Tex, we are aligned!
The only additional point I would offer is that JD deliberately avoided the US VC route (which he knows well from both sides) so as to avert internal conflicts of interest during the critical phase.
He has engineered this level of control. Looking forward (with some hope, but also a degree of expectation) to see how the walk gets walked.
PS And you know you should adhere to your investment philosophy, but in the end your call,,well, sort of
4DS chart, page-3785
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