David George

It basically split 50-50.

So 7X more revenue.

Incumbents grew a bunch.

They took half of the new share.

Startups took half the new share.

I think the more dramatic the shift, especially with the more dramatic the shift in potential business model, the more likely it favors the startups.

That's the bets we make.

My hope is that's what happens, but we'll see.

I do know that question, and I've thought a lot about it, because there's a lot of things that I consider in my life that have broken my way.

I grew up in Kentucky, far away from this world, and a lot of lucky breaks went my way.

The thing that I reflect on the most is we spent the whole time talking about work.

The other thing that I do in my life is my kids.

And something has become really clear to me with my kids' age that they are now, which is the sacrifices my parents made for me are extraordinary.

They're incredible.

And my dad always brings up, oh, I was on the sidelines in the rain watching you and driving you from soccer to baseball to basketball, sports, and all the activities that I was able to participate in as a kid.

I think made me into the person I am in a lot of ways.

And now I see it with my kids because I have to do that work and I have such a greater appreciation for what my parents gave to me and the sacrifices they made.