. >> frank quattrone recruited you. what did you learn from him?> i got a call out of the blue from frank quattrone, who i did not know at the time. he said, what you want to do long-term? i said, to be a venture capitalist. he said moved to silicon valley and i will introduce you to every venture capitalist i know. >> when did you become the lead analyst of amazon? >> shortly thereafter, we got into a competition of who would be the lead banker of amazon. >> what was that like? >> it was exciting. getting exposure to somebody like jeff bezos at that moment in time and seeing what he has accomplished today is amazingly rewarding. i have been able to keep up with him. he is a large investor in our fund and one of the smartest, quickest thinkers i've been exposed to. >> what has surprised you most about amazon and jeff bezos, now almost 20 years later? >> he has convinced wall street that he is playing this super long-term game, and they let him forgo profits for what is now 20 years. it kind of goes back to what we were talking about with the overfu