David Friedberg
speaker
8,052 appearances
60 recordings
4 series
first heard Apr 2024
last heard 21 Aug
David Friedberg’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 32 in all, peaking in Jan 2026 with 6.
Appearances
And it's going to expand the work productivity of that organization, not just create new features, which is what we focus on when we talk about software companies, but really imagine a complex business being able to do 10 times the output it can do today with the same capital equipment and the same labor force.
Yeah, it's hard to say, man.
I mean, we don't know, right?
And that's why all the discount rates are going through the roof.
And that's why the valuations are collapsing because we just don't know what multiple or what discount rate you apply or what terminal growth rate or which effectively implies.
I don't think Disneyland is going anywhere.
You know, I think there's some stuff that you could say is the counter AI portfolio and the counter AI portfolio.
I think it's like physical experiences.
Okay, that's a great, yeah, I'm not a big investor trader like you guys, but that makes a lot of sense.
I mean, I think that's like intuitively to me, that seems to be an area where people are going to be spending a lot of time and they're going to have durability in those businesses.
I think businesses like NatGas production, you know, I just bought LNG, that Chenier company.
Chenier, yeah.
Given all the craziness in the Middle East.
And you know, I visited there with Doug Burgum.
So it was the first time I'd ever been exposed to this business and I checked it out.
Really well run business.
So I think that's got durability.
Obviously, unless it gets blown up by some enemy, that would be a problem.
So the Adams thesis that TK shared.
Yeah, Adams, real life, mining is a great one.
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