WE LIKE FOUNDERS WHO TAKE THEIR VISION AND INVESTED INTO HIGH-PERFORMING BUSINESSES SO WE BELIEVE IN WHAT THEY SHOULD DO. WE THINK WE WILL BE REWARDED LONG-TERM BECAUSE HE'S MAKING THE RIGHT MOVES.
Contexte
"WE LIKE FOUNDERS WHO TAKE THEIR VISION AND INVESTED INTO HIGH-PERFORMING BUSINESSES SO WE BELIEVE IN WHAT THEY SHOULD DO. >> THAT BEGAN WITH THE META- VERSE CHANGING FACEBOOK TO META. ... WE THINK WE WILL BE REWARDED LONG-TERM BECAUSE HE'S MAKING THE RIGHT MOVES."
you say you like what NVIDIA is doing with the financing
Contexte
"NVIDIA, A LOT OF NEWS COMING OUT INCLUDING YESTERDAY YOU SAY YOU LIKE WHAT NVIDIA IS DOING WITH THE FINANCING, AND BIG BANKS. WE SHOULD HAVE HAD MORE COMPUTE THE BOTTOM."
Transcription Complète
RESTARTED THE SHOW WITH NVIDIA, BUT NOT THE ONLY COUNTER MAKING WAVES. MARK ZUCKERBERG PUBLISHED A 65 ESSAY, THE FUTURE IS FOR EVERYONE. MY NEXT GUEST, EXPERT ON CONGRESS 100, MIKE MONAHAN. LET'S TALK ABOUT THIS BECAUSE ZUCKERBERG IS FIGHTING FOR ATTENTION IT FEELS LIKE. WHAT IS GOING ON, HOW DO YOU FEEL HE'S FAILING EVERYTHING RIGHT NOW? >> Q1 AND Q2 GROWING 30% TOPLINE RAISING PRICE BUT I THINK THE STREETS PUNISHING THE BUSINESS BUT WE LIKE FOUNDERS WHO TAKE THEIR VISION AND INVESTED INTO HIGH-PERFORMING BUSINESSES SO WE BELIEVE IN WHAT THEY SHOULD DO. >> THAT BEGAN WITH THE META- VERSE CHANGING FACEBOOK TO META. THE DID PULL BACK AND THE STOCK TOOK OFF. AS HE HAVE TO FIND A WAY? LAST WEEK THE HYPER SCALARS SAY WE ARE GOING TO GET A RETURN ON INVESTMENT BULLY CAN SEE THEY ARE NOT GETTING THE SAME BENEFIT OF THE DOUBT. >> WE THINK WE WILL BE REWARDED LONG-TERM BECAUSE HE'S MAKING THE RIGHT MOVES. THE NUMBERS ARE SHOWING GREAT PERFORMANCE IT WILL TAKE PATIENCE FOR THE WALL STREET TO COME ALONG AND GIVE HIM THE MULTIPLE HE DESERVES. >> YOU UNDERSTAND WHAT HE'S TRYING TO ACHIEVE. BACK IN THE DAY, WALL STREET HATED AMAZON AND JUST BASIL SET THE TONE. BUT WE GOT FROM FOUNDERS ON THE DATA CENTER SIDE AND THE AI FUNGICIDE AND CONFLICTING MESSAGES HERE. >> HYPER SCALARS OF STARTING TO BE REWARDED FOR INVESTMENTS, THE STREET WAS SKEPTICAL ABOUT THE 1 TRILLION SPENT LETTING PEOPLE ARE UNDERSTANDING THERE ARE GOOD BUSINESSES. BUT JOHNSON TALKED ABOUT THE FACT OF ONE YEAR PAYBACK. >> NVIDIA, A LOT OF NEWS COMING OUT INCLUDING YESTERDAY YOU SAY YOU LIKE WHAT NVIDIA IS DOING WITH THE FINANCING, AND BIG BANKS. WE SHOULD HAVE HAD MORE COMPUTE THE BOTTOM. >> REINFORCING CYCLE. >> THAT'S WHAT WE SEE AND COMPUTE IS PAYING OFF GOING BACK TO 2018 I SAW AN INDUSTRIAL CEO TALKING ABOUT IT BACK THEN AND THEY SAID I WILL PUT 100 MILLION AND GET 100 MILLION BACK OUT NEXT YEAR SO THESE INVESTMENTS ARE PAYING OFF IN THE REAL WORLD. >> CLOUD THERE SAID AND NOW THEY ARE SAYING IN FIVE YEARS, THERE WILL BE 1000 TIMES IN THE NOTION IS, HOW IS IT ALTERING THE INVESTMENT LANDSCAPE LACKS HOW YOU LOOK AT THINGS LIKE THIS? >> I'LL THINK SOMETHING THAT GRANULAR AFFECTS WHAT WE ARE DOING BUT IT SPEAKS TO THE FOUNDER TEAM, THEY SEE WHERE THINGS ARE GOING AND INVESTING WITH IT HAS TO DO WITH ELON FILLING OUT THE BREADTH OF SPACEX STARSHIP ACCEPT THE TRAFFIC OUT OF THE NETWORK. >> REAL QUICK MEAL CLOUD, SPEAKING TO SPACEX AND PEOPLE SAYING THEY'VE MOVED INTO THE NEOCON SPACE AND A COUPLE FOUNDER COMPANIES, WHAT ARE YOU LOOKING FOR? MIMIC WE THINK THEY ARE WELL, IS ASSUMED FOR THE NEXT THREE YEARS THEY ARE LIKELY IN THE REAL THING, WHAT'S THE TERMINAL MULTIPLE AND WHERE THEY ATTACK BOTTLENECKS? >> TO HO
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