Aditya Agarwal(@adityaag):This is a LP letter that we recently wrote with our lessons on spotting talent from a decade of investing at the frontier. https://t.co/v1TnHjvAox The most common thing you hear about early stage investing is that "It is 90% about the founder". We agree but have always been unsatisfied by the lack of falsifiability, specificity, and repeatability of that statement. What are the dimensions of excellence? How do they translate into companies? It was a pleasure to collaborate with @gopalkraman on this.

Aditya Agarwal

@adityaag

General Partner @SPC, Co-Founder @Bevel_Health | Ex: Early Eng @facebook, CTO @Dropbox, Board @Flipkart | Optimist, Builder, Dad

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Aditya Agarwal@adityaag

2026.10.28 16:51

This is a LP letter that we recently wrote with our lessons on spotting talent from a decade of investing at the frontier. The most common thing you hear about early stage investing is that "It is 90% about the founder". We agree but have always been unsatisfied by the lack of falsifiability, specificity, and repeatability of that statement. What are the dimensions of excellence? How do they translate into companies? It was a pleasure to collaborate with @gopalkraman on this.

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