@atlasberry008: Every year, the same thing happens. A theme catches fire in venture capital. Decks rewrite themselves overnight. Founders pivot to fit the narrative. Capital floods in. And every year, the most valuable company founded that year is building something nobody is talking about. Web3 in 2021. Anthropic in 2021. Metaverse in 2022. Perplexity in 2022. The pattern doesn’t break. The pattern is the rule. The hardest part of early-stage investing is not finding the right company. It is having the conviction to back it when the entire industry is pointed in the opposite direction. If you like this kind of thing and want to stay close — join our community Frontier. Link in bio. venture capital, contrarian thesis, AI infrastructure, Anduril, Anthropic, OpenAI, Silicon Valley, defense tech, Palmer Luckey, breakout companies #founders #startups #venturecapital #AI #anduril

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Friday 15 May 2026 21:38:46 GMT