Don't Listen to the Skeptics, Ai Will Change Your Life for the Better | Joe Lonsdale
The Rubin Report
Emma Dog Productions
4.6 • 14.2K Ratings
🗓️ 9 May 2026
⏱️ 43 minutes
🧾️ Download transcript
Summary
Dave Rubin of "The Rubin Report" talks to Joe Lonsdale about AI, Palantir growth, the future of tech innovation, productivity growth, and America's coming industrial revolution; why AI will create wealth and new jobs rather than destroy opportunity; the debate over "robber barons," capitalism, and economic growth; how envy and "mind virus" politics hurt innovation; school choice, education reform, and defending liberty; the dignity of work, automation, robotics, and vocational jobs; and the role of government, defense tech, and AI regulation in America's future; what Palantir actually does; how Palantir grew out of PayPal anti-fraud technology after 9/11; AI, big data, and counterterrorism tools used by the CIA, FBI, and NSA; balancing civil liberties, government surveillance, and libertarian values; how Palantir tracks audit trails to prevent abuse of power; AI defense systems, Anthropic, Israel, Iran, and military intelligence; and using AI to detect government fraud, Medicaid abuse, NGO corruption, SNAP benefits fraud, and healthcare entitlement waste; California and New York decline, Gavin Newsom, Zohran Mamdani, wealth taxes, billionaires fleeing blue states, Miami and Texas growth, government unions, teachers unions, corruption in California politics, homelessness, crime, infrastructure, and why Florida and Texas are attracting investors and tech entrepreneurs; why red states like Texas must fix cities like Austin to prove conservative governance works; and policy ideas for illegal homeless encampments, property taxes, and empowering citizens to hold local governments accountable, and much more.
Transcript
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| 0:00.0 | I think we're in the early innings, very clearly, of an industrial revolution. |
| 0:03.0 | We're seeing lots of new job creation. We're seeing lots of growth. So far you can see that you're making every person more valuable. Right now we have 7 million unfilled vocational jobs in this country. Everyone always complains online. Like, of course people are angry, they're losing their jobs. Like, A, unemployment's low, but there's lots of ways you can get a job right now if you're willing to work. culture as a problem people not only to work, just not a culture people who can't find work. |
| 0:22.0 | It's different. |
| 0:23.0 | I think we have to understand problem people not willing to work. Just not a culture people who can't find work. It's |
| 0:22.1 | different. I think we have to understand what an industrial revolution is and what productivity growth means. So if you look at America, about every 90 years, we've destroyed about half the jobs. But you know what? If we didn't destroy those jobs, we would all be a lot poorer. Right? you always tell people if you want everyone to have jobs, we banned farm tools, and we would not have time most of us to be on doing podcasts. We would instead be farming. So what do you think that does to us as humans? It's obvious things to what's happening in AI, both on the new therapies and cure diseases and on how you run health care administration and services. We can make healthcare so much better and so much cheaper, like so much cheaper, like less than half costs where everyone does better. But what's the most money in |
| 0:57.0 | government? It's health care entitlements, right? That's before the most money in government. So, of course, they start hooking up some of, like, you know, Medicare, Medicaid to the NGOs. And then I think we have to make watch all the data at the NGOs really carefully with using secretary, see the date at CMS for like what they said they were supposed to be doing, |
| 1:10.2 | you're going to find tons of product there. |
| 1:11.8 | All this stuff that would have been like the |
| 1:13.4 | 2030s 2040s 2050s it's all being accelerated into the next few years |
| 1:18.5 | all right palatier guy 8 VC guy university of awesome All right, Palantir Guy, 8VC guy, University of Austin guy, on financial news shows guy all the time. |
| 1:38.2 | What else, Lonsdale, before we begin, Joe Lonsdale as I pour tequila? |
| 1:41.9 | I'm excited to try your tequila, Dave. |
| 1:43.4 | Only my coolest friends have tequila. I hear this. This your tequila day. Only my coolest friends have tequila. |
| 1:45.0 | I hear this. |
| 1:45.4 | This is very good. |
| 1:46.5 | We also have a Pauce Institute in 20 states, the Cistro Institute. But yes, those, you know, and this week, it was very big for Poundt here you saw yesterday. We can think, you know, I don't know if you saw the net income of the company this quarter. Yeah. is higher than the revenue was a year ago. |
| 1:59.6 | So it's growing so fast that actually it's like net income, gap net income was higher than revenue. |
| 2:03.4 | It was crushing it. |
| 2:04.3 | Well, in that case, at some point, I'm not going to start the conversation with this. I am going to ask you once again exactly what Palantir does because you get a lot of different answers. And then we can compare, we can compare your answer in this sit down to when we did this about a year ago in that chair. and we'll see if they match up. But first, cheers, my friend, welcome back. And you, I think I can call you a Ruben Report veteran now because you've been, you've been third time, at least the third time. Yeah. So let's see. It's very good. I like it. Come on. And once you let that breathe a little bit like it's just the best repo you've ever had. And I was on the first time I really talked |
| 2:37.4 | about the process and everything. good. I like it. Come on. And once you let that breathe a little bit, like, it's just the best |
| 2:34.4 | repo you've ever had. And I was on, the first time I really talked about the process and everything publicly was on your podcast. At your place. Can you get this like at the grocery store or something? We're at some stores in Florida right now. We're mostly selling online. But that's a lot. You can a buy online. You couldn't use a bias online a few years ago. |
| 2:49.9 | Well, one of the things, maybe I can get some sage wisdom from you, one of the things I'm trying to figure out is, do you just go totally new school and direct to consumer online? And yeah, you got to wait two or three days, but you're going to get your tequila. Or do you break into this sort of quasi-mafia run business that's old school? and you've got to pour a ton of money just to get on the shelf and everything else. And that's what I'm challenging. I mean, I'd find some distributors and let them get them to invest alongside you. I make friends, man. I only knew some investors. Some who've invested in other things that I've done, who I might be sitting with right now. You got to figure it out. As a business, because you gotta go bar to bar and stuff. I've had a bunch of friends here. But this is really good, so, you know. Well, we will see. But this is not about tequila what we're gonna talk about today. What I really want to focus with you is some of the positivity around tech in the future, future because one of the things that I'm seeing in the last, let's say since |
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