Rob Armstrong

So that goes straight into my pocket.

Thank you very much.

Thank you for playing the stock market.

We should talk about the demand for tech services.

So there's this whole AI story running in the background.

But all the kind of normal stuff the big companies do –

Google sells ads, Microsoft sells software, et cetera, on down the line.

Meta runs ads against social media sites.

All that part of the economy is doing well.

So while they're spending all this money on AI data centers, the big companies are earning loads of money just doing the thing big tech companies do.

So that's probably the strongest growth story

is the technology growth story.

There are exceptions here.

There's all these worries about certain software companies will get murdered by AI and et cetera, et cetera.

But the basic background in demand for digital services is very strong.

They are in the fun sponge business and have always been.

It's true.

And so the issue you just raised is the issue of sustainability.

You know, there is a case to be made that this is a bit of a sugar rush, that all this stuff can't go on forever.

You know, the oil companies are an example of this, right?