Transcript
A (0:00)
The irony of all this is plays to Apple's hands in a weird way. I love how little they're spending on Capex.
B (0:05)
I'm smiling.
A (0:06)
Everyone else is spending hundreds of billions of dollars on Capex. And Apple's like, well, we're spending like a few billion and less than we did last year. God bless. You guys will go have fun burning money. We're gonna sit here and everyone's gonna buy Mac Minis and run open.
C (0:25)
We'll debate the text. That's best when we get More or Less Dave and grip your salmon jest. Put it all right to the test. More or Less. Why, hello, friends. Long time no see. Welcome to More or less.
D (0:46)
I saw you an hour ago and quite a bit over the last 72 hours.
C (0:52)
It's quite a bit. We have been hanging out in Jackson Hole, and let me just tell you, dear listeners of this podcast, we're doing serious work.
D (1:01)
Yeah, we've had a lot of really interesting conversation.
B (1:03)
I've done more deals in the last three days than, like, the last couple months.
C (1:08)
Yes, we've been wheeling and dealing. Sam and I host an annual little wheeling and dealing event that the more and zerki part of that has been underway. But I just also want to say there are some days that, you know, I don't know about you, Brit, or you, Dave, or Sam, but, like, I kind of, like, brush my hair before the podcast, you know, like you one thinks about their appearance before publicly producing a video product. And then there's other days when 20 minutes before you're about to tape, you find yourself at the top of Jackson Hole wondering how you're going to get in time to tape a podcast and whether you will have time to rehydrate after skiing so much epic powder this morning. So today will be one of those days.
D (1:53)
That's okay. We're here for it.
C (1:54)
But winter arrived.
B (1:55)
It is nice that there's. There's snow.
A (1:58)
I was at the top of the mountain and I had nine minutes before the conference call had to be on. Yeah, I made it.
B (2:04)
