Scott

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 I think that means how I drill down to that is I think there's going to be a lot of Western companies or companies in Latin America who are going to decide to use cloud services from a firm like Alibaba and not immediately defer to AWS or Azure or cloud services or Google's cloud. So I think that these Chinese companies or specifically Alibaba, I'm disappointed in that 18 percent number.

And I think that means how I drill down to that is I think there's going to be a lot of Western companies or companies in Latin America who are going to decide to use cloud services from a firm like Alibaba and not immediately defer to AWS or Azure or cloud services or Google's cloud. So I think that these Chinese companies or specifically Alibaba, I'm disappointed in that 18 percent number.

And I think that means how I drill down to that is I think there's going to be a lot of Western companies or companies in Latin America who are going to decide to use cloud services from a firm like Alibaba and not immediately defer to AWS or Azure or cloud services or Google's cloud. So I think that these Chinese companies or specifically Alibaba, I'm disappointed in that 18 percent number.

I don't know what that 100 percent year on year number was. I took it and extrapolated it out and said this will be a cloud company pretty quickly if it can maintain that growth. But your deeper analysis is the better one.

I don't know what that 100 percent year on year number was. I took it and extrapolated it out and said this will be a cloud company pretty quickly if it can maintain that growth. But your deeper analysis is the better one.

I don't know what that 100 percent year on year number was. I took it and extrapolated it out and said this will be a cloud company pretty quickly if it can maintain that growth. But your deeper analysis is the better one.

But there's some issues here. The domestic economy isn't very strong. Your analysis is the correct one, that the impact or the slowdown from exports is probably not going to show up until next quarter, but maybe the market's already anticipating that.

But there's some issues here. The domestic economy isn't very strong. Your analysis is the correct one, that the impact or the slowdown from exports is probably not going to show up until next quarter, but maybe the market's already anticipating that.

But there's some issues here. The domestic economy isn't very strong. Your analysis is the correct one, that the impact or the slowdown from exports is probably not going to show up until next quarter, but maybe the market's already anticipating that.

I just, I get the sense that I think these companies are going to find a lot more foreign buyers contemplating and doing meetings with them than would have four months ago. But there's just no getting around it. I missed this one, but I still might. I thought, well, if I liked it yesterday, why wouldn't I like it now that it's off? There we go. There's the Warren Buffett in you. Five or 7%.

I just, I get the sense that I think these companies are going to find a lot more foreign buyers contemplating and doing meetings with them than would have four months ago. But there's just no getting around it. I missed this one, but I still might. I thought, well, if I liked it yesterday, why wouldn't I like it now that it's off? There we go. There's the Warren Buffett in you. Five or 7%.

I just, I get the sense that I think these companies are going to find a lot more foreign buyers contemplating and doing meetings with them than would have four months ago. But there's just no getting around it. I missed this one, but I still might. I thought, well, if I liked it yesterday, why wouldn't I like it now that it's off? There we go. There's the Warren Buffett in you. Five or 7%.

Yeah, there you go.

Yeah, there you go.

Yeah, there you go.

Okay. I start us with a question. Do we love our children? Sounds like an illegitimate question, right? Well, I'm going to try and convince you otherwise. Essentially, as we go down generations, we're seeing that for the last two generations, people are making less money on an inflation adjusted basis. In addition, the cost of buying a home, the cost of pursuing education.

Okay. I start us with a question. Do we love our children? Sounds like an illegitimate question, right? Well, I'm going to try and convince you otherwise. Essentially, as we go down generations, we're seeing that for the last two generations, people are making less money on an inflation adjusted basis. In addition, the cost of buying a home, the cost of pursuing education.

Okay. I start us with a question. Do we love our children? Sounds like an illegitimate question, right? Well, I'm going to try and convince you otherwise. Essentially, as we go down generations, we're seeing that for the last two generations, people are making less money on an inflation adjusted basis. In addition, the cost of buying a home, the cost of pursuing education.

The most powerful in America have formed a coalition where their rights are a function of their wealth and their rights are respected anywhere in the world. I can get access to family planning, lawyers, healthcare, good schools for my kids, because there's now kind of a different class of oligarchs that consists of both Democrats and Republicans.