to those worrying about the hyper concentration in VC: consider that public markets are more concentrated than they’ve been in ~ever. this isn’t a VC story, it’s an everything story. …which means: - the consensus is consensusing more than it’s ever consensed - the mispricing of “nonconsensus and right” is perhaps the highest it’s ever been.
So excited to share the @kindredventures seed investment into @TheCorgiCompany. AI has enabled complex services to be automated at a level never before seen. This changes the model of what kind of company can be built. As @nico_laqua says, "While...
Founder-led companies are often more creative, capable of thinking long term, and mission-driven. $FDRS is an ETF of the top 50 U.S.-listed companies that are still founder-led. How do you think it will do? I am into it. Smart move...