Ed Ludlow

According to sources, Numez Shireen Ghaffari joining us to cover the story.

I mean, the valuations are gargantuan.

We're thinking up to $830 billion is where it could be.

But the focus on the Middle East, perhaps unsurprising for these foundation AI labs.

with Liza Tobin, Managing Director at Garnaut Global.

Your expertise is so important.

You're at the Special Competitive Studies Project.

You were also helping with national security at the government level and the China director there, Liza.

So are you on the idea that it's a fairy tale that they're behind, that actually they are in lockstep with the United States in terms of AI agility and compute power?

that no one has been able to before.

And Elon just said that they hope to get to full reusability sometime this year.

That would be a major accomplishment if they can make it happen.

Isn't it just?

So there we are.

Booster touchdown is hit at the moment.

And all of this is being, remind us, financed how?

People are obviously paying their way to a certain extent.

We don't know exactly who.

But this is still VC-backed, very much the endeavor of Amazon founder Jeff Bezos.

Yeah, we heard Musk saying, really, in the next two to three years, space is going to be the cheapest place to put AI.