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I think the FED at some point will will increase interest rates. This has been a topic of almost numbing boredom to me for years. For years it's just going on for years. You've had one small increase…
I could sense that populism in the United States certainly and spread to other countries after the financial crisis and it's only a matter of time before you know the people who are unhappy in their…
I think the president XI made a really good impression. He gave a speech probably went on for 50 minutes and it was self-confident. He had a vision of an inclusive China and inclusive Asia. It was…
Well, maybe you're going to see it in a very soon. I think our Roadster is our Roadster is coming. Um I think it maybe answers all those points that you just mentioned. Even even even with the…
The the one that I think is maybe the hardest to have absorbed, but it's understandable, is when we decided to stop producing Model S and Model X. Um you know, two two two weeks ago we we said…
Plus Cybertruck is really where I think the future of autonomy is is headed. And you know, that that vehicle will allow everybody a chance for low-cost mobility. And even you know, like Andre will be…
I think as a community together we're actually, you know, combating this addiction to to fossil fuel, which I think is, you know, really important and I think we've, you know, we're just moving an…
We have traded some of that pristine beauty for all of these other gifts that we have as an advanced society, and we can have both. But to do that, we have to go to space. And all of this really, the…
People sometimes have this idea that somehow space exploration is in conflict with the celebration of the planet Earth, that we should focus on preserving Earth. And basically your idea is that space…
The only way to get to that vision is with giant space stations. You know, the planetary surfaces are just way too small. So you can, I mean, unless you turn them into giant space stations or…
I would love to see, you know, a trillion humans living in the solar system. If we had a trillion humans, we would have in any given time a thousand Mozarts and a thousand Einsteins. That would, you…
There's about four million jobs in cybersecurity that go unfilled every single year in the United States alone. And the reality is we just don't have the luxury to investigate every single alert. So…
Every agent generates about 450% more traffic than a human for conducting that same task. So what you're going to start to see is the demand signal is going to be much, much higher and infrastructure…
What we're hearing from governments around the world, this really started in Europe, was this desire for sovereign infrastructure. Where you want us to meet your evolving needs around sovereignty of…
These models are as bad today as they're ever going to be. Right? And so we were part last week, our goal was to understand how we could safeguard our customers, how we could come together as a…
Based on what we know today, we believe that the network traffic associated with AI will triple in the next three years. Remember when video was like revolutionary and we kept upgrading networks and…
Still goldplated relative to the Basel standard. The economy has grown significantly since the original framework was created, but the current proposal doesn't fully account for that growth. We're…
We're methodically deploying AI at scale across the firm to drive revenues and process improvements, enhance client experiences, and strengthen our defensive capabilities.
The global macroeconomy to date has weathered shock after shock. However, the impact of the Middle East conflict is hitting Asia and Europe harder than countries such as the US and Brazil, which are…
As we look towards a new capital regime, whilst the latest NPR is an improvement upon the 2023 version, it's not yet where it should be and we shall be active in advocating for necessary changes in…
I want to be crystal clear. We are only interested in and focused on organic growth. Period. End of story for the whole firm.
I think it's a great time to build because there's probably less competition creating new things and generally speaking less crazy like, oh my god, this company just raised like a hundred million to…
We feel much more comfortable keeping it in the ecosystem because DraftKings is trusted. We have three and a half billion of revenue in our other products like sports betting and and whatever. And a…
The space we play in at DraftKings is so first it's regulated because we have gambling licenses and we have like both in fantasy for real money as well as sports betting, casino licenses, etc. So we…
DraftKings is in the US the leading fantasy sports operator. We in the last five years have also expanded our product offering into sports betting and i gaming where we're also in really nice market…
Compute is revenues. Performance per watt is your revenues. Choosing the wrong architecture just because the chips are cheaper doesn't translate doesn't make sense. You need to make sure that your…
Each one of these at one gigawatt level started at 30 2030 billion dollars. It is at 5060 billion dollars and soon it will be 80 hundred billion dollars per gigawatt $100 billion into an AI factory.…
Tokens are now in extraordinary demand. Because if you could do this, you're going to want to produce more of it. And because tokens are now profitable units, tokens are now profitable units of…
The number of engineers, software engineers is actually increasing. People talk about AI reducing jobs. Complete nonsense. It's causing more software engineers to be hired. And the reason for that is…
30 million software developers representing about $3 trillion worth of GDP producing three, that's what they're paid. $3 trillion worth of salaries per year, which is generating economic growth for…