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defense

3 statements across 3 episodes · 2 bullish · 1 bearish · 3 people on the record · first statement Dec 30, 2025 by Joe Lonsdale · across every show →

Everything said about defense, oldest first

Dec 30, 2025 negative
Assertion Supported
Lonsdale: US spending on debt interest now exceeds defense spending
“I think we're spending more on our interest than on our defense now, which is crazy.”
Joe Lonsdale Dec 30, 2025 ▶ 12:44 These Jobs Will Skyrocket in the AI Economy · Joe Lonsdale
Feb 4, 2026 bullish
Prediction Held up
Mandia: Good guys will use offensive AI agents to train defensive AI
“There is no question that in the future you'll have AI agents on offense run by the good guys to train the AI on defense run by the good guys.”
Kevin Mandia Feb 4, 2026 ▶ 28:36 AI Expert: Agents Will Take Over Everything · Joe Lonsdale
May 22, 2026 bullish
Opinion
Scott: The narrative that only AI, defense, and energy matter is untrue
“What you're seeing in the headlines today is basically, Hey, AI is all that matters. Maybe defense matters because the world is becoming a slightly more volatile place, and energy matters as a derivative of AI. So if you're not already super exposed to those i…”
Eric Scott May 22, 2026 ▶ 28:32 AI Investing Strategy for 2026 · Joe Lonsdale
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