I think that the most important thing we look for in partners is that they can help build companies and, you know, we have the - we have the opportunity to do that at different stages.

The most important thing for us is investing and making companies great, and then they have all the options they want, whether that's to go public or stay private.

The story of Google is just when everyone concluded that a search engine would never make any money, everyone backed out of it, and Google walked into that vacuum and dominated.

The best opportunities are often ones where you're being contrarian. That doesn't mean being contrarian for contrarian's sake, but it means you're thoughtful about the risks of following the crowd.