Who gets punished, who gets protected, who gets replaced, and who still believes the system is playing it straight?

These questions have been pulsing in my head like a mantra this week. I read the news, I read the primary sources, I talk to friends in tech, I talk to friends in the trades but the same questions always emerge.

When I sat down to write this I laid out all of my research, as I usually do, and I saw the same questions looking up at me from the page.

Let’s go on a walk through the theme areas then I’ll tell you how the whole thing fits together and where we can find answers.

Austin Franco, a 19 year old Cornell student, turned down an internship because he wasn’t “…interested in working for a jew [sic]”

This message became public when billionaire Joe Lonsdale encouraged the message recipient to “be a strong Jew” and publish the 19 year old’s name publicly on X.

I don’t agree with Franco’s logic and this isn’t a defense. Put the team jerseys aside for a moment and observe the pattern in what happened after a private interaction became a public spectacle.

The scandal is not that people condemned him. Of course they did. The scandal is that a private hiring interaction became a public ritual in which billionaires, media outlets, employers, and state actors all converged on a 19-year-old as an example to be destroyed. I added a sic in my initial quote because The Times of Israel, The New York Post, Fox News, and many other mainstream news outlets have intentionally editorialized the quote by keeping the casing of the original message the same while errantly (to the original quote) capitalizing “Jew”. Many would miss this detail but it tells you everything you need to know about how “impartial mainstream media outlets” would rather editorialize than maintain high journalistic standards.

Next, state and legal actors started circling. Trump DOJ official Leo Terrell, head of the Antisemitism Task Force stated that he would attempt to make Austin Franco permanently unhireable because of the statement.

Now everyone is arguing about who deserves protection.

There were boundaries between speech, employment, reputation, and state pressure. Those boundaries are dissolving in realtime. The result of such a disproportionate response escalated something said in poor taste into a newsworthy purity spectacle. This teaches people to hide their views instead of discussing and improving them.

What you resist persists. Even if this looks like a short-term win to our media institutions and much of the general public, it’s misguided.

Workers can tolerate competition. They cannot tolerate a rigged credential and labor market where institutions pretend that substitution is progress. Indeed, progress for whom?

The labor market has been flooded with H-1B visa recipients. Most of them are from India where recently a fraud ring guilty of issuing at least one million fake degrees was busted. The bust was not widely reported on nor is it the first bust of its kind. Sriram Krishnan, the White House’s Senior Advisor on AI stepped down the same day of the bust amid increasing speculation that his own degree may be fraudulent.

It seems like stupidity for heritage Americans to continue playing by the rules in a labor market that awarded 90% of new jobs since 2019 to foreigners. Yes, really. No, I didn’t believe it myself. Yes I ran all the numbers directly from BLS and can report that this figure is accurate.

You are not allowed to talk about this because our entire economy depends on the cheap labor provided by these workers. Even politicians who should be representing the voice of heritage Americans are beholden to this system because their investments depend on the H-1B system not only for importing cheap foreign labor, but also for artificially suppressing American wages.

Belfast burned for the same reason institutions keep pretending they can manage: suppressed fear eventually returns as street politics.

On June 8, Hadi Alodid, a Sudanese asylum seeker/refugee (who had been in the UK since 2023) attempted to decapitate a 44-year-old local man in the street. A video of the incident was posted online. Within 24 hours there were protests calling for tighter immigration controls. These turned into violent riots where masked groups set fire to homes (believed to house immigrants) and vehicles.

Next door, the U.K. is in crisis.

The Rape Gang Inquiry Report was released on June 16th. According to the report at least 250,000 young white girls were subjected to repeated rape, gang rape, trafficking, torture, pregnancy, and forced Islamic conversion. Every major institution failed catastrophically for decades. Police ignored repeated reports and criminalized victims as “prostitutes”, destroyed evidence, and let known rapists walk free on bail. NHS recorded genital injuries and multiple STIs in children as young as 13, then discharged victims back to abusers with no safeguarding. Then the political class initially refused a public inquiry, suppressed ethnicity data, and framed concerns as “far-right”.

The same pattern emerges. There is a valid concern. The concern is hyperbolized by the media. Once the division lines are made, nobody can earnestly talk about their concerns or they will be labeled racist, far-right, antisemitic, or whatever the grouping-du-jour is. People bottle it up. They don’t develop nuance in their thought because it can’t be discussed openly. Then it festers and comes out as violence and hate.

We’re still early in the pattern with AI. Are we early enough to change it? Uncertain.

Only 16% of Americans think that AI’s impact on society during the next 20 years will be positive.

Hyperscaler capex is projected to reach $750B this year.

Wait…what? Is this being done for us or to us?

OpenAI and Anthropic are racing toward IPO, both have confidentially filed their S-1 paperwork to begin the process. OpenAI’s documents leaked and the results are hardly news, it’s what I’ve been foretelling on my channel for nearly a year now; they are losing billions a year. The most impactful and significant technology of our time (so we’re told), that’s supposed to replace all of our jobs is operating at a multi-billion dollar yearly loss.

Jensen Huang frequently compares the rise of AI to the invention of the car but he must not be talking about financials. When the Model T was released it made Henry Ford extraordinarily wealthy.

Meanwhile, data centers are installed in rural areas driving up electricity bills by more than double for the existing residents.

Just like with immigrants in Europe and H-1Bs in the job market, you’re not allowed to say anything about it and they are criminalizing it in real time.

YouTube began significantly throttling my channel when I began to ask if AI was actually useful. My engagement and click metrics are sky high, surpassing those I had in Q1, yet YouTube only lets a few people see my videos compared to Q1 viewer pools. They have gone so far as to remove the “thumbs up” button for many of you (thank you for your emails and screenshots about this).

They didn’t do this when I exposed NVIDIA’s circular funding, nor when I did a tell-all on Elon Musk, but specifically when I started to question the utility of all of the AI “progress” constantly rammed down our throats.

You are here → they are about to start throwing the critics in black vans. Recent documents leaked to Wired have shown that the New York Intelligence and Counterterrorism Bureau is now cracking down on “anti-tech violent extremism”. These are the leaked documents. The ones we know of. It’s just the tip of the iceberg.

They are not asking for consent. The ownership class and the state have decided that the future is AI at any cost (the taxpayers will foot the bailout bill and the Epstein class doesn’t pay taxes).

In the coming months they will begin to more forcefully suppress any kind of dissent against the “progress” march toward the development of their petty and false god.

So what’s our play? How can we salvage this before people start burning data centers like they’re already burning warehouses?

The common thread is not immigration, AI, antisemitism, or tech. The common thread is legitimacy. Institutions keep treating obvious public concerns as threats to manage rather than signals to answer. Once voice stops working, people look for exit.

Peter Thiel has found a third path and we can steal it. Exit the system, build up your own, then force the original system to negotiate with you on better terms.

I have been intensely researching Peter Thiel since February for my much anticipated, multi-part, tell-all on who he is and what he’s up to. I found the answer to our present crisis when distilling his winning formula.

When faced with institutional decay we may either exercise voice or exit. Voice has failed us. Like Thiel, I believe that there is no longer a political solution to our current crisis.

I am searching for our exit. I see two worthwhile paths.

Flee the country for greener pastures.

Many Americans are moving to Portugal. A nice way to live out your days during the decline but there is no power in Portugal.

Some have moved to Russia. Conservative talking head Candace Owens recently made waves when she visited and spoke highly of the country. As an Orthodox Christian, I am inclined to visit, but given that they recently drafted an American expat to fight and die in their war, I have some reservations about moving there.

China. Is China actually based? I don’t know. You don’t either unless you’ve visited. You may have very strong opinions instilled by American or Chinese propaganda, but you don’t know. I intend to visit. I am studying Mandarin so I can conduct more primary research for this newsletter and better answer this question. We’ll put a pin in the China question for now.

We used to build things in America.

We built the Space Needle in just 400 days. From land purchase all the way to final structure.

To build at that speed, people need shared trust. Shared trust requires shared values. And that is exactly what the current system cannot produce.

More on this next week.

- Dr.J