Tyler Crowe

I think of all of them, maybe Home Depot and Walmart.

And after that, it was kind of like... So...

You know, mixed results for these moniker names and for a lot of people to be like, oh, that must be the top whenever you start using names like this.

So in that vein, I'm going to let you guys have it out because I think there's differing views on is it a bubble?

Travis, you've already made your view pretty clear here.

So lay out your case.

My two cents to it too, I think a lot of it is priced in the idea that everything that is happening in its current trajectory is going to stay on that trajectory for four, five, six years, which maybe, but- Has that happened for three months in artificial intelligence?

But to your point, one of the things that I have discussed here before is the idea of like, there is going to become a point where like efficiency and cost efficiency and like the, you know,

cost per token or the compute per token or some sort of way of bringing down costs or usage for these algorithms is going to take place.

The amount of resources that we have to put behind this is so staggering, it's hard to wrap my mind around.

Unless you have some breakthrough in

compute power with, I don't know, major breakthroughs in quantum computing, or all of a sudden energy becomes way, way cheaper than it is today, or we just get better algorithms.

I'm going to bet on the better algorithmic efficiency kind of thing and say, yeah, it's going to continue to grow, but perhaps not at the same rates.

So again, I think we're all kind of on the same page with just some slight nuances on where it's all going to go.

All in all, fun idea.

We'll see.

Coming up next, we're going to look at a very different topic, athletic wear.

If you were to look at the athletic wear, athletic footwear, clothing industry today, I feel like you could play a game.

And that game would be, is it an actual headwind or is it a management excuse?

Over the past couple of quarters, we've seen some pretty conflicting stories coming out from various players in this industry.