Anthony Pompliano

So he's like, you know, these are like the top model companies, the top software engineers, etc.

And they're still outsourcing to an ERP.

But he's like, but that's a system of record, which may be different than many of these other software companies.

And so how do you think about like what companies will build internally versus maybe it's just the existing large incumbent gets disrupted, but it's by a net new kind of startup where that's AI enhanced or AI powered.

And so it's less about like building.

NVIDIA, monster earnings, stock sell-off.

What's going on?

Jensen is the godfather of AI.

He's supposed to carry the market.

The way he goes is the way the market goes.

Monster numbers, but negative reaction in stocks.

Mind-blowing in what way?

We haven't married one year.

So what you're arguing is AI is this nuclear weapon because it is going to give us superhuman intelligence that can be applied from a national defense, a security, et cetera standpoint.

Separate to that, Anthropic said, hey, we are going to take off these safety measures because of the speed of development that they need to keep up with their competitors.

But now these two things are coming to a head because the Department of War called Dario into the principal's office and said, hey, you can't tell us what we can use the technology for.

He then jumped the gun and did the old, well, I'm just going to make it all public.

And then I saw Emil Michael call him a liar publicly.

It's getting nasty out there.

What do you think happens with the government?