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This talk from Dhruv Bansal: https://www.youtube.com/watch?v=xasfRt-lzOY
People to follow: Roy, Nicolas, Elizabeth/Laolu/Ryan/Jacob/et al at Lightning Labs, Steve/Matt/et al at Spiral, and the teams of all my portfolio cos listed above + Zebedee, Voltage, and Amboss. Some amazing talent in this space :)