Question-and-Answer SessionRicha TalwarDeutsche Bank AG, Research DivisionPerhaps you can start with level setting on where we are in the cycle. You seemed very constructive on your earnings call a few days ago. And so just yes, I wanted to hear more on kind of what cars the market is deploying you before we talk about specific strategies that Werner is implementing around that framework. You used the term early innings to describe where we are with respect to some of the recent initiatives on capacity and cleaning that up. Can you just elaborate there on what makes you think we're so early, what could be next, et cetera?