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00:00 Introduction 00:49 1) Investing will get more difficult 02:45 2) Value will outperform growth 05:03 3) Inflation will go below 3% 06:16 4) Tesla will perform poorly 10:37 5) Netflix will make over $2.5b in FCF 15:26 6) Texas Roadhouse will outpeform 18:40 7) Amazon AWS will become clear leader 23:39 8) Legacy media will cut streaming budget 25:49 9) ChatGPT won't hurt Google 27:09 10) Microsoft will win their lawsuit
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