Non Consensus Bets

VCs reveal the career-killing risk of making non-consensus bets

A discussion about the internal pressures VCs face when making contrarian investments, exploring the concept of 'gifted TVPI vs earned TVPI' and how consensus investing is safer for VC careers. The speakers reference Martin Casado's viral tweet about the tension between playing it safe and making bold, non-consensus bets that may not pay off immediately.