David George

And he was like, I'll let you know when, I'll let you know when.

So COVID strikes and he calls us and he's like, now's the time.

Oh my God.

This was in the moment of COVID where we all thought the world was going to end and everything was screwed.

Stock market was way down.

I felt like, oh great, good timing.

So at least we got the luck.

So he came and pitched, we had done all the work and we're having the debate as a team.

And me and my team were taking this traditional growth lens, looking at it and we're like, the market for designers is not that big.

It's really small.

And if you do the math of the market size of designers and what they charge, I don't think the price makes sense at $2 billion.

It's too limiting.

And our venture guys were losing their minds in this discussion.

They're like, you guys are totally missing the point.

The ratio of designers to engineers is basically double for the modern technology companies.

So that's a leading indicator.

That ratio is going to change.

There's going to be double the designers in the world.

More importantly, the whole engineering to design process is changing.

And there's a melding that's happening of front end engineering and design.