expected value VC6 min read
Contrarian vs Consensus in Venture Capital: A Quant VC Framework
Most legendary venture deals (OpenAI, Wiz, Anthropic) were not contrarian. A quant VC framework for contrarian vs consensus investing as math, not romance.
By Yigit IhlamurVela Partners Blog
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Originally published by Vela Partners Blog on May 5, 2026.
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