You've seen the internet wave, you've seen the telecom wave, you've seen the SaaS cloud wave, now you've got the AI wave. 

There's been a lot of talk around AI taking over the world and killing people through the anthropic nonsense, this bubble talk, are we in a bubble, not in a bubble? 

All that aside, we are in the most massive demand curve I've ever seen in my career, where you have all these forces and the confluence of these forces. 

As someone who's been seeing the waves, what is your take on this? Because a lot of us are seeing this. Is it right? Am I crazy? What are you seeing? Well, we're seeing a tremendous opportunity to make fundamental decisions fundamentally driven, very thoughtful investments across the entire capital structure.