I don't know why, but this makes me feel good. Like a world that makes sense. A regular old business, that makes money and continues to grow and make more money, gets valued on a nice speculative curve, doesn't make useless dodads or chat apps or whatever and went from $0 to $xx billion valuation in a couple years because it has some possible tangential business tie in with somebody else, but instead makes something useful.
It feels like the universe makes sense again.