she is now standing by with steve kraus.o has invested in notable names like shopify and bright health. over to you. annmarie: --kailey: thank you. you obviously focused on health care and bio companies in particular paired you put out a piece back in 2020, "the 10 laws in health care." health care as a whole may be trillions and trillions of dollars in value, but is just a bunch of submarkets that are just a couple billion dollars that it is divided into. steve: health care is the largest market in our economy. but it is literally 400 large, large markets. we are really interested right now in health care service companies. we are in the early innings of the transformation of the care delivery and payment system of health care. partly because this industry has only been digitized for a little over 10 years, which is pretty amazing to think about, given that it is the largest industry in our country. think there is massive opportunity to deliver care virtually, and a better way for patients, with more quality and cost. kaile