Themes of AI Growth

A lot of this growth we've seen in video is investors playing in air quotes like a theme of AI. Do you think investors just see this as like the only pure play AI situation? I mean, there are investors that will invest like with themes in mind. But it has both parts. It doesn't earn a sufficient earnings yield. And then it also has to grow really fast to get to the point where it would. The last 10 years did something like 24% a year for those companies. There's a pretty simple way of doing this. We could go down. What's E, V to E, but all of these numbers are about 10 times too high, right?