As you think about the AI stack, where do you find the most durable value? And where do you project the most durable value to be in artificial intelligence?

Yeah, I think, you know, and I think we're so early in the journey that my own views on this have evolved.

And I continue to be surprised at how fast the landscape, you know, keeps changing.

But What has become very clear to me is that we are vastly underestimating how much demand there will be for AI products and inference in general as a result of the demand for AI products.

And if you think about what that means, I think you will see across every pillar of the stack, a ton of just macro expansion in terms of people who are using these products, adopting them, and really, really taking a bet on what kinds of transformations those enable.

The way that translates to investing, though, is slightly different.

So zooming out, I would say that every one of these sectors will grow a lot.

Yeah, that's