Rory O'Driscoll

this thing over the holidays, and I probably put 100 hours into it because it was over the holidays, right?

This was not a one-shot deal, but it's magic.

And so if the revenue growth justifies it and the product is literally more than an order of magnitude better, I would argue, I know this is the math that we're going to look back of and make fun of ourselves, but I would argue this is a much less risky investment today, whatever it is, within reason.

than it was at $2.5 billion, where I didn't even think this was a stable product.

Like, I thought it was cool, but it didn't work.

And by the end of this year, man, it's going to be even better, right?

So we're just getting so much benefits of these improvements.

And everyone that's like, oh, you know, if you watch the Ben Affleck, Matt Damon one on Joe Rogan, pretty fun.

And Ben's like, well, nothing's really improving anymore in LLMs.

And maybe it isn't in Hollywood, although I doubt it.

We've just started with agents.

And it's just so much better.

So I think Replit's a hundred times, I know the math, venture math doesn't work this way, but if it's a hundred or a thousand times better product, it's probably worth two to three times more if the revenue is growing at outlier rates.

Sounds like a better deal than a lot of other portfolio companies.

If it hits the number, if it hits the number, it sounds like a pretty good deal, right?

Yeah, you can view, but you're right.

You can view the code and some folks use it that way, but it's basically abstracted away.

It's hidden, right?

The more you do it, the better you'll get at understanding how the agent thinks and works, right?

Add Excel too.