Tracy Alloway

Yes.

But always interesting having Brad on.

And I do think he approaches, he seems to approach M&A a little bit differently to a lot of other people.

Well, it's interesting to think about like...

One thing I really have come to appreciate talking with him is the degree to which like, he mentioned he's done over 500 deals.

So it's like, what is he, what are you really good at at your company?

For him, the thing that he really is into is buying other companies, right?

Like you get the impression that there are like companies where it's like, okay, the main thing that we do is we sell roofing materials and from time to time we might make an acquisition.

But it's also pretty clear that from his perspective, like the acquisition process is part of the sort of the core competency of any business that he actually runs, which I find to be pretty interesting.

Yeah, absolutely.

And the other thing that that was interesting about that conversation is that AI build out.

And the idea that like, OK, at the moment, data centers might be, I think you said, single percentage of top builds business, but growing very quickly.

And so you could see the potential there.

And also like the idea, we just talked about it a little bit, but I've never been a CEO of a really big company, but I've managed at times smaller teams within a company.

And like one of the trickiest things is like having like true visibility into the operation, you know, et cetera.

And I know, you know.

And so thinking about AI, it's like, okay, the CEO can see everything to some extent, summarized, structured in some way at a level that's different.

It'd be interesting to talk more with someone just about how being a CEO, having line of sight into your own business is changing in the world of AI note-taking and stuff like that.

Yeah.

Yeah.