Lou Whiteman

and lives getting better for it.

And again, the iPhone, the things we do on our phones here.

There's also a long, long history of companies putting out products because they think they're cool and not actually thinking, wow, consumers will like this.

I am still of the opinion that these glasses are more novelty than essential.

Why do I need a device?

To reiterate what is on my phone and to reiterate what is on my watch, and I'm already paying for a watch to reiterate what is on my phone.

I get that, oh, it would be neat if I just saw directions as I walk through town instead of having to look down at my phone every five minutes to see the directions go through town.

But we've got way more for that.

Right.

I don't see the killer app here, I guess is the way to put it.

And let's be clear, look at the success of the iPhone and you will understand why every other tech company would like to create the next iPhone, right?

That doesn't mean it's necessarily going to happen, but there's a real reason that they are trying to do it.

And if they succeed, there's a real reason investors can benefit.

But as an investor, again, I think it's worth waiting till you actually see some traction here, because I don't know if there's a void that needs to be filled at this second.

The chip thing is fascinating because we had the Cerberus IPO too.

And it does seem like it doesn't make sense that indefinitely, indefinitely everyone's a winner because we won't keep growing forever.

So Nvidia is a winner.

Google is a winner.

This new company is, I don't understand that, but I'm not a chip person.

I think probably truth is somewhere in the middle and there's market for all of these, but maybe not.