Ryan Petersen

Wait, wait, wait. I just want to make one point. It's more than that. Okay, final point and then I'll finish. This is the national security of the United States that's at stake. Let's go take your favorite pet issue. China invades Taiwan. And we have to take a side, Jason. Hold on. Let me just finish. And the Chinese say, here are the implications of supporting Taiwan on this.

A, B, C, and D. You don't get any pharma APIs. You don't get any rare earths. You don't get any batteries. Okay, it'll send life back 50 years. Or let's say China and India get into a fight and we're forced to pick a side, same situation.

A, B, C, and D. You don't get any pharma APIs. You don't get any rare earths. You don't get any batteries. Okay, it'll send life back 50 years. Or let's say China and India get into a fight and we're forced to pick a side, same situation.

The point is there's all these scenarios that we never even considered us being able to have strategic optionality to make the decision that's morally and ethically right for the United States. And I think that we have learned through this lens, that these are huge issues.

The point is there's all these scenarios that we never even considered us being able to have strategic optionality to make the decision that's morally and ethically right for the United States. And I think that we have learned through this lens, that these are huge issues.

The thing that the Chinese did that was so brilliant, which we still don't have an answer for, is they have these national champions. And being a national champion allows you, and we'll talk about this in AI, it allows you to blur the lines between the public and private partnership. It allows you to blur the law. It allows you to blur capital. And I'm not saying we have to do that.

The thing that the Chinese did that was so brilliant, which we still don't have an answer for, is they have these national champions. And being a national champion allows you, and we'll talk about this in AI, it allows you to blur the lines between the public and private partnership. It allows you to blur the law. It allows you to blur capital. And I'm not saying we have to do that.

But what I am saying is we need to have our own answer to it. And that was never on the table until April 9th. All right.

But what I am saying is we need to have our own answer to it. And that was never on the table until April 9th. All right.

It is the strategy.

It is the strategy.

If we're sitting here in nine months and you're saying this and there are no deals, I would say that you're right. What Howard Lutnick said last week, and again, we may have all gotten caught up in the knuckle tattoos and we missed this, but he was very clear. We have a country. A deal is already done. We're convening parliament. It's going to be the first of many.

If we're sitting here in nine months and you're saying this and there are no deals, I would say that you're right. What Howard Lutnick said last week, and again, we may have all gotten caught up in the knuckle tattoos and we missed this, but he was very clear. We have a country. A deal is already done. We're convening parliament. It's going to be the first of many.

So for all we know, there's like 30 deals that are waiting in the wings, and the first one will set the tone. And I think that Sachs is right here, which is it's way too early to declare defeat and that it was quote unquote chaos. I think if we're sitting here in nine months and foreign direct investment has shriveled up and domestic investment has shriveled up because there is just no continuity,

So for all we know, there's like 30 deals that are waiting in the wings, and the first one will set the tone. And I think that Sachs is right here, which is it's way too early to declare defeat and that it was quote unquote chaos. I think if we're sitting here in nine months and foreign direct investment has shriveled up and domestic investment has shriveled up because there is just no continuity,

You have a claim, but that's not where we are now.

You have a claim, but that's not where we are now.

Nobody wanted to even initiate the barrel roll, guys. Yeah, listen. We get it. It's like, hey, I don't want anything to change. I think we'll agree to disagree on this.

Nobody wanted to even initiate the barrel roll, guys. Yeah, listen. We get it. It's like, hey, I don't want anything to change. I think we'll agree to disagree on this.

Yeah, I tend to I tend to believe that's true. I think the customers that we sell into at 8090 are largely large enterprises as well. So not dissimilar to Aaron's customer base. What I would say is that what they are encountering is the trough of disillusionment. And I don't know if, Aaron, you're seeing this as well, but every single CIO ran around