The Most Contrarian Bet in Venture Capital

5 Contrarian AI Theses For Early Stage Investors

Rob Mayinvestinginai.substack.com
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Betting on Deep Tech

Leo Polovetscodingvc.com
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Speculative Bubbles in the 21st Century & Asymmetric Upside

Michael Dempseymhdempsey.substack.com
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Is AI the new crypto?

John Luttigluttig.substack.com
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Tom White This Time is Different