*Engage with this post on Twitter here One of the things that continues to surprise me 10 years into the venture game is its collective groupthink. For an industry that preaches outliers and contrarian thinking, I find it (at the median) far more consensus-driven than any other form of asset management. During our recent annual meeting, we diagnosed some of these dynamics, identifying what we believe is a dislocation in the market. This isn’t the first time that we’ve called out a market dislocation