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VC Uncovered · Bukie Adebo Umeano, Anthemis Group

From $50B Niche to $1B Niche

“What used to be like a niche that was a $50 billion opportunity is now a niche that's a $1 billion opportunity.”

Transcript

And all of a sudden, what used to be like a niche that was a $50 billion opportunity is now a niche that's a $1 billion opportunity, but they're out there selling a dream just like they were as if, you know, they're trying to go after a trillion dollar opportunity.

So like, I am lots more really incredible founders are coming to me and I'm constantly asking myself, I was like, is this a lifestyle business or is this a power law investment as a VC? How are you feeling in terms of,

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