Navigating the Supercluster: Finding Signal in Venture’s Noise
A Swimming with Allocators Episode
This week on Swimming with Allocators, Alexa and I welcome David Zhou, founder of the Superclusters podcast and a seasoned investor, to talk about finding signal in a venture market full of noise.
This is one of those conversations that feels especially relevant right now. Everyone has a take. Everyone has a thesis. Everyone has a chart. But the real work is knowing which signals deserve your attention and which ones are just market static wearing a nice outfit.
David brings a sharp lens to how investors can think more clearly, ask better questions, and avoid mistaking activity for insight.