Stephen is an overly analytic guy who loves to build great teams to apply math and science to create great products.
Right now, we're seeing three phases to this. I think back to Winston Churchill, 'we're at the beginning of the beginning.' We may be getting closer to the end of the beginning, but that period of really immense stocking up, elevated consumption, and whatnot may be waning. We believe that over the next several weeks, as people are bedding in with work at home and learn at home, some of those consumption patterns will change. I don't think consumption's gone up, but purchasing sure has; we'll all begin to smooth and gain a little bit of stability. And then, probably three months out, there's a transition back to normalcy.24 February 2021