Carol Massar

Jay, I want to go back to what you said about AI and protecting these AI agents and just how you're thinking about that, because I think a lot of people are trying not just to understand the impact of AI on cybersecurity, but the impact of AI on a company like yours when it comes to operations.

So from an operations perspective, with the context of what we saw from Block late yesterday, the company relying more on AI and less on actual human beings, how are you using AI at the company operationally?

to increase your margins, to make your employees more productive.

Nobody's going to answer that.

You mentioned Anthropic, and fresh in our minds is what's happening between the U.S.

government, the Department of Defense, and Anthropic right now.

We're going to be covering that in our 4 o'clock hour today.

But on the government, is the U.S.

government actually buying more of your services right now?

Are deals happening?

Are they getting delayed?

How would you characterize that?

I think it's fair to say Chris Miller saw something years ago.

He's the author of the 2022 bestseller, Chip War, the fight for the world's most critical technology.

He joins us from Pittsburgh this afternoon.

Chris, it's good to have you back with us.

Carol and I were just talking and you wrote this book close to four years ago at this point.

How different is the world of semiconductors and the world's reliance on semiconductors now than when you wrote the book?

In your view, is the promise that many people think AI is supposed to deliver

Will it actually be delivered?