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They really need to use these products.

So just focusing on the details and the business really helps you do something a little bit different than everybody else.

Look, AI and software go together.

That is becoming clearer and clearer

Look at the $250 billion market cap software companies.

They have absorbed AI and now they're selling huge agentech solutions to their customers.

We have a portfolio of about $30 billion in revenue.

Now, we're private equity, so we can react faster than other forms of governance.

All of our companies now have big AI solutions embedded in their products or identity solutions to close the loop.

And now their available markets or TAM, total available market, has doubled, tripled.

It really, really goes together.

It's not like this new thing where the corporate enterprise would completely change all of their processes, all of their technology, all of their interdependencies.

AI will create new solutions and new use cases, many of which will allow people to use technology more than they were doing before.

Look, there are so many solutions today that exist.

that allow customers to save half of the cost in many items, in supply chain, in many, many, many categories.

And right now society or companies use them 5%, 10%.

So it all takes time, but once again, it goes together.

the chairman said that he's an optimist and I'm always an optimist when you own a company you always have opportunities now you mentioned a couple of stocks great great companies now is their valuations and multiples down because there's some AI threat or are there multiples down because their growth rate has gone down

We really think it's the latter.

Investors buy numbers, they put money out, and they buy numbers.