You did a really good job illustrating the idea we're all talking about this with the Uber/Lyft metaphor. It's hard being a 'value add'-only business, ultimatel

You did a really good job illustrating the idea we're all talking about this with the Uber/Lyft metaphor. It's hard being a 'value add'-only business, ultimately when things get competitive those people are going to go bankrupt first before the people actually holding the supply, even if they're suffering or hurting. It sounds like this sort of business can only exist in non-competitive spaces.