Nvidia: The Future of Crypto Mining

Michael Dempsey: I think what we've seen is if you have built in distribution, it can be a meaningful revenue generator. The pull forward and the problem right now is that these massive market caps are discounting that future. And at some point, you're going to have the deceleration that we started to see in 2021. Some of these companies in the public markets have not been able to get out of their own way. Michael Dempsey: It was really interesting to hear about some of the things in your portfolio, your process, and obviously shedding a little light on the public markets because you did come from the public markets.