I was in LA on Friday afternoon and took my first two Waymo driverless rides with my family. It was stunning. Thick LA traffic, everything you can think of that you might encounter and Waymo was flawless. It was like being in the future. And NOBODY talks about it. Instead, they talk about TSLA, which literally drove 60 mph into a fake brick wall because it could not tell the difference.
But, if that was not enough - YouTube is just $5B behind DISNEY as the highest revenue generating entertainment company. Stunning - and once again NOBODY talks about it.
Everyone is caught up in AI - where they are doing fine - and forget these other businesses. I am loading up - the only hope is they break it up - its value is nuts.