Hi, James.

Ben, how are you?

I'm okay.

I might need your help a little bit, actually.

Oh, is that so?

Well, we're recording a day early, so it is Wednesday.

We usually record on Thursdays.

Or it is Tuesday night, I say, yes for you, Wednesday for me.

Yep.

And so this is the day I usually write my, my weekly article. And one thing that's

that, I mean, it's been a bubbling topic for, for arguably a few years now. But I think is,

is kind of bubbling up again. And that is the question, are we in a bubble? You know, there's

lots of, there's lots of inching data out there. I mean, the, the, especially I think, you know,

every time there's one of these really big ticket raises, whether it be Uber or Slack or

whatever it might be that are in the, you know, the unicorns, right?

There are 70-some unicorns, I think, worth you have a valuation of a billion dollars.

People are immediately like, blah, blah, blah, blah, blah.

I don't know.

What do you think?

That's a really good question.

I think here's what I would say.

If someone offered me an opportunity to get in on,

...