A Year Of Misplaced Fear (And Why It’s Time For Investors To Leave The Crowd)

We’ve spent the past 12 months navigating a relentless wall of worry: a series of macro shocks that have brought venture capital LPs into a sit-and-wait posture. When you drill down, however, the innovation economy hasn’t had a sudden collapse in fundamentals. Investors’ flight to perceived safety fundamentally misunderstands the risk profile of the moment. READ MORE