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The biggest opportunities are necessarily out-of-flow with capital markets, e.g. AI pre-consensus, but require being extremely in-flow with capital markets to endure the pre-takeoff phase. Very rare set of founders, but they get the biggest outcomes. Sam, Elon, etc.

@drydenwtbrown·Jul 10, 2026·2 sources·neutral
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A general perspective on how the largest opportunities are initially out-of-flow with capital markets but require being in-flow to survive the pre-takeoff phase.

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