Jason Moser

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.

But when you start talking about robotics, I think that's where that tangible example starts to make sense.

And yeah, that's probably oftentimes going to be more in the industrial side of things as opposed to the consumer commercial style of things.

At least early on.

at least early on.

You look at the obvious examples with Amazon and its Kiva acquisition, incorporating the robotics into the warehouses.

That is only becoming more and more the case where these robots are taking care of business and working alongside humans.

It's not like humans are going away.

But yeah, maybe you don't need that same-size workforce.