Yeah.

I have no apps.

So for me, it's a very foreign concept anyway, but I don't know.

I think I feel a bit weird about the whole idea of s- making money off something I've been gifted, um, even if it's a friend who, you know, I think Jennifer's right.

Obviously it wouldn't matter to her, but I think I would just feel weird about that.

So if anything, I'd give them away to someone who I know would like that.

Yes

... or you're worried about landfill, surely there's someone in your life, your mum, or a friend, or an auntie, or someone who will wear those clothes.

And so what are some of those practical considerations that people might not really be aware of when it comes to transporting these cells, like you said, across country and across international borders?

Yeah.

I think people are often very surprised by how much planning goes into moving cells from one collection centre to the transplant hospital.

So when the collection is finished, the cells are packaged into a validated shipper that will safely and securely hold the cells at the required temperature for the duration of the shipment.

The shipper and the accompanying paperwork are handed over to a medical courier or a courier company and they begin their journey to the transplant hospital.

So most transport is via a commercial flight, either within Australia or to or from another country.

And the cells require prearranged screening and uplift approval, which confirms that the cells are life-saving and that they can't be x-rayed due to the risk of cell loss.

Geopolitically or I suppose climate-based as well, like it could be any number of challenges.

There's this big difference between how we're thinking about markets reacting to revenues and thinking about earnings as well, because they're looking for is this being monetized and are they seeing the gains from this so as that hyperscaler capex number keeps rising even as free cash flows starting to look like they're turning negative for me it's the market really trying to price in whether this capex is going to be rewarded and really who's going to be the big beneficiary of this and it may not be those companies that are there today Is it the ones that are spending the money? Is it the ones that are going to be the adopters of this technology? But for the here and now, it's all about how far can this CapEx story continue to go and continue to climb? So from the US equity investment team, how are they thinking about this capital investment cycle and where it goes from here?

Yeah.

And I think like the earnings number, these are big numbers we're dealing with, right? Everything's really big right now.

And it's rising, right? If you look at CapEx expectations for the hyperscalers in June 25, looking forward for 26, that figure as of now has risen over 100%.

If you're looking for capex expectations for those same companies for 27, it's risen 150%.

And it looks like we'll probably hit a trillion by 28.

So it's an awfully big number.

You know, what are we seeing in terms of the non AI part of the US equity market?

You know, let's say, you know, it sounds like, you know, you went off and slept in, slept in thr- uh, bed different beds for three months and it was fine, but if you had encountered that reaction, what would you have, how would you have responded?

I would be shocked because first of all, I think it's a very selfish response as well as petulant, as you pointed out.

Because it's he, he is the issue, and he is the reason she's not sleeping well.

Therefore, the mature response would be, "Oh, it's actually my fault, so I should actually do something about it," whether it be to stop, just stay in the lounge room-

Yeah

... scrolling on your phone, and don't come to bed until you're ready to sleep.

And be respectful of the fact that I'm already asleep.

But I think that if my, if Mike had ever responded like that, which he didn't, thank goodness, um, I probably would've just moved out and stayed out.

So how do you position yourself, uh, in relation to this?

This is very tricky, and this is, as Nelly said before, everything's amplified in this kind of situation.

So when you have, you're in a situation like this where someone is, is dying and family are around and friends are around and there's all kinds of different emotions and personalities coming together, and they're all grieving or sad, it does make everything so much worse.

But when you're kind of slightly on the outside in the fact that she's an in-law and this is h- her immediate family, it's very hard.

I don't think you can, I don't think she's in a position where she can really say anything, but the brother could.

That's kind of where I feel like that falls on him.

Fiona, to Carrie's question, is it my place to tell someone how they should do, how they should, you know, say goodbye to a dying family member?

It isn't your place technically, however, it would be very hard not to say something.

[laughs]

I mean, the mother was mortified and apologized profusely.

I did not push her out the door.

I was screaming on the inside, but I just said, "It's okay, of course.

It's a kid, and it's a dog.

You can't c-") So, you know, you obviously tape it back together when they leave and you're upset, but I feel like losing it is just very s- very extreme.

Yeah.

Maybe should've been watching them a bit closer.

Mm.

So what is their issue? How hard is it to get a lawnmower around a tree? I wouldn't have thought very hard at all.

And so this is...

I, I just, I really wanna know.

And when, yeah, they's, they're saying this, they're not gonna water it, and so it's a tree that needs a lot of water.

I just wanna know what tree it is, Simon.

Okay.

Own it, mate.

Right.

Emotional attachment, and technically it didn't really have a life.

With the woman who made it.

So she made it and then handed it over, and it then had a life with Ingrid's family.

So that's how I see it.

I see it as this object had a life with Ingrid's family, and they grew to love it and use it and pass it down, whereas with the woman who made it, their family, they didn't even know about it.

Is it really about the object, or is it about, "You're not listening to me and what my desires are"? Like, "You don't ever respect my," I don't know, "boundaries about not giving things away."

Oh, very relevant to today's episode.