we spoke with helen dixon.take on meta platform, the fine, and even regulation that could be coming down the pike. >> there's actually will awhole suite of regulation that's been implemented in the eu in addition to the markets last that will regulate gatekeepers like google. i think there's a lot of kerp that it was going to be the start and finish and noocter are more specific laws looking to target more specific risks like the risks that may arise in certain implementation of artificial intelligence. >> we talk about the breadth of the market it's linked to ai. is regulation a headwind that you're very concerned about? does that change your investment thesis at all? >> you have a very adversarial regulatory environmental companies have generally learned to live with that in terms of it it will give them guidance and reflection ai is a good thing the other regulation is worrisome. the companies have learned to navigate through that. our concern that the mega tech is going to slow down, it's not so much about