what, uh, what do you— how much attention do you pay to their, uh, like humanoid antics? Like, I feel like they're just leaking out videos of just this, like, all this silly stuff to kind of just get us a little bit comfortable with it. But if you actually go there on the ground, it's like Droid Army, you know, they've got like 100,000 humanoids marching in unison. And then they just put out the video of it, like dancing to Michael Jackson, like collapsing and getting dragged off stage.

We look at it a lot.

And so how are you thinking about value capture versus like public benefit of this technology cycle and how it would differ to prior technologies, let's say like the internet and telecom and all the way back to railroads and the steam engine, etc.?

But where are we on the rare earth stalemate that became an important bargaining chip Somewhat recently, as you put it in the intro.

we just had a fantastic Investor Day 2026. Uh, we talked about about what we've delivered in the past 4 years, which put us in a really great position in terms of user growth and financial metrics. We also laid out our 4 big ideas for the future.

Tay Kim says, "This hire is a literal game changer." Matthew Ball knows gaming and what needs to be done. This news makes me the most bullish I've been on Xbox in 7 years.