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

Early-stage VCs face a trilemma: pure non-consensus is hard to sustain (can't exit companies that don't trend), consensus is boring and crowded, but pre-consensus—identifying companies one step ahead of consensus that ripen into mainstream interest within 6–24 months—may offer the best risk/return trade-off.

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Topics: Venture Capital & Startups

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