Dear Reader,
Good morning,
Here we are, December 11th, my daughter’s 16th birthday. That’s a big deal. I look forward to taking her out to dinner tonight.
Today I want to talk to you about Syria…
…Syria and how the Assad regime collapsed in 13 days…
And what it has to do with the timely webinar we put on yesterday.
Because it’s all related. Here is a replay link if you missed it.
So first, the Assad regime collapsed. Quickly. Much quicker than expected.
That’s because of two things:
Israel’s war against Hezbollah…
And Russia’s invasion of Ukraine, and our defending Ukraine.
Not trying to change anyone’s mind on that – I know why it’s controversial.
But remember something:
We’ve been bleeding Russia out on Ukraine. And that’s just one of the big benefits.
Russia is a country that has been building warships and sending stations up to the Arctic… sending warships past Japan… sending submarines by London…
This is a country that’s been playing very aggressively the past 20, 25 years.
They’ve been playing an aggressive offense against us and against the global order.
When they chose to invade Ukraine, it was an opportunity for the people who run this country to bleed them out, basically. To tie down their resources.
Like the Soviet Union did to us when we went to Vietnam. It pinned us down there.
It forced us to push a bunch of resources into Vietnam so that Russia could move into Africa, Greece, the Middle East.
We couldn’t have our attention everywhere.
Ukraine has done the same thing to Russia – pinned their attention down in Ukraine where it leaves them less of a footprint to make trouble for us elsewhere, including the Middle East.
That’s the main reason the Assad regime collapsed so quickly.
Their benefactor, Russia, couldn’t support them anymore.
They’re too busy in Ukraine.
The other reason Ukraine has been very good for us – you know, a lot of people say, “we’re spending $50 billion a year over there.”
That’s half true. We are spending $50 billion there but we’re spending it on our own weapons manufacturers.
We’re basically paying Lockheed Martin, Boeing and other companies to produce weapons.
The money we’re spending to help Ukraine is just manufacturing U.S. weapons and creating U.S. jobs.
But the bigger thing, the most important thing about Ukraine and why it directly has a lot to do with the time-sensitive webinar we held yesterday…
Is Ukraine is really the world’s first AI war.
When you look at Zelensky, the president of Ukraine…
The first business person he met after Russia invaded Ukraine was Alex Karp, CEO of Palantir.
So what Ukraine started to do was outfit a bunch of weapons and begin using Palantir’s technologies to really understand the battlefield and increase the speed of their kill chains.
Now remember, one of the things we talked about at the webinar and that we’re really hammering home here – one of these big themes – is this is the world’s first AI war.
That means there’s a lot of drones, a lot of software being used to identify, target and kill opponents on both sides.
Russia’s using it.
Ukraine’s using it.
So it’s been like a laboratory for all the great powers watching this war – the U.S., China, Russia…
To see which technologies are really going to determine the next battlefield.
This has been a big R&D experiment for the United States.
The great thing the United States has been doing is funding its own companies again.
Any $50 billion we pay to fund Ukraine goes to the U.S. companies making these weapons.
And it’s been terrific R&D for us to understand what the fourth revolution in warfare, AI warfare, looks like in practice in a battlefield.
But remember, the thing I’ve been talking about is, the more electronic war gets, the more networked war gets, the more communication you’re using with satellites like Starlink.
This is why Elon Musk is here.
The more communication is going between different networked weapons and sensors and satellites, the more information goes, the more you need to be able to compress that information so it moves rapidly.
Because remember, you can have the fastest NVIDIA chip on earth, but if it doesn’t move data from point A to point B to point C, D, E, F, all around fast…
It doesn’t matter.
If the fastest horsepower NVIDIA chip on earth isn’t pushing data through these pipes and sharing it in a networked environment fast enough, the fastest chip doesn’t matter.
So while the chips have raced to get faster, companies like we discussed yesterday in our webinar have raced to create faster communications with all this data.
It’s like an arms race…
NVIDIA creates a faster chip, they need faster movement of data.
So if you think NVIDIA is going to keep creating fast chips…
And if you think network and AI warfare is the future…
Then you have to believe that the company we talk about on our webinar is valuable.
And the fact that they’re already doing business with the Department of Defense…
That they’re already doing business with the Air Force…
That NVIDIA, Intel and all these other folks are partnering with them…
This is why we are so excited to share this with you.
Thank you to all who attended.
And if you missed it, just go here now to watch our replay.
But don’t wait – there is a hard deadline to invest coming up soon and I really don’t want you to miss this one.
I believe it could be our biggest win of 2025.
Click here now to watch the replay now.
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