but because venture is now hyper-networked, hyper-efficient, and hyper-competitive.

Sub-verticals become consensus at lightning speed. AI legal, AI healthcare, AI customer service. There are few secrets in Silicon Valley anymore.

VC right now is noisy AF. If you’re running a contrarian playbook and it works, you deserve the win. But most VCs aren’t Peter Thiel.

It’s cutting through the noise, ignoring investor WhatsApp gossip about which startups are “good,” and having the conviction to back the ones that still feel too strange or risky, even if the broader category is already consensus.

In other words: being a non-consensus investor inside consensus.