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15:47LONG
“The next wave of AI is going to be consumer AI. Consumer AI is going to be the big prize. Can you think of a consumer AI company? You know, maybe OpenAI, but…”
@Invest Like the Best
Consumer AI is the next big prize; incumbents are all chasing enterprise, leaving the field open in 12-24 months
GOOGLLONG@ $388.15
$361.13-6.96%
since call May 5
“The last phase of a CEO is reinvent the company, product extension. And the reason our stock has been flat is because we only do one thing and we have kind of…”
@Invest Like the Best
Airbnb stock has been flat because the core is saturating; reinvention into 50+ verticals is the rerate path
ABNBLONG@ $140.21
$147.99+5.55%
since call May 5
peak +12.5%
TIMESTAMPS
15:47
31:34