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The Optimus stuff is extremely underrated because people just cannot comprehend the consequences. Now obviously we need to make sure that we don't have a Terminator scenario. That's very important.…
The car company right now they all want to become in a tech company just look at the market cap or the car companies compare for example with Tesla and they realize in order to do this they have to…
We see that 2022 is going to be a much better year in terms of supply and we started to see as we get to the second half the ability to demand and supply the balance. The key thing since the last…
We're the one-stop shop. We're the leader across the entire connectivity stack.
The world's largest hyperscalers are now reimagining their entire network architectures. They recognize that scaling AI infrastructure is now first and foremost a connectivity challenge.
So as I said earlier when we started this journey, data center represented less than 10% of our revenue and we bet the farm on it. Last quarter it was over 75% of our revenue and growing very…
So back in 2016 Marll was a $2.3 billion company. As we embarked on the transformation, actually in the first five years, we doubled the company, $4.5 billion in revenue. Over the next five years,…
The bottleneck is shifting again. Now, it's connectivity that will define the limits of the infrastructure. Just like with compute and memory, the industry will rally to meet this challenge.
And so for example you know nfts which it was an excellent saturday night live kind of wrap on this to try to explain it which is a kind of like unique goods that can be then built on top of this new…
Well one of the things the way that i think about kind of one of the ongoing decade by decade transformation is how do we become a more network society. Right so it's a network society by us being…
Now the reason i use the phrase intelligent risk is because intelligence is where that goes the risk can be a competitive advantage competitive advantage leads to growth competitive advantage leads…
Well i think one of the frameworks that i usually work with my portfolio companies is how do you take intelligent risk because actually in fact taking risks can be one of the things that's…
I think it's absolutely a moment like that. I mean part of the thing is everything from changing expectations of the network that's around the company, whether it's customers suppliers etc with you…
Franchises set pricing. But at the end of the day, we are the custodians of the McDonald's brand. That is what we're selling. And one of the things that's core to our brand is our value positioning.…
We're certainly spending a lot of time and paying close attention to it. I can tell you right now, you know, we've looked pretty hard and we don't yet see evidence of it really having a material…
Our pace of new store openings will accelerate further as we target approximately 2600 gross restaurant openings in 2026, which keeps us on track to achieve 50,000 restaurants by the end of 2027.
In 2025, McDonald's delivered systemwide sales of nearly 140 billion, up 5.5% in constant currency for the full year. This reflects solid comp sales growth of more than 3% for the full year and over…
McDonald's is not going to get beat on value and affordability. It's in our DNA and we will remain agile to respond as appropriate to a dynamic competitive landscape.
This is the most important slide really. This is the takeaway. The takeaway here is that this is the application pattern. This is the computing pattern of the next decade. Agents, harnesses…
If your data center, if your factory has one gigawatt, it will not have more. One gawatt means 1 gawatt. That's all the power generation you could do. If you have one gawatt of power, then throughput…
Compute is revenue. Now compute is profit. the absence of revenues and profit is loss. And so it's really important to realize that this is when this is an example of an AI infrastructure coming…
The number of engineers, software engineers is actually increasing. People talk about AI reducing jobs. Complete nonsense. It's causing more software engineers to be hired. And the reason for that is…
30 million software developers representing about $3 trillion worth of GDP producing three that's what they're paid $3 trillion worth of salaries per year which is generating economic growth for the…
And as you get much more productive just thinking about it, you can get one very senior engineer to, uh, to produce an application design in one week. What it would the other way. What? I take ten…
We went in on that leap of faith, and I guess to date that was a great band. They they do seem to be in the ascendant, very ascendant at the moment, given their, you know, the fact that they have…
We have multiple product divisions each of which we are the best in what we do. And we just keep investing. And essentially you try to out engineer any competition. Customer owned tooling that Google…
In the last two years, I between 24 and 26 this year I would be doubling my revenues. I would create over $50 billion per year annualized on revenue. I'm looking around. What can I buy that even come…
I know it's hard not to, but know just focus on fundamentals, create value and stop thinking about your stock price. Trouble is very hard to do that, but we tried to do it well.
I might say we're on the precipice of a wide expansion in free cash flow rather than a sharp decline in capex. You know, as we've got a business that a couple years ago was 2.9 million barrels a day…
I'm not happy with the results out of exploration over the last few years. But I want to acknowledge our exploration team has been operating in a pretty narrow range. We've reduced our investment for…