Jordi Visser

We are all worried about what's coming with AI because the military is changing in front of our eyes.

So if it were just those two components, Greenland's popped up again, Venezuela, we go into a country and we announce an increase in the budget for defense all within the same time period.

So you can have people going, I guess we're going to war.

No, I think we're preparing for the new military and making sure that the physical upgrade of phones, computers, automobiles, factories, and of the military is all happening.

And that takes certain commodities.

It is not a energy, oil thing.

natural gas hoarding thing, because that is a bottleneck.

The bottleneck is all the components that are necessary.

It's not you don't need the gas if you actually can't get the transformers and all the pieces.

And that's why we've got bottlenecks that are happening inside the weight of the data center, not actually in the ground at this point.

Yeah.

So again, I, I, there's two parts of this that I think are important.

You can't answer the questions of kind of the, the, to use the risk, the game of risk.

Um,

We're clearly talking about strategic locations that are important and we want to create a tripolar world, meaning we want to separate being close to anybody and we want to make sure that

Russia, at least from the U.S.

military perspective, they're clearly targeting the Russia-China alliance and making sure that wherever they're aligned on something, whether it's Venezuela, where all three of them are aligned, including Iran, whether it was Iran.

But when you go through this, China hasn't really responded.

They didn't respond to Maduro in any kind of big way, and they didn't respond to Iran, which was last year.

So there's clearly some kind of an agreement of like, here's what we're doing.