I believe one of the most damaging pieces of advice to proliferate in the tech world over the past few years has been “being early is indistinguishable from being wrong”. There are many reasons why this is true in theory but as I’ve talked about for years, at this stage of technology development and penetration, whether you’re a technologist or capital allocator, if you’re not too early, you’re...
When an area becomes consensus but is still somewhat novel or hard to parse for investors, they often try to distill companies into very clear-cut and easily “findable” metrics in order to make decisions. In many cases, this wave of chaos, rapid change, and complexity pushes investors to retreat into discussing a constant in startups; Founders. And as one searches for Founder-Company...
What happens when we can facetune to something “better”, generate to something familiar, and filter to something different.
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