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uh well so let me take your unicorn question first it's almost for sure that in that group there are probably a few that will be outlier winners long term and quite a few that may not that may disappoint is my best guest but the thing is that depending on you know your Frameworks and circle of competence and what you understand you know like I I'll give you an example so let's let's take something like food delivery okay so some of my friends who are very good investors they just tell me this whole food delivery business is total nonsense okay it's it's a you know very heavy Logistics business you have to have people you got to do all this pointto point stuff all this stuff going on and the restaurants are all upset because they have to give you 30% and and all of that so there's a lot of issues there but the thing is if you fast forward maybe 10 or 20 years the situation could be quite different so we are going to kind of kind of I mean you're not going through so much uh Habit change in India I think in the rest of the world there's a much bigger habit change India you always had the ability for some random restaurant to deliver your food at home and so on the US when I first came to the US as the only thing you could get delivered was pizza in terms of food that was the only food delivery available and now everything can be delivered to you and you know there are Ventures like Cloud kitchen and all of these things where they're working on the logistics right so there's one big Warehouse which has got like 30 40 different kitchens and then maybe a drive-thru in the middle and you know the driver will maybe pick up 30 orders at one shot and there'll be a very high density that you know three bill buing he's delivering all 30 orders and so on so it could change quite radically in terms of scale in the years and then at that point brand matters and and such so it's possible that the the top two three food delivery guys in the end uh become incredible businesses and they become a lot bigger than where they are today and so on so what my my take on all this is that there's no need to have any or scratch your head or even try to say I need to figure out which one over here things need to be at the end they need to be a no-brainer so when you're making an investment in the end before you make the investment it has to be a no-brain like I I told you that even at 700 billion I don't consider 10cent overvalued and that's because I looked at all the pieces what's inside those businesses and kind of where things are going and so on on and they just too many ways for them to win and too few ways for them to lose so anyway so the thing is I think that the bottom line is that uh yeah you can look at these unicorns you can in most cases they won't make any sense once in a while you might find something where you have some experience and the pricing or whatever else might make sense and uh maybe it it it makes sense at that point but if you you can live a very good life and you can actually be a very successful investor without making any of those decks so it's perfectly fine there's 100 different ways to move on [Music]