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Dave, I must admit that when you came to speak to my class in the Berkeley-Columbia Executive MBA last year, as part of Steve Blank's Advanced Entrepreneurship class, I did not appreciate what you bring to the table as much as I should have. You are clearly a very seasoned investor, and have a deep understanding of what's good for the market as a whole. Thank you for one of the best posts I have read this year, and fuck those who just focus on the language :) Tal.