Supply Chain Is No Longer a Cost Center

The venture capital asset class obviously has gotten a lot of attention in the broader supply chain tech ecosystem. We haven't put a ton of time into rail and intermodal but it's absolutely a critical part of the chain. Our sponsors, Excel and KKR really experienced in space previously invested in high-tech execution leader as well as true commerce pioneer Jagger A&E. And so regardless that VC shattered by all measures of pitchbook data, it's all time records last year. The big PE fund folks are going to have a big say here.