Is the Sibra a Bad Thing?

I think companies like Andrew Allen, Primer and Celle Drown are showing that they're nimble in how fast they're shipping and innovating. We find it a competitive advantage if we're willing to go there where other investors historically would say almost lackadaisically or arrogantly. I used to get emails from Steve Case back in the day when I was an AOL user. He's really interested in investing in parts of the country that typically haven't seen a lot of venture investment.