1/ Thoughts on portfolio management from @peterthiel
2/ “...every single company in a good venture portfolio must have the potential to succeed at vast scale”
3/ “If you focus on diversification instead of single-minded pursuit of the very few companies that can become overwhelmingly valuable, you’ll miss those rare companies in the first place”
4/ Not casting the net wide enough reduces the odds of catching a big one
Cast the net too wide and returns from the big one will be diluted
Where is your sweet spot?
Cast the net too wide and returns from the big one will be diluted
Where is your sweet spot?
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