The AI supercycle is driving massive demand for subsea cables, critical minerals, and energy, and the ocean is the primary resource for all of them.

1:19industry and in [music] defense too. E AI super cycle is increasing demand for subc cables. It's increasing demand for critical minerals. It's increasing demand for energy. These are all things which the ocean is a primary [music] resource for. There's going to be robots that operate in and manage every domain 10 [music] to 15 years from now. You see it already happening on land with self-driving cars and in the [music] air

1:43with delivery drones and things like that. We're the ones building the robots for the ocean. >> We're already [music] pretty much supply limited instead of demand limited, which is a good problem to have. The demand hasn't been constrained to one domain like defense or commercial crowd. Both sides honestly, people can't [music] seem to get enough. There are so many people chomping at the bit to have vehicles [music] that are reliable come

2:05in at a cost that's low enough that they can get them at a meaningful scale and capable enough to [music] actually do the things that matter in the ocean. All >> right. So this tenuous ceasefire in the Middle East negotiations have largely centered on that crucial shipping point, the straight of Hormuz. Today was an exercise in messaging whiplash about whether or not the straight was actually open. Is there any way to be sure those