The Impact of Airbnb, Uber, and Coinbase on the Global Financial Infrastructure

Andreessen and A16Zs investment in Airbnb. You have the investment in Lyft, that's transportation, taxi industry. And then you have the investment of Coinbase, which is crypto,. That was really just about changing the actual rails of the global financial infrastructure. How would you assess success in those three? This is what you run about in the piece.