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Rorty
@rorty
Not quite MoZ but the most recent “The Riff” is 🔥 “No one can sell alpha over long periods, cause if you can generate it, you don’t need to sell it.”
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Erik Torenberg
@erik
Good post for /turpentine
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Diego
@d1ego
Loved the episode too. Although I think it’s different in venture vs other asset classes. In VC there is persistence (self-fulfilling cycle) but scale and portfolio construction matters. Unlike a trading shop, I don’t see a Sequoia becoming a family office
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