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Patrick Vernon • Venture Capital Strategy: How to Think Like a Venture Capitalist
The point is that underlying technologies change, but, after a point, technology market shares don’t change and so they’re highly predictable.
W. Brian Arthur • Complexity Economics: Proceedings of the Santa Fe Institute's 2019 Fall Symposium
Ev Randle
@evrandle
David Senra's Ideas from the Greatest Founders in History [Updated 2025] — Eric Jorgenson
Eric Jorgensonejorgenson.com![Thumbnail of David Senra's Ideas from the Greatest Founders in History [Updated 2025] — Eric Jorgenson](https://d1l054mla94ehg.cloudfront.net/media/images/thumbnails/curation/b98b55b5123a4955bde1937defdf3a16/thumbnail.jpg?height=75&dpr=2)
Spree Capital on Danaher $DHR:
"While we have long followed Danaher, there were four main reasons that we initiated an investment in the fourth quarter"
(Extract from their website, the full analysis can be found on Stock Analysis Compilation #26 ) https://t.co/EXl8rYer6P
Benchmark founder Andy Rachleff on why Don Valentine and John Doerr are the greatest VCs of all time
Andy on Don Valentine:
“He came up with a methodology that was spectacularly brilliant. It seems so easy in hindsight, but he had this philosophy that if a startup can screw something up, it... See more
Startup Archivex.comPeter Thiel on the difference between the best founders and “professional CEOs”
In his book Zero To One, which is approaching its 10-year anniversary, Thiel wrote:
“We need founders. If anything, we should be more tolerant of founders who seem strange or extreme. We need unusual individuals... See more
Startup Archivex.com