Martín Casado, a General Partner at a16z and former Nicira executive, joins Leo Polovets, General Partner at Humba Ventures with over 12 years in venture. They delve into the hot topic of non-consensus investing, debating its true value. Key discussions include the risks founders face straying from consensus, the concept of market efficiency, and why most startup failures stem from 'indigestion' rather than lack of resources. Their insights challenge conventional wisdom and explore the complex relationship between market trends and successful investment strategies.
