Speaker unverified: uncertainty

Transcript context

…All of those you just listed were ridiculous. It's ridiculous. You join that group and in a way, it was just the perfect time for someone who had some enterprise exposure. Then, lucky enough, the first investment that walked in the door was Confluent. But now, if you look at the group, it's almost turned in the sense that there's a lot more enterprise heaviness. That wasn't intentional. It didn't come up, but it happened over time naturally. I think this is just a big element of Benchmark overall, which is the entrepreneurs lead the way and the markets lead the way. We're following that in some sense and hopefully seeing it in conjunction with the market evolving, but it's less intentional. When Chetan joins and does Modern treasury as an example or Sarah joins and does Chainalysis, that wasn't intentional like, oh, there's this big crypto thing and Sarah is an expert in crypto. I don't think she knew anything about crypto at the time, or maybe she knew a little bit, I don't know, but that wasn't part of it. I think the firm evolves. If you go back even further, obviously, the firm had semiconductor expertise. We have no semiconductor expertise anymore. Like you do.…

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