Jon Quast

I'm sure it would be looking for a much higher valuation than that.

But for me, what makes this company so interesting is its founder, Palmer Luckey.

He reminds me of Elon Musk in a way.

And I know that Musk can be a polarizing person.

And I want to be conscious that not all of the listeners out there might think that that's a good thing.

But the one thing about Elon Musk is he's really driven by this mission.

It's not just selling a car or launching a rocket.

It doesn't seem to me.

He seems to be really driven by this almost life and death.

We need to save the planet.

We need to save the species kind of a mindset.

And what this does is it gives Elon Musk this incredible clarity and this urgency to what he's doing.

And he really kind of wills what he wants into existence.

In the same way, Palmer Lucky with Unduril, he really seems to be on this mission to to

make a better defense business, one that is driven by better technology, one that's driven by a better roadmap, one that's driven by autonomy, really looking at the world for what it is, not what we would like it to be.

I think it's really interesting.

I think he can be one of these players that just really exerts all of his dedication to making this happen.

Now, I get it for Paramount.

It's homecoming in the streaming service space, and Paramount's running out of dance partners.

There's consolidation happening, and Paramount doesn't want to be the smallest player, so I get why it wants Warner Brothers.