Anish Acharya

And that's probably closer to AWS, Google Cloud than it is Uberlift.

And that's probably closer to AWS, Google Cloud than it is Uberlift.

When you think about a firm that's organized the way we are, which is we actually do stuff for our companies, it becomes very difficult to invest in directly competing companies because then you've got the same resources, the same sort of Fortune 500 buyer, the same engineer that both companies want to hire.

When you think about a firm that's organized the way we are, which is we actually do stuff for our companies, it becomes very difficult to invest in directly competing companies because then you've got the same resources, the same sort of Fortune 500 buyer, the same engineer that both companies want to hire.

And I just like, I don't think we can run our business by investing in directly competing companies.

And I just like, I don't think we can run our business by investing in directly competing companies.

Now, with that said, we're in a part of the market where companies are diverging very rapidly.

Now, with that said, we're in a part of the market where companies are diverging very rapidly.

So even companies that appear to be directly competing today tend to be not competing in 12 months, 18 months.

So even companies that appear to be directly competing today tend to be not competing in 12 months, 18 months.

Yeah, so this is such an interesting topic.

Yeah, so this is such an interesting topic.

So Granola, which we're not investors in, but I admire them a great deal.

So Granola, which we're not investors in, but I admire them a great deal.

It's a great company.

It's a great company.

They've built a really interesting thing in their first, of course, to live meeting recording and transcription, which is awesome.

They've built a really interesting thing in their first, of course, to live meeting recording and transcription, which is awesome.

They have been copied to the moon right now.

They have been copied to the moon right now.