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E09 - VC Panel with Paul Bassat (Squarepeg), Craig Blair (Airtree) and Kara Frederick (Reinventure)

Open the Pod Bay Doors

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Navigating Hot Investment Sectors

This chapter examines what defines a 'hot' sector in investments, focusing on the cyclical nature of market trends and deep tech opportunities. It highlights strategic growth examples, the significance of strong founding teams, and the role of emerging technologies like AI and machine learning in investment success. The conversation advocates for a contrarian approach to investing, emphasizing the need for innovative applications in less saturated markets.

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