I believe in shorting SaaS if I can. That's probably what I believe in right now.

Everything is converging. Just the templates. And you guys did Lambda, you did a NeoCloud 8 years ago. That was the best time to be investing in a NeoCloud. And then now it just feels like you have the SaaSpocalypse in the public market and then a lot of early-stage companies that are getting investment are still SaaS. So, I'm curious, do you still believe in SaaS?

They got everybody. It's a murderer's row over there. At the same time, Orbital Estate said that it has obtained strategic credit lines totaling $8.4 billion from 12 major financial institutions, including the Bank of China. Are they going to build rockets with this? I mean, I don't— I don't understand why this would be so capital intensive if they're not going to fab the chips and they're not going to launch the rockets.

And the building the sandbox piece is the really hard piece. You have to put the right data in there, you have to put the right learning, objective rates, and so forth. That's, that's the piece that we live in. We build the sandboxes for the models.