Travis Hoium

That's a drop in the bucket, to be fair, $154 billion.

Lou, we had Ferrari report, and I wanted to get your thoughts on Lewis Hamilton's season ahead, but we'll skip that for now.

What did the numbers look like?

All right.

I want to get to that too quickly here.

A sentence or two, Jason, what'd you think of Spotify's results?

Yeah, the kids app is very sticky for us.

Lou, Pinterest is down 22% today.

A lot going on with earnings, but there's also, Lou promises me there's something exciting going on in trucking.

We'll get to that in a moment.

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Okay, Lou, you are the old boring business guy.

You like to talk about logistics and trucking, but you're promising that there's something exciting going on related to AI.

So what's the news for this week?

One of the questions I have for you is, it seems like a lot of these companies that are coming in and trying to disrupt established players, it's ultimately value-destructive overall.

That's what's confusing about what's going on with the market.

A company will introduce something, the bigger a company will fall, 20% lose, let's say, $50 billion in market cap, but there's no made-up

market cap by the company that's doing the disruption.

Obviously, they're just seeing this as potentially pure upside, but it does seem like the market overall is selling first and asking questions later.