Episode #70: The VC Returns Suck Narrative, Venture's Nifty Fifty Moment, The Four Approaches to Early Stage Venture

This week on The Learning Corner, Micah Rosenbloom from Founder Collective challenges the viral narrative that VC returns suck and asks whether we are all just spinning data to fit our own models. Jeff Weinstein draws a striking parallel between today's AI funding frenzy and the Nifty Fifty stocks of the 1970s, arguing that being right about a company has never been enough if you are wrong about the price. Rob Go at NextView rounds things out with a sharp framework breaking down the four approaches to early stage venture and what the real failure mode looks like for each. Three great reads with a lot to unpack across all of them.