Lou Whiteman

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.

I got to say, I think the fear about software stocks is legitimate.

I think there's something there.

I don't like a lot of them in the list you gave me, but in the list you gave me, Netflix is on there, not a SaaS, but subscription.

Netflix, I get why it's down.

I think the company is telling you that this isn't the Netflix of old.