Jon Quast

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.

And

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.

Well, I think it's a little bit strong to put it that way, Travis, that Google gets AI better than the other players.

What I do think that Google has that is extremely valid here is that it can execute at a higher level because of how many billions of people are already deeply embedded into the Alphabet slash Google ecosystem.

That's incredible distribution and scale.

If you're looking to do personalized AI, and I think that a lot of these players do want to do this, but Google can execute better because it does have more personalized information about you.