The Potential for Ai Bubble

Micheal: I think more and more people are trying to figure out what are the areas in which they can you know properly deploy hundreds of millions dollars. i'm curious about your investment portfolio how much of it centers on ai is it less than half or two thirds? Michael: About 60 percent of our portfolio falls within that area now because ai moved from a very kind of vertical specific misnomer to now being a horizontal platform. It's definitely starting we're seeing it now with the full stack of larger scale vce firms some of the growth firms.