AI partnerships and the compute race

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!

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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.

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