The Committee's Big Tech strategy

It looks like Alphabet is going to spend about $85 billion in total capex this year. Uh Weiss, you you own this name, you're in Alphabet. We often also talk about maybe some of the smaller assets, but perhaps very valuable in the social media world like YouTube.I mean, are you getting YouTube for free with an Alphabet valuation. Um, always difficult to say because you don't know where analysts and where, you know, investors are placing the value. So, it could be getting part of Whimo for free.Who knows. Yea ...