443. The Path from Aspiring VC to Partner at Bessemer, Building Non-Consensus Conviction, The Most Compelling Vertical Applications of AI, and Why Fintech is the New Frontier in Supply Chain (Mike Droesch)
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified
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Exploring Non-Consensus Bets and Timing in Venture Capital Investments
Exploring the significance of making non-consensus bets in venture capital, particularly for new funds and younger investors aiming to stand out in the industry by finding unique and innovative opportunities while considering the balance between being a contrarian investor and attracting funding in industries like supply chain and construction.
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