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Colin
@colin
Is it common for VC firms to keep pivoting their thesis and focus areas? Now it seems “headless marketplaces” are where certain funds are doubling down on. Previously it was points, and before that generically consumer social. Seems better to have a core thesis vs just ride the current hot thing?
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Chad🎩
@chad
1st Quartile vc managers are best at underwriting people. to your point, I do think 'focus areas' ebb and flow based on market sentiment but much of the discussion around 'headless marketplaces' (or any other 'buzz') is more likely than not a demonstration of value add to founders, rather than a true pivot
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Ben - [C/x]
@benersing
2000 $degen
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