Josh Brown
π€ SpeakerAppearances Over Time
Podcast Appearances
Right.
So Matt, I'm going to punt on that just in the interest of time.
What's this next thing that you put in here?
I got excited.
That sort of stuff is a little bit lost on me because, yeah, the machines aren't perfect and sort of whatever.
It's getting exponentially better and we feel it.
I know you're using it every day and you feel it getting better.
It's not perfect, obviously, but sort of so what?
All right, go to this chart because this is incredible.
What about 913?
No, that's wild.
It's unbelievable.
Unbelievable.
All right, so Kai Wu, who was on TCAF a couple of weeks ago, Kai, I think, is the only person, him and Sembliss are the only two people right now that when they publish something, I just Insta stop what I'm doing, if I can, and read it.
So he was writing about the disruption in software and AI
and how to think about the range of probabilities and outcomes.
So I want to take a few of his charts.
Let's go to exhibit three.
So he is showing the forward price to earnings ratio for various companies, as well as their max drawdown.
And you know the names, like we all understand very well what's going on here.