Josh Kale

any service provider, like Verizon, Sprint, AT&T, Sprint's dead, AT&T, like any other service provider in any other country across the world, all kind of just get gobbled up by Starlink and then therefore SpaceX.

And so like part of this, like you got to make sure that you place your bets right according to have like effective exposure to the future

comes with not buying companies that are going to get gobbled up.

And so I kind of expect there to be kind of a graveyard of companies because some of these companies are going to get one, two, three, maybe four Thanos gauntlet jewels of capitalism and they just displace companies

The long tail of companies in this world.

That's my intuition.

I want to just kind of quickly go through a lightning round of companies that maybe get some honorable mentions.

What about Amazon?

Is Amazon in this race?

Yeah, that was a 2021, 2022 pivot, right?

Yeah.

You don't really want to engage with that AI.

You accidentally trigger it and you're like, yeah, go away.

Go away.

I don't want you.

Ouch, ouch.

Maybe one way to articulate, I think, what you just said is when the world decided that it got too deep in the internet and it wanted to pivot from bits back into atoms...

Meta went even further into the internet and that was the incorrect trend for Meta's strategy.

And when you get into the- They're not doing anything new.

They're great.