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I think it was Sam at slow who said there are probably only a handful of venture firms that actually think for themselves. I tend to think he’s right. This piece is an example of that.

Also, I’m totally stealing “your put is our call” when talking about why brick and mortar retail also isn’t dead; it’s just evolving.

There is always always always an exception to the prevailing wisdom. You just have to look hard enough to find it.

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