War Is Big Business: Defense Tech Booms as Investors Weigh Returns vs Morals

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3:12Okay, so Meta. You said Meta. You said Palantir. Open AI, Palantir. And there's one more company, right? Is it? Or just those three? It's one more. Let me find out the last one.

3:34let me see i can't find the last one but let's focus on those three right now all right so meta palantir and open ai companies that we've talked about a lot so if you want to tie it in from an investing standpoint um open ai obviously isn't a public traded company yet but if you yeah if you look at palantir i mean people have already said that palantir stock is going to skyrocket based off of, you know, not just this war, but a series of potential wars that could potentially happen in the future. Meta, somebody, you know, Mark Zuckerberg, obviously he's, he's been, he's been so dedicated to, to, to the presidency that he actually was considering buying a home in DC to moving, to move to DC to be closer to, um, to Trump and his administration.

4:18and then you look at their stock and it's up and it has gone up, right? So, yeah. Is it a coincidence? No. And I don't think most of Silicon Valley rushing into defense tech when that was looked at as an antiquated business perception-wise in Silicon Valley. I just think it's ironic to see the push into some of these wars, given the investment that they have into Defense Tech now. Meanwhile, Arathion is not moving how it normally would, or Lockheed Martin isn't moving. We are having a change of the guard amongst Defense Tech, but I wonder at what cost. And even, you know, Anderil, you talked about them before.

5:0960 Minutes does an expose on the CEO, and it's like you said they're pushing defense tech like it's electric cars yes they got a new high factor they got these the ceos have become celebrities yeah whether you're talking about anduril whether you're talking about palantir the ceos of defense tech companies have become celebrities and before this was a this defense period was a underworld like arms dealers they made movies about arms dealers like nicholas cage and stuff like that like they would that you didn't even want to know you those people didn't even want you to know who they were and you didn't know who they were now it's like the front of the town like and it's like they they act like this is like the new toys that people are playing with as far as drones that's can destroy a whole entire city that says a lot about the times that we're in as far as investment opportunities, but it also says a lot about the times that we're in as far as how war has become so mainstream that it has no problem being traded publicly and celebrated publicly as well.

6:24I mean, tech has always been a thing. When people talk about growth and value, they found that in tech. And so if AI was a story and people have led the headlines with that, well what's the next sector inside of a uh and it i mean we've seen what happens with palantir you know i'll i'll add to what you said because ray dion traditionally is not a stock but if you look at the history uh of the company over the past three years rtx is a company that spawned from that so if you look at rtx's chart in terms of what's happened with conflict i mean it's out of this world right and so you have to throw that inside there when you talk about i know andrew was one of the companies you talked about obviously not publicly traded yet but it looks all signs of point and that's where it's headed and we've seen some of the successful ipos that have happened this year that market is starting to open up you're starting to heat up you're starting to heat up again you've seen what was zuckerberg you know where this is headed i thought what van said on on uh on wednesday about palantir was just like super powerful like this is the most dangerous company in the world um and so now from an investing standpoint especially from a retail standpoint we always talk about and morally investing if you know these things you know that do you invest in something because you know there's this growth but you know that destruction can come from it it's one of these dilemmas that you all have to face at some point i feel like yeah it's okay and even some people have been like well why do you like andrew but not palantir i just said i personally would not invest in palantir like i as as far as the silicon valley space i think peter teal that book zero to one um changed my life i just personally would not invest into it but i like anduril because of the war that he went through with meta it's a classic revenge story for those of you don't know the oculus design which apple then copied came from palmer and they tried to bury him and the great the great thing about that is that allegedly what he says is that he got fired from meta because he was um supporting donald trump that's interesting because he's obviously a pro-trump supporter he was very he was very vocal about his support for trump years ago and at that time i guess it wasn't fashionable to support donald trump so in silicon valley so um he was fired that's what he says meta meta said that he was fired for other reasons but now mark zuckerberg is one of the biggest supporters of donald trump allegedly financially but not morally i won't speak for up though but i mean as far as forward facing right he's donated a million dollars to his to you gotta kiss the ring and i get the contracts that's the part of the game that we're in halfway through the decade you gotta kiss the ring so he isn't doing it and they're paying the cost an illegal alien from guatemala charged with raping a child in massachusetts an ms13 gang member from el salvador accused of murdering a texas man a venezuelan charged with filming and selling child pornography in Michigan.

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10:39You know Roald Dahl. He thought up Willy Wonka and the BFG. But did you know he was a spy? In the new podcast, The Secret World of Roald Dahl, I'll tell you that story and much, much more. What? You probably won't believe it either. Was this before he wrote his stories? It must have been. Okay, I don't think that's true. I'm telling you. I was a spy. Listen to The Secret World of Roald Dahl on the iHeartRadio app, Apple Podcasts, or wherever you get your podcasts. This show contains information subject to, but not limited to personal takes, rumors, not so accurate stats, and plenty more. What's up, man?

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