Josh Kale

And I kind of want to run this thesis that I've been building with you.

Are you ready?

That sounds great.

Yes, okay.

You have helped me create basically all of this.

And so I have digested it, and I've got this model, and I want to give it back to you.

I am calling this, this is just a name that I just thought up like 30 seconds ago, the infinity gauntlet of capitalism.

Okay.

That's got a good name.

It sounds like a movie title.

Yeah, do you like it?

Okay.

So the idea here is that we are on the cusp of there being some of like the last companies that will ever exist.

And what I mean by that is that there are some companies out there, we're going to talk about them.

I want to talk about them with you.

that they are just racing towards this outcome where they just become like so incredibly entrenched in the world.

They like stitch themselves into the very foundations of society in a way that's just like so hard to get uprooted or displaced.

You know, like one example,

I want to talk to you about is Google.

You can't do anything on the internet without Google like pocketing a few pennies here and there.