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by mahyarm 3402 days ago
If everyone is a bandwagoner, how does the bandwagon start? Without pmarca, would VC grind to a halt?
1 comments

It's really slow. Someone gets interested, their interest piques someone else's interest. This goes on practically forever until some point where there are 2 or more VCs in a room together and then it becomes "I'll do it if you do it".

They've co-opted a word for this process: syndication. If you ask them what it means, they'll have some flowery language[0] for you. In reality all it means is that they're too chickenshit to invest on merits alone, and really want to know what other people think.

This process drives up pre-money valuations and thereby reduces returns. By opting out of the process, Andreessen has outsized returns. It's a bigger risk (he has abnormally large potential downsides), but he's good enough of a judge of merit to make it work out phenomenally for him.

[0] http://www.startable.com/2008/10/27/venture-capital-deal-syn...