1. DR has commoditized “thesis development” and “market research” in VC so larger AUM and more resources no longer an advantage


2. Everyone will rely on the same research and converge on the same opportunities (defencetech! agents! )


3. To outperform, VCs will make “irrational” decisions based on non-quantifiable “gut-feel” (crypto again?, rocket cargo?

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As research becomes abundant, wisdom is emerging as the scarcest and most valuable resource in the venture decision-making process, creating a new basis for differentiation.