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The best companies always feel expensive. If you look at like just how unique these companies are on a topline basis, I mean, we're talking about
billions of dollars of run rate growing in excess of 100% year-over-year. I don't think we've ever seen that before, right? We're talking about going from
talking about 30 to50 billion outcomes to multi-t trillion dollar outcomes in the form of SpaceX or Open AI or
Anthropic where the active sizing of market is just, at least from my experience, so imprecise that it it
borders on being a fool's errand. Ready to go. [Music]
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