Bill Maris

So who's the buyer for that?

So who's the buyer for that?

Is it retail?

Is it retail?

You've got to make a business case in the public market

You've got to make a business case in the public market

that can show that this business is worth the discounted value of its future cash flows.

that can show that this business is worth the discounted value of its future cash flows.

And so whether it's SpaceX or Anthropic or so forth, can that case be made?

And so whether it's SpaceX or Anthropic or so forth, can that case be made?

We'll see six months after or so.

We'll see six months after or so.

I know they're playing with the lockups to kind of drag that out, but we'll see what the public market thinks of that.

I know they're playing with the lockups to kind of drag that out, but we'll see what the public market thinks of that.

So I'm going to make an analogy to the gaming industry.

So I'm going to make an analogy to the gaming industry.

We all get asked and we all think about, well, what does the future look like when AI is everywhere?

We all get asked and we all think about, well, what does the future look like when AI is everywhere?

And there's Doomers on one side and Utopians on the other.

And there's Doomers on one side and Utopians on the other.