and andreasen said the same thing on that podcast.g. if -- are they running out of data? what is the reason? is it true? is there really a slowing in progress because that wasn't expected if, in fact -- and they're using as many or more cpus so it's not like they're -- it's a chip-related issue. it simply may be a data-related issue or unclear. certainly, for me, unclear, carl, but that would have big ramifications if the progress suddenly stops. >> i know. and the other -- not to get too far afield from what you're saying, andreasen called america an economic coiled spring. we should be growing at at least 4 and ideally 6 to 8-plus percent on gdp. he says growth has been brutally suppressed since before i was born. that would be interesting, but then we get back to these -- we had these discussions during the first trump term, and that is, you need people. and how you going to get that kind of growth without people? >> right. well, maybe it's going to be robots. >> generative a.i. >> but again, maybe if it stops prog pro progressing,

our next vested -- guest is katerine boyle, general partner at andreasen horowitz, cofounder of the americanamism practice, which invests in companies supporting national interest across aerospace, defense, and critical infrastructure. this is the first opportunity we've had to talk since the outcome of the election. part of what he was talking about there i guess was evidence that president-elect trump will spend in the areas you are focused on, defense technology. beyond that, what else can you give our audience that convinces you that president-elect trump was the right kennedy -- candidate for the american dynamism movement? katerine: the focus of this administration will be on production. production, production, production. invest in defense. let's make sure that the technology needed for the battles of the 21st century are procured as quickly as possible. as palmer said, a message that can be lost inside of the dod and outside of it, we need to focus on doing more with less. technology is better for the american taxpayer. building products for the next generation of war fighter, it's c

and mark andreasen and whether or not we're hitting some walls here and there. >> yes, there was this and i hadn't watched all of it, and so the context, you know, is a bit more difficult, and i actually have been meaning to look into it more, but the po, carl, where as questioning whether the increases in functionality and power are going to be the equivalent that they have been in the past from each new iteration, for example, of chatgpt. they seem to be arguing that, in fact, it is slowing dramatically, even with more cpus added, more chips, that the progress is not nearly as great between 4.0 and 4.5, for example, or what will be for chatgpt. >> jim doesn't want to -- >> again, you know, this has been making the rounds. i'm fairly certain it is authentic. that said, i -- >> it's a parlor game. >> i want to find out more. >> a parlor game. and let me give you the other side. jensen huang is the ceo of nvidia. what he'll say to you is right now, it's celeboperating at abo fifth grade level and it's eventually going to be through college and then through graduate school, and that's w