Excite. Search engines number one through 34 basically proved two things. Number one, search didn't work, it was not a solvable problem because the results were all terrible. And number two, there was no business model. Those were the two things that everybody knew. And Google came out and had the audacity to say, no those are both false. And actually, on top of that, the good news from the very beginning was that Google had good search results. But when they raised venture money, way before us, when they raised venture money, they didn't have a business model. They just did a complete fly on the business model. By the way, there's a counter factual world in which Google never figured out the business model and they became a cautionary tale for hubristic founders. This is where I say, the myth is like, okay I'm in a good position to judge this idea, and that's not really true. It's more, at best I can maybe judge this person or get a sense of potential, and then at least I can have some aperture on the range, the characteristics of the ideas, as an example. It's sort of the classic thing with venturists. It's not will it work. It's, if it does work, how big could it get? This is the market size point, which is just, if there's only 14 potential customers for the thing, even if it works, that's probably a bad idea. But if there's 40 million potential customers for the thing, then even if it's a long shot, the expected return on that could be very high. And then on the technology lens, it's the same thing, which is just, look, you know there are certain ideas that you just ... give an example. The kind of thing you don't want to do is as a VC, I'm going to bring to market a smartphone with a battery that lasts 30 percent longer. That's my big idea, and it's the world's biggest market. Everybody wants a smartphone, everybody is frustrated when they run out of battery life. I have a smartphone that lasts 30 percent longer. Well guess what, Apple is going to have that too. Plus they're Apple and they're going to have all their other advantages and they're going to crush you into the ground. And so a battery that lasts 30 percent longer is not a big enough transformation. It's not an architecture shift to justify a startup. And so you do have to sniff out, there has to be something that's an [inaudible 00:33:12] magnitude shift in the technology. Blockchain is a great example. Blockchain has properties the centralized databases cannot match. Blockchain may or may not meet all the aspirations that we have for it, but if it works, it is doing things that existing databases simply cannot do.