Follow the ideas where no consensus exists..

Venture capitalist Marc Andreessen of Andreessen Horowitz believes that the biggest opportunities, and the real money, lie in areas where no consensus exists on whether an idea is good or bad. “It’s very hard to make money on… consensus. Because if something is already consensus then money will have already flooded in and the profit opportunity is gone. And so by definition in venture capital, if you are doing it right, you are continuously investing in things that are non-consensus at the time of investment. And let me translate ‘non-consensus’: in sort of practical terms, it translates to crazy. You are investing in things that look like they are just nuts.”