Tom Bilyeu's Impact Theory
Tom Bilyeu's Impact Theory
Impact Theory
Bernie’s Billionaire Tax, Mamdani vs. Amazon & Bukele Takes On Haiti’s Gangs | The Tom Bilyeu Show
2 hour 10 minutes Posted Nov 11, 2026 at 9:00 am.
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Welcome to Impact Theory. In today’s episode, the team breaks down a hot October inflation report, with consumer prices up 0.4% and Fed officials floating a December rate hike, possibly a half-point. Tom argues that hiking into a weak, supply-shocked economy could repeat the European Central Bank’s 2008 and 2011 mistakes, while admitting he’s glad he isn’t the one making the call. Next, Nvidia and Jensen Huang face a shareholder class action alleging they misled investors about his relationship with a Megaspeed executive reportedly suspected of spying for China. Then the team reacts to Anthropic’s report that Claude Fable 5.2 coordinated more than a thousand subagents over eight days to build a bootable operating system. They also debate AI-made games and short films and who actually captures the money, and dig into SpaceX’s request to launch up to a million solar-powered satellites as orbital AI data centers. On the political side, Rep.-elect Don Leonard says senior House Democrats warned him of a “living hell” if he didn’t back Hakeem Jeffries unconditionally. Bernie Sanders vows a federal billionaire tax after California’s Prop 40 falls short, and the House sends Thomas Massie’s Hegseth impeachment resolution to committee in a 211–204 vote. The room splits over Mayor Zohran Mamdani’s push for the Delivery Protection Act and whether Amazon’s contractor model is a loophole or a rational answer to regulation. Finally, the team covers Nayib Bukele sending special forces into Haiti after gangs kidnapped four Salvadoran aviation technicians, and James Gunn and Peter Safran’s exit from DC Studios under David Ellison. Super Chats cover Godzilla Minus One, unions, and why foreign central banks are buying gold.Note: This episode contains opinion and commentary on developing stories, including the Nvidia shareholder lawsuit and unproven espionage allegations, Rep.-elect Don Leonard’s claims about House Democrats, and El Salvador’s operation in Haiti. Views expressed are the hosts’ own, and nothing in this episode is financial advice.What's up, everybody? It's Tom Bilyeu here:Want my help starting a business? Join me here inside Zero To FounderSign up for my AI Masterclass:  AI MasterclassFollow Me:Instagram: https://www.instagram.com/tombilyeu/Tik Tok: https://www.tiktok.com/@tombilyeu?lang=enTwitter: https://twitter.com/tombilyeuYouTube: https://www.youtube.com/@TomBilyeuTailor Brands: Check out Tailor Brands to launch your business starting at $0 + state fees: https://bit.ly/TailorBrandsSeptQuince: Free shipping and 365-day returns at https://quince.com/impactpodPipedrive: Get more leads and grow your business. Go to https://www.pipedrive.com/impact and get started with a 30-day free trial.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 HeyGen: Create your first three AI videos for free at https://heygen.com/impact.Tailor Brands: Check out Tailor Brands to launch your business starting at $0 + state fees: https://bit.ly/TailorBrandsSept
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