Lewis: I think Roku is a really great example of a company that was willing to disrupt itself. If you go back to the earlier part of this decade, the idea with Roku is, "We're going to make money on selling hardware." The story now with this company, with this stock, is its platform revenue. They are basically willing to forego making a ton of money on their products so that they can be in more living rooms, because they know that they're able to monetize people once they have them on their platform through a variety of different ways. It just highlights how brilliant they were in creating all these deals with smart TV manufacturers. I saw an estimate recently that they're in one in every three smart TVs sold in the United States. That's basically licensing for them. They don't need to do a ton to actually make that happen. The TV makers are the ones who are doing most of the manufacturing there.