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Kp Reddy

Aug 9, 2026

9:17
You must have found that through these learnings too, right?
9:20
Yeah, I mean, and that's one of those things where, I mean, Icon's a great example, like we're doing houses overseas or down in Mexico and they're very bare bones and we thought, okay, let's make housing affordable for everyone.
9:33
And there's multiple challenges with that because quite honestly, the behavioral One of the reasons, you know, I invested in Icon.
9:41
One, I showed up and there were three guys in their backyard squirting around with concrete.
9:46
I had to show them how to slump concrete.
9:47
You know, it was just like early days, right? And I was like, okay, these guys are smart and they'll figure it out.
9:52
So why are the money the next day? But which is kind of like people don't understand how venture capital is much more artisanal than finance, right? It's a lot of those type of things that you deal with.

26 MINS LATER

36:15
And so when you're talking to first-time founders and they're coming to pitch you or you find them in the industry, because I know you're traveling around in different circles, when you're vetting them to write a check, what matters most is that they're domain expertise, their previous experience, the problem, the moat, the distribution, or is it just all of it or none of that?
12:34
How are you messaging this? And what are those conversations look like with investors? And then what's the profile of an investor that you're working with? You mentioned general catalyst, but maybe just expand on that a bit more.
12:43
Yeah.
12:43
So I think generally, you know, when we came out of stealth, I got a ton of inbound, right? And it's inbound from who's who.
12:49
Every first meeting was with a partner.
12:51
And so I think what I'm mostly asking of them, like, how will they be a good partner to me? Right.
12:58
And there's a couple of things to be a good partner to the business.
13:01
Right.
17:53
What are the examples, would you say, of AI rollups that have gone well or that, you know, maybe you haven't been involved in them, like that you've watched, you've thought like, okay, that was well executed.

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