Nico Rosberg

Well, first of all, the speed of innovation here at the moment feels like it's even faster than driving a Formula One car.

It's pretty incredible, pretty scary at times even, because especially, I mean, it's Anthropic who's leading the charge at the moment and disrupting one vertical after another.

So, yeah, I mean, it's impressive and exciting.

Nevertheless, I think the value creation is going to be insane.

So you cannot sit on the sidelines.

You need to get involved.

You need to invest, be part of it.

But yeah, I mean, interesting times.

I was with a startup last night, and they said to me, whoa, we've just reduced our spend on all observability tools because now we have our built agents with cloud code who do the observability in an automated way for us.

So that was another example of another space that Anthropic created.

broke into just recently.

That's kind of in the last days, you know, these things have been happening.

And it's very difficult to predict how far this is going to go, you know, and how much of the value Anthropic and the other frontier models are going to capture with time.

Very, very important is always you have to diversify.

That's essential.

Not only diversify across sectors, but also across time.

So you do have to plan to deploy capital across time into the private markets, and that's what we're trying to do.

This is not going to be a straight upward trajectory here.

It's going to be a very, very bumpy ride.

That's almost guaranteed with the pace of this innovation.