Seeing Through the Market Cap Mirage
Markets change, new markets emerge and categories redefine themselves
The allure of a large market, often measured by the market cap of established players, can be a seductive trap for VCs. But hold on - focusing only on these giants can make you miss the next category leader.
Here's why market cap is just one piece of the puzzle for smart investors:
Shifting Sands: Industries are constantly re…
