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What's the Ultimate Setup for the Tech Industry?
The tech industry has performed incredibly well for a long period of time with rates in this range. Brad, when we get to the sort of macro look at this, let's assume we're in this four or five percent interest rate for some extended period of time. Let's call it a decade. What does the tech industry look like? Because it does seem if Elon does with Twitter what seems to have been leaked here correctly,. And there's a 20% riff at Facebook and we start to see people take the medicine.