20VC: Index's Shardul Shah on Why Market Size is a Trap | Biggest Lessons on Pricing from Leading Rounds in Wiz & Datadog | Why Benchmarks & Averages in VC are BS | How Index Makes Decisions and Why Growth & Early are the Same Investing Style

2047.571 - 2070.595 Shardul Shah

Yeah, I think about different kind of flavors, like There might be a chunk for rainy day, like someone who you don't expect or anticipate to call frequently, but when you really need something, they'll be there for you. Second, distribution, product, engineering, like take expertise that you really need. Don't take money from customers, right? It's fraught with a conflict of interest.