“I do think that Meta has a little bit more of an existential risk than, say, Google does, for example, in that other than the advertising business, they've not been successful in any subscription-based businesses, really.”

You know, yeah. So show me some skiing ads right now. And yes, I made the mistake, I guess, somewhere of looking for a mountain bike. And so show me some mountain bike ads. But I do think that Meta has a little bit more of an existential risk than, say, Google does, for example, in that other than the advertising business, they've not been successful in any subscription-based businesses, really. And I think they're actually behind in AI, although I know the Lisa Lama catch up was impressive. But I mean, that's where I'm a little bit worried about the spending there relative to what I see as future businesses. Google, I should note, in addition to YouTube, right, search, of course, and the cloud, they also have Waymo. And autonomous driving at Waymo is incredible. I mean, it's here. They need to reduce the cost of it, but I can definitely see autonomous driving as becoming a, you know, the next obvious thing for all of us within five years.