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by foobarqux 4068 days ago
Scarcity should drive up the price and push net returns towards those of the broad market.
1 comments

The thing you are missing is that it's really really hard to find the breakout startups. Even the top tier VCs don't know for certain whether a specific investment will be the breakout in their portfolio. They are betting that 1 out of n will be 1000x.