Alex Rampell

It's like an upgrade over you MFers, right?

It starts Upgrade.

Upgrade has a multiple of the market cap.

It's probably worth 10 times more than Lending Club now.

So

That's a very, very classic commonality.

I think this is a great question.

And this is the number one thing that... So I do a couple of things.

Number one, if it's like an ad tech company, I know a lot about ad tech.

I know a lot about payments.

I will force somebody else to join me for the pitch that is like a beginner's mindset mind.

So I think that's one is just like have a sparring partner internally that has that, you know, what if it works?

You always have to be like, what if it works?

So that's number one.

Number two is I like to ask the entrepreneurs, like, what is different?

And the thing that's different, like the reason why Patrick and John made Stripe work partially is it's like they just believed that a great number of new companies will be created.

And they're going to pick the best product and they're going to have the best product.

And actually, this informs a big part of my investment thesis now.

I mean, I call it Greenfield, but there's a saying that I use a lot, which is the best companies have hostages, not customers.

Right.