Michele's got an excellent counter-point to Arlene's point about going up against Amazon, Hover could easily distinguish itself by focusing on rural last-mile delivery rather than urban last-mile delivery. But that last-mile ends up being numerous-last-miles on reserves isolated from road networks, and currently, you'd be lucky to get a drone from one end of a city to the other, let alone across several lakes and streams. I'm surprised that Cameron wound up walking away from Michele's offer over 2.5%. The Dragons were right, currently, his valuation's out to lunch, and I was equally surprised that Michele was even willing to make the bet that she did.

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