Lou Whiteman

So I think I doubt they're as aggressive as you are just kind of, you know, just kind of playing Monday morning quarterback.

But it makes sense.

Sure.

I'd be very surprised to see them go after OpenAI.

I think we're moving away from... Do you think that relationship is so fractured that... Well, it's not just fractured.

It's just I can't imagine they would think it's valued what OpenAI would want or need to make it work.

I think the partnership they have, the kind of arm's length and ability to look around actually serves them a lot better.

Okay.

Discord, maybe, but I doubt it.

I do think something like Salesforce probably makes the most sense.

I don't know if I'd say Salesforce, maybe a Workday or something like that, just to add to that office.

But the real answer here is, could you just buy Zoom and DocuSign and put them out of their misery?

What do you think, Jack?

If this was Uncle Warren, and as we said, I don't know if it's Uncle Warren anymore, but you got Americana, you got Cherry Coke, what do you do?

You sit down and watch a good old-fashioned American movie with that.

I think it's a little bit of a stretch, but what about Disney?

It's about a $200 billion market cap, $230 or so.

Yeah.

That just feels like Americana Assets hasn't done anything for a decade or so.

It's not really out of favor.