Jordi Visser

So we've reached a point where the governments and everyone in the world just has to deal with the fact that this is no longer a game.

We've reached the point that security is going to be an issue.

And again, if I go back to the Bitcoin story, this makes cryptography much more important.

Whenever I hear quantum cryptography.

And quantum's not close to breaking anything there.

We actually have something that will break things faster, which are agent swarms.

And those are picking up now.

And that's why go read about the safety person who resigned and went to go do poetry and go read Dario Moda.

Do you buy Bitcoin?

What do you do?

So in the basics of what the government will do, there's lots of companies that are going to make money.

And in the case of the hyperscalers, what we're talking about now is not the S&P 500 not making money.

We're actually talking about multiple compression, meaning they're moving the multiple of the market down.

And the reason they're doing that is

is because every industry is now under attack as to whether their business is actually

defendable against this side.

Normally that takes a long time.

So one thing I do believe is that you'll get a panic.

The hyperscalers are the most important thing.

When I say the hyperscalers, this is not Tesla, this is not Nvidia, this is not Apple.