Kara Swisher

Right.

So when you look around, you're like, look, take these risks.

And as long as it's like, it's not a situation where it's not a real business, right?

And in this case, Starlink is a real business.

The Rocket business is a real business.

It's a much smaller business than the valuation by far, especially when you...

zero it against a Facebook.

It's worth more than Facebook, and Facebook has to talk about a real, real business.

That's a significant and ongoing business.

Scott feels like there's a real moat that they have.

I never think there's any moats ever, especially when you look at Tesla, how quickly.

A couple of years ago, I was like, Tesla's going to get killed by China and competitors.

And everyone's like, no, Tesla's the winner.

I'm like, there's no way they're keeping a 70% market share.

It's not happening.

And of course, it's gone down and down and he lost interest in it.

And instead of putting out really innovative cars, he put out the Cybertruck, right?

And so once I saw the Cybertruck, I'm like, this thing is watch out below.

But his particular, as you said, he has a lot of misses, but he has a lot of wins.

And so you kind of have to go with him in that regard, in this particular thing.