Jordan Schneider had pushed back that a defense-only market can't support trillion-dollar companies. Justin agrees and points to Intel's commercial-first model as the exception defense startups would need to copy.
…And that actually goes against the ideas of the bubble that I was really worried about and continue to be worried about because there is dumb money in the system that thinks that they're going to cash out after four years and have 30x their revenue by doing nothing but organizational redesign.
Yeah, but I mean, there's a fine line between that and walking away, right? Like you can't get to $5 trillion, right? If like the TAM for this stuff is limited in a way, a lot of other corners of the other
100%. I mean, I think the, you know, we, we've talked about it before, but the, um, you know, we make fun of them now, but Intel really broke the mold when they stopped designing chips for the military and just started designing chips to sell to everybody and then told the military, you can buy them too. And like that movement is like, if you can't get to that and that's not replicatable, then yeah, you're right. Your addressable market is the military. So it's necessarily smaller.
So I'm going to close on another one. There was a there's a letter from Congress asking Trump what was up with him talking to Grok about whether or not he should invade Venezuela. And why is this positive? I think that people should recognize how much we are currently and going to increasingly be…
New York Times used it twice in one story about Jensen. Once for a Chinese spy, and once for the president. Let's learn our degrees. Close is an adjective. It modifies a noun-like relationship, the one that's going around town. There's whiskey in Taipei with the whole AI crew, and everybody's…
Closer's who you know. Closest is the market, and the market runs the show. That's right. Next week's word, honeypot. Ooh. It's a decoy server that lures in hackers. Get your mind out of the gutter.