Katherine Boyle

Again, it was, you know, it was 2022.

It was before Russia invaded Ukraine.

We're not going to be ashamed of it.

But, like, by their nature, these companies have to sell to the DoD.

They sell to the DoD before they sell to other countries.

They're not global companies.

They are American companies.

They are very different than the software that sells all over the world that can operate on the Internet.

These are physical different things.

And we have to be very clear with our language that these are American companies.

And the investor class, I think, was stunned, mainly because...

A lot of our rival firms were still investing in China.

Like they had still made so much money in China.

And this is a whole other story.

But when we said America, it was like we planted the flag of our own country and said, yeah, we're going to build for this country.

And it was probably the most refreshing thing to founders because they had never heard an investor.

They had never heard.

And again, having Marc Andreessen say it, you know, it's like I'm just little old me.

Right.

You know, but when Marc Andreessen, the founder of the Internet, basically.