Why do you assume investors don’t know about this? They know some investments follow the power law - very few of them work out but they bring most value.
The very existence of openAI and Anthropic are proof of it happening.
Imagine you were an investor and you know what you know now (creativity can’t be predicted). How would you then invest in companies? Your answer might converge on existing VC strategies.
I don't assume that at all. Investors absolutely know, but investment is predicated on returns. You can't do that if you can't give a timeline for when value will be generated unless your investment is so small it's practically a donation. Obviously you can invest in moonshots, but you don't want to bet your whole portfolio. Why do you think OpenAI had the governing structure it did before it made its breakthroughs but suddenly both them and Anthropic can do insane raises?
The very existence of openAI and Anthropic are proof of it happening.
Imagine you were an investor and you know what you know now (creativity can’t be predicted). How would you then invest in companies? Your answer might converge on existing VC strategies.