Chamath Palihapitiya

Thank you.

Especially when I'm in Davos, this is my title.

Yeah, exactly.

I came in right at the heart of it.

Yeah.

You had to learn a different language, actually.

Really?

Yes.

They did.

It's actually a performance tonight, but there's a lot more focus on, okay, let's get down to the brass tacks.

We hear a lot of CEOs talking about AI, but actually a lot of the conversations I'm having in the Congress that are already is just about, okay, where's the ROI from all the AI?

Wow, business.

It's actually business.

It's actually trying to get to the first principle, to the roots of, okay, how do you actually get artificial intelligence to deliver on the promise?

And funny enough, a lot of it comes down to this really interesting gap that exists in AI, which is like all the information and data set that you need to actually turn all of this into actual return on investment and productivity gains, especially for these like large infrastructure, large asset owners, like the energy or mining or manufacturing companies of the world.

And so that's a big focus.

Yeah, that's exact.

Yeah, that's right.

We do about 30% of our business is defense.

So we work or Department of War, I guess I should say.