Zaid

They also said something similar.

They're seeing record orders.

So we're seeing the signs that like there's no slowdown in the investment.

But I think you make a fantastic point about like investors are going to have to be patient.

Now, this is not like a short term play.

The payoff might not happen for maybe half a decade.

And so that's something different that the investors aren't used to.

Do you feel like these software companies, these SaaS companies are just cooked now because of the rise of AI?

And we're seeing it, the SaaS valuations are just getting wrecked right now.

Whereas I think you said in your YouTube video that you posted last week that you believe that software will see, what, a 19% growth?

But you think that's going to be coming from the private AI companies and not the public software companies?

Yeah, and I wonder if that's where the power laws dominate in the industry, where the bigger companies are going to end up probably just taking the lion's share of the market, whereas the smaller companies might struggle.

And so that's going to be interesting to see how that plays out.

I do want to pivot a little bit and talk about Tesla.

It's one of your highest conviction plays.

Yes.

What what struck out to me was in the report, you talked about how the emergence of robotics and AI and robo taxis and energy storage.

And so like when I hear those words, I'm like, well, that sounds like Tesla.

That sounds like that sounds like Tesla is like primed to take advantage of all these all these ideas.

So can you talk more about like your your conviction in Tesla and how where where you see Tesla going in the next three to four to five years?