Dan Ives

They're going with Google.

They're going to go down and bet heavily on them.

I think, I mean, it's a table pounder buy because the reason that stock's off is because Zuck right now, wartime CEO, focused on increasing CapEx.

over the next year in this arms race, and you're seeing obviously pressure in terms of earnings and cash flow, but that's what you want to see them do.

You were talking about monetizing the AI revolution over the coming years, 3 billion users that they basically have when it comes to their consumer ecosystem, and that's the smart move.

I think right now, investors, it's very easy knee jerk with the burry, the AI bubble, all the worries.

The reality is that there's two more years at least left in this tech bull market.

You're in year three of an eight to 10 year build.

That is truly a fourth industrial revolution.

I think Meta is going to be proven that this is the right move, what they're doing.

Yeah, it's a great question.

But today it's enterprise.

I mean, the reality is the consumer AI revolution hasn't started.

Chat GPT and we see that.

But it's all enterprise.

I mean, the spending we're talking about called next two or three trillion is just enterprise.

When it talks about consumer, it's autonomous.

humanoid robotics it's the future of the consumer i don't want a goddamn robot to make my cranberry sauce listen you're that's what's happening again and i continue to make the call keen will be in a robo taxi yeah in new york city the other day into that i thought it was ed ludlow and again you never know it could be ludlow

It's all about the future.

I believe autonomous and ultimately optimist will be the most important chapter ever in Tesla's growth story.