Brad Gerstner

Okay, go back to model.

If you look at their track record, and I think this is why we had a change there is, they have not done anything innovative.

And in fact, the things they were doing that were innovating in AI or self-driving cars, they shut down.

They won't take any swing through the bat.

So they are getting penalized in their valuation.

They're not getting penalized.

They're just not getting a premium.

They're not getting penalized.

I think they're getting penalized.

By every metric they're trading at incredible valuations.

Just look at them.

Oh, no.

I mean, if you compare the two valuations, I think they're being penalized.

Anyway, anybody else want to get in on this before we move on to the next one?

Yeah.

There is no world in which Google and Meta and Apple and Amazon could be viewed as being penalized in valuation.

There is very clearly a world where Elon gets a massive premium because he's innovating.

It's not the same thing.

It's not the same thing.

Listen, I think we're debating semantics here.