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All right, welcome to the OK Computer Podcast. I am Dan Nathan. I'm joined again by my very good friend. He is a partner at notable capital out there on the West Coast. Jeff Richards, welcome back to the podcast. Great to be back. All right. You and I haven't done this in a little bit. I think it was late March and prior to that it was January.

So we appreciate your like quarterly schedule and you know there's always a mic and a camera for you.

You and I have so much to talk about. I think regular listeners know one of the reasons why your

pods do so well with us because we have, you know, obviously a lot of folks focused on the

public markets, but your expertise in the private markets as a long-term investor, but also a

...