Alphabet used to be called Google. Now it's called Alphabet because they're trying to, you know, make it seem like they're into other things besides Google,. Their Google technology is now under threat from Microsoft and chat GPT. I think what happened, we had this era of the last 10, 20 years where these companies were just minting so much money, they did not know what to do with it. And there's a real question of what their business models kind of support going forward that I think candidly that they aren't reckoning with enough.

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