Barbell Approach

“We're not trying to optimize. We're trying to reduce the risk of downsize, downside variance, you know. And that's true in all sorts of things, investment strategy, etc. You know, the barbell approach. You know, first of all, make sure you don't do anything di…”

“And so I think the right strategy is this barbell approach, right? Where you're doing early companies and you're also doing late companies.”