Chamath Palihapitiya

These are sort of the things that our robots are using to help to speed up decision making process and make sure you're accurate.

And so in some cases, Admiral Houston has talked about 90% improvements to speed up manufacturing using the technology that Gecko builds.

And you're seeing companies like Anduril now working with us.

He might drop a bomb any minute.

Yeah, I think he's doing a speech pretty soon.

And so it's just amazing to see the adoption.

But on the energy side, right?

That's been the biggest growth areas for our company.

It's just been these large energy companies and power companies.

They're trying to figure out, okay, all of these...

all these hyperscalers are trying to figure out how to get infrastructure.

They're focusing on CapEx a lot, right?

Well, what if we started to play a game where, you know, we have access to these problems, to these really, you know, these GDP driver companies.

What if we actually took an AI native, or in our case, what we've seen a lot of companies be is like, how do you robot native first?

to support the AI initiatives by injecting and taking a very aggressive approach in how to implement and put robotics to use to help build up the data infrastructure to then layer on AI models.

And so that's at the heart of what GEICO does.

That's why I started this company 13 years ago with this premise of data matters as it relates to being able to have all the gains that you see in software.

That's right.

We build the robots and the sensors that go around and look at diagnosing the health of the built world.

That means just like understanding and getting the largest inventory and database of information about the health of built structures, bridge, dams, submarine, whatever it is.