Breaking Down AI Hype, Economic Uncertainty, and the Real Impact of Innovation on Society

Tom Bilyeu's Impact Theory

Impact Theory

Education, News, News Commentary, Philosophy, Technology, Society & Culture, Business, Self-improvement

4.7 • 5.1K Ratings

🗓️ 21 November 2025

⏱️ 76 minutes

🔗️ Recording | iTunes | RSS

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Summary

Welcome back to Impact Theory with Tom Bilyeu! In today’s episode, Tom Bilyeu and his co-host Drew dive headfirst into some of the most pressing issues shaping our future. From the volatility of today’s markets and the AI boom, to the complexities of wealth, government spending, and the evolution of education, this episode is a masterclass in first-principles thinking matched with real-world urgency. You’ll hear Tom Bilyeu dissect the hype and reality behind AI advancements and market bubbles, breaking down how future profits and technological bets are shaping everything from Tesla’s stock price to global alliances with Nvidia, Microsoft, and Anthropic. On the education front, Drew and Tom Bilyeu debate the effectiveness of the Department of Education, why simply throwing money at societal problems doesn’t work, and how AI could radically reshape how we learn—if we’re willing to measure what truly matters. Of course, no episode is complete without a tough look at wealth inequality, the myth of the “billionaire quick fix,” and what it actually takes to build a lasting, thriving society. Expect strong opinions, grounded wisdom, and plenty of laughs as Tom Bilyeu and Drew challenge conventional thinking and explore what it means to thrive in an era of exponential change. Let’s jump in! What's up, everybody? It's Tom Bilyeu here: If you want my help... STARTING a business: join me here at ZERO TO FOUNDER: https://tombilyeu.com/zero-to-founder?utm_campaign=Podcast%20Offer&utm_source=podca[%E2%80%A6]d%20end%20of%20show&utm_content=podcast%20ad%20end%20of%20show SCALING a business: see if you qualify here.: https://tombilyeu.com/call Get my battle-tested strategies and insights delivered weekly to your inbox: sign up here.: https://tombilyeu.com/ ********************************************************************** If you're serious about leveling up your life, I urge you to check out my new podcast, Tom Bilyeu’s Mindset Playbook —a goldmine of my most impactful episodes on mindset, business, and health. Trust me, your future self will thank you. ********************************************************************** FOLLOW TOM: Instagram: https://www.instagram.com/tombilyeu/ Tik Tok: https://www.tiktok.com/@tombilyeu?lang=en Twitter: https://twitter.com/tombilyeu YouTube: https://www.youtube.com/@TomBilyeu Linkedin: Post your job free at https://linkedin.com/impacttheory HomeServe: Help protect your home systems – and your wallet – with HomeServe against covered repairs. Plans start at just $4.99 a month at https://homeserve.com Bevel Health: 1st month FREE at https://bevel.health/impact with code IMPACT Incogni: Take your personal data back with Incogni! Use code IMPACT at the link below and get 60% off an annual plan: https://incogni.com/impact BlandAI: Call it for free today: https://bland.ai Or for enterprises, you can book a demo directly: https://bland.ai/enterprise Business Wars: Follow Business Wars on the Wondery App or wherever you get your podcasts. Connectteam: 14 day free trial at https://connecteam.cc/46GxoTFd Raycon: Go to https://buyraycon.com/impact to get up to 30% off sitewide. Cape: 33% off with code IMPACT33 at https://cape.co/impact Shopify: Sign up for your one-dollar-per-month trial period at https://shopify.com/impact AirDoctor: Up to $300 off with code IMPACT at https://airdoctorpro.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Good morning, everybody.
0:01.3	Welcome to the Tom Bill U.
0:02.8	Show live as usual.
0:05.1	I've got my man Drew in the house.
0:06.6	How are we doing today?
0:08.0	Good morning.
0:08.6	Nice.
0:09.3	Mason is on community.
0:11.0	And we've got G.
0:12.4	DJing solo today.
0:14.3	So hopefully nothing too crazy happens.
0:16.4	Otherwise, it's going to be pandemonium, everybody.
0:19.3	A market can absorb everything.
0:24.1	Is that kind of similar to that kind of false AI bubble that we've seen last week when people were like well wait a second
0:28.2	everybody's paying each other the AI bubble's going to and then that's that anxiety kind of gets
0:32.8	to the market and then that's when kind of we see those dips in themselves. And then eventually it really will burst.
0:38.6	You can't have the, okay, let me make sure that this is true.
0:43.2	You can have the number of the value of the shares be totally detached from fundamentals.
0:51.3	You can.
0:51.9	And so that can stay irrational, as I say, for a very long time,
0:55.8	because as long as people decide that putting my money here, it's going to go up more than putting
1:01.5	it in the risk-free rate of return, then they're going to put it in there. The stocks themselves
	...

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