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Wave's Name Origin
- David Frei explains the origin of their VC firm's name, Wave.
- It's inspired by Greg McAdoo's talk at Startup School, which used the analogy of riding a wave.
Theses vs. Opportunities
- David Frei emphasizes the importance of pursuing investment theses.
- The best VCs balance pursuing theses with evaluating opportunities as they arise.
Is the App Market Dead?
- Ben Gilbert questions the viability of the app market.
- He believes the market is saturated, making it difficult for new apps to gain traction.