// PERSON
Lucas Vaz
ROLE INVESTOR/COMMENTATORMENTIONS 3LAST SEEN MAY 1, 2026
// BIO
Investor and commentator known for the 'Seed Math Broke' thesis on seed portfolio construction.
// RECENT MENTIONS
// SIGNALS
3 SIGNALS
01
mention·Pavel Prata·MAY 1, 2026
“The narrow path: the state of seed, and a way forward.”
02
mention·The VC Corner·APRIL 26, 2026
“Returns no longer support wide diversification as entry prices compress upside across the board. Funds now win by sizing into fewer companies where quality and pricing discipline both hold. — Lucas Vaz”
03
mention·Data Driven VC·APRIL 21, 2026
“The new ceiling for generational winners is 50-150x, not 1000x.”
AI-extracted from podcast / newsletter / paper summaries. May contain errors.