Some of the companies will face minimal disruption from AI, some a decent amount, and some will essentially be gone from AI. Regardless of which cohort, when do you think the market will start to rerate the software companies? And how long could an uptrend go for if/when they start to recover?They've been taking a beating for well over a year now, with many names down 50-75%. Despite that, a decent portion are still growing fundamentally well, some at clips of 15-20% per year in terms of revenue, earnings, and free cash flow.