Neil Mehta

That's like the most obvious one. I really do. If they never invested another dollar with Green Oaks, I'd still be good friends with most all of them. And that's becoming increasingly true every year at Green Oaks. The second is... We're competitive. We're deeply competitive. And it really bothers us if we're not amongst the best returning investment opportunities for our LPs.

That's like the most obvious one. I really do. If they never invested another dollar with Green Oaks, I'd still be good friends with most all of them. And that's becoming increasingly true every year at Green Oaks. The second is... We're competitive. We're deeply competitive. And it really bothers us if we're not amongst the best returning investment opportunities for our LPs.

I remember there's a table that came out in 2021, and it had the endowments by return. And I was really proud of the fact that for the three or four top ones, we drove some real performance for them. But that matters to me.

I remember there's a table that came out in 2021, and it had the endowments by return. And I was really proud of the fact that for the three or four top ones, we drove some real performance for them. But that matters to me.

I'm sure we have tons of critics. I actively try to seek it out. So I think I can apply that to some of it. Yeah, although you feel free to add in. I just had a dinner where I met a bunch of young people. I asked them this specific question. I said, what are the most negative things you can say about Green Oaks? And I'll give you each comment because I thought all of them were valid.

I'm sure we have tons of critics. I actively try to seek it out. So I think I can apply that to some of it. Yeah, although you feel free to add in. I just had a dinner where I met a bunch of young people. I asked them this specific question. I said, what are the most negative things you can say about Green Oaks? And I'll give you each comment because I thought all of them were valid.

So the first was Green Oaks, wildly successful early, but as of late, what have they done? And I think that's such a healthy attitude, frankly. You're only as good as your next day. And my pushback was, it takes time. The stuff you're judging us on 10 years ago, there's stuff you would judge us on in another 10 years that we did today, but it just doesn't show. So that would be the first.

So the first was Green Oaks, wildly successful early, but as of late, what have they done? And I think that's such a healthy attitude, frankly. You're only as good as your next day. And my pushback was, it takes time. The stuff you're judging us on 10 years ago, there's stuff you would judge us on in another 10 years that we did today, but it just doesn't show. So that would be the first.

The second would be some higher priced rounds that look like really crazy on the outside. They don't make any logical sense. Why did you do them? We have some logic for why we did them, but we could be wrong. Benny and I as founders, we've pushed our organization really hard. One of the other pieces of feedback might be like, are you pushing too hard? We can't always hire while we can fire fast.

The second would be some higher priced rounds that look like really crazy on the outside. They don't make any logical sense. Why did you do them? We have some logic for why we did them, but we could be wrong. Benny and I as founders, we've pushed our organization really hard. One of the other pieces of feedback might be like, are you pushing too hard? We can't always hire while we can fire fast.

We run a very tight team. We're reasonably intense in the way we run that team. You can make an argument that you should not run at this intensity level. You could run at 70% of this intensity level and things would be just fine. I just don't think we'd be that happy if we did it. So it probably is the right feedback, but I don't value it that much.

We run a very tight team. We're reasonably intense in the way we run that team. You can make an argument that you should not run at this intensity level. You could run at 70% of this intensity level and things would be just fine. I just don't think we'd be that happy if we did it. So it probably is the right feedback, but I don't value it that much.

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.