John Zito

And when we move big and fast like that, because we know the businesses so well, we follow them well, we have a big balance sheet to be able to commit fast.

And we do it in a way that it's because we have, we've invested in five that we're invested in all these companies for so long.

IO companies don't, they never go away.

They either get acquired, they either refinance their debt, so they're back in market every two or three years, or they file.

It's never like you do the loan and hope you're going to get paid enough in cash.

So these are companies that you follow for a long period of time.

My wife's banned me from talking about AI at dinner because I think it ruins a dinner party.

So...

We don't talk about it.

Why, because you're a doomer about it?

I'm less nihilist.

I'm more excited about it, but I want to talk about it a lot.

I think there's three segments of our business that we have to think about.

One is the aggregate data, taking tons of unstructured data and structuring it.

How do we use that in a way that's attractive?

How do we use that in a way that potentially is predictive?

Two is all the operations of a financial services company, which I think will just get better, right?

The way that just everything from custody to cash transfer, trade settlement.

Whenever you do a transaction, there's a whole host of workflow that I think will get more optimized and more efficient.

And three is the investment process.