Ross Gerber

They've got a great business there.

I love the streaming business.

They finally I mean, once they get this all under one roof under Disney Plus,

Hulu Disney Plus is a great streamer and a real competitor out there to the other streamers.

And then you got ESPN, which is now dominating sports again and really has a piece of every major league out there from a broadcasting perspective.

But ESPN financials don't make any sense next to the

the cruise ship financials because ESPN loses money having these big events, you know, that we all want on ESPN, and they make money when there aren't big events, actually.

It's kind of a weird business.

So they just don't complement each other.

And you saw it in the earnings report, which was generally a very good report for Disney, and the stock gets hammered because when you look at all the moving parts, it's never consistent.

And so I just think if they were able to prove that these assets, I think, are worth closer to $150 a share, and that's what it was trading at,

then I'd say I wouldn't be saying this.

But at $100 a share, you've got to break up this company and find value for its shareholders after five years of waiting.

No, you know, it's not that.

It's just, first of all, you're saying Elon Musk's in talks with himself?

Like who's he in talks with?

I don't think Elon Musk talks to anybody.

He's gonna do this.

So he's gonna merge all three companies because he has to, and he needs to, because Tesla has 44 billion on the books and they need the money.

And every one of his projects is well out into the future.