There's so much anxiousness around like managing their portfolios on the private equity and the VC side of should we be divesting?

How do we need to be thinking about this?

Like LLMS as in Anthropics and Open AI are going to eat these investments we've made for lunch in the next six months.

I think my biggest learning since starting Triva is how many investors index

offer big investor and whether or not they invest them.

And that has absolutely blown my mind because this is a game.

We are all targeting outsized returns above market performance.

The only way you achieve that is actually a differentiated portfolio.

But I see a lot of investors index off a big name BC BC fund and whether they went in or not and just following.

But that is lazy investing.

The web was built for humans to browse.

The next layer will be built for agents to buy.

The question is whether your service is ready for the new buyer.

A theme for me would be 24 years since Stephen Brabri won the gold medal.

Life never pans out the way you think it's going to be.

When it came to 2002, he wasn't ranked.

He was just staying in the fight.

He was surviving.

Everyone else failed and he went straight through to finish for gold. It's like you could never have predicted that, but it took a lot longer than he thought.

Yeah, I'm excited. Yeah, I'm excited. So I was waiting for your reactions. I mean, for your mystery or not? We did. We needed someone to pull the boys into the line. Yeah, I was going to say, we needed you, Ash. Yeah, someone asked me if I listened to the podcast. No, I'm on it. And they said, well, what about when you're not? I'm like, hell no. Maybe definitely. Although last episode, there were no sharts. Come off it. No sharts. Ran out of, ran out of puff. It was in tribute to you, Ash. No sharts in honour of your absence. Oh. So how was the trip?

What did you learn?

What are the lessons for founders?

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