Tick, tick, insert $9 billion. >> All these leaders not IPOing is the greatest gift of venture in our lifetimes. It's playing the growth super cycle bet today.That's the winning play. >> There is nothing as terrifying as a high growth bet that slows down. This is the epicenter of the enterprise AI revolution right now.You got to make yourself cool cuz 30% growth. That's what's cool. I love it.What I realized is you have to factor in what I'm now going to refer to as the EOV, the Elon option value. You can't ...