The Story of 2022 Is a Bifurcation of Big Tech

The story of 2022 is a real bifurcation of big tech. It was no longer big tech, it was specific industries that they're catering to with technology as their preeminent business. I mean, we're seeing 93, 95% deal still get done. And also remember, if you look at Apple, given everything we saw with COVID in terms of China,. All the supply chain issues, you would be like, okay,they're going to pre-announce negative, not even a question. They already announced their date.