Dylan Patel

Plus the capital.

I think Meta is so close to being the only company that can do that.

But there's a lot of risks there too, right?

So I like Meta a lot, no.

It was pretty bearish, Google, like two years ago, but I'm like super bullish, Google.

Why would it change?

They're waking up on every front.

They're taking the TPUs.

They're selling them externally.

They're taking their models, and they're actually competitive on them, and they're training much better and better and better.

They're being aggressive on infrastructure investments.

There's still a lot of dysfunction throughout the company, but they do have the hardware business that they can pivot into this.

They won't be as ahead as Meta is.

They won't be as good as Apple is, but they do have Android.

They do have YouTube.

They do have all these IPs they've searched that can come together when we turn to that next interface of consumer, while also they can also dominate the professional sense too, potentially.

Whereas Meta, I don't think can dominate that professional sense, only the consumer sense.

And I think Google is well-positioned to go capture both markets or a meaningful share of both.

I think the question of everyone that I constantly get asked is like, okay, Dylan, you're lucky.

Your obsession is that you love hardware and you followed it and you followed the supply chain and you built this business on it, but you don't follow the software side nearly as much and all the value is going to get created there.