Cyan Banister

It's going to be harder and harder. Yeah. And it might be that, you know, I've been thinking about this, like, do you invest in competitors, which is something I never used to do? You know, do you take a bet and index an entire category that you're interested in? You know, what is the approach at seed and precede? Because I think of an idea and I'm like, wow, that's really neat.

It's going to be harder and harder. Yeah. And it might be that, you know, I've been thinking about this, like, do you invest in competitors, which is something I never used to do? You know, do you take a bet and index an entire category that you're interested in? You know, what is the approach at seed and precede? Because I think of an idea and I'm like, wow, that's really neat.

And then I go and look out there and there's 30 people working on it. And that didn't used to be the case. And I think part of it is we've really unlocked a tool that allows people to do things that would have been cost prohibitive or gives them the ability to think, gosh, I could be an entrepreneur and I can try this and I could do this.

And then I go and look out there and there's 30 people working on it. And that didn't used to be the case. And I think part of it is we've really unlocked a tool that allows people to do things that would have been cost prohibitive or gives them the ability to think, gosh, I could be an entrepreneur and I can try this and I could do this.

So I'm seeing people experiment and do all sorts of things. As far as the startups, some of the AI stuff is just a feature. You know, it's just table stakes at this point. It's like, you know, a chat or whatever. And that doesn't really matter. But then you're seeing people reimagine games and reimagine... you know, even things down to your kitchen appliance, et cetera.

So I'm seeing people experiment and do all sorts of things. As far as the startups, some of the AI stuff is just a feature. You know, it's just table stakes at this point. It's like, you know, a chat or whatever. And that doesn't really matter. But then you're seeing people reimagine games and reimagine... you know, even things down to your kitchen appliance, et cetera.

So I just, I do think it's going to be very, very difficult. And, and I tend to sit out a lot of hype cycles. So I invested in power and compute lithography and, kind of all of the things that are going to be underneath all of this.

So I just, I do think it's going to be very, very difficult. And, and I tend to sit out a lot of hype cycles. So I invested in power and compute lithography and, kind of all of the things that are going to be underneath all of this.

And so I'm not sure how much of it I'm going to participate in until it starts to get to a steady state and you kind of can understand what's next because the rate of acceleration is just so great. that it's just kind of unclear to me sometimes, especially when it comes to these consumer applications, consumer facing things, it's just really hard.

And so I'm not sure how much of it I'm going to participate in until it starts to get to a steady state and you kind of can understand what's next because the rate of acceleration is just so great. that it's just kind of unclear to me sometimes, especially when it comes to these consumer applications, consumer facing things, it's just really hard.

You wouldn't think it, but there's still a lot of spreadsheet companies out there. You think you'd run out of them, but they're still out there. You look at and I think this is where AI is really going to make a difference, like RFP proposals for governments, something that takes like 30 days and it's manual and you have to submit these horrible documents.

You wouldn't think it, but there's still a lot of spreadsheet companies out there. You think you'd run out of them, but they're still out there. You look at and I think this is where AI is really going to make a difference, like RFP proposals for governments, something that takes like 30 days and it's manual and you have to submit these horrible documents.

You can ingest your entire corpus of all of your previous bids and submit them at a breakneck speed now and win more contracts. That becomes like a national defense company at that point. And so I think we're going to see a lot of really interesting things where a lot of cruft is going to disappear. And that'll be a really interesting wave that I'm looking forward to.

You can ingest your entire corpus of all of your previous bids and submit them at a breakneck speed now and win more contracts. That becomes like a national defense company at that point. And so I think we're going to see a lot of really interesting things where a lot of cruft is going to disappear. And that'll be a really interesting wave that I'm looking forward to.

It's very strategic. If you look at the Panama Canal, I believe either end is operated and controlled by China. We are at war with China, whether we like to admit it or not, in my opinion. And so this is very strategic. He has a very strange way of communicating, as you pointed out, but I think it's brilliant. And I actually think we should add to that.

It's very strategic. If you look at the Panama Canal, I believe either end is operated and controlled by China. We are at war with China, whether we like to admit it or not, in my opinion. And so this is very strategic. He has a very strange way of communicating, as you pointed out, but I think it's brilliant. And I actually think we should add to that.

I've always thought that we should open up and add more states to and extend that invitation, you know, to Taiwan. I might be too controversial to even say India. But I do think that that we there's a lot of countries out there and people who really, really resonate with what it means to be an American and the freedoms that come with our subscription fees of this country.

I've always thought that we should open up and add more states to and extend that invitation, you know, to Taiwan. I might be too controversial to even say India. But I do think that that we there's a lot of countries out there and people who really, really resonate with what it means to be an American and the freedoms that come with our subscription fees of this country.

And so I do think that it would be great for us to expand. And I don't know what he's thinking or how he's got behind the scenes who motivated him to do it. But I really think it's a great idea.

And so I do think that it would be great for us to expand. And I don't know what he's thinking or how he's got behind the scenes who motivated him to do it. But I really think it's a great idea.