🔴 [E428] Disagrees with Jordi Visser's view that large enterprises are structurally limited and unable to adopt AI.

🟢 [E1483] Agree with Jordi Visser that private credit concerns are overblown creating a buying opportunity.

🔴 [E611] Disagrees with Jordi Visser's view that large enterprises are structurally limited in AI adoption. Enterprise adoption will happen fairly quickly. RIF (Reductions in Force) will be used as a forcing function - workforce is reduced FIRST, then AI adoption is forced. This is opposite to the mainstream narrative that AI causes layoffs. Jack Dorsey's 40% RIF demonstrates this pattern.