Liron Shapira on Substack

[Liron Shapira]

I actually think now is the perfect time for someone to create an index if seed-stage companies:

1. The expected value of seed stage companies who reach a certain milestone like $100k/mo revenue has been growing steadily for structural reasons

2. Since most investors don’t yet have access, but probably will soon enough, whoever gets in early is frontrunning most of the index participants