So should we expect some more departures, Steve. Well, I think we may look another tough quarter for Tesla. Unit sales down 14% year over year.Q2 revenues coming in, we think at about 23.5% billion. That's down 8% year over year on track for 97 billion in total revenue. So we have here is flat growth.And when Tesla is hyping itself as a high tech company, which I think it is, it's hard to sell the flat growth story. So they need to keep talking top executives in place. They need to get new product to market ...

You know, we've been selling for years and I continue to sell. You know, we have so much stock and we have a lot of clients that really believe in the Tesla story. And and we've kept some stock, obviously in our portfolios.But in my ETF, I'm out of Tesla completely out of out of my GK ETF and and it's mostly because the business is declining and these earnings results continue to to show that the business continues to decline and in some kind of troubling ways. So as much as the previous guest is bullish on ...

There's been a really big focus in D. C. of the macro level, large scale infrastructure, the world's biggest companies.Critically, the leaders in the American technology stack and then how the economy will follow suit. But actually other parts of the conversation about how the broader American economy from small and medium businesses to mom and pop shops are going to be impacted by the action plan. Therefore, I'm delighted, speaks Kelly Lefler, his director of the SBA.I mean, that's how you framed it on sta ...

Semiconductor Industry & National Policy - The U S aims to lead in transformational technologies like AI, requiring collaboration between public and private sectors [3] - Computing is crucial for national security and economic growth, necessitating a balance between strengthening America and global development [9][10] - The U S administration acknowledges the complexity of global semiconductor supply chains and the importance of collaboration with allied countries [11][13] - Onshoring manufacturing capabilities for U S needs is a priority, while leveraging global resources from allied countries [13] Energy Efficiency & Infrastructure - High-performance computing is foundational for unlocking potential, with a focus on energy efficiency in chip design [5][6] - Ensuring sufficient power for computing demands is critical, supporting the acceleration of data center construction and power capabilities [7] - AMD is focused on making its chips the most energy-efficient [6] Manufacturing & Cost - Advanced chip manufacturing in the U S is possible, exemplified by activities in Arizona with TSMC [15] - The action plan supports bringing necessary resources (regulatory, power) to accelerate manufacturing [16] - Manufacturing in the U S may be marginally more expensive (high double digits percentage, less than 20%, more than 5%), but it enhances supply chain resiliency [18][19] Export & Global Market - Exporting American technology is beneficial for global development, even to economic adversaries, requiring a balanced approach [9][10] - The administration is working with the industry to understand constraints related to technology exports [10] Action Plan & Future Steps - The action plan serves as a blueprint for public-private partnerships, focusing on exports and open ecosystems [22] - Collaboration with the Department of Energy and national labs can accelerate AI development in the U S [23]

Energy & AI Strategy - The US aims to dominate energy creation and technology to win the global race, addressing previous shortcomings through the AI action plan [2] - The administration prioritizes unlocking the American technology stack within the energy sector [3] - AI is crucial for unlocking energy potential, requiring physical intelligence data to fuel AI models [4] - The US has the opportunity to out-innovate its way in energy generation due to its lead in AI, robotics, and physical intelligence [6] - The focus of the action plan includes cutting red tape and deregulation to unleash private sector involvement in energy creation [7][8] - Exporting American AI and robotic technology ensures American values lead in technology development [9] Competitive Landscape - By 2030, China is predicted to have three times the energy generation capacity of the US, posing a significant challenge [5] Infrastructure & Technology - By 2030, the US could face 100 times more blackouts and brownouts if energy manufacturing isn't supercharged [3] - Critical assets powering the grid have only four years of remaining life [4] - Gecko Robotics is rolling out products to 250 power plants by 2026 to unlock more capacity and extend the life of power plants [7]

Economic Growth & Competitiveness - The White House action plan aims to provide "shock therapy" for American competitiveness in the industry [2] - The plan balances security objectives with the need to scale the industry and remain competitive through investment, infrastructure, and diplomacy [3] - Deregulation is a central pillar to unleash American builders and foster job creation by reducing time spent on legal fees and bureaucracy [5][6] - The plan emphasizes historic investments in critical infrastructure, especially the energy grid, to increase electricity supply which has stagnated since 2008 [4] Technology & Innovation - The administration prioritizes AI opportunity, contrasting with an overemphasis on safety stemming from concerns about negative impacts on labor markets [10] - Exporting the American technology stack is important to expand market share, lock out competitors, and establish America as the platform on which the rest of the world builds [7][8][9] - The goal is to have a broad and diverse user base to develop the most advanced algorithms [8] Labor Market & Productivity - The administration believes that increased labor productivity through technological breakthroughs like AI will lead to increased demand for labor and job creation, referencing Jevons Paradox [10][11]

So the 150 million, what does it help you do. It helps us continue to help our customers build and demonstrate trust across the Internet. It demonstrates trust across the Internet.I mean, immediately makes me think of today's news flow with worrying about Microsoft in the hack there. I mean, is this something that you're worrying about more broadly that security isn't strong enough, particularly when it comes to access to third parties. Yeah, I think what we've seen is security online.It's an increasing con ...

You really look at the way in which we can implement AI from a governance perspective, from a risk tolerance perspective, from a cultural perspective within businesses and arena. When you're looking at this report, when you're thinking about AI being more hands off, more pro-growth, is that the right way. Well, good to see you, Caroline.And today, we really commend the White House on launching the action plan. I think if you dive a little bit deeper into the action plan, there's a key, key statement and sen ...

The main character fighting Elon Musk's battles for him is Jared Britchall, who's the head of his family office. He's listed as the CFO for several of his companies. He's the one who led the 250 million investment in Donald Trump's re-election.He's like the fixer for Elon. Can you explain how he manages what Musk calls his legion of children. Jared is listed as an executive at a bunch of Elon Musk companies.He's like sort of a conduit on the business side, but behind the scenes, he also had this other seedi ...

We both printed it out, all 23 pages. We haven't read the entirety of it, the skimmed it, but we've been talking for a while about how the focus of the document is infrastructure related, the American technology stack and the energy to support that. Is there substance to it.Well, the substance will really bear out over time, as we see a lot of administrations, not only the Trump administration, but all of its predecessors have flooded Washington with these sorts of policy directives in the past. And the cat ...