Mega Cap Tech Companies

“If you look at what I think could make this one be a longer one, if it, if something were to occur, is it comes from earnings slowing down. And earnings growth slowing down, that would be something that would take longer to repair, especially when a lot of the…”

“If you're a founder and you want to compete in this, you know, in the model game, you know, and you don't have their backing, there is no, no chance.”