Jason Moser

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.

It is so big and so integral to our healthcare system.

Rather than it going away, yeah, it's going to have to be a part of how we reshape it.

But to me, between the dividend and the depressed stock price, I thought, well, hey, there's an opportunity for a little healthcare exposure with one of the top dogs in space.

I think with AI, the conversation we're having with a lot of us today at least is, with these absurd amounts of money that are being invested in AI, what does AI mean?

That's a very broad term.

Understanding physical, tangible examples of what AI can do for us in our life, it's just not always so clear how companies are ultimately going to be able to monetize that.