Anthony Pompliano

And regardless of your viewpoint of Chamath,

He's a great guy.

I don't know him, so you can speak for him.

He's always been nice to me.

Good.

And then you should say that, as I defend you when everyone says anything about you, and hopefully you do the same thing for me.

Yeah, Jory spends half his week on Twitter having to defend me.

No, no, no.

But people are starting to talk more about terminal value and moats.

And rather than get into the, is this software going out of business today?

None of these softwares, Bloomberg's not going out of business today, but that's not the way that these companies should be valued.

They should be valued.

Like I said, with the VHS in three years, will people still be using them?

Okay.

Yes.

But will they be buying more?

VHS videos or will they have a DVD player as well and this won't grow?

If you're gonna be priced as a growth asset in a world that used to have growth like this, the world has changed and so I will emphasize it again because I care about the people trying to manage their money right now.

I do not think there will be a recession.

I think you're gonna have a better buying opportunity for things.