Friedberg

We could look back one day and be like, why did we run all this copper wire everywhere? We don't need it.

Especially if it can be like crazy that we were like ever. I mean, the whole nutty thing about this past week, it's like we could look back one day and be like, why did we ever drive cars? And why do we ever have copper wire laid all over the earth to like move internet signals around? You know, this, this efficiency game that's going to be realized over the next decade is just incredible.

Especially if it can be like crazy that we were like ever. I mean, the whole nutty thing about this past week, it's like we could look back one day and be like, why did we ever drive cars? And why do we ever have copper wire laid all over the earth to like move internet signals around? You know, this, this efficiency game that's going to be realized over the next decade is just incredible.

Just incredible.

Just incredible.

Guys, I have big news. I just bought my first Tesla.

Guys, I have big news. I just bought my first Tesla.

Did you go with a Plaid Model S? Model S Plaid, yeah. I test drove it for two weeks and sold itself.

Did you go with a Plaid Model S? Model S Plaid, yeah. I test drove it for two weeks and sold itself.

I use FSD, and it was, like, really impressive. Super impressive. I've tried Tesla a couple times over the years, and it never really worked for me. The quality just didn't feel like, given what I had before, the car-wise. You were an Audi guy, right? Audi guy, yeah. Always loved Audis. Audi guys are neat guys.

I use FSD, and it was, like, really impressive. Super impressive. I've tried Tesla a couple times over the years, and it never really worked for me. The quality just didn't feel like, given what I had before, the car-wise. You were an Audi guy, right? Audi guy, yeah. Always loved Audis. Audi guys are neat guys.

Anyway, it's a big milestone. I thought the FSD was the selling. And then the speed on the Plaid is just insane. It's better than my RS7. It's incredible.

Anyway, it's a big milestone. I thought the FSD was the selling. And then the speed on the Plaid is just insane. It's better than my RS7. It's incredible.

It's my favorite. I love it.

It's my favorite. I love it.

It was awesome. Awesome.

It was awesome. Awesome.

So I think that Dara knows Expedia better than anyone. He ran the business for, what, a decade or so?

So I think that Dara knows Expedia better than anyone. He ran the business for, what, a decade or so?

And so he knows how that business operates. And so if he's looking at this thing and the stock price has been flat roughly since he left in 2017, if you look at the underlying financial performance, you could kind of start to construct a rationale for buying Expedia this cheap. And it would be very accretive to Uber, even if there are these big strategic risks on the horizon.