So how exactly do you deal with uncertainty in that instant as an investor?

It's definitely complicated and it's very situation specific, I would say.

If I think about the pockets of uncertainty right now, everyone talks about the Inflation Reduction Act and where that's going to end up as part of the tax package.

We really care about something like solar and where solar ends up.

We don't think as much about the hydrogen side or the carbon capture side or wind.

We don't really invest much around wind.

And so for us, related to the IRA, it's very much about solar.

Yeah, can you give me examples of companies that you find are using AI to try and deal with climate change?

So can you tell us a little bit about that and perhaps what other unexpected sectors are now emerging as key players in the decarbonization effort?

I think it's a really important point that you raise because something that happens a lot in the climate space is greenwashing, right? Where people spin stuff as being green or being climate friendly, and it might not really be.

And so I think For an investor like us, where we specifically, everything we invest in has to have a climate tie, it's really important to have a framework around how you go quantify that and say, you know, what is the impact of this solution? How is it benefiting either emissions reduction or adaptation to extreme weather? And make sure you can actually quantify that to show that it's actually a solution.

It's not, you know, the spinning greenwashing.

And when you actually go through the process and do that, you find things that most people don't think of as being, you know, everyone always thinks, what's a climate solution ever? Oh, renewables and electric vehicles and batteries and carbon capture.

And everyone thinks of the obvious areas.

But if you look at everything the world does, you know, there's opportunities across the board to do that more efficiently.

Meanwhile, everything around compute