Michael Batnick
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And I don't I mean, that to me is like this is like this is why I say like, is it really a productivity boom?
Like it's not yet raising household living standards.
And I don't know how long that can continue.
There's also a measurement thing with this.
Everyone's looking at the ramp index.
I like the ramp index.
What is that even telling me?
It's like, oh, look, OpenAI is going down and everyone's using Claude now.
Okay, I don't even know what to do with that.
I would just say that if it's a genuine productivity boom,
I mean, it feels like everyone assumes that everyone's margins will expand because of this.
Ultimately, costs need to come down to households.
It sounds so good when you read it back to me.
It's good stuff.
Buy that guy's research.
It's a big spread.
You mentioned it, I think, last week, right?
I forgot about it.
I have other things on my mind.
I do listen.