I think you are referring to Nikesh Arora, who runs Palo Alto Networks, the telco guy. He was the business guy, not the CFO. I don't think Look etc was seen as

I think you are referring to Nikesh Arora, who runs Palo Alto Networks, the telco guy. He was the business guy, not the CFO. I don't think Look etc was seen as competitive to Google Fi at all. If anything, that would have been a distribution channel. It was entirely execution-related. Musk is much more serious at shipping than Google where X was mostly Sergey's playground of hobby projects.