The Evolution of Business Models

As an investor, you have to be nimble. You have to have like an open mind and realize that things are changing. And now I think AI could be one of those other major sea changes where business models turning on human beings doing road tasks probably is not the future. So a big part of what we do is trying to figure out where we don't want to invest and what's going to be dislocated by ubiquitous broadband back in 2005, 6'7". And now AI with the rate of sophistication of that technology.