Jon Quast

So many airlines have bad economics.

It doesn't mean that there's

all bad airline stocks, right?

You can have a good investment in the airline industry, but by and large, the industry is plagued by very tough economics.

I think that we're still there for autonomous taxis.

And so one of these does need to improve for it to be a good investment for people out there.

One of the companies I really find interesting in this space is Mobileye, ticker symbol M-B-L-Y.

The reason I think it's so interesting is because it has all of this add-on hardware and software when it comes to mapping, and it's collecting just so much data.

When it comes to what we're talking about here, rapidly scaling, I think data is important.

I think it's valuable.

And so this isn't the most headline grabbing company out there.

It's not a no brainer.

I'm not saying it's a no brainer, but I find Mobileye very interesting for a variety of possible futures here.

I think the third-party aggregators are here to stay.

So your Ubers, your DoorDashes, your Instacarts, I think they're here to stay.

There is a possible future in which the new technology comes online and disrupts them.

I concede that point, but I do believe that they're here to stay.

I'll use Airbnb as an example here.

If you own a short-term vacation rental, you can go direct to the consumer.

You can have your own website.