How Global Security, AI, and Geopolitics Are Reshaping The Investment Landscape

0:00Most people, when they see uncertainty, they react to the headline.

0:03Real insight comes from experience, especially from people who have to make decisions when the stakes are high and the information is incomplete.

0:10In the summer of 2006, I got a call, and the British were uncovering a plot to blow up between 10 and 12 airliners that would have been comparable to a 9-11 in magnitude.

0:22Michael Chertoff served as the United States Secretary of Homeland Security during a period when the country was rethinking how to approach risk, security, and being prepared in a post-9-11 world.

0:31The domains of conflict have expanded.

0:34We see it now with the Streets of Hornwood.

0:36You've got what happened down to Venezuela.

0:38You've got everything with Iran.

0:39There's the China question.

0:40There's the Russia question.

0:42Any commercial enterprise assisting the Israelis or the United States government will also now be targets.

0:48They listed out Hewlett-Packard, Cisco, Google.

0:50Chad Sweet served as chief of staff.

0:52Helping translate decisions into action.

0:54Risk equals threat times vulnerability times consequence.

0:58A lot of people spend a ton of time on threats that don't have high consequence.