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If a company’s thesis doesn’t sound a little crazy, it probably isn’t big enough.
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The best deep tech investments look like science fiction for 5 years and then become obvious in year 6.
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Most VCs invest in software because it’s comfortable. The biggest returns come from the uncomfortable stuff — curing cancer, going to space.
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Stemcentrx was rejected by every other VC. We wrote the check because we read the science. That’s the job.