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I want you to formulate the venture capital "investment thesis" of a company in a very specific manner. Specifically, I would like you to use the portfolio link of a venture capital firm (namely this link: portfolio link ) to extrapolate all the html code. Then from parsing the extrapolated html code, I would like for you to understand what startups has the venture capital fund invested in, and look up what they do, and then from the startups and their history, I would you to come up with what you believe the investment thesis of the VC firm is in a detailed and specific manner.