hillel: that is a super relevant question.um cycle of 2020 to 2022, where prices were really high, lots of investors were investing in technology. that's corrected. then ai comes along, and it is creating another level of hype. our view is we need to be investing in good businesses, good management teams, good strategies at the right pricing. we don't have fomo style investing. we are not trying to find the next unicorn, not trying to find the next big thing. we believe just sticking to rational investing is the right way to be successful in this category. that being said, ai israel, ai is, in our view, the next platform shift, post mobile, post internet, but we are at that particular point in the market where the reality needs to catch up a little bit with the hype out there. you are seeing that in the market in general with huge investment going into infrastructure, into llm's, and the limited commercial value there. it will happen but will take time. caroline: -- ed: it's a euro denominated fund and you are in london. expla