I think the market has space for a number of successful projects. I agree that other assets will have better gains than the legacy assets in the longer run but remember that a lot of the assets out there will also fail. I would bet that 60-70% of the assets out there will ultimately fail and will not capture adoption. This will lead to a shift into quality name which will include the legacy assets as they improve their networks (i.e. lightning, sharing, etc.). They have too much on the line to not improve. We all should hope they do so as well as increased adoption will help all assets whether legacy, 2nd, 3rd gen or even some whom have not even started yet.