All right. Remember like a couple days ago, it feels like we were really worried about concentration risk and then we just got all these announcements about data centers and deals between Nvidia and Open AI and AMD and Open AI. Should we still be worried about concentration risk or is AI in this trade so powerful that it's something that well we should keep in mind but just keep investing.over the long run. This is a classic capex cycle and most these capex cycles end poorly with a bare market in some cases ...

This is a really important conversation to be having, especially because on surveillance, we keep talking about the divide between public markets and the underlying economy, and it seems like it's growing in an increasingly dramatic fashion. And we keep wondering whether the economy is really struggling right now, at least by virtue of some of these labor market pictures. At the same time that you're seeing the oracles of the world do very well. Are you seeing that. Are you seeing the need for money to be a ...