Why AI apps will dominate over infrastructure in the next wave

On the app layer, I think the reason for a new swath of companies is is more compelling just because I think application layer, ultimately, you are not only changing the back end, you're also really changing the front end. So the way human computer interaction looks is being also completely reinvented. And if you then trace, like, a nice narrative of how we've gone, like, from the days of Oracle databases towards sort of cloud hosted SaaS to to today. I think there's just one clear and variable trend, which is augmenting human workers and their productivity and and finding better ways to do that. And, arguably,