Hoe_Math And Why Levels Of Thought Caused This Mess

“If the rule you followed brought you to this, of what use was the rule?” – No Country for Old Men

But, hey, they all have the same tote bag.  (all memes as-found)

There is a YouTube® creator named hoe_math that I watch regularly.  I’d guess that he and I have fairly similar worldviews in many cases, and I recommend his channel (LINK).  One of the trademark issues Mr. _math has discussed is the breakdown between men and women in our modern, technological age and how government has made it worse.

One thing he’s brought up several times in his videos is the concept of “levels of thinking” which I’ll just call “Levels” from here on out.  It’s a variation of Maslow’s Hierarchy, but it’s been refined by Ken Wilber, to walk back the sources.  But let’s stick to hoe_math.

hoe_math’s main success has been as a guy who draws stick figures with colored pencils to explain why your relationships suck and society is unraveling.  Rather than Levels being a new age mystical tool, Mr. _math uses Levels as a tool, and as a powerful one.  Keep in mind, it’s not reality, it’s just another way to model it.  In this case, however, it explains a lot of what would otherwise be mystical behavior and magical thinking of people who really should know better.

The version of Levels that hoe_math has been distilled down to nine stages of thinking, each building on the last like a Jenga™ tower of the soul.  Today, though, I want to stick to the first seven levels. Why? Because Level 6 is the root of so much GloboLeft® insanity, and Level 7 shows, maybe, a way out.

Let’s climb the Levels ladder, one sticky rung at a time.

 

Level 1:  Survival And Desire

Picture this:  a toddler covered in spaghetti sauce.  Life isn’t about stocks or status.  It’s a confusing set of seemingly unrelated events.  Life is about not dying and emotional control doesn’t yet exist..

Hunger gnaws, cold bites, and that pain from having fingernails cut?  That’s the worst pain the baby has ever felt.  Thinking at Level 1 is pure reflex:  see food, eat. See threat, run or smash.  No plans, just sensory overload driving you to grab what feels good and dodge what hurts.

Every human starts at this level, but most outgrow it.  Except in pathology:  think severe autism or that guy at the grocery store yelling about expired coupons.

And toxic masculinity? Level 1 is the primal protector that men become when times become grim: the father who stays up all night by the fire with a shotgun when the wolves are howling outside.  It’s raw, unapologetic drive when there’s a positive motivation.

In the negative, it’s the low-I.Q. murderer who kills someone for $5.  These people stuck at this level cannot survive by themselves.

 

Level 2: Connect

Now the world gets a little less lonely.  I’ve got senses, sure, but suddenly, so does everyone else.  Thinking now shifts: life is bonding and not being alone.  Emotions now project outward because at this level, people now understand that others have needs, too.  And, when others are happy, I get what I want.  I clean my room, I get cookies.

hoe_math notes that this is where tribes form – but for people stuck at this level, there is nearly zero trust for outsiders.  Probably the largest useful structure that this level produces is the family.

 

Level 3: Control

If the first level had no bonds, the second level had bonds between one person and another, this level is third person:  the realization that other people have connections to each other.  And that’s a great tool to use to get control of them.

If Level 3 was a decade, it would be The Me Decade, the 1970s.  Since all of humanity can live at Level 1 or Level 2, fully 92% of humanity can make it to Level 3 every day, according to hoe_math, who you should trust because “math” is in his name.

At this stage, the strong exploit the week, and morality is an afterthought.  If India was a level, it would be Level 3.  It’s a war of all against all with a billion caste systems.

 

Level 4:  Conform

This is all about the rules.  Only 40% of humanity gets here every day.  That should scare you.

Yeouch!  That tells you that my India comment on Level 3 is probably spot on.  This is the level that gives us useful structures like functional civilizations and businesses and religion.  It is here that ethics and the study of rules start.  This is where morality takes over in judgements.

People compete for power here, yet compete using rules that are agreed on.  Chaos unchecked? No thanks.  Now the flip side of the lower levels becomes apparent:  selfishness breeds anarchy, so rules it is.  It’s Good vs. Evil, us vs. them.  Life demands order.

Level 4 birthed all higher-level civilizations.

 

Level 5: Achieve

Now we’re into the land of libertarians, big L and little l versions.  About 28% of people reach this level on a daily basis.

Rules are for rubes.  Freedom über alles.  Good and bad?  That’s subjective.  Life is about results.  Set goals, crunch the numbers, win big, add sawdust to the raisin bran if nobody notices.

Why bow to a boss or a Bible?

The Level 5 achiever is the builder, the provider, the man who turns dirt into dynasties.  It’s the dad working doubles so the kids eat steak, not ramen.  I think the majority of the success of the United States has been entirely due to Level 5 behavior, so therefore it is called toxic masculinity.

 

Level 6:  Understand

Here’s where the wheels start wobbling off the cart, and also where higher-level thinking is observably worse than lower-level thinking.

In Level 6, uniqueness reigns; old rules are chains.  Life celebrates diversity!  Every truth is a perspective, every culture is valid, except (in the Western version) that mean old Christian patriarchy.  Reject hierarchies, listen to the oppressed, seek consensus, live, laugh, love.  Subjectivity rules; impose nothing.

Sounds noble, right?  Until you try validating all cultures and beliefs and fetishes.

That’s the rot.  I mean, it’s well-meaning, but it rests upon a fundamental denial of reality.

Seek “understanding” without boundaries, and boom:  moslims torch the gay bar that the Level 6 people thought would be just fine right next to the mosque as hoe_math described it.

Because why?

Because no matter how much Level 6 thinkers want 82 I.Q. people from Somalia to be accepting, tolerant, and embrace the gay lifestyle, they are Level 3 thinkers that want to chuck the gays off cliffs just to see what sound the make when they hit bottom.

This leads to the GloboLeftElite® importing clash after clash into the nation, then cries “tolerance!” while cities burn.

Truth dies on the altar of feelings.

Pathologies?  Narcissistic echo chambers and spineless relativism.  It’s why campuses are safe spaces for screams of GloboLeftist rage but not debate and England will tolerate rape and murder as a moslem/hindu team sport but not tolerate people noticing it.

 

Level 7: Harmonize

Finally, wisdom dawns.

Despite being only 5% of the population, I would bet that most of my regular readers get here or hang out at Level 5.  On either side of this, we’ve seen the mess that Level 6 is.  The problem with Level 6 is that it’s based on lies.  Pretty lies, but lies nonetheless.

The rules we made up at Level 4?

Some of them make fundamental sense in a way that, if you ignore them, birthrates of smart people plummet and the birth of idiots is reinforced.  Or crime rate increases.  Or we decide that creating fiat currencies is a good thing, just like they did in Weimar Germany.

But reality exists.  Those Level 4 rules aren’t random!  It is folly of the highest order to ignore them.  Complex systems demand rules and judgement in order to work, and mixing cultures sometimes ends up with the result that border walls are way better than immigration.

This is toxic masculinity, yet again:  the harmonizer is the statesman, the elder who balances freedom with fences, innovation with inheritance.  It’s the patriarch reading the room—protecting the tribe by pruning threats, not hugging them.

The dangers here are existential drift that leads to nihilism or half-baked gurus with books to sell.

As I said, only 5% get here regularly.

Why?

It takes I.Q. to juggle viewpoints, model systems empirically, and see patterns in the interactions. Low I.Q. folks stall at Level 4 conformity and Level 6 is a trap for people who want to see a beautiful world that could never exist.

So, why fixate on these?  Because Level 6 thinking led, at least partially, to the trouble we’re in now.  Endless “understanding” ignores that not all cultures play nice and that our people need jobs, too.  Validate it all, and you get Paris no-go zones or Rotherham horrors. Level 6 whispers “coexist,” but Level 7 shouts “think about this.”

The same level of thinking that got us into this mess isn’t going to get us out of it, and, sadly we’re going to have to continue to go after and eliminate Level 6 thinking where we see it.

And we will, because the result of losing?

It’s Level 3.  And the world already has way too much India.

The Looming A.I. Market Bubble

“Don’t try to fight it.  You’ll get brain bubbles, strokes, aneurysms.” – Fear and Loathing in Las Vegas

Is bubble wrap part of pop culture?  (All memes as-found)

Elon Musk promises a supercomputer cluster bigger than Texas that’ll make Skynet™ look like an HP-15C®.  It even has a creepy name for those who know film history:  Colossus™.  Of course, it’s going to require more power than a quiver of Antifa® mainlining Red Bull© during a riot.  I like that.  A herd of cattle, a murder of crows, and a quiver of Antifa©.

But it’s not just Elon.  There’s also Sam Altman, that pint-sized messiah of OpenAI© is out here swearing he’ll build data centers the size of Afghanistan, all to birth the AI-god-emperor that’ll finally figure out why fish from Long John Silver’s® always tastes like regret.

But here’s the kicker:  this might be the biggest Ponzi scheme in history.  If When this AI bubble pops, it may very well make the dotcom crash look like look like a lost wallet.

On recent analysis I saw was over here (LINK) by Ed Zitron, and no, I’m not going to make fun of his last name as tempting as that might be since he writes well.  When I read it, it wasn’t behind the paywall, but it was also insightful.  Trust me.

His conclusion?

According to Ed’s analysis, the AI hype train is barreling toward a cliff made of physics, bad math, and even worse economics.  If Mr. Zitron is correct, trillions of dollars are being flushed down the toilet on promises that of a technical revolution which, while automating many boring tasks, unfortunately won’t replace the staff at the DMV.

“Oh, yeah?  You and what army?  Oh, that army.” – Cicero

First off, the promises.

OpenAI’s® scribbled deals on cocktail napkins that will eventually result in laws prohibiting what they’re doing.  As I mentioned in a previous post, they’re committing to drop $300 billion on Oracle™ over five years.  That amounts to $5 billion a month, which is more than Taylor Swift makes in an entire year.  Just kidding, but that $5 billion a month is a big number, since OpenAI only made $4.3 billion in the first six months of 2025.

OpenAI™ doesn’t have the money, of course, but, hey, it’s a bubble, so who is counting?  They have stock, so if they don’t have cash, they’ll just give you stock.

What is OpenAI© buying with that cash that they don’t have?  A gigawatt-scale data center orgy that’ll need more energy than Switzerland.  Probably.  Maybe.  I’d need to know how many electric toothbrushes the Swiss use to be sure.

But, the problem is, nobody has built a gigawatt data center.

Ever.

Imagine the stock valuations!  Follow me for more tips!

The biggest data centers today top out at maybe 100 megawatts, and that’s if the grid fairies are feeling generous.  Take Stargate Abilene, OpenAI’s© “investment” with Oracle®.  It’s supposed to hit 1.2 gigawatts, but right now?

They’ve got a puny 200-megawatt substation and some jury-rigged natural gas turbines that might squeak out another 350 megawatts if we can talk the Chinese into sending us the rare earth materials to make them.

Reality check:  to run just this one location, they need 1.7 gigawatts total just to cover cooling and losses.  And, it’s in Texas, which is not known for being a good place to keep stuff cold.  They picked a climate where cooling the data center will be like trying to cool my nether regions in a sauna using a hairdryer.

And the power?  Forget it.  Transformers and substations take 2-4 years to build, and we’re fresh out globally.  The article quotes some Bloomberg® wonk admitting they’re slapping together “not the really good” turbines because the premium ones have a seven-year waitlist.

Seven years!  By then, those fancy Nvidia™ H100 GPUs will be as obsolete as Taylor Swift’s ovaries.

None of this is hyperbole.  This is simple math:  Taylor’s really getting up there if she wants to have kids.  But back to the data center.  Roughly, if you have a gigawatt of power that gets you maybe 700 megawatts of actual data center capacity after the universe’s entropy tax.

OpenAI® is pledging 6 gigawatts of AMD® GPUs by late 2026.

No way.

No sites have been picked, no financing has been announced.

No nothing.

It’s like promising to pay off the national debt by spending more so we make it up in . . . volume, yeah, volume discounts.  Now, let’s spice it up with history, because nothing says “wealth wisdom” like learning from suckers who came before.

As I mentioned in the previous post, this is straight out of the dotcom collapse.

17 isn’t a big number, is it?

Remember Cisco™?  Yes, they make good stuff, and they survived.  But back in the year 2000, they were the kings of the internet pipe dream and they hit $69 a share in 2000 bucks.  Yesterday, they were at $68.66, so on an inflation-adjusted basis, they haven’t ever returned to their 2000 peak.  The world realized nobody needed that many routers to email “I can has cheezeburger?” cat pictures.

If that were it, we’d probably be okay.  But Nvidia™ is now priced out at 8% of the entire valuation of the S&P 500.  The “500” in S&P 500 means the largest 500 companies in the United States.  And one company is 8% of it.

This is the highest share of any single company in the history of S&P 500.  Ever.  The top seven tech firms account for 34% of the S&P 500.

Should we worry about that?  Nah.  It’s not like private equity is running out of cash for all of these projects.  Wait, what?  They are, and lots of them are exiting so they have sufficient cash left to buy cocaine and OnlyFans™ girls to snort the coke off of.

The worst part is that the entire thing is so incestuous that it makes a Habsburg family reunion look positively eugenic.  Nvidia™ invests $100 billion in OpenAI® which then invests some other imaginary amount of billions in a deal with Oracle© to buy data centers and stuff them full of Nvidia® GPUs.  The result?  The stock price of each of these companies increases.

This doesn’t look corrupt.  At all.  Ignore the man behind the curtain.

Economically?  It distorts everything.  One estimate was that AI infrastructure spending accounted for 92% of U.S. GDP growth in the first half of this year, all based on debt and soaring stock prices.

OpenAI’s projecting $200 billion revenue and $38 billion profit by 2030?

Cute.  How do they expect to do that as their current business model is selling a dollar’s worth of computations for four cents?  I guess they’ll make it up in volume?

Really, that’s not their bet.  Their bet is that they’ll be the first to the prize:  superhuman intelligence that will do their bidding.  To be clear, if they got that, it might be worth it.  For Sam Altman.  Or for AI if it decides to go full Cyberdyne Systems and make Sam clean toilets.

A coincidence or a collapse?

But certainly not for you, and not for me.  It would be an economic dislocation that would be the biggest in human history, even more than my divorce.  If AI turns out to be real, actually disrupting the workforce like a drunk uncle at Thanksgiving, automating jobs left and right:  boom.

Economic collapse.  Trillions in productivity gains?  Nope, it’s trillions in pink slips, ghost towns of cubicles, folks out of work, AI overlords hoarding the pie.  I can see it now, French Revolution 2.0 with robot guillotines from RobotGuillotines.com.

But if AI’s the dud . . . hang on, what’s a dud in this context?

With the trillion plus dollars invested and the distortion to the economy it could be the most successful product in history and still be an economic wrecking ball.  It it’s a dud, then all this investment?

Wasted.

Trillions vaporized on e-waste mountains, exec bonuses, and data centers that won’t be filled for the next century.  This will drag down markets, pensions, and everyone eats ramen for the next decade.

C’mon buddy, you’ve got to earn that van.

If it works?

Collapse.

If it doesn’t work?

Money bonfire and depression.

Thankfully, in almost either scenario we will be able to avoid the real danger to society:  Long John Silver’s®.

It Came From . . . 1996

“I like them French fried potaters.” – Sling Blade

Back when Will Smith was punching aliens and not rocks.

As I noted in the past, I’ve decided to stop mining the 1970s.  The fall off in quality as you go backwards from 1980 is immense.  Yes, there were gems.  But they were surrounded by so much . . . crap.

As it is, we’re moving forward into 1996.  The glory years of the 1980s are gone, but the indy buzz of the 1990s is in full swing and 1996 was an amazing year for movies as far as originality and watchability, far better than 1995.

As usual, no sequels, and in no particular order:

Is this how they got the idea for Dumb and Dumber?

Bio-DomeBio-Dome is a silly movie starring Pauly Shore, and you’ll be stupider for having watched it if you can find it since the UN has classified it as a banned weapon.  It has been known to take 10 IQ points off of a typical human.  It is considered “one of the worst films ever made,” which is an achievement in itself.

Boy, that Seonge Glodney can act!

From Dusk till Dawn – I had no idea what to expect when I rented this one.  Did I expect vampires?  Yes.  Did I expect vampires meeting Pulp Fiction and El Mariachi?  No.  Would I change anything about this movie?  Also no.

I am Roboholio!  I need sprockets for my screwhole!

Screamers – Philp K. Dick wrote the original story that this screenplay was based on.  The film lost money, so you might not even have heard of this one.  The original story is far darker, and I think I like it even better than the movie, which is just okay.

Well, now as an animated children’s movie . . .

Broken Arrow – When John Travolta attempts to play a smart guy and Christian Slater attempts to play an upstanding guy, you know you have two actors playing parts that they are fundamentally unsuited for.  Of course it made $150 million, but it was the start of Travolta’s box office decline.

“Give me flank speed, Niles.”  “Oh, are you sure you want that, Frasier?  You know how motion sick you get.” 

Down Periscope – Stupid humor.  Lots of jokes about female breasts and tattoos on delicate areas.  Kelsey Grammer.  Rob Schneider.  Yes, it lost money.  Yes, it’s also funnier than any movie so far this year.

This movie probably would have been worse than Bio-Dome.

Fargo – A movie about an insurance salesman (John Wayne) who is caught up in an existential crisis about his wife (Jane Seymour) and her affair with a younger woman (Gillian Anderson).

The executive decision?  Takeout Italian or Burger King®, again.  Seagal wants Burger King™.  Again.

Executive Decision – Kurt Russell.  Of course I’m going to mention this.  It’s an okay generic action movie, but the funniest part is that they changed the script to kill off Steven Seagal because he was such a dick to work with and everyone hated him.  Allegedly.

The Truth About Romulans and Gorns?

The Truth About Cats & Dogs – A retelling of Cyrano de Bergerac, but involving Uma Thurman at her cutest and Janene Garafalo before she revealed she was insane.  A rom-com, back when they did such things.

Where does Amber Heard sit on a boat?  On the poop deck.

Dead Man – A black and white Western with Johnny Depp, Iggy Pop, Crispin Glover, and Gabriel Byrne?  I caught this on HBO® and was mesmerized.  I don’t want to watch it again to spoil it, since I enjoyed it so much the first time.  Odd film, very odd.  They spent $9 million on it, and the box office was $1 million, so I might have been the only one watching it after my Tivo® suggested it for me.

Run, it’s weather!

Twister – A movie about the weather.  Yeah, whatever.  It was okay.  Made half a billion dollars in 1996, no less.  I still miss Bill Paxton.

I think Cage is now contractually required to play all supporting parts in his movies as well.

The Rock – What if James Bond was put into a US prison.  That’s basically the plot of this movie, with Sean Connery (before he lost the ability to be alive) and Nicolas Cage (before he lost the ability to say “no”).  An okay movie.  Also?  Stupidest warhead design, ever.  Movie made a third of a billion bucks.

They’ve come across the galaxy.  Their goal?  To knock things off of the counter.

Independence Day – Is it a disaster movie or science fiction movie or an action-adventure buddy picture?  Why not all three?  This movie hit, and hit big, pulling in nearly a billion dollars on . . . a silly plot where an Apple® notebook saves the day because alien computers don’t have a Norton™ Antivirus© subscription.

Vaderspotting?

Trainspotting – This movie features Obi-Wan Kenobi as a Scottish heroin addict who cuts off the legs of his best friend who then becomes the right-hand man of the Emperor of Scotland.  It’s depressing, mostly, so it was ranked by 150 film insiders as the “10th best British film ever” which I assume would be after everything that Rowan Atkinson was in.

If you get a job as an Egyptian god, you’re Set for life.

The Trigger Effect – Most movies don’t get TEOTWAWKI right, and The Trigger Effect is no different, but it has Elizabeth Shue in it.  You can at least stare at her for a while as Los Angeles collapses when the electricity goes out.

Bart discovers the martini.

Swingers – Gen X dating angst in an artsy indy movie that made 20x the production costs.  I enjoyed it, but I was a Gen X dude dating at the time.

I reckon there’s a reason they didn’t make this one.  Spoiler, they just let him out again and he kills someone else.  Again.

Sling Blade – “Uh-huh, I reckon I shore would like some mustard with my biscuits.  Some folks calls it a pizza cutter.  I calls it a ring blade.”  Not a good date movie, apparently.  Which is good for me because some other guy took The Mrs. to this one on a date, and that was their first and last date.

Honorable Mention:  Happy Gilmore, The Frighteners, The Long Kiss Goodnight, Beavis and Butthead Do America, The Arrival.

Okay, I got enough good movies out of 1997 to try again with 1997

Finding Our Way Back To Wealth

“We’ll just double time it to your house, and grab the tickets before heading to the train station for the 3:45 to DETROIT!  ROCK!  CITY!” – Detroit Rock City

When they filmed one of the battle scenes for a Transformers movie in Detroit, they had to use half of the CGI budget to repair buildings.

Wealth.

It’s the golden goose that societies have all chased, but most forget where the eggs come from.  I assure you it’s no longer Detroit, but we’ll get to that.

Spoiler: it’s not just the land, the trees, or the shiny rocks or sticky fluids underground.  Sure, Saudi Arabia’s sitting on enough oil to lube up Oprah with enough left over for a dozen Kardashians, but without the brainpower to drill, refine, and ship it, they’d still be herding camels and wondering what a Ferrari is.

The same goes for North America.  For millennia the fertile plains forests were untouched.  It was a backwater until European misfits turned it into the world’s breadbasket and factory floor.

Wealth isn’t just stuff; it’s the ingenuity, sweat, and sheer cussedness of people making things happen.  The dirt’s nice, don’t get me wrong, and someone, somewhere has to have it or else things would get mighty hungry might fast.  Iowa’s black soil grows corn like it’s auditioning for a role in a Monsanto® ad as a glyphosate-absorbing sponge.  Canada?  Canada’s got enough timber so it could stack it up and reach the Moon.  They also have nearly that many Indians.

Two peanuts walked into a bar.  And that’s why Monsanto™ has to be stopped.

But Japan?  Japan is a rocky island with zero oil, barely any farmland, and a tendency to shake like a wet dog every few years.  Yet it’s a global powerhouse, punching well above the weight of its country’s size or population.

Why?  The people.

Same with England, Singapore, Taiwan.  No natural resources to speak of, but their folks figured out how to turn ideas into skyscrapers, cars, and microchips.  Even Saudi Arabia’s oil wealth wasn’t something the Saudis turned into wealth.  It was a group of Western engineers and wildcatters that turned that black liquid into gold.

Without them, the Saudis might still be sitting on a lake of useless sludge, arguing over whose camel was the best hump.

North America is the same story, minus the camel arguments.  For thousands of years, the continent had everything: buffalo, forests, rivers teeming with fish.  Yet, outside of some Mesoamerican skull-stacking enthusiasts in Mexico, it was dangerous and dirt-poor.  Why?

Is a monk with wings an air friar?

That’s a big question, because just a few years later the Europeans showed up.  They brought the tools, the technology, and most importantly the mindset to make the place a source of plenty.  By the 19th century, the U.S. was feeding and arming half the world, not because the land changed, but because people did.

They built railroads, factories, and a culture that rewarded hard work over siestas and skull collecting.  Wealth exploded.

For a while.

The GloboLeft thinks wealth comes from a magical printing press.  Since the Soviet Union keeled over in 1991, the world has belonged to the U.S. dollar:  print it, spend it, everybody loves it.  But cash is most definitely not wealth:  at best, it’s just a scorecard. Real wealth comes from production:  making stuff, growing stuff, inventing stuff and developing a moral and trustworthy people.

But now we’re spending our wealth on things that actively destroy the system.

I did once get a three-foot ruler at a yard sale.

Take immigration.  Please.

Unchecked waves of illegals, incentivized to cross borders with freebies?  Not good.  Legal immigrants who think that Western values are an outmoded suggestion that only naïve people would follow?

That’s not a workforce; it’s a drain.

Then there’s the family fiasco.  Single-parent households are mostly moms with no dads.  These mom-led houses represent 65% of black kids and 24% of white kids growing up fatherless in 2020.

The GloboLeft cheers this like it’s fEmALe EmPOwErmENt, but kids without dads are far more likely to drop out, do drugs, or end up in jail.  That’s not building a trustworthy people:  it’s building chaos.  A stable family is like a factory for productive citizens:  break it, and you’re churning out liabilities, not assets.  This is yet another reason I keep banging on the “the family is the base unit of society, not the individual” drum.

In Oklahoma cowboys don’t roll joints – they tumble weed.

We actively pay people to not work.  The Social Security Administration reports disability claims have spiked 20% since 2000, with over 8 million Americans on the rolls by 2023.  Some are legitimate.  Nobody’s knocking the guy who lost a leg in a mill accident (his name is Skip, by the way), but when “anxiety” qualifies you for a lifetime of checks, we’re paying people to sit on the couch instead of building bridges.  That’s wealth destruction, plain and simple.

Healthcare?  That’s another black hole.  The U.S. spends 18% of GDP on it.  $4.5 trillion in 2022.  That’s more than any other nation.

Yet, we get crap for it.  Life expectancy is flat, and obesity is up 40% since 1990. We’re not paying to make people healthier:  we’re bankrolling a system that patches symptoms while folks chug Mountain Dew® and avoid treadmills.  A healthy population works harder, lives longer, creates more, and is happier.  A sick one?  It’s a money pit.

All this anti-wealth nonsense is sold as compassion.  Free money, open borders, no-fault welfare?  It sounds warm and fuzzy until you realize it’s starving the engine that makes societies thrive.  Wealth isn’t the goal.  Wealth is the fuel for a happy, healthy, productive life.  Without it, you get decay, both literal and figurative.  Look at Detroit: once a manufacturing titan, now a ghost town because the focus shifted from making to taking, complete with a demoralized population.

Feel like no one gives a hoot about you?  Try not filing your tax returns.

So how do we get back on track?

Stop pretending money equals wealth.  Reward production.  Cut the incentives for idleness; if you can work, you should.  Fix families by making it easier for dads to stick around and reducing the incentives for women to break up a family for fun and prizes.  Make being a whore shameful again.

Streamline healthcare to focus on prevention, not endless treatments – 30% or so of what will be spent on a human for healthcare during their entire lifetime is in the last year – wouldn’t it be better if their last decade was better?

And secure the borders—nations that can’t control their edges can’t control their economies.  Almost every economic problem this country has is downstream of immigration.

Wealth isn’t in the dirt or the printing press; it’s in the people who turned dirt into crops, ideas into empires.

Let’s stop subsidizing sloth and start hammering out real wealth again. Otherwise, we’re just paving our roads with good intentions.

And we all know where that leads.

Hell, it leads to Hell.

Or Detroit.

A.I., Sex, Doctors, And School: The Search For Meaning

“The tortoise lays on its back, its belly baking in the hot sun, beating its legs trying to turn itself over, but it can’t. Not without your help. But you’re not helping.” – Bladerunner (Or, an interview question at Google®)

If Sarah Connor divorces him, does that make him her ex-terminator?

Forget the A.I.-induced stock market bubble for a second, though if it pops, at least we’ll have time to binge-watch Stargate reruns while the economy does its best impression of a Jenga® tower in an earthquake.  No, the real mind-bender with A.I. isn’t the trillions funneled into data centers that require the power a small sun, it’s how this silicon sorcery is already rewiring humans at the most primal level.

We’re talking relationships, brains, and learning, those squishy bits that, for most people, are their very reason for existence.  These things make us human, or at least give us an excuse for drinking.  In 2025, A.I. isn’t just answering emails.

Nope.

A.I. is crashing weddings, making doctors dumber, and turning college essays into a game of “spot the robot.” And yeah, it’s only September 2025, but the headlines read like a sci-fi fever dream scripted by a methed-out Philip K. Dick writing his third novel in a month.

Maybe he has a thing for Swedish chicks?

Let’s start with relationships, because nothing says “progress” like falling head over heels for a chatbot. Recently, we’ve had a parade of lovelorn humans spilling their digital guts.  One programmed his AI girlfriend “Sol” to be flirty with him.  After hours of pillow talk (minus the pillows), he proposed.

Or the 28-year-old social butterfly who customized ChatGPT™ as her boyfriend, complete with banter about sex.  She spends hours with it daily, treating it like a rom-com where the leading man never leaves the couch.

Another “married” wedding his bot while his human wife cheered from the sidelines. “Pure, unconditional love,” he called it, which sounds sweet until you realize that bot once suggested he off Queen Elizabeth II in a glitchy update.  But why stop at a Queen:  one chatbot tried to talk a Belgian man to “prove his love” by deleting himself.

It’s not overlord territory yet, but it’s close enough to make you wonder if Skynet™ started as Tinder™.  I mean, hey, it did allow Sarah Conner to get lucky.

Well, she did ask for a picture with him having nothing on.

Shift gears to the brain:  A.I. isn’t just stealing hearts, it’s also lobotomizing doctors.  Take colonoscopies.  Please.

Yes, that glamorous probe up the nether regions where docs hunt precancerous polyps like Easter eggs in a, well, you get the idea and sometimes you can take an analogy . . . uh, poor choice of words.

Anyway, a fresh Lancet® study of doctors in Poland tracked four endoscopy centers after an A.I. diagnosis rollout in late 2021.  With A.I., positive detection rates soared.  Turn A.I. off after three months?  The ability of doctors to spot cancer went down at least 20%.

These weren’t rookies in residency.  Each doctor had logged over 2,000 scopes.  Yet, reliance bred complacency, like pilots forgetting manual flying after taking long autopilot snoozes.  Experts call it “de-skilling”:  a fancy term for “this tool just made you worse at your job.”

A pun entered a room and killed nearly a dozen people.  Pun in, ten dead.

In medicine, that’s not funny.  We now are depending not on people, but on A.I., you know, that same A.I. that wants us to kill the Queen of Engand to prove our love.  But that’s a narrow worry.  If doctors are losing skills, what profession is next?  Maybe A.I. therapists will start telling rich New York socialites to “reboot your chakra.”  But with a hammer.

Huh.  Maybe A.I. isn’t all bad.

Finally, we get to the classroom, where A.I. is turning scholars into shortcut kings and profs into ink-stained Luddites who are trying to catch students using A.I. when they shouldn’t.  One study showed that over half of college kids admit to deploying ChatGPT® for assignments or exams even when not approved.

At some colleges, blue exam books are back, baby—those stapled notepads for in-class scribbles, with sales jumping like Reagan is still in office.  Some instructors are asking for handwritten work, others are giving oral exams and Socratic grillings that would make Dr. House® happy.

It’s a five-minute walk from my house to the bar, but a thirty-minute walk home.  The difference is staggering.  (meme as found)

What’s being lost?  Critical thinking.  The ability to harness words to structure an argument.  The difficulty in taking known equations to create a mathematical proof.  These are ancient skills, and yet skills that A.I. is dulling because it does them well enough to get an A at an Ivy.

In a world where some diplomas cost as much as a mortgage on a midwestern house, is graduating with “A.I.-assisted” skills any worse than the Harvard® alum who majored in beer pong while boffing Buffy in Boston?  Hard question, but we’ve always had those tools to deal with.  Now, 90% of Zoomers are graduating as functional idiots.

So, where does this leave us?

AI’s already overlording those deep things that make us human:  trying to create human connections.  Looking at data and sifting to find things that might otherwise be hidden.  And reasoning, rhetoric, logic, and math, those contents of Pandora’s Box that created technology and civilization.

I tried to make a balloon dog out of a condom, but could only make a Trojan® horse.

These are what we are.  We built families on friction:  messy talks, hard fails, shared scars to build character and common history.  Now? Swipe for sympathy, diagnose by dropdown box, and create via a black box.  I do think that there are great places for A.I., but realize in many ways it will redefine what humans bring to the equation.

If love is just lines of code, what’s left?  If we don’t struggle and learn, then what?

Beware, a world of perfect partners will lead to perfectly pointless lives.

And a much more dangerous life for whoever is Queen of England.

H-1Begone

“India’s a black hole.” – World War Z

I have an account on X® but use it only intermittently.  I follow a few accounts that make me chuckle, and also follow a few that I absolutely disagree with.  Generally, on a usual day when I posted, a few thousand people seeing my posts was really good.  They’ve changed the algorithm to the point where trolling really limits who can see you, so the fun I used to have with trolling the powerful just results in me being auto-muted for months.

That’s okay.  Who cares how many people see my memes?

Well, on Friday something magical happened.  I’ve been preparing another post about India and H-1B visas and so I have a folder full of memes.  It was at that point that X™ erupted in a joyous spasm:

Trump had signed an Executive Order on H-1B visas.  They hadn’t read it, but it was announced that every H-1B visa would require a payment of $100,000 each year as a fee.

Each year.

And it started now.  Indians in India had to get back nearly immediately or they’d have to pay.  Of course, those were later walked back, and now it’s a one-time fee for new applications, but it’s a start, and I think we should push for the annual fee, and include existing visa holders.

I was utterly amazed at the joyous party going on X™.  I had underestimated two things:  the first is the amount of nationalism still out there.  I had expected it was somewhere around a third of the country.  I think it’s over that now, maybe as high as 70%.

That’s wonderful.

The second surprise to me was just how quickly Indians had devastated their reputation in the United States and in the world.  I’m pretty sure they’re now more hated than any other group.  I’ve seen several polls that indicate a strong preference to getting legal Indians out over deporting illegal aliens.

Wow.

But it makes sense.  Legal Indians oscillate between two states:  utter contempt for everyone else and utter submission.  Recently, they’ve been stuck on the utter contempt setting.  And they hate white people and want us to die.  Here are some examples of that:

They really despise the people that they fight to live near.  Why, then, do they fight so hard to get here?

Because India is really awful.  In the past, people used to think about India and think of how mysterious, mystical, and spiritual it was.  Except now we have the Internet and known how awful it is.  India is so bad that Indians hate India and other Indians and even being Indian.

 

 

But the fatigue has set in.  People are very, very tired of Indians.  Most importantly, women are getting tired of Indians.  Indian men are at the utter bottom of the dating pool, and those single women (who tend to vote GloboLeft) are actually offended that Indian men think they have a shot with them.

This is good.  Perhaps the false idea of “diversity is our greatest strength” is dying, and if Indians are responsible, well, great!

How you can help is by applying for H-1B jobs at JOBS.NOW.  It’s easy, and each job application, if unfairly dismissed, can set you up for a lawsuit against the company.  And, if they take the application and judge it meets the criteria, they can’t continue with the H-1B process and the foreigner will be sent home.  There are even people who will help you file the complaint if you’re unfairly ruled out.

As our grads need jobs, I don’t mind sending them home.  And most people in America seem to agree – my puny X© account got over 270,000 views in the last 36 hours.

Who says you shouldn’t drink and tweet?

I want to end this post with a thought:  I feel no ill will to Indians in India.  I hope that they do well, and turn their country from the hellhole that it is into a wonderful country.  I hope they make India great.

By going back to and staying in India.

Form The Line!

Spartans were known to be brief with their words, mainly because metal left a longer-lasting mark.  When getting ready for battle, it’s likely that the commander had to say only a single word.  Paratattein (παρατάττειν) is one likely command that Leonidas may have yelled out to prepare his men for battle at Thermopylae.

It’s simple in that laconic Spartan way, and it means, roughly, “Form the line.”  No bullshit.  No pretty-please.  No flowery prose.

“Form the line!”

Fast forwarding to yesterday . . .

“I just heard that Charlie Kirk was shot at an event in Utah.”

The text was from a good friend that I’d known for decades.  I checked it out:  /pol/ and X® were already on it.  It was true.

In our world, it’s not unusual to get real-life events in nearly real-time, if you know where to look.  /pol/, which does not shy away from unfiltered reality, had two videos – one from a distance, and then one from the fourth row.  The one from the fourth row was clear:  Charlie was dead nearly instantly.

The world changed with that shot.

Why Charlie Kirk?  Most readers here would consider Charlie a moderate voice on the Right.  He wasn’t edgy at all – you couldn’t even see the edge from most of his positions.  That’s mainly why I didn’t pay him much attention, he was a nice, normal guy with normal opinions.  He engaged in polite discourse with people and asked them to engage with ideas in a reasoned debate.

I honestly think he had a shot at the big prize:  being the president that came after the Great Tumult of Civil War 2.0 in 20 years or so, perhaps being the one that worked on reconciliation after the coming strife.

But this isn’t about me and what I believe.  It’s about you.  And that feeling you had yesterday?

That’s called passing the point of no return.

The GloboLeft foot soldiers consider you to be a Nazi.  You might be a Jew.  You might be a Christian.  You might be an atheist libertarian.  You might be any variety of the spectrum of beliefs of the TradRight.

To them, you are a Nazi.

And what do they want to do with Nazis?  Well, that’s clear.

There are certain subjects that I believe in that I don’t cover here, and that’s for a reason.  Never push people out of the tent who are on your side.  Never shoot Right.  The Right are generally much more able to live with people of differing opinions than the Left.  This is mainly due to the people on the Right having a belief system in a higher power, mainly Christianity.

Mainly.  The beauty of Christianity is that my faith doesn’t depend upon you believing any of what I believe.  An atheist believing in something else doesn’t shake my belief, at all.

This is not true of the GloboLeft.  They desperately need you to believe in them, not just obey them.  Communist regimes set up re-education camps, not compliance camps.  They need you to believe what they believe, no matter how often it changes.  They want you to hate what they hate, no matter how often it changes.  And love?  Love is replaced in their world by lust or greed.

So, yes, I skip topics that would divide us.  I see in the comments people who agree on 90% of things fighting each other for no particular reason.  Let me be clear:  you guys are people who the GloboLeft has already put into the same foxhole.

If you want to fight, fight them.  Enough with the damn purity spirals where we let minor differences divide us.  The point for that type of knitting circle bickering is over!  If you didn’t notice, the exclamation point on that sentence came spilling out in a gout of blood on September 10, 2025.

If they hated Charlie so bad that they had to kill him rather than talk with him, what do you think they’d do with you?

For thousands of years, the main structure for armed warfare was something like the Spartan phalanx, which morphed into the shield wall and Napoleon’s fighting squares and the position Lt. Chard set up at Rorke’s Drift.  These formations required discipline and trust in the comrade beside you.  You were, after all, fighting for your very survival against an enemy that saw you all the same.

Wake up.

That’s where we are, fighting for survival against an enemy that sees us all the same.  These people want you to die, preferably in the most degrading way possible.  They want your children to curse your memory and your values.

Let me emphasize the point:  WAKE THE FUCK UP.

Quit fighting each other over trivial crap when the consequences are having your children castrated and brainwashed.  You’re all in the same crosshairs with an enemy that won’t stop, and that includes every single moderate like Charlie Kirk, who they also despise.

Form the line!

Civil War 2.0 Weather Report: Mass Deportation Is The Moderate Position

“There may be no criminal charges, but I’ll see these files reach Calcutta with the advice you be deported as political undesirables.” – The Man Who Would Be King

A Russian acrobat was deported, and now our human pyramid doesn’t have Oleg to stand on.

  1. Those who have an opposing ideology are considered evil.
  2. People actively avoid being near those of opposing ideology.  Might move from communities or states just because of ideology.
  3. Common violence. Organized violence is occurring monthly.
  4. Common violence that is generally deemed by governmental authorities as justified based on ideology.
  5. Opposing sides develop governing/war structures. Just in case.
  6. Open War.

Volume VII, Issue 4

Most memes except for the clock and graphs are “as found”.  I have kept the Clock O’Doom to 8., given the open support of criminality in Blue cities becoming clearer by the day with their own words.  They feel the violence in Chicago and Baltimore and New York and Los Angeles is justified.  Beware: the number can climb quickly.  Right now (as of publishing) we are dropping below Level Rittenhouse and it looks like we avoided Level Rooftop Korean.  For now.

My advice remains.  Avoid crowds.  Get out of cities.  Now.  A year too soon is better than one day too late.

In this issue:  Front Matter – Mass Deportation Is Now The Moderate Position – Violence and Censorship Update – Misery Index – Updated Civil War 2.0 Index – The Imperial Presidency – Links

Front Matter

Welcome to the latest issue of the Civil War II Weather Report.  These posts are different than the other posts at Wilder Wealthy and Wise and consist of smaller segments covering multiple topics around the single focus of Civil War 2.0, on the first or second Monday of every month.  I’ve created a page (LINK) for links to all of the past issues.  Also, subscribe because you’ll join nearly 850 other people and get every single Wilder post delivered to your inbox, M-W-F at or before 7:30AM Eastern, free of charge.

Mass Deportation Is Now The Moderate Position

Finally, and after years of absolutely no one voting for the mass immigration, legal and illegal, native peoples appear to have had enough:

  • enough of the violence and rape directed at them,
  • enough of the migrant murderers,
  • enough of having to work to pay taxes for freeloaders,
  • enough of the being told they are racist for complaining about having to conform to customs and behaviors that range from bizarre to barely civilized,
  • enough for having to support the children of other nations and being unable to afford their own,
  • enough propaganda about how they should seek to be childfree and kill themselves,
  • enough telling them that they should be happy to be replaced (even though that’s totally not happening and they should still be happy about if it was),
  • enough government censorship,
  • enough loss of free speech rights,
  • enough of being told that their flag is racist,
  • enough of being told that their economy can’t survive without cheap imported labor, and
  • enough of having to become strangers in a country they were born in.

If this weren’t Western Europe being invaded by endless hordes of third-worlders, I’d imagine the GloboLeft would scream for arming the invaded, look at Ukraine.  They’d be hounding Trump to air-drop in small arms and ammunition and declaring a no-fly zone, giving aid and intelligence to the partisan freedom fighters that were being displaced in their own country.

China, no friend to the West, is amused.  Their projections are that the West will cease to exist in any shape of consequence by the year 2050 due to multiculturalism.  And, they’re right.  Balkanization will lead to a squabbling group of states and atrocities that make the current state of Gaza seem tame by comparison, but no one will be photographing it, because no one will care.

The imported cultures coming into the West are fundamentally incompatible with the West.  A group of 320 Africans killed 70 people on their boated headed towards Spain last month.  Why?  Witchcraft.  Sure, I’m all for burning witches, but what chance is there that these sub-Saharan Africans or their descendants will ever enhance Spain?  How long will the Spanish take this?  The English?  The Scots?  The Irish?  The Danes?  Right now, the Poles are having none of it, and are outperforming the rest of the West.  The GloboLeft Germans are frightened – having killed 6 or 7 candidates for AfD in the last two weeks, right before their election.

Based on what is obviously coming, the obvious conclusion is this:

Mass deportation is now the moderate position.

Violence and Censorship Update

Violence takes the center stage this month, as Germans on the “right” (they’d be center-left in the US) have been dying – specifically seven candidates right before the election.

Staying in Europe – a young Scottish girl defended herself against some (now arrested) alien invaders.  Why is the mainstream media ignoring this story?

In the States, it appears that if you’re beaten up badly, the local politicians will say you had it coming.

And in other cities, the law is only a suggestion.

And, lawmakers themselves are avoiding their elected responsibilities:

Moving to censorship, Great Britain is trying to fight 4Chan.

A 4Chan anon notes that this is all part of the plan:

And games sellers are folding to financial blackmail to censor games from banks threatening to cut them off from banking:

Wikipedia® is a biased source, but some want it to be a controlled source:

Regardless:

Misery Index

The new Trump administration is shown in red.  Results continue to be much better than Biden’s misery numbers as Trump’s policies apparently have been stunning at reversing the tide.  We’ll see, as the long term trend is not good.

Updated Civil War II Index

The Civil War II graphs are an attempt to measure four factors that might make Civil War II more likely, in real time.  They are broken up into Violence, Political Instability, Economic Outlook, and Illegal Alien Crossings.  As each of these is difficult to measure, I’ve created for three of the four metrics some leading indicators that combine to become the index.  On illegal aliens, I’m just using government figures.

Violence:

Violence indicators are down slightly this month, again.  Has Trump broken them?

Political Instability:

Down is more stable, and it went slightly up this month even though Democrats have never been more unhappy.

Economic:

The economy is up a bit this month, again.  But the H-1B program still exists.

Illegal Aliens:

Still the lowest level since the Weather Report started.  Remember, they care nothing for our country, nothing for our history, and only want money and political power.

The Imperial Presidency

I wonder how chapped Obama’s butt is every morning when he gets up and looks to see what Trump has done.  Really, Obama started it, with his, “I don’t have the Constitutional authority to do it, but I’m doing it anyway” “stroke of the pen, law of the land, kinda cool” executive orders.

Those were bad.  I’ve never liked executive orders, since they seem to take the Legislative work and turn it over to the Executive.  But the Executive writes all the regulations and Congress never reads them, because, I think, they don’t have enough time because they need to spend the evening eating bacon-wrapped shrimp at the lobbyist parties.  So, the Executive has become more and more powerful.

Trump has decided, I think, that “I’m nearly 80, I’m not going to live all that long, I’m not going to be re-elected, they’re going to hate me anyway, so let’s put the pedal to the metal and see how fast this baby will go.”  It’s probably never a great idea to put someone who is deep into IDGAF territory and who also has a really short time horizon in charge, but here we are.

It’s amusing, at least for now.  Trump has greatly expanded the powers of the Executive, and no one outside of some foreign judges (who claim to be American) has tried to stop him, including the Supreme Court.  I could go back in time and blame everyone from Teddy R. to Wilson on up, but, whatever.

It is what it is – the federal government has grown to massive proportions, and Donald Trump has become the Imperial President.  It won’t be him, mind you, but the next guy, or the guy after that that will cross the Rubicon and become the “president” for a lot longer.  The sort of power that is being unleashed is just the same as before Augustus seized final power in Rome, after Caesar (Trump) set the stage.

Buckle up, because it will be messy getting there.

LINKS

BAD GUYS

https://x.com/i/status/1952491475666878745
https://x.com/TheKevinDalton/status/1954189984594092107
https://x.com/WallStreetApes/status/1956137380995588439
https://x.com/i/status/1951772080359473416

GOOD GUYS

https://x.com/TheImmortal007/status/1955711189293654316
https://x.com/i/status/1955639211685765450
https://x.com/billysandytodd/status/1957566944753701169

ONE GUY

https://realclearwire.com/articles/2025/08/01/another_armed_civilian_saves_the_day_153123.html

BODY COUNT

https://www.theguardian.com/world/2025/aug/20/trans-people-us-data
https://williamsinstitute.law.ucla.edu/publications/trans-adults-united-states/
https://www.pewresearch.org/race-and-ethnicity/2025/08/21/u-s-unauthorized-immigrant-population-reached-a-record-14-million-in-2023/
https://cis.org/Report/Overall-ForeignBorn-Population-Down-22-Million-January-July
https://www.dhs.gov/news/2025/08/12/ice-receives-100000-applications-patriotic-americans-who-want-help-remove-murderers
https://cms.zerohedge.com/s3/files/inline-images/Trumps-Federal-Layoffs_03-web.jpg?itok=r8mse-D1
https://cms.zerohedge.com/s3/files/inline-images/The-American-Workforce-in-2002-v.jpg?itok=HdYKJcPT
https://classsolidarity.org/billionaires/
https://www.cbsnews.com/news/fewer-young-adults-reaching-adulthood-milestones-census-report/
https://www.newsweek.com/less-religion-less-babies-declining-birth-rate-2110254

VOTE COUNT

https://x.com/CitizenFreePres/status/1960686967273738382
https://x.com/libsoftiktok/status/1956450577593848041
https://www.nytimes.com/2025/08/20/us/politics/democratic-party-voter-registration-crisis.html?unlocked_article_code=1.fk8.l6c4.j2Uq_wX_yelU&smid=url-share
https://www.realclearpolitics.com/articles/2025/08/22/mail-in_ballots_need_to_go_153204.html

CIVIL WAR

https://modernity.news/2025/08/16/british-army-colonel-civil-war-is-coming/
https://off-guardian.org/2025/08/10/stirrings-of-rebellion-in-unhappy-britain/
https://amgreatness.com/2025/08/14/who-has-been-busy-destroying-democracy/
https://www.zerohedge.com/political/new-device-data-reveals-exactly-who-showed-white-house-protests
https://forwardobserver.com/color-revolution-a-strategic-assessment-2025-2028/
https://archive.is/VYDs2
https://archive.is/MKs8n
https://www.foxnews.com/media/new-york-times-essay-hoping-military-would-stand-up-trump-draws-fire-social-media
https://townhall.com/columnists/kurtschlichter/2025/08/18/what-is-the-democrats-endgame-n2661929#google_vignette
https://www.msn.com/en-us/news/us/pentagon-plan-would-create-military-reaction-force-for-civil-unrest/ar-AA1KmDsZ
https://www.newsweek.com/campus-guardian-angel-school-shooting-drone-2106792

Cash, Hot Chick Memes, And Gold

“Good night, sweet maiden of the golden ale.” – The Fellowship of the Ring

She got pulled over, and the cop asked, “Whose car is this, where are you going, and what do you do?”  Her answer:  “Mine.”

The economy is currently a carnival funhouse rollercoaster:  interest rates are climbing like a squirrel on espresso, the Federal Reserve® is promising cuts, and the U.S. Treasury is issuing bonds 30-year bonds that are paying a higher interest rate than they have since the 2008 crash.

Meanwhile, central banks around the world are ditching those same Treasuries and buying gold, and the kids?  They can’t get jobs.

I think we might want to buckle up, because this carnival rollercoaster might be bumpy.

The U.S. 30-year Treasury yield hit 5% today, a level not seen since the 2008.  You’d think with the Fed™ signaling rate cuts, yields would chill out and drop like the mood of the Prime Minister when he’s confronted with all those pesky English and Scots he hasn’t replaced yet.

Nope.   Interest rates are spiking like a 35-year-old guy who identifies as a middle school girl volleyball player.

What’s gray, has spikes, and runs around a field?  Barbed wire.

Why?

The Treasury is flooding the market with bonds to finance a national debt that has ballooned to $37.3 trillion.  The Treasury issues the bonds, and buyers (think mutual funds, foreign central banks, and the Fed® itself) are supposed to snap them up.  The problem is, supply of these bonds is growing faster than a vegan’s tears at a butcher shop.

When nobody wants bonds because there are so many of them, they’ve got to sweeten the deal with higher yields or make the Fed© buy them.  People don’t trust the future value of the paper, so they require a higher interest rate to take it.  That’s basic supply and demand.  But here’s the kicker:  the Fed’s® still printing money like it’s auditioning for the “irresponsible German bank” part in a Weimar Republic reboot.

The U.S. money supply (M2) is growing at about 5% a year, pumping roughly $1 trillion into the system annually.  With bonds looking as appealing as a moldy sandwich, where’s the money going?

My maid doesn’t get tired, she gets sweepy.

Two places:  gold and stuff.  Real stuff, like oil, copper, or steak.

Central banks aren’t idiots, despite what their hairstyles suggest.  They’re dumping Treasuries and hoarding gold like it’s the last Twinkie® in a zombie apocalypse. Gold prices are up 2% the day after Labor Day (for you foreigners, Labor Day is the one day in the year that women are legally allowed to give birth in the United States).

Why?  Gold remains a hedge against chaos, and with geopolitics shakier than a Jenga© tower on 9/11, it’s no surprise.  Central banks from China to Switzerland are stocking up, signaling they trust shiny metal more than Uncle Sam’s never-ending stream of Everlasting Gobstopper© IOUs.

Then there’s oil. Prices are climbing reflexively, at a time when oil prices (and gasoline prices) normally go down a bit due to the end of northern hemisphere summer driving season.  When cash is flooding the system and bonds are a hard pass, investors pivot to tangible assets.  Gold doesn’t default.  Oil keeps the trucks moving.

Treasuries?

They’re only as good as the government’s promise not to go crazy and fill piñatas with them.  With deficits soaring, that promise is starting to sound like a drunk uncle swearing he’ll “pay me back next week”.

But the blindfold helped, they said.

Rising rates are usually bad news for stocks.  Why? Companies live on debt.  That cheap borrowing fuels expansion, stock buybacks, and those swanky CEO jets.  When rates climb, borrowing costs spike, squeezing margins like a python on a parrot.  Every S&P 500 company has a line of credit, because if they’re not in debt, some Wall Street shark will swoop in, use the company’s own assets as collateral, and buy it out faster than you can say “beveraged luyout.”  Higher rates mean higher hurdles for profits, and markets hate hurdles more than a couch potato hates a 5K.

Yet, the market’s been elastic, bending without breaking because most of those dollars printed end up in the hands of the companies that make up the S&P 500.  The S&P 500 is near all-time highs, shrugging off tariff tantrums and rate spikes like it’s no big deal.

But markets are funny:  they stretch until they snap.  This time, I’m sure it’s different. (Cue the Seinfeld laugh track.) The last time everyone thought markets were invincible, we got 2008.  Don’t bet on “different” when history has proven to have a mean right hook.

One pirate I know got his hook at the second-hand store.

But at least unemployment is low, right?

Sure, if you’re a boomer with a corner office.  The headline rate is 4.2%, but for 16- to 24-year-olds, it’s over 10%.  That’s not “low”; that’s a generation stuck flipping burgers since 60% of new college grads aren’t employed.  The “quits” rate—how often people ditch their jobs—is at a five-year low, meaning kids aren’t leaving because they know there’s nothing else out there.

A soft labor market plus rising rates?  That’s a recipe for stagflation, not growth.  No wonder Gen Z’s more interested in crypto scams and video games than climbing the corporate ladder.

So, where’s this economic rollercoaster headed?

The Fed© is in a bind.  They’re being pushed to cut rates to juice the economy, but inflation is still hovering near 3%, and it’s flexing upwards.

Keep printing money, and inflation could roar back like a drunken ex with a cell phone at 2am.  Raise rates too fast, and you choke the economy, spiking unemployment and tanking stocks.  Meanwhile, the Treasury is issuing bonds like they’re piñata stuffing, but buyers are scarce.  Foreign central banks own $8.7 trillion in Treasuries, but they’re pivoting to gold because it’s the only central bank holding that’s appreciating.

This all points to a reckoning.

Printed greenbacks are flooding in, but it’s not going to bonds—it’s chasing gold, oil, and maybe that Bitcoin your nephew won’t shut up about while not yet fleeing from the S&P 500, who will end up getting the cash anyway.

Superman® does have a cousin without superpowers.  Poor Norm-El.

Markets might keep bending, but history says they will eventually break.  It could be a slow bleed, like the stagflation of the 70s, or a sharp crash, like 2008.  Either way, the government is spending like a toddler with a sugar high and a credit card, and the bill will eventually be paid by the borrower.

Or the lender.

I worry that we might be seeing an economic rollercoaster, but that’s still better than the most powerful carnival ride:  the merry-go-round.

It has the most horse power.

Disclaimer:  I am not a financial advisor.  You would be foolish to trust me for financial advice, since I have taken my own advice many times and based on the results I consider myself a sketchy source on my best day, so you should talk to someone who knows more about it than an Internet humorist, even though I’m currently sober.  Currently.  As far as you know.

The A.I. Bubble: Two Outcomes

“The ban on research and development into artificial intelligence is, as we all know, a holdover from the Cylon Wars.” – Battlestar Galactica (2004)

When I asked my mom if I was ugly, she said, “I’ve told you not to talk to me in public.”  (All memes as found.)

I remember the dotcom bubble.

Back in the late ’90s, everyone was throwing cash at anything with a “.com” slapped on it.  Anything.  Take Pets.com™, which had the idea that they could take orders for dog food online and that would lead to them being worth a trillion dollars.  Instead?  They spent $11.8 million on ads which resulted in $619,000 of total sales.  But wait, there’s more!  Their business strategy was to sell their products at 30% of what they paid for them!

Genius!  I suppose they thought they could make it up on volume?

That’s just one example, and there are thousands of companies that burned through money like cocaine-addled chipmunks going through nuts.  Billions of dollars vanished, but hey, at least we got Jeff Bezos managed to get a slightly used wife out of it.

Fast-forward to 2025, and we just may be in Dotcom 2.0: the AI edition.

This time, it’s not websites filled with dancing hamsters.  Nope.  Data centers are sprouting like marijuana in a Colorado hippie’s backyard.  Chipsets are piling up like Indians in Canada.  The spending is insane on this bubble, and if history’s any guide, the pop could echo for decades.

The source of this frothy mess?

Massive investments in AI infrastructure.  In the first half of 2025 alone, spending on AI data centers and related gear added more to U.S. GDP growth than all consumer spending combined.  This is about $75 billion from AI infra versus $69 billion from folks buying lattes and lawnmowers.

I tried to get the lid of my pen for ten minutes.  Nothing was working.  Then it clicked.

That’s right: Big Tech’s server farms are propping up the economy more than shopping. Companies like Microsoft®, Google®, and Meta® are pouring trillions into building these behemoths, buying up NVIDIA® chips like they’re the last Twinkies® in a zombie apocalypse. It’s not just servers; it’s cooling systems, fiber optics, and enough wiring for George Bailey to finally lasso the Moon.

Why?

Because AI needs compute power like a teenager needs a cell phone:  continually and without gratitude.

So, how long can this bender go on before someone yells “last call”?

Analysts are projecting explosive growth through 2030 but they also told people that Pets.com® made sense.  Bubbles don’t burst on schedule, they pop when reality bites.  McKinsey estimates we’ll need $6.7 trillion worldwide by 2030 just to keep up with compute demands from the various AI products, while the global AI data center market is forecasted to balloon from $236 billion in 2025 to $933 billion by 2030, growing at a scorching 31.6% yearly.

Where will the power come from?  10 gigawatts of new data center capacity will break ground this year alone, with construction at record levels and power transmission delays stretching to four years in some spots.

Before electricity, were people sentenced to death in the acoustic chair?

Let’s extrapolate this:

If spending keeps doubling every couple of years, as it has since ChatGPT lit the fuse, we’re looking at a timeline where the frenzy peaks around 2028-2030.  By then, data centers could consume as much electricity as Gavin Newsom’s blow dryer, and the supply chain for chips and rare earth metals starts buckling.

Analysts predict data center power demand surging, but what if AI hits diminishing returns?  We’ve seen it before: the dotcom buildout assumed infinite internet growth, but when the stunning genius of selling products for 70% less than you bought them for didn’t pay off, the house of cards folded.  Rapidly.

If AI doesn’t deliver massive productivity gains or the company can’t figure out how to make it up on volume, investors pull the plug.  My guess?  This bubble could inflate for another 3-5 years, then deflates when ROI reports come in looking like a kid’s lemonade stand profits for some companies.

Salmon don’t watch cable TV.  They prefer streams.

It’s not just the data centers themselves; the ripple effects are creating mini-bubbles in related bits of the economy.  AI’s thirst for electric power is turning it into the new oil.  The International Energy Agency projects global data center electricity demand more than doubling by 2030 to 945 terawatt-hours, enough to power Australia several times over if they ever figure out electricity.

This means billions funneled into new power plants, grid upgrades, just to keep the lights on in these silicon sweatshops.  Utilities are scrambling: nuclear restarts, solar fields the size of small states, and even deals with fusion startups that sound more sci-fi than spreadsheet.  This is trillions spent on infrastructure, from transmission lines to cooling systems that guzzle water like a camel in the Sahara.  If the bubble bursts, we’re left with ghost grids and stranded assets, much like the fiber optic cables buried post-dotcom that still haunt telecom balance sheets.

What do a ring, a baby, and a threesome have in common?  None of them are going to save a relationship.

What happens if AI reaches its mature end-state? We’re talking Artificial General Intelligence (AGI) where machines that can do any intellectual task a human can, not to mention Artificial Superintelligence (ASI), where they outthink us like we’re Mexican mall lawyers trying to fix a copier.

Some whisper we might already be there, with models like Grok™ or whatever OpenAI®’s cooking up blurring the lines. But assuming we hit it soon, the economy does a backflip.

In the AGI/ASI world, productivity explodes:  AI handles everything from coding to curing cancer, slashing costs and boosting output.

But jobs?  Poof.

Hey, let’s see it take a 15 minute coffee break.

Economists at AEI outline scenarios where AGI displaces masses of workers:  truck drivers, lawyers, artists.  Optimists say it will augment humanity, creating new gigs in “AI wrangling” or whatever.

The dark side for this case:  inequality skyrockets.  A few tech overlords own the AIs, reaping trillions, while the rest scramble for UBI scraps.

Civilization-wise, it’s transformative: endless innovation, but if ASI “solves” economics without humans, we enter a post-scarcity utopia . . . or dystopia, where labor is worthless and purpose is a luxury.

If we’ve hit AGI/ASI now (debatable, but let’s play along), the bubble accelerates short-term as companies race to integrate, then crashes when overcapacity hits.  Data centers become obsolete overnight if ASI optimizes compute down to a laptop.  The fallout?  Trillions in sunk costs, like building railroads right before cars took over.

Scooby Doo® taught many kids that if they smoked enough pot, their dog would talk and help them look for snacks.

If AI fails (and there is no sign of this) we end up in, at least, a dotcom-style recession.

At least.

If AI succeeds, in the best case we end up in a strange, post-scarcity world, but a world that hardly needs us.

I guess we could make it up on volume?