Wonderful discussion with great insights. Meta was way below 500B last year though.why not buy then? Zuch has a history of turning 180 degrees when needed and he's the best copycat out there...

The way Amazon became the biggest cloud provider is impressive. BABA could not do it.

Why does CK have bangs ?

Very interesting interview and great to get the insights of someone that deals a lot with the advertising industry. The only thing I disagree with is the guest mentioned a few times that META is overvalued. I'm not quite sure how he's so certain of coming to this conclusion. Is it because the stock price has already run up so much?

@taychikeng

2 ай бұрын

I've did a video on valuations recently, and considering they corrected after earnings, I think it's still ok

Great interview! Thanks Jonathan for all the sharing and insights on advertising. Btw Amazon shareholder here as well (if you see this message)

One of your best intereview.

Sold BABA and buy Amazon

I think he doesn't understand US

CK, your thighs are so fair ❤

@taychikeng

4 ай бұрын

Now you know how much time I've spent in front of the computer 👀