Dan Ives
π€ SpeakerAppearances Over Time
Podcast Appearances
I think that's why this is so important for shareholders when it comes to Musk.
Look, in my opinion, it's the numberβand obviously you could say bias.
I think, especially after the LSU governor's term, I think it's the number one coaching spot in all of college football above Florida.
To me, you know, Pat Craft, there's no better athletic director, I think, right now in the world than him.
And I think they're going to go for Elka at Texas A&M.
I think you go for Clark Lee at Vanderbilt, Manny Diaz, potentially Brahm and others.
Look, this is, it's obviously been a very, very, you know, disaster year, but it's our view.
We need the right person to ultimately take us to the next level.
As a total side note, guys like Sweeney, they're the ones that give out the full chocolate bar for Halloween.
So that, remember, that continues to be, you know, obviously someone that- That's a big spender.
Can't do minis.
I thought they were robust.
And I think to some extent when you factor China in, they actually beat expectations, especially when you look at the outlook.
I think there's a stock that's up today.
And I think it further validates what we obviously have been talking a lot with you and the team about, about the AI story now playing out into the next stage of growth.
This is bullish in my opinion.
I think it just shows there's one ship in the world fueling the AI revolutions, led by Godfather of AI, Jensen Evidence.
And you look what's happened on CapEx, it's just continuing to accelerate.
And then you factor in China, that could be 50 billion.
I mean, and Jen's talking about the 50% growth.