Better Tools, Bigger Companies
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Better Tools, Bigger Companies
We are in an age of noise.
The frameworks that got us here, of jobs-to-be-done or product-market fit, will be insufficient going forward. For founders to have extraordinary outcomes, they will have to find alpha in markets that aren’t easily understood.
Which is to say, technology alone won’t be enough. The other essential ingredient will be taste.... See more
The frameworks that got us here, of jobs-to-be-done or product-market fit, will be insufficient going forward. For founders to have extraordinary outcomes, they will have to find alpha in markets that aren’t easily understood.
Which is to say, technology alone won’t be enough. The other essential ingredient will be taste.... See more
Evan Armstrong • Want to Build? Technical Excellence Won’t Be Enough.
Earlier this year we met with our Limited Partners. Their top question was “will the AI transition destroy your existing cloud companies?”
We began with a strong default of “no.” The classic battle between startups and incumbents is a horse race between startups building distribution and incumbents building product. Can the young companies with coo... See more
We began with a strong default of “no.” The classic battle between startups and incumbents is a horse race between startups building distribution and incumbents building product. Can the young companies with coo... See more
Pat Grady • Generative AI’s Act O1
In 2018, venture capital funds directed +$35B of investment to software, while directing $1.9B to synthetic biology. Why is this happening? Only 5% of people in Forbes 400 have formal scientific training, and it makes sense that people don't invest in things they don't understand. So this is a big problem.