Mark Goldberg

To me, it's a very obvious answer. I would go all in on it. That would include lending as well. It gives me heartburn. But at the early stage, the stage I'm investing at, the stage that's core to chemistry, finding great people at this stage, they're going to iterate into something that's interesting. And again, please take the other side of it.

You know, even in my partnership, you would hear Ethan's much more markets focused than I am. But for me, great founders figure out a way to create market. I mean, if you look at I was very fortunate to see some amazing companies from Index from the early days, whether it was a Figma, whether it was a Wiz, whether it was a Datadog.

You know, even in my partnership, you would hear Ethan's much more markets focused than I am. But for me, great founders figure out a way to create market. I mean, if you look at I was very fortunate to see some amazing companies from Index from the early days, whether it was a Figma, whether it was a Wiz, whether it was a Datadog.

You know, even in my partnership, you would hear Ethan's much more markets focused than I am. But for me, great founders figure out a way to create market. I mean, if you look at I was very fortunate to see some amazing companies from Index from the early days, whether it was a Figma, whether it was a Wiz, whether it was a Datadog.

Companies that have been able to build TAM by just increasing the surface area of their products. That's the lesson I draw from some of those businesses that I've seen from the early days.

Companies that have been able to build TAM by just increasing the surface area of their products. That's the lesson I draw from some of those businesses that I've seen from the early days.

Companies that have been able to build TAM by just increasing the surface area of their products. That's the lesson I draw from some of those businesses that I've seen from the early days.

Okay, so... It's funny. We just looked at a recruiting software company. So I'm just laughing about that. But what I would say is one of the dangers of experience and having done this for almost a decade now is shutting your brain off for a category that didn't work in the past.

Okay, so... It's funny. We just looked at a recruiting software company. So I'm just laughing about that. But what I would say is one of the dangers of experience and having done this for almost a decade now is shutting your brain off for a category that didn't work in the past.

Okay, so... It's funny. We just looked at a recruiting software company. So I'm just laughing about that. But what I would say is one of the dangers of experience and having done this for almost a decade now is shutting your brain off for a category that didn't work in the past.

So I have a little bit of an allergic reaction when you say that, not because I disagree with you in any of those specifics, but in the sense of a trap that people fall into. And this happened in fintech. You look at the evolution of fintech.

So I have a little bit of an allergic reaction when you say that, not because I disagree with you in any of those specifics, but in the sense of a trap that people fall into. And this happened in fintech. You look at the evolution of fintech.

So I have a little bit of an allergic reaction when you say that, not because I disagree with you in any of those specifics, but in the sense of a trap that people fall into. And this happened in fintech. You look at the evolution of fintech.

So in FinTech, the most knowledgeable people were a bunch of the East Coast funds that knew that had spent two decades inside of financial institutions and knew the market way better than the West Coast funds. And they outsmarted themselves from every money making deal in the category, the really, really big ones.

So in FinTech, the most knowledgeable people were a bunch of the East Coast funds that knew that had spent two decades inside of financial institutions and knew the market way better than the West Coast funds. And they outsmarted themselves from every money making deal in the category, the really, really big ones.

So in FinTech, the most knowledgeable people were a bunch of the East Coast funds that knew that had spent two decades inside of financial institutions and knew the market way better than the West Coast funds. And they outsmarted themselves from every money making deal in the category, the really, really big ones.

And the West Coast funds that had the naivety to lean in, I think still did really, really well.

And the West Coast funds that had the naivety to lean in, I think still did really, really well.

And the West Coast funds that had the naivety to lean in, I think still did really, really well.

What I would say is Matt Harris is probably the smartest and best FinTech investor out there. I mean, you know, Rivet's obviously incredible as well. But Matt Harris, I think, you know, has kind of set the direction of FinTech for a very long time. But what I would argue is like that knowledge can be counterproductive as well. If you know too much, because the crazy ideas are crazy, right?