AI Reratings & Growth Reacceleration Add Fuel To The Real Asset Rotation | Weekly Roundup
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There is a lot of people out there whose their last experience with AI was using ChatGPT in 2023, and it hallucinated everything, and they thought it's a waste of time. And now everybody's like, oh my god. What the hell? Is this COVID two point o in terms of how it changes the world? You don't really know how these software companies are gonna get disrupted over the next couple years by Claude or Claude code or what have you, but I think we've just seen a fundamental rerating of the of the multiple.
If this is some sort of, like, technological revolution, are we the horses? Are humans the horses?
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Yeah. Almost as bull market as Austin, but it's like the
Austin's a bull market city.
The little cousin of of Austin. No. I'm just kidding. I I heard Nashville's a good time.
It's good. I missed you, Tyler. Like your shirt. Your shirt would have fit in. Your shirt would have fit in.
I I gotta say your interview with, Jared and and Tony was fantastic. Those guys are great. Wish I could have been there.
That's yeah. You got a you got a good angle on on Quinn's haircut in that. Yeah. And
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