It's almost like a black hole - these two or three AI companies are sucking everything else in and spitting them out. Short term, we're narrative creatures and the gravity is a bitch right now.

You know, the early stage ones that that's why it's a head scratcher for folks who've been around for a while because the bet is that you'll escape this this massive gravity well. But if you do, there's there's 10,000,000,000 from Thrive last week and 30,000,000,000 from Andreessen. But, man, the gravity is is it's a bitch right now. I I get the analogy. It's like I think it's almost like it's a black hole in the sense of these two or three companies are sucking everything else in and spitting them out. Now, over the medium term is that massive over extrapolation? I think so. I I think there's an element of projection going on here. And, you know, a fair amount of discarding babies with bathwater.