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Investing in the Thematic - Thematic and Generalist
Most large venture firms, i think, fall into the thematic and generalist bucket. A great sort of top returning v c told me that they're absolutely thematic. They believe in these handful of themes over anything else. But really, that's so we can say no more easily, like, if we like something, we'll invest in it. You need be very certain on your point of view in the worldto to do this. The more you soen, the more sort ofa high conviction you have to be in your and your theses - o o.