Jon Quast

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.

This is not the CISKO, this is the SYSKO, ticker symbol SYY.

This is a food trucking delivery business.

You know, you look at Berkshire, it already owns Pilot Flying J truck stops, maybe some tie in there.

I think another interesting player would be United Rentals.

This is the largest equipment rental company in the country.

A lot of infrastructure work happening.

One of the rare bipartisan agreements that we need to invest in infrastructure.

And so United Rentals, I think, has a long tailwind.

And I think that Berkshire could be interested in something like that.

As we said, it's all hypothetical, but I love the idea of Spotify potentially acquiring Paramount.

It would take Spotify in a very new direction.

It would cost a lot of money.