[
  {
    "i": 0,
    "speaker": "Speaker 1",
    "text": "So one thing I think you should not do now is start doing things differently. Because when people change how they operate, it shows that they're in a crisis. And obviously, it wasn't a good day."
  },
  {
    "i": 1,
    "speaker": "Speaker 1",
    "text": "But there's a difference between market movement, portfolio management versus repudiating your underlying worldview and your underlying long-term thesis. And so a couple of thoughts on my end is like, one, going direct doesn't mean you just have to tweet into the void or to the public."
  },
  {
    "i": 2,
    "speaker": "Speaker 1",
    "text": "Going direct can mean picking up the phone and calling your LPs. And the people that matter to him most today and always are the LPs. So if he can call the LPs, or if he already has, and make sure they understand two things."
  },
  {
    "i": 3,
    "speaker": "Speaker 1",
    "text": "One, that day-to-day market movement and portfolio management, even in pretty extraordinary circumstances, don't change the underlying thesis and worldview. And that his vision for what happens in AI still stands. That's one."
  },
  {
    "i": 4,
    "speaker": "Speaker 1",
    "text": "And two, is that he... He has this kind of hidden jewel of his portfolio in private companies. This is an unusual thing that he does that he has access to. And that what is happening in the public market is actually the peripheral padding around this really interesting core of his private investments."
  },
  {
    "i": 5,
    "speaker": "Speaker 1",
    "text": "Now, people know about Anthropic, but he has all these other private investments that are super interesting that haven't even really hit their peak at all. And so if his employees and LPs know these two things... Then I think it's like weather the storm for a little bit."
  },
  {
    "i": 6,
    "speaker": "Speaker 1",
    "text": "And then come back, and two weeks later, some other thing will happen, and people will be like, he's the goat again."
  },
  {
    "i": 7,
    "speaker": "Speaker 2",
    "text": "Shopify. Whether you're starting your entrepreneurial journey or you're an established brand, strategy is the platform that can support your business every step of the way."
  },
  {
    "i": 8,
    "speaker": "Speaker 2",
    "text": "Strategy lets anyone sell in seconds online, in-store, on mobile, on social, on marketplaces, and now even with AI agents."
  }
]