Jordi Visser

So I always believed that that would happen at some point, that people would realize that when AI got to this point, you needed this.

But there's two more components that have evolved in my brain that are now, when I see AI, you try to adapt to the news.

something happened this week with the relationship between artificial intelligence and the government we've had a lot of episodes the venezuela raid all the stories about how technologically advanced it was discombobulator ai is going to allow you to come up with lots of discombobulators of all forms

It's a nuclear weapon.

It allows you to go in and do what that situation did.

At the same time, Anthropic is in a fight with the Defense Department.

Anthropic says, we're taking off our safety measures because- Well, hold on, but let's break down for a second.

The relationship between the government and AI has been getting closer and closer during this, and now it's starting to come to a head.

And the reason I bring it up is I've always believed that AI would get to the point that the government would have to have a huge influence on it, like a regulated utility.

And it's not a coincidence that AI is considered electricity.

So if that happens, what's the valuation of the hyperscalers?

Again, I think the tools are getting so powerful.

And at the end of this year, they're going to be even more powerful that the government can't allow.

They're going to need to be involved to a much greater degree on the decision making where the focus is.

What happened in Mexico?

Again, the K-shaped economy, you have 8 billion people on the planet that compared to people in St.

Barts and yachts.

There's a big difference.

And now they have, all of them, have a nuclear weapon in their possession.

And there's no way to stop it.