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Is Your Customer Making It Their Day Job?
In the upside scenario, all that matters is did you make the most money for me? But in the downside scenario, what matters is, were you investing in the things that you told me you were going to invest in? It's almost like I was talking with a founder the other day and we were negotiating a term sheet. He talks about this all the time. You know, our investors are with us because they want returns, but they also want transparency and insights.