It seems like they're putting a tremendous amount of work into Horizon Workrooms, at least, and trying to nail the experience to make it great. And they're seeing what other kinds of apps people like, and supporting them in big ways. For example, exercise apps like Supernatural were kind of an unexpected hit.

I don't think there's really an either-or situation here, where they have to choose between defending their company strategically vs making experiences that people want to use. To succeed, they have to do both, and it seems like they are.