Is non-consensus investing overrated—or the secret to venture returns?
a16z General Partner Erik Torenberg is joined by Martín Casado (General Partner, a16z) and Leo Polovets (General Partner, Humba Ventures) to unpack the debate that lit up venture Twitter/X: should founders and VCs chase consensus, or run from it?
Read the show’s notes in full
They explore what “consensus” really means in practice, how market efficiency shapes venture outcomes, why most companies fail from indigestion, not starvation, and the risks founders face when they’re too far outside consensus.
Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.
Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.
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