Position beats genius more often than anyone in this space wants to admit. Every time I trace how these AI bets actually get funded, it's the same mechanism repeating. Actually, this reminded me of a post I did a while back — a fund manager naming the real signal for buying the bottom, and it wasn't a chart either. Rob Toews (partner at Radical Ventures) says his fund meets nearly every "Neolab" that gets funded — brand-new companies with no product, no roadmap, sometim...