Stargate: Stargate's scale is clearly ambitious. What's your initial perspective on the potential impact of such a large-scale AI infrastructure project on the broader AI ecosystem?

I'm trying to figure out if it's just going to make the dominant players even more dominant, leaving no room for others, or if it's going to encourage an influx of new talent. I'm curious about which direction it's going to take and what it's going to do.

I think it's interesting. I've actually been searching for any real data about it. I watched the announcement and have been listening, but I still haven't heard what exactly they hope to deliver. All we've heard publicly is about a $500 billion investment, but it's still unclear where all that money is coming from. We know who the top three players are, but it's not clear to me what their goal is. Are they aiming to be a technology AI incubator for the US so the public market can lead globally, or are they focusing on delivering something internally for the US government?

Like anything that's announced by a government, I take it with a grain of salt. There are always grand plans announced, and this doesn't really matter which political party is in charge at the time. Historically, governments announce grand plans, and by the time they are implemented, they often turn into something completely different. So, it's interesting, but large-scale government-driven investments tend to be a bit unwieldy. Right now, I'm taking a wait-and-see approach to understand what this really turns into because, at the moment, it feels more like a soundbite than anything substantial.

Every company today is essentially a technology company, regardless of their primary services or products. The rise of AI will only amplify this trend. As AI technology evolves, we're seeing a shift from traditional Software-as-a-Service (SaaS) to agents as a service. These AI agents will drive enterprise applications and microservices. The challenge for both governments and enterprises is to build their digital moats, managing intellectual property, software licenses, and agent licenses to drive innovation and collaboration effectively.

Technology has become integral to every aspect of our lives, and it's crucial for our government to enhance our technological capabilities to remain competitive. It's fascinating to see technology taking center stage, not just left to private industry. The partnerships and advancements in AI, especially generative AI, are becoming ubiquitous. Companies now must keep pace with these developments.