james fishback is with us.ou were macro investing at greenback capital in level with your focus on all the ways in which he could get long ai, is it about smaller companies or bigger companies? james: it is a real pleasure to be here. to his point, my name is fishback. i am the goldfish in this equation. i am trying to figure that out but the way to look at this is to look at some of the companies that have the best balance sheets, the best markets and existing user workflows and ecosystems and monetize all of that. at the risk up sounding like ge -- steve jobs -- at the risk of sounding like steve jobs, the types of companies are -- that you want to look at are the hyper scalars combat amplifiers of the technology that can deploy a duty existing users and devices and the innovators, those either developing or deploying those developing. these are not three separate companies in many cases. they are one company in several cases. microsoft is one of them and google and amazon or others as well. it is a unique op