1 00:00:06,070 --> 00:00:07,187 >> WELCOME BACK TO SQUAWK BOX. 2 00:00:07,270 --> 00:00:11,497 PALANTIR EXPANDING ITS PARTNERSHIP WITH NVIDIA TO BUILD CUSTOM AI SYSTEMS FOR THE 3 00:00:11,580 --> 00:00:15,367 U.S. GOVERNMENT. THAT STOCK SHOOTING UP. IT'S UP AGAIN THIS 4 00:00:15,450 --> 00:00:17,967 MORNING UP ALMOST 6% THIS WEEK. 5 00:00:18,050 --> 00:00:20,207 AND JOINING US RIGHT NOW EXCLUSIVELY AT THE TABLE, ALEX 6 00:00:20,290 --> 00:00:23,377 KARP, PALANTIR'S CO-FOUNDER AND CEO. AND CNBC'S SEEMA MODY, WHO 7 00:00:23,460 --> 00:00:28,807 COVERS PALANTIR, JOINS US. AND TELL US ABOUT TELL US ABOUT THE 8 00:00:28,890 --> 00:00:31,617 DEAL WITH. THERE'S SO MANY THINGS I THINK WE ALL WANT TO 9 00:00:31,700 --> 00:00:34,617 TALK ABOUT, BUT BUT LET'S GET TO THE NVIDIA DEAL FIRST. 10 00:00:34,700 --> 00:00:37,457 >> BECAUSE I HAVE SO MUCH RESPECT FOR NVIDIA AND JENSEN 11 00:00:37,540 --> 00:00:40,587 HUANG. I'M GOING TO TRY TO KEEP THIS MORE ADULT THAN I USUALLY 12 00:00:40,670 --> 00:00:43,627 DO. BUT THE TRUTH IS, IF YOU WANT TO KNOW HOW THIS CAME 13 00:00:43,710 --> 00:00:46,827 TOGETHER, FROM MY PERSPECTIVE, IT WAS IT WAS THERE ARE A LOT 14 00:00:46,910 --> 00:00:49,967 OF TECHNICAL ISSUES. WHO CONTROLS THE MODELS, WHO CONTROLS THE WEIGHTS? WHO 15 00:00:50,050 --> 00:00:55,007 CONTROLS THE VALUE OF YOUR BUSINESS? BUT, YOU KNOW, WE'RE, 16 00:00:55,090 --> 00:00:57,577 WE'RE, WE'RE SITTING ON CRITICAL INFRASTRUCTURE ACROSS 17 00:00:57,660 --> 00:01:01,177 AMERICA, UKRAINE, ISRAEL, EVERYONE WHO USES LLMS ON THE 18 00:01:01,260 --> 00:01:02,907 BATTLEFIELD RUNS ON TOP OF OUR 19 00:01:02,990 --> 00:01:08,517 ONTOLOGY. AND OUR CLIENTS ARE JUST TO SAY THEY'RE UNHAPPY 20 00:01:08,600 --> 00:01:12,617 WITH THE FRONTIER LABS IS TO SAY, I'M WELCOME AT THE BERKELEY FACULTY. IT'S LIKE 21 00:01:12,700 --> 00:01:17,027 THERE'S JUST A LEVEL OF DISCOMFORT AND LOSS OF TRUST 22 00:01:17,110 --> 00:01:19,557 THAT ALSO MADE IT. IT REALLY, REALLY. 23 00:01:19,640 --> 00:01:21,667 >> UNPACK THAT. WHAT DO YOU MEAN BY THAT? 24 00:01:21,750 --> 00:01:24,937 >> WELL, YOU HAVE OKAY. SO WHEN YOU'RE WHEN YOU'RE USING LARGE 25 00:01:25,020 --> 00:01:29,307 LANGUAGE MODELS, THEY ARE. IT'S LIKE A. AT THIS POINT, EVERYONE 26 00:01:29,390 --> 00:01:32,677 TECHNICAL REALIZES THEY'RE LIKE A CRITICAL RESOURCE TO MAKE 27 00:01:32,760 --> 00:01:35,807 THEM VALUABLE IN AN ENTERPRISE LIKE BATTLEFIELD CONTEXT OR 28 00:01:35,890 --> 00:01:39,447 REGULATED CONTEXT OR MANUFACTURING, YOU HAVE TO HAVE WHAT'S CALLED AN APPLICATION 29 00:01:39,530 --> 00:01:42,247 LAYER. AND WE, WE HAVE THIS THING CALLED ONTOLOGY THAT NOW 30 00:01:42,330 --> 00:01:45,417 EVERYONE'S COPYING, BUT DE FACTO, IT TAKES A LARGE LANGUAGE MODEL. IT MAKES IT 31 00:01:45,500 --> 00:01:50,027 SAFE AND USEFUL AND PRECISE. SO SAFE BECAUSE IT DOESN'T TOUCH 32 00:01:50,110 --> 00:01:52,327 YOUR UNDERLYING DATA, SAFE BECAUSE IT PREVENTS THE LARGE 33 00:01:52,410 --> 00:01:55,567 LANGUAGE MODEL FROM CACHING YOUR DATA AND REPLICATING YOUR 34 00:01:55,650 --> 00:01:59,567 BUSINESS SAFE BECAUSE IT DOESN'T TRANSFER YOUR IP OF HOW 35 00:01:59,650 --> 00:02:03,537 TO FIGHT SECRET DATA, TOP SECRET DATA, OR IN A CLINICAL 36 00:02:03,620 --> 00:02:07,607 CONTEXT. SO THE GENERAL WAY THESE THINGS WERE SOLD, AND 37 00:02:07,690 --> 00:02:11,887 AGAIN, THESE PEOPLE ARE SAM AND, AND DARIO, THERE'S NOTHING MORE 38 00:02:11,970 --> 00:02:14,917 FUN THAN DEBATING DARIO IN PRIVATE. SO THIS IS I'M NOT 39 00:02:15,000 --> 00:02:17,817 THROWING SHADE AT THEM. BUT SOMETHING HAS GONE COMPLETELY 40 00:02:17,900 --> 00:02:21,427 WRONG. AND THE BASIC VIEW AMONG 41 00:02:21,510 --> 00:02:25,397 ENTERPRISES IN THIS COUNTRY IS I'M GOING TO CHILL LAX AND 42 00:02:25,480 --> 00:02:28,327 WASTE MY TIME WITH TOKENS. I'M GOING TO GET NO VALUE AND 43 00:02:28,410 --> 00:02:31,667 THEY'RE GOING TO GET MY IP. >> NOW THAT SOUNDS LIKE SHADE. 44 00:02:31,750 --> 00:02:34,267 OKAY. AND NOT TO SHADE. IT SOUNDS LIKE YOU'RE SAYING THESE. 45 00:02:34,350 --> 00:02:36,267 >> NO, NO NO, NO, THIS IS REPORTING. 46 00:02:36,350 --> 00:02:39,577 >> OKAY. >> AND THIS IS REPORTING THAT I'VE, I'VE LITERALLY AGAINST MY 47 00:02:39,660 --> 00:02:43,417 OWN INTEREST CALLED THESE ARE LIKE, I'M PROFITING FROM THIS, 48 00:02:43,500 --> 00:02:47,247 RIGHT? SO THE REALITY IS YOU MAY NOT LIKE US AT MY FORMER 49 00:02:47,330 --> 00:02:50,987 SCHOOL, HAVERFORD OR BERKELEY, BUT ENTERPRISES IN THIS COUNTRY 50 00:02:51,070 --> 00:02:54,587 TRUST AND LOVE US, ESPECIALLY ONES THAT ARE INVOLVED IN 51 00:02:54,670 --> 00:02:58,127 CRITICAL INFRASTRUCTURE, BOTH PUBLIC AND PRIVATE. OKAY, SO I 52 00:02:58,210 --> 00:03:01,097 WANT FOR THOSE COUNTRIES, WE'RE COMING UP TO JULY 4TH. I WANT 53 00:03:01,180 --> 00:03:05,697 THOSE I WANT FOR US AND OUR, OUR, OUR, OUR, OUR, OUR FRIENDS 54 00:03:05,780 --> 00:03:09,267 ACROSS THE GLOBE TO HAVE THE VERY BEST TECH RESOURCES. IN 55 00:03:09,350 --> 00:03:13,207 FACT, THE WHOLE SECRET OF PALANTIR IS THE FORWARD DEPLOYED MODEL, THE PRODUCTS 56 00:03:13,290 --> 00:03:14,977 THAT HAVE BEEN FIVE YEARS AHEAD. 57 00:03:15,060 --> 00:03:17,947 YOU KNOW, YOU'VE BEEN WITH ME FOR A LONG TIME. EVERYONE, 58 00:03:18,030 --> 00:03:20,717 EVERYONE, EVERYONE SAID PHDS WERE SERVICES. THEY SAID, WE 59 00:03:20,800 --> 00:03:22,887 DON'T EVEN KNOW WHAT AN ONTOLOGY IS. THAT'S THE ONLY 60 00:03:22,970 --> 00:03:25,887 THING PEOPLE TALK ABOUT. NOW. THE SECRET WAS WE DELIVERED THE 61 00:03:25,970 --> 00:03:28,787 BEST THINGS FOR THE WARFIGHTERS. 62 00:03:28,870 --> 00:03:32,697 THOSE WARFIGHTERS HAVE SERIOUS TRUST ISSUES, BUT IT'S NOT JUST 63 00:03:32,780 --> 00:03:34,527 THE WAR VIS A VIS FRONTIER LABS. 64 00:03:34,610 --> 00:03:38,367 THEN YOU HAVE MY ENTERPRISES IN THE PRIVATE SECTOR WHO HAVE THE 65 00:03:38,450 --> 00:03:41,607 SAME ISSUES, LIKE WHY WOULD THEY GET ACCESS TO MY DATA IF 66 00:03:41,690 --> 00:03:43,207 THEY'RE GOING TO BUILD MY ALPHA? 67 00:03:43,290 --> 00:03:46,847 WHY WOULDN'T I CONTROL THE WEIGHTS? WHY WOULDN'T? AND THAT'S WHERE YOU GET THIS 68 00:03:46,930 --> 00:03:49,607 PARTNERSHIP. WHAT ALIGNS ME 69 00:03:49,690 --> 00:03:53,287 WITH NVIDIA AND I THINK IS WHAT 70 00:03:53,370 --> 00:03:54,317 THE TECHNICAL CUSTOMERS WANT, 71 00:03:54,400 --> 00:03:56,817 WHICH IS CONTROL OVER THEIR 72 00:03:56,900 --> 00:04:00,457 COMPUTE, THEIR MODELS, THEIR 73 00:04:00,540 --> 00:04:03,957 DATA STACK AND THEIR ALPHA. THEY WANT TO KNOW THEY OWN THE 74 00:04:04,040 --> 00:04:06,097 MEANS OF PRODUCTION. IT'S NOT BEING TRANSFERRED TO SOMEONE 75 00:04:06,180 --> 00:04:09,097 ELSE. THEY'RE NOT INTERESTED IN SOME FAKE DEPLOY CODE THAT 76 00:04:09,180 --> 00:04:12,297 SOMEHOW IS DEPLOYING TOKENS, THAT TRANSFERS THE ALPHA TO A 77 00:04:12,380 --> 00:04:14,437 THIRD PARTY AND THE JIG IS UP. 78 00:04:14,520 --> 00:04:17,707 AND SO WE HAVE TO FIGURE OUT A WAY BOTH, BOTH OUR OUR PRODUCTS 79 00:04:17,790 --> 00:04:21,307 ARE AGNOSTIC. WE, WE NOW SELL A PRODUCT TO CUSTOMERS THAT 80 00:04:21,390 --> 00:04:24,217 ALLOWS YOU TO SWITCH FROM MODEL TO MODEL BECAUSE. AND WE'RE 81 00:04:24,300 --> 00:04:28,147 COMPLETELY AGNOSTIC, BUT WE NEED TO REBUILD TRUST. AND THAT 82 00:04:28,230 --> 00:04:31,457 TRUST IS GOING TO HAPPEN WHERE EVERYONE GETS TO ASK, ASK AND 83 00:04:31,540 --> 00:04:35,327 ANSWER BASIC QUESTIONS. WHO OWNS THE DATA? WHERE IS IT 84 00:04:35,410 --> 00:04:37,527 CACHED? ARE THE PROMPTS SECURE? 85 00:04:37,610 --> 00:04:41,197 IS THIS BEING TRANSFERRED TO YOU? ARE YOU BEING OKAY? IF IT 86 00:04:41,280 --> 00:04:45,797 WAS SO VALUABLE, LET'S SAY I CAN MAKE YOU $1 BILLION TOMORROW. WOULDN'T I SAY I'LL 87 00:04:45,880 --> 00:04:49,837 MAKE YOU $1 BILLION AND I WANT 30%. WHY ARE THEY CHARGING FOR 88 00:04:49,920 --> 00:04:52,277 TOKENS IF IT'S SO VALUABLE? >> SO THEN, ALEX, IF THE KEY, 89 00:04:52,360 --> 00:04:56,247 FROM WHAT I'M HEARING YOU SAY, IS A SECURE, AMERICAN BORN OPEN 90 00:04:56,330 --> 00:05:00,187 SOURCE MODEL, HOW QUICKLY CAN YOUR MODEL COMPETE WITH THE FRONTIER? 91 00:05:00,270 --> 00:05:02,717 >> WELL, KNOW WHAT. >> I'M SAYING IS. AND AGENTIC AI. 92 00:05:02,800 --> 00:05:06,657 >> OKAY, WHAT I'M CLAIMING, OBVIOUSLY SLIGHTLY TRUE, BUT 93 00:05:06,740 --> 00:05:09,527 SLIGHTLY SELF-CENTERED IS IT'S 94 00:05:09,610 --> 00:05:13,897 THE MODEL PLUS AN APPLICATION LAYER PLUS COMPUTE. IT IS 95 00:05:13,980 --> 00:05:17,897 REALLY ALL THREE. SO IN OUR JARGON, IT'S THE VALUE, THE 96 00:05:17,980 --> 00:05:20,707 REASON. OKAY, JUST LOOK AT OUR FINANCIALS. THE REASON WHY 97 00:05:20,790 --> 00:05:24,337 EVERYONE IS CHILLAXING WITH BAD FINANCIALS AND GROWTH WITH 98 00:05:24,420 --> 00:05:28,277 LOSING MONEY IS THE CLIENT REFUSES TO PAY THE TRUE COST. 99 00:05:28,360 --> 00:05:31,517 THE TWO PLACES THAT ACTUALLY MAKE MONEY, LIKE PROFIT FREE 100 00:05:31,600 --> 00:05:35,857 CASH FLOW ARE OUR APPLICATION LAYER CALLED ONTOLOGY AND 101 00:05:35,940 --> 00:05:40,127 COMPUTE. OKAY, WHAT? I AM NOT JUST CLAIMING WE CAN TAKE AN 102 00:05:40,210 --> 00:05:43,757 OPEN MODEL AND IN THE CLASSIFIED OR NON-CLASSIFIED 103 00:05:43,840 --> 00:05:48,427 CONTEXT, GET IT TO THE POINT OF A FRONTIER MODEL, BUT A YOU 104 00:05:48,510 --> 00:05:51,097 CONTROL THE WEIGHTS. SO WHAT IS THE TRUE COST? NOT JUST WHAT 105 00:05:51,180 --> 00:05:55,237 YOU'RE PAYING. THE TRUE COST IS NOT JUST IS WHAT YOU MAKE MINUS 106 00:05:55,320 --> 00:05:58,537 WHAT YOU LOSE, MEANING THE VALUE OF YOUR BUSINESS. BUT WE 107 00:05:58,620 --> 00:06:02,517 CAN GET THE THE FRONTIER APPLICATION TO BE EXACTLY THE 108 00:06:02,600 --> 00:06:06,847 SAME AS A FRONTIER MODEL, WITHOUT THE RISK OF TRANSFERRING THE ALPHA OF YOUR 109 00:06:06,930 --> 00:06:09,787 BUSINESS TO ANOTHER. BY THE WAY, YOU COULD DO THIS WITH A 110 00:06:09,870 --> 00:06:13,387 FRONTIER CLOSED MODEL TOO, BUT THEN THE CLIENTS HAVE TO BE 111 00:06:13,470 --> 00:06:16,327 ABLE TO ASK AND ANSWER A VERY BASIC QUESTIONS. ARE YOU 112 00:06:16,410 --> 00:06:19,327 KEEPING THE DATA? ARE YOU GOING TO ENTER OUR BUSINESS? WHAT DO 113 00:06:19,410 --> 00:06:22,697 YOU IN THE CLASSIFIED CONTEXT, WHEN THE DEPARTMENT OF WAR GOES 114 00:06:22,780 --> 00:06:25,997 TO YOU AND SAYS, I NEED THIS APPLICATION, DO THEY GET TO 115 00:06:26,080 --> 00:06:28,807 CONTROL THE WEIGHTS TO DO IT, OR DO YOU GET TO CONTROL THE 116 00:06:28,890 --> 00:06:31,607 WEIGHTS? ARE WE REALLY GOING TO OUTSOURCE THE BATTLEFIELD OF 117 00:06:31,690 --> 00:06:36,347 THIS COUNTRY TO THE CONSENSUS VIEW IN SILICON VALLEY? THAT IS 118 00:06:36,430 --> 00:06:40,217 EFFING INSANE. AND BY THE WAY, EVERY SINGLE ENTERPRISE IN THIS 119 00:06:40,300 --> 00:06:42,717 COUNTRY IN PRIVATE, A LOT OF THEM DON'T WANT TO SPEAK IN 120 00:06:42,800 --> 00:06:46,617 PUBLIC BECAUSE IT GETS IT GETS OUTSOURCED TO THE NEURODIVERGENT, CRAZY PERSON 121 00:06:46,700 --> 00:06:51,097 THAT APPARENTLY IS ON DRUGS. THE ONE THING I DON'T DO IT. 122 00:06:51,180 --> 00:06:54,297 OKAY, SO THAT'S MY ROLE. BUT I'M TELLING YOU, IN THIS 123 00:06:54,380 --> 00:06:58,237 COUNTRY, AT EVERY SINGLE ENTERPRISE I DEAL WITH, THESE 124 00:06:58,320 --> 00:07:01,367 PEOPLE ARE LIVID. THEY'RE LIKE, I AM PAYING FOR TOKENS THAT 125 00:07:01,450 --> 00:07:05,907 CREATE NO VALUE. THESE PEOPLE ARE STEALING THE WEIGHTS IN ALPHA OF MY BUSINESS, AND 126 00:07:05,990 --> 00:07:08,807 THEY'RE CREATING A WEALTH TAX THAT DOES NOT HELP THE POOR. IT 127 00:07:08,890 --> 00:07:11,847 JUST PUNISHES. STARTS WITH THE BILLIONAIRES. EVERY SINGLE 128 00:07:11,930 --> 00:07:14,517 PERSON AT THIS TABLE IS GOING TO BE PAYING A WEALTH TAX ONLY 129 00:07:14,600 --> 00:07:18,617 TO PUNISH US. AND THE REASON FOR IT IS BECAUSE THESE MODELS 130 00:07:18,700 --> 00:07:22,087 HAVE BEEN COMPLETELY OVER, IRRESPONSIBLY OVERSOLD. AND THE 131 00:07:22,170 --> 00:07:25,097 SALE IS IT'S DANGEROUS FOR EVERYONE, WHICH IS WHY I CAN 132 00:07:25,180 --> 00:07:28,097 GIVE IT TO ALL YOUR ADVERSARIES, BUT I CAN'T GIVE IT TO THE 133 00:07:28,180 --> 00:07:31,237 DEPARTMENT OF WAR OR I CAN'T SAFELY GIVE IT TO AN ENTERPRISE 134 00:07:31,320 --> 00:07:34,067 IN THIS COUNTRY WITHOUT BEING CERTAIN THAT THE ALPHA OF THAT 135 00:07:34,150 --> 00:07:37,377 BUSINESS COULD TRANSFER TO THIS MODEL TOMORROW. I HAVE NO BUSINESS. NO JOB. 136 00:07:37,460 --> 00:07:41,147 >> YOU SOUND PRETTY ANGRY. >> NO, THE. THIS IS THE VOICE 137 00:07:41,230 --> 00:07:45,147 OF AMERICAN BUSINESS THAT IS BEING CHANNELED THROUGH ME. AND 138 00:07:45,230 --> 00:07:48,717 I'M TELLING YOU, IT IS. IT IS ABSOLUTELY A PROBLEM FOR THIS 139 00:07:48,800 --> 00:07:53,027 COUNTRY, BECAUSE WE ARE ON THE CUTTING EDGE OF EVERY SINGLE AI 140 00:07:53,110 --> 00:07:57,397 TECHNOLOGY. BUT IF YOU'RE GOING TO TRIPOLI, OVERSELL SOMETHING. 141 00:07:57,480 --> 00:08:02,297 AND AND BY THE WAY, THE ENTERPRISES ARE JUST TIRED OF IT. BUT BY THE WAY, JUST A 142 00:08:02,380 --> 00:08:05,637 MINUTE. I WANT YOU, EVERYBODY WATCHING THIS TO TEST WHAT I'M 143 00:08:05,720 --> 00:08:08,207 SAYING, ESPECIALLY INVESTORS WHO THINK SOMEHOW THIS IS 144 00:08:08,290 --> 00:08:13,677 WORKING, PICK UP THE PHONE AND CALL A CEO IN PRIVATE, NOT IN 145 00:08:13,760 --> 00:08:16,647 PUBLIC. EVERY SINGLE PERSON HERE CAN DO THIS. CALL 2 OR 3 146 00:08:16,730 --> 00:08:20,187 AND SAY, MADMAN KARP IS ON TV SAYING, WE'RE LIVID. I'M NOT 147 00:08:20,270 --> 00:08:23,217 GOING TO QUOTE YOU. YOU KNOW, I WON'T QUOTE YOU. YOU HAVE A 148 00:08:23,300 --> 00:08:25,817 HISTORY. AND SEE, THEY'RE TWICE AS LIVID AS ME. LIKE. 149 00:08:25,900 --> 00:08:28,657 >> SO IF YOU'RE RIGHT, THOUGH, DOES THAT MEAN THAT WE ARE 150 00:08:28,740 --> 00:08:32,027 LIVING IN SOME KIND OF TERRIBLE AI BUBBLE AND THAT WE'RE GOING 151 00:08:32,110 --> 00:08:35,637 TO, IN A QUARTER OR 2 OR 3 QUARTERS FROM NOW, WE'RE GOING 152 00:08:35,720 --> 00:08:40,197 TO HEAR THAT BIG ENTERPRISES ARE CANCELING THEIR SUBSCRIPTIONS TO THESE PRODUCTS, 153 00:08:40,280 --> 00:08:43,007 OR THAT THEY BUILD OUT IS GOING TO SLOW BECAUSE. 154 00:08:43,090 --> 00:08:44,537 >> THIS IS THIS IS THE TRAGEDY 155 00:08:44,620 --> 00:08:48,107 OF IT. THE REALITY OF COMPUTE 156 00:08:48,190 --> 00:08:51,377 PLUS ONTOLOGY PLUS MODEL CHANGE 157 00:08:51,460 --> 00:08:55,647 IS CHANGING THE COURSE OF HISTORY. ASK THE UKRAINIANS, 158 00:08:55,730 --> 00:08:59,357 ASK THE ISRAELIS, ASK OUR DEPARTMENT OF WAR. ASK THE ENTERPRISES THAT ARE WORKING. 159 00:08:59,440 --> 00:09:03,657 WE DO NOT HAVE TO OVERSELL WHAT WE HAVE. WE HAVE. AND IT'S ALL 160 00:09:03,740 --> 00:09:06,897 BEING BUILT IN THIS COUNTRY, BASICALLY, EXCEPT FOR THE OPEN 161 00:09:06,980 --> 00:09:09,797 MODELS, WHICH IS A REAL THING COMING FROM CHINA, EXCEPT FOR 162 00:09:09,880 --> 00:09:13,737 NVIDIA OPEN MODELS, WHICH ARE WORLD CLASS. BASICALLY, IT'S 163 00:09:13,820 --> 00:09:16,737 ALL BEING BUILT HERE. WE DO NOT HAVE TO OVERHYPE. WE DO NOT 164 00:09:16,820 --> 00:09:19,477 HAVE TO OVERHYPE IT TO THE POINT WHERE WE'RE GOING TO HAVE 165 00:09:19,560 --> 00:09:20,807 WEALTH TAX, PUNISHING THE WEALTH. 166 00:09:20,890 --> 00:09:23,447 >> IF THEY'RE CHARGING THE ENTERPRISE THREE TIMES AS MUCH 167 00:09:23,530 --> 00:09:26,487 AS THEY SHOULD BE. YEAH. AND THEN AND THEN THEY HAVE TO PULL 168 00:09:26,570 --> 00:09:29,447 BACK ON THAT. THAT CHANGES THE MATH OF ALL OF THIS. 169 00:09:29,530 --> 00:09:32,557 >> WHO'S THE THEY. >> LIKE THE LARGE LANGUAGE MODELS, WHICH BY THE WAY, 170 00:09:32,640 --> 00:09:34,357 IMPACTS YOUR PARTNER NVIDIA BECAUSE. 171 00:09:34,440 --> 00:09:37,397 >> THEY SORRY, I'M TALKING ABOUT THE THEY, THE ENTERPRISES 172 00:09:37,480 --> 00:09:40,267 THAT POWER THIS COUNTRY AS THE MOST IMPORTANT THING YOU'RE 173 00:09:40,350 --> 00:09:43,897 TALKING ABOUT. THE THEY AS FRONTIER LABS IN SILICON VALLEY. 174 00:09:43,980 --> 00:09:47,167 THAT'S GREAT. I'M FOCUSED ON THE ENTERPRISES OF THIS. 175 00:09:47,250 --> 00:09:51,337 >> COUNTRY, HYPERSCALERS. >> WELL, YOU KNOW, IT IT DEPENDS WHAT THEY'RE SELLING. 176 00:09:51,420 --> 00:09:54,407 THAT'S VERY, VERY DOWNSTREAM FROM US. WE'RE COMPLETELY 177 00:09:54,490 --> 00:09:58,717 AGNOSTIC. WE PREFER A WORLD WHERE THERE ARE MORE HYPERSCALERS, WHERE THERE'S ALL 178 00:09:58,800 --> 00:10:02,517 SORTS OF NEW HYPERSCALERS. ELON, NVIDIA, WE LIKE THAT WORLD. WHY 179 00:10:02,600 --> 00:10:06,057 DO WE LIKE THE WORLD? THE SAME REASON WHEN YOU GO ONLINE AND 180 00:10:06,140 --> 00:10:08,287 THERE'S, YOU KNOW, THERE'S 50 KINDS OF KINDS OF COATS. YOU 181 00:10:08,370 --> 00:10:12,057 GET TO PICK THE ONE YOU LIKE. BUT WHAT IS HAPPENING AMONG THE 182 00:10:12,140 --> 00:10:16,737 MOST TECHNICAL PLAYERS IS THEY'RE SAYING, I WANT SOMETHING I OWN. THIS IS MY 183 00:10:16,820 --> 00:10:19,967 BUSINESS. I WANT TO OWN THE GPUS. I WANT TO OWN MY DATA. I 184 00:10:20,050 --> 00:10:22,937 WANT TO OWN THE MODEL. I WANT TO CONTROL THE ALPHA. 185 00:10:23,020 --> 00:10:25,937 >> SO IS THAT CREATING MORE MORE OPPORTUNITY FOR. ARE YOU 186 00:10:26,020 --> 00:10:28,877 ALREADY SEEING THE GOVERNMENT CANCEL CONTRACTS WITH ANTHROPIC 187 00:10:28,960 --> 00:10:31,817 AND OPENAI AND SAYING, WE. >> WANT TO WORK. WE'RE NOT HERE. 188 00:10:31,900 --> 00:10:35,047 >> LITERALLY NOT HERE TO TALK ABOUT WHAT'S GOING TO HAPPEN TO 189 00:10:35,130 --> 00:10:37,817 A VERY IMPORTANT BUSINESS IN THE COUNTRY, EXCEPT FOR, 190 00:10:37,900 --> 00:10:39,527 OBVIOUSLY, TO SOME EXTENT, MINE. 191 00:10:39,610 --> 00:10:44,027 IN MY BUSINESS, WE HAVE MUCH MORE DEMAND THAN WE CAN SUPPLY. 192 00:10:44,110 --> 00:10:48,627 THAT'S LIKE AND AND BY THE WAY, IT MAY BE SOMEWHAT MAYBE, MAYBE 193 00:10:48,710 --> 00:10:51,137 THE CRAZY PERSON THAT STILL ONLY CARES ABOUT FREE CASH FLOW, 194 00:10:51,220 --> 00:10:55,137 BUT WE HAVE MORE BUSINESS THAN WE CAN SUPPLY. AND WE HAVE LOOK, 195 00:10:55,220 --> 00:10:56,907 IF YOU JUST LOOK AT OUR 196 00:10:56,990 --> 00:11:02,407 FINANCIALS, YOU CAN SEE LIKE A TWO YEARS OUT, YOU CAN SEE 15, 197 00:11:02,490 --> 00:11:03,617 $18 BILLION IN FREE CASH FLOW. 198 00:11:03,700 --> 00:11:06,517 >> SORRY, LIKE FRUSTRATED BY THE STOCK'S PERFORMANCE OVER THE LAST. 199 00:11:06,600 --> 00:11:09,617 >> YOU KNOW WHAT? I'VE BEEN AT THIS FOR 20 YEARS. WE'VE BEEN 200 00:11:09,700 --> 00:11:12,417 AT THIS TALKING THIS WHEN WE FIRST STARTED TALKING, PEOPLE 201 00:11:12,500 --> 00:11:16,357 WERE LIKE, IS THIS A SERVICES COMPANY? IS IT WORTHLESS? YEAH. 202 00:11:16,440 --> 00:11:20,367 THE MARKETS ARE SHORT TERM, VERY FICKLE. AND ALSO, QUITE 203 00:11:20,450 --> 00:11:23,937 FRANKLY, WHERE I WOULD THROW SOME SHADE, WHAT INVESTORS 204 00:11:24,020 --> 00:11:27,637 ACTUALLY UNDERSTAND TECH, THEY THINK BECAUSE THEY'RE VERY HIGH 205 00:11:27,720 --> 00:11:30,137 IQ AND THEY UNDERSTAND CERTAIN THINGS, THEY UNDERSTAND WHAT 206 00:11:30,220 --> 00:11:33,207 THEY'RE USING. BASICALLY THE FAULT OF INVESTORS IS TYPICALLY 207 00:11:33,290 --> 00:11:36,977 I USE IT, THEREFORE IT'S VALUABLE. YEAH. WHAT AN ENTERPRISE USES. IT'S DOING 208 00:11:37,060 --> 00:11:40,617 COMPLICATED MANUFACTURING OR PHARMACOLOGICAL RESEARCH OR 209 00:11:40,700 --> 00:11:43,787 PUTTING A BOMB ON OR BRINGING SPECIAL FORCES PEOPLE HOME 210 00:11:43,870 --> 00:11:45,857 SAFELY. VERY DIFFERENT THAN WHAT YOU'RE USING. 211 00:11:45,940 --> 00:11:49,827 >> IF YOU'RE A PHARMACEUTICAL COMPANY OR YOU'RE THE GOVERNMENT, SHOULD YOU NOT BE 212 00:11:49,910 --> 00:11:54,597 THEREFORE USING ANTHROPIC OR IT'S AN OPEN AI WITHOUT YOUR 213 00:11:54,680 --> 00:11:58,167 LAYER ON TOP? I MEAN, IS THAT WOULD YOU SAY THAT'S DANGEROUS FOR THEM? 214 00:11:58,250 --> 00:12:01,137 >> YOU YOU LOOK, FIRST OF ALL, HONESTLY, THE ONE THING THAT I 215 00:12:01,220 --> 00:12:04,707 AM SLIGHTLY FRUSTRATED ABOUT THESE THESE WHEN, WHEN, WHEN, 216 00:12:04,790 --> 00:12:10,077 WHEN OPENAI OR ANTHROPIC ESPECIALLY ARE TALKING ABOUT CRITICAL INFRASTRUCTURE, IT 217 00:12:10,160 --> 00:12:13,947 ONLY IS BEING USED IN OUR PRODUCT, MY PRODUCT. AND THERE'S A REASON FOR THAT. 218 00:12:14,030 --> 00:12:15,717 THESE THINGS ARE VERY, VERY 219 00:12:15,800 --> 00:12:21,527 VALUABLE. WHAT, WHAT WHAT THEY HAVE DONE. BUILDING MODELS IS 220 00:12:21,610 --> 00:12:24,197 WORLD HISTORIC. AND JUST SO YOU SEE, I'M NOT THROWING SHADE. 221 00:12:24,280 --> 00:12:28,797 DARIO IS A LITERALLY HISTORIC FIGURE. AND HE HE CAME FROM 222 00:12:28,880 --> 00:12:30,967 BEHIND AND HE'S NOW NUMBER ONE. 223 00:12:31,050 --> 00:12:33,967 ALMOST NO ONE IN THE I'VE BEEN IN BUSINESS. WHATEVER YOU WANT 224 00:12:34,050 --> 00:12:35,967 TO CALL, I DO FOR A LONG TIME. 225 00:12:36,050 --> 00:12:38,237 I'VE NEVER SEEN ANYTHING LIKE THIS. OKAY. SO THE REALITY IS 226 00:12:38,320 --> 00:12:41,047 CRITICAL INFRASTRUCTURE DOES NOT RUN THESE MODELS WITHOUT AN 227 00:12:41,130 --> 00:12:45,717 APPLICATION LAYER IN ALMOST ALL CASES. AND MAYBE IT WON'T BE ALL CASES SOMEDAY THAT 228 00:12:45,800 --> 00:12:47,347 APPLICATION LAYERS ARE ONTOLOGY. 229 00:12:47,430 --> 00:12:50,347 THAT'S A FACT. AND THERE'S A REASON FOR IT. IT'S NOT THAT, 230 00:12:50,430 --> 00:12:52,617 AS YOU KNOW, SOME PEOPLE LOVE ME, SOME PEOPLE HATE ME. 231 00:12:52,700 --> 00:12:55,457 THEY'RE NOT BUYING. THEY'RE NOT BUYING IT BECAUSE OF THAT. 232 00:12:55,540 --> 00:12:57,597 THEY'RE BUYING BECAUSE THESE THINGS HAVE TO BE MADE SAFE. 233 00:12:57,680 --> 00:13:02,367 AND THE I, I'M GOING TO TRUST YOU. YOU SHOULD TRUST ME BECAUSE I'VE NEVER LIED BS 234 00:13:02,450 --> 00:13:07,337 THING THAT JUST DOESN'T CUT IT AT THIS LEVEL. AND, AND ENTERPRISES ARE RUN BY THE 235 00:13:07,420 --> 00:13:11,207 SHREWDEST AMERICAN ENTERPRISES ARE RUN BY THE SHREWDEST, MOST 236 00:13:11,290 --> 00:13:14,647 WILY, INTELLIGENT PEOPLE ON THE PLANET. IF YOU THINK THEY'RE 237 00:13:14,730 --> 00:13:18,417 GOING FOR THAT, YOU CAN GO TRY TO SELL ME LIKE MY. MY PARENTS 238 00:13:18,500 --> 00:13:21,647 STILL WANT ME TO GET A JOB AS A FACULTY MEMBER AT BERKELEY. GO 239 00:13:21,730 --> 00:13:23,657 TRY TO GET ME A JOB AT BERKELEY. 240 00:13:23,740 --> 00:13:25,417 I'M VERY QUALIFIED. IT'S NOT HAPPENING. 241 00:13:25,500 --> 00:13:29,627 >> DO YOU AGREE WITH THE NOTION OF THE MOST ROBUST, POWERFUL AI 242 00:13:29,710 --> 00:13:32,867 MODELS SHOULD BE WITHHELD FROM THE PUBLIC DUE TO CYBERSECURITY RISKS. 243 00:13:32,950 --> 00:13:35,467 >> LOOK, FROM. ANTHROPIC AND OPEN AI, YOU. 244 00:13:35,550 --> 00:13:38,267 >> REALLY HAVE TO MAKE THE ONE OF ONE OF THE THINGS WE'RE 245 00:13:38,350 --> 00:13:41,307 REALLY TRYING TO GET THE WEST TO DO IS MOVE AWAY FROM LIKE 246 00:13:41,390 --> 00:13:44,207 NOT LIKING IT. THESE ARE VERY TECHNICAL. WHAT DOES THE MODEL 247 00:13:44,290 --> 00:13:48,347 DO? WHO IS RESTRICTED TO. I WOULD SAY IT IS A LOSER TO RESTRICT SOMETHING FROM THE 248 00:13:48,430 --> 00:13:51,017 GOVERNMENT, BECAUSE YOU DON'T AGREE WITH HOW THE GOVERNMENT 249 00:13:51,100 --> 00:13:54,017 FIGHTS WAR AND THEN OPEN IT UP TO THE WORLD, INCLUDING OUR 250 00:13:54,100 --> 00:13:57,187 ADVERSARIES. GO SELL THAT TO THE AMERICAN PEOPLE WHERE THEY ALREADY DON'T LIKE YOU. 251 00:13:57,270 --> 00:14:01,127 >> YOU HAVE A LOT OF DATA THAT YOU LOOK AT. DO YOU THINK CHINA 252 00:14:01,210 --> 00:14:03,427 IS GETTING BETTER AT AI? HOW IS THE GAP NARROWING? 253 00:14:03,510 --> 00:14:07,297 >> THERE ARE. >> TWO RELEVANT TECH CENTERS IN TWO AND A HALF AMERICA, CHINA, 254 00:14:07,380 --> 00:14:12,437 ISRAEL. THOSE ARE THE TECH CENTERS OF THE WORLD. AND WE LIKE I SPENT HALF MY LIFE IN 255 00:14:12,520 --> 00:14:15,467 EUROPE. I WANT EUROPE TO BE RELEVANT. AND SWEDEN HAS A REAL 256 00:14:15,550 --> 00:14:18,437 TECH SCENE. YOU HAVE TO BE CAN'T JUST LIKE YOU KNOW. BUT 257 00:14:18,520 --> 00:14:23,117 THE RELEVANT TECH CENTERS WE ARE. WE HAVE A PEER TO PEER 258 00:14:23,200 --> 00:14:26,747 ADVERSARY IN CHINA. CHINA HAS LOTS OF ADVANTAGES, INCLUDING. 259 00:14:26,830 --> 00:14:31,457 QUITE FRANKLY, WE HAVE TO FIND WAYS TO MAKE THESE MODELS RAISE 260 00:14:31,540 --> 00:14:34,027 THE STANDARD OF LIVING FOR EVERY AMERICA. AND WE NEED A 261 00:14:34,110 --> 00:14:37,027 SENSE AMERICANS NEED TO HAVE A SENSE. IT'S NOT JUST THE PEOPLE 262 00:14:37,110 --> 00:14:39,267 AT THIS TABLE, PEOPLE WATCHING IT GETTING RICH, AND THERE ARE 263 00:14:39,350 --> 00:14:41,127 REAL ISSUES THERE. AND WE HAVE. 264 00:14:41,210 --> 00:14:46,137 AND THEN WE HAVE LEFT AND RIGHT, FAR LEFT, FAR RIGHT, GONE COMPLETELY NUTS. YOU WOULD 265 00:14:46,220 --> 00:14:49,407 THINK THAT THE GREATEST PROBLEM IN THE WORLD IF YOU WERE ON THE 266 00:14:49,490 --> 00:14:53,007 FAR LEFT IS SOMEHOW IT'S LIKE IF THINGS WORK, IT'S EVIL AND 267 00:14:53,090 --> 00:14:56,247 BAD. BY THE WAY, I'VE BEEN WHOLESALE KICKED OUT OF MY OWN 268 00:14:56,330 --> 00:14:59,147 PARTY BECAUSE I WARNED THAT THIS WAS GOING TO HAPPEN ON THE 269 00:14:59,230 --> 00:15:02,887 LEFT, AND IT IS HAPPENING. THEN YOU HAVE ON THE FAR RIGHT, LIKE 270 00:15:02,970 --> 00:15:06,027 IT'S LIKE ON BOTH SIDES. YOU THINK THE BIGGEST PROBLEM OF 271 00:15:06,110 --> 00:15:09,227 OUR SOCIETY ARE LIKE WARLOCKS ROAMING THE STREET BUILDING 272 00:15:09,310 --> 00:15:11,527 TECHNOLOGY. THEY OF COURSE, THEY CAN'T UNDERSTAND IT. LIKE 273 00:15:11,610 --> 00:15:13,927 THEY ATTACK PALANTIR FOR THE CRAZIEST. CHINA DOESN'T HAVE 274 00:15:14,010 --> 00:15:16,037 THAT PROBLEM, BUT IT ALSO 275 00:15:16,120 --> 00:15:17,837 DOESN'T HAVE THE CREATIVITY AND 276 00:15:17,920 --> 00:15:22,207 INGENUITY AND, AND DEEP TECH 277 00:15:22,290 --> 00:15:25,807 CREATIVITY WE HAVE. BUT THE REALITY IS IT'S NOT A FOREGONE 278 00:15:25,890 --> 00:15:29,447 CONCLUSION THAT WE WIN, THAT WE HAVE WE HAVE THE BIGGEST 279 00:15:29,530 --> 00:15:33,177 PROBLEM IN THIS COUNTRY ON THESE DEBATES IS WE DEBATE THESE THINGS AS IF WE DON'T 280 00:15:33,260 --> 00:15:37,057 HAVE ADVERSARIES. IT'S NOT ACTUALLY TRUE. IT'S BINARY. 281 00:15:37,140 --> 00:15:40,687 THEY WILL WIN OR WE WILL WIN. >> LET ME ASK YOU, I JUST WANT 282 00:15:40,770 --> 00:15:44,157 TO PIVOT TO A SLIGHTLY DIFFERENT CONVERSATION, BUT RELATED, YOU HAVE BEEN A 283 00:15:44,240 --> 00:15:47,097 PROPONENT AND GREAT SUPPORTER OF ISRAEL OVER THE YEARS, GREAT 284 00:15:47,180 --> 00:15:50,967 SUPPORTER OF ISRAEL. AND RIGHT NOW WE HAVE A CEASE FIRE IN THE 285 00:15:51,050 --> 00:15:53,137 MIDDLE EAST, WHICH WE HOPE 286 00:15:53,220 --> 00:15:58,237 HOLDS. HAVING SAID THAT, THERE IS A BIT OF SPACE BETWEEN WHERE 287 00:15:58,320 --> 00:16:03,617 THE U.S. IS NOW AND WHERE NETANYAHU IS ON WHAT IS HAPPENING HERE AND WHETHER THEY 288 00:16:03,700 --> 00:16:06,047 ULTIMATELY BE PROTECTED. AND I'M CURIOUS, GIVEN THAT AND 289 00:16:06,130 --> 00:16:08,647 GIVEN ALSO YOUR RELATIONSHIP WITH THE U.S. GOVERNMENT AND 290 00:16:08,730 --> 00:16:11,487 THE WORK YOU DO THERE, HOW YOU THINK ABOUT THAT DISCONNECT? 291 00:16:11,570 --> 00:16:14,357 >> THE THIS IS LIKE SO MANY 292 00:16:14,440 --> 00:16:17,557 THINGS. I AM THE MOST PUBLICLY 293 00:16:17,640 --> 00:16:19,367 SUPPORTIVE CEO OF ISRAEL. AND 294 00:16:19,450 --> 00:16:22,627 THAT'S TRUE. I THINK ISRAEL IS 295 00:16:22,710 --> 00:16:26,737 A IS ON THE SIDE OF GOOD NOW IN 296 00:16:26,820 --> 00:16:31,277 PRIVATE, BECAUSE I HAVE. I'M KNOWN THERE. TO BE FAIR, I'M PROBABLY ALSO THE MOST 297 00:16:31,360 --> 00:16:34,147 EFFECTIVE CRITIC OF LIKE, HEY, I DIDN'T AGREE WITH THIS 298 00:16:34,230 --> 00:16:37,217 WITHOUT GOING. AND I WOULD BE VERY HAPPY TO BE MORE IN PUBLIC 299 00:16:37,300 --> 00:16:40,447 ABOUT THAT. EXCEPT FOR, I THINK, NOT ALL. THERE ARE MANY 300 00:16:40,530 --> 00:16:43,257 LEGITIMATE CRITICISMS OF ISRAEL AND EVERY OTHER COUNTRY, 301 00:16:43,340 --> 00:16:46,787 ALTHOUGH I WOULD SAY, DO YOU WANT A COUNTRY THAT CAN 302 00:16:46,870 --> 00:16:50,957 SOMETIMES BE DIFFICULT AS YOUR PARTNER, OR DO YOU WANT A COUNTRY, OR DO YOU WANT 303 00:16:51,040 --> 00:16:53,957 PARTNERS THAT HAVE NO TECH SCENE AS A PARTNER? AND SO LIKE, 304 00:16:54,040 --> 00:16:57,537 IT'S LIKE IN THIS WORLD, HAVING A, A FULLY ADULT, INDEPENDENT 305 00:16:57,620 --> 00:17:00,507 ALIGNED COUNTRY THAT DOESN'T ALWAYS AGREE WITH US IS MUCH 306 00:17:00,590 --> 00:17:03,537 BETTER THAN WHAT WE SOMEHOW HAVE IN EUROPE. LIKE THAT'S WE 307 00:17:03,620 --> 00:17:07,277 DO NOT WANT THAT. YES. OKAY. SO 308 00:17:07,360 --> 00:17:10,917 LOOK, AMERICAN ISRAEL WILL ALWAYS HAVE WILL NEVER BE FULLY 309 00:17:11,000 --> 00:17:14,847 ALIGNED. AND THAT'S TOTALLY OKAY. MY POSITION IS THEY ARE A 310 00:17:14,930 --> 00:17:17,957 VERY IMPORTANT PARTNER AND WE ARE PROUD TO SUPPORT THEM. AND 311 00:17:18,040 --> 00:17:22,087 IN PRIVATE, YOU CAN BET YOUR LAST DOLLAR I CALL AND COMPLAIN ABOUT A LOT OF THINGS. 312 00:17:22,170 --> 00:17:25,227 >> SO WHAT DO YOU THINK OF THIS MOU OR WHATEVER DEAL YOU THINK 313 00:17:25,310 --> 00:17:29,197 IS IS ON OFFER AND WHATEVER THE DEAL THAT IS, DO YOU THINK THAT 314 00:17:29,280 --> 00:17:32,097 WE ARE NOW IN A BETTER PLACE THAN WE WERE BEFORE? 315 00:17:32,180 --> 00:17:36,277 >> YOU MEAN IN. >> IRAN, IN IRAN, AND, AND, AND VIS A VIS ALSO WHAT YOU THINK 316 00:17:36,360 --> 00:17:40,907 IT MEANS FOR ISRAEL? >> WELL, LOOK, I DON'T ISRAEL, I'M GOING TO LEAVE THE I'M 317 00:17:40,990 --> 00:17:44,047 GOING TO LEAVE THE ISRAELI THING FOR MY TALKING TO THEM IN 318 00:17:44,130 --> 00:17:46,877 PRIVATE, BECAUSE I JUST DON'T THINK AT THIS POINT IT'S VERY 319 00:17:46,960 --> 00:17:50,787 HARD IN PUBLIC TO TALK ABOUT THEM BECAUSE YOU JUST HAVE PEOPLE LOOK, THERE ARE 320 00:17:50,870 --> 00:17:51,787 LEGITIMATE CRITICISMS OF ISRAEL. 321 00:17:51,870 --> 00:17:53,857 HALF THE PEOPLE CRITICIZING ISRAEL JUST DON'T BELIEVE IT 322 00:17:53,940 --> 00:17:56,857 SHOULD EXIST. AND THAT'S JUST A FACT. AND SO LIKE, I'M NOT 323 00:17:56,940 --> 00:17:59,827 GOING TO LIKE TOTALLY PLAY INTO THEIR HANDS BY SAYING THINGS I 324 00:17:59,910 --> 00:18:03,437 SAY IN PRIVATE IN AMERICA, AMERICA HAS TO REP HIS OWN 325 00:18:03,520 --> 00:18:07,067 INTERESTS. DO I THINK IRAN'S BEEN DEGRADED? YES. ARE THERE 326 00:18:07,150 --> 00:18:09,907 THINGS THAT I DON'T THINK ARE IN THE PUBLIC SPACE THAT WOULD 327 00:18:09,990 --> 00:18:14,247 BE COMFORTING TO PEOPLE? IF THEY ARE, YES, AND I'LL LEAVE IT AT THAT. 328 00:18:14,330 --> 00:18:17,517 >> WOW. PRETTY GREAT. >> THANK YOU. 329 00:18:17,600 --> 00:18:20,877 >> THANK YOU. >> THANK YOU. TAKE CARE. HAVE TO GET UP FROM THE SEAT. 330 00:18:20,960 --> 00:18:25,717 >> YOU KNOW, I JUST LIKE I FEEL LIKE I'M GOING TO BE KICKED OUT OF THE ROOM. 331 00:18:25,800 --> 00:18:28,187 >> NOPE. NEVER WIDE RANGING CONVERSATION. I REALLY APPRECIATE YOUR TIME. 332 00:18:28,270 --> 00:18:32,897 >> NO, NOT LIKE YOUR PARTY. WE WANT YOU TO. WE WANT YOU TO STAY. CAN YOU COME BACK 333 00:18:32,980 --> 00:18:35,927 TOMORROW? >> YEAH. NO, I'LL COME BACK. I REALLY DO APPRECIATE. 334 00:18:36,010 --> 00:18:38,867 >> YOU TALKING. >> TO IT. >> YEAH. YOU KNOW, THE THING I 335 00:18:38,950 --> 00:18:43,037 ACTUALLY LIKE ABOUT YOU GUYS THE MOST AND I WATCH YOU IS JUST THAT YOU ACTUALLY. AND 336 00:18:43,120 --> 00:18:44,907 IT'S VERY HARD TO PULL THIS OFF. 337 00:18:44,990 --> 00:18:47,907 YOU ACTUALLY HAVE DIVERGENT OPINIONS, AND SOMEHOW YOU GUYS STAY TOGETHER. 338 00:18:47,990 --> 00:18:49,947 >> THIS IS TRUE. >> IT'S STILL ON CAMERA. 339 00:18:50,030 --> 00:18:51,947 >> OH, YEAH. >> WELL, GREAT. THAT'S TRUE. 340 00:18:52,030 --> 00:18:54,717 >> YOU ACTUALLY LIKE IT'S HONESTLY, IT'S SO BORING. THE 341 00:18:54,800 --> 00:18:58,617 OTHER STUFF LIKE. AND AGAIN, I GET KICKED OUT OF THESE ROOMS. 342 00:18:58,700 --> 00:19:03,927 EVEN IF EVEN IF I AGREED WITH YOU, I WOULD TRY TO DISAGREE WITH YOU. IT'S MORE FUN. 343 00:19:04,010 --> 00:19:06,497 >> THERE'S SEYMA. THANK YOU FOR BRINGING ALEX HERE THIS MORNING. 344 00:19:06,580 --> 00:19:09,227 THANK YOU FOR YOUR PERSPECTIVE ON THIS, ALEX. THANK YOU. WE 345 00:19:09,310 --> 00:19:10,397 APPRECIATE IT VERY, VERY MUCH. 346 00:19:10,480 --> 00:19:12,367 THANKS. >> PEOPLE LIVE IN ECHO CHAMBERS. 347 00:19:12,450 --> 00:19:15,467 >> IT'S IT'S BEEN SO OFFENDED TO HEAR DIVERGENT OPINION. IT'S LIKE, 348 00:19:15,550 --> 00:19:20,577 >> WHAT DO YOU LIKE? IT'S SO CRAZY. AND I'LL TELL YOU, WE'RE OFF CAMERA NOW. 349 00:19:20,660 --> 00:19:23,577 >> NO, WE'RE STILL GOING. >> LET ME GET OFF CAMERA. WHAT, 350 00:19:23,660 --> 00:19:25,877 DO YOU WANT ME TO READ THIS TRUMP STUFF OR NOT? 351 00:19:25,960 --> 00:19:31,317 >> YOU KNOW? >> OKAY, HOLD ON, ALEX. I NOW NOW WE'RE STILL ON AND I'M 352 00:19:31,400 --> 00:19:34,927 GOING TO READ THIS BECAUSE PRESIDENT TRUMP WAS JUST SPEAKING TO REPORTERS AT JOINT 353 00:19:35,010 --> 00:19:38,257 BASE ANDREWS. HE'S PREPARING TO TAKE HIS FIRST FLIGHT ON THE 354 00:19:38,340 --> 00:19:42,937 QATARI GIFTED AIR FORCE ONE. HE'S EN ROUTE TO NORTH DAKOTA FOR THE OPENING OF TEDDY 355 00:19:43,020 --> 00:19:45,720 ROOSEVELT'S PRESIDENTIAL LIBRARY. HE ADDRESSED