Jeff Wang

I'm optimistic. Overall, the market, what it has created is it's created great consumer companies, great financials companies. I think what we haven't yet seen is great technology companies, in part because some of the best technology founders come to the US. But I'm optimistic. I just caught up with a couple of the GPs on the Peak15 team last week.

I'm optimistic. Overall, the market, what it has created is it's created great consumer companies, great financials companies. I think what we haven't yet seen is great technology companies, in part because some of the best technology founders come to the US. But I'm optimistic. I just caught up with a couple of the GPs on the Peak15 team last week.

I think what they're seeing on the ground, I mean, I've been impressed, for example, by what Zomato has done. The stock price chart there is incredible. And to be able to go from the level of burn that they were doing early on to now really turning that into a profitable business. I think one of the things that we've seen in India is that that brutal level of competition that you saw

I think what they're seeing on the ground, I mean, I've been impressed, for example, by what Zomato has done. The stock price chart there is incredible. And to be able to go from the level of burn that they were doing early on to now really turning that into a profitable business. I think one of the things that we've seen in India is that that brutal level of competition that you saw

I think what they're seeing on the ground, I mean, I've been impressed, for example, by what Zomato has done. The stock price chart there is incredible. And to be able to go from the level of burn that they were doing early on to now really turning that into a profitable business. I think one of the things that we've seen in India is that that brutal level of competition that you saw

Actually, in the US, right, too, you saw in the US in the zero interest rate environment that has subsided in India as well. And so that's allowed companies like as a model just to become more profitable, better businesses.

Actually, in the US, right, too, you saw in the US in the zero interest rate environment that has subsided in India as well. And so that's allowed companies like as a model just to become more profitable, better businesses.

Actually, in the US, right, too, you saw in the US in the zero interest rate environment that has subsided in India as well. And so that's allowed companies like as a model just to become more profitable, better businesses.

With Doug, first of all, Doug's an incredible human being. So he's so good at building trust. He's always generous with his time. I can get him on the phone no matter what continent he's on. He's traveled the world with me to meet with LPs. So I can tell you what Doug likes to eat in every city. If you get him to Boston, he will absolutely crush cherry stone clams.

With Doug, first of all, Doug's an incredible human being. So he's so good at building trust. He's always generous with his time. I can get him on the phone no matter what continent he's on. He's traveled the world with me to meet with LPs. So I can tell you what Doug likes to eat in every city. If you get him to Boston, he will absolutely crush cherry stone clams.

With Doug, first of all, Doug's an incredible human being. So he's so good at building trust. He's always generous with his time. I can get him on the phone no matter what continent he's on. He's traveled the world with me to meet with LPs. So I can tell you what Doug likes to eat in every city. If you get him to Boston, he will absolutely crush cherry stone clams.

He's just someone that you want to go with to war with on their side. Second, Doug has what he calls a great sniffer. Just incredible commercial instinct. He's always listening out, keeping those ears open, looking for what's working and connecting the dots. Doug is exceptional at that. For Michael, I'd say Michael has superpowers that I will never possess. He's got an incredible nose for talent.

He's just someone that you want to go with to war with on their side. Second, Doug has what he calls a great sniffer. Just incredible commercial instinct. He's always listening out, keeping those ears open, looking for what's working and connecting the dots. Doug is exceptional at that. For Michael, I'd say Michael has superpowers that I will never possess. He's got an incredible nose for talent.

He's just someone that you want to go with to war with on their side. Second, Doug has what he calls a great sniffer. Just incredible commercial instinct. He's always listening out, keeping those ears open, looking for what's working and connecting the dots. Doug is exceptional at that. For Michael, I'd say Michael has superpowers that I will never possess. He's got an incredible nose for talent.

He's a terrific communicator. He's even an accomplished painter now. So one thing that I've learned from him is to borrow his superpowers as opposed to trying to develop them on my own, right? which is really a lesson in teamwork, except that Michael is the star player at almost every position on the team. Michael still helps me write my quarterly letters to this day.

He's a terrific communicator. He's even an accomplished painter now. So one thing that I've learned from him is to borrow his superpowers as opposed to trying to develop them on my own, right? which is really a lesson in teamwork, except that Michael is the star player at almost every position on the team. Michael still helps me write my quarterly letters to this day.

He's a terrific communicator. He's even an accomplished painter now. So one thing that I've learned from him is to borrow his superpowers as opposed to trying to develop them on my own, right? which is really a lesson in teamwork, except that Michael is the star player at almost every position on the team. Michael still helps me write my quarterly letters to this day.

I recall flying out to Ottawa to meet Toby at Shopify with him. And Michael walks out of that meeting and just says, look, Jeff, just squat in that investment and just set an alert for yourself if Toby ever gets hit by a bus. His nose for talent, I can borrow. The second, I'll tell you a quick story here. Who's got a better nose for talent, Mike or Doug?

I recall flying out to Ottawa to meet Toby at Shopify with him. And Michael walks out of that meeting and just says, look, Jeff, just squat in that investment and just set an alert for yourself if Toby ever gets hit by a bus. His nose for talent, I can borrow. The second, I'll tell you a quick story here. Who's got a better nose for talent, Mike or Doug?

I recall flying out to Ottawa to meet Toby at Shopify with him. And Michael walks out of that meeting and just says, look, Jeff, just squat in that investment and just set an alert for yourself if Toby ever gets hit by a bus. His nose for talent, I can borrow. The second, I'll tell you a quick story here. Who's got a better nose for talent, Mike or Doug?