Transcript (en)

Are you disappointed in any way with Kevin Walsh? No, Kevin's fantastic, but he's got a board. Yeah, Kevin's got a board. He's fantastic. He's a brilliant guy, smart. I know he'd love to see lower interest rates, but he's got a board, and it's a political board, and they want to keep rates up. But we fight through rates. We have the strongest investment ever made in a country, of any country. It was China about 13, 14 years ago. We have far greater, 19.2, even Jensen would say that's a lot. 19, and Jensen's spending a tremendous amount of money by hundreds of billions of dollars. He happens to be in the room. He's spending more than United, actually. He is. He's spending 10 billion, but Jensen's spending hundreds of billions, right? I don't know, that's not a bad business. But, no, no, we have,