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It absolutely is. Right. And luckily, I think we operate in an environment where it's sort of well understood that we may not be the best people to estimate the temp or total addressable market. Again, when Uber first came around, I think many asked, Hey, what is the addressable market for black cars? And when Airbnb came around, what is the market for house swapping? There's no equivalent. I'll give you an even more useful example where Eleven Labs initial product was dubbing. So the natural qu
when I use the product, it was smooth, it was quick, and it was deep in terms of what I learned. So, you know, that, that sort of came together as a theory of, of us being very excited about backing Oboe.
he built a product called Anchor that powers a lot of the podcasts as part of Spotify. And I think he was extremely sincere and genuine in his large vision of helping a billion people learn trillion things. And that size of an ambition, a team focused on product who can build incredible stuff at speed was, was some of the key things.
Oboe, we had a long thesis. Like two years ago, we actually thought about AI is coming out as changing a lot of ways that we interact with technology. Learnings and education was one of the key areas that we're excited about. Partially because, you know, relative to other earnings power, the cost of healthcare, education kept going up. Like something, something's got to give. And maybe one way, one way that AI really helps is help everyday people learn things a lot better. Second thing is like i
Oboe, we had a long, we had a long thesis. Like two years ago, we actually thought about AI is coming out as changing a lot of ways that we interact with technology. Learnings and education was one of the key areas that we're excited about. Partially because, you know, relative to other earnings power, the cost of healthcare, education kept going up. Like something, something's got to give. And maybe one way, one way that AI really helps is help everyday people learn things a lot better. Second
when I use the product, it was smooth, it was quick, and it was deep in terms of what I learned.
we've been on the lookout for a product like Oboe for a long time. And then we've known Nir for a while. He sort of built a product called Anchor that powers a lot of the podcasts as part of Spotify. And I think he was extremely sincere and genuine in his large vision of helping a billion people learn trillion things. And that size of an ambition, a team focused on product who can build incredible stuff at speed was, was some of the key things that really got us excited.