Neil Mehta

And as an intern, I was working on a financial transaction It's actually a really interesting financial transaction. It had to do with cruise line ships. And the way you would finance some of these cruise line ships is you would find a country that was willing to give you 100% LTV financing. In Germany, they're called like a KD or KG structure. In Korea, they're called something else.

And as an intern, I was working on a financial transaction It's actually a really interesting financial transaction. It had to do with cruise line ships. And the way you would finance some of these cruise line ships is you would find a country that was willing to give you 100% LTV financing. In Germany, they're called like a KD or KG structure. In Korea, they're called something else.

But these countries would do it in order to give you jobs to give their local citizens, you know, the shipyards would be full and they'd make it very tax efficient for doctors and dentists in these countries to invest. You have to really be steeped in strange financing structures in your late teens to be interested in this stuff.

But these countries would do it in order to give you jobs to give their local citizens, you know, the shipyards would be full and they'd make it very tax efficient for doctors and dentists in these countries to invest. You have to really be steeped in strange financing structures in your late teens to be interested in this stuff.

So I was telling my brother, my younger brother was at Penn and he was a freshman. It was during like spring fling. I was telling my brother about this financing structure. My brother couldn't care less. Like, this is not what is interesting. And Benny, who was his roommate, was sitting on the couch and I was like, oh, KD or KG financing structures. And I was like, this kid knows.

So I was telling my brother, my younger brother was at Penn and he was a freshman. It was during like spring fling. I was telling my brother about this financing structure. My brother couldn't care less. Like, this is not what is interesting. And Benny, who was his roommate, was sitting on the couch and I was like, oh, KD or KG financing structures. And I was like, this kid knows.

I was one of these older brothers who thought all their younger brother's friends were like goons, not serious people. And I parked up and I was like, who is this? It was love at first sight. Benny and I became close friends. Right away, I knew Benny's zero to one clock speed. is the fastest I've ever seen to this day.

I was one of these older brothers who thought all their younger brother's friends were like goons, not serious people. And I parked up and I was like, who is this? It was love at first sight. Benny and I became close friends. Right away, I knew Benny's zero to one clock speed. is the fastest I've ever seen to this day.

I've never seen someone look at a business or look at a model or think about a situation and so quickly get to the jugular. He's astonishing. The second thing I'd probably tell you about him that's unique is he's able to extend our time horizon as a firm pretty consistently.

I've never seen someone look at a business or look at a model or think about a situation and so quickly get to the jugular. He's astonishing. The second thing I'd probably tell you about him that's unique is he's able to extend our time horizon as a firm pretty consistently.

Sometimes when things are moving really fast and you're in fog of war, you could find yourself constraining your time horizon. You're trying to make decisions that are optimal in the short term, just to make sure that's the corner you could see around.

Sometimes when things are moving really fast and you're in fog of war, you could find yourself constraining your time horizon. You're trying to make decisions that are optimal in the short term, just to make sure that's the corner you could see around.

And Benny is so good at stepping back and reminding everybody, including myself, especially myself, what we're trying to optimize for over the fullness of time. I mean, really, really astonishing. He is the most... clear and concise thinker one could have as a partner. So often I describe a situation that I'm thinking through.

And Benny is so good at stepping back and reminding everybody, including myself, especially myself, what we're trying to optimize for over the fullness of time. I mean, really, really astonishing. He is the most... clear and concise thinker one could have as a partner. So often I describe a situation that I'm thinking through.

We talk about everything at Green Oaks, down to when you walk in, what the lighting is in our office. We are micromanagers to the max. And when we talk about investments, Green Oaks, it's not atypical for us to sit around as a team and talk for three, four hours about a single company. And then we go home, we put our kids to bed, and then I'll call Benny and we'll talk from 9 p.m. to 1 a.m.

We talk about everything at Green Oaks, down to when you walk in, what the lighting is in our office. We are micromanagers to the max. And when we talk about investments, Green Oaks, it's not atypical for us to sit around as a team and talk for three, four hours about a single company. And then we go home, we put our kids to bed, and then I'll call Benny and we'll talk from 9 p.m. to 1 a.m.

in the morning. We almost do that every night. I've talked to Benny already four times this morning.

in the morning. We almost do that every night. I've talked to Benny already four times this morning.

We do do a lot of that. If you just step back for AI, we're investing in a bunch of different companies across a bunch of different industries. What is the common thread? And there's this great, I forget the name of the book, but it was about the Wright brothers figuring out how to get a plane in the air. And there's all these people chasing... trying to be the first one to flight.

We do do a lot of that. If you just step back for AI, we're investing in a bunch of different companies across a bunch of different industries. What is the common thread? And there's this great, I forget the name of the book, but it was about the Wright brothers figuring out how to get a plane in the air. And there's all these people chasing... trying to be the first one to flight.