David Friedberg

What does that mean?

20 for me is much harder than 20 for you, Jason.

I mean, 20 is easy for me at this point.

You're like Bilbo Baggins.

It'll take you like eight seconds to put on.

I really like it.

Let me give you the bull case, and then let me give you what the bear case would have to believe.

The thing to remember is that video games is the anchor pillar of usage across the entire internet.

Last week at our poker game, we had Matt Bromberg join in just for dinner, who's the CEO of Unity.

And Alex Blum, who's the COO of Unity.

And one of the stats that they shared with us at dinner was it's about 3 billion DAO play games.

Wow.

Exactly.

It's an incredible, incredible stat.

So in many ways, it's much bigger than social networking and social media or as big.

And in that, EA is sort of this 800-pound gorilla.

But I think the problem is, is that they've always been these gatekeepers.

And I think that there's a risk and a chance that these gatekeepers get eroded away.

Specifically who I'm talking about are folks like Microsoft and Xbox.

And at the point that this company is going private, there's some really interesting things that are happening.