Jason Moser

But I think it just makes you think of things through the appropriate time lens.

If you can conceptualize data centers in space, then I think you can sort of conceptualize the idea that absolutely renewals are going to be the way.

We'll connect after the show.

You're a little younger than I am, so maybe if we partner up, you can be there to watch and succeed eventually.

Jason?

I agree with Lou on the immovable object.

For as many great and innovative companies there are out there trying to help reshape the health landscape and utilize technology, I think they're more of a feature.

They're an add-on to this immovable object that is our healthcare system.

And so, I think of companies, I mean, look, you guys know, I've always talked about Teladoc being a wonderful service.

We've used it so many times just in our household.

Travis, you mentioned having kids.

We had stretches where they were taking care of pink-eyed situations, and we never had to leave the house.

And that was just really convenient.

But ultimately, we've seen these companies

have some difficulty making that leap into the next level of the healthcare system.

I think we're seeing what HIMS and HERS is doing.

The market clearly has a lot of enthusiasm for that company day.

Again, I think they're features of this broader healthcare system.

I'll share that several months back, I actually bought shares of UnitedHealth just when the stock was tanking because I view that as one of those companies that

Essentially, and I don't want to jinx it, it just feels too big to fail.