Lou Whiteman

I don't really worry about this one, but I guess I'm less confident than I am with Shopify.

I do think that, look, you have all this competition plus AI, at least

On the backend, automating some of the things that go on here, I think I see maybe a bit of a crack in the foundation, but I don't see rubble.

If you make me say one or the other, I would say worth a fresh look, but I'm content to watch this play out and see how it develops here.

This is what I'm watching close.

I get the concerns.

I just think professional users, it's going to be a long time before they go to free tools or lesser tools, especially with Adobe investing and incorporating AI.

I'll admit it's not a slam dunk, but Travis, it's down, I think, it's lost a quarter of its value this year.

Again, we're in early February.

Yeah.

I don't think this is a slam dunk by any means.

I think the threat is real.

But yeah, this is one that I'm getting closer and closer to leaning into.

I'm not a big fan of this company.

I feel like that there should be better ways.

You don't like doing your taxes?

Come on.

Well, look, the IRS gets all the information.

I do feel like that, like in most civilized countries, they should be able to just kind of.

I mean, lobbying, baby.