Is Non-Consensus Investing Overrated?

a16z
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It's dangerous to do non-consensus investing. Like that's a dangerous idea.

If you're alone in your view, you may just be missing something. Eventually, you have to get to

consensus. If you're dependent on capital markets, it's very hard to keep the company alive if nobody wants to fund it. Peter Till once had a line

which was like the faster the and higher the up round, the more you should invest because it's like, you know, working.

Most companies fail from indigestion, not starvation.

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