Evictions are not violence — private property rights are the foundation of American liberty, and the socialist framing that property owners are evil to justify taking their property is the beginning of a transition toward tyranny.
Friedberg argues that the socialist movement's characterization of evictions as violence and landlords as evil is a repeat of the classic pattern: morally justify taking private property, which ultimately destroys the foundation of liberty and leads to tyranny. ✦ AI generated
David Friedberg · All-In Podcast · 2026-07-24 · original ↗
starts at this moment · 72:50
The moment the idea is admitted into society, that property is not as sacred as the laws of God, and that there is not a force of law and public justice to protect it, anarchy and tyranny commence. ... fundamental to the foundation of the United States of America was this idea of private property rights. ... this idea that you can then claim acts of violence, that you can then claim circumstances of extraordinary, extravagant wealth and say to that individual, I now have a right, the government now has a right to take your private property ultimately leads to this tyrannical form. ... It always starts with this framing of moralistic intent. We are good. You are bad for the following reasons. You have committed violence against the people that live in your building. ... the first framing is that the private property owner is evil and that the private property owner has committed an act of injustice against those who don't have the private property and that is the justification for taking away their private property rights and it is the beginning of this transition towards a tyrannical system.
verbatim transcript · starts at 72:50
72:36savvy move right this is all of us think this is a good I mean, if you want to bet against Google's deployment of capital into infrastructure because you'd rather have them give you cash for your shares today, you shouldn't own the stock and someone else will buy it. I think Google wins in a lot of different ways. There's just so much to Google. There's the consumer business, which is a lot of stuff.
73:02There's also YouTube. There's also GCP. There's also this portfolio of other bets, which by the way includes 10% of SpaceX. and a good chunk of Anthropic that they own and so on. Whimo worth took a hundred billion dollar write up on Anthropic in the quarter. So they had a hundred billion dollar mark to market on on Anthropic just in one quarter and they own a piece of all these
73:25businesses. So there's a lot to like about Google, but just on GCP, I think that there's probably no better suited enterprise layer than GCP to take advantage of capturing value with AI for that enterprise setting. I think >> I think you're just so much better because you have so much of your enterprise data, all your email, your drive, a lot of information that you would want to have AI have knowledge of
73:53and have AI have access to to improve workplace productivity. And then they're model agnostic. I mean, you can run any model you want and you can run any workflow you want and you don't have to be tied in. A lot of other cloud service providers, cloud SAS, they're kind of model dependent. It's run in a certain way. With Google, you can better tune your system how you want to tune it. And
74:12what's the worst worst worst case scenario? The worst worst worst case scenario is they have the lowest cost infrastructure in the world to run other people's models as a service like Elon did with Grock with the Colossus >> Elon Web Services seems to be doing pretty great. >> And look at the return Elon's making on the Colossus install. So I think if Google in the worst case scenario, none
74:32of their application layer stuff works, none of their network effects work and they don't have any good models, they're still going to have the world's best infrastructure they can print cash on for years if you believe in AI. So if you want to bet AI, I think the best public market stock to own is Google. And by the way, you also get YouTube, you also get the consumer, you also get
74:50everything else. The multiple is kind of ridiculous right now. >> We talked about this on a previous issue. I I think Chimath and you and I were talking about like what Apple should do next and I I think we both came to the conclusion it's like why not have Apple web services they have such great relationships with developers they have the app store they have this deep
75:07developer it's not so easy because you have to build a cloud service provider you have to build some critical infrastructure it's taken Amazon >> call it 17 years to perfect it >> it's taken Google call it 12 or 13 years to mostly catch up. But the minute that you sign up to be a web provider, Jason, and a cloud service provider, what you're really signing up for is 59s of reliability and