Venture Unlocked: The playbook for venture capital managers cover image

Tomasz Tunguz of Theory Ventures on strategically raising a fund in a downturn, Why Firms Need a Business Model, and different views on portfolio construction

Venture Unlocked: The playbook for venture capital managers

CHAPTER

How to Pick the Right Companies to Survive

The opportunity cost of each individual investment is not as great as if I had 12 investments. Businesses evolve in unpredictable ways. You have to know there are some market segments where if you invest in industrial gas supply software, that market is unlikely to change over the course of a couple of years. The LLM market will change three or four times entirely before 2023 is done.

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