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A few:
- At the early stage, it's all about people and market. That's it.
- Being a solo GP is a huge advantage as I can move very quickly and not waste time with overhead, bureaucracy, or trying to convince someone else of my vision
- But being a solo GP can also be lonely and means I don't have as much bandwidth as I'd like
- It's amazing to work with LN founders while it's still niche. At this stage, all of us are true believers and missionaries. Makes it ridiculously fun to do this job.
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What's the most surprising thing you've learned investing?