ROB: Yeah, it’s obvious what’s going on. I even saw a piece in the New Yorker that literally spells out what’s happening. It claims Elon “wants not only to reduce the U.S. government but to install his own technological vision of the future at its heart.” To do that, he’s going to need to issue contracts to lots of technology partners. JOEL: And that’s the part publications like the New Yorker totally miss. They report on what’s happening. But they don’t tell you anything that’d help you make money. That’s where our work is different – our whole mission is to help our readers grow wealthy from situations like this. JON: And you know, there are so many AI use cases from within the government we haven’t even talked about yet. The Air Force and Intelligence agencies are currently testing out AI models from Meta, Google, OpenAI, Anthropic, and Mistral... alongside a load of startups you’ve probably never heard of. The DOD has already paid out close to a billion dollars for AI technology in the last two years – I’d be astonished if that number didn’t double or triple from here. And there’s a growing sense that the government NEEDS someone like Elon to come along and help deploy new technology and speed things up. According to former Navy Secretary Richard Danzig, our shipbuilding systems are stuck in the 20th century. Last year we built just 12 warships, whereas China made 30 . Now, how the Chinese define “warship” might be a bit of a stretch... But no matter how you look at it, there’s a race going on. And we’re being outperformed. As Danzig put it: “The tools to change this – most notably software and artificial intelligence – lie at hand. Musk is the
great master, not at inventing these technologies, but as something equally important, and rarer: applying technology.” ROB: This is exactly what we’ve been saying all along. It’s what DOGE PHASE II is all about – deploying AI technology across every branch of government. JON: The Department of Agriculture is moving in this direction, too. At the start of the year, it awarded a big contract to an AI firm called DAO Consulting, to help streamline the federal grants management process. Think about it... it’s not often we see the DOD, the Education Department, and the Department of Agriculture all adopting the same technology at the same time. But that’s exactly what’s going on. JOEL: You only see things like this with truly big, transformational technology – the last time was probably the Internet. Nothing Can Stop AI’s Rise ROB: But back then you didn’t have Elon or David Sacks there to force the pace. So, this time around things will move even faster. And by the way, Elon has always said this was inevitable. He was saying that back in 2023 before he even threw his support behind President Trump. He’s never hidden the fact that he believes nothing can stop AI’s rise. JOEL: But as we alluded to... there’s a big twist to this story. Because we’re convinced a lot of the stocks that are likely to win big from DOGE PHASE II are going to be SMALL. And to repeat the point I made earlier... this is way
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