David George

We invested out of our first growth fund.

And it was really fun because, I think this is seeing the future, taking the ride in 2019, it was doing some pretty amazing stuff.

In retrospect, it could do unprotected lefts.

It could avoid construction sites and

The thing it didn't know how to do actually was park.

We got to a parking lot and it stalled and we had to override and go drive up to the front.

But you could see signs that it was going to be pretty interesting, but it wasn't on the road.

We knew they were going to be conservative about rolling it out.

So Mark and Ben came to me and they said, hey, we got to do this Waymo investment.

And I said, no, I don't like this at all.

This is crazy.

It's going to take 10 years.

The valuation that we come in at is going to be really high.

And they said, you know what?

Don't care.

Don't care.

This is autonomous driving.

Are you kidding me?

This is the mother of all markets.

If they have the thing that can drive cars autonomously, it's going to be worth a ton.