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Research Driven Firms

Experts are experts in the past

Physicists are bad astronauts cause they actually know the law of physics

No one has time to research anything deeply. “I don’t know how to diligence it.” Aren’t you a VC? But if you’re deploying a TON of capital you have to move so much faster. With a smaller fund; you have to spend concentrated time with each company going super deep

Connect to idea of “short term careerists”