Bet on Specific Behavioral Shifts, Not Vague AI Narratives

An investor argues that good bets target specific behavioral shifts rather than vague "AI wave" narratives, citing Sydecar: the number of VC managers worldwide grew from about 50 in the early 2000s to tens of thousands today, validating the thesis.

2026-10-11 ~ 2026-10-11 · 3 related posts

• Don't bet on vague "AI" trends — find niche behavior changes instead — dunkhippo33 · 2026-10-11
• Why Hustle Fund bet on Sydecar: the wave of new VC managers spinning up SPVs — dunkhippo33 · 2026-10-11
• From ~50 VC managers in the 2000s to thousands: the Sydecar trend validated — dunkhippo33 · 2026-10-11