alok: the first vision fund was a true fund. third-party money mainly from the middle east. the other vision funds are on balance sheet. the subtlety of softbank, the vc arm, to me, it's not meaningful in that context. when you read about softbank buying craft core, my understanding is that is a strategic deal and what they intend to do in conjunction with ownership of arm, remains to be seen. talking about vision, i speak, i have been out of softbank five years now so i am not an insider but in terms of what i see, first of all arm. i don't follow stocks. i will not comment on the valuation. arm is well-positioned. it has always been about blueprints for chip design. energy efficiency has always been the secret sauce. when you get to the edge of ai with apple intelligence and autonomous car's, that gets to be important. the graphcore acquisition is a signal. the company is being explicit that arm intends to be a challenge to nvidia in terms of their dominance in data centers. there is a lot of that going on. my own view of ai,