Jordi breaks down the bear case for Neolabs: "From an investment standpoint I get it - a really elite, smart team, there's somewhat of a capped downside." "But these people are working on something like - 'These LLMs aren't really learning in real time, and I'm going to leave this lab and go work on that problem [at the Neolab].'" "Meanwhile, the lab they left is still working on that problem. And we've also seen, as different labs have different advancements, other labs can quickly just catch up. "So my question is, if a neolab raises $100 million and actually has a breakthrough, then they just have the problem of - 'Are we actually going to be able to sell this better than the labs? That will probably figure out how to do it the next two months? They have a million customers already.'"