And Iran is the really dangerous flash point because as you know the Russians are now closely allied with the Iranians. The Chinese are moving in that direction as well. And if Israel gets involved in a war with Iran, we're going to come in in all likelihood.So this gets at the escalation problem. Now, to counter the Iranian escalation scenario, the fact is Iran does not want a war with the United States and the United States does not want a war with Iran. And it's the Israelis, especially Benjamin Netanyah ...

If I had to guess about what has changed from 2021 to 2025 is that most companies have realized that buying yet another vertical software solution is not going to help their business that it typically adds bloat, it adds cost and it adds people. And I think starting in 2023, what people started to guess is at some point in the near future, you're going to have some AI way of rewriting all of this vertical software. And I think that's why it stopped growing.I don't think this SAS market ever had the return o ...

The game here is who wins the AI prize five years from now. Shimoth, who's your number one and number two. Tesla's one and Google's two.And the reason is because they are the closest to having that vertically integrated stack that I spoke about. I think that Tesla has the best vision models. Now with XAI, they'll have one of the best LLMs and reasoning models and they'll be able to eventually stick that on Dojo.And then all of that will be in all of the physical AI that you will interact with in your daily ...

Who's your number one. Who's your number two if you had to could only bet on two here to achieve super intelligence AGI let's just say win the AI re win the AI uh big prize the big prize super intelligence AGI you know in the midterm five years five years from now we're sitting here Thomas give me your number one give me your number two look I I think to me number one I I still think Nvidia right I don't see the GPU kind of getting displaced I see additional architectures kind of coming on board right and g ...

You're a self-proclaimed Democratic socialist running for mayor of the financial capital of the woods. New Yorkers are hungry for a different kind of politics. A politics that puts working people first.There is a new poll showing Zoran Mami actually leading Andrew Cuomo in New York City's race for mayor. This one poll hints at the possibility of a major political upset. My contrarian belief is that we'll see a rise, a dramatic rise in socialist movements in 2025 in the United States.Okay. And I think that s ...

Do you care about how these companies go public. Like do you care about spack versus direct listing versus IPO. I don't.I only care about the quality of the underlying asset and what I think it can be worth 5 years from now. Now, obviously I do care about the liquidity that I'm getting in the IPO Chimoth. Am I getting a million or 100 million or a billion as the float, right.That's number one. And obviously, I also do care about the percentage that is floating and I do care about the lockup. Those three ele ...

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Whimo has just surpassed 10 million fully driverless rides. That doubles its lifetime total in just the last 5 months. We drive in a week more than a human drives in a lifetime.You can say that as a company that runs fleets, but we're the only company where it's one driver. That's not the way the world is organized right now. FedEx has a lot of drivers. All of you who have Teslas have a lot of drivers. Like, everyone has a lot of drivers.And all of those drivers have different capabilities. This is one driv ...

There was a lot of talk on the on the flip side on the GDP side. What if actually AI can increase productivity and regrow GDP faster than expectations. Even taking doctors as an example, this new company coming in and developing kind of a diagnosis engine.And already a third of US physicians are on the platform using it, you know, 10 times a day to kind of help diagnose. You multiply that by the legal profession, coding, I think we're already seeing. What if we just see an explosion of productivity gains ac ...

I've studied Apple basically my whole career. If you think about their defining competitive advantage was the integration of hardware and software that led to the beautiful MacBook that we're all using. It led to the iPhone and the fact that they were so coupled between hardware and software, the user interface, you know, etc. And I think it directly led to them winning let's call the mobile era.In AI, they're the opposite. They don't control the silicon. They don't control the underlying models.And so now ...