@thequiettone @chamath @HedgeyeDDale @KeithMcCullough @HedgeyeTech Interesting analysis, but lumping $FB and $GOOG under one umbrella doesn't make sense. Completely different businesses and futures. $GOOG is a long term AI play. As for $FB, I agree w/ your outlook but it will make a move to avoid that outcome. So, what options does it have?