Mm-hmm

... workflows.

Um, so, and, and e-commerce is actually a big part of this too.

You know, a lot of the smaller contractors, residential GCs, they're already Home Depot is their primary just-in-time supply, and increasingly, like, their main supplier.

But if you think about, like, really big builders, multifamily, commercial, you know, cranes, all, uh, big stuff, um, historically Home Depot has not been penetrated into that.

You wanna tell the store opening?

Yeah, yeah.

So I don't know about the smell today.

That they keep shooting us with, yeah.

Yeah.

Um, so that wasn't great.

Uh, and then two, you're right, they're probably five years too late to launching their own streaming service 'cause imagine the subscriber count that Disney+ could've been at.

Let's say where they were, COVID accelerated a lot, so let's, let's not say five years, but let's say they could've been at the current numbers by 2023 instead of 2026, then they could've started doing this bundling thing that they're obsessed with now, and that everybody's getting obsessed with now, earlier.

And assuming the future of Netflix and the future of Disney are, are both being the distributor and then getting other people to distribute their content on their streaming bundle, uh, they could've been in a, a better position, whereas now it feels, uh, very reactive, and there's a, a danger that it is creating brand risk to, to put all these other things so close to, uh, Disney IP.

Sure

... sports networks, so it ends up being, like, s- high 40s or something like that.

But I think one of the challenges that we see in organizations is, how do you help to drive the uptake of those use cases or the initiatives around AI, and think about what those accelerators might be? Do, do you have sort of ways that you accelerate uptick of d- uptake of different AI uses, or maybe on the flip side, are there blockers that you have to really keep an eye out to overcome?

At a really high level, um, our approach is to bring in a culture that rewards curiosity and experimentation.

Um, it redefines failure within appropriate guardrails and kind of drives that psychological safety, and that, that's gotta be the platform by which, uh, you start.

I think from a, from a blocker perspective, people are time poor, especially lawyers.

We all know this.

And so unless you, um, incentivize and create space for learning, you're probably not gonna have much luck.

The other thing is that we all have muscle memory, and if you don't create a repetitive, um, strategy and, and, uh, reinforcement, then that muscle memory very quickly snaps back to the way that you've always done things.

[laughs]

Dyslexia strikes again.

[laughs] It's, it's not the easiest name to remember or pronounce.

But I will say, though, I think if, if your goal is how do I start a trillion-dollar company? How do I start one of the 30, 40, 50 most important, largest, most successful, durable companies on the planet? Founder-led companies have a much higher probability of being that.

And i- as you point out, time has a lot to do with that.

You look at Hermès, this is a, you know, what is it, 150-year-old company? The original founder is not gonna be the person running that.

But close control is a key to the success of that business and so many others, where, uh, th- they control their own destiny.

They don't have to answer to the whims of shareholders.

And then it's just, you know, can you navigate that crisis and emerge on the same or better, you know, to- compounding trajectory that you were before.

That was a good one.

Whenever you're watching football, it kinda looks like somehow the camera is at or near the line of scrimmage.

Well, when it was at the 50, whenever you'd be starting in the red zone, it's really this oblique angle to be watching the play, so they put two more cameras on the 25-yard line so now you're always looking at or near the line of scrimmage head-on.

They've got parabolic microphones.

There's 40 engineers, 20 production people, split screen, interviews.

They are for the first time showing cheerleaders on television-

Oh, really?

... capitalism.