So tell me more.

So, yeah, I believe that...

the market has got problems on some sides.

Sorry, this is a little loud.

I just cranked that down.

On some sides, and we're moving into a world where AI is going to push forward.

And the returns on the AI investments are so high that the entire inflation, and they're actually part of the inflation.

Hi, with all the energy announcements recently, do you think this would be beneficial to drillers and service providers like Major Dillon?

Give me a little bit of a past background of Bruce Murray and how you came to today.

Okay.

Um, and I, and I love this portion of, of your podcast.

I love listening to all, all the different folks that come on and hearing where they come from as such diverse and interesting backgrounds.

We all talk about it all the time.

Once you're in the glass industry, you get, you get in and you never get out.

Right.

And you've worked with great people in your career and you've worked with family members are great people, but, uh, how was it working with Tom?

He asks, "Could I get your quest's, your guest's opinion [laughs] on Microsoft? Is it a buy at this level?"

Okay, on Microsoft.

Thanks for the call.

Um, you know, the, the email I mean, sorry.

Uh, Microsoft is one of our core holdings.

The stock has been hit hard over the past year due to this, you know, are they gonna win the AI war? Um, you know, ChatGPT is their, uh, their artificial intelligence.

Um, and they're, uh, only a, an, an, an investor in it.

... opportunities.

What do you think of Microsoft?

So Microsoft was coming off of 10 years ago, Microsoft being criticized.

They didn't move to software as a service as quickly.

They sold you, you know, Windows 3, Windows 4, Windows 5, et cetera, was the way they were doing it.

Now they've moved to totally as a SaaS model.

But Microsoft is the safest of all these companies because every single business, small business in the world, basically runs on Microsoft.

There's a couple on Google, but they've got a dominant market share.

Your view on NVIDIA?