Anthony ₿

Very soon there are going to be more AI agents than humans making transactions. They can’t open a bank account, but they can own a crypto wallet. Think about it.

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It should be obvious to everyone that the economic picture drastically changes if Iran is successful in destroying energy infrastructure across the Middle East. The short-term implications will get most of the headlines, but the long-term calculus feels more important. How do you build infrastructure in a region where an adversarial country can fly a cheap drone packed with explosives into your facility? How do you discount the risk of a persistent, decentralized threat? The rise of drones and counter-drone technology is going to be one of the most important aspects of commercial activity in the region. You have to protect against the new threat or you risk your entire business being destroyed at near zero cost to the attacker. Just as "information warfare" simply became "information," we are going to see the "battlefield" become "operational security." This is a big reason why I am excited about the prospects of $ONDS as a shareholder. We need American companies that own, operate, and scale drone technology, while having counter-drone capabilities deployed across commercial and military use cases. This entire sector will only get more important over time.

It still amazes me how no Arab country has their own military and was highly dependent on the US and their US bases Really just shows that Arabs were just lucky to find oil and are actually idiots