How do you tell moonshots from bubbles? What categories are especially bubbly? Is there some practical index? Most VCs thought Manus at $500m was a bubble, and yet it exited at several billion.
This is an insightful piece digging into how to pick out the not-stupid bets in a time that reads as stagflation to some, commoditizing frontier research to others.
This is an insightful piece digging into how to pick out the not-stupid bets in a time that reads as stagflation to some, commoditizing frontier research to others.