This reply suggests you are able to see point-in-time among your self-selected subset of the world, but not able to see trend-through-time across the overall.

It's as if driving by rear view mirror based on noticing cars around you, rather than having a traffic helicopter high overhead looking across all the roads and ahead.

Inability to see difference in trending versus point in time is how "incumbents" end up having their lunch eaten. Looking at point in time instead of trend, the challenger isn't a threat until they've crossed over, and by then, well, you've lost 5 years. Of course only looking ahead, you might never get anywhere most people want to go today, and you have to get paid. So the trick is always considering both!

All that said, strong pivot now and we'll be checking your take out.