Good words by Michael de Waal-Montgomery, at e27.co, after interviewing Marc Andreessen and other VCs:
Mediocre VCs want to see that your company has traction, top VCs want you to show them you can invent the future. […]
The key to investing is to be aggressive and to fight your instinct to pattern-match (“breakthrough ideas look crazy”). If history has taught us anything, it’s that so much of the future is unpredictable despite our best efforts to analyse current trends and extrapolate future outcomes from them.
The context was VC investment, but the ideas apply more broadly.