Neil Mehta

I'm going to have a controversial answer. I think it's Yuri Milner. The easy answer is Masa. Most people, I think the Mike Moritz's and phenomenal, Peter Fenton's, phenomenal investors. It's hard to argue against Masa. I will in a second. Have you spent time with Masa? He gets made fun of a lot. He is incredible. First of all, step back for a second.

I'm going to have a controversial answer. I think it's Yuri Milner. The easy answer is Masa. Most people, I think the Mike Moritz's and phenomenal, Peter Fenton's, phenomenal investors. It's hard to argue against Masa. I will in a second. Have you spent time with Masa? He gets made fun of a lot. He is incredible. First of all, step back for a second.

This guy came from Japan when he was in his teens. He didn't speak a word of English. was ostracized for not speaking a word of English, studied his butt off. It goes back to Japan, creates one of the largest enterprise value companies in Japan over the course of 20 plus years. Along the way, decides to become an accidental investor. At one point, he was the richest man in the world.

This guy came from Japan when he was in his teens. He didn't speak a word of English. was ostracized for not speaking a word of English, studied his butt off. It goes back to Japan, creates one of the largest enterprise value companies in Japan over the course of 20 plus years. Along the way, decides to become an accidental investor. At one point, he was the richest man in the world.

One thing I think is underrated is Silicon Valley is a fairly insular culture and has never really been that nice to Monsanto.

One thing I think is underrated is Silicon Valley is a fairly insular culture and has never really been that nice to Monsanto.

They make fun of his PowerPoint slides. They make fun of the investments he makes. There's almost like a twinge of, I don't want to call it racism, but xenophobia to him. Like, what is this guy doing coming out of nowhere? The guy's multiple times made $100 billion returns. I remember when he invested in Arm. I have a lot of respect for Mosse.

They make fun of his PowerPoint slides. They make fun of the investments he makes. There's almost like a twinge of, I don't want to call it racism, but xenophobia to him. Like, what is this guy doing coming out of nowhere? The guy's multiple times made $100 billion returns. I remember when he invested in Arm. I have a lot of respect for Mosse.

I don't think Green Oak should emulate the way they invest. I think Mosse is an N of one. But when he invested in Arm, I had a friend of mine who runs a large investment bank call and say, could you believe how stupid this guy is? I can't believe he bought Arm. That thing is tanking. It's never going to work. This guy had his semiconductors analyst on a call with me.

I don't think Green Oak should emulate the way they invest. I think Mosse is an N of one. But when he invested in Arm, I had a friend of mine who runs a large investment bank call and say, could you believe how stupid this guy is? I can't believe he bought Arm. That thing is tanking. It's never going to work. This guy had his semiconductors analyst on a call with me.

Semiconductor analyst runs out a list of reasons on why this investment's never going to work. Mosse and another entrepreneur And I decided I'm going to give all the reasons. I'm like, here are all the reasons the semi-analyst from one of the big investment banks thinks you're going to fail on arm. Listen, one, two, three, four, five, six, seven, eight, nine, 10. Listen to him.

Semiconductor analyst runs out a list of reasons on why this investment's never going to work. Mosse and another entrepreneur And I decided I'm going to give all the reasons. I'm like, here are all the reasons the semi-analyst from one of the big investment banks thinks you're going to fail on arm. Listen, one, two, three, four, five, six, seven, eight, nine, 10. Listen to him.

He's like, ah, but he fails to realize that the market's growing. And he was right. I've seen him multiple times. And by the way, underrated for how great he is with entrepreneurs at times. He's come up and stepped into the plate. Sometimes you can measure investors not by figuring out where the momentum's going,

He's like, ah, but he fails to realize that the market's growing. And he was right. I've seen him multiple times. And by the way, underrated for how great he is with entrepreneurs at times. He's come up and stepped into the plate. Sometimes you can measure investors not by figuring out where the momentum's going,

But when the going gets tough, how they stand up for entrepreneurs, and I've seen him three or four times step up to the plate in a meaningful way, whether it's Tony at DoorDash or the Obama coupon, pay off most times, not all the time, most times. I think that's really remarkable.

But when the going gets tough, how they stand up for entrepreneurs, and I've seen him three or four times step up to the plate in a meaningful way, whether it's Tony at DoorDash or the Obama coupon, pay off most times, not all the time, most times. I think that's really remarkable.

The reason I say Yuri is when I was at T. Shaw and Yuri made the investment in Facebook, I didn't know you were allowed to make investments like that. I remember going to my boss and saying, are we allowed to invest in money-losing internet companies at $10 billion in enterprise value that are still private?

The reason I say Yuri is when I was at T. Shaw and Yuri made the investment in Facebook, I didn't know you were allowed to make investments like that. I remember going to my boss and saying, are we allowed to invest in money-losing internet companies at $10 billion in enterprise value that are still private?

I know the growth investing of buying things at four times revenue that's a software company and adding a couple of bolt-ons into it. That to me was growth investing and private equity in growth companies. Yuri broke that mental model for me.

I know the growth investing of buying things at four times revenue that's a software company and adding a couple of bolt-ons into it. That to me was growth investing and private equity in growth companies. Yuri broke that mental model for me.