On: VC predicts the industry is heading for a massive and enduring contraction

[mordymoop]

Serious question that sounds like a troll: Given that VC returns are historically extraordinarily poor, should one generally invert the consensus of the VC class when looking for guidance?

[sokoloff → mordymoop]

Is that a given? I think that VC has slightly outperformed (or, at a minimum, are not "historically extraordinarily poor" versus) the broader market.

https://www.cambridgeassociates.com/insight/building-winning...

[techostritch → mordymoop]

Can one invert the consensus of VC? It’s not binary/polar right? I don’t think investing in all VC’s throwaways would be a good investment strategy.