There are good times to come on the talk show. And there are really good times to come on the talk show. This is the latter. I was thinking about how to open here, and it popped into my head. I returned to you at the turnus of the turn. How about that? You know what? You're always good for a pun or two, or a movie reference. Or both. Yep. Or both, often both. But yes, very good time. We are

recording one week after the big announcements, which I think is perfect. I did a couple

quick takes on dithering with Ben Thompson. At the end of the week, I had a very good time with

David Pearson, Nelai Patel on the Vergecast talking about, guess what?

I'm kind of glad to let my big podcast take sit for a week before I talk about it. Where are you at?

A week later. So, as you and I talked about sort of off camera last night and a few days ago, when I write, it sounds like you're the same way. I like to write with fresh, fresh in my head, right? So like I try not to read anything about whatever the topic is at hand. Obviously, I'll read like the major Wall Street Journal High Overview reports to know what the details are. But, you know, in terms of other people's

takes and opinions and opeds and whatnot, I try to keep those out of my feeds or just out of my

reader until after I've written something. And while I wrote something, I guess shortly after,

you know, the Cook announcement, I wrote about Cook, but I hadn't written anything about

Ternus until I finally did. I published like an hour ago, two hours ago or something,

because I'm in the UK, so it's still the middle of the day here. And so I feel good about, I think, where my head is at now, too, a week in. So it's not too, it's not too hot-takey, but it's also not nothing too surprising, right?

I mean, I think that we've both been following the company long enough to know that this was, this was handled exceptionally well. And so there's no craziness. There's some interesting, I think, things on the periphery to talk about with how it happens and sort of the go-forward strategy of what they may or may not do. But the overall news item itself is pretty established.

I think the more I think about it, the more, like my original take was I kind of smelled

this coming.

I, for one, really, really, when the FT Financial Times report came out in mid-November,

I was like, oh, this is a little surprising that the timeline is so soon. But the FT is, I mean, this is like a lock. I remember and it was like a really, it was a for the blockbuster nature of the story that they reported in November, it was actually relatively short. And I went back and re-read the whole thing just this week.

And it's like, there's not that much more here, but it's got four by lines.

Yeah, exactly.

Yep.

Led by Tim Bradshaw, right?

Who's well-known, like a very good reporter in this regard.

And yeah.

...