Camilo Acosta

That's how far out they think.

And they, you know, they pitch you like, hey, I'm going to get to Series A. I don't care how you get to Series A. I'm concerned about how you're going to build a hundred billion dollar company.

I would say it's a little controversial to say out loud, but I would say that the tier one investors in venture across stages, you know, whether it's seed series A, B, C are very forward thinking.

They are investing in very disruptive innovation, whether it's Kozla or Founders Fund or Sequoia, that's how they think.

And so there is an element of just being de-risked because we're aligned in how we think with some of those bigger players.

Um, yes, I know.

So it depends on the industry, right?

So, uh, in B2B we've historically seen, or in the last couple of years that it is very easy and quick for AI companies to get to revenue quickly.

So by the time they get to series A, they're doing substantial amounts of revenue.

Uh, so from that perspective, they're de-risked.

Um, but, but also there's, there's, you can look at Kozla being the, the only venture investor at OpenAI back in like 2017, 2018, something like that.

Um, when OpenAI, it's still, it was pre-revenue then, and it certainly still leads cash today.

So there, there is, there an element of both of being that visionary, willing to back pre-revenue, but also.

You know, there's a lot of companies that are getting very quickly these days based on just AI.

A mix of both.

Sometimes there are industries that we haven't sat down and thought about and fleshed out in terms of what we think that future looks like.

And so we can chat with the founder about what they think is going to happen.

And then we try to sit down and say, all right, does that make sense to us based on what we see happening in other industries as well?

But it is often that we have already come to a place of understanding or having a general rough sketch of what we think the future is going to be for that space.

It's interesting as a former founder, like you're just stuck in the weeds pretty often.