Ivan

the different categories that we play in has like i think we've barely scratched the surface on it and so there's you know we're pretty excited to sort of like keep building towards that vision one of the things evaluation even matter if you're cash flow positive if you're being blunt valuation matters a lot if you're not cash flow positive because there's crunch time in 18 months when you're going back to the vc and your judgment day comes on your valuation if you don't need to go back to the vc

the different categories that we play in has like i think we've barely scratched the surface on it and so there's you know we're pretty excited to sort of like keep building towards that vision one of the things evaluation even matter if you're cash flow positive if you're being blunt valuation matters a lot if you're not cash flow positive because there's crunch time in 18 months when you're going back to the vc and your judgment day comes on your valuation if you don't need to go back to the vc

Is that a challenge with leaders today? You bring them in at a 10 billion price. It's high. Like seeing like, you know, 10x on that is hard.

Is that a challenge with leaders today? You bring them in at a 10 billion price. It's high. Like seeing like, you know, 10x on that is hard.

Is that a challenge with leaders today? You bring them in at a 10 billion price. It's high. Like seeing like, you know, 10x on that is hard.

When you look back at your fundraising, what would you have done differently? I wouldn't do anything different. How did Sequoia come together?

When you look back at your fundraising, what would you have done differently? I wouldn't do anything different. How did Sequoia come together?

When you look back at your fundraising, what would you have done differently? I wouldn't do anything different. How did Sequoia come together?

Do you find having Sequoia as an investor is a needle mover for a company?

Do you find having Sequoia as an investor is a needle mover for a company?

Do you find having Sequoia as an investor is a needle mover for a company?

What does it help most? Talent, customer acquisition, pure brand and market and ego. What is the thing that is the needle mover for?

What does it help most? Talent, customer acquisition, pure brand and market and ego. What is the thing that is the needle mover for?

What does it help most? Talent, customer acquisition, pure brand and market and ego. What is the thing that is the needle mover for?

you know service now was like 12 years and two quarters ago right and i think that's i think it's like he's seen the movie so many different times and so his mind is so structured that's what for me with him like whatever problem you have he'll break down it to like core component parts and then play it back in an incredible clarity and structure

you know service now was like 12 years and two quarters ago right and i think that's i think it's like he's seen the movie so many different times and so his mind is so structured that's what for me with him like whatever problem you have he'll break down it to like core component parts and then play it back in an incredible clarity and structure

you know service now was like 12 years and two quarters ago right and i think that's i think it's like he's seen the movie so many different times and so his mind is so structured that's what for me with him like whatever problem you have he'll break down it to like core component parts and then play it back in an incredible clarity and structure

We mentioned Pat, we mentioned Index, we mentioned CodeTwo. When investors invest and lead and write big checks, they generally get board seats. You did boards a little bit differently. How did you do a board differently actually?

We mentioned Pat, we mentioned Index, we mentioned CodeTwo. When investors invest and lead and write big checks, they generally get board seats. You did boards a little bit differently. How did you do a board differently actually?

We mentioned Pat, we mentioned Index, we mentioned CodeTwo. When investors invest and lead and write big checks, they generally get board seats. You did boards a little bit differently. How did you do a board differently actually?