Big Think: What do all the successful, innovative founders you have covered on your podcast have in common?
Senra: If I had to distill every single thing I’ve learned into one word, it would be focus.
bigthink.com/business/the-d…
Me: “Back in my day, cars had steering wheels.”
Grandchild: “What were those?”
Me: “Humans used to drive. 40,000 Americans died every year in crashes.”
(Saw a @Waymo today. No steering wheel.)
If $GOOGL (P/E ~20) traded at $AAPL P/E of ~30, its stock price would increase by ~50%.
For comparison, here are the other Mag 7 P/E ratios:
$MSFT — 38
$AMZN — 32
$META — 27
$NVDA — 56
$TSLA — 175
This is insane.
AI capex might account for a larger share of GDP than basically any technology since the railroad.
Basically it’s a mini-wartime economy, but the guns are chips and the tanks are databases
Not using AI will be like not using the internet.
Not having a brain chip implant will be like not having a smartphone.
People resisted adoption to both but ultimately relented.
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