Rory Sutherland

That's why the two models are super interesting.

One is working, but has lots of structural cost issues.

One is not quite there yet, but if it works, you just run the table.

You're exactly right, Jason.

If it gets there, they have infinite search.

Which would you rather bet on?

But the problem is you are paying, again, going back to my comment, you're paying about a trillion dollars on top of the car company for some combination of the robo company and the robot company.

And that's just a lot of excess premium, where it looks like for $110 billion, you can get your action on the Waymo table clean.

If those are the two prices, you might do Waymo at the margin.

But that's a price comment, not a, oh, my God.

The real problem is this, without question, Harry, and I've been thinking about this, because you've got to have it on the SpaceX discussion too.

The real problem is there's no rational analysis you can do on an Elon stock.

You just never get to pencil it out.

Because 50% to 70% to 80% of the value being some kind of Elon will figure it out premium.

Like even SpaceX.

I mean, let's just go there.

You know, I think it was 15 billion and 24 and 18 or 19 billion and 25 profitable.

Nice growth at scale.

But, you know, call it 20 billion growing 30 percent.

Jason would spit on 30 percent if it was a SaaS company.