Rory Driscoll

And I don't have that conviction yet because people who have money and conviction are saying they're going to spend.

To ground it in practicalities, the only thing you can advise people is think about a scenario plan.

Think about would you have a plan if it were to change?

Think about your funding strategy, especially if money is cheap, to make sure, going back to the Rex thing, you're really glad you raised that money in 2021, right?

All you can do is play to the current scenario, but have a plan that if the world changes, you'll know how to change and that you've raised money to be able to survive that.

I think it's a great company.

It's a perfect use case for AI.

It's one of the use cases where the general models are good, but the combination of specific relationships with Journal of New England Medicine and all that

Plus, restricting access only to medical professions.

Plus, HIPAA compliance means you've got this really nice product to allow doctors to do decision support, which is go and check online what's the recommended treatment for some obscure disease I haven't seen.

And then the obvious thing you do with that is you sell them ads.

And the obvious people to advertise to those doctors are the drug companies because they want to sell to the doctors.

So it's a perfect business.

And they've escalated to, I believe, $150 million in revenue.

So I was actually impressed that you led with the market size.

So the things that are clear here is they're the winner in the space, right?

Doximity is the old pre-GenAI competitor.

But in terms of think what doctor media mind share for doctor like things, Doximity helps you a lot with, you know, thinking about salary, thinking about job.

But I have a medical question to which I want a highly technical medical answer.

They appear to have commanding market share.