The Third Inch of the Software Market

To say that there are no signs of it right now is sort of like being delusional right. The reason that we're going to melt up is there's nothing else to do man. Like I don't know if you're investing assets right now. You just don't know where you put your money and I can totally see the risk out there but I guess you could go super long duration bonds. But like I view a lot of these software stories specifically fang like let's talk about the cash flowing growing software companies or you know digital companies. There is something to it.