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37:02SHORT
“I would approach this, this next super period, uh, in the same way, which would make me very wary of, uh, what now seems to be the cat's meow, which is huge…”
@Invest Like the Best
Massive AI capex with no known revenue is the trap to avoid; be wary of the cat's meow.
NVDASHORT@ $181.19
$199.00-9.83%
since call Sep 23
“we bought 20— no, 24% of MGM. And why does that appeal to me? Because you can't disintermediate it. Because you give me any AI equation and I will tell you…”
@Invest Like the Best
MGM is AI-proof: a physical Vegas resort empire no tech can disintermediate between guest and experience.
MGMLONG@ $33.98
$43.66+28.48%
since call Sep 23
peak +37.0%
52:24LONG
“Netflix is in that. Netflix is the leader of it. Hollywood is irrelevant.”
@Invest Like the Best
Netflix won; Hollywood and the old studio model are irrelevant as making content drops down the totem pole.
NFLXLONG@ $120.64
$70.13-41.87%
since call Sep 23
“publishing— all publishers— what's happening with Google is just— it is going, you know, they say it goes slow and then it goes fast. It's going fast... If…”
@Invest Like the Best
Google search dependence is fast becoming an extinction event for publishers as AI eats search traffic.
GOOGLLONG@ $252.23
$360.76+43.03%
since call Sep 23
peak +47.7%
“you're a travel and leisure. So you know something about the travel business... How come you didn't create White Lotus? How come it didn't come out of you?...…”
@Invest Like the Best
IAC's People/DotDash can build a giant company by inverting media into the products its content predicts.
IACLONG@ $34.89
$41.58+19.17%
since call Sep 23
peak +19.8%
TIMESTAMPS
37:02
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52:24
54:48
57:05