David George

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.

That's great.

That's nice.

He's like, I'm going to put a bed over there.

I'm going to start sleeping in there.

You're like a doctor with kids and stuff.

And he's like, no, no, no.

I want to be working all the time when I'm in town.

So I love that relentlessness, intensity paired with technological capabilities, product understanding and backing people like that.

They're going to pour everything they have into winning, but they're also more likely to figure out the next things and navigate complex markets and changing environments.

This is a very humbling job because we make so many mistakes and errors of commission are really painful.

Errors of omission are really, really painful too.

And they're more costly just economically because you can lose one times your money if you get things wrong on an error of commission, but you can forego making really high returns if you get it wrong.

There are no common patterns.

I would say when we get it right on not doing an investment, it's typically for the right reasons.

It's typically because we see something that we don't love about the business quality.