Cyan Banister

Yeah, that's a Saudi conglomerate. And so that exited for 3.7 billion. And I think we're going to start seeing some movement, especially with the new administration.

When this investment was initially made, there was not a lot of money going into security. There still isn't. It's an under-invested category and with AI and the threat of the types of things that people can build and vibe-coding and everything in between, you're going to need better security. I'm excited to see that maybe this might become an investable category.

if you look at Shein and Timo before this podcast, I wouldn't looked up that their prices are up by 27 percent or something like that. And so when you used to be able to get a garment for $18, you're now paying $37 and Zara is like $75 for an equivalent.

And so when you have a bunch of people who can't buy anything, and consumerism is a big part of our, unfortunately in some ways, our culture, what does that do to our country? If you're looking around, there's urban blight everywhere in retail, and we can't fill our malls, we don't have brick and mortar stores, they're shutting down, Forever 21 just shut down.

Well, obviously, Boeing is the big loser here. You've got to, it's interesting to me how bad they just fumbled this.

while China is, you know, their kids are the leaders in AI. You know, DeepSeek should show us that, you know, we have underestimated China every step of the way.

I think that the government has long relied on private industry to solve some of its biggest problems, and that's what sets us apart from other countries in the world. And so you look at some of the best companies like SpaceX, Andoril, etc. We need more companies like this if we're going to compete. And so doing this absolutely makes sense, and it's just going to help the sales cycle to get that sort of stamp of approval that our government is using that software.

And so the free market solution is the only solution. If you look at I have an investment in a company called Kin Insurance, and they specialize in direct to consumer insurance for areas that are plagued with natural disasters... So you're not allowed to use a weather model to price in, you know, your decision making for insurance in this state. And that just doesn't make a lot of sense.

I think he's going to have to deal with advertisers next, though. I mean, that's one thing that X doesn't have to deal with as much, and that's going to be the second problem he's going to have is not just the government, but do advertisers want to be next to some of the content that's about to appear.

It's very strategic. If you look at the Panama Canal, I believe either end is operated and controlled by China. We are at war with China, whether we like to admit it or not, in my opinion. This is very strategic.

We haven't even barely touched what AI is going to do and change and all of the various things that are going to come from it. And the early adopters cannot use Cloud without getting shut down because of scaling issues. And I don't think those are artificially created based on the type of investing I'm doing. And so I'm very bullish on Nvidia.

Yeah, I'm really excited to talk about it because I think I've been trying to figure out how they justify their valuation over the long run. And I'm not a public market person, but I am fascinated with Nvidia. And their Cloud GPU business is definitely a majority of the revenue. So I think a lot of what we're seeing is them trying to grow into that and trying to expand in case the music stopped. Now, I don't actually think the music is going to stop.

But it is true, this is going to be the largest breakout in robotics we've ever seen, if Waymo is any indicator.