The very big picture here is in 2017, a lot of people believed we lived at the end of history,

that there was no more geopolitical movement of significance to happen, and that United Nations

could write mean letters to dissuade people from expansionist actions. The cynics were right.

The cynics who said, no, war is still a thing of the present. You can't start working on bombs

after the war has started and expect to have

any deterrent impact. You're just going to be part of fighting wars instead of preventing them.

All of this stuff that's been talked about my whole life is like suddenly happening. AI is

clearly happening. We believe crypto will happen. Do you think we're entering into this maybe

unprecedented 20, 30 year period of experience? Absolutely. I'll give you my thesis for optimism.

In 2017, most people believed we are living at the end of history.

Great power conflict was over.

The United Nations could write strongly worded letters, and that would be enough.

Then Russia invaded Ukraine.

Palmer Lucky saw it coming.

Before the invasion, he tried to sell anderrol surveillance towers to Zelensky,

who had read about them in Wired and wanted them on Ukraine's border. The State Department killed the deal.

They said Russia wasn't going to invade. Palmer started Anderil in 2017 with 25 people.

Bloomberg called it the most controversial company in tech, Wired named him the worst person

in Silicon Valley. Today, the company has over 7,000 employees and 25 products. That

the program of record for drove defense across Socom and the Marine Corps. Before Andriel,

Palmer founded Oculus as a teenager, sold it to Facebook for $3 billion and watched MetupCorp

$60 billion into the vision he started.

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