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> Marc Andreessen, who manages one of the most successful portfolios of startups in the history of startups, has "absolutely no understanding of portfolio theor
by lazyjones 12y ago
> Marc Andreessen, who manages one of the most successful portfolios of startups in the history of startups, has "absolutely no understanding of portfolio theory"?
He doesn't need to be above average there. Just like PG, he (mostly) invests in technology he actually comprehends, unlike some other delusionary VC from the investment banking world.