Alex Rampell

Therefore, it's absolutely working.

Therefore, it's absolutely working.

No, you have to have a high bar on the absolutely working.

No, you have to have a high bar on the absolutely working.

This is the fastest growing company we've ever seen.

This is the fastest growing company we've ever seen.

It probably comes around once every decade.

It probably comes around once every decade.

Throw away the entire rule book, and you should be fine owning 5% of that company because it's an absolute winner.

Throw away the entire rule book, and you should be fine owning 5% of that company because it's an absolute winner.

If you want to know the three investment theses that I have for our fund, I mean, this is exactly what I told LPs, and we'll answer your question in a second.

If you want to know the three investment theses that I have for our fund, I mean, this is exactly what I told LPs, and we'll answer your question in a second.

I think we have three.

I think we have three.

We have one, which is we invest in system, like I call it greenfield bingo.

We have one, which is we invest in system, like I call it greenfield bingo.

And most of the green, like these are existing software companies, but selling to new companies as opposed to selling to the hostages that will never leave.

And most of the green, like these are existing software companies, but selling to new companies as opposed to selling to the hostages that will never leave.

They tend to be systems of record or a vertical operating system.

They tend to be systems of record or a vertical operating system.