David George

And everyone would say they would like to do that.

The art in that, I think, is recognizing where greatness may lie, where other people don't recognize that.

Unpriced greatness?

No, it's priced, but not to the fullest extent.

So I've studied the history of technology companies and why they outperform and how they outperform.

Often in growth stage investing, it's always on the growth side.

It's like, hey, the growth side is where you get things really right.

I tell the team that we can make a lot of mistakes on forecasting margins and business models and unit economics and all that stuff.

But lots of people know how to do that analysis that's out there.

So where can you actually get edge?

You can get edge from product insights, market insights, and people insights.

So how do we maximize our likelihood of doing that?

On the people side, I'll start there because that's probably the hardest to do.

And I've gotten it right a number of times.

And I think I have reasonably good taste in people.

I really like a certain archetype of founder.

I call them the technical terminator.

I'm very close with Ali from Databricks.

So Ali is the technical terminator.

It's self-evident.