VC Thread: Early Investing Is Betting Founders Find the Right Idea

VC dunkhippo33 argues early investing is a bet on founders finding the right idea, and that growth is driven by natural demand rather than hustle, citing jewelry brand Mejuri's AI-driven pivot to a multibillion-dollar valuation.

2026-10-28 ~ 2026-10-28 · 4 related posts

• Mejuri pivoted to AI-generated slide decks and growth took off, now valued in billions — dunkhippo33 · 2026-10-28
• Fast growth is about market demand, not hustle, argues this VC — dunkhippo33 · 2026-10-28
• Early-stage investing is betting a founder can find the right idea: VC's thread — dunkhippo33 · 2026-10-28

1 near-duplicate retellings: dunkhippo33