Gogle cloud is now operating at a 20 billion the run rate. They have been extremely smart about competitive pricing. And, you know, they're putting out this pix six phone that looks like an incredible piece of equipment and cheaper than h they'en.
0:00 Bestie intro, child update, Joe Lonsdale’s take on paternity leave
20:44 Proposed “Wealth Tax”
35:13 Inflation discussion: corporate and government reactions
52:30 Dealing with inflation as a capital allocator
58:49 Big Tech’s outrageous quarterly earnings, why Google is the best business ever, Facebook’s “Meta” rebrand