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Ben VanGelder's avatar

Solid perspective - thanks for sharing this Peter! The fear of being a “jack of all trades, master of none” is a real one and very relatable! However, in that every investment opportunity has an opportunity cost of foregoing alternatives, having a holistic perspective on markets is key.

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david wright's avatar

Great thoughts - per the above comments, in times like these, a holistic perspective (and lessons borrowed from other markets) can be extremely valuable. On the VC side, we'll be seeing from actions GPs take today whether they truly differentiate themselves as partners (both to GPs and LPs).

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