What's Interesting About AR-VR?

It's not because of AR-VR to be clear. What's interesting about meta one is the stock got too dark cheap. The expectation was, you know, they had to do something to repair their stock price and get aggressive with their cost structure. But there's another part of the thesis too. And that is about 18 months ago, Apple effectively exercised its market power. It really inhibited their ability to drive return on ad spin.