PERSON DIRECTORY
Leo Polovets
Leo Polovets appears in 1 indexed conversation across The a16z Show. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
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Is Non-Consensus Investing Overrated?
Erik TorenbergMartín CasadoLeo Polovets
Martín Casado argues that ignoring consensus is dangerous because early venture markets are “pretty darn efficient,” while a startup dependent on follow-on capital must eventually become fundable.The highest-alpha bets may begin outside consensus and then reprice sharply, but rapid markups can create fragility; the unresolved test is whether high-priced winners actually produce superior venture returns or merely reflect price arbitrage.