Jon Quast

So I'd say that Epic Games is pretty attractive from Disney's perspective.

It's not really all that strong of a player, Disney, in the gaming department.

And that's kind of interesting as a huge entertainment business.

So I think it could grow that.

Epic Games could help.

Well, the good thing about gaming is it can go both ways.

You can monetize what you already have in gaming, but you can also take some gaming assets and turn them into other things.

So it just makes too much sense.

In hindsight, Microsoft probably should have just acquired OpenAI from the get-go.

I think it's far too late for that.

I could see discourse making a little bit of sense, although it doesn't feel like a Microsoft asset to me.

Then again, LinkedIn didn't really feel like a Microsoft asset to me, still really doesn't in my mind.

Exactly.

There are times when companies will acquire and just let them be.

I think that this could be a situation where Microsoft could acquire Discord and let it be.

I don't think it's going to happen.

I do think we're going to see Discord IPO in 2026.

I will love to take a look under the hood when it does, but that's my guess here.

In my view, Berkshire loves to bet on America, real down-home, everyday America.

Among publicly traded companies, I think that Berkshire might be interested in Cisco.