The Most Contrarian Bet in Venture Capital

Going back to how a lot of investors operate, it's very ego-driven. It's very driven by one personality or a bunch of lone wolves who happen to run in a pack, and I don't think that's how capital deployment should work. I genuinely believe we need a hive mind, and that's what we've done at Initialized.

Have a contrarian point of view. Traits of a top-tier contrarian view:

• People can disagree with it, like the thesis of a persuasive essay. It’s debatable.


• Something you truly believe and can advocate for. Before future investors, customers, and team members do, you have to have personal conviction in it. And you have to believe people will be better

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if i was an investor and could only invest in a single thesis for the rest of my career, this would be that thesis