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So take self-driving cars. It's like, it may be awesome that Tesla has all this data, but it doesn't have the LIDAR data around it. So there's the data network effects and self-driving cars. And the, the more data you have, the safer it is, the safer it is, the more distribution there is, hence the more data, but are you getting the right kind of data?
Google. Whether it's Facebook or Google as ad network fundamentally where they're monetized.
So let's just take ride sharing. So it's certainly in, in the Bay area, it's a duopoly right now. Um, and that's because there's an asymptotic network effect.
So let's take ride sharing. So it's certainly in, in the Bay area, it's a duopoly right now. Um, and that's because there's an asymptotic network effect. ... as long as the pickup time is three minutes or less. Ah. Commoditize. So there's a commodity type business. Well, there's a necessary scale. Ah. But then like, I mean, the definition of a network effect is that as each incremental user makes it better for every other user. That is true up until a point. Right. And that point for most people