Aydin Senkut of Felicis Ventures Is Investing in AI's Picks and Shovels
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Investing in a Global Company
When it comes to China and India, I'm not saying like never, but there are certain aspects of investing in those countries. So we basically said, listen, if we don't have a competitive advantage, let's stay out of those geos. We do not want to build our franchise on local leaders. We are only interested in global leaders. And that's the reason why it's not that we chose Australia over another country. It's just that they happen to have a company that we think is the global leader in a sector. That's what we're interested in now.
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