which is electric vehicles and taking off. Exactly. So the idea is a decade from now, we'll all be driving Teslas, we'll all be using Uber. In both cases, what makes these companies so disruptive to the traditional incumbent players is that investors are willing to fund losses at absurd levels. Tesla at one point was losing about $20,000 on a gap net income basis per car sold. And GM and Ford's shareholder base just simply won't tolerate that sort of thing. And that makes it for a significant disadvantage, though, for management teams when you chart your strategy. So that's to your point, at the top of this broadcast about macroeconomic low interest rates, easy credit. There's a very common thread between Tesla and Uber and a lot of these other so-called disruptors that you see in the market, that the willingness to fund losses is something you only see when money is easy. And you can just tap the markets again and again and again. And that becomes the zeitgeist and the thought process (14/45)