Saagar Enjeti

I'm worried about South Korea.

I'm worried about, I mean, these are real allies.

These are people, number three, number seven, whatever economy in the world, top 10 trading partners.

We're talking about Singapore, Vietnam, the Philippines.

I mean, these people who have been there with us, this is the backbone of the U.S.

consumer market, 50% of global GDP.

That's the stuff that I actually worry about right now.

And I look at this and I go, oh, it's not going to happen.

I mean, and you could call it Doomer or any of that, but I genuinely believe that if we could have done more in the Iran war, we would have.

It exposed all of these so predictable problems.

And it's like I said, for years we heard people make fun of the Russians.

It's like, what if we're more like the Russians than we wanted to think?

It turns out we are.

That's just the truth.

Yeah.

I mean, yeah, the level of change this will take from our government.

And the thing is, we're a democracy.

We have to convince people why this is necessary.

And this has actually poisoned the well for any future defense industrial project, because people are gonna say, I'm not going to give you more weapons to go out and fight stupid wars.

We should only, you know, if you had a doctrine,