Eyck Freymann

And so that means you need to reimagine how the whole economic system is wired because you actually have to have control over the entire supply chain, know where goods are coming from, know where all the components come from.

That's a completely different architecture.

You need institutions that don't exist to do that.

But that may be the world that we're moving towards.

Come on now.

Well, it's podcasts like yours that help us dig into the details.

But I don't think- They're not ready, is what you're saying.

I think there's a lot of uncertainty, but I like our odds more than theirs.

reality-based enough to know this it's so basically it's just really really hard to get tens of thousands of guys across the taiwan strait i mean this is like this is one of the nastiest waterways in the world you've got like 50 mile an hour winds 50 foot waves in the islands in the middle of the strait the trees go sideways just wait till we have you know sharks with lasers on them

As well, right?

And undersea drones and all the... Lots of lasers involved.

But what you really don't want to do if you're Xi Jinping is put 15,000 troops on the beaches and then be unable to supply them and watch them get massacred.

So a lot has to go right for him.

There's many pathways that are just paths of least resistance.

So you ask, is there a way that they can test?

I think the thing to understand is that they have a direct pipeline of knowledge from the Russia-Ukraine war.

And they have a direct pipeline of knowledge from our Iran war.

And that's their test.

They are supplying the entire Russian military industrial ecosystem, but particularly Russia's drone base.

And then just as importantly, they're learning the counter drone tech.