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Inside America's New Defense Tech: Drones, Data and AI with Joe Lonsdale
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In this episode of The Holy Grail of Investing , Christopher Zook sits down with Joe Lonsdale , a leading investor at the intersection of AI, defense, and national competitiveness, for a timely conversation on what is real (and what is hype) in the AI revolution. Joe shares why he views AI as a major industrial revolution driven by productivity, not an "existential" technology destined to replace civilization. He breaks down the AI value chain, from energy and chips to data centers, models, software infrastructure, and the applications delivering real economic value, along with where he sees the best risk-reward opportunities. The conversation expands into the strategic stakes of the AI…