Jason Lampkin

Who does the $12 billion Brex round here where nothing but greatness but gets caught with the tail end of hubristic fundraising?

And even more, these late stage deals of great companies, they're very easy to talk yourself into when times are good.

When times are tough, they're still hard to talk yourself into.

But I mean, times are mixed today, but the good stuff is so good.

It's so easy to walk into the partners meeting and advocate for open evidence, isn't it?

It's just so easy.

Yeah.

Guys, yes, it's a little expensive at 50,000 times revenue or whatever it is.

But I mean, you can't argue that this is a this is a generational company.

And Marc Andreessen says we do generational companies at any price.

We just buy as much as we can.

They only go up overall.

Not not all of them, but they only go up overall.

This is this is a generational company.

I know it was 12 billion last week, but I propose one billion at 35 billion guys this week.

It's a generational company.

I'll tell you what I found interesting about it.

This and then Gary Tan again saying that venture should be 10 times bigger.

Smart guys, right?

Is this really an asset class?