David Friedberg

What I think matters is are their ads more effective?

Is their ad network more effective?

And I think based on what they know on you from your chat searches and your discussions and what they analyze in your email,

just analyzing your Gmail and your surfing behavior and Chrome, if they get to keep it, your Android phone, if you use it, your YouTube list and what you, how, when you drop off all in and when you start listening to another podcast, whatever it is, all that data, all that data is going to lead to an ad network that performs so much better that even if they lose search share, their ad network is going to continue to grow.

And I think it will increase in velocity.

So those are my top two.

Freeberg, I'm curious from your position,

Which one do you think is number one and number two?

I saved you for last because you know what we do here?

We save the best for last for you, Bart.

Go ahead.

So just to be clear, NVIDIA 1, Google 2 or NVIDIA Tesla?

Well, aside from the valuations, let's take valuations out of it.

The game here is who wins.

The AI prize five years from now.

Valuation irrelevant.

Who wins the AI prize?

One, you're saying Google.

Two, you're saying Tesla.

Yeah, and whatever they learn there could apply to Gmail, could apply to search, could apply to ads, could apply to YouTube algorithm, right?