Lou Whiteman

Gemini has been a completely different story, and Alphabet is firing on all cylinders right now.

Yeah, me and Lou agree with the silver medal, and that's Jensen Huang for me as well, and for all the reasons that Lou said.

He does have a very good ability to see where things are going in the world.

I'd say he does a really good job of communicating that to his shareholders and his team as well.

Definitely, he has to make the podium as the world's most valuable company.

I would give the bronze to Mark Zuckerberg.

I know that some people will push back on that.

specifically because of the fact that it seems like he's a one-hit wonder with Facebook.

But I'm going to push back on that a little bit.

Exactly.

And I think that he has taken some big swings where he's lost some credibility as far as from the investor community.

But I'm going to push back and say, I think that Ray Bans and what they're doing in augmented reality, I don't think that it's the final chapter.

I think we're in the early chapters of that book.

And exactly how that plays out for Meta will be very interesting to watch.

And I think that it's really interesting how he has led that initiative forward.

Well, maybe I should start with who I left off the podium completely because I left them off for the same reason.

I left off Chipotle and Starbucks.

I think that both of these companies are facing some pricing issues that its customers are pushing back.

And when you kind of get into that dilemma, then your margins start taking a hit.

And we're already seeing that play out with Chipotle.