The Three-Body Problem: Finding the New Stable Points in Venture Capital
Originally a thread on X/Twitter:
It’s finally here!
Curious how VC Funds are evolving to reflect the recent changes in the LP and Startup ecosystems?
“The Three-Body Problem: Finding the New Stable Points in Venture Capital” is finally here.
Read on for links:
William Edwards Deming once famously said: “It is not necessary to change. Survival isn’t mandatory.”
These words are profound, humbling and important to internalize. Societies change. Economies change. Beliefs change. Industries change. Everything changes.
But there’s nothing that forces any individual participant in an ecosystem to change except the desire to survive and thrive.
The Three Body Problem presentation is an attempt to put a framework around the changes that are occurring in the Startup ecosystem, the LP community, and how VC firms need to strategically reorient themselves if they want to survive.
Comments and criticisms are always welcome!
Link to the presentation below. And I’ll be presenting at the #Lendit conference (@Fintechnexus) in NY next week if you’d like to hear me talk about it live!