Tyler Crowe

And if you are looking to get broad exposure to an entire market, but are looking

perhaps more skittish, I guess you could say, of these mega cap companies coming in and becoming a larger and larger portion of what's supposed to be a broad-based index.

There are equal weight index options out there that might be worth considering.

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For Lou, Matt, and myself, thanks for listening, and we'll chat again soon.

I think there's a little bit of like, we've been watching too many industry and business-related television shows like Succession, where we're thinking like strategy, like how can we really stick it to these other players?

But let's be honest, they're just looking at the numbers and being like, we need more money.

We're not trying to necessarily beat somebody more so than the other.

The first thing is the bottom line first.

And I think this is really the case when it comes to this deal with Google raising $80 billion, because

Just some rough numbers.

I think their current capex is somewhere in like $170 billion range for 2026.

2027 is probably going to be more, and they're bringing in $175 billion in operating cash over the past 12 months.

If you're going to obviously do more, you're going to go past your operating cash flow.

And I think this is getting ahead of that.

They're obviously probably not going to go $80 billion over in a single year.