So like I'm no longer at Niantic and don't speak for it and some AI stuff may be a bit dated, and I will be a little bit more careful in terms of what I say because I haven't gone through their PR team at all, but I want to be very respectful of them since they were very good to me. So when we started at Niantic, it was very much gaming and was like okay, how do we Build up the AR side of it, we built the AR platform. There was a flurry of acquisitions to go in there in terms of, okay, how do we make a an augmented reality SDK that will help, or Lightship that will help as many developers as possible? Because Niantic tons and tons of lessons learned of being at the forefront of making AR tech and thinking about how does gaming impact the real world? So then there's that, how do we help developers with that developer toolkit, then there is kind of the the visual positioning system which I know one of your past speakers Meriam, very dear friend of mine, co conspirator in some cases, then there on the VPS side, like that is again, turning Earth into an AR game board, if you want to have persistence, multiplayer experiences, having everyone synchronized and to one state of the world. And that was all done on mobile. But then, many people know there's literally billions of dollars and at the time, still billions of dollars being invested in space, hey, headsets are going to take off and they're going to have their own platforms that are going to be at least a periphery to the phone, or at most a replacement to the phone. We can discuss later in terms of what is the right path on there, because that was the ecosystem at the time. So it's 2019 2020, early 2020, before pandemic, where we were thinking about okay, Niantic AR SDK a or mapping company, or AR cloud company, credit to mountain already for that one. Then how do you make sure that okay, the mobile we that Niantic has transferred to headsets. So then what's public like Samsung made an investment in Niantic, and we announced a partnership with them or with Qualcomm. And there's other kind of different people because everyone would come to Niantic because obviously they want applications and the hand tick is at the forefront of AR applications on there. But then, you can imagine in some of those discussions that if Niantic wants to be more of a platform company, have more of the developer ecosystem and the data side and using the content to get there. Other people might just want the content side and they want the data side as well. So there's kind of interesting tug and pull in that that dimension should I want to get into too much detail on but then from there you can look at okay, fundamentally if my antics user base and and I cannot this probably is one of the least gaming people inside of Niantic. So like, Don't misrepresent Niantic is not thinking of the joy and pleasure and all the gaming stuff there's so many more people in there's so much more important. But from a pure AR perspective, there's a great user base that can be that has already been collaborating to build the map of the world that they play on, like a lot of the pokey stops are hurt crowd sourced. So then how do you make the transition from that to headsets in a way that keeps my antics kind of vision and goals aligned in there. Now towards that, if you think about people are building generic AR platforms through place mobile like hey, only thing it'll justify the amount of spin there is replacing the iPhone, so much money flying around in there. But fundamentally, tech rolls out because of specific applications. People forget that the iPhone was a phone first. And they forget that it started with an iPod. So if you look at any of my LinkedIn, they usually mentioned this every kind of month or two and like, Hey, start with the iPod first. So if you have a lot of the user base, and a product that people are rabid about, and they love, and it makes like Forbes news, whenever like you make a small change based off of the size of a pokey stop isn't 40 meters or 20 meters. And then people are an uproar when they post COVID. And they go back down to 20 meters what it was before. That's like national news. So like that is a very hardcore, amazing user base of people that are so excited about the game and the community that they're a part of. But then if we have that amazing user base have dedicated people, okay, what would be the right device just for them? So forget all the other applications just get down to how do you cast a Harry Potter spell? How do you throw a Pokeball? How do you make kind of an outdoor game console that can please a user base. And this is all at the time. And sadly still now, if you sold to one or 2% of Niantic user base, that would be the number one error headset in the market. So then if you just think about it from a stepping stone, and you don't think about oh, how do you get to 100 million devices? But how do you get to 1 million? How do you have like the number one here had set the best kind of map of the world for people to play games on or more and you have the number one content on there. That is a very strategically interesting position for a very, very unique company that there's really like there's really no other comparable to Niantic in the market, like very much stands alone in there. So it's just kind of trying to leverage the unique assets have to have even more unique assets and very competitive space in there. So that gets into like reasoning why a software company would even think about doing the hardware. And that's not saying that Niantic has the goal and been very public about, like, trying to manufacture it not trying to even like fully branded, it's more of a, how do we do all the r&d? solve everything for what is best for, say, for example, throwing a Pokeball, very simplified, very defined, what is the funniest experience? Like what is the capture mechanic for capture base game, and then you can think about, once you solve for that, what are a couple other things you can do with that technology. And that allows you to go into different directions, then I need to have a 50 grandparent classes that everyone will wear hold the time, we're thinking of a little bit more session based thinking of specific applications. And if you think about it, like from a game console perspective, people have like their PlayStation five, their X Box, their Nintendo Switch, and they come into they think through that, okay, I'm playing a game for the next hour, two hours. Rather than I need a little bit of heart rate information as I go on a jog, or tell the time or get some notifications or have a Google Maps app. As I walk around in the store. Those are very different applications. And what we saw on the market was there's kind of three different directions seems to be going and I can talk about that more now. Because it's kind of fulfilled what we initially predicted, there was kind of the virtual reality mixed reality kind of camera pass through, we can kind of call it AR, if you squint at it felt like really, it's a for many of your audience, it's a little bit of an eye roll to call that fully augmented reality. And then there's the smart glasses like Google Glass, there's other enterprise versions of that. Ray Ban stories, snap spectacles, there's kind of a how do you have like a heads up display, or at least the earlier versions of SNAP spectacles, maybe it's camera only, maybe it's a small heads up display, but you're just focusing on what is the bare minimum to get the form factor. And on the other avenue is you have immersive headsets that have like you're thinking about the HoloLens, and magic leaps. And there you have a full system, that's kind of everything you'd want out of AR, but you look like a stormtrooper when you're wearing it. So like it's not, it's kind of too big for what you're going after. And viewed that, from a consumers perspective, people weren't really going after immersive augmented reality. But if you're thinking about gaming, like immersive is one of the first thoughts that you have, which is why you see, like, Oculus has sold a lot, their MCU numbers aren't quite what they would want, but they're still in the hundreds of 1000s. if not millions, maybe, I don't know the latest numbers on there. But like their immersion is like the entire differentiator that you have on there. And then if you're thinking about it from an AR context, okay, if everyone's going for smart glasses for the form factor, which I'm one of the first people that would love 50 gram glasses that could do everything that a HoloLens or a Magic Leap to could do, but physics and refer to like Carl Gu tags session with you beforehand, and five hours later, you'll come into Hey, physics, it's a pain in the butt. If only only VC money could get get rid of that small problem. But yeah, if you don't have the immersive angle and view that consumer was not really being tackled in that way, then there's potential position in the market that you could look at to do that. Now that's to say, an idea of what does exist in the market. There's other games you can do with smart classes. And I believe Niantic has talked publicly about some things, or at least interest in there. I don't know anything more than you do. But like there's different types of experiences you can have on different form factors. But if you want to go for I want to see pokimane. Imagine everything in the real world have an amazing ingress style spy game, or a Pikmin. Seeing flowers in my front yard and other games built off of that, like immersive does come to mind. But how do you do that for a gaming use case, just limit it to the scope on there.