I think that if you ask what's made us successful, it's because we've been fortunate enough to identify, in a number of cases, great people early. Then we throw all the resources behind them and are aligned with them.
We always talk about how you have to build a brand from the inside out, not the outside in. Brands are not wrappers. Brands are based on the values of the founders, and then they spread to the people who work for the company, and then that psychological contract is spread to the customer.
You find that you can have the best business in the most exciting industry, but if the execution, if the torch-holder, if the value-creator isn't there, then we don't make it happen.
Some of the best ideas that we've invested in have made no sense to conventional sources.
I'm saying there's plenty of money out there for great consumer entrepreneurs with great consumer products attacking really big markets.