Seed investors face three strategies: chase consensus AI/founder winners (crowded, expensive), pursue $200M–$1B exits in overlooked verticals (hampered by high valuations and thin downstream capital), or systematically hunt for breakout founders early (historically seed's strength, now harder as megafunds crowd in). The first strategy is winning short-term, but the downstream and exit markets make the third path—seed's natural domain—increasingly difficult.
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Topics: Venture Capital & Startups
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