David George

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.

So thinking about this as the market for design is way too limiting.

So you're just missing the point.

So we were debating it and it was like speaking past each other and finally Ben called it off.

He's like, okay, all right, we're not gonna solve this tonight.

And ultimately it was a call on the growth fund side and I slept on it and I woke up and I was like, look, this is an exceptional business model and we're squinting to believe enough on the market size.