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David Schneider
How do you think about upside then? When you think about what is good enough and what you need it to be to be attractive enough? I'm sorry for asking because in really early stage problems, we talk about ownerships as kind of the core focus. And so for you, I totally get it in terms of kind of dollars invested as the core focus. But what is that upside requirement then? Is it a 5x, 10x?
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