Andrew Ross Sorkin

And I think you're starting to see a bunch of them

I don't want to say fall in line, but fall in line.

And so you're seeing some people come out with sort of more positive comments, hoping, knowing that maybe, you know, if he's the mayor, that if they're friendly early, that he'll be friendly later.

I mean, I think that's and and this is fascinating because it's by the way, this does happen on both sides of the political aisle.

Right.

It's a very interesting moment.

We need a lot of both.

I think the answer is we will look at what's happening in AI, which, by the way, I'm super excited about.

And I think it'll be like the internet.

It'll be a massive technological change.

But you'll look at the valuations of some of these companies right now and the way they're getting financed and all the debt and leverage in the system.

And you'll say, this doesn't make sense.

Look at companies that don't have enough money, are not making any money.

They're making no money today.

They're losing money.

And yet they're making massive commitments to buy data centers, to buy all sorts of things that they can't afford to buy on a hope and a prayer and a dream that this will be the future.

Some of them will be right and they will be the future and some of them will be Amazon.

But a lot won't be.

And we will look around and we will say, that was a mistake.

I kid you not.