They don't necessarily have to get it right. They just have to be geared up enough to fast follow whoever does get it right, or be an enticing M&A partner. My bellwether is how they respond to TikTok.

Now with all that said, I think there's a snowball's chance in hell that VR headsets become as ubiquitous as cell phones. It won't happen until AR. It's like TiVo and Netflix.