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The biggest lesson from #CrusoniaForum Brooklyn is public markets are still in learning mode. It has yet to price how #biology and #bigdata drive innovation and deflation in #agtech, #healthcare, and #food In a $3.6T US market, The investment arbitrage is hidden in plain sight.
And this is not the first time we have seen companies with an information arbitrage mispriced in public markets for decades. 
The information arbitrage of early-stage venture capital far outweighs the return on a seed or A stage deal. If you can maintain participation rights once the optionality reveals itself, you can leverage the information to increase alpha while reducing beta.
