Toby

kitchen timer.

It's a really good kitchen timer.

And sometimes it's good at telling me the weather, but none of this, you know, contextual conversational ability that Apple has promised has come to fruition because Apple hasn't, you know, gone down the rabbit hole of investing heavily in their own foundational models.

They kind of had a deal with open AI to help power some features within the Apple intelligence suite.

Now they're pivoting over to Gemini to say,

All right, if we can't figure it out, hopefully your model can power what we envision for Siri.

And everything is coming up Google right now.

I mentioned that they crossed $4 trillion market cap club, but also they have released a new chip with its own architecture that could hypothetically compete with Nvidia on the hardware front.

Gemini 3 has vaulted to the top of every leaderboard when it comes to performance of these foundational models.

Even Warren Buffett, who has historically been extremely tech averse,

bought $4.3 billion worth of Alphabet stock during its third quarter.

So everything is coming up Alphabet right now.

I push back against that assertion because that's the most stressful movie I've ever watched.

Maybe Uncut Gems.

But one name that I want to throw out to people that you may not have heard of when talking about this merger is Versant, which is the media organization that Comcast actually spun off a few weeks ago.

That is their cable business.

Why is that important?

Basically, it is

the cleanest public market proxy for what Warner Bros.

cable business could be worth.