And when that happened, everything changed.

Amen.

Amen.

Mark? Hi, yeah.

My name's Mark Lehman.

Oh, man, my life has been a crazy ride.

I haven't always served God.

like, man, I've got to

Are those gonna be the two big silos other than tech?

Well, we were fortunate to be on Lincoln.

I happen to know the CEO quite well, so that was a terrific performance.

I think it's even wider than that.

I think there's some tech adjacencies that people will see, and, and, and I've said this for some time.

Uh, five years ago, you raised money, you went through your whole presentation, y- you got money.

Today, every company will have an AI slide on their presentation.

What about that?

What do you think's changing?

I, I think it is still the most important company in the world.

It shows because it really does power ...

It's the fuel for the, uh, AI and fuel for corporate America right now.

Um, I think part of it is just the bigger they are a little bit is, is sort of the messaging here.

You've talked a little bit about the broadening of the chip market and what Intel, uh, and AMD have done.

As it relates to Intel, um, i- it may, the stock may have doubled in the last few months, but it's still relative to that market cap.

What's gone wrong at OpenAI?

I'm speaking as an amateur, this boom?

It, it, it's...

I hate to say it 'cause the stocks have moved so much, but it's early.

And, and, and Meta is a perfect example of that.

Some of the things that they're starting to work on and starting to see are, are showing in the numbers.

But it's really just the beginning.

And, and I'll give you one example, Tom.

... are we gonna see a, a greater, at the margin, cash commitment into Silicon Valley?