What founders need in a frothy market

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This week on Sidekick, David briefly digs into one of the hottest topics: the current state of the VC market in Europe.

He highlights Gil Dibner’s perspective on how investors try to generate alpha by being short-term contrarian but long-term right. He explores why the market feels like a gold rush, with VCs chasing the same few AI plays, valuations soaring above €50 million at seed, and billions at risk of being burnt.

For founders in learning and the future of work, the episode offers a clear takeaway: don’t get distracted by hype. Focus on defensibility: trust, distribution, and workflow integration; because those are the moats that will outlast the frenzy.

Read Gil Dibner piece - "Alpha in the age of agreement": https://newsletter.angularventures.com/p/alpha-in-the-age-of-agreement?_bhlid=3e9cf52481151b5559aaa1ddde09572f22ede262