Patrick O'Shaughnessy

Here's 10 customers you can talk to.

I'm sure that's great.

But also on the underwriting side, them making sure they understand your business extremely well.

I'm expecting it as a short period of time.

What have the very best done in that window?

What about on just like the pure underwriting side?

So an investor comes in, they're really smart.

Let's take that for granted.

They just want to understand your business, the good, the bad, the ugly, as fast as possible.

What have you seen the best do in that side of the investment process, including things like how fast they move or how deliberate they move or anything like that?

Let's talk about that.

Let's talk about recruiting and culture, starting with culture.

How would you describe it?

We talked about the quote on your wall is the first question.

So that's part of it, of course, extremely competitive, extreme bias to action, get things done.

What are the other key components of your culture?

Like when you're sitting with a new recruit, what do you tell them about what kind of place it is?

One of the most interesting subplots of this entire business evolution in and around AI is talent wars.

Yeah.

Obviously, it's happening in the most extreme cases at the model layer between meta and anthropic and open AI.