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> there seems to be lots of evidenxe that founders telling stories is valuable, and little evidence that it's not.

Just to correct this misreading, I'm not saying that founders telling stories isn't valuable. I'm saying that the value of founders telling stories is already taken into account in the existing funding process, and if Ashwin is correct, it's overweighted. Theranos, Juicero, and Animats's example of Better Place are evidence that Ashwin is correct.



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