How to Invest $1 Billion in Consumer Tech, with Goodwater Capital
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How to Be a Top-Desk Style Firm
I haven't heard anybody mention crypto, web2 decentralization. Is that something that you're thinking about at all? Crypto for us, something we've stayed close to because it was a really big consumer adoption story. It just hasn't been an area of critical focus for us today. Can you talk a little bit about your returns, what your cash and cash returns are? I know you've got a hugely valuable portfolio that you're sitting on right now.
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