Nilay Patel
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Appearances Over Time
Podcast Appearances
Let me wrap up with just a big picture question here.
I'm just thinking about Siemens as a company and what it represents and all the places it is around the world and the value of the scale, right?
320,000 people in all the places around the world.
And then I just think about the barriers going up.
And Siemens is a defense contractor for both the United States government and Europe and a bunch of other countries around the world.
Are you planning for an event as catastrophic as the dissolution of NATO?
It's great to be like, we can aggregate all the data from all our customers, but also the world might fall apart.
Are you thinking about Siemens as a global company in that context?
I realize I'm ending on a down note here, but it just seems like so much of what you're excited about is the opportunity of scale, right?
The opportunity to do these things in a cooperative way, in a way that maybe changes the world economy and all of us are just caring for robots in the end.
But these are huge global ideas that you have.
And I'm just trying to put them in the context of...
Boy, when I hear other people talk about AI, it is in the context of national champions and international competition in a way that feels very old, right?
It does not feel like the world of the past 20 years.
This feels like a return to a different time.
And I'm just wondering how you can keep the optimism of the scale and the globalization when that is happening all around you.
What should we be looking for next from Siemens?
Roland, this has been great.
I could do another full hour just on the structure of SEMA.
I think as you could tell, you're going to have to come back.