Lou Whiteman
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Appearances Over Time
Podcast Appearances
Are we creating an offset for some gains or something like that?
But I have real questions about what you can do with this portfolio to really, really get
investors interested again to make it less business as usual.
As I said, they do have almost half a trillion dollars in cash to play with.
Maybe this is a sign that business as usual, the steady as she goes, maybe that's not the plan here.
I doubt it's going to be dramatic.
I don't think they're going to be doing triple-day options in tech stocks or anything like that.
I don't think that.
But maybe this Fortress Berkshire that we're so used to, that's just plotting along, maybe Greg Abel was picked because he didn't want to do that.
Who knows?
Charles, I'm so confused by this, because it was last year I was watching actress Bella Ramsey in an Apple TV ad, and she was at a party, and she couldn't remember who it was that was coming up to her, and her phone quickly, in a chatbot form, just gave her information about who she was talking to and all of that.
So, what?
That wasn't real?
Apparently, it wasn't.
So, look, I say that, I'm not a tech expert here, but, you know, I think
What we're hearing that Siri is going to become is exactly what every Apple ad and everybody else has been saying consumer AI would look like for years.
I think the lesson here is to say, let's see when they actually get here, how it works.
This stuff really looks good on TV ads involving celebrities.
It's a lot harder in real-time.
Travis, right now, I can conversationally ask questions about Pixel Buds and sometimes I get good answer and sometimes I don't with that same Gemini technology.