hilarious way to start the article. fontenot is a perpetual idea guy, sv brogrammer-turned-mindfulness-and-meditation non-operator. guo afaik was effectively kicked out of scale relatively early on and has been riding the coattails and traveling since then. marc isnt getting any credibility from this opening, which incidentally backend cap surely helped put together as a content marketing piece
interesting commentary on the trend of dealflow, though. with so much capital floating around, VC differentiation is increasingly important. "thought leadership" a la naval is one way to obtain it; earlier and better dealflow via scouts (or scout microfunds) is another.