Lonis Hamaili (Cambrian, $70M AI fund) drops a wild prediction: governments will become the biggest AI token buyers by 2027. His thesis? A US-China cybersecurity arms race is inevitable.
The logic: governments will panic-buy AI defense infrastructure after major hacks hit banks and critical systems. He's talking $500B budgets just to avoid getting owned by China—because getting hacked would be political suicide for whoever's in charge.
The trigger? He expects high-profile breaches to force governments into "we can't afford to fall behind" mode. Once that happens, the spending floodgates open.
Basically: nation-state AI defense becomes the new nuclear deterrence, and tokens become the rails for that infrastructure. Whether you buy the timeline or not, the underlying threat model (AI-powered cyberwarfare escalation) is already playing out in real time.
The logic: governments will panic-buy AI defense infrastructure after major hacks hit banks and critical systems. He's talking $500B budgets just to avoid getting owned by China—because getting hacked would be political suicide for whoever's in charge.
The trigger? He expects high-profile breaches to force governments into "we can't afford to fall behind" mode. Once that happens, the spending floodgates open.
Basically: nation-state AI defense becomes the new nuclear deterrence, and tokens become the rails for that infrastructure. Whether you buy the timeline or not, the underlying threat model (AI-powered cyberwarfare escalation) is already playing out in real time.