Rory O'Driscoll

Just all in.

Just do all the winners.

My point is this.

I mean, Harry, you had Alex Rample from Andreessen the other day on the pod, right?

And he made the point, listen, this is how you win at Andreessen.

I mean, it's Captain Obvious, but it's still helpful.

You either own a lot early or you invest whatever you can get into if it's a guaranteed winner.

It's like it's that simple as the playbook.

And so if today, if in today's world you have LPs, especially if they're in SPVs or

annex funds or something, if they'll give you billions and billions for access to these things, you could argue whether you want to do that or whether you don't like it, but it's almost free money.

Jason, Jason, we started this call when we were waiting for you, and I'm like, Rory.

He goes, fuck off.

It's a second.

It's a second.

Which?

All these leaders not IPOing is the greatest gift of venture in our lifetimes.

It's playing the growth super cycle bet today.

That's the winning play.

Kudos to Lightspeed, right?

They're playing the game on the field and it's bad for seed VCs.