Lou Whiteman

It's, let's make good investments.

Easy for me to say in hindsight, but was there ever a moment where any of us said, hey, Zuck, why don't you burn $77 billion to put us all inside of a video game?

That would be cute, right?

And now, look, yeah, a lot of this, I think, is they want to invest in AI.

Either good news, bad news, AI is going to make that $77 billion look like pocket change.

So, you know, here we go again.

But yeah, I don't know what to think here.

Yes, take big swings.

But at the end of the day, you will be judged on the quality of the investments you make.

And I don't ever really understand where they were going with Meta.

And probably for shareholders, good riddance.

Renaming, I don't know, because I do think there is a difference.

You have to stick in the real world with the glasses and stuff.

You don't get to go into the cartoon.

But yes, I think it's pretty clearly, if we want to give Zuck a more charitable read, he did see that in the future, we are going to be experiencing augmented, all sorts of just like

reality plus scenarios.

And maybe he was wrong on the video game world, but he may not be wrong on the AI-assisted reality.

And so it is more of a shift than it is just a, we were wrong.

For the record, I love my hybrid.

I will never buy a car other than a hybrid, but I'm not ready for an EV, so it makes sense.