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🎲 Monetization Product Manager's avatar

Superb insights. Thank you for framing this so well🙏 . Can’t wait for part 2

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Gold Dragon Ventures's avatar

I couldn’t agree more with the very first insight in this article. It’s the basis of a new fund I’m raising called Castle Fund. Part of the thesis is that VCs don’t understand the new S-curves —- even hypergrowth seed stage companies can be disrupted severely before they even make it to Series B — the top of technology S-curves is lower than it has ever been.

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