portfolio companies

“Now, interestingly, shitty VCs aren't actually managing for the killer wins. They're managing to make their companies not go bankrupt so they can raise more funds, right? And so what I'd say is a shitty VC would say, oh, we're gonna, like, manage for lower var…”

“So I was in the camp of saying sell, sell, sell, sell, sell as much as, and didn't get my way in most places in terms of sell, sell, sell.”