@AbhayVenkatesh1 Perhaps vibes?

@GavinSBaker Invest in @ArcBoats and he can literally wakesurf 😎

@WillManidis How would you describe vibes - narrative, team, something else? Maybe that’s the point

@nabeelqu The last frontier is taste (great books/art) + judgement (religion)

@chadbyers No boarders? :(

@patrick_oshag No David?

@nikunj Nice comparison. Growth is also way more irregular bc of upfront technical risk with (ideally) lower market risk. Thus valuation is harder in the early pre revenue days

That last 5% is judgement / decision making. Start honing it or we’re toast

@mhdempsey Same can be said of sales. Easy to make prospects feel good at the expense of truth

@oyhsu Labatut’s book was great. Compounding and combinatorial nature of ideas

@braveben remarkable

@_markvaldez Same for enterprise from a lot of legacy industries who were burned by tech / overpromises

@slow @wquist True, yet accepted notion of hard / not capital efficient can be an opportunity. Experiments to drive negative cash conversion cycle with subscriptions, floats, NRE

@yrechtman Also notable?

@yrechtman Same for private speech/language/occupational therapy practices. Huge demand that can’t be met due to operational overhead.

@thilokonzok @naval Watch the hands, not the mouth

@IterIntellectus Wanting @lukeburgis

@wquist Removing integration / config friction is huge esp for industrial software (ERP, MES..) Change mgmt potential is there but have to appreciate most buyers feel burned from the past. Meet them where they are at, have clear pitch as to why this time is different, show value early

@NWischoff Agreed. It’s mostly ego talking. The ability to cultivate a two way convo is undervalued. Early stage sales is a great training ground for this

@E_Bruxxx Ansys