Many new investors believe their network is their primary strategy. However, top VCs like David Cohen argue that true differentiation comes from a specific, focused strategy that is honed and executed over a long period, which is far more defensible than relying on connections alone.
Ariana Simpson of Andreessen Horowitz advises young investors to write. The key insight is that because writing is difficult, most people won't do it. This creates an opportunity for those who do, making it a valuable way to build a brand, clarify thinking, and create career opportunities that wouldn't exist otherwise.
Instead of copying what other successful VCs do, find what activities genuinely give you energy. True long-term value in venture comes from compounding, which is only sustainable if you enjoy the process. A competitor who is passionate about an activity will always outperform someone who is just going through the motions.