I think one of the ways I differ from most early stage investors is that I care a lot about the product market early on. And obviously founders are incredibly important, but great people get crushed by terrible markets and mediocre teams do very well in great markets. If you have both, a great product market and great founders and something magical happens. That's when you end up with a Stripe or Google or one of these truly outsized companies that realize their full potential.

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