By coinnews 
00:00 Speaker A
skeptics said, who have been on the show, and said 2025 could be kind of the high watermark of AI spend. This is it. This is the peak.
00:09 Ted
I think I disagree with that because I go back to the national security issue. Every single country, Europe is in trouble right now. They’re four or five years behind us in Gen AI. If I was a minister or head of the EU, this is going to be a national security issue and how they defend themselves. Because uh, if you look at uh, Palenteer, you look at Anduril, uh, all these next generation companies are using software and Gen AI is the new weapon. And I think if you look at these sovereign uh, data centers that have to be built, maybe not what people are really focused on right now.
00:56 Speaker A
Well, and Ted, you know, and by the way, you’re speaking from experience here in terms of national security. You were a naval aviator, you served with the joint chiefs as well. So you know whereof you speak. I I want to come back to the Middle East and just to to leave it here.
01:13 Speaker A
What is the risk though that another administration comes in and says that relationship is a national security threat.
01:24 Ted
It’s always a risk. You can’t. This is like playing chess on four levels. You just don’t know which level to play on. Uh, I don’t have any insights on that, but it you have to deal with the facts we’re given right now, and he opened up the kimono. So the genie’s out of the bottle.