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Josh Wolfe – Caution and Innovation at Lux Capital, Venture is Eating the Investment World 8 (Capital Allocators, EP.236)
Capital Allocators – Inside the Institutional Investment Industry
Hard Science vs. Software Investing
- Software companies offer incredible scale and quick feedback, but face intense competition, and success can be random.
- Hard science ventures have fewer competitors due to longer development timelines and complexity, making it easier for investors to identify potential winners.
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