On defense and china

The speaker acknowledges the importance of defense for the country due to the presence of 'bad guys' in the world who must be deterred. The speaker criticizes the lack of innovation and accountability in the US defense primes, referring to it as 'innovation theater'. They highlight the shift of top talent away from defense primes in the last 20 years due to culture rejection. The speaker expresses deep concerns about China, particularly under Xi Jinping's leadership, labeling him 'mentally ill' and urging against tech investments in China. The speaker emphasizes the need for the US to strengthen its defense capabilities, especially after Google's withdrawal from defense projects, to maintain peace and avoid conflict with China. They also mention investments in defense technology companies to address these concerns.