Harry Stebbings

You're exactly right.

You're exactly right.

I have so much room between $2.6 trillion and even the last private round at $400 billion.

I have so much room between $2.6 trillion and even the last private round at $400 billion.

There is $1.8 trillion of value between this and the last private round.

There is $1.8 trillion of value between this and the last private round.

So, yeah, there's lots of room to adjust.

So, yeah, there's lots of room to adjust.

But I do think he was right, is that, you know, two comments.

But I do think he was right, is that, you know, two comments.

One is, yeah, my gut would be lower rather than higher six, 12 months from now.

One is, yeah, my gut would be lower rather than higher six, 12 months from now.

And I think he's also right, the short-term comment of, in the interim, there's just a lot of news that will be strong good news and strong technicals in the face of a low float, which means the short-term bet is much harder to call.

And I think he's also right, the short-term comment of, in the interim, there's just a lot of news that will be strong good news and strong technicals in the face of a low float, which means the short-term bet is much harder to call.

We can talk in a second about Cursor, where I believe Benchmark has a stake.

We can talk in a second about Cursor, where I believe Benchmark has a stake.

So I believe they just announced that's going to close.

So I believe they just announced that's going to close.

But the funny thing is, when I do the show, I always try and avoid having opinions that I don't have the courage to act on.

But the funny thing is, when I do the show, I always try and avoid having opinions that I don't have the courage to act on.