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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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Integrated Kyle e/acc
@kylesamani
dont think variant is pivoting. they are just highlighting an area they are excited about i described the same concept a few weeks prior - "UI layer composability" https://multicoin.capital/2024/01/16/what-multicoin-is-excited-about-for-2024/
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Ben - [C/x]
@benersing
1000 $degen
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