Beautiful convo. I think some push back on the answers is warranted. I think the idea that a small player will win because they are more focused is valid, but when there is this much hype in a space, It is a risky play. Who is to say Satay won't wake up tomorrow and got to war with any of the startups? Bezos did it to many little companies before and drove them into the wall. A stronger play would be to build things big player is not willing to build for one reason or another, or the marketplace play, that is effective against medium players. Thought with a massive user base, facebook took most of craigslist marketshare almost overnight. They have not been able to do it to twitter though