Lou Whiteman

And maybe with the notable exception, if you're an investor, you should mostly ignore these.

That day when Steve Jobs stood up on stage and said, we invented the iPhone.

Yes.

that day you probably as an investor should have listened.

But for the most part, investing off of these events and taking this as gospel is a bad idea.

It doesn't make it mean it's not worth talking about.

It does show where they're going, but we shouldn't take any of these product demos or announcement too seriously.

If announcements were products

We'd all be at parties with Bella Ramsey right now, knowing who we're at the party with because of Siri, right?

I mean, that commercial, I don't think that has aged well in all relative reality.

They're not the only one.

But if anything, you know, I don't know.

So my takeaway here is I think what you said is right.

Of all the AI companies we talked about, Alphabet is the one with the most ways to win.

And truth be told, we don't know what AI will look like in five years.

We don't know whose next model is the best model.

We don't know how much consumers or enterprises they're going to be using AI.

We don't know to what extent or how.

So the one with the most, I guess, irons in the fire and the most ways to win is probably the one that should be the most attractive to us.

And I think Google, if nothing else,