deedydas: every seed check is an option bet, VCs dunking on it need at least one investment
deedydas · x · 2026-10-06
Responding to Harry Stebbings' framing that every seed investment is an option bet, deedydas argues the logic cuts both ways: if you're a VC dunking on option-style seed investing, you'd better have exactly one portfolio company—otherwise you are, definitionally, buying options yourself. The debate centers on how seed funds should operate in a world where mega-funds are totally price insensitive, with the standard playbook being to size up only when quantitative evidence of an outlier emerges.
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