Jason Moser

Facebook, Meta, whatever they decide to call themselves, yeah, it's still an advertising play.

That's not a bad thing.

They do that very well.

But trying to figure out that next iteration, that next sort of paradigm, turns out that's a little bit more difficult than perhaps we thought.

Thank you.

I think that longer-term, the electric vehicle is the unstoppable force.

I think like with most things, with most tech advancements and tech waves, there's a lot of hype and a lot of expectation in that things will happen a lot more quickly.

History just shows that they tend to develop and evolve a little bit more slowly than we had hoped.

For example, we're seeing folks now all of a sudden saying, well, maybe I don't want a gas vehicle.

Maybe I want a hybrid.

a plug-in hybrid or just a regular hybrid.

They start making that shift away from what we've done traditionally through the years.

I think that when you're looking at it through the right timelines, I think electric vehicles are absolutely an unstoppable force.

I guess if you're looking at stocks in the space, Tesla is the obvious name.

Given Elon Musk's resources and ability just to continue

allocating and accumulating resources, it's hard to bet against them.

I know it's mercurial and gets people worked up, but it sure feels like Tesla is going to be an important company in our economy for many years to come.

Yes.

Yeah.

I think renewables are the way of the future.