Travis Hoium

I gave you a list of big tech CEOs.

I want you to hand out bronze, silver, bronze, silver and gold to Andy Jassy, Sundar Pichai of Alphabet, Satya Nadella at Microsoft, Jensen Wong at NVIDIA or Mark Zuckerberg at Meta.

Who do you have at the top of your list?

Lou, who do you have at the top of the list?

All right, Lou, let's round yours out first.

Who is the silver and who is the bronze?

You talk about Ethereum.

Ethereum was something that was a huge boom for Nvidia.

We don't remember that.

That was a boom and bust, and then right behind it, AI.

John, who's silver and bronze for you?

He's acquired a lot of the growth, some of the investments that he's made in things like the metaverse and even artificial intelligence tools and hardware hasn't really paid off.

When you hear us talking about John wearing Ray-Ban AR glasses, that's when you know things have really turned the corner.

I don't think we're quite yet there, are we, John?

Just kind of sat up there.

Kind of doing it on vibes.

Yeah, that's what I wanted to ask you about.

He gets absolutely no love here.

And no love from the market, to be fair.

Shares are down 10% as we started recording today.