In the last six to twelve months a lot of the top 10 VCs have quietly made one or two bets in that space... that's an example of up to date information.
“surprising that in the last six to twelve months a lot of the top 10 VCs have quietly made one or two bets in that space.”
surprising that in the last six to twelve months a lot of the top 10 VCs
have quietly made one or two bets in that space. And so in some ways you get the information that tells you that space is reopening up in a way that the sort of top track hasn't caught up with. And so that's an example of, like, Chris's profile. I would bet on Chris amongst multiple generations of types of companies, but the insight on is this market, in this very specific case, is it this market open for VC land, was a nonomvu sensor that required up to date information.
Why this clip
Inside knowledge about VC behavior patterns - tracking what top VCs are quietly doing to identify reopening markets. Specific timeframe and concrete example of information asymmetry advantage that other investors can apply.
What they said next
We don't have a space thesis. Our thesis is if you back a lot of exceptional founders... it's not AI replacing humans, but it is a fun operating with a lot of products
2:14 - 26s · Practical Framework
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