Too expensive or too cheap - why AI continues to reveal itself as a terrible VC bet https://t.co/ZpGTmMDvcX

Are we back to the good old days of actual contrarian thinking? When a16 invested in Airbnb, market analysis suggested the short-term rental market was too niche and regulatory barriers too high. Their willingness to override consensus analysis—precisely the kind that research agents excel at producing—led to one of venture capital's greatest... See more