for. I had his vital information. I have his name, date of birth, social security number, mother’s maiden name, and where he was born. One day we were having a conversation and I just slowly pried all that out of him. We’d done a loan for him. So, I already had his name, date of birth, social security number. But, to steal his identity, I need to know where he was born and his mother’s maiden name. Through the course of the conversation, I just pried, “Hey Kugno, is that… What is that? Is that like Irish? Is it…” No, it’s such and such. What’s your mom’s name? Oh, such and such. Oh, okay.

(02:25:05)
Were you born here? Were you born in… Weren’t you from? Ah, man. I was born here. I was born in such… Oh, Hillsborough County. It was no big deal. We get to Atlanta. I make a fake ID for both of us. But, keep in mind, I don’t have a driver’s license. I do. But, they’re fake. I can’t give this to a cop. Can’t give a driver’s license that says David Freeman.
Lex Fridman
(02:25:28)
What’s David’s residence? Florida or is it Georgia?
Matthew Cox
(02:25:31)
No, this is Florida. But, it was just a made up name. I’d gone to high school with a kid named David Freeman. So, I had an ID, but I can’t give that to a cop. That’s enough to rent a place or do something. So, we go to Atlanta, make an ID, set it up, make some business cards, set up a couple of websites, set up… get an HQ which is… it’s a company that will… You can do virtual… You can rent virtual… You can rent offices and they’ll answer your phone for a hundred bucks a month and they’ll forward them. So, it seems like you have an office.

(02:26:08)
They give you a phone number that you call up and they say, “Hi, United Southern Bank.” They’ll answer the phone and forward messages. We get one of those, make a business card for Becky. She rents a house from a guy named Michael Shanahan. We rent Michael Shanahan’s house. It’s like $200,000. $200,000 house in Alpharetta. I then go to… Wait, I then order Scott Kugnos birth certificate, social security card. I think I registered to vote in his name and I made a lease agreement in his name. And, I think that’s all I needed. Then I went to Alabama and got a driver’s license in his name. I went into the DMV, give him all these documents, which almost all of them are real except for the lease.

(02:27:05)
They said, “Sit over there.” I sit over there. I sit down. Boom. 20 minutes later I have a driver’s license. It was 20 something dollars. It was nothing. I get the driver’s license. Now, I’m driving this. I’m still driving a car, an Audi that is in the name of Matt Cox. I park that. I then go get social security to issue me a social security number in the name’s Scott Kugno. I then turn around and I go and I get a loan. You put down 20, 30%. There’s all these first time buyers. 30% down. Get like a Honda or something. Now, we’re living in a house, we’ve got some furniture, bedroom furniture. I go downtown. I pull the title to this guy, Michael Shanahan’s house, and I go downtown and I satisfy the loan on his house. He had two loans with Bank of America.

(02:27:59)
I create two satisfaction of loans from Bank of America. Michael Shanahan owns a house in the name Michael Shanahan. He has one mortgage with Bank of America and a second one. When you pay your mortgage off, the way public records knows it’s paid off is they mail public records a satisfaction of mortgage. It’s a one-page document, and it’s notarized.
Lex Fridman
(02:28:27)
You’ve got two of those.
Matthew Cox
(02:28:28)
I filled out two. I created two of them. I just ordered… You can do research. When I went downtown, I researched Bank of America satisfaction of mortgages. And, thousands show up. I just grab a couple of them and now I know what the basic template is. They’re all different by the way. It’s not like you even have to be that close. But, whatever. I mimicked some of them. I had a notary stamp. Not hard to get. You go into three different office depots and you say, “Hey, I need a notary stamp.” You give them the information and you come back four day… or whatever, a week later and they give it to you.

(02:29:09)
So, I’ve got these notary stamps. I notarize the satisfactions. I go downtown, I file them. Boom, the mortgages are gone. Keep in mind, Bank of America, he’s still paying the mortgages. They don’t know that they’ve been satisfied in public records. They’re not notified. Those are gone. But, it takes about a month or two for it to show up. Atlanta was that far behind. I think it was Fulton County. They were just way behind. So, we just have to dick around for a while. We’re going on little vacations. We’re going to New Orleans. We’re going to different places as Scott Kugno, driving a car as Scott Kugno.

(02:29:46)
We opened up several bank accounts. We opened multiple bank accounts. And then, we ended up going to Vegas. We do go to Vegas. But, what happened was we were driving around and I remember thinking, telling her, I was like, “This is a problem. We have to get real IDs, real driver’s licenses. I mean, this is real. But, this is a real person too. He may stumble across it.” What I did was I started running ads in magazines saying home loans available. Good credit, bad credit, no problem. Call now. Government loans, government… VA, FHA, whatever. Call this number. People start calling and I’m getting their information. One of the guys I got was Michael Eckert. Yeah, I remember. Michael Eckert. Poor Michael Eckert. I actually legally changed his name to Michael Johnson at one point. But, at this point, it was just Michael Eckert. I wanted to see… I’m bored, I want to see what the process is. How much does it cost? Is this possible? Let me see if I can change this guy’s name. It was 1,500 bucks. I changed it.
Lex Fridman
(02:30:56)
Without him ever showing up anywhere. So, you can fake-
Matthew Cox
(02:30:59)
Well, I have a driver’s license in his name.
Lex Fridman
(02:31:00)
Right.
Matthew Cox
(02:31:01)
I am him. So, he did show up. He showed up at the lawyer’s office.
Lex Fridman
(02:31:06)
Right.
Matthew Cox
(02:31:07)
So, I do that. I’m living in the house and we’re driving along one day and I’m saying, “We got to get real. These people that are calling…” One guy, I get his information. But, during the course of taking the application and I’m asking these government survey questions at the very end, there’s like 20 questions and I’m rambling them off. At some point, he was like… He volunteered, I never even asked anybody about criminal history. He ended up saying something, “Well, I do have a felony. Does that matter? It was a DUI. I’ve had a couple DUIs. But, I got my license back.” That was part of the reason he had bad credit. It was like, “Okay, no. Nope, it doesn’t matter. Don’t worry.”

(02:31:53)
I’m thinking you’re not getting a loan. So, I’m just taking… I’m just stealing from you, stealing your information. I get all this information. I’m gathering it. One of the things I said to Becky while we are sitting at this stoplight is I’m like, “We got to get people’s real information. For instance, I said, “What if I steal somebody’s identity? I get a driver’s license in his name four states from where he lives, and he gets a DUI? I could get pulled over two years later and get arrested for a DUI that he got in Florida.” She’s like, “Well, what are you thinking? Are you thinking criminals or you thinking prisoners, mental patients?” I looked over and there was a homeless guy holding a sign. I went, “Like that guy.” I’ll never forget, she goes, she says, “The hobo?” I don’t know who calls them hobos. She’s like, “The hobo?” I said, “Yes. That guy.”

(02:32:48)
I said, “Hold on.” Pulled over to a Subway. Got out. She went inside to get Subway. I walk across the street, pulled out like 20 bucks. I said, “Hey bro, can I ask you some quick questions real quick?” He’s like, “Yeah, what’s up?” I go, “Here’s 20 bucks.” I said, “Listen.” I said, “When was the last time you were gainfully employed?” He’s like, “Ah,” whatever, “10 years.” I’m like, “Oh, okay. Do you have a criminal record?” He’s like, “Ah, I’ve been arrested with misdemeanors, like vagrancy.” He names off some things, drunk in public, whatever. I was like, “Are you on probation?” He goes, “I can’t do probation. They don’t give us probation. They keep us for 90 days. They release us. The judge knows I can’t do… I’m not going to show up for a probation.” I’m like, “Okay, do you have a driver’s license?” He’s like, “Maybe, I don’t think so.” I go, “Did you get a DUI?” He’s like, “No, I think it’s just expired.” Did you have a driver’s license with you? He’s like, “No, I got nothing.” I’m like, “Okay. Well…” He told me he lived in a tent in the woods. So, I gave him another 20 bucks, asked him a few more questions. I remember in the middle of it, he said, he goes, “What, are you’re taking a survey or something?” I remember thinking… not thinking, I chuckled. I go, “You get a lot of surveyors out here like that.” He goes, “Yes. Sometimes.” I was like, “Really?” He goes, “Yeah.” He said, “People from halfway houses and…” What did he say? Social workers and stuff. They’ll come out and they’ll pass out stuff and they’ll ask us questions and stuff. I’m like, “Oh, okay.”

(02:34:25)
I thought, “That’s good to know.” I go back. I get grab Becky, and she’s like, “Oh, did you give him money?” I said, “I give him like 40 or 60 bucks or something. Forget what.” She was like, “What a waste of money.” I thought that was good. That was money well spent. I said, “That guy’s perfect.” I said, “That guy… He’s got everything. He has no way to be contacted. He has no documentation on him.” I said, “He’s not going to drive a car. He’s not going to get a DUI. He has an expired license. I just have to get his license reinstated and I can be him.” I went home. I typed up what I called a federal statistical survey form, and I made a little thing. I mean, I went online. I mean, I’m always filling out federal documents as a mortgage broker. It looked identical. I mean, I had this little… the recycle symbol, and it was like Federal Form 17017. I print out these forms. I go buy a clipboard. I make a little Salvation Army ID. I pin it on me. I go out and I start-
Lex Fridman
(02:35:31)
Doing surveys.
Matthew Cox
(02:35:32)
I start surveying homeless people. Don’t judge me, bro. I was in a bad spot. I was in a bad spot. I see the judgment. I see the judgment. Let’s maintain civility here. Stay neutral. Stay neutral.
Lex Fridman
(02:35:46)
These homeless guys, I mean, they have a social security number. They have a birth certificate, I guess. I mean, they’re a real person. They’re a real person.
Matthew Cox
(02:35:56)
Right. They’re just not using their real person.
Lex Fridman
(02:35:58)
Yeah. They’re not actively engaging with the economic system, the financial system. They’re not employed. They don’t have housing, all that.
Matthew Cox
(02:36:07)
Yeah, they don’t file taxes. One of the questions I even asked the guy, one of the last questions, I said, “Do you believe that you will be gainfully employed within the next two years?” Every one of them said no, no, no. It was like, okay, they’re not even trying. They all had alcohol problems. Or, honestly, the few of them I talked to, it was pretty clear. I mean, it takes literally five minutes, less than five minutes to fill out the form. I filled it out for them, of course. But, even filling it out and that brief just asking questions back and forth, half of them, you could tell you’ve got some mental illness. Something’s not right with you. These aren’t guys that are going to go out and are going to get jobs. They’re not cleaning up. They were perfect for my purposes, as horrible as I know that sounds.
Lex Fridman
(02:36:56)
Do you feel bad about this little small tangent?
Matthew Cox
(02:36:59)
No. Do I feel bad about it?
Lex Fridman
(02:37:02)
The homeless people in society are really… It’s a difficult life. Dealing with mental illness, dealing with drug addiction, all that stuff.
Matthew Cox
(02:37:11)
I mean, listen, being in prison and then the people that are in prison that are going to be homeless or have been homeless, or the mental illness that I’ve dealt with in halfway houses and even doing this, I don’t know what you do with these people. I don’t even know that you house them. You can’t necessarily even house them together. They cause such problems. I don’t know what the solution is other than just keeping them fed maybe and keep them away from normal people so they don’t cause crime or whatever. I don’t know about housing them in one area. That seems like a mistake. There is absolutely no good solution to that problem. None. Because, it’s not like, “Hey, if we gave you a house and we gave you job training and we gave you this,” okay, you might get 5% 10. But, most of them are on the street because they’ve just messed up over and over and over again. They just gave up.
Lex Fridman
(02:38:11)
But, I guess we still have to remember that they’re human beings. We mentioned off-mic Soft White Underbelly, and he highlights the humanity of people who’ve had a real difficult life. He does it well.
Matthew Cox
(02:38:24)
Mark Laita, he is amazing. He’s amazing. One of the things he had said was, he was like, “These are real people.” He’s like, “They have stories and they need…” But, if you also talk to Mark, he’ll tell you, “You can’t give them money. You can’t…” He’s tried. Every time he’s reached out and tried to help these guys, put them in apartments, fed them, got them back on their feet, within six months, they’re back on the street. It just happens over and over and over again. I mean, I think the amount of money that would have to be dumped into correcting that problem, I don’t know. I mean, you can say, “Well, yeah. But, just you should do it because it’s the right thing to do.” I don’t know who’s paying for it.
Lex Fridman
(02:39:13)
It’s complicated. But, for your purpose, they have a social security number.
Matthew Cox
(02:39:18)
They got 20 bucks. They seem very happy.
Lex Fridman
(02:39:20)
There you are with a clipboard, taking a survey.
Matthew Cox
(02:39:22)
Right. Took a survey, went home, ordered their… And, of course, they give me everything. Name, date of birth, social security number, mother’s maiden name, where they were born. Have they ever been in the armed services? Have they ever had a passport issued? What states have they had identification in? Have they ever been arrested? They ever been on probation? Have they ever claimed Social Security Disability? SSI. I mean, I had like 17 questions and it absolutely answered everything.

(02:39:50)
What high school did you go to? Because, high school transcripts are great for documentation. A lot of times they’ll ask you for high school. Can you get us a copy of your high school transcripts? That’s good to know. And, I’m a big believer in overkill. I mean, I ordered a ton of stuff. If I needed three things to get a driver’s license in your name right, I’d come in with six. Because, what you do is you get in front of the guy at the DMV and you fumble through like, “Oh, I got this. What else do you need?” I know exactly what you need. But, they’ll be like, “Oh, was that high school transcript? Yeah, I’ll take that. Oh, voter’s registration card. Give me that. Yeah, you’re perfect. You’re good. Sit down. Right over there.” That’s it.
Lex Fridman
(02:40:29)
Who’s, by the way, lurking in the shadows trying to catch you? You’ve mentioned FBI, Secret Service, you mentioned… I think I’ve heard you mentioned US Marshals, which is interesting. Cops, in general, the police, CIA, I guess CIA is international only.
Matthew Cox
(02:40:44)
Yeah.
Lex Fridman
(02:40:44)
FBI is internal.
Matthew Cox
(02:40:45)
Yes.
Lex Fridman
(02:40:46)
Okay. When you’re doing this, who are you afraid of?
Matthew Cox
(02:40:52)
By the time I’ve gotten to Atlanta, within four or five days, the FBI raided my office. I guess I missed that.
Lex Fridman
(02:41:00)
Back in Florida.
Matthew Cox
(02:41:00)
Back in Florida. When I left and drove to Atlanta and left, remember the FBI was going to show up a few days later. They were going to arrest me.
Lex Fridman
(02:41:08)
And, they did.
Matthew Cox
(02:41:09)
They did. They showed up… I left on a Sunday night or something. Because, for some reason in my stupid thought, I thought, “Well, they won’t arrest me on the weekend.” Like they don’t work on the weekends. They came on a… whatever it was, like a Tuesday or Wednesday or Thursday. Within a few days, they’d come in the office, they raid it, they’re looking for me. But, I’m gone. Nobody knows where I am. Now, I’m surveying the homeless guys and I turn around and I’m ordering their documents. And, as their documents are showing up, I’m going to different states and getting IDs. I’m going to Florida. Over the course of this whole thing, I’ve had 27 driver’s licenses in seven different states. I’ve had two dozen passports. Because, if you’re going to get the driver’s license in the guy’s name, you might as well get… or an ID even, you might as well get a passport. Because, a passport’s not difficult to get. They don’t fingerprint you. All they’re doing is saying, “This is your ID and were you born here?” Then they run a check. It comes back or it doesn’t. Back then, you could do it expedited and I’d have it in two weeks. Now, it takes like 90 days or 60 to 90 days to get one.
Lex Fridman
(02:42:24)
If you have multiple ideas for a single identity, that’s more proof.
Matthew Cox
(02:42:27)
Right.
Lex Fridman
(02:42:29)
Wait, what number did you say? How many IDs? How many identities?
Matthew Cox
(02:42:34)
I had… Well, I’ve had over 50 identities. But, I’ve had 27 driver’s licenses issued from state DMVs, Department of Motor Vehicles.
Lex Fridman
(02:42:45)
Legitimately?
Matthew Cox
(02:42:45)
Legitimately. I walked into the DMV, said, “Hi, my name’s Michael Eckert.” And, I just moved here about three weeks ago, four weeks ago. Here’s my lease. I lost my driver’s license, bro. I don’t know what I did with it. I don’t know. I don’t know what happened. I don’t know. They’re like, “It’s all right. What do you have? I need a proof of residency.” Well, I have my lease. Oh, okay. I need a primary. Okay, here’s my birth certificate. Okay. And, I need a secondary. Here’s my social security card. But, I also registered to vote.

(02:43:20)
My girlfriend made me vote immediately, and she said I would need that. Oh yeah, it’s perfect. You’re good. I don’t even need that. Okay, great. Stand over there. Pay that person. They call your number, 275. Forty five minutes later, you go, you pay your 25 bucks. You stand in front of the screen. They take a picture. You got a driver’s license. You walk out, it’s still warm. It’s beautiful. It smells like popped plastic. It’s amazing. So, I am opening up different bank accounts in these guys’ names and just about-
Lex Fridman
(02:43:53)
Yeah, sorry. Well, what are you mostly doing with the identities? You opening up different bank accounts?
Matthew Cox
(02:43:57)
Right now?
Lex Fridman
(02:43:58)
Are you doing credit… starting to establish credit or no?
Matthew Cox
(02:44:01)
Some of them. I might order secured credit cards. So, I’m building their credit. It’s not helping me in any way. I’m just sending out $500 to get a Capital One card or a American… I’m sorry, a Bank of America secured credit card, whatever. So, I’m building their credit. But, not all of them. Only a few. Because, although I’m collecting them, I’m also going to be moving soon. I’m only here to get a few hundred thousand dollars and move. I need some kind of a base. So, I don’t want to start getting credit cards and building up a history in Atlanta in anybody’s name. But, I am getting driver’s licenses in other states, like North Carolina, South Carolina.

More scams

Lex Fridman
(02:44:49)
What’s the primary method of income here when you move to a place? South Carolina, how do you make a hundred thousand at this time?
Matthew Cox
(02:44:57)
Oh, well, right now, I’m living in this guy’s house and I satisfied his loans. The house is worth 200,000.
Lex Fridman
(02:45:02)
Got it.
Matthew Cox
(02:45:03)
What happens-
Matthew Cox
(02:45:03)
… His loans, the house was worth 200,000.
Lex Fridman
(02:45:03)
Got it.
Matthew Cox
(02:45:03)
So what happens is one day we go and we check public records. Remember I told you it takes months for it to show up?
Lex Fridman
(02:45:08)
Mm-hmm (affirmative).
Matthew Cox
(02:45:09)
And it shows up. He’s got no mortgages on the house. So now I turn around, and I make a fake ID in the name Michael Shanahan, and I’m living in his house, but I have no credit. There’s no credit. So the ID, I’ve got a social security number, and I order some secure credit cards in his name. So if you pull that credit profile, it shows up saying he’s got some credit cards, but they’re only a month or two old. So I can’t go to Bank of America. I mean, I could, but I needed to get the money as quick as possible. I want to get out of Atlanta.

(02:45:51)
And at this point, by the way, there’s multiple articles showing up in Tampa. So the St. Petersburg Times is writing multiple articles about me.
Lex Fridman
(02:46:03)
With your face.
Matthew Cox
(02:46:04)
With my picture. Yeah. But honestly, it’s post-internet, but it’s in its infancy. Like nobody’s… It’s not huge. And honestly, it’s a local newspaper in Tampa. It’s not that big of a deal. I’m not concerned about that so much at this point. What I’m concerned about is getting a chunk of money and just moving on and kind of reestablishing ourselves in a better way where we’re not living in a building that we’re going to be committing fraud in with our house.

(02:46:36)
But I’m living in this place. I make a fake ID in the name Michael Shanahan, and I call up three hard money-lenders. A hard money-lender is a guy that lends his own money or other investors’ money on property, kind of like a bank, but he’s lending his own money so he doesn’t have to really meet the banking requirements, and he can charge a much higher interest rate. These guys are charging 12, 13% interest, simple interest, and they’re only lending you a much lower percentage of the value of your home. So they’re not lending you 90% of the value. They’re lending you 65%, 60%.

(02:47:17)
So I call three of these guys. They all come out to the house at different times, and each one of them says, “I’ll lend you 100,000,” or it’s like 150,000. They all lend roughly 150,000. So we schedule three separate closings. None of them know about the other person. So what I do is I close one loan on let’s say Monday, and then one on Tuesday, and then one on whatever, Wednesday or Thursday, or they may have all been the same day, to be honest, but I don’t remember.

(02:47:48)
The point is I go to three separate title companies or real estate attorneys, and we close, and I get checks, after cost and everything the total ends up being roughly 400,000. So I’ve got 400,000.

(02:48:04)
Becky and I run another scam in Tallahassee, Florida, and we get like 50 grand, plus the ’80s dwindled down to close to nothing. Because we had gone on several vacations. We went to Bermuda, and I think we went to Jamaica. We actually stayed at the Ritz in Jamaica. So it was very nice.
Lex Fridman
(02:48:25)
You and Becky. So Becky turned out to be pretty good in terms of scams on the road?
Matthew Cox
(02:48:30)
No, she was useless. She was horrible, and she just spent money all the time. And what I realized too, very quickly, is she’s bipolar. So she’s bipolar, and she’s absolutely insane. She smokes pot all the time.
Lex Fridman
(02:48:48)
Did that matter for you personally or did it actually affect how good you were able to do these particular scams?
Matthew Cox
(02:48:56)
It was that she was the type of person that would start an argument at 1:00 in the morning and scream at the top of her lungs and get the cops called. So I can’t have the police called. I can’t get taken downtown and fingerprinted. I can’t have the police showing up. I don’t know who’s looking. We haven’t had plastic surgery at this point. We’re still pulling money together.
Lex Fridman
(02:49:26)
Oh, Becky.
Matthew Cox
(02:49:27)
Yeah, Becky’s a problem. And at some point, actually, we send her to a psychiatrist, and they put her on Zoloft. And she takes it for a month or two, and then she stops taking it. She thought she was all better. Like you’re not all better.
Lex Fridman
(02:49:48)
So can you give me a timeline here? How long are you able to be on the road here successfully?
Matthew Cox
(02:49:53)
Three years.
Lex Fridman
(02:49:53)
Three years.
Matthew Cox
(02:49:54)
This is me. This is the first few months.
Lex Fridman
(02:49:55)
Three years. Three years.
Matthew Cox
(02:49:59)
Yeah. What happens is we get that little chunk of money, we deposit it into these bank accounts, and we start pulling out cash, which works out fine because we’ve got a bunch of accounts and we’re pulling out little amounts, 7,000, 5,000, 8,000. And I would cash checks against her accounts, and they would call her to verify, “Oh, is there’s someone here trying to cash a check for $9,000? Can you verify the payee?” And they go, “Oh yeah, that’s Scott Cogno.” “Oh, okay, thank you.” And they cash the check.

(02:50:34)
These are new accounts, so it looks odd, but we were always… I open the account. So what ends up happening is we’re cashing them, and I remember getting really frustrated because it was just taking forever. And I had gone into a bank one time. And they have banks where they actually cash large checks. Like if you go into Bank of America and you try and cash a check for $15,000 or 25,000, they probably won’t do it. They’ll tell you, “We don’t have that much cash on hand. We don’t this, we don’t that.”

(02:51:12)
They have certain banks that do that. So they told me where one of those was. I went there, I had a check for like 29,000 that had been cut on a closing for Michael Shanahan. Remember I refinanced Michael Shanahan’s? I’ve got a check for 29,000 that was issued to Scott Cogno. So I’m sitting in the bank, I go in there and I say, “I need to cash this.” And she says, “You’re going to have to talk to the manager.” I go, okay. She says, “Go sit down over there.” I go sit down in the little glass cubicle.

(02:51:41)
He comes over and he says, “I see you’re trying to cash this check.” And I was like, right. He goes, “Why don’t you just deposit in your own bank?” And I went, “My bank is a credit union or something and it’s in Florida. They’ll hold this thing for two weeks. I need the money now. I have people I need to pay.” He was like, “Well, I’m not sure.” And I was like, “Well, it’s fine. It’s a cashier check. It’s good.” And he goes, “No, it’s good. It’s good.” I said, “You have the money?” And he’s like, “Yeah, we have the money.” He said, “It’s just odd. Hold on,” he goes back in the back, and he comes back and he says, “Where’d you get the check?” Cashier’s check. I said, “It was a cashier’s check. It was drawn off of a closing for somebody’s property that we’re doing. The company I work for, we’re putting on an addition on,” okay, that makes sense.

(02:52:31)
Comes back, goes, “Well, why do you need cash?” And I was like, “I’m cashing guys’ checks that work for the company. There’s a lot of these guys that are Mexican guys. They give them a check, they go to a check cashing company or they get charged 5, 10%. So I cash them,” I’m like, I don’t under… What? The check’s good, right? And he’s like, “Yeah, we’re just trying to verify some stuff.” And he went, “Yeah, hold on.” And he leaves again.

(02:52:56)
And I remember my cell phone rang, and I pick up the phone, it’s Becky. She goes, ” What are you doing? What’s taking so long?” I go, “Ah, the guy’s being a jerk. He doesn’t want to give me the money.” Well, she’s like, “Oh my God, get out of the bank. Get out of the bank.” And I went, “I can’t get out of the bank. The guy’s got my ID, he’s got my credit card, my ID, and the check for 29,000. He’s going to call the police if I just jump up and run.” And I go, “Don’t call me again. I’ll let you know. It’ll be fine.” I hang up the phone.

(02:53:23)
She calls back, same conversation, “I’m bouncing all the walls. I’m like, I’m going crazy.” I’m like, “It’ll be fine.” Hang up the phone. He comes back out and I said, “Hey, so what’s taking so long?” And he goes, “We’re trying to get in touch with Michael Shanahan to verify the check.” That’s not good for me. I’m thinking, right, right. Okay. Okay. And he walks away, the phone rings, it’s Becky, “What’s going on?” I go, “They’re trying to get ahold of Michael Shanahan.” She goes, “Oh my God! Oh my God!”

(02:53:58)
And I’m like, oh my God. And I remember thinking I shouldn’t have left her the keys. There’s a good chance I run out of this place and she’s not there.
Lex Fridman
(02:54:05)
But by the way, when you’re sitting there, you’re who? Scott? You’re Scott?
Matthew Cox
(02:54:09)
I’m Scott Cogno.
Lex Fridman
(02:54:10)
And then-
Matthew Cox
(02:54:10)
The other guy’s-
Lex Fridman
(02:54:11)
He’s calling Michael Shanahan, okay.
Matthew Cox
(02:54:12)
Right. They’re saying they’re trying to get in touch with Michael Shanahan. So then the phone rings, my cell rings again, and I look, and it’s not Becky. So I pick up the phone, I go, hello? And she says, “Hi, this is Kim from Sun Trust Bank. Is this Michael Shanahan?” So I’m like, ” Yes, it is Michael Shanahan.” And she says, “There’s a guy here, he’s trying to cash a check. It’s very large. Could you verify the payee?” And I go, “Sure. It’s Scott Cogno.” I said I believe the amount’s $29,000. And she goes, “That’s right. Thank you very much. I appreciate it.” I said, okay. I said, “Hey, by the way, how’d you get my number? This is my cell number.” And she’s like, “Oh, I’m sorry. We called the title company, and the title company gave us your phone number.” Well, I closed those loans. That’s my cell. That’s why if they looked in any other way, they could have gotten in touch with the real Michael Shanahan. So I was like, oh, okay. Hang up the phone.
Lex Fridman
(02:55:09)
You answered the phone from the bank while sitting in the bank-
Matthew Cox
(02:55:13)
As Scott Cogno.
Lex Fridman
(02:55:14)
As Scott pretending to be Mike.
Matthew Cox
(02:55:18)
Right. So I just verified the check myself.
Lex Fridman
(02:55:21)
As Matthew pretending to be Scott pretending to be Michael.
Matthew Cox
(02:55:24)
Right. So I wait there, terrified still. They come out about two minutes later, the manager comes out, plus a woman, I’m assuming maybe that was Kim. She never said anything. And she walks out, and he counts out the money twice. 29,000. 29,000. And I stand up, and I mean, I remember shoving the money in my pockets. Like I’m trying to get out of there so quick. I’m like, hey. I’m like, okay, cool. I’m thinking this whole thing feels bad.

(02:55:54)
And I’m getting up, and so I’m starting to walk out of the bank and he said, “Excuse me, Mr. Cogno?” And I said, yes, sir. I turned around. And he goes, “I’d like you to know that I feel very apprehensive about this transaction.” And I go, “Really? What is it exactly?” He goes, “I can’t put my finger on it.” And I go, “It’ll come to you.” And I turn around and I just bolt right out of there.

(02:56:21)
And keep in mind, a week or so later, the Secret Service shows up. Did you cash a check for $29,000? So what’s so funny is that was one of the last checks we cashed. So we ended up with like 400,000.
Lex Fridman
(02:56:33)
Was there a connection between the Secret Service and this guy?
Matthew Cox
(02:56:37)
No, the-
Lex Fridman
(02:56:37)
The apprehension.

FBI Most Wanted

Matthew Cox
(02:56:38)
So the FBI is looking for me kind of in Tampa, and they’ve put out a fugitive warrant for me, which is how the US Marshals got involved.
Lex Fridman
(02:56:47)
So the US Marshals track down fugitives.
Matthew Cox
(02:56:50)
Yes, federal fugitives, they track down.
Lex Fridman
(02:56:54)
But everybody’s after you. You’re on every list.
Matthew Cox
(02:56:57)
Right. I’m on the FBI’s most wanted list. At that point, the Secret Service got involved once I leave Atlanta. So when Becky and I pack up our bags and we leave Atlanta, the Secret Service got involved because of identity theft, banking, identity theft. The Secret Service doesn’t just do counterfeiting and protect the president. They also protect the financial infrastructure of the United States, and they especially have jurisdiction when identity theft is involved.
Lex Fridman
(02:57:28)
So identity theft plus bank fraud there, that’s when they [inaudible 02:57:33]
Matthew Cox
(02:57:32)
They move. Yeah, that’s it. That’s their territory.
Lex Fridman
(02:57:36)
And the US Marshals are just fugitives.
Matthew Cox
(02:57:39)
US Marshals, just fugitives. They don’t do any investigations.
Lex Fridman
(02:57:42)
Okay, but they’re all kind of working together?
Matthew Cox
(02:57:44)
Yeah. Yeah. The US Marshals are, let’s say, an arm of all of the various law enforcement agencies. Federal agencies, not the states. The states have their own fugitive task forces or fugitive…
Lex Fridman
(02:58:00)
So when you leave Atlanta, basically everybody’s after you.
Matthew Cox
(02:58:03)
Everybody’s after me.
Lex Fridman
(02:58:05)
Did you know this at that time? Or did you ever sense it?
Matthew Cox
(02:58:08)
No. I mean now every day you’re just looking your name up every day. I’m not, because I’m just trying to get a bunch of money and just blend in, right? Things were not as interconnected at that time as they are now, but they’re starting to get interconnected. But of course, I have no idea how much. I barely go on the internet for anything. Dating. That’s the only thing on the internet. I had never been on Facebook. At this point, Facebook isn’t even out yet. This is 2006.
Lex Fridman
(02:58:38)
Still, were you trying to stay low?
Matthew Cox
(02:58:39)
Yeah, I am. I’m not a flashy person. I’m not driving… Like I didn’t go out and buy a red Lamborghini. I’m driving 40, $50,000 cars. I’ve had some sports cars, 70, 80. Maybe that’s 150,000 sports car now, but it’s still not flashy. It’s not like it’s bright red or yellow. I mean, it’s always something nondescript.

Close calls


(02:59:03)
And I’m living in areas that these cars are everywhere. So I end up going to Charlotte, North Carolina. We rent an apartment, we decide to run a scam in South Carolina, so I go to Columbia, South Carolina. And in between this period of time, we go to Las Vegas. We go to Las Vegas to drop off a bunch of money to Becky’s son’s father, who’s taking care of her son. We drop off some money there we go, and we start… And while we’re there, it’s like, “Hey, there’s homeless people here.”
Lex Fridman
(02:59:45)
So you’re always-
Matthew Cox
(02:59:50)
You know, usually I don’t feel bad telling these stories. You make me feel bad.
Lex Fridman
(02:59:54)
I’m sorry. I’m sorry, my judgment is showing. No, but you have to be collecting identities, I guess, to be constantly creating new identities.
Matthew Cox
(03:00:02)
So I got my survey forms. So I go, and we go out and I’m taking surveys, and I end up going up to this guy. There’s like two or three guys that are standing on a bench or sitting next to a bench or something. And I see him and I walk up. And one guy gets up and he comes over and he is like, “Hey, what do you need?” And I went, “I’m taking surveys for the Salvation Army to determine where we place our next homeless facility.” And the guy goes, “Oh, I’m not interested.” And they always said that. And I said, ” It pays 20 bucks cash right now. It’ll take you five minutes.” And they’re like, “$20 cash right now?” I was like, yeah. I show them the cash. And they go, “Okay, yeah. What do you need?” Name, date of birth, social security number.

(03:00:40)
So when I get to criminal record, he says, criminal record. He’s like, “Yeah, I’ve been arrested three, four times,” he said, “for prostitution.” He said, but they’re like misdemeanors. And I went, okay. And it was like, okay, well prostitution… To me, women get charged with prostitution. Men get charged with solicitation. I went, “Prostitution?” And he said, “Yeah, yeah.” He said, “I offered to blow an undercover cop for 20 bucks.” He said, “That’s what I thought you were coming out here for.” And I was like, no, no, bro. I said okay. And he’s like, yeah. He said, “I mean, a girl’s got to do what a girl’s got to do.” And he made some comment or something. I was like, okay.

(03:01:26)
So I jot down the rest of it, we’re good. I give him 20 bucks. I get in my car. I leave. We get back to North Carolina. I order all of his documents. His name was Gary Sullivan. I then go to South Carolina. When I go to South Carolina, I get a real estate agent. We drive around for a day. We look at five or six houses. I put five owner financing contracts on five different houses. So he writes up five contracts, all of them are asking for owner financing. I’ll put down 10%. I want owner financing. Two of them end up coming back and saying yes, we’ll do it. I have two closings. One of them is a house that’s worth like 225,000. I put down 25 grand. Another one’s 110,000. I put down 11,000.

(03:02:24)
So I buy these two houses. I then satisfy the loans on both the houses. Everything seems like it’s going okay, although Becky’s a lunatic at this point. She won’t take her medication. She’s had so many outbursts. And by this time we’ve had plastic surgery. She’s gotten plastic surgery, she’s gotten a boob job, she’s gotten liposuction. I mean, all kinds of stuff.
Lex Fridman
(03:02:56)
Look quite different? Like appearance changes or?
Matthew Cox
(03:03:00)
Thinner, better looking, just tightened everything up. I guess. She had had a kid, and she was 33, 34. I don’t know how old she was. 32, 33? I don’t know, roughly my age. Yeah, she lost like 15 pounds. Not because of the surgery, but just in general, we’re just working out. We’re going mountain climbing. We’re riding bikes. Fraud’s not a full-time job, so we have plenty of time.

(03:03:29)
So we’re goofing off, but she’s also a lunatic. She’s getting the cops called. She’s able to go out, and she’s able to stay stoned 24 hours a day. She’s going out with friends, drinking. I never leave the house.

(03:03:48)
Even to this day, I really barely ever leave the house. I’m very much a homebody kind of person. So the idea that I’m able to make my living doing YouTube and I never have to leave my house, I love that. I don’t ever go anywhere except for the gym and back home. That’s it.

(03:04:03)
So what happens is I’ve actually moved her out of my apartment. Like I had an apartment downtown, 30-story building. I actually move her into another apartment. She’s that much of a lunatic. We can’t even be in the same place. Multiple times I’ve tried to leave her, she’s called me up and begged me to come back. It’s horrible.

(03:04:23)
So I end up buying a couple houses in Columbia, South Carolina. I satisfy the loans on the houses. I’ve got an ID, not a driver’s license, but an ID in the name of Gary Lee Sullivan. And I refinanced those houses, because keep in mind, there was owner financing, but they also had mortgages. So there’s something called a wraparound mortgage. So these guys did wraparound mortgages. So let’s say you buy a house for $250,000 and the bank lends you 200,000, and then you owner finance the house to me. So I give you 50 grand down, but I’m not able to get a loan from the bank to pay off your mortgage. So what we do is you do a wraparound mortgage. So I’ll pay you your mortgage and you pay the bank. So there is a second mortgage on the property, but it’s wrapped around your first.
Lex Fridman
(03:05:21)
That’s legal?
Matthew Cox
(03:05:22)
Mm-hmm (affirmative). Yeah. I wouldn’t lie to you. So these have wraparound mortgages. So-
Lex Fridman
(03:05:30)
You’re always selling, and you’re good at it.
Matthew Cox
(03:05:32)
So I go, I satisfy the owner finance loans, the wraparound mortgages, and I satisfy the original loans that these people took out on their own mortgages. One of them, by the way, I sat… You have to sign as the president of the bank, right?
Lex Fridman
(03:05:53)
Yeah.
Matthew Cox
(03:05:53)
So I sign it as C. Montgomery Burns, which is the aging tycoon, the guy that owns the power plant in the Simpsons TV show. So I sign that and I notarize it, which I thought was cute. I actually wanted to sign all of them cartoon characters, and Becky was screaming her head off and wouldn’t let me do it. Like I wanted to do all the Simpsons, right? But she wouldn’t let me do it. She’s screaming and hollering. Nobody knows who C. Montgomery Burns is.

(03:06:18)
So I sign it, notarize it, all of those are satisfied. I then go to multiple banks and I start refinancing all these properties multiple times. So I’m applying for these loans, and I’m getting the loans, and I’m closing, so I’ve got like five or six loans on this one house, it’s like 225,000. I think it was like 230, whatever. I borrow four or five loans on that house. So I borrow like $190,000 like five times. So I’ve got like $800,000, and then I borrow another 3 or 400,000 on the other house, the smaller one. So it ends up being like $1.3 million. It’s actually 1.5 million. It was more. But what happened with that was… So keep in mind, you can only open up so many bank accounts in your name. You can go to Bank of America, they’ll open one. Then you go to SunTrust, they’ll open one. They might even ask you, did you open another bank account today? Because every time you do it, there’s an inquiry into something called Check Systems or AccuCheck. And so then by the time you go to the third bank, they’ll say, “Listen, something’s not right. You’ve got multiple inquiries.” If you go to, whatever, Mercantile Bank, they might go, “Okay, we’re going to open one.” They’re going to need an explanation, but you’re not opening more than three. By the third one, they’re going to be like absolutely not. Something’s wrong.

(03:07:46)
So I’ve got multiple identities, but I can only open up so many banks. The other problem is that these checks, they’ll only give you so much money on a refi. Usually after 100,000, they only want to let you walk away with let’s say a $100,000. So one of the things I did was I would typically record another mortgage and have them pay that mortgage off. So I opened a corporation to do that, so I could then turn around and go open corporate bank accounts. Because now it’s not going off my information, it’s going off the corporation, so I can open up multiple corporate bank accounts.
Lex Fridman
(03:08:22)
Well, these corporations are fake or real?
Matthew Cox
(03:08:24)
No, no. I went to a real corporate attorney and had him open them. I gave him whatever. I gave him like $1,500, $2,000, and he opened up a corporation for me, Gary Sullivan, and I then turned around and I went and opened up multiple bank accounts in that corporation’s name.
Lex Fridman
(03:08:39)
How are you keeping track of all this? Is it in your head or do you have good organization?
Matthew Cox
(03:08:44)
Oh no, every single identity has its own file with plastic inlays, sleeves for their passports.
Lex Fridman
(03:08:54)
That’s nice and organized.
Matthew Cox
(03:08:55)
For all this. Yeah, it’s super organized.
Lex Fridman
(03:08:57)
You open this. I’m Gary now.
Matthew Cox
(03:08:58)
Right. That’s exactly what it is. You kind of go over, boom, boom, boom, boom. You sit in your car for a minute, you put it down, you walk in. Well, what happens is it went up to 1.5 million, and I’m pulling money out of the bank, and then one day I got a phone call on Gary Sullivan’s cell phone. The guy, it’s a lawyer. They call up, he says, “Hey, I’m a lawyer with Washington Mutual. We have an issue.” I said, “What’s that?” He says, “We got a phone call from the title company.”

(03:09:26)
One of the title companies that I was attempting to refinance one of the pieces of property with noticed that I… They’d been sent a document that showed that I had purchased the property, and I said I purchased it cash, and the documents said I purchased at cash. And they got that, and there was actually a mortgage on the property. And so somehow or another, they connected it and they called Washington Mutual and they said, “Look, there’s an issue. We have a fraudulent document here.” And he said, “So we went and we looked, and it turns out that we pulled public records and that there is a mortgage in front of us, several mortgages in front of us. So there’s like three or four mortgages in front of me, Washington Mutual. You owe us.”

(03:10:19)
And it wasn’t that much. It was like it 100 grand, right? Like 95 or 100. And I said okay. And he said, “So there’s an issue here. You’ve got a few mortgages in front of us, and we’re supposed to be your first mortgage, and we’re not supposed to be two mortgages behind or three.” And I was like, “Okay, sounds like an error. Not a big deal. Have you contacted law enforcement?” He said, “No, I haven’t. I was hoping we could rectify this some other way.” I said, “You know what? I think we can. I’m going to have my lawyer call you back. I’m going to go to his place right now. Give me about two hours.” No problem.

(03:10:53)
I immediately run, jump in my car, head towards South Carolina, call my corporate lawyer, tell him, “Look, I need to talk to you. Here’s what’s going on.” I explain it to him. He doesn’t really understand. He says, “This sounds pretty complicated. My law partner is a criminal defense attorney. I’m going to set up a meeting right now with all of us.” Okay.

(03:11:15)
I get there 45 minutes later. I walk in the door, I sit down. He says, “What happened?” They said, “Gary, this doesn’t sound right. What happened?” I said, “Okay, so listen. Bought this house. I bought it cash. I then refinanced it,” I didn’t buy it cash, but I told him, “I bought it cash. I refinanced it like four or five times within a day or two of each other.” And they were like, “How is that even possible?” I was like, “Well, I went to different title companies,” and I explained how I do it. I said, “Washington Mutual just found out that they’re in second position or third position.” Or I said, “But they may be in fourth position.” You know they mail these things in so you never know. And he was like oh my God. He’s like, “What do you want to do?” I said, “I want you to contact them and agree for them to not contact the authorities provided I pay them off.” He goes, “Do you have the money?” I said, “I do have the money. I can go get the money right now.”

(03:12:10)
He calls the lawyer. This is back when faxes, right? So they fax some documents back and forth. They do a couple emails back and forth, and they have a conversation. I remember the lawyer started arguing because he wanted to charge me like yield spread and fees and stuff, and I was like, “What are you talking about? I’ll pay it.” So it ends up being a little over 100,000. And I’m like, that’s it. So he’s like, okay. And so he says, “Okay, that sounds good.” And so he said, “Okay, all you have to do is go get the check.” And he said, “bring it to a Washington Mutual branch. Tell them to call.” I said, “I’m not going into a Washington Mutual branch, bro. I’ll bring you the check.” So he calls them back, he’s not doing that, right? Okay, I’ll bring it here. You guys take care. He said, “No problem.”

(03:12:56)
Okay, hang up the phone, and he turns to me and he says, “Okay, well we have a problem.” He said, “We still have the problem of these other mortgages.” And I went, “Right?” I said, “They don’t know anything.” He said, “I know, but Gary,” he said, “what if they find out?” I said, “They find out that they’re like in second and third and fourth place?” He’s like, “Right.” I said, “I leave town.” So they both laugh. They go, “Gary, you can’t just leave town. They have a copy of your driver’s license. They have your social security number. They have your birth certificate. They’ll find you. It’s the FBI.” And I go, “You’re assuming I’m Gary Sullivan.”
Lex Fridman
(03:13:36)
Wow. You tell them.
Matthew Cox
(03:13:37)
And listen, they looked at me and they went… And I remember he said, he goes, “We’ll cross that bridge when we get to it.” And I said, “Right, my immediate problem is getting rid of these people.” And he goes, “Right. Right.” So I go get the check, bring it back, give it to them. Never called the FBI.
Lex Fridman
(03:13:59)
Can’t believe you got away with the Washington Mutual.
Matthew Cox
(03:14:03)
Oh, bro…
Lex Fridman
(03:14:04)
I mean, these are all really close calls, it seems like.
Matthew Cox
(03:14:07)
No, this is the close call. I have two more close calls that my hands sweat thinking about it. I walk into Wachovia. I just opened this account two months ago, so it’s a new account. So whenever I would go in there, I’d say, “Hey, I need $7,000, $6,000.” Anything over $3,000, they had to call to get permission, like authorization. So she’s like, “Okay, I got to go call.” I said no problem. So the girl walks in the back, I’m sitting there waiting, all of a sudden a massive person reaches over my hand and grabs my wrist, and somebody grabs it from the other one, and they pull my hands behind my back. These are two of possibly the largest law enforcement officers I’ve ever seen in my entire life. And they’re massive. And they handcuff me and they say, “Mr. Sullivan, you’re being detained. We’re taking you into custody, and we’re holding you until a detective gets here.”
Lex Fridman
(03:15:12)
Who are these guys? Is this just Marshalls or is this cops or what?
Matthew Cox
(03:15:15)
These are Sheriff’s deputies.
Lex Fridman
(03:15:16)
Sheriff’s deputies, okay. So Gary Sullivan, right?
Matthew Cox
(03:15:19)
Right. And as they walk me in the back, they’re calling me Mr. Sullivan. They sit me down, and by now the Secret Service are looking for me. They were calling us John and Jane Doe, but now they figured out who we were. And so now I’m on the Secret Service’s Most Wanted list. I’m not number one, right? I probably was, but we just found out I was on that list. So it is getting bad.

(03:15:47)
So they sent me down, and I’m waiting, and I remember thinking that the FBI was coming. I don’t really know. At that point, I couldn’t tell you the difference between everybody. And then five minutes go by and I’m sitting there going, ” What is going on? Do you guys have any idea what’s going?” They’re like, “We don’t know. We’re just grunts. We just do what we’re told.”

(03:16:05)
So suddenly this guy walks in, he’s probably in his early thirties, maybe. He walks in, gray suit, I think he looks like he’s FBI. He says, “Hey, I’m a detective with the…” I want to say Richland County, whatever, sheriff’s department or police department, whatever. And I was like, oh, okay. And he says, “Yeah, listen, we’ve got an issue. Wachovia, they want us to arrest you.” He said, ” They’re saying that you’ve got three mortgages on your house.” And I go, “Is that illegal?” And he looked at me and he went, “You know, to be honest, I don’t know.”

(03:16:41)
And I distinctly remember thinking, I’m walking out of here. All I have to do is convince this guy I haven’t done anything wrong. He’s already said he doesn’t know. So he gets on the phone with the head of Wachovia’s fraud department, and he’s saying, “This guy is running what’s called a shotgunning scam,” which is absolutely right.
Lex Fridman
(03:17:01)
What is a shotgunning scam?
Matthew Cox
(03:17:02)
It’s where you close on so many loans simultaneously, they can’t catch it. Anyway, they start going back and forth, and he’s on the phone and he’s like, “Why did you close three loans?” I said, “It’s not illegal. I have a first mortgage, a second mortgage, and a home equity line of credit. That’s perfectly legal.” And he goes, and you can hear the guy. “They’re all first mortgages,” and I said, “I read every one of those documents. Not one of them said they were first mortgages.” And they don’t. First mortgages don’t say they’re first mortgages. It’s the placement of the mortgage, the placement of the lien that determines is it a first, second, or third.

(03:17:40)
So it’s possible that I wouldn’t have known it. It’s certain that I could have read those documents and not known. And he’s like, “That’s not true!” And he’s screaming. And so I go, yeah, listen. And he said, “Well, you’re taking it out all cash. Why are you taking all cash?” I said, “I don’t know if this might be illegal,” I said I don’t know. I said, “I mean, I work for a labor company-“
Matthew Cox
(03:18:03)
I work for a labor company, Labor on Demand. I pull out my business card. You can call. So, I’m like, “I work for Labor on Demand.” I said, “We hire a lot of guys that they don’t have bank account. So, the company pays them.” Then usually, I’ll pull out money and I’ll cash their checks, because they get charged like 10% of these check cashing companies. I feel bad. I know the checks are good, so I just deposit them. I mean, I don’t know if that’s illegal. I don’t think that’s illegal. He’s like, “No, no, no, that’s fine. That’s a decent thing to do it. That’s fine.” I’m like, “Oh, okay.” He’s talking to the guy and Wachovia, screaming out, hollering. He’s going back and forth, back and forth. So, we’re going back and forth and I’m just derailing everything this guy says.

(03:18:53)
At one point, he’s screaming, “He’s committing fraud. We want him arrested.” He’s like, “I don’t know what to charge him with.” He’s like, “Hey, look. How did you even do this?” I go, “Look, I didn’t do this.” I said, “I came to Wachovia. I met with a loan officer.” I said, “I need a first mortgage. I need to pull out $100,000. I want to start buying houses.” He goes, “That’s right. You own another house here too, don’t you?” I said, “I do.” I said, “We’re putting a new roof on it. We’re going to build an addition. We’re putting in a pool. I’m buying one right down the street from that one.” Obviously, I’m pulling out money. I said, “So I told them I need $100,000.” They said, “That’s fine.” They said they could only get me $100,000 out for something about Fannie Mae guidelines, which is true.

(03:19:44)
So, then she said, “I can send you to a friend of mine who’s a loan officer. She can get you a second mortgage,” which she did. Then I told her, “She could only get me $100,000 or so, $190,000.” She said, “You should get an equity line of credit if you’re going to be doing renovating properties.” So she sent me to somebody and they got me an equity line of credit. I said, “I haven’t committed fraud.” I said, “I wouldn’t know how to commit fraud if you told me.” I said, “What sounds more reasonable? A guy that worked for a labor company ripped off a bunch of banks for over half a million dollars, or some loan officers got together and did something illegal?” I said, “There’s a problem at the bank.” He says, “I think you’ve got a problem at the bank.” This guy goes nuts.

(03:20:33)
While he’s screaming, “He needs to be arrested. This is fraud,” my loan officers have not done anything illegal. They wouldn’t do that. He says, “Look at his ID. His ID is fake. His ID starts with 000.” South Carolina ID start with 000. This guy’s in California. He has no idea. So, when he says that, the detective looks at my ID and he goes, “Listen.” He said, “This is a real ID. I ran this guy through NCIC.” He said, “This is Gary Sullivan.” I looked at him. I go, “Now I’m not Gary Sullivan.” I go, “Come on, bro. What are we doing here?” He goes, “I know Gary. I know.” He says, “I’m going to take him downtown. I’m going to talk to my whatever, lieutenant, whoever captain. I’m going to fill out a police report and I’ll let you know.” He hangs up. I get up. They’ve taken the handcuffs off. I stand up.

(03:21:38)
As we’re walking out with the detectives, as we’re all walking out, he goes, “Hey, you have an ID. Do you have a driver’s license?” I went, “I do, but it’s in Nevada.” He goes, “Oh, that’s right.” He goes, “You’re from Vegas.” He looks at the two deputies and they all grin. I think he ran me through NCIC, which means he ran a statewide criminal database, which means he thinks I’ve been arrested three times for prostitution in Vegas.
Lex Fridman
(03:22:09)
Right.
Matthew Cox
(03:22:10)
Listen, I’m humiliated. I was just like, “Oh, man.” So one of the cops goes, “Here, give me the ID,” takes the ID. He goes, “I’ll check and see,” because I have to follow him back in my car. So, he goes, and by the way, my car is in the name Michael Eckert. So, Michael Eckert, he doesn’t have a photograph of Michael Eckert, because you can’t pull up photographs from other states. So, he doesn’t have a photograph, but he knows that’s not my car. He asked me, “Whose car are you driving?” I said, “Oh, that’s my boss, Michael Eckert.” I said, “That’s my boss.” He goes, “Oh, Michael Eckert?” I said, “Yeah, exactly.” I’m like, “Oh, my God.” So I’m thinking he knows Michael Eckert, knows it’s registered in North Carolina, knows the address, which is where I was currently living. That’s a problem.

(03:23:04)
So, the deputy grabs the ID, walks outside, comes back. I have no idea if this homeless guy has a driver’s license in Nevada. I don’t know. He had nothing on him. He comes back and he goes, “Does he have a valid license?” He goes, “Yeah, it’s valid.” He hands it to him or he hands me the ID and he goes, “It’s valid.” He looked at me, he goes, “Yeah, well…” He said, “It says, he’s 5’11.” It was like 5’10, 5’11, and I’m clearly not 5’10 or 5’11. They all look at me and I go, “Fellas, with a good pair of shoes.” They all go, “Follow us, Gary.” I follow them back to the police station. Becky is calling me on the phone, screaming her head off.

(03:23:53)
Now, I’d always told Becky, “If I ever get arrested, immediately, go get me a lawyer. The lawyer will be able to get me out on bond,” because I’ll be arrested for something stupid. I said, “It’ll be something like trying to cash a fake check.” All my IDs are real, so it won’t be for a fake ID. So, my ID won’t be in question. Most police departments and sheriffs at that time did not run your fingerprints through AFIS, because they charge them for that. So, they don’t typically do it unless your identity is in question. Mine wouldn’t be. I have a valid driver’s license or a valid ID in that state. So, I go back. She’s screaming, she’s like, “Oh, my God. You don’t understand. I just checked the internet, the website. You are number one on the Secret Service’s most wanted list.”

(03:24:54)
I was like, “I got bigger problems right now. They just held me in the bank. I’m following them right now.” She was like, “Get on the interstate. Go, go.” I cannot go. The detective’s in front of me. The cops are behind me. They’re escorting me to the police. Listen. She’s like, “Oh, my God! Run! Run!” I go, “Look, not a NASCAR driver.” It’s a sports car, but it’s not going to outrun a radio or a helicopter. That’s not going to happen. I know it seems nice. I’m not that guy. I said, “Look, you don’t understand. I was in handcuffs 30 minutes ago. I just talked my way out of him. I’m going to get out of this.” I said, “The worst that’s happens is I’ll be arrested as Gary Sullivan. You can get me an attorney. He can get me out.”

(03:25:42)
She goes, “I’m not getting you an attorney. I’m not getting you out on bond. I’m not risking everything I’ve got for you,” because she has all the money. We’ve got $700,000, $800,000 at this point. By the way, she’s not even in North Carolina at this point. She’s relocated to Houston, Texas. Because when this scam fell apart, we were going to move to Texas. So, we were already moving there.
Lex Fridman
(03:26:14)
But by the way, just a small tangent, where do you store money in situations like this? When you talk about $800,000, do you have to keep moving accounts to make sure it’s not accessible by FBI?
Matthew Cox
(03:26:27)
Well, there’s about $600,000 or $700,000 accounts, but keep in mind, I’m getting that out in cash. There’s no Bitcoin. None of that stuff exists. So, I probably should have bought diamonds or bought gold. I don’t know any of that. All I could think of is go in slowly, be patient, don’t drain the accounts, fluctuate them. I was getting cashier’s checks from one account to another. So, the balances were doing this. They weren’t just going … They were doing this, and then one day, boom, they’re gone.
Lex Fridman
(03:26:59)
Okay, got it.
Matthew Cox
(03:27:02)
We’ve gotten out like $600,000 or $700,000. There’s still $600,000 or $700,000 in the bank, but I’m not going back. I’m done. Well, look, I go in. So, I go into the police station. Well, first she says, “If you go in the police station, I’m done. If you get arrested, you’re done.” I said, “Well, then I better not get arrested.” I hang up the phone. The cop’s standing behind my car. I get out. I go in the police station, I walk in. I fill out the police report. He tells me, “I got to talk to my captain real quick. Can you wait?” He couldn’t leave me in his cubicle. He goes, “Can you wait in the hallway? I can’t leave you in the cubicle.” I said, “No, no problem.”

(03:27:42)
So I go and I wait in the hallway. In the hallway are a whole wall full of, on the corkboard, wanted posters, black and white, black and white, car thief, rapist, murderer, Secret Service’s most wanted. My face is right there. I’m like, “Holy Jesus.” Everything in me told me, “Run, bro.” Just fucking [inaudible 03:28:08] right now. Right now, just go. Your luck’s run out. There were so many, I didn’t think he was going to see it, but everything in me just said run. The problem is if you’ve ever been into a police station, you’re not getting out of it. Do you understand?
Lex Fridman
(03:28:23)
There’s a lot of cops around.
Matthew Cox
(03:28:26)
Well, not just that, but they buzz you in. You get in the elevator, you have to punch in a code. You have to punch in a code to get back out of the elevator. You have to punch in a code to get into the next door. I mean, it’s impossible. I’m not going to get in the elevator. The cop comes back up. He said, “Hey, Gary, appreciate it. No problem. My captain said, we’re good. We’re going to wait for a phone call from the…” No, wait. The district attorney called already. They’re looking into it. I’m going to go ahead and let you go. I go downstairs. He walks me to my car. He said, “Look, do me a favor.” He is like, “We do have some serious questions at this point. The district attorney says there’s some things.” I said, “Not with me.” He said, “Well, just do me a favor.” He goes, “Don’t leave town.”

(03:29:14)
I said, “Bro, I own two houses here. I’m not going anywhere.” I said, “I’m telling you right now. Wachovia, they fucked up.” He’s like, “I believe you. I believe you.” Whatever he said, I hope they’re right. I’m sure you’re right. Okay. So, I get in my car. I leave. I go to two more banks, pull out more money, but at one point, I go into a bank and two of the cashiers practically slam into each other trying to get to the phone. I can tell something’s up. I go, “No, no, no, no. Something’s up.” So I get in my car back out. One of them even runs out and looks at the tag number. So, I drive. I get in the interstate. I go. Becky, of course, I’m sorry. I love you. I would’ve never done that. I was just scared. I understand.
Lex Fridman
(03:29:58)
Becky sounds like a handful.

Break up with Becky

Matthew Cox
(03:29:59)
Oh, my God. So, I go all the way back to Charlotte. I pack up my apartment. I drive all the way to Houston with my entire apartment packed up, by the way, in a U-Haul. The next day, the next morning, she’s got people there packing it up, movers. We pack it up. I drive the U-Haul all the way to Houston. It takes a couple days. We have some guys unload it into a storage unit, because I’m going to stay with Becky until I find my own apartment. As we’re driving around the neighborhood, super nice. She’s living in that 20th floor or something of some huge high rise, great apartment. We drive by and I go, “Oh, stop the car and I want to get out.” It was one of those cone things where there’s flyers for a house. I jump out and I get the flyer. She’s like, “What are you doing?”

(03:30:56)
I go, “Well, I was just looking at the flyer,” and she says, “I don’t want to do a scam here. I want to live here. This place is nice. I love it here.” I went, “Right, I understand.” I said “No, but I have to find an apartment.” She goes, “Oh, I’m just so disgusting. You can’t stand to spend even a couple weeks with me.” She goes just ballistic. She’s screaming at the top of her lungs, and I know she’s going to get me caught. She’s never going to get me out. She’s already told me that. So, we go back to the apartment, we go upstairs. I was so scared of this chick, bro. I was so scared. I remember I was going up in the elevator, and this girl gets on, clearly a stripper. I mean, drop dead, just wearing stripper clothes.

(03:31:49)
As soon she got on, Becky gave me that with the face. I’m like this. I’m staring in the corner and never look at the girl. I remember we get off the elevator, bing, it opens. I bolt off it. Becky bolts off the elevator, and I remember she squeals, “I bet you just love to fuck that tramp.” As the elevator doors are closing, she goes, “Hey!” I thought that was funny. So, I go to the apartment. We have a screaming match, kind of, tell her I want to split up the money. She tells me she’s not going to split the money.
Lex Fridman
(03:32:31)
Why?
Matthew Cox
(03:32:32)
Because she said, “You can go somewhere else and do this again. You’ll have $1 million in six months. I have to live off this money.”
Lex Fridman
(03:32:44)
Did she threaten you?
Matthew Cox
(03:32:45)
Oh, it was funny too, because the conversation back and forth, I remember saying, “No, I want half.” She said, “I’ll give you $10,000.” I said, “You’re out of your mind.” I said, “I’m telling right now. You come up with something reasonable. I’ll take all of it.” I said, “I’ll take all of it.” She goes, “And what? Escape in that U-Haul?” She says, “The cops are going to be looking for in five minutes.” I just remember thinking, “Oh, wow.” Keep in mind, all of my IDs, everything are in the storage unit that she has a key to. I’m not getting those. It’s over. I got an ID right now that says my name is Michael Eckert. I’m driving a U-Haul van.
Lex Fridman
(03:33:23)
Yeah, it sounds like she has a lot of negotiation leverage.
Matthew Cox
(03:33:26)
So we start arguing back and forth, and she says, “$100,000. I’ll give you $100,000.” I said, “I’ll take it.” She counts out $100,000. Later when I recounted, it wasn’t even $100,000. It was like $98,000. That’s fine. It’s fine. But we’ve got them all marked, $2,000, $5,000, $6,000. She’s like, “2,000, $5,000, [inaudible 03:33:45].” She ends up stiffen me. That’s fine. It’s not my money. So, I take it, I leave, and as I’m leaving, she’d always called me before on the phone and begged and pleaded and cried. I messed up. Please give me a chance. I’m sorry. I’ll take my medication. I’m sorry. I thought it was better. I thought it was okay.

(03:34:04)
I remember walking out. I put my cell phone on the counter and just walked out, went downstairs, got in the truck, and drove. When I got to Louisiana, I stopped at Baton Rouge. I mean, at some point, I stopped and I think I got a room or something. At one point, I know I stopped.
Lex Fridman
(03:34:31)
So you drove without a plan essentially?
Matthew Cox
(03:34:32)
I drove back to Charlotte to get my car.
Lex Fridman
(03:34:37)
Got it.

Calling parents

Matthew Cox
(03:34:38)
So I can’t be driving. So, I stopped at Baton Rouge at one point and got a cell phone, like a burner phone, a Verizon Virgin mobile or something, one of those little phones. So, I bought one. I call a few people at home, back home, called my mom. She’s in tears crying. My dad’s yelling in the background.
Lex Fridman
(03:35:06)
Just a small attention. What did your mom and dad say? Do you remember anything stand out to you?
Matthew Cox
(03:35:11)
No, my dad, well, I hope you’re happy. Every time someone mentions your name, your mother cries, which is funny to me because growing up, he was never concerned about her crying. So, it was like, “Since when did you care?” My dad, he’s an alcoholic. He’s been sober for two years, a month and a half, drinking binge, and then sober for six months, and then did it again, then sober. It just went back and forth and in and out of alcohol drug programs. But like I said, worked for State Farm and he was a top-selling manager. So what they would do is they’d put them into a 30-day program, and I mean, he has to stay there. They were the only ones that had that control, because they’re like, “You’re going to do this and you’re going to pass it, or we’re firing you.”

(03:36:12)
He made a lot of money and he made a lot of money for State Farm. He hired and trained a ton of agents, and he had one of the top performing agencies. So, he was worth a lot to them. What ends up happening is I get that phone that I was telling you about, and I called, talked to my mom. She’s crying. She’s like, “I love you so much. I just want to make sure you’re safe.” I end up calling Susan Barker, which was one of the brokers that worked for me at the time, call her, and I say, “Hey, what’s going on you?” She’s like, “Oh, Matt, what’s going on? FBI is everywhere. They’ve been talking to everybody.” It’s like a year and a half at this point.

Calling FBI


(03:36:59)
She’s like, ” They come around every once in a while. Everybody’s gone in, everybody’s cooperating, everybody’s talking, everybody’s blaming you,” including her. So, as we’re talking, she said, “Look, the main FBI agent on the case, she told me if I ever spoke with you to have you call her.” I was like, “Yeah, I’m good.” So she goes, “Her name is Candace, and she wants you to call her.” She goes, “At least call her for God’s sakes. Maybe you could just turn yourself in. Maybe you can negotiate just like a couple years. If they’re not going to catch you, then maybe turn yourself in. Maybe it’ll help, at least hear her out.” I was like, “Okay, all right. You’re right.” Hang up the phone. I call Candace. She picks up the phone. I go, “Hey.” She goes, “Who’s this?” I go, “This is Matt Cox.”

(03:37:49)
She goes, “Hello, Mr. Cox. How are you?” I go, “I’m doing okay. How’s it going? I understand you want to talk to me.” She goes, “I do.” I said, “What can I do for you?” She says, “You can turn yourself in.” I go, “Well, that’s not going to happen.” I said, ” What else do you need?” She said, “I think that you should think about turning yourself in.” I said, “Why? Well, what am I looking at?” She goes, “Well, that’s not how it works. The way it works is you turn yourself in and we take that into consideration.” I said, “No, no, no, no.” I said, “That’s not good enough.” I said, “I’m not stupid enough to turn myself in and hope for the best.” So she says, “Well, let’s talk about this.” I said, “Well, what am I looking at?” She goes, “I don’t really know. I can’t tell you that.”

(03:38:31)
I said, “Well, then we don’t really have anything to talk about.” She goes, “Well, wait a second.” She said, “Hold on. Let me call the US attorney. Maybe we can work something out.” So I said, “Okay, I’ll call you back.” She said, “Well, give me your phone number, I’ll call you.” I went, “No, no, no.” I said, “I’ll call you.” I said, “I’m going to hang up the phone. I’m going to turn the phone off.” I said, “For all I know, you’re triangulating this phone call right now or something.” She goes, “Oh, give me a break.” She goes, “You’re not that important.” I remember thinking, “Who do you think you are? You’re just some little fraudster guy running around. You’re not a terrorist.” I almost was like, “Oh, okay. Here’s my number,” which she probably already had.

(03:39:23)
But I almost was like, “Okay, I’ll wait for your call and left my phone number.” I said, “No, you know what?” I said, “I’m going to hang up the phone. I’m going to turn it off anyway, and I’ll call you back.” All right. Whatever. I hang up. I turn off the phone. It turns out I found out later when I ordered the Freedom of Information Act. She actually immediately called the US Marshals, and they immediately called, took the phone number, and tracked back the phone and immediately had two marshals from Baton Rouge go immediately to the place where I had been.
Lex Fridman
(03:39:51)
Damn.
Matthew Cox
(03:39:52)
Oh, listen. Yeah.
Lex Fridman
(03:39:53)
They work fast, and she’s good too.
Matthew Cox
(03:39:56)
Not just that. I made the initial calls sitting there where I went and bought the phone. It was a gas station. There was also a Subway station. I had ordered a Subway. I was eating a Subway, playing on my computer, programmed the phone, and making phone calls. So, by the time I talked to her, they’re driving. By that point, I walked and gotten into my vehicle and I leave. But who knows? I don’t know if they showed up 30 minutes late. I don’t know. I could have hung out. Oh, I’m just going to finish my food, could have shown up. So, I call her back an hour or two later. She says, “Listen, first time he hadn’t got back with her.” Then he did. Then he came back. He said, “Seven years. He’s got to turn himself in here.”

(03:40:41)
So seven years, that seems like a lot. I kept saying, “Is that seven years for everything?” She goes, “Yeah, that’s for everything.” I was like, “That’s everything that happened in Atlanta and some stuff that you don’t know about?” She said, “Look, what’s important is you turn yourself in Tampa.” I was like, “Okay. Well, I’m closer to Atlanta. Why wouldn’t I turn myself in Atlanta?” She’s like, “Look, you don’t want to do that. You don’t want to do that.” Well, because the Secret Service would’ve gotten the credit if I’d walked in there, right? So I don’t know anything about rivalries and how they work at that time. I do now. So, we go back and forth, back and forth, and I continually ask her, “Does that include Atlanta and everything?” At some point, I realized like, “Oh, she’s just not answering.” So finally, I said, “Listen, you keep dodging this question.” She said, “All I can speak for is Tampa. So, if you come back to Tampa and you cooperate against everyone, seven years.” She wants me to cooperate against my ex-wife. I’m like, “I’m not going to do that.” I said, “My ex-wife didn’t do anything. She doesn’t know anything. She didn’t do anything.” Well, that’s not what I heard. She’s going on and on. I was like, “No, no.” I was like, “Oh, wow.” I was like, “So that’s just for…” She’s like, “That’s right.” I said, “All right, we’re done.” No, wait. I can call the Atlanta US attorney.

Running from cops


(03:42:15)
No, lady, I wouldn’t believe you if you told me water was wet. I don’t trust you. I hung up the phone, threw it out the window, and I ended up going to Charlotte, dropped off the U-Haul van. I would’ve actually brought it back to the dealer. It’s not like I evaded. I brought it back. So, I bring it back. I go to my old apartment in Downtown Charlotte, and I remember thinking I would be okay. I know by this point that they knew Michael Eckert’s name. They had the address in Charlotte. So, I know by this point, it’s been five, six days. So, I know they’ve tracked him back there. So, I figured if I could get my car, I’m fine. So, I go into the apartment complex, and it’s one of those four or five, six-story apartment. Those are parking things that stack up. So, I go into this parking garage thing. So, I go in.

(03:43:20)
I’m on the third floor or something. I look at my car and I get in my car. I remember as soon as I drove out of the parking garage, I was like, “I’m good.” So I can go ahead and pull across the street and stop at Starbucks. So, I stop at Starbucks. I walk into Starbucks. I order a Starbucks. I’m standing there waiting for the barista. I look over and it’s two people from the apartment complex staring at me. They’re whispering and pointing, and I remember thinking, “This is the fifth of the month.” I hadn’t paid my rent. I hadn’t been there. So, I thought that makes sense. Maybe I’m picturing an eviction notice or a three-day notice on my door or something. I’m like, “Okay.” Then one of them bolts out the back.

(03:44:07)
There’s a guy and a girl. The woman runs out the back. He’s standing there staring at me. I get my venti vanilla latte. I get my little frou frou drink. So, I got my frou frou drink. I walk out, I get into the car. He follows me. I get in the car. I set everything up. I put my seatbelt on. I’m okay. He’s standing there staring at me. I’m thinking, “Something’s wrong. What’s up?” I check to see. There’s no traffic. I’m good. I’m about to leave. He starts screaming, “He’s right here! He’s right here!” I look in the rear-view mirror. There’s two guys running towards the back of my car. I punch it and I take off.

(03:44:49)
Sounds dramatic. It wasn’t that dramatic. There was no cars. I knew there was no cars already pulling out. It wasn’t like a T. J. Hooker, where I jumped over, slid across the hood. They didn’t catch the car and hang onto the back. So, they’re running, and I, boom, hit it.
Lex Fridman
(03:45:05)
Did you spill the coffee?
Matthew Cox
(03:45:08)
No. It was one of those little things. It was actually nice.
Lex Fridman
(03:45:10)
You’re making it sound like you were pretty calm. Weren’t you panicking here?
Matthew Cox
(03:45:13)
I was terrified. Terrified.
Lex Fridman
(03:45:16)
So you’re under fear. You’re still operating-
Matthew Cox
(03:45:21)
Yeah, I operate.
Lex Fridman
(03:45:22)
… calmly.
Matthew Cox
(03:45:22)
It’s funny you say that, because the Secret Service, when they talk to these guys, all the people that they spoke with said the same thing over and over again. The guy was a professional. He never seemed upset. He never seemed agitated. He was never in a hurry, but most of the time, I wasn’t, because it wasn’t until the police got involved or the federal law enforcement got involved that I started really getting anxious. So, at that point, I take off. I drive about a mile down the road.
Lex Fridman
(03:46:02)
Who were the two guys, by the way?
Matthew Cox
(03:46:04)
I thought it was FBI. I ordered the Freedom of Information Act when I got to prison at some point in the future, and it was U.S. Marshals.
Lex Fridman
(03:46:14)
It sounds pretty dramatic to me, U.S. Marshals running towards your car, but it’s all right.
Matthew Cox
(03:46:20)
It’s hard not to tell it like it’s dramatic.
Lex Fridman
(03:46:22)
I understand. There’s not much traffic. It goes. Okay.
Matthew Cox
(03:46:25)
It’s not like their fingers were at the back of the car. They’re holding on. But yeah, if I had waited an extra 20 seconds, yeah, they would’ve been on my car. They would’ve been right there at the door.
Lex Fridman
(03:46:35)
Did you consider giving up there or no?
Matthew Cox
(03:46:39)
No. Listen, my instinct is get out, go, go, go, go, go, go.
Lex Fridman
(03:46:44)
You’re already on the run.
Matthew Cox
(03:46:45)
I’m already in trouble. It’s not like they’re going to add anything. Although, to be honest, it only got worse, because actually, at that point, I drive down the road. I stop at a homeless facility. I survey three guys. I’m a mile down the road. Looking back on it, I think, “What were you thinking?” But there were three homeless guys that were in their early 30s, and they were all Caucasian. That’s hard to find. So, trust me, I’ve spent hours before finding these guys.
Lex Fridman
(03:47:15)
So that’s the golden thing you’re looking for is white guys in their 30s.
Matthew Cox
(03:47:20)
Right, because I was in my 30s. I wasn’t an old man, like I am now. So, I surveyed them. I drive straight to Nashville, get to Nashville, drive through an area called Green Hills. Well, first when I got to Nashville, I stayed the night, and the next day I went into… I’m going to say a UPS store. It was actually a Kinko’s. They used to be called Kinko’s.
Lex Fridman
(03:47:48)
I remember Kinko’s. They got bought by FedEx, I feel like.
Matthew Cox
(03:47:52)
Oh, is it FedEx? Okay. Then it was a FedEx store. So, I go in there and you give them like 50 bucks or something or 20 bucks or something. They’d give you like 100 business cards. So, I go get a phone number, a burner phone. I go in there. I call and get a phone number the local HQ. I come up with a name, Manufacture Funding Group. I’ve got two phone numbers. I get business cards made. One of the guy’s name that I surveyed was… His actual name was Joseph Marion Carter Jr. I went by Carter. So, I get business cards made of Joseph Carter. I then drive through Green Hills, took them like an hour to get the card. So, I’m driving through Green Hills. I’m planning on going to an apartment, but still I don’t have an ID. I don’t have anything.

(03:48:39)
I’m wondering, “What am I going to do? How am I going to get a place to stay? I’m going to stay in a hotel. What am I doing?” I’m using an ID that the cops are looking for. So, as I’m driving, trying to find this big apartment complex, there’s a guy putting a sign in the front yard of a townhouse, several townhouses, probably in his 60s. I pull in, jump out of the car, and I said, “Hey, is this for rent?” He said, “Yes, it is.” I said, “Oh, okay.” Yeah. Can I see it? Sure. I go in, check it out, come back downstairs. It’s perfect. I said, “Listen, I work for a company, Manufacture Funding Group. Boom, hand thing. I said, “I’ve been in Europe for the last…” I forget what I said.

(03:49:23)
I said, “England, some little town outside of London, whatever, Dexter, London for the past five years. I don’t really have any credit.” But I said, “I can put down a double the security deposit or whatever you need. Here’s my business card.” He looked at me and he looked at my car and he goes, “You look like an honest young man.” He said, “I’ll take the first month’s rent and deposit.” He said, “Now, go get a lease right now.” I said, “Okay.” I said, “Oh, okay.” Filled out a lease right then, gave me the keys. Nice. Very trusting in that town.
Lex Fridman
(03:50:02)
Oh, yeah, but there must’ve been also something about you where you just got a nice car.
Matthew Cox
(03:50:09)
You’re going to get a lot of comments to say white privilege.
Lex Fridman
(03:50:12)
I think the charisma has something to do with it.
Matthew Cox
(03:50:18)
Well, I appreciate that. So, he gave me the keys. Listen, I ordered all of Joseph Carter’s vital information, all of his birth certificate, social security card, everything that night from a Kinko’s or I forget where, but from one of these places I went online. You could go online back then. There wasn’t WiFi everywhere. So, I ordered the stuff. It shows up a couple days later. I take that information. I go and I get a driver’s license. Within seven or eight days, I’ve got a driver’s license in his name. I get in that car, Michael Eckert’s car. I drive it all the way back to Nashville. I leave it in long-term park.
Matthew Cox
(03:51:03)
Michael Eckert’s car, I drive it all the way back to Nashville. I leave it in long-term parking, get on a plane, fly back to Nashville, go in and buy myself a brand new car. It wasn’t brand new, it was a couple of years old, but from CarMax. [inaudible 03:51:15] within two weeks, I am completely 100% set up. I start dating for three, four months. That gets really boring and-
Lex Fridman
(03:51:23)
Where again? In Nashville you said?
Matthew Cox
(03:51:25)
Nashville.
Lex Fridman
(03:51:26)
Okay, got it.
Matthew Cox
(03:51:26)
So I started dating a bunch of chicks and then I end up meeting this one girl.
Lex Fridman
(03:51:30)
By the way, are you lonely here because you’re on the run? Is that-
Matthew Cox
(03:51:32)
Man, listen, I’m telling you right now, being on the run was the best part of my life.
Lex Fridman
(03:51:38)
Really?
Matthew Cox
(03:51:39)
You know how all these guys say, “It was horrible and I was always so concerned and looking over my shoulder and,” it wasn’t, I wasn’t. Keep in mind, I’ve gotten five or six traffic tickets while on the run. I went to traffic school as someone else. I got so many traffic tickets in his name, I went to traffic school as him. If I got pulled over, I’m not concerned.
Lex Fridman
(03:52:00)
So your confidence just was over the top here.
Matthew Cox
(03:52:03)
And I’m driving a vehicle in the name of the driver’s license that I have that was issued by that state. Full coverage insurance. I’m not an idiot. I’m not driving around a stolen car with a broken taillight and a body in the trunk. I’m covered. I’m not concerned about the local cops.
Lex Fridman
(03:52:20)
Plus you’re going to Starbucks, sipping your coffee and driving away from U.S. Marshals [inaudible 03:52:26]-
Matthew Cox
(03:52:26)
Right, right. That was-
Lex Fridman
(03:52:27)
You could start believing that it’s impossible to catch you.
Matthew Cox
(03:52:30)
That is exactly what it is. Every time I just kept getting more and more emboldened, more and more cocky, arrogant. They’re not going to… I’m too good. Which is great until they catch you. And so I meet a girl named Amanda Gardner. Well, what I end up doing is, keep in mind, I’ve only got a hundred thousand or so. So I go and I start buying houses in the area, in this area called J.C. Napier. It’s just close to downtown. And I buy these houses and I start… I buy them for like 60, 70,000, and I record the sales at 210, 190, 205, that sort of thing. Same thing, and I refinance the houses, I start pulling out money.

(03:53:16)
I meet this girl, Amanda Gardner. We hit it off. Within a few months, she’s moved in. We move into a house in that area. I renovate a house. We move in there. I borrow three and a half million dollars and I’m buying houses. Now I’m buying houses, recording the value. I started all over. I borrow, whatever, three and a half million dollars. I meet Amanda, we move in together. We’re buying-
Lex Fridman
(03:53:43)
Do you tell her about what you’re-
Matthew Cox
(03:53:44)
What she knew was that… It’s odd, right? I have no photographs. Everything I own is brand new. She’s like, there’s nothing in this house that’s more than four months old. So six months old, you have no photographs, you have no internet presence. Every stick of clothing is brand new. You don’t have old pairs of jeans.
Lex Fridman
(03:54:08)
Do you tell their stories about the past of any… Is there a fabricated…
Matthew Cox
(03:54:13)
Initially there was a fabricated version that I owned a mortgage company. My typical story was I owned a mortgage company and I got bought out by Household Bank. Started doing very well, I got bought out by Household Bank. I have a non-compete clause. I ended up with half a million dollars after paying off all my bills and just decided to travel around the U.S. and now I’m here and I’m going to start renovating houses.
Lex Fridman
(03:54:38)
[inaudible 03:54:40].
Matthew Cox
(03:54:39)
But that, you don’t call home, nobody calls you. Your family doesn’t call you. You tell stories about your mom, your dad, your brother, your sister, friends. I don’t know any of these friends. Never seen any of these friends. They never call you. It’s like, ah, shit. So at some point, I basically just said to her… Look, at one point I had to have a check cut. I refinanced the house and I had, I’m going to say something like, it might’ve been 30,000, but let’s say 20,000. I had a $20,000 check cut to Amanda Gardner because you have to have these checks. You can’t have them cut to me. So I would say, “Hey, there’s a second mortgage on there,” and I’d provide a second mortgage or I’d provide different things. And I knew I need names of people to cut these things to. So I had a check cut for whatever.

(03:55:29)
So I remember we’re at dinner one night. This is before she really knows who I am. And I said, “Hey.” I said, “Oh.” And she goes, “Oh, you had a…” She goes, “How’d that thing go, your refinance?” I go, “Oh, thank God you said that.” Boom. I said, “I need you to deposit this.” Give her a check for 20,000. She’s like, “I can go tomorrow and I can deposit it. And I…” And I’m like, “No, no.” I’m like, “Look, it’s fine. Just deposit.” She’s like, “As soon as it clears, I’ll get you a cashier’s check.” I was like, “No, just deposit it and keep it in your bank. It’s fine.” So she’s like, “What is going on?” So we have this conversation and I tell her, “Look, people are looking for me.” “Who?” “Law enforcement.” “Which ones?” “All of them.”

(03:56:14)
She’s like, “That doesn’t even… For what?” I go, “Mostly bank fraud.” And she’s like, “Well, how are they not finding you? People know you, your general contractor,” which I met four months before. This guy, six months before. This one, two months before. She’s like, “So and so, so and so, so…” And I’m like, “Right, right. Well,” I said, “Well…” She’s like, “They’ve got your name, they’ve got your…” I go, “Well, that’s identity theft.” And she was like, “What do you mean?” I said, well, “My name’s not… It’s not Joseph Carter.” “What is your name?” I go, “Look, don’t even worry about it. This is what’s happening. This is where I’m at,” and this has been months into the relationship. This is, I’d say, maybe a month or two in, but she was just too inquisitive and… Oh, I know what it was. She found like $40,000 in cash in my freezer one night.

(03:57:13)
That was another thing that happened. She went to get a Popsicle and she opened up the flip to get a Popsicle, and she opened the wrong one, and there was all cash. And she was like, in this conversation, she’s like, “The other day I opened up the Popsicle box and there’s cash,” And I’m like… So I kind of explain it, but I had a feeling she’s going to be okay with this.
Lex Fridman
(03:57:37)
So she was okay.
Matthew Cox
(03:57:38)
She was okay with it. [inaudible 03:57:40]-
Lex Fridman
(03:57:40)
[inaudible 03:57:40], to me, that’s just a fascinating conversation to have.
Matthew Cox
(03:57:43)
It was a great conversation, but-
Lex Fridman
(03:57:45)
Because oftentimes in relationships, you learn about each other and you find out new things. And here you find out-
Matthew Cox
(03:57:50)
That’s a doozy.
Lex Fridman
(03:57:50)
Yeah, it’s a good one to find out. The name you’re using is not your real name. And the Secret Service, the FBI and everybody else are looking for you.
Matthew Cox
(03:58:02)
Yeah.
Lex Fridman
(03:58:02)
And to be honest, you’re not a violent criminal. So it’s like-
Matthew Cox
(03:58:08)
But she didn’t know my name. She was like, she… And I told her, I said, “Look, if you start digging, if you find out my name, I’ll leave. There’s certain things that catch you. Staying in contact with people that you know, that’s how you get caught. Going back to see people, that’s how you get caught. Telling people who you are, that’s how you get caught.” And I was like, “So I’m Joseph Carter, everything’s fine.” And she was like, “Okay.” And keep in mind too, this girl, oh, your car’s broken or your car’s not doing well, take it and trade it in. We’ll go get you another car. We’ll go get you an Infinity FX or whatever. A 55,000, $60,000 vehicle. She’s driving the equivalent of a beat up old Nova. You want to go on vacation, we’ll go on vacation. You want to do this, you want to do that. So we’re buying houses, we’re renovating houses, we’re building brand new houses. We’re buying lots. She’s in the middle of this, like holy Jesus.

(03:59:12)
There’s hundreds of thousands of dollars in the bank, in our bank account. Her bank account. I open up a corporation in her name, she’s opening up bank accounts, there’s websites. It’s a lot it and while this is happening, we start seeing a friend of hers. So this other girl comes in the picture, her name’s Trina, and Trina is semi-lesbian. So-
Lex Fridman
(03:59:48)
Is this like a sexual thing-
Matthew Cox
(03:59:49)
Yeah, so-
Lex Fridman
(03:59:50)
… or actual relationship?
Matthew Cox
(03:59:51)
No, it’s more like she’s coming over a couple times a week.
Lex Fridman
(03:59:54)
Okay.
Matthew Cox
(03:59:55)
So we’ve got tons going on and… [inaudible 04:00:01] put this? So while this is happening, I end up coming out in several magazines. So I’m thinking this whole thing’s dying down, but it’s not dying down because now I just got caught and handcuffed in a bank, walked out of the police station, outran Marshals. Although that part, the Marshal thing was never in the papers, but the getting caught and handcuffed in the bank, when that hit the papers, that’s everywhere, bro. That’s huge. Suddenly, Chicago Tribune’s running a series, the fugitives. I’m in Bloomberg Businessweek. They run an article called Sharks in the Housing Pool. Then you’ve got Fortune magazine comes out with a thing because by now, guess what? Becky’s been caught.
Lex Fridman
(04:00:48)
Oh, Becky.
Matthew Cox
(04:00:49)
Becky.
Lex Fridman
(04:00:51)
Is she in Houston or whatever?
Matthew Cox
(04:00:52)
In Houston, got caught.
Lex Fridman
(04:00:54)
And did she-
Matthew Cox
(04:00:55)
But gangster, bro. The way she, here’s the thing, I-
Lex Fridman
(04:00:59)
Hey. Hey, there you go.
Matthew Cox
(04:01:01)
Oh, no, she told on me immediately.
Lex Fridman
(04:01:02)
Oh, she did?
Matthew Cox
(04:01:03)
Yeah, it’s-
Lex Fridman
(04:01:03)
Oh, no. Oh, no.
Matthew Cox
(04:01:04)
It’s fine. She did the right thing. So here’s what’s funny about that.
Lex Fridman
(04:01:07)
I don’t know about that.
Matthew Cox
(04:01:09)
Here’s what she says.
Lex Fridman
(04:01:09)
Loyalty is everything in this world, my friend. That you and I disagree on.
Matthew Cox
(04:01:13)
[inaudible 04:01:14]. I just took off. I just took off-
Lex Fridman
(04:01:15)
Still. Still.
Matthew Cox
(04:01:16)
… on her and left her with, listen, with five or $600,000 is what I left her with.
Lex Fridman
(04:01:23)
It’s not all about money, Matthew. It’s also about just ride or die. There’s a meaning to that.
Matthew Cox
(04:01:30)
[inaudible 04:01:31].
Lex Fridman
(04:01:31)
I’m sorry, go ahead. [inaudible 04:01:34].
Matthew Cox
(04:01:33)
So-
Lex Fridman
(04:01:34)
She said everything.
Matthew Cox
(04:01:35)
Well, here’s what, when I say gangster, when she gets caught, they come in, she’s in the middle of beauty school. She’s paid for beauty school, she’s going through beauty school. She’s going to open a salon or something. So she’s in there cutting hair, in a class on a mannequin, and all of a sudden, five or six Secret Service agents come in, guns drawn, screaming, get on the ground, get on the ground. She said, everybody dropped the ground. She goes, “I’m sitting there with scissors going…”

(04:02:04)
They grab her, they handcuff her, they bring her in, and the whole time… Now at that point, her name was Rebecca Hickey. She went by Becca. So she’s Rebecca Hickey, she’s got a Texas driver’s license, the whole thing. And they’re screaming at her, and they put her in the car, and they’re driving the whole way. The Secret Service agent told me, “45 minutes, she’s telling us, you’re losing your job, bro. You’re losing…” He’s like, “I couldn’t believe it. We’ve got pictures of her.” We’re like, “This is you.” She’s like, “That’s not me. Are you insane? Look at that chubby little thing.” [inaudible 04:02:43]-

(04:02:42)
Would not budge until they actually put her hand on the scanner and she goes, “Okay, I’m Rebecca Hauck. What do you need?” They’re like, “Where’s Matt Cox?” She’s like, “I have no idea. That fucker left me like a year ago.” So-
Lex Fridman
(04:02:58)
But she contributed to the story, to the legend that’s already growing.
Matthew Cox
(04:03:02)
Because she was interviewed by Fortune magazine and it was horrendous. The article is horrendous. He was abusive. He’s a Don Juan that forced me to fall in love with him, commit mortgage fraud, and then took all the money and left. By the way, they found 40 or 50 grand on her and maybe another 30 or 40 in her bank account, and no other money.
Lex Fridman
(04:03:29)
Yeah.
Matthew Cox
(04:03:30)
Where’s the other money? So anyway, and she was, by the way, she got caught. She was in communication with her family. So she’s talking to her mom.
Lex Fridman
(04:03:40)
That’s [inaudible 04:03:41] she got caught ultimately.
Matthew Cox
(04:03:42)
And her mother, through multiple conversations, one conversation being, “Mom, I’m doing fine. I can’t tell you where I am exactly, but I’m in Houston, Texas. I’m fine.” Next one, six months later, “I enrolled in beauty school.” Houston, Texas Beauty School. How many are there?
Lex Fridman
(04:03:59)
Yeah.
Matthew Cox
(04:03:59)
And her mom, bipolar. I just want to see my daughter.
Lex Fridman
(04:04:04)
Yep.
Matthew Cox
(04:04:04)
I’m going to call the Secret Service.
Lex Fridman
(04:04:05)
Yep.
Matthew Cox
(04:04:06)
I’m doing the right thing.
Lex Fridman
(04:04:07)
Yeah.
Matthew Cox
(04:04:08)
And honestly, she is doing the right thing.

Getting arrested

Lex Fridman
(04:04:11)
So you’re getting more and more famous-
Matthew Cox
(04:04:13)
It’s bad.
Lex Fridman
(04:04:14)
… nationally.
Matthew Cox
(04:04:15)
Right, so I’ve got all these [inaudible 04:04:17]-
Lex Fridman
(04:04:18)
You’re having a threesome with Amanda and Trina.
Matthew Cox
(04:04:20)
And what ends up happening is we end up going… And listen, Amanda and I, we’ve gone to Greece, Italy, Croatia. We’re going on multiple trips. And remember we had just gotten back from a 10-day cruise of the Greek Isles. And we get home and Amanda goes online and there’s a blog about Dateline, about one of their new specials called the Thief of Hearts, and that’s me. Apparently I’m the Thief of Hearts, and I am apparently going around, and it’s based on Becky’s story, that I’m wooing women to commit fraud, stealing all the money and then leaving them to hold the bag.

(04:05:19)
Well, they interviewed her. They’re interviewing multiple people, in my case, they’re putting together an episode. It’s going to be released in a month or so. So I’m terrified. At this point, I’ve been on the run three years, and I’m like… There’s lots of things I could care less about. Fortune, I don’t know anybody that reads Fortune. Bloomberg, come on, I’m hanging out with contractors and laborers and I’m not hanging out with these guys. So local news, who caress. Even local news channels, I don’t care. But Dateline, there weren’t 400 channels back then. So Dateline comes out, even if you don’t see it the first time, they’re going to rerun it in three months, or six months, or 10 years from now, they might rerun it again. My face is going to be on it, so I could be perfectly fine. Five years from now, in one day, the barista that I go to every other day looks at Dateline and goes, “Oh my god, that’s Mr. Johnson,” or, “That’s Mr. Thomas,” or whatever.

(04:06:24)
So the point is that I was like, “Yeah, I got to go. I can’t stay here. I got to get out of the country.” So I was going to go to… Well, we really started doing research and Amanda ended up saying, “Australia.” Australia, at the time, I don’t know how it is now, but at the time, if you went to Australia with a hundred thousand dollars and a business plan, you could become a permanent resident alien. You can’t vote, but you can buy property, you can open a business, but you can’t get a job. And they didn’t require a fingerprints. So there’s no criminal background check. Now, if you wanted to be a citizen, you have to get an FBI criminal background check. [inaudible 04:07:07]. No, I’m good. So I was like, “Wow, I can go there and start a business,” and I’m going to show up with a couple million.

(04:07:14)
So what we do is we start refinancing houses, we start pulling out money as quick as we can. I’m asking guys, laborers, guys that I work with, my general contractor, my real estate agent, “Hey man, can you cash this check for six grand?” Nobody says no, everybody, yeah, no problem, no problem. A few guys like, “Yeah, man, if you give you 10%,” yeah, I’ll give you 10%. So that’s happening. We’re pulling out cash. One day Amanda gives Trina a bunch of checks and asks her to cash them. That sparks a conversation like what was happening. She confides in… By this point, by the way, Amanda knows who I am.

(04:08:02)
So by this point, she’s actually came across the letter that I wrote to my parents when I left Tampa. So she’s figured out who I am. She tells Trina, “His name’s Matt Cox, Dateline’s coming out, we’re leaving. We got to get a bunch of cash.” And Trina goes, “Okay, I’ll cash the checks,” and what she does instead is she calls the Secret Service. They watch my house for three days, I come home one day, they pull the cars up… And they arrest me. So it’s a little bit longer than that, but that’s a short version of me getting arrested. And I’ve probably skipped over a whole [inaudible 04:08:43]-
Lex Fridman
(04:08:42)
So simple because you’ve gotten in the way with much more complex situations.
Matthew Cox
(04:08:48)
It’s women, man. It’s women. Just joking.
Lex Fridman
(04:08:53)
They also are the thing that make life worthwhile.
Matthew Cox
(04:08:56)
Listen, God bless Trina, she did the right thing. Honestly, based on-
Lex Fridman
(04:09:01)
There you go, back to the right thing.
Matthew Cox
(04:09:02)
But based on what she saw, based on what the Secret Service told her and the articles that she’s reading, I’m a bad guy. I’m a bad guy in general, so I don’t deserve loyalty. I don’t think so. I’m ripping people off and she’s thinking that her friend is in danger. The FBI is saying, I have a weapon. He’s dangerous. We believe he’s armed and dangerous. When I was in Florida, I had a concealed weapons permit, but I had gotten rid of both my guns when I was placed on probation. I’ve never had one since. I’ve never touched a gun since. But they used that to say, they said, “Oh, he had a concealed weapon permit. Okay, well then he’s armed and dangerous.” There’s these little things and things they’re telling her, “Read this article. Look, he forces girls to fall in love with them. That’s what he’s going to do to your friend.” So she negotiated also, I think she got 10,000, I think, which is embarrassing. I’m ashamed that she got $10, 000.
Lex Fridman
(04:10:02)
And said everything.
Matthew Cox
(04:10:03)
Yeah, and told them, “This is where he is. His name is Joseph Carter. This is where he is.” They watch it, they grab me, they arrest me. They bring me downtown.
Lex Fridman
(04:10:16)
What did you feel like when you got-
Matthew Cox
(04:10:18)
I didn’t feel good, bro. It was bad. It was a bad day. It was a bad day. First of all, Casino Royale was coming out on Friday. It was the first Daniel Craig as James Bond.
Lex Fridman
(04:10:33)
That was the first, yeah.
Matthew Cox
(04:10:34)
And the whole week I’d been telling Amanda, “I’m going to go see Casino Royale.” She go, “Okay, well on Saturday we’re going to go to the festival.” I go, “That’s fine, but on Friday, Casino.” And she’s like, “Right, Casino Royale.” And then she’s like, “Okay, by the way, on Thursday I thought we could go to dinner.” That’s fine, but on Friday, Casino Royale. And when they put the handcuffs on me, you want to know the first thing I thought of? I’m not going to fucking get to see Casino Royale. I’m not going to get to see it, not going to see it. And I saw it about five, six years later, it went on the institution’s movie channel. It was nice. It’s not the same, but, yeah.

(04:11:08)
So they bring me to Nashville, then they transport me to all over the place. I go on Con Air, they fly me to Oklahoma, they fly me to Atlanta, then I go to Atlanta. I’m placed in the U.S. Marshals, holdover. I get assigned an attorney, go in front of the judge, plead not guilty, meet with my attorney. You always plead not guilty. Whenever people say, “Can you believe that he pled not guilty?” Nobody walks in and pleads guilty. You plead not guilty while you figure out what you’re going to do. So I plead not guilty. There’s no bond. Obviously, they caught me. When they caught me I had four or five passports, so that’s no good. They charged me with bank fraud, conspiracy to commit bank fraud, wire fraud, mail fraud, passport fraud, conspiracy… What was the other? Aggravated identity theft, money laundering, use of a fraudulent passport. And there’s like 30 counts of this, 20 counts of this 20… But none of that matters.

(04:12:25)
Even if you just dropped all the counts to one count and stacked them, it’s like 150 something years, not that [inaudible 04:12:31].
Lex Fridman
(04:12:30)
Yeah, so everything they could [inaudible 04:12:33].
Matthew Cox
(04:12:32)
And that’s what they always say, “You’re looking at 150,000,” and your lawyers, they’re like, “You’re not looking at that. You’re looking at 54 years.” What? That’s no matter. That’s no matter. Yeah, so my lawyer comes in and sees me one day, our first meeting, and she says, “I’m Millie Dunn. And she says, “Listen, I’ve looked at everything.” Well, first they say, ” You’re responsible for, it’s like 25 or $26 million in loss.” And I’m like, “That’s not true. That’s not true.” And I said, “Not even potential loss. There’s just no way. There’s no way.” And then she comes back and she says, “Well, they’re saying 19 million.” No, it’s not possible, [inaudible 04:13:25], I didn’t, no. So when the FBI is saying 40 million. They’re saying 11.5 in Tampa, plus 40 million for the mortgage company. So it ends up being, plus what I stole on the run, it ends up being like 55 million, but she gets them to drop the 40. That’s just brokers. That’s this, that’s that. Drop it. And they’re like, “He’s so done. It doesn’t matter. They drop that.”

(04:13:49)
So it ends up being 15 million. And then it’s down to what does he owe? They said 9.5, and I got it down to 6 million, which I’m good for. So what ends up happening is they’ve charged me with all these things and she’s like, “Okay, you can plead guilty and you can go with the sentencing guidelines, which is going to be like…” She’s like, “It depends.” She said, “It might be, whatever, 54 years.” She goes, “But if they run them concurrent or consecutive, depending on which one they do,” she said, ” Most likely it ends up being 30 years.” It’s no good. That’s not good. So we go back and forth, back and forth and try and figure out what I’m looking at. Now, as we go through the whole thing, she knocks off a bunch of stuff that they’re saying I did, enhancements. Because you’ll have a base level of, let’s say, a level eight. That should be, maybe a few years. But then they start adding on enhancements.

(04:15:11)
Did what he do, was it sophisticated? Yes. Okay, three levels for sophisticated means. Were there more than… How many victims were there, more than 50 victims? Yes. Okay, that’s six more levels. Okay, did he change the jurisdiction to evade detection? Yes. That’s four more levels. Okay, did he… They start adding, boom, boom. And when you start adding up all those levels, plus your criminal history, and I have a big criminal history because I was already on federal probation and I committed a new crime on federal probation. So that was another enhancement. And this case, so I’m in a category [inaudible 04:15:45], category two or three.

(04:15:47)
So they come back and they’re saying, I forget, it’s like 20… Well, they don’t come back right away, but she ends up saying, “You’re probably looking at 14 years.” Okay, that’s reasonable. That’s reasonable. And so when we get the PSI back, we eventually get what’s called a presentence report. They’re saying 26 years. Well, they really said 32 years. And I argued, and we got it down to 26 years and four months. That’s what it is. It’s 316 months. That’s how they do it, in months, because it doesn’t sting that much, I guess, if you say months.
Lex Fridman
(04:16:30)
Yeah.
Matthew Cox
(04:16:30)
So she says to me, Millie sits down with me and she says, “Listen, you got to cooperate.” And I was like, “Okay.” And she said, “Because you’re guilty. You’re extremely guilty.” She’s like, “You can’t go to trial,” and she said, “So you need to cooperate.” I was like, “Well, what do I get if I cooperate?” And she’s, “The way it works is you cooperate and you hope for the best.” And I was like, “Are you serious?” She goes, “You tell them everything and you hope for the best.” And she’s like, “Part of the problem is,” she said, “Everybody in Tampa’s cooperated. Rebecca has cooperated. Everyone across the board has cooperated.” She goes, “There’s nobody that hasn’t cooperated.”
Lex Fridman
(04:17:12)
By the way, when you say cooperate, you mean they told, aka snitched.
Matthew Cox
(04:17:17)
Yeah. Right. They came in, they sat down with their lawyer and they said, “This is what he did. He did this, he did that.” They showed them documents, “Yes, yes, yes. That’s my signature. I didn’t know what that was.” Everything was my fault. They didn’t do anything. It was all me. So they’ve all cooperated and they haven’t been charged. They’ve been indicted. They’re all named as unnamed co-conspirators on my indictment. So I’ve got 12 people, [inaudible 04:17:40] there’s probably 20 people that are involved, but there’s 12 of them that are… So I’ve got all these names, K.B., D.L., C.Y. It’s like, I know who that is. I know who D.W., that’s Dave Walker. I know who these people are. And so there’s just a list of them, there’s like 12 of them plus me. Some of them walked in and said, “I’m guilty. I just want to plead guilty.” The girl, Allison, she walked in, said, “I’m tired of waiting for you to come get me.” Walked in with her lawyer and said, “I just want to plead guilty.” And they sentenced her, and she went to jail. She got 36 months or 30 months. She called the prison that… She went to the low security, it was a female prison at the time, female camp. Called the camp and asked if she could come by for a tour before she went. And they went, “Excuse me?” She said, “Well, I’m going to be there for about two years, so I’d like to come in. Is there a tour I can take? Because I like to know where I’m going and what it’s going to be like, how I should prepare.” And they just started laughing. They said, “There’s no tour, sweetie. We’ll give you the tour when you get here.” You got to love that, she-
Lex Fridman
(04:19:00)
Yeah. I mean, [inaudible 04:19:01]-
Matthew Cox
(04:19:02)
I thought I wasn’t prepared. There’s no tour. So Becky got 70 months, but when I got caught and when I was sentenced, they reduced it to 30 or no, to 40 months. They reduced [inaudible 04:19:16]-
Lex Fridman
(04:19:16)
Because she “cooperated.”
Matthew Cox
(04:19:17)
Cooperated.
Lex Fridman
(04:19:19)
That term. Right.
Matthew Cox
(04:19:21)
Do you want to say snitch or ratted?
Lex Fridman
(04:19:23)
Well, there must be… Snitch is too harsh of a word, but yeah, the ratted. You’re saying, I don’t know.
Matthew Cox
(04:19:32)
Well, we can get there. We’ll get there.

Snitching

Lex Fridman
(04:19:33)
All right. All right. So where did the sentencing end up?
Matthew Cox
(04:19:39)
So I should say first on the cooperation subject. My lawyer wanted me to cooperate, and by this point I realized you don’t have a choice. No, that’s not true. I could have been a gangster.
Lex Fridman
(04:19:57)
Yeah.
Matthew Cox
(04:19:57)
[inaudible 04:19:58]-
Lex Fridman
(04:19:57)
What does it mean to be a gangster in this case?
Matthew Cox
(04:20:00)
Like a standup guy. I could have said, “I’ll just take it. Give me 54 years. Go fuck yourself. I’m not going to snitch on nobody.” And I know you look at me and you think, “Tough guy.” I’m not a tough guy at all. I’m not doing 50-some-odd years. I’m not doing it. I don’t want to do 30 years. I was hoping for, I knew it wasn’t possible, but I would’ve satisfied for another slap on the hand like I got the first time. I really thought I deserved, honestly, when my lawyer asked me, “What do you really think you deserve?” And I thought, “I deserve 10 years. I deserve 10 years.” So she said, “Look, they want to talk to you.” So the FBI… Well, first the Secret Service flies in. They come in and they interview me.
Lex Fridman
(04:20:54)
Who’s more terrifying, FBI, Secret Service?
Matthew Cox
(04:20:57)
The Secret Service was so overwhelmingly professional. The FBI, and really only one of the FBI agents that interviewed me, I don’t know how he’s an agent. I don’t know. He was just ineffective, incompetent.
Lex Fridman
(04:21:16)
Oh. Oh, so it’s a competence issue.
Matthew Cox
(04:21:17)
The other one was Candace.
Lex Fridman
(04:21:20)
Oh, you met her eventually.
Matthew Cox
(04:21:21)
Of course I did. Of course. She’s-
Lex Fridman
(04:21:24)
What was her [inaudible 04:21:25].
Matthew Cox
(04:21:24)
… 5’11”, wearing 3″ heels. She’s a giant and in impeccable shape, attractive. One of the angriest human beings I’ve ever met. And every FBI agent that I’ve met since then that knows her, and I mention, they all say, “Oh, what’d you think of her?” And I’m like, “What? Why?”
Lex Fridman
(04:21:45)
[inaudible 04:21:45].
Matthew Cox
(04:21:45)
They go… And I was like, “Kind of aggressive.” They go, “Yeah, yeah, yeah. She’s a bulldog.” All of them are like, “Yeah, yeah, she’s something else.”
Lex Fridman
(04:21:54)
Secret services is a little bit more professional [inaudible 04:21:57]-
Matthew Cox
(04:21:57)
[inaudible 04:21:57], very, it’s their job. It’s like, hey, this is just my job. They’re polite, professional. That’s it. So this is my nine-to-five. But they fly in and they meet with me for three, four days. One of the funny things is that when I first sat down with him, one guy’s name was Dan Brosanskowski or something. So he sits down and he says, “Look, before we get started, we need to talk about something.” And I said, “What?” He said, “We know you’ve hidden money, and we…” And I was like, “What?” And he goes, “We know you’ve got money hidden.” I said, “I don’t have any money hidden. What are you talking about?” And my lawyer’s like, “Do we need to talk?” I’m like, “No, no, no, no. I don’t have nothing. I gave you everything. I gave you all the accounts. You got everything.” And he’s like, “You’re looking at an obstruction charge at this point.” I was like, “I don’t have anything.” And he says, “We know you have money. We know you have money in different identity’s names.” And I go, “What are you talking about?” And he pulls out a bank statement and he slaps it on the counter. And he goes, “You’ve got money in Southern Exchange Bank. You’ve got $190,000 in Southern Exchange Bank.” And I look at it and I went…

(04:23:18)
It was in the name Walter Holcomb, and I went, “Did you call the bank?” He says, “Yeah, we called the bank.” I went, “Okay. Did anybody call you back?” And he said, “Well, no, we’ve left several messages.” I said, “Did you go to [inaudible 04:23:33] bank website?” He goes, “Yeah, I went to the website.” I said, “What’d you think?” And he went, “What do you mean? It was bank website.” I said, “Yeah, but it was professional, right? It was a professional website.” And he goes, “It’s a bank website.” And I go, “Yeah, but it was well done.” And he goes, “Oh god.” And I go, “Yeah, convincing.”
Lex Fridman
(04:23:50)
[inaudible 04:23:52].
Matthew Cox
(04:23:51)
And I go, “It’s all an illusion,” and I said, “The bank doesn’t exist. It’s a fake bank. I made the bank. Made it when I was in… Not even in Tampa, I think I’d gotten to Nashville when I made it.
Matthew Cox
(04:24:03)
… not even in Tampa. I think I got into Nashville when I made it and I was like, “Yeah, it’s an… The bank statements…” He’s like, “They’re the color of bank statements.” I’m like, “Yeah, well no shit.” I said, “As a matter of fact,” I said, “Who did you leave a… I haven’t paid for this service in months.” And he turned around and he called it and it went (singing) it was disconnected. And I was like, “How do you not know that’s a bank?” Well, it turns out there was a Southern Exchange Bank and I’d used their bank routing number. I mean, I always thought that was funny, that it was like…

(04:24:34)
Well, I remember really for a split second there I was really embarrassed that they caught me. I was like, “Can’t believe this. You’re the Secret Service.” Anyway, I talked to them. As far as the Secret Service is concerned, there’s just not much I can tell them. It was me, Becky’s already told them everything. Amanda’s already told them everything. It’s not hard to track. When they raided my house, they’ve got boxes and boxes, so it’s laid out. It took forever. I still went through everything. I explained how I got the driver’s licenses, how I made the bank statements, how I made the birth certificates, the whole social engineering of figuring out what these little loopholes are. It’s like seven days total with these guys.
Lex Fridman
(04:25:23)
You mean like question?
Matthew Cox
(04:25:24)
Yeah, it was like they question me for all day and then they’d take me back to the Marshals holdover, and then the next morning I wake up and they chain me up again and bring me back.
Lex Fridman
(04:25:33)
What’s that like? What’s that process of questioning like? I mean, you’re somebody who is exceptionally good at conversation, charismatic was part of the games you played. Are they good at conversation?
Matthew Cox
(04:25:50)
I mean, the problem is they’re not there to shoot the shit. You see what I’m saying? They have an agenda.
Lex Fridman
(04:25:57)
But they have to use their words to get information out of you. Aren’t they trying to manipulate you?
Matthew Cox
(04:26:03)
[inaudible 04:26:03], I’m not holding anything back.
Lex Fridman
(04:26:05)
Okay.
Matthew Cox
(04:26:07)
It’s not like I’m sparing Jim. Trust me, Jim’s got to go. I mean, you’re looking at 20 some odd years, but Jim can do five. Bill can do some. Tom can do six. I don’t even like Jerry. Jerry can do 20. So I’m ready to cut everybody’s throat.
Lex Fridman
(04:26:27)
But you not guaranteed that you’re getting anything for that.
Matthew Cox
(04:26:30)
Right. In all my time, I’ve seen one time where an inmate got a guarantee to have his sentence reduced, and it was signed by the head of the FBI. Was Robert Mueller gave it to him, to have a conversation with him. That’s the only time I’ve ever seen that document.
Lex Fridman
(04:26:48)
Okay, so a lot of days with both the Secret Service and the FBI.
Matthew Cox
(04:26:52)
So FBI, Candice was irritated, didn’t like me. And I remember when she took the cuffs off, I was rubbing my wrist. She goes, “Your wrists hurt?” And I go, “Yeah.” And she goes, “Get used to it.” I mean, she was just an asshole, just all around. Not that she didn’t have a right to be, but everybody else was professional.
Lex Fridman
(04:27:09)
Oh, Candice.
Matthew Cox
(04:27:17)
We talked for three or four days with the FBI and they asked a ton of questions. They brought documents. So it’s like, “Hey, who signed this?” It’s like, “Oh, that’s not my signature. That’s so-and-so’s signature,” or, “I signed that. I signed that. I signed that. That’s so-and-so.” “Where’d this check go? Who is this?” “Oh, that’s so-and-so.” You’re looking over everything. One of the things they wanted to know about was, which I never talked about because it seemed so minor, is I bribed the politician. We got him elected to city council so he could vote to get the lots. We bought a hundred vacant lots in Ybor City. They were all single family, we wanted them zoned multifamily. And so we bribed him and got him elected all-
Lex Fridman
(04:28:05)
That doesn’t seem minor.
Matthew Cox
(04:28:07)
It’s not as sexy as the rest of the stuff.
Lex Fridman
(04:28:09)
That’s pretty… I mean, [inaudible 04:28:12].
Matthew Cox
(04:28:11)
That’s a whole ‘nother thing.
Lex Fridman
(04:28:13)
Yeah, yeah, all right.
Matthew Cox
(04:28:14)
What happened is when they got all of the bank accounts, they see all these checks going to Kevin White, and so they’re like, “Why did James Red donate $500 to Kevin White? Why did Brandon Green donate? Why did Alan Duncan donate? Why did…” So I had to explain to them, “Oh yeah, well, we wanted him to be city councilman, so we gave him a bunch of money so he could run the ad, so he could get elected, so he could then get all of our stuff.” But because he never did, I took off on the run before he was able to do that, and then not too, too long after that, he ended up… About five, six years later, he ended up getting indicted for bribery, but not mine, on somebody else’s case.
Lex Fridman
(04:29:00)
Can I take a small tangent here and ask how many politicians do you think commit crimes? Are a little bit or a lot criminals?
Matthew Cox
(04:29:09)
I mean, I think there’s some ways that are… They’re seemingly legal.
Lex Fridman
(04:29:15)
The aforementioned gray area.
Matthew Cox
(04:29:17)
Well, that’s not gray. This guy was, at one point I couldn’t find anybody to write $500 checks anymore so I just gave him cash. I’m just handing him seven, $8,000, $10,000 in cash. But I think most of them have legal ways to make ungodly amounts of money for influence. But is it legal? No, they’re politicians. They’ve made it so that it’s not illegal. If you really sat down and explained it to someone, the average person would say, “That’s not right.” Oh, no, no, that’s legal.
Lex Fridman
(04:29:58)
Okay. So at the end of these few days, what was the sentencing like?
Matthew Cox
(04:30:05)
Yeah, I go to sentencing. I get my PSI back and it’s 32 years to life. So we argue about it with the prosecutor just before sentencing, and they get it down to 26 years, four months. Then Millie says, “Listen, don’t worry,” because I’m trying to backpedal at this point. I’m like, “I might as well go to trial. If I lost at trial I couldn’t get more than 30.” Well, more than 32 years. Because you can’t get life. 32 was the max. It’s just a mistake he said 32 years to life, you can’t get life. So it was like, the most I can get is 32 years. So I was like, “I’ll go to trial. Might as well go to trial and see if I can get them to reduce some of these enhancements.”

(04:30:51)
She insists that she can get the enhancements knocked down and if you actually read the enhancements, some of the enhancements, they didn’t apply to me. So she goes, and I believed her, and I think she made a valid argument. We go to sentencing. My mom’s there, she’s crying. My dad’s there, he’s looking at me like he’s disgusted. And crowd, there’s a whole bunch of reporters, the whole place is packed. And I plead guilty. Millie gets up, my lawyer gets up and she argues these enhancements. And every single time the judge is like, ” I disagree. Overruled.” And it’s like, boom, five more years. Bam, six more years. Bam. Because if she had won the enhancement she argued I would’ve got 14 years.

(04:31:44)
Now, keep in mind too, a month or two prior to this, the US attorney had called Millie and said, “Look, Dateline…” Dateline had already come out, by the way. Remember I was worried about Dateline coming out? Well, it had come out, but they wanted to do a follow-up because it came out like a month or two after I got arrested. And they were saying, “Hey, we want to recut it with interviews with him.” Well, Gail McKenzie, that’s the US attorney, she wants me to do that. And she says, “I’ll consider that substantial assistance.”

(04:32:20)
Now, when you cooperate with the government, they consider it substantial assistance, that’s what they call it. So I cooperate with you, it’s substantial assistance. She says, “If he’s interviewed by Dateline, we’ll consider it substantial assistance.” And Millie says, “You have to do it.”
Lex Fridman
(04:32:36)
By the way, what’s the idea behind that? That you serve as a warning for others or something like that?
Matthew Cox
(04:32:42)
Yeah, exactly. Because you become a cautionary tale, like, “Don’t let this happen to you.” So I go and I’m interviewed by Dateline, Keith Morris, or whatever his name is, that guy, “Mr. Cox was…” that guy. So he comes and he interviews me. Becky’s interviewed, I’m interviewed, Amanda’s interviewed, Allison is interviewed, everybody. The Secret Service agent, I think is interviewed, everybody. Prosecutor’s interviewed. It’s funny, at the time when I watched it, I was like, “That’s not true, and that’s not true, and that, and…” And honestly, it’s like 99% true. Looking back on it, I’m like, ” My Audi TT wasn’t blue, it was silver.” It’s just stupid.

(04:33:36)
But anyway, so I’m interviewed by them and they recut it and they air the video. So you said this was substantial assistance. And then the other thing is I was interviewed by the FBI and the Secret Service. Now my lawyer calls the prosecutor the night before sentencing and says, “Look, he was interviewed by Dateline and he was interviewed by the Secret Service and the FBI. And if you do that, you said you’d reduce his sentence, you’d consider it substantial assistance, and you would reduce his sentence. What are you going to ask for his sentence to be tomorrow at sentencing?” And she said, “We did consider it substantial assistance and it’s just not enough.” “What do you mean?” “Nobody was arrested.” “Yes, but what about Dateline?” “Millie, I don’t know what to tell you. It just wasn’t enough.”
Lex Fridman
(04:34:27)
We considered it?
Matthew Cox
(04:34:29)
“We considered it. We will consider it.” And they did consider it.
Lex Fridman
(04:34:33)
Oh, man.
Matthew Cox
(04:34:34)
Yeah, the meaning of words is so important.
Lex Fridman
(04:34:40)
I’m going to use that at some point.
Matthew Cox
(04:34:41)
I’ll consider it.
Lex Fridman
(04:34:41)
I will consider it. I’ll consider it. I considered it…
Matthew Cox
(04:34:44)
It’s not.
Lex Fridman
(04:34:47)
… and still feel the same.
Matthew Cox
(04:34:48)
So she calls me, I’m crushed. And she’s like, “But look, they’re still investigating. They’re going to make these arrests.” And so when you get a sentence reduction at sentencing, it’s called a 5K1. When you get a sentence reduction after sentencing, it’s called a Rule 35. So she said, “We’ll file a Rule 35 as soon as the arrests are made.” Okay, so I go to sentencing and Millie says, “You’re going to get 14 years. I’m going to argue these enhancements.” She argues the enhancements. She loses the enhancements.

(04:35:18)
Not that she’s not an amazing attorney. She’s an amazing attorney. The judge wanted to hammer me. He hammered me. Millie was a great attorney. She was always polite to me. And by the way, to this day, will answer my phone call. Most public defenders, you call them now, you call them after your sentence, they don’t answer your call. Great person.
Lex Fridman
(04:35:41)
Thank you, Millie.
Matthew Cox
(04:35:42)
I didn’t give her anything to work with. It’s like I’m a little overwhelmingly guilty. It’s like there’s no defense. So I end up getting sentenced 26 years.

Prison

Lex Fridman
(04:35:55)
That’s a lot of years.
Matthew Cox
(04:35:56)
I would like to tell you that when they gave me the time, that I was stoic and I stood there and I took it in. But the truth is, I cried like a baby, like a small child. You’ve never seen anyone cry like this in your life. I was just, How did I get 26? What did I do to get 26 years like murderers, rapists? I’ve met guys that kidnapped guys that got 15.
Lex Fridman
(04:36:27)
26.
Matthew Cox
(04:36:31)
So yeah, I…
Lex Fridman
(04:36:33)
Were you scared?
Matthew Cox
(04:36:35)
I mean, does a pope wear a funny hat? Of course I was scared, I was terrified. But I kept telling myself, “They’re going to reduce the sentence. They’ll reduce it, they’ll reduce it, they’ll reduce it. Okay, okay. It’s going to be okay. It’s going to be okay.” But it wasn’t okay. I got moved to Coleman, the Coleman Complex in Coleman, Florida, the Federal Correctional Coleman Complex in Coleman, Florida, which is the largest federal complex in the nation.

(04:37:10)
At that time, there was a camp, which was a female camp. There was a low security prison for men, a medium security prison, and two penitentiaries. So I get moved to the medium. Now I’m moved to the medium, not because… That’s where real criminals go, right? I’m a soft, white boy. I’m no danger to anybody. I hurt someone’s feelings once, but other than that, I’m not going to be a problem. But if you have more than 20 years to serve, you have to go to a medium. So even though my security level said this guy should be in a camp, I had 20 years. You can’t go to a camp until you have less than 10.

(04:37:57)
So as soon as I am given 26 years… They knock off three, but you still have three years to get below 20, so they go to the medium. So I go to the medium and there are guys getting stabbed. The very first day, people are being stabbed. I get locked into… Go to my cell, meet my cellie. They scream lockdown. Somebody got stabbed in the rec yard. I remember I asked my cellie, which I’d met 20 minutes earlier, He’s like, “Hey, we’ve got to get in the cell.” I was like, “What’s going on?” “Somebody got stabbed in the yard.” And I go, “Somebody just got killed.” And he goes, “Nah, they just stabbed him up a little bit.” And I thought, “Oh my God, you’re in a place where they say stabbed him up a little bit. You’re not prepared for this, bro. You got to get out of here.” Anyway, I go to the medium. I’m there.
Lex Fridman
(04:38:40)
What was the first day and night?
Matthew Cox
(04:38:42)
Remember, I already had been locked up in the county. They’re county jails where they call them, they’re US Marshal, they’re holdovers, but they’re really county jails. They just keep you with the federal guys. So I’m not mixed in with hobos and people like that. I’m mixed in with the federal people.
Lex Fridman
(04:39:00)
It’s already felt like a prison?
Matthew Cox
(04:39:02)
Yeah, it’s a prison. I mean, it’s jail, but it’s a prison. Unless you’ve been locked up, you don’t really know the difference. So it’s a jail. Jails suck. Jails are much worse. The whole time I was locked up in the jails, waiting to be sentenced. Guys were like, “I just want to get sentenced and go to prison, bro.” And I was like, “Why does everybody keep saying that? Prison’s worse than this. I saw Shawshank. It’s horrible.” And they’re like, “Bro, prison? Listen, prison I can walk the rec yard. I could go to the movie room, watch movies. Listen, right after count…” There’s a four o’clock count. They count everybody at 4:00.

(04:39:39)
So they are like, “Right after count, I’m going to go to commissary. Somebody’s going to buy me an ice cream. I’m going to be eating an ice cream, walking on the rec yard the first day.” And it’s been months and months and months that I’ve been locked up in this county jail, and I’m thinking, “I want to go to prison. That sounds nice. I’d like an ice cream.”
Lex Fridman
(04:39:57)
But there was a stabbing on the first day, so…
Matthew Cox
(04:40:00)
Yeah. Well, everybody kept telling me I was going to go to a camp. You’re going to go to a camp, you’re going to go to a low.
Lex Fridman
(04:40:05)
I see.
Matthew Cox
(04:40:05)
And honestly, very quickly, I was walking on the rec yard, I was… So I was at the medium. I got there. It’s a real prison with the doors, bam. And they can open the little tray thing and feed you out of the tray, and there’s a stainless steel toilet and sink. And they have that in the county too, but it’s exactly what you think of prison as being.
Lex Fridman
(04:40:30)
But it feels like a fundamentally different experience when it’s 26 years and the door locks, and…
Matthew Cox
(04:40:36)
Yeah. So yeah, I have a cellie, but I’m also, is they sent me to a prison where tons of guys have 30, 40, 50 years, life sentences. There’s gangsters there, there’s murderers, there’s serial killers, there’s really bad guys. There’s guys that are trying to take advantage of guys, right?
Lex Fridman
(04:41:06)
You mean like sexually?
Matthew Cox
(04:41:07)
Yeah. But by the time I got there, I’d heard all the… How you can get yourself in trouble. Don’t go in somebody else’s cell. You don’t know the guy? You’re not 100% sure? Do not go in his cell. Don’t even go near a cell. Don’t go into places where people can close a door behind you or they can trap you in an area. There’s all these things that I’ve been told not to do.
Lex Fridman
(04:41:34)
Again, for sexual reasons.
Matthew Cox
(04:41:35)
Right, because I’m a small guy in prison.
Lex Fridman
(04:41:40)
Yeah, attractive white dude.
Matthew Cox
(04:41:43)
Yeah, it’s a problem. It’s a problem. This, it’s bad. It’s all bad.
Lex Fridman
(04:41:49)
Well, it’s good in the outside world, but bad in prison.
Matthew Cox
(04:41:53)
Yeah. My fear was they’re going to make me shave my head to make sure that the mop wig fits correctly. But there’s certain things that… I always hate to say this, and this is the simplest way to say it, is that if you get stabbed in prison, you had it coming. You did something. They’re not running around just stabbing people, you did something. And the things that get you hurt is you argue over the TV, what channel you want to watch. You got 50, 80 guys watching one TV, don’t argue about it. It’s not worth it.

(04:42:27)
Borrowing things and not returning them, that’s a problem. Running up debts, that’s a big problem. Gambling, gossiping, those are the problems. Those things get you hurt. Not being polite, be respectful. I’m super respectful. So I was respectful. Very quickly when I got to Coleman… There are continuing education courses. One of the courses is residential real estate. The guy that was running the residential real estate didn’t want to do it anymore because he was doing legal work and it just was taking too much time. So he came to me and said, “Listen, you just got here. You got a real estate background like nobody else does. Can you take over this class?” And I was like, “Sure.”

(04:43:12)
So I looked at his curriculum, I rewrote it a little bit, and I started teaching a residential real estate class. And at one point I was teaching two classes a semester or a quarter. And these guys loved it. They all think they’re going to get out and flip houses. So I started from the fundamentals. I talk about credit, how to borrow, hard money lenders, different types of… Everything.

(04:43:35)
It’s the first time in my life, this was funny. Not that I think I was really ever in a position for this to happen. This is really odd though. Probably the second or third class when guys are leaving and I’m having to check them off the roll, multiple guys are stopping and saying, “Yo, bro,” putting their hand out and shaking my hand and going, “Good class. It was a good class, bro.” Then I have guys coming to me, telling me, “Hey, what are you teaching these guys?” I go, “What do you mean?” He goes, “My cellie’s telling me he’s going to get out and make millions. ‘I’m taking Cox’s real estate class. I’m telling you I can do this. I’m going to be a millionaire.'” And it’s like this flipping houses, this is not…

(04:44:12)
But the truth is, flipping houses was… What I basically told these guys, especially the drug dealers, right? You’re a drug dealer and you were raised in the projects and you’re going back to the projects. This is the one industry that you will thrive at because you’re a hustler. You’re not afraid. A 45-year-old, divorced, white woman is not going into the Hood knocking on doors to try and flip houses, but you will. And you know everybody in the neighborhood, and you’ll knock on those doors, and you’ll hustle. And you’ve been told no before and you don’t care and you’re not scared, you’re not…

(04:44:49)
And there’s tons of money to be made in lower income areas. And then when I go through the whole thing and how you can leverage your credit to borrow money to get into the property and do the renovations with very little money down, and I do the whole thing, these guys, they loved it. And what that did for me was two things. One, if you got to the class, 40 guys show up for the class. And I say, “Look, if you don’t want to go, you don’t want to be here, you just want it because your counselor’s making you get a certificate. You don’t want to be here, that’s fine. Bring me two coffees and two creamers from commissary and I’ll fill out all your paperwork and you’ll pass. You’ll get a certificate. I don’t have to see you again.” I have full of coffee and creamer because at least 10 or 15 didn’t want to be there. The other guys seriously wanted to be there. And I don’t want those guys to be there anyway, they’re going to be a problem. So the other guys are serious about it, and some of these guys sat through the class two, three, four times. Some of these guys got out and sent me money, which is a huge sign of respect, by the way. Because they don’t owe me anything. But I did that and I taught GED because you have to do something for money.

(04:46:04)
And I met a bunch of cool guys and I was hanging out and I was doing well. And after about three years, they transferred me to the low security prison. At this point the FBI starts showing up, asking me questions. They asked me questions about the politician I bribed, asked me questions about him. Statute of limitations was up and they were trying to tie him into the bank fraud. Because his name was Kevin White, and one of my guys’ name was Michael Kevin White, and so they were trying to tie him in. “Did he know about it? Because if he knew about it, statute of limitations is 10 years. We could…” “No, he didn’t know.” Should’ve thrown him in there. Because a couple a years later, he gets indicted. He ends up going to jail anyway.
Lex Fridman
(04:46:58)
And it could’ve decreased your sentence.
Matthew Cox
(04:47:00)
Yeah. Listen, listen, stop. Stop. Oh my God.
Lex Fridman
(04:47:07)
I got all my judgment out after the homeless conversation.
Matthew Cox
(04:47:10)
Listen, it’s only going to get worse.
Lex Fridman
(04:47:14)
I mean, I really appreciate your honesty and your insight about snitching, honestly, that I have a sense that there’s at least a desire for loyalty in the world.
Matthew Cox
(04:47:28)
Wouldn’t that be nice?
Lex Fridman
(04:47:30)
Did you ever feel in danger in medium or low?
Matthew Cox
(04:47:36)
Is funny, I had more problems probably at the low than I did the medium. But at the medium, the only thing that happened was an article came out in the newspaper when I was at the medium. It came out and said… Because they’re still investigating things. So this article comes out and I’m on the front page of the St. Petersburg Times. It was about the politician. Big article, and in the article, they interviewed Millie, my lawyer, and she says, “Well, when Mr. Cox was being interviewed by the FBI, one of the first things they wanted to know about was this politician.” So she just said, “Mr. Cox was being interviewed by the FBI.”

(04:48:27)
So I immediately get taken into custody and they put me in the shoe, the hole, for my own protection, and I’m there for like 45 days. Then after 45 days, they’re like, “Cox, what do you want us to do? You want us to ship you?” I was like, “No, put me back on the compound.” I’m like, “Half the guys here cooperated.” And he goes, “Yeah, it’s more than half.” He said, “But this is the guy from SIS,” which is their internal security.
Lex Fridman
(04:48:50)
So that’s when he told you that it’s actually a much higher percentage, but-
Matthew Cox
(04:48:53)
Right, he said, “But a hundred percent of them are lying about it.” He said, “You just came out in the newspaper.” I go, “Man, I’m not concerned.” “If you are concerned, you got to come immediately to the lieutenant’s office and tell us, we’ll ship you.” I said, “Okay.” I get out there, people are looking at me and, “What’s up?” But I don’t have a lot of friends anyway. I don’t come there to make friends.

(04:49:14)
So at one point, this one guy comes to me. I’m walking the yard probably two days later, after I get back on the compound, I’m walking. Guy comes to me, he has a goatee, and it comes down here, and he’s got a little skull thing he had made, whittled out of wood or something, and definitely looks scary. So I’m walking and he stopped, he goes, “Hey, Cox.” I’ve never talked to these guys. I had been there for a year or so and never talked to any of these guys. They’re all like bikers and Aryan Brotherhood. And so I’m like, “Yeah, what’s up?” He said, “Bubba.” Bubba’s their leader. He goes, “Bubba told me to tell you not to walk the yard. He don’t want to see you out in the yard.” And I went, “Okay.” I said, “Well, I’m going to walk the yard tonight.” I said, “And if I get the shit kicked out of me, then I get the shit kicked out of me, but-“
Lex Fridman
(04:50:02)
But did you talk back to a guy with a wooden skull hanging off his beard?
Matthew Cox
(04:50:06)
I did, but you know what? It was right in front of the guard shack, and so there was guards in the guard shack. They’re 20 feet away.
Lex Fridman
(04:50:13)
Really, you weren’t scared?
Matthew Cox
(04:50:14)
I mean, I think I just got numb. I’m not stupid, but I’m walking around. I was scared from the moment I got there, on, if that makes sense. So you get to a point where you’re just numb and you’re waiting for it. Especially when I got out of the shoe. Got out of the shoe, I went straight to my cell, laid down. Couple of minutes later it was lockdown, they closed the doors. I wake up the next morning, I go to chow, I go to my job, it starts all over again. So I had a very packed routine. Although there’s guys everywhere, and I’m thinking at some point I might just be walking around, a guy might walk up and just smash me in the head, but it didn’t happen.

(04:50:53)
And it’s not that guys aren’t getting stabbed, but they’ve got it coming. I didn’t tell on anybody here. I didn’t do anything. It’s not that on other yards I might not have gotten smashed, but I didn’t get smashed. And I’d been there a while and I taught the real estate class, and everybody wanted to take real estate. So I think that insulated me to a degree. I also had made a few friends there, and I think they were probably also putting out the words like, “Bro, cut this guy a break.”

(04:51:20)
So I’m walking across and I tell the guy, I said, “Look man,” and I wasn’t rude to him. He wasn’t even rude to me, really. He said, “Don’t walk the yard anymore. Bubba doesn’t want you walking the yard.” I said, “Well, listen, I’m going to go to chow and then I’m going to go out there tonight and walk the yard, and if I get smashed, I get smashed.” I go, “Because I got 26 years and I cannot walk around for the next 26 years, not going on the yard.” I said, “So I’m going to be there, and if that happens, then that happens.” And he looked at me and he goes, “Man, I don’t give a fuck what you do. That’s what Bubba told me to tell you.” He said, “I told you.” And he goes, “I don’t give a shit what you do,” and he walked off.

(04:51:54)
I went out there that night with a buddy of mine named Zach, a guy named John Gordon, with my cousin and a couple of his buddies. We walked the track for about an hour. Bubba and a group of his guys stood there and looked at us, and as we walked, probably closest we got to them was 30 or 40 feet. That went on for 30 minutes and then they broke up and went their separate ways.

(04:52:15)
There was a couple of times where I would go to the chow hall and I would go and I’d be sitting at a table and Bubba would walk up and tell the other guys at the table, “I want to let you guys know you’re…” He didn’t even call me a snitch. He said, “You’re sitting with a cooperating witness.” He said, “If that’s how you want to roll,” he said, “You ain’t going to be rolling with us if there’s any trouble.” And then they all looked at me and they got their plate and they moved off. He didn’t tell me to move. And he could’ve walked up and said, “This is a snitch motherfucker.” He didn’t do that. Bubba was very respectful. As respectful as you could be [inaudible 04:52:48].
Lex Fridman
(04:52:47)
Whatever you want to say about Bubba, he was a respectful man. You ever talk to him directly?
Matthew Cox
(04:52:52)
Never had a conversation with him. So that went on, but I mean, when I say that went on, I mean literally that’s a couple of times. He said the same thing to a guy in line one time. Guy came up to me later and said, “Look, man, I’m sorry, Matt.” He was standing next to me in line. Bubba said something to him. He went like 10 or 15 people back and stood in line. Later on he came up to me, “Matt, I’m sorry bro, but blah, blah, blah.” I said, “Bro,” I said, “Look, I get it. We’re not friends, don’t worry about it.”

War dogs


(04:53:18)
And here’s the thing. At some point there, I ended up getting… Well, the FBI started showing up there at the prison, questioning me about my files in Tampa, that [inaudible 04:53:33] of the 12 guys that were indicted?
Lex Fridman
(04:53:34)
Mm-hmm.
Matthew Cox
(04:53:34)
They show up and they start asking me about it. And so they’re still working it. Well, at the same time, I end up getting moved to the low security prison. I get to low security prison, they show up over and over again. But at some point they come to me and they say, “Look, we went to the US attorney. We presented everything we have. I have enough to indict all of these guys.” I think it was whittled down to maybe eight instead of 12. And they said, “Look, the entire economy is melting down. At this point some of these are four, five years old. We’ve got banks that are melting down right now. We’ve got 100, 200, 300 million, 500, half a billion dollar banks that we’re investigating. We don’t have time to deal with this. We’re not going to indict those people.” So they get away. The agent I was working with, her name was Leslie Nelson, very nice person. She came… Actually didn’t have to do this, came to the prison to tell me this is what happened. And when she’d first come to see me, I told her, “Listen, I want to do all this, but no matter what happens, I need you to write me a letter. If they don’t indict these people, I need you to write me a letter that I can present to the US attorney on my behalf, that I did everything I could.” And she goes, “I’ll do that. That’s not going to happen. We’re going to get the indictments and everything.” I was, “Okay.”

(04:55:05)
So of course, a year later, she shows up after nothing happens and they’ve dropped the case. She shows up and she tells me what happened, and he’s not going to do it. And I go, “Do you remember that you…” She goes, “I got the letter right now.” Gave me the letter. She was like, “That’s it.” Great letter. It says, “Mr. Cox has worked, blah, blah, blah. He’s done this, this, this,” great. And even said, “He deserves a reduction in my opinion, blah, blah, blah.” But nobody was arrested.

(04:55:33)
So I call my public defender, I call Millie, I explain it to her, and she starts crying and she’s sorry. And, “Well, what are we going to do?” “Well, there’s nothing you can do. You’re time barred.” You have one year to file a 2255, which is to say that your lawyer is ineffective or that the court has made a mistake in some way. And it had been over a year, it had been years. It’d been like four years. And she’s like, “Yeah, I mean, there’s nothing you can do.” And she’s in tears, and I feel like I’m done. At that point I’m done.

(04:56:14)
And what I do is I start writing a book. I write my memoir. And this is not a shameless plug for my memoir, by the way, which is amazing. Just saying. But so what happens is I actually write it. I write it, and then I have to rewrite it because I don’t really know what I’m doing. And I’ve been reading true crime and that sort of thing. And I’ve always liked true crime. I get a literary agent, comes to see me, tells me I have to rewrite some stuff. We rewrite it. As I’m finishing up my memoir, there’s a guy that comes on the compound, and his name is Efraim Diveroli. Efraim Diveroli and his business partner, a guy named David Packouz, were selling munitions, AK-47 rounds.
Matthew Cox
(04:57:03)
… selling munitions, AK-47 rounds, really tons of munitions. But they got in trouble with this and they were selling them to the US government for the Afghani Security forces. And there had been an article in Rolling Stone Magazine about him, and I’d read it and somebody points them out and says, “Hey, that’s that guy.” And I went up to him, I said, “Hey, bro, you just got here?” He’s like, “Yeah.” And I said, “Look, if you want to write a memoir or anything, I’m finishing my memoir. I can always help you. I can help write an outline. You can get a professional writer, whatever you need help.” He’s like, “Yeah, all right.” Efraim Diveroli was played by Jonah Hill in the movie War Docs. So a few months later, he comes to me and says, “Hey, they sold the movie rights.” I was like, “Oh wow, that’s great.”

(04:57:46)
And I’m like, “You don’t want to write a memoir?” And he’s like, “Yeah, man. It was sold to the guys from the Hangover movie.” And I was like, “So the guys from the Hangover movie are going to make a movie about you?” I said, “You understand, they’re going to call it like, dude, where’s my hand grenade? And you’re going to be Spicoli from Fast Times at Ridgemont High. You’re going to be a joke, all because you don’t want to write a memoir and get your version out there.” And he was like, “Holy shit”. So I ended up writing an outline for him. We worked together, and then he asked that, “Can I read your book?” And I was like, “Sure.” And I give it to him and he reads it and he comes back and he said, “Bro, this is the best thing I’ve ever read in my life.” And to be honest, I later found out he’d read about three books in his entire life, but still it was very nice…
Interviewer
(04:58:30)
[inaudible 04:58:31] still the other two.
Matthew Cox
(04:58:32)
So he asked me if I’ll write his book, I write his book. We work out a deal and we do that. And I’m saying all this because I basically settle in. I’m done. I’m going to do 26 years.
Interviewer
(04:58:46)
By the way, just on a small tangent, how did you know you’d be good at writing?
Matthew Cox
(04:58:52)
I had written a manuscript prior to even taking off on the run, I used to listen to John Grisham books. I would listen to him in the car. I liked John Grisham books, and I’d actually written a manuscript about a mortgage broker. He writes about lawyers, and it’s like, Laurie, being a lawyer is not exciting. If you can make that sound exciting, I can make being a mortgage broker. And I wrote a book, put it at my desk, and the FBI found it and they had said, “Oh, it’s a blueprint to the fraud that he’s going to commit.” It wasn’t, stop. That character was as much me as John Grisham’s characters are him.
Interviewer
(04:59:31)
But it’s still interesting that John Grisham didn’t…
Matthew Cox
(04:59:35)
Right. I mean, if John Grisham did something similar to what one of the…
Interviewer
(04:59:40)
Yeah, I saw a quote somewhere that the criminal is a true artist and the detective is merely a critic. Something like that. Does that resonate with you or not?
Matthew Cox
(04:59:55)
I’ll have to look that up.
Interviewer
(04:59:56)
Okay, so you already knew you could write?

Frank Amodeo

Matthew Cox
(04:59:58)
Well, I knew I liked it, but yeah, I think I got better and better at it. I mean, as you’re writing… And they had creative writing classes in prison at the Lowe. The Lowe was a much different breed of animal. You could very easily get hurt, you could get hurt either place, but there were guys that have life sentences that have been working out for 20 years and were just super angry at the medium. And if you got hurt at the medium, it was probably really go bad, as opposed to you get hurt at the Lowe, it’s more like a fistfight in high school, with knives. So anyway, so I am there. I’m writing, I’m doing that. And there was a guy on the compound that came on the compound about that same time. His name was Frank Amadeo. Frank Amadeo is a rapid-cycling bipolar with features of schizophrenia.
Interviewer
(05:00:56)
Rapid-cycling, bipolar with features of schizophrenia.
Matthew Cox
(05:01:01)
It’s just constant, right? And so there are moments in his manic state where his reoccurring psychosis, I guess, is… That he believes, and since he was in his early teens, has believed that he’s preordained by God to be emperor of the world. He’s a lawyer, disbarred. Stole close to $200 million from the federal government. They gave him 22 years and they sent him to Coleman, but it doesn’t… This is the part I love. The delusions don’t affect his legal work. It doesn’t say a ton for legal community, but…
Interviewer
(05:01:41)
How do you know he’s delusional? I’m just asking questions.
Matthew Cox
(05:01:43)
Yeah, he’s trust me. I mean, it’s not me. It’s like the transcripts, the lawyers, the doctors. There’s a ton of ton. And then if you saw him in action, you’d be like, “Oh, wow.” He would be completely normal. He would be having a completely normal conversation and somebody would say something and he’d go, “That makes me so angry. I am not going to let them do that. When my legions march on Washington, we are going to burn the constitution and the president will kneel at my feet.” And he goes, “I’m going to need your transcripts. I’m going to need a 2255 form. We’re going to file a…”

(05:02:35)
And everybody would sit there and be like, “Okay, Frank, I’ll get to this and I’ll get…” It was insane. It was the most insane… He was basically running a medium-sized law firm from inside of the prison. He was training people. He taught the legal research class and was training people on how to do legal research in prison, how to put together motions, how to fight their cases, how to do the research, how to type them up. Everything. It’s like a law school. He’s teaching these guys… Listen, they made such a mistake locking this guy up.
Interviewer
(05:03:11)
So he’s a great lawyer.
Matthew Cox
(05:03:12)
Listen, it’s going to get worse. It’s going to get worse. Because here’s what happens is, at this point, I don’t talk to him for probably a year or so because everybody’s saying he’s crazy. And for a year, he gets there, he’s drooling out of the side of his mouth. They got him on a ton of medication. It takes him about a year to take him off the medication. So he gets them to take him off the medication, and then he starts stabilizing his mood by drinking Pepsi. I know. I know it’s crazy. I see you looking at me like this guy’s delusional. I know. So at some point, one of my buddies comes to me and says, “Look, you got to go talk to Frank.” Here’s the other thing. Over the course of a year or two that he starts doing legal work for guys, he starts just taking on guys’ cases. “I’ll do the motion, I’ll do your legal work, I’ll do this.” Keeps him busy. But suddenly you start hearing people get released.

(05:04:08)
Jimmy just got 10 years knocked off his sentence. He’s going to halfway house next month. Tom got an immediate release. Frank’s walking people up to R&D, shaking their hands. Guys are walking up to him in tears, crying. And so crazy or not, what choice do I have? I called three different lawyers on the street and said, “This is what happened. What can I do? What can I do?” They told me to do this and this and this, and I worked with them, and then they decided not to proceed, and what can I do? And they said, “You’re hit, bro. There’s nothing you can do. In the 11th circuit, you cannot force them to file a reduction on your behalf. You cannot do it. It’s impossible. You’re hit. You’re done. It’s over. I’d love to take your money, Mr. Cox, but it’s not going to happen. I’m not just going to take your money. You’re going to lose.” Three different lawyers.

(05:05:03)
I talked to Irti’s lawyer, told me, “Bro, it’s not going to happen. It’s over.” So my buddy says, “Go talk to Frank.” I said, “Well, why wouldn’t I? I got nothing else to lose.” So I go talk to Frank. He actually has a little manic moment, that little thing that I just showed you. That’s exactly what he said the first time I talked to him.
Interviewer
(05:05:24)
Based on your case?
Matthew Cox
(05:05:25)
Yes, “I won’t let this happen.” He’s like, “I’m going to need your transcripts. I’m going to need you to get this. I need to see your indictment. I’m going to need your percentage report. I’m going to need…” I was like, “Okay.” And I turned to my buddy. He’s like, “Bro, I know. I know what you’re thinking. It’s fine.” It’s fucking crazy. And he’s like, “I understand. What choice do you have?” I was like Fuck. So Frank files a 2255 motion on my behalf stating that I’m not time-barred that Millie was… We file it against Millie, stating that she was ineffective, that she didn’t understand the law. She had me plead to something. Because she thought I could get a reduction simply for doing Dateline. Oh, by the way, when I was in the medium, the government came to me and asked me to be interviewed by American Greed. I do that. I’m interviewed. And they get me on the phone, they talk to me, everything. The prosecutor wants me to do it. She’s re-interviewed, everybody’s re-interviwed.

(05:06:23)
It airs. Millie goes to the government, says, “Look, reduce the sentence.” They go, “No, Millie, it’s not enough.” Then they come to me and they ask me to write an ethics and fraud course. I write an ethics and fraud course. The guy I write the course with that flies up to Atlanta. He talks with… I think he drove up, but he goes up to Atlanta, he talks with a US attorney, talks to Millie. She insists if he does this, I will reduce his sentence. I will definitely consider this. Definitely consider. And then we do it. It’s being used all over the nation. Not enough. At this point, I go to Frank. I tell Frank what’s happening. Frank says, “Yeah…” He goes, “Every time they asked you to do something, it reset the time bar. You have a year from that time to file a 2255.”

(05:07:11)
Now, he insists that that was a viable argument. Nobody else does. But he said, “I’m not going to let them do this. I’m going to take care of this. I’m going to get your sentence reduced.” Okay. “Emperor. Okay, Emperor.” So he was a character. Anyway, so he files a 2255. The government comes back, they say, “He’s time-barred.” Frank comes back, they answer his motion, he files a retort. It just goes back and forth. This goes [inaudible 05:07:46] for six months to a year. And at some point, I go to mail call, and they call my name and they hand me this thing, and I open it up, and it says the government’s filed a motion for a stay so that they want the court to appoint me a lawyer and to discuss filing a Rule 35, reducing my sentence. And I’m like, I read it, but I couldn’t even understand.

(05:08:15)
I don’t understand. So I mean, I rushed to go find Frank. I show it to Frank and he says, “Yeah, they’re staying it. They’re going to send you a lawyer and you’re going to negotiate for how much they’re going to reduce your sentence.” He says, “It’s perfect.” So they fly this woman down, her name was Esther Panitch. She flies down, comes to the visitation room, they bring me there, the lawyer’s room, whatever they call it. And so we’re sitting there, and I remember we’re talking, and she says, “Listen, your motion, your 2255 is written well, but honestly, you don’t have much of a prayer, and they’re offering you a one-level reduction, which is 30 months.” And I went, “Oh, that’s not enough.” And she said, “Well, I don’t know what to tell you.” She said, “They’re willing to bring you back.” And I was like, “Well…” I mean, I don’t know.

(05:09:12)
I go to talk to Frank. Frank said, I deserve this many levels, and we’re going back and forth. She says, “Who’s Frank?” And I go, “Frank’s the guy that’s doing all my legal work.” She goes, “He didn’t write all this.” And I was like, [inaudible 05:09:20], “No, who wrote?” And I explained it to her and she’s like, “He’s an inmate?” And I was like, “Yeah.” And she says, “Why is he here?” And I tell her, “Well, he stole a bunch of money from the federal government because he’s trying to take over the world.” So I tell her that whole thing. And she’s like, “You’re letting a mentally incompetent person do your legal work.” And I was like, “Yeah, because all the competent attorneys wouldn’t do it. They said, I didn’t have a prayer. Your people said, I didn’t have a prayer.” And I said, “Frank said he could get this done.”

(05:09:50)
And she’s like, “Well, I mean, I don’t even know why they’re offering you one-level.” I was like, “Well, Frank said.” And I’m like, Frank this, Frank that [inaudible 05:10:00] ended up saying, she’s like, “You’re taking advice from a legally, an incompetent person.” I said, “Yeah.” She said, “You really don’t have a prayer.” I said, “Then why are you here?” I said, “If they could crush me so easily, why are you here?” I said, “They’re giving me one-level. Let me talk to Frank. I’ll let you know what we’re going to do.” So I leave. I call her a couple of days later, I tell her… I talked to Frank. Frank said, “Go back. Go back and argue for more.” He said, “I think the judge is going to give you more. He’s going to give you at least between whatever he said, six or seven levels or something.”

(05:10:33)
So I get moved all the way back to Atlanta. The FBI agent comes to talk on my behalf, the guy… Multiple people show up to talk on my behalf. They say… Millie, who I filed the 2255 against. So I’m basically saying, “You’re ineffective, you’re incompetent.” But she knows the game. She’s like, “I get it.” She gets on the stand and testifies for me. So the judge goes, “Listen…” I think we were asking for nine levels or something outrageous. Prosecutor starts arguing for one-level. And he said, “Listen, one-level is not nearly enough for what Mr. Cox has done.” He said, “Mr. Cox, I know you’re arguing for nine levels off. You’re [inaudible 05:11:22].” He goes, “That was never going to happen.” I was like… It felt like I got slapped. He said, three levels. “I’m going to go with three levels.” He goes, “Which is seven years.” Which he said, “For somebody who has no arrest associated with his case.” He said, “I think it’s pretty good,” and that’s [inaudible 05:11:44] judgment and blah, blah, blah, blah, blah. And he hammered, puts the gavel down and walks off and that’s it. It’s over, I get seven years. I was hoping for more. So I get moved back to Coleman. I get moved back to Coleman, and I go up to Frank and I said, “Frank, I got seven years off.” And he is like, ” I know.” I said, “And I don’t mean to sound unappreciative.” I said, “I was hoping for more.” He goes, “I was too.” He said, “It looks like we’re going to have to eat this elephant one spoonful at a time.” And he goes, “Something will come out. Something’s going to happen.”

(05:12:19)
He said, “Keep your ears open. Something will happen.” And I said, “Okay.” And honestly, by that point, I’d done eight years, and I remember if I got a year off for the drug program and good time and this, I had about eight years left to go or something, nine years left. And I was like, “I can do that. I’ll write.” I’d been writing. By that point, I’d actually written a story. I got a book deal for Deboroli, and I ended up writing a synopsis of a guy’s story. And I got him in Rolling Stone Magazine. And I got a book deal for that. I got an advance. It was thirty-five hundred bucks for being in prison, a prisoner to get a thirty-five hundred in advance is like, “I’m a millionaire.” That’s a lot of money. And then we optioned the film rights.

(05:13:17)
Basically the synopsis that I wrote for this reporter, journalist for Rolling Stone, he goes to Rolling Stone with what I wrote and gives it to them, and they okay it, they say, “Yeah, this is great. We want you to write an article based on this.” He writes the article. He tells me that the article will be from his name Guy Lawson, Douglas Dodd, which is the name of the kid I wrote the memoir about, and Matthew Cox. A couple of weeks before the article is going to be published, he tells me Rolling Stone doesn’t want my name on the article because I’m in federal prison and it doesn’t look good, but don’t worry, he’s going to put my name in the article. And that’s just as good. And I argue it’s not just as good. It’s not. I’m like, “I would be a writer for Rolling Stone Magazine. You understand, I’m trying to come up with something here that I can rebuild my life as a true crime writer. That’s no good.”

(05:14:24)
And that wasn’t so bad. That wasn’t the worst. The worst of it was 90% of the article that he published was taken directly from what I sent him. I mean, sick to my stomach, bro, just sick over it. But they option the life rights for that. And I got a piece of that. So there’s like $7,000. I get a cheque for that. So I’m thrilled I can keep writing. Because you have to understand, writing on the computer there they charge you. So I start… Oh, they charge you for phone calls, writing… Every single thing costs money. So I start writing all these guys’ stories. I start writing books. I went back to Atlanta, got seven years knocked off my sentence, come back, and I’m walking around the compound. Now, there was a guy that was there named Ron Wilson. Ron Wilson ran… If you look in the newspaper, it says it’s like a hundred million dollars Ponzi scheme.

(05:15:25)
But really it was fifty-seven million dollars. He had lost fifty-seven million. So it says a hundred. They always exaggerate. Because fifty-seven is not enough. Ron ended up getting nineteen and a half years. Ron was an old conman, early sixties, sixty-two, sixty-one, I don’t know. And I liked Ron. So we’re walking around the compound and he’s like, “So what are you going to do? I mean, you eight or nine more years to go?” And I was like, “Yeah, I’m going to keep writing and when I get out of here, maybe I’ll have a huge body of work and maybe I’ll be to sell it, or maybe I’ll be able to option some more stuff. And if I could get together with Rolling Stone or get with some of these magazines, I could start writing for them and I could option those. Maybe I could walk out of here with something.” “Right, right, right.” So Ron was… Who’d only been locked up like a year or so. He was cooperating, with the Secret Service in his case, against some of his co-defendants.

(05:16:25)
So he’s already been debriefed and he’s cooperating. He’s actually thinking he might get brought back to have to testify at a trial. We’re talking and we’re walking, and he keeps saying, “Even if they charge those guys, and even if this happens, they’re not going to reduce my sentence. They’re not going to cut my sentence.” First of all, well, probably because you stole a bunch of money from pension funds and churches that didn’t help your case. But I don’t say that. So I say, “Oh, they have to, bro. They’ll have to, if you cooperate, they’re going to have to. And if they don’t, we’ll have Frank file a 2255.” And he’s like, “Ah, that crazy mother…” So he says, “Okay.” He’s like, “Yeah, yeah, you don’t understand. You don’t understand.” So this goes on for months. And I’m like, “What is the problem?” And he says, “They think I hid Ponzi scheme money.”

(05:17:19)
And he’d actually dug up like five or six million dollars in Ponzi scheme proceeds that he dug. He buried in these… Literally buried in aluminum ammunition canisters. Super interesting guy. So he actually went and dug them up and gave them to him. And I’m like, “Well, you gave them all the money. You didn’t hide anything. Relax, it’s not a big deal. They’re not going to find anything, don’t worry about it.” And so he mentions it a couple of weeks later, a couple of weeks later, and then one day I go, “Bro, why do you keep bringing this up? What are you concerned about? It’s not going to happen.”

(05:17:54)
And he said, “Can I trust you?” And I went, “Probably not.” And he goes, “I did hide some money.” I was like, “Okay.” I said, “Did you bury it in a can somewhere?” And he’s like, “No, I gave my wife 150,000 in cash.” I said, “Okay, well, she’s not going to say anything she’s using [inaudible 05:18:20].” He said, “No, you don’t understand. Since then she found out I was having an affair and we’re going to get a divorce. And she hates me. And I think she’ll turn that money in just to make sure that I don’t get a reduction.” Because if you lie to the FBI, it doesn’t matter what you’ve done for them, they won’t give you anything. And so, I’m sorry, the Secret Service or… Anyway, he has clearly lied to the Secret Service at this point.

(05:18:45)
If she goes and says, “This is what he gave me.” So I was like, “Oh, wow.” And he’s like, “My brother’s holding maybe 30,000 for me.” And at that moment I was like, “Wow, this poor guy.” No, that’s not what I thought at all. What I thought was, “Is that enough to get me a sentence reduction?” And I went and I sat there, and you know what I thought? I thought, “No.” I thought, “That’s not enough. That’s not enough. It’s nothing. That’s not even $200,000.” And they didn’t want to give me a reduction. My prosecutor was pissed that I got seven years off. She wanted me to get 30 months. She’s not going to give me anything. It’s up to her. She’s not going to do it. So I go, I lay down, I go to bed. A month later, I’m on the phone with my lawyer.

(05:19:38)
I had written, I remember wrote, I had a manuscript from my book, and I wanted to put some of the stuff that was said in my sentencing in the book. So I was trying to get my lawyer to mail me my transcripts, and she hadn’t done it. So I called her and I said, “Listen, you said you were going to…” She’s like, “Oh God, man, I’m so sorry. I’m so busy. I’ll do it. I’ll do it.” And then she went… This is Esther. She goes, “So what else is going on in there?” And she never wanted to talk to me, when they were paying her, she didn’t want to talk to me. And I was like, “What do you mean nothing? I just need my transcription.” She’s like, “Nothing’s happening. There’s nothing you want to talk about.” And I was like, “And I went, you know what? There’s something weird happened there. Listen to this.” And I told her about Ron Wilson, and she goes, “Hold on.” And she looks him up on the computer. She goes, “Oh wow. This is a bad guy. This is a bad guy.”

(05:20:32)
“And he told you… Then you know where it [inaudible 05:20:36]” “Absolutely. And I can tell you exactly.” And she goes, “Okay, okay, okay.” She goes, “Let me look into this.” I go, “Okay.” So a week later, a CO comes to me and goes, “Hey, Cox.” And I go, “What’s up?” He goes, “Listen, at the next move…” Because they have controlled moves. All the doors are locked, and they open them up for 10 minutes. So you can run to the chow hall or you can run to the… You can’t run though. They have no running on the compound, but you can walk fast to the rec yard or the library, whatever. He says. “The next move go to SIS.” So I go to SIS on the next move. But I was used to going there, by the way, because I was constantly ordering Freedom of Information acts. And so I’d order… You’re an inmate and I’m writing a story for you. And I’d order it and they’d send it to me.

(05:21:20)
And then they would catch it and they’d be like, “Why are you getting Lex’s information?” So they’d call me down there and I go, “No, I ordered it for him and I’m writing a story, and I’d already been in Rolling Stone and everything.” They’re like, “What’s the story?” And I tell him the story. The guy’s like, “That’s a pretty good story here.” And so I go down there, but this is different. This is the guy answers the door and this guy, they call him Bulldog. He was a real asshole. He was a lieutenant at SIS. And he’s like, “Get in here, Cox, sit down.” And he dials the phone. He goes, “Here, you got to talk to this guy.” And I’m like, “What?” And I pick up the phone, I’m like, “Hello?” And the guy goes, “Hey, this is Agent Griffin with the Secret Service. I understand you know where Ron Wilson has hidden Ponzi scheme money. I want something in writing.”

(05:22:03)
So I start doing that and they go, “Okay.” Then I get his email address and we start emailing each other back and forth, and he ends up getting a letter from the US attorney in South Carolina that says they will consider it substantial assistance if they make arrests or recover a substantial amount of money. That’s the best I’m going to get [inaudible 05:22:28] consider. So I start talking to this guy and he starts asking me questions about Ron Wilson. Like, “Hey, ask him this, ask him this.” So I’m like, “Bro, I got to work that into a conversation. That’s an odd thing to ask.” So this goes on for six months. So I’m asking questions and I’m typing up little reports, and I’m a prison snitch now. So I’m not just cooperate now [inaudible 05:22:50] prison. So I’ve moved down. I’ve moved down actually from being just a cooperating witness or…
Interviewer
(05:22:58)
Because you’re in prison, is that what makes you a prison snitch?
Matthew Cox
(05:23:01)
You can’t even really say. No, you could say Prison Rat. You could say Prison Rat. I think prison snitch, I think, that’s probably the closer the term that most guys would use.
Interviewer
(05:23:12)
What’s the difference between a snitch and a rat in prison?
Matthew Cox
(05:23:14)
I’m not sure. It rolls off the tongue better. Prison rat doesn’t sound as good as prison snitch. I don’t know. I don’t spend a lot of time thinking about this. So what happens is I’m asking Wilson questions periodically, and at some point they contact me and they say, listen, “Wilson’s about to get some bad news.” I go, “Okay.” And they go, “He’s like… I wouldn’t want to tell you what it is. Let us know what happens.” Two days go by and Wilson comes up to me one day and says, “Cox, Cox.” I’m like, “Oh, shit.” I’m like, “Hey, what’s up?” He’s like, “Oh, you’re not going to believe this. I got indicted.” I was like, “What? What happened? No.” “Yeah, my wife, they questioned my wife and my brother, and my wife walked in. First she said, I don’t have nothing. I don’t know what you’re talking about.”

(05:24:14)
The next day, the brother walks in and gives them $150,000 in cash. And so the next day the wife comes back and gives him $250,000 in cash and a bunch of silver, like gold, bullion and silver, because his Ponzi scheme was based off of silver. He was going to invest in silver for you. So half a million dollars, they turn over half a million. I’m like, “Half a million dollars? I thought she was a hundred thousand or something.” And he was like, “I know. I didn’t know I could trust you.” I’m like, “Ron, what are you doing? I thought we were…” So I’ll tell you something just for the icing on the cake by the way, the icing on the cake. Let me explain one more thing.

(05:25:05)
So if somebody cooperates with the federal government, let’s say I get arrested and they go, “You want to help yourself?” And you go, “Yeah, okay, look, Jimmy is a… He lives next to me and he’s running a meth house, a meth lab, whatever.” And they go and they raid Jimmy and he gets arrested. You’re going to get something off of that. Not a lot, but you’re going to get something. And they could just say, “We were going to bust him anyway. We were already onto him.” Now, the next level would be you wear a wire.

(05:25:38)
So I wore a wire and I was in danger. Now keep in mind, I’m asking this guy questions inside federal prison. I’m in danger. So whatever, that’s the next level. You’re taking an active participation in the investigation. And the third level would be you actually get on the stand and you cooperate and you testify there’s no better cooperation than that. So when Wilson says to me, “They’re going to move me back to South Carolina, they’ve indicted me. They’ve charged me, what do you think I should do?” And I go, “I think you should go to trial, because I know they’ll have to call me as a witness.” Just to let you know, I don’t want to walk out of here and have you feeling like, “Hey, there’s some good to this guy.” So I’m ready to gut Wilson like a fish.
Interviewer
(05:26:40)
But you are putting yourself in danger if you get on the stand, right?
Matthew Cox
(05:26:42)
I’m already in danger. If people there heard what I was doing, I probably would’ve been in danger.
Interviewer
(05:26:46)
Does that increase the chance of them hearing or no?
Matthew Cox
(05:26:50)
It does, but it also increases my ability to get more off my sentence. So what happens is a couple of days later, he’s on what’s called the packout. They’re going to move him maybe a week later. So they come and get him, they move him, he gets back there to South Carolina and he pleads guilty. They sentence him, he gets six months added on. So he is now from nineteen and a half to twenty years. And by the way, when Covid hit, he was released. So he only ended up doing six years on a twenty-year sentence because he was older, by that point, he was sixty-six, sixty-seven years old. Anybody older than fifty-five was in danger, especially in the prison. So they had a Covid thing where they were releasing these guys and sending them home on [inaudible 05:27:37].Like, “He’s an old man, he’s not going to hurt. He’s not a danger.”

(05:27:43)
So they sent him home. So he ended up doing… So he didn’t even serve the six months. He didn’t even serve the original sentence, whatever. Not that I care. So I’m just saying, if it makes you feel like, “Poor Ron.” It’s okay. So his wife got a hundred hours of community service or something, or sixty hours, and I think his brother got six months papers. They got charged with obstruction of justice and neither one of them… It was six months probation and community service, nothing. So when I turn around, I’m waiting for my reduction, waiting, waiting. After about 90 days after this guy gets sentenced, maybe six months, I send a letter, “Hey, what’s going on to the prosecuting, to my prosecutor?” The prosecutor of both districts, no response. Then I go to Frank, I explain to Frank, and Frank has known what’s going on the whole time. And Frank goes, “Okay, I’m going to file a 2255.” So we file a 2255, government comes back and first thing they say is, “Your Honor, we don’t know about any cooperation. We’ve never heard about any cooperation.”

(05:28:51)
So of course then we submit the letter that we have, the judge comes back and the judge ends up saying it’s a little complicated, but he ends up saying, “Look, I don’t have jurisdiction to hear this because you may be time-barred, but I’m going to let the appeals court hear it.” Now, typically, you have to get what’s called a right of a certification to appeal. You have to make sure that you actually have a case. He says, “I’m waiving the cert and I’m waiving the $500 fee to file with them.” And he basically expedites it for me, which is a subtle way of telling the prosecutor, “I think he’s got something and I’m sending it up there.” And the way he writes his motion, it’s basically saying, “I don’t have the jurisdiction to do anything, but they do. They need to do it. And I’m paving the way. You don’t have to pay any money and you don’t need that cert.” So the prosecution immediately comes back, they file a one level reduction, and…
Matthew Cox
(05:30:03)
… level reduction. And we immediately, Frank files something saying, “Hey, stop. We don’t want the reduction. We don’t want the one level, we want to come back to court. Please don’t rule on it.” So the judge says, “Okay, I’m freezing everything. I’m putting a stay on everything. I’m going to give this guy a lawyer to try and figure out what you’re going to do.”

(05:30:25)
They fly down a lawyer, Leanne Weber. So she comes, and she comes and sees me and she says, “Listen, I see that you want to go back and fight this and this, but honestly I don’t think you’re going to get anything more than one level. I talked to the prosecution. They said they’ll give you…” Well, she said, “I can work on trying to get you two levels, but you don’t have much of a prayer. You’re going to get crushed.” And I said, “Well, then why are you here? If they can crush me so easy, why don’t they do it? Why would they pay you…” They pay them like 12 grand or something just to fly down and all your expenses, “… to negotiate for me? Why not crush me?” And she’s like, “I don’t know.”

(05:31:12)
I said, “Well, Frank said four levels.” And she’s like, “Who’s Frank?” I go, “Frank’s the guy that wrote all this.” And she’s like, “Oh, is he an attorney? Is he in here?” And I’m like, “Yeah, he’s in here.” She’s like, “Why is he in here?” And I tell her, you’ve taken over the world. And she says, “That’s the strangest thing I’ve ever heard in my entire life.” And I said, “I understand. But Frank said…” And she’s like, “You’re listening to an incompetent…” I’m like, “Yeah, absolutely. And Frank said we want four levels. He said for me to tell you we want four levels.” She goes, “Okay.”

(05:31:46)
She leaves, she goes to the US attorney. We argue. Two levels. They come back and say two levels. No. We go back and forth. We start filing motions saying we want to go back, we want a hearing. We want to bring back all the FBI agents, the Secret Service agents. And she’s like, “What? Do you want to turn this into a circus?” “Exactly what I want to do. I’m going to turn it into the biggest circus. Because I’ve already got one level.” They come back in one day, she says, “Listen, three levels is the best you’re going to get.” She said, “So I guess you’ll be moved back here. We’ll go to the hearing.” I said, “No, no, no, I’ll take three levels.” And she goes, “What are you talking?” She said, “You said four levels. You said Frank wouldn’t let you take anything less than four.” I said, “No. Frank said to tell you four. I was happy with three. I wanted you to argue for four. I’m good with three. I’m out of here in a year.”

(05:32:33)
And I don’t want to be moved back. I don’t want to have to get on that bus. Do you know what it’s like to be moved? It’s horrible. So I said, “I just want the three levels.” Then we argue about the wording for about two, three months, and then they file it. And then I get five years knocked off my sentence because three levels at the level I was at now, isn’t seven years. Every level you get a little less time, so I get five years off. So now I’ve got 12 years knocked off my sentence.

(05:32:55)
At this point I maybe have a year and a half to go, and that’s doable. So I was super, super happy. And I’m going to tell you something, and I’m sorry bro, but every time I think about it and I just feel like I have to say it, Frank [inaudible 05:33:28] insane, but I didn’t have a fucking prayer without that guy. And as crazy as he is, as much of a pain in the ass as he was, I could never repay him, bro. I shouldn’t be here. I’m supposed to be in prison right now. My out date was 2030 without that guy.
Interviewer
(05:33:59)
Where is he know?
Matthew Cox
(05:34:01)
He got himself out. He didn’t do all that time, he got himself out. I don’t even know how he did it. They’ve even thrown him back in prison again for six months and he got himself out again. He’s insane. He’s incredible. He’s insane but he’s incredible.
Interviewer
(05:34:13)
Is he really that insane?
Matthew Cox
(05:34:15)
He’s in Orlando.
Interviewer
(05:34:17)
I mean, he seems like a good lawyer and a good man.
Matthew Cox
(05:34:22)
Look, he’s great. He’s great. I mean, there’s no doubt in my mind I would be in prison right now if it wasn’t for him.
Interviewer
(05:34:31)
And he’s done this for others?
Matthew Cox
(05:34:32)
Walk people right out. 10 years off, five years off, nine years off, 10 years. And I didn’t pay for one thing. I didn’t pay for my stamps, he paid for everything.
Interviewer
(05:34:45)
It sounds like the other lawyers don’t really believe it’s possible, and he does. It’s interesting.
Matthew Cox
(05:34:50)
Well, I think he’s willing to badger them into doing what they should’ve done to begin with. I actually wrote a book about it, which he loved.
Interviewer
(05:35:03)
About him.
Matthew Cox
(05:35:03)
About him and his story. It’s so over the top, what happened with him. I mean, literally tried to take over the Congo. I mean, there’s a documentary about it. It’s called 9 Days in the Congo. It’s an insane story. It’s one of those stories that’s just like, how is this not a movie?
Interviewer
(05:35:21)
It’s not a movie yet.
Matthew Cox
(05:35:22)
No. I’ve pitched it several times and it would be great. So I wrote a synopsis and I turned that into a book.
Interviewer
(05:35:32)
What’s the name of the book?
Matthew Cox
(05:35:33)
Oh, It’s Insanity.
Interviewer
(05:35:33)
It’s Insanity.

Freedom

Matthew Cox
(05:35:35)
Yeah. But about it, like a year and a half later, I ended up getting out of prison and I went to the halfway house.
Interviewer
(05:35:40)
What’d that feel like, freedom?
Matthew Cox
(05:35:43)
Oh, this is bad, bro. This is bad. I remember when I was leaving the prison… I met some great guys in prison, which is a weird thing to say. But I met better people in prison than I’d ever met outside prison, at that low. I mean, because it was the first time I actually had friends. I really had someone that wanted to hang out with me, just to hang. I didn’t have anything to offer them. I can’t make you any money, I can’t do anything for you. We’re just hanging out because we like to laugh or we have things in common or we are fascinated by each other, or we just have a good time and fun.

(05:36:32)
So when I was leaving, I remember my mom showed up and my brother showed up and they picked me up, and we were driving off. I remember looking back at the prison and my brother said, “I’ll bet you’re glad to leave that behind you,” and I started crying. It’s like nobody talked. It was so uncomfortable. I started crying and it wasn’t because I was like, “Oh, it’s over.” It was like survivor’s guilt. Like I was leaving all of my friends and I felt so bad that I was leaving them.

(05:37:15)
But I went to the halfway house and I had four… When I was getting out, I remember joking that I had exhausted my Trulincs account, my inmate account, I’d exhausted it. I had nothing, I had 18 cents, I couldn’t even figure out how to spend it. And they give you a debit card when you leave, and they charge you every time you use the card. I don’t even have enough to spend the 18 cents because the charge is like $3. So I was like, “Yeah, yeah.” I was like, “I wonder if they’ll still giving my debit card.” And I’m laughing. Everybody’s like, “What are you going to eat? What are you this, what are that?” And my one buddy looked at me, he was like, ‘you can’t go to the halfway house with nothing, bro.” And I was like, “No, it’s cool.” I said, “No, it’s cool.” I said, “No, it’s cool.” I said, “I want to start at the bottom. I’ve got that coming. I got working at McDonald’s coming, so I’m going to work at McDonald’s. I don’t give a fuck.” And he was like, “Well, I think you’re going to need to buy clothes.” I said, “Oh,” I said, “It’s at the Goodwill. They give you a bunch of crap if you don’t have anything, if you’re indigent.” And I said, “I’m indigent.”

(05:38:36)
And a couple of days before I’m leaving, $400 ends up on my account. And I was like, “What the fuck?” And it was from a buddy of mine. And I go to him, my buddy Tommy, and I was like, “Tommy,” I go, “Did you put 400 on my account?” And he said, “I can’t let you go with nothing, bro.” So I get to the halfway house and I go to Walmart and I buy $300 worth of clothes at Walmart. I’ve never been in a Walmart. I go to Super Walmart, it’s huge. I go there and I buy a bunch of clothes and I buy about 300 bucks worth of clothes, and I still have some of the blue jeans. To this day I still wear some of the blue jeans.

(05:39:24)
I stayed in the halfway house and I called a buddy of mine named Trion, Trion Colta, and he owns a gym. And I grew up with him. His whole family, they own a bunch of gyms. And I called him and I said, “Hey man, I’m in the halfway house.” And he was like, “Hey, what’s going on?” He said, “Can I do anything for you?” And I was like, “I mean, I need a job.” I didn’t think he was going to give me a job. He goes, “Bro, you’re hired. I’ll give you a job.” He said, “Minimum wage.” I said, “That’s fine. If I can stay out of here…” You can work 80 hours a week. I was like, “If I can just stay out of here 80 hours and you pay me minimum wage.” He goes, “Oh, hell yeah, perfect.”

(05:40:03)
So I’m at the gym and I got free reign. So I’m playing on my computer, goofing off all day. And my buddy Pete, who’s still locked up, he’s texting me and calling me, and he’s like… Not texting me, he’s emailing me through the Corrlinks system. And he calls me periodically, he’s like, “Have you started a website?” Because one of the things I was going to do when I got out was I was going to start a website with all these stories that I’d written. And I was like, “No, Pete, I can’t. I don’t have a computer.” He’s like, “Well, how much is a computer?” I was like, “I don’t know, they’re like 300 bucks.”

(05:40:36)
I said, “I could probably get a used Apple MacBook, like a five-year-old MacBook or something, I don’t know, for $350, whatever.” But he was like, “Okay, so that’s all you need, 300 bucks.” I go, “No, no, no, no, no,” I said, “It’s not 300 bucks, bro. It’s 300 bucks plus it’s getting a WordPress website,” which I said costs money. “Plus it’s hiring somebody to help me figure it out because I’m inept. I don’t know how anything works.” So he, “Okay.” And I said, “Plus, I need this. Plus I need a bunch of stuff. I need $600 for this. I need 300 for this. I need 500 for this. I need a thousand dollars for this.”

(05:41:16)
And he goes, “Okay.” He said, “I’ll get you… Okay, I got it.” So he reads off a list, he goes, “I got you.” Pete doesn’t have any money. And I go, “How are you going to give me any money?” He goes, “Every day I walk across the compound, people stop me and say, ‘How’s Cox doing?’ And I say, ‘Oh, he’s okay.’ And they say, ‘Does he need anything?’ And I say, ‘No, no, he’s good.'” He said, “I’m going to start telling these fuckers, ‘Yeah, yeah, he needs something. You want to do something for him? Here’s what he needs.'”

(05:41:47)
I ended up getting two laptops sent to me. I got the computer program Final Cut Pro. I had guys in prison cutting me checks so that I could build a website and put all these stories on the website. So I start putting the website… And I don’t know what I’m doing. I put them on the website slowly, it takes forever. I’m putting pictures up, I’m trying to figure out how Photoshop works, all this stuff. The whole time I wanted to start… Because the last, when I was just getting out of prison, everybody kept telling me, “Bro, you got to start a podcast. You got to start a true crime podcast.” And I don’t know what a podcast is. The term podcast came into existence in 2009 when I’d been locked up three years. I’d never been on YouTube.

(05:42:41)
So by the time I get out, the last year or two, guys are coming up to me, giving me magazines, like, “This is what a pod… You need to read… Look, true crime’s huge.” And you have to think, guys are asking me every couple of days, “Cox, you got any stories?” And I’m like, “Yeah, yeah, did you read Cash and Coke?” And they’re like, ” Is that the one with the guys are robbing the drug dealer?” “Yeah.” “Oh no, no, I read that one.” “Did you read this one?” “No, no, I haven’t read that, that’s the one with the guy…” And I’m like, “Yeah, yeah, yeah, yeah.”

(05:43:09)
So I’m giving these little stories and then they’d come back and give them to me. You don’t have anything in there, so this is guys that would never read in their life, are reading. And I’m writing about the guy in B2, the guy in C1. So I put up the whole thing and well, anyway, they’re all telling me do a true crime podcast. True crime podcast. I don’t really know what that is, but by now I’m starting to listen to them on YouTube, Serial and Cold Case Files, that kind of stuff.

(05:43:40)
And I think that’s what I want to do. Well, my buddy Trion says, “There’s a guy named Danny Jones that runs a podcast called Koncrete, and it’s in St. Petersburg, and he lives a couple of miles from me. I see him all the time.” And I went, “Okay.” And he said, “You should email him. He’s got a guy on there all the time that does real estate.” And I go, “I just got out of prison for bank fraud related to real estate. He doesn’t want to interview me.” He goes, “Well, maybe he does. Maybe you could ask him about starting a podcast.”

(05:44:12)
Okay. So I sent him an email. I remember Danny called me and he said, “Hey, is this Matt Cox?” I was like, “Yeah, this is Matt.” He’s like, “I got your email. This is Danny Jones.” And I was like, “Okay.” And he says, “Yeah, I got your email, bro.” He goes, “This is a good fucking email.” I was like, “What?” He goes, “I get a lot of emails, bro.” He said, “That is a…”
Interviewer
(05:44:31)
This is a good one.
Matthew Cox
(05:44:31)
“That’s a good one. That was really good. I mean, that was well written.” He’s like, “I immediately knew I had to talk to you.” And I said, “Oh, okay.” Because I think I started off with, “Hey, my name’s Matt Cox, and I’m a conman.”
Interviewer
(05:44:46)
Good opening.
Matthew Cox
(05:44:46)
“Who was recently released from federal prison.” And so he was like, “Oh yeah, I mean, who says that?” So anyway, he said, “Well, what’s going on?” I said, “Well…” And I tell him what’s going on. I want to start a podcast, blah, blah, blah. And Danny, he listens to me for 30 minutes to an hour, and, “I’ve heard this and this.” And he’s like, “Yeah, right. YouTube’s not really like that, and that’s not really how we do it. And you’re going to have to get a production company,” and blah, blah, blah. He goes, “But you know what? What you really need to do is to see if people are even interested in you or your story, or you’re able to talk. You should come on my show.” Shameless, trying to get some content.
Interviewer
(05:45:22)
Well, I mean, so as I told you offline, Danny and Koncrete podcast is really good, so people should definitely listen to it. But yeah, I mean, it turns out people do like listening to you.
Matthew Cox
(05:45:32)
Turns out.
Interviewer
(05:45:32)
I mean, you’re good at telling stories.
Matthew Cox
(05:45:35)
Well, anyway, by the time I got… I couldn’t do Danny’s podcast. I was like, “I can’t do it, bro. I’m in the halfway house, so maybe…” I get out of the halfway house and a couple of months go by. Maybe two months, three months go by, and one day I get a phone call from Danny. He’s like, “Bro, you’re out of the halfway house, right?” Because I told him I got out in July, it was like October, November. I’m like, “Right.” He’s like, “Listen, I had a guest fall through. I got nobody. I need you to come on. I answered all your questions.” I’d called him five, six times. “You said…” And I was like, “Fuck it, I’ll do it.”

(05:46:11)
That video got 2 million views. Then I did Patrick Bet-David flew me out. Then I did Soft White Underbelly, then I did Vlad, people started… I’m sorry, and then it just blew up. Then people started asking me to come and talk for no reason, which was crazy. But you were saying, I’m sorry?

Family

Interviewer
(05:46:31)
Is your dad still with us?
Matthew Cox
(05:46:33)
No, he died when I was in prison. He came to see me two or three times.
Interviewer
(05:46:43)
When is the first time he found out that you were doing fraud?
Matthew Cox
(05:46:48)
The first time I got in trouble.
Interviewer
(05:46:50)
When you got the probation?
Matthew Cox
(05:46:51)
Yeah, because I had to explain that something’s happening. I didn’t want him to hear it from anybody else.
Interviewer
(05:47:03)
So you talked to him directly about it?
Matthew Cox
(05:47:08)
Super disappointed.
Interviewer
(05:47:11)
Did he ever tell you he loves you after that?
Matthew Cox
(05:47:15)
After I got the 26 years and the government decided they weren’t going to indict anybody, and I really was like, “Wow, this is it. You’re done.” He came to see me, but just by himself. And I remember when he came to see me, it was by himself. He never came by himself. So I remember thinking something happened to my mom. And as soon as he walked in, I go, “What happened?” I go, “Where’s mom?” And he goes, “Oh no, she’s fine. She’s fine.” And he sat down with me and he said, “How are you doing?” I was like, “I’m good.”

(05:47:58)
He was getting sick. He was getting older. So we talked for a little bit just about the situation. And I was like, “Yeah.” He’s like, “Well, what are you going to do?” And I was like, “There’s nothing I can do. I’ve called multiple attorneys, I’ve talked to people, there’s nothing I can do.” And he was like, “You’re going to figure it out.” He said, “You’re clever and you’re smart, and you’re not going to do all of that time.” And I was like, “I’m done. It’s over. I’m going to get out of here when I’m 60 if I behave myself. And if I don’t, I’ll be 64.” And he was like, “That’s not going to happen.”

(05:48:58)
I think that was the first time he… I knew he was proud of me when I was making money, but he never said it. You got the look like he was impressed. But we were sitting there and I remember he said… Because it’s the only time I can ever remember him saying he was proud of me. And I remember he said, “You’re going to figure this out.” He said, “I’m not proud of where you ended up, but you’ve done amazing things.” He said, “I wish you’d use your talents for something different, but you’ve done things that I could’ve never done, and you’ve led an amazing, adventurous life, and I’m proud of you.”
Interviewer
(05:49:51)
I wish he could see you now.
Matthew Cox
(05:49:58)
My mom saw me. My mom’s funny because my mom came to see me. My mom’s a gangster. My mom came to see me every two weeks for 13 years. She missed about a month and a half when she had a stroke and ended up in a wheelchair. Then she came in the wheelchair, and she would make my brother bring her. My brother and sister would be like, “Mom, are you sure you want to go? It’s so hard to… It’s such a long drive and you get so tired.” ” Well, I’ll sleep in the car.” “I know, but then we have to wait in the waiting area forever and it takes forever.” “Well, I’m in the wheelchair, so I’m fine.” “Well, I know, but it’s such a pain to get in and out, and in and out.” She goes, “I’m going to see my son and you’re taking me.”
Interviewer
(05:50:51)
I love it.
Matthew Cox
(05:50:55)
Yeah, she was something else. And I always say, if I had to say… I don’t think about all the things I did to get out. I know there’s all these guys that are like, “Oh, I wouldn’t have done that. I’d have been a standup guy. And I’d have been…” Well, good for fucking you, bro. I wanted to get out. I wanted out. And the icing on the cake of me getting out, and I would’ve cut every motherfucker’s head in that prison off. I was able to get out just in time to spend the last year and a half of my mother’s life with her.

(05:51:55)
I saw her two or three times a week, took her to dinner once a week. Was able to go on walks with her in her wheelchair. I was sitting right next to her when she had her final stroke. I held her hand when she took her last breath. So if I have to be called a snitch the rest of my life, I don’t give a fuck. I may not deserve more, but she deserved more.

Regret

Interviewer
(05:52:35)
Do you regret… [inaudible 05:52:39] just look back, would you do any part of your life different?
Matthew Cox
(05:52:43)
Oh, I’d scrap all this, yeah. Yeah, I’d scrap all this to be… You always hear these guys say, “I wouldn’t change it because it made me the man I am today.” The man I am today is a fucking 54-year- old scumbag, multiple felons, starting my life over broke, living off of scraps, trying to make YouTube work. I’ve got two dead parents. I’m divorced. I have a son that doesn’t talk to me. I have a son that doesn’t talk to me for good reason, not because of a misunderstanding, because he understands. You can’t even argue with him, he’s got a powerful argument. “I don’t want to be a part of this guy’s life. He’s a scumbag. He stole money. He went on the run. He abandoned me when I was three years old. I don’t want anything to do with him.”

(05:53:52)
I get it. And I’ve tried to do all the right things. I wrote the letters. I drew him pictures. I’ve tried to call and it’s not happening. I would do anything to go back and just be that regular, middle class guy with the two kids and the wife, working a regular job. That’s a good life. That’s a good person. I just made one arrogant decision after another, after another until it snowballed and I couldn’t take it back. And then I did everything I could. And if I wasn’t the calculating, backstabbing scumbag motherfucker that I can be, I’d be in prison right now. Sorry.

(05:54:51)
So yeah, yeah, I would much rather be a CPA right now. I would much rather… Should’ve stuck with being an insurance adjuster or something. I mean, I never should’ve whited that 30 day [inaudible 05:55:04] out. Never. It was a mistake.
Interviewer
(05:55:06)
That was your first mistake.
Matthew Cox
(05:55:07)
That was a huge mistake.
Interviewer
(05:55:09)
You think your son will forgive you?
Matthew Cox
(05:55:11)
No. Unfortunately, according to my ex-wife and my sister, and everybody that he is a part of their lives. And I’ve seen him. My mother’s funeral, I saw him. I’ve seen him at several functions. You look across and he looks right through me. Everybody says, “He’s just like you. He’s just like you.” And everybody says I’m just like my dad. I’ve never smoked a cigarette. I’ve never drank alcohol, not a drop. Never done any drugs because my dad was an alcoholic and my dad smoked two packs a day, and everything in our house reeked of nicotine. And I’ve never smoked.

(05:56:08)
And my dad was a pill head. He was always on some kind of prescription medication. I didn’t want to be that person. And one day I drew a line in the sand and I wouldn’t do it. And I think he’s drawn a line in the sand and he’s decided, “This is the hill I’m going to die on and I’m not going to back off it.” And the thing is, my ex-wife tells him, “He’s a good person, you should be in his life.” His father, because he was adopted. When I was in prison they adopted him. Nick is his dad. Nick has told him. Nick came to see me when I was in prison. Nick has told him like, “Hey, this is a mistake. You’re making a mistake.” Everybody that knows me, knows him, and he has said no. So I fully believe it’s no. I mean, I hope it’s not.
Interviewer
(05:57:04)
Well, I hope he forgives you. I think there’s a lot of good in you, despite you calling yourself a scumbag over and over in this podcast.
Matthew Cox
(05:57:12)
That keeps bothering you, you mentioned that earlier.
Interviewer
(05:57:16)
What advice would you give to young people, given that you’ve lived quite a non-standard life? What advice would you give them, how to live a life they can be proud of?
Matthew Cox
(05:57:27)
I mean, I don’t know if I’m in a position that anybody would listen to me. And I don’t have any advice that I don’t think a father would give you, and it’s like work hard, be appreciative. I mean, things are so good out here. I hear people complain all the time. And I think a huge part of just being happy is being appreciative. I didn’t appreciate anything. This is so cliche, but when I had all the money in the world, I was miserable. But when I got out with nothing, I was happier in prison with nothing than I was with two or $3 million prior to prison, and I’m dating a chick I never should’ve been dating, driving a sports car, vacationing all over the world, miserable. I’m crying, driving away from prison because I already miss my friends. You could’ve never told me that was going to happen.
Interviewer
(05:58:27)
Turns out money, in fact does not buy happiness.
Matthew Cox
(05:58:30)
No. And it is such a cliche, right? But it’s so true.
Interviewer
(05:58:34)
Crying, driving away from prison. Yeah.
Matthew Cox
(05:58:37)
You know what? I met my wife in the halfway house. She had just gotten out of prison. She was in the halfway house with me. She just did five years for a meth conspiracy. I never would’ve met her if I didn’t go to prison.
Interviewer
(05:58:54)
And now your date night is hunting alligators together.
Matthew Cox
(05:58:58)
Yeah, that was a month or so ago.
Interviewer
(05:59:01)
This is Florida, folks. This is what badass people do in Florida. Hog hunting.
Matthew Cox
(05:59:09)
My wife is a former… She was an MP in the military. She hunted, she ran a hog hunting tour guide service for six years, went to prison for five years. Got out, and then now she’s a marine mechanic. And yeah, our date night the other night was we went in the middle of the night, went to Lake Okeechobee and went alligator hunting.
Interviewer
(05:59:39)
And if I may say so, she’s quite beautiful.
Matthew Cox
(05:59:41)
Thank you. I did nice. She didn’t want to date me at the halfway house too. I kept saying, “I feel like you’re sweet on me.” She’s like, “I’m not. I’m not. I make fun of guys like you. You’re a city boy.” I’m like, “I don’t know. I feel like…”
Interviewer
(05:59:54)
Well, you wore her down.
Matthew Cox
(05:59:56)
That’s exactly what I did.
Interviewer
(05:59:59)
Yeah, it’s that charisma. It always works. Well, Matt, thank you for being so honest. Thank you for being who you are. I do think there’s a lot of good in you. And thank you for telling your story and the story of others who’ve made mistakes in their life. Thank you for talking today.
Matthew Cox
(06:00:17)
I appreciate you having me on.
Interviewer
(06:00:19)
That was a really short conversation.

(06:00:23)
Thanks for listening to this conversation with Matthew Cox. To support this podcast, please check out our sponsors in the description. And now let me leave you with some words from Mario Puzo, author of The Godfather, “Behind every successful fortune, there’s a crime.” Thank you for listening and hope to see you next time.

Transcript for Tal Wilkenfeld: Music, Guitar, Bass, Jeff Beck, Prince, and Leonard Cohen | Lex Fridman Podcast #408

This is a transcript of Lex Fridman Podcast #408 with Tal Wilkenfeld.
The timestamps in the transcript are clickable links that take you directly to that point in
the main video. Please note that the transcript is human generated, and may have errors.
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Table of Contents

Here are the loose “chapters” in the conversation.
Click link to jump approximately to that part in the transcript:

Introduction

Tal Wilkenfeld
(00:00:00)
I am standing on the edge of the cliff the entire night, and if I mess something up, mess it up, what even is a mistake? But if I do a little clunker or whatever it is, it’s like, so what? I wouldn’t have played half the stuff that I’m playing if I wasn’t constantly standing on the edge of the cliff, like wild.
Lex Fridman
(00:00:22)
Why stand at the edge of the cliff?
Tal Wilkenfeld
(00:00:24)
Because at the edge of the cliff is all possibilities.
Lex Fridman
(00:00:30)
The following is a conversation with Tal Wilkenfeld, a singer-songwriter, bassist, guitarist, and a true musician who has recorded and performed with many legendary artists, including Jeff Beck, Prince, Eric Clapton, Incubus, Herbie Hancock, Mick Jagger, Jackson Brown, Rod Stewart, David Gilmore, Pharrell, Hans Zimmer, and many, many more.

(00:00:54)
This was a fun and fascinating conversation. This is the Lex Fridman podcast. To support it, please check out our sponsors in the description. And now, dear, dear friends, here’s Tal Wilkenfeld.

Jeff Beck


(00:01:08)
There’s a legendary video of you playing with Jeff Beck. We’re actually watching it in the background now. So for people who don’t know, Jeff is one of the greatest guitarists ever. So you’re playing with him at the 2007 Crossroads Festival, and people should definitely watch that video. You were killing it on the bass. Look at that face. Were you scared? What was that experience like? Were you nervous? You don’t look nervous. Confident?
Tal Wilkenfeld
(00:01:37)
Yeah, I wasn’t nervous. I think that you can get an adrenaline rush before a stage, which is natural, but I think as soon as you bring fear to a bandstand, you’re limiting yourself. You’re walling yourself off from everyone else. If you’re afraid, what is there to be afraid of? You must be afraid of making a mistake, and therefore you’re coming at it as a perfectionist and you can’t come at music that way, or it’s not going to be as expansive and vulnerable and true.

(00:02:10)
So no, I was excited and passionate and having the best time. And also the fact that he gave me this solo, the context of this performance is that this was a guitar festival. It’s one of the biggest guitar festivals in the world because it’s Eric Clapton’s festival, and there’s 400 guitarists that are all playing solos all night. And we were towards the end of the night, and I could tell Jeff got a kick out of, I’m not going to solo on one of my most well-known songs, Cause We’ve Ended as Lovers. Well, Stevie Wonder wrote it, but people know Jeff for that song and his solo on it. It’s like, “I’m going to give it to my bass player.” And he did, and like-
Lex Fridman
(00:03:02)
You took it.
Tal Wilkenfeld
(00:03:03)
The fact that he’s bowing, he didn’t have to do that.
Lex Fridman
(00:03:03)
But you really stepped up there.
Tal Wilkenfeld
(00:03:14)
It just shows what a generous musician he is, and that’s evident in his playing across the board. He is a generous, loving, open musician. He’s not there for himself. He’s there for the music. And he thought, “Well, this would be the perfect musical thing to do.” And it kind of all started when I went to audition for him, which was an interesting experience because I got food poisoning on the plane.

(00:03:46)
And so literally when the plane landed, I went straight into an ambulance into a hospital overnight. The manager picked me up and I showed up at Jeff’s door, which was a three-hour drive through windy country roads, and he answered the door, and he is like, “Okay, you’re ready to play?” So we went upstairs and started rattling off the set. And when it came to this song, Cause We’ve Ended as Lovers, he just said solo, and he loved it and kept the solo in it. So that’s how, there was no bass solo before I was playing in his band. So this whole thing was kind of new.
Lex Fridman
(00:04:24)
So even with food poisoning, you could step up?
Tal Wilkenfeld
(00:04:27)
Yeah.
Lex Fridman
(00:04:28)
That’s just like what? Instinct?
Tal Wilkenfeld
(00:04:30)
It’s just being able to differentiate from the body and from expression, music.
Lex Fridman
(00:04:37)
It’s interesting. You said fear walls you off from the other musicians, and what are you afraid of? You’re afraid of making a mistake. Beethoven said, “To play a wrong note is insignificant. To play without passion is inexcusable.” Do you think the old man had a point?
Tal Wilkenfeld
(00:04:54)
Yeah. Different styles of music invite varying degrees of, I would say, uncertainty or unsafety in the way that people might perceive it. So for instance, the tour that I was just on playing Allman Brothers songs, I am standing on the edge of the cliff the entire night, and if I mess something up, mess it up, what even is a mistake? But if I do a little clunker or whatever it is, it’s like, so what? I wouldn’t have played half the stuff that I’m playing if I wasn’t constantly standing on the edge of the cliff, like wild.

(00:05:38)
And so I don’t care about those few little things. I care about the overall expression. And then there’s other gigs that, for instance, if I got called for a pop or a country session or a show. In those environments, they may want you to play safe, just play the part and play it with a great groove and time and great dynamics and don’t really veer away from the part and stuff. And I’ve done plenty of those gigs too. It’s just a different hat you put on.
Lex Fridman
(00:06:14)
What do you get from the veering? From the veering off the beaten path? You just love it? Or is that going to make the performance better? Why stand at the edge of the cliff?
Tal Wilkenfeld
(00:06:28)
Because at the edge of the cliff is all possibilities and unknown. You don’t know what’s coming. And I love being there in the unknown. Otherwise, it’s just like, “Well, why are we doing this? Am I just like a clown on stage showing you my skills or what I’ve studied in my bedroom?” It’s like, no, I want to be pure expression happening right now and responding in real time to everything that’s happening. And anytime I’m not doing that, it’s like it’s a waste of everybody’s time.
Lex Fridman
(00:07:06)
Have you ever messed it up real bad?
Tal Wilkenfeld
(00:07:09)
Messed what up?
Lex Fridman
(00:07:11)
I mean, all comedians bomb. You’re a big fan of comedy.
Tal Wilkenfeld
(00:07:13)
Yeah.
Lex Fridman
(00:07:14)
Have you ever bombed on stage?
Tal Wilkenfeld
(00:07:16)
Probably. I think it’s all about recovery. And the more times that you fall off the cliff, the quicker you know how to recover and the varying ways that you can recover to the point in which it’s concealed so much that maybe a listener might not even know that you’re recovering.
Lex Fridman
(00:07:38)
And eventually you learn to fly, if we take that metaphor all the way, off the cliff. [inaudible 00:07:44]
Tal Wilkenfeld
(00:07:43)
Remember one time when I was really young. Well, not really young, but when I was 21 or-
Lex Fridman
(00:07:44)
What is age anyway?
Tal Wilkenfeld
(00:07:52)
22? Yeah, exactly. But when I was first playing with Jeff Beck and we played at what I consider the best, the coolest jazz festival, it’s Montreux Jazz. And Miles played there, everyone played there, and they have the best speaker system ever. I was excited for months, and the drummer, Vinny was practicing for eight hours in the bus on the way there, and everyone was on fire on stage. And I remember playing a note, just one note that I really didn’t like. And I let it go in the moment on stage, but as soon as I got off-stage, I was really sad.

(00:08:37)
And so I sat on this road case, everyone was out celebrating. I sat this road case, look with a sad face, boo-hoo. And then Claude Nobs, the owner of the whole festival, came out to me. He’s like, “Tal, what’s wrong?” And I’m like, “I played a bad note.” I was such a child. And he said all this wise stuff that Miles Davis had imparted to him and it fully cheered me up. He’s like, “Is there anything that would make you feel better?” And I was like, “Caviar?” The dude came back 10 minutes later with this huge thing.
Lex Fridman
(00:09:18)
Oh wow.
Tal Wilkenfeld
(00:09:18)
It was a joke. It was a joke, but he actually brought me caviar. But anyway, that’s the one time that I remember being sad about a performance. Now I’m just like, “Okay, whatever. It’s done.”
Lex Fridman
(00:09:30)
Was it a physical slip of the fingers or did you intend to play that note?
Tal Wilkenfeld
(00:09:35)
That I can’t remember. I can’t remember if it was just a bad choice that sounded like a clanger, why it happened. It was so long ago, but I don’t get depressed about that anymore.
Lex Fridman
(00:09:48)
That’d be funny if that was your biggest and only regret in life is that note, and that haunted you in your dreams.
Tal Wilkenfeld
(00:09:53)
And then I’m on my deathbed and everyone’s just bringing me caviar because the one-

Confidence on stage

Lex Fridman
(00:09:59)
Joke went way too far. You talked about confidence somewhere. I don’t remember where. So I want to ask you about how much confidence it takes to be up there. You said something that Anthony Jackson told you as encouragement, line that I really like. That quote, “On your worst day, you’re still a bad motherfucker.”
Tal Wilkenfeld
(00:10:17)
That’s actually a Steve Gadd quote. And Steve used to tell that to Anthony because Anthony used to get real depressed if he did a wrong thing or not perfect thing. And Steve Gadd used to say this to Anthony Jackson. And then Anthony was my first bass mentor or just mentor in general.
Lex Fridman
(00:10:36)
For people don’t know, he’s a legendary bassist.
Tal Wilkenfeld
(00:10:37)
He’s a legendary bassist. And I started playing the bass when I was 17 and I moved to New York and I met Anthony and he started mentoring me bit in a very not typical way. He would just sit in his car with me for hours and talk music.
Lex Fridman
(00:10:55)
You guys just listen to music and analyze it?
Tal Wilkenfeld
(00:10:57)
Exactly. And that was the best form of learning, I think. Just like, “Well, what do you perceive here?” And, “Well, I heard this” and just discussing that.
Lex Fridman
(00:11:08)
Jazz usually?
Tal Wilkenfeld
(00:11:09)
No, all styles of music. And yeah, he told me that story about on your worst day because yeah, even then when I was 18, 19, I’d get sad sometimes about performances. “I could have done this.” I don’t do that anymore, thankfully. Or I’d be miserable.
Lex Fridman
(00:11:29)
So you always kind of feel pretty good?
Tal Wilkenfeld
(00:11:31)
Yeah. Yeah, now I do. Now it’s just I sense the body feeling fatigued, especially if it’s a very long show. The ones I just did with three hour shows and we did one to three hour sound checks. So that’s a lot of physical activity every day. So I just feel the body being tired, fatigued, the ears are fatigued. That’s about it. I don’t really reflect on the show much.
Lex Fridman
(00:11:59)
You’re almost like from a third person perspective, feel the body get tired and just accept it.
Tal Wilkenfeld
(00:12:05)
Yeah, I don’t want to identify with it then I’m tired, but I’m not tired.
Lex Fridman
(00:12:09)
It’s very Zen.
Tal Wilkenfeld
(00:12:10)
I’m usually energized.
Lex Fridman
(00:12:12)
It’s like with the food poisoning, the mind is still capable of creative genius, even if the body is gone.
Tal Wilkenfeld
(00:12:18)
Yeah.
Lex Fridman
(00:12:19)
Something like that? So no self-critical component to the way you see your performances anymore?
Tal Wilkenfeld
(00:12:30)
There is critique, but not in the way that it would diminish my sense of self. It’s different. I can just kind of look at something and be like, “Okay, well actually next time I’ll do this choice and this choice, maybe. Maybe this would serve the song better. Maybe this would help the groove feel more like this.” But it’s not like, “I suck because I did this and I’m a loser.”
Lex Fridman
(00:12:58)
Do you think that’s bad? Even when I asked that question, I had a self-critical thought that, “Why’d you ask that question? That’s the wrong question.” I always have the self-critical engine running. Is it necessarily a bad thing?
Tal Wilkenfeld
(00:13:12)
It depends. If it’s affecting you negatively.
Lex Fridman
(00:13:14)
What is negative anyway?
Tal Wilkenfeld
(00:13:15)
Well, if it brings your frequency down and you feel less joyful inside and less, you don’t feel like complete, you feel less than, less worthy of something, than you could call that bad if you aspire to not feel that way.
Lex Fridman
(00:13:35)
Yeah, I aspire to not feel that way in the big picture, but in the little picture, a little pain is good.
Tal Wilkenfeld
(00:13:41)
That’s fair.
Lex Fridman
(00:13:43)
So confidence. You seem like in this performance, you seem confident. You seem to be truly walking the bad motherfucker way of life.
Tal Wilkenfeld
(00:13:55)
A word that I prefer over confidence is trust. Because I think with confidence is almost like is a belief assigned to it that I am this thing.
Lex Fridman
(00:13:55)
Ego.
Tal Wilkenfeld
(00:14:08)
That you believe in. Whereas trust is just simply knowing that you can get up there and handle whatever is going to come your way. And it’s more of an open feeling where it’s like, “Yeah, I could do this. Sure.” But not like, “I’m a bad motherfucker.” You know what I mean? There’s a huge difference because I’ve shared the stage with people who have a lot of confidence and it can be like a brick wall, just like fear is a brick wall.
Lex Fridman
(00:14:40)
So the brick wall is a bad thing. The thing you have with Jeff here on stage-
Tal Wilkenfeld
(00:14:44)
Is not a brick wall.
Lex Fridman
(00:14:45)
There’s no wall, just chemistry.
Tal Wilkenfeld
(00:14:46)
Yeah.
Lex Fridman
(00:14:47)
How can you explain that chemistry the two of you had?
Tal Wilkenfeld
(00:14:49)
Trust and lack of fear. Yeah, and also I will say that each individual has developed likes and dislikes over their lifetime. And that can be like in this case, we’re just talking aesthetic likes and dislikes. So in this particular case, obviously our likes and dislikes are very much aligned such that the things I do to complement him, he enjoys and vice versa. But it could be two very trusting open musicians on stage that don’t have walls up, but their choices are very different. And one person likes heavy metal and the other person likes classical. So it’s got to be both.
Lex Fridman
(00:15:33)
So you guys were good at yes and-sing each other musically?
Tal Wilkenfeld
(00:15:37)
Definitely.
Lex Fridman
(00:15:37)
Is that where you’re most at peace in a meditative way? It’s on stage?
Tal Wilkenfeld
(00:15:46)
It used to be that it would only be on stage. It started with that. That was almost like my way into flow state and meditation was playing music. And then back in the day when I’d kind of crash after shows, I wanted to change that. I wanted to always feel like I’m in flow state.
Lex Fridman
(00:16:09)
Have you succeeded?
Tal Wilkenfeld
(00:16:10)
I’ve gotten a lot better. I’m still obviously on the journey, but yes.
Lex Fridman
(00:16:17)
So you meditate? I think you said somewhere that you meditate before shows or just in general?
Tal Wilkenfeld
(00:16:21)
I meditate every day. When I’m on tour with my band, I ask that we all meditate together for at least 20 minutes. And I don’t dictate which type of meditation. I don’t put on a guided meditation. Everyone has their own thing they want to do. Maybe someone might be praying in their head, it doesn’t matter. It’s just the idea that we all put our phones down and we all are in one room connecting energetically, spiritually, and just letting our lives go for a second. And then we walk straight on the stage and it’s always really connected. And there were a couple gigs where we ran out of time for that, and I could tell. There was a major difference in the performance.
Lex Fridman
(00:17:07)
So it both connects you and centers you, all of those things.
Tal Wilkenfeld
(00:17:11)
But then when I’m home, I love to meditate and I’ve tried various styles of meditation and studied various types of things. So I don’t do just one thing. I kind of customize it depending on where I’m at in my life.
Lex Fridman
(00:17:30)
You and the world lost Jeff Beck a year ago. You told me you really miss him. How’s the pain of losing Jeff change you? Maybe deepen your sense of the world?
Tal Wilkenfeld
(00:17:43)
It’s hard to accept that we won’t create something musically again in this lifetime. But in terms of the grief, grief was easier for me because I went through a major grief period in 2016 and 17, and that was the first time I’d really gone through the process of grief in a non-family situation with friends and mentors and people that I’d created with, which is different. It’s a different kind of connection. When my grandparents died, it’s like there was nothing left unsaid. And I was at peace with what was happening.

(00:18:40)
With this, when Prince died out of the blue in mid 2016, and then Leonard Cohen died in November, that just tore me to shreds because Leonard Cohen was not just someone that profoundly inspired me musically and lyrically, but spiritually, we had a very deep connection. And that was the basis of a lot of our conversation was spirituality. And so at that time, I felt like a piece of me went missing. And that was a very long process where I just stayed in my place and didn’t want to play a note of music. I kind of wanted to just get rid of all my stuff. So I had a friend come over and he’s like, “You should just, why don’t you come to the Comedy Store?” I’m like, “Comedy Store? What am I going to go to some store and buy clown suits? What are you talking about? What’s a Comedy Store?” He’s like, “No, no, no. The Comedy Store, the place where comedians go.”

(00:19:54)
I’m like, “Okay, well, I’ve never seen standup. I’ve seen Seinfeld on TV. That’s the extent of my standup experience.” So he took me to the Comedy Store and every single one of those comedians embraced me like I was family. It didn’t even take a day. I was part of the family and I made 25 best friends, and I ended up throwing all my stuff in storage and finding a little room to stay in where I rented my gear out and my rent paying was me loaning the gear. I didn’t want any responsibilities, financial, I just wanted to be completely free so that I could just process it and not feel like I had to commit to anything work-wise or creatively. I just wanted to unplug.

(00:20:50)
And so this was a fun and very different way to unplug, because previously I may have just gone to a monastery and spent weeks at a monastery or months, but in this case I was like, “You know what? This is a different kind of experience. I’m going to just hang out with comedians and stay in this room.”
Lex Fridman
(00:21:09)
With no responsibility, really.
Tal Wilkenfeld
(00:21:11)
Other than to really deeply connect with this grief that I’m experiencing. I’m not going to negate it. I’m going to really fully connect to it. And I did, and it was tough. And then more people in 2017 were leaving. Gregg Allman, Tom Petty. I mean, these are people, I worked with all these people and had great connections with them, and they were all going, and the world was mourning the loss of these people because of everything that they’d given to the world. They’d changed the world’s lives, not just mine because I knew them personally. And so that was also complicated. And why, for me, it was interesting to be grieving the loss of these musicians with comedians.

(00:22:04)
And I learned a lot. It changed my life. I learned to laugh at absolutely anything, everything. I mean, my grandpa had a really great sense of humor too. My grandpa was a Holocaust survivor, and he could just laugh at anything. And so I already kind of have that in me. But being around all these comedians just kind of exaggerated that for me, and that really changed things for me for the better. So then when Jeff Beck died, it was like, “Okay, I’ve got these tools. I know what this is and I’m going to go through it again, and I’m going to be on tour with Incubus in two days.”

(00:22:45)
So Mike Dirnt from Green Day, he called me up and he said, “Hey, I know you’re going through a lot.” And I said, “I don’t even know what I’m going to play. I really want a vintage jazz bass for this, and I only have a seventies one that I don’t really think is appropriate. I really need a sixties one, blah, blah, blah.” And Mike’s like, “I’m going to hook you up.” He showed up to my place the next day with a truckload of old P basses and jazz basses and brought them all into my studio, and I’m playing them.

(00:23:16)
And then I pull one out of the case and it’s Olympic White, just like Jeff Beck and I play it. And not only did I get goosebumps and started crying, but I looked over at Mike and same thing was happening, and he’s like, “I guess Jeff might be happy about this.” And he’s like, “Well, I didn’t want to let this one go. I was just trying to cheer you up a bit and maybe loan it to you for the tour, but if you really want it’s yours.” And I was like, “Oh my God, this is… Mike Dirnt is the nicest guy ever.”

(00:23:59)
So that happened. So that bass’ name is Jeff, and it’s a white jazz bass, and I played it on the Incubus tour. But yeah, I do feel like I’m more equipped to handle grief now.
Lex Fridman
(00:24:11)
Tell me about the Comedy Store a little bit more. Do you think comedians and musicians in some deep fundamental way are made from the same cloth? Are they spiritually connected somehow?
Tal Wilkenfeld
(00:24:25)
I think everyone’s connected spiritually in the same way. So I think personality wise, comedians and musicians are quite different, actually.
Lex Fridman
(00:24:38)
In what way?
Tal Wilkenfeld
(00:24:40)
Well, you’d have to subdivide even musicians into different categories too, because the thing that I appreciate about comedians is that you go to a restaurant with them and all the observational humor of, they’ll notice everything and make you laugh about it, which a really great songwriter does the same thing too. And my favorite lyricists, like Leonard Cohen, Bob Dylan, Paul Simon, Warren Zevon, they add comedy into their lyric. And so those types of people I would liken to hanging out with a comedian.

(00:25:16)
It’s very different from say somebody that is an instrumental guitarist or something like that, that they’re more focused on, whether it’s a kinesthetic thing or a physical thing or whatever it is. They’re not quite doing the observational thing in the same way. So I just appreciate, my favorite thing to do is go on and laugh, especially because I can tend to be pretty analytical and be in my head. So anything that just kind of lets me be in my heart and just enjoy life is great.
Lex Fridman
(00:25:54)
I think there’s a photo of you with Dave Chappelle on stage. What was that about?
Tal Wilkenfeld
(00:25:58)
So right after Leonard Cohen passed away, the Comedy Store threw me a birthday party. It was this crazy lineup, and it was like I’d play a song with my band, and then Jackson Brown sat in and sang a song, and then Dave Chappelle came up and said some jokes. It was one of my favorite nights ever.
Lex Fridman
(00:25:59)
Yeah.
Tal Wilkenfeld
(00:26:23)
Yeah. It was cool. It was a very healing birthday party.
Lex Fridman
(00:26:27)
Yeah, there’s something magical about that place.
Tal Wilkenfeld
(00:26:29)
Yeah.
Lex Fridman
(00:26:30)
It’s really special.
Tal Wilkenfeld
(00:26:31)
Yeah. Well, the Mothership has some magic to it too. It’s really cool. It’s different. Totally different vibe, but super awesome.

Leonard Cohen

Lex Fridman
(00:26:40)
You said that Leonard Cohen is a songwriting inspiration of yours. I saw you perform his song Chelsea Hotel, brilliantly on the internet. It’s about, for people who don’t know his love affair with Janet Joplin. How does that song make you feel?
Tal Wilkenfeld
(00:27:01)
Great. I love that song.
Lex Fridman
(00:27:03)
Which aspect? Musically, the melancholy feeling, the hopeful feeling, the cocky feeling? All of it, every single line has a different feeling to it, really.
Tal Wilkenfeld
(00:27:16)
Yeah. But as a whole piece, I appreciate it so much. I actually lived at the Chelsea Hotel, and when Leonard and I first met, that was one of the first things we talked about was that I lived there, where all that stuff went down before they tore it apart. And yeah, it is just a beautiful song.
Lex Fridman
(00:27:44)
What makes me sad, the way it ends. “I don’t mean to suggest that I loved you the best. I can’t keep track of each fallen robin. I remember you well in the Chelsea Hotel. That’s all, I don’t even think of you that often.” That line, ” I don’t even think of you that often” always breaks my heart for some reason.
Lex Fridman
(00:28:00)
… I don’t even think of you that often, always breaks my heart for some reason. How ephemeral, how short lasting certain love affairs can be. Just kind of like, huh.
Tal Wilkenfeld
(00:28:14)
Yeah.
Lex Fridman
(00:28:14)
Do you think he meant it? I always think he’s trying to convince himself of it.
Tal Wilkenfeld
(00:28:19)
It could be both, or either. That’s the beautiful thing about poetry and lyric, is that it’s supposed to be open.
Lex Fridman
(00:28:27)
Yeah. I wonder if it’s also open to him, depending on the day.
Tal Wilkenfeld
(00:28:30)
Definitely. The thing that he taught me, or his advice to me was when you’re writing a song, look at it the next morning, just first thing, and read it. And then take a walk, smoke a joint, read it again. Go have a fight with your daughter, come back, read it again. Get drunk, read it again. Wait a week, read it again. Just so that from every state and every position, the wider the lens is going to be from an audience perspective. You want things to mean multiple things.
Lex Fridman
(00:29:12)
There’s one line I read somewhere, that he regrets putting in the song, so I’ve got to ask you about it. It’s pretty edgy. It’s about, “Giving me head on the unmade bed.” You think that’s a good line, or a bad line?
Tal Wilkenfeld
(00:29:27)
I think it’s an amazing line. It’s one of the best lines in the song.
Lex Fridman
(00:29:30)
Yeah, right?
Tal Wilkenfeld
(00:29:30)
When he put that song out, obviously he didn’t regret it, or he wouldn’t have put that lyric in the song. I think what happened was that eventually word got out, either from him or from somebody else, that the song was about Janis Joplin. And so at that point, he regretted the indiscretion. It wasn’t that he regretted how great the line was, it was just the privacy factor. But then again, Leonard’s known for rewriting his lyrics. In his live shows, you’ll see a bunch of songs where it’s like new lyrics. And he didn’t do it because he didn’t like the old lyrics, he just did it because he could, because he’s Leonard. And it’s like, why not have fun with words the way musicians have fun improvising solos on stage? And he could have changed that line in Chelsea Hotel after, in retrospect, and he never did.
Lex Fridman
(00:30:26)
“I remember you well in the Chelsea Hotel. You were talking so brave and so sweet. Giving me head on the unmade bed, while the limousines wait in the street.”
Tal Wilkenfeld
(00:30:35)
It’s so powerful.
Lex Fridman
(00:30:36)
It’s a powerful line. It just kind of shocks you.
Tal Wilkenfeld
(00:30:39)
Well, that’s what’s so great about it. Yeah.
Lex Fridman
(00:30:42)
But also heartbreaking, because it doesn’t last. Especially actually, to me it adds more meaning once you know it was Janis Joplin. It’s like, okay, these two stars collided for a time.
Tal Wilkenfeld
(00:30:54)
Yeah, but why is it heartbreaking? It could also be just beautiful that they had a little fling.
Lex Fridman
(00:31:00)
Yeah, everything is beautiful.
Tal Wilkenfeld
(00:31:02)
Thank you.
Lex Fridman
(00:31:03)
Even the dark stuff. What’s not beautiful? Everything is beautiful, if you look long enough and deeply enough. What were we saying? Oh, what do you think about Hallelujah? What do you think about the different songs of his, and why’d you choose Chelsea Hotel to perform?
Tal Wilkenfeld
(00:31:22)
Because I lived there, and it meant something to me to sing that song. And actually when I put that song out on YouTube, that’s when he sent me an email. He’s like, “Hey, do you want to come over?”
Lex Fridman
(00:31:37)
Nice. This is how you guys connected?
Tal Wilkenfeld
(00:31:39)
No, we met in a rehearsal studio. I ended up watching their whole rehearsal, and sitting there next to Roshi, his 105-year-old monk, which was really great. I remember when I was shaking his hand, it was just me and Roshi on the couch watching Leonard with this band. And we are shaking hands, and he grips my hand like this, doesn’t let it go. And he looked in my eyes, he said, “Where are you?” And I said, “In the handshake.” He says, “Yes.”
Lex Fridman
(00:32:13)
Wow. You passed the test.
Tal Wilkenfeld
(00:32:15)
Passed the Roshi test. And then what’s funny was that the next thing that happened about five minutes later, was Leonard Cohen got down on his knees and opened up a jar, I’m not kidding you, of caviar. This is not a callback.
Lex Fridman
(00:32:28)
Well, it is in a way. In a deep, fundamental way.
Tal Wilkenfeld
(00:32:32)
I know, I know. He started feeding the monk caviar, and that healed my Montreux Jazz Festival sadness forever. The end.
Lex Fridman
(00:32:41)
Do you think there’s a kind of weird, there’s a sense of humor to it all somehow? Why does that happen? Why does that happen? Why stuff like that happens, or that the Jeff Bass speaks to you?
Tal Wilkenfeld
(00:32:57)
Why do we need to know?
Lex Fridman
(00:32:59)
You believe in that stuff?
Tal Wilkenfeld
(00:32:59)
In what stuff?
Lex Fridman
(00:33:01)
That there’s a rhyme to the whole thing, somehow? There’s a frequency to which magical things of that nature can happen?
Tal Wilkenfeld
(00:33:19)
I’m divided about that answer. Because I think just things are flowing, I don’t think anything’s planned out.
Lex Fridman
(00:33:32)
Like through time, it’s like an orchestra playing of different experiences and circumstances that are somehow connected.
Tal Wilkenfeld
(00:33:40)
I think everything’s connected, so yes.
Lex Fridman
(00:33:43)
But predetermined means-
Tal Wilkenfeld
(00:33:45)
I don’t believe in the predetermined stuff necessarily, which is different from whatever your previous karma is. And karma is a whole other conversation, I don’t mean karma as in good karma, bad karma. Just karma meaning the collection of things you’ve acquired over this lifetime or other lifetimes. Just whatever that is, is going to influence your future.
Lex Fridman
(00:34:13)
Well, you had a really interesting trajectory through life. Maybe I just read it that way, because I’ve had a lot of stuff happen to me that’s lucky, feels lucky. And sometimes I’ll wonder, huh, this is weird. It does feel like the universe just kind of throws stuff at you with a chuckle. I don’t know. Not you, the proverbial you. One.
Tal Wilkenfeld
(00:34:37)
One, yeah.

Taxi Driver

Lex Fridman
(00:34:40)
You said you sometimes watch classic movies to inspire your songwriting, and you mentioned watching Taxi Driver. I love that movie. And I think you mentioned that you wrote a love song based on that movie. So Travis Bickle, for people who don’t know, is a taxi driver and he’s deeply lonely. What do you think about that kind of loneliness?
Tal Wilkenfeld
(00:35:02)
I think that loneliness is a product of feeling separate from the world, and separate from others. And that the less you experience that separation, the less you’ll feel lonely.
Lex Fridman
(00:35:20)
How often have you felt lonely in this way, separated from the rest of the world?
Tal Wilkenfeld
(00:35:25)
It’s less and less every single year. Because I work very hard at it.
Lex Fridman
(00:35:34)
Feeling like a part of the world?
Tal Wilkenfeld
(00:35:37)
Yeah, just meditating and studying scriptures.
Lex Fridman
(00:35:40)
Don’t you think that, isn’t there a fundamental loneliness to the human experience?
Tal Wilkenfeld
(00:35:45)
In what sense?
Lex Fridman
(00:35:46)
That all the struggles, all the suffering you experience is really experienced by you alone?
Tal Wilkenfeld
(00:35:51)
Is it?
Lex Fridman
(00:35:53)
Maybe at the very bottom, it’s not.
Tal Wilkenfeld
(00:35:55)
It’s kind of all the same stuff.
Lex Fridman
(00:35:57)
You didn’t feel alone in 2016, 2017?
Tal Wilkenfeld
(00:36:02)
I felt like I lost a piece of myself that I had given to somebody else. And I feel like people feel that in romantic exchanges, whether it’s long-term, short-term. You give a piece of yourself, and then if that person dies or you break up with that person, you feel like you’ve lost that piece of yourself. Which I feel like is a very different experience than if you just are opening yourself. Rather than giving a piece of yourself, you’re just opening yourself to somebody or something.
Lex Fridman
(00:36:39)
So opening is fundamentally not a lonely experience.
Tal Wilkenfeld
(00:36:43)
No, it’s a loving experience.
Lex Fridman
(00:36:45)
And then losing a piece of yourself can be.
Tal Wilkenfeld
(00:36:50)
Yeah. Because you can’t lose a piece of yourself, if you are the same self as every other self.
Lex Fridman
(00:36:57)
Right, right. If you see yourself as together with everybody, then there’s no losing.
Tal Wilkenfeld
(00:37:01)
Yeah.
Lex Fridman
(00:37:02)
Yeah, yeah. It’s a beautiful way to look at it. You said that there’s something healing about being in an empty hotel room, with no attachments except your suitcase. A lot of people will talk about hotel rooms being a fundamentally lonely experience, but you’re saying it’s healing.
Tal Wilkenfeld
(00:37:23)
It’s healing. Yeah. Because I just get to sit there, and not worry about all this stuff, these meaningless attachments. I’ve got my suitcase with my necessities, or my three suitcases sometimes. And I can just sit there and meditate, and just be with myself, and it’s so awesome. And usually you plan your touring for, you get the business aspect of things taken care of in advance, so you can just really be flowing day to day on a tour. And it’s a great feeling. It’s funny because this last tour that I did, we didn’t have hotels every night. We had hotels maybe once a week. And I hadn’t done that before. Usually I’m frequently in hotels. I didn’t get that space that I’m really used to getting.
Lex Fridman
(00:38:18)
You missed them.
Tal Wilkenfeld
(00:38:20)
I very much missed it, and had to be very creative. And I ended up going into the back lounge when everyone was asleep, and meditating back there, or before everyone woke up. And I actually joined, there was an online meditation retreat that was happening. It was 12 hours a day of silent meditations that happens once a year, and I love this particular group of people. And they knew I was on tour, so they’re like, “Just join when you can.” And so I was on the tour doing the meditation retreat at the same time. It was so fun. It was so fun. Because I was in the back lounge, the bus is moving around like this, my laptop, the Zoom is like… and I’m just sitting meditating. It was like, yeah, this is the shit.
Lex Fridman
(00:39:12)
It’s silence, so they’re all connected to Zoom and just doing silent 12 hours a day?
Tal Wilkenfeld
(00:39:16)
Yeah, yeah.
Lex Fridman
(00:39:16)
That’s cool.
Tal Wilkenfeld
(00:39:17)
These particular retreats that I started doing, it’s not straight silent. There are silent sits every hour for 50 minutes, and then there’s some talks. And these people that I’ve been working with are really cool, because they’re integrating spiral dynamics into Zen, and it’s like the coolest combination.
Lex Fridman
(00:39:43)
What’s spiral dynamics?
Tal Wilkenfeld
(00:39:45)
Like Ken Wilber? Do you know Ken Wilber, Integral Theory?
Lex Fridman
(00:39:49)
Yes. Can you explain a little bit? I vaguely know of him because of this notion that everything is one, everything is integrated, that every field has truths and falsehoods, and we should integrate the truths.
Tal Wilkenfeld
(00:40:07)
Yeah. It’s hard to explain how it applies to this type of meditation, because it’s in the guided parts of the meditation that this whole holonic theory is brought in, about transcending and including every aspect of your being. Because he talks about levels of development in consciousness, and how this applies to every single, religion or non-religion, that there are these levels of development, that go all the way up to enlightenment. No matter what you start off with. It could be Christianity, Buddhism, Vedanta, it doesn’t matter, anything.

(00:40:57)
I like it when everything and everyone is taken into account. It doesn’t matter where you’re coming from, that there is a way to be self-realized, self-actualized. There are self-actualized beings from all walks of life with very, very different paths. There’s no one path. In this particular retreat I do, there’s a lot of silent sits, and then there’s some guided meditations. But I’ve tried a lot of different avenues, and they’re all great. I wouldn’t just say, just try this one thing. I’ve studied the Upanishads with Vedanta teachers, and gone through those texts for months and months, and stayed at monasteries. And how they break it down makes total sense to my mind and heart. And more importantly than my mind, my inner knowing, it resonates.
Lex Fridman
(00:41:49)
Inner knowing.
Tal Wilkenfeld
(00:41:50)
Yeah, because your mind is the thinking tool. It’s not you, you’re not your mind, you’re not your thoughts, you’re not your body. It’s like, just the you, that knowing that you have. When something resonates there, that’s usually when you go with something.
Lex Fridman
(00:42:12)
What was living in a monastery like?
Tal Wilkenfeld
(00:42:14)
It’s the best.
Lex Fridman
(00:42:15)
What are we talking about?
Tal Wilkenfeld
(00:42:17)
It’s just an empty room, with a tiny single bed, and a sheet and a pillow, and that’s it.
Lex Fridman
(00:42:22)
That’s it?
Tal Wilkenfeld
(00:42:23)
You have to eat the same thing as everyone.
Lex Fridman
(00:42:25)
What’s the food like? What is it?
Tal Wilkenfeld
(00:42:27)
Very plain, cheap, basic food. Which is funny for someone like me, because I’m pretty particular about my diet.
Lex Fridman
(00:42:36)
Yeah, you brought over like 20 different ingredients.
Tal Wilkenfeld
(00:42:41)
Yeah.
Lex Fridman
(00:42:43)
What was the day in the life of Tal in a monastery?
Tal Wilkenfeld
(00:42:48)
You wake up at 5:00 a.m. to the bell, and you go and meditate constantly until bedtime. Other than two meals.
Lex Fridman
(00:43:00)
How are you sitting? Are you in a group? Is there other people there, and you’re just sitting there?
Tal Wilkenfeld
(00:43:06)
Well, if you’re talking about the Zen monastery, because I stayed in Zen monastery, and I did a thing with the guy I was telling you about, the integral Zen thing where he uses Ken Wilber’s work in combination with Zen. That’s a little bit different, because he does talks, we talk about things. That’s very separate from the Vedanta monasteries I’ve stayed at, which there’s very little meditation in terms of sitting silently. Instead, we are meditating on the scriptures, like the Upanishads, and we’re diving into that.
Lex Fridman
(00:43:46)
What were the differences, the takeaways from the experiences? The two different, the integral one and the meditating on the scriptures?
Tal Wilkenfeld
(00:43:56)
They’re both incredibly, have been incredibly helpful to me. Because the Vedanta, anytime I go into my head about something, the answer is there, based on this knowledge. And with the Zen monastery, it’s like you just got to put your butt in the seat, and sit and wait. And maybe something will happen, maybe it won’t, but just keep sitting. And it’s very disciplined, and you go through a lot. Your body’s purging a lot. There’s a lot, and you don’t necessarily have the answers as to what is happening. And so I think for somebody like me, I need both. I need to be in a place where there’s complete uncertainty, but complete discipline, and just doing the regimented thing. And then there’s the me that feels very satisfied from an analytical standpoint, understanding what’s happening, what is the gross, and the subtle body? I want to understand these things about what it is to be a human. I like them both.
Lex Fridman
(00:45:15)
Understand what it means to be a human, so having that patience and just sitting with yourself helps you do that?
Tal Wilkenfeld
(00:45:22)
Yes. More so the analysis part.
Lex Fridman
(00:45:26)
Oh, so the analysis, the actual… okay, got it.
Tal Wilkenfeld
(00:45:29)
But sitting with yourself, there’s no better education of facing every demon. And it’s all going to come out, and it’s not going to be pretty. But then there’s things that happen on the other side of it that are so profound.
Lex Fridman
(00:45:45)
Have you met most of your demons?
Tal Wilkenfeld
(00:45:48)
I’ve met the demons that have come out.
Lex Fridman
(00:45:50)
Oh, there may be more?
Tal Wilkenfeld
(00:45:51)
Who knows? Yeah.

Songwriting

Lex Fridman
(00:45:53)
Okay. Well, to be continued. Since I think I heard you say that you wrote a love song after Taxi Driver, what kind of love songs do you write more of? You’re a songwriter first, for people who don’t know. They might think you’re primarily a bassist.
Tal Wilkenfeld
(00:46:14)
But they’re wrong.
Lex Fridman
(00:46:16)
Do you write mostly broken heart ones, or hopeful love songs? In love songs, about to be in love songs, soon to fall in love songs?
Tal Wilkenfeld
(00:46:27)
Well, the last album I put out is pretty self- explanatory as to what that is.
Lex Fridman
(00:46:31)
A lot of pain in that one?
Tal Wilkenfeld
(00:46:34)
There was, yeah. Some of it was storytelling, and some of it was real experience, and it’s always a combination of things. I serve the song. Sometimes you use your own life experience to tell a song, and sometimes you may watch a movie, and part of that script merges with your own experience, and that tells the right story for the point you’re trying to make in the song. It varies from song to song in terms of how autobiographical it is.
Lex Fridman
(00:47:14)
Yeah. I always think at the end of the Taxi Driver, when… what’s her name, Betsy? Because Travis becomes a hero, she tries to get with him, and he rejects her. That was powerful.
Tal Wilkenfeld
(00:47:28)
My favorite love songs are the ones where you’re not sure it’s about romantic love, or love of God, or love of life, or just pure love. I was thinking George Harrison writes songs like that, What is Life? Or Bob Dylan’s song that George Harrison covered, If Not for You?
Lex Fridman
(00:47:54)
Yeah, just grateful. Grateful for his love. Yeah.
Tal Wilkenfeld
(00:47:57)
Right, right. That’s kind of like what I’m experiencing now, and so who knows what’ll end up coming out.
Lex Fridman
(00:48:05)
So you’ve been writing this kind of-
Tal Wilkenfeld
(00:48:07)
Yeah, I’ve been writing.
Lex Fridman
(00:48:09)
A little bit?
Tal Wilkenfeld
(00:48:10)
I don’t have an intention of putting something out in any particular timeframe, but I’m just writing and letting things flow. And yeah, there’s a bunch of Leonard Cohen songs too where you’re like, there’s so many ways to interpret this song. There’s so many ways. I just love songs that aren’t so specifically about one thing.
Lex Fridman
(00:48:39)
I really love the song to play it, to listen to it, Wonderful Tonight by Eric Clapton. And I thought it was pretty straightforward. And then I had a conversation with Eric Weinstein, who’s a mutual friend of ours, and he told me it’s not about what I thought it’s about.
Tal Wilkenfeld
(00:48:54)
Oh yeah, what did he say?
Lex Fridman
(00:48:57)
It’s a more complicated story. It’s actually a man… Wonderful Tonight is a story about a man being just finding his wife beautiful, and appreciating it throughout. But he said it was actually a man missing his wife, he’s imagining. That she’s lost, because of the decisions he’s made in his life, so it’s pain. He had a long, beautiful Eric Weinstein-like explanation of why.
Tal Wilkenfeld
(00:49:28)
I love those.
Lex Fridman
(00:49:29)
Have you and Eric played music?
Tal Wilkenfeld
(00:49:32)
No. We’ve just hung out and had very long conversations about everything.
Lex Fridman
(00:49:37)
He’s a bit of a musician, you know?
Tal Wilkenfeld
(00:49:38)
Yeah.

How to learn and practice

Lex Fridman
(00:49:39)
Okay. You picked up the guitar when you were 14, let’s go back. And one interesting thing that just jumped out at me is you said you learned how to practice in your head, because you only had 30 minutes. Your parents would only let you practice for 30 minutes. I read somewhere that Coltrane did the same. Not the practice part, but he was able to play instruments in his head as a way to think through different lines, different musical thoughts, that kind of stuff. Maybe, can you tell the story of that?
Tal Wilkenfeld
(00:50:14)
Yeah. I just grew up in an environment that was focused on academia. And I fell in love with guitar, and really just wanted the focus to be that. My limit was 30 minutes a day for, I don’t even remember how many times a week. Might’ve been every day, five days a week, whatever.
Lex Fridman
(00:50:36)
So your parents didn’t want you to play more than that?
Tal Wilkenfeld
(00:50:39)
No. And so, I just learned how to visualize the fretboard in my head, and I’d practice all day in my head. It’s kind of like, you know The Queen’s Gambit, the TV show with Anya Taylor-Joy, and she just on the ceiling? I used to do that with the fretboard, and just practice. And I actually recommend it to every musician. Because if you’re just practicing here, you don’t know what is more dominant necessarily, is it this or is it your motor skills? If you just take that away and do it here, you know you’ve got it. I’m glad that that happened and that I learned how to do that.

(00:51:24)
And in terms of learning fast, because I had to try to absorb a lot of information in a short amount of time when I did have the instrument, I kind of would do things in bursts. Even in that half an hour, I would just play for a couple minutes, and then I’d stop for a minute. And then I’d do it again, and I noticed there was a huge difference between the first time and the second time. Whereas if I just kept repeating stuff, it would be much slower.
Lex Fridman
(00:51:56)
What did you do in that minute?
Tal Wilkenfeld
(00:51:59)
Just hang out.
Lex Fridman
(00:52:00)
Just integrate?
Tal Wilkenfeld
(00:52:01)
Yeah. It’s like my brain was telling me, just chill out for a sec. That’s enough information. Let me take a second to integrate that. That’s at least what it felt like to me. And the most hilarious thing happened a couple months ago. I know you’re friends with Andrew Huberman. He put out some clip, which was a part of one of his podcasts, about learning. And he said that there was some research done on learning fast, and that if you practice something for a minute or so, and then you let your brain rest for 30 seconds or a minute, that in that 30 seconds or a minute, your brain does the repetition 20 to 30 times faster, and in reverse. And I was like, whoa, that’s so cool. Because that’s what I used to do when I was a kid, now there’s science that proves that. Which is really cool for musicians to know that that’s a good way to practice efficiently. Because some musicians, they’re practicing for six, seven, eight hours a day. I’ve never done that. I’ve never practiced more than an hour a day, even now. That’s my technique, and it works.
Lex Fridman
(00:53:17)
Are you also practicing in your head sometimes?
Tal Wilkenfeld
(00:53:20)
Now, I’m not practicing as much. I’m more always writing songs in my head, so that’s why I like silence. That’s why I love being in the empty hotel room and being alone. Songs come to me while I’m showering, or walking around, doing the dishes. Or occasionally when I’m hanging out with friends, or comedians, and people will just say shit. And I’ll be like, that’s a cool line. Just jot it down on my phone.
Lex Fridman
(00:53:46)
So it’s not always musical, it’s sometimes lyrical.
Tal Wilkenfeld
(00:53:48)
It’s more lyrical than musical now. Because for me it’s like, well, there’s so much music in the world. If I’m going to write a song, I want the song to be about something interesting. And so, yeah, the words matter to me.
Lex Fridman
(00:54:07)
Yeah. And the right word has so much power. It’s crazy, like we said with Leonard Cohen. And then they’re often simple, the really powerful ones are simple.
Tal Wilkenfeld
(00:54:18)
And when you mentioned Hallelujah, he wrote like 80 verses to Hallelujah before he narrowed it down to four. And it took him like 15, 20 years to write that song. Some writers will do that, and then other writers just vomit it out and it’s beautiful. I’ve heard that Bob Dylan or Joni Mitchell, they’re fast writers. It just kind of comes out.
Lex Fridman
(00:54:41)
That makes me feel so good to know Leonard Cohen wrote so many verses of that. That was so deliberately crafted, extensively rigorously crafted.
Tal Wilkenfeld
(00:54:53)
He just would spend months and years, constantly refining, refining.
Lex Fridman
(00:55:00)
Do you have songs like that for yourself, where you refine for many years?
Tal Wilkenfeld
(00:55:03)
Yeah, it’s song dependent. Some just flow out and it’s like, oh, there it is. Everything’s there. And then other songs, it’s like, you might have started it with music, and there’s some words that come out. And then trying to fill in the rest of the words, sometimes it can be like a square peg in a round hole, and other times it’s like, oh no, I can… it depends. Sometimes it becomes like a math problem, and hopefully it doesn’t. Because you just want to say what’s right for the song. And usually when you write it all together, like the lyric, and the melody, and the chords and everything’s developing at once, at least for the first draft, that’s very, very helpful. Sondheim used to write like that. He wouldn’t move on until… he would just go this way. Whereas for me it’s just like, I’ll just go with what seems to be coming naturally, and I’ll just let it be what it is. And then you come back and you say okay, well, what-
Tal Wilkenfeld
(00:56:00)
Truly, and I’ll just let it be what it is. And then you come back and you say, okay, well what do I have to do to this now? What’s needed?
Lex Fridman
(00:56:07)
Just to linger on the learning process, what would you recommend for young musicians on how to get good? What are the different paths a person can take to understand it deeply enough to create something special?
Tal Wilkenfeld
(00:56:26)
I think first and foremost, understanding why you are playing music. If it’s because you have something that you’re trying to express or that you’re just in love with expression itself, with art itself, those are great reasons to start this journey.
Lex Fridman
(00:56:47)
The why should be-
Tal Wilkenfeld
(00:56:49)
I think the why is really important because it’s a jagged lifestyle and there’s a lot in it. And so if you don’t have your purpose, if you’re not centered in your purpose, then all that jagged lifestyle is probably going to get to you.
Lex Fridman
(00:57:06)
Jagged.
Tal Wilkenfeld
(00:57:06)
It’s jagged.
Lex Fridman
(00:57:07)
Interesting word.
Tal Wilkenfeld
(00:57:08)
Yeah, it’s jagged. It’s all over the place. It’s uncertain. It’s one thing one moment, and a completely different thing another moment. You never know what’s going to happen. And if you thrive on variety, which I love variety, then it’s perfect. But also every human being needs a certain amount of certainty and structure, and so the certainty can come from your inner knowing knowing that you’re doing exactly what you want to be doing and knowing what your purpose is in doing it in this expression. Otherwise, you’re just kind of like a leaf blowing in the wind.
Lex Fridman
(00:57:48)
In the early days touring, just playing clubs seems like tough.
Tal Wilkenfeld
(00:57:52)
Yeah.
Lex Fridman
(00:57:53)
It’s a lot.
Tal Wilkenfeld
(00:57:54)
Yeah, it’s a lot of the physical labor aspect of it is really hard. Playing on stage to two people, or 2000, or 20,000, that doesn’t make a difference. I mean, it makes a difference to the ticket sales, which informs what level of luxury you might have on the road or not. But other than that, it’s just people there listening to music. The music doesn’t change.
Lex Fridman
(00:58:19)
Does it make it tough when it’s two people versus 200?
Tal Wilkenfeld
(00:58:21)
No.
Lex Fridman
(00:58:23)
So even if nobody recognizes whatever the thing you’re doing.
Tal Wilkenfeld
(00:58:26)
No, because the idea is to be having a great conversation on stage.
Lex Fridman
(00:58:33)
The audience can come and go.
Tal Wilkenfeld
(00:58:35)
Yeah. I always, there’s certain points in shows where I am just like, I consciously am like, oh yes, there’s an audience over there. So wrapped up in whatever’s happening on stage.
Lex Fridman
(00:58:49)
You forget yourself.
Tal Wilkenfeld
(00:58:50)
Or maybe I’m remembering myself.
Lex Fridman
(00:58:52)
Oh, damn. Call back, somehow feels like one. Okay. You think every instrument is its own journey. You play guitar, you play bass, you sing, just the mastery of an instrument, or let’s avoid the word mastery, the understanding of an instrument is its own thing, or are they somehow physical manifestations of the same thing?
Tal Wilkenfeld
(00:59:19)
It’s both. Every instrument has its strengths, beauty, limitations, range, possible range that can be extended to some degree or another depending on who you are, like trumpet or something. Certain people can hit higher notes than others, blah, blah, blah. But that being said, we’re all playing the same 12 or 24, however you divide the octave, that many notes. We’re all playing the same notes. So in that sense, it’s all the same thing. It’s just music or better yet it’s just art or expression. But yeah, every instrument has, you’ve got to go through the physical aspects of it, the motor skills and all of that, and hopefully you get through that really quickly so you can get to the expression quickly because if you get stuck in just that first phase, that’d be really boring.
Lex Fridman
(01:00:19)
But that’s a pretty long phase. The technical skill required to really play an instrument.
Tal Wilkenfeld
(01:00:27)
For some people it’s a long thing, and some people it’s short. It very much varies. It might have to do with how you learn and getting to know your strengths in learning. More oral, or is it more… What’s your strength and playing off of those strengths. So for me, like I was saying earlier, it was just an intuitive thing that I knew. I can feel when my brain is full that it needs processing time. And so I listened to that. I don’t push past it, even if it’s one minute and I do something, I’m like, okay. Silence. And then I come back and I trust that it’s going to be there and it is there. So just trusting yourself I think is really important. Trusting that you know better than anybody else is going to know you.

(01:01:23)
So that’s the kind of thing with teachers that can be either really, really helpful and great or really not great. I’m primarily self-taught. I’ve had amazing mentors of all walks of life, and I think I’m unbelievably blessed that my mentors are some of my favorite musicians on Earth, whether it’s Leonard Cohen or Jeff Beck or Wayne Shorter, whoever these people are, they are my favorite musicians. So not everyone has that opportunity, but what the opportunity that we have now that I didn’t have when I was starting is that everything’s on YouTube. Every interview with every genius. You don’t need to necessarily have these people in person now. I mean, and then I’ll say to that, yes and no. I agree with myself, and then I don’t agree with myself. And the reason is I do believe that there is something that happens when you’re in person with a master in some cases, that there is something transferred that is not intellectual, it’s not spoken, it’s something else that happens, that can happen, that I’ve experienced, and I really value that.
Lex Fridman
(01:02:47)
And I think that applies to specific disciplines and also generally. I’ve been around Olympic gold medalists just to hang out with them for several days, and there’s something about greatness. There’s a way about them that permeates the space around them. You kind of learn something from it, even if you don’t practice that particular discipline, there’s something to it if you’re able to see it. I also like what you said about the playing stuff in your head, that it forces you to not be lost in the physical learning of the instrument. I think that’s one of the things I probably regret a little bit. So I play both piano and guitar, and I’ve become quite, over the years, technically proficient at the instruments.
Tal Wilkenfeld
(01:03:43)
I’ve seen.
Lex Fridman
(01:03:43)
But I think my mind is underdeveloped because of that, meaning I can’t really… I can feel the music when it’s created, but I can’t create out of the feeling. I haven’t practiced projecting the feeling onto the music. You know what I mean? I’m not like a musician. It’s a different muscle that I think is if you really want to create beautiful things, you have to, the creation happens here, not with your hands.
Tal Wilkenfeld
(01:04:17)
I think it’s more here.
Lex Fridman
(01:04:18)
Or whichever it is, some part of the body, but it’s not with your fingers.
Tal Wilkenfeld
(01:04:21)
Yeah, because I think the fingers is more of this.
Lex Fridman
(01:04:22)
Sure.
Tal Wilkenfeld
(01:04:24)
And then…
Lex Fridman
(01:04:25)
Yes, it is here.
Tal Wilkenfeld
(01:04:27)
Yeah.
Lex Fridman
(01:04:27)
Right. And it’s just nice that you said that because it’s really good advice if you want to create.
Tal Wilkenfeld
(01:04:34)
Yeah, slowing down is really great too.
Lex Fridman
(01:04:38)
What do you mean slowing down?
Tal Wilkenfeld
(01:04:40)
Slowing everything down? It could be, I can play something really fast, but I may want to practice it like…
Lex Fridman
(01:05:09)
Go slow as possible.
Tal Wilkenfeld
(01:05:12)
All these micro movements that are happening that if you just go, you can’t pay as close attention to the exact tone that you’re pulling from each note. And there’s a lot to pay attention to how my fingers are touching the string here. I can change my tone a million ways just by the direction of this finger, and same with how this lands and how hard I’m attacking the string and with what intention am I hitting the string emotionally, physically, and so even if you can go, play that so slow, see how locked into a pocket you can be, see how you… Feel every aspect of that because then when it gets sped up, it’s still there with you.
Lex Fridman
(01:06:07)
That is brilliant.
Tal Wilkenfeld
(01:06:08)
It’s like the transcended and included thing that Ken Wilbert talks about.
Lex Fridman
(01:06:14)
I guess that’s what meditation can do for you is to really listen, to observe every aspect of your body, the breath and all this. Here you’re observing every element, every super detailed element, of playing a single note.
Tal Wilkenfeld
(01:06:26)
Yeah.
Lex Fridman
(01:06:27)
It’s cool that if you speed it up, it’s still there with you.
Tal Wilkenfeld
(01:06:30)
It is, Yeah it is. Because there are certain people, it’s like they play really fast, but I don’t hear the fullness of tone always. And it’s like, well, it’s probably because maybe they didn’t slow it down and really sit with each note and let it resonate through their whole being. It’s spiritual. It’s like a spiritual expression. It’s not a sport. A lot of people treat music like a sport.
Lex Fridman
(01:07:04)
Since starting to learn more like Stevie Ray Vaughan versus Jimi Hendrix. I would spend quite a long time on single notes of just bending, just listening to what you can do with bends, spending. Just thinking people like B.B King and all these blues musicians spend a career just making a single note cry. There’s an art form to that.
Tal Wilkenfeld
(01:07:28)
Yeah.
Lex Fridman
(01:07:29)
And I think you putting it, taking it really slow, which I never really thought of, is really good idea. Really slow it down.
Tal Wilkenfeld
(01:07:39)
It’s the same with sitting with your own emotions. It’s like when emotions are overwhelming to us, we get real busy or we move real fast because we don’t want to feel our feelings. Those are the moments to slow yourself down.
Lex Fridman
(01:07:57)
And observe it, anger, jealousy, loneliness.
Tal Wilkenfeld
(01:08:01)
And just be with it. Be cool with it. Love it. Love the anger.
Lex Fridman
(01:08:06)
It’s all beautiful. Can you educate me on the difference between bass.

Slap vs Fingerstyle

Tal Wilkenfeld
(01:08:13)
Bass and bass? Okay, well, one is a fish.
Lex Fridman
(01:08:16)
At least I pronounced it correctly. That’s good. It’s all about the bass.
Tal Wilkenfeld
(01:08:20)
Can you pronounce my name?
Lex Fridman
(01:08:22)
Tal.
Tal Wilkenfeld
(01:08:23)
Wow. Most people say Tal or tall. You said-
Lex Fridman
(01:08:29)
Tall, who says tall?
Tal Wilkenfeld
(01:08:31)
So many people.
Lex Fridman
(01:08:32)
In the south, maybe tall.
Tal Wilkenfeld
(01:08:34)
I don’t know. But the fact that you said my name right.
Lex Fridman
(01:08:34)
Oh, honey tall.
Tal Wilkenfeld
(01:08:36)
You get extra points.
Lex Fridman
(01:08:37)
Tal. I didn’t know this was a game. Am I winning?
Tal Wilkenfeld
(01:08:41)
Yep.
Lex Fridman
(01:08:41)
I like winning. How do you play the bass? What’s the difference between finger style and slap?
Tal Wilkenfeld
(01:08:48)
Slap is like this finger styles like this.
Lex Fridman
(01:08:50)
Have you ever played bass with a pick?
Tal Wilkenfeld
(01:08:52)
Yeah, sometimes
Lex Fridman
(01:08:54)
I’m not accusing you of anything.
Tal Wilkenfeld
(01:08:55)
No accusation taken.
Lex Fridman
(01:08:57)
I don’t know if these are sensitive topics.
Tal Wilkenfeld
(01:08:59)
That would be pretty hilarious if I was sensitive about bass techniques, but not about love.
Lex Fridman
(01:09:05)
It just looks so cool to slap it, and I don’t understand what that’s about. That thumb thing that…
Tal Wilkenfeld
(01:09:11)
Yeah, I slapped less, a lot less. Almost never actually. It has a very distinctive sound and does a very distinctive thing to a song that is not something I hear needed very often in music today, but in certain styles, like funk, it sounds awesome and it makes sense. It was something that was a bit overused at one point. For instance, my mentor Anthony Jackson, he refused to slap. He actually said, if you want me to slap, I’ll leave this gig. So I’m not like that.
Lex Fridman
(01:09:56)
See, that’s why I said sensitive. See, I was reading into it.
Tal Wilkenfeld
(01:09:59)
Because he’s sensitive about it. I’m not sensitive.
Lex Fridman
(01:10:00)
I was feeling the spiritual energy of the sensitivity of the topic.
Tal Wilkenfeld
(01:10:03)
Anthony Jackson.
Lex Fridman
(01:10:04)
Anthony Jackson.
Tal Wilkenfeld
(01:10:04)
And then I’m playing electric bass, so generally speaking, you don’t particularly want to hear electric bass on straight-ahead Jazz anyway, you want to hear an upright bass. But if I was to play jazz on electric bass, I might even palm mute instead of going like, I might go to very. Anything to make the notes shorter and less resonant and fade away because the upright does that naturally. And I have a different bass, like a hollow body harmony that sounds closer to an upright that I’ll use. In on my song Under the Sun, that I put out, that was on a harmony bass. And it has an upright acoustic kind of tone to it, but with more sustain.
Lex Fridman
(01:10:58)
And is Jazz fusion the style where you have an electric bass? Can you educate me?
Tal Wilkenfeld
(01:11:06)
Again, you can have both. You can have both. You can have either on anything. There’s no real rules, now.
Lex Fridman
(01:11:14)
I’ve heard you say something interesting, which is, well, a lot of things you say is interesting.
Tal Wilkenfeld
(01:11:17)
Just one thing.
Lex Fridman
(01:11:20)
Just one. That-
Tal Wilkenfeld
(01:11:23)
And it’s what time you’re leaving.
Lex Fridman
(01:11:27)
What time was that again?
Tal Wilkenfeld
(01:11:29)
Three minutes.
Lex Fridman
(01:11:30)
That it’s maybe easier sometimes to define a musical genre by the don’ts than the do’s, the don’ts, than the do’s. What are the don’ts of jazz and rock? What are the don’ts of jazz fusion? What are the don’ts? At any domain of life, what are the don’ts?
Tal Wilkenfeld
(01:11:50)
The don’ts is just to please leave your fear at the door and your do’s is to be open to anything and open your ears, respond to what’s happening now. I think that quote you’re talking about might have been more about an individual musician’s unique sound, because everyone has their sound. If they’ve developed their voice and they’ve listened to their own aesthetic preferences, of which everyone is slightly different, everyone has slightly different likes and dislikes, then you’ll have a unique sound on your instrument. And your unique sound is defined more by the choices you make rather than… I mean, it’s equally as defined by the choices you make and the choices you don’t make. I mean, it’s the flip side of the same coin, really?
Lex Fridman
(01:12:46)
Yeah. There’s certain musicians you can just tell. It’s them just, you hear a few notes and you’re like, okay, it’s them. Tone, sometimes it’s tone. Sometimes it’s the way they play a rhythm.
Tal Wilkenfeld
(01:12:56)
Yeah, the quote you’re talking about might have even had to do with someone’s real limitations on an instrument that then that would define their sound as the things that they actually can’t do versus what you’re choosing to do versus not choosing to do. Which is that flip side of the same coin thing,
Lex Fridman
(01:13:14)
How many fingers you play with, because it seems like a lot of the greatest musicians aren’t technically perfect. The imperfections is the thing that makes them unique and where a lot of the creativity comes from. I mean, Hendrix had a lot of those things. The way he put a thumb over the top.
Tal Wilkenfeld
(01:13:34)
Well, his hands were huge. There was no other place for the thumb to go. And it was great that he could reach the E string and that was an advantage.
Lex Fridman
(01:13:43)
And he was a lefty playing a right-handed guitar, flipped, I guess. That’s weird. That probably doesn’t have much of an effect. Maybe a spiritual one. I don’t know.
Tal Wilkenfeld
(01:13:55)
Actually, flipping and guitar is different. It does bring out something different in you because I’ve done it, flipped it. It’s like, oh wow. Yeah, it really, it’s really different. I remember talking about osteopath about, because there’s so much weight on this shoulder while I’m playing all the time, and they were saying, well, just after shows, just literally just turn it upside down and do the exact same thing in the opposite way. It’ll even out your body. And I was like, that’s good advice.
Lex Fridman
(01:14:24)
Have you actually tried it? Okay. All right, I’ll write that down. All right. Well, do you know a guy named Davie504?

Davie504

Tal Wilkenfeld
(01:14:36)
I’ve heard of him.
Lex Fridman
(01:14:37)
I’ve recently learned of him. He’s a YouTuber and a bass player. He’s amazing.
Tal Wilkenfeld
(01:14:42)
Cool.
Lex Fridman
(01:14:42)
He combines memes and also just these brilliant bass compositions and says slap like a lot. He’s big into slapping. He’s the one that made me realize this is a thing. And he also said that you’re one of the best, if not the best, bassists in the world. There was a bunch of his fans that wrote in and he analyzed the Jeff Beck thing that we watched at Crossroads is one of the greatest solos ever, bass solos ever. So shout out to him. What does that make you feel like you’re the greatest of all time?
Tal Wilkenfeld
(01:15:13)
Chocolate cookies.
Lex Fridman
(01:15:14)
Chocolate. Is that your favorite?
Tal Wilkenfeld
(01:15:15)
I like macadamia nut. If you really want to get into it, with white chocolate.
Lex Fridman
(01:15:21)
Yeah, that’s a rare one for people to say is the favorite.
Tal Wilkenfeld
(01:15:24)
Chocolate chip is just so easy. You can kind of get them anywhere.
Lex Fridman
(01:15:27)
Yeah. Last thing you want to be is easy in this world. You don’t want to be easy. You said that I love Rock and Roll quote, “I love folk. I love jazz. I love Indian classical music. I really love all kinds of music as long as it’s authentic and from the heart.” So when you play rock versus jazz, you play all kinds of music. What’s the difference technically, musically, spiritually for you?
Tal Wilkenfeld
(01:15:49)
Well, there’s no spiritual difference.
Lex Fridman
(01:15:54)
Okay. All right. Cross that off the list,
Tal Wilkenfeld
(01:15:56)
Well, musically, yeah, it’s like what was saying earlier, it’s like each genre has its language of what makes it that genre. And that would be a good thing to say. It’s defined by the do’s and don’ts, but because it’s like… I’m trying to think. Basically I put the song first and I think of the song as the melody, the lyrics, and then the harmony and obviously the groove.
Lex Fridman
(01:16:34)
So the song goes before the genre in a sense. Each song is like its own thing.
Tal Wilkenfeld
(01:16:39)
They’re both things that are held in my mind. It’s like, okay, genre and then song, which is comprised of those basic elements. And I tend to kind of prioritize lyric because somebody is trying to express something over music. And so the lyric is very, very important. And so then the choices come from there. It’s like, okay, within the genre of X this is the typical language. And then how do I best serve this lyric? And then where else can I pull from that might not be in these two bags that would put a little twist on it. So those are all the kinds of things I might be thinking about.

(01:17:34)
But I don’t like twists for the sake of twists either. I like twists because I want to hear something that might be fresh. But when someone does something just to be hip, it’s annoying to me. I think you can hear the difference. It’s like when people, they write in odd time signatures or they write all these riffs just because they can, just because they have the chops to do it or they know how to play in 11/16 and whatever. But if it’s not actually creating a piece of music that’s going to move somebody, then why are you doing it? And so I think a lot of the questions I’m asking myself when I’m approaching a song or mainly philosophical and aesthetic.
Lex Fridman
(01:18:27)
So you like to stand on the edge of the cliff, not for the thrill of it, but because where you find something new potentially.
Tal Wilkenfeld
(01:18:34)
And it’s thrilling.
Lex Fridman
(01:18:36)
But you’re not doing it just for the thrill.
Tal Wilkenfeld
(01:18:37)
I’m not doing it for the thrill. It just happens to be thrilling.
Lex Fridman
(01:18:41)
All right.
Tal Wilkenfeld
(01:18:42)
Because you can always reel it back in.
Lex Fridman
(01:18:45)
Can you though?

Prince

Tal Wilkenfeld
(01:18:46)
Yeah. You can do a totally disciplined, I can go into a session and… Okay, my favorite thing about going into a session with musicians that I adore is that we don’t hear the demo because if you hear a demo, you’re hearing what the producer or songwriter have already imagined that every instrument is playing. And then it’s like well, I’ve already heard what you want. Now my mind, part of my mind, is focused on what I already know you want and what the destination is going to be. Why did you bring me in here? I want to not hear it. I just want you to sit at a piano and sing the song, I want to hear the chords and the lyric or sit with an acoustic guitar, play it, and then let’s all go in the room.

(01:19:29)
And then take one, I would say 80% of the time, take one has the most gold and there might be a mistake or two or someone forgot to go to the B section and you might want to punch that in so that you’re hitting the right chord. But all the magic is in that take. And then sometimes it happens where it’s like you go, it’s like we’re rehearsing and take 1, 2, 3, 4, 5, and then you’re thinking about it too much and then you go and you have a dinner and you come back and the next take one after dinner is the one. It’s usually after there’s some sort of a break, but obviously there’s exceptions to that rule. Sometimes it’s take two, or three.
Lex Fridman
(01:20:10)
Yeah. You said that this is something that surprised you about recording with Prince is that he would just, so much of it would be take one. So quick, it would just move so quickly.
Tal Wilkenfeld
(01:20:21)
Yeah. Well, with that particular album that we made together, it’s called Welcome to America. He called me up and asked me, he said, I want to make a band with you. I’m really inspired by what you’re doing with Jeff Beck. I want to make a trio. Do you like the drum rolls of Jack DeJohnette, was like his first question to me. I’m like, well, yeah, who doesn’t. Who doesn’t like Jack DeJohnette, one of the greatest of all time?

(01:20:44)
And he’s like, well, sounds like, because we had a discussion about drumming, sounds like you’re particular about drummers. So why don’t you find us the drummer and I’ll trust you to find the drummer. You can audition some people. Send me some recordings, maybe your two favorites, and I’ll pick out of the two or something. So I did that. Went on a journey, found a couple of guys. He picked the one. We went in and he basically just would be like okay, so the A section’s going to go like this, and then the B section, I think we’re going to go to G, and then the bridge, I might go to B flat, but maybe I’ll hold off and da, da, da. Okay, let’s go 1, 2, 3, 4. And then we recorded it to tape. There was no punch. He did not want me to punch anything.

(01:21:34)
There was one song called Same Page, Different Book. And he talked through it just like he did. And then he had me soloing between each phrase like little fills. I didn’t know that that was going to come up. And he loved that. He loved to have me on the edge of my seat falling off the cliff. That was my first real falling off a cliff moment from somebody else holding me at the edge of the cliff. You know what I mean? Now I just do it on my own because it’s so fun and it makes sense. It’s the best thing for the music.
Lex Fridman
(01:22:13)
When you say punch the tape is that when you actually record it.
Tal Wilkenfeld
(01:22:17)
If you record to tape and there’s say you hit a bum note to punch in means to fix that note, re-record over that one little area and punch that note in. He didn’t want that. He’s like, all my favorite records, just whatever happened happened. That’s that moment in time. Let’s make a new moment in time. It’s great. Nobody makes records like that anymore. Everyone wants to edit and edit and re-record and this and that. And unfortunately with a lot of music, and I’m not saying all music, there’s plenty of great music coming out, but there’s the danger of it being flat because every little imperfection is digitally removed.
Lex Fridman
(01:23:05)
Well, that’s one of the promising things about AI is because it can be so perfect that the thing we’ll actually come back to and value about music is the imperfections that humans can create.
Tal Wilkenfeld
(01:23:16)
Yeah.
Lex Fridman
(01:23:17)
There’ll be a greater valuation of imperfections.
Tal Wilkenfeld
(01:23:20)
Yeah. I mean you can program imperfections too.
Lex Fridman
(01:23:24)
Yeah, sure. That’s also very sad. But then you get closer and closer to what it means to be human, and maybe there’ll be AIs among us. And they’ll be human, flawed, like the rest of us. Mortal and silly at times.
Tal Wilkenfeld
(01:23:42)
Another big sigh.
Lex Fridman
(01:23:46)
Is it fair to say that you’re very melodic on bass? You make the bass sing more than people normally do?
Tal Wilkenfeld
(01:23:55)
Is that a compliment?
Lex Fridman
(01:23:56)
Yes, I think so.
Tal Wilkenfeld
(01:23:57)
Thank you.
Lex Fridman
(01:23:59)
Moving on to the next question. By way of understanding-
Lex Fridman
(01:24:00)
The next question is, by way of understanding, it’s just there’s something about the way you play bass that just pulls you in the way when you listen to somebody play a guitar, like a guitar solo.
Tal Wilkenfeld
(01:24:13)
The thing I love about Jeff Beck is that he played the guitar like a singer, and I think the way that Wayne Shorter played his saxophone. It’s like a singer. And I think everyone, every musician, aspires to just sound like a singer.

Jimi Hendrix

Lex Fridman
(01:24:29)
You make it sing. Let me ask you about… Just come back to Hendrix, because you said that you had three CDs, Jimi Hendrix, Herbie Hancock and Rage Against the Machine. First of all, a great combination. I’m a big Rage fan.
Tal Wilkenfeld
(01:24:42)
It’s so funny, because when I listen to some of the music that I create, my solo music, I’m like, “I could see how this is a combination of Herbie Hancock, Rage Against the Machine and Jimi Hendrix.” I hear the influences. It’s funny.
Lex Fridman
(01:24:58)
Just from your musician perspective, what’s interesting to you about… What really stands out to you about Hendrix? I just would love to hear a real, professional musician’s opinion of Hendrix.
Tal Wilkenfeld
(01:25:13)
I love that he is two voices combined into one voice. So it’s like there is his voice on the guitar, there is his singing voice, and there is the combination of the two that make one voice. And of course the third element is songwriting. And all of this have this beautiful chemistry, and all work geniusly, perfectly together, and there’s nothing like it. And he always beat himself up about being a singer, and he didn’t like his voice, but my favorite singers are the singers that don’t sound like singers.
Lex Fridman
(01:25:58)
Bob Dylan.
Tal Wilkenfeld
(01:25:59)
Bob Dylan.
Lex Fridman
(01:26:00)
You said you like Bob Dylan.
Tal Wilkenfeld
(01:26:01)
Love Bob Dylan.
Lex Fridman
(01:26:03)
You love his voice too?
Tal Wilkenfeld
(01:26:04)
I love his voice.
Lex Fridman
(01:26:06)
Can you explain your love affair with Bob Dylan’s voice?
Tal Wilkenfeld
(01:26:12)
He’s expressing his lyrics. It’s just pure expression, exactly what he means. I feel everything that he’s saying with 100% authenticity. That’s what I want to hear from a singer. I don’t care how many runs you can do and blah blah blah. I want to believe what you’re saying.
Lex Fridman
(01:26:33)
Leonard Cohen is that.
Tal Wilkenfeld
(01:26:34)
Mm-hmm. There’s countless, like Neil Young. I mean, there’s so many musicians. I love Elliott Smith for that reason.

Mentorship

Lex Fridman
(01:26:44)
Let me ask you about mentorship. You said teachers and mentors. You had mentors. What’s a good mentor for you, harsh or supportive?
Tal Wilkenfeld
(01:26:54)
Supportive.
Lex Fridman
(01:26:55)
Supportive. You seen Whiplash, the movie? So that guy, somebody screaming at you, kicking you off the cliff?
Tal Wilkenfeld
(01:27:03)
Not necessary. I feel like anybody that’s truly passionate about something that they want to be great at or a master of or this and that, they’ve already got that person inside their own head. You don’t need somebody else to do that for you. I think you need love, acceptance, guidance, support, time, advice if you ask for it, just a space, just a nice, open space.

(01:27:32)
All my mentors were just that for me. They didn’t tell me to do anything. They don’t care, because they’re not… Why do they need to be invested in where I’m going? Only I know where I’m going. So for some mentor to come and be like, “This is what you need to be doing, and practice…” It’s like, but why? What if that’s not my path? That might be your path. So I’m not really… Again, otherwise it feels like a sport, like who can run the fastest race. And it’s like, well, okay, I get that for sport maybe it makes sense to have someone a bit more hardcore. But still, I would say athletes have the same mentality. They’ve got that in them already too. So I think more of a strategic approach to mentorship works really well, and mainly just having an open space and just being available to someone.
Lex Fridman
(01:28:28)
And show that they see the special in you, and they give you the room to develop that special whatever.
Tal Wilkenfeld
(01:28:35)
Exactly, because if you do have that harsh critic inside you, it is nice to have somebody that isn’t your family, or someone that’s not obligated any way, that just sees your talent and they’re like, “Yeah, I dig what you’re doing. Keep doing it.”
Lex Fridman
(01:28:51)
Yeah. It’s funny that that’s not always easy to come by.
Tal Wilkenfeld
(01:28:56)
Do you have any mentors?
Lex Fridman
(01:28:58)
I’ve had a few recently, but for most of my life people didn’t really… I’m very much like that too. Somebody to pat me on the back and see something in you of value. Yeah, I didn’t really have that.
Tal Wilkenfeld
(01:29:16)
Do you wish you did?
Lex Fridman
(01:29:17)
Yeah, yeah. But maybe the wishing that I did is the thing that made me who I am, not having it, the longing for that. Maybe that’s the thing that helped me develop a constant sense of longing, which I think is a way of… Because I have that engine in me, it really allows me to deeply appreciate every single moment, everything that’s given to me, so just eternal gratitude. You never know which are the bad parts and the good parts. If you remove one thing, the whole thing might collapse. I suppose I’m grateful for the whole thing. That one note you screwed up so many years ago, that might’ve been essential.
Tal Wilkenfeld
(01:30:11)
You do jujitsu.
Lex Fridman
(01:30:13)
Yes. Do you? Are you-
Tal Wilkenfeld
(01:30:15)
My dad does. My dad’s super into it. I love my dad. He’s the coolest. But no, I don’t do it. He’s a blue belt right now.
Lex Fridman
(01:30:27)
Nice, nice. You ever been on the mat with him?
Tal Wilkenfeld
(01:30:30)
Not yet, but I plan on it.
Lex Fridman
(01:30:32)
Should do it.
Tal Wilkenfeld
(01:30:33)
What belt are you?
Lex Fridman
(01:30:35)
Black belt.
Tal Wilkenfeld
(01:30:35)
Sick. Do you want to go?
Lex Fridman
(01:30:38)
Right. You got the shit-talking part of jujitsu down. [inaudible 01:30:41] do the technique.
Tal Wilkenfeld
(01:30:44)
But for that, for instance, do you need a harsh mentor or teacher or-
Lex Fridman
(01:30:53)
Yeah, but you said it really beautifully. To me, I agree, there’s a difference between sport and art. They overlap for sure, but there’s something about sport where perfection is actually… Perfection is really the thing you really want to get to, the technical perfection. With art, it feels like technical perfection is almost a way to get lost on the path to wherever, something unique. But yeah, with sport, I definitely am one of the kind of athletes that loves to have a dictatorial coach, somebody that helps me really push myself to the limit.
Tal Wilkenfeld
(01:31:38)
But you are the one that’s dictating how hard you’re getting pushed, in a way. You’re choosing your mentor. That Whiplash video is like… He didn’t ask for that.
Lex Fridman
(01:31:48)
[inaudible 01:31:48] he might’ve.
Tal Wilkenfeld
(01:31:49)
Well, maybe. Maybe subconsciously. It’s a movie.
Lex Fridman
(01:31:56)
Next you’re going to tell me they’re just actors. But yeah, how do we choose things? You don’t always choose, but you maybe subconsciously choose. And some of some of the great Olympic athletes I’ve interacted with, their parents for many years would force them to go to practice until they discovered the beauty of the thing that they were doing, and then they loved it. So at which point does something that looks like abuse become a gift? It’s weird. It’s all very weird. But for you, support and space to discover the thing, the voice, the music within you.
Tal Wilkenfeld
(01:32:40)
Yeah, it’s my personal choice, because I’m very familiar with the inner critic, and I can bring her out at any point. I don’t need help with that.
Lex Fridman
(01:32:48)
So you do have… She’s on call.
Tal Wilkenfeld
(01:32:50)
She was on overdrive. That’s why now I had to work on that so much.
Lex Fridman
(01:32:57)
Yeah, you have a really happy way about you right now.

Sad songs

Tal Wilkenfeld
(01:33:00)
Thanks.
Lex Fridman
(01:33:00)
You’re very Zen. Can I ask you about Bruce Springsteen?
Tal Wilkenfeld
(01:33:05)
Yeah, sure.
Lex Fridman
(01:33:05)
A lot of songs of his I listen to make me feel this melancholy feeling. Not just Bruce Springsteen, but Bruce does a lot. What is that about songs that arouse a sad feeling or a longing feeling or a feeling? What is that? What is that about us humans on the receiving end of the music?
Tal Wilkenfeld
(01:33:30)
Frequencies. Each frequency does elicit a different kind of emotional response. That is real, scientific-
Lex Fridman
(01:33:40)
You mean on the physics aspect of it?
Tal Wilkenfeld
(01:33:41)
Yeah, yeah, the physical level. So there is that, combined with the right kind of lyric and the right kind of melody of the right kind of chord will elicit a very particular kind of emotion. And it is scientific. It can be analyzed. I don’t particularly want to analyze it, because I don’t want to approach things with that in advance. I don’t want it to inform where I’m going. I like the feeling to lead me naturally to where I’m writing. But yeah, there’s a real chemical element to that.

(01:34:19)
And then also, like I was saying, the lyric, what it means to you, which… Poetry is supposed to mean something to everybody different. It’s not supposed to mean one thing. You can’t analyze and be like, “This is what this poet meant.” And like we were talking about with Leonard earlier, it’s like the broader you can leave a lyric, the better. You can appeal to people in so many different ways. And even to the songwriter. I’ll sing some of my songs from five years ago and I’ll be like, “I didn’t even think that it could have meant that, but I guess it does. That’s funny.” I’ll just giggle onstage suddenly, because a lyric will hit me differently, from a different, new experience or something.
Lex Fridman
(01:35:05)
Have you ever cried listening to a song?
Tal Wilkenfeld
(01:35:07)
Of course. Weep like a baby in a bathtub.
Lex Fridman
(01:35:12)
Which? Who’s the regular go-to, then?
Tal Wilkenfeld
(01:35:17)
Leonard.
Lex Fridman
(01:35:17)
Leonard?
Tal Wilkenfeld
(01:35:18)
Leonard.
Lex Fridman
(01:35:19)
Yeah. Hallelujah is a song that consistently makes me feel something.
Tal Wilkenfeld
(01:35:25)
It’s holy. His work is holy. And if you were in his presence… I guess there was a lot to that being.
Lex Fridman
(01:35:40)
What advice would you give to young folks on how to have a life they can be proud of?
Tal Wilkenfeld
(01:35:47)
Just tackle the demons as early as possible, whether it’s through your art or through meditation or through whatever it means, diaries, whatever it is. Just walk towards the things that are scary, because if you don’t, they’ll just expand. They become bigger if you avoid… If you avoid the demons, they become bigger.
Lex Fridman
(01:36:15)
What does that mean for you today? Are you still missing Jeff?
Tal Wilkenfeld
(01:36:19)
I’ll always miss Jeff, but I don’t feel like a piece of me is missing. And same with Leonard. It’s that I did give them a piece of myself, and maybe they gave me a piece of them that I hold with me and I cherish, but it doesn’t feel like I’m less than, or they’re less than, or anything’s less than. You learn to appreciate the impermanence of everything in life, impermanence of everything except for… Consciousness, I guess you could say, is the only thing that is permanent. So everything else, you learn to appreciate that impermanence, because the limited amount of time in this particular body, it’s enticing, gives you a time limit, which is cool. I like that.
Lex Fridman
(01:37:25)
So you’ve come to accept your own?
Tal Wilkenfeld
(01:37:27)
Yeah. It’s cool that I’m like, “Okay, I’ve got this amount…” Maybe this amount of time. Who knows?
Lex Fridman
(01:37:32)
It could end today.
Tal Wilkenfeld
(01:37:33)
Yeah, if I died today, I’d be really happy with my life. It’s not like I’m like, “Oh, I missed out on this and that.”
Lex Fridman
(01:37:41)
So you really want to make sure that every day could be your last day and you’re happy with that.
Tal Wilkenfeld
(01:37:46)
I’ve always lived that way. Yeah. I felt this way since I was in my early 20s. I’d be like, “Yeah, I could die today. Sure.” I don’t want to die. I have no reason to die. But if I did, I know that I put my everything, all my effort and all my passion and all my love, into whatever I’ve already done. So if my time’s up, then my time’s up.
Lex Fridman
(01:38:10)
What role does love play in this whole thing, in the human condition?
Tal Wilkenfeld
(01:38:14)
Well, love is everything. I mean, if you define love… If you’re talking about love as in romantic love or paternal or maternal love, or if you’re talking about love as in an Eastern tradition, like Vedanta for instance, love is consciousness, love is everything.
Lex Fridman
(01:38:36)
That’s the only permanent thing.
Tal Wilkenfeld
(01:38:38)
Yeah. Or if you were to come from a Zen or like a Buddhist perspective, they would say nothingness. Emptiness is, versus fullness.
Lex Fridman
(01:38:49)
Well those guys are really obsessed with the whole suffering thing and letting go of it.
Tal Wilkenfeld
(01:38:55)
Yeah.

Tal performs Under The Sun (live)

Lex Fridman
(01:38:59)
Well, I was wondering if you would do me the honor of playing a song.
Tal Wilkenfeld
(01:39:07)
Do you want a suffering song or a suffering song?
Lex Fridman
(01:39:11)
I think I would love a suffering song.
Tal Wilkenfeld
(01:39:12)
Cool. Do you want a sound check and make sure I’m not-
Lex Fridman
(01:39:23)
Sound check. One, two. Yeah, it sounds really good.
Tal Wilkenfeld
(01:39:29)
This one too? All right, count me off.
Lex Fridman
(01:39:31)
Yeah. I don’t know how to count somebody off. Where do I start? At nine? Or three? Two, one.
Tal Wilkenfeld
(01:39:31)
Yeah, you got it. One, two.
Lex Fridman
(01:39:31)
One, two.
Tal Wilkenfeld
(01:39:31)
(singing)
Lex Fridman
(01:44:08)
You’re amazing. That was amazing, Tal. Thank you so much.

Tal performs Killing Me (live)

Tal Wilkenfeld
(01:44:18)
[inaudible 01:44:18]
Lex Fridman
(01:44:20)
Try turning it to 11.
Tal Wilkenfeld
(01:44:21)
It’s quite loud. Can you see it from the headphones? [inaudible 01:44:27]
Lex Fridman
(01:44:28)
Can you play something?
Tal Wilkenfeld
(01:44:29)
No.
Lex Fridman
(01:44:29)
No.
Tal Wilkenfeld
(01:44:41)
Such a professional.
Lex Fridman
(01:44:46)
I should produce your next record.
Tal Wilkenfeld
(01:44:46)
Please.

(01:44:46)
(singing)
Lex Fridman
(01:49:12)
Well, there’s nowhere else I’d rather be right now. Tal, thank you for this. Thank you for the private concert. You’re amazing. You really are amazing. And it was a pleasure to meet you and really a pleasure to talk to you today.
Tal Wilkenfeld
(01:49:27)
Do I get a private concert now of you playing chess with yourself?
Lex Fridman
(01:49:32)
We’re out of time, so we got to go.
Tal Wilkenfeld
(01:49:35)
[inaudible 01:49:35]
Lex Fridman
(01:49:36)
Thanks for listening to this conversation with Tall Wilkenfeld. To support this podcast, please check out our sponsors in the description. And now, let me leave you with some words from Maya Angelou. “Music was my refuge. I could crawl into the spaces between the notes and curl my back to loneliness.” Thank you for listening, and hope to see you next time.