When he said that his firm owns less than 10% of a company and it will probably end up as the biggest payoff in his portfolio, I assumed he was talking about Twitter. But in the comments, he rules that out by saying "We own more than that of Twitter". Interesting. Maybe it is Etsy? Any other guesses?
He also says "I am calling bullshit on it and will do it to your face." Wow, really laying it down there.