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56:11LONG
“I am so long the US, as I'm sure anybody building, you can sustain yourself. You become a billionaire by like never truly ever leaving America or never…”
@Invest Like the Best
Long the US: a company can become a billion-dollar business serving only America, a structural edge.
SP500LONG@ $6,709.67
$7,359.62+9.69%
since call Mar 17
peak +14.6%
65:38LONG
“I actually don't think like quote unquote AI companies are very set up for success. That's actually probably not where value's gonna accrue. The value's gonna…”
@Invest Like the Best
Value in the AI era accrues to whoever owns massive distribution, not to AI companies themselves.
PLTRLONG@ $152.13
$124.79-17.97%
since call Mar 17
“I think financial services and like legacy banks tend to be like the largest inefficiencies out there. They also. Are very hard to take over.”
@Invest Like the Best
The biggest, fattest, most inefficient legacy banks become AI's largest beneficiaries, not AI startups.
USA500LONGIDEA · NOT YET PRICED
TIMESTAMPS
56:11
65:38
67:24