Scott

You decided to do this sober. Wow. That's super interesting. Anyways, that's why Brian Chesky is a billionaire. He probably did a focus group with Claire and Mia and figured out what it is they're looking for. I think that sounds, I mean, it sounds, I'm being serious. I think that sounds really, really cool.

You decided to do this sober. Wow. That's super interesting. Anyways, that's why Brian Chesky is a billionaire. He probably did a focus group with Claire and Mia and figured out what it is they're looking for. I think that sounds, I mean, it sounds, I'm being serious. I think that sounds really, really cool.

You decided to do this sober. Wow. That's super interesting. Anyways, that's why Brian Chesky is a billionaire. He probably did a focus group with Claire and Mia and figured out what it is they're looking for. I think that sounds, I mean, it sounds, I'm being serious. I think that sounds really, really cool.

Support for the show comes from public.com. All right. And if you're serious about investing, you need to know about public.com. That's where you can invest in everything, stocks, options, bonds, and more. They even offer some of the highest yields in the industry, including the bond account, 6% or higher yield that remains locked in, even if the Fed cuts rates. Bottom line?

Support for the show comes from public.com. All right. And if you're serious about investing, you need to know about public.com. That's where you can invest in everything, stocks, options, bonds, and more. They even offer some of the highest yields in the industry, including the bond account, 6% or higher yield that remains locked in, even if the Fed cuts rates. Bottom line?

Support for the show comes from public.com. All right. And if you're serious about investing, you need to know about public.com. That's where you can invest in everything, stocks, options, bonds, and more. They even offer some of the highest yields in the industry, including the bond account, 6% or higher yield that remains locked in, even if the Fed cuts rates. Bottom line?

Thank you so much for having me. Member FINRA and SIPC. Complete disclosures available at public.com slash disclosures. I should also disclose I am an investor in public.

Thank you so much for having me. Member FINRA and SIPC. Complete disclosures available at public.com slash disclosures. I should also disclose I am an investor in public.

Thank you so much for having me. Member FINRA and SIPC. Complete disclosures available at public.com slash disclosures. I should also disclose I am an investor in public.

Yeah, I got this wrong. I think that I'm still seriously considering buying the stock because... I think that they're making the same transition, but they're sort of three, four years behind that Amazon made. Essentially, Amazon is a cloud company now with a retail unit, and it trades. It's experienced multiple expansion because it's now considered a cloud company with much better margins.

Yeah, I got this wrong. I think that I'm still seriously considering buying the stock because... I think that they're making the same transition, but they're sort of three, four years behind that Amazon made. Essentially, Amazon is a cloud company now with a retail unit, and it trades. It's experienced multiple expansion because it's now considered a cloud company with much better margins.

Yeah, I got this wrong. I think that I'm still seriously considering buying the stock because... I think that they're making the same transition, but they're sort of three, four years behind that Amazon made. Essentially, Amazon is a cloud company now with a retail unit, and it trades. It's experienced multiple expansion because it's now considered a cloud company with much better margins.

It's just a much better business. I have in the data here that their AI cloud-related product revenue grew over 100% for the seventh consecutive quarter. Is that accurate?

It's just a much better business. I have in the data here that their AI cloud-related product revenue grew over 100% for the seventh consecutive quarter. Is that accurate?

It's just a much better business. I have in the data here that their AI cloud-related product revenue grew over 100% for the seventh consecutive quarter. Is that accurate?

I think until 100 years ago, the idea of being a Western company in Canada, Australia, or Germany and using cloud-based products from a Chinese company was unthinkable. I think as of today, it's less unthinkable because it's now choosing between the lesser of two evils. And the thesis I'm trying to figure out a way to make money off of is the following.

I think until 100 years ago, the idea of being a Western company in Canada, Australia, or Germany and using cloud-based products from a Chinese company was unthinkable. I think as of today, it's less unthinkable because it's now choosing between the lesser of two evils. And the thesis I'm trying to figure out a way to make money off of is the following.

I think until 100 years ago, the idea of being a Western company in Canada, Australia, or Germany and using cloud-based products from a Chinese company was unthinkable. I think as of today, it's less unthinkable because it's now choosing between the lesser of two evils. And the thesis I'm trying to figure out a way to make money off of is the following.

And there's always one piece of data that just blows my mind. And I'm like, this is gonna have huge ripple effects to the economy. And I try and think about how do I make money from this? And that is the following. For the first time in history, global consumers or global citizens on average believe that China is a better force or a bigger force for good in the world than America.

And there's always one piece of data that just blows my mind. And I'm like, this is gonna have huge ripple effects to the economy. And I try and think about how do I make money from this? And that is the following. For the first time in history, global consumers or global citizens on average believe that China is a better force or a bigger force for good in the world than America.