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Grant Williams & Pippa Malmgren: The End of Magical Thinking, When Narratives Fail

Supply Shock

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FTX Is Going to Be a Slog, Right?

The VC sector is going to completely change the way it allocates its money. Pension funds who are the last people in the world who should ever have got caught up in this FTX thing, right? They're going to be terrified because they've all seen that memo that was now deleted from the Sequoia website and no one's going out on a limb anymore to push something. This just takes things alone. Never mind what the fate of the fangs, right? Which was another thing that has really made people a lot of money and they're all down 70%, but all those high-fiving tech stocks.

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