Jon Quast

That is a very good point.

That's a very good point.

But at the same time, were people who did buy it, were their lives really enriched in the way that they thought it was going to be?

I don't know that it actually delivered on the promises.

As far as potential IP goes, Nintendo is the cat's meow.

It has just so much untapped potential, and Disney could do a lot with that.

But I don't necessarily think that Disney needs more content.

It has so much already that it can make into so many different things.

So I'd say that Epic Games is pretty attractive from Disney's perspective.

It's not really all that strong of a player, Disney, in the gaming department.

And that's kind of interesting as a huge entertainment business.

So I think it could grow that.

Epic Games could help.

Well, the good thing about gaming is it can go both ways.

You can monetize what you already have in gaming, but you can also take some gaming assets and turn them into other things.

So it just makes too much sense.

In hindsight, Microsoft probably should have just acquired OpenAI from the get-go.

I think it's far too late for that.

I could see discourse making a little bit of sense, although it doesn't feel like a Microsoft asset to me.

Then again, LinkedIn didn't really feel like a Microsoft asset to me, still really doesn't in my mind.