Jason Calacanis

The reason why Y has outsold everything else is because the Model Y is priced better and it's superior on every operational dimension of comparison.

That's also true for the cars in China.

So I think it's the opposite.

I think that brands and the pricing power brands, other than maybe premium luxury goods, but even that's eroding.

Like look at the stock, like, I don't know, Nick, show the stock chart of...

LVMH, or Ferrari, this is not a commentary on the quality of the actual product.

But what this shows an erosion of pricing power, all of these things are being eroded away.

And to your point, maybe the right word is abundance, like the brands that bring abundance, that bring more to the table than their competitors, and they are able to bring more at the same unit cost or less.

captures share.

That's probably true.

You're onto something huge because what you're saying is I can confirm this to you.

89, we sell enterprise software, I'll tell you three conversations with huge enterprises asked exactly what you just said.

And we jokingly called it strangulation as a service, which is they all say the same thing what you just said, okay, look, get all this complicated UI out of the way, get all of these products out of the way, find a way to create a shim where I can just write what I need, tell it what I needed to do.

It deals with all this complexity in the background, I never want to see these things ever again.

And that's what people want, to your point.

They want to be able to like say, okay, pay this with my Venmo or use my Amex in this situation or get me that flight in some way and have all these wonderfully smart agents do all the work behind the scenes.

Partnership.

No mids.

It literally is chaos.

Head on pillow, yeah.