Cyan Banister

I think that the government has long relied on private industry to solve some of its biggest problems, and that's what sets us apart from other countries in the world. And so you look at some of the best companies like SpaceX, Anduril, et cetera. We need more companies like this if we're going to compete. And so doing this absolutely makes sense.

I think that the government has long relied on private industry to solve some of its biggest problems, and that's what sets us apart from other countries in the world. And so you look at some of the best companies like SpaceX, Anduril, et cetera. We need more companies like this if we're going to compete. And so doing this absolutely makes sense.

And it's just going to help the sales cycle to get that sort of stamp of approval that, you know, our government is using that software.

And it's just going to help the sales cycle to get that sort of stamp of approval that, you know, our government is using that software.

I think it's incredibly lowbrow. I agree with Chamath. And I think it's just so distasteful for a public official to do something like that, especially for an American company. And if you hear the people cheering in the background, it's obvious that there's a base that supports this. And that frightens me even more because he's saying these things because his constituents believe it.

I think it's incredibly lowbrow. I agree with Chamath. And I think it's just so distasteful for a public official to do something like that, especially for an American company. And if you hear the people cheering in the background, it's obvious that there's a base that supports this. And that frightens me even more because he's saying these things because his constituents believe it.

And a politician says these things because they think it's going to motivate them to vote for them in the future. And that really frightens me. You know, that we are riling people up to cheer on the destruction of American company and possibly go out and burn cars. You know, I think that's the outcome.

And a politician says these things because they think it's going to motivate them to vote for them in the future. And that really frightens me. You know, that we are riling people up to cheer on the destruction of American company and possibly go out and burn cars. You know, I think that's the outcome.

Well, I disagree with all those points, obviously, but... Sure, they could run on them. They have tried. They've definitely said, we're going to have health care for all. Selling the American dream of home ownership I actually think is flawed in many ways. We're putting people into debt for things they can't afford, and they get screwed.

Well, I disagree with all those points, obviously, but... Sure, they could run on them. They have tried. They've definitely said, we're going to have health care for all. Selling the American dream of home ownership I actually think is flawed in many ways. We're putting people into debt for things they can't afford, and they get screwed.

And so I just actually think they need to find a unifying, figure out who their moderates are. And there's also politically homeless people. We didn't include them. You know, there's these people who are just like, well, I can't vote right and I'm not left either anymore. So we've got to bridge this divide somehow and they've got to figure out the messaging.

And so I just actually think they need to find a unifying, figure out who their moderates are. And there's also politically homeless people. We didn't include them. You know, there's these people who are just like, well, I can't vote right and I'm not left either anymore. So we've got to bridge this divide somehow and they've got to figure out the messaging.

But I don't think going back to what they used to do is going to work because they promised universal health care and it hasn't happened and they had plenty of opportunity to do so.

But I don't think going back to what they used to do is going to work because they promised universal health care and it hasn't happened and they had plenty of opportunity to do so.

Yeah, I'm going to start with my thoughts on Wiz. I think this is really exciting for me because this is a great example of a contrarian investment. When this investment was initially made, there was not a lot of money going into security. There still isn't. It's an underinvested category.

Yeah, I'm going to start with my thoughts on Wiz. I think this is really exciting for me because this is a great example of a contrarian investment. When this investment was initially made, there was not a lot of money going into security. There still isn't. It's an underinvested category.

And with AI and the threat of the types of things that people can build and vibe coding and everything in between, you're going to need better security. And so I'm excited to see that maybe this might become an investable category. I think this is the largest exit ever in the security space. Am I wrong? I mean, I think...

And with AI and the threat of the types of things that people can build and vibe coding and everything in between, you're going to need better security. And so I'm excited to see that maybe this might become an investable category. I think this is the largest exit ever in the security space. Am I wrong? I mean, I think...

Yeah. I don't think I've ever heard of anything this large.

Yeah. I don't think I've ever heard of anything this large.