Joe Weisenthal

The sort of power law domination of a few mega companies and sort of whether it's consolidated.

The winner take all-ness or the winner take most-ness of the industry.

I would add that as a mega trend.

And I would say that connects to this episode.

Random data that exists somewhere, they need to have it as part of a data lake or whatever so that the AI model knows about it.

Exactly.

I know you were saying, what was it, a polite... You didn't push back, but a polite nuance or something like that.

But one could say that...

the ability to provide a better value proposition is itself a function of size in many instances, because the larger have the full suite, the whole menu, right?

So even there, there's like a nuance upon a nuance.

Yeah, that's not good.

We had a pre-call and I said that I've been in this business a long time.

We had a pre-call with Rob like several weeks ago.

I said Blackstone.

And then like I could tell there was like a silence.

I said the wrong thing.

He's heard it all before.

We really do need like five hours.

I know.

Kind of a tangent.