The Emerging Geos for Good Water

The company doesn't disclose its financials publicly, but I can tell you that its core business is very, very healthy from a unit economic perspective. They're effectively the winner now across the Middle East and Europe because the competitors have either shut down or have been merged into Getir. The core geos for good water are really North America, Europe, North Asia and Southeast Asia. Those four geographies are where 80 to 90% of our capital will go in this fun cycle. And then emerging geographies like Latin America, like the Middle East, like India. Those are areas where we definitely will spend time but probably ultimately tend to, at most, 20% of the total billion dollars