It requires independent thinking, not echo chamber consensus. It means potentially looking stupid when everyone else passed. It means you can't just justify your decision with "it looks like the Uber of X."

I miss the days when VC had contrarian takes. 5/5

#VentureCapital #VC

If you're truly looking for category creators and outlier returns, you need to get comfortable with things that don't match patterns. 4/5

#VC

But, imo, pattern recognition is table stakes for understanding markets. Pattern breaking is what you're actually betting on. 3/5

#VentureCapital #Startups

VCs are constantly being lauded for pattern recognition. It's treated as the core skill. LPs ask about it, founders hear about it, everyone celebrates it. 2/5

#VentureCapital #Startups

Wrote the full breakdown here: shanabeysinghe.substack.com/p/the-wildfi...

#wildfires #climatech

some questions I have:

what is the local impact on water and energy?

who benefits most from the project, global tech companies or Alberta communities?

how does this project fit into a broader vision of economic diversification?

#ableg #alberta

I need to know who her stylist is!

BUT the good news for new ventures:
- there innovation gap still exists, so keep building!!
- supply chain vulnerabilities created openings.
- the market is clearly contestable!!

#BioTech #VentureCapital