Transcript (en)

Unbelievable, top-tier, world-class, irrefutable ideas. Really bad execution. Just subpar execution on these ideas. You look at it and you're like, okay, number one, meta. First thing that they launch that gets crushed is they launch a stablecoin called Libra. I believe in 2018, 2019. It gets blocked by the US. They don't let it go through. Zuck gives up on stablecoins. now tether is what's tether worth tether's last valuation is like 400 billion dollars that's a huge miss swing and a miss fine it happens next is they go all in on the metaverse honestly correct good idea makes sense made sense will probably make sense again in the future timing bad top tick they never build anything real they try to do this like vr stuff doesn't make a lot of sense. The only good thing that came out of it was the name Meta. I think it's a great rebrand from Facebook. It's much more than just Facebook. Great rebrand. But timing of it, bad idea. Decent in theory. Timing of it, really bad. That's a miss again.