Jack Mallers
speaker
1,138 appearances
1 recordings
1 series
first heard Jul 2026
last heard 30 Jul
Jack Mallers’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.
Appearances
You know, when you see Google go from producing ungodly amounts of cash and taking that cash and plowing it into the equity, like that's what gets you these crazy premiums is because the largest purchaser of the stock is the person printing billions of dollars where their costs are relatively fixed and they're able to still grow.
Now, all of a sudden, Google's riddled with debt.
And they're like issuing ATM equity.
They're like diluting the equity to finance this stuff.
So that's not over exuberance of equity based on the future.
That's like, wait, that's more like 2008.
real estate market of, so I assume that was the Luke conversation.
Yeah, I mean, I agree with all of that.
And it's also, you know, again, the problem is if you're too big, get smaller, sure.
But after you've borrowed so much, get smaller is not an option.
You have to produce the productivity necessary to pay that back.
I mean, you want to take an example.
What about the $40 trillion of debt the United States is in?
Well, should the United States just get smaller?
That's not an option.
They have to find the growth necessary to pay that back.
And it will be some combination of hopefully productivity through...
innovation in America combined with debasement of the debt.
Now, how is that?
Is that split 50-50 or is it split 199?
Showing 741–760 of 1,138 · page 38 of 57
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