Jon Quast
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Podcast Appearances
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?
But yeah, I think it is more of a nothing burger.
I mean, Tesla is interested in the monthly subscriptions.
And you do look at Elon Musk's new pay package.
There is incentives tied in there to how many subscriptions that they have.
I don't know, maybe this is a way that it boosts monthly subscriptions and helps them reach that milestone, maybe not.
I guess that's up for debate.
But certainly, yeah, I get Lou's point and it's well taken.