You can't make money with a consensus accurate prediction.
Venture capital is unscalable. Production equals the time each partner has.
Silicon Valley is way more correlated with Nasdaq than anyone admits.
No one's fearful, everyone's greedy, and it will eventually end.
Over the past 10 years, the majority of value creation in the venture community has been in consumer Internet.
There is no fear in Silicon Valley right now.
Marketing executives like big budgets, as big budgets make it easier to grow the top line.
