Jon Quast

But the push is towards autonomy.

It is towards abundance.

It makes sense to go all in here.

Yeah, I would push the timeline a little bit beyond two years, for sure, for partly the reason that Matt just mentioned.

But on top of that, yes, looking at $20 billion in capital expenditures here in 2026, that's about double its previous all-time high.

It doesn't necessarily need to spend that much for the next several years.

Not to mention, it'll be interesting to see if some of these things start ramping up.

they will contribute to the cash flow in theory.

Now, I'm with Matt.

I don't think that we see fully realized versions of either of these things in the next two years.

That would be my take.

I would push it for maybe Optimus.

I think I'd push that personally closer to five.

But it does need it to pay off, though, for sure, because it is investing a lot of resources.

I don't think that we should necessarily look at how the stocks are performing this week or today and make broad statements about how investors feel.

Maybe the reaction was different last quarter than this quarter, but I think that what's going on in a more general sense is, investors are saying, hey, we're seeing all these capital expenditures.

Can we just pause a moment and just

Appreciate the fact that we're using numbers over $100 billion here annually.

That's insane that that's even coming out of my mouth.

But investors are looking at the capital expenditures and saying, what is the return on investment?