David George

be ruthlessly competitive and driven and operationally intense.

And he's the perfect counter example.

I was an investor in Uber at GA, and he's the archetype.

But there's a lot more of these technical ones that become great business people in my life.

George Kurtz from CrowdStrike is a great example of it.

I'll tell you one more example, which is not as obvious.

Dave from Roblox.

When we met him, I met him maybe 10 years ago or something in early days of whether it was actually working.

And he was technically brilliant and he was so deep in the product.

And he's the kind of guy that on the surface, if you didn't really know him well, you would be like, oh, he's a little quieter.

And it turns out he's ruthlessly competitive.

And he really cares about market cap creation and his stock price going up for the right reasons.

Dylan from Figma is a great example of this.

He's so nice.

He's one of the nicest guys in our industry, but he is brutally, ruthlessly competitive.

The new AI guys and women, it's been really fun to see them develop this.

Michael from Cursor, Shiv from Abridge, who's a practicing cardiologist who has then shifted his attention to building a technology company.

He lives in Pittsburgh and he commutes to New York to work most of the time.

And I was with him in the office the other day and he's showing me the office.

I'm like, oh yeah, cool.