Caroline Hyde

speaker

8,902 appearances 181 recordings 4 series first heard Aug 2025 last heard 12 Jun

Caroline Hyde’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 179 in all, peaking in Jan 2026 with 39.

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Bloomberg Tech · Wall Street CEOs Summoned to Discuss Anthropic AI Risks · 10 Apr 2026 podcast

the drone companies like kratos for example aero environment what happens here is that war has changed right it's it's perhaps not as much about the 200 million dollar missile but the 2 000 drones that you can send over for you know hundreds and thousands of dollars right and it's more effective they're unmanned drones and things like this

It's more about information and the ability and priority of decision-making versus just tanks on the ground, right?

And I think AI has changed completely the way that the world will approach war.

And so if you think about that, we've had trillions of dollars of spending in aerospace and defense.

since the Cold War, it's the highest amount of spending that we've seen, and that's projected to just continue to grow at a 20 to 30% CAGR after Iran and the conflict, who knows even more, right?

So I do think that a lot of the drones, the satellites, the space names, the Palantirs longer term will be on the eyes of investors for that reason.

Not to mention with the SpaceX IPO coming up and Artemis ongoing, Sylvia Jablonski, it's been great having you with us.

Thank you.

Of Defiance ETFs.

Coming up, we'll discuss the major AI models that come out.

thick and fast this week.

What do they compete against?

And how is that competition between the Frontier Labs?