I can't name them, no, but they're the people who built the thing that is being valued 90B. If they migrate (leadership included), so does the potential for future value. My feeling is that the 90B are moving. Sure, IP, existing contracts, licensing, you name it, will have residual value - but if I consider its board a clown car I will refrain from building on top of its API because they might not be around by lunchtime tomorrow. Enough people think like this, it starts spiraling down the drain.