Chamath

after SpaceX, these two guys need to get their act together, file quickly, get out and just get the money, fortify their balance sheets and be in a position.

Everything that happens after that is a total coin toss because once these three companies are public,

I think the blue line will converge to the orange line, and it's going to be nasty.

I think the markets have shaked that off, Jason.

I don't think that they view this Iran thing as a big thing.

I think the big event risk in the market is, is AI real or not real?

And if it's real, what are all of these companies worth?

That is the big sword of Damocles over the stock market.

You're like, take a ticket, take a ticket.

Oh, you have an issue?

Okay, well, you're issue number 17.

Trump DM'd me and said, can you please take this off the docket?

I was like, you got it, boss.

I think two things.

And the president kind of alluded to one that I think is very important, which is if you are not energy independent,

you are at risk.

And I don't know how many more examples now that world leaders need to be shown to get their acts together.

So if the Ukraine-Russia conflict didn't show Europe, then this should show not just Europe, but the rest of the world.

You need to be in control of your own energy infrastructure and energy independence, because stuff happens in the world.

And you're not always in control or can shape how that stuff