Usually, this column is written by Rosie Wood, a (fictional) associate at the VC firm Mild Conviction. Rosie is on vacation this week in Bodrum with some Web3 founders, so Mild Conviction has kindly let Sifted run the most recent "Black Goose memo" that it shared with portfolio teams to address concerns about a slowdown in tech. The memo was originally presented to the portfolio over Microsoft Teams on June 10.
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