Sanmeet Deo

course.

Home services, like Dan said, are always in need.

Maintaining a home is an ongoing task.

It doesn't slow down due to inflation, rising rates, or any other macroeconomic factors.

I could see some pullback from customers, maybe save a buck, but you can only do that for so long before the pests start invading your home and making things very problematic.

I like the Rollins pick.

It's very interesting.

I hadn't thought about it, like Dan had said.

Yeah, it's staying warm and getting through it.

But I'm excited to be here and talking about tech earnings.

Yeah.

I mean, I think it's all gas, no brakes for AI spending here because Apple is trying to keep up.

So they just signed with Google to use Gemini in their series.

So I can't imagine that's going to be cheap.

I can't imagine it's going to involve further investment in their part to ramp up their AI.

And Meta just continues to astound us with the numbers they report every quarter when it comes to their CapEx spending.

And

Zuckerberg is not holding back.

He is not afraid to spend.

And so at least with those two, I think there'll be quite a bit of spending.