Dan Ives

And I think that's something where when you look at Karp at Palantir and you look at Musk and you look at Jensen and others, they're able to see around corners that others can't.

And I just think that's the right play.

And it's something where Tesla is a great example where

those that called in auto company 10 years ago, right?

Like they just, they never understood the, they never believed in the vision.

I do believe part of it is like, you have to be an optimist, you have to be a technologist to understand where this is going.

And I think Musk has, this is the year for Tesla where it's all going to start to take shape.

And like I've said, in terms of autonomous, optimist, I mean, Tesla is going to be less about cars and much more what I view as a true AI name.

Yeah, but the less employees, we're going to be going through a massive innovation renaissance in this country that we haven't seen maybe going back to post-World War II.

know for something myself has traveled wherever three and a half million air miles the last 25 years like and being all around this country there's so many places throughout this country that like had 75 000 people living there now it's 15 000. the factory went to you know abroad they have education issues others now innovation centers come back to the us because of where

this is rooted from semis to hyperscalers, everything else.

So I'm not saying robotics doesn't take jobs on the edges, but I would argue the innovation that's going to happen is going to much more, you're going to have many more jobs created than taken away.

But also it goes back to when I covered tech late night, everyone's like Silicon Valley, it's done.

Like there's no jobs, like this is going to be the end.

Yet it created the biggest asset probably in the United States today.

you know, when you think where it is.

So it just, look, it's, I believe we are in the beginning of something that's even hard to wrap your arms around.

Data centers are going to be half the size of Central Park, where everything's ultimately heading.

And to be negative on tech after CES, Davos, earnings, CapEx,

I don't get, if you look, if you want to focus on three dudes trading CDS spreads for Oracle and become obsessed with it in their basement, that's cool.