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The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch cover image

20VC: 27 Years of Investing Lessons on Picking Founders, Price Discipline, Reserves and Selling Positions | Can Seed Investors Compete with Multi-Stage Venture Firms | Why Returns Will Not Worsen Moving Forward with Peter Wagner, Founder @ Wing

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

NOTE

Balancing Market Timing Risk and Market Sizing

Market timing risk is a significant concern as being wrong on timing could impact the success of a venture. Even with a good understanding of a domain, it's still possible to misjudge the timing. Having a deep understanding of the industry can help gauge when architectural shifts might occur based on customer intimacy. Market sizing is also crucial, with some investors preferring massive markets while others look for niche entry points that can expand. Predicting market size accurately remains a challenge, but seeking opportunities with a tightly defined entry value proposition that can scale up to a large market is an ideal approach.

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