Google stock is unstoppable. It continues to just move
upwards over and over again every single day.
We've seen this before. We saw Google surpass Amazon in
market cap bigger than Amazon. Then it beat out Microsoft, and
then now, just as of yesterday, it beat out Apple.
Google is now in second place, the second largest company by
market cap in the world, and the only one left is NVIDIA.
Google will eventually surpass NVIDIA in size.
It's only a matter of time, and we'll be going over what has
changed. Why is Google so successful?
We now have the Wall Street Journal reports of how Google
took the lead back, how they've caught up in virtually every
aspect of their business, and now how they're racing ahead.
Well, as someone with Google as my second largest position, my
biggest gaining stock, nearly $100,000 in gains in just this
one position, I have a lot of opinions on where Google stock
stands now, what we should be doing with it in the future, and
why Google's going to be the biggest company in the world.
Now we also have some other news.
We have news that Warner Brothers Discovery has rejected
Paramount's offer yet again. This is like the 7th or 8th
rejection. Now, Paramount at this point
loves rejection. They keep submitting offers to
buy Warner Brothers that continue to get rejected.
We'll be looking at this latest one.
And then we have a bunch of other news stories to get into.
Brad Gerstner, for example, highlights his strategy going
into 2026. We have a clip from Palmer
Luckey from Andrel who gives one of the best takes that I've seen
in response to a policy of President Trump who is
restricting how much defense contractors can make, how much
their CEO's can make. We also have President Trump
threatening to crack down on Wall Street.
This time it's cracking down on the different Wall Street
companies like Blackstone that continue to buy up single family
resident homes. And then finally, of course, we
get to our fail of the week, which in this case is a
prankster. We've seen this before, but this
prankster is doing something new, doing something novel.
He is implementing AI in his pranks and he's freaking out
people, disturbing people by creating on the fly videos of
fake things happening, causing a stir and the sled to him being
arrested. We'll be looking at why this new
form of prank is the fail of the week.
So welcome back everyone. We have a ton to get to in this
episode. And as we jump in, if you want
to become a better investor, if you you want to learn about
companies more holistically and learn what really is driving
companies in the future, then you can try out qualtrim.com.
It is the website and stock analysis platform that I
created. We have a whole team of people
working on it. And the amount of people joining
is growing incredibly fast. Just in the past two months,
we've had over 3000 new paid users.
That is incredible growth. So I appreciate everybody that's
tried it out. Qualtrim is an incredibly
powerful stock analysis platform.
It's been built from the ground up, tailor made for my audience,
specifically for you. And as a bonus, your Qualtrim
membership gives you access to a big Discord community with like
minded investors as well as extensive exclusive episodes
like the one that I just recently did on GE.
That's an hour long in depth analysis on GE that I just
published today. So you can get all of that at
qualtrim.com. Now we start things off today
with the continued dominance of Google.
Google has officially surpassed Apple in market cap size to now
become the second largest company in the world, only
behind NVIDIA. It only has one target left and
eventually it will get there. And this is a long time coming.
It wasn't too long ago that they said, they said that Google was
a dying business. Many top analysts, many people
went on the TV, and in fact, prominent ones called Google an
eBay, a decaying company, one that was past its prime, one
that was hanging on to an old antiquated business model being
passed up by new, younger peers with revolutionary business
models. They said that Google could not
maintain the same monopoly it had previously, now that there's
a new form of information gathering, that their margins
are going to be disrupted, that the company won't be as big as
it was previously. To the contrary, all of them
were wrong. Google's not only bigger today,
but it's much bigger. The stock price is up nearly
100%. Since many of those
proclamations claiming that it was dead happened only a year
ago, most of the people making those claims have now completely
changed their mind. They're on board with Google,
recognizing that it's an incredibly powerful company that
adapted brilliantly to the challenges it faces.
This is a unique story where the prevailing narrative was so
negative against Google, so bad against this company, that many
investors were selling it for half the price it trades at
today, less than one year ago. And now we see the outcome of
it. Google has proven the doubters
and skeptics wrong, and it's even proven many of the bulls
wrong. It's done so much better than
even the most optimistic investors believed possible.
So how did this happen? How did Google go from being a
company in distress from now being likely to become the
largest one in the world? When we look at just what
recently happened, Google has officially worked its way up
past Amazon, Microsoft, Apple now to be in rank #2 it's now at
a $3.954 trillion market cap, only behind NVIDIA at a $4.49
trillion market cap. So even though it just barely
passed Apple, it's still a ways behind NVIDIA.
NVIDIA is the the largest company still by around $600
billion, which if we look at some companies here, it's bigger
than MasterCard, bigger than Oracle.
So in order for Google to surpass NVIDIA and to climb to 4
1/2 trillion dollars, it'll literally need to gain another
MasterCard and market cap size. And I believe it eventually
will. And This is why I've put so much
money into Google. I made it my largest focus, my
largest buy in 2025 and I put more effort into videos
surrounding Google than any other company because of the
level of conviction I had to its continued growth.
Now if we look at the ortfolio today, my portfolios are at all
time highs along with Google. The passive income portfolio is
just teetering below $1,000,000 in total value now, and this
isn't from recent deposits, this is from the portfolio growing.
It's gained around $35,000 just in the past seven days.
We're now at $414,900 in gains. When we look at one of the
largest positions in My Portfolio, it is Google, a
$118,000 position, $52,000 in the green in the story fund, a
separate portfolio, which likewise is near an all time
high at this point. I also have Google as my third
largest position, $77,000, total position 48,009, 100 in gains.
So Google's now around $100,000 in gains in My Portfolio, my
biggest gainer ever, beating out Apple, beating out Netflix,
beating out Amazon, and I still haven't taken gains.
I still haven't done that because the future for Google
remains bright as Google continues to pass up company
after company working its way to the top of the pack.
Now with only one company left, we can look at what's driving
this continued growth in Google's market cap.
It's not just the numbers, but qualitatively Google's becoming
a better company. For example, we have the Wall
Street Journal that highlighted this in depth.
Look at all the things that Google has done to lead to this
massive size and it's really impressive when you put it in
perspective how many different things one company's executing
on. If we look back just in August,
Chachi BT was racing ahead with usage and Google is still
competing with them. One of the things that they
highlight that they did here just recently to surpass Chachi
BT in downloads is releasing a new image generator, one that's
lightning fast and it would give the search tighten an edge in a
weak spot for Chachi BT. So we have Google coming out
with Nano Banana, this new image generator that's just
incredible. And it had the top spot in
performance rankings on the platform LM Arena.
That's like a website that ranks how much users like a certain
LLM. It was trending on X and had far
exceeded Google's usage expectations.
By September, Google's Gemini AI app had become the most
downloaded app in the Apple App Store.
That was one of the game changing points.
Up until now, we've seen Chachi BT always rank as #1 like it's
just default position number one in the Apple App Store.
Now we're seeing Gemini bounce up there.
It's getting up to #1 frequently now.
It's not staying there all the time.
Granted, most of the time ChatGPT is there, but Gemini is
getting up there from time to time.
And Google has a lot of ways of getting Gemini access other than
just the App Store now, they say.
Two months later, Google launched its most powerful
Gemini model yet, which surged past competitors to become the
most capable AI chatbot. With that, Google had a
leapfrogged Open AI to the front of the pack.
Just incredible what they were able to do.
This is a line chart going over the relative performance of the
top performing models from Google and Open AI.
As you can see, Google is usually behind, barely coming
ahead of the pack at some points or another.
And now it's not only caught up, but it has it surpassed Open AI.
Right now, Google has the best model on the market available
for users. How is Google doing this?
Well, Google's deep roots in science research, willingness to
pour billions of dollars into developing custom hardware, and
leadership changes in the recent years had cleared the way for a
faster experimentations that are now paying off.
It had also managed to protect an all important and search
business, at least for now, from the surging popularity of chat
bots, which are changing how consumers use the Internet.
Googles AI work has begun generating substantial revenue
through search ads, paid versions of Gemini for consumers
and businesses, and sales of new computer chips developed in
house. The November release of Google's
latest Gemini model outperformed ChatGPT on a variety of
measures, sending Google stocks soaring and triggering a code
red inside open AI. The Google CEO Sundar Pichai
talked up the magnitude of the company's AI push on the day of
the new Gemini model launch. Quote Love to see that we're
launching at the scale of Google, he told employees in an
internal memo. And Sundar Pichai has shown that
he's up to the task. He can do this job and he's done
it really well. All the decisions leading up to
this have actually been incredible, and I will say so
myself. For a time there, I was
questioning Sundar Pichai's leadership a couple years back.
It seemed like he was falling behind the pack.
He wasn't making any big difficult decisions, but really
he was being a little bit coy. He wasn't really talking the
talk, he was more just walking the walk in the background.
All the decisions he made with the investments have really come
to fruition. Over the past year, Google has
done these iterative developments and product
releases, which in hindsight, have actually been incredibly
well executed. In May of 2024, Google
introduced AI Overview. They're short AI generated
summaries that often appear at the top of search results.
The company found that users begin doing more complex
searches, the development of AI mode, a search option that
answers queries, and a chatbot style conversation internally.
The demo after demo showed that showed what could be possible
but also how difficult it was to reprogram search to become
chatbot like while retaining speed and quality.
The doubts with Google, the suppressed stock price and all
the talk of everybody saying that chatbot, he was going to
kill Google inadvertently helped Google.
All right, So everybody's saying that Google's dying was actually
helping Google at the time, because at the time they were
facing a lawsuit or in fact, they actually faced the lawsuit
and they lost. The threat that AI posed to
Google search dominance proved to have a silver lining.
In August of 2024, a federal judge ruled that Google had an
illegal monopoly, an online search and search advertising.
So Google is already guilty of being an illegal monopoly.
Google's lawyer argued that the company's monopoly had
effectively ended with the advent of AI chat bots as
popular new forms of search. So you have Google's lawyers
there saying, look, you're calling us a monopoly, but look
at what all the analysts are saying.
Look what all the investors are saying.
Look at the reason our stocks trading for like a 1718 PE
ratio. Everybody's bearish on our
company because they're saying that we're being competed away.
We're going to we're going to go down, right?
This is something that's bad for the company.
The judge accepted the argument and ruled the Apple deal could
continue with only minor amendments, helping Google avoid
more extreme remedies. So in a different world where
Google had already beaten ChatGPT, where it already looked
super strong, where the stock price is up, where everybody's
saying it's such a powerful company, it's one of the biggest
companies in the world. If Google is going into the
lawsuit with that type of environment, it could have ended
more poorly. They could have said that you
have to split off Chrome. But because of all these
concerns about AI at the time, it actually helped out Google.
Continuing on with Googles rise, we have by October Gem and I
having more than 650 million monthly users, up from 450
million users in July. When we look at this chart, you
can see the usage chart. Now we have Chachi BT up here,
5.8 billion. You know in a month we have
Gemini at 1.4 billion. So Chachi BT is still multiples
bigger than Gemini. That's OK for Google.
Google's making solid progress. But the important thing that we
look at and a trend that I think is worth highlighting is Chachi
BT for two months in a row now has gone down in their monthly
usage. Two months in a row, they've had
a decline in usage. And those two months coincide
with a rapid increase in usage from Gemini.
So Google's fine where they're at right now.
They have a lot of other tools besides just Gemini.
But it is telling that Gemini is growing while ChatGPT is now
declining. Maybe it's temporary.
Maybe this will tick back up for ChatGPT, but as of right now,
just the past couple of months, it looks really good for Google.
Now we're left with Google today in a stronger position than
they've ever been in before. They've successfully fended off
ChatGPT and shown that it's not going to destroy the company.
We also have many other factors we can look at for Google.
I think that Gemini's only part of the story here, and I think
that Google search is actually still only part of the story
here. YouTube is something that most
articles like this don't mention, but when we look at
YouTube, it has two different sections.
It has subscriptions and it has YouTube ads.
So when someone subscribes to YouTube Premium, that doesn't
fall under the YouTube ad revenue segment.
So this actually understates how big YouTube is 'cause now
YouTube Premium has hundreds of millions of users.
When we look at YouTube, this is a massive, fast growing business
between YouTube and subscriptions.
It's growing 15% year over year. I've said before that by 20-30,
I think YouTube in and of itself will be worth over a trillion
dollar market cap. It is insanely valuable.
Think about the story arc of YouTube, a company that's
gaining in total watch time, a company that's so big that every
kid wants to watch it on TV, everybody wants to watch it on
their phone. People now watch too much
YouTube. It's so successful that it's now
a crown jewel on planet Earth. It's something that is very
unique and there's not really any company set up to directly
compete against them. There's streaming services like
Netflix. There's different companies like
Twitch, but they're not even close.
It's difficult to call them real competitors.
So this is a story arc that I believe is about halfway done.
We still have a long ways to go with YouTube.
Then we have Google Cloud. Google Cloud grew 31% year over
year last quarter. Not only is Google Cloud growing
in total revenue very fast, but the operating margins continue
to tick upwards. It's not 24% operating margins.
Those will eventually go above 30%.
And then we also have the cloud backlog.
This is a hockey stick moment for the company.
The cloud backlog went up 78% year over year, signifying that
the future revenue growth of Google Cloud is increasing in
speed, not decreasing. It is going to accelerate this
year. Google Cloud is another
storyline with Google where the story arc is only halfway done.
Then of course, we have Waymo. The last report was that they're
doing now 450,000 weekly paid rides.
These are real rides. No safety monitor, nobody in the
the passenger seat or the driver seat, only the passenger in the
back seat of the vehicle. They're completing 450,000
rides, which is a 125% increase year over year.
So they're over doubling and by the end of 2026 they're going to
over double again. They're going to get to
1,000,000 paid rides per week. They're really taking market
share from the robotaxi networks, from companies like
Uber. They're trying to partner with
them as much as possible because Waymo represents one of the most
significant changes in robotaxi and AV technology.
And this story arc is not halfway over.
This story arc is just beginning.
Waymo's going to be a story that continues to drive Google's
market share for a long time. In the future, when I do my
analysis on Google, the reason that I have not sold any of the
company and I continue to hold my shares, it's not because I
believe it was the deal that it was a year ago.
I certainly don't think we're going to repeat that performance
because evaluation is more fully valued now than it was back
then. But it's because I believe that
Google has a long way to continue organic growth with the
continued storylines of YouTube, Waymo, Gemini, Google Cloud with
their Tpus and their advanced searches.
Google's story is only halfway over.
If anything, it's even less than halfway over.
It's like 1/4 to 1/3 of the way over over this story arc, which
we look at companies in long term stories where valuation
meets the story in the fundamental developments.
We see a company here that still has a great story ahead, and
that's the reason that I refuse to sell it, especially at a high
20s PE ratio. Google's more expensive than it
has been relative to the past year, but it's still not that
expensive given the situation and the dominance that it's
shown. And it's only a matter of time.
Google will continue to grow bigger and bigger.
And in the next year, you may see it approaching the size of
NVIDIA. NVIDIA needs to watch out.
Now, let's go ahead and move on to some news.
Now we first get to the story of David Ellison with Paramount and
this continued saga of him trying to buy Warner Brothers
Discovery and Warner Brothers Discovery saying no.
That's been the story over and over again.
In fact, I think this marks the 7th rejection from Warner
Brothers discovery #7 it's not an exaggeration.
Here's a look at Warner Brothers latest rejection and their
reasoning for it. Let's.
Start with the fact that we have a signed merger agreement with
Netflix. It's a compelling value, a clear
path to closing and protections for our shareholders if
something stops the close, whatever that might be.
And ultimately he didn't raise the price.
So in our perspective, Netflix continues to be the superior
offer a clear path to closing and we believe protection for
our shoulders. We all know, and I think I also
said it that day, the deal is great closing.
Better Paramount's offer continues to be mostly done with
debt, meaning they're buying Warner Brothers Discovery with a
massive leveraged buyout. And we know how that works out.
We've seen so many examples of leveraged buyouts.
A lot of times when you hear the word leveraged buyout, it's like
alarms going off, right? There's just red flags
everywhere going off. And it should be because in many
cases, it puts so much financial pressure on the asset after
buying it that they can't expand, they can't grow.
They're just struck down with massive debt.
It weighs down on the company and if Paramount is successful
in buying Warner Brothers Discovery, it'll be the biggest
leveraged buyout ever done in Mankind ever in the history of
the capital markets. So that's another big concern
for them trying to make these offers.
Warner Brothers is saying that you have to come back to the
table with real cash, not with more debt.
And then we'll look at the deal. Now we move on to an interview
here with Brad Gerstner. This is someone that I like to
get his opinion on things from time to time, see what he's
thinking about the environment. He's very much focused on AI, on
infrastructure, plays big investor into open AI and NVIDIA
and all these top AI companies. And here's how he sees things
looking into 2026. Through this year, but if we
just look at the general operating framework and then
I'll get to NVIDIA, you know, lower taxes, we're in a rate
cutting cycle, inflation under control, you know, earnings
growth is, is occurring. We've got this AI super cycle,
this massive investment super cycle.
We have this reindustrialization and bringing on re onshoring our
national supply chain. That's also a huge investment
super cycle. So the backdrop looks good.
And then we have these companies that are all getting more fit,
right? They're leveraging AI.
This is tough for the employment picture, but it really does lead
to this golden age of margin expansion.
And I think what you heard from NVIDIA yesterday was a lot more
of the same, right. The consensus estimate this year
I think is that they're going to grow earnings about 65%, maybe
30% in 2027. You said it's an earnings driven
market, so they don't need to expand multiple.
The multiple is 25 times earnings.
It peaked in July of 24 at 41 times earnings.
It troughed last April at 21 times earnings.
Now we're at 25 or 26 times. So it's not a demanding
multiple. And as A to shareholders, Scott,
I'm thrilled and happy just to sit here and let an incredible
company generate earnings and let our returns come from
earnings. We don't need our returns to
come from multiple expansion in NVIDIA.
When you're looking at the market, there's so many people
that can be bearish and they point out valuations or they
point out this or that that's gone wrong in the world.
But when you look at what the situation actually is, what
we're actually in right now, we have the best companies in the
world with the brightest minds continually innovating, creating
new new innovations, new products all the time.
And they're experts at running the company, making them
profitable, increasing margins. And we have this, this group of
companies that we can select from that are just spectacular,
whether it's NVIDIA, which continues to create this
ecosystem of hardware accelerating AI or Google, all
the various products that they've they have, or Amazon,
which is another one that is one of my top picks for 2026, a
company that I'm leaning into this year.
The runway of growth through all these different verticals that
were in all these different transformations, whether it's
artificial intelligence, robotics, all the different
tools that they can use to make the company operate more
efficiently, I think we have a lot to look forward to.
And then even when you contrast that with the macro environment,
we do have an environment of overall lower taxes.
Inflation is not out of control. It's basically stabilized.
We have the Federal Reserve lowering interest rates and we
should see that reflected throughout the economy.
We have a business friendly environment.
Now is the time to be invested. It's not the time to cower in
fear over contrived concerns about valuations or that a
company might be at a 30 PE instead of a 25 like he says.
There's always a chance that valuations compress a little
bit, but that's not a concern. If you buy a company that
continually grows earnings, eventually the stock price will
follow the earnings growth. And the companies that I'm
invested in continue to grow earnings at 15% or above year
after year after year. So I see compounding in My
Portfolio this year. I'm going to see it next year.
We'll have some ebbs and flows like we always do.
But I think that overall, this is the correct look from Brad
Gerstner. So great take by Brad Gerstner.
And now we have another example of another great take.
This one comes from Palmer Luckey, who is someone that I
already really like, and he's responding to this new threat
that President Trump put out to defense contractors saying that
he's going to limit their salary to like $100,000 per year.
And this is Palmer Luckey's response to that threat.
If I am getting paid by taxpayers, they should have the
ability to elect people, elect representatives, elect you, who
will then nominate people who can hold me to account in any
way they wish. If they want to say that I only
pay myself $5,000,000 until I'm caught up with my schedules,
they should be allowed to do that.
If they say that I'm not allowed to pay myself $1.00 until I get
caught up, I think they should be allowed to do that.
When you you are working on the when you are working on Taxpayer
9, there is no level of oversight and intervention that
I am against conceptually. Now, I think some of these might
be bad moves. They might not necessarily help
the defense base, but in concept, I think everything
should be on the table. And I think it's even good maybe
to scare some people. Sometimes you don't necessarily
go to people and say this is the way it's going to be forever.
You say this is how it's going to be until you get your act
together. This is such an accurate take.
These companies that extract billions of dollars, 10s of
billions of dollars from the US government should be held to
close account. That's money coming directly
from taxpayer money. That's money that you and I are
paying with every single paycheck.
And the government should be able to hold them to account to
put any restrictions they want A 100% accurate take.
And it even goes on to relate it as like a a a parent child
relationship. Remember being a teenager, your
parents say you're grounded until XY and Z bring up your
grades, solve your problems, and then we will talk about altering
the deal. You, you say, but but this deal
has so many problems. If it's like this my whole life,
if I'm grounded for the rest of my life, that means I'll have no
social life. And your parents are not
necessarily looking to ground you for life.
They're saying right now you're grounded.
And I think that that's what you're seeing right now.
It's not necessarily a lifetime. Let me, let me jump.
He's spot on here. If these defense contractors are
not doing the job, they should not be making big money,
especially from taxpayer money. We should be extremely strict
with what we're doing with our taxes and make it go as far as
possible. So when Palmer Luckey is asked
about this, he could get defensive and try to point out
flaws in the policy. But instead he's saying the
government has every right. And that's the exact, exact
right. Take Care.
Now when we look at other news here, we have this one that I
heard about a day or so ago. We have Trump threatening to ban
Wall Street investments in single family homes.
Now this has been a common complaint for a long time.
Home prices is one of the biggest things that that non
homeowners, people that are renting complain about.
You just can't find a home that's affordable.
The increase in price with homes nearly doubling over the past
five years in value, and the fact that interest rates are
higher, the combination of those two things make it so that homes
are incredibly unaffordable for most Americans.
You're lucky if you can get into a home.
And what President Trump is doing here is trying to address
this. He said, quote, for a long time,
buying and owning a home was considered the pinnacle of the
American dream, saying that the big investors aren't the primary
problem. In fact, if you look at who owns
the majority of investor held homes, it's not big Wall Street
corporations. It's small time investors,
people that may just have lived in a home and then they bought a
new one and they're renting out the old one.
That type of situation happens frequently and in fact it makes
up for 87% of investor held single family homes.
Small investors own the majority of them, but that doesn't mean
that Wall Street is not a problem here.
Wall Street institutions such as Blackstone, which is frequently
confused with BlackRock. BlackRock does not own single
family homes. Blackstone does.
But you have American Homes for Rent and Progress Residential
have bought thousands of single family homes since the financial
crisis in 2008. By June of 2022, institutional
investors owned around 450,000 homes, around 3% of all single
family rental homes nationally according to 2024 study by the
Government Accountability Office.
So it's not the the biggest problem. 3% isn't like they're
not buying 20% of homes. It's not like they're buying one
out of every five. But 3% is still a lot. 450,000
homes is still a lot. And I have to believe that if
this stopped, if Wall Street was prevented or prohibited in some
way from buying up single family homes, it would drop home prices
to some degree. Even 3% does put stress on the
home market. It does increase value.
So taking these buyers out of the market will make prices come
down to some degree. I think this has to be one of
the most popular policies ever. I, I can't imagine there being
really any pushback to this. I, I just can't imagine it.
Who's going to be upset by Trump threatening to kick out these
big firms from buying single family homes so that people can
rent from them forever? I, I don't think there's anybody
that's really going to have too big of a, a problem with this.
No one's going to say, hey, I really am concerned about
Blackstone. That's my priority.
I just, I just am really looking out for Blackstone.
Like nobody's going to do that. This will be one of the most
popular moves Trump has made recently.
Now finally we get to the fail of the week, which in this case
is a prankster, which at one point far back in history, there
was a point where pranks were harmless fun, where they weren't
really disruptive or obnoxious or harassment.
And that point has been long crossed.
For the past couple decades, it seems like pranks have just
evolved further and further to the point where now prankster is
one of the worst category of people.
If you're a prankster, you're probably just annoying people
around you, you're probably a pest.
You're you're probably just a nuisance to society in general,
and most people would rather you just go away and stop doing
pranks. And in this case, it's no
different. The only thing that's really
changed in this case is that the pranks are now implementing AI.
So we have a story here. This is from KPTV News.
It's a local news broadcast. We'll go ahead and just listen
to some of this. Time Police say a man has used
AI to create a fake and frightening scenario, this time
here at the Marathon gas station on Southern and Dixie, and now
he's charged with resisting an officer.
This content creator, as they call him in the news report,
created an AI video of this gas station.
So like, he took a video of the gas station, and then he imposed
an AI video of somebody being dragged away from the gas
station. And of course, they look very
real. Like if you're just on your
phone and you create an AI video and you make it look realistic,
some of them are now virtually indistinguishable, just
especially at a passing glance. And then he showed it to the
clerk in the gas station. And then the clerk and him got
in a confrontation which led to him being arrested.
He in fact, is OK being arrested because that means that he's
making exciting content. But officers say he admitted he
did the actions that night to make more social media content
and said people would, quote, love his content more because
he's willing to get arrested. What has society gotten to the
point where now we're getting arrested to create content
that's content creation in 2026? You're willing to just go out
there, annoy people, get arrested, upload it, and then
all is good. And again, he's encouraged by
this. He continues on.
Her an AI video of her truck being stolen and tried to get
her into his car to catch the guy.
He took a video of of her car, imposed an AI video of her car
being stolen, you know, driven away by someone, showed her that
showed her her car's being stolen.
And then I don't know if I heard that right, but it sounded like
he tried to basically kidnap her to get her in his car.
But don't worry guys, it's just a prank.
This is just a prank. Even though I'm trying to abduct
someone and showing false information to alarm them, it's
just all a prank. We'll put it under the prank
umbrella. It was shocking, honestly, how
realistic the video was, and that's the problem now these
idiot pranksters can do this and their videos look real.
They look real. Anybody can make these videos in
a second. He did another prank while in
Home Depot showing a video to someones wife that was shopping
around. Like a couple shopping around of
the husband kissing another woman.
So he made a AI video on the fly that can be made in like 5
seconds and showed him this, which caused another stir which
caused the cops being called on him again.
Just annoying pest behavior causing disruptions, annoying
other people that they're just trying to get through their day.
Like people want to go to Home Depot just to look around and
shop, maybe do a home project. They don't want to deal with an
annoying person and his phone making AI videos filming them in
a private business. But here he is excited about
this content creation. I'm kissing another woman and
showed it to the man's wife while recording her reaction on
his meta glasses. That's going to be, my gosh, the
metaglasses. He's also implementing that
technology, Mark Zuckerberg's brilliant idea of the
metaglasses, where you can, you can record anybody just with
your glasses. And of course, he's using it
exactly how we knew people would use it.
This is the great technology that these companies are making
being used. And of course, the most
predictable ways possible by the worst people to invade people's
privacy, disrupt their day, film them in private areas without
their consent. And here he goes.
And this is his reaction when being confronted about this.
I just made a venue. With this one boss, I think my
last one at Home Depot hit like I think like a mill.
We need to get ahead of this. This is the type of person that
we need to get ahead of this type of behavior.
There needs to be laws immediately drawn to deal with
people like this. If people like this are
incentivized through social media to ruin other people's
days for content for their benefit, we need to come down
hard on this type of thing. People like this will not learn
unless there's real consequences.
First of all, the companies that are empowering him to do this,
the social media companies that are allowing him to upload his
content and monetize disrupting other people, the the companies
like Google and Meta that are making the AI that he's using to
make these videos should immediately revoke their access.
He should be permanently suspended from being able to
access these tools and Meta with their glasses, which he's using
to record people privately and businesses should also revoke
access. Meta makes you sign user
agreements when you buy their glasses and when you use them.
They should find out people like this and revoke their access
because this is going to be a much bigger problem unless it's
addressed. This is the fail of the week for
a million different reasons, but hopefully we can get on top of
it. Hopefully we can avoid this type
of thing from becoming a bigger problem 'cause this person right
here is just the beginning. If this type of thing's allowed,
it's going to happen 1000 times more.
That's going to be it for this episode.
Hope you enjoyed. See you in the next one.