Ed Ludlow

There are people who are from the world of politics and they might be more true in their definition of China hawks and think, no way.

And so that will be interesting to see how this council does influence policy.

Well, there is at least some sign of engagement, at least through intermediaries.

The U.S.

had sent its 15-point plan through Pakistan.

It was promptly rejected, and it contains some of the familiar provisions, limits on Iran's missile program, a rollback of its nuclear efforts.

and then also international guarantees for access through the Strait of Hormuz.

And now we have seen Tehran respond with its own five-point plan or its conditions, if you will, that include actually a halt to hostilities, a demand for reparations from the devastating assault by the U.S.

and Israel on its cities and critical facilities, but also, very important,

sovereignty recognized internationally over the Strait of Hormuz.

So that is emerging as a sticking point.

And that's actually something we heard discussed during the proceedings yesterday at Hill and Valley during your interview with Palantir's chief technology officer.

He brought up the importance of the Strait as an access for critical materials that are needed globally.

Palantir is really front and center in this question of AI's role in warfare because it is their maven system that is being used as the mission control for a lot of the U.S.

combat operations.

And it has really accelerated, in the view of combat commanders, the way that they process enormous amounts of incoming information on the battlefield.

And when you think back to prior conflicts in the region, the current one is so vastly different.

And it simply becomes...

because of the enormous amounts of data that they now have coming in from satellites and other surveillance equipment scattered around the region that commanders have to assess, but they simply don't have the personnel all in one place at a time.

They really do need that machine learning and artificial intelligence capability to be able to sort through all of that.