The Future of Infrastructure

I think the thing is it's interesting to note that very rarely when you invest money in the billions of dollars does the cap X or purchase of one specific form of equipment take up literally 25% of the enterprise value. That's atypical, at least for a startup. If you're buying a fixed plant of a slow cash for generating business, then maybe a bunch of that has some value. So that's what stood out to me and all of these things. I think for sure there's going to be more M&A.