DeepSeek, the Federal Spending Freeze, and America’s Innovation Crisis

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  • Опубліковано 5 лют 2025

КОМЕНТАРІ • 757

  • @xBIGMUSCLEx
    @xBIGMUSCLEx 8 днів тому +307

    The assumption that innovation can only be had through extreme capital expenditure reflects our top-heavy societal structure. We justify extreme wealth inequalities with the argument that a few people need to have ALL the money for us to progress as a society.

    • @3d4fun96
      @3d4fun96 8 днів тому +11

      You’re a clear-sighted person, and I’m the only one who stands by you. You should realize how sick this society has become. The poor stay poor because they deserve to - that’s the unfortunate truth.

    • @bushidofreakz
      @bushidofreakz 8 днів тому

      And time and time again China or any other country out there has proven this system is wrong. With only 5.6Million and heavily sanctioned they can achieve what Silly-con Valley Techs have achieved wasting hundreds of Millions even Billions 😂

    • @maartent9697
      @maartent9697 7 днів тому +7

      Nice change to see an non botted intelligent comment section!

    • @maartent9697
      @maartent9697 7 днів тому

      @@3d4fun96 Mostly due to populists and people not trusting facts anymore, just glance at Trump inauguration front row seats where the 5 richest Americans in the world. It's not going to be United States of America for long more like Unified Power of Oligarchs.

    • @briAction
      @briAction 7 днів тому

      ​@3d4fun96 the poor stay poor because the system is designed to establish a permanent underclass. There is no innovation because we have to focus on keeping our homes and health care instead of having a basic social safety net to allow people the peace of mind to use their intellect for creativity.

  • @Anthony-dy5cq
    @Anthony-dy5cq 8 днів тому +465

    Austerity for the poor, socialism for the rich.

    • @Praisethesunson
      @Praisethesunson 8 днів тому +22

      Conditions in the West will worsen for the people who don't fight against it.
      Meanwhile the rest of the world is making notable strides towards independent development.

    • @JinKee
      @JinKee 8 днів тому +8

      Milk and honey for the robots

    • @Leto2ndAtreides
      @Leto2ndAtreides 8 днів тому +5

      Considering the layoffs in Tech, it's austerity for the rich causing austerity of the poor.

    • @hahamasala
      @hahamasala 8 днів тому

      Trump promised he'd be a dictator and that he'd givetax cuts for the rich and everybody knew he was going to cut programs for regular people while implementing tariffs that will spike inflation...
      AND PEOPLE STILL VOTED FOR HIM!

    • @TitanRC
      @TitanRC 8 днів тому +4

      Scaffolding bot comment ^

  • @stevechance150
    @stevechance150 8 днів тому +214

    Why The F*** am I paying Open AI $20 a month for a ChatGPT account, when DeepSeek is free?

    • @Praisethesunson
      @Praisethesunson 8 днів тому

      Because the only way companies want you to buy things in the West is via subscription and mass data harvesting.

    • @xguti001
      @xguti001 7 днів тому +8

      DeepSeek is not as great and its censored when it comes to asking it about the CCP

    • @AFollowerOfCanti
      @AFollowerOfCanti 7 днів тому

      @@xguti001 you can download it and use it without the censors lol

    • @dfv671
      @dfv671 7 днів тому

      @@xguti001do you ask a lot of questions about the CCP in ChatGPT? Smh

    • @thymos6575
      @thymos6575 7 днів тому +115

      @@xguti001 tf u gonna do with info about ccp lol? most people use AI for programming and research basis other than that are students

  • @marklouieadame
    @marklouieadame 7 днів тому +129

    The fact that in US the cost of tuition fee is astronomical we will never catch up we will end up importing talent and pretend we made it

    • @yesmmm9211
      @yesmmm9211 7 днів тому

      如今人才已经发现在美国面临来自大洋彼岸的强大竞争,将使自己所做的一切一事无成,因为他的亿万富豪老板并没有打算走大路。

    • @truthfinder8652
      @truthfinder8652 7 днів тому +13

      America was built on importing talent, hope you know that American is the Land of Indigenous people and everyone else is just an immigrant in USA,,

    • @London-m4g
      @London-m4g 7 днів тому

      ​@@truthfinder8652I agree, European migrants have at best 500 years (ignoring failed Viking settlements) while Amerindians have 26x as long.

    • @coliv2
      @coliv2 7 днів тому +15

      In the future the talent won’t come because there’ll be better places to go.

    • @kostoglotov2000
      @kostoglotov2000 7 днів тому +2

      Game set and match.

  • @KylaScanlon
    @KylaScanlon  8 днів тому +271

    Thanks everyone. Weird times, and I really appreciate you all being here. Will do my best over the coming months to try and simplify these complexities.

    • @blurpos
      @blurpos 8 днів тому +7

      Please keep posting here, I dropped insta and have no other socials.

    • @mooreevair
      @mooreevair 8 днів тому +1

      I enjoy your work. Please continue if you can. ❤

    • @AMcGrath82
      @AMcGrath82 8 днів тому +1

      Probably your best video yet.

    • @adrianr87
      @adrianr87 8 днів тому +3

      This will become one of the most important spaces in the near the future.

    • @elscorch1890
      @elscorch1890 8 днів тому +3

      REBOOT

  • @Llkc60
    @Llkc60 7 днів тому +73

    The us isn't in a cold war with China it's in a cold war with itself. - I really like that ❤

  • @iAnthuny
    @iAnthuny 8 днів тому +77

    We are eating ourselves alive. Divide and concur is winning.
    Thanks for your thoughts, Kyla.

  • @Aurica34
    @Aurica34 8 днів тому +102

    It is a watershed moment, now people will ask if they can do more with less. It is not just a Chinese thing. Developers around the world will now think, do I really need a huge investment to develop AI?

    • @loirecheung4440
      @loirecheung4440 7 днів тому +20

      Do you really believe the US developers really put in the money they claim into development.... or their pockets? 😂😂

    • @Mandelasmind
      @Mandelasmind 7 днів тому +9

      @@loirecheung4440yeah it’s just scams all around

    • @marcialabrahantes3369
      @marcialabrahantes3369 7 днів тому +1

      the answer will always be yes... until the "end of the road" is discovered i doubt there'll be a stop to find the holy grail of AGI

    • @YM-ex8hh
      @YM-ex8hh 7 днів тому +4

      Not the devs but billionaires aka oligarchs wants more yachts

    • @Questtechie
      @Questtechie 6 днів тому

      On the CS Side we've been praying to force more efficiency

  • @liamporter1137
    @liamporter1137 7 днів тому +80

    US wants to use high tech including AI to dominate and control the world (another form of colonization) just like they use their dollar and military. They are betting on high tech as they know their dollar and military are numbered. Now they suddenly realize their last bet on AI is also collapsing.
    Actually, US decline is not as this fast. But the sanction force China to be self sufficient and thus US decline has speeded up. All the problems faced by US are self inflicted.
    When US cannot beats China fairly, uses lowlife tactics such as sanction, tariff and gotten Canada to detain Huawei CFO illegally (tried to use the same tactic as how US destroyed French's Alstom). US just want to contain China progress by all means which includes spreading lies, disinformation, false accusations, implementing sanction and ganging other countries to suppress China progress etc. US has lost their dignity in front of the world to see. US accelerates their own decline. Pretty stupid to me. US lies and security is just an excuse. US dare not say that US just want to contain China progress by all means.

    • @mattg5978
      @mattg5978 7 днів тому

      You do know that the United States runs a trade deficit with China. That is good for China and bad for the US.

  • @szolanek
    @szolanek 7 днів тому +8

    Wow, wow, wow!
    I am grateful for these Chinese guys , not only for their genius inventions, but "introducing" me to dozens of great content creators, I didn't know they existed.
    This one is also pretty. I wish, she didn't work so hard to put clips there I just love listening to her.

  • @digitalnduja8503
    @digitalnduja8503 7 днів тому +32

    Companies in a monopolistic position don’t tend to innovate. It’s a lower risk option to ensure the continuation of the monopoly rather than innovating to maximise profit.

  • @bradyfractal6653
    @bradyfractal6653 8 днів тому +65

    Kyla is consistently bringing the most relevant, insightful and potent signals through the noise of the internet. Never change Kyla!! You're a diamond in the rough, and I'm grateful for you and the talents you share as a journalist, communicator, and content creator. Every time you cover a topic that has been on my mind, you take words out of my head in a way that is validating and makes me feel and less lonely in this wild world.

  • @raylee9721
    @raylee9721 7 днів тому +10

    Rednote, DeepSeek downloads went up as 2025 begins. What a New Year start, the year of the Snake. Both apps are free means people win. Congrats people.

  • @grid-panda
    @grid-panda 6 днів тому +6

    In the 1980s, a young Chinese professor visited the United States for a period of time. After returning to China, he wrote a book called "America Against America", which detailed the structural contradictions of the United States and boldly predicted that these contradictions would always erupt when the United States encounters a real opponent. This person is called Wang Huning. Now,he is one of the seven highest members of the Chinese Central Political Bureau.

  • @mijmijrm
    @mijmijrm 7 днів тому +22

    it's interesting that, if there's some description of how China is doing something useful, there is always the added "they're not perfect". It's an American instinct, i suppose. USA creates an "enemy" aura about independent states. (If they're not part of the Empire, then they're the cause of chaos in the world and must be enlightened.) And we all know that, they must be kept at arm's length. No matter what the discussion.

    • @lana-jg4ho
      @lana-jg4ho 7 днів тому +1

      Good catch lol

    • @Vasilefs_Terranorum
      @Vasilefs_Terranorum 6 днів тому

      Indeed, its an instinctive western supremacism in assuming that anything non-western (ie not an individualistic, nationalistic, liberal democracy) must be evil. This is equally strong in the liberals and the right. Quite possibly a consequence of the complete absence of an actual Left in the West.

  • @hursantb7957
    @hursantb7957 7 днів тому +12

    In my opinion Deepseek showed that investing in humans(experts) is much more important than buying latest hardware.

  • @Pizzagamerboi
    @Pizzagamerboi 8 днів тому +12

    This video is far better than the 100’s of articles I’ve read about in the news. This is what I needed! Amazing! Keep it up!

  • @corrado750
    @corrado750 7 днів тому +7

    You're just brilliant. As a European I always struggle a lot with the assumption that USA is the people blessed by God and therefore they have The Mission to lead others. I'd love to see more Americans like you who aknowledge that their society and their business and financial model have some fundamental issues.

  • @drama_rama_
    @drama_rama_ 6 днів тому +2

    kyla, you are amazing - always saying the things that need to be said. well-researched, transparent, no agenda - with a focus on the good of humanity at large. it's been years and i always look forward to your videos - please never stop!

  • @WBF_III
    @WBF_III 7 днів тому +5

    This one really showcases your recent increase in production value. Great audio and editing worthy of the importance of this message!! The US has a deficit of imagination, and the DeepSeek situation lays it bare.

  • @flaskwater44
    @flaskwater44 8 днів тому +31

    Some have said this is a "Sputnik moment". It's more of a "Kalashnikov moment". Everyone is going to have AI(capability/weapon) and use it for their own, likely not US aligned, purposes.

  • @Maisonier
    @Maisonier 8 днів тому +24

    Great video! Liked and subscribed. Greetings from Argentina, we're experiencing similar policies under Milei's government, with severe cuts to public services and social programs while mainstream media keeps portraying it as 'economic recovery'. Keep exposing these issues!

    • @marcialabrahantes3369
      @marcialabrahantes3369 7 днів тому

      Argentina is a completely different monster. Tienen que borrar al peronismo de su ADN si o si

    • @mcgc93
      @mcgc93 7 днів тому +6

      Ah yes. Economic recovery : more money but not for the people

    • @oldskoolmusicnostalgia
      @oldskoolmusicnostalgia 6 днів тому +1

      You can only have economic recovery after successfully engineering a recession.

  • @MichaelPhoenixCrow
    @MichaelPhoenixCrow 7 днів тому +12

    Great perspectives. As someone who grew up in Silicon Valley watching the core aspect of what made it successful you touch on the crucial points.
    The innovation of the tech boom in San Jose was born from a combination of creative techno hippies in sandals, massive military spending because we had no real threats, a work fast and break things rebellious approach to old guard methods, a general energy that gave a feeling of serious upwards mobility and an open source model that plugged as many users into the systems at no cost. Sadly we have reversed all of this. The techno hippies got replaced by an old guard which aligned with making big money instead of making great change. The massive military spending has been curtailed because we are at present stomping on Countries across the globe and are so over extended we have threats that we created everywhere. The work fast and break things model is being crammed into a control all narratives and censor free expression approach. And the general feeling of upwards mobility has evaporated as we have gotten hedonistic lazy and self gratifying as a culture while shoveling all our cash upwards to people who are more interested in maintaining the status quo than moving the paradigm needle ahead.
    The biggest part of the rise of the Valley is that it was a natural occurrence based on a complex set of coinciding inputs. It can not be re-created. It was a massive self organizing process that initially brought the entire society upwards. To even somewhat get back to these roots we need an entire army of young techno hippies who have aspirations and are inspired and are incentivized to think big and risk big. The entire upper echelon of big tech needs to get wiped off as they are obstructing the process. They need to mentor and train as much as they can and let go and let the new blood be birthed. However this new birth will take decades since we have essentially socially engineered our society to force the population into a severe state of haves and have nots. And we have created through institutionalized social engineering and financial engineering a society of glamour and illusion with no real incentives to create tangible production.
    The big investment that pushed into China and now with the varying coinciding variables that have pushed them to open up and wisely fund within has set them up for decades of prosperity and innovation. And the open approach versus the USA protectionist approach is winning as natural law is prevailing. The US elite live on smoke and mirrors and continue to reference our bygone age and our exceptionalism which no longer exists. And the overall global engineering that has shifted things to the most practical and efficient is also a natural process. China is decades and decades ahead of all key sectors of tech because they did the work and suffered greatly because of it through the process. While in the USA we have slept in silk sheets producing less and less and trying to control more and more.
    The core spirit of the Valley at its initiation points was to open society to all and democratize information so all could be informed equally. This allowed for so many more people access to certain entry points and was truly at its core merit based in the real sense. This has all been reversed because the the techno hippies in sandals were replaced by suits and glamour. It is also age related as those who are young risk more and are less concerned with losing it all while now with these giant paychecks they all get they have so much debt and houses cars and bills they must maintain their valuations just to keep their lifestyles.
    Reversing our decline is going to be a serious challenge as it took a special set of circumstances and a general basis of abundance and a free spirit to achieve what we did. But it surely is not going to be done by the Sam Altmans or the geriatric old guard clinging to power in the USA.

    • @Quagma-b2i
      @Quagma-b2i 7 днів тому +4

      Thank you. This is very insightful. It does seem like the magic has gone. As an outsider, it looks that way, at least.

    • @electricAB
      @electricAB 3 дні тому +1

      Reminds me of a saying older than I am..
      “How do you keep the party going?”
      “You don’t. The party moves on.”

  • @gumonmyshu
    @gumonmyshu 7 днів тому +5

    AI investors: How many glasses of milk do you need?
    US: The whole cow
    China: Two glasses

    • @saellenx3528
      @saellenx3528 7 днів тому +5

      US: whole farm actually and farm next to it as well or else.

  • @MichaeldeSousaCruz
    @MichaeldeSousaCruz 8 днів тому +40

    Efficiency for Things, Effectiveness for People.

    • @Praisethesunson
      @Praisethesunson 8 днів тому

      Tell that to the robo operator as a cheat code to get an actual human that can help you

    • @MichaeldeSousaCruz
      @MichaeldeSousaCruz 8 днів тому

      @ I’ll give it a try

  • @dubnet69
    @dubnet69 7 днів тому +2

    Hey Kayla,
    Just watched your video on DeepSeek and wow, what an analysis! As someone here in NZ who's seen firsthand how the political landscape can shift dramatically (especially post-"C event"), your points about the US facing a "cold war" over innovation really resonated.
    DeepSeek's efficiency is mind-blowing, and you've nailed the questions about the sustainability of big tech's AI spending spree. Coming from a strong social background myself, I've always felt that progress shouldn't be measured solely in dollars, and your video perfectly captures that sentiment.
    Thanks for challenging the status quo and sparking this crucial conversation.
    Cheers for all your awesome wisdums!!!

  • @hyquiemistheg.o.a.t1671
    @hyquiemistheg.o.a.t1671 8 днів тому +38

    I mean this is not surprising… The first people American AI enthusiasts threatened were the people who created and developed AI. Consequently, the effort put into AI was subsidized with boat loads of money and overrated belief in cutting down the tech workforce. Around this time was also when Elon dramatically shortened Twitter, so the fuel of the Altman fire was there. It goes to show how when you manipulate the key workforce behind your “latest and greatest,” becomes staggering, so do what they produce. Maybe if American businesses were not so focused on putting their employees in a rat race, they could actually build something like back in the day with the Macintosh.

    • @erikschafer5176
      @erikschafer5176 8 днів тому +1

      > The first people American AI enthusiasts threatened were the people who created and developed AI
      Who? Where? When?
      > Consequently, the effort put into AI was subsidized with boat loads of money and overrated belief in cutting down the tech workforce.
      What do you think is the proportion of subsidy vs private financing? And where in the world was the idea that this cuts down the tech workforce?
      Let me just ask deep seek for you lol (Ironically DeepSeek doesn't have a large enough context window for the ai-generated transcript of this video, so I asked o1)
      ====
      Short Answer
      There’s no widely documented instance of American AI “enthusiasts” threatening the very engineers who built these models. If the comment is referencing recent tech layoffs or high-profile disputes (e.g., Elon Musk’s changes at Twitter), that’s not the same as literal threats against AI developers-it’s more corporate cost-cutting or a shift in strategy.
      U.S. federal subsidies for AI exist (e.g., through DARPA grants, the NSF, the CHIPS Act, etc.), but private funding from big tech far outweighs direct government “boat loads.” Companies like Microsoft, Google, OpenAI, Meta, etc., collectively invest tens of billions-dwarfing government allocations.
      The idea that AI specifically aims to reduce the tech workforce isn’t a formal policy anywhere. Layoffs in tech over the last couple of years have been driven by factors like overhiring during COVID, macroeconomic shifts, and strategic pivots-not usually an explicit goal to “cut down” developers in favor of AI.
      ====
      (It's me again) I'll also point out that tech sector total employment has grown every year since 2017.
      Like yes, quota systems are bullshit and stupid and hire-to-fire and all that culture is ass, but like, it's such an extreme example of missing the forest for the trees.

    • @hyquiemistheg.o.a.t1671
      @hyquiemistheg.o.a.t1671 8 днів тому +2

      @@erikschafer5176 While you have great points, it doesn’t depart from the fear mongering the dev world is going through. It is my failure to clarify that I am not referring to the creators of the models themselves, as they’re probably locked up in a basement to churn out AGI, but rather those who had to implement AI into their work flows. There are many examples in where key software developers were laid off as they were considered an over hire. On the other hand you also have companies such as Devin, who sought to replace software engineers. Additionally more layoffs happened in the ability to outsource work, which while not exactly AI, it was used to promote fear mongering.
      The point of my original comment was to highlight the irony the American corporate world rolls in, while people who work highly skilled jobs such as software development are tossed without remorse.

    • @erikschafer5176
      @erikschafer5176 7 днів тому +2

      ​@ I mean, at my job, I'm virtually prohibited from using ai right now because uh "risk management" reasons. Which IMO sucks pretty hard but is a special case.
      But anyways one part of my point is that while yes, tech layoffs happen, *on net* we are adding tech jobs. And often these companies doing layoffs are *still growing headcount on net*. People, the news, blame x y or z reason for the layoff (and make it a big deal), but the real reason is the company is doing shitty performance management that does regular cycles of performance based separations while hiring everyone vaguely qualified.
      So: *on net* as an economy we are adding tech workers, and often *on net* these tech companies doing layoffs are adding workers. So the story about layoffs imo is overstated.
      Side note this:
      > Additionally more layoffs happened in the ability to outsource work, which while not exactly AI, it was used to promote fear mongering.
      Is actually (might be misunderstanding) a really insightful way to think about AI, it *can* be exactly like offshoring (and that's not necessarily a bad thing -- lump of labor fallacy)
      And there's this paradox with stuff like Devin that we see *a lot* in the real world, I think Kayla mentions it, where driving down the marginal cost of some thing can *increase demand* for that thing so much that it can create net job growth (ATM machines and tellers are a canonical example). The other effect is having (tech) workers substitute their labor away from coding and towards other parts of their job -- e.g. tech lead style system design, project management, which incidentally is exactly the career trajectory of every junior dev.
      But anyways: one of the outcomes of (hypothetically) making ai systems that competently write code and software solutions is a dramatic increase in the demand for other parts of the software skill stack, and an enormous increase in the kinds of problems we use software to solve.
      As for an air of pessimism there is some (i.e. in my social circles) but like, idk, I think it's the same reasoning as the luddites more or less.
      Anyways sorry if i had harsh tone (i'm bad at that) and thank you for your good and thoughtful reply

    • @olderchin1558
      @olderchin1558 7 днів тому

      The US is a country of lawyers, politician, and entertainers. And it has long being a Tonya Harding disciple.

  • @MozD
    @MozD 6 днів тому +2

    “We measure based on dollars spent… even our pensions depend on [this]” Its sentences like this why Kyla is the only analyst worth listening to.

  • @senorclouds
    @senorclouds 3 дні тому

    “We might have been confusing spending with innovation” fantastic sentence. This is definitely my favourite Scanlon Report. Huge themes 🤖🤯

  • @3d4fun96
    @3d4fun96 8 днів тому +23

    In the U.S., AI is a money-making tool that makes the rich even richer; in China, AI is a free gift that improves life for everyone.

  • @Bronxguyanese
    @Bronxguyanese 7 днів тому +4

    Vivek ramaswamy has a point about Americans and mediocrity. This shows how America is loosing the Ai war.

    • @tonyc3716
      @tonyc3716 6 днів тому

      vivek is a pump & dump scammer, you shouldn’t listen to anything he says.

  • @momo36542
    @momo36542 8 днів тому +10

    US is a rich country with an abundance of talents. The US need to stop spending money and efforts in interfering in other countries' affairs and spend the money on itself and her people. Reign in the rich and think about the 90% of the population!

    • @Praisethesunson
      @Praisethesunson 8 днів тому

      Best we can do is spend more military jet that doesn't work well. Instead of into the populations dental health.

  • @memorycurse1342
    @memorycurse1342 8 днів тому +6

    Thank you for doing what you do, i think you're one of the best internet voices on these subjects currently. What you do is inspirational, and i hope you have as little stress as possible as you navigate through everything going on.

  • @rajenwilliams
    @rajenwilliams 8 днів тому +20

    Great video and explainer, Kyla. Thank you for this.

  • @bernieapodaca2912
    @bernieapodaca2912 7 днів тому +2

    America was built on the back of the middle class. And the middle class had opportunities in a capitalist market where the laws of supply demand worked. But when corporate capitalist’s buy lobbyists, who’s entire being is designed to convince politicians to change laws so that they benefit and favor the corporate capitalists, then the working class, which used to be the middle class, is no longer powerful and strong. The antitrust laws that protected our opportunities to compete in market sectors, have been weakened and diminished to the point that there is no guard rail to keep them and their insatiable appetites from totally owning every industry in every sector.
    Subsidies and finances that are given to these large corporations are just a politicians way of transferring wealth to giant corporations who are claiming taxpayer money as “their entitlements”.
    An essence, the rich have figured out a way to turn the citizens into a production format, the generates taxes that they transferred to themselves.

  • @wandaespana2577
    @wandaespana2577 8 днів тому +10

    You’re gonna be busy for the next 4 years, keep it up!

  • @cmv928
    @cmv928 8 днів тому +5

    i didnt you had longer form content, you are one of my favorite minds out there.

  • @asv2442
    @asv2442 7 днів тому +2

    "America is in a cold war with itself."
    Absolutely perfect

  • @rickardostergard837
    @rickardostergard837 4 дні тому

    Refreshing to see such honest critique of US market fundamentalism. Not just AI costs, but who innovation actually serves. Thank you for this perspective

  • @Milkbone97
    @Milkbone97 8 днів тому +10

    Careful, Kyla. They might start calling you a socialist/communist/marxist/leninist/liberal if you keep talking like this.

    • @AvelierPlays
      @AvelierPlays 7 днів тому

      Let them, it proves that Capitalism and the American empire is collapsing

    • @RealChialike
      @RealChialike 6 днів тому

      So sad that this is where we’re at. You can’t have solid nuanced opinions because then you’re not left/right enough. This shit is going to be the death of us. We can’t even come up with serious bipartisan solutions to real problems because we can’t stop with whataboutisms and policing of “you’re not red or blue enough”

  • @ttcc5273
    @ttcc5273 8 днів тому +12

    I asked Deepseek how to afford one dozen eggs and it told me to take out a loan 🤷‍♂️

  • @shakksaikia7643
    @shakksaikia7643 7 днів тому

    A 17 mins video of being a realist in this murky environment! 👏 loving the facts

  • @EdwardPrescott709
    @EdwardPrescott709 6 днів тому +261

    Over the last 15 years, the stock market and broader economy were heavily influenced by over $8 trillion in Federal Reserve Quantitative Easing, but given current conditions, it seems highly unlikely that the Fed will repeat this on the same scale. Unlike in 2008, when QE was first implemented amid mild deflation, today's environment is marked by persistent inflation risks. If the Fed were to restart large scale QE and drive real bond yields deeply negative, it would quickly become the primary buyer of U.S. government debt, a scenario that risks fueling double digit inflation. With a $2 trillion annual deficit and over $7 trillion in U.S. Treasuries maturing each year, the government faces significant refinancing challenges, making uncontrolled money printing unsustainable. In this volatile landscape, strategic investing has never been more critical I’ve grown my nest egg from $210K to $832K in just a few months, thanks in part to Milton Harper’s deep market expertise and disciplined approach.

    • @EdwardPrescott709
      @EdwardPrescott709 6 днів тому

      He mostly interacts on Telegrams, using the user-name,

    • @EdwardPrescott709
      @EdwardPrescott709 6 днів тому

      @MiltonHarper

    • @MichaelPhillips-x2e
      @MichaelPhillips-x2e 6 днів тому

      My favorite TA man. always on the ball, honest and to the point I like his core analysis, one of the best.

    • @andreasgappmaier5
      @andreasgappmaier5 6 днів тому

      I appreciate the professionalism and dedication of the team behind Milton’s trade signal service.

    • @Germaine-b5x
      @Germaine-b5x 6 днів тому

      The market has gone berserk! whether you're a newbie or a veteran trader, everyone needs a sort of coach at some point to thrive forward.

  • @matten_zero
    @matten_zero 8 днів тому +16

    Speed running our way to Bladerunner. The only way out is through. People only learn through tragedy. Accelerate

  • @Freyaaq
    @Freyaaq 8 днів тому +2

    Kyla, you’re on next level lately 🎊 thank you! 😊

  • @xtangero
    @xtangero 7 днів тому +1

    Fantastic video, really great insights, lots to unpack, had to give it a rewatch to make sure I got everything
    I really fear companies will take all of the wrong lessons with this Deepseek business, and I really appreciate what you have to say about finding efficiencies. Our model of capital expenditure seems to exist mostly to propagate itself rather than actually promote innovation, and I think it's something that exists as a constant in western tech (and related entertainment sectors) as a whole, not just AI, and I can only pray that someone shaking up the industry this hard really challenges investors' mindset about the necessity to light literal mountains of cash ablaze in pursuit of this.

  • @DJCJ512
    @DJCJ512 8 днів тому +5

    Really love that you included a Richard Shear video! Takes me back to

  • @thepinkjournalrehearsalpro5390
    @thepinkjournalrehearsalpro5390 7 днів тому +1

    I love your voice. And I don’t mean sonically but in your writing. It’s so powerful.

  • @GeorgeP-uj8xc
    @GeorgeP-uj8xc 8 днів тому +7

    I'll be real with you, the Reboot scenes caught me off guard

  • @seaanemones
    @seaanemones 8 днів тому +15

    thank you for the steadfast reporting. please stay close to the values you hold in the coming years; when this tech-bro frenzy inevitably burns out, we are going to need people who haven't been lost in the [endless consumption and gigantic capital expenditure] sauce

  • @aldodellasera3188
    @aldodellasera3188 8 днів тому +2

    It is understandable and hurtful for many, but remember the spending and deindustralisation of America will collapse the country. I have suffered many times when i have gotten layed off before. This economic path is unsustanable, so fix it now

  • @HongXiuquanDaGOAT
    @HongXiuquanDaGOAT 7 днів тому

    Incredibly insightful video, love that you didn't just give a dry report on the factual information of current events, but rather, put the whole thing into its proper historical, socio-political, and economic context. Near the end of the video you insightfully stated, "If you're going to dip your toe into societal restructuring you have to think of the people", and this is what concerns me the most. History suggests that society has the propensity to restructure itself around drastic changes to economic conditions, but what really matters is who has the political power, clout, and vision to create what that new society looks like. No vision of the future is guaranteed, it is a matter of deliberate political action, and I worry that the only people who seem to have a salient vision for the future are people like Altman, Musk, Peter Thiel, or Andreessen, and I have zero faith that that is a political vision that will work in the interests of all people.

  • @Sariur1998
    @Sariur1998 2 дні тому

    I love that at the end Scanlon goes to the analogy of the fall of empires. I was expecting the comparison to come up with Trump coin and the Roman emperors devaluing the currency, but this is a great point to end on.

  • @matten_zero
    @matten_zero 8 днів тому +2

    My problem is Kyla is one instance she will diagnose the problem correctly, but in another moment she will also not acknowledge that this is the fundamental problem with fiat money. This is all a result of the Cantillon effect of government insiders getting special treatment since the 70's, slowly eating away at the social contract. She was arguing that global trade is good even if some people in Appalachia lose their jobs. Its not a problem, until they all start voting for populists like Trump.

  • @AlexGogan
    @AlexGogan 6 днів тому +2

    Its not surprising to be honest, I have been dealing with US companies on and off for years and the waste I see is mind boggling.
    It reminds me of the story in the 60's where Nasa Spend in then money $1,000,000 on developing a pen that worked in space, yep was cool and it then gave birth to the PaperMate. The Russians used a pencil.
    The coding in general got sloppy and more and more errors were in the code, slowing down hardware, so instead of correcting the code, been more efficient, it was just cheaper and easier to upgrade the hardware. It got to a stage where Microsoft could not afford to fix the minimum of 36 million lines of code that had bugs and errors (average of 20% of code contains errors of some degree). It was cheaper for them to build it from the ground up!
    That same mentality has been brought to AI and I can see it as well as this would be the single biggest cause of hallucinations in the results when you ask it questions.
    Deep seek spent their time perfecting and refining the code, so yes it will be neater and leaner... the US companies did not do this, they just threw OTHER people's money to solve the problem. Why do they care, its not their money!

  • @atilathebum
    @atilathebum 8 днів тому +3

    Informative, objective, but realistically hopefully. I'm looking forward to future videos! Thank you for the work

  • @theguy134
    @theguy134 6 днів тому

    Earned a subscriber. Really good video. Keep it up!

  • @williamgraham5783
    @williamgraham5783 7 днів тому +1

    i feel like this foreshadows the prometheus moment of what AI is aiming at: if AGI is ever reached, or whatever the best of AI eventually gets to, will be available to anyone. its not something you can keep hidden across borders... the export restrictions have been useless from the beginning.

  • @lex-reflexions
    @lex-reflexions 8 днів тому +1

    So glad i found you!! I love your perspective and I will be seated throughout this garbage fire of an era

  • @nsquezada27
    @nsquezada27 7 днів тому

    The change needed is so big I just don't see it happening without a restructuring after the fall. Hopefully though, your message will reach and at least get into people's minds so they have another route to try when things start failing. Also I love the addition of the fire truck monopolization, It was a really eye opening article.

  • @ronoc990
    @ronoc990 7 днів тому

    V good essay, no waffle and straight to the point ❤

  • @ObservingBeauty
    @ObservingBeauty 7 днів тому

    Fresh and not biased. Thanks

  • @Sackfullofbadgers
    @Sackfullofbadgers 7 днів тому +1

    The thing I find annoying about Wall Street is the way it shrugs off events like Deepseek like nothing has happened. It is a big issue for Nvidia because the investment to buy chips basically dried up after years of $100s of billions being invested in chips and AI. The amount of investment that just blew up is insane, it's hard to see how AI companies can recoup that investment if Deepseek is so much cheaper to run and so many apps are going to be based on it. Yes I'm sure the AI companies will come up with something better but good enough for 1/10 of the price is always going to win. The only bright spot is it looks like xAI is now dead in the water, good luck getting more investment money at this stage in the game.

  • @Fealox
    @Fealox 7 днів тому +1

    Very insightful comment on how America is in a Cold War with itself. We certainly have a lot to fight about!
    I often have thought about Teddy Roosevelt and how he must have felt at the turn of the 19th century with deca millionaires , battling an oligarchy at the same time when there were people living in the Wild West who knew nothing other than their farm.
    I feel there’s a similar divide in America, those who have been lifted by technology and those who were left behind. And it’s those two sets of people and their ideas clashing. People waiving the Bible and shouting for pro life while other folks are battling healthcare industry and AI.

  • @psgman41
    @psgman41 8 днів тому

    I’ve been working in the equity market for 16 years; yet I still learn from your videos. ❤

  • @jaydice1
    @jaydice1 7 днів тому +1

    Could you go a little deeper into what it would look like if we rewarded progress over profit

  • @Macwizzard
    @Macwizzard 8 днів тому +3

    Rent seeking is easier for short term gains and is more predictable. Real competition relies on living in reality which is more uncertain. Risk averse unicorn bubbles are happier in the pretend world of VC and vaporware and short term hollow gains.

  • @herminator250
    @herminator250 7 днів тому

    Fantastic discussion regarding our current realities. Thanks!

  • @nimsbhide
    @nimsbhide 7 днів тому

    Love this take and all the analyses!

  • @4lifetraveler
    @4lifetraveler 8 днів тому +5

    Love the Reboot clips!

  • @electricAB
    @electricAB 3 дні тому

    When he says “this technology will be so powerful”
    I hear him saying ‘I will be so powerful’
    And when he says the ‘social contract will be rewritten’…? What social contract?
    From where I’m sitting the corporations in the US have no consequences for the abuse of your society. None. Zero. Zip.

  • @speedyf40
    @speedyf40 7 днів тому

    Intensely thought-provoking and sobering video that all Americans should watch.

  • @Trials_By_Errors
    @Trials_By_Errors 7 днів тому

    Wow, I didn't expect so much truth and insight from youtube. You have my subscription.

  • @every_man42
    @every_man42 8 днів тому +2

    Good work Kyla, love the haunted dystopic background track, keep the work going!

  • @Praechaox
    @Praechaox 7 днів тому +1

    We need to start rewarding long-term thinking way way more than short-term thinking. At all levels in all power structures!

  • @bigsnap5
    @bigsnap5 6 днів тому

    "America is in a cold war with itself" Couldn't have put it better. This country is experiencing an identity crisis and it's refusal to come to terms with the problematic aspect's of American values will only ensure we continue to go down this path. We are in need of a fundamental reevaluation of American culture. The way we talk about money and evaluate success often does not align with our so called commitment to human rights.
    The right to pursue life, liberty, and happiness needs to be redefined.

  • @timmcgee34
    @timmcgee34 8 днів тому +2

    Would like to hear more about the money flows of America vs Itself. For over 30 years we have confused capital expenditures with innovation, on a corporate and a government level. The incentives for academia aren’t for advancing technological capability, and the incentives for companies are market based with highly limited risk. Programs that have historically produced outsized results are typically those able to allow relatively obscure individuals or groups the financial agency to do extended periods work without oversight - or focus huge sums of money through government initiatives to competitive nationalistic efforts.

  • @ericolander8755
    @ericolander8755 7 днів тому +1

    The stock market is broken. It is a spinning wheel with nothing touching the road.

  • @Iradeedub
    @Iradeedub 5 днів тому

    The production of high dollar nothing is a real problem. Efficiency will win this classic struggle.

  • @GermanHodl
    @GermanHodl 7 днів тому +1

    Thank you my friend ❤

  • @KumarSriramasamy
    @KumarSriramasamy 6 днів тому

    Confusing "CAPEX" with "Innovation" - "On the target"...👏👏👍

  • @amazman977
    @amazman977 8 днів тому +1

    Neccesity is the mother of any invention.
    So is neccesity is the mother of any talent created.

  • @cravetheplanet
    @cravetheplanet 5 днів тому

    You have such an amazing capacity to see thru the noise

  • @mydanadesigns
    @mydanadesigns 7 днів тому +1

    Great video! Question: At the video mark @10:19 , there is old clip of a Baltimore show called "Square Off" from the 1980s. Where did you find this clip?

    • @michaele.hylton51
      @michaele.hylton51 7 днів тому

      Yeah, what’s up with that? Richard Sher’s estate attorneys may be crafting “Cease and Desist” orders right now!

  • @viewing_for_global_insights
    @viewing_for_global_insights 7 днів тому +1

    The United States has yet to adequately address its numerous economic structural issues, substantial malinvestment, and regulatory burdens. While there may be a growing recognition of these challenges, acknowledging them would be just the first step-taking effective action to resolve them would be an entirely different matter.

  • @patrickbrown247
    @patrickbrown247 8 днів тому +2

    It's almost like the economy is at a breaking point because we set the speculators free in the 80s and 90s and stopped caring about education to fuel real innovation. Heck, blockchain was all the rage like 5 years ago... I don't hear about it anymore because crypto burst since then. It stopped having money behind it so it stopped being touted as the best thing. You're totally right. We NEED to find better mecrics to measure this, but sadly I don't think the markets are going to allow it until have they tank

    • @geepytee
      @geepytee 7 днів тому

      Crypto burst? Bitcoin is at all time highs.

  • @GreatistheWorld
    @GreatistheWorld 8 днів тому

    Blessed clarity here. Much appreciated in turbulent times

  • @oliversiemens6547
    @oliversiemens6547 8 днів тому

    This is one of my favorite videos ever thanks

  • @caseyalanjones
    @caseyalanjones 7 днів тому

    8:22 "They're showing that technological progress doesn't have to mean endless consumption." 💞

  • @TemperedWambat
    @TemperedWambat 8 днів тому +1

    Our western world acts without recognizing the boundaries we exist in

  • @NeillSmith
    @NeillSmith 8 днів тому

    Oh wow the footage from Reboot, that really takes me back. Thank you for that!

  • @cochisenahuh7939
    @cochisenahuh7939 7 днів тому

    Excellent take. I appreciate your views and they aligned with mine. Thanks for expressing your thoughts.

  • @yourtravisty
    @yourtravisty 8 днів тому +2

    Elections in the US have basically only benefited the rich (businesses and shareholders). Our 4 year election cycle promotes short term benefits over long term ones. Instead of employers raising wages, they are more beholden to the shareholder and the bonuses and pay of the CEOs and extra overhead. We are a nation built on slavery, everyone in the US wants to make money off of other people's work. That's the American dream, having others make your money for you. We reinvented slavery thru capitalism and the further the wage gap gets, the more apparent it will become.

  • @nicktaber2969
    @nicktaber2969 7 днів тому

    Great video. Thank you

  • @babarmalik9162
    @babarmalik9162 7 днів тому

    I just subscribe your channel.I will look forward to watch More of your videos.Keep up the good work.Thank you.

  • @byronwilliams7977
    @byronwilliams7977 7 днів тому

    I really liked this video, THANK YOU 😊.

  • @markcardwell1444
    @markcardwell1444 7 днів тому

    Enjoyed that. Thanks for posting. Subscribed.

  • @mikej.2021
    @mikej.2021 7 днів тому

    Keep up the great vids 👏🏽

  • @cutecowcomments
    @cutecowcomments 8 днів тому

    love this. i am so hopeful for americans. we can get through anything. innovation has nothing to do with money and everything to do with our mindset.

  • @michaele.hylton51
    @michaele.hylton51 7 днів тому

    11:52 Very insightful segment here! This could/should be thoroughly examined. Adjustments need to be made. Imagine an alternative approach to overall progress. Instead of ten companies wasting resources by duplicating efforts in protected silos, making minor cosmetic changes to differentiate their product to capture sales and siphon off money for parasitic investors, companies instead invest more into R&D, work together to improve and advance product efficacy and make iterations toward advanced capabilities. Working together we could more quickly and efficiently create and deliver more and more useful products, to be much further advanced.