For Early Stage VCs, Non-consensus is Too Risky, Consensus is Too Boring, but Pre-consensus May Be…

Hunter Walk argues early-stage VCs face a trilemma: non-consensus investing is too risky to scale, consensus is too boring and crowded, but "pre-consensus" positioning—backing companies early enough to be ahead of majors yet early enough to ripen into consensus within 6–24 months—offers a viable middle path with outsized returns.

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Topics: Venture Capital & Startups

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