data-driven VC is over

We believe that investors in any market need “edge” … knowing something (thesis) or somebody (access) better than almost any other investor. We also focus heavily on geographies.

From the perspective of an operations guy, there is a lot of riff-raff in venture capital: posers, herd mentality, technology infatuation, too much education, not enough experience to appreciate what grit and focus it takes to grow a business out of nothing. To have a fighting chance, you want to be with the best firms, and the best partners in tho

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