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I think one way to look at where we are today is that we're in basically ZIRP 2.0, where it's not the U.S. government providing free cash but rather the platform funds. There'll be a time where that low cost of capital and the availability of it will slow down. The catalyst might be the circular economy around data centers and compute getting dented by a correction in the public or credit markets. Similar to 2022 and what followed would be the same story, where companies have to focus not on growth at all costs, but on getting to profitability. Given that compute and energy are constraints, the pricing power for inputs will be held by those companies and not by the end users (i.e., the startups), so it will be a more challenging period for these companies to get to profitability. Of course, if there is a large and significant correction in the public equity and credit markets, corporates spending on AI may also pull back materially.