Thesis-driven early-stage Investing

This story was originally published on HackerNoon at: https://hackernoon.com/thinking-about-thesis-driven-investing-in-early-stage-ventures-17c968495952.
This is not written from years of experience. It is a collection of notes from discussions and thoughts over the past months and part of my effort to make sense of the topic. I would like to thank @justvideesha, @drosskamp, @simonschmincke and @benediktherles for the discussions, and especially @alexruppervc for their feedback.
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