How a16z Avoid Investing in Competition

So here's my talk track which is I say listen you have one mortal enemy and you choose whoever that mortal enemy is and whoever it is I'm with you we're going to go kill that mortal enemy together but you get one you don't get an arbitrary number of mortal enemies and so in this case I'm like listen is this it is this your one mortal enemy and the founder said yes this is the one mortal enemy like all right them let's go kill them now listen we have a number of companies where they pivot midstream and they ...