mark: you saw amazon and google jump in with updates to the ecco line -- echo line, lots of new alexathe echo show, the echo look, part of the same family. it's more of a style guide or your wardrobe. apple last month announced the homepod for $350. now you have all these players in china from tencent, alibaba, samsung trying to jump in. the homepod takes advantage of apple music and siri and homekit and apple's home-based services and other streaming services, where they are trying to make the bulk of their money in the future as hardware sales slow down in some categories. people really want smart speaker's. you see the demand for alexa. if apple does not create their own or these other players don't create their own, people start buying the amazon product. they really like alexa. they say, hey, maybe i should get some more amazon products, prime music, crime video -- prime video. we are starting to see people want to use those devices. if they don't create their own, they risk losing other product lines to other companies. caroline: let's get a vc take now. martin, when you see thi