The Biggest Risk That's Not Priced in Right Now

I think the market is sensitive to yield spiking from here. I suspect if fiscal policy remains a commutative, it won't be a huge crisis. It's when they try to tighten fiscal policy that everything will break simultaneously. So we're buying ourselves some time until that, but we will consider ourselves warned. We'll do a town hall on RV 2.0 tomorrow with Raoul and Christopher from our AI team. Be sure to join us for that.