A direct consequence of that unbundling is VC fragmentation. The abundance of players makes it 10x harder for founders to navigate the VC landscape. Hence tools like openvc.app, signal.nfx.com etc.
Also - how will things pan out in a context where VCs overwhelmingly fail to bring differentiated value beside money?
Great article that mainly covers those with a US based thesis but the uncommonality of US VCs doing international deals makes me kind of a renegade myself. I have an 85% Europe and Asia strategy
one of the better things I've read. Loved your analysis
Thanks for a long, good read!
A direct consequence of that unbundling is VC fragmentation. The abundance of players makes it 10x harder for founders to navigate the VC landscape. Hence tools like openvc.app, signal.nfx.com etc.
Also - how will things pan out in a context where VCs overwhelmingly fail to bring differentiated value beside money?
Fragmentation + Undifferentation = Commoditization ?
Phenomenal piece, thank you
Great article that mainly covers those with a US based thesis but the uncommonality of US VCs doing international deals makes me kind of a renegade myself. I have an 85% Europe and Asia strategy
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