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Dave Zilberman shared thisNice job LlamaIndex, frontier of document intelligenceDave Zilberman shared thisScanned documents are especially tricky. Every extraction system we tested broke, but each one broke somewhere different. When we released ExtractBench this week, one of the axes we scored was perception: can a system read a document that wasn't born digital? Because the documents that matter often weren't. Our corpus includes Texas Railroad Commission filings going back to the 1950s, hand-completed tax forms (1040s, W-2s, K-1s), and 38 documents we deliberately degraded with a fixed library of scan recipes — photocopier tone curves, fax thresholding, sensor noise, aging, dust, shadowed copying. What we found is that perception failures aren't uniform. They're blind spots, and every system has its own. 💡 Codex (GPT-5.5) handles scans and handwriting above 93%, then drops to ~80% F1 the moment a page is rotated or captured as an image 💡 Specialized APIs shows the exact inverse: 90%+ on rotation and handwriting, but falls to 81% on scanned pages. 💡 General-purpose VLMs lose 15+ points as soon as real paper gets involved — Gemini 3.5 Flash goes from 88.6% on image captures to 71.1% on scans. GPT-5.4 Nano lands at 69.1%. That's the trap for anyone building document pipelines: you benchmark on your clean PDFs, pick a winner, and then production sends you a shadowed photocopy of a 1953 regulatory filing. Agentic Plus, our new Extract tier on the LlamaParse Platform, was the only system with no blind spot across all three: ✅️ 95.9% on rotated/image-only ✅️ 93.9% on scans ✅️ 93.8% on handwriting — a spread of about two points, where everyone else swings by ten or more. Full breakdown of where each system stops seeing, in the video. Learn more about ExtractBench below👇 Blog: https://lnkd.in/gNm97fXp Paper: https://lnkd.in/euAfScWx
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Dave Zilberman shared thisLlamaIndex just launched the most comprehensive benchmark for evaluating information extraction from complex enterprise documents with ExtractBench. As agents increasingly work autonomously with complex, real-world information, LlamaIndex is raising the bar for reliability with a 100% deterministic and reproducible evaluation framework. The company's new Agentic Plus tier reaches 95.6% value accuracy at a fraction of the cost of the closest peer. Jerry Liu and the LlamaIndex are giving the broader AI community a valuable resource for information extraction. Congrats!Dave Zilberman shared thisIntroducing ExtractBench, the most comprehensive benchmark for information extraction from complex enterprise documents. The latest models are pushing the frontier of coding and knowledge work, but surprisingly they still struggle on complex doc extraction tasks in production. A well-tuned extractor must parse multi-page filings without dropping rows, emit exact spatial citations for auditability, and handle messy scans. Also they must do all of this at a viable per-page cost so that you can scale this to millions of docs in production (you can’t be paying upwards of $1 in tokens per page!) Existing extraction benchmarks fall short: they are not large/diverse enough in document domain (finance, energy, gov, auto), elements (long records, scans, grounding), and schemas. So our applied research team built ExtractBench. We evaluated 14 systems: frontier VLMs, coding agents, and specialized extraction APIs, against 370 enterprise documents: 4,869 pages, 67 document types. Our biggest finding 🧪: Short documents mask critical system flaws. On files past 50 pages, commercial VLMs collapse below 35% recall due to silent list truncation. They hold high precision, but lose output attention and drop most of the table rows. ExtractBench evaluates value accuracy, long-record completeness, spatial grounding, and per-page cost with zero LLM judges. It is 100% deterministic and reproducible. In tandem with ExtractBench, we’re also introducing 𝗔𝗴𝗲𝗻𝘁𝗶𝗰 𝗣𝗹𝘂𝘀, a new Extract tier in LlamaParse that debuts at #1 on the leaderboard: 95.6% value accuracy, at less than a third the cost of the closest peer. Explore the findings, download the dataset, or run the harness: Blog: https://lnkd.in/gwtFxua6 GitHub: https://lnkd.in/gfc2BdCX HuggingFace: https://lnkd.in/gcEQv5fY We will be actively evolving both our extraction benchmark as well as our extraction harness over time. If you check out either ExtractBench or LlamaParse, let us know your feedback!
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Dave Zilberman shared thisI had the pleasure of chatting with The Wall Street Journal’s Steve Rosenbush about how enterprise companies can define a meaningful return on AI. We also happen to appreciate the #Binghamton spiedie... Through the Norwest Operator Collective, a community of 90+ CIOs, CISOs and other senior technology leaders, I get to hear how Fortune 500 companies are moving beyond AI experimentation and how they’re navigating hot issues like token spend, orchestration, security, and more. Steve and I discuss more on these topics in today’s WSJ CIO Journal newsletter: https://lnkd.in/g4BDJPR6“Enterprises don’t really today report on AI spend. But they will. They absolutely will,” Norwest’s Dave Zilberman says.“Enterprises don’t really today report on AI spend. But they will. They absolutely will,” Norwest’s Dave Zilberman says.
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Dave Zilberman shared thisExcited to welcome Zenity to the Norwest family. Agentic enterprise transformation relies on Zenity to ensure observability, security and compliance. Great job Assaf Harel nurturing the partnershipDave Zilberman shared thisToday, we're excited to share that Norwest is leading Zenity's $125 million Series C to secure AI agents everywhere, with participation from Qumra Capital, SoftBank Investment Advisers Vision Fund 2, Hitachi Ventures, and LG Technology Ventures, alongside existing investors Vertex Ventures US, Third Point LLC, DTCP, and Intel Capital. Across enterprise organizations, employees are building and deploying agents through various platforms that security teams never had the chance to review or inventory for permissions. AI adoption is outpacing governance and AI agents are changing the nature of risk entirely. We believe this is the defining security problem of the agentic era: the agent is the new perimeter, and the perimeter needs a platform of its own. We’ve been following Zenity since its early days and have seen them pioneer AI agent security before the category had a name. The platform understands an agent’s intent and enforces hard boundaries in real time, allowing, modifying, or blocking actions before they occur. Co-Founders Ben Kliger and Michael Bargury founded Zenity on an insight they earned at Microsoft: tools that let anyone build automations, which now includes agents, created a governance gap no incumbent would close. They built for it before the category existed, and the market came to them. Trusted by leading Fortune 500 companies, Zenity enables some of the world’s largest enterprises across highly regulated industries. We’re excited to partner with Ben, Michael, and the entire Zenity team as they continue to shape the future of AI agent security. Read more on our partnership with Zenity from Assaf Harel: https://norwest.co/zenity
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Dave Zilberman shared thisVerifiable Workflows > Durable Workflows If a workflow isn't verifiable, who knows if it's durable... Diagrid 🔥Dave Zilberman shared thisDurable execution is now Agentic: introducing Diagrid Catalyst 2.0. Most agent frameworks have no built-in way to guarantee a long-running workflow recovers and finishes when something breaks. Work is lost, tokens burn, and someone has to step in. Now teams can make their existing agent workflows resilient to failure, without re-architecting how those agents are built. Agents automatically resume from the exact point of failure. Every step of that execution can also be cryptographically signed and traced back to its source, so agent workflows are verifiable as well as durable. It brings durable and verifiable execution to the AI frameworks developers already use: LangGraph, Microsoft Agent Framework, Google Agent Development Kit (ADK), AWS Strands, OpenAI Agents SDK, CrewAI, and more. Keep the framework you build on. Add a Diagrid code package, gain durable workflows immediately. Read the release 👇 https://hubs.ly/Q04q_4qV0 #AIAgents #DurableExecution #PlatformEngineering #LLMOps #DiagridCatalyst
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Dave Zilberman shared thisFortune favors the bold… TursoThe most trusted code on Earth is being rewritten in RustThe most trusted code on Earth is being rewritten in Rust
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Dave Zilberman shared thisVery cool week for LlamaIndex as they launch an outdoor campaign in San Francisco, join the Snowflake Summit and co-host a fintech leaders dinner at Taksim - Jerry Liu and team have been busy. As AI becomes more embedded in finance workflows, enterprises need the best document platform for agentic knowledge work. Grateful to host dinner alongside David Glaser and the Norwest team, and appreciate everyone who joined us.
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Dave Zilberman reposted thisGood retrieval starts with good parsing, and good parsing starts with good inputs. That’s why LlamaIndex is hyper-focused on parsing PDFs. CEO and co-founder Jerry Liu and the LlamaIndex team are turning messy files into clean context for AI agents, unlocking enterprise data stored in PDFs, spreadsheets, and slide decks. So much fun seeing these billboards around the city!Dave Zilberman reposted thisWe Parse PDFs We spent 7 figures to put this on billboards throughout SF. I thought long and hard about putting something more creative and whimsical. But then you wouldn’t know what we do. AI agents (and humans) are consuming exponentially more documents as they do real work. They need the best quality document parser to not output garbage on downstream tasks. This is what we do today as a company. If you have any PDFs (or other documents), we parse them :) If you’re around SF in June for one of the following events, come stop by our booths: ✅ Snowflake Summit (this week, Booth 1123) ✅ Databricks Data+AI Summit (June 15-18, Booth 137) ✅ AI Engineer World Fair(June 29-July 2, Booth L-G47) You can find us by the same sign we put on our billboards! We Parse PDFs LlamaIndex
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Dave Zilberman shared thisGeneralist AI is on a mission to make general-purpose robots a reality. Today, we’re proud to announce Norwest’s participation in the company’s $400M funding round. Millions of robots are operating in the world today and billions more are coming - whether it’s a humanoid in the home, a robotic arm on a factory floor, a mobile robot in a warehouse, or an autonomous system in space. Generalist AI is working toward this future by building embodied foundation models with a focus on dexterity. This requires advancing the frontiers of data, models, and hardware, to enable robots to intelligently interact with the physical world. There is no better team of co-founders to bring this mission to fruition. CEO Pete Florence previously led physical AI and vision language action model research at Google DeepMind. Chief Scientist Andy Zeng co-authored foundational research papers PaLM-E and RT-2, and CTO Andrew Barry built Atlas, Spot, and Stretch at Boston Dynamics. David Glaser, Nikhil Goel and I are proud to partner with Pete, Andy, Andrew, and the Generalist AI team. https://lnkd.in/ggbbAYyBAccelerating the Next Phase of Physical AI - Generalist AIAccelerating the Next Phase of Physical AI - Generalist AI
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Dave Zilberman liked thisDave Zilberman liked thisFor the past 30 years, my father has spent almost every Friday afternoon in the same place: Tel Aviv’s Drum Beach. It is a place that perhaps could only exist in Israel. Yet amid the headlines that dominate coverage of my homeland, I suspect its story will surprise you. As my dad approached his 80th birthday, I began thinking about how to capture this extraordinary part of his life. I reached out to my favorite Israeli journalist and storyteller, Yigal Mosko of Channel 12 News. Yigal was skeptical. What story could possibly be hiding there in plain sight, right under everyone’s noses? Surely, this annoying Israeli expat was simply trying to get his father on television for a milestone birthday. What he found was something much bigger. The film shows why my father counts down the days until Friday - and how some of Israel’s most unlikely contrasts can coexist and create something beautiful. Engineers and lawyers play alongside people living on society’s margins; Jews alongside Arabs; migrant workers alongside native-born Israelis; parents, veterans (including some carrying the wounds of PTSD), recovering addicts, tourists, and passersby. Every Friday, the circle gathers - summer or winter, peace or wartime. Sometimes its soundtrack is the crashing waves and a cool Mediterranean breeze; sometimes it is sirens and rockets from Gaza or Iran. They barely speak - over the drums, that would be nearly impossible. And even after decades together, many still know almost nothing about one another. The music can be noisy, messy, and out of sync. Then, almost inexplicably, the individual patterns find one another and become something whole. No one asks where you came from, what you believe, or what you do for a living. The only question is whether you are willing to contribute - a voice, a rhythm, or a dance. As someone who has spent much of his career building teams, the lesson I take away is that harmony does not require everyone to play the same beat. It requires us to listen, respond, and make room for the beats of others. I translated and subtitled this beautiful story so that more people could experience the community that has meant so much to my father and has quietly shaped how I understand belonging. https://lnkd.in/gKUjuiGgYigal Mosko - Tel Aviv's Drum Circle 2026 (Captioned)Yigal Mosko - Tel Aviv's Drum Circle 2026 (Captioned)
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Dave Zilberman liked thisDave Zilberman liked thisHeading to ServiceNow World Forum New York this September? Join us the night before for something different. xtype and Chief Wine Officer are hosting "Who Changed That?" — a small, candid executive dinner on governing your ServiceNow estate before AI raises the stakes. Great food, great wine, and a room full of peers who've faced the same audit questions you have. Wednesday, September 9 Gabriel Kreuther, New York 6:30 PM ET Seats are limited and by invitation, so comment to request one. #ITLeadership #governance #AI #AutomatedGovernance #AuditReadiness #xtype #servicenow #Compliance
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Dave Zilberman liked thisDave Zilberman liked thisConcurrent writes are the thing everyone runs into eventually with SQLite: twenty checkout requests come in at once, and you start seeing "database is locked" errors. The usual fix is retry logic with exponential backoff and jitter, which works but adds complexity you shouldn't need. I wrote up how we solved this in Turso with BEGIN CONCURRENT, an MVCC implementation that replaces SQLite's single-writer lock with row-level conflict detection at commit time, instead of blocking at the start of a transaction. A few things worth calling out: Row-level, not page-level. SQLite's own experimental CONCURRENT branch detects conflicts at the page level, so unrelated rows sharing a B-tree page trigger false conflicts and unnecessary retries. We do it at the row level instead. The numbers: 4x faster throughput than SQLite at 8 threads with 1ms of compute per transaction, and still 16% faster even with zero compute time. It's not a free lunch. If your workload is writing to the same hot row from many threads (a shared counter, a global timestamp), you'll still hit conflicts. That's correct ACID behavior, not a bug. Shard the counter or accept the retry cost. If you're building anything with concurrent writes on SQLite, or thinking about it, this is worth a read: https://lnkd.in/gBdAsdsS #SQLite #AI #DatabaseEngineering #MVCCConcurrent Writes in Practice: Building High-Throughput Apps with Turso's MVCCConcurrent Writes in Practice: Building High-Throughput Apps with Turso's MVCC
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Dave Zilberman liked this"Great companies are bought, not sold.” I’ve heard this more times than I can count and I don’t fully agree. In my experience, great companies ARE sold – deliberately, thoughtfully, and often after years of preparation and relationship building. Karina Avalani and I outlined some of the key steps for identifying and building relationships with potential acquirers in our blog. Read the full analysis: https://lnkd.in/gzciNHXUDave Zilberman liked thisWhat looks like an overnight acquisition is often the result of years of groundwork between founders, strategic buyers, investors, and operators. Relationships are the underpinning of all transactions, but the public rarely gets to see that part of the story. Principal, Head of M&A Laura Boyd and Associate Karina Avalani's analysis of $1B+ U.S. and Canadian software acquisitions in Q1 2026 found that 76% involved a pre-existing, publicly disclosed relationship between the company and its eventual acquirer. That data mirrors what they experience as career M&A bankers. Swipe for their advice and recommended steps for founders and companies to lay the foundation for a successful M&A outcome 👉 Read more from Norwest's M&A and capital markets team: https://lnkd.in/ecr8NvD4
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Dave Zilberman liked thisDave Zilberman liked thisExcited to share that Zachary Rubin, Technology leader at Johnson & Johnson, is joining us as guest speaker for "Who Changed That?" on September 9 in New York. Zachary will share how J&J built governance into their ServiceNow estate, the changes they made, and what it took to get audit-ready before AI adoption raised the stakes. An invite-only executive dinner with xtype and Chief Wine Officer, the evening before ServiceNow World Forum New York. Gabriel Kreuther, 6:30 PM ET. Interested in joining? Comment here. #ITLeadership #governance #AI #AutomatedGovernance #xtype #Compliance #servicenow #servicenowplatform
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Dave Zilberman liked thisI am honored to join Victoria's Secret & Co as EVP and Chief Technology Officer. As I begin this next chapter, I want to express my gratitude to the incredible teams and colleagues I have had the privilege to work alongside throughout my career, and especially during my time at Foot Locker. Together, we drove meaningful transformation, strengthened capabilities, supported our customers and associates, and built relationships that I will always value. I am looking forward to what comes next. VS&Co is at an important point in its journey, with iconic brands, talented associates and meaningful opportunities ahead. I look forward to partnering with teams across the organization to help drive business value and strengthen the technology foundation that supports our Path to Potential strategy and next phase of growth. I am excited to be joining the team and energized about the journey ahead. LET’S GO!Dave Zilberman liked thisI'm excited to welcome Gerri Martin-Flickinger to the Victoria's Secret & Co. Board of Directors, effective September 14. Gerri has spent her career helping companies navigate change, harness technology and create better experiences for customers. She brings a thoughtful, practical perspective that will be a tremendous asset in the boardroom. I'm equally excited to welcome Adrian Butler as our Chief Technology Officer. Adrian has deep experience helping consumer brands use technology to drive innovation, strengthen operations and better serve customers. As we continue executing our Path to Potential strategy, technology will play an increasingly important role across our business. With Gerri's guidance on the Board and Adrian leading our technology organization, we're strengthening our ability to move faster, stay connected to our customers and build for the future. Welcome, Gerri and Adrian!
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Dave Zilberman liked thisDave Zilberman liked thisTwo years ago, I lost my wife, Shenell, to cancer. What I learned in that fight: the hardest part often isn't the treatment itself — it's everything around it. The costs, the logistics, the care a family needs just to keep going. For most patients, that support is out of reach. Before she passed, Shenell started Do Cancer to change that. The foundation provides complete cancer care — the wraparound support patients can't afford — at no cost to them. Real help, for real families, at the worst moment of their lives. On September 12, we're hosting the Gift of Hope Benefit to fund that work. One of the live-auction highlights is a Napa Valley escape — private jet, Estate 8, the best of wine country — and every dollar goes straight to patients in need. Two ways to be part of it: → Join us on Sept 12, or support the benefit https://lnkd.in/g-Tinct6 → Learn about the mission and share it with someone who believes in it. If Do Cancer resonates with you, the best thing you can do is send it forward. You never know who in your network needs to know this exists — as a supporter, or as a family we can help.
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Dave Zilberman liked thisDave Zilberman liked thisAgentic spreadsheet extraction 📊 is hard to execute well from a price/performance standpoint because your agent needs to ingest a massive quantity of input tokens from a highly complex interface (e.g. the Excel file format), and emit a massive number of output tokens that accurate represents the source document. We've tuned an agentic harness within LlamaParse that can extract from even the most complex spreadsheets and schemas, and emit a large volume of structured output with extremely high accuracy. It can be used for any document, and now it can be used for spreadsheets too! Simply toggle "spreadsheet extraction" in the advanced processing options (see screenshots below) Come check it out on LlamaParse: https://lnkd.in/g9Wpqn7w
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Dave Zilberman liked thisDave Zilberman liked thisFortune published this piece on Gap this week, and its so worth watching. The video walks you through the whole Gap Inc. arc, ups and downs included. Richard DicksonDickson and Mark Breitbard add real color to where we're headed and why it matters. What stands out is how on point the Gap brand storytelling has gotten. It's resonating, and you can feel it in the work. Thank you to the Fortune team for putting this together. If you care about how heritage companies find their next chapter, take a look. https://lnkd.in/ggUJXGywInside Gap Inc.’s Plan To Rewrite Its Story for Gen Z | Behind The BusinessInside Gap Inc.’s Plan To Rewrite Its Story for Gen Z | Behind The Business
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Alex Hartz
I am excited to announce that Shine Capital has led AudioShake’s $14M Series A. Our investment represents the culmination of two years of searching for a company that will define the next generation of audio. Since 2023, we have been asking ourselves the question, "What technology will be used pervasively across the totality of the audio landscape?" Then we met Jessica Powell and Luke Miner, founders of AudioShake. AudioShake makes a suite of AI-powered tools for processing audio that include stem-splitting, voice isolation, speaker separation, and more. These primitives are critical infrastructure for almost any task involving audio, as evidenced by the breadth of use cases that the company serves. The Walt Disney Company and Downtown Music use AudioShake to make tracks available for sync licensing. Film studios and post-production houses use AudioShake to clean up sound from microphones to prevent re-recordings and manual audio engineering. Sports leagues and broadcasters use AudioShake to separate stadium noise from commentary to enable clean captioning and crisper audio. And Big Tech and frontier labs use AudioShake to prepare their audio data for multimodal AI training. We believe that audio will be the most important medium in the age of AI, defined by explosive growth across three categories that are even better with AudioShake: 1) Audio-as-AI-Interface: For the first time, people can perform complex compute operations using their voice. Conversing with AI will propel voice assistant usage well beyond its current ~50% adoption. 2) Explosion of Content: The rate at which user-generated content is made continues to accelerate, which will be further amplified by the possibility of AI-generated content. Audio is a superset of video — nearly every video uses sound to convey meaning, message, or emotion. 3) Voice Agents for Business: More than $100B of phone labor is performed annually in the United States. While some of it sits in call centers, most of it is fractional work. Businesses across finance, healthcare, and beyond have rapidly adopted phone agents. We are fortunate to partner with Jessica Powell and Luke Miner, passionate entrepreneurs and audiophiles dedicated to making audio as easy to work with as images or text. Audio contains vast amounts of information and creative possibility, and AudioShake will help unlock it. Thank you to our friends at Indicator Ventures for connecting us to Jessica. We are thrilled to support the AudioShake team with them, alongside Origin Ventures, Thomson Reuters, Precursor Ventures and Background Capital.
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James Bruegger
Big news out of ALL.SPACE this week. The company has achieved certification of its Hydra terminal on the Viasat Global Xpress network and entered into a strategic collaboration to expand integration across Viasat’s global Ka-band infrastructure. The certification enables the electronically steered Hydra terminal to operate across Viasat GX high-capacity steerable beams, delivering resilient communications on the move for government and defence users. As defence operations increasingly depend on assured connectivity in contested and remote environments, technologies that enable reliable multi-network SATCOM are becoming critical infrastructure. Learn more: https://lnkd.in/ePRMYmuA #SeraphimSpace #DualUse #SpaceTech #DefenceTech #NationalSecurity
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Kit Yu
Software: Reflecting the 3Q results and our downward revision to the Switch 2 hardware shipment assumption for 4Q and FY3/27, we also lower our assumptions for combined Switch + Switch 2 software sales volume by between 1% and 4% for the period FY3/26-FY3/30. On the other hand, we raise our first-party software mix assumption for the Switch from FY3/27 onward. This is because we expect major new titles such as "Tomodachi Life: Living the Dream", "Rhythm Heaven Groove," and "Pokémon Champions" (a free-to-play title) to be launched, and we believe third parties' multi-platform strategy is shifting its focus from the Switch to the Switch 2. The increase in the first-party software mix assumption will have a positive impact on our operating profit estimates.
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