Neil Mehta

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.

And he was the first one I remember making a large scale category defining investment in a category defining company that was so obviously going to change the world. The way he built DST, the number of correct decisions he's made compared to the number of bad decisions he's made. it really is a remarkable ratio. I can't name, I think the total impairment in all of DST is like very low.

And he was the first one I remember making a large scale category defining investment in a category defining company that was so obviously going to change the world. The way he built DST, the number of correct decisions he's made compared to the number of bad decisions he's made. it really is a remarkable ratio. I can't name, I think the total impairment in all of DST is like very low.

The quantum of money they've made as a firm, and then also with his personal investing in things like ByteDance and Xiaomi, You just take one of those and that's all of the firm's returns. By the way, who do you think is the best?

The quantum of money they've made as a firm, and then also with his personal investing in things like ByteDance and Xiaomi, You just take one of those and that's all of the firm's returns. By the way, who do you think is the best?

Yeah. I've only gotten to know Mike a little bit better recently and not a lot of people would know this. I don't know if he would describe us as a competitor when we were coming up, but I certainly think about them. I think they're an amazing firm. And Mike recently retired.

Yeah. I've only gotten to know Mike a little bit better recently and not a lot of people would know this. I don't know if he would describe us as a competitor when we were coming up, but I certainly think about them. I think they're an amazing firm. And Mike recently retired.

When I was going through all the San Francisco stuff, when politicians were holding my face on a picket, Mike emailed me and I was like, can I help you a little? Any help? What you got? And he recommended that I write an op-ed. And he's like, I know you don't want to do anything publicly. I know you wouldn't like this, but I think it's the right thing to do.

When I was going through all the San Francisco stuff, when politicians were holding my face on a picket, Mike emailed me and I was like, can I help you a little? Any help? What you got? And he recommended that I write an op-ed. And he's like, I know you don't want to do anything publicly. I know you wouldn't like this, but I think it's the right thing to do.