Chris Miller

And I would posit that.

I think we're beginning to see that.

The number of private equity firms, for example, that are actively integrating AI transformation into their investment strategies, that to me is a very positive sign that we're going to get this broad diffusion across the corporate sector soon.

I think when you listen to non technology companies, they're increasingly talking about finding ways that AI is actually impacting their businesses.

And then we're already seeing a whole new generation of AI native enterprise software tools, which I think are going to be very powerful and spread very rapidly.

So I would be optimistic about the US ability to apply quite rapidly, though, of course, I think, you know, none of us would ever underestimate the capacity of the Chinese tech sector either.

Well, I would flag two, I think, immediate applications.

One is in interpreting and sifting through intelligence.

We've already heard publicly, for example, from the director of the National Geospatial Intelligence Agency, the role that AI plays in identifying images or detecting patterns.

And when you think of the vast quantities of data that any large intelligence agency is getting from their satellite photos and their signals intelligence data,

making sense of that is a real challenge and ai is already having an impact there from what we've we've heard publicly i think second is if you look at drones and autonomous systems and russia ukraine is a test bed tragically for this we're already seeing increasingly autonomous systems being deployed and i think both the us and china are actively exploring ways to accelerate that across drones in the air drones and see drones undersea drones on land and all that requires advanced ai systems

You know, I'm just continually surprised by how many conversations I have about the AI bubble, which makes me think that everyone expects the AI bubble to burst, but also makes me puzzled because if everyone expects it to burst, can we really be in a bubble?

My prediction is that we're going to get continued technological progress and continued new products driven by AI.

And I think relative to everything I hear from my friends in the investing community, to be sure, I think there's a lot more pessimism that is warranted by the technological progress.

Thank you.

But you start to follow the money and you don't know where the f*** it's going to take you.

But you start to follow the money and you don't know where the f*** it's going to take you.

But you start to follow the money and you don't know where the f*** it's going to take you.

Kings fans, they show how loud we can get

Kings fans, they show how loud we can get