Lou Whiteman
๐ค SpeakerAppearances Over Time
Podcast Appearances
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.
Jason's spot on.
The narrative wasn't wrong.
The narrative was just going too quick.
Electric vehicles, I think, are an unstoppable force, period.
It'll just take a while.
For me, the stock to play on that, not just kiss up to the host, is that if this is going to take longer
than you think.
There is a market for ICE vehicles longer than you think, but we are heading towards an electric future.
General Motors, with the resources to both invest in the future and still supply today, I think that's a pretty good stock to just play the reality, not the hype.
Yeah, not to mention, the other thing here is that the old guard is still more efficient.