And our next guest uh is working with military leadership to help defense tech startups compete directly for Department of Defense contracts. He's here on set. Kyle Bass Heyman Capital Management founder and CIO.Um I guess I'd ask you what you're doing in New York, but it' be such high level stuff that he you'd probably just have to probably not answer, right. Plead. I think, look, I think you'd like what what you're seeing when you have uh Secretary Defense Secretary Fineberg and Katz bringing a private eq ...

Geopolitical & Security Concerns - The US and China are in a state of competition, both trying to buy time to strengthen their positions, potentially leading to kinetic conflict over Taiwan [5][6] - China's military advancements in the South China Sea are a concern that should be addressed alongside economic integration [2] - The US precision weapons capacity needs improvement, with current battle rhythm measured in days, not weeks or months [7][8] - A potential new "axis of evil" may be forming with countries like China and Russia [10] Economic & Industrial Implications - The US is behind China in AI chip production and inference capacity [4] - The US needs to protect domestic industries with tariffs to avoid reverting to the "lowest common denominator," which is China, and facing national security issues [17] - The US is experiencing a global digital manufacturing renaissance, driven by innovation and investment in defense technology [20] - The US is allocating $200 billion in addition to the current defense budget for rare earth metals refining, processing, and mining, plus another $100 billion for advanced defense technology [8] - Chinese cars are becoming increasingly competitive, potentially impacting the US automotive market [11][12][14][15] Strategic Timelines - The US needs approximately 18 months to improve its strategic position [9]