The game of short term stupidity, long term alpha.

No. of paths to meaningful returns should be the proxy for VC success

I was invited to guest lecture an MBA class on Venture Capital. I’m by no means a doyen of the industry, but here’s a few observations and opinions I've developed during my time at Stoic.

Access Deck Here.

but…if you’d rather explain blockchain to your grandparents than read my 40-pages of wisdom, here’s the TL;DR: Get comfortable with looking stupid.

Credit Slide 29 (and above pic) to sam lessin. His twitter “screenshot theses” are a must read.