If you stipulate the risk of concentration away, I agree that groupthink is fine here, but I think you shouldn’t stipulate that away. Also, I’d really say that

If you stipulate the risk of concentration away, I agree that groupthink is fine here, but I think you shouldn’t stipulate that away. Also, I’d really say that founders probably weren’t the ideal people to be thinking about this risk, VCs were. If you advise a portfolio of companies, you’re better positioned to think about broad risks.