00:00AI and the geopolitical sort of changes are really long-term trends that keep us incredibly busy.
00:12They do create a lot of noise and they are very, very important to sort of think through.
00:22And yes, they do make me very nervous and sort of concerned.
00:29I do think that AI is ultimately enabling technology that will, nevertheless, we see that already, sort of change things
00:42very quickly.
00:44And how to navigate and respond to this technology, I think, is going to be a huge challenge for every
00:56business, for investors.
00:59But also for sort of the broader society and governments.
01:06And then the other big thing is sort of the geopolitical dynamics that have accelerated a lot over the last,
01:16I would say, five years.
01:18It's not a total coincidence to me that they have.
01:25I think sort of political developments tend to be happening in response to broader fundamental changes that are going on
01:35in society.
01:36But there are, you know, we are going through a very, very interesting period.
01:44And I think we have seen a lot of sort of disruption from it, a lot of change, especially accelerating
01:51over the last sort of 12 to 18 months.
01:55And I think we will see more change.
Comments