Jon Quast

I don't know where it's going to come up with all the cash either, maybe some debt in that mix, maybe some equity.

I'm not sure where that all comes from, but it's the one that can get the deal done for sure, and it's going to be able to do it a lot faster.

I think that's what it's trying to do by potentially switching that bid to all cash, get the deal done as quickly as possible before too many people ask questions or a dark horse comes in with a competing bid.

I think that that was the exact word I was going to use, is flexible.

You're just so much more flexible when you don't have a high debt burden and when you are generating a lot of cash.

You have a lot of options on the table.

You boost that debt up.

You take the options off the table a little bit.

And I'm not saying that it can't be a market-beating stock, but your attention really becomes more divided on maintaining and running the business rather than how are we going to invest into growing the business for the next big thing.

It's so crazy to even imagine that we're underestimating YouTube right now because of how big it is and how popular it is, but I think that that's the case.

I think that's the case with a lot of Google things.

We'll probably talk about this later in the show.

It has such a massive scale and reach and distribution that there are a lot of options at Alphabet's disposal.

And I think that the Sesame Street with YouTube is just another example of that.

I'd say it's probably lower to be a no-brainer.

I think it's probably a brainer here though.

If you take some time to look at it, assess the risks that we are talking about, it could probably turn out to be a good investment today.

Well, as Lou points out, who knows if this is the final offer either?

I mean, there are many, many changes to Tesla's pricing over the years.

So who knows if this is the final deal?