Andrew Marks

And you have companies like Apple and Amazon and Google and Microsoft that just continue to get bigger and bigger.

And I think a lot of that comes from the fact that they're just continue to dominate more and more of various markets.

Well, yeah.

Yeah.

And by the way, I wouldn't just say global markets.

I would say strategically adjacent markets as well.

Again, look at the big companies and how they continue to step out and do more and more in things that are tangential to their existing businesses.

I mean, Amazon's a great example of that.

They started in books, then they went to media and then continued on and on and on.

And eventually they leveraged their scale into cloud computing and whatever.

And that into databases and all sorts of stuff.

Yep.

And then this all, I think, dovetails into one other point that we made from the memo that I think is really important, which is that markets evolve and games evolve.

I was an obsessive poker player.

I've always been an obsessive games player generally.

And my dad and I, we sit around and we'll play backgammon for forever and whatever.

And I got obsessed with poker right when the poker boom happened, which was Chris Moneymaker won the World Series of Poker and they started online poker.

Yeah, well done.

That's very impressive poker trivia.

So when online poker first launched and everyone got into the poker boom, because no one knew how to play and it was so new, if you just sat around, you played aces and kings and nothing else, you could win money.