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Credistick explores technology, science fiction, and innovation, contributing to Crunchbase and Equidam on venture capital and valuation.

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The post critiques the reliance on consensus in art and venture capital, advocating for independent judgment to foster true innovation and avoid stagnation.
Venture capital's pyramid structure limits opportunities for smaller firms and innovation, necessitating a separation of small and large funds for a healthier ecosystem.
Understanding the three categories of risk in venture capital—idiosyncratic, systematic, and execution—is essential for recognizing investment potential and fostering innovation.
Venture capital's focus on scalability over genuine innovation has led to a hyperreal economy, creating unsustainable 'unicorns' and raising concerns about the future of true innovation.
Cognitive biases significantly affect venture capital decisions, and while algorithms can outperform humans, LLMs may perpetuate these biases, complicating investment outcomes.
The article discusses the complexities of early-stage investing, emphasizing that the most investible founders often have ideas that are not immediately fundable. It outlines four premises for investing, including the importance o...
The article discusses the EU's challenges in developing a robust venture capital ecosystem compared to the US, highlighting the 'growth-capital gap' and the need for policy changes. It argues that the EU's focus on injecting capit...
The post critiques the reliance on simple ARR multiples in venture capital investment decisions, highlighting their limitations in accurately reflecting a company's financial health and unit economics. It discusses how these multi...
The post discusses the prevalent issue of overconfidence in early-stage venture capital (VC) and how it leads to poor risk management and under-diversification in investment portfolios. It highlights the tendency of Limited Partne...
The article discusses the critical importance of origination in venture capital (VC), emphasizing that all future returns stem from the initial investment. It argues that the VC industry is structurally biased against origination,...
The blog post discusses the evolution of venture capital in the context of AI and decentralized finance (DeFi) since 2025. It highlights the shift from traditional private equity to algorithmic capital solutions and the emergence ...
The blog post discusses the paradox in venture capital (VC) where investors rely heavily on market efficiency and herd behavior, often overlooking unique opportunities presented by non-consensus entrepreneurs. It highlights the hi...
The blog post discusses the dichotomy within venture capital, contrasting traditional non-consensus investing with a newer consensus-driven approach that has emerged since 2011. It argues that true venture capital thrives on ident...
The post argues that the megafund model in venture capital undermines small firms and leads to poorer investment outcomes due to herd behavior and flawed narratives.
The post argues that the venture capital industry's focus on immediate returns is stifling long-term technological innovation and leading to stagnation in both markets and society.
The post argues that venture capital's shift towards consensus-seeking behavior among firms undermines innovation and leads to a decline in overall performance.
The article discusses the dichotomy in venture capital (VC) between a collaborative, positive-sum approach and a competitive, zero-sum mindset. It argues that the current trend in VC is leaning towards a finite game mentality, whe...
The article critiques the current state of venture capital, likening it to a gambling culture where investors rely on simplistic metrics like ARR to make decisions. It argues that this approach leads to a focus on short-term gains...
The venture capital industry is facing declining performance and innovation due to a concentration of investments in obvious opportunities and large fund models that limit diversity.
The blog post discusses the current state of venture capital (VC), highlighting the negative impact of VC consolidation on innovation and returns. It argues that the influx of capital has led to financialization, where VC activity...
The venture capital market is increasingly top-heavy, limiting the discovery of new companies and creating a paradox in funding opportunities for great founders.
The post examines the balance between chaos and order in venture capital, advocating for the importance of smaller managers in fostering innovation and resilience.
The article discusses the importance of startup valuation in staged capital deployment, emphasizing the need for venture capitalists (VCs) to adopt a collaborative approach rather than an adversarial one. It highlights the 'Capita...
The article discusses the concept of valuation in investment, emphasizing that it is an opinion based on assumptions about the future rather than a precise calculation. It highlights the importance of understanding the stories beh...