 All right, good stuff. As always, Bloomberg News, U.S. Semiconductor Networking Reporter Ian King. Now let's get to Amazon. And a police raid of a Southern California warehouse filled with suspected stolen merchandise that authorities say likely would have ended up on online marketplaces run by Amazon and other retailers. With more on his Bloomberg exclusive, here's Bloomberg News technology and e-commerce reporter Spencer Soper with us from Southern California. Spencer, you're outside of Seattle where you usually are. Talk to us a little bit about where you are.