Lucas Swisher

And many of them are stuck inside of two, three, four companies.

But the rest, most of them,

are in a very small radius in the Bay Area.

It's not impossible, but it's kind of like, why would you make your life harder?

It's not easy because, you know, if you've done this long enough, you have a lot of misses.

A lot.

I do remember very distinctly going and visiting Andoril for the billion dollar round down in LA.

I was a SaaS investor at the time.

So why I was the one who went to visit Andoril, I won't know.

But it was one of the, it was a classic case of back then, I think my perspective was slightly more myopic, right?

I was mostly focused on SaaS, very focused on metrics.

And if you looked at that P&L, there's no way, you know, you're a P&L investor.

There's no way you invest.

Just is what it is.

It was an ugly P&L.

It was an example of me missing the forest through the trees.

Not seeing just how special the founding team was there, just how important that trend was, where the world was going, right?

And that's an example of where, you know, Founders Fund got that right.

A lot of people got that right.

We got that wrong.