Sally Kohn: I wasn't sure that I wanted to do it for a long time. Fund one was as big, although I think I got better at picking and had a bigger universe of companies to pick from. The thing that everything has in common is no playbook has been written. They're complex stories and big ambitions That I think we can add the most value by helping to tell those stories. And then three, a big one for us is defensibility on the other side.

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