Lucas Swisher

in OpenAI and a few of these other businesses, he called us really early in this wave, like pre-ChatGPT in this wave and was like, hey, we're going to start integrating AI into our business now.

And so that type of mentality, both the ability to develop multiple products and hop TAMs and to stay ahead of the curve in AI, I think is going to serve them very well.

Credit to those folks.

And I mean, credit to the growth investors who took a leap on that one a little early too, right?

It was very non-obvious.

It's, I mean, I worked for Mary Meeker when I was at Kleiner Perkins and she was one of the folks that took a leap on Canva.

I think the biggest lesson is she has this and it comes from her background of being at Morgan Stanley for a really long time.

She has this incredible analytical bent of being able to see things and see stories and numbers that other folks don't and being willing to lean against the grain whenever she feels things.

And she's able to tell these incredible stories with data.

and understand what's happening in the world based on data.

I'll give you one example.

I remember my second week at Kleiner, I didn't know how to model.

I came from inside.

I could barely model.

I was great at talking to founders, but could barely model.

And I found myself in the middle of a modeling exercise with Mary and just getting absolutely destroyed.

And one of the things she taught me is like that is actually really important.

Being able to express a company in a few a complex company in a few lines in Excel and tell stories with data is like an incredible skill.

And she has this knack of being able to look at like sell in 95 and know there's an error.

And so that's what I learned is to be like highly analytical, very detail oriented, and to tell the story with the data.