Kyle Harrison, GP @ Contrary
The market's "voting machine" (short-term sentiment) increasingly overwhelms the "weighing machine" (long-term fundamentals) as hype, narrative, and meme dynamics operate at internet speed—forcing investors to reconcile durable business value with the reality that consensus beliefs can reshape outcomes before gravity reasserts itself.
Read the full post on Kyle Harrison ↗
Topics: Venture Capital & Startups
Published by Kyle Harrison · their site ↗
SandHill indexes 800+ venture capital blogs and newsletters and sends the best of them every Sunday. Browse the sources · browse by topic · read the blog.
Suggest a blog or newsletter for the SandHill index. We track the RSS feed and feature the best pieces in the weekly digest.
The latest theses & analyses from 800+ venture investors, curated into one email. Join 5,000+ investors, founders and LPs.