Jordi Visser

Autonomous trucks are getting revved up.

Humanoids, drones, everything in the military.

We're rebuilding the military.

You know, I don't know if we talked about it last week on the show, but I've talked about it before.

Certainly we ran out of ammunitions.

I mean, munitions for the United States were down at very low levels post Israel from getting to them and also Ukraine.

We need to rebuild the military at the same time.

Europe is building up their military and doing it for the first time.

And you've got people like Jeff Curry, used to be a Goldman Sachs doing interviews saying this is as big for Europe as it was for China in 2003 to 2007.

I'm not getting into the numbers of the commodity needs there, but both of those are price insensitive.

if you're trying to have military supremacy, there's no price for this.

People should go back and look at what happened in the United States during World War II and what we did for stopping people from using copper and what we had to do to actually go through it.

The price was infinite.

I think we're at a point right now where people just have to realize the only thing that could really make this pull off dramatically

is honestly, if energy prices went up so high that there was nothing to do to slow down the AI, I just think commodities at this point are insensitive because of the small cost for these critical minerals as an input.

The only one that's starting to reach a level that people should pay attention to right now is solar.

Well, first of all, because we've talked about it now three weeks in a row, there's a bigger story here that people have to start to go through.

Are Salesforce.com, Adobe, are these big companies that have Microsoft, are they going out of business?

Absolutely not.

Is there a question about their ability to pivot and compete with what's happening?