Anthony Pompliano

And so I think you're going to see weightings in this go up.

And if there's one really positive sign, having attended so many events, your events, Digital Asset Summit this week,

The community's not very optimistic from the retail side.

From the entrepreneur side, there's a lot of buzz still going on.

So let's separate software and let's talk about the AI startups.

And you brought up a good point to me.

And if we go through what we've talked about, you and I have both talked about the insane ability for AI startups to ramp.

Yep.

Like just go from zero to 100 million AR very quickly.

So cool.

But now you're starting, you're personally, because you're involved with a lot of these companies, it's just the nature of who you are and what you get involved with.

And now you're starting to see that the competition comes so quickly as well.

So it's very, very hard for two sets of like a VC portfolio.

On the one side, they have all these SaaS companies that they invested in 2022, which are now under the public company destruction.

At the same time,

You have this other cohort where they're making investments in companies.

And all of a sudden, and I mentioned this with Cursor, I haven't touched Cursor or Replit since Claude Code entered my life.

I literally just canceled the subscriptions to both.

Come on.

But you start to see the- Amjad, let's go.