I'm really interested in the fact that your you've got holdings in video. You're clearly a supporter of the AI theory, but are we looking at a bubble and you get these sorts of deals. Well, you can go to look at a choice.One, in terms of timing of the deals, if it if it is a bubble, it's potentially an NPV issue. Is it. Are we going to get all this revenue in ten years time or five years time.And that's what the market is trying to figure out right now. People try to compare this to the dotcom bubble, etc.. ...

[Applause] A truly historic day in Israel after more than two years of war since the October 7th attack began. The conflict within Gaza with the visit of President Trump here at the Knesset as well as the release of all of the remaining living hostages into IDF in Israeli custody as well as the beginning of the prisoner release of the Palestinians, beginning the first phase of what is hopefully the end of this war. President Trump arrived in Israel with a hero's welcome with American flags lining the street ...

The world's biggest tech companies are spending trillions to fuel artificial intelligence, building data centers the size of cities and snapping up every advanced chip they can find. Open AAI, the maker of chat GPT, is planning a $500 billion infrastructure project called Stargate. Meta's Mark Zuckerberg, is pouring hundreds of billions into new data hubs.Nvidia, the chip giant at the center of it all, is even financing its own customers, helping them buy more of its hardware. Even AI's biggest believers ad ...

Artificial intelligence is reshaping how banks work, how they interact with clients, and how they compete. It's helping our coders, it's helping compliance. It's helping with HR queries.But then you've also got a lot of top down use cases. I think the future is a genetic AI. That is when we get to really see the game changer, a genetic A.I. autonomous programs that can theoretically perform tasks for a user without supervision are the next step for many banks. Traditional AI is already streamlining fraud de ...

>> COMING TOWN SHOW. WE EXPLORE HOW A. I.COULD RESHAPE DEAL MAKING, TRANSFORM COMPETITION AND REDEFINE WHO WINS IN THE FINANCIAL SECTOR. WHAT’LL IT ALL MEAN FOR JOBS IN BANKING. WE EXPLORE HOW A.I. IS REWIRING HOW BANKS HIRE. THE ROLES THAT COULD BE EMPOWERED AND THOSE THAT RISK EXTENSION.AND FIN TECH GIANT KLARNA’S CEO TELLS ME WHY HE SEES LEGACY BANKS FALLING BEHIND AS A. I. CHANGES THE RULES.>> I WOULD ARGUE THE ODDS ARE PRETTY GOOD AT WINNING. THE A BIG MARKET SHARE. NOW THEY ARE WAKING UP TO FINISH TEC ...

US-China Relations and Geopolitical Instability - The US-China relationship is viewed as a defining conflict, with China having a long-term strategic plan to gain leverage over the US and its allies through industrial policy and military power [8][11][51] - Geopolitical instability extends beyond US-China tensions, including land wars in Europe, the Red Sea situation, and China's actions in the Philippines [8][9] - China is strategically using export controls on critical materials like rare earth magnets to exert influence [10][11] Defense Tech Industry and National Security - Defense tech is crucial for national security, requiring the onshoring of manufacturing and a focus on US and allied manufacturing [8][15] - The industry faces challenges including rare earth magnets supply and industrial labor shortages, particularly in areas like wire harness production [16][27][28] - There's a need for smart industrial policy involving tariffs, guaranteed off-take agreements, and strategies to solve supply chain issues at a national level [16][17] Anduril's Growth and Focus - Anduril has experienced rapid growth, projecting over 6500 employees and aiming to double revenue to over $2 billion this year, with a 400% ramp-up in production [3] - The company is shifting from experimental projects to mass production, focusing on integrating technology with war fighters [3][4] - Anduril emphasizes attracting top talent from tech companies and universities by offering exciting problems, a clear mission, and opportunities to work on cutting-edge technologies [22][23] Space Defense and True Anomaly - Space is increasingly seen as a battleground, with China being an early mover in developing space weapons [33][34] - True Anomaly is developing autonomous spacecraft and software to counter space-based threats and defend US space infrastructure [33][36][38] - The US needs dedicated space superiority capabilities and countermeasures to protect its infrastructure in space [36][38] Palantir's Perspective and Re-industrialization - Palantir views the US-China conflict as a long-term issue, emphasizing the need for American greatness and re-industrialization [61][68] - The company focuses on applying AI to enhance the productivity of the American worker and drive re-industrialization [65][66] - Palantir is involved in both commercial and government sectors, working with various businesses and the Department of War [65][56] Market Reactions and Investment Trends - News of increased tariffs on China and uncertainty about a meeting between President Trump and President Xi caused immediate market reactions, including declines in major indices and semiconductor stocks [5][31][60] - Venture capitalists are increasingly investing in defense tech startups, recognizing the long-term shift and the need to connect the government with the fast-paced tech sector [77] - Startups are not immune to supply chain risks, and investors are considering how tariffs could impact supply chains [83]

My assumption is that the president's true social post was scheduled for 8 a. m. Pacific, 11 a.m. Eastern. We don't know, but it's very simple.He had said that he intended to meet with me in two weeks time, now doesn't see a reason to do so. He threatened to massively increase tariffs on Chinese goods and says that China is becoming increasingly hostile. When you and I met in January, you opened our entire conversation with a forecast of where you felt the relationship between us and China was going.Yeah, w ...

When you hear breaking news that once again, perhaps the relationship between U.S. and China is unfolding. What does that mean for you in terms of the velocity at which you need to allocate money to the start ups are willing to strengthen national defense. Well, thank you both for having me here.There are a couple of different things that we think about when when breaking news like like that comes up. I think one of the critical timelines that we've seen the Department of War really highlight is this 2027 t ...

Your reaction, please, to to the president's statement earlier. Well, it's great to be with you. I think this is really a conflict that's been brewing for the better part of 50 years.The Chinese are showing their hands and it comes down to a fundamental philosophy they have as an outgrowth of the warring states, period. That's when Sun Tzu wrote Art of War, which is that there has to be only one hegemonic. You know, and so it's not enough for China to prosper.America must fall. And this is the tension in th ...

US-China Space Race & National Security - China views space as a battlefield and has been developing space weapons since 2007, gaining a first-mover advantage [1][2] - The US needs dedicated space superiority capabilities to defend its infrastructure and maintain military and economic superiority [3][4] - The US is behind China in fielding defensive and offensive space capabilities at scale [8] Defense Industry & Supply Chain - Onshoring manufacturing and investing in the US industrial base are crucial for national security, especially with increasing tariffs and China's aggression [6] - The industry anticipates impacts from tariffs, particularly when space superiority systems are produced at scale [5][6] - The Defense Department is shifting capital from legacy programs with billion-dollar satellites to proliferated, low-cost architectures [11] Company Strategy & Investment - The company is building low-cost space superiority platforms designed to defend infrastructure in space [12] - The company focuses on military applications of space rather than civil space [9] - The company plans to raise capital again, benefiting from the intersection of defense tech and space trends [13]