"thanks for being here it's good to see all of you um and uh and I think Zach said it right I mean there there are it seems like there are a lot of VCS in the world these days especially but Josh you'v..."

"maybe you know what led to Alex capital uh, I, grew, up on, a, different, Island, which isn't actually a real Island it's Coney Island which is South Brooklyn uh not actually surrounded by water beyon..."

"that chips on shoulders put chips in pockets and no matter how much money somebody makes or entrepreneurs achieve fame or other I find that they have this perennial fire inside that they just want to ..."

"high school I had seen a movie called and the band played on and this was a movie about the AIDS crisis was an All-Star ensemble cast and um being sort of reasonably precocious and ambitious and total..."

"banker like none of that you know and he gave me this book which was sort of the giveaway book you get when you subscribe to the Wall Street Journal just like back in the day when you subscribed to Sp..."

"academic centers where you had Nobel Prize winners at rice and Georgia Tech and Cornell and Michigan and other places that nobody was really paying attention to and we started the firm on that and and..."

"surgery to Cutting Edge Ai and ML and uh Nobel prize winning microscopy and biotech and I just get to have a lot of fun with well we'll get to some of the some of the stuff you guys are doing and also..."

"people that were able to identify and actually rebalance sheets and and income statements and 10 cues and 10ks and uh you had long investors that were fighting Compounders and you'd great short seller..."

"retrenching my most contrarian take of the current moment is that we're going to see very significant layoffs that are rolling you had sort of 15 20 Cuts I think those are going to go much deeper with..."

"now totally okay uh so so I you know every time you and your team do an investment Josh I'm always excited because it's always you know it's always something bold um how you know what how does that wo..."

"for you know whether it's in art or music I'm always looking for like what's the thing that other people aren't talking about if it's a scientific area or technology area I read five papers in the mor..."

"reasonably High conviction that that's the way that things are going so examples of that lighting we went from fire to incandescent bulb to LED we're not going back to offices with sconces and torches..."

"ago we had a giant eniac computer probably three times the size of the stage a man was standing and pulling plugs and levers but like physically interacting with this monolithic Behemoth 25 years the ..."

"and a Columbia Professor uh Charles Zucker said you got to meet this guy Thomas Reardon and uh Reardon invented Internet Explorer was Bill Gates right-hand guy through the 90s of Microsoft uh and then..."

"now the sort of Kernel of meta's approach to you know getting around Apple and Google it's interesting that there are these there are these Trends in technology that everyone suddenly starts to talk a..."

"right and um like you know you you know pioneered sort of the democratization of people being able to design and promote their work and create an entire economy about that you were responsible for one..."

"companies are raising money right now as sort of the front end of that you've got the big giants which are basically Amazon with AWS Microsoft with Azure and Google with gcp that are benefiting from t..."

"democratizing access I can't draw yeah I mean if I if you said Josh Straub picture your family you'd see a bunch of sausage people that look like a five-year-old drawing like my six-year-old can draw ..."

"models where they can you know exploit these things and sometimes the currency is not Financial it might be social status, it, might, be, um you, know, stars, on GitHub so that kind of stuff now on th..."

"domains so it's air Lancy space in some cases disinformation information being able to detect that and we have no less than six or seven companies that are involved in global conflict right now that I..."

"about the role of uh you know science fiction from an Investor's perspective also if you could share a little bit about this uh the investment that you made around the Shazam for smell and the implica..."

"society's job is to basically solve the problems of how do you do that now often the the solutions come from like weird adjacent areas that you don't expect like nobody thought that you know making hi..."

"gave Kodak a monopoly for nearly a century then you want to be able to play it back as well same thing for sound which is really a two-dimensional you have a frequency in amplitude wavelength um but u..."

"it'll be historic I feel a lot of a lot of technologists and artists will be really creative with that because you smell like sort of conjures up memories I mean there's so many implications in the se..."

"not hoping for that bubble like that bumper sticker please God let there be another bubble it's saying let's put companies in a protective bubble for two and a half years 30 months of cash so like tha..."

"back to the denial anger bargaining depression acceptance the five stages of grieving companies will go from hey we need to raise some more money so we'll do it in extension to the last round no thank..."

"in relationships and companies you have to constantly put energy in anytime there's a gradient some system is existing to basically destroy that gradient um and so I look for where is there an abundan..."

"dollar contract over time um we have another company called icon e-i-k-o-n based on Nobel prize winning work of a guy Eric betsek who invented a crazy microscope that lets you see inside of cells in r..."

"you truly believe is under height like no one's talking about it but we all should overhyped for me definitively is is quantum Computing Fusion anything that the government basically says is important..."

"we're kind of reducing the entry cost and, um helping, you, know, in, some, ways scientists should just constantly be disproving things and be disproving things that are being presented to them based ..."

"breakthrough there is somebody that is like screw that guy I'm gonna prove him wrong and in the attempt attempt to do that you generate conjecture I generate criticism and then we get closer to the as..."

"sort of intellectually very competitive and when I find somebody that's smarter than me if I can't fund them you know which is the best thing then I just sort of want to beat them so I think that's in..."

"hi hi Josh uh Ken Colangelo uh thank you for the presentation one of the things that has come up in the news lately has been this emphasis on environmental social governance ESG investing and some Gov..."

"and um it hasn't affected it at all um Etsy I think was one of the first to go public as a b Corp we've got at least four companies where the founders decided this was something that was important to ..."

"thing when an entrepreneur comes in and is like I just want to save the world I generally think they're full of if somebody's like you know I grew up as like the only minority in a mostly white neighb..."

"was I don't know where the UN yeah um uh Jim Watson who's you know crazy uh but co-discover of DNA with Rosalind Franklin and Francis Crick uh had this admonishment which is three words double entende..."