Robert Kaplan

And two years from now, they're going to be a whole lot smarter.

Two years is going to be an eternity.

Yes.

But businesses will be a whole lot smarter.

Some of them are saying, I want to do more strategic merger activity to help mitigate some of the risk here.

But we're learning right now.

So anybody who tells you, I know exactly how this is going, they don't know.

The smartest people I know are in the middle of it, and they're open to learning and are not prejudging it.

Well, so a lot of our attention, because we can't avoid it, is all the CapEx and the compute infrastructure part.

Yeah.

Okay.

Then there's the adoption companies, which are extremely highly valued.

And the truth is, I have no doubt we need to create more compute.

How the adoption companies are going to shake out, I think that's where more of the uncertainty is.

And that's where the software situation, the first reaction is it's going to be disruptive.

I think the second reaction after people calm down is, but clients are going to need advice to help with the installation.

And software companies are critical of that.

So I think we're literally wrestling our way through this.

Yes, it is true a weaker dollar boosts exports.

However, we have in the United States has 39 trillion of debt on its way to 40 trillion plus.