🟢 [E787] Agrees with Jordi Visser that private credit concerns are overblown, creating a buying opportunity. Also notes that 'private equity' and 'private credit' are not the same thing and cannot be used interchangeably.

🔴 [E770] Disagrees with Jordi Visser that large enterprises are structurally limited in AI adoption. Enterprise adoption will happen fairly quickly. RIF drives AI adoption, not the other way around — Jack Dorsey's 40% RIF demonstrates this.