Lou Whiteman

I don't know if I necessarily want to catch this right now, but I lose sleep about a lot of things, guys.

I'm not losing sleep over my Shopify shares.

It certainly is interesting, isn't it?

It's certainly worth noting.

I mean, look...

Even before the AI drama, there was a lot of competition in this sector.

It was already an uphill battle.

To their credit, they have done very well beating back the competition and establishing themselves.

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.