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437. Why Hardware is Attractive, The Most Interesting Areas in AI Outside of GenAI, and the Modern Data Stack (Jake Yormak)
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified
Front-load the complexity to ensure long-term defensibility
To identify companies worth concentrating capital in, it's crucial to focus on those that embrace complexity early on. By selecting teams with the right approach and timing investments correctly, the future potential becomes clearer. Front-loading complexity in companies can lead to higher failure rates but also ensures long-term defensibility, as businesses that are challenging to build are less likely to see margins erode over time or face easy competition.
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