David Friedberg

I'm the tallest of all of you.

I have a much longer limb system.

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.

And then you have the original IP owners who have not had a well-funded way of fighting back in a category that is basically as important and frankly, more important than social media.

So I think if you take an asset like this private, it allows you to take your time to clean up the OpEx model, figure out who does what, be able to use the best of all these next-gen tools,

and then be able to find ways of finding distribution outside the scope of Xbox and PlayStation so that you can take more of your share.

If you do those things, this is a multi hundred billion dollar asset.