VCs publish LP letter distilling a decade of lessons on spotting frontier talent

adityaag · x · 2026-10-29

Investor adityaag, collaborating with @gopalkraman, released an LP letter distilling lessons from a decade of frontier-stage investing on how to spot talent. They argue the common claim that early-stage investing is '90% about the founder' lacks falsifiability and specificity, and the letter breaks down the dimensions of founder excellence and how they translate into companies.

Related event: SignalFire investors share decade-long talent-picking playbook(2 posts)→

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