The Future of Generative AI

I feel like we're in this kind of sticky middle right now where the companies that started out super early, the ones who saw this coming, have been able to raise a lot of money. I think there's going to be a bunch of companies that are funded now that are ultimately going to find that there are a bunch of look-alikes. And so it may be that these businesses are able to build some market, but they could be overtaken by a player that comes out in three to five years. So we try not to get caught up in hype and invest in what's trendy. We're trying to invest in businesses that we think make fundamental sense ... using technology to deliver