Lou Whiteman

I'm not going to short it based on this, as Emily said, we're still a long way away.

But I am curious of a world where people have options if they want to bet on Elon, how much of that, like 100% of that going to Tesla versus just some percentage of that, what that would do to Tesla shares?

That's the thing.

Meta has built the perfect cash printing machine.

Until that goes wrong, people are just going to go with it.

With Zuck, you know what you're getting.

The nice thing about the Metaverse is, Zuck told you who he was there.

I make a lot of money and I'm going to make big bets with it.

I think, to some extent, Zuck's shareholder base

isn't scared of CapEx.

They've proven that through the years.

As far as what's going on here, Emily's Mr. Market, I think it's moved from this used to be just adrenaline to almost a Fear Factor contestant, where there is a mix of adrenaline and fear.

And they don't know what to think about AI.

So at one point, I think the reason Microsoft is down is that 45% of their remaining performance obligations on the commercial side is tied to open AI.

And we're getting nervous about open AI.

I mean, that's kind of what you want.

Again, we're scared of open AI, but yet Amazon jumping in with open AI causes Amazon to go up.

I think in general, we're at this point where we are still excited about the potential of AI, but we're getting nervous about all the spending.

Collectively as a market, we are of many different minds.

There's just this anxious fear, but I don't want to miss out.