Jason predicts a "major M&A moment" in the next six months! | E2213
Listen to the original audio · Transcribed with NVIDIA Parakeet · Timestamps stay in sync with the live audio
If that's happening every two to three years, that means, theoretically, that you might buy more of them. But that does not mean that you're throwing the old ones away. That's ludicrous. That would be like saying I had a Corvette C7 and the C8, eighth generation came out. So I took the C7 and I parked it in the garage and yeah, I just took the air out of the tires and the battery and I put it on a cinder box and that's it.
It's it's over. That car can't be used ever. It's got 30,000 miles on it. That car is going to be driven for another 10 years. What are we talking about here?
It's not that egregious to think that Oracle believed in 2020 that they would get five years of life out of one of this depreciating assets. Then, you know, the next three years they said, yeah, it's still five. And then in 2024, they said, you know what? We think it's six. And the Microsoft one is more dramatic.
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