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Nah, I figure that venture investors operate under conditions of extreme uncertainty, which means that they make decisions almost purely on emotion. That's what our emotional circuits are made for, after all: subconsciously aggregating a lot of signals so we can make decisions when there's not enough information to process it rationally.

And yes, entrepreneurs are almost always better off ignoring everything an investor says and using their own data (which ought to be better than that of an investor's, otherwise why the hell are you founding a company?) to come to a conclusion.

The "Mr. Market" allegory was published in 1949, but it's never been more apropos. Pretty much all venture capital operates on this principle; use it to your advantage:

https://en.wikipedia.org/wiki/Mr._Market




Kahneman and Tversky, Prospect Theory. Applies to investors, VCs, and ordinary people at the grocery store.




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