Introducing Narrative Command, the new business thesis that helps explain the 2024 election

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In late September, angel investor Alex Roy, a former colleague of mine at the defunct self-driving car startup Argo AI, published a piece on the website of his newly launched boutique deep tech VC firm, New Industry VC, entitled “Narrative Command.”

Roy’s piece made the rounds among his followers on X and was shared favorably by other tech investors and foun...

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