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[MUSIC INTRO]
SPEAKER 1: When you size up something in which to invest,
how central is innovation to what you're sizing up?
And do you have some way of sifting the good from the bad?
SPEAKER 2: Well, it's very kind of you to make that
comparison.
But I think it's--
actually, interestingly enough, it's not about
innovation.
It's about people.
So I think what I do is really geared towards trying to
assess people and--
SPEAKER 1: Invest in a team.
SPEAKER 2: --founders behind the business.
SPEAKER 1: And social, has that been area specifically
targeted, to the extent that you've targeted anything?
SPEAKER 2: Not as early as Y Combinator.
It's a good thing that it's a dominant theme in the last few
years, and we believe it will continue to be for
the next few years.