Mamoon Hamid

Maybe my excitement wanes, and then I come back a few days later when we see each other again. It's like, you know what, like, we talked about that, and, you know, I'm sort of leaning out on the opportunity. And so I think that's also the magic of being around the same table in the same room. You get to really test each other's conviction. So you don't have a vote, right?

We have a discussion, but there's no vote.

We have a discussion, but there's no vote.

We have a discussion, but there's no vote.

Yeah.

Yeah.

Yeah.

But that hasn't happened.

But that hasn't happened.

But that hasn't happened.

I'd say it's when questions get asked around, or is this a fleeting cycle of adoption for this sort of product? Or this is going to be gnarly dogfight because there are too many competitors, or this is the wrong time. The risk reward isn't great for this round. That's when your excitement tends to wane. Do you do outcome scenario planning? We used to, and haven't done it more recently.

I'd say it's when questions get asked around, or is this a fleeting cycle of adoption for this sort of product? Or this is going to be gnarly dogfight because there are too many competitors, or this is the wrong time. The risk reward isn't great for this round. That's when your excitement tends to wane. Do you do outcome scenario planning? We used to, and haven't done it more recently.

I'd say it's when questions get asked around, or is this a fleeting cycle of adoption for this sort of product? Or this is going to be gnarly dogfight because there are too many competitors, or this is the wrong time. The risk reward isn't great for this round. That's when your excitement tends to wane. Do you do outcome scenario planning? We used to, and haven't done it more recently.

We used to do like, what is the probability of this company being a zero, a $500 million exit, a $250 million exit, a billion dollar exit, and a $10 billion exit. You do the percentages. It's such false precision. I always do 25, 25, 25. Thank you so much. It's such false precision that I think it feels like busy work, actually. Who's the best picker in the team? Josh is a very precise picker.

We used to do like, what is the probability of this company being a zero, a $500 million exit, a $250 million exit, a billion dollar exit, and a $10 billion exit. You do the percentages. It's such false precision. I always do 25, 25, 25. Thank you so much. It's such false precision that I think it feels like busy work, actually. Who's the best picker in the team? Josh is a very precise picker.

We used to do like, what is the probability of this company being a zero, a $500 million exit, a $250 million exit, a billion dollar exit, and a $10 billion exit. You do the percentages. It's such false precision. I always do 25, 25, 25. Thank you so much. It's such false precision that I think it feels like busy work, actually. Who's the best picker in the team? Josh is a very precise picker.

I would say that Ilya and I, we're almost always on the same page. We're like too similar, actually. Is that too dangerous, actually? Because you can almost encourage each other. Well, it's actually great because if I meet someone and then I say, you know, Ilya, come over, you know, like I'll see him in the hallway. Can you meet this person for like five or ten minutes?

I would say that Ilya and I, we're almost always on the same page. We're like too similar, actually. Is that too dangerous, actually? Because you can almost encourage each other. Well, it's actually great because if I meet someone and then I say, you know, Ilya, come over, you know, like I'll see him in the hallway. Can you meet this person for like five or ten minutes?

I would say that Ilya and I, we're almost always on the same page. We're like too similar, actually. Is that too dangerous, actually? Because you can almost encourage each other. Well, it's actually great because if I meet someone and then I say, you know, Ilya, come over, you know, like I'll see him in the hallway. Can you meet this person for like five or ten minutes?

And he did that to me recently, actually. And he'll come in and he's like, oh, yeah, I see the same thing you do. So we are in some ways quite similar, which is awesome. I think we may miss some of the same things then too because of it. But I think it's a good lock to get, especially when we're trying to build conviction or at least quickly get to, am I seeing the same thing that you're seeing?