Lou Whiteman

So, yeah.

man.

You want me to say Disney, I may say Disney.

Well, the bold case is, we talked about it, Disney had some issues before with some of what they did.

If nothing else, you're bringing your biggest competitor

drama too, so you're bringing them down to your level.

Also, yeah, I do think that Disney, maybe all of that issues will one day look like a first-mover advantage.

But I still think Netflix is a big winner here because again, I go back to this, maybe I'm too optimistic, but you give the smartest people in the room more good assets and as an investor, I'll take my chances with that.

Or change it to AI platforms?

I don't know.

Yeah.

Look, guys, I don't know what to think.

I can't figure out if I am going to praise Zakir or bury him.

Because look, in one sense, this is a growth stock that makes a lot of money.

You want these CEOs to be making big bets.

Meta has a money printing machine in its advertising business.

I don't necessarily want to just pay a dividend there.

You want that cash to be invested in the business for big ideas.

On the other hand, you judge your CEO on making good choices with what to do with that money.

It just isn't a matter of throwing money at the wall.