Lucas Swisher

I mean, if you look at his track record, it's incredible.

Figma, Glean, Rippling, Slack.

I mean, it's just this unbelievable hit after hit after hit.

What Mamoon is special at and what he pays attention to and what I learned from him is there are distinct inflection points in companies.

There are moments where they really kink, they kink up, and he is the master at seeing that around the Series A. With very little data, being able to see it, I remember going back to, I worked on Figma with him when I was an associate at Kleiner, and I cut all the data from a moon.

It was a very fun time.

And I remember he took one look at it, and within 30 seconds, he was like, we're doing it.

And there was this big company, Envision, at the time.

And it was a great company, and everybody thought it was the winner.

And he looked at that data, and he was like, this is going to happen.

And what he saw is the net retention curves, the customer behavior of really big companies.

I think, I can't remember exactly, but I think the companies were Google and Square and Amazon, right?

Like really insane customers.

And this is when Figma had 500K of AR.

And he saw the usage curves inside those three companies.

He's like, we're at an inflection point.

We're doing this.

And that's what he's amazing at.

Absolute dollar return.

I think you've got to split it in some way.