☕ You won’t believe what Keith just said about Google

Good morning! 👋 

What a banner week around here. 

Keith returned from the road briefly yesterday for a fantastic conversation with the always-sharp Kelly Evans. (Watch) 

You won’t believe what he had to say about Google/Alphabet. 

It certainly surprised the heck out of me! 

Keith and Kelly also spoke about Tesla and whether the recent dip could be a long-term buying opportunity, Tesla’s AI future, China competition, and more. 

During the interview, Keith also noted that betting against Elon Musk today would be a lot like betting against Steve Jobs back in the day. 

Then, Elon himself chimed in! 

Oh, and a tip o’ the hat to @Muskonomy and, of course, to @elonmusk .  

For a short 5-minute conversation, there was a load of great stuff covered, so enjoy. 

I’ll leave you with this ‘Keithism’: “Don’t chase yesterday’s trends. Instead, position for tomorrow’s inevitabilities.” 

Let’s MAKE it a great day and as Keith says, ‘end the week strong’. 

Hayley E (Analyst) 😀