Bill Gurley

I would be shocked if you don't see four or five companies pop up in the next year.

And maybe that's the contrarian thing that we were looking for that we wandered on to or you wandered on to, which is most of the work in the U.S.

has been on the enterprise side.

And there probably are some real opportunities on the consumer side.

Yeah, and I know the LP community pays attention to everything that you do, Patrick.

So I would encourage...

Anyone that has feedback for me or that wants to correct something that I said or anything to reach out and I'd love to engage and learn more.

I find the industry fascinating and I'm hopeful that anything I share is useful.

I'm at the give back part of my career and I'd love to be helpful.

And we're back. Bill, great to see you.

And we're back. Bill, great to see you.

And we're back. Bill, great to see you.

I mean, you have to be pretty stoked coming off those wins last weekend in San Francisco.

I mean, you have to be pretty stoked coming off those wins last weekend in San Francisco.

I mean, you have to be pretty stoked coming off those wins last weekend in San Francisco.

That was an incredible final few minutes. Explain it. Take us through the final few minutes.

That was an incredible final few minutes. Explain it. Take us through the final few minutes.

That was an incredible final few minutes. Explain it. Take us through the final few minutes.

It's going to be a heck of a weekend, and maybe if a certain couple teams end up in the championship game, I'll sneak in there on Monday night.

It's going to be a heck of a weekend, and maybe if a certain couple teams end up in the championship game, I'll sneak in there on Monday night.