David Meier

Robinhood is a type of competitor.

I will say that this is still a breaker.

The reason is because you do have founders who had their vision, they knew what they wanted to do, and they were executing on it.

The other thing is, they're serving a big market, and one that's growing.

In order to serve those markets, they continue to bring new products and services.

They have some ability that they seem to be turning into an advantage

to know, hey, this is what our consumers want.

So, more people are coming, more people are staying engaged.

And yes, whether it was free trades, or now it's crypto, or now it's prediction markets, again, not for me, but that's okay.

There's a lot of companies out there that don't serve me.

But I see this company as having a lot of the traits of a Rule Breaker.

Faker is hard, but I have to push in that direction.

It's interesting, if I remember my history correctly, Lyft started before Uber.

I think that's correct.

I think it was called Zimcar, and then it morphed, and then Lyft was created out of Zimcar.

But it got usurped by Uber.

Uber just went on a, we're going to gobble up the world, we're going to take this market share strategy.

Uber has done a good job of rebounding, but I don't see it as something that can really take serious market share going forward.

It'll still grow.

It still provides an excellent service.