Motion ≠ Movement: Why Venture Has Lost Its Mind
In this episode, Earnest Sweat and Santosh Sankar unpack the tension between urgency and momentum in venture capital, contrasting real movement with superficial motion in a market where capital and attention are heavily concentrated in a narrow set of AI deals and mega funds. They discuss the erosion of intellectual honesty, the dangers of consensus thinking, and how kingmaking dynamics and low seed-to-Series A graduation rates are reshaping the landscape for founders, emerging managers, and established firms alike. They also explore the history and “eras” of venture, the pendulum between…
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