Jason Friedberg

How long will the Grok inferences be out there doing jobs?

And it does seem like, to Freiburg's point and the gentleman in the video, that there are other jobs to do, right?

So as these things move down the life cycle, there'll be something for them to do.

When would you actually unplug them, I guess, is the question, and stop using them?

And to your point, the fear, uncertainty, doubt, you can create if you're a Michael Burry, if you did the big short and you shorted the housing crisis correctly.

Now, that took two years for him to be correct.

So these things are painful to execute on in his defense.

I guess the other short we should take a look at is the Palantir one, because Palantir is, man, it's way out there.

Alex Karp has been doing some great interviews.

He's a national treasure, incredibly entertaining.

They obviously have a great business.

They're on a $3.5 billion run rate, according to their last quarter.

But the valuation is $480 billion.

This puts them at 137 times their sales.

It is extraordinary.

It's way out there.

Datadog and Snowflake,

Microsoft, you know, these are at 13 times their sales.

And I guess Cloudflare is out there at 37 and CrowdStrike at 30.

So this is truly an outlier, Friedberg.