Speaker unverified: belief

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…Let's dive into the history here a little bit. You told me a moment ago that you publish across Xbox, iOS, and VR headsets. Last time we chatted you were just a VR Company. The VR boom didn't really arrive in the way that we were all sort of speculating and hoping. How did that affect you as a company? And how did the calculus of, hey, maybe we should have a contingency plan come about? To give a recap—I think of the previous episode—we raised a seed round in 2016. We had launched the app and it was doing pretty well for a VR app. We were able to launch a seed round around that. Then a couple months later after working with our investors, we had a good track record of evolving the product and finding growth. We were able to raise an A-round from Sequoia as well, it's just the same investor that did the A. That happened about nine months later, and we were just keeping that secret as we planned out what was next. When we chatted, we had just rounded out holiday 2017. We had seen a lot of growth. Probably from October to December 2017, the app 5X’d. We actually were doing really well. It was kind of a weird situation. We had all of this growth, but then we were looking out over 2018 and there are no headsets on the horizon. Are there any headsets in 2019? Normally, people are shipping us dev headsets 12 months at a time and they're like, hey, we're going to do this in the holidays and get ready. We just had nothing, we were like, this growth is good, but this is not a venture-scale business. Your growth was basically capped by the number of VR headsets, right?…

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