Why We Invest Before the Market Notices
Why We Invest Before the Market Notices
Why We Don’t Follow Trends
Apr 4, 2025
Apr 4, 2025
3 min read
3 min read
Trends Are Late Signals
By the time something is labeled a trend, the early window has already closed. What’s visible, packaged, and widely discussed is often already saturated. Chasing trends means reacting, not leading.
We prefer to invest in what’s still raw, messy, and unlabeled — because that’s where originality hides. That’s where edges are still available.
Scarcity of Attention
Trendy markets come with noise. Everyone is building, tweeting, fundraising — and most of them are saying the same things. In that environment, the signal gets buried under narrative.
We choose to focus where attention isn’t. It’s in overlooked industries, counter-narratives, and underestimated problems that we find the space to think clearly.
Trends Flatten Insight
When founders lean too hard into what’s hot, they often lose their own language. They start mimicking — investor decks become indistinguishable, product ideas blur together, and the original “why” gets diluted.
We’re drawn to founders who speak from a place of lived understanding — not borrowed positioning. Their stories cut through the noise because they’re not trying to impress; they’re trying to solve something real.
Cycles Come and Go
Markets swing. AI becomes crypto becomes fintech becomes climate — and back again. But the fundamentals of a good company don’t change: clarity, obsession, timing, and a founder with a deep edge.
We’re not allergic to big themes. But we’re cautious of bandwagons. We want to know why now — and why you’d still be building this if no one was watching.
Conclusion
Too much distance from reality creates drift. Stay near your customer. Sit in the tension. That’s where clarity lives — and where the best decisions get made.
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Notes from the frontlines of digital advantage, venture, and scale.

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Notes from the frontlines of digital advantage, venture, and scale.

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Notes from the frontlines of digital advantage, venture, and scale.

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