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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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Dominik 🔮🎩🧀
@dominik
It depends. Pivoting from B2B SaaS to Space/Defence Tech/Synthetic Biology would be a little odd. But generalists around a wider yet somewhat defined topic exploring new things within that topic is fine. Better than ultra focused „$AI/$currentThing Fund“ and missing the boat on an emerging trend.
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Dominik 🔮🎩🧀
@dominik
When I say generalists I think about e.g. „B2B Software focused“, and emerging topics could be crypto, AI and verticalized „dev tools“ for certain industries within that B2B software context.
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