Lou Whiteman

the fact that they're down for a few months, you know, maybe that is just kind of us normalizing.

But there is, I mean, look, just look at OpenAI the last month.

They've introduced things, they've dropped things.

I think that as we are seeing that, I mean, it's good that these companies are trying to focus on where can we make money, especially the ones like OpenAI that are

going from zero to try to do it.

But I also think it is more, we are introduced into the conversation, the idea of will this make money or how are you going to make money?

Seeing things fail kind of makes that a big red underlined, it might not just work out.

So maybe there is just a little more of like, like Andy said, the show me, or maybe it's, maybe we're just a little more grounded as we look at this instead of just anything and everything is good.

Yeah, almost inevitably.

And I agree.

And it's hard to imagine any of these as really the quote unquote losers.

I mean, they are so good.

And so many of these companies are in so many places.

I don't think it's existential threat, but

If everybody's a winner this time, it will be the first time, right?

So I do think that like part of this is just kind of trying to think in those terms, like who is maybe, again, I don't think Microsoft is going to go to zero if they happen to be a loser, but there will be relative winners and losers here.

I don't think any of us know the answer to that, but I think maybe what we're seeing is just that these discussions trying to happen instead of yes, just go.

So we're going to start with Elon, right?

We got one, right?

There was Carlos Slim briefly.