More on that later. Let's move on though on this and uh focus on those AI stocks amid some warnings from investors at least that AI spending is maybe getting out of hand. Ken Griffin saying for example to Sarah last week that right now there are echoes of the dot bubble and David Einhorn saying quote the numbers that are being thrown around are so extreme that it's really hard to understand them.Feel like I've said something similar to that as well. Joining us now is Byron Deer of Bessemer Venture Partners. ...