I would say it's a unique time in the history of the US economy because of the use of AI to increase gross margins and productivity. Every single entity that I've invested in now is using it because their competitors are doing it. We've never had this kind of productivity sweep through financial services and real estate and biology and pharmaceuticals. Yes, there's a lot of volatility in the market, but Trump takes his second term in a time when no one saw this tool coming. There's volatility, tariffs, wars, and I get it all. But every week I see the advancement of these tools and these companies.
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