this to me going up, this is a problem for Coreweave. Coreweave might be in trouble then, but we have no idea what's going to happen. If interest rates go down, it's not a problem for them. If the cost of memory and everything goes down to building a data center, but the compute demand stays high, you can have massive endless compute demand. And as Jim Chanos has showed, it may not be a good equity business. It doesn't mean it's going to zero. It doesn't mean we're going to have an unwind. Here's a chart of the S&P, again, sitting near the all-time highs.
If interest rates go down, it's not a problem for them.