Friedberg

What if they had a tab that said book your travel here?

They have a real ad business at Uber.

They have a real ad business at Uber.

What about the brand value, Zach? Because you know those people are going to another app to book their flight in their hotel. What if that other app was called Uber Travel? There might be some value in that.

What about the brand value, Zach? Because you know those people are going to another app to book their flight in their hotel. What if that other app was called Uber Travel? There might be some value in that.

I think that would be the rationale where I could see the Expedia brand. Yeah.

I think that would be the rationale where I could see the Expedia brand. Yeah.

Yeah, exactly. I mean, well, you could quantify because Expedia is spending on it every year right now.

Yeah, exactly. I mean, well, you could quantify because Expedia is spending on it every year right now.

Yeah, I don't know the nature of the deals. I did, I think, talk about this a year ago. It was also like my prediction for the year was to buy the uranium stocks predicated on what I think is a really important point. which is as GDP per capita grows, energy consumption per capita grows.

Yeah, I don't know the nature of the deals. I did, I think, talk about this a year ago. It was also like my prediction for the year was to buy the uranium stocks predicated on what I think is a really important point. which is as GDP per capita grows, energy consumption per capita grows.

And if you looked at the projections of GDP per capita in industrialized nations, there was no way, there is no way to meet the energy demand. And this was even pre all this crazy AI build out, which is probably part of the GDP growth. But there is no way to meet the energy demand without nuclear. There is not enough

And if you looked at the projections of GDP per capita in industrialized nations, there was no way, there is no way to meet the energy demand. And this was even pre all this crazy AI build out, which is probably part of the GDP growth. But there is no way to meet the energy demand without nuclear. There is not enough

solar geothermal or wind build-out potential that's happening, that the stopgap measure is going to have to be, and probably the right long-term solution, is to have a significant amount of baseload come from nuclear. And so what's the fastest way to do that nuclear build-out? Well, in China, they have the regulatory authority and the mandate stated.

solar geothermal or wind build-out potential that's happening, that the stopgap measure is going to have to be, and probably the right long-term solution, is to have a significant amount of baseload come from nuclear. And so what's the fastest way to do that nuclear build-out? Well, in China, they have the regulatory authority and the mandate stated.

They're going to build 300 gigawatts with 300 facilities or whatever the number is. And that's what they're doing. Very large facilities that make a gigawatt of power each.

They're going to build 300 gigawatts with 300 facilities or whatever the number is. And that's what they're doing. Very large facilities that make a gigawatt of power each.

In the US, it seems that because of the regulatory structure here and the way that utilities are regulated and the way that the states have authority on the environmental laws and all the other things, that it might be the fastest path to solving this energy gap problem is SMRs. And these things produce tens of megawatts. So again, a gigawatt is a thousand megawatts.

In the US, it seems that because of the regulatory structure here and the way that utilities are regulated and the way that the states have authority on the environmental laws and all the other things, that it might be the fastest path to solving this energy gap problem is SMRs. And these things produce tens of megawatts. So again, a gigawatt is a thousand megawatts.

And we need to kind of probably grow our energy production in the United States by several terawatts over the next decade or two. So this SMR may be the fastest path. Now that could change, meaning we could end up seeing much larger facilities get built out if there's regulatory change in the US and there's more availability.