A little small, intimate affair.

Yeah, and we had from the likes of...

David Bazzucchi, CEO of Roblox, to Serena Williams, to Prince Harry, to Paris Hilton, to former Vice President Kamala Harris there.

And, you know, we brought all of those folks together and 1,000 invite-only attendees that include all the best people VCs in the world, LPs, and founders.

And this is what we love doing.

We're wired to community build and do it in a way where it's not all about like, oh, how can we just make a billion dollars? It is the most exciting period of time in my investing career because the things that we're seeing, it feels like science fiction.

All those things you read about in books growing up as a kid from like, robotics, self-driving cars, AI that can act as a personal companion like her.

Basically, these LLMs here, it's kind of on top here is what you're looking at, right? Because this one, if you get the tech right and maybe the infrastructure right, I can continue to try different LLMs here, right? Or maybe there's a better one that comes along and you kind of switch them out and then you're still not screwing up the product or the experience.

So I wonder, but I feel like you really reinvent yourself like multiple times, right? Like from the CMO era to like, going back to venture at a really top firm to you know nowadays like you're investing in ai from like you know originally you started with like like you mentioned about the company that got um bought by salesforce and um can we talk about like i want to start with like the company that got about by self sports right like that's like one of your breakout success um at the time that you actually identify the company like you mentioned it was like from like calling like 100 companies, right? So I guess, how do you, do you feel like it was more of like a pattern recognition that like you actually saw something? I'm sure you saw something like, do you feel like compared to other companies, that was the best company that you identified or would you say it's like maybe one of the top 10 but it's not like necessarily like the tier that the number one how do you feel about the I guess like how much of it is like predictable by you as an investor versus like something that's like more of like you know the company just like you know hit the jackpot because of like they are playing in the right field or getting out

I mean, I think it's a little bit of both because you definitely, like I said before, kind of have to have a little bit of luck in timing and things kind of fall your way.

While at the same time, you as an investor are trying to use all the data you have in front of you as well as a bit of your intuition and some kind of... patterns you're seeing to then choose where you're looking to place the bets.

And so for ExactTarget, for instance, this is going back to 2004 to give some context.

I'm an old guy at this point.

I saw a few different things.

One, first and foremost, the founder, Scott Dorsey, who now runs High Alpha based out of Indianapolis.

So what are the risks that you personally feel like you can get comfortable around versus like the things that you would evaluate that's like a kind of like a must have?