Lou Whiteman

FOMO hasn't gone away, but the realities of the challenges are creeping in.

I think it's just chaos.

Quarter to quarter, I just think it's getting harder and harder to read anything definitive out of this.

It's just we don't know what we want from these companies right now, like Emily was saying.

It's possible that he will go down as the greatest one-hit wonder in the world.

Zuckerberg came up with something amazing.

Right.

Yeah.

But look, the other side, as far as the comparison, remember that free cash flow year-over-year is up 570% over the last decade.

So, there's arguably more money to spend, the comparisons to Meta.

But look, if nothing else, again, this is what

you get with Meta.

We didn't have time to talk about it, but Apple, great quarter, but it was just blah, they're doing the same thing, we don't know from here.

The stock is basically flat afterwards.

Compare that to Meta.

If nothing else, I think shareholders know what they're getting into here with Meta.

Look, we make a lot of money, we're going to make big bets.

If you want to take this joyride, come along.

I think Zuck has the shareholder base that he needs.

you know, it's an adventure.